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The 250+ Brands of the B2SMB Institute


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.

Why You Should Attend the 2022 Leaders’ Forum


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


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


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

Top-to-Top Networking at the Leaders’ Forum Venue is Easy, Fun and Highly Valuable Take full advantage of both our in-event networking activities, our meet-up friendly venue and the late California spring weather to connect with your best and brightest peers in B2SMB.

Our Leaders’ Forum Workshops
Are “Idea Kitchens” for Winning,
Keeping & Growing SMBs
You’re wanted in the kitchen - the idea kitchen! Throughout our event, we’ll break into small groups to strategize what, why and how we cook up the opportunities identified by our Speakers. Facilitated by our Members’ “Master Chefs,” our workshops will be comfortable, candid and highly engaging, leaving all smarter for 2020 and beyond.

Our Day 1 Reception Features CIA Chefs & Winemasters in Cooking Demos & Tastings The best and brightest in B2SMB deserve the very best in food and wine, but as a bonus, we’ve invited chefs and winemasters from Copia to show us novices how the real experts make delicious look easy. Mix, mingle, nosh and sip and go home a CIA-trainee!

Where to Stay in Napa

The Westin Verasa Napa
1314 Mckinstry Street $359/per night*

River Terrace Inn 
1600 Soscol Ave
$269/per night*

Archer Hotel
1230 First Street
$579/per night*

Hennessey House 
1727 Main Street
$269/per night*

Andaz Napa 
1450 First Street
$289/per night*


Meritage Resort & Spa 
875 Bordeaux Way
$368/per night*


Silverado Resort & Spa 
1600 Atlas Peak Road
$232/per night*

Embassy Suites 
1075 California Blvd
$334/per night*

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, 

“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.