Business Plan Essentials

Business Plan Essentials

Presented by Wells Fargo & Co.

Tuesday, June 25
9:55 AM - 10:35 AM
4:20 PM - 5 PM

Thursday, June 27
11:25 AM - 12:05 PM

Small business experts agree that a good business plan can be the foundation for success. In this session, you’ll discover business plan essentials including a step-by-step tool to help you create your own business plan, how to explore industry and competitive insights, and leverage online learning resources that cover the aspects of a business plan.

Back to Strategic Planning Circuit


Josie Shumar, Vice President, Business Development Officer, Wells Fargo & Company


With over 35 years of experience working with Small Business clients and Practice owners Josie partners with her clients to develop a long term plan for success. Josie focuses on all aspects of the business from start up to succession planning.

As a board member of the Suburban Maryland chapter of Commercial Real Estate Women she serves as the board chair for the Community Outreach Initiative where the focus is Women’s initiatives such as, Heartly House in Frederick, Maryland and A Wider Circle in Silver Spring Maryland. She is also a member of Chesapeake Women’s Network in Harford County Maryland and has served on the Fashion Show Committee where proceeds benefit local non- profit organizations in the Harford County community.

Josie has also started a dental networking group which focuses on the dental community and partners with local CPA’s, Attorney’s, Broker’s and Insurance agent’s to provide the best services to local Dental offices.