Taking Care of Business
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.
Follow us on Twitter via @carolinachamber and join the conversation using hashtag #ChamberTCB
Homewood Suites by Hilton
3600 Mt. Moriah Rd
Durham, NC 27707 (I-40 & 15/501)
