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The CMO/CFO Power Partnership: 9 Best Practices To Make It Work

Matt Heinz - 29 January 2019

I recently hosted our latest invite-only CMO Roundtable in Seattle. We partnered with Allocadia and our topic focused on Finance and Marketing Alignment with the CFO and CMO.
Chris Pick, CMO from Apptio and Samantha Bannister, VP of Finance and Operations from Allocadia were the panelists who provided valuable insights.  The CFO and CMO relationship doesn’t get the same tradeshow airplay and blog coverage as sales alignment. But the Finance and Marketing partnership is likely the most important to build and maintain.  Bannister and Pick shared powerful insights that can help marketing leaders with any size organization and different growth goals.
Here are detailed takeaways:
Success starts with planning. A strong CMO and CFO partnership is built on planning, communication, and results.  Planning is the starting point. Many CMOs and marketing VPs start their planning process late and this forces reactive decisions without data models. Pick and his team at Apptio begin planning

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