Next Meeting: November 4-6, 2026 | San Diego, CA
At 2026 Operations Leadership Forum*
Registration will launch mid-May.
*Formerly the Operations & Working Groups Forum
About the Working Group
Marketing is playing an integral role in the growth and strategic initiatives of your firms. The challenges today have become more complex and the need to transform marketing departments to drive revenue and deliver results is essential. Technology adoption is accelerating the way our customers engage with our firms and the need to break through the clutter and create customized experiences increases. The goal of this working group is to explore proven strategies, leverage opportunities and broaden your insights and resources among other industry marketing professionals.
Some top-of-mind challenges include:
- Brand differentiation and consistency throughout your organization
- Establishing marketing’s strategic role in driving revenue—effective marketing automation and data driven strategies to drive ROI and build stronger retention efforts
- Collaboration with CIOs/IT departments to drive cost and technology efficiency
- Internal brand communications
- Crisis communications planning for both internal and external events
- Identifying the skill sets and scale needed for tomorrow’s marketing departments
- Building content strategies to leverage knowledge share and educate your clients
- Social media best practices
- Integrating marketing channels to expand brand reach
- Creating effective marketing strategies to attract top talent
The Spring Working Group programs are complimentary, customized exclusively for The Council members and offer peer-to-peer networking opportunities.
2026 Spring M&C Working Group Agenda
Explore a sample from the most recent M&C Working Group agenda to understand the format, key topics, and overall experience you can expect.
Wednesday, March 18
[Optional] Group Activity
11:00 AM-12:00 PM
Official Program Begins – Welcome, Introductions & Topics Poll
2:00 PM-3:00 PM
Break
3:00 PM-3:15 PM
Guest Speaker: Intelligent Web Design
3:15 PM-4:15 PM
Peer Share: One Big Thing
4:15 PM-5:30 PM
Group Dinner at Zaytinya
6:00 PM-8:00 PM
Zaytinya, Washington, D.C.
Thursday, March 19
Arrival & Light Breakfast
8:00 AM-8:30 AM
Programming Overview
8:30 AM-9:15 AM
Break
9:15 AM-9:30 AM
Guest Speaker: AI Prompts & Practical Applications for Marketing Teams
9:30 AM-11:00 AM
Break
11:00 AM-11:15 AM
Working Group Panel: Strategies for Measuring ROI in Marketing
11:15 AM-12:30 PM
Lunch
12:30 PM-1:00 PM
Ranking of Topics for Fall Meeting Agenda
1:00 PM-1:15 PM
Peer Share: Breakout Group Discussions & Report-out
1:15 PM-2:45 PM
Closing Remarks & Farewell
2:45 PM-3:00 PM
[Optional] Volunteer Activity
3:00 PM-4:00 PM
