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SCORE is a resource partner with the SBA
  Workshops - Special Topics
 
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:

  
May

 
What You Need To Know When You Run Your Business Out Of Your Home
Location:Huntington Beach Public Library
7111 Talbert Ave, Talbert Room, Huntington Beach 92648
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Date & Time:May 26 2015, Tuesday, from 10:00 AM to 11:30 AM
Cost:No Cost
More Info:


Find out what you need to know when you run your business out of your home! Hear from the IRS. Find out what you need to know to take the office-in-the-home deduction including how to qualify, how to determine business percentage, which types of expenses to include, and how to include them.

Dan Breece presents this workshop. Dan is a Stakeholder Liaison for Communications and Stakeholder Outreach, has worked for the IRS for 27 years. His career has taken him through various positions such as Tax Examiner, Revenue Officer, Collection Group Manager, a Recruiter, an EEO Counselor, an EEO Investigator, and Instructor in both the classroom and field. In Dan’s current position, he works as liaison with several local practitioner groups and various industries, as well as conducts workshop’s and other public speaking requests.

(Registration/Check-in 930 to 10:00 AM
 
Cybercrime:
    How Much Would It Cost You If Your Business Succumbed To A Virus?
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:May 28 2015, Thursday, from 10:00 AM to 1:00 PM
Cost:No Cost
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40% of all cybercrime is happening to small businesses. 60% of all businesses close after a cyber-attack. This workshop will cover specific kinds of cyber-crime, the 8 Steps to secure your network and what steps you need to take to mitigate loss of data. If you process credit card transactions, you need to attend. PCI Compliance will be covered.

Sherman Crancer & Eric Klauss present this workshop.

Sherman Crancer is the President of IPBidders.com. His company is a fully managed IT services provider. Sherman started his company in 2011 and provides IT Services nationwide. Previously, as a National V.P, he supervised the deployment of complex network services and security for companies such as Oracle, Google, Xerox and U-Haul. He brings a big business perspective to Small-Medium sized businesses. Sherman’s company is sponsored by Microsoft as a Premier Partner, SBA.gov as an advisor, and SCORE as a guest speaker.

Eric Klauss has over 20 year experience selling, consulting and recommending ERP & CRM solutions as a customer, consultant and salesperson in the industry. Today he provides his expertise to Bond Consulting Services customers, where he is Sales & Marketing Manager, as well as a SCORE Mentor to business clients in Southern California. Eric currently serves on the Board of Directors of the Southern California chapter of International Association of Microsoft Channel Partners and is the Chairperson for the Microsoft Community Connections Committee.

(Registration/Check-in 9:30 to 10:00 AM)
 
CANCELLED: Minority/Women/Disadvantaged Business Certification for Government Contracting Advantages
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
Date & Time:May 28 2015, Thursday, from 6:00 PM to 9:00 PM
 
 
  
June

 
Hiring People Who Live In The U.S. But Are Not U.S. Citizens
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:June 1 2015, Monday, from 1:30 PM to 3:00 PM
Cost:No Cost
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You are invited to attend a free Small Business Tax presentation by an enrolled agent who is speaking on behalf of the IRS.

Learn how to:

• Verify an employee's identity and status with proper documentation;
• Withhold federal taxes at the proper withholding or treaty rate;
• Deposit and pay the tax withheld properly; and
• File accurately and timely the withholding tax returns

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)
 
Hiring People Who Live In The U.S. But Are Not U.S. Citizens
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
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Date & Time:June 3 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.

Learn how to:

• Verify an employee's identity and status with proper documentation;
• Withhold federal taxes at the proper withholding or treaty rate;
• Deposit and pay the tax withheld properly; and
• File accurately and timely the withholding tax returns

Antonio Alvarez EA presents this workshop. Tony has been a tax professional for over 29 years. He opened his own tax practice in 2001, earning his Enrolled Agent status in 2006. His firm specializes in assisting small business tax clients in all aspects of tax preparation, bookkeeping, payroll and audit representation. He recently completed the National Tax Practice Institute and achieved his designation as Fellow.

(Registration/Check-in 1:00 to 1:30 PM)
 
Common Legal Questions for Start-up Businesses
Location:Capo Beach Church
25975 Domingo Avenue, Dana Point 92624
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Date & Time:June 3 2015, Wednesday, from 6:00 PM to 9:00 PM
Cost:No Cost
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New business owners often have questions regarding the formalities required to get their business off the ground. This seminar assists the small business owner in determining the best legal structure for their business. In addition, the seminar addresses the common types of contracts small business owners encounter and provides attendees with tips for entering contracts. Finally, the seminar will also touch on protecting the intellectual property of a small business.

Matthew A. Reynolds graduated Summa Cum Laude from Youngstown State University and Cum Laude from Pepperdine University. Matt is a successful litigator over a broad spectrum of cases, including legal malpractice, product liability, toxic torts, personal injury, catastrophic injury, fraud, wrongful death, contracts, trademarks, business, insurance and construction. Today he specializes in performance contracting, energy, construction, and fraud, as well as business litigation. He represents both Plaintiffs and Defendants. Last year, Mr. Reynolds, in coordination with other attorneys, recovered $7,285,000 on behalf of Plaintiff clients. On the Defense side, in 2009, Mr. Reynolds wrote a single motion wherein the Court dismissed $1,700,000 in claims brought against his client.

(Registration/Check-in 5:30 to 6:00 PM)
 
Hiring Made Easy
Location:Newport Beach Public Library
1000 Avocado Avenue, Friends Room, Newport Beach 92660
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Date & Time:June 10 2015, Wednesday, from 6:00 PM to 8:45 PM
Cost:No Cost
More Info:


Hiring the right person is the key to success to any business. In a recent study it was estimated that it costs over $65,000 to hire one 25K level employee. With that much money at stake you can’t afford to be wrong. Two of the Top Five reasons for a business to fail directly relate to interviewing and hiring properly. The majority of businesses large and small do less than a decent job in hiring which ends up costing their businesses loss of sales, upset customers and creating internal frustrations as well as potential lawsuits. You will leave this workshop with far more confidence in how to find, interview, hire, motivate, compensate and avoid or prevent lawsuits. Doing it wrong can cost you tens of thousands of dollars. You will learn how to do it right and recruit & keep the best staff members.

Subjects covered:

• What Are You Looking For?
• Creating Job Descriptions & Ads
• Resumes
• Finding The Applicants
• Questions To Ask
• Interview Stoppers
• Testing
• References
• Making An Offer
• Motivating Employees
• Terminations

Barry McKinley of SCORE presents this workshop. He has operated 10 different companies in 5 different industries (Medical, Surf, Motorsports, Insurance and Personnel). He either started or purchased each of these businesses. He later sold each of the companies to investors, employees, competitors including a Fortune 1000 Company. In his career he has interviewed and hired 1000’s of employees for his many different companies. With this much experience he has made every hiring mistake that can be made (some twice). As a SCORE Member he has participated in over 2,000 face to face sessions with business owners and twice that number via cyber counseling.

(Registration/Check-in 5:30 to 6:00 PM)
 
Consulting as a Successful Business
Location:Los Alamitos Branch - OC Public Library
12700 Montecito, Seal Beach 90740
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Date & Time:June 15 2015, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


To be a successful consultant requires technical knowledge and marketing skills. Development of the skills necessary to become a successful consultant is the subject of this workshop. This introductory workshop is for those who are contemplating a full time or part time business. Existing consultants will find tips for improving their skills. Anyone who offers services that companies need and are willing to pay for can become a successful consultant with planning, marketing and hard work.

Jack James of SCORE presents this workshop. Jack has a BS in mechanical engineering and a 40-year career in engineering, planning and improving operations for many companies. He founded his consulting business as a part-time venture in 1983. After moonlighting for six years to prove his idea was a viable business, Jack opened his business full time. He ran this successful practice for 14 years and is now semi-retired. Jack had numerous articles published in trade journals and spoke at several industry shows on "How to become a Consultant".

During this workshop Jack will present his concept of successful consulting with examples of a typical case study, a sample brochure, how to write a proposal and how to develop a scope of work.

(Registration/Check-in 5:30 to 6:00 PM)
 
Modern Biz:
    Time To Look At New Technology To Reduce IT Costs And Grow
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:June 25 2015, Thursday, from 10:00 AM to 1:00 PM
Cost:No Cost
More Info:


Are you looking for a way to be more mobile and to look like a bigger company than you are? Learn how the latest technology helps businesses grow and cut IT costs. Learn how to set up a business with cost justification at the forefront.

Sherman Crancer & Manish Bhardia present this workshop

Sherman Crancer is the President of IPBidders.com. His company is a fully managed IT services provider. Sherman started his company in 2011 and provides IT Services nationwide. Previously, as a National V.P, he supervised the deployment of complex network services and security for companies such as Oracle, Google, Xerox and U-Haul. He brings a big business perspective to Small-Medium sized businesses. Sherman’s company is sponsored by Microsoft as a Premier Partner, SBA.gov as an advisor, and SCORE as a guest speaker.

Manish Bhardia has over 17 years of experience in technical architecture, project management, business process consulting, solutions development and service delivery. He has deployed server architecture for the Port Of Los Angeles, Titan AM, and Hyundai of North America. Manish is a member of the Board for International Association of Microsoft Partners and the Microsoft Community Connection team.

(Registration/Check-in 9:30 to 10:00 AM)
 
Secrets To Buying A Franchise
Location:Tustin Branch - OC Public Library
345 E. Main Street, Tustin 92780
Click here to view map
Date & Time:June 25 2015, Thursday, from 5:30 PM to 8:30 PM
Cost:No Cost
More Info:


You will learn how to evaluate starting a franchise vs. an independent business vs. buying an existing business; the best types of franchises to open in today’s economy; the myths about franchising; the costs to start a franchise; how to research a franchise to make sure it’s the right choice; how to decide which franchises are best for you; what mistakes to avoid when choosing and researching a franchise; negotiation issues; California laws & common issues; legal documents, e.g. disclosure document and franchise agreement.

Page Nicol of FranNet & Richard Usher of Furman Usher, Inc. present this workshop.

Page has 25 years of franchise development and ownership experience. He developed over 65 Mail Boxes Etc locations in San Diego as the Master Developer in 1987 and owned and operated four UPS Store locations ranked in the top 1% of over 5000 locations in the world. He currently co-owns the Southern California and Pacific NW territories for Franchise Network, the nation’s oldest franchise consulting business, via which he helps others realize the freedom and benefits of owning their own business and to exit the Corporate Rat Race.

Richard is an attorney and business advisor with over 30 years of varied experience. He focuses his practice on business transactions for entrepreneurs and franchisees. His work includes mergers and acquisitions, real estate transactions, structuring business entities, advising franchisees, counseling on employment issues, and negotiating and preparing contracts, leases and licenses. He is known for providing pragmatic and understandable advice on complex issues and realistic solutions with a bottom-line orientation. He also acts as outside General Counsel to several businesses.

(Registration/Check-in 5:00 to 5:30 PM)
 
Grow A Modern Biz:
    Time To Look At New Technology To Reduce IT Costs & Grow
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
Click here to view map
Date & Time:June 25 2015, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Are you looking for a way to be more mobile and to look like a bigger company than you are? Learn how the latest technology helps businesses grow and cut IT costs. Learn how to set up a business with cost justification at the forefront. Customer Relationship Management [CRM], what is it and how do I monetize my current data base. CRM will help you grow your businesses 30% faster.

Eric Klauss of SCORE and Sherman Crancer of IPBidders.com present this workshop.

Eric Klauss has over 20 year experience selling, consulting and recommending ERP & CRM solutions as a customer, consultant and salesperson in the industry. Today he provides his expertise to Bond Consulting Services customers, where he is Sales & Marketing Manager, as well as a SCORE Mentor to business clients in Southern California. Eric currently serves on the Board of Directors of the Southern California chapter of International Association of Microsoft Channel Partners and is the Chairperson for the Microsoft Community Connections Committee.

Sherman Crancer is the President of IPBidders.com. His company is a fully managed IT services provider. Sherman started his company in 2011 and provides IT Services nationwide. Previously, as a National V.P, he supervised the deployment of complex network services and security for companies such as Oracle, Google, Xerox and U-Haul. He brings a big business perspective to Small-Medium sized businesses. Sherman’s company is sponsored by Microsoft as a Premier Partner, SBA.gov as an advisor, and SCORE as a guest speaker.

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

 
Women's Breakfast
Location:Center Club
650 Town Center Dr, Costa Mesa 92626
Click here to view map
Date & Time:August 7 2015, Friday, from 7:30 AM to 10:30 AM
Cost: $35 pre-register online by August 4; $40 AFTER August 4 and at the door (cash or check only). Valet Parking included.
More Info:


If you know someone who owns a small to medium sized business, they need this breakfast. It's an opportunity to:

•Learn from other successful businesswomen
•Network with other small business owners
•Share ideas, experience and advice
•Learn about the services of SCORE

Note: general registration begins at 7:30 a.m.
 
 
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