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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:

  
March

 
The Road to Business Credit!
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
Click here to view map
Date & Time:March 30 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


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 5:30 to 6:00 PM)
 
 
  
April

 
Buy/Sell & Valuation of a Business
Location:Brea Chamber of Commerce
1 Civic Center Circle, 2nd Floor, Brea 92821
Click here to view map
Date & Time:April 6 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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)
 
QuickBooks - Beyond Basics
Location:Chapman University
549 W. Palm, Orange 92868
Click here to view map
Date & Time:April 10 2017, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost Workshop; Fee for Parking
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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 2016 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 is an accomplished business owner, speaker, author, and an expert in the field of finance & small business development. CP holds advanced educational qualifications including Certifications in Accounting & Auditing, Certified QuickBooks Pro Advisor, Certified Cost & Associate Chartered Accountant, Masters in Business Administration (MBA), FISMA & ITAR Specialist, and is Certified as a Specialist in Sarbanes Oxley Compliance (CSOX) & Corporate Governance. CP’s recently published books on DCAA, including a step by step approach to ‘Make QuickBooks DCAA Compliant’ are value drivers for all Federal Contractors and SBIR awardees. He is a senior partner of CAK International, LLC, a Business Development firm providing solutions to business owners with Starting, Managing, and Developing successful companies.

(Registration/Check-in 5:30 to 6:00 PM)
 
Retirement Planning For Small Business Owners
Location:La Habra Community Center
101 W La Habra Blvd, El Camino Room, La Habra 90631
Click here to view map
Date & Time:April 12 2017, Wednesday, from 5:30 PM to 8:30 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 marketplace, 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 Masters 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 5:00 to 5:30 PM)
 
Costing, Pricing & Breakeven
Location:Yorba Linda Public Library
18181 Imperial Highway, Yorba Linda 92886
Click here to view map
Date & Time:April 13 2017, Thursday, from 6:00 PM to 8:30 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. 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)
 
Get a Handle on Your Business’s Money:
   10 Reasons You May Have Outgrown Your Basic Accounting Software
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:April 19 2017, Wednesday, from 6:00 PM to 9:00 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


Most small businesses start out using a basic Accounting solution. At some point though you've grown and your business has changed. Is that same solution still the right choice? In this workshop we'll be looking at common business challenges that small businesses face in managing their finances and how to know when they should be looking to upgrade.

This workshop is presented by Eddie Bader, Eric Klauss, Manish Bhardia and Bryan Iinuma.

Eddie Bader of Company Built started his technology career at the Disneyland Resort working on their SAP. He currently works with many different industries including nonprofits, healthcare providers, and department of defense contractors. Eddie is client-focused and works to develop solution-based IT recommendations that meet a client's needs.

Eric Klauss has over 20 years of experience selling, consulting and recommending business technology solutions, especially ERP & CRM as a customer, consultant and salesperson in the industry. He is also a Small Business Mentor with SCORE Orange County CA and serves as President of the International Association of Microsoft Channel Partners in Southern California.

Manish Bhardia has over 17 years of experience in technical architecture, project management, business process consulting, solutions development and service delivery. He has deployed server architecture for the Port Of Los Angeles, Titan AM, and Hyundai of North America. Manish is a member of the Board for International Association of Microsoft Partners and the Microsoft Community Connection team.

Brian Iinuma has over 25 years' I/T experience in Enterprise Resource Planning (ERP), payment processing, and direct marketing. He is the President and co-founder of Strategic Systems Group, Inc. (SSG), a provider of I/T services to small and mid-sized manufacturing and distribution companies. SSG's core competence is the implementation and support of ERP applications including Infor LN, Microsoft Dynamics, and SYSPRO. Mr. Iinuma is active in the Southern California chapter of International Association of Microsoft Channel Partners (IAMCP - SoCal) and the Microsoft Community Connections Program (MCC). Mr. Iinuma holds B.S. and MBA degrees from the University of California, Los Angeles.

(Registration/Check-in 5:30 to 6:00 PM)
 
An EZ Trip Through Your Financial Statements
Location:Orange Public Library
407 E. Chapman Ave., Orange 92866
Click here to view map
Date & Time:April 24 2017, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Want to know where financial statements come from and how to make them work for you? This workshop includes basic accounting principles and an interactive case study where you’ll learn how The Widget Company builds its Balance Sheet, Income Statement, Cash Flow and then uses Ratio Analysis to create a healthy, profitable business.

Bonnie Copeland of SCORE presents this workshop. Bonnie started her own retail ski shop at the age of nineteen, built it in five years to $1 million in sales, and then sold it in favor of a career as a stay-at-home mom. Within a year she had started a new home-based business selling custom portraits of children and pets through mail order and specialty shops. Five years later Bonnie sold this business, then earned her MBA and moved to Southern California to work as Project Financial Analyst for Hughes Aircraft and Project Manager for Shell Oil. Later, as a Financial Manager for the Disney Corporation, she worked on the construction of Thunder Mountain Railroad and managed financial affairs for Disney University and all of the Disney-owned stores at the park and hotels. For over eleven years she was Finance Manager for Digital Equipment Corporation, working directly with the Vice President of Sales to manage the financial aspects of a 600-person sales force. She was executive partner to several aerospace and banking firms. Bonnie wrote the strategic plan for a $50 million new venture. She now works part-time doing marketing, accounting, and financial planning for a small family-owned firm.

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

 
Basics of Acccounting - The Language of Business
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:May 2 2017, 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)
 
Demystifying Financial Statements
Location:OC Hispanic Chamber of Commerce
2130 E 4th St., #160, Santa Ana 92705
Click here to view map
Date & Time:May 3 2017, Wednesday, from 6:00 PM to 9:00 PM
Cost:No Cost
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 5:30 PM to 6:00 PM
 
Are You Ready To Exit? Business Succession Planning for Small Business Owners
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:May 10 2017, Wednesday, from 1:30 PM to 4:30 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


Planning for your future starts now. Succession planning, exit strategies and maximizing your value before retirement is worth taking time out of your busy day and will add to your peace of mind!

We invite you to attend a focused workshop to discuss the process and methods of monetizing the hard work and goodwill you have invested and built into your business. The workshop will address many of the issues you will need to know to make a smooth and successful transition, including:

• Action items prior to transfer or sale
• Various structural considerations
• Tax issues and planning
• Investment Planning for Income After the sale and beyond

This workshop is presented by Mandy Woo and Robert Corbin. Mandy is a Certified Financial Planner™ Practitioner and business owner herself. She has helped professionals, families and small business owners achieve their financial goals through customized, comprehensive, strategic financial planning for over 15 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.

Robert is a Senior Partner in the firm’s Tax & Accounting Services department and has over 23 years of experience in public accounting. He also serves on the firm’s Board of Directors. Robert focuses on business tax matters, including planning and compliance for their shareholders and families. Robert's practice includes consulting on transactional matters, mergers and acquisitions, exit planning, startups, structuring, state and local tax and wealth transfers among other needs for businesses and their shareholders.

(Registration/Check-in 1:00 to 1:30 PM)
 
Buy/Sell & Valuation of a Business
Location:Laguna Woods City Hall
24264 El Toro Rd., Council Chambers, Laguna Woods 92637
Click here to view map
Date & Time:May 11 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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)
 
The Road to Business Credit!
Location:Tustin Public Library
345 E. Main Street, Tustin 92780
Click here to view map
Date & Time:May 25 2017, Thursday, from 1:30 PM to 4:30 PM
Cost:No Cost
More Info:


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 1:00 to 1:30 PM)
 
 
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