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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:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:January 6 2015, 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)
 
What You Need To Know About Schedule C & Other Small Business Taxes & Tax Forms
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:January 7 2015, Wednesday, 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.

What we will cover:

• An overview of Form 1040, Schedule C, Profit or Loss From Business
• Learn how to calculate gross profit and gross income
• Learn how to identify and deduct expenses
• Learn how to calculate net profit or loss.

We will also discuss how to determine whether the Form 1040, Schedule C EZ, Net Profit from Business, should be filed instead of the Schedule C as well as some areas on Form 1040, US Individual Income Tax Return, which may be of interest to small business owners.

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, and CSEA Education Foundation as a trustee.

(Registration/Check-in 1:00 to 1:30 PM)
 
Retirement Planning For Small Business Owners
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:January 8 2015, 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. She is a Certified Financial Planner and business owner herself and has helped individuals, families and small businesses achieve their financial goals through customized, comprehensive, strategic financial planning for over 13 years. Through her daily practice, and volunteering at SCORE, Mandy has educated many individuals and small business owners in terms of tax planning, protection planning, and investment and retirement planning. She owns a franchise financial advisory business and holds a Bachelor Degree in Investment Finances and a Master Degree in Taxation. Mandy also holds General Security, Insurance, and Investment Advisor licenses. As an ongoing basis, she has been working with CPAs and attorneys to help small business owners design and set up retirement, executive benefit plans and exit strategies suitable for their individual situations.

(Registration/Check-in 5:30 to 6:00 PM)
 
Build a Great Credit Score to Get that Loan!
Location:Chapman University - Leatherby Center
One University Drive, Beckman Hall, Room #404, Orange 92866
Click here to view map
Date & Time:January 12 2015, Monday, from 6:00 PM to 9:00 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”.

Parking is free, but you must Click here to print the parking permit.

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

 
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:February 3 2015, 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 File & Pay Your Taxes Electronically
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:February 4 2015, Wednesday, 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. During this workshop you will learn:

• About IRS e-file and its benefits for your individual and business returns, as well as how to e-file.
• About electronic payment options so you can determine which is best for your business.
• Software included in the 1040 software package.
• The benefits of filing and paying your taxes electronically.

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, and CSEA Education Foundation as a trustee.

(Registration/Check-in 1:00 to 1:30 PM)
 
Build a Great Credit Score to Get that Loan!
Location:Irvine Public Library, Heritage Park Regional Branch
14361 Yale Avenue, Irvine 92604
Click here to view map
Date & Time:February 5 2015, Thursday, from 5:30 PM to 8:45 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)
 
Demystifying Financial Statements
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:February 17 2015, 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 AM)
 
Build a Great Credit Score to Get that Loan!
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
Click here to view map
Date & Time:February 26 2015, Thursday, from 6:00 PM to 9:00 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 5:30 to 6:00 PM)
 
 
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