MAY 2, 2024 | 10AM-5PM JAVITS
FEATURED SHOW AREAS
Exhibitor Hall
Meet great vendors with unique services to help your business grow.
Workshops
30 minute sessions led by Industry Experts in various fields.
Keynote Theatre
Learn from iconic Business Leaders on The Main Stage.
Speed Networking
Meet 1-on-1 with other Business Leaders in these quick & efficient mini 2-minute networking sessions. (Gold, Platinum, VIP & Elite Badges)
Industry Meet-Ups
Meet & Network with Business Professionals in your Industry or other Industries of interest.
Happy Hour
Join us from 4-5 PM to wind down the day in a relaxed, fun networking atmosphere. Perfect for fostering new connections made during SBE. (Gold, Platinum, VIP & Elite Badges)
Business Card Exchange
Market yourself & your business to other SBE attendees by displaying your business card.
Photo Opps
Capture memorable moments at our designated Photo Opp Backdrops and share them on social media tagging #smallbusinessexpo
EXHIBIT AT SMALL BUSINESS EXPO
MIAMI 3/14/2024
ORLANDO 3/21/2024
WASHINGTON DC 4/4/2024
PHILADELPHIA 4/17/2024
NEW
5/2/2024
BOSTON 5/8/2024
CHICAGO 6/13/2024
LOS
9/5/2024
SAN DIEGO 9/20/2024
PHOENIX 9/25/2024
SAN
10/10/2024
LAS VEGAS 10/17/2024
HOUSTON 10/30/2024
AUSTIN 11/14/2024
DALLAS 11/20/2024
ATLANTA 12/11/2024
10:30AM - 11:00AM
TODAY’S AGENDA
Attract, Identify, and Grow: Automating Lead Generation
April Terry, ActiveCampaign W
How can you save time and money in lead generation? By elevating your strategy with insights that matter. Learn how to collect valuable interest and behavioral data to gain profound insights into your audience. This session will guide you in leveraging contact information to effectively identify new business and prioritize the most impactful marketing channels through automation— saving you from unnecessary trial and error.
Understand, Elevate & Propel Your Company’s Sales & Profits to Prepare Your Business for a Maximum Value Sale
Dan Morris, Mindracer Consulting W
Build your dream team and give them the critical sales tools they need to be successful. Learn to mentor your sales team to help them succeed and reach maximum sales revenue goals. YOU build the organization and YOUR organization will build YOUR business!
Make an Impact on the World With Mission-Driven Marketing
Wendy Austin, WSI Healthy Digital Solutions
Dive into the power of mission-driven marketing, a strategy that goes beyond sales to build loyal customers who share your values. Learn how to attract and retain your ideal audience. Find your mission with a 5 step framework that defines your company’s purpose, understand your ideal customer, craft authentic stories, engage your audience, and measure your impact. Build a brand that fuels both purpose and profit.
Put Your Data to Work & Scale Your Business
Chris Evans, EazyDI
Transform your data into agents of insight, growth, and success. Whether you’re at square one or scaling up, you must learn how to thrive in a data-driven marketplace. This workshop is your chance to get in on the action.
What’s Your Exit Strategy?
Whether you intend to sell or pass your business to someone else, your exit can make or break the business. Come learn how to properly valuate and identify potential buyers so that your exit maximizes returns and ensures your business’s legacy. Aaron Friedman, Guideposts.io
Tax Tips for Entrepreneurs Starting and Operating a Business
Christine Footit, IRS
Tired of being a backseat driver when it comes to taxes? It’s time to swap seats and take the driver’s wheel! Revolutionize the way you handle taxes. Say goodbye to tax troubles and hello to expert strategies that will turbocharge your business’s success. With insider tips and savvy maneuvers, you’ll navigate the treacherous waters of taxation with ease and confidence.
Artificial Intelligence: Your Competitors Are Using It; You Should Too
Thomas Arndt PhD & Scott Bennett, BoardroomIQ
This interactive workshop explores the revolutionary impact of AI and its potential to transform businesses. Through in-session surveys and a brainstorming finale, participants will gain insights into the strengths and weaknesses of AI, its various applications, and how to think about integrating it into their professional endeavors. The presentation aims to demystify AI and empower attendees to leverage this technology for growth and competitiveness.
11:00AM - 11:45AM
11:15AM - 11:45AM
Engagement & Growth: Owning Your Customer Base
April Terry, ActiveCampaign
Congratulations — you’ve gained a new customer! Now, let’s turn that moment into a strategic opportunity. In this session, we’ll share the power of data-driven insights to identify and engage customers effectively and explore strategies for re-engaging them to foster continued growth in your business. This session is your guide to turning every customer interaction into a meaningful and prosperous relationship.
Workshop Pavilion (Booth 508) Exhibitor Hall
W
Unlock the Secrets of Financial Statements: Learn to Decipher and Leverage Your Numbers for Success!
Marie Retana & Victor Retana, Retanaco Accounting, LLC
Delve into the intricacies of your financial statements and uncover the hidden secrets that hold the key to your business’s success. Learn how to wield the power of numbers to your advantage, transforming them from mere figures into strategic assets that drive growth and prosperity. In this workshop, we don’t just teach you to read financial statements; we empower you to master them, leveraging their insights to propel your business to new heights. Make informed financial decisions and chart a course for success.
11:15AM - 11:45AM
Unleash the Power of AI in Email Marketing
Michael Letschin, Brevo W Workshop Room 2
Did you know that 64% of recipients decide to open an email based on the subject line alone? Learn how to unleash the power of AI tools to win customers, sell products, drive customer loyalty, and make email marketing efficient and easy.
Capital Access for Your Small Business
Kenneth Brenneman, Main Street Bond W
Unlock the secrets to funding growth: explore Main Street Bond strategies for small businesses. Join us for a dynamic workshop delving into innovative ways to finance business expansion. Discover the power of Main Street Bond solutions, empowering you to navigate growth challenges and achieve sustainable success in today’s competitive landscape.
Are Your Documents and Data Putting Your Business at Risk?
Jim Lekovich, Iron Mountain W
The average employee has access to over 10 million files - yet less than half of small businesses have measures in place to protect their data. With 63% of data breaches targeting businesses, the stakes couldn’t be higher. Get the knowledge and tools to conquer this information deluge and safeguard your organization’s future. Discover strategies to mitigate threats, ensure compliance, and slash expenses, freeing up precious time and resources to fuel the growth of your business.
Managing Business Credit Powered By Wells Fargo
Geovanny Cuevas, Wells Fargo W
Get the knowledge and skills necessary to effectively manage and optimize your business credit. Learn about the importance of business credit, how to establish and build a strong credit profile, strategies for maintaining good credit health, and methods for improving credit scores. Understand credit reports, managing debt responsibly, leveraging credit for business growth, and best practices for managing business credit in a competitive market.
Get Fintelligent
How to avoid the financial mistakes most business owners make when growing their business Rob Ripp, Fintelligent
Thriving Through Turmoil: Five (5) Strategies to Recession-Proof Your Business
Kirsten Elise Dunn & Michele Hoskins, Recession Proof Collective
Learn actionable strategies to navigate economic uncertainty & how to diversify revenue, strengthen finances, prioritize customers, and innovate for resilience. Gain Invaluable insights tailored to your business stage, helping you adapt and emerge stronger.
Room 3
Room 6
Social Media, Marketing, Advertising, PR Industry Meet-Up
Room 4
Workshop Room 1
Speed Networking Session | Sponsored by Thryv Gold, Platinum, VIP & Elite Badge Holders
12:00PM - 12:45PM FEATURED KEYNOTE PRESENTATION
UGG: The Journey from Startup to Iconic Billion-Dollar Brand
Brian Smith, Founder & Creator of UGG
Embark on a captivating journey with Brian Smith, the mastermind behind the iconic UGG brand. Get ready to dive into his riveting narrative of triumphs, setbacks, serendipitous moments, and heart-stopping close calls. With Brian as your guide, you’ll explore the fascinating evolution of a business—from infancy through the tumultuous teenage years, all the way to the pinnacle of maturity. Whether you’re a budding entrepreneur yearning to launch your dream venture or a seasoned professional navigating the unpredictable seas of success, Brian’s presentation promises enlightening takeaways. Brian’s incredible journey underscores the power of authenticity, resilience, and unwavering faith in one’s vision. Join us for an unforgettable experience and learn firsthand how you too can forge a path to prosperity while staying true to your values and beliefs.
Customer Advocacy: Empowering Your Super Fans
April Terry, ActiveCampaign
Elevate your marketing strategy by discovering how super fans can be more than just an enthusiastic customer – they can be a strategic asset for your business. In this session, we will discuss the art of identifying and empowering these super fans to become advocates for your brand.
How Purpose-Driven Brands are Making a BIG Difference
People have placed more and more importance on the idea that brands should serve a purpose. It matters to people. It matters to brands. 77% of consumers say they have stronger emotional bonds to purpose-driven companies. 66% of consumers are willing to switch from a known brand to a purpose-driven brand. 57% are willing to pay more for an equivalent product from a purpose-driven brand. Learn the success stories and 9 best practices of brands that put purpose at the center of their strategy.
Discover
Corporate Transparency Act: How to Comply with New Federal Reporting Law on Beneficial Ownership
Phil Lam, Financial Crimes Enforcement Network
Effective January 1, 2024, a new law requires many companies doing business in the United States to report information to the U.S. government about who ultimately owns or controls them. Please join FinCEN, a bureau of the U.S. Treasury Department, to learn more about new beneficial ownership information reporting requirements, whichcompanies will need to file, how to file, and where to find resources to simplify compliance.
Is Your Business Eligible for Funding?
Joseph Meuse, Business GPS, LLC
Is a cash flow crunch killing your business’ survival? You might be eligible for funding via government programs! Learn about different funding programs, and how to get the maximum amount your business deserves.
EQ Mastery: Elevating Team Performance and Driving Business Success
Luz Gonzalez, EQ Refined
Uncover the transformative power of Emotional Intelligence (EQ).
Teams grappling with low EQ encounter challenges like underperformance & conflict. Explore practical tools enhancing self-awareness, empathy, and communication, fostering a collaborative environment. Elevate your team’s EQ for stronger relationships, effective conflict resolution, & inclusivity, ultimately propelling your business to unparalleled success.
6 Tips to Integrate AI That’s Easy & Not Sleazy
Laura Bowers, The PMO Boss
Beginner Friendly! Using AI doesn’t have to leave you feeling like your cheating or not capable of an original thought. In this workshop we will tackle the basics and learn 6 tips to level up how you use AI in your life and business.
W Tips & Tricks To Take Your Google Ads eCommerce Strategies To The Next Level
Zach Everett, SmartSites
Identify key strategies behind optimizing Google Ads Performance Max campaigns. Learn about reporting mechanisms and deciphering crucial metrics for campaign success. Whether you’re a seasoned digital marketer or just beginning your journey with Google Ads, this presentation promises to equip you with the knowledge and tools necessary to elevate your campaigns to new heights of success.
1:00PM - 1:45PM
3
4
2:45PM
5
6
Workshop Room 7
S Speed Networking Back Left of Exhibitor Hall Speed Networking Session | Sponsored by Thryv Gold, Platinum, VIP & Elite Badge Holders
1:00PM - 1:20PM
eCommerce, Manufacturers, Retail, Distributors
Meet-Up
1:20PM - 1:40PM
Meet-Up
1:40PM - 2:00PM
HR, Employee Services
Meet-Up
Meet-Ups Back Right of Exhibitor Hall
Meet-Ups Back Right of Exhibitor Hall
Meet-Ups Back Right of Exhibitor Hall
1:45PM - 2:30PM FEATURED KEYNOTE PRESENTATION K Keynote Theatre
Steve Rozenberg, Author & Real Estate Investor
Discover how to transition from being overwhelmed by day-to-day operations to achieving clarity and freedom. Imagine the way your business could grow if a skilled, equipped, loyal team were in place! Learn how to attract and retain top talent, grow your team without sacrificing time or money, and be the kind of leader that inspires loyalty even in challenging times.
2:00PM - 2:45PM
Speed Networking Session | Sponsored by Thryv Gold, Platinum, VIP & Elite Badge Holders
S Speed Networking Back Left of Exhibitor Hall
the Box: Product Packaging Matters!
Does your packaging bolster your brand identity? Does it enhance your customer’s experience? Packaging expert Allen Wang is ready to share insights and answer individuals questions from the audience to ensure your product arrives with its best foot forward.
5 Ways Small Businesses are Using CRM to Increase Sales and Customer Engagement
Surya, Bigin By Zoho CRM
Surya, Senior Customer Success Manager from Zoho, discusses five inspiring case studies of small business owners seeing success after adopting CRM software in their day-to-day business operations. Surya will also walk you through the key aspects businesses should look for in CRM solutions to skyrocket your sales and customer engagement efforts.
Automations: Make More Money While You Sleep!
Automation tools funnel customers through the process, racking up sales while you snooze. Come learn practical strategies for implementing practical automation strategies that you can use right away to grow your business exponentially!
Is Your Business Franchisable?
Bernard Ramchatesingh, iFranchise Group
Expand through replication! Get information to determine if your business is franchisable, the process of franchising, legal requirements, quality control, best practices, costs, and potential returns. You’ll even learn about other growth strategies, in case franchising isn’t for you.
Is Your Data Ready for the Power of AI?
Jeremy Schultz, Cloudtech
This interactive discussion will help you understand how to ensure your data is ready for the transformative power of AI assistance - and what to do if it’s not. Learn how the Power of AI can take your business to new heights.
Sales Surge: Unleashing Explosive Sales Growth Strategies for Immediate Results
Steve Rozenberg, Author & Real Estate Investor
Discover how to transition from being overwhelmed by day-to-day operations to achieving clarity and freedom. Attract and retain top talent, transforming your team from amateurs to A-players. Efficiently grow your team without sacrificing time or money, optimizing your business for success. Learn how to be the leader who not only attracts A-players but also inspires them to stay and build your business, even in challenging times. Master the art of leadership that fosters loyalty and dedication, ensuring your business thrives whether you’re present or not.
3:00PM - 3:20PM
Hospitality, Travel, Transportation, Recreation Industry Meet-Up
3:00PM - 3:45PM
Speed Networking Session | Sponsored by Thryv Gold, Platinum, VIP & Elite Badge Holders
3:15PM - 4:00PM
Leap Forward: How to Seize Opportunities, Overcome Setbacks, and Perform at Your Highest Level
Failure is a part of life, but it doesn’t have to define you. Unfortunately, most people see failure as a negative experience indicative of personal shortcomings. As a result, they try to avoid failure at all costs, leading to stagnation, unfulfillment, and lack of innovation. For businesses, this causes lost revenue and missed opportunities. For individuals, it prevents them from becoming the best version of themselves. But it doesn’t have to be that way. By changing your perception of failure, you’ll be able to recover quicker and start taking positive steps. Learn how to embrace your failures and use them as a learning experience that will help you survive and thrive during challenging times. This presentation will be followed by a panel discussion with a focus on the digital skills and routines needed to future-proof your business.
3:40PM - 4:00PM
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MAY 2, 2024 10AM-5PM