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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:

  
September

 
Costing, Pricing & Breakeven
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
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Date & Time:September 28 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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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)
 
 
  
October

 
Basics of Acccounting - The Language of Business
Location:Brea Chamber of Commerce
1 Civic Center Circle, 2nd Floor, Brea 92821
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Date & Time:October 5 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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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 5:30 to 6:00 PM)
 
Buy/Sell & Valuation of a Business
Location:Newport Beach Public Library
1000 Avocado Avenue, Friends Room, Newport Beach 92660
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Date & Time:October 10 2017, Tuesday, from 6:00 PM to 8:45 PM
Cost:No Cost
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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)
 
Retirement Planning For Small Business Owners
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
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Date & Time:October 26 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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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. Mandy is a Certified Financial Planner (since 2005) and business owner herself (since 2011). She has helped many individuals, families and small business owners achieve their financial goals and preserve their wealth through customized, comprehensive, strategic financial planning for over 16 years. Mandy holds a Bachelor Degree in Investment Finances (in 2000) and a Master Degree in Taxation (in 2008). She also holds General Security, Insurance, and Investment Advisor licenses.

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

 
Demystifying Financial Statements
Location:Clifton C. Miller Community Center
300 Centennial Way, Tustin 92780
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Date & Time:November 13 2017, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost
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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 to 6:00 PM)
 
An EZ Trip Through Your Financial Statements
Location:Garden Grove Community Center
11300 Stanford Ave., Room B, Garden Grove 92840
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Date & Time:November 28 2017, Tuesday, from 6:00 PM to 9:00 PM
Cost:No Cost
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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)
 
 
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