SCORE Orange CountySCORE
SCOREA Network of Business Knowledge and Experience

Follow Us:

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:


Social Security and Medicare Made Clear
Location:Brea Chamber of Commerce
1 Civic Center Circle, 2nd Floor, Brea 92821
Click here to view map
Date & Time:June 1 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:

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)
Common Legal Questions For Businesses
Location:OC Hispanic Chamber of Commerce
2130 E 4th St., #160, Santa Ana 92705
Click here to view map
Date & Time:June 7 2017, Wednesday, from 6:00 PM to 9:00 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.

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)
Demystifying the Commercial Leasing Process
Location:Yorba Linda Community Center
4501 Casa Loma Ave., Corner of Casa Loma & Imperial Hwy, Yorba Linda 92886
Click here to view map
Date & Time:June 7 2017, Wednesday, from 6:00 PM to 8:30 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)
The Best Customer Service...How To...The Basics
Location:Chapman University
549 W. Palm, Orange 92868
Click here to view map
Date & Time:June 12 2017, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost Workshop; Fee for Parking
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 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'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 5:30 to 6:00 PM)
How to Perfect the Elevator Pitch and Win More Business
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:June 14 2017, Wednesday, from 1:30 PM to 4:30 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:

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 in over 2,100 face-to-face sessions with business owners and twice that number via email counseling.

(Registration/Check-in 1:00 to 1:30 PM)
Getting Your Business Productive and Professional Using Technology
Location:Bellflower City Hall
16600 Civic Center Drive, Bellflower 90706
Click here to view map
Date & Time:June 14 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)
Instagram Images & Video For The Fearless
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:June 29 2017, Thursday, from 10:30 AM to 1:30 PM
Cost:No Cost
More Info:

Helpful tips to create share worthy images and video! Is your business on Instagram…do you feel like you might be missing out if you’re not using it yet? Well, you should look closely at this social media site as a way to engage with your customers and find new followers for your service or brand. If you think Instagram is only about beautiful faraway places or amazing food, join me for tips, apps, and hands on best practices on how to create SHAREWORTHY images and video for your Instagram account.

Let’s dive in with:
• Why your business should be on Instagram
• What the heck is a hashtag?
• How to make your images really pop
• How to make quick social media videos to share on Instagram
• How to re-purpose those very images and video

Instagram is all about images so join us to see how you can improve your images with filters and some simple techniques so they look great! Learn what to look for when you are composing your photos and yes, creating your own DIY Videos.

Roni Ramos, Founder & President of Harmony 3 Productions presents this workshop. Roni is a Constant Contact Authorized Local Expert and regularly speaks at educational seminars where she shares tips and advice on a variety of online marketing methods. She has worked in commercial and advertising photography for over 2 decades, and with the launch of Harmony 3 is able to bring that level of production to clients looking to add video to their marketing. Harmony 3 is more than a one stop photo and video production company, from initial concept thru to final production, Harmony 3 treats your business as their own. With the goal to provide more than just an effective marketing tool, but to work with you - to bring your brand alive with video.

(Registration/Check-in 10:00 PM to 10:30 AM
Secrets To Buying A Franchise
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
Click here to view map
Date & Time:June 29 2017, 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.

This workshop is presented by Craig Wells and Richard Usher.

Craig is a Franchise Specialist with FranNet of Southern California. FranNet just celebrated its 30th anniversary and is one of the oldest franchise consulting firms in America. Before becoming an entrepreneur, Craig spent 14 years in shopping center management. From the landlord’s perspective, he watched thousands of businesses thrive, while hundreds of others failed. Interestingly enough, the most successful belonged to chains or franchise systems. In 1985 he started developing his first business—a 1-hour photo lab. As the chain expanded, Craig purchased his first franchise, a MAACO Auto Painting shop in 1991.

In 1995, Craig and his wife sold their MAACO franchise and chain of successful 1-hour photo stores and stepped into your shoes. They were nervous about finding their next business adventure, but they knew they wanted it to be another franchise. That was when they scheduled a free business consultation in the Orange County FranNet office. After the franchise expert evaluated their skills, he introduced the Wells to an opportunity he felt best suited their strengths and goals. Since then, and for the next 21 years, Craig was the President and CEO of Cash Plus, Inc., a national franchise company in the retail financial services industry. During that time as a franchisor, Craig continued working with FranNet’s international network of consultants who referred qualified franchisee candidates to expand his franchise and build their futures.

At today’s workshop, you can draw from Craig’s 32 years as a small business owner, franchisee and franchisor to help you organize the correct puzzle pieces into the one picture that can make your future dreams a reality.

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)

Hiring Made Easy
Location:Brea Chamber of Commerce
1 Civic Center Circle, 2nd Floor, Brea 92821
Click here to view map
Date & Time:July 6 2017, Thursday, from 6:00 PM to 9:00 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)
Privacy Policy & Disclaimer