A private breakfast for financial services leaders at Unbound, with a coffee talk on turning locked core banking data into revenue and a panel on winning HubSpot adoption at accounting firms.
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30-minute coffee talk·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 coffee talk 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, moderated by Chris DiPetrio, Director of Solutions Architecture at Mole Street.
Susan Song
CMO, Keesler Federal Credit Union
Panelist
Gordon Flammer
SVP Product Strategy, Kinective
Panelist
Chris DiPetrio
Director of Solutions Architecture, 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 three accounting firms, including Sam Crist of Blue & Co., 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.
PanelistTo Be Announced
Accounting Firm Marketer
PanelistTo Be Announced
Accounting Firm Marketer
Panelist
Lissa Robinson
Engagement Manager, Mole Street
ModeratorDate
Thursday,
September 17
Time
7:30 a.m. to 9:30 a.m.
Coffee talk at 8:00 a.m. Panel at 8:40 a.m.
Location
Omni Boston Hotel at the Seaport
The Modern Room, 3rd floor.
Hot food, good coffee, and a seat to enjoy them in before the convention center chaos.
Susan Song on how Keesler Federal moved core banking data into HubSpot in under 90 days.
Sam Crist of Blue & Co. and two other firm marketers on what HubSpot adoption actually took.
Bank, credit union, and accounting firm marketers working on the same problems you are.
Seats are limited. We'll confirm by email with venue details.
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Watch your inbox for a confirmation with the venue details. 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