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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:


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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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)

Demystifying Financial Statements
Location:Orange Public Library
407 E. Chapman Ave., Orange 92866
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Date & Time:November 13 2017, Monday, from 6:00 PM to 8:45 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)

SBA Loans:
    What You Should Know Before You Apply
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
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Date & Time:December 5 2017, Tuesday, from 9:00 AM to Noon
Cost:$35 pre-register online; $45 at the door (cash or check only)
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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 8:30 to 9:00 AM)
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