SCORE Orange CountySCORE
SCORE
SCOREA Network of Business Knowledge and Experience

Follow Us:
  
  







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:

  
July

 
QuickBooks - Beyond Basics
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:July 26 2014, Saturday, from 9:00 AM to Noon
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


Uplift your record keeping to the next level with advanced applications for maximizing the advantages of the most popular bookkeeping software in the market today! You will learn tips and shortcuts for working faster and more efficiently in all your business transactions. Topics will include: Best Practices, Setup Essentials, Advanced Tasks, Job Costing, Budgeting, Customized Reporting, and much more! This class is very interactive with actual ‘Real-Time’ application usage. Class interaction is sought and encouraged. Attendees may bring their own laptops if they choose; it is however not required. QuickBooks 2013 will be the version used for the class. This is an advanced workshop. Attendees MUST have prior QuickBooks working experience and have basic understanding of software functions.

C. P. Krishnan presents this workshop. He has extensive experience in the field of Accounting & Finance. He has advanced certifications in auditing, accounting, and finance. He also holds an MBA, and is a Certified QuickBooks Pro Advisor. CP is the owner of CAK International, LLC a consulting firm providing business development and QuickBooks setup, training, & support services throughout the entire country since 1996.

(Registration/Check-in 8:30 to 9:00 AM)
 
 
  
August

 
How to Set Up a Retirement Plan for You and Your Employees
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:August 4 2014, Monday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


This presentation is about doing something great for yourself and your employees, setting up and maintaining a retirement plan. We'll be looking at two retirement plans that are easy to operate and have significant tax advantages, SEP and SIMPLE IRA plans both hold participants' retirement assets in traditional IRAs. You fund SEPs with employer contributions. SIMPLE IRA plans provide for both employer and employee contributions.

Learn about:
• Reasons for adopting a retirement plan now. You'll learn about two types of retirement plans
• SEPs and SIMPLE IRA plans, which are tailor-made for business owners like you
• Where to go for retirement plan information provided by the IRS

Joni K. Terens, President of Accurate Bookkeeping & Tax Service Inc presents this workshop. Joni Terens’ responsibilities include tax preparation and tax planning for individuals and businesses. As an enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee, and CSEA Education Foundation as a trustee.

(Registration/Check-in 1:00 to 1:30 PM)
 
Buy/Sell & Valuation of a Business
Location:Anaheim Gordon Hoyt Conference Center
201 S. Anaheim Blvd., 2nd Floor, Anaheim West Tower, Anaheim 92805
Click here to view map
Date & Time:August 5 2014, Tuesday, from 6:00 PM to 9:00 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
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 5:30 to 6:00 PM)
 
How to Set Up a Retirement Plan for You and Your Employees
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:August 6 2014, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


This presentation is about doing something great for yourself and your employees, setting up and maintaining a retirement plan. We'll be looking at two retirement plans that are easy to operate and have significant tax advantages, SEP and SIMPLE IRA plans both hold participants' retirement assets in traditional IRAs. You fund SEPs with employer contributions. SIMPLE IRA plans provide for both employer and employee contributions.

Learn about:
• Reasons for adopting a retirement plan now. You'll learn about two types of retirement plans
• SEPs and SIMPLE IRA plans, which are tailor-made for business owners like you
• Where to go for retirement plan information provided by the IRS

Joni K. Terens, President of Accurate Bookkeeping & Tax Service Inc presents this workshop. Joni Terens’ responsibilities include tax preparation and tax planning for individuals and businesses. As an enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee, and CSEA Education Foundation as a trustee.

(Registration/Check-in 1:00 to 1:30 PM)
 
Are You Ready To Exit From Your Business? Succession Planning For Small Business Owners
Location:Irvine Public Library, Heritage Park Regional Branch
14361 Yale Avenue, Irvine 92604
Click here to view map
Date & Time:August 7 2014, Thursday, from 5:30 PM to 8:45 PM
Cost:No Cost
More Info:


OWN A BUSINESS? THINKING ABOUT SUCCESSION PLANNING AND RETIREMENT? CONCERNED ABOUT TAX CONSEQUENCES?

Waiting until “late in the game” is not a good idea. On the other hand, planning ahead may lead to a better return for those years of hard work you have invested in your business. This workshop will answer many of the questions you may now have.

Small business owners generally are so busy working in their business they seldom set aside time to work on their business. When they do reach the point of thinking about succession planning or simply selling and retiring the end result they see may not meet their expectations or what they had hoped for when they started their business.

There are questions that need to be asked and answered;

• What will my business be worth when I reach the point of retirement?
• How will I handle the transition?
• How will my exit strategy affect my taxes?
• How should I invest for the future?

During this workshop we’ll talk about all of these things and many others.

Mandy Woo of SCORE and Joseph Emanuele of Emanuele Evaluations present this workshop.

Mandy is a Certified Financial Planner and business owner herself. She has helped individuals, families and small business owners achieve their financial goals through customized, comprehensive, strategic financial planning for over 13 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.

Joseph is a Certified Public Accountant, he owns a boutique business valuation firm specializing in valuations for financial reporting, mergers and acquisitions and estate taxes. He also maintains a number of other professional designations including Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF), both issued by the American Institute of Certified Public Accountants.

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


 
Build a Great Credit Score to Get that Loan!
Location:Westminster Branch, OC Public Library
8180 13th St., Community Room, Westminster 92683
Click here to view map
Date & Time:August 19 2014, Tuesday, from 5:30 PM to 8:30 PM
Cost:No Cost
More Info:


Whether it’s a personal loan, business loan or any kind of credit, your credit score is an important deciding factor. A better credit score could save you thousands of dollars in interest cost! The goal of the seminar is to dispel all the misinformation on the subject of credit. The workshop will equip the attendees with accurate and reliable information to help them make better financial decisions when obtaining an SBA loan, and all type of credit. Furthermore, attendees will leave the presentation understanding how to build, improve, and maintain a perfect credit scores to better manage and protect their credit reputation and potential.

Nabil Captan presents this workshop. Nabil is a nationally recognized credit-scoring expert, educator and certified Department of Real Estate instructor on the subject of credit. Nabil attended San Diego State University majoring in cost accountancy, and has been involved in the world of finance for 31 years. He’s also a Center Stage Speaker for Wells Fargo. Nabil has been nominated to receive the U.S. Small Business’ “Financial Services Champion for the year 2010”.

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

 
What Your Banker Needs to Know
Location:Anaheim Gordon Hoyt Conference Center
201 S. Anaheim Blvd., 2nd Floor, Anaheim West Tower, Anaheim 92805
Click here to view map
Date & Time:September 2 2014, Tuesday, from 6:00 PM to 9:00 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


In today's climate a good strong business plan is an absolute must when you seek financing but how do you separate your business plan from the all the others piling up on your banker's desk? This workshop will give you some tips as to how you can enhance your business plan and increase your prospect of getting that important "yes" from your banker.

John Seelinger of SCORE presents this workshop. John has more than 30 years of banking experience (Trust Co of NJ, Midlantic Nat'l Bank, Chase Manhattan Bank) and commercial trading (Asian, African, Middle Eastern and European) experience. He currently is Chairman of SCORE’s Client Finance Committee, assisting clients with their approach to lenders.

(Registration/Check-in 5:30 to 6:00 PM)
 
What You Need To Know About Federal Taxes When Hiring Employees Or Contractors
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:September 3 2014, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS discussing your responsibilities as an employer or as one who pays others for services in the course of your trade or business. Whether you're handling this yourself or paying someone else to do it, you need to know your responsibilities.

Learn about the differences between an employee and an independent contractor; how to determine eligibility to work legally in the United States; the importance of the Form W-4 and the employer's responsibility regarding withholding; how to verify work names and Social Security numbers; the purpose of the state new hire registry; the process for filing Form W-2; your obligations to notify employees about the Earned Income Tax Credit; the role of Individual Taxpayer Identification Numbers; and finally, the process for enrolling in and using the Filing Information Returns Electronically system, also known as FIRE.

Joni K. Terens, President of Accurate Bookkeeping & Tax Service Inc presents this workshop. Joni’s’ responsibilities include tax preparation and tax planning for individuals and businesses. As an enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee,

(Registration/Check-in 1:00 to 1:30 PM)
 
Demystifying Financial Statements
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:September 9 2014, Tuesday, from 9:00 AM to Noon
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 8:30 to 9:00 PM)
 
Start-Up Capital & Financing
Location:La Palma Community Center
7821 Walker Street, Royal Palm Room, La Palma 90623
Click here to view map
Date & Time:September 18 2014, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


How are successful businesses really funded? We will show you. Are bank loans the best answer to your company’s start-up needs? How does a banker look at your business? What other capital sources are available? Let us show you the best ways to approach commercial lenders.

John Seelinger of SCORE presents this workshop. John has more than 30 years of banking experience (Trust Co of NJ, Midlantic Nat'l Bank, Chase Manhattan Bank) and commercial trading (Asian, African, Middle Eastern and European) experience. He currently is Chairman of SCORE’s Client Finance Committee, assisting clients with their approach to lenders.

(Registration/Check-in 5:30 to 6:00 PM)
 
Basics of Acccounting - The Language of Business
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:September 23 2014, Tuesday, from 9:00 AM to Noon
Cost:$35 pre-register online; $45 at the door (cash or check only)
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 8:30 to 9:00 AM)
 
 
  
October

 
What You Need To Know When You Run Your Business Out of Your Home + Online Buying & Selling:
    Basic Sales & Use Tax Obligations
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:October 6 2014, Monday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


You are invited to attend a free Small Business Tax presentation by an enrolled agent who is speaking on behalf of the IRS.

This segment will cover:
• Federal Employer Identification Number or EIN
• Recordkeeping
• Bookkeeping systems
• Accounting methods
• Useful business terms
• Types of business organizations
• Tips when selecting a tax preparer

In the next segment a Business Taxes Specialist from the California State Board of Equalization, Irvine District Office will discuss the following:
• Your basic sales and use tax obligations
• Registering for a California Seller’s Permit
• Filing a return
• Paying your return electronically
• How to used a resale certificate properly

Joni K. Terens, President of Accurate Bookkeeping & Tax Service Inc and a Business Taxes Specialist from the California Board of Equalization present this workshop.

Joni Terens’ responsibilities include tax preparation and tax planning for individuals and businesses. As an enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee, and CSEA Education Foundation as a trustee.

(Registration/Check-in 1:00 to 1:30 PM)
 
Buy/Sell & Valuation of a Business
Location:Anaheim Gordon Hoyt Conference Center
201 S. Anaheim Blvd., 2nd Floor, Anaheim West Tower, Anaheim 92805
Click here to view map
Date & Time:October 7 2014, Tuesday, from 6:00 PM to 9:00 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
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 5:30 to 6:00 PM)
 
Are You Ready To Exit From Your Business? Succession Planning For Small Business Owners
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:October 9 2014, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


OWN A BUSINESS? THINKING ABOUT SUCCESSION PLANNING AND RETIREMENT? CONCERNED ABOUT TAX CONSEQUENCES?

Waiting until “late in the game” is not a good idea. On the other hand, planning ahead may lead to a better return for those years of hard work you have invested in your business. This workshop will answer many of the questions you may now have.

Small business owners generally are so busy working in their business they seldom set aside time to work on their business. When they do reach the point of thinking about succession planning or simply selling and retiring the end result they see may not meet their expectations or what they had hoped for when they started their business.

There are questions that need to be asked and answered;

• What will my business be worth when I reach the point of retirement?
• How will I handle the transition?
• How will my exit strategy affect my taxes?
• How should I invest for the future?

During this workshop we’ll talk about all of these things and many others.

Mandy Woo of SCORE and Joseph Emanuele of Emanuele Evaluations present this workshop.

Mandy is a Certified Financial Planner and business owner herself. She has helped individuals, families and small business owners achieve their financial goals through customized, comprehensive, strategic financial planning for over 13 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.

Joseph is a Certified Public Accountant, he owns a boutique business valuation firm specializing in valuations for financial reporting, mergers and acquisitions and estate taxes. He also maintains a number of other professional designations including Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF), both issued by the American Institute of Certified Public Accountants.

(Registration/Check-in 5:30 to 6:00 PM)
 
 
Privacy Policy & Disclaimer