Save the date April 27, 2021 12:00 PM - 3:00 PM (EDT)
Event Details Topics include :
Growing Your Business
• Separating your personal and business finances
• Effectively managing your cash flow
• Keeping your business up-to-date with the right technology
• Knowing your credit options when the need arises
• Having insurance to protect you from the unexpected
• Hiring the right employees for your business
Budgeting During a Crisis:
• Why Budget?: In and Out of Crisis
Creating a Crisis Budget Identify Expenses Identify Income Cost Cutting Creative Income Creation Resources to Help Looking to the Future
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Agenda
12:00 PM - 1:00 PM
Intro + Grow Your Business! Intro + Grow Your Business! Topics include:
1:00 PM - 1:30 PM
Lunch and Learn Lunch and Learn Bring your questions and your lunch!
1:30 PM - 3:00 PM
Budgeting in a Crisis Budgeting in a Crisis Why Budget?: In and Out of Crisis
Speakers
Toni L Philpott Branch Leader II | Assistant Vice President at Truist
Toni L Philpott Branch Leader II | Assistant Vice President at Truist Toni has been in a management role with Truist since 2012 where she currently serves as Branch Leader in the Virginia Beach Area at the Kempsville office. She is responsible for coaching her team to uncover needs and benefits to help our clients. Toni has had the opportunity to guide clients and seek solutions to help them with their goals. Being able to give back to small businesses and let the owners manage their business instead of their finances is a passion. As the Co-Chair for the Veterans Network with Truist she has helped coordinate events to help support our military with financial confidence.
Mike Pidgeon Branch Leader, Asst. Vice President Small Business Loan Officer at Truist
Mike Pidgeon Branch Leader, Asst. Vice President Small Business Loan Officer at Truist Mike Pidgeon is a SunTrust/BB&T Branch Leader in downtown Norfolk with ten years banking and lending experience. I have been a small business relationship specialist with BB&T now Truist since 2017, as well as an ambassador for Diversity, Equity and Inclusion as a steering committee member within our Business Resource Groups.
Fredward Stokley Branch Leader at Truist
Fredward Stokley Branch Leader at Truist Is currently a Branch Leader at BB&T now Truist. He has been in the Financial Services industry since 2008. He started in financial services after graduating from Elizabeth City State University, with a bachelor's degree in Business Administration. His career started with AFLAC where he had the opportunity to help serve the community by educating them on the importance of supplement insurances. Through AFLAC he branched off to other companies as an independent life insurance agent, to further help people within his community know the importance of life insurance and financial planning through life insurances. Companies he's work with included TransAmerica, Gaurdain Life, Aetna, Northwestern Mutual, MassMutual and American General Life Insurance Company to name a few. In 2012, he was presented with an opportunity to help his community in a much broader way, by entering into the Banking side of the financial services industry. He start his banking career with Wells Fargo in September of 2012. There he accomplished many things through helping his community through educating them on finances and banking services. In February of 2015, he was presented with a better way serve his communitythrough a community bank opportunity with BB&T now Truist. Since then he has helped numerous clients and continues serving his community through financial education. In his spare time he like to spend time laughing and joking with his family and friends. Along with traveling and doing community activities with his Jeep Club.
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