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September 25, 2026
Anaheim, CA
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Sessions
Track Key:
Growth, Sales & Customer Experience
Operations, Productivity & Back Office
Keynotes, General Sessions & Panels
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Friday
Friday, September 25, 2026
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7:15am - 8:00am
Registration - Coffee / Networking
8:00am - 9:00am
Working Breakfast: AI for Marketing Content, Campaigns, and Customer Personalization
Josh Rozman
8:00am - 9:00am
Working Breakfast: How to Choose Your First Internal AI Use Case: 10 Automations You Can Deploy in 30 Days
Nelly Yusupova
9:15am - 10:00am
Keynote: How SMBs Are Using AI Today—and Where Real ROI Comes From
10:00am - 10:30am
Break & Networking
10:30am - 11:15am
Using AI to Improve Sales Follow-Up and Lead Conversion
Josh Rozman
10:30am - 11:15am
AI for Document Work, Reporting, and Internal Knowledge
Tricia Diamond
11:25am - 12:10pm
Customer Service AI: Chatbots, Ticket Triage, and Knowledge Bases
Algernae King
11:25am - 12:10pm
AI Automations Deep Dive: Stay Top of Mind With Your Connections Automation
Nelly Yusupova
12:10pm - 1:10pm
Lunch & Sponsor Networking
1:10pm - 1:55pm
From CRM Chaos to Customer Insight: Practical AI for Small Teams
Josh Rozman
1:10pm - 1:55pm
AI in Finance, HR, Scheduling, and Administrative Operations
Algernae King
1:55pm - 2:30pm
Break & Sponsor Networking
2:30pm - 3:15pm
Panel: The AI Tools SMBs Actually Use—and What Works
Moderated By:
John Waters
3:25pm - 3:55pm
AI Risk, Readiness & Governance for SMBs
Tricia Diamond
3:55pm - 4:15pm
Break & Sponsor Networking
4:15pm - 5:00pm
General Session: Your 90-Day SMB AI Action Plan
John Waters