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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

 
Get a Handle on Your Business’s Money:
   10 Reasons You May Have Outgrown Your Basic Accounting Software
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:June 22 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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 25 years experience selling, consulting and recommending Technology solutions as a customer, consultant and salesperson in the industry. Today he provides his expertise to PartnerSource Solutions customers, where he is a Partner. Eric also currently serves President of the Southern California chapter of International Association of Microsoft Channel Partners.

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 PM to 6:00 PM
 
Buy-Sell a Business – What You Need to Know
Location:Laguna Niguel City Hall
30111 Crown Valley Parkway, Community Room, Laguna Niguel 92677
Click here to view map
Date & Time:June 29 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Check in at 5:30. A light Dinner from Corner Bakery will be provided to the first 50 to arrive.

Buying or Selling a business is a major decision and needs appropriate preparations and due diligence. It can take up to 2 years to make the right decision.

In this workshop we will answer to the following questions:

• What is the process of buying or selling a business?

• How to accelerate the process?

• What do I need to do?

• What do I have to look at?

• How can I be sure this is the right decision?

• What is the right valuation?

• How to deal with the broker?

About the Presenter:

Marc Pakbaz

Marc is a serial entrepreneur and a business mentor with an abundance of international experience. He owned and sold 2 companies. In his 30 year career he has helped more than 200 entrepreneurs buy, start, grow and sell their companies. He is a frequent guest speaker and lecturer. Recently, he served as Guest speaker at the University of California, Irvine (UCI) and California State University, Fullerton.
 
 
  
July

 
Buy-Sell a Business – What You Need to Know
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:July 12 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:


Buying or Selling a business is a major decision and needs appropriate preparations and due diligence. It can take up to 2 years to make the right decision.

In this workshop we will answer to the following questions:

• What is the process of buying or selling a business?
• How to accelerate the process?
• What do I need to do?
• What do I have to look at?
• How can I be sure this is the right decision?
• What is the right valuation?
• How to deal with the broker?

Marc Pakbaz of SCORE presents this workshop. Marc is a serial entrepreneur and a business mentor with an abundance of international experience. He owned and sold 2 companies. In his 30 year career he has helped more than 200 entrepreneurs buy, start, grow and sell their companies. He is a frequent guest speaker and lecturer. Recently, he served as Guest speaker at the University of California, Irvine (UCI) and California State University, Fullerton.

(Registration/Check-in 1:00 to 1:30 PM)
 
Retirement Planning For Small Business Owners
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:July 27 2017, Thursday, from 10:30 AM to 1:30 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 10:00 to 10:30 PM)
 
 
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