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PIE Chief Marketing Officer (CMO) Exchange

Explore PIE Perspectives

The PIE CMO Exchange is a group of marketing and business development leaders at expert service firms who meet by video on a quarterly basis. Executives come together to discuss topics of mutual of interest and exchange insights.

The group discusses a wide variety of topics; past examples include:

  • The crossroads between marketing and business development
  • Navigating virtual sales techniques
  • Digital marketing and ROI

The group consists of executives from CliftonLarsonAllen, FTI Consulting, L.E.K. Consulting, Marks Paneth, West Monroe Partners, XY Planning Network, and others.

To ensure quality of conversation, members determine the agenda of each meeting. Interactions only focus on the specific questions and interests of participants. Roundtables are kept small (typically 8-10 executives) to ensure robust dialogue. There is no cost for the members to join as PIE hosts the Exchange. PIE values the opportunity to connect with the audience it serves and to engage with – and learn from – industry thought leaders throughout the year.

What is the payback for each member? Time efficient feedback from respected peers.

Currently, this group sits at about 35 members, and we are always happy to add new voices to the conversation. Our next roundtable will be taking place on Thursday, February 17th at 11:00 AM Eastern Time, facilitated by Jacob Parks and hosted by Andi Baldwin. Interested in joining the group? Click here.


What is a virtual roundtable? 

As our flagship service, PIE surrounds your senior team with potential clients by hosting peer exchanges of those executives with whom you hope to engage. One-hour in length and conducted virtually to drive high participation rates, roundtables earn your practice leads the right for deeper in-person engagement as you add value to those you most want to serve over time. You handpick the executives and clients with whom you most want to connect. We recruit members (using individual, by-phone, tailored outreach to each target), interview these executives to uncover unmet needs, brief your stakeholders, and facilitate engaging best practice conversations. Your practice leads sit at the center of the interactions as hosts of the network and are positioned as trusted advisors to the group, helping you break into new markets, turbo-charge a growing practice area, or sustain authority in a market you already dominate. Learnings from the interviews and roundtables can help drive thought leadership for your practice as well.