SMB 2025 Summit logo with FWB

10.30.25

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Energy. Authenticity. Vulnerability.

  • The FWBxSMB Summit brought together entrepreneurs, creators, and business leaders for learning, collaboration, and connection.

  • Interactive sessions and panels focused on strategic planning, marketing, operations, finance and AI.

  • New partnerships, fresh ideas, and lasting relationships were formed in just a few hours.

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An Evening of Intention

A man and woman shaking hands in an office setting, the man wearing a light blue shirt with a name tag, the woman wearing a patterned blazer.
Three people are sitting in a waiting area, engaging in a conversation. One man is looking directly at the camera with a neutral expression, while a woman is speaking to another man with his back to the camera. In the background, there are other people seated and looking at electronic devices.
“The inaugural FWB Small Business Summit was as expected, engaging, educational, and well-run.”
— Gary Gagnon, Sales Xceleration
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Tackling Challenges

Building trust through vulnerability was the key for success at the Summit.

Creating space for authentic connections and meaningful business partnerships to form.

A win-win environment developed, allowing both owners and providers to grow.

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The Subject Matter Experts

Kim Yancey

  • Fractional Operations

  • Project Leadership

  • Process & Systems Optimization

Summer Berry

  • Strategic Marketing

  • Event Planning

  • Social Media Management

Dan Braun / James Turner

  • AI Utilization

  • Marketing Automation

  • Strategic Consulting

Cole Diachenko

  • Branded Merchandising

  • E-Commerce Store Build

  • Trade Show Products/Displays

Griffin Bettencourt

  • SMB Loan Management

  • Sales Leadership

  • Revenue Optimization

Gary Gagnon

  • Fractional VP of Sales

  • Growth Acceleration

  • Revenue Forecasting

Jason Stier

  • Fractional CFO services

  • Cash Flow Strategy

  • Risk Reduction

Alexandra O’Connell

  • Website build & design

  • Brand Strategy

  • SEO & AIO Expertise

James Gorzynski

  • Business sale / exit

  • Acquisition Guidance

  • Operational Support

Jimmy Larkin

  • Video Production

  • Creative Mapping

  • Content Production

Tony Caldwell

  • Executive Advisor

  • Leader Development

  • Keynote Speaker

Trey Tucker

  • IT / MSSP Solutions

  • Technology Alignment

  • Cloud Migration

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Navigating the Big Beautiful Bill: Tax Impacts on Small Business

Speaker: Kayla Auger, CliftonLarsenAllen

Description:
Join CLA’s tax expert Kayla Auger, CPA, for a practical overview of the "Big Beautiful Bill" and its impact on small business taxes. Kayla will explain key provisions, tax-saving opportunities, and compliance tips to help SMB owners plan confidently—whether you run a startup or established company.

Impactful Presentations

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Why Traditional Staffing Methods Don’t Work

Speaker: Adam Raimond, MyWorkChoice

Description:
Adam will highlight a few of the innovative strategies MyWorkChoice deploys to combat the multitude of challenge that come with hiring hourly workers. Expect to come away with techniques that can support retention and maximize potential for acquiring new talent.

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