Chase Bank Presents: Business 201
Business 201: Your Next Level Business
Business 201 is designed for entrepreneurs who are ready to move beyond survival mode and begin building a business with durability, clarity, and intention. This workshop helps participants shift from simply running a business to thinking like an entrepreneur—developing the mindset, structures, and people-first practices required for sustainable growth.
Grounded in real-world business scenarios and supported by a guided workbook, this session focuses on establishing strong foundations, developing agility in the face of uncertainty, and creating businesses that can adapt, scale, and endure. Participants will explore how purpose, profit, operations, and people intersect—and how aligning these elements creates momentum over time rather than constant reinvention.
What You’ll Walk Away With
A clearer entrepreneurial mindset, rooted in purpose, long-term vision, and disciplined decision-making
A deeper understanding of how to establish a strong foundation for business growth, including structure, operations, and financial priorities
Practical tools for developing agility and resilience, helping your business adapt to market shifts, economic uncertainty, and operational challenges
Frameworks for evaluating strengths, weaknesses, opportunities, and threats to inform smarter strategy and planning
A people-first approach to building teams, partnerships, and business relationships that support sustainable success
A completed or partially completed workbook you can continue using as a living reference as your business evolves
Who This Is For
Women founders and entrepreneurs who have launched and are ready to strengthen or scale
Small business owners seeking clarity around structure, strategy, and long-term growth
Builders transitioning from solo operator to leader of systems, teams, or collaborators
Professionals preparing their business for funding, partnerships, or expanded impact
Entrepreneurs who want stability and resilience—not just short-term wins
What You Need to Participate
The Business 201 / Your Next Level Business workbook (will be provided)
An existing business, side venture, or concept you are actively developing
Willingness to reflect honestly on how your business
No advanced finance, operations, or management background required
About the Facilitators
LaTrese Steplight
LaTrese Steplight is a Vice President and Senior Business Consultant with JPMorgan Chase, bringing over 29 years of banking experience and a deep commitment to small business growth and sustainability. She currently leads Chase’s Coaching for Impact Program for Cleveland and surrounding areas, providing entrepreneurs with one-on-one coaching, access to financial and credit solutions, community resources, and year-round training.
With firsthand experience as a business owner, LaTrese brings a practical, grounded understanding of what it takes to build a business that lasts. Her work is driven by a passion for bridging knowledge and wealth gaps, and she actively partners with nonprofit organizations to deliver business education and workshops across the community. She also serves as the Women on the Move Field Site Lead for Ohio and is a graduate of the University of Akron and a member of Delta Sigma Theta Sorority, Inc., an organization dedicated to public service.
Teresa Morales-Bargar
Teresa Morales-Bargar is a Vice President and Community Manager for Community & Business Development at JPMorgan Chase, where she serves as a trusted local ambassador in Cleveland. With more than 18 years of experience across Retail, Consumer, and Business Banking, Teresa focuses on building strong partnerships with community leaders, nonprofit organizations, and small businesses to drive meaningful and lasting economic impact.
Through financial health workshops, nonprofit collaborations, and community-based programming, Teresa helps expand access to opportunity by equipping individuals and entrepreneurs with the tools needed to build stronger financial futures. She is an active member of multiple Business Resource Groups, serves on the Women on the Move Council for Northeast Ohio, and contributes her expertise to organizations including Bank On Cleveland, Junior Achievement – She Leads, and the Greater Cleveland Career Consortium. Teresa has been recognized as one of Crain’s 2025 Women of Influence and 100+ Latinos to Know in Cleveland (2025).