An invitation-only · 3:00 - 6:00 PM · September 24

A private gathering for senior marketing leaders shaping what comes next.

An invitation-only gathering for leaders, founders, and market-shapers seeking a candid perspective on what's changing, what's overhyped, and what deserves attention right now @ Rebellion Group, 535 West Main St., Cheshire, CT.

WHO'S IN THE ROOM

Meet the speakers.

Sophia Matsas

Sophia Matsas

VP Marketing @ Mystic Seaport & CEO @ Together Branding
Ryan Fazio

Ryan Fazio

State Senator, State of Connecticut
Whitney Cadett

Whitney Cadett

Vice President of Marketing and Strategic Growth, Sikorsky Credit Union
Lynn LaRocca

Lynn LaRocca

Head of Brand, Marketing & Creative, United States Golf Association
Kevin O’Leary

Kevin O’Leary

Director of Marketing, The Preservation Society of Newport County
Maria Oliveira

Maria Oliveira

Director of Marketing, Fletcher Business Group
Curt Brey

Curt Brey

CEO, Yankee Home
Jesse Imse

Jesse Imse

Head of Marketing, TRUMPF North America
Jon Holecz

Jon Holecz

Executive VP Marketing, Cooper Spirits
Carmen Romeo

Carmen Romeo

Owner, Fascia's Chocolates
Anna Collete

Anna Collete

CMO, Masonicare
Lauren Carmody

Lauren Carmody

CMO @ Connecticut Innovations
Jodi Susman

Jodi Susman

CMO, Budderfly
Paul Dionne

Paul Dionne

VP of Marketing, Basketball Hall of Fame
Tom Downie

Tom Downie

CMO, Clarios
Ashley Volkens

Ashley Volkens

Executive Director, Habitat For Humanity
Brenda Jahnke

Brenda Jahnke

Dean of Marketing & Comm., Cornell University
Kent Phillips

Kent Phillips

VP, Strategic Insights, Covetrus
David Mitchell

David Mitchell

CMO, The Flare.ai
WHY IT EXISTS

The public conversation is too polished to be useful.

Everyone is publishing, posting, predicting, and presenting. The result is a lot of commentary that sounds confident but rarely helps you make a better decision.

The most valuable perspectives are still shared in the conversation after the panel, the dinner after the conference, the call before the board meeting, or the candid exchange between people who know the public answer isn't the whole answer.

WHAT MAKES IT DIFFERENT?

Built less like a conference. More like a trusted executive room.

The mix of marketing leaders, founders, operators, investors, advisors, industries, and perspectives determines the shape of the conversation. The value comes from who is present, how the room is protected, and what people are willing to share.

PURPOSEFUL INVITATIONS

The room comes before the agenda.

Attendance is intentionally curated to protect quality, relevance, and
decision-making altitude.

Off record by design

Ideas will travel. Attribution will not.

No recording. No press. No quote mining. No public recap.

Exchange over performance

No panel theater.

No rehearsed thought leadership. Useful conversation over polished certainty.

Private readout

The value continues afterward.

Attendees receive an anonymized readout of the strongest themes, tensions, questions, and 
emerging patterns.

WHAT ACTUALLY HAPPENS?

A hosted gathering with a clear arc.

  • 1.Guests arrive in a curated room designed for relevance rather than proximity.
  • 2.A concise opening frame establishes the shared questions shaping marketing today.
  • 3.Selected leaders offer brief observations—not presentations—before conversations move into intentionally curated peer groups.
  • 4.The evening concludes with the strongest themes, contradictions, and practical takeaways that emerged across the room.
Arrive Frame Exchange Recap
THE ROOM

Most events build an agenda. We build the room.

The objective isn't consensus. It's better thinking.

Every conversation is shaped by the people inside it. Instead of assigning seats randomly, Off Record intentionally assembles smaller groups around relevance, responsibility, and perspective.

THE FIRST GATHERING

The Unsaid

Rather than covering every marketing topic, the inaugural gathering will focus on the observations, tensions, doubts, and strategic bets that rarely make it into public commentary but shape executive decisions—often without complete information.

AI + JUDGMENT

Where is AI creating genuine advantage, and where is it simply making work faster?

CUSTOMER CHANGE

Which behaviors are actually shifting—and which are being overread?

BRAND VALUE

Where does brand continue to create measurable business advantage?

PRIVATE BETS

What are you willing to back before the market agrees?

WHO BELONGS?

For marketing leaders who improve the room.

The ideal participant:

  • Carries real responsibility.
  • Brings original perspective.
  • Speaks with candor.
  • Makes the room more useful for everyone else.
  • CMOs
  • Brand Leaders
  • Growth Leaders
  • Founders
  • Investors
  • Agency Principals

Reply to the host.

Express Interest • Private Invitation Review

To express interest, reply to the person who shared this with your name, title, company, and one sentence on the perspective you would bring to the room.

Sponsors

Partners who make this gathering possible