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SCORE is a resource partner with the SBA
  Workshops - Finance
 
Schedules are subject to change without notice. Please check here frequently for updates.
For a complete list of workshops offered, please check the Workshop Calendar.


To view only one workshop title, please select from the following list:

  
January

 
Basics of Acccounting - The Language of Business
Location:Garden Grove Community Center
11300 Stanford Ave., Room B, Garden Grove 92840
Click here to view map
Date & Time:January 24 2017, Tuesday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Accounting is the "language of business". People in the business world - owners, managers, bankers, investors - use accounting terms and concepts to describe the events that make up the “story” of a business. At its most fundamental level, accounting is the system of tracking the income, expenses, assets and liabilities of your business. In this workshop, you will learn how to make journal entries including debits and credits, the structure of financial statements, important financial ratios, ledgers, and, more importantly, how to "account" for the transactions in your business.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 5:30 to 6:00 PM)
 
 
  
February

 
The Road to Business Credit!
Location:OC Hispanic Chamber of Commerce
2130 E 4th St., #160, Santa Ana 92705
Click here to view map
Date & Time:February 1 2017, Wednesday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Financial institutions place a different value on credit scores when considering an extension of business credit. Whether you're seeking an SBA loan, trade line, lease, commercial loan, line of credit, revolving account, secured and unsecured loan and line, this is the workshop you should consider attending.

Access to credit with reasonable cost is vital to business success. Credit score is only one aspect in the approval process. However, scores will determine whether to be given credit, how much, and at what interest rate.

This workshop gives a comprehensive understanding of business and personal scores and reports. Attendee will leave equipped with useful information and tools on how to better manage and protect credit reputation and potential.

Nabil Captan presents this workshop. Nabil Captan is a nationally recognized credit-scoring expert, educator, writer, producer and trainer. He teaches credit profile management at various colleges and universities, as well as for real estate professionals, lenders, financial advisers, credit counselors and business owners. Nabil was nominated for the U.S. Small Business Administration's Financial Services Champion of the Year 2010.

(Registration/Check-in 5:30 to 6:00 PM)
 
SBA Loans:
    What You Should Know Before You Apply
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:February 8 2017, Wednesday, from 1:30 PM to 4:30 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
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Have you ever been wondering how to prepare a loan request or been turned down for a bank loan and wondered why?

Have you wondered whether there are alternatives to traditional bank funding?

This workshop will give you the information banks, investors and other funds providers use to evaluate funding requests. It will also alert you to emerging alternatives to traditional bank financing enabling you to use all available options to increase the likelihood of getting funded.

This workshop is primarily intended for “in business” clients, particularly those needing larger amounts of funding, but “startups” and any business needing loans under $150K will also benefit from the information provided.

Stacey Sanchez is a Senior Community Loan Officer with CDC Small Business Finance. CDC Small Business is a SBA 504 lender, SBA 7(a) lender, and micro lender. She acts as a liaison for the financing and technical assistance needs of small businesses in Orange, Riverside, and San Bernardino Counties. CDC also administers a banker’s loan consortium Community Development Financial Institution (CDFI) and is the first SBA 7 (a) Community Advantage Lender in California. Her goal is to find the resources and financing options that best meet the needs of the client.

Ms. Sanchez has been with CDC Small Business Finance for nine years and has been working with small business owners for over 25 years. She started her career with a family owned business and spent 10 years helping them grow from 6 locations to 60. Ms. Sanchez has worked as a consultant for several Small Business Development Centers, a Minority Small Business Development Center, and a SBA consulting company. Most recently she was with the U.S. Small Business Administration Santa Ana District Office for five years, as the Lead Economic Development Specialist and Public Information Officer.

(Registration/Check-in 1:00 to 1:30 PM)
 
Are You Ready To Exit? Business Succession Planning for Small Business Owners
Location:Laguna Woods City Hall
24264 El Toro Rd., Council Chambers, Laguna Woods 92637
Click here to view map
Date & Time:February 9 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Planning for your future starts now. Succession planning, exit strategies and maximizing your value before retirement is worth taking time out of your busy day and will add to your peace of mind!

We invite you to attend a focused workshop to discuss the process and methods of monetizing the hard work and goodwill you have invested and built into your business. The workshop will address many of the issues you will need to know to make a smooth and successful transition, including:

• Action items prior to transfer or sale
• Various structural considerations
• Tax issues and planning
• Investment Planning for Income After the sale and beyond

This workshop is presented by Mandy Woo and Robert Corbin. Mandy is a Certified Financial Planner™ Practitioner and business owner herself. She has helped professionals, families and small business owners achieve their financial goals through customized, comprehensive, strategic financial planning for over 15 years. Mandy holds a Bachelor Degree in Investment Finances and a Master Degree in Taxation. She also holds General Security, Insurance, and Investment Advisor licenses.

Robert is a Senior Partner in the firm’s Tax & Accounting Services department and has over 23 years of experience in public accounting. He also serves on the firm’s Board of Directors. Robert focuses on business tax matters, including planning and compliance for their shareholders and families. Robert's practice includes consulting on transactional matters, mergers and acquisitions, exit planning, startups, structuring, state and local tax and wealth transfers among other needs for businesses and their shareholders.

(Registration/Check-in 5:30 to 6:00 PM)
 
Buy/Sell & Valuation of a Business
Location:Webster University
32 Discovery, #250, Irvine 92618
Click here to view map
Date & Time:February 13 2017, Monday, from 10:30 AM to 1:30 PM
Cost:No Cost
More Info:


What’s the Business Worth? – Valuation Techniques

What’s your business worth? You’ll learn how to develop a valuation estimate that is defensible whether you are buying, selling or starting a business. Or is a franchise more to your liking? You’ll learn the pros and cons of franchising as well. All of this is in “plain English” and based on current valuation concepts. We will take you through the process using examples of each calculation.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 10:00 to 10:30 AM)
 
Costing, Pricing & Breakeven
Location:Orange Public Library
407 E. Chapman Ave., Orange 92866
Click here to view map
Date & Time:February 27 2017, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


How do you price your product or service? Is it at a level that generates a profit or are you losing money and burning through cash? All businesses large, small, or start-up face this important challenge. Before establishing prices it is necessary to understand your specific marketing goals, the factors that influence pricing strategy, and all possible pricing strategies.

Pricing is only part of the issue. Are you aware of the costs of your product or service? How much do your employees cost and how do they impact pricing? How do your costs behave as sales increase or decrease? This workshop also addresses the following questions:

* What annual sales level is required to achieve a sustainable cash flow position?

* What annual or monthly sales do I need to achieve my targeted cash flow?

* Is it a good idea to invest in a larger or nicer facility?

* Should I hire full or part time employees?

This workshop is designed for entrepreneurs who are preparing business plans or financial projections. Information from this workshop is also helpful if you are introducing a new product or service and want a more thorough understanding of pricing strategy. Knowledge of financial statements would be useful but not necessary.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 1/2 Hour Prior to Workshop)
 
 
  
March

 
Basics of Acccounting - The Language of Business
Location:Brea Chamber of Commerce
1 Civic Center Circle, 2nd Floor, Brea 92821
Click here to view map
Date & Time:March 2 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Accounting is the "language of business". People in the business world - owners, managers, bankers, investors - use accounting terms and concepts to describe the events that make up the “story” of a business. At its most fundamental level, accounting is the system of tracking the income, expenses, assets and liabilities of your business. In this workshop, you will learn how to make journal entries including debits and credits, the structure of financial statements, important financial ratios, ledgers, and, more importantly, how to "account" for the transactions in your business.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 1/2 Hour Prior to Workshop)
 
Demystifying Financial Statements
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:March 8 2017, Wednesday, from 1:30 PM to 4:30 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


Each business decision you make has a financial impact on your business. Understand and use the right tools to optimize results. Learn to use your basic financial statements and other key measurements to improve your decision making, interpret your company's financial signals, and gain a "Plain English" understanding of basic business terminology. Learn to communicate with financial people and investors to attract capital for growth.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 1:00 PM to 1:30 PM
 
The Road to Business Credit!
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
Click here to view map
Date & Time:March 30 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Financial institutions place a different value on credit scores when considering an extension of business credit. Whether you're seeking an SBA loan, trade line, lease, commercial loan, line of credit, revolving account, secured and unsecured loan and line, this is the workshop you should consider attending.

Access to credit with reasonable cost is vital to business success. Credit score is only one aspect in the approval process. However, scores will determine whether to be given credit, how much, and at what interest rate.

This workshop gives a comprehensive understanding of business and personal scores and reports. Attendee will leave equipped with useful information and tools on how to better manage and protect credit reputation and potential.

Nabil Captan presents this workshop. Nabil Captan is a nationally recognized credit-scoring expert, educator, writer, producer and trainer. He teaches credit profile management at various colleges and universities, as well as for real estate professionals, lenders, financial advisers, credit counselors and business owners. Nabil was nominated for the U.S. Small Business Administration's Financial Services Champion of the Year 2010.

(Registration/Check-in 5:30 to 6:00 PM)
 
 
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