Plan. Protect. Promote! Business advice for 2019.

Learn Business Strategies for Success | Speaker Event 11:45 to 1PM March 20, 2019 | WeWork Towers | 75 E. Santa Clara St., San Jose


Success in business takes prudent planning, management and marketing savvy.  Join this special Silicon Valley cross-industry roundtable to learn the trends impacting businesses today—and how you can best leverage your resources now and in the future. This event is FREE for you to learn from top pros, so sign up today!

Reserve Your Place Now

Discover the key business strategies for success today.

 Speaker Agenda

March 20th, 2019 | 11:45AM to 1PM | WeWork Valley Towers 6th Floor

11:45 am
Check-In & Networking


Network with other business professionals, get your Easy Info Raffle slip, and enjoy some refreshments!

12:00 Noon


Introducing six Silicon Valley business pros who will share their industry knowledge, insights and tips for success.

12:02 pm
Navigating the New Tax Laws  
with Esthela Estrada, CPA

The Tax Cuts & Job Act of 2017 unleashed the most significant changes to the tax code in the last 30 years. Learn how to navigate these new laws that affect your business. Plus, find out if your business qualifies for the new 20% deduction and more. 

12:10 Pm
Smart Financial Strategies for Business Owners
with Juliette Castelli-Kolev 

Learn about buy-sell agreements for business partnerships. Plus, discover the range of retirement solutions available to business owners today. 

12:18 pm
How to Determine Your Business Insurance Needs and Requirements
with Heidi Shigematsu

Discover the types of business insurance available and what is required by law. Find out how much coverage you need to truly protect your business.

12:26 pm
Payroll and Talent Management Strategies 
with Jessica Sanchez

See how automating payroll can benefit your business. Learn about California labor compliance payroll specifics. And see how you can better attract new talent and reduce employee churn. 

12:34 PM
Discover the Value of Branding & Design
with Matt DuBois

Learn how consistent visual branding can help you increase the recognition, perception and value of your company. See how good design increases engagement.

12:34 PM
Make Your Website and Content Work Harder with Strategic Planning & SEO
with Ida Gamban

Learn how to maximize your efforts and reach by creating a messaging strategy with keywords, optimizing your content, and addressing trending topics that interest your audience

12:50 PM
Q&A Open Forum

Have a question for our speakers? We’ve set aside time for you to get the answers you seek.

12:58 PM
Raffle & Giveaways

As a thank you for attending, we’ll be raffling off a few exciting giveaways that can help you with your business. Simply fill out our Easy Info Raffle slip for a chance to win!

1:00 PM
Session Ends

Thanks for joining us! 

Learn about the success pillars: Plan, Protect, Promote!


Esthela Estrada

Esthela Estrada

Estrada Phuong
A Professional Accountancy Corporation

Esthela’s CPA firm specializes in supporting high-income individuals and business clients ranging from corporations to sole proprietors and partnerships. Esthela has over 25 years of public accounting experience, which includes the Big 4 accounting firm employment. With her deep expertise and open communication style, Esthela’s accounting work is much appreciated by Silicon Valley clients. 


Juliette Castelli-Kolev

Juliette Castelli-Kolev

Principal and Investment Professional,
Castelli Financial & Insurance Services

Recognized as one of the top financial consultants in the industry worldwide, Juliette takes a personal interest in delivering customized solutions for her clients. Whether your goal is funding your child’s college education or planning for retirement, Juliette’s in-depth knowledge and expertise can help provide a smart strategy to meet your needs.


Heidi Shigematsu

Heidi Shigematsu

Shigematsu Insurance, Inc.

A seasoned professional with a 5-star rating, Heidi often goes above and beyond to help her clients with their insurance needs. From auto, home, and renter’s insurance to business insurance and more, Heidi’s expert knowledge of today’s requirements and available policies  have helped her provide her clients with optimum coverage at great rates. She has also received industry awards for her outstanding work.


Jessica Sanchez

Jessica Sanchez

Business Consultant,


An expert in small business consulting, Jessica has an impressive track record in helping growing businesses streamline their Human Capital Management (HCM) processes. Jessica helps companies find better ways to manage employee pay options as well as  devises strategies that enable firms to generate growth and new revenue streams. Her client work has garnered multiple awards of excellence for customer satisfaction. 


Matt DuBois

Matt DuBois

Founder and
Graphic Design Director,
DuGood Creative

With his talent for eye-catching design and strategy, Matt founded SF Bay agency DuGood Creative to specialize in graphic design for print and digital media. He partners closely with businesses using an immersive creative process to bring their brand to life. Whether it’s designing a beautiful website or crafting a logo, Matt’s team make a competitive difference for their clients.


Ida Gamban

Ida Gamban

Founder; Brand 
& Creative Director,

Brand World Creative, LLC

Ida’s integrated marketing and ad agency creates memorable brands through strategic programs that engage audiences and deliver results. Her team specializes in storytelling—from  creating messaging, personas and customer journeys, to content, copywriting, SEO, video, photography and more. Her team  develops websites and omni-channel campaigns for enterprise B2B and SMB clients.


SV Business Pros


Silicon Valley Business Pros is a dynamic group of South Bay Area business owners and professionals who are passionate about sharing their knowledge with  entrepreneurs, small businesses and corporations.. We look forward to seeing you at the event!


Join us at WeWork Valley Towers
in San Jose on Wednesday

March 20th!

75 E. Santa Clara St. Floor 6
San Jose, CA 95113

“Plan. Protect. Promote!” 

is FREE to attend.


Only 65 spots are available,

so reserve your place asap! 




Special Thanks to our Sponsors!

Coming soon!