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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:

  
March

 
How to Perfect the Elevator Pitch and Win More Business
Location:City of Bellflower
16600 Civic Center Drive, Bellflower 90706
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Date & Time:March 8 2017, Wednesday, from 6:00 PM to 9:00 PM
Cost:No Cost
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It does not matter what you’re selling: an idea for a new business, an existing product or service, or a project. It also does not matter who you are selling to: investors, lenders, customers, potential clients. In order to have a chance to close the deal, you first need the audience to listen to what you have to say. But getting the audience to listen to you is much harder than it looks. This workshop will help you to create an effective elevator pitch, so you can quickly catch the attention of the audience, persuade them to pay attention, and convince them that they want to hear more.

Barry McKinley of SCORE is the presenter. He has owned 10 different businesses in 5 different industries. These businesses were either purchased or started, and he later sold them to investors, employees, competitors or large corporations. His entire career has been based on building companies from scratch to the point that they could be acquired. He operated his own medical sales company generating over $50 million in sales. He has sold products and services to professionals, large and small companies, buying groups and directly to consumers. Barry estimates that he has made 25,000 sales presentations to groups varying from 1 to 100. He has personally hired and managed in excess of 200 sales people. He has won numerous sales awards, contests and industry recognitions. As a SCORE mentor Barry has participated

(Registration/Check-in 5:30 to 6:00 PM)
 
The Best Customer Service...How To...The Basics
Location:Placentia Library
411 E Chapman Ave., Placentia 92870
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Date & Time:March 13 2017, Monday, from 5:00 PM to 8:00 PM
Cost:No Cost
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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 behaviors 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 4:30 to 5:00 PM)
 
Common Legal Questions For Businesses
Location:Chapman University
549 W. Palm, Orange 92868
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Date & Time:March 13 2017, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost Workshop; Fee for Parking
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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)
 
Social Security and Medicare Made Clear
Location:Rancho Santa Margarita Bell Tower Regional Community Ctr.
22232 El Paseo, Rancho Santa Margarita 92688
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Date & Time:March 14 2017, Tuesday, from 6:00 PM to 9:00 PM
Cost:No Cost
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Thinking about your Social Security or Medicare Benefits? Government has made so many changes to the plans in the recent years. Have questions or concerns? You need to attend this workshop!

Thousands of "Baby Boomers" turn 65 every single day and are eligible for Social Security and Medicare. However, many are confused about when they should apply, which plan makes the most sense to their situations, how they should take it, and how they can make the most out of it... and if you or your spouse or any associates are one of those people (ages 62-70), this is a great opportunity to get answers and make it clear. Social Security is a major source of income, and Medicare is the only health insurance after age 65 for lots of American retirees. Attending this workshop will help you plan for the future and likely give you some peace of mind.

Mandy Woo of SCORE and Ecy O’Roake, United Health Care Agent / Adviser present this workshop.

Mandy Woo is a Certified Financial Planner and business owner herself. She has helped individuals, families and small business owners achieve their financial goals through customized, comprehensive, strategic financial planning for over 13 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.

Ecy O’Roake is passionate about health care services base on her personal family background. She is an advocate for quality home care and health care programs. Currently Ecy is a licensed agent with United Health Care and Certified to offer Medicare Advantage plans, Medicare Supplement Plans as well as Part D Prescription Drug plans. Ecy works with people that are turning 65 years of age and new to Medicare, people who are retiring and those that need extra help understanding their choices when it comes to Medicare. In addition to the English language, she is also fluent in Spanish and Portuguese. She is very active in OC community to educate doctors and patients about Medicare.

(Registration/Check-in 5:30 to 6:00 PM)
 
Secrets To Buying A Franchise
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:March 16 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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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)
 
Free Legal Clinic For Small Business
Location:University of California, Irvine School of Law
401 E Peltason Dr., Irvine 92697
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Date & Time:March 17 2017, Friday, from 2:30 PM to 5:00 PM
Cost:No Cost
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Presented by Public Law Center, ACC So-Cal and Rutan & Tucker, LLP

This free legal clinic is for aspiring or existing small business owners. Attendees will meet one-on-one with attorneys for brief advice on legal issues their businesses may be facing. You can get information on business formation, contracts, intellectual property, employment matters, and other topics related to small business legal issues. Or, if you do not have specific questions, come and tell the attorneys about your business—they can help you spot legal issues or give you general advice. SCORE representatives will also be present to answer your non-legal business questions.

Space is limited. To register, please contact: Sarah Efthymiou, PLC Staff Attorney, at (714) 541-1010, ext. 281, or sefthymiou@publiclawcenter.org.

(Registration/Check-in 2:15 to 2:30 PM)
 
Tech & Marketing - SEASON 3
Location:Microsoft Store
The Shops At Mission Viejo, #578, 2nd Floor, Mission Viejo 92691
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Date & Time:March 21 2017, Tuesday, from 5:30 PM to 8:30 PM
Cost:No Cost
More Info:


We will start at 5:30 PM: (Registration).
6:00 to 7:00: Workshop: 1st session as below:
7:00 to 7:15: Networking and refreshments.
7:15 to 8:15: Workshop: 2nd session as below:
8:15 to 8:30: Networking and end of sessions.

Session #1: Make Your Business Look More Professional with Cloud Email

Session #2: Learn to Become A Better Business Manager with Better Information

In this workshop we’ll focus on how to use Microsoft Excel to get better business insights.

Presented by Eric Klauss. Eric 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. He is also a Small Business Mentor with SCORE Orange County CA and serves as President of the International Association of Microsoft Channel Partners in Southern California.

Click here to follow SCORE Tech, Marketing & Networking events

 
80% of Small Businesses Don’t Survive a Cyber-attack. Don’t Become a Statistic!
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:March 23 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


We’ll be talking about Cloud-Based security and business continuity solutions to help your business have a plan for being secure!

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

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.

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. He is also a Small Business Mentor with SCORE Orange County CA and serves as President of the International Association of Microsoft Channel Partners in Southern California.

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.

(Registration/Check-in 5:30 to 6:00 PM)
 
Demystifying the Commercial Leasing Process
Location:Orange Public Library
407 E. Chapman Ave., Orange 92866
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Date & Time:March 27 2017, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Commercial building owners & their agents each have a strong background in negotiating leases, which most commercial tenants lack. This course can help equalize the situation by showing you what to do and how to proceed when you find an office, industrial or retail space to lease. Leasing commercial property is not overly complex, but it does take knowledge and skill. Whether you are planning to lease a commercial property on your own or use the services of a qualified broker, this seminar is designed to take you through the steps of the process and by doing so level the playing field.

Heather Francine, Vice President of Sperry Commercial in Irvine, CA. presents this workshop. She specializes in commercial leasing in Orange County as well as northern San Diego County. Heather is passionate about developing and maintaining strong, client relationships while representing the business owners in her community. Her real estate career began 18 years ago and she continues to enjoy the diversity of the industry. For several years, Heather was on the development team at Integrity Commercial Brokerage, charged with the responsibility of strengthening client relationships and networking. Both of these areas have contributed to the exceptional reputation that Heather continues to experience in the brokerage community.

Heather is a member of ICSC (International Council of Shopping Centers) and was a candidate for the John T. Riordan Scholarship for Professional Development in 2009. From 2010-2012 Heather and her business partner have been retained by the city of Yorba Linda to assist with Economic Development and Marketing for the city – working to attract, retain and expand business for the City. She is also a chapter member of Greater Southern California CCIM.

(Registration/Check-in 5:30 to 6:00 PM)
 
Tech & Marketing - SEASON 3
Location:Microsoft Store
The Shops At Mission Viejo, #578, 2nd Floor, Mission Viejo 92691
Click here to view map
Date & Time:March 28 2017, Tuesday, from 5:30 PM to 8:30 PM
Cost:No Cost
More Info:


We will start at 5:30 PM: (Registration).
6:00 to 7:00: Workshop: 1st session as below:
7:00 to 7:15: Networking and refreshments.
7:15 to 8:15: Workshop: 2nd session as below:
8:15 to 8:30: Networking and end of sessions.

Session #1: Grow Your Business using Customer Relationship Management

Presented by Eric Klauss. Eric 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. He is also a Small Business Mentor with SCORE Orange County CA and serves as President of the International Association of Microsoft Channel Partners in Southern California.

Session #2: Build a Dashboard in an Hour using Power BI and Power Map

Presented by Vazi Okhandiar. Vasi is a consultant, trainer and entrepreneur, has over 20 years of software development and 15 years of teaching experience. Previously, she has worked for Fortune 100 companies including Toyota, Hewlett Packard and Computer Science Corporation. Vazi holds B.S. in Electrical Engineering and MBA from the University of California, Irvine and M.S. in Computer Science from Illinois Institute of Technology. She is Microsoft Certified Trainer, Certified Project Management Professional (PMP) and a member of International Society for Technology in Education (ISTE) Leadership Committee. She provides her expertise as a SCORE Mentor to business clients in Southern California.

Click here to follow SCORE Tech, Marketing & Networking events

 
 
  
April

 
Tech & Marketing - SEASON 3
Location:Microsoft Store
The Shops At Mission Viejo, #578, 2nd Floor, Mission Viejo 92691
Click here to view map
Date & Time:April 4 2017, Tuesday, from 5:30 PM to 8:30 PM
Cost:No Cost
More Info:


We will start at 5:30 PM: (Registration).
6:00 to 7:00: Workshop: 1st session as below:
7:00 to 7:15: Networking and refreshments.
7:15 to 8:15: Workshop: 2nd session as below:
8:15 to 8:30: Networking and end of sessions.

Session #1: Create Easy Marketing Video using Microsoft PowerPoint & OfficeMix

Presented by Eric Klauss. Eric 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. He is also a Small Business Mentor with SCORE Orange County CA and serves as President of the International Association of Microsoft Channel Partners in Southern California.

Session #2: Grow Your Business Using the Power of Networking Tools

Presented by Nagui Guorgui. While being the Chairman & CEO of a Group of Companies in USA and overseas, Nagui Guorgui has 28 years of experience in all phases of the Travel & Hospitality Industry. He managed the business planning and development in USA, Egypt, Libya and Dubai, implemented a cash flow strategy, developed contracts & agreements, created new products, destinations and new markets. He was also in the hotel and restaurant management for several years. He was a master franchisee & importer for several European fashion brands to the Middle East and North Africa. In addition to his business, he is the founder and the Chairman of the Egyptian American Chamber of Commerce in USA (Non-Profit Organization).

Nagui (pronounced Nagy) is fluent in 4 languages, English, French, Arabic and Spanish. He provides his expertise as a SCORE mentor to businesses in Orange County/California.

Click here to follow SCORE Tech, Marketing & Networking events

 
Getting Your Business Productive and Professional Using Technology
Location:OC Hispanic Chamber of Commerce
2130 E 4th St., #160, Santa Ana 92705
Click here to view map
Date & Time:April 5 2017, Wednesday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


This is an intro-level workshop to technology solutions for small businesses. In this workshop our presenters will share tips from their 40+ years of technology experience to help you understand the technology needs in today’s business environment. Topics covered will include What is “Cloud” as well as a series of technology tips to help you get started. Future workshops will then focus more deeply on some of the high level concepts covered in this workshop.

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

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.

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. He is also a Small Business Mentor with SCORE Orange County CA and serves as President of the International Association of Microsoft Channel Partners in Southern California.

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.

(Registration/Check-in 5:30 to 6:00 PM)
 
Tech & Marketing - SEASON 3
Location:Microsoft Store
The Shops At Mission Viejo, #578, 2nd Floor, Mission Viejo 92691
Click here to view map
Date & Time:April 11 2017, Tuesday, from 5:30 PM to 8:30 PM
Cost:No Cost
More Info:


We will start at 5:30 PM: (Registration).
6:00 to 7:00: Workshop: 1st session as below:
7:00 to 7:15: Networking and refreshments.
7:15 to 8:15: Workshop: 2nd session as below:
8:15 to 8:30: Networking and end of sessions.

Session #1: Use Excel to Build a Dashboard in an Hour

Presented by Vazi Okhandiar. Vasi is a consultant, trainer and entrepreneur, has over 20 years of software development and 15 years of teaching experience. Previously, she has worked for Fortune 100 companies including Toyota, Hewlett Packard and Computer Science Corporation. Vazi holds B.S. in Electrical Engineering and MBA from the University of California, Irvine and M.S. in Computer Science from Illinois Institute of Technology. She is Microsoft Certified Trainer, Certified Project Management Professional (PMP) and a member of International Society for Technology in Education (ISTE) Leadership Committee. She provides her expertise as a SCORE Mentor to business clients in Southern California.

Session #2: Effective Communications Win Business

Presented by John Pietro. John has over 40 years experience in Marketing, Advertising and Promotions. He has been an Executive for Corporations like Wendy's, Denny's, worked for large advertising agencies like Omnicom and has been an entrepreneur operating his own agency AMP for twelve years. He worked on the famous Where's The Beef Campaign while at Wendy's. He has been a teacher, coach and motivator of people for years. He has built and executed successful marketing programs for clients for many years.

Click here to follow SCORE Tech, Marketing & Networking events

 
Intellectual Property Fundamentals For The Start-up
Location:Rancho Santa Margarita Bell Tower Regional Community Ctr.
22232 El Paseo, Rancho Santa Margarita 92688
Click here to view map
Date & Time:April 11 2017, Tuesday, 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)
 
 
  
May

 
Women's Breakfast
Location:Center Club
650 Town Center Dr, Costa Mesa 92626
Click here to view map
Date & Time:May 5 2017, Friday, from 7:30 AM to 10:30 AM
Cost: $35 pre-register online by May 3; $40 AFTER May 3 and at the door (cash or check only). Valet Parking included.
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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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