06/04/2026
The ATLAS San Diego team co-hosted an enriching lunch + learn panel discussion last week! π½οΈπ "The Business Owner's Playbook" brought together business owners to share perspectives, successes, and lessons learned, while exploring the future of the business landscape.
ATLAS Tax Manager, Jacki Munchus, and Managing Partner, Loni Woodley, shared valuable insights alongside industry peers: Nathan Morgan of Tri Counties Bank, Casey Hopkins of Southland EDC, and Fredric Berger of Agents Insurance Services. π€ Collectively, they discussed essential topics including tax, business banking, loans, insurance, valuation, and more.
We're extremely grateful for the opportunity to collaborate with local professionals and to welcome our clients and friends to educational events like this. π€ A special shoutout to The Centre The Centre Escondido, the perfect venue for the occasion!