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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:

  
July

 
Buy/Sell & Valuation of a Business
Location:Anaheim Gordon Hoyt Conference Center
201 S. Anaheim Blvd., 2nd Floor, Anaheim West Tower, Anaheim 92805
Click here to view map
Date & Time:July 7 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:


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)
 
Costing, Pricing & Breakeven
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:July 14 2015, Tuesday, from 9:00 AM to Noon
Cost: $35 pre-register online; $45 at the door (cash or check only)
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 8:30 to 9:00 AM)
 
How to Set Up a Retirement Plan for You and Your Employees
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:July 15 2015, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


This presentation is about doing something great for yourself and your employees, setting up and maintaining a retirement plan. We'll be looking at two retirement plans that are easy to operate and have significant tax advantages, SEP and SIMPLE IRA plans both hold participants' retirement assets in traditional IRAs. You fund SEPs with employer contributions. SIMPLE IRA plans provide for both employer and employee contributions.
Learn about:
• Reasons for adopting a retirement plan now. You'll learn about two types of retirement plans
• SEPs and SIMPLE IRA plans, which are tailor-made for business owners like you
• Where to go for retirement plan information provided by the IRS

Anthony Sykes presents this workshop. He is an Enrolled Agent who has been in the tax, accounting and consulting field for over 35 years.

He started his career with the Internal Revenue Service in accounting then became a Revenue Agent. This gave him tax and research experience in many industries. He then moved on and worked for several Fortune 500 companies in accounting and management positions. His last position was with Commerce Clearing House where he was the federal analyst for one of the business tax products and a technical advisor to the customers who used the product.

Anthony started his business in 1988 where he offers tax, bookkeeping services and consulting. He has experience in industries such as retail, wholesale distribution, trucking, restaurant, construction, software, and manufacturing. Anthony co-presents payroll tax workshops with the Employment Development Department and presents tax workshops with the approval of the Internal Revenue Service.

(Registration/Check-in 1:00 to 1:30 PM)
 
Retirement Planning For Small Business Owners
Location:Newport Beach Public Library
1000 Avocado Avenue, Friends Room, Newport Beach 92660
Click here to view map
Date & Time:July 15 2015, Wednesday, from 6:00 PM to 8:45 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:Tustin Branch - OC Public Library
345 E. Main Street, Tustin 92780
Click here to view map
Date & Time:July 23 2015, Thursday, from 5:30 PM to 8:30 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 5:00 to 5:30 PM)
 
Demystifying Financial Statements
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:July 28 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)
 
 
  
August

 
How To Manage Payroll So You Withhold The Correct Amount From Employees AND How To Make Tax Deposits & File A Return To Report Your Payroll Taxes
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:August 3 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. Find out the employers responsibilities to identify wages that are subject to employment taxes, the difference between an accountable plan and a non-accountable plan and how to calculate your payroll taxes using the appropriate method. Employment tax rules for wages and other types of compensation will also be discussed.

The second segment covers the employer’s responsibilities for depositing taxes and filing a return to report payroll taxes. Learn the federal tax deposit process, deposit requirements & penalties, how to file Form 941, Employer’s Quarterly Federal Tax Return.

Joni K. Terens, President of Accurate Bookkeeping & Tax Service Inc presents this workshop. Joni’s’ responsibilities include tax preparation and tax planning for individuals and businesses. As an enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee, and CSEA Education Foundation as a trustee.

(Registration/Check-in 1:00 to 1:30 PM)
 
How To Manage Payroll So You Withhold The Correct Amount From Employees AND How To Make Tax Deposits & File A Return To Report Your Payroll Taxes
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:August 5 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. Find out the employers responsibilities to identify wages that are subject to employment taxes, the difference between an accountable plan and a non-accountable plan and how to calculate your payroll taxes using the appropriate method. Employment tax rules for wages and other types of compensation will also be discussed.

The second segment covers the employer’s responsibilities for depositing taxes and filing a return to report payroll taxes. Learn the federal tax deposit process, deposit requirements & penalties, how to file Form 941, Employer’s Quarterly Federal Tax Return.

Joni K. Terens, President of Accurate Bookkeeping & Tax Service Inc presents this workshop. Joni’s’ responsibilities include tax preparation and tax planning for individuals and businesses. As an enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee, and CSEA Education Foundation as a trustee.

(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:August 18 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)
 
An Easy Trip Through Your Financial Statements
Location:Westminster Branch, OC Public Library
8180 13th St., Community Room, Westminster 92683
Click here to view map
Date & Time:August 18 2015, Tuesday, from 5:30 PM to 8:30 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 5:00 to 5:30 PM)
 
Are You Ready To Exit? Succession Planning For Baby Boomer Business Owners
Location:Tustin Branch - OC Public Library
345 E. Main Street, Tustin 92780
Click here to view map
Date & Time:August 27 2015, Thursday, from 5:30 PM to 8:30 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 and Joseph Emanuele of Emanuele Evaluations present 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.

Joseph is a Certified Public Accountant, he owns a boutique business valuation firm specializing in valuations for financial reporting, mergers and acquisitions and estate taxes. He also maintains a number of other professional designations including Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF), both issued by the American Institute of Certified Public Accountants.

(Registration/Check-in 5:00 to 5:30 PM)
 
Build a Great Credit Score to Get that Loan!
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
Click here to view map
Date & Time:August 27 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)
 
 
  
September

 
What You Need To Know About Schedule C & Other Small Business Taxes & Tax Forms
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:September 2 2015, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


You are invited to attend a free Small Business Tax presentation by an enrolled agent who is speaking on behalf of the IRS.

What we will cover:

• An overview of Form 1040, Schedule C, Profit or Loss From Business
• Learn how to calculate gross profit and gross income
• Learn how to identify and deduct expenses
• Learn how to calculate net profit or loss.

We will also discuss how to determine whether the Form 1040, Schedule C EZ, Net Profit from Business, should be filed instead of the Schedule C as well as some areas on Form 1040, US Individual Income Tax Return, which may be of interest to small business owners.

Joni K. Terens, President of Accurate Bookkeeping & Tax Service Inc presents this workshop. Joni’s’ responsibilities include tax preparation and tax planning for individuals and businesses. As an enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee, and CSEA Education Foundation as a trustee.

(Registration/Check-in 1:00 to 1:30 PM)
 
What You Need To Know About Schedule C & Other Small Business Taxes & Tax Forms
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:September 14 2015, Monday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


You are invited to attend a free Small Business Tax presentation by an enrolled agent who is speaking on behalf of the IRS.

What we will cover:

• An overview of Form 1040, Schedule C, Profit or Loss From Business
• Learn how to calculate gross profit and gross income
• Learn how to identify and deduct expenses
• Learn how to calculate net profit or loss.

We will also discuss how to determine whether the Form 1040, Schedule C EZ, Net Profit from Business, should be filed instead of the Schedule C as well as some areas on Form 1040, US Individual Income Tax Return, which may be of interest to small business owners.

John Rumbold of Rumbold Tax Advisory presents this workshop. John has worked as a tax preparer and advisor for fourteen years. Currently, he is a tax practitioner at Rumbold Tax Advisory, responsible for tax preparation and tax planning for individuals and business entities. He also works part-time for a tax audit defense company, representing taxpayers before all administrative levels of the IRS and state taxing agencies. Prior to forming his own tax practice in 2006, he worked as a tax specialist at H&R Block for seven years.

John holds a bachelor degree in Electrical Engineering from The University of New Haven and a Masters in Business Administration from The University of Phoenix, and is an Enrolled Agent and Certified Financial PlannerTM.

(Registration/Check-in 1:00 to 1:30 PM)
 
 
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