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DTSTART:20260521T183000Z
DTEND:20260521T210000Z
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SUMMARY:The Business Owner's Playbook - Lunch & Learn
DESCRIPTION:** This is an in-person event - Space is limited - Please register to attend using the link below. **\n\n \n\n\n\n\nYou're invited to a Lunch & Learn with seasoned professionals from Tri Counties Bank (Member FDIC)\, Southland EDC\, Agents Insurance Services of America\, and ATLAS CPAs & Advisors PC.\n\n\n\nHear from these industry experts as they share proven strategies across banking\, SBA lending\, tax\, insurance\, and valuation topics.\n\n\n\nOur panelists will share expert insights designed to help you navigate and grow your business!\n\n\n\nCovering topics that span the lifecycle of your business:\n\n\n	Commercial Financing\n	SBA Loans\n	Tax & Accounting\n	Insurance Complexities\n	Employee Benefits\n	Business Valuation\n	Exit Planning\n\n\n\n\nExperience a truly interactive panel discussion among professionals whose daily focus is the support of business owners like YOU!\n\n\n\nPlanned with time for networking and Q&A before lunch and after the panel discussion\, this Lunch & Learn is sure to help you connect with peers\, exchange perspectives\, and build valuable relationships.\n\n\n\nPlease RSVP to reserve your spot no later than Thursday\, May 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\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\nJacki Munchus\n\nCPA\, Senior Tax Manager\n\nATLAS CPAs & Advisors PC\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:#000000"><strong><span style="background-color:#FFFFE0">** This is an in-person event -&nbsp\;Space is limited - Please register to attend using the link below. **</span></strong></span></span><br />\n&nbsp\;</p>\n\n<hr />\n<p><br />\n<span style="font-size:14px"><span style="color:#000000">You&#39\;re invited to a <strong>Lunch &amp\; Learn</strong> with seasoned professionals from Tri Counties Bank (Member FDIC)\, Southland EDC\, Agents Insurance Services of America\, and ATLAS CPAs &amp\; Advisors PC.<br />\n<br />\nHear from these industry experts as they share proven strategies across banking\, SBA lending\, tax\, insurance\, and valuation topics.<br />\n<br />\n<strong>Our panelists will share expert insights designed to help you navigate and grow your business!</strong><br />\n<br />\nCovering topics that span the lifecycle of your business:</span></span></p>\n\n<ul>\n	<li><span style="font-size:14px"><span style="color:#000000">Commercial Financing</span></span></li>\n	<li><span style="font-size:14px"><span style="color:#000000">SBA Loans</span></span></li>\n	<li><span style="font-size:14px"><span style="color:#000000">Tax &amp\; Accounting</span></span></li>\n	<li><span style="font-size:14px"><span style="color:#000000">Insurance Complexities</span></span></li>\n	<li><span style="font-size:14px"><span style="color:#000000">Employee Benefits</span></span></li>\n	<li><span style="font-size:14px"><span style="color:#000000">Business Valuation</span></span></li>\n	<li><span style="font-size:14px"><span style="color:#000000">Exit Planning</span></span></li>\n</ul>\n\n<p><br />\n<span style="font-size:14px"><span style="color:#000000">Experience a truly interactive panel discussion among professionals whose daily focus is the support of business owners like YOU!<br />\n<br />\nPlanned with time for networking and Q&amp\;A before lunch and after the panel discussion\, this Lunch &amp\; Learn is sure to help you connect with peers\, exchange perspectives\, and build valuable relationships.</span><br />\n<br />\n<strong><span style="background-color:#FFFFE0">Please RSVP to reserve your spot no later than Thursday\, May 14.</span></strong><br />\n<br />\n<span style="font-size:24px"><strong><a href="https://events.teams.microsoft.com/event/5a262bb8-45cb-4d03-b553-ba4a292350bf@72ff1266-d3ba-4fe4-ba8e-86fbbfd8a924">*** CLICK HERE TO REGISTER ***</a></strong></span><br />\n<br />\n<br />\n<span style="color:#000000"><strong><u>PANELISTS:</u></strong></span></span></p>\n<span style="font-size:14px"><span style="color:#000000"><strong>Nathan Morgan</strong><br />\n<em>Commercial Lending Regional Manager</em><br />\nTri Counties Bank</span><br />\n<br />\n<span style="color:#000000"><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:#000000"><strong>Fredric Berger</strong><br />\n<em>CEPA\, CLU\, ChFC\, FALU\, CA Lic #0B05081</em><br />\nAgents Insurance Services of America</span><br />\n<br />\n<span style="color:#000000"><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="color:#000000"><strong>Loni Woodley</strong><br />\n<em>CPA\, ABV\, CFF\, Managing Partner</em><br />\nATLAS CPAs &amp\; Advisors PC</span></span>\n\n<p><br />\n&nbsp\;</p>\n
LOCATION:The Centre at Escondido Sunset Heights Ballroom 1205 Auto Park Way Escondido\, CA 92029 Free on-site parking. Click HERE to find The Centre on Google Maps!
UID:e.784.35741
SEQUENCE:3
DTSTAMP:20260520T211931Z
URL:https://chamber.sdbusinesschamber.com/events/details/the-business-owner-s-playbook-lunch-learn-35741
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