CVMSDC: Small Business Summit '25

CVMSDC: Small Business Summit '25

By CVMSDC

Join us at the CVMSDC Small Business Summit '25 for a day of networking, learning, and growth opportunities for your small business!

Date and time

Location

TIAA

8625 Andrew Carnegie Boulevard Charlotte, NC 28262

Agenda

Day 1

12:30 PM - 1:00 PM

Arrival and Registration

1:00 PM - 2:00 PM

Introduction: Entrepreneurial Operating System (EOS)

Jason Clubb (EOS Worldwide)


This workshop explores the Entrepreneurial Operating System (EOS) — a proven framework designed to help small businesses clarify their vision, gain traction, and strengthen team health. Through pract...

2:00 PM - 2:15 PM

Break

2:15 PM - 3:15 PM

Advanced: Modern Sales and Marketing Best Practices

Alex Moore


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 ...

3:15 PM - 3:30 PM

Break

3:30 PM - 4:30 PM

Introduction: LLM/AI How To's and Best Practicies (ChatGPT and Others)


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 b...

4:30 PM - 4:45 PM

Break

4:45 PM - 5:45 PM

Advanced: Financial Management and Tax

Antonio Smith


This advanced financial workshop equips small business owners with strategies to optimize cash flow, navigate tax complexities, and plan for sustainable growth. Participants will learn best practices...

6:00 PM - 7:30 PM

RING Meet Up "Dine Around" Hosted by SBs Chairs

SBs Chairs


Expand your professional network and build connections with RING peers, as well as Corporate Partners.

Day 2

8:30 AM - 9:00 AM

Breakfast


Breakfast - Customer Service Wake up Call - Dr. Sunil Erevelles

9:00 AM - 9:45 AM

Introduction:Modern Sales and Marketing Best Practices

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 ...

9:45 AM - 9:55 PM

Break

9:55 AM - 10:40 AM

Advanced: Entrepreneurial Operating System (EOS) Introduction

Jason Clubb (EOS Worldwide)


This workshop explores the Entrepreneurial Operating System (EOS) — a proven framework designed to help small businesses clarify their vision, gain traction, and strengthen team health. Through pract...

10:40 AM - 10:50 AM

Break

10:50 AM - 11:35 AM

Introduction: Financial Management and Tax

Antonio Smith


This advanced financial workshop equips small business owners with strategies to optimize cash flow, navigate tax complexities, and plan for sustainable growth. Participants will learn best practices...

11:35 AM - 11:45 AM

Break

11:45 AM - 12:30 PM

Advanced: LLM/AI How To's and Best Practicies (ChatGPT and Others)


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 b...

1:00 PM - 1:45 PM

Lunch and SBs Panel: How to Win in This Environment

3-4 panalist (Tier II,III, IV)


This dynamic panel brings together successful Small Business Owners (SBs) to share strategies, insights, and lived experiences on thriving in today’s rapidly evolving marketplace. Panelists will disc...

1:45 PM - 2:30 PM

Corporate Connection


The Corporate Connection session provides a dedicated space for Small Business Owners (SBs) and corporate partners to connect directly. Attendees will hear from corporate leaders about supplier prior...

2:30 PM - 4:00 AM (+1 day)

Corporate Connection Fair


Table Connections between SBs's and Corporate Partners

Good to know

Highlights

  • 1 day 6 hours
  • In person

Refund Policy

Refunds up to 7 days before event

About this event

Business • Startups

The CVMSDC Small Business Summit, themed “Accessible Development: Advancing Your Potential,” will bring entrepreneurs together at TIAA headquarters in Charlotte for a day designed by MBEs, for MBEs. Every workshop is built around the lived experiences of small business owners, tackling the real challenges of growth, procurement, and innovation with insights you can put to work immediately. With the generous support of TIAA and Fluor, the Summit delivers not just inspiration but access — access to proven strategies, powerful networks, and pathways that move MBEs forward.

This year’s program is structured with a dual-track format, giving attendees the freedom to choose sessions that fit their specific goals. Whether your focus is scaling operations, leveraging technology, or strengthening your financial footing, each track offers practical content and peer-driven expertise. Anchored by the theme Accessible Development: Advancing Your Potential, the Summit ensures that every participant leaves with actionable tools, valuable connections, and the momentum to take their business to the next level.

This event is open to all small business owners—whether certified or non-certified—who are ready to take bold steps toward growth. Through thought-provoking sessions, networking opportunities, and actionable takeaways, the summit will give you the tools to advance your potential and make business development more accessible than ever.

Frequently asked questions

Organized by

CVMSDC

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Hosting

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$49.50 – $299