You'll Be in Good Company


Leaders’ Forum – Agenda Highlights

The Survey of B2SMB Execs

Presented for the first time at the Leaders’ Forum, our first-ever “Survey of B2SMB Executives” will help attendees gain invaluable insights from hundreds of leadership peers – insights that you just can’t get anywhere else, detailing:

    • Future strategic priorities


    • Tactical action plans


    • 2018/19 forecasts and trends


    • Spending and investment priorities


    • Product development opportunities


    • Research needs and data demands


Enabling B2SMB Partnerships

B2SMB Leaders from a broad array of industry segments are discovering the power of Partnerships between brands, from marketing and sales to product development and delivery.  We’ll focus on:

    • Identifying what makes great partnerships


    • Co-marketing & co-promotion for B2SMBs


    • Case studies of partnerships that work


    • How partnerships enhance SMB loyalty


    • Developing SMB products together


    • Partnership networking & workshops


The B2SMB Strategic Rubrik

From sales and marketing to product development, from delivery to training, from partnerships to investment, the Forum will showcase Leaders who are rising to the critical strategic challenges of the $500Bil B2SMB marketplace:

    • Reaching SMBs more efficiently


    • Engaging SMBs more persuasively


    • Selling SMBs more productively


    • Keeping SMBs longer


    • Delivering SMBs better


    • Growing SMB value more effectively




The B2SMB Institute’s Leaders’ Forum is an exclusive destination for the elite Executives that drive our $500Bil marketplace.  

From the C-Suite decision-makers of established brands, to break-out Start-up Founders, to major investors and influencers that focus on the B2SMB space, the forum’s Leaders come together to talk high-level strategy, whether its sales and marketing, product development, delivery, training, partnership or investment.  Our Forum agenda is driven by cutting edge B2SMB insights, delivered in Ted-Talk-like showcases, sharing what’s working, what’s needed and what’s next.

Special Activities at the Leaders’ Forum

See it Here First:
The Survey of B2SMB Executives

You’ll be the first to get it – the annual survey of Business-to-Small-Business Leaders gives powerful insights into the state of the $500Bil B2SMB marketplace.  Learn in depth what B2SMB leaders are seeing and hearing across many B2SMB brands and industries, with a special emphasis on identifying what’s working, what’s not and what’s needed to succeed with SMBs in 2018 and beyond.

The “Survey of B2SMB Executives” will detail and summarize:

  • Strategic and tactical priorities from over 500 B2SMB leaders


  • Forecasts and trends in the $500Bil B2SMB marketplace


  • Immediate SMB research and insight priorities for top B2SMB Brands

We’d like you to participate and benefit from the Survey’s findings.  The complete results of the Survey will be introduced exclusively at our Leaders’ Forum and available via subscription afterwards.

Click here to complete the survey

The survey takes about ten minutes to complete. Your response is confidential and will only be shared in aggregate, with no originating information.

As a Survey participant, you’ll receive our full “Survey of B2SMB Executives” summary at no cost.

BONUS: Survey participants will also receive a 50% discount on tickets to the Leaders’ Forum!

Introducing the Census
Of B2SMB Offerings in the Fortune 1000

During the Leaders’ Forum the B2SMB Institute will also release our Census of B2SMB Offerings in the Fortune 1000, a detailed directory of small-business product and service offerings from the largest US companies. If you’ve ever wanted to understand the substance and scope of the US B2SMB marketplace, the Census is the resource for you. Reserve your copy here.

“On Your Feet” Labs

Got a big B2SMB challenge you need solved?  Would you like a shot of help from 150+ B2SMB Leadership peers?  Our “On Your Feet” mini-workshops feature select Forum Leaders sharing their toughest and most immediate demands.  We then work-shop those problems “live”, leveraging the collective brain-power of so many B2SMB Execs assembled in one place.  Have a challenge you’d like workshopped “On Your Feet?” E-mail to learn more.

Leaders’ Forum “Meet & Eat”

One of our most popular event activities!  Meet fellow B2SMB leaders while dining at some of San Francisco’s top-rated restaurants.  We’ve already made reservations for groups of 6-8, and will have a signup-sheets at registration, so bon appetit!

Event Venue

The B2SMB Institute’s Leaders’ Forum is planned for May 16 & 17 at Dogpatch Winery in San Francisco.

Networking Breakouts

We’ve planned over a 10 different networking breakouts to maximize your opportunity to meet fellow B2SMB leaders.

For Sponsors/Exhibitors

For elite B2SMB Solution Providers, a limited numbers of Sponsorships and Exhibit spaces will be offered. Please contact Dave Walker at to learn more.