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Heart, Mind, Wallet: A Strategist’s Guide to Business Planning

Thursday, October 18 | 12:00 PM - 1:00 PM

ATB Entrepreneur Centre, Lethbridge

This one hour workshop will answer the “what”, “why” and “how” questions around business planning. At the end of this crash course you’ll be able to:

– Define the necessary elements of a business plan and how these pieces come together
– Understand the purpose of a business plan and how it can get a new business or idea on track


The Speaker: Jason Bacon, Entrepreneur Strategist at the ATB Entrepreneur Centre

Jason is a graduate of the University of Lethbridge with a Bachelor of Management and a Focus in Finance. From the beginning of his career he has worked for both large and small financial institutions in both personal and business lending and advising roles.

Through his career he has worked with business owners to build towards their dreams. In his former role he coordinated the Chinook Entrepreneur Challenge, the largest business plan training competition outside of. In this role he worked with hundreds of entrepreneurs to help them through the business planning process. He also helped to develop a business plan template filled with resourced to aid entrepreneurs through the process.

In his current role as the Entrepreneur Strategist for the Lethbridge Entrepreneur Centre, he works with clients every day on taking steps through this process. Discovering their value. Validating their assumptions. A coach and consultant for small business, he specializes in the business planning process.

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