CSO & CMO Roundtable Series

CSO and CMO Roundtables

TAG is pleased to present the 2015 CSO & CMO Roundtable Series

These individual roundtable programs will bring together executive sales team members & executive marketing team members  who are responsible for the direction and management of their sales and marketing organizations.
Through collaborative discussion with their peers, sales professionals will learn methods for increasing sales profitability, exceeding sales revenue, and leveraging technology to improve processes. Discussion topics for this exclusive event will include market competitiveness, channel strategies, and customer management and acquisition.

Chief Marketing Officer Roundtable

December 15, 2015
7:30 am - 9:30 am



Dani Cushion
Chief Marketing Officer

Dani Cushion is the Chief Marketing Officer at Cardlytics, where she leads the company’s marketing and communications efforts. Dani brings more than 15 years of experience in global brand and agency marketing roles.
Prior to joining Cardlytics, she ran all brand marketing, research, events, communications, and product marketing at mobile ad platform Millennial Media as the SVP of Global Marketing & Communications. While there, she was instrumental in repositioning the company following the acquisitions of Nexage and Jumptap.
Previously, Dani oversaw partnership marketing at Sirius XM, promoting the company’s major media partnerships, including MLB, NHL, Oprah and dozens of others. She began her career in sports marketing & media at Major League Soccer, Swiss-based ISL, and Omnicom agency Millsport / The Marketing Arm.
Dani graduated from Lehigh University, with a Bachelor’s degree in Marketing, and minors in Philosophy and Economics.

Discussion Topics
Building a Marketing Plan for the Coming Year
A discussion around weighing which marketing levers to pull – some measurable than others.

  • What is the process other CMOs go through to build out their year-ahead plan & budget?
  • What factors are other CMOs using to determine where they place their bets:
    • on marketing systems/infrastructure vs
    • corporate/field marketing (events, paid media, etc) vs
    • communications/content marketing (owned/earned media)


Contact Lowell Pratt at lowell@tagonline.org to request an invitation.




Additional Sponsorship Opportunities Available

 Contact Lowell Pratt at lowell@tagonline.org for sponsorship information. 

Chief Marketing Officer Roundtable

June 25, 2015
7:30 am - 9:00 am

DeskHub Atlanta

Philip Dolan
Chief Marketing Officer

Phil Dolan joined Navicure in 2007. He is responsible for managing all aspects of Navicure’s marketing including strategy, brand management, marketing communication, lead generation, marketing operations, partner marketing, and product marketing.

Mr. Dolan joined Navicure from Merial, Sanofi’s global animal health division. In his five years with Merial, he led growth of the company’s largest profit center, U.S. Parasiticides, from $350 million to more than $700 million in revenue. 

Prior to Merial, Mr. Dolan served as Chief Marketing Officer with ServerVault, where he contributed to both revenue growth and capital-raising before it was sold. He spent the previous eleven years successfully managing flagship brands, categories, and customers in progressive marketing and sales leadership roles with Colgate-Palmolive, Heineken, and The Coca-Cola Company.

Mr. Dolan graduated from Connecticut College with a bachelor’s degree in Economics and English.

Discussion Topics

This CMO Roundtable provides a platform for marketing executives to meet and discuss key issues related to business intelligence and decision making and its impact on maximizing revenue growth. Discussion points for the June 25, 2015 roundtable include:

The 3 P’s of Pipeline Management

You may have learned the “4 P’s” of marketing in business school, but are you practicing the “3 P’s” of pipeline management? Join us for an interactive panel discussion where some of Atlanta’s leading technology company CMO’s will share their insights, strategy, and experience with B2B pipeline management.


  • People: what organizational structures, profiles, and skill sets are Georgia’s leading CMO’s seeking to effectively generate and manage leads with their marketing and sales teams?
  • Products: what products are our CMO’s finding helpful to generate and manage leads? The challenge today is not finding marketing technology to automate and make marketing effective. Instead, it’s choosing among the hundreds offered to meet marketing and sales needs. What and how?
  • Process: people and products are only as good as the processes used to enable them to work together. How are Georgia’s leading CMO’s aligning their marketing and sales teams to manage their pipeline effectively?


Contact Lowell Pratt at lowell@tagonline.org to request an invitation.


Sponsorship Opportunities Available


Chief Sales Officer

May 7, 2015
7:30 am - 9:00 am

Centergy Building
75 5th Street, NW
Hodges Room Suite 335
Atlanta, GA 30308

Tyler Winkler

Vice President, Global Sales & Marketing
Dell SecureWorks

Tyler Winkler joined Dell SecureWorks in 2002 and today is responsible for all go-to-market functions including sales, marketing and business development. Prior to joining Dell SecureWorks, Winkler was Vice President of Sales for SafeNet, a leading provider of information security products based in Belcamp, MD. Winkler began his career at ICARUS as a commission-only salesperson, eventually launching their Latin American and European offices before taking over as Vice President of Worldwide Sales and Marketing. Winkler was instrumental in the IPO and ultimately the acquisition of ICARUS by Aspen Technology in 2000. He has a business degree from Towson University in Baltimore, MD.

Discussion Topics

Hear from you and your peers on how sales and marketing alignment can lead to optimized joint strategies and processes that lead to greater revenue results. Some of the topics associated with this theme can be found below.

  • Building a Go-to-Market strategy to support aggressive growth objectives: We will touch on the process that is used to identify key markets for expansion, head count investment, process, and the technology needed to support growth, change management, and the like.
  • Current trends: How are sales teams evolving over the next 12 months?
  • Building a successful inside out model


Contact Lowell Pratt at lowell@tagonline.org to request an invitation.

Sponsorship Opportunities Available


Series Sponsorship Benefits ( $10,000/2 sessions)
- Logo placement at event and event webpage
- 3 Seats at the Roundtable Event
- 1 seate to the CMO or Sales Roundtable event
- Opportunity to make remarks at the event
- Opportunity for 1 TAG Radio Interview  ( C-level ideally)
- 3 Invitation to TAG's Annual VIP Reception
- 1 Banner Ad to be distributed in a TAG mailing
 For more information on sponsorship, please contact Lowell Pratt, Director of Executive Engagement, at lowell@tagonline.org or 404-526-6032. 
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