Small Business Playbook
May 4, 2023

Small Business Playbook

Growth and Opportunity in 2023

Persistent inflation and economic uncertainty continue to plague small business owners, as the gap between Wall Street and Main Street widens. But opportunities do exist to help navigate these obstacles, and even thrive, in spite of them.

CNBC’s Small Business Playbook will bring together some of the top experts in entrepreneurship to offer insight and advice to help your business succeed in the short-term and long-term.​

For CNBC Small Business Playbook editorial coverage, stories and video, visit www.cnbc.com/small-business-playbook/.

Speakers

Asahi Pompey

Asahi Pompey is Global Head of Corporate Engagement and President of the Goldman Sachs Foundation. She is a member of the Management Committee, the Global Inclusion and Diversity Committee and a sponsor of the Firmwide Black Network.

Prior to assuming her current role, Ms. Pompey was Co-Chief Compliance Officer of Goldman, Sachs & Co and Global Head of Investment Banking Division Compliance, and had responsibility for conduct risk. She joined Goldman Sachs in 2006 and was named Managing Director in 2010 and Partner in 2018.

Prior to joining the firm, Ms. Pompey was an associate at Cleary Gottlieb Steen & Hamilton, where she worked in the New York and Frankfurt offices.

Ms. Pompey serves on the Board of Managers for Swarthmore College. She also serves on the Advisory Boards of Forbes’ Next 1,000, Glamour Women of the Year and the Milken Center for Advancing the American Dream.

Harley Finkelstein

Harley Finkelstein is an entrepreneur, lawyer, and the President of Shopify. He founded his first company at age 17 while a student at McGill. Harley completed his law degree as well as his MBA at the University of Ottawa, where he co-founded the JD/MBA Student Society and the Canadian MBA Oath. Harley is an Advisor to Felicis Ventures, and one of the “Dragons” on CBC’s Next Gen Den. He received the Canadian Angel Investor of the Year Award, Canada’s Top 40 Under 40 Award, Fortune’s 40 Under 40, and was inducted into the Order of Ottawa. From 2014 to 2017 Harley was on the Board of Directors of the C100, and from 2017 to 2020 he was on to the Board of Directors of the Canadian Broadcasting Corporation (CBC). He is currently on the Board of Operation Hope, a non-profit providing financial literacy empowerment and economic education. Harley starred on Discovery Channel’s I Quit, and recently co-founded Firebelly, a modern high-end tea brand.

Damian Lillard

Damian Lillard of the Portland Trail Blazers is a 7-time NBA All-Star & a member of the NBA’s 75th Anniversary team. Lillard won a gold medal with Team USA Basketball at the 2020 Tokyo Olympics, and is widely regarded as one of the premier players in the NBA.

Damian is a Co-Founder of Move Insoles, a new athletic health and wellness brand which makes performance insoles for athletes and consumers looking to improve their foot health. Move Insoles was founded in 2020, and has quickly gained momentum as the top insoles product worn among NBA and top college basketball players.

In the offseason, Lillard also known as DAME D.O.L.L.A. is an emerging hip-hop musical artist, who has released 4 studio albums to date under his Front Page Music label.

Hannah Fernandez

Hannah Fernandez is the first woman Chair of SCORE Chicago and currently serves as the Illinois Assistant District Director at SCORE. A graduate of the University of Chicago, Hannah has over a decade experience in startups, sales, marketing, funding, workforce and economic development. Hannah is the Founder and CEO of ROI Business Funding, and she advocates for small businesses who have limited access to capital and networks as well as empowers women and minorities to be in positions of leadership and influence in business.

Hannah is a featured expert columnist in Where Women Create WORK Magazine, the strategic business funding expert at Women’s Leadership LIVE, and the Financial Coach at Metropolitan Family Services. Hannah hosts the SCORE Chicago TV’s “Let’s Talk Business” show. She served on the City of Chicago Mayoral Business Council, and she was the Chair of the National Latino Education Institute (NLEI) Business Leadership Council for over 3 years. She was a member of the Young Entrepreneur Council (YEC), Board of Directors at Mega Partnering and a Community Board Member for Metropolitan Family Services. Hannah is a member of the Advisory Collective Council for the Illinois State Comptroller as well as the Governors State University (GSU) Supply Chain Innovation Center and Business Incubator (SCICBI) Advisory Board.

Hannah is featured in the Success Sisters Magazine Top Entrepreneurs to Watch and the Behind Her Brand Magazine. Hannah moderated and produced the sold-out "Game Changers: Women's International Day Forum" in collaboration with Women's Leadership LIVE, Where Women Create WORK Magazines, Chicago Business Affairs & Consumer Protection, the Chicago White Sox, and HispanicPro. She is a sought-after speaker and panelist at business events, including: “Unstoppable Confidence: Women in Leadership”; SCORE and the SBA's “Show Me the Money” workshop; WBDC’s Latina Entrepreneurial Accelerated Development Program (LEADHer); SCORE and The Latino Coalition "Power of Mentoring" to name a few. Hannah has appeared in WCIU-TV's You & Me This Morning, ABC 7, WTTW 11 and has been featured in USA Today, CBS, The Daily Herald, Yahoo! News, and other publications.

Nicole Elam

Nicole A. Elam, Esq. is President and CEO of the National Bankers Association (“NBA”), the premier trade association and voice for the nation’s minority depository institutions. She is the youngest President and CEO since the NBA’s founding in 1927.

Nicole joined the NBA in May 2021 from JPMorgan Chase & Co. where she was vice president and government relations manager developing public policy positions and advocacy strategies in Washington, DC. In this role, she also managed national engagement strategies and led efforts on the firm’s commitment to invest $30 billion over five years to advance racial equity and drive inclusive economic growth.

Nicole has spent nearly 20 years working in public policy and public affairs. Prior to JPMorgan Chase & Co., she led the government and external affairs strategy for ITT Educational Services, Inc. and served as its primary spokesperson and lead representative with the media, policymakers, trade organizations, consumer groups, investors and the public. Nicole also worked as a senior director at the government affairs firm Ice Miller Strategies LLC.

Nicole has held legal roles as an attorney at Akin Gump Strauss Hauer & Feld LLP focusing on congressional investigations and government enforcement actions, and a law clerk at the NAACP Legal Defense and Educational Fund in Washington, DC. Nicole’s early career highlights including working as communications director at the Black Leadership Forum and as a legislative assistant at the NAACP Washington Bureau.

Nicole received a Juris Doctor degree, cum laude, from the Howard University School of Law where she was solicitations editor of the law review, and a Bachelor of Arts degree from DePauw University.

Jill Martin Brooks

Jill Martin is an Emmy Award-winning television personality and New York Times bestselling author. Martin is the Lifestyle Contributor on NBC’s TODAY show known for her wildly popular “Steals and Deals” segments. She also serves as a guest co-host for the 3rd Hour of Today. After writing three fashion self-help books, Jill wanted to create a line of products for women to bring ease, comfort, and accessible elegance into their lives. Jill created a lifestyle brand for QVC that is coveted by the world’s most famous celebrities and adored by women (& men) across the world.

Dominic Chu

Dominic Chu is a senior markets correspondent for CNBC, located at the network’s Global Headquarters in Englewood Cliffs, N.J. He appears during CNBC’s Business Day programming and contributes to CNBC.com.

Previously, Chu was a New York-based markets correspondent for Bloomberg Television, where he covered the stock, bond, currency and commodities markets. During that time, he interviewed some of the world’s top money managers and business executives, and he also was part of the team that covered Hurricane Sandy and the Boston Marathon bombings. In addition, Chu handled sports business reporting for the network.

Chu brings extensive knowledge of the financial markets, having worked in sales and trading for UBS Investment Bank, mutual fund management for Hennessy Advisors and investment management for Seascape Capital.

He has spoken at numerous industry conferences and was a regular contributor to radio and television outlets across the country.

Chu holds a Bachelor of Science degree in hotel administration from Cornell University.

Sharon Epperson

Sharon Epperson, named one of “12 to Watch in TV News,” can be seen regularly on CNBC television and other media platforms.

As CNBC’s senior personal finance correspondent, Epperson covers the many facets of how people manage, grow and protect their money. Her expertise includes saving and investing for retirement, paying for college, managing mortgage, student loan, credit card and other debt, and building a financial legacy through estate planning.

Preparing your finances for the unexpected is another critical (and personal) aspect of her reporting. In September 2016, Epperson sustained a ruptured brain aneurysm and she nearly lost her life. She has become a staunch advocate for health and wellness issues, raising awareness about brain aneurysms and funding for research. In September 2018, she and her family established “The Sharon Epperson Chair of Research” through the Brain Aneurysm Foundation to provide grants for research on early detection and innovative treatments.

Epperson is a lead contributor to “Invest in You: Ready. Set. Grow.,” a multi-platform financial wellness and education initiative at CNBC in partnership with the micro-investing app Acorns, and developed its companion 8-week learning course and weekly newsletter, “Invest in You: Money 101.” She also contributes to NBC’s TODAY and NBC Nightly News as well as Today.com and NBCNews.com.

Her book, The Big Payoff: 8 Steps Couples Can Take to Make the Most of Their Money-and Live Richly Ever After, was a finalist for the Books for a Better Life Awards, honoring works that have “changed the lives of millions.” She also was a contributing writer for The Experts’ Guide to Doing Things Faster. Her personal finance expertise has been featured in numerous publications, including The Wall Street Journal, The Washington Post, The Boston Globe, USA Weekend, Self, Essence, Ebony and TIME, where she had covered business, culture, social issues and health as a correspondent prior to joining CNBC.

Epperson has numerous industry and civic awards, including the Special Achievement Award from the National Association of Personal Financial Advisors (NAPFA) and the Savvy Inspiration Award from the non-profit, financial empowerment group Savvy Ladies. She won an Alliance for Women in Media’s Gracie Award for Outstanding Online Host for her “Financial Advisor Playbook” video series on CNBC.com. She has received the Vanguard Award for her distinguished career in business and personal finance reporting from the National Urban League Guild, and the All-Star Award from the Association of Women in Communications. She also has won awards from the New York Festivals, the New York Association of Black Journalists and the National Association of Black Journalists.

Epperson is committed to improving financial literacy, particularly in underserved communities. She was invited to the White House during President Obama’s administration to speak about financial literacy and to moderate a public meeting of the President’s Advisory Council on Financial Capability at the U.S. Treasury Department. She also speaks frequently at conferences and events for local and national organizations, colleges and universities about many facets of personal finance.

An adjunct professor at Columbia University’s School of International and Public Affairs, Epperson has also taught courses at Columbia’s Graduate School of Journalism. She enjoys teaching the importance of budgeting and building long-term savings as part of her professional development courses for graduate students.

Epperson received her bachelor’s in sociology and government from Harvard University, a master of international affairs degree from Columbia University, and an honorary doctorate from Carlow University in Pittsburgh. A Pittsburgh native, she has also been inducted into the Hall of Fame at Taylor Allderdice High School, her alma mater.

She currently lives with her husband and two children in Westchester County, N.Y.

Steve Kovach

Steve Kovach is Technology Correspondent for CNBC covering Apple, Microsoft, E-sports and video games for the network.

Most recently, he served as Technology Editor for CNBC.com, where he managed technology coverage for CNBC Digital. Kovach joined CNBC in 2018 from Business Insider, where he was Senior Technology Correspondent. He has a dual degree in journalism and English from Syracuse University.

Tyler Mathisen

Tyler Mathisen co-anchors CNBC's "Power Lunch" (M-F, 1PM-3PM ET), one of the network's longest running program franchises. He is also Vice President, Events Strategy for CNBC, working closely with the network's events team to grow the rapidly expanding business.

Previously, Mathisen was co-anchor of "Nightly Business Report," an award-winning evening business news program produced by CNBC for U.S. public television. In 2014, NBR was named best radio/TV show by the Society of American Business Editors and Writers (SABEW). Since joining CNBC in 1997, Mathisen has held a number of positions including managing editor of CNBC Business News, responsible for directing the network's daily content and coverage. He was also co-anchor of CNBC's "Closing Bell."

Mathisen has reported one-hour documentaries for the network including "Best Buy: The Big Box Fights Back," "Supermarkets Inc: Inside a $500 Billion Money Machine" and "Death: It's a Living." Mathisen was also host of the CNBC series "How I Made My Millions."

Prior to CNBC, Mathisen spent 15 years as a writer, senior editor and top editor for Money magazine. Among other duties, he supervised the magazine's mutual funds coverage, its annual investment forecast issue and its expansion into electronic journalism, for which it won the first-ever National Magazine Award for New Media in 1997.

In 1993, Mathisen won the American University-Investment Company Institute Award for Personal Finance Journalism for a televised series on "Caring for Aging Parents," which aired on ABC's "Good Morning America." Mathisen served as money editor of "GMA" from 1991 to 1997. He also won an Emmy Award for a report on the 1987 stock market crash that aired on New York's WCBS-TV.

A native of Arlington,Va., Mathisen graduated with distinction from the University of Virginia.

Kate Rogers

Kate Rogers joined CNBC in September 2014 as a reporter based at the network's Global Headquarters in Englewood Cliffs, New Jersey. Rogers covers small business and entrepreneurship for the network appearing on CNBC's Business Day programming and providing daily stories and videos to CNBC.com. She will also contribute to the network's overall markets coverage.

Previously, Rogers was a personal finance and small business reporter for FOX Business and FOXBusiness.com. While there, she reported across FBN's and FOX News' daily programming. She also created and hosted a web series on entrepreneurship and startups called "Growing Your Business" for FOXBusiness.com.

Prior to FBN, Rogers was a reporter at the Nonprofit Times covering the business aspect of nonprofit management, and was an editor at the Union County Local Source.

Rogers holds a bachelor's degree in English with a concentration in Journalism and a minor in Women's Studies from the University of Delaware.

Kevin O'Leary

Kevin O’Leary was born in Montreal, Canada on July 9th, 1954. As the son of a United Nations ILO official, he had the opportunity to live and be educated in Cambodia, Cyprus, Tunisia, Ethiopia, France and Switzerland.

Kevin attended the University of Waterloo in Ontario, Canada where in 1977 he received an Honors bachelor’s degree in environmental studies and Psychology. He attended the University of Western Ontario where he received his MBA in 1980.

After working briefly as an assistant product manager at Nabisco Brands, he left to pursue a career in television production and became a founding partner in Special Event Television, an independent production company that produced original sports programming such as “The Original Six”, “Don Cherry’s Grapevine” and “Bobby Orr and the Hockey Legends”.

Kevin co-founded SoftKey Software Products in Toronto, Canada in 1986. SoftKey was the first software company to apply the principles of consumer goods marketing to the software industry. SoftKey grew quickly as the price of personal computers declined and millions of North American families began to buy software for family education and entertainment.

In January of 1994, SoftKey became a catalyst of consolidation in the software industry, raising over $ 1 billion in a series of debt and equity financings and completing the first trans-border three-way pooling, merging with Spinnaker Software and WordStar International. As a result of this merger the company moved its headquarters to Boston, Massachusetts. In late 1995, SoftKey acquired Compton’s New Media and The Learning Company. In early 1996, SoftKey completed the acquisition of the Minnesota Educational Computer Company. In late 1997 and early 1998, the company acquired three more of its competitors, Creative Wonders, Mindscape and Broderbund making SoftKey the world leader in the development of educational, reference and home productivity software and the world’s second largest consumer software company with annual sales over $800 million, two thousand employees and subsidiaries in 15 countries. In 1996 SoftKey changed its name to The Learning Company. In early May 1999, The Mattel Toy Company acquired The Learning Company for $4.2 billion.

In 2003 he became co-investor and a director in Storage Now, a leading developer of climate-controlled storage facilities. Through a series of development projects and acquisitions, Storage Now became one of Canada’s largest owner/operator of storage services with facilities located in eleven cities serving such companies as Merck and Pfizer when it was acquired by the In Storage REIT in March 2007 for $110 million.

In July of 2007 Kevin became a founding investor and Director of Stream Global Services Inc., focused on the growing outsourcing business services market.

Kevin O’Leary is the Chairman of O’Leary Funds the Manager of the publically traded family of O’Leary Global Equity and Income Funds. He also serves on the board of The Richard Ivey School of Business at the University of Western Ontario. He is a member of Boston’s 107 year old Hamilton Trust. Kevin O’Leary is a contributing columnist to CTV, BNN and the Bell Media Radio Network. He is a contributor to CNBC, ABC News and Good Morning America and an entrepreneur/investor co-host for the Discovery Channels Project Earth series that explores innovative ways man could reverse global warming implementing large scale geo-engineering infrastructure projects. He is also an investor/host of ABC Television’s Emmy Award winning venture capital reality program “Shark Tank” produced my Mark Burnet/Sony/ABC.

Kevin O’Leary is an active photographer, guitarist and author of three number #1 best selling books “Cold Hard Truth”, “Men, Women and Money” and “Family Kids and Money”.

Jenna Kurath

Jenna Kurath is the Vice President of Startup Partnerships and Head of Comcast NBCU SportsTech which finds, funds, and fast-tracks startups working at the intersection of sports and technology. In that role she is responsible for leading strategy for the accelerator fund; defining the investment thesis, and managing key industry partnerships. Jenna is also responsible for managing key industry partnerships, including the SportsTech Partner Consortium, comprised of Comcast NBCUniversal’s sports brands - NBC Sports, SkySports, Comcast Spectacor, and Golf – alongside NASCAR, PGA TOUR, WWE and three US Olympic sports organizations. Prior to joining Comcast, Jenna held various business development, sales strategy and communication roles at startups, pre-IPO organizations to Fortune 500 companies including Symantec and Concentric Networks.

Marybeth Pearce

An experienced technology solutions professional for more than 15 years, currently leading the growth and engagement of the Hospitality & Restaurant clients for Comcast Business Enterprise Solutions throughout the U.S.

Kevin Kerridge

In 1999, Kerridge started Hiscox’s first direct-to-consumer online business in the UK, leaving it in 2009 with a market-leading position in the small business and affluent homeowner’s insurance arena. Kerridge then relocated from London to New York to oversee the launch and development of Hiscox’s US digital small business operation. Kevin Kerridge was executive vice president of the direct and partnership division at Hiscox USA, the US arm of the global specialty insurer. He guided Hiscox’s effort to reinvent small business insurance in the US, delivering it through a best-in-class online and service center delivery model. Under Kevin’s leadership, Hiscox reinvented small business insurance in 2010 when it launched the first online direct-to-consumer business insurance platform in the US -- which now serves over 600,000 small business policyholders. Kevin has deep expertise at the intersection of technology and risk as it relates to starting, growing and protecting a business. He has received numerous industry accolades and is a sought after speaker on issues relating to small business and insuretech.

Renee Grimm

Renee Grimm is Senior Vice President of the Retirement Plan Division at Capital Group, home of American Funds, responsible for the northeast RP division. She has 16 years of industry experience, all with Capital Group. She holds a bachelor’s degree in merchandising from the University of Kentucky. She also holds the Certified Investment Management Analyst® designation. Renee is based in Hoboken, N.J.

Shibani Joshi

Shibani Joshi is an experienced journalist who has covered business, technology and general news for global media outlets including ABC News, Fox News Channel, Yahoo! Finance and Huffington Post. She provides commentary on business, technology and lifestyle topics and hosts events for leading corporations.

Previously, Shibani anchored a daily markets show and had her own dedicated segment on TV called “Joshi on Tech” on the Fox Business Network in New York City. In her almost 6-year tenure, she evolved into the dedicated on-air tech reporter at both Fox News Channel and Fox Business Network.

Shibani also reported extensively live on the floor of the New York Stock Exchange, Nasdaq and NYMex exchanges, covering the 2008 market crash, historic interest rate cuts, record oil prices and the biggest point drop in Dow history (at the time).

Throughout her career, Shibani has interviewed large-cap tech CEOs and executives from companies including Apple, Qualcomm, Google, Sony and Ebay. She has also interviewed execs from Uber, Dropbox, Rent the Runway and Angie’s List in their early stages.

Her unique business perspective stems from real-world corporate experience and a distinguished business education. After double majoring in finance and accounting, she worked as an investment banking analyst at Morgan Stanley in New York City, where she focused on corporate finance and M&A projects.

Joshi later moved on to Disney/ABC Media Networks, where she was the firm’s Senior Manager of Digital Strategy. In 2014, she created ShibanionTech.com, a blog focused on stories at the intersection of lifestyle and technology.
Shibani teaches at the University of Oklahoma, sits on the Board of Advisors for the Price College of Business at the University of Oklahoma, and served as a Trustee to The Children’s School in La Jolla, California.

Shibani is a graduate of the University of Oklahoma and holds an MBA from The Harvard Business School. She currently lives in the Bay Area with her 3 children.

JJ Ramberg

JJ Ramberg is the co-founder of Goodpods which is solving discovery for the podcast industry and on the founding team of NewAtlantis Labs which is addressing biodiversity loss in our ocean. JJ was named one of Inc Magazine's Female Founders 100 and Goodpods was honored as one of Fast Company's Most Innovative Companies. JJ spent over a decade as the anchor of MSNBC's Your Business and is the author of two books, the best-selling It's Your Business and the children's book The Startup Club.

Bobbi Rebell

Bobbi Rebell, CFP® is the founder of Financial Wellness Strategies and the author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. She is a financial wellness advocate, the host of the Wellness for Financial Grownups podcast and the founder of GrownupGear.com. Bobbi was previously a global business news anchor and personal finance columnist at Reuters and held various journalist positions at top news outlets including CNBC, CNN and PBS.

Caroline Woods

NYC-based video presenter and producer with extensive experience in all areas of television and digital video development and production, including anchoring, reporting, writing, producing, interviewing, editing, social media, hiring and team development. Organized, detail-oriented and collaborative leader with comprehensive experience in business news, media training and startups.

AGENDA

The Current State of Main Street in America

As economic headwinds continue to pose persistent challenges, we’ll dive into the data from the Goldman Sachs 10K Small Businesses initiative and examine what owners across America are thinking and feeling, and what they need to survive, and thrive.  

Asahi Pompey, Goldman Sachs Foundation President
Interviewer: Kate Rogers, CNBC Restaurant & Small Business Correspondent

Watch the full interview

Show Me the Capital

Currently, one of the most pressing needs for small businesses is access to working capital. With dwindling revenue a growing concern, we’ll discuss strategies to access funds, along with advice on how to keep your money safe following the collapse of Silicon Valley Bank.  

Nicole Elam, National Bankers Association President & CEO
Interviewer: Sharon Epperson, CNBC Senior Personal Finance Correspondent

Watch the full interview

Targeting the Customers of Today and Tomorrow

Customer patterns have drastically shifted over the past three years, with many now prioritizing connection, values, and special incentives. We’ll look at the e-commerce platform used by over one million small businesses globally to examine how to get to know your customers on a deeper level, and why enhancing your digital strategy is key to capturing new business. 

Harley Finkelstein, Shopify President
Interviewer: Steve Kovach, CNBC Technology Correspondent  

Watch the full interview

Small Business Outlook and How a Relief Program Could Help

Sponsored & Programmed by WonderTrust

Small businesses are living in challenging times. Inflation, a looming recession, shrinking margins, and difficulties securing traditional loans—it’s getting harder for some to keep the lights on. An enhancement to the government’s Employee Retention Credit (ERC) might offer relief to qualifying businesses. This session will talk about who qualifies for the ERC, why so few small businesses know about it, and what they can do with the savings. 

Kevin O’Leary, O’Leary Ventures Chairman
Interviewer: Bobbi Rebell, Financial Journalist 

Watch the full interview

Strategy Sessions

Enabling Entrepreneurs with Technology and Partnership 

Sponsored & Programmed by Comcast Business

It’s no secret that technology is a critical component of any successful business today. Small businesses often struggle to stay on top of what’s next with technology and find partnerships that drive impact. This session will help entrepreneurs overcome some of the challenges new technology poses and find solutions to propel their businesses forward by forging critical technology41 partnerships.  

Jenna Kurath, Comcast NBCU VP Startup Partnerships & Head of SportsTech
Marybeth Pearce, Comcast Business Executive Director, Enterprise Solutions
Moderator: Shibani Joshi, Financial Journalist 
Watch the full session

The Most Important Business Tool You Think You Don’t Need 

Sponsored & Programmed by Hiscox

In today’s economy, the last thing your business needs is more uncertainty. Properly insuring your business can protect you against the unexpected, and give you some peace of mind. Any business can be sued, or face a cyber attack. The costs of these risks can be devastating to a small business.  

This session will focus on how to assess your company’s insurance needs while addressing current and emerging risks, plus ways to protect against them. 

Kevin Kerridge, Hiscox USA CEO
Interviewer: Caroline Woods, Financial Journalist
Watch the full session

Some of the Retirement Plan Tax Credits You’ve Been Waiting for are Here

Sponsored & Programmed by Capital Group

With the Secure 2.0 Act recently passed, small businesses have more incentives to set up retirement plans. Many small businesses feel intimidated by offering plans despite the substantial savings provided by this legislation. With insights from a recent survey of small business owners conducted by Capital Group, this session will provide information on how small businesses can overcome perceived obstacles to setting up a retirement plan. 

Renee Grimm, Capital Group SVP of Retirement Plans
Interviewer: JJ Ramberg, Financial Journalist
Watch the full session

Entrepreneur Playbook: Fast Break into Footwear

Playing nearly a dozen seasons in the NBA requires extreme strength and durability, but at some point injuries become unavoidable. That is what led a 7-time NBA all-star to launch a new business aimed at helping athletes of all ages to avoid the same fate. He’ll share his game plan on how he turned his idea into action, and lessons from the hard court he’s now applying to entrepreneurship.  

Damian Lillard, NBA & Move Insoles Co-Founder
Interviewer: Dominic Chu, CNBC Senior Markets Correspondent

Watch the full interview

CNBC Small Business Playbook: The Big Pitch Powered by Today

Calling all entrepreneurs! Are you ready to take your small business to the next level? CNBC’s Small Business Playbook is teaming up with TODAY’s Steals & Deals franchise for an exciting announcement. Join us for all of the details.

Jill Martin Brooks, TODAY Lifestyle & Commerce Contributor
Interviewer: Tyler Mathisen, CNBC Co-Anchor “Power Lunch” & Vice President, Events Strategy

Watch the full interview
Submit your big pitch HERE!

The Exchange

Are you experiencing challenges running your small business? 
Now’s your chance to receive advice straight from the expert!
During this interactive forum, we’ll be answering your questions on how to best navigate the obstacles that are holding your business back, to help keep you on the path to success.     

Hannah Fernandez, SCORE Chicago Chair
Moderator: Sharon Epperson, CNBC Senior Personal Finance Correspondent

REGISTRATION

REGISTRATION IS NOW CLOSED. PLEASE EMAIL EVENTS@CNBC.COM TO CONNECT WITH OUR AUDIENCE TEAM.

 

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