The ROI of Efficiency: Securing Your 2027 Budget with Lean Six Sigma & Executive Insights
As budget season approaches, marketing teams need more than campaign results — they need a business case the C-suite will believe. This workshop shows marketers how to translate creative work, operational efficiency and performance metrics into the financial language executives use to approve investment. Drawing on Lean Six Sigma principles and executive-level budget insight, Leigh Ann Jacobson will share how marketers can uncover hidden inefficiencies, strengthen their ROI story and position marketing as a revenue engine—not a cost center.
Key Takeaways
- Translate marketing impact into executive language: Learn how to align marketing KPIs with strategic plans, financial priorities and long-term organizational sustainability.
- Identify the metrics that matter to the C-suite: Gain insight into the proof points senior leaders look for when evaluating budget requests during high-stakes fiscal cycles.
- Use Lean principles to increase marketing capacity: Discover how Lean Six Sigma tools can help marketing teams reduce workflow waste, scale output and improve operational efficiency without increasing headcount.
Agenda
12 p.m. Introductions
12:05 p.m. Presentation begins
12:45 p.m. Q&A begins
1 p.m. Workshop concludes
NOTE: This workshop is virtual and will be recorded. Notetakers are prohibited.
Our Speaker

Leigh Ann M. Jacobson, CFRE
Founder & Principal Consultant
Jacobson Group Consulting
With 27 years of executive leadership experience in the higher education and nonprofit sectors, Leigh Ann Jacobson specializes in operationalizing growth and financial sustainability. She is a strategic visionary and Lean Six Sigma practitioner with a proven track record of securing seven-figure principal gifts and transforming departments into high-efficiency revenue centers. Having earned executive certificates through the University of Notre Dame’s Mendoza College of Business, Leigh Ann equips marketing leaders to navigate complex fiscal cycles through rigorous strategic planning and operational efficiency, sharpening their strategic voice to drive measurable financial impact.
Sponsored by
This is an online event via Zoom. Meeting log-in will be emailed to registrants 2 days, 2 hours, and, finally, 10 minutes before the event.
Registration fees:
- AMA Chicago members: free
- Non-members: $20
- Full-time students: free