Avanzar
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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
- Be in good membership standing with the local chamber of commerce
- Must be committed to completing the program
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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 third Tuesday of each month from 3:00pm - 5:00pm
Session 1: Leadership in Your Business
September 20, 2021 - Expert: JP Espinoza
OBJECTIVE: Understanding healthy leadership. Identifying your personal leadership style. Understand how leaders define culture. Identifying matrix of high performing teams.
September 20, 2021 - Expert: JP Espinoza
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
October 19, 2021 - Expert: David Chavez
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.
October 19, 2021 - Expert: David Chavez
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: Supplier Diversity
November 16, 2021 - Expert: Karen Box - SMSDC
OBJECTIVE: A Minority Business Enterprise (MBE) is the cornerstone of any organization's success. MBE's help companies in many ways by sourcing products and services while maintaining profits, growing customer base, improving the economy, and encouraging innovation. In this session, you will learn about the opportunities available to Minority Business Enterprises (MBE), how you can become a certified MBE, and the benefits of becoming a qualified MBE. Including the process of sourcing supplies from minority-owned, women-owned, veteran-owned, LGBT-owned, service-disabled veteran-owned, historically underutilized businesses, and SBA-defined small business vendors.
November 16, 2021 - Expert: Karen Box - SMSDC
OBJECTIVE: A Minority Business Enterprise (MBE) is the cornerstone of any organization's success. MBE's help companies in many ways by sourcing products and services while maintaining profits, growing customer base, improving the economy, and encouraging innovation. In this session, you will learn about the opportunities available to Minority Business Enterprises (MBE), how you can become a certified MBE, and the benefits of becoming a qualified MBE. Including the process of sourcing supplies from minority-owned, women-owned, veteran-owned, LGBT-owned, service-disabled veteran-owned, historically underutilized businesses, and SBA-defined small business vendors.
Session 4: Accessing Capital & Capital Allocation, presented with Wells Fargo
January 18, 2022 - 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.
January 18, 2022 - 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 5: Getting Financial Controls in Place
February 15, 2022 - 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.
February 15, 2022 - 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 6: Customer Feedback & Business Communications
March 15, 2022 - Expert: David Chavez
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.
March 15, 2022 - Expert: David Chavez
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 7: International Trade
April 19, 2022 - Expert: Celeste Nuñez - New Mexico Trade Alliance
OBJECTIVE: This session will introduce opportunities in international trade with an overview of trade agreements, regulations, certificates, and available resources. Participants will assess if trade could open new markets for their product or service.
April 19, 2022 - Expert: Celeste Nuñez - New Mexico Trade Alliance
OBJECTIVE: This session will introduce opportunities in international trade with an overview of trade agreements, regulations, certificates, and available resources. Participants will assess if trade could open new markets for their product or service.
Session 8: Marketing
TBD - Expert: TBA
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. This session will bring an overview of the knowledge required to create a successful online website including site design and search engine optimization (SEO).
TBD - Expert: TBA
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. This session will bring an overview of the knowledge required to create a successful online website including site design and search engine optimization (SEO).
Meet the Instructors
JP Espinoza
JP Espinoza
Managing Partner, New York Life - New Mexico newmexico.nyloffices.com jpespinoza@ft.newyorklife.com |
JP Espinoza has enjoyed a distinguished career in business and sales management. Currently, he’s the Managing Partner of New York Life – New Mexico, an industry leader, and Fortune 100 Company.
As Managing Partner of New York Life – New Mexico, JP drives the organization’s strategic growth, partnership development and oversees its talented and passionate group of agents and advisors. Since 2015, when he arrived in New Mexico, he’s been active and engaged with various business and charitable organizations throughout the state. JP is the 2021 Chairman of the Board for the Albuquerque Hispano Chamber of Commerce (AHCC). The AHCC is the leading Hispanic chamber in the country and the largest chamber in New Mexico. AHCC’s mission is to empower individuals through economic growth and development resulting in wealth creation for our community. As a leader and voice for economic and personal empowerment, JP believes in a Go-Giver approach that focuses on impactful contributions that make a difference in the lives of others. Firmly committed to service, JP serves the following organizations:
Beyond JP’s professional work, he is a dedicated husband to Ruthie, his high school sweetheart, and a loving father to their two daughters. |
David Chavez
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David Chavez owns Assured Strategy. He successfully coaches CEOs and executives in developing strategy, execution, cash, leadership and team building. He focuses on guiding leaders through change to find their freedom. He has been a Certified Scaling Up Coach for 12 years, helping over 200 companies Scale Up. He focuses on creating alignment in the company by helping CEOs and executives manage the change process using the tools of the Scaling Up and 3HAG Systems.
A military veteran who served four years with the U.S. Army, David earned his bachelor’s degree from the University of Nevada, Las Vegas and went on to work with Arthur Andersen for five years after college. During his time at Arthur Andersen, he became a CPA and had the opportunity to take FIVE companies public, expanding Gaming (Casinos) throughout the world prior to starting his own CPA firm in 1996. David owned his firm until 2007 and had offices in Las Vegas and San Diego. After Scaling Up his firm, using the Scaling Up system, which he learned by reading “Mastering the Rockefeller Habits,” he wanted to share what he learned with others. He uses his own experience to help guide others to get what they want out of themselves and their company. David sat on the boards of several public companies and speaks regularly to executives through Vistage, YPO, and EO. He is an official member of the Forbes Councils network, focusing on the areas of business growth, strategic planning and executive coaching. He loves helping others learn how to take their business to the next level by working on their business instead of in it. David runs Assured Strategy from its Las Vegas headquarters and travels throughout North America sharing what he has learned as a certified strategic coach. |
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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. |
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 |
Celeste Nuñez
Celeste Nuñez
Director of International Business Resources, New Mexico Trade Alliance nmtradealliance.org celeste@nmtradealliance.org |
Celeste Nuñez is the Director of International Business Resources for the New Mexico Trade Alliance, a nonprofit economic development organization in Albuquerque, New Mexico. She connects companies from all over New Mexico with export assistance resources and helps them successfully apply to the SBA-funded New Mexico State Trade Expansion Program Grant. In 2019, Celeste served as the organizer for the Albuquerque - Chihuahua City Bilateral Commission, an agreement with an objective to develop programs of mutual benefit to meet common needs and promote cooperation in the areas of economic development, tourism and cultural exchange, public safety, and education. As the commission organizer, she facilitated collaboration among the worktables and managed a 20 member outbound mayoral delegation and inbound Chihuahua municipal government delegation for the first commission accord signing. Celeste also has her own consulting company where she works on additional local economic development initiatives. Celeste is a member of the 2020 U.S. Global Leadership Coalition's Next Gen Global Leaders Network, a class of nearly 100 young professionals across the country championing global development and diplomacy. Celeste was a Presidential Scholar at the University of New Mexico and graduated with a BBA from the UNM Anderson School of Management focusing on International Management and Marketing. Celeste is a first generation business professional with a passion for creating economic opportunity in her state.
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