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Time to Find Your BAIL Team

October 20, 2021 @ 9:00 am - 10:00 am


Got tons of questions, but not sure who to ask? Do you feel like you have to do everything yourself? Let us help BAIL you out. A BAIL team is an acronym that stands for a banker, accountant, insurance agent, and a legal team. Having a BAIL team behind you will make your business work for you instead of the other way around. We are going to have a BAIL panel discussion, join us to learn about the benefits of having a BAIL Team and how to find one that works for you. This month we are also joined by a Commercial Broker to answer all your lease/purchase/lease to purchase questions.

This panel discussion will be hosted by Rachel Flores, Business Advisor with the Nevada SBDC and our panel is comprised of Sarah Morris, Attorney and CEO of Morris Law Center, MJ Huffman, CPA, CFE and Stockholder of Tompkins & Peters CPAs, P.C, and Suzette Wheeler, Commercia Broker with Signature Real Estate Group.

 

Sarah A. Morris co-founded Morris Law Center with Brian Morris in 2015. Sarah regularly appears in both State and Federal Court in Nevada. Prior to founding Morris Law Center, Sarah gained a broad range of experience at several law firms. This experience includes working for a well-known national insurance defense firm, as well as a boutique California based firm focused on mortgage banking.

Mary Jennifer Huffman (MJ) has been part of the Tompkins & Peters team since 2007 and became the Tax Department Manager in 2013.  Admitted as a Stockholder in 2017, MJ uses her knowledge and experience in accounting and taxation to provide exceptional service in the areas of entity structure, QuickBooks system design and consulting, and tax compliance, planning and preparation for clients internationally and nationwide.

Suzette Wheeler is a commercial broker for Signature Real Estate Group. She has been advising business owners and investors in real estate lease and purchase strategies since 2004. Suzette actively invests in real estate in the Las Vegas valley. She earned her Master of Business Administration from UNLV and is a life long resident of Las Vegas.

Noe Gonzalez is Senior Business Advisor and Outreach Liaison for Prestamos CDFI. As a Senior Business Advisor, Noe provides with advice to small business owners and entrepreneurs in diverse areas such as operations, marketing, finance, basic accounting and logistics. Noe also provides with insight and guidance to small business owners that are in the process of obtaining a loan or certain types of grants and forgivable loans for their business. As a part of the Liaison Prestamos team, he works closely with both internal and external partners and organizations to provide with financial and operational educational support to the small business owners and entrepreneurs throughout the diverse communities on which Prestamos CDFI has presence.

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Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.

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Details

Date:
October 20, 2021
Time:
9:00 am - 10:00 am
Event Categories:
, ,
Registration website:
https://nsbdc.ecenterdirect.com/events/4553

Venue

ONLINE
STATEWIDE, NV United States

Organizer

Nevada SBDC
Phone:
(800) 240-7094
Email:
training@nevadasbdc.org
View Organizer Website