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  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:

  
October

 
Intellectual Property Fundamentals For The Start-up
Location:OC Hispanic Chamber of Commerce
2130 E 4th St., #160, Santa Ana 92705
Click here to view map
Date & Time:October 5 2016, Wednesday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Learn the difference between patent, trademark, trade secret, and copyright protection. Which type of protection is right for you? What happens if you do not seek protection? What are the limits to protection? What is the cost of protection?

This workshop is presented by Michael Shimokaji of the law firm of Shimokaji & Associates, P.C., of Irvine, specialists in intellectual property. For more than 20 years Mr. Shimokaji has supported clients in industries as diverse as aerospace, apparel, household products, medical devices, software, telecommunications, photo imaging, and semiconductors. He is the author of numerous articles and has lectured for local and national organizations, as well as abroad. He served on the Executive Committee for the California State Bar Intellectual Property Section and recently completed a term on the California State Bar Federal Courts Committee. Mr. Shimokaji has been a member of the editorial board for The Journal of The Association of University Technology Managers. He is admitted to the California Bar and admitted to practice before the United States Patent and Trademark Office.

(Registration/Check-in 5:30 to 6:00 PM)
 
Office 365 Bootcamp – Beginning Excel
Location:Brea Chamber of Commerce
1 Civic Center Circle, 2nd Floor, Brea 92821
Click here to view map
Date & Time:October 5 2016, Wednesday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Learn how to use Microsoft Excel 2016 in the workplace (and at home). In this hands-on course, you’ll learn how to do the following in Excel 2016:

• Opening and saving files
• File naming conventions
• Templates
• Mathematical formulas
• Absolute references
• Totals (auto-sum)
• Cell formatting
• Headers and footers
• Keystroke shortcuts (copy and paste)

This workshop is presented by Brian Iinuma and Manish Bhardia.

Brian Iinuma has over 25 years' I/T experience in Enterprise Resource Planning (ERP), payment processing, and direct marketing. He is the President and co-founder of Strategic Systems Group, Inc. (SSG), a provider of I/T services to small and mid-sized manufacturing and distribution companies. SSG's core competence is the implementation and support of ERP applications including Infor LN, Microsoft Dynamics, and SYSPRO. Mr. Iinuma is active in the Southern California chapter of International Association of Microsoft Channel Partners (IAMCP - SoCal) and the Microsoft Community Connections Program (MCC). Mr. Iinuma holds B.S. and MBA degrees from the University of California, Los Angeles.

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.

We encourage you to bring your personal laptop and dive in! You can load a trial version of Office 365 here:

Try Office 365

(Registration/Check-in 5:30 to 6:00 PM)
 
The Road to Business Credit!
Location:Orange Public Library
407 E. Chapman Ave., Orange 92866
Click here to view map
Date & Time:October 10 2016, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost
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 5:30 to 6:00 PM)
 
The Best Customer Service...How To...The Basics
Location:Huntington Beach Central Library
7111 Talbert Ave., Huntington Beach 92648
Click here to view map
Date & Time:October 11 2016, Tuesday, from 5:30 PM to 8:30 PM
Cost:No Cost
More Info:


This is a very interactive, high energy workshop that focuses on the simple fact that if the employers treat their people right - hire the right people, train them right, reward them right, hold them accountable, etc. - then their people will always go the extra distance for the customer and their employer. The premise is very simple: Treat people how you want to be treated as a way of life. By taking that simple basic concept and expanding it into specific behaviours and key focus areas, any business or person can and will improve their financial and personal success. If you always do what you've always done...you'll always get what you've always gotten. Want to get a different result? Then it's time to do something different.

The presenter of this workshop is Dan Quinn, Director of Corporate Relations, Easter Seals Southern California. The key elements that he brings to every presentation are his experience and passion. With an entire career spent in the field of hands-on retail, he is able to relate to associates at all levels because "I've been there" doing what they do. He has over 30 years of customer service and training experience, making dynamic, hands-on, innovative training happen at all levels from one-on one mentoring to corporate presentations. He delivers workshops that people come away from saying things like: "I can do that", "That's the kind of Leader I want to be", "That was the best meeting I've ever attended"! Then they create a different, winning experience for their associates and their customers.

(Registration/Check-in 5:00 to 5:30 PM)
 
Secrets To Buying A Franchise
Location:La Palma Community Center
7821 Walker Street, Royal Palm Room, La Palma 90623
Click here to view map
Date & Time:October 20 2016, Thursday, from 6:00 PM to 9:00 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 adviser 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 5:30 to 6:00 PM)
 
15 Steps to Protect & Grow Your Business
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:October 27 2016, Thursday, from 10:30 AM to 1:30 PM
Cost:No Cost
More Info:


In this workshop we'll focus on 15 Technology Tips to improve security, team collaboration and save you money!

Dave Seibert an IT expert with over 30 years of experience presents this workshop. His passion is business and technology. He has received over 20 awards & accreditations including Top 150 SMB IT influencer in the world, Top 10 U.S. Managed Service Providers, Top 250 U.S. MSP Experts, Microsoft Partner of the Year finalist, and Microsoft IT Pro Expert MVP (1 of 6 in U.S.). Dave is also appointed to the Microsoft U.S. Small Business PAC (1 of 9 in U.S.) and Microsoft Worldwide SMB Partner Area Lead (1 of 3 in U.S.). Dave is an author, industry speaker and a thought leader. He is also the CIO for IT Innovators, a business technology company serving Southern California for 18 years.

Registration/Check-in 10:00 to 10:30 AM)
 
 
  
November

 
Common Legal Questions For Businesses
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:November 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:


DON'T MISS THIS WORKSHOP!! Here's your chance to get answers to your business legal questions without paying an arm and a leg.

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 Reynolds of Kring & Chung, Attorneys LLP presents this workshop. Matt graduated Summa Cum Laude from Youngstown State University and Cum Laude from Pepperdine University. He 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)
 
Women's Breakfast
Location:Center Club
650 Town Center Dr, Costa Mesa 92626
Click here to view map
Date & Time:November 4 2016, Friday, from 7:30 AM to 10:30 AM
Cost: $35 pre-register online by November 2; $40 AFTER November 2 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.
 
Common Legal Questions For Businesses
Location:Lake Forest City Hall
25550 Commercentre Dr., Lake Forest 92630
Click here to view map
Date & Time:November 9 2016, Wednesday, from 5:00 PM to 8:00 PM
Cost:No Cost
More Info:


DON'T MISS THIS WORKSHOP!! Here's your chance to get answers to your business legal questions without paying an arm and a leg.

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.

Michael Schulze presents this workshop. Michael is an associate with Kring & Chung, LLP's Irvine office. His primary practice areas are business litigation and construction.

Mr. Schulze attended the California State University, Fullerton and graduated in 2011 with a Bachelor of Arts in Business Administration. Following college, he attended Whittier Law School where he graduated in 2014. He was admitted to the State Bar of California in December of 2014.

While in law school, Mr. Schulze held legal clerkships with the Orange County District Attorney Major Fraud Division and the Orange County Office of County Counsel. He served as a judicial law clerk to the Honorable Ronald Kreber, Orange County Superior Court, Lamoreaux Justice Center. Mr. Schulze joined Kring & Chung as a law clerk in January, 2014.

(Registration/Check-in 4:30 to 5:00 PM)
 
How To Use Microsoft Excel In Your Daily Operations To Increase Productivity
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
Click here to view map
Date & Time:November 17 2016, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Learn the basics of Excel: formatting, functions, and graphs. We’ll discuss how to use Excel for invoicing, as a check register, for your company’s financial statements, and give you a glimpse of Power BI – business intelligence that uses Excel as a foundation. This will be a hands-on class so please bring your device and come ready to learn.

This workshop is presented by Eddie Bader, Manish Bhardia, Brian Iinuma and Eric Klauss.

Eddie Bader of Company Built started his technology career at the Disneyland Resort working on their SAP. He currently works with many different industries including nonprofits, healthcare providers, and department of defense contractors. Eddie is client-focused and works to develop solution-based IT recommendations that meet a client's needs.

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.

Brian Iinuma has over 25 years' I/T experience in Enterprise Resource Planning (ERP), payment processing, and direct marketing. He is the President and co-founder of Strategic Systems Group, Inc. (SSG), a provider of I/T services to small and mid-sized manufacturing and distribution companies. SSG's core competence is the implementation and support of ERP applications including Infor LN, Microsoft Dynamics, and SYSPRO. Mr. Iinuma is active in the Southern California chapter of International Association of Microsoft Channel Partners (IAMCP - SoCal) and the Microsoft Community Connections Program (MCC). Mr. Iinuma holds B.S. and MBA degrees from the University of California, Los Angeles.

Eric Klauss has over 20 years of experience selling, consulting and recommending business technology solutions, especially ERP & CRM as a customer, consultant and salesperson in the industry. Today he provides his expertise to Tridea Partners clients, 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 team.

(Registration/Check-in 5:30 to 6:00 PM)
 
The Road to Business Credit!
Location:La Palma Community Center
7821 Walker Street, Royal Palm Room, La Palma 90623
Click here to view map
Date & Time:November 17 2016, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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 5:30 to 6:00 PM)
 
Secrets To Buying A Franchise
Location:Webster University
32 Discovery, #250, Irvine 92618
Click here to view map
Date & Time:November 21 2016, Monday, from 10:30 AM to 1:30 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 adviser 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 10:00 AM to 10:30 AM)
 
 
  
December

 
So You Think You Want to Be a Consultant?
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:December 6 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:


An Interactive Workshop to Learn How to Start a Successful Consulting Business

As the workplace continues to evolve, more and more people are deciding to leave their corporate W-2 jobs in favor of creating their own company, buying an existing business or leveraging their skills and becoming a consultant. Consulting is not for everyone and those that are thinking about diving in should understand the risks. Is your goal to be a “contractor” or a “consultant”, will you hang a shingle and go it alone or will you join a consulting firm, does your skillset relate well to a consulting career? These are just a few examples of the topics we will cover.

This workshop is presented by David Teper and Eric Klauss.

David Teper is a Partner at Continuum Consulting Group located in Irvine, CA. David specializes in working with both corporate clients and individuals on guiding and supporting their financial goals. With a successful business career, Mr. Teper has held senior-level management and sales positions with notable companies such as Esker Software, Aptelis, Inc., Global Software and National Gypsum Company. His responsibilities included developing comprehensive Sales and Marketing plans, training of new employees, running seminars, and trade show presentations. His core value of “Clients First” has always been at the cornerstone of his success. He is committed to enriching the lives of family, friends and clients in as many ways as possible. He believes that life is an ever-changing journey and to help others by “paying it forward”.

Eric Klauss has over 20 years of experience selling, consulting and recommending business technology solutions, especially ERP & CRM as a customer, consultant and salesperson in the industry. Today he provides his expertise to Tridea Partners clients, 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 team.

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