The Business Owner's Playbook - Lunch & Learn
** This is an in-person event - Space is limited - Please register to attend using the link below. **
You'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.
Hear from these industry experts as they share proven strategies across banking, SBA lending, tax, insurance, and valuation topics.
Our panelists will share expert insights designed to help you navigate and grow your business!
Covering topics that span the lifecycle of your business:
- Commercial Financing
- SBA Loans
- Tax & Accounting
- Insurance Complexities
- Employee Benefits
- Business Valuation
- Exit Planning
Experience a truly interactive panel discussion among professionals whose daily focus is the support of business owners like YOU!
Planned 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.
*** CLICK HERE TO REGISTER ***
PANELISTS:
Commercial Lending Regional Manager
Tri Counties Bank
Casey Hopkins
SBA 504 Loan Officer
Southland Economic Development Corporation
Fredric Berger
CEPA, CLU, ChFC, FALU, CA Lic #0B05081
Agents Insurance Services of America
Jacki Munchus
CPA, Senior Tax Manager
ATLAS CPAs & Advisors PC
Loni Woodley
CPA, ABV, CFF, Managing Partner
ATLAS CPAs & Advisors PC
Date and Time
Thursday May 21, 2026
11:30 AM - 2:00 PM PDT
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!
Fees/Admission
FREE !!!
Contact Information
Laura Corey, Marketing Manager
Send Email