june, 2019

13jun(jun 13)12:00 pm14(jun 14)2:00 pmLeaders' Forum 19

Schedule

    • Day 1
    • Day 2
    • June 13, 2019

    • 12:00 PM Registration & Light Lunch12:00 PM - 1:30 PMSponsored by Business.com

    • 1:30 PM Welcome1:30 PM - 1:45 PMB2SMB Institute cofounders Dave Walker and Peter Hutto will welcome attendees with tips on how to get the most out of the Leaders’ Forum experience – content, insights and networking opportunities abound.

      Dave Walker, CEO
      Peter Hutto, CSO

    • 1:45 PM MASTERING NEW SMB ECOSYSTEMS: A B2SMBI Leaders' League Panel1:45 PM - 2:10 PMWe'll kick-off the strategic dialogue of our Forum with a Leader's League panel on the enormous impact of new and emerging SMB Ecosystems. These ecosystems form not around products or services, or even around problems to be solved, but instead around how SMBs frame their day to day relationship with their money, their people, their customers and their communities. Our panel sets the stage for an afternoon of keynotes featuring Leaders' mastering these new ecosystems.

      Members of the B2SMBI Leader's League

    • 2:10 PM SMBs and Their Money2:10 PM - 2:35 PMSmall businesses know their money matters, but managing that money is their most complicated job. Square sits at the center of an SMB ecosystem that includes getting paid, paying bills, paying employees, raising capital and more. Lauren Weinberg talks about how Square will square its future as device, system, service and lifetime SMB partner.

      Lauren Weinberg, CMO
      Square

    • 2:35 PM SMBs and Their People2:35 PM - 3:00 PMAs the largest collective employer in the US, how are SMBs solving for the challenges people bring to any business. Jay Fulcher, founder of one of the longest-standing players in the B2SMB HR space, gives insights, perspectives and more.

      Jay Fulcher, CEO
      Zenefits

    • 3:00 PM SMBs and Their Customers3:00 PM - 3:25 PMClate Mask knows SMBs, with nearly 20 years of both being an SMB and serving SMBs every day. He especially knows the unique relationship that exists between SMBs and their customers, a world unto itself. He'll talk about how that world is changing - and what remains constant.

      Clate Mask, Co-Founder/CEO
      Infusionsoft/Keap

    • 3:25 PM Break3:25 PM - 3:50 PMBreak Sponsored by Yext

    • 3:50 PM How to Serve SMBs at Scale And Live to Tell About It3:50 PM - 4:20 PMWhen you serve SMB customers in the millions, you quickly confront the overwhelming challenges of scale. From targeted marketing to direct selling to fullfillment, you face thousands of possible iterations, versions and customizations. In a world of so many choices, what's YOUR organizing principle? One of our largest B2SMB brands talks how they successfully serve their huge SMB customer base.

      Temy Mancusi-Ungaro, SVP Client Delivery
      Yext

    • 4:20 PM B2SMBI 2019 Research Update4:20 PM - 4:35 PMWe'll update our attendees on the progress made and initial insights of our B2SMBI research - insights that we believe will be highly valuable to our B2SMB community.

      Peter Hutto, CSO
      B2SMBI

      Jason Peaslee, Managing Partner
      Thrive Analytics

    • 4:35 PM B2SMB Idea Kitchen: A Top-to-Top Workshop on Succesful SMB Ecosystems4:35 PM - 5:00 PMAs we'll learn from our afternoon of Master Chefs, thinking about your B2SMB brand and offering in the context of SMB ecosystems opens up a world of growth possibilities. How will your B2SMB enterprise either fit into or create an ecosystem for SMBs? We'll break out into small leadership groups to workshop how, facilitated by members of our Leaders' League.

      Workshops Facilitated by Members of the B2SMBI Leader's League and Segment Councils

    • 5:00 PM Workshop Report Outs5:00 PM - 5:15 PMWhat did our first "idea kitchen" cook up? We'll hear back from each workshop team on key ingredients they agree will help their brands succeed with new SMB ecosystems.

    • 5:15 PM A TASTE-FILLED, WINE-SPIRED RECEPTION & DEMONSTRATION5:15 PM - 7:00 PMThe 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!

    • June 14, 2019

    • 7:30 AM BREAKFAST7:30 AM - 9:00 AMBreakfast Sponsored by Verizon

    • 9:00 AM The Top 5 B2SMB Trends of 20199:00 AM - 9:05 AMThe B2SMB ecosystem is in both evolutionary and revolutionary states. Consider what now defines an "average" SMB, what goes into a typical SMB purchase, even what counts for value for both SMB buyers and B2SMB sellers. Our Leaders' League has identified 5 critical trends that deserve every B2SMB Leader's attention, and we'll workshop every one of them. Dave Walker provides an overview of "what's trending" on Day 2's agenda.

      Dave Walker, CEO
      B2SMB Institute

    • 9:05 AM Trend #1: The Waves Break9:05 AM - 9:35 AMAs SMB profiles have changed to reflect more women, more minority and more Millennial business owners, your workforce is likely changing, too. How do you get the best from new demographics across your B2SMB go-to-market, both "out there" and in house? Rick Russey of Inc. Magazine joins Dan Visnick of Honeybook to talk how.

      Rick Russey, Publisher
      Inc. Magazine

      Dan Visnick, CMO
      Honeybook

    • 9:35 AM Trend #2: Data Becomes Offering9:35 AM - 10:05 AMMany B2SMB brands are awakening to the value of their SMB customers’ data, specifically data derived from product usage and behaviors. Ben Brewer, a long-time Leader for SAP Concur and recently promoted to run their global SMB portfolio talk how data can be turned into valuable products and services.

      Ben Brewer, SVP & GM of Global SMB
      SAP Concur

    • 10:05 AM Trend #3: The Human Touch Returns10:05 AM - 10:35 AMLong ago, SMBs bought everything face-to-face. Then we evolved. But now major B2SMB brands are recognizing that even a slight touch from a real human being makes all the difference in successfully winning and keeping SMBs. Ed Arcinue and Josh Melick are believers that people still sell to people, and they talk how that can still work at scale.

      Ed Arcinue, Chief Customer Officer
      LegalZoom

      Josh Melick, CEO
      Broadly

    • 10:35 AM BREAK10:35 AM - 10:45 AMBREAK

    • 10:45 AM Trend #4: The 'Be' is Back in B2SMB10:45 AM - 11:15 AMIt is no longer enough to think like an SMB, or to fake it by speaking SMB. It’s time to BE the SMB. Savvy B2SMB brands are enculturating the best of small business qualities into their own massive organizations, encouraging individual entrepreneurship, "say yes" customer service, and 1-to-1 marketing - just what the successful SMB delivers every day. Pete Steger and Eric Groves show us how they walk this talk.

      Pete Steger, Head of Business Development
      Kabbage

      Eric Groves, CEO
      Alignable

    • 11:15 AM Trend #5: What THEY Said11:15 AM - 11:45 PMThere are a LOT of people talking about your SMB products, services and brand. From product information sites to ratings/reviews to SMB Influencers, you have significantly more noise to master if you want to proactively guide the SMB market's "word-of-mouth." Doug Llewellyn of Business.com, Chris Campbell of ReviewTrackers, and Steve Straus of USA Today each represent these critical channels, and talk how to master each.

      Doug Llewellyn, CEO
      Business.com

      Chris Campbell, CEO
      ReviewTrackers

      Steve Strauss, Senior Small Business Columnist
      USA Today

    • 11:45 AM B2SMB Idea Kitchen: SMB Trend Workshops 25-minute Rotations11:45 AM - 1:00 PM#1 - The B2SMB Coaching Playbook

      Lead Facilitator(s)
      Nicole Wood, CEO/Coach
      Ama la Vida Coaching
      Foram Sheth, Co-Founder/Coach
      Ama la Vida Coaching

      #2 -The SMB Influencer Playbook - 10 Ways to Harness the Power of The SMB World's Biggest Voices

      Lead Facilitator
      Pamela Slim, Founder
      Main Street Learning Labs

      #3 - The SMB Communities Playbook - Why SMBs Gather on Social Media, and How to Tap into Them

      Lead Facilitator
      Nichole McNiel, Product Researcher
      Instagram

    • 1:00 PM LUNCH1:00 PM - 2:00 PMLunch Sponsored by Uberall

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We’re here to ensure that B2SMB Professionals – those whose job depends on winning, keeping and growing Small Business customers – succeed.   We serve as an exclusive destination for critical resources, peer-to-peer networking and specialized skills development enriching B2SMB leaders, practitioners, brands and enterprises.

The B2SMB Institute champions Small-Business-centric thinking and practice that insures those who develop and deliver products & services to SMBs are successful. By focusing on what reaches, engages, wins, keeps and grows SMB customers, the Institute addresses the challenges our Members confront on a daily basis.

Our rapidly growing community is our foundation: from C-Suite to front lines, our Members include B2SMB Marketers, Brand Managers, Product Developers, Sales Leaders and Investors.  The B2SMB Institute is a dynamic, year-round setting to find, meet and network with B2SMB decision-makers, all who share common needs, challenges, and goals.

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