MAJOR B2SMB BRAND LEADERS COMMITTED TO THE LEADERS’ FORUM 22

FEATURED KEYNOTE: BURTON M. GOLDFIELD, PRESIDENT & CEO, TRINET

FEATURED KEYNOTE: WSJ BEST-SELLER DAVID MEERMAN SCOTT

SMALL GROUP BREAKOUTS BOOKEND DAY 1’S SESSIONS

Sean Cohen
COO

Kate Winkler
CEO

Missy Galang
CMO

Rich Russey
Publisher

Kelly Benish
VP Strategic Partnerships

Latisha Carter
Head of Partners

GO HOME SMARTER WITH DAY 2 ROUNDTABLES,
BREAKOUTS & SPEAKERS

PEER B2SMB EXPERTS TALK FUTURES ON TODAY’S HOTTEST TOPICS

Want great insights at a fast-pace? Our 5-in-15 sessions challenge our SME Speakers to deliver
concise, actionable must-know-now topics – 5 in all, all within fifteen minutes.

Michelle Winnett
VP- Partner & Strategic Marketing

Bailey Preusse
Business Development Manager

Kate Daniels
Industry Partnerships Director

Kelly Benish
VP of Strategic Partnerships

Why You Should Attend the 2022 Leaders’ Forum

VALUE #1:
IT’S LIVE.

Our 2022 Leaders’ Forum will hold live keynotes, panels, workshops & more on the strategic opportunities for growth in the $500Bil Small Business marketplace.

VALUE #2:
IT’S PEER-TO-PEER. 

From strategic workshops & breakouts to our legendary Leaders’ League reception, you’ll have lots of serious opportunities to engage your B2SMB peers. 

VALUE #3:
IT’S FOCUSED. 

There’s nothing else like it: an executive retreat dedicated exclusively to the unique demands of reaching, engaging & selling to Small Business at scale.

Our Leaders’ Forum 2022 Agenda 

LOTS OF
BREAKOUTS.

Our 2022 Leaders’ Forum is networking-driven, with a host of small-group breakouts to share the opportunities and challenges that face us in B2SMB.

LOTS OF
INSIGHTS. 

We’ll dive deep into SMBs forward needs and expectations in 2022, as well as the megatrends impacting our marketplace (the Metaverse, Crypto, CE & more.)

LOTS OF
FUN. 

Killer location. Killer food. Killer company. We foster an atmosphere that is seriously casual, refreshingly candid and thoroughly engaging from end to end. 

11may(may 11)11:00 am12(may 12)1:00 pmLeaders' Forum 22

A Message from Dave Walker, Co-Founder of the B2SMB Institute

As we come to the close of a record year for growth, the B2SMB Institute will approach 2022 living the adage, “To Much is Given, Much is Expected.”

So it seems more than fitting that the theme of our return to live events in 2022 is GROW.

Our community of 5000+ now extends beyond peer B2SMB brand Leaders into a large number of SMB Influencers, SMB Advocacy Orgs, and even policy-makers at a national, state & local level. 

All of us are on a mission to grow in 2022.

For those who’ve joined us in Napa before, you know the B2SMB Institute’s Leaders’ Forum is special.  Special people, special content, special location.  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.

At the Culinary Institute of America – Greystone, you’ll find a haven to step away from the day to day tactics of running your operation, and 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 intimate event (we cap attendees at 150), so don’t delay in getting your ticket today.  To save 66%, click here.

All About Our World-class Destination – You Deserve This!

Close By St. Helena Hotels

Harvest Inn
707-963-9463
1 Main St.

Wine Country Inn 
707-963-7077
1152 Lodi Ln

El Bonita
707-963-3216
195 Main St.

Nearby Hotels (within 15-minute drive)

UpValley Inn & Hot Springs
707-942-9400
1865 Lincoln Ave.

Mount View Hotel & Spa
707-942-6877
1457 Lincoln Ave

Napa Valley Lodge
888-944-3545
2230 Madison St

North Block Hotel
707-944-8080
6757 Washington St

Downtown Napa Hotels (within 30-minute drive)

The Westin Verasa Napa
707-257-1800
1314 Mckinstry Street 

River Terrace Inn
707-320-9000
1600 Soscol Ave

Archer Hotel
707-690-9800
1230 First Street

Hennessey House
707-226-3774
1727 Main Street

Andaz Napa
707-289-9424
1450 First Street

Meritage Resort & Spa
844-283-4588
875 Bordeaux Way

Silverado Resort & Spa
707-257-0200
1600 Atlas Peak Road

Embassy Suites
707-253-9540
1075 California Blvd

What They Said: Top Reasons for B2SMB Pros to Attend the Leaders’ Forum

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, 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.

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.

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