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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:

  
February

 
Basics of Acccounting - The Language of Business
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:February 9 2016, 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)
 
Demystifying Financial Statements
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:February 16 2016, 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)
 
The Road to Business Credit!
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:February 23 2016, Tuesday, from 9:00 AM to Noon
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


Financial institutions place a different value on credit scores when considering an extension of business credit. Whether you’re seeking an SBA loan, trade line, lease, commercial loan, line of credit, revolving account, secured and unsecured loan and line, this is the workshop you should consider attending.

Access to credit with reasonable cost is vital to business success. Credit score is only one aspect in the approval process. However, scores will determine whether to be given credit, how much, and what at rate.

This workshop gives a comprehensive understanding of business and personal scores and reports. Attendee will leave equipped with useful information and tools on how to better manage and protect credit reputation and potential.

Nabil Captan presents this workshop. Nabil Captan is a nationally recognized credit-scoring expert, educator, writer, producer and trainer. He teaches credit profile management at various colleges and universities, as well as for real estate professionals, lenders, financial advisers, credit counselors and business owners. Nabil was nominated for the U.S. Small Business Administration's Financial Services Champion of the Year 2010.

(Registration/Check-in 8:30 to 9:00 AM)
 
Retirement Planning For Small Business Owners
Location:Tustin Branch - OC Public Library
345 E. Main Street, Tustin 92780
Click here to view map
Date & Time:February 25 2016, Thursday, from 5:30 PM to 8:30 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 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 5:00 to 5:30 PM)
 
 
  
March

 
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:March 1 2016, 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)
 
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:March 2 2016, 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.

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)
 
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:March 7 2016, 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)
 
Costing, Pricing & Breakeven
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:March 8 2016, 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)
 
Retirement Planning For Small Business Owners
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:March 17 2016, Thursday, 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)
 
SBA Loans When Your Bank Says No
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:March 29 2016, Tuesday, from 9:00 AM to Noon
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 “startups” and any business needing loans under $150K will also benefit from the information provided.

Stacey Sanchez is 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 nine 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 8:30 to 9:00 AM)
 
 
  
April

 
How to Set Up a Retirement Plan for You and Your Employees
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:April 4 2016, Monday, 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

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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