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Business plan circuit

Whether you're just starting out or growing an established business, your success and profitability hinges on knowing your market, understanding your customer, then staying organized and on-track – all primary elements of a business plan. The Business Plan Circuit will help you understand the essential elements of a business plan and how to use one effectively to grow your business.

Brought to you by Wells Fargo & Co.


Featured Speakers

Ashli-White.jpg

Ashli White
Business Acquisition Manager,
Wells Fargo

Tracey-Prieto.jpg

Tracey Prieto
Business Development Officer,
Wells Fargo

Val-Jones.jpg

Val Jones
Small Business Leader
Texas Region
Wells Fargo

 

Learn

Tuesday, March 12

Click on the session name below for more details

Start

End

 

Name

Location

2:30 PM

-

3:00 PM

 

Business Plan Basics

Kingwood B

3:10 PM

-

3:40 PM

 

Business Planning for Established Businesses

Kingwood B

3:50 PM

-

4:20 PM

 

Business Plan Basics

Kingwood B

4:30 PM

-

5:00 PM

 

Business Planning for Established Businesses

Kingwood B

×

Business Plan Basics

Circuit: Business Plan.

Time: Tue. Mar. 12, 2:30 PM - 3:00 PM

Location: Kingwood B

Description: Your business plan is more than just a document - it's an investment in the future success of your business. Learn the must-have components and how to craft the perfect business plan for your company.

Speakers:


Ashli White
Business Acquisition Manager, Wells Fargo

Tracey Prieto
Business Development Officer, Wells Fargo

Val Jones
Wells Fargo
×

Business Planning for Established Businesses

Circuit: Business Plan

Time: Tue. Mar. 12, 3:10 PM - 3:40 PM

Location: Kingwood B

Description: Business plans aren't just for start-ups. They also serve as roadmap for growth and a critical document when seeking funding or exploring partnerships and acquisitions. Learn how to refine your business plan for continued growth.

Speakers:


Ashli White
Business Acquisition Manager, Wells Fargo

Tracey Prieto
Business Development Officer, Wells Fargo

Val Jones
Wells Fargo
×

Business Plan Basics

Circuit: Business Plan

Time: Tue. Mar. 12, 3:50 PM - 4:20 PM

Location: Kingwood B

Description: Your business plan is more than just a document - it's an investment in the future success of your business. Learn the must-have components and how to craft the perfect business plan for your company.

Speakers:


Ashli White
Business Acquisition Manager, Wells Fargo

Tracey Prieto
Business Development Officer, Wells Fargo

Val Jones
Wells Fargo
×

Business Planning for Established Businesses

Circuit: Business Plan

Time: Tue. Mar. 12, 4:30 PM - 5:00 PM

Location: Kingwood B

Description: Business plans aren't just for start-ups. They also serve as a roadmap for growth and a critical document when seeking funding or exploring partnerships and acquisitions. Learn how to refine your business plan for continued growth.

Speakers:


Ashli White
Business Acquisition Manager, Wells Fargo

Tracey Prieto
Business Development Officer, Wells Fargo

Val Jones
Wells Fargo

Wednesday, march 13

9:00 AM

-

9:30 AM

 

Business Plan Basics

Kingwood B

9:40 AM

-

10:10 AM

 

Business Planning for Established Businesses

Kingwood B

11:00 AM

-

11:30 AM

 

My Business Plan is Done. Now What?

Kingwood B

3:00 PM

-

3:30 PM

 

My Business Plan is Done. Now What?

Kingwood B

4:20 PM

-

4:50 PM

 

My Business Plan is Done. Now What?

Kingwood B

×

Business Plan Basics

Circuit: Business Plan

Time: Wed. Mar. 13, 9:00 AM - 9:30 AM

Location: Kingwood B

Description: Your business plan is more than just a document - it's an investment in the future success of your business. Learn the must-have components and how to craft the perfect business plan for your company.

Speakers:


Ashli White
Business Acquisition Manager, Wells Fargo

Tracey Prieto
Business Development Officer, Wells Fargo

Val Jones
Wells Fargo
×

Business Planning for Established Businesses

Circuit: Business Plan

Time: Wed. Mar. 13, 9:40 AM - 10:10 AM

Location: Kingwood B

Description: Business plans aren't just for start-ups. They also serve as roadmap for growth and a critical document when seeking funding or exploring partnerships and acquisitions. Learn how to refine your business plan for continued growth.

Speakers:


Ashli White
Business Acquisition Manager, Wells Fargo

Tracey Prieto
Business Development Officer, Wells Fargo

Val Jones
Wells Fargo
×

My Business Plan is Done. Now What?

Circuit: Business Plan

Time: Wed. Mar. 13, 11:00 AM - 11:30 AM

Location: Kingwood B

Description: You spent a lot of time and energy creating your business plan. Now learn how to get the most out of it, from attracting investors to benchmarking your own growth.

Speakers:


Ashli White
Business Acquisition Manager, Wells Fargo

Tracey Prieto
Business Development Officer, Wells Fargo

Val Jones
Wells Fargo
×

My Business Plan is Done. Now What?

Circuit: Business Plan

Time: Wed. Mar. 13, 3:00 PM - 3:30 PM

Location: Kingwood B

Description: You spent a lot of time and energy creating your business plan. Now learn how to get the most out of it, from attracting investors to benchmarking your own growth.

Speakers:


Ashli White
Business Acquisition Manager, Wells Fargo

Tracey Prieto
Business Development Officer, Wells Fargo

Val Jones
Wells Fargo
×

My Business Plan is Done. Now What?

Circuit: Business Plan

Time: Wed. Mar. 13, 4:20 PM - 4:50 PM

Location: Kingwood B

Description: You spent a lot of time and energy creating your business plan. Now learn how to get the most out of it, from attracting investors to benchmarking your own growth.

Speakers:


Ashli White
Business Acquisition Manager, Wells Fargo

Tracey Prieto
Business Development Officer, Wells Fargo

Val Jones
Wells Fargo

Coach

Business Plan Coaching with Wells Fargo

Whether you have a business plan or not, bring your questions to the Wells Fargo business planning experts and meet during 1:1 coaching sessions. Haven’t started a plan? No problem, the Wells Fargo coaches are here to help you get started.

Stop in anytime during open hours.

Tuesday, March 12

Start

End

 

Name

Location

2:30 PM

-

5:00 PM

 

Business Plan Coaching with Wells Fargo

Kingwood A

×

Business Plan Coaching with Wells Fargo

Circuit: Business Plan - Coach.

Time: Tue. Mar. 12, 2:30 PM - 5:00 PM

Location: Kingwood A

Description: Whether you have a business plan or not, bring your questions to the Wells Fargo business planning experts and meet during 1:1 coaching sessions. Haven’t started a plan? No problem, the Wells Fargo coaches are here to help you get started.

Wednesday, march 13

9:00 AM

-

12:30 PM

 

Business Plan Coaching with Wells Fargo

Kingwood A

3:00 PM

-

4:30 PM

 

Business Plan Coaching with Wells Fargo

Kingwood A

×

Business Plan Coaching with Wells Fargo

Circuit: Business Plan - Coach.

Time: Wed. Mar. 13, 9:00 AM - 12:30 PM

Location: Kingwood A

Description: Whether you have a business plan or not, bring your questions to the Wells Fargo business planning experts and meet during 1:1 coaching sessions. Haven’t started a plan? No problem, the Wells Fargo coaches are here to help you get started.

×

Business Plan Coaching with Wells Fargo

Circuit: Business Plan - Coach.

Time: Wed. Mar. 13, 3:00 PM - 4:30 PM

Location: Kingwood A

Description: Whether you have a business plan or not, bring your questions to the Wells Fargo business planning experts and meet during 1:1 coaching sessions. Haven’t started a plan? No problem, the Wells Fargo coaches are here to help you get started.


Do

Ready to get to work? Pop into the Business Plan Coach & Do room to sign up for a complimentary business plan tool account. Then bring your draft or your questions to the Wells Fargo coaches.

Stop in anytime during open hours.

Tuesday, March 12

Start

End

 

Name

Location

2:30 PM

-

5:00 PM

 

Wells Fargo Business Plan Tool

Kingwood A

×

Wells Fargo Business Plan Tool

Circuit: Business Plan - Do.

Time: Tue. Mar. 12, 2:30 PM - 5:00 PM

Location: Kingwood A

Description: Ready to get to work? Pop into the Business Plan Coach & Do room to sign up for a complimentary business plan tool account. Then bring your draft or your questions to the Wells Fargo coaches.

Wednesday, march 13

9:00 AM

-

12:30 PM

 

Wells Fargo Business Plan Tool

Kingwood A

3:00 PM

-

5:00 PM

 

Wells Fargo Business Plan Tool

Kingwood A

×

Wells Fargo Business Plan Tool

Circuit: Business Plan - Do.

Time: Wed. Mar. 13, 9:00 AM - 12:30 PM

Location: Kingwood A

Description: Ready to get to work? Pop into the Business Plan Coach & Do room to sign up for a complimentary business plan tool account. Then bring your draft or your questions to the Wells Fargo coaches.

×

Wells Fargo Business Plan Tool

Circuit: Business Plan - Do.

Time: Wed. Mar. 13, 3:00 PM - 5:00 PM

Location: Kingwood A

Description: Ready to get to work? Pop into the Business Plan Coach & Do room to sign up for a complimentary business plan tool account. Then bring your draft or your questions to the Wells Fargo coaches.