SCORE Orange CountySCORE
SCORE
SCOREA Network of Business Knowledge and Experience

Follow Us:
  
  
  







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

 
Ready to Exit? Succession Planning for Small Business Owners
Location:Clifton C. Miller Community Center
300 Centennial Way, Tustin 92780
Click here to view map
Date & Time:June 21 2018, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


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
Click here to view map
Date & Time:July 10 2018, Tuesday, from 5:30 PM to 8:30 PM
Cost:No Cost
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 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
Click here to view map
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)
 
Business Retirement Plan Establishment Guidelines for Small Business Owners
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:July 19 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)
 
 
Privacy Policy & Disclaimer