The 100+ Brands of the B2SMB Institute
To Our Many Friends in B2SMB:
The B2SMB Institute’s Leaders’ Forum is special.
Special people, special content, special location.
And it’s special to Peter and me because of how much the event has grown, and the astounding participants it continues to attract.
We pride ourselves on curating an A-List of attendees, the best and brightest Leaders of the $500Bil+ business-to-small-business marketplace. We then carefully construct an intimate forum that highlights shared challenges and opportunities in a setting that drives casual and candid exchange.
The CIA Greystone at the far end of Napa Valley is your haven to step away from the day to day tactics of running operations, to feed your strategy and leadership muscles. You’ll be immersed in “big picture” insights, highly interactive workshops and 1-to-1 peer exchanges that are focused on new and emerging business strategies and models for building profitable SMB-focused businesses.
Our attendees will range from CEOs to CPOs to Founders, from Marketers to Developers to Investors. Over 80% of the 2019 Leaders’ Forum’ attendees were VP-level and above, representing the biggest B2SMB brands, and many of the B2SMB Institute’s largest Members.
The Leaders’ Forum is an exclusive event meant entirely for Leaders. To learn how you might attend, or to submit your invitation request, please click here.
We look forward to seeing you in May!
What They Said: Top Reasons
for B2SMB Pros to Attend the Leaders’ Forum
“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, AWeber
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.
“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.
“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!
“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!
“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.
Highlights of our 2019 Leaders’ Forum- Speakers, Agenda & More
Head of Marketing
SMBs and Their Money
Small Businesses know their money matters, but managing that money is their most complicated job. Square sits at the center of an SMB financial management ecosystem that includes getting paid, paying bills, paying employees, raising capital and more. Lauren Weinberg talks how Square will square its future as device, system, service and lifetime SMB partner.
SMBs and Their People
As the largest collective employer in the US, how are SMBs solving for the challenges people bring to any business? Jay Fulcher, founder of one of the longest players in the B2SMB HR space, gives insights, perspectives and more.
Clate Mask knows SMBs, with nearly 20 years of both being an SMB and serving SMBs every day. He especially knows the unique relationship that exists between SMBs and their customers, a world unto itself. He’ll talk how that world is changing – and what remains constant.
More Day 1 Highlights from 2019
“How to Serve SMBs at Scale And Live to Tell About It”
When you serve SMB customers in the millions, you quickly confront the overwhelming challenges of scale. From targeted marketing to direct selling to fulfillment, you face thousands of possible iterations, versions and customizations. In a world of so many choices, what’s YOUR organizing principle? Two of our largest B2SMB brands talk how they successfully serve their huge SMB customer bases.
Highlights of Day 2, 2019
Word of Mouth, or WOM, is a bomb that can either blow up in your face or explode in viral success. From the words of reviews to the voice of Influencers, from your own content to what’s said about you on Facebook, if you don’t know your WOM you’re gonna bomb!
Many B2SMB brands are awakening to the value of their SMB customers’ data, specifically data derived from product usage and behaviors. Ben Brewer of SAP Concur will talk how SMB customer data is aggregated, analyzed and packaged to create genuine offering value.
Long ago, SMBs bought everything face-to-face. Then we evolved. But now major B2SMB brands are recognizing that even a slight touch from a real human being makes all the difference in successfully winning and keeping SMBs. Ed Arcinue is a believer that people still sell to people, and he talks how at LegalZoom.