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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:


Are You Ready To Exit? Business Succession Planning for Small Business Owners
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
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Date & Time:February 22 2018, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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Planning for your future starts now. Succession planning, exit strategies and maximizing your value before retirement is worth taking time out of your busy day and will add to your peace of mind!

We invite you to attend a focused workshop to discuss the process and methods of monetizing the hard work and goodwill you have invested and built into your business. The workshop will address many of the issues you will need to know to make a smooth and successful transition, including:

• Action items prior to transfer or sale
• Various structural considerations
• Tax issues and planning
• Investment Planning for Income After the sale and beyond

Mandy Woo and Robert Corbin present this workshop.

Mandy is a Certified Financial Planner™ Practitioner and business owner herself. She has helped professionals, families and small business owners achieve their financial goals through customized, comprehensive, strategic financial planning for over 15 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.

Robert is a Senior Partner in the firm’s Tax & Accounting Services department and has over 23 years of experience in public accounting. He also serves on the firm’s Board of Directors. Robert focuses on business tax matters, including planning and compliance for their shareholders and families. Robert's practice includes consulting on transactional matters, mergers and acquisitions, exit planning, startups, structuring, state and local tax and wealth transfers among other needs for businesses and their shareholders.

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

Basics of Acccounting - The Language of Business
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:March 8 2018, 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)
SBA Loans:
    What You Should Know Before You Apply
Location:Laguna Woods City Hall
24264 El Toro Rd., Council Chambers, Laguna Woods 92637
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Date & Time:March 8 2018, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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 “startups” and any business needing loans under $300K will also benefit from the information provided.

This workshop is presented by Stacey Sanchez, a Senior Community Loan Officer with CDC Small Business Finance. CDC Small Business is a SBA 504 lender, SBA 7(a) lender, and micro lender. She acts as a liaison for the financing and technical assistance needs of small businesses in Orange, Riverside, and San Bernardino Counties. CDC also administers a banker’s loan consortium Community Development Financial Institution (CDFI) and is the first SBA 7 (a) Community Advantage Lender in California. Her goal is to find the resources and financing options that best meet the needs of the client.

Ms. Sanchez has been with CDC Small Business Finance for thirteen years and has been working with small business owners for over 25 years. She started her career with a family owned business and spent 10 years helping them grow from 6 locations to 60. Ms. Sanchez has worked as a consultant for several Small Business Development Centers, a Minority Small Business Development Center, and a SBA consulting company. Most recently she was with the U.S. Small Business Administration Santa Ana District Office for five years, as the Lead Economic Development Specialist and Public Information Officer.

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