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Book Sri to Speak
Sri speaking at Book Cellar Chicago

About Sri

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.


Speaking Topics
Lead With Your Strengths

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.

Building Strategy for Small Businesses

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.

Designing for the Small Business Owner

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.

Building Trust in B2B Sales

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

Past Speaking Platforms

Sri has shared insights across conferences, panels, and 25+ podcast appearances

Speaking event 1Speaking event 2Speaking event 3Speaking event 4
Speaking Engagements

• University of Michigan Center for Entrepreneurship

• Lend 360 Conference

• ABS West Summit

• The Book Cellar, Chicago - "Surviving COVID"

Featured Podcasts

• Happiness Squad with Ashish Kothari

• Unleashed with Will Bachman

• The Brian Nichols Show

• Management Blueprint

...and 20+ more

Speaking Formats Available

Keynote Addresses (30-60 min)

Interactive Workshops (Half or Full-day)

Panel Discussions

Fireside Chats (30-45 min)

Virtual Webinars

Book Sri for Your Event

For booking inquiries, speaking fees, or to discuss customizing a presentation for your event, please get in touch.

Contact Sri

Copyright 2025

Sri Kaza