Avanzar - Starting August 2020
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A year-long accelerator program designed to help small scalable Hispanic Business Enterprises (HBEs) Avanzar (or advance) and take their business to the next level.
Participant Criteria
Participant Criteria
- Hispanic businesses between $100K - $ 1 MM in revenue
- Must be an established business with at least 3 years of operations
- Must have a business that in the long term is scalable into an enterprise
- Be in good membership standing with the local chamber of commerce
Wells Fargo Works for Small Businesses
Resources and Guidance to help your business take the next step
Get familiar with the resources and tools we use in this program:
Classes will be the second Tuesday of each month from 3:00pm - 5:00pm
Session 1: Leadership in Your Business
August 11, 2020 - Expert: Pepper Tenorio
OBJECTIVE: Understanding healthy leadership. Identifying your personal leadership style. Understand how leaders define culture. Identifying matrix of high performing teams.
August 11, 2020 - Expert: Pepper Tenorio
OBJECTIVE: Understanding healthy leadership. Identifying your personal leadership style. Understand how leaders define culture. Identifying matrix of high performing teams.
Session 2: Getting Your Team in Place: Standard Operating Procedures (SOPs) and Hiring/Retaining the Right People
September 8, 2020 - Expert: Pepper Tenorio
OBJECTIVE: This session will help you get your team ready for growth. Your growth plan should incorporate ongoing reviews of the business plan, appropriate delegation of authority, initiating appropriate employee incentives and on-boarding procedures, creation of training tools and manuals, deployment of efficient communications tools and ongoing input from an external advisory board.
September 8, 2020 - Expert: Pepper Tenorio
OBJECTIVE: This session will help you get your team ready for growth. Your growth plan should incorporate ongoing reviews of the business plan, appropriate delegation of authority, initiating appropriate employee incentives and on-boarding procedures, creation of training tools and manuals, deployment of efficient communications tools and ongoing input from an external advisory board.
Session 3: Marketing
October 13, 2020 - Expert: Laurene Rodriguez
OBJECTIVE: To cover branding, services, promotions, products, pricing, prints, blogs, advertising, research and social media. With all the marketing options out there, it can be difficult for small businesses to know what to do. Identifying appropriate outlets, navigating and managing time/effort to push your brand across a variety of platforms will be addressed.
October 13, 2020 - Expert: Laurene Rodriguez
OBJECTIVE: To cover branding, services, promotions, products, pricing, prints, blogs, advertising, research and social media. With all the marketing options out there, it can be difficult for small businesses to know what to do. Identifying appropriate outlets, navigating and managing time/effort to push your brand across a variety of platforms will be addressed.
Session 4: Advanced E-Commerce
November 10, 2020 - Expert: Laurene Rodriguez
OBJECTIVE: This session will deal with an overview of the knowledge required to create a successful online website including site design and search engine optimization (SEO).
November 10, 2020 - Expert: Laurene Rodriguez
OBJECTIVE: This session will deal with an overview of the knowledge required to create a successful online website including site design and search engine optimization (SEO).
Session 5: Customer Feedback & Business Communications
December 8, 2020 - Expert: Trish Abbin
OBJECTIVE: In this session we cover the important impact of good negotiating and communications skills in growing your business. We will also explore ways to build up skill in negotiating. It’s all in the ask.
December 8, 2020 - Expert: Trish Abbin
OBJECTIVE: In this session we cover the important impact of good negotiating and communications skills in growing your business. We will also explore ways to build up skill in negotiating. It’s all in the ask.
Session 6: Getting Financial Controls in Place
January 19, 2021 - Expert: Trish Abbin
OBJECTIVE: Growing your business will require establishing a solid foundation of internal controls including accounting, auditing, purchasing and damage control planning. This session will give you an overview of what you need to prepare for.
January 19, 2021 - Expert: Trish Abbin
OBJECTIVE: Growing your business will require establishing a solid foundation of internal controls including accounting, auditing, purchasing and damage control planning. This session will give you an overview of what you need to prepare for.
Session 7: Accessing Capital & Capital Allocation, presented with Wells Fargo
February 9, 2021 - Expert: Joe Trimble
OBJECTIVE: This session will deal with an overview of financial lending institutions and options available to the small business owner, specific to the Albuquerque metro area. To include Wells Fargo as well as alternative/micro-lenders that Wells Fargo works with, including Acción NM, NM Community Loan Fund and WESST. Criteria and eligibility for loan-readiness will be discussed. In addition, capital allocation will be presented: this session will teach you how to financially analyze various acquisition opportunities, which to pursue, and which to shun.
February 9, 2021 - Expert: Joe Trimble
OBJECTIVE: This session will deal with an overview of financial lending institutions and options available to the small business owner, specific to the Albuquerque metro area. To include Wells Fargo as well as alternative/micro-lenders that Wells Fargo works with, including Acción NM, NM Community Loan Fund and WESST. Criteria and eligibility for loan-readiness will be discussed. In addition, capital allocation will be presented: this session will teach you how to financially analyze various acquisition opportunities, which to pursue, and which to shun.
Session 8: Family Dynamics of Small Business Ownership & Considerations for Family Succession
March 9, 2021 - Expert: UNM Parker Center for Family Business
OBJECTIVE: Family succession planning is too often neglected because business owners underestimate its importance to the family and the business. This session will teach you the keys to effective succession planning.
March 9, 2021 - Expert: UNM Parker Center for Family Business
OBJECTIVE: Family succession planning is too often neglected because business owners underestimate its importance to the family and the business. This session will teach you the keys to effective succession planning.
Instructors
Pepper Espinoza-Tenorio
Pepper Espinoza-Tenorio
Sr. Consultant, GiAnt Worldwide 505-991-3478 pepper.tenorio@giantworldwide.com www.giantworldwide.com |
Pepper Espinoza-Tenorio is a Sr. Consultant with GiAnt Worldwide where she helps companies grow by developing their people and teams to build better leaders, increase team performance and create thriving organizations where everyone can bring their best. For 26 years Pepper has worked in, or served the construction industry. She has a heart for local and family owned businesses as well as companies that want to take their business to the next level. Pepper currently works with several industries where she can focus on internal infrastructure alignment and people to achieve healthy growth in both areas. Pepper is devoted to her family and in her time off loves to be outdoors and travel and has a passion for cooking. |
Trish Abbin
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Trish Abbin is the President and Founder of Fat Cat Enterprises Ltd, aka the Rockstar of Entrepreneurship. She has been working in the field of business consulting, mostly in the South Valley area, for almost 20 years and she is passionate about growing NM’s economy. She has a very diverse work history and educational history, so relationships come easily. Trish works with the business owner to come up with an effective solution, usually in an unorthodox manner, that works for the business.
Trish is very committed to building community and connecting. She speaks multiple languages, Spanish being the main one, and enjoys working with different cultures, people and business to learn more about their needs and offer assistance if needed. In her off time, she travels extensively, learns lots about international business and loves to cook. |
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Laurene Rodriguez
Laurene Rodriguez
Owner and Digital Media Specialist 505-930-1625 www.mariposams.com laurene@mariposams.com |
Hi! I'm Laurene Rodriguez. Born, raised, and educated in New Mexico, I love our great city and state. I'm a UNM graduate and a life-long student. After graduating with my EMBA and working in advertising for several years, I decided to start my own journey helping the small businesses in our city. I care deeply about the state of business at a local level. I desire to see local organizations and companies thrive, not just survive. I'm a girl for a passion with all things digital and my goal is to use this passion to help local businesses find their digital identities. From brand development to social media to digital advertising, my knowledge is ever increasing and I'm thrilled to share the future of digital marketing with the local business community of New Mexico. |
Joe Trimble
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Joe Trimble joined Wells Fargo in 2001 as a part-time teller. Since then he has held numerous positions at different locations within consumer banking, from Personal Banker to Manager of four Wells Fargo branches in downtown Albuquerque and Valencia County. Currently Trimble is the Business Market Segment Manager for Arizona, Nevada, New Mexico and Southern California. He is based in Albuquerque, where he is raising his 11-year-old daughter Brooklynn.
Trimble is active in the community and currently serves as the vice-president for the Albuquerque Public Schools Education Foundation. He is the secretary on the board for the NM M.E.S.A. program and also on the board of the Albuquerque Hispano Chamber of Commerce. These are all organizations he is very passionate about. Trimble shares that his role is to build a strategy around engaging business owners in the $0-$5MM revenue segment in Arizona, Nevada, New Mexico and Southern California communities by educating and developing talented small business bankers in the branches. He values the opportunity he is given each and every day to support business customers. |
Joe Trimble
Vice President, Desert Mountain & Small Business Leader, Wells Fargo Works wellsfargoworks.com Joseph.R.Trimble@wellsfargo.com |
UNM Parker Center for Family Business
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UNM Anderson Parker Center for Family Business (UNM PCFB) is a not-for-profit organization created to provide a forum that addresses critical challenges unique to family businesses, providing tools to help them succeed now and for generations to come.
Serving New Mexican Families and their Businesses through educational symposiums and interactive programs with professional advisors, business leaders and educators. |
Vanessa C. Kaczmarek
Shareholder, Modrall Sperling vanessa.kacxmarek@modrall.com 505.848.1800 |
Vanessa’s practice is focused on tax, estate planning, closely-held business matters, and non-profit law. Vanessa represents taxpayers in federal and state audits and appeals, presenting the client’s position to achieve a favorable outcome. Her expertise covers the full range of tax issues businesses face, including reporting requirements, tax treatment of fringe benefits, worker classification, and compliance with Section 409A. Vanessa also prepares voluntary disclosures for individuals with unreported foreign accounts. In her estate planning practice, Vanessa knows there is no one-size-fits-all estate plan. She listens closely and tailors each plan to meet her client’s needs—whether it’s a simple will or trust or a more complex strategy incorporating a special needs trust, irrevocable life insurance trust, or intentionally defective grantor trust. Vanessa also works with clients to probate estates or administer trusts after the death of a loved one, making the process less burdensome during a difficult time. Vanessa also provides a variety of services for closely-held companies and family businesses. In addition to preparing the basic formation and governing documents, she advises clients on which entity form they should choose and how to structure ownership and control to achieve their specific goals. Vanessa enjoys designing succession plans for closely-held companies and finds ways to address the needs of both the business and individual family members as ownership and control are transferred to the next generation. She also counsels clients on stock incentive plans featuring incentive stock options, nonstatutory stock options, and stock appreciation rights. For her nonprofit clients, Vanessa helps various charitable and educational organizations navigate the requirements of the Internal Revenue Code. When an organization is just getting started, she prepares formation documents and the application for tax-exemption. Vanessa advises on the appropriate tax- exempt classification and whether certain activities might jeopardize tax-exempt status or generate unrelated business taxable income. If an organization’s tax-exempt status has been revoked, Vanessa can help get the entity back into compliance and seek reinstatement. Vanessa currently serves as Chair of the firm’s Tax, Probate, and Small/Family Business Group. |
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Nadine Shea’s practice is focused on estate planning, probate administration, state and federal taxation and taxpayer advocacy, and business law. In her estate planning practice, Nadine listens to her clients’ wishes and concerns to gain an understanding of the family dynamics. After helping her clients identify their objectives and evaluate alternatives, she prepares wills, trusts, and powers of attorney tailored to meet her clients’ specific needs, address estate and gift tax issues, and account for future contingencies.
Nadine advises and represents clients in both formal and informal probate proceedings involving estates ranging from a single asset to those with significant wealth, interests in ongoing businesses, and assets located in multiple states. Nadine also assists individuals in preserving their rights as heirs or beneficiaries, and she works with family members seeking appointment as guardian and conservator of a loved one. In her business practice, Nadine assists clients with “choice of entity” decisions, the formation of business and nonprofit entities, asset acquisitions and sales, and other commercial transactions. |
Nadine E. Shea
Of Counsel, Modrall Sperling nadine.shea@modrall.com 505.848.1800 |
