Marketing Operations and Transformation Forum

I. WELCOME REMARKS (11:00 – 11:05a.m. ET)

II. SHOW-AND-TELL: WORKFLOW/PROJECT MANAGEMENT SOLUTIONS (11:05 – 11:45a.m. ET)
In this interactive panel discussion, several forum members will step forward to provide an honest account of their experiences with various workflow/project management solutions. Hear the benefits and drawbacks of multiple process management tools available in the market today. Come prepared to ask questions about your platforms of interest. 

A list of workflow/project management solutions will be provided in advance of the meeting.

III. LEVEL UP THE PLANNING PROCESS WITH MARKETING OPERATIONS AT THE CENTER (11:45a.m. – 12:20p.m. ET)
In a world where many marketing departments merely reuse last year’s plan, marketing operations teams can bring a fresh perspective. They are well-equipped to challenge the status quo and offer innovative solutions to the planning process. From consistent templates to streamlined communications, data insights and clear governance strategies, marketing operations teams can challenge norms to uplift the entire organization. 

Speaker:
Megan Michuda, SVP, Director of Marketing Operations and Innovation – BOK Financial

IV. BREAK (12:20 – 12:25p.m. ET)

V. BRING VALUE TO THE FOREFRONT TO DRIVE CHANGE MANAGEMENT AND LEADERSHIP (12:25 – 1:00p.m. ET)
To be effective at change management, marketing operations leaders need to be great communicators, accentuating value over all else. Value connects stakeholders to the overarching strategy of the marketing organization. If marketing operations can take ownership of the value conversation—whether it be around martech stack management, forecasting annual marketing spend, or new process implementation—they elevate themselves to a significant leadership position within the organization.

Speaker:
Jessica Kao, Senior Director, Marketing Operations and Martech – Cloudfare