
Sri Kaza is a business strategist, keynote speaker, and author of Unconvention: A Small Business Strategy Guide.
After earning degrees from the University of Michigan and Northwestern University, Sri spent nearly a decade as a Partner at McKinsey & Co., advising Fortune 500 companies on strategy, operations, and growth. Following executive roles at Viking Cruises and other large organizations, he made a pivotal shift—dedicating the past decade to directly supporting small businesses.
As CEO of ForwardLine Financial, Sri helped tens of thousands of small businesses access capital and achieve their goals. Through this work, Sri developed the Underdog Principles—a strategic framework that helps small businesses compete and thrive by embracing what makes them unique.
Why Your Size Is Your Advantage
For: Small business owners, entrepreneurs, franchisees
Every small business owner has felt the pressure to compete like the big guys. But the businesses that thrive do exactly the opposite. Learn how to identify and leverage the unique strengths that come from being small.
The Underdog Principles
For: Small business owners, business associations
Corporate strategy frameworks don't work for small businesses. This session introduces the Underdog Principles—a strategic framework developed specifically for small businesses based on Positioning, Proximity, and Purpose.
Unlock Their Core Differentiation
For: Product managers, SaaS companies, vendors serving SMBs
Most products designed for small businesses fail because they're built like scaled-down enterprise solutions. Learn what product companies must understand about small business customers to create truly valuable solutions.
How to Sell to Small Business Owners
For: Sales teams, BDRs, account executives
Selling to small business owners requires a completely different approach than enterprise sales. Learn what they actually care about, how they make decisions, and what makes them trust a vendor enough to buy.
All topics can be customized to your audience and event goals
Sri has shared insights across conferences, panels, and 25+ podcast appearances




• University of Michigan Center for Entrepreneurship
• Lend 360 Conference
• ABS West Summit
• The Book Cellar, Chicago - "Surviving COVID"
• Happiness Squad with Ashish Kothari
• Unleashed with Will Bachman
• The Brian Nichols Show
• Management Blueprint
...and 20+ more
Keynote Addresses (30-60 min)
Interactive Workshops (Half or Full-day)
Panel Discussions
Fireside Chats (30-45 min)
Virtual Webinars
For booking inquiries, speaking fees, or to discuss customizing a presentation for your event, please get in touch.
Contact SriCopyright 2025
Sri Kaza