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SCOREA Network of Business Knowledge and Experience

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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:

  
June

 
Costing, Pricing & Breakeven
Location:Rancho Santa Margarita Bell Tower Regional Community Ctr.
22232 El Paseo, Rancho Santa Margarita 92688
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Date & Time:June 12 2018, Tuesday, 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.

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)
 
Develop a Winning Business Plan
Location:Webster University
32 Discovery, #250, Irvine 92618
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Date & Time:June 18 2018, Monday, from 10:30 AM to 1:30 PM
Cost:No Cost
More Info:


A Business Plan is an important document for raising start-up capital, helping you to monitor progress and achieving your goals. When done correctly, it is a "living" document and tool that will help you manage the business beyond start-up. We will help you prepare a realistic plan that will document your vision, goals and strategy. No business should be started or maintained without a Plan. The key is an understanding of what should be included and how to capture the reader's interest in a concise but interesting way. Having a difficult time with the financial section? Your presenter will help you understand the three financial statements and how they relate to risk and performance. He will take the mystery out of forecasting.

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)
 
Ready to Exit? Succession Planning for Small Business Owners
Location:Clifton C. Miller Community Center
300 Centennial Way, Tustin 92780
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Date & Time:June 21 2018, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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Planning for your exit starts now. This workshop will discuss the process, methods of monetizing your sweat equity and good will you have built and invested over the years.
The workshop will address the issues you need to know to make a successful transition including:

• Action items prior the sale or transition
• Assets vs. Stock sales; Business Broker vs. Investment Banker
• ESOP (Employee Stock Ownership Plan )
• Tax, Legal and Financial issues and planning
• Due Diligence
• Investment planning for Income after the sale

Robert Corbin, CPA, MST, CM&AA and Mandy Woo, CFP ®, MST present this workshop. Robert is a senior Partner with the Windes. and has over 23-year experience in public accounting. Robert is specialized in business tax planning, business transactional matters like mergers and acquisitions, exit planning, startups, structuring, and SALT.

Mandy Woo, is certified financial planner and franchisee owner/advisor with 17-year experience in financial planning and wealth management. She works closely with CPAs, Estate Planning attorneys to help SBOs transfer and preserve wealth. Mandy has been a SCORE Volunteer since 2006.

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

 
Basics of Acccounting - The Language of Business
Location:La Habra Community Center
101 W La Habra Blvd, El Camino Room, La Habra 90631
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Date & Time:July 10 2018, Tuesday, from 5:30 PM to 8:30 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 and performance 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 5:00 to 5:30 PM)
 
Business Retirement Plan Establishment Guidelines for Small Business Owners
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:July 12 2018, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


This workshop is to help small business owners design and set up the proper business retirement plans for themselves and their employees to achieve retirement saving goals. This can be part of your benefit packages you can offer to attract, retain your key employees and be compatible among your peers.

You will learn or check in the following areas:
1. General concepts for retirement planning
2. Type of IRAs business can set up
3. Type of defined contribution plans like 401k and 403b, profit sharing, safe harbor and solo 401k, etc.
4. Type of Defined benefit plan like: cash balance pension plan

Mandy Woo is the presenter of this workshop. She has been a SCORE volunteer since 2006. Mandy, herself is a business owner, certified financial planner and educator. She has extensive years of experience in wealth preservation as well as strategic retirement, financial and tax planning for high net worth individuals, families and business owner since 2001. Mandy was educated in US and China.

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