A private breakfast for financial services leaders at Unbound, with two panels: one on turning locked core banking data into revenue, and one on winning HubSpot adoption at accounting firms.
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30-minute panel·8:00 to 8:30 a.m.
Your most valuable growth asset is already sitting in your core. You're just not using it.
Join us for a 30-minute panel on how financial services firms are unlocking core banking data to power smarter, more personal marketing in HubSpot.
Susan Song, CMO of Keesler Federal Credit Union, shares how Mississippi's largest credit union bridged Jack Henry Symitar data into HubSpot in under 90 days, onboarded 40,000 merger members, and gave her marketing team full autonomy with no more waiting on developers. Gordon Flammer, SVP Product Strategy at Kinective, brings the integration side, and Anna Grant Jones, CMO at Vallant Bank, brings the bank perspective. Brendan Walsh, Co-Founder and CRO at Mole Street, moderates.
Susan Song
CMO, Keesler Federal Credit Union
Panelist
Gordon Flammer
SVP Product Strategy, Kinective
Panelist
Anna Grant Jones
CMO, Vallant Bank
Panelist
Brendan Walsh
Co-Founder & CRO, Mole Street
Moderator30-minute panel·8:40 to 9:10 a.m.
Digital transformation at an accounting firm lives or dies on adoption.
Join Lissa Robinson of Mole Street and marketers from two accounting firms, Sam Crist of Blue & Co. and Tiffany Garavaglia of Anders, for a candid conversation on how they earned firm-wide buy-in, managed the change, got their teams using HubSpot, and what they learned along the way.
Sam Crist
Marketing Manager, Blue & Co.
Panelist
Tiffany Garavaglia
Marketing Automation Specialist, Anders
Panelist
Lissa Robinson
Engagement Manager, Mole Street
ModeratorDate
Thursday,
September 17
Time
7:30 a.m. to 9:30 a.m.
Panels at 8 and 8:40 a.m.
Location
Omni Boston Hotel at the Seaport
The Momentum Room, 5th floor.
Hot food, good coffee, and a seat to enjoy them in before the convention center chaos.
Susan Song of Keesler Federal and fellow CMO Anna Grant Jones of Vallant Bank on turning core data into revenue.
Sam Crist of Blue & Co. and Tiffany Garavaglia of Anders on what HubSpot adoption actually took.
Bank, credit union, and accounting firm marketers working on the same problems you are.
This breakfast is reserved for marketing and growth leaders at banks, credit unions and accounting firms, and for HubSpot customers in financial services. Seats are limited. We review every registration and confirm by email with venue details.
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We'll review your registration and send a confirmation with the venue details by email. See you at breakfast.
We'll be talking about our 2026 State of Financial Services Growth report, written with HubSpot after surveying 270 US financial services leaders. Read it before you get to Boston and come with questions.
Get the report