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The Business Owner's Playbook


** This is an in-person event - Space is limited - Please register to attend using the link below. **
 



Join 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!

If 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!

H
ear highlights from this group's first incredible presentation, and learn more as they expand on previous discussion points and address new topics.

Subject 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:

  • Entity Selection
  • Commercial Financing
  • SBA Loans
  • Tax & Accounting
  • Insurance Complexities
  • Employee Benefits
  • Business Valuation
  • and More!


Planned 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!

Please RSVP to reserve your spot no later than Monday, September 14.

*** CLICK HERE TO REGISTER ***


PANELISTS:

Nathan Morgan
Commercial Lending Regional Manager
Tri Counties Bank
& Member of the SDBC Board of Directors


Jacki Munchus
CPA, Senior Tax Manager
ATLAS CPAs & Advisors PC


Casey Hopkins
SBA 504 Loan Officer
Southland Economic Development Corporation


Fredric Berger
CEPA, CLU, ChFC, FALU, CA Lic #0B05081
Agents Insurance Services of America


Loni Woodley
CPA, ABV, CFF, Managing Partner
ATLAS CPAs & Advisors PC

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TODO
Date and Time

Thursday Sep 17, 2026
9:00 AM - 11:00 AM PDT

Location

San Diego Business Chamber: Conference Room
10875 Rancho Bernardo Road, Suite 104
San Diego, CA  92127

10875 Rancho Bernardo Road San Diego CA 92127

Fees/Admission

FREE !!!

Website

https://events.teams.microsoft.com/event/6df404d3-0566-4c36-a9fa-b5a9d1105653@72ff1266-d3ba-4fe4-ba8e-86fbbfd8a924?source=copyLinkLegacyShareEventDialog

Contact Information

Laura Corey, ATLAS Marketing Manager
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