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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:

  
April

 
Accounts Receivable Management Tips & Techniques
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
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Date & Time:April 26 2018, Thursday, from 6:00 PM to 8:00 PM
Cost:No Cost
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Debt does not get better with age

In this workshop you will learn about practical tools, tips, techniques and resources to better manage and streamline the Accounts Receivable – Collection Process to improve the bottom line. Get an overview of simple proactive ways to accelerate receivables and reduce bad debt.

You will learn about;
• A/R Management Software
• Payment Policies
• Accounts Receivable Aging Reporting
• Customer/Client Communication
• Collection calls & Letters
• Fair Debt Collection Practices Act (FDCPA)


Lynne Izzo is a Debt Collection Consultant, and has over 30 years in the debt collection and legal industries services. In her career she has provided support in professional debt collection, accounts receivable management services & consulting dedicated to reducing bad debt and slow receivables in a timely manner.

Her experience covers all facets of a successful collection process implemented across diverse industries. She has identified and resolved complex challenges through effective utilization of resources and relationship building efforts.

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

 
An EZ Trip Through Your Financial Statements
Location:Bellflower City Hall
16600 Civic Center Drive, Bellflower 90706
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Date & Time:May 1 2018, Tuesday, from 6:00 PM to 9:00 PM
Cost:No Cost
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Want to know where financial statements come from and how to make them work for you? This workshop teaches basic accounting principles using an interactive case study. You’ll learn how The Widget Company uses its first quarter in business’ transactions to build a Balance Sheet, Income Statement, and Cash Flow!

What You Will Learn:
• The differences between a Balance Sheet, an Income Statement and a Statement of Cash Flow
• Where they come from
• How financial people will read yours!
• How credit and debt affect financial statements
• Pricing for profit

Bonnie Copeland, SCORE mentor, presents this workshop. Bonnie started and managed her own ski, arts-and-crafts and consulting businesses, worked for companies like Shell Oil and Disney, and helped hundreds of entrepreneurs with her common sense approach to business start-up and expansion. Although Bonnie has expertise in all aspects of small business operation, her emphasis is on planning, accounting and finance.

(Registration/Check-in 5:30 to 6:00 PM)
 
Buy/Sell & Valuation of a Business
Location:Brea Chamber of Commerce
1 Civic Center Circle, 2nd Floor, Brea 92821
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Date & Time:May 3 2018, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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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. 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. Learn what makes up “value” and the steps required to maximize business valuation. As a buyer, you will learn what steps you can take to determine the “right price”.

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)
 
Do’s and Don’t’s of SBA Financing – Tips to Know Before You Apply
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
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Date & Time:May 9 2018, Wednesday, from 1:30 PM to 4:30 PM
Cost:No Cost
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This workshop will clarify the lending options available to small businesses. Increase the likelihood of obtaining funding for your project by knowing the best way to present your request and choose a lender. Whether you have been in business for a long time, are just getting started, or are considering purchasing an existing business this workshop has something for you.
• What not to say to your lender
• How to find the right lender for your project
• How to get ready for the application
• Know your rights as a borrower
• Learn key financial terms

Stacey Sanchez, Senior Loan Officer with CDC Small Business Finance, is a 20-year veteran of SBA lending. SBA Financial Services Champion of the Year 2014, Latina of Influence 2017, and Community Advantage Lender of the Year 2017, Stacey has created significant contributions for economic development in and around Orange County over the last 15 years.

(Registration/Check-in 1:00 to 1:30 PM)
 
Demystifying Financial Statements
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:May 10 2018, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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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. You will learn how to calculate the most important performance ratios and 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 5:30 to 6:00 PM)
 
Introduction to Using QuickBooks Desktop
Location:Orange Public Library
407 E. Chapman Ave., Orange 92866
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Date & Time:May 21 2018, Monday, from 6:00 PM to 8:45 PM
Cost:No Cost
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New unique workshop format presented by a Tax Professional.

Content is based on your questions. People will learn based on their personal information that they can relate to.

You will learn:
• Get your tax questions answered in open forum
• Come with questions for your personal taxes and business
• Changes to the new tax law that may affect you

This workshop is presented by Donna L. Stern, a CPA located in Newport Beach. She is a graduate of USC. The firm has been in business since 1985. Services include Tax preparation, accounting and we offer one on one classes to learn Quickbooks. The firm strives to offer personal service to help small businesses succeed and individuals pay as little tax as possible.

(Registration/Check-in 5:30 to 6:00 PM)
 
Develop a Winning Business Plan
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:May 24 2018, Thursday, from 10:30 AM to 1:30 PM
Cost:No Cost
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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)
 
 
  
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
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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.

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)
 
 
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