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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:

  
June

 
What You Need To Know About Federal Taxes When Hiring Employees Or Contractors
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:June 1 2016, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS discussing your responsibilities as an employer or as one who pays others for services in the course of your trade or business. Whether you're handling this yourself or paying someone else to do it, you need to know your responsibilities.

Learn about the differences between an employee and an independent contractor; how to determine eligibility to work legally in the United States; the importance of the Form W-4 and the employer's responsibility regarding withholding; how to verify work names and Social Security numbers; the purpose of the state new hire registry; the process for filing Form W-2; your obligations to notify employees about the Earned Income Tax Credit; the role of Individual Taxpayer Identification Numbers; and finally, the process for enrolling in and using the Filing Information Returns Electronically system, also known as FIRE.

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 a Fellow.

(Registration/Check-in 1:00 to 1:30 PM)
 
Common Legal Questions For Businesses
Location:Irvine Public Library, Heritage Park Regional Branch
14361 Yale Avenue, Irvine 92604
Click here to view map
Date & Time:June 2 2016, Thursday, from 5:30 PM to 8:45 PM
Cost:No Cost
More Info:


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.

This workshop is presented by Matthew A. Reynolds of Kring & Chung, Attorneys LLP.

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 5:00 to 5:30 PM)
 
What You Need To Know About Federal Taxes When Hiring Employees Or Contractors
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:June 6 2016, Monday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS discussing your responsibilities as an employer or as one who pays others for services in the course of your trade or business. Whether you're handling this yourself or paying someone else to do it, you need to know your responsibilities.

Learn about the differences between an employee and an independent contractor; how to determine eligibility to work legally in the United States; the importance of the Form W-4 and the employer's responsibility regarding withholding; how to verify work names and Social Security numbers; the purpose of the state new hire registry; the process for filing Form W-2; your obligations to notify employees about the Earned Income Tax Credit; the role of Individual Taxpayer Identification Numbers; and finally, the process for enrolling in and using the Filing Information Returns Electronically system, also known as FIRE.

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 a Fellow.

(Registration/Check-in 1:00 to 1:30 PM)
 
How To Use Microsoft Excel In Your Daily Operations To Increase Productivity
Location:Anaheim Gordon Hoyt Conference Center
201 S. Anaheim Blvd., 2nd Floor, Anaheim West Tower, Anaheim 92805
Click here to view map
Date & Time:June 7 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:


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 Brian Iinuma, Manish Bhardia & Eddie Bader.

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). He has delivered technology presentations to the Manhattan Beach Chamber of Commerce, the Cerritos Regional Chamber of Commerce, and the Orange County Chapter of SCORE. 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.

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.

(Registration/Check-in 5:30 to 6:00 PM)
 
The Road to Business Credit!
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:June 9 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)
 
Out Of The Fog & Into The Cloud
Location:Aliso Viejo Branch - OC Public Library
1 Journey, Aliso Viejo 92656
Click here to view map
Date & Time:June 15 2016, Wednesday, from 5:30 PM to 8:30 PM
Cost:No Cost
More Info:


Separate fact from fiction and learn the true definition of the “cloud” and how you can utilize this platform to reduce your onsite technology footprint and save money. We’ll discuss cloud servers (what they are) and what a typical cloud server environment looks like. Learn about VoIP (Voice over IP), what service providers to use, and not only how this technology is applicable to your environment, but how you can leverage it to grow.

Different cloud models, such as software as a service (SaaS) and infrastructure as a service (IaaS) will be discussed and how you might already be using them – Office 365, Quickbooks Online, and the like. Finally, we will cover managed IT services which allows you to have 24/7 technical support at a fraction of the cost of what most companies are currently paying.

This workshop is presented by Desmond Kwok, Manish Bhardia & Eddie Bader.

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.

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.

(Registration/Check-in 5:00 to 5:30 PM)
 
How To Use Microsoft Excel In Your Daily Operations To Increase Productivity
Location:Los Alamitos Branch - OC Public Library
12700 Montecito, Seal Beach 90740
Click here to view map
Date & Time:June 20 2016, Monday, 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 Brian Iinuma, Manish Bhardia & Eddie Bader.

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). He has delivered technology presentations to the Manhattan Beach Chamber of Commerce, the Cerritos Regional Chamber of Commerce, and the Orange County Chapter of SCORE. 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.

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.

(Registration/Check-in 5:30 to 6:00 PM)
 
Cybersecurity:
    5 Steps To Safeguard Your Business
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:June 23 2016, Thursday, from 10:30 AM to 1:30 PM
Cost:No Cost
More Info:


Cyber security is a concern for consumers and businesses alike. Learn why 40% of all cybercrime is directed toward small businesses and why they are being targeted. Learn about the different types of firewalls – how they work and why you need one – and how that is only the first step in your overall defensive network strategy. We’ll also discuss the importance of passwords – how long they should be, what makes a strong password, and whether you should use single or multi-factor authentication. Finally, we’ll discuss PCI (Payment Card Industry) compliance for those businesses processing credit card transactions and how you can better protect your customers and your business.

This workshop is presented by Eddie Bader & 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.

Eric Klauss has over 20 year 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 10:00 to 10:30 AM)
 
 
  
August

 
Women's Breakfast
Location:Center Club
650 Town Center Dr, Costa Mesa 92626
Click here to view map
Date & Time:August 5 2016, Friday, from 7:30 AM to 10:30 AM
Cost: $35 pre-register online by August 2; $40 AFTER August 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.
 
 
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