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BEGIN:VEVENT
DTSTART:20260917T160000Z
DTEND:20260917T180000Z
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SUMMARY:The Business Owner's Playbook
DESCRIPTION:** This is an in-person event - Space is limited - Please register to attend using the link below. **\n\n \n\n\n\n\nJoin seasoned professionals from ATLAS CPAs & Advisors PC\, Tri Counties Bank (Member FDIC)\, Southland EDC\, and Agents Insurance Services of America\, as they share expert insights designed to help you navigate and grow your business!\n\n\n\nIf you missed The Business Owner's Playbook  in May - now is your chance to experience a truly interactive panel discussion among professionals whose daily focus is the care and support of business owners like YOU!\n\n\n\nHear highlights from this group's first incredible presentation\, and learn more as they expand on previous discussion points and address new topics.\n\n\n\nSubject matter will span the lifecycle of your business\, while leaving room for audience participation\, and creating a safe space for business owners to ask questions:\n\n\n	Entity Selection\n	Commercial Financing\n	SBA Loans\n	Tax & Accounting\n	Insurance Complexities\n	Employee Benefits\n	Business Valuation\n	and More!\n\n\n\n\nPlanned with time for networking and Q&A\, this event is sure to help you connect with peers\, exchange perspectives\, and build valuable relationships in the San Diego Business Community!\n\n\n\nPlease RSVP to reserve your spot no later than Monday\, September 14.\n\n\n\n*** CLICK HERE TO REGISTER ***\n\n\n\n\n\nPANELISTS:\nNathan Morgan\n\nCommercial Lending Regional Manager\n\nTri Counties Bank\n\n& Member of the SDBC Board of Directors\n\n\n\nJacki Munchus\n\nCPA\, Senior Tax Manager\n\nATLAS CPAs & Advisors PC\n\n\n\nCasey Hopkins\n\nSBA 504 Loan Officer\n\nSouthland Economic Development Corporation\n\n\n\nFredric Berger\n\nCEPA\, CLU\, ChFC\, FALU\, CA Lic #0B05081\n\nAgents Insurance Services of America\n\n\n\nLoni Woodley\n\nCPA\, ABV\, CFF\, Managing Partner\n\nATLAS CPAs & Advisors PC
X-ALT-DESC;FMTTYPE=text/html:<p><br />\n<span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)"><strong><span style="background-color:rgb(255\, 255\, 224)">** This is an in-person event - <u>Space is limited</u> - Please register to attend <u>using the link below</u>. **</span></strong></span></span><br />\n&nbsp\;</p>\n\n<hr />\n<p><br />\n<strong><span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)">Join seasoned professionals from </span></span><span style="color:rgb(0\, 0\, 0)\; font-size:14px">ATLAS CPAs &amp\; Advisors PC\,&nbsp\;</span><span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)">Tri Counties Bank (Member FDIC)\, Southland EDC\, and Agents Insurance Services of America\, as they share expert insights designed to help you navigate and grow your business!</span></span></strong><br />\n<br />\n<span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)">If you missed&nbsp\;<em>The&nbsp\;</em><em>Business Owner&#39\;s Playbook </em>&nbsp\;in May - now is your chance to&nbsp\;</span></span><span style="color:rgb(0\, 0\, 0)\; font-size:14px">experience a truly interactive panel discussion among professionals whose daily focus is the care and support of business owners like YOU!<br />\n<br />\nH</span><span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)">ear highlights from this group&#39\;s first incredible presentation\, and learn more as they expand on previous discussion points and address new topics.<br />\n<br />\nSubject matter will span the lifecycle of your business\, while leaving room for audience participation\, and creating a safe space for business owners to ask questions:</span></span></p>\n\n<ul>\n	<li><span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)">Entity Selection</span></span></li>\n	<li><span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)">Commercial Financing</span></span></li>\n	<li><span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)">SBA Loans</span></span></li>\n	<li><span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)">Tax &amp\; Accounting</span></span></li>\n	<li><span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)">Insurance Complexities</span></span></li>\n	<li><span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)">Employee Benefits</span></span></li>\n	<li><span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)">Business Valuation</span></span></li>\n	<li><em><span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)">and More!</span></span></em></li>\n</ul>\n\n<p><br />\n<span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)">Planned with time for networking and Q&amp\;A\, this event is sure to help you connect with peers\, exchange perspectives\, and build valuable relationships in the San Diego Business Community!</span><br />\n<br />\n<strong><span style="background-color:rgb(255\, 255\, 224)">Please RSVP to reserve your spot no later than Monday\, September 14.</span></strong><br />\n<br />\n<span style="font-size:28px"><a href="https://events.teams.microsoft.com/event/6df404d3-0566-4c36-a9fa-b5a9d1105653@72ff1266-d3ba-4fe4-ba8e-86fbbfd8a924?source=copyLinkLegacyShareEventDialog"><strong>*** CLICK HERE TO REGISTER ***</strong></a></span><br />\n<br />\n<br />\n<span style="color:rgb(0\, 0\, 0)"><strong><u>PANELISTS:</u></strong></span></span></p>\n<span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)"><strong>Nathan Morgan</strong><br />\n<em>Commercial Lending Regional Manager</em><br />\nTri Counties Bank<br />\n&amp\; Member of the SDBC Board of Directors</span></span><br />\n<br />\n<span style="color:rgb(0\, 0\, 0)\; font-size:14px"><strong>Jacki Munchus</strong><br />\n<em>CPA\, Senior Tax Manager</em><br />\nATLAS CPAs &amp\; Advisors PC</span><br />\n<br />\n<span style="font-size:14px"><span style="color:rgb(0\, 0\, 0)"><strong>Casey Hopkins</strong><br />\n<em>SBA 504 Loan Officer</em><br />\nSouthland Economic Development Corporation</span><br />\n<br />\n<span style="color:rgb(0\, 0\, 0)"><strong>Fredric Berger</strong><br />\n<em>CEPA\, CLU\, ChFC\, FALU\, CA Lic #0B05081</em><br />\nAgents Insurance Services of America</span></span><br />\n<br />\n<span style="color:rgb(0\, 0\, 0)\; font-size:14px"><strong>Loni Woodley</strong><br />\n<em>CPA\, ABV\, CFF\, Managing Partner</em><br />\nATLAS CPAs &amp\; Advisors PC</span>
LOCATION:San Diego Business Chamber: Conference Room 10875 Rancho Bernardo Road\, Suite 104 San Diego\, CA 92127
UID:e.784.36479
SEQUENCE:3
DTSTAMP:20260825T093344Z
URL:https://chamber.sdbusinesschamber.com/events/details/the-business-owner-s-playbook-09-17-2026-36479
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