In our pre-show series for Future of Finance Marketing, we go behind the scenes with speakers and partners to learn more about their creative process, tools, and career—the conversations that don’t always make it on stage.
In this episode, Kaydee Marcinek, Chief Marketing Officer at FM, shares how she blends creativity with strategy, the key tools she uses daily, and her approach to shaping the future of marketing at a Fortune 500 company. Below are a few highlights, but press play for the full interview.
From Mind Mapping to Executive Buy-In
Kaydee starts her ideation process with charts and mind maps, sketching out ideas on paper or a whiteboard before refining them into structured presentations. This visual-first approach helps her distill complex marketing strategies into narratives that resonate with executives—who, as marketers know, value seeing marketing translated into clear business impact.
Must-Have Tools: AI as a Co-Pilot
Kaydee relies on Microsoft Copilot for everything from drafting emails to summarizing meetings. Integrated with Microsoft 365, the AI assistant helps her work faster by pulling relevant insights from company files, streamlining research, and organizing action items. She also uses Google Keep for quick notes and personal organization.
Momentum at FM
With a fresh rebrand, AI-powered marketing strategies, and high-profile sports sponsorships, Kaydee is driving FM’s next chapter. The company recently partnered with professional golfer Megan King and TGL’s Boston Common Golf Team, marking an exciting entry into sports marketing. Kaydee emphasizes that momentum isn’t just about big moves—it’s about persistence and endurance. As FM continues to grow, she and her team are focused on building a marketing strategy that maximizes these opportunities and solidifies the brand’s presence in the industry.
Book & Podcast Recommendations
Kaydee recommends The Ride of a Lifetime by Bob Iger, which offers leadership lessons from the Disney CEO’s career. She also listens to If I Was Starting Today, a podcast hosted by her brother, Jim Huffman, which shares growth marketing tactics and startup insights that apply across industries.
Follow FM on social to stay connected and watch the full interview for all the insights!
See You at The Summit
Join Kaydee on February 11th and 12th at the summit, Future of Finance Marketing.
Upgrade for On-Demand access here and rewatch all the sessions.
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