╰┈➤ Agenda
8:00 AM – 9:30 AM
1:00 PM – 2:30 PM
Jason Clubb (EOS Worldwide)
This workshop introduces the Entrepreneurial Operating System (EOS), a proven framework to help small businesses clarify their vision, gain traction, and foster team health. Attendees will learn how EOS provides a simple, practical structure to align leadership, drive accountability, and achieve long-term business goals. Key takeaways: Understand the six key components of EOS (Vision, People, Data, Issues, Process, Traction). Learn how EOS can help eliminate organizational dysfunct
1:00 PM – 2:30 PM
Antonio Smith (Visionary CPA Insights)
This advanced financial workshop provides small business owners with strategies to optimize cash flow, navigate tax complexities, and prepare for sustainable growth. Attendees will explore tools and best practices for financial planning, compliance, and leveraging tax incentives to maximize profitability. Gain strategies for effective financial forecasting and cash flow management. Understand key tax planning opportunities and compliance pitfalls for small businesses. Walk away with tools to strengthen financial decision-making and support long-term growth.
2:30 PM – 3:00 PM
3:00 PM – 4:30 PM
This hands-on workshop introduces the fundamentals of Artificial Intelligence (AI) and Large Language Models (LLMs), showing how these tools are transforming small business operations. Designed for beginners, it breaks down AI concepts into real-world applications across sales, marketing, and operations. Participants will: Learn how AI and LLMs boost efficiency in daily workflows Explore practical use cases for content creation, customer service, and automation Gain a framework for adopting AI responsibly and effectively in small businesses
3:00 PM – 4:30 PM
Alex Moore (Stratagon)
This advanced session explores data-driven sales and marketing strategies that prioritize authentic customer relationships. Participants will learn how to leverage CRM insights, personalization, and marketing automation to drive scalable growth while maintaining a human touch. Key takeaways include: Using customer data to craft targeted campaigns and nurture leads Aligning sales and marketing teams for a unified customer journey Balancing automation and AI with genuine relationship-building to achieve sustainable revenue growth
4:30 PM – 6:00 PM
5:30 PM – 8:00 PM
Stars and Strikes Entertainment Center (Concord, NC)
8:00 AM – 9:30 AM
Dr. Sunil Erevelles (UNC Charlotte)
Customer Service Wake-Up Call
9:30 AM – 11:00 AM
Alex Moore (Stratagon)
This intro session dives into the fundamental of developing a data-driven sales and marketing organization. that prioritize strong customer relationships. Participants will explore how to integrate CRM insights, personalization, and marketing automation to build scalable growth strategies, while still delivering authentic customer experiences. Discover how to leverage customer data to create more targeted campaigns and nurture leads. Learn best practices for aligning sales and marketing teams for a unified customer journey. Understand how to balance automation and AI with relationship-building to drive sustainable revenue growth.
9:30 AM – 11:00 AM
In this powerful, practical, hands-on workshop you will learn the 5 essential Leadership Practices and 5 essential Management Practices that help create a self-managing business — a company where everyone takes ownership, solves problems, and drives results without being micromanaged. Key Takeaways: Learn how LLMs and AI tools can increase efficiency in everyday business workflows. Discover practical AI use cases for content creation, customer service, and process automation. Gain a framework for adopting AI responsibly and effectively within small businesses.
11:00 AM – 12:30 PM
Jason Clubb (EOS Worldwide)
Whether you’re running a company or running a department, your ability to lead and manage well directly impacts your team’s performance and your organization’s success. This workshop will help you: Understand the difference between leading and managing — and why you need to do both Build trust and clarity through consistent leadership behaviors Set clear expectations and create a culture of peer-to-peer accountability Develop your team through effective one-on-ones, feedback, and support Create a workplace where people want to be great at their jobs Takeaway: A clear, actionable plan to strengthen your team’s accountability and your own leadership and management habits.
11:00 AM – 12:30 PM
Antonio Smith (Visionary CPA Insights)
This introductory financial workshop provides small business owners with the financial fundamentals for sustainable growth. Attendees will explore tools and best practices for financial planning, compliance, and learn about tax incentives to maximize profitability. Key Takeaways: Gain strategies for effective financial forecasting and cash flow management. Understand key tax planning opportunities and compliance pitfalls for small businesses. Walk away with tools to strengthen financial decision-making and support long-term growth.
12:30 PM – 1:45 PM
This dynamic panel brings together successful Small Businesses (SBs) to share strategies, insights, and lived experiences on thriving in today’s rapidly evolving marketplace. Panelists will discuss challenges unique to MBEs and businesses at large, highlight opportunities for growth, and provide actionable guidance on building resilience and competitiveness in uncertain times. Gain practical insights into how MBEs are adapting to market, policy, and technology shifts. Learn strategies for accessing capital, building partnerships, and leveraging certifications. Walk away with real-world advice on sustaining growth and creating long-term value in competitive industries.
1:45 PM – 2:30 PM
The Corporate Connection session creates a space for MBEs and corporate partners to connect directly. Attendees will hear from corporate leaders on supplier priorities, procurement trends, and partnership opportunities. This session segwasys into the Corporate Connection Fair. Understand what corporations are looking for in supplier partnerships. Gain clarity on how to position your business for procurement success. Build valuable relationships with decision-makers that can lead to tangible opportunities.
2:30 PM – 4:30 PM
Table connections between SBs and Corporate Partners
╰┈➤ Featured Speakers
SBS Title Sponsors
