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San Antonio | Business Financials | 2.23.17

Business+Breakfast: Financial Management

Do you have the fundamental knowledge of Financial Management, but feel like you could benefit from a closer review by a finance professional? The Money Smart Financial Management for Small Business module provides an overview of business financial management. Refresh your knowledge on topics like bookkeeping, projections, financial statements, and financing. Join Emily Watson, AVP, Branch Manager of Jefferson Bank, as she discusses the practices, rules, and tools of financial management.

About the Speaker
emily-watson-2-aEmily Watson is an Assistant Vice President and Branch Manager of the Fredericksburg Road Banking Center of Jefferson Bank. She oversees Small Business and Personal Banking, with a focus on increasing her customer base by developing new relationships with consumers and businesses throughout the San Antonio area. She joined Jefferson Bank in 2015, as an Assistant Vice President and Branch Manager of the Blanco Road Banking Center.  Prior to joining Jefferson Bank, Mrs. Watson served as an Assistant Vice President and Branch Manager for First Community Bank and Assistant Vice President- Branch Retail Executive at BBVA Compass. She began her career in banking with Nations Bank in 1994.

Active in the community, Mrs. Watson volunteers to conduct financial literacy seminars for Junior Achievement and also volunteers with Raul Jimenez Thanksgiving Dinner, San Antonio Food Bank and her local church Holy Name.  She is a member of the West San Antonio Chamber of Commerce and has held her Series 6, 63, and life insurance licenses.

This free business+breakfast is made possible in partnership with Jefferson Bank.



Thursday, Feb. 23rd, 8:30-10:00am

Maestro Entrepreneur Center | 1811 S Laredo St, San Antonio, TX 78207



Houston | Personal Development | 3.9.17

From Employee to Business Owner: How to Start Your Own Business AND Maintain Your Sanity

This seminar is a must-see for prospective small business owners, solopreneurs, Mompreneurs, those who have been in business a short time or for years. From Employee to Business Owner: How to Start Your Own Business AND Maintain Your Sanity, will give you the tools you need to become more operationally efficient and have a more balanced and fulfilling life. Attendees will learn how to rapidly transition mentally from the employee mindset to that of an entrepreneur, learn how to create processes which will transition you from working “in” the business to working “on” the business, and become educated on minimizing the inevitable small business owner learning curve.

About the Speaker
Kali 3Kali Cole moved from Brooklyn, New York to Houston, Texas as an adolescent and later graduated from the University of Houston with a Bachelor of Science degree in Psychology. She has worked in innovative, highly competitive and fast-paced Corporate environments for industry titans which permitted her to acquire her unsurpassed business acumen and Marketing expertise. Fueled with a passionate yearning for entrepreneurship and Corporate layoffs, Kali departed from Corporate America and created her company Sales Fix LLC which assists small business owners with increasing sales and revenue in four key areas: client acquisition, client relationship management, sales training, and operational process and systems implementation.

Grateful to serve the community of Houston’s business owners, Kali seeks to inform, inspire, and equip others to begin the wealth-building journey of entrepreneurship and/or taking their existent businesses to the next level of success.

Additionally, Kali Cole is the author of the upcoming book, “From Employee to Business Owner: How to Start Your Own Business AND Maintain Your Sanity” and the developer of The T.E.A.M. Protocol TM.

Hosted by our friends at LOGO.


Thursday, March 9th, 8:30-10:00am

Leonel Castillo Community Center | 2101 South St, Houston, TX 77009


Austin | Business Development | 3.14.17

Business Plans to Seal the Deal

There is more than one kind of deal and more than one kind of business plan. Don’t waste your time, energy and opportunities. Know what you really need to provide to accomplish your funding, marketing, or management goals with the right plan with the right stuff!

Advice and strategy will be presented by the Business Success Center’s Profit Mover™ team. They have been offering mentoring at PeopleFund events for over a year. At this seminar, they will share their top recommendations on what you need to focus on in your plans when it comes to:

  • Legal
  • IP
  • Financials, taxes, and funding
  • Pricing
  • Sales and marketing, funding
  • Managing and hiring

Pre-starts through well-established businesses will find the information highly relevant.

mentor zoneBONUS: Stay afterwards and sign up for Mentor Zone, our Profit Mover™ Mentoring Office Hours. Free, individualized private mentoring work 30-minute work sessions with one of the 2-3 person Profit Mover™ business expert teams who are all business owners themselves. Only six spaces are available. You don’t have to have attended the Business Plan seminar to request mentoring time.

For more information, please go to This program is an outgrowth of the successful 1st Looks Mentoring Program. It has provided free mentoring for over 250 small companies since 2012 throughout the Corridor, greater Houston area, and even internationally.

Profit Mover™Team (PMT) 2017 Members:

  • Jan Triplett, Business Success Center and PMT™ leader
  • Bill Combes, No Time for Social
  • Andrew Eisenberg, Lee & Hayes, PLLC
  • Jim Kelly, Jim Kelly Inc., Financial Services
  • Francoise Luca/Sam Thacker, Business Finance Solutions
  • Steve Pearson, Pearson Strategy Group


Tuesday, March 14th, 9:00-11:00am

PeopleFund Austin | 2921 E. 17th St, Bldg. D, Austin, TX 78702


Dallas | Marketing | 5.4.17

Grow Your Business with Email and Social Media Marketing

Many small businesses and organizations find themselves seeking the right strategies, tools and tactics to make their marketing efforts as effective as possible.  But between Facebook and Twitter, email and mobile, deals, and whatever new social network is rolling out that month—there’s a lot to keep up with. And there are only so many hours in each day.  The number of possibilities can feel overwhelming. This session will help make sense of the noise.  Today we’re going to show you how to make the most of the combination of email and social media for your business.  When the session is done you’ll have a greater understanding of marketing basics like goals and objectives.  You’ll learn what a “campaign” is and what to write about and offer in that campaign.  You’ll be given some simple but powerful tips for how to get your messages opened and read, shared and socially visible.  And you’ll see that there are some great tools you can use to help engage with your existing customers and supporters as well as expand your reach to new prospects. Throughout the session you’ll be given opportunities to capture your own ideas and build out the framework of your own “next great campaign.”  So join us and start to build a plan that will help you grow your business by eliciting the responses you want from your customers or supporters.


Thursday, May 4th, 8:30-10:00am

PeopleFund Dallas | 2801 Swiss Ave. Ste. 120, Dallas, TX 75204


Connect with contacts, tools, and skills to build your business.

Register below for free PeopleConnect workshops in your community. For questions or more information, please contact us.

Access the course descriptions and presentations of our previous PeopleConnect workshops here.

2017 - Workshop Registration