Taking Care of Business
Date and Time
Wednesday Mar 4, 2015
11:30 AM - 1:00 PM EST
11:30 a.m.-1 p.m., Wednesday, March 4
Location
Homewood Suites by Hilton
3600 Mt. Moriah Rd
Durham, NC 27707 (I-40 & 15/501)
Fees/Admission
TCB is free to attend and includes lunch, but registration is required. To register, click on the "Register Now" button to the top left.
Contact Information
Chela Tu (919) 357-9990
Send Email
Description
Business Plan: The Roadmap to Success
Join us at Homewood Suites for refreshments and hear speaker David Magee take you through the business plan process and answer the following questions:
- Who needs a business plan and when?
- Why should I create a business plan and what do I expect from it?
- How to do I write a good business plan?
Prior to relocating to North Carolina where he is a full-time writer and business advisor, David co-founded Contango Capital Advisors, a $1.4 billion registered investment advisor headquartered in San Francisco.
Before Contango, he was the founder and CEO of Panoptic Solutions, a developer of online educational content for financial professionals. In 2004, David successfully sold Panoptic to a $7 billion market cap commercial bank.
David is a former Executive Director for Swiss Bank in San Francisco where he was Head of Private Banking; national marketing director for the bank's emerging wealth strategy; and a member of the U.S. Market Management Committee.
As a writer, David's work on topics ranging from finance to sports to politics to humor has appeared in the Huffington Post, Denver Post, Baltimore Sun, Austin Statesman, News & Observer, Salt Lake Tribune, and The Triangle Business Journal among others.
David earned his undergraduate degree in international affairs from George Washington University, a master's in international journalism from Baylor University, and a juris doctor from Tulane Law School. He speaks three languages, is a former U.S. delegate to the United Nations Graduate Conference in Geneva, Switzerland, and is an honor graduate of the U.S.M.C. Officer Candidate School.
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