The 100+ Brands of the B2SMB Institute

#Small2Big – Scaling to Success
in the $500Bil B2SMB Marketspace

If your job depends on successfully winning, keeping and growing Small Business customers at scale, you face the #Small2Big challenge every day.

How do you get from one SMB to many to millions?

The Institute’s largest gathering of the year will bring together hundreds of B2SMB professionals for 2 full days of market-leading insights coupled with extensive networking opportunities, all centered on #Small2Big success stories, “how to” playbooks and actionable insights.

Our attendees will represent some of the biggest names in B2SMB products and services, alongside new players, best resources, SMB Influencers and segment Investors. You’ll meet fellow C-Suite Execs and front-line practitioners, from Marketers to Operators to Founders – over 70% of last years’ attendees were VP-level and above. Over 90% of attendees to our October 2018 event plan to attend again, excited to meet fellow Business-to-Small-Business leaders who are tackling the demands of #Small2Big.

To reserve YOUR place at
the B2SMBI Global Conference, click here!

We’ll address the critical challenges and opportunities of our highly-fragmented customer and prospect base – millions of “snowflake” SMBs who often defy description – and how to reach, engage, sell, deliver and keep them. B2SMB peers will address peers on scaleable success with SMBs, opening a dynamic 2-day dialogue on what’s working, and what’s not. From thought-leader keynotes, to best-practice workshops, to proprietary SMB research presentations, attendees can expect to return to their jobs having elevated their game.

If you’d like to become a presenter on a #Small2Big topic
at the B2SMBI Global Conference 19, click here.

Our 2019 Best2SMB Awards luncheon on Day 2 of the Global Conference will showcase the very best Business-to-Small-Business offerings and innovations , culminating in our global Best2SMB Brand of the Year award for overall Enterprise excellence. Curated and voted on by our B2SMBI Influencers’ Circle, the Best2SMB Award winners will truly represent the best of the best.

For more information or to submit your offering, innovation or brand for Best2SMB consideration, click here.

Want to get hands-on with the best #Small2Big tools, resources and services? Our B2SMB Sponsor showcase represents the best and brightest Solution Providers exhibiting the latest resources our Members need.

Interested in Exhibiting at the
B2SMBI Global Conference 19? Click here.

Early Featured Speakers

Raj Mukherjee,
SVP Product

How Indeed Successfully Scaled to Serve Millions

When you serve hundreds of thousands of SMBs and millions of job seekers, you quickly confront the overwhelming challenges of scale. From product CE to targeted marketing to fulfillment, Raj Mukherjee’s team at Indeed has faced thousands of possible iterations, versions and customizations. In a world of so many choices, what’s been the organizing principle? One of our largest B2SMB brands talks how they successfully built and serve their huge SMB customer base.

Karen Mills,
Former Head Administrator

When Every SMB Matters- a Vision of the Small Business Ecosystem

Under President Obama, Harvard-fellow Karen Mills served as the first Cabinet-level head of the Small Business Administration. She led a team of more than 3,000 associates and managed a loan guarantee portfolio of over $100 billion. At the height of the Great Recession she took steps that led to record-breaking years for SBA lending and investments in growth capital. She’ll talk about the ultimate #Small2Big challenge – serving every SMB.

More Early Featured Speakers @B2SMBI Global Conference 19

Paras Maniar

President, Local
Gannett/USA Today Network

Ramon Ray

Editor & Founder
SmartHustle Magazine

Kim Green-Kerr

SVP, Business Solutions
Sprint

Chad Richard

SVP, Business & Corporate Development
Yelp

Lex ten Veen

EVP Strategic Partnerships
Uberall

Molly Moore

CMO
Ruby Receptionists

Eric Spadafora

VP Sales - East
Verizon

Sean Cohen

COO
AWeber

Early Agenda for the B2SMBI Global Conference 19

(6/25 update- subject to change)

02oct(oct 2)9:30 am03(oct 3)2:00 pmGlobal Conference 19Early Registration for Playbooks Participants from 8:00 AM to 9:30 AM. Registration remains open all morning.

Schedule

Day 1
Day 2

October 2, 2019
9:30 AM TRACK 1- WELCOME TO B2SMB SALES & MARKETING PROS9:30 AM - 9:40 AMB2SMB Institute cofounder Peter Hutto will welcome Track 1 attendees with tips on how to get the most out of the Playbooks experience – content, insights and networking opportunities abound.

Dave Walker, CEO
B2SMB Institute
9:30 AM TRACK 2- WELCOME TO B2SMB OFFERING & DELIVERY PROS9:30 AM - 9:40 AMB2SMB Institute cofounder Dave Walker will welcome Track 2 attendees with tips on how to get the most out of the Playbooks experience – content, insights and networking opportunities abound.

Peter Hutto, CSO
B2SMB Institute
9:40 AM TRACK 1- PLAYBOOK 1: Sales & Marketing9:40 AM - 10:10 AMNew SMB Target Segments and How to Engage Them at Scale

A Panel of B2SMB Member Pros, Practitioners & SMEs – TBA
9:40 AM TRACK 2- PLAYBOOK 2: Offering & Delivery9:40 AM - 10:10 AMPQL vs. MQL - a Practical Guide to a Better Offering

Perry Evans/Dan Slagen
ThriveHive
10:10 AM TRACK 1- PLAYBOOK 3: Sales & Marketing10:10 AM - 10:40 AMNew SMB Buyer Signals and How to Use Them

A Panel of B2SMB Member Pros, Practitioners & SMEs – TBA
10:10 AM TRACK 2- PLAYBOOK 4: Offering & Delivery10:10 AM - 10:40 AMTime-to-Value - A Practical Guide to Better Adoption

A Panel of B2SMB Member Pros, Practitioners & SMEs – TBA
10:40 AM NETWORKING BREAKOUT10:40 AM - 11:00 AMTime to meet your fellow Playbooks attendees - we've set aside the time, the space and the ideas worth talking about for each of our 2 tracks!
11:00 AM TRACK 1- PLAYBOOK 5: Sales & Marketing11:00 AM - 11:30 AMHow B2SMB Partnerships Provide Instant Scale

Ricardo Vargas-Lugo
Indeed

Angela Poghosyan
LegalZoom
11:00 AM TRACK 2- PLAYBOOK 6: Offering & Delivery11:00 AM - 11:30 AMHow Verticalization Is #Small2Big's Secret Sauce

A Panel of B2SMB Member Pros, Practitioners & SMEs – TBA
11:30 AM TRACK 1- PLAYBOOK 7: Sales & Marketing11:30 AM - 12:00 AMHow to Partner with SMB Influencers

Ramon Ray, Editor & Founder
SmartHustle
11:30 AM TRACK 2- PLAYBOOK 8: Offering & Delivery11:30 AM - 12:00 AMHow Data Will Build Your Next B2SMB Product

A Panel of B2SMB Member Pros, Practitioners & SMEs – TBA
12:00 PM GENERAL SESSION REGISTRATION & Light Lunch12:00 PM - 1:00 PMArrive early for our Playbooks tracks, or arrive later for our afternoon General Session. We'll fuel you up with great food and great company! It's your first chance to meet and greet fellow GC'19 attendees!
1:00 PM WELCOME1:00 PM - 1:30 PMB2SMB Institute cofounders Dave Walker and Peter Hutto will welcome attendees with an overview of our #Small2Big theme, offering tips on how to get #My1Thing out of our event. Content, insights and networking opportunities abound, but what will be YOUR big takeaway?

Dave Walker, CEO
B2SMB Institute

Peter Hutto, CSO
B2SMB Institute
1:30 PM The #Small2Big All-Stars1:30 PM - 2:00 PMSUPER-PANEL: Members of our Leaders' League will showcase the #Small2Big stories they admire most. From Fintech to Martech to LowTech, we'll dive into what makes for scaleable success in B2SMB - not just how it's done, but why it works in a world of a million SMB "snowflakes."

Members
B2SMBI Leaders' League
2:00 PM The SBA at Scale2:00 PM - 2:30 PMLeader to Leader Fireside Chat: Under President Obama, Harvard-fellow Karen Mills served as the first Cabinet-level head of the Small Business Administration. She led a team of more than 3,000 associates and managed a loan guarantee portfolio of over $100 billion. At the height of the Great Recession she took steps that led to record-breaking years for SBA lending and investments in growth capital. Eric Groves will talk to her about the ultimate #Small2Big challenge - serving every SMB.

Karen Mills, Former Administrator
US SBA

Eric Groves, CEO & Co-Founder
Alignable
2:30 PM Indeed at Scale2:30 PM - 3:00 PMWhen you serve hundreds of thousands of SMBs and millions of job seekers, you quickly confront the overwhelming challenges of scale. From product CE to targeted marketing to fulfillment, Raj Mukherjee’s team at Indeed has faced thousands of possible iterations, versions and customizations. In a world of so many choices, what's been the organizing principle? One of our largest B2SMB brands talks how they successfully built and serve their huge SMB customer base.

Raj Mukherjee
Indeed
3:00 PM Facebook & Instagram at Scale3:00 PM - 3:30 PMLeader to Leader Fireside Chat: Despite millions of Small Business Members, neither Facebook nor Instagram are not immune to the challenges of scale, and both have recently made changes to better address the unique demands of SMBs, from solopreneurs to the mid-tier. We'll hear about new offerings, new insights, and new partnership opportunities with these two social giants.
3:30 PM NETWORKING BREAKOUT3:30 PM - 4:00 PMTime to meet your fellow GC'19 attendees - we've set aside the time, the space and the ideas worth talking about during our first General Session networking breakout!
4:00 PM 5G at Scale4:00 PM - 4:30 PMMake no mistake, 5G is coming quickly, and it promises to change everything on a scale that some say rivals the arrival of the internet. Verizon is betting big that 5G technology will birth whole new behaviors and demands, with a critical impact on SMBs and those who serve them. Hear how you can get ahead of the wave.

Eric Spadafora, VP Sales East
Verizon

Dave Hickey, VP Sales West
Verizon
4:30 PM SaaS at Scale4:30 PM - 5:00 PMSUPER-PANEL: is the universe of B2SMB offerings headed towards an all-Saas solution set? Our Super-panel will debate the merits of a pure software offering, the virtues of human interaction and the challenge of creating that single B2SMB platform.
5:00 PM My #Small2Big, #My1Thing5:00 PM - 5:30 PMWORKSHOP BREAKOUTS: As we'll learn from our afternoon of Speakers, success in turning #Small2Big requires creativity, adaptability and a relentless test-and-learn mindset. Our breakouts, each comprised of 12-15 attendees, will encourage peers to brainstorm the challenges and solutions of #Small2Big, facilitated by Members of our Leaders' League.
5:30 PM RECEPTION5:30 PM - 7:00 PMGreat food, great libations and great people - our Global Conference reception has become the networking highlight of our event. We'll taste, sip, chat and laugh amongst B2SMB friends - folks whose jobs are as tough as ours!

October 3, 2019
7:30 AM SALES/MARKETING COUNCIL BREAKFAST7:30 AM - 9:00 AMFor B2SMB Sales & Marketing Pros: for those whose job depends on reaching, engaging and winning SMB customers, our Sales & Marketing Council will host a breakfast with featured Speakers on best practices and what's working with the toughest customers on Planet Earth - Small Business!
7:30 AM OFFER/DELIVERY COUNCIL BREAKFAST7:30 AM - 9:00 AMFor B2SMB Offering & Delivery Pros: for those whose job depends on designing and developing SMB products and services, and for those pros who take care of delivering, servicing and above all keeping SMB customers, our Offering & Delivery Council will host a breakfast with featured Speakers on best practices and what's working with the toughest customers on Planet Earth - Small Business!
9:00 AM WELCOME BACK9:00 AM - 9:15 AMHave you found #My1Thing yet? B2SMB Institute cofounders Dave Walker and Peter Hutto will detail the #Small2Big topics of Day 2.

Dave Walker, CEO
B2SMB Institute

Peter Hutto, CSO
B2SMB Institute
9:15 AM Winning SMBs at Scale9:15 AM - 10:00 AMSUPERPANEL: in a world with millions of SMB "snowflakes," what organizes your efforts to reach and engage at scale? is it about media? content? or is "what works" really a logical extension of "what's needed now?" Our panel talks success in a variety of forms but with a very practical POV - that capturing an SMB's "moment of need" is key to successful marketing, sales, and retention.

Laura Goldberg, CMO
Kabbage

Ben Brewer, SVP & GM, SMB
SAP Concur

Molly Moore, CMO
Ruby Receptionists
10:00 AM Using SMB Data at Scale10:00 AM - 10:30 AMSUPERPANEL: SMB data increases in value every day - from marketing and sales to product development and delivery, what we learn and apply from SMB data can change our game. Our panel takes on the collection, use and challenge of SMB data, each from a unique perspective.

Doug Bewsher, CEO
Leadspace

Doug Llewellyn, CEO
Business.com

Bob Moore, President
Crossbeam
10:30 AM Applying SMB Insights at Scale10:30 AM - 11:00 AMSUPER-PANEL: Peter Hutto of the B2SMB Institute leads a panel that both summarizes and explains our most recent SMB "Brand Confidence" survey and research, including insights into why SMBs buy one brand over another, and impacting B2SMB brand acquisition, retention and long-term success.

Jason Peaslee, Managing Partner
ThriveHive

Lem Lloyd, SVP Revenue & Business Development
BuzzBoard

Eric Groves, CEO & Co-Founder
Alignable
11:00 AM NETWORKING BREAKOUT11:00 AM - 11:15 AMTime to meet your fellow GC'19 attendees - we've set aside the time, the space and the ideas worth talking about during our first General Session networking breakout!
11:15 AM THE B2SMBI INFLUENCERS CIRCLE INNOVATION WORKSHOP 1 11:15 AM - 11:45 AMInnovations in B2SMB Fintech

Facilitated by Members
The B2SMBI Influencers' Circle
11:15 AM THE B2SMBI INFLUENCERS CIRCLE INNOVATION WORKSHOP 2 11:15 AM - 11:45 AMInnovations in B2SMB MarTech

Facilitated by Members
The B2SMBI Influencers' Circle
11:45 AM THE B2SMBI INFLUENCERS CIRCLE INNOVATION WORKSHOP 311:45 AM - 12:15 AMInnovations in B2SMB Ops & AdminTech

Facilitated by Members
The B2SMBI Influencers' Circle
11:45 AM THE B2SMBI INFLUENCERS CIRCLE INNOVATION WORKSHOP 4 11:45 AM - 12:15 AMInnovations in B2SMB Media & Marketing

Facilitated by Members
The B2SMBI Influencers' Circle
12:15 PM B2SMB Institute 2019 Best2SMB Awards LUNCHEON12:15 PM - 2:00 PMWe’re proud to showcase best practices in B2SMB Product/Service Offerings and Innovations, culminating in our global Best2SMB Brand of the Year award for overall Enterprise excellence. Curated and voted on by our B2SMBI Influencers’ Circle, our winners will truly represent the best of the best, and we’ll show you how.

The B2SMBI Influencers' Circle:
Ramon Ray
Pamela Slim
Steve Strauss
Ivana Taylor
Laurie McCabe

More Featured Speakers @B2SMBI Global Conference 19

Doug Llewellyn

CEO,
Business.com

Kush Shrivastava

Managing Director,
Verizon/Oath

Jeanette Mulvey

Exec. Director - Content,
US Chamber of Commerce

Perry Evans

President,
ThriveHive

More Featured Speakers @B2SMBI Global Conference 19

Chris Spanos

CEO,
Urgentl.ly

Laura Goldberg

CR&MO,
Kabbage

Eric Groves

Co-Founder/CEO,
Alignable

Pamela Slim

Founder,
Ké Main Street Learning

The B2SMB Institute Influencers’ Circle

Ramon Ray

Founder/Publisher,
Smart Hustle

Pamela Slim

Founder,
K'é- Main Street Learning Lab

Steve Strauss

Senior Small Business Columnist,
USA Today

Melinda Emerson

SmallBizLady,
Consultant and Author

Rieva Lesonsky

CEO & President,
GrowBiz Media and SmallBizDaily.com

John Jantsch

Consultant and Author,
Duct Tape Marketing

Ivana Taylor

Publisher,
DIY Marketers

Brian Moran

CEO,
Small Business Edge

John Lawson

CEO,
ColderICE Media

Anita Campbell

CEO,
Small Business Trends

Barry Moltz

Turnaround Consultant and Author,
Getting Small Business Unstuck

Laurie McCabe

Consultant & Partner,
SMB Group

Accomodations within Walking Distance of the B2SMBI Global Conference

What They Said: Top Reasons
for B2SMB Pros to Attend Global Conference 19

Best-in-Class for B2SMB

“What a great two days. You guys are building something super cool and INCREDIBILY valuable.” – Jill Nelson, CEO/Founder, Ruby Receptionists

“I was so incredibly impressed on who you were able to gather together to talk about how we better support the SMB community.” – Erik Day, VP/GM – Small Business, Dell

“The event was first class, from the people, the connections and the take home value.” – Sean Cohen, COO, Weber

There’s no other event that entirely focuses on the highly challenging $500Bil Business-to-Small-Business marketspace, bringing B2SMB pros at all levels a unique and intense value.

A Focus on What Works

“It was great to hear the experiences of the speakers and other attendees. We came away with some immediate points of optimization for our go to market process.” – Joanna Knox, BD Lead, Fundbox

“We thought the event was very well done! You guys brought it! The networking and content was spot on.” – Aaron Bailey, COO, Business.com

“My team and I learned so much during the conference with all the folks who are serving SMBs. Overall, a truly inspiring event.” – Liz Yoon, Partnerships Management, LegalZoom

We emphasize what works when it comes to reaching, engaging, keeping, keeping and growing SMBs. With no time for theory, our attendees leave a whole lot smarter on what to do next.

Pro-Grade Networking

“Great connections and networking.” – Carrie Jacobson, VP Technology & Services, Office Depot

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

We pride ourselves on bringing together B2SMBs best and brightest and fostering their peer-to-peer exchanges, with plenty of time and space to comfortably interact.

What’s Now & What’s Next

“I found a lot of value connecting with various leaders in the space and learning how different companies are approaching the SMB segment.” – Dip Ghuman, Strategic and Product Partnerships, Indeed

“Definitely think it put Lorem on the radar for a lot of important partners in the future and lots of great content from other innovators in the SMB space.’ – Sam Wilcoxon, Founder, Lorem

We believe it’s critical that B2SMB pros see what’s here and what’s coming when it comes to the millions of Small Business they are trying to sell. Count on us to keep looking ahead!

More than a Single Event

“I think this will grow year over year and I look forward in participating in future.” – Jenn Allen, SMB Segment Lead, Cisco

“You put together a great event and it’s definitely going to be one of the must-go to events for everyone who is serving small businesses.” – Martin Schmidt, Strategic Development, 1&1

“Thank you for the opportunity and really enjoyed it. You are building something very interesting.” – Doug Bewsher, CEO, Leadspace

B2SMB Institute events are focus-points for our Members, but our Member community, segment Councils, SMB research and resources (like Playbooks!) adds value throughout the year and beyond!

And It’s Fun?!?

“It was a ton of fun.” – Darian Shirazi, CEO, Radius

“Absolutely amazing event.” – Max Pechersky, PromoRepublic, CEO/Co-Founder

“Seriously, it was a great show – congratulations to you for taking the lead and driving this. Much needed and I made numerous contacts – for which I can see value on both sides of the equation.” – Lem Lloyd, SVP, Buzzboard

From the beginning, we’ve been impressed by our very own B2SMB event Speakers, facilitators, and attendees – great Pros with great experiences and great willingness to share. We make peer-to-peer fun with lots of events within our events that foster casual, comfortable exchange, and more than a few laughs.

Get Your Tickets to the Global Conference Now!

The 100+ Brands of the B2SMB Institute

#Small2Big – Scaling to Success in the $500Bil B2SMB Marketspace

If your job depends on successfully winning, keeping and growing Small Business customers at scale, you face the #Small2Big challenge every day.

How do you get from one SMB to many to millions?

The Institute’s largest gathering of the year will bring together hundreds of B2SMB professionals for 2 full days of market-leading insights coupled with extensive networking opportunities, all centered on #Small2Big success stories, “how to” playbooks and actionable insights.

To reserve YOUR place at the B2SMBI Global Conference, click here!

If you’d like to become a presenter on a #Small2Big topic at the B2SMBI Global Conference 19, click here.

For more information or to submit your offering, innovation or brand for Best2SMB consideration, click here.

Want to get hands-on with the best #Small2Big tools, resources and services? Our B2SMB Sponsor showcase represents the best and brightest Solution Providers exhibiting the latest resources our Members need.

Interested in Exhibiting at the B2SMBI Global Conference 19? Click here.

Early Featured Speakers

Raj Mukherjee, SVP Product

How Indeed Successfully Scaled to Serve Millions

Karen Mills, Former Head Administrator

When Every SMB Matters- a Vision of the Small Business Ecosystem

More Early Featured Speakers @B2SMBI Global Conference 19

Early Agenda for the B2SMBI Global Conference 19

(6/25 update- subject to change)

Schedule

More Featured Speakers @B2SMBI Global Conference 19

More Featured Speakers @B2SMBI Global Conference 19

The B2SMB Institute Influencers’ Circle

Accomodations within Walking Distance of the B2SMBI Global Conference

What They Said: Top Reasons for B2SMB Pros to Attend Global Conference 19

Best-in-Class for B2SMB

“What a great two days. You guys are building something super cool and INCREDIBILY valuable.” – Jill Nelson, CEO/Founder, Ruby Receptionists

“I was so incredibly impressed on who you were able to gather together to talk about how we better support the SMB community.” – Erik Day, VP/GM – Small Business, Dell

“The event was first class, from the people, the connections and the take home value.” – Sean Cohen, COO, Weber

There’s no other event that entirely focuses on the highly challenging $500Bil Business-to-Small-Business marketspace, bringing B2SMB pros at all levels a unique and intense value.

A Focus on What Works

“It was great to hear the experiences of the speakers and other attendees. We came away with some immediate points of optimization for our go to market process.” – Joanna Knox, BD Lead, Fundbox

“We thought the event was very well done! You guys brought it! The networking and content was spot on.” – Aaron Bailey, COO, Business.com

“My team and I learned so much during the conference with all the folks who are serving SMBs. Overall, a truly inspiring event.” – Liz Yoon, Partnerships Management, LegalZoom

We emphasize what works when it comes to reaching, engaging, keeping, keeping and growing SMBs. With no time for theory, our attendees leave a whole lot smarter on what to do next.

Pro-Grade Networking

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

We pride ourselves on bringing together B2SMBs best and brightest and fostering their peer-to-peer exchanges, with plenty of time and space to comfortably interact.

What’s Now & What’s Next

“I found a lot of value connecting with various leaders in the space and learning how different companies are approaching the SMB segment.” – Dip Ghuman, Strategic and Product Partnerships, Indeed

“Definitely think it put Lorem on the radar for a lot of important partners in the future and lots of great content from other innovators in the SMB space.’ – Sam Wilcoxon, Founder, Lorem

We believe it’s critical that B2SMB pros see what’s here and what’s coming when it comes to the millions of Small Business they are trying to sell. Count on us to keep looking ahead!

More than a Single Event

“I think this will grow year over year and I look forward in participating in future.” – Jenn Allen, SMB Segment Lead, Cisco

“You put together a great event and it’s definitely going to be one of the must-go to events for everyone who is serving small businesses.” – Martin Schmidt, Strategic Development, 1&1

“Thank you for the opportunity and really enjoyed it. You are building something very interesting.” – Doug Bewsher, CEO, Leadspace

B2SMB Institute events are focus-points for our Members, but our Member community, segment Councils, SMB research and resources (like Playbooks!) adds value throughout the year and beyond!

And It’s Fun?!?

“It was a ton of fun.” – Darian Shirazi, CEO, Radius

“Absolutely amazing event.” – Max Pechersky, PromoRepublic, CEO/Co-Founder

“Seriously, it was a great show – congratulations to you for taking the lead and driving this. Much needed and I made numerous contacts – for which I can see value on both sides of the equation.” – Lem Lloyd, SVP, Buzzboard

#Small2Big – Scaling to Success
in the $500Bil B2SMB Marketspace

To reserve YOUR place at
the B2SMBI Global Conference, click here!

If you’d like to become a presenter on a #Small2Big topic
at the B2SMBI Global Conference 19, click here.

Interested in Exhibiting at the
B2SMBI Global Conference 19? Click here.

Raj Mukherjee,
SVP Product

Karen Mills,
Former Head Administrator

What They Said: Top Reasons
for B2SMB Pros to Attend Global Conference 19