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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

 
How to Make Tax Deposits & File a Return to Report Your Payroll Taxes
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:December 5 2016, Monday, from 1:30 PM to 3:00 PM
Cost:No Cost
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Hear from an expert speaking on behalf of the IRS. Find out how to make tax deposits & file a return to report your payroll taxes.

John Rumbold of Rumbold Tax Advisory presents this workshop. John has worked as a tax preparer and advisor for fourteen years. Currently, he is a tax practitioner at Rumbold Tax Advisory, responsible for tax preparation and tax planning for individuals and business entities. He also works part-time for a tax audit defense company, representing taxpayers before all administrative levels of the IRS and state taxing agencies. Prior to forming his own tax practice in 2006, he worked as a tax specialist at H&R Block for seven years.

John holds a bachelor degree in Electrical Engineering from The University of New Haven and a Masters in Business Administration from The University of Phoenix, and is an Enrolled Agent and Certified Financial PlannerTM.

(Registration/Check-in 1:00 to 1:30 PM)
 
How to Make Tax Deposits & File a Return to Report Your Payroll Taxes
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
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Date & Time:December 7 2016, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS. Find out how to make tax deposits & file a return to report your payroll taxes.

John Rumbold of Rumbold Tax Advisory presents this workshop. John has worked as a tax preparer and advisor for fourteen years. Currently, he is a tax practitioner at Rumbold Tax Advisory, responsible for tax preparation and tax planning for individuals and business entities. He also works part-time for a tax audit defense company, representing taxpayers before all administrative levels of the IRS and state taxing agencies. Prior to forming his own tax practice in 2006, he worked as a tax specialist at H&R Block for seven years.

John holds a bachelor degree in Electrical Engineering from The University of New Haven and a Masters in Business Administration from The University of Phoenix, and is an Enrolled Agent and Certified Financial PlannerTM.

(Registration/Check-in 1:00 to 1:30 PM)
 
Costing, Pricing & Breakeven
Location:OC Hispanic Chamber of Commerce
2130 E 4th St., #160, Santa Ana 92705
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Date & Time:December 7 2016, Wednesday, from 6:00 PM to 9:00 PM
Cost:No Cost
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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 5:30 to 6:00 PM)
 
The Road to Business Credit!
Location:Webster University
32 Discovery, #250, Irvine 92618
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Date & Time:December 19 2016, Monday, from 10:30 AM to 1:30 PM
Cost:No Cost
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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 10:00 to 10:30 PM)
 
 
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