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NAPA, OCT 7-8

The Lighthouse for the $2.5 Trillion B2SMB Market

The Serious Work of Succeeding with Small Business Requires Serious Intelligence and Infrastructure

Join the first and longest-standing network of leaders focused on winning, keeping, and growing Small Business customers at scale.

The Origin of The Term: B2SMB - circa 2018

The Institute Exists to Serve the B2SMB Profession.

Since 2018, the B2SMB Institute has excelled as the center of gravity for leaders facing the toughest customers on Planet Earth: America’s Small Businesses.

You’re in the right place

Fragmentation & Scale are
The pain points of B2SMB.
Your Peers have relief.

You want a network of fellow practitioners – peers you can bounce ideas off, that can share insights and tactics, that can become great Partners. Here they are.

Fragmentation – 33 Million “snowflakes” – is a challenge ALL B2SMB Leaders must reconcile with Scale. How do you sell successfully to millions of SMB customers every day?

We WIN in B2SMB through sharing what works, and what doesn’t. The formula of the B2SMB Institute is simple: meet, connect, network, learn and grow. Join us.

If you could fly in an invisible helicopter and drop into any B2SMB-Enterprise-team’s weekly review, what do you think you’d hear? We sat in on those meetings, and what we heard was the same (verbatim) challenges being tackled.

You’re in the right place if you’re tired of facing the challenges of SMB reach and engagement – on your own time and on your own dime.  We bring you peer wisdom, the solutions others like you have deployed with success.

Join 100s of B2SMB Brands Now

2026 B2SMB Momentum Report

The Institute’s current assessment of the forces shaping the Small Business market.

Between the Lines

Direct Institute observations drawn from continuous engagement with the B2SMB market.

GTM Playbooks

Best practices and best in class strategies and tactics from across our network and knowledge base.

For Enterprises, Startups, Advocacy Leaders, and Individual Practitioners

Stewarding Those Who Serve Small Business.

The B2SMB Institute stewards the full continuum of leaders and organizations responsible for the Small Business market — from global enterprises to emerging startups, from advocacy organizations to individual professionals committed to mastering their craft. By preserving shared knowledge, convening leadership across sectors, and sustaining the profession’s continuity, the Institute ensures those serving Small Business customers can do so with clarity, confidence, and collective strength.

OBSERVE • DOCUMENT • CONVENE • STEWARD • ADVANCE

SINCE 2018, 1OOs OF EVENT-GOERS AGREE

The Voice of the Customer: Attendees Talk B2SMBI Events

“The keynotes, the panels, the breakouts and the 1:1 discussions at dinner all left us with wheels turning on how we can better help SMBs.”
Kylie Raven, Google

“I am so incredibly impressed on who you’ve gathered together to talk about how we better support the SMB Community.”
– Eric Day, SVP/GM, DELL

“Everyone I speak with gives your events a “five star” rating – they really are very well done (and productive!)”
Rich Hargrave,
Sr. Channel Sales Director,
vcita/inTandem

“It was a great event. The bar has been set even higher again.”
– Chris Shank, VP Sales, Verizon Business

“There was this great energy in the room and lots of good opportunities to network.” 
– Kelly Thomas Nojaim, VP Partner Development, Microsoft

About Us

Make Your Big Plans & Goals Become a Reality

You’re making waves and driving change in your industry — and we're here to help you do just that.

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Hi, I'm Heather—Conversion Expert

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READING NOW:

“Move” by Sangram Vajre

APP OF THE WEEK:

Deepstash

BREAKTHROUGH:

Ice Cold End of Shower

AI OPEN NOW:

Claude

Meet The Heart of B2SMB

There’s a Founder in here, some long time Advisors, some “there from the beginning” Members, and some tireless Contributors.

Dave Walker

Co-Founder/CEO

KELLY BENISH

Chair – Partners Circle

ERIC GROVES

Chair – Leaders League

Take a look back

Our Timeline

2024

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2022

Sugar plum marshmallow sweetie. Lollipop muffin jelly croissant bear.

2020

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2023

Tootsie roll powder bear claw icing gummies ginger bread chups muffin.

2021

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2019

Sugar plum marshmallow sweetie. Lollipop muffin jelly croissant bear.

Wait, before you go

Choose Your Path

We’ve helped over 1,000 business owners get clear with their business strategy and go BIG with their brand.

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Get in touch

Have more questions?

We love connecting with you and answering your questions about our events, our resources and our network. We’ll even chat you up on the Institute itself! If you don’t see your question in the FAQs, you can email us directly and we’ll return the favor within 24 business hours.