october, 2018

01oct12:00 pm03(oct 3)1:00 pmB2SMBI Global ConferenceDay 1 & Day 2 Venue - Morgan’ Manufacturing, 401 North Morgan Street
Day 3 Venue - Morgan’s on Fulton, 952 West Fulton Market


    • Day 1
    • Day 2
    • Day 3
    • October 1, 2018
    • 12:00 PM WELCOME TO THE B2SMB INSTITUTE GLOBAL CONFERENCE: ATTENDEE CHECK-IN & NETWORKING12:00 PM - 1:00 PMCome early as our venue host, Morgan Manufacturing, offers light refreshments and snacks to welcome you to the Global Conference. Meet fellow attendees and members and sponsors of the B2SMB Institute, and tour our select exhibits from best-in-class resources.

      Our welcome meet-and-greet is sponsored by Charter Member, Duda.

    • 1:00 PM DAY 1 KICKOFF: AGENDA OVERVIEW 1:00 PM - 1:15 PMWe’ll review the main themes of the Global Conference to help our attendees get the most out of our full spectrum of presentations, discussions and networking opportunities.

      Dave Walker, CEO & Founder, B2SMB Institute
      Peter Hutto, CSO & Co-Founder, B2SMB Institute

    • 1:15 PM KEYNOTE & SUPERPANEL: THE SMB OF THE FUTURE TODAY - Christal Bemont, SVP & GM - SMB, SAP/Concur1:15 PM - 2:00 PMChristal Bemont, Senior Vice President & General Manager of SMB for SAP/Concur, delivers an inspiring view of the “new” SMB, then leads a super-panel of fellow B2SMB Execs including Jenn Allen, Principal of SMB at Cisco and Nicole Wood, CEO of Ama La Vida as they define the new-new SMB who’s millennial, female and diverse. Moderated by Kim Feil, former EVP of Marketing & Strategy for Office Max.

    • 2:00 PM KEYNOTE: EXCLUSIVE G2 CROWD SMALL BUSINESS RESEARCH, Michael Fauscette, Chief Research Officer, G2 Crowd2:00 PM - 2:25 PMMichael Fauscette, G2 Crowd’s Chief Research Officer, leads a team of 40+ Analysts who study Small Business behaviors and intents every day, all from a platform engaged by tens of thousands of SMBs every month. From what SMBs demand to what they buy and recommend, hear what you need to know to succeed with SMBs.

    • 2:25 PM KEYNOTE: ASKING THE ORACLE OF SMB - Darian Shirazi, Co-Founder/CEO, Radius2:25 PM - 2:50 PMThere is treasure to be found in the Small Business data Radius has collected over many years of observing online behaviors. Darian Shirazi shares insights grounded in millions of digital actions, making clear opportunities that impact specific B2SMB products and services to whole B2SMB segments. Just ask the oracle.

    • 2:50 PM NETWORKING BREAK2:50 PM - 3:15 PMOur Networking Break is sponsored by LegalZoom.

    • 3:15 PM KEYNOTE: RIDING THE WAVES OF SMB CHANGE, Eric Groves, CEO, Alignable3:15 PM - 3:40 PMFor more than 10 years, Eric Groves led the strategic growth of Constant Contact, through multiple waves of B2SMB Marketplace change and transformation. Now as co-Founder of Alignable, Eric brings his perspective on the new waves that all B2SMB enterprises must master or risk sinking beneath.

    • 3:40 PM KEYNOTE: HOW PARTNERSHIPS WILL TRANSFORM B2SMB - Laura Goldberg, CMO, LegalZoom3:40 PM - 4:05 PMLaura Goldberg knows that partnerships can make the B2SMB world go ‘round. From its unique position as entrepreneurs’ go-to lawyer, LegalZoom sits in the midst of SMBs’ “immediate needs,” able to organically link those needs to Partner products and services. Laura offers a partnership primer for success.

    • 4:05 PM KEYNOTE: THE 70-POINT MARGIN B2SMB ENTERPRISE - Jill Nelson, Founder/CEO, Ruby Receptionists4:05 PM - 4:30 PMJill Nelson believes that her Ruby Receptionists produce 70-point margins because of people. Sure, technology helps, but it’s the human factor that drives sales efficiency, customer retention, upsell, and more. Hear how Jill continues to improve her enterprise performance with 100s of helping hands.

    • 4:30 PM KEYNOTE & SUPERPANEL: BUILDING ALTERNATIVE B2SMB CHANNEL STRATEGIES - Itai Sadan, CEO, Duda4:30 PM - 5:15 PMMany B2SMB Enterprises have found an alternative to direct SMB sales: they’ve developed partner channels that deliver sales and support more efficiently and effectively. Itai Sadan, CEO of Duda, keynotes the fundamentals, then is joined by Todd Swickard of Smart1 Marketing & Steven Larsen of Xero on how their own channel strategies make for success with SMBs.

    • 5:15 PM KEYNOTE: HOW GOOGLE THINKS SMALL (BUSINESS) - Todd Rowe, Global Managing Director, Google Marketing Solutions5:15 PM - 5:40 PMSmall Business is big business for Google, and no one knows that better than Todd Rowe. Leading one of Google's fastest growing portfolios that spans 35 countries, Todd will share how Google is building its offering to not just support SMBs win customers and grow sales, but to guide them into the digital future.

    • 5:40 PM NETWORKING RECEPTION - ‘UNDER THE INFLUENCE”5:40 PM - 7:00 PMWe’ve gathered over a dozen Small Business Influencers - bloggers, reporters, and thought-leaders who speak to thousands of SMBs every day - to mix and mingle with our attendees. Meet John Jantsch, best-selling author of “Duct Tape Marketing,” radio-host Carol Roth, and more. Hosted by B2SMBI Charter Member, Dell.

    • 7:15 PM ‘MEET & EAT’ DINNER GROUPS7:15 PM - 9:00 PMOur most popular event from 2017, meet fellow B2SMB Global Conference peers while dining at some of Chicago’s top-rated restaurants. We’ve made reservations for groups of 6-8 and will have restaurant signup sheets at registration, so bon appetit!

    • 7:00 PM B2SMB INSTITUTE LEADERS’ LEAGUE DINNER, SPONSORED BY YEXT (Invitation Only)7:00 PM - 9:00 PMWe’ve partnered with Yext to host our Leaders’ League for a very dinner. This invitation-only event will gather our most Senior-Level Members to hear from special Speakers, to network top-to-top with fellow B2SMB Execs, and to enjoy Chicago’s finest food and wine.

    • October 2, 2018
    • 8:30 AM NETWORKING BREAKFAST and CHECK-IN8:30 AM - 9:30 AMCome early and meet fellow B2SMBI Global Conference attendees over breakfast. Our Day 2 Networking Breakfast is sponsored by Ruby Receptionists.

    • 8:30 AM B2SMBI MARKETING & SALES COUNCIL BREAKOUT BREAKFAST8:30 AM - 9:30 AMFor Attendees charged with reaching, engaging, qualifying & closing Small Business customers, join our dedicated Marketing & Sales Council for special Speakers & networking opportunities, as well as to set the Council’s agenda for the coming year.

    • 9:30 AM WELCOME AND DAY 2 MORNING AGENDA OVERVIEW - TRANSFORMATION - Dave Walker, CEO & Founder, B2SMB Institute9:30 AM - 9:35 AMWe’ll review the main theme for Day 2 of the Global Conference - transformation. We’ll review how our attendees can get the most out of our full spectrum of presentations, discussions and networking opportunities. We’ll also introduce the B2SMB Institute’s first major research initiative.

    • 9:35 AM TRANSFORMATIONAL B2SMB RESEARCH - Peter Hutto, COO & Co-Founder, B2SMB Institute9:35 AM - 9:50 AMWe’ll Introduce the B2SMB Institute’s first major research initiative - the Small Business Brand Confidence Study.

    • 9:50 AM KEYNOTE: HOW CULTURE WILL TRANSFORM B2SMB - Sean Cohen, COO, AWeber9:50 AM - 10:10 AMSean Cohen is Employee #4 at AWeber, one of the largest providers of email services to Small Business. On the journey to build a product and a service that counts 100,000 SMBs around the world as loyal customers, Sean has lived the impact of culture on B2SMB success. He’ll share his journey.

    • 10:10 AM KEYNOTE: HOW DIGITAL WILL TRANSFORM B2SMB - AGAIN - Scott Gifis, President, AdRoll10:10 AM - 10:30 AMSince 2013, Scott Gifis has led AdRoll’s mission to “democratize digital” for Small Businesses. But the revolution is far from over, and from his unique position leading one of our largest “e-commerce growth platforms,” Scott will detail the next wave(s) of digital transformation impacting SMBs and those who sell to them.

    • 10:30 AM KEYNOTE: HOW ONLINE PRESENCE WILL TRANSFORM B2SMB - Jeff Mask, CRO, JUMP10:30 AM - 10:50 AMFor over 10 years, Jeff Mask grew customer success at B2SMB pioneer Infusionsoft. Now at JUMP, he’s building again, this time helping SMBs succeed online. He talks how SMBs are finally getting the web right with “storytelling” tools, transforming how they manage directory publishing, website analytics, reputation management, and social media.

    • 10:50 AM NETWORKING BREAK10:50 AM - 11:10 AMOur Networking Break is sponsored by Victory Lap.

    • 11:10 AM KEYNOTE: HOW TECH WILL TRANSFORM B2SMB - Burt Powers, Dell11:10 AM - 11:30 AMBurt Powers is a 17-year veteran of Dell, the Favorite Tech brand of US Small Business. He’s seen wave after wave of tech futures become yesterday’s news. He’ll talk what Dell sees over the horizon in hardware, software, application and demand, and describe how his team will stay ahead of tomorrow.

    • 11:30 AM KEYNOTE: HOW AI WILL TRANSFORM B2SMB - Brett Tolbert, VP of SMB Marketing & Data Science, Comcast Business11:30 AM - 11:50 PMAI-expert Brett Tolbert, VP of SMB Marketing and Data Science for Comcast Business, is an early adopter of Artificial Intelligence applications. He’ll talk his applications of AI to Comcast marketing, sales and more, making the hard work of winning and growing SMB Business Services customers more efficient and more effective.

    • 11:50 PM KEYNOTE: HOW BLOCKCHAIN WILL TRANSFORM B2SMB - Nitin Gaur, Director of Blockchain Labs, IBM11:50 PM - 12:10 PMIf blockchain technologies are indeed changing the world as we know it, what do you need to know to manage and exploit that change? Nitin Gaur, head of IBMs Blockchain Labs, first, explain what it is, and as importantly, to lay out clearly how you can leverage this revolution for long-term marketplace success.

    • 12:10 PM DAY 2 AFTERNOON AGENDA OVERVIEW - PLAYBOOK TRACKS - Dave Walker, CEO & Founder, B2SMB Institute12:10 PM - 12:20 PMWe’ll wrap-up our morning of transformation and kick-off our 2-track afternoon agenda. On Track 1, we’ll focus on Marketing & Sales Playbooks that detail successful strategies and tactics to win SMB customers; Track 2 will focus on Business Model & Product Development Playbooks that deliver successful B2SMB offerings.

    • 12:20 PM NETWORKING LUNCH12:20 PM - 1:30 PMEnjoy a great lunch and networking among our Global Conference exhibitors. Our Lunch is sponsored by Indeed.

    • 1:30 PM MARKETING & SALES TRACK--PLAYBOOK: SALES PRO ONBOARDING THE GROUPON WAY - Brian Bar, Founder/CEO, Victory Lap1:30 PM - 1:50 PMBrian Bar of Victory Lap comes by his B2SMB sales expertise from the street - he joined Groupon as a sales rep in 2010 soon after the company launched, and ultimately built the enterprise’s sales onboarding program, impacting hundreds of Groupon’s foot soldiers. He shares what he learned and leveraged about selling to SMBs.

    • 1:50 PM MARKETING & SALES TRACK-- PLAYBOOK: MARKETING-SALES CONVERGENCE - Joe Malcoun, CEO, Nutshell1:50 PM - 2:10 PMJoe Malcoun of Nutshell runs an enterprise built on the sales success of thousands of SMBs in 50+ countries. He’ll give us a playbook he’s been refining for years, one that converges marketing and sales into a more cohesive and even singular process to win customers.

    • 2:10 PM MARKETING & SALES TRACK-- PLAYBOOK: PLAYBOOK: SMB RETENTION - Kelly Shelton, VP Marketing, Boostability2:10 PM - 2:30 PMWinning SMB customers is hard. Keeping them is harder. Hear how Kelly Shelton of Boostability continuously optimizes his enterprise’s efforts to retain SMBs attention, use, and even affection to generate long-term results.

    • 2:30 PM MARKETING & SALES TRACK--PLAYBOOK: SALES OUTSOURCING - Joel Rackham, VP - Sales, MarketStar2:30 PM - 2:50 PMJoel Rackham knows a thing or two about selling to SMBs. As the lead on MarketStar’s DropBox account, he’s charged with driving his outsource-sales team to reach, engage and close new business. Hear how he does it so successfully.

    • 2:50 PM MARKETING & SALES TRACK--PLAYBOOK: MEANINGFUL CONNECTIONS - Jason VandeBoom, CEO, ActiveCampaign2:50 PM - 3:10 PMJason VandeBoom’s ActiveCampaign helps over 50,000 Small Businesses sustain real and valuable relationships with their customers, using technology, processes and a personal touch at scale. Hear how AC’s approach makes for meaningful connections.

    • 1:30 PM BUSINESS MODEL & PRODUCT DEVELOPMENT TRACK--PLAYBOOK: THE SMB-CENTRIC DEVELOPMENT PATH - Matt Bostwick, Product Director, Indeed1:30 PM - 1:50 PMFor more than 7 years, Matt Bostwick has led product development teams at Indeed. During that time, he’s adhered to the principle that successful B2SMB products are never “dumbed-down” versions of B2B enterprise products. He’ll bring a truly Small Business centered approach to building for success.

    • 1:50 PM BUSINESS MODEL & PRODUCT DEVELOPMENT TRACK--PLAYBOOK: THE MULTI-TOUCHPOINT PRODUCT - Josh Melick, CEO, Broadly1:50 PM - 2:10 PMJosh Melick’s Broadly is #107 on Inc.’s Fastest Growing Companies list. How? His team has succeeded in addressing SMBs across an enormous range of touchpoints, mirroring how they interact with their own customers. He’ll talk how multi-touchpoint is critical to B2SMB product and service success.

    • 2:10 PM BUSINESS MODEL & PRODUCT DEVELOPMENT TRACK--PLAYBOOK: THE SMB WEBSITE CONNECTION - Matt Matergia, Director of Business Development, Mono Solutions2:10 PM - 2:30 PMMono Solutions is founded on the belief that all SMBs, despite small budgets and lack of technical skills and design expertise, deserve the same level of website design and performance as larger companies. Matt Matergia talks how all B2SMB enterprises must leverage the SMB website as the key connection of product to customer.

    • 2:30 PM BUSINESS MODEL & PRODUCT DEVELOPMENT TRACK--PLAYBOOK: DATA SECURITY, GDPR AND MORE - Christian Ward, DataSmart2:30 PM - 2:50 PMAs the Executive Vice President of Data Partnerships for Yext, Christian Ward learned first-hand the issues of data security that led to GDPR. He’s brought that expertise to his new venture, DataSmart, and he’ll help us all attune to our own data, to the need to protect it, and to fast-paced changes in technology and law.

    • 2:50 PM BUSINESS MODEL & PRODUCT DEVELOPMENT TRACK--PLAYBOOK: GOOGLE SUCCESS - Jon Sofield, Senior Manager New Partnership SMB, Channel Sales, Google2:50 PM - 3:10 PMThe breadth and depth of Google’s offering to SMBs can be overwhelming. How do B2SMBs maximize their opportunities to partner with Google? Jon Sofield breaks it down in manageable segments that B2SMB marketers, sales teams, and product developers can leverage.

    • 3:10 PM NETWORKING BREAK3:10 PM - 3:30 PMOur Networking Break is sponsored by AdRoll.

    • 3:30 PM WORKSHOP: THE B2SMB/ENTREPRENEURS’ HACK-A-THON, Hosted by Google3:30 PM - 5:00 PMWant to really help a real Small Business in real need? Here’s your chance! We’ve hand-picked 20 local Small Business Owners to work with our attendees directly to solve problems, unlock opportunities, and grow sustainably. Our unique “hack-a-thon” format will allow direct engagement, feedback and more - hosted by Charter Member, Google.

    • October 3, 2018
    • 9:00 AM VENUE CHANGE - Morgan’s on Fulton, 952 West Fulton Market9:00 AM - 1:00 PMPlease note venue change for Day 3: Morgan's on Fulton Located at 952 West Fulton Market

    • 9:00 AM PARTNER-PALOOZA- SPEED-DATE NETWORKING WORKSHOP, Sponsored by LegalZoom9:00 AM - 9:45 AMFor Global Conference Attendees interested in finding new Partnership opportunities with fellow B2SMB enterprises, we bring you Partner-Palooza! Whether you’re hunting for co-marketing opportunities, co-development of new products, or cooperation on new initiatives, we’ve set up a “speed-dating” format to help you meet, greet and explore possibilities - hosted by Enterprise Member, LegalZoom.

    • 9:45 AM THE STATE OF INNOVATION IN THE SMB SPACE- Peter Hutto, CSO & Co-Founder, B2SMB Institute9:45 AM - 9:55 AMPeter Hutto, of the B2SMB Institute, sets the stage for a day of educational presentations related to SAAS software for SMBs, and how these new solutions are driving innovation and changing the way SMBs do business.

    • 9:55 AM KEYNOTE: THE EVOLUTION OF SAAS FOR SMB'S - Sunir Shah, President, Cloud Software Association 9:55 AM - 10:15 AMSunir Shah, President the Cloud Software Association (and B2SMB Institute Partner), started his Association as the "SMB Web". Sunir has been involved with SAAS software for SMBs since solutions started to emerge and can provide context of how SAAS is a driver of SMB innovation.

    • 10:15 AM KEYNOTE: SMB SAAS ADOPTION- REAL DATA - Ariel Diaz, CEO, Blissfully10:15 AM - 10:35 AMAriel Diaz, is the founder of Blissfully, a next generation SAAS Management platform which provides SMB owners with visibility to which SAAS apps are being used by SMBs and who is using them. Ariel shares surprising, real world data about the state of SAAS adoption in small and medium sized businesses.

    • 10:35 AM KEYNOTE: THE INVESTOR VIEW OF SMB SAAS- MONEY = OPPORTUNITY - Josh Scherman, Vice-President, SurePath Capital10:35 AM - 10:55 AMSurepath Capital is a boutique investment bank focused on SMB related investment and M&A. With investment as a proxy for both "innovation & opportunity" Josh will highlight what investors are focused on and where they are placing bets in the SMB SAAS space.

    • 10:55 AM THE SMB OFFICE - A TOUR GUIDE - Peter Hutto, CSO & Co-Founder, B2SMB Institute10:55 AM - 11:00 AMPeter Hutto will map our “mock tour” of today’s Small Business office, introducing our subject-matter-expert tour guides and key office innovations covered.

    • 11:00 AM FRONT OFFICE TOUR: EVOLUTION & INNOVATION OF SMB MARKETING AUTOMATION - Kelly O 'Connell, Active Campaign11:00 AM - 11:15 AMKelly O 'Connell is product leader for Active Campaign with a long history in email marketing and marketing automation- both categories which are evolving rapidly. Kelly shares some of the key Marketing Automation trends and innovations

    • 11:15 AM FRONT OFFICE TOUR: INNOVATION IN SOCIAL MEDIA USE FOR THE SMB - Warren Kay, Soci11:15 AM - 11:30 AMWarren Kay is CRO for Soci, a SAAS platform for social media management, serving SMBs and multi-location brands. Warren will share how the social media category is evolving and some of the key innovations that are enabling SMBs to easily and cost effectively leverage the power of social media channels.

    • 11:30 AM FRONT OFFICE TOUR: EVOLVING HOW SMB'S SELL & MANAGE CUSTOMERS - Joel Malcoun, Nutshell11:30 AM - 11:45 AMManaging sales within a Small Business is no less difficult than it is for a Fortune 500 enterprise. So how does the SMB get the innovations of the Big Guys? Joe Malcoun explains.

    • 11:45 AM BACK OFFICE TOUR: LENDING & FINANCING INNOVATIONS FOR SMB'S - Pete Steger, Kabbage11:45 AM - 12:00 PMHow Small Business get the capital to run and grow is changing as rapidly as every other application. Pete Steger tours us on new models, new approaches and new features to lending.

    • 12:00 PM BACK OFFICE TOUR: HIRING AND STAFFING INNOVATIONS for SMB's - Dip Ghuman, Indeed12:00 PM - 12:15 PMDip Ghuman of Indeed, a hiring and talent acquisition platform for SMBs, will share some of the innovations that are removing the pain, and improving the results, of the hiring processes for SMBs.

    • 12:15 PM BACK OFFICE TOUR: INNOVATION IN LEGAL SUPPORT & SERVICES FOR SMB'S - Liz Yoon, LegalZoom12:15 PM - 12:30 PMEvery SMB has legal need and requires access to advice, but are overwhelmed by the cost and complexity. Liz Yoon of LegalZoom discusses how online legal services are changing the way SMBs access legal resources and simplify daunting processes.

    • 12:30 PM BACK OFFICE TOUR: THE EVOLUTION OF SMB PRODUCTIVITY TOOLS - G.A. Bartick, Google12:30 PM - 12:45 PMSMBs have many more cost effective solutions for the personal productivity tools they use everyday (email, word processing, presentations, spreadsheets, etc.). G.A. Bartick of Google share with us the innovations (and integrations) that are happening in this critical back office category.

    • 12:45 PM BACK OFFICE TOUR: MANAGING THE "NEW" SMB APP & SAAS INFRASTRUCTURE - Bill Furlong, SquareStack12:45 PM - 1:00 PMWith the proliferation of SAAS solutions and Apps, SMBs are facing challenges in knowing and managing these new and critical infrastructure components. Bill Furlong, CEO of SquareStack helps us understand a new SAAS category of management tools that is emerging and how they will help SMBs.