The 100+ Brands of the B2SMB Institute


Are you mastering the opportunities of today’s $500Bil+ business-to-small-business marketplace?

Join an elite and exclusive assembly of 100+ senior executives from many of the B2SMB Institute’s largest Members as we address the biggest strategic opportunities of our highly-fragmented customer and prospect base – millions of “snowflake” SMBs who often defy description. Leaders will address fellow Leaders on success with SMBs, opening a dynamic 2-day top-to-top dialogue on what’s working, and what’s not.  Our C-level attendees will range from Marketers to Operators to Founders – over 70% of last years’ attendees were VP-level and above. And what better place to assemble than the Culinary Institute’s “foodie wonderland” (NY Times) at the heart of Napa.

Reserve your place at the table today!

Day 1 on Mastering New SMB Ecosystems

Lauren Weinberg, 
Head of Marketing

Mastering SMBs Financial Management Ecosystem

Small Businesses know their money matters, but managing that money is their most complicated job. Square sits at the center of an SMB financial management ecosystem that includes getting paid, paying bills, paying employees, raising capital and more. Lauren Weinberg talks how Square will square its future as device, system, service and lifetime SMB partner.

Master Class:
Influence as New Media

The impact of Influencers on any Brand is well-documented; but our understanding of how Influencers work, especially as an emerging media channel, is nascent at best. We’ll assemble a panel of key SMB Influencers to teach us how they do what they do, and as importantly, how their shared mission to help Small Businesses can and should be influenced by your brand, your products and services, and you.

Master Class:
The “Moment of Need” Rubrik

Time and again SMBs prove that they are unmoved until they believe they need a thing – whether an app, a piece of technology, a new payroll system or a new break room. So do we sit and wait until we show up on their  to do list? Our panel of Expert B2SMB thought leaders will talk how new constructs of lifecycle marketing better create logical “moments of need” for SMBs, where new purchases generate new opportunities.

Strategy Workshop:
Build, Borrow or Buy?

New markets, new offerings, new growth – as B2SMB Leaders, we’re all seeking to marry what’s new with what works, and facing a near-daily choice to build, to buy or to “borrow” from others.  Our Strategy Workshop will primarily focus on the latter, a highly interactive review of B2SMB partnerships. We’ll talk what success looks like, and how we seek, select and maximize partnerships for shared wins.

Strategy Workshop:
Applying B2SMBI’s
Brand Confidence Research

The Executive Summary of our B2SMB Institute Brand Confidence Research will be released shortly before the Leaders’ Forum, and our Strategic Workshop is designed to help our attendees maximize the insights we’ll share. Led by our Chief Strategy Officer, Peter Hutto, we’ll discuss how an SMB’s Brand Confidence translates into actions your enterprise can take to both support and improve your position.

Strategy Workshop:
Is AI the Answer?

Can Artificial Intelligence help solve for the insurmountable complexity of the vast, fragmented and complicated SMB marketplace? We’ll workshop an answer with AI Expert-Practitioners in B2SMB, who are actively applying and evolving AI to solve for some of the most common challenges when prospecting, converting, serving and growing millions of “snowflakes” at scale and at speed.

Speakers at Recent B2SMBI Events

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Hotels Near CIA – Copia

The Westin Verasa Napa
.4 miles
1314 Mckinstry Street
$359/per night*

River Terrace Inn
.6 miles
1600 Soscol Ave
$269/per night*

Archer Hotel
.5 miles
1230 First Street
$579/per night*

Hennessey House
.8 miles
1727 Main Street
$269/per night*