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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

 
Are You Ready To Exit? Succession Planning For Baby Boomer Business Owners
Location:Los Alamitos Branch - OC Public Library
12700 Montecito, Seal Beach 90740
Click here to view map
Date & Time:April 20 2015, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


OWN A BUSINESS? THINKING ABOUT SUCCESSION PLANNING AND RETIREMENT? CONCERNED ABOUT TAX CONSEQUENCES?

Waiting until “late in the game” is not a good idea. On the other hand, planning ahead may lead to a better return for those years of hard work you have invested in your business. This workshop will answer many of the questions you may now have.

Small business owners generally are so busy working in their business they seldom set aside time to work on their business. When they do reach the point of thinking about succession planning or simply selling and retiring the end result they see may not meet their expectations or what they had hoped for when they started their business.

There are questions that need to be asked and answered;

• What will my business be worth when I reach the point of retirement?
• How will I handle the transition?
• How will my exit strategy affect my taxes?
• How should I invest for the future?

During this workshop we’ll talk about all of these things and many others.

Mandy Woo of SCORE presents this workshop.

Mandy is a Certified Financial Planner and business owner herself. She has helped individuals, families and small business owners achieve their financial goals through customized, comprehensive, strategic financial planning for over 13 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.

(Registration/Check-in 5:30 to 6:00 PM)
 
Basics of Acccounting - The Language of Business
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:April 28 2015, 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)
 
 
  
May

 
What You Need To Know About Federal Taxes When Hiring Employees Or Contractors
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:May 4 2015, Monday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS discussing your responsibilities as an employer or as one who pays others for services in the course of your trade or business. Whether you're handling this yourself or paying someone else to do it, you need to know your responsibilities.

Learn about the differences between an employee and an independent contractor; how to determine eligibility to work legally in the United States; the importance of the Form W-4 and the employer's responsibility regarding withholding; how to verify work names and Social Security numbers; the purpose of the state new hire registry; the process for filing Form W-2; your obligations to notify employees about the Earned Income Tax Credit; the role of Individual Taxpayer Identification Numbers; and finally, the process for enrolling in and using the Filing Information Returns Electronically system, also known as FIRE.

Antonio Alvarez EA presents this workshop. Tony has been a tax professional for over 29 years. He opened his own tax practice in 2001, earning his Enrolled Agent status in 2006. His firm specializes in assisting small business tax clients in all aspects of tax preparation, bookkeeping, payroll and audit representation. He recently completed the National Tax Practice Institute and achieved his designation as Fellow.

(Registration/Check-in 1:00 to 1:30 PM)
 
What Your Funds Provider Wants to Know
Location:Anaheim Gordon Hoyt Conference Center
201 S. Anaheim Blvd., 2nd Floor, Anaheim West Tower, Anaheim 92805
Click here to view map
Date & Time:May 5 2015, Tuesday, from 6:00 PM to 9:00 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


Have you ever been wondering how to prepare a loan request or been turned down for a bank loan and wondered why? Have you wondered whether there are alternatives to traditional bank funding?

This workshop will give you the information banks, investors and other funds providers use to evaluate funding requests. It will also alert you to emerging alternatives to traditional bank financing enabling you to use all available options to increase the likelihood of getting funded.

This workshop is primarily intended for “in business” clients, particularly those needing larger amounts of funding, but “start ups” and any business needing loans under $150K will also benefit from the information provided.

John Seelinger of SCORE presents this workshop. John has more than 30 years of banking experience (Trust Co of NJ, Midlantic Nat'l Bank, Chase Manhattan Bank) and commercial trading (Asian, African, Middle Eastern and European) experience. He currently is Chairman of SCORE’s Client Finance Committee, assisting clients with their approach to lenders.

(Registration/Check-in 5:30 to 6:00 PM)
 
What You Need To Know About Federal Taxes When Hiring Employees Or Contractors
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:May 6 2015, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS discussing your responsibilities as an employer or as one who pays others for services in the course of your trade or business. Whether you're handling this yourself or paying someone else to do it, you need to know your responsibilities.

Learn about the differences between an employee and an independent contractor; how to determine eligibility to work legally in the United States; the importance of the Form W-4 and the employer's responsibility regarding withholding; how to verify work names and Social Security numbers; the purpose of the state new hire registry; the process for filing Form W-2; your obligations to notify employees about the Earned Income Tax Credit; the role of Individual Taxpayer Identification Numbers; and finally, the process for enrolling in and using the Filing Information Returns Electronically system, also known as FIRE.

Antonio Alvarez EA presents this workshop. Tony has been a tax professional for over 29 years. He opened his own tax practice in 2001, earning his Enrolled Agent status in 2006. His firm specializes in assisting small business tax clients in all aspects of tax preparation, bookkeeping, payroll and audit representation. He recently completed the National Tax Practice Institute and achieved his designation as Fellow.

(Registration/Check-in 1:00 to 1:30 PM)
 
Retirement Planning For Small Business Owners
Location:Los Alamitos Branch - OC Public Library
12700 Montecito, Seal Beach 90740
Click here to view map
Date & Time:May 11 2015, Monday, from 6:00 PM to 9:00 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 market place, 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 Master 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 5:30 to 6:00 PM)
 
Build a Great Credit Score to Get that Loan!
Location:Rancho Santa Margarita - OC Public Library
30902 La Promesa, Rancho Santa Margarita 92688
Click here to view map
Date & Time:May 12 2015, Tuesday, from 6:00 PM to 8:45 PM
Cost:No Cost
More Info:


Whether it’s a personal loan, business loan or any kind of credit, your credit score is an important deciding factor. A better credit score could save you thousands of dollars in interest cost! The goal of the seminar is to dispel all the misinformation on the subject of credit. The workshop will equip the attendees with accurate and reliable information to help them make better financial decisions when obtaining an SBA loan, and all type of credit. Furthermore, attendees will leave the presentation understanding how to build, improve, and maintain a perfect credit scores to better manage and protect their credit reputation and potential.

Nabil Captan presents this workshop. Nabil is a nationally recognized credit-scoring expert, educator and certified Department of Real Estate instructor on the subject of credit. Nabil attended San Diego State University majoring in cost accountancy, and has been involved in the world of finance for 31 years. He’s also a Center Stage Speaker for Wells Fargo. Nabil has been nominated to receive the U.S. Small Business’ “Financial Services Champion for the year 2010”.

(Registration/Check-in 5:30 to 6:00 PM)
 
Buy/Sell & Valuation of a Business
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:May 26 2015, Tuesday, from 9:00 AM to Noon
Cost:$35 pre-register online; $45 at the door (cash or check only)
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 8:30 to 9:00 AM)
 
How To Be A Social Media Marketing Rock Star
Location:Tustin Branch - OC Public Library
345 E. Main Street, Tustin 92780
Click here to view map
Date & Time:May 28 2015, Thursday, from 5:30 PM to 8:30 PM
Cost:No Cost
More Info:


You can be a Social Media Marketing Rock Star. Rock Stars have fans who love them. Devoted fans promote a rock star's music, buy their concert tickets and recommend them to friends. On Social Media you can promote your message, sell your products and get more fans; just like a Rock Star. [You can have customers who love your product.] This workshop shows you how to be a Social Media Marketing Rock Star! Attendees will learn:
• How to connect with celebrities and build a fan base on Social Media
• Why a fan-base is a powerful marketing engine
• How to promote and sell to fans who love you
• How to get your fans to get you more fans
• How to love back your fans

Mark Mikelat, the presenter for this workshop and a business growth consultant, has extensive experience in social media and email marketing. He has successfully presented to corporations all throughout the world. Some of his email-marketing clients have included Microsoft, Coach Luxury Brands, Hewlett Packard and the World Wildlife Fund. His humorous programs are jam-packed with actionable and practical advice that business leaders can put into action immediately to grow their businesses. He is the author of multiple books.

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

 
Demystifying Financial Statements
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:June 2 2015, Tuesday, from 9:00 AM to Noon
Cost: $35 pre-register online; $45 at the door (cash or check only)
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 8:30 to 9:00 AM)
 
What Your Funds Provider Wants to Know
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:June 10 2015, Wednesday, from 1:30 PM to 4:30 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


Have you ever been wondering how to prepare a loan request or been turned down for a bank loan and wondered why? Have you wondered whether there are alternatives to traditional bank funding?

This workshop will give you the information banks, investors and other funds providers use to evaluate funding requests. It will also alert you to emerging alternatives to traditional bank financing enabling you to use all available options to increase the likelihood of getting funded.

This workshop is primarily intended for “in business” clients, particularly those needing larger amounts of funding, but “start ups” and any business needing loans under $150K will also benefit from the information provided.

John Seelinger of SCORE presents this workshop. John has more than 30 years of banking experience (Trust Co of NJ, Midlantic Nat'l Bank, Chase Manhattan Bank) and commercial trading (Asian, African, Middle Eastern and European) experience. He currently is Chairman of SCORE’s Client Finance Committee, assisting clients with their approach to lenders.

(Registration/Check-in 1:00 to 1:30 PM)
 
Basics of Acccounting - The Language of Business
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:June 16 2015, 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)
 
Build a Great Credit Score to Get that Loan!
Location:Fullerton Public Library-Hunt Branch
201 S. Basque Ave., Fullerton 92833
Click here to view map
Date & Time:June 18 2015, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Whether it’s a personal loan, business loan or any kind of credit, your credit score is an important deciding factor. A better credit score could save you thousands of dollars in interest cost! The goal of the seminar is to dispel all the misinformation on the subject of credit. The workshop will equip the attendees with accurate and reliable information to help them make better financial decisions when obtaining an SBA loan, and all type of credit. Furthermore, attendees will leave the presentation understanding how to build, improve, and maintain a perfect credit scores to better manage and protect their credit reputation and potential.

Nabil Captan presents this workshop. Nabil is a nationally recognized credit-scoring expert, educator and certified Department of Real Estate instructor on the subject of credit. Nabil attended San Diego State University majoring in cost accountancy, and has been involved in the world of finance for 31 years. He’s also a Center Stage Speaker for Wells Fargo. Nabil has been nominated to receive the U.S. Small Business’ “Financial Services Champion for the year 2010”.

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