DAY 1 REGISTRATION: MAY 15

WELCOME

KEYNOTE

As the Global VP/GM for SMB/Mid-Market, Maciek “Magic” Szczesniak has for years led a $2Bil+ unit of Hewlett Packard Enterprise. His perspective on Small/Medium Businesses is expansive, deep and grounded in years of growth in the highly competive tech sector. With thousands of B2SMB enterprise followers (he is a “Top Voice” on LinkedIn), “Magic” will kick our event off detailing 3 massive changes and challenges that SMBs now face in 2024. He’ll then talk how B2SMB Leaders can navigate those changes and challenges in a successful “New Sell.”

BREAKOUT #1: 3 for 3

Best-selling Author and SMB Influencer, Ramon Ray, will lead us as we breakout in small groups of just 3 attendees each. The assignment? Collaborate to identify the top 3 Small Business marketplace changes that impact our collective ability to successfully sell to the new SMB.

VIANSA WINE TASTING & CHARCUTERIE

KEYNOTE

Carlos Horn has toured the globe in the past year, and has spoken directly to over 150 B2SMBI Enterprise Leaders – from Google and Apple to Microsoft and Meta. He’s also spoken directly to over 500 SMBs along the road. The dialogues have both informed and inspired. In a keynote that complements what “Magic” Szczeniak has offered us, Carlos will tour the challenges we face in “The New Sell” with provocative solutions brought about by AI.

CEO PANEL

Led by Silver Lining CEO, Carissa Reiniger, 3 of our CEO Leaders from Alignable, Wave, and Powr.io will address the 3 key changes in the SMB marketplace that they believe are most impactful to selling to SMBs successfully.

SALES LEADERSHIP PANEL

We’ll hear from 3 seasoned Sales Leadership Execs from Verizon Business, Turbify, and vCita on the realities they face on the front lines of SMB sales. What works, what doesn’t and what would they like to tell their Leaders on the realities of a new sales environment.

BREAK

SALES AND AI PANEL

AI now abounds across our B2SMB community as we incorporate this new capability into our offerings. But what about the application of AI to “The New Sell” to SMBs? We’ll hear from 2 different AI SMEs from Augment.ai and Accenture on how AI can be used now to improve sales support and results.

SALES STRATEGY BREAKTHROUGHS

Is it new-new or old-new? That is the question that confronts every Leader facing down their own Go-to-Market Strategy. The challenge requires creativity, perserverance, and leaps of faith. We have just the Leaders to talk how they are breaking through. Jenn Keifer of Indeed will talk localization and the critial role that place plays in her offering; Kush Shrivastava builds on his many years of building app-platforms to his new invention, a powerful community platform; Inman Breaux talks Hyros performance measure-manage beakthroughs: and Dave Raggio of Intuit’s Small Media Labs talks about using a massive customer base as a captive audience and powerful marketing channel for shared use.

SMB PANEL

Time to hear from the Customer! Member Cargo Agency will moderate a live panel of SMB decision makers on what it takes to win their business. This highly interactive session allows all of us to hear directly, without filters, what moves a SMB to “Yes.”

VIANSA WINE TASTING & CHARCUTERIE

PARTNERSHIPS CIRCLE BRUNCH: Sponsored by Intuit Small Business MediaLabs

A very good reason to stick around for Day 2, and hopefully a great new tradition. We invite all attendees to join us for a classic Sonoma brunch from Season 3 Chopped Winner, Daniel Gomez Sanchez. The menu includes great combinations: from Wild Mushroom and Feta Quiche to Smoked Mt. Lassen Trout Roe with crispy Sourdough and fresh local Cherries with Creme Fraiche. Plus breads and pastries from Oprah fav Model & Monday Bakeries, and a Bagel Bar from Paulie’s. Another great opportunity to sit with new friends and partners as we kick off our day devoted to collaboration.

WELCOME

Kelly Benish
Chair of the B2SMBI Partnerships Circle

FOCUS ON PARTNERSHIP KPIs

The KPIs of Partnerships Success: What metrics define your Partnerships’ success? We’ll ask leaders in the house how they measure their efforts, kicking off with Data Science Leader Sagar Ganapaneni of Intuit. We’ll l talk about different KPIs used, with attention to what’s common, what’s different, and most importantly, what can improve your overall Partnership performance.

PITCH FOR PARTNERS

Back by popular demand: we’ll invite attendees to stand and introduce their company, their partnership opportunities and what they’re looking for.

PARTNERSHIP SUCCESS STORIES PANEL

We’ve invited Partnership Leaders to talk about their recent collaborations to better reach, engage and close new SMB customers. Part case study, part playbook and part “do this, don’t do that!” you’ll leave this session with a clear roadmap to partnership success.

WALKABOUT

Steps Towards Partnership:
The Viansa grounds afford us a number of walking paths around the grounds – perfect places to csually engage in small group walkabouts. It’s an opportunity to meet and greet more of your Partnerships Circle attendees.

RECAP OF PARTNERSHIPS CIRCLE MEET-UP

We’ll end Day 1 with summary take-aways and a commitment to meet within 14-days with prospective partners we’ve identified during the time together.

PARTNERSHIPS CIRCLE LUNCH