Complete or refine your business plan, with an emphasis on understanding your market and developing financials. Each business plan component will be explained, along with information about additional resources that will be helpful in completing each section. A must for any entrepreneur, especially for those seeking funding or in the early stages of their business growth.
*Thanks to sponsorship from City of Longmont and LEGI (Longmont Economic Gardening Initiative) program, current and prospecitve CIty of Longmont businesses can attend at no cost!
Location: Boulder SBDC Longmont satellite office - 528 Main St. (inside Longmont Chamber Center)
Presenters: Diana Royce Smith , President, Royce Arbour, Inc. & Tron Welch, MBA, Financial Advisor, Welch Financial Planning, LLC
Tron Welch brings 15 years of financial management experience to Welch Financial Planning. He began his career with a BS in accounting from Indiana University and an MBA from Washington University. His expertise lies in taking complex scenarios and creating easy to follow financial plans.
Prior to founding Welch Financial, Tron's work experience includes financial advising at AIG and American Express, for both clients and company employees. He also worked for Amsted Industries, a private manufacturing company. His corporate career culminated as the Division Controller, overseeing sales of $120 million and 1,000 employees.
In 2007, Tron started Welch Financial Planning in his hometown of Boulder, Colorado. Tron takes pride in his ability to educate and collaborate with his clients in developing planning solutions. he is also dedicated to the community and plays an important role in various organizations:
Tri-Chair - District Parent Council, 2005 - Present
Member - PTA, Coal Creek, 2003 - Present
Member - Citizen's Bond Oversight Committee, 2006 - 2011
Board Chair - Parenting Place, 2003 - Present
Member - Boulder Area Human Resource Association, 2007 – Present
Diana Royce Smith consults on organizational trouble-shooting, problem-solving, and the things that keep executives up at night.
She's headed the management consulting firm, Royce Arbour, Inc., for 25 years. There, Diana leverages her career in business, government and private-non-profit management to enhance organizational performance by offering Hands-On Help for Management.
Diana has headed five volunteer Councils for the Boulder Chamber, where she was named Volunteer of the Year and a member of the Charter Class of Leadership Boulder. Her many civic and professional activities include 3 years as President of the Board of the Colorado Enterprise Fund, providing loans and technical assistance to non-bankable businesses.
As a member of the National Speakers Association, Diana is known as “The Corporate StoryTeller”. She speaks on pricing, networking, marketing, and on Futurist Leadership, based on extensive consultation in corporate strategic planning.
The Colorado Small Business Development Center Network is partially funded by the U.S. Small Business Administration (SBA.) The support given by the SBA through such funding does not constitute an expressed or implied endorsement of any of the co-sponsors' or participants' opinions, products or services. The Colorado SBDC is a partnership between the Colorado Office of Economic Development and International Trade, the SBA, Colorado's institutions of higher education and local development organizations.