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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:

  
December

 
Costing, Pricing & Breakeven
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:December 21 2017, Thursday, from 10:30 AM to 1:30 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 10:00 to 10:30 AM)
 
 
  
January

 
Basics of Acccounting - The Language of Business
Location:Brea Chamber of Commerce
1 Civic Center Circle, 2nd Floor, Brea 92821
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Date & Time:January 4 2018, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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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)
 
SBA Loans:
    What You Should Know Before You Apply
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
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Date & Time:January 9 2018, Tuesday, from 9:00 AM to Noon
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 $300K will also benefit from the information provided.

This workshop is presented by Stacey Sanchez, 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 thirteen 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 8:30 to 9:00 AM)
 
Retirement Planning For Small Business Owners
Location:Laguna Woods City Hall
24264 El Toro Rd., Council Chambers, Laguna Woods 92637
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Date & Time:January 11 2018, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


CONCERNED ABOUT ATTRACTING & RETAINING TALENTED EMPLOYEES… CAN’T KEEP UP WITH TAX LAW CHANGES… NOT YET PLANNED FOR YOUR OWN RETIREMENT?

Learn easy and inexpensive ways to retain key employees in a competitive market place, find income and tax shelters you can use, and determine the right way to prepare for your own retirement. If you're a small business owner for 5 years without a retirement plan in place this workshop is definitely for you!

Small businesses have generally not been very successful in terms of providing opportunities for their employees to save for retirement. Many still believe they can’t afford to do so. Only 44% of small businesses offer retirement plans. Lots of business owners are so busy working in their businesses they haven’t even taken time to plan for their own retirement, let alone keep up with the constant tax law changes which affect retirement planning in general. So what’s the best plan for your business, the best plan for you as an owner? It might be a SIMPLE IRA, SEP IRA, SOLO 401k, Roth 401k or Defined Benefit Plan. What are the advantages and disadvantages? If you currently have a retirement plan, is it still the best choice? Have you done your annual retirement plan “checkup”? We all need a clear plan, a road map to the future. This workshop will help you understand which retirement plans you should use for the best results.

Mandy Woo of SCORE presents this workshop. Mandy is a Certified Financial Planner (since 2005) and business owner herself (since 2011). She has helped many individuals, families and small business owners achieve their financial goals and preserve their wealth through customized, comprehensive, strategic financial planning for over 16 years. Mandy holds a Bachelor Degree in Investment Finances (in 2000) and a Master Degree in Taxation (in 2008). She also holds General Security, Insurance, and Investment Advisor licenses.

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