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You should plan on coming to the sixth annual Leaders’ Forum in Sonoma for one purpose:
to master “The New Sell.

Our 2024 B2SMB Institute Leaders’ Forum focuses entirely on the top line: selling at scale in an SMB marketplace that’s seen extraordinary change since 2020.

Combining keynotes from B2SMB Sales Superstars with more roundtable workshops than any past event, the 2024 Leaders’ Forum combines playbooks, breakouts and “shared wisdom” on what closes the deal now.

Our B2SMB Institute Leaders’ Forum sold out in 2023, so it’s not too early to save your spot at our top-to-top networking and strategy exchange for Senior B2SMB Execs.

5 Reasons Why YOU Should Join Us in Sonoma!

1. The People

Smart. Accomplished. Nice. Our attendees are your people!  Over 70% of B2SMBI event attendees have C-suite/VP titles for business-to-small-business enterprises and advocacy orgs, so this is truly a LEADERS’ event! 

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2. The Agenda

We continuously refine our highly curated content, mixing a dynamic blend of interactive keynotes, breakout workshops, and segments with a heavy emphasis on mastering the New Sell to Small Business.

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3. The Networking

We create meaningful, long-lasting connections between the very best B2SMB practitioners. We foster peer-to-peer partnerships that advance enterprise and individual goals.

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4. The Learning

From our first event in October 2017 we’ve been teaching the art, science and street-smarts of selling at scale to SMBs. The latest research, insights and front-line experiences send you away smarter.

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5. The Fun

Funny thing – when you get a bunch of smart, accomplished and nice people together, and mix in a great venue and great food you get a damned good time for all! Come see for yourself!

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BONUS It's Sonoma!

While our recent Leaders’ Forums have found magic in Napa, we’re going over the hills to uncork a beautiful venue, Michelin-star-food, and “Sonoma Chill.” Join us!

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Who Would YOU Like to Connect With?

Meet Your Fellow Member-Attendees At the B2SMBI Leaders’ Forum - Sonoma

This year’s Leaders’ Forum is a great place to network – every minute of our event. But are there attendees you’d like a “warm” introduction?

Sign-up for free to our new B2SMBI Partnerships Circle and get connected – before, during and after the event!

At sign-up you can select from the Partnership teams listed below and we’ll make the connection happen.
Verizon Business
Quickbooks/Intuit
Wave
H&R Block
Athlyt
Augment
Zone of Genius / Raymond Ray
Stamps.com
Vendasta
American Express
Salesforce
Alignable
Constant Contact
Boostability
vCita
Roojoom
U of Houston School of Business
Accenture
Indeed
Visa
Duda
Position2
Silver Lining
Petsked
Auctane
The Acceleration Project
Oracle NetSuite
Turbify
Wells Fargo
Cargo Agency
Key.ai
NEW Community Investments
Hyros
Shipstation
Just Added May 1!
TikTok
Google
Next Street
Spectrio
Synup
MORE BRAND-INTRO OPPORTUNITIES ADDED WEEKLY THRU MAY 15
NOTE: You must be a Member-Attendee of the B2SMBI Leaders’ Forum to receive pre-event introductions.

FEATURED SPEAKERS & KEY ATTENDEES

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Sarah Jordan

CMO

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Maciek Szczesniak

Global VP & GM –
SMB/MM (former)

Former Hewlett Packard Enterprise

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Carlos Horn

Global Managing Director-
SMB

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Caroline Colvin

Worldwide B2B Strategy,
Go-to-Market & Programs

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Jenn Keifer

Sr. Director Business Strategy

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Jordan Ritter

Co-Founder

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Eric Groves

Co-Founder / CEO

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David Raggio

Dave Raggio

Vice-President

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Tarang Luthra

Sr. Director –
Solution Engineering

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Rich Hargrave

Sr. Channel Sales Director US

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Zahir Khoja

CEO

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Jo Broussard

Director of Sales

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Kush Shrivastava

Co-Founder/ CEO

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Carissa Reiniger

CEO

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Jared Turner

CTO / Founder

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Jamil Khan

CSO & Head of SMB

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Vai Arunachalam

VP Product & Strategy

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Katie Hunter

BD & Partnerships

 

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Todd Mundy

Director –
Channel

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Chris Shank

National Director –
SMB Innovation

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Venkat Krishnamurthy

Co-Founder / President

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Christine Lavin

Corporate Partnership Director

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Aviv Goren

CEO

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Dan Gliatta

CRO

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Sagar Ganapaneni

Data Sciences

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Micah Horgen

VP- SMB Relationship Manager

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Inman Breaux

CEO

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Jamie Belinne

Associate Dean for Career &
Industry Engagement

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Ray Austin

Founder/CEO

 

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Josh Melick

Founder/CEO

 

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Renee Pizarro

Founder

 

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Jeff Tomlin

CMO

 

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Jocelyn Waters

Partnerships

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Chad Arango

Senior Director-
Global Partnerships

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Richard Lumsden

SVP

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Sanjiv Parikh

VP of Client Growth

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Ramon Ray

Publisher

 

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Kelly Benish

Co-Chair
B2SMBI Partnerships Circle

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Connie Evans

Chair
B2SMBI Advocacy Council

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Dave Walker

Co-Founder

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Our Theme for the 2024 B2SMBI Leaders' Forum

The New Sell

Selling at scale in an SMB marketplace that’s seen extraordinary change since 2020.

Our 2024 B2SMB Institute Leaders’ Forum focuses entirely on the top line: selling at scale in an SMB marketplace that’s seen extraordinary change since 2020.

From our first event in October 2017, we deliver to B2SMB leaders an invaluable resource for peer-to-peer networking, best-in-class research & insights, and unique perspectives to improve business results.

Combining keynotes from B2SMB Sales Superstars with more roundtable workshops than any past event, the 2024 Leaders’ Forum combines playbooks, breakouts and “shared wisdom” on what closes the SMB sale now.

THE B2SMBI LEADERS-LEAGUE MEET-UP
DAY 1: MAY 15 AGENDA

10:30 am – 12:00 pm

DAY 1 REGISTRATION: MAY 15

11:45 am – 12:00 pm

WELCOME


B2SMB Institute

B2SMB Institute

12:00 pm – 12:20 pm

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.


B2SMB Institute

B2SMB Institute

12:20 pm – 12:45 pm

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.”


B2SMB Institute

B2SMB Institute

12:45 pm – 1:10 pm

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.


B2SMB Institute

B2SMB Institute

1:10 pm – 1:40 pm

C-SUITE PANEL

We open our series of panels with a view from the top. Led by Silver Lining CEO, Carissa Reiniger, 3 of our C-Suite Leaders from Alignable, Wave, and Boostability will address the 3 key changes in the Small Business marketplace that they each believe are most impactful to selling to SMBs successfully.


B2SMB Institute

B2SMB Institute


B2SMB Institute

B2SMB Institute


B2SMB Institute

B2SMB Institute


B2SMB Institute

B2SMB Institute

1:40 pm – 2:10 pm

SALES LEADERSHIP PANEL

Led by Rich Hargrave, Senior Channel Sales Director for vCita, our panel of seasoned Sales Leadership Execs from Verizon Business and Turbify join Rich to lay out the realities they face on the front lines of SMB sales: what’s working, what’s not, and where are SMB customers taking us.


B2SMB Institute

B2SMB Institute


B2SMB Institute

B2SMB Institute


B2SMB Institute

B2SMB Institute

2:10 pm – 2:25 pm

BREAK

2:25 pm – 3:25 pm

POWER HOUR: SALES STRATEGY BREAKTHROUGHS FOR THE NEW SELL

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.

2:25 pm – 2:45 pm

THE CUSTOMER AS A SALES CHANNEL

In the middle of summer 2023, Intuit launched something hot: a media “channel” built from their 30Mil+ SMB Customers. The mechanics of marketing successfully to their own customers was well in-hand, lending courage to the core SMB MediaLabs concept: outside B2SMB enterprises can now leverage Intuit’s extensive SMB communication methods to target prospects. Dave Raggio runs this break-out new option for B2SMB marketers (just in time for the demise of cookies). He takes us through the program.


B2SMB Institute

B2SMB Institute

2:45 pm – 3:05 pm

AI AS A SALES TOOL

Jordan Ritter “builds deep tech, products users love and high-performing teams that make both possible.” He has the history to back-up his claim. Remember Napster? He founded it. Same for Cloudmark, Servio, Ivy Softworks, Atlas Informatics. His latest venture, Augment AI, might just surpass them all. The Augment tool is a self-described “ear-whisperer,” a powerful virtual assistant that recalls, synthesizes and applies what gets said and written between people. The application for Sales Teams is more than powerful, and Jordan will explain how.


B2SMB Institute

B2SMB Institute

3:05 pm – 3:25 pm

COMMUNITY AS A SALES PLATFORM

When Kush Shrivastava builds, big things happen. 15 years ago, he started building big things at Google. He then helped build Kosei (acquired by Pinterest), then Yahoo’s SMB Platforms (acquired by Verizon Business), then FalconX (an $8Bil valuation crypto platform.) Today he’s building big again. Using the community of Xoogler – a group of 45K+ ex-Google employees that he founded – as a lab, Kush is building a community platform united by shared ambition – Key.ai. His next stop? The community of SMBs. An added bonus? B2SMBI’s community is a Key.ai beta partner.


B2SMB Institute

B2SMB Institute

3:25 pm – 4:00 pm

BREAKOUT 3 for 3

Raymond Ray leads us once more as we breakout in small groups of just 3 attendees each. The new assignment? Collaborate to identify the top 3 Small Business marketplace opportunities discovered from our afternoon of Panels.


B2SMB Institute

B2SMB Institute

4:00 pm – 5:00 pm

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.”


B2SMB Institute

B2SMB Institute

5:00 pm – 6:30 pm

VIANSA WINE TASTING & CHARCUTERIE

B2SMBI PARTNERSHIPS CIRCLE MEET-UP
DAY TWO: MAY 16 AGENDA

If you have the word "Partnerships" in your job title or job description, Day 2 of the Leaders' Forum is for you. Led by our Partnerships Circle Chairperson, Kelly Benish, we'll talk collaboration to sell more to Small Business customers. We'll talk best practices and playbooks, but as importantly, we'll talk to each other, with the majority of our time devoted to structured meet-and-greets, one-to-one interactions and partnerships explorations.

9:00 am – 9:45 am

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.


B2SMB Institute

B2SMB Institute

9:45 am – 10:00 am

WELCOME

Kelly Benish
Chair of the B2SMBI Partnerships Circle


B2SMB Institute

B2SMB Institute

10:00 am – 10:30 am

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.


B2SMB Institute

B2SMB Institute

10:15 am – 10:30 am

PARTNERSHIP SUCCESS STORIES PANEL

We often ask of a Partnership, “What does success look like?” Chris Shank of Verizon Business and Mitchell Groves of Alignable talk us through their partnership, with a special emphasis on how their collaboration took shape and got delivered.


B2SMB Institute

B2SMB Institute


B2SMB Institute

B2SMB Institute

10:30 am – 11:00 am

PARTNER SHOWCASES

We’re dedicating time to hear from “Newbies” to B2SMBI, each with powerful offerings. Kelly Benish asks each of them to give a brief overview of their business, and what they need from our Partnerships Circle. Qs welcome!


B2SMB Institute

B2SMB Institute


B2SMB Institute

B2SMB Institute

11:00 am – 11:30 am

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. 3-Minute time limit per Pitch!

11:30 am – 12:15 pm

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.

12:15 pm – 12:30 pm

RECAP OF PARTNERSHIPS CIRCLE MEET-UP

We’ll end Day 2 with summary take-aways and a commitment to meet within 14-days with prospective partners we’ve identified during the time together.


B2SMB Institute

B2SMB Institute

12:30 pm – 1:30 pm

PARTNERSHIPS CIRCLE LUNCH

For those with a more leisurely departure, we’ll head to downtown Napa for lunch and more wine. And stay tuned for our first-ever Golf Scramble at one of Napa’s many amazing club courses on Thursday afternoon!

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What They Said

“I am so incredibly impressed on who you’ve gathered together to talk about how we better support the SMB community.”

         – Erik Day, SVP/GM – Small Business, Dell 

“You guys are building something super cool and INCREDIBLY valuable.” 

        – Jill Nelson, Founder, Ruby

“The events are first class, from the people, the connections and the take home value.”

        – Sean Cohen, COO, AWeber

What They Said

“Great connections, great networking.”

         – Carrie Jacobson, VP Technology & Services, Office Depot

“There was this great energy in the room and lots of good opportunities to network.”

         – Kelly Thomas Nojaim, VP Partner Development, Microsoft

“I found a lot of value connecting with leaders in the space and learning how different companies are approaching the SMB segment.”

         – Dip Ghuman, Strategic and Product Partnerships, Indeed

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What They Said

“My team and I learned so much from all the folks who are serving SMBs. Overall, truly inspiring.” 

         – Liz Yoon, Partnerships Management, LegalZoom 

“Definitely think you’ve put Lorem on the radar for a lot of important partners – lots of great content from other innovators in the SMB space, too”.

         – Sam Wilcoxon, Founder, Lorem

“It was great to hear the experiences of other Members. We found some immediate points of optimization for our go to market process.”

         – Joanna Knox, BD Lead, Fundbox

Sonoma is well known for its many B&Bs, Inns and Guest Houses. Trip Advisor has many great recommendations, but we’ve provided 4 selections that fit more familiar hotel accommodations. Locals will tell you, Sonoma night life is chill.

Trip Advisor Sonoma

Meanwhile, Napa is a 25-minute drive over the Mayacamas Mountains, and we recommend two hotels (amongst many.) Again, Trip Advisor can give you the full range of options. Napa has a very “active” night life, and a robust food scene.

Trip Advisor Napa

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The Inn at Sonoma
630 Broadway Sonoma, CA 95476 888-568-9818
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The Lodge at Sonoma Resort
1325 Broadway At Leveroni & Napa Sonoma, CA 95476 844-631-0595
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*HOST'S PICK*
El Pueblo Inn
896 W Napa St Sonoma, CA 95476 707-926-2782
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Fairmont Sonoma Mission
100 Boyes Blvd. Sonoma, CA 95476 707-938-9000
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Grand Reserve Napa
850 Bordeaux Way Napa, CA 94558 866-370-6272
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Cambria Hotel Napa
320 Soscol Avenue Napa, CA, 94559 707-224-3400
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