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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:

  
August

 
The Best Customer Service...How To...The Basics
Location:Brea Chamber of Commerce
1 Civic Center Circle, 2nd Floor, Brea 92821
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Date & Time:August 3 2017, Thursday, from 6:00 PM to 9:00 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 5:30 to 6:00 PM)
 
Women's Breakfast
Location:Center Club
650 Town Center Dr, Costa Mesa 92626
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Date & Time:August 4 2017, Friday, from 7:30 AM to 10:30 AM
Cost: $35 pre-register online by Aug 3; $40 AFTER Aug 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.
 
Demystifying the Commercial Leasing Process
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
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Date & Time:August 9 2017, Wednesday, from 1:30 PM to 4:30 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
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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 1:00 to 1:30 PM)
 
Intellectual Property Fundamentals For The Start-up
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:August 17 2017, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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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)
 
How Fortune 500 Companies Collaborate:
    Learn about Intranets & Microsoft SharePoint
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
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Date & Time:August 31 2017, Thursday, from 10:30 AM to 12:30 PM
Cost:No Cost
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Learn how Office 365 empowers companies to become more mobile, reduce technology expenses, and allows their workforce to collaborate more efficiently with fewer delays and much less travel. Roughly 60% of small to medium-sized businesses have a mobile workforce and leveraging Office 365 can help you smoke the competition. We’ll discuss how to leverage its features to enhance your mobile workforce, protect your information in the wake of a disaster, work from anywhere and on any device, and, of course, increase productivity.

Discover the importance of intranets and client-facing portals that can save your company time and money, reduce non-value added interactions with clients, and eliminate some of your redundant tasks.

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

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.

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.

Eric Klauss has over 25 years experience selling, consulting and recommending Technology solutions as a customer, consultant and salesperson in the industry. Today he provides his expertise to PartnerSource Solutions customers, where he is a Partner. Eric also currently serves President of the Southern California chapter of International Association of Microsoft Channel Partners.

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 10:00 to 10:30 AM)
 
The Secrets To Buying A Franchise
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
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Date & Time:August 31 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.

This workshop is presented by Richard Usher and Craig Wells.

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.

Craig Wells 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.

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

 
Save Yourself Time & Money using Cloud Technologies
Location:Brea Chamber of Commerce
1 Civic Center Circle, 2nd Floor, Brea 92821
Click here to view map
Date & Time:September 7 2017, Thursday, from 6:00 PM to 8:00 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 on-site 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), which service providers to consider, how this technology is applicable to your business, and 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. Finally, we will cover managed I/T services which allows you to have 24/7 technical support at a fraction of what most companies are currently paying.

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

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.

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.

Eric Klauss has over 25 years experience selling, consulting and recommending Technology solutions as a customer, consultant and salesperson in the industry. Today he provides his expertise to PartnerSource Solutions customers, where he is a Partner. Eric also currently serves President of the Southern California chapter of International Association of Microsoft Channel Partners.

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 5:30 to 6:00 PM)
 
Social Security and Medicare Made Clear
Location:Yorba Linda Public Library
18181 Imperial Highway, Yorba Linda 92886
Click here to view map
Date & Time:September 14 2017, Thursday, from 6:00 PM to 8:30 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)
 
 
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