Below is a list of all workshops conducted by San Diego SCORE. Click a title to see the description. 
Click HERE to access the calendar of workshops currently scheduled.


STARTUP ESSENTIAL SERIES
Are You Ready to Start Your Own Business?

If you have always dreamed of owning your own business, this workshop is for you!

This program is for entrepreneurs who are just starting out and looking to gather information about the work involved in establishing a new business. Focus is placed on understanding what it takes to start a business, and the advantages and disadvantages of owning your own business.

Topics also covered are the critical success factors in keeping a new business alive, consideration of buying an existing business or franchise versus starting one from scratch, and alternatives such as home-based and online businesses.  Finally, you will get a realistic look at the true challenges of starting and growing a small business in today’s economy.

This program is a precursor to SCORE workshops and our one-on-one counseling. It is fast-paced and covers business plans, licensing and regulatory issues, finance, and marketing, among other topics. After the session, attendees have the opportunity to schedule follow-up mentoring and/or sign up for future workshops.

Business Basics

This Introduction to Starting Your Own Business is a Must for New Owners!

Are you thinking about starting your own business? Have you already started a new business and need a little "tune-up"? If so, this workshop is just right for you. This comprehensive but easy-to-understand overview will help you get started on the right path toward a successful business. 
 
Hear from successful executives and entrepreneurs who cover:

  • The business owner's role and the need to conduct a self-assessment
  • The importance of having a business plan
  • Various legal structures of a business
  • The need for sound financial controls
  • Where to go and what is required to obtain capital for your new business
  • Marketing techniques to promote your business
Business Model Canvas - Getting Your Business from Idea to Paper

In this interactive workshop, John Wham and Ron Woodhill will review the nine building blocks of the Canvas. The Business Model Canvas is not your ordinary Business Plan; it is a strategic management and lean startup template for developing new or documenting existing business models. It is a visual chart with elements describing a firm or product's value proposition, infrastructure, customers, and finances. It is easier to use than a traditional business plan because it is simple to use and all work done can be reused if a comprehensive business plan is needed.

Business Plan A: You, the Market and the Competition

How to Write a Winning Business Plan

  • Do you really need a business plan?
  • What promise are you making?
  • What are the characteristics of your target market?
  • What’s your competitive advantage?
Business Plan B: Setting Goals and Telling the World

How to Write a Winning Business Plan

Having identified your target market and competitive advantage in Business Plan A, this workshop helps you develop a mission statement, preliminary goals and a marketing plan.  

The discussions cover:

  • Writing a concise and convincing mission statement
  • Making your goals measurable and attainable.  Writing a concise and convincing mission statement
  • Making your goals measurable and attainable
  • Developing strategies and tactics to support your goals
  • Branding vs. expressions of branding
  • Convincing prospects that you are better than the competition
  • Marketing and communications tools including traditional media, social media, the Internet and promotions
Business Plan C: Will You Make Money

Will You Make Money? Will You Finish Your Plan?

The final workshop session focuses on two key elements – will you make money and will you finish your plan.  You will be given a financial planning template and participate in an interactive look at the effects of varying cost and revenue assumptions.  The workshop also explores:

  • The universal language of numbers, cash, P&L and Balance Sheet, fixed and variable expenses 
  • Obligations to investors, whether the money is coming from just you, family and friends or a lending institution
  • Advice on refining goals and writing an enticing executive summary
  • Pitfalls to avoid in finishing your plan
  • 10 questions to ask about your plan
  • How SCORE can help you finish your plan 
Financing Your Business

Need Money? 

Almost all businesses require an infusion of money at some time to start, maintain, or grow. This workshop describes various funding sources and specific criteria used to evaluate funding requests. A SCORE mentor will explain the process for SBA guaranteed loans, as well as talk about local organizations that provide loans to start-ups and existing businesses.  Also get tips on crowd-funding, friends and family loans and equity investments from Angel Investors and when Venture Capitalists come in.

A Finance expert will help you learn about:

  • Loan application packaging
  • Alternate funding sources
  • Micro loans, bank loans, angel investors and venture capital
  • Real estate loans
  • Working capital for start-ups and existing businesses
  • SBA policies and procedures
  • What you need to do as a borrower
  • Where to go for advice

It's frustrating to go from one bank to another and not get the answers you need. This workshop will explain your options and help you to get that loan! 


DIGITAL MARKETING
5 Low Cost Tactics for Transforming Leads into Long Paying Clients & Doubling Your Profits

All small business owners want more clients and more revenue, but it's hard to focus on that when you're overwhelmed with the day-to-day operations of running a business. What if you had access to a turnkey system that not only brings in a continuous stream of leads for you but more importantly transforms those leads into loyal, long paying clients? 

Join Marketing Strategist & Business Success Coach, Alex Cameron as she uncovers 5 low cost tactics for generating as many leads as you can possibly handle and how to convert those leads into your most loyal customers who keep coming back for more. 

By the end of this workshop, you will be able to put together a specific strategy and plan of action to attain that end result.

Automation Hacks: Optimize Your Sales & Marketing Using Technology (CRM)

We live in a world surrounded by technology and if you manage a business you can take advantage of today’s digital technologies to help you save time in you various everyday work processes. Digital business automation is all about using software to automate the process you and your team do at work - saving you time and money on repetitive tasks. Assuming you’re already using at least some web-based software at work (Saas), you can automate many aspects of your accounting, sales, marketing, tech support, HR and many others. In this presentation we’ll focus on the automation of your marketing and sales workflows.

The reality is that marketing automation is a simple idea, though one with wide variation in execution. It can be simple. It can be extremely complex. It’s done by huge companies. It’s done by one-person businesses. The goal is always the same, though: to automate previously complex marketing tasks so you can always send the right message to the right person at the right time. This includes the process of communicating with your customers and prospects automatically and driving them along your sales funnel with the goal of converting them into paying clients - without doing the manual work normally required.

This workshop is designed to help marketers of any size business to understand the key elements of business automation, focused on the fundamentals needed to automate many aspects of their marketing and sales processes.

What you’ll learn in this workshop:

  • What business automation is and how it can save you time and money
  • What marketing and sales automation is all about
  • Core business and marketing automation concepts
  • Understanding the difference between automated vs. manual processes
  • What it takes to do marketing in today’s modern world and provide sample marketing and sales automation workflows
  • The basics of how digital business automation works
  • Benefits of automating your work processes
  • 12 ways to save time and money in your sales and marketing tasks
  • Learn about “Smart” and advanced automation workflows, for those looking for extra ways to optimize their existing e-mail marketing campaigns or automated workflows
  • Learn what a CRM is and the various marketing automation tools available
  • How to choose the best automation tools for your business
  • How to get started - an automation checklist
Digital Advertising: Fastest, Predictable and Affordable Way to Grow Your Business

Organic Search is Dead!

Tips, tricks, and techniques that you will learn to put your business on the map right away:

  • Detailed overview of digital advertising as a compliment to or replacement for traditional advertising methods (pros and cons)
  • With so many digital ad platforms, how you can distinguish between them and choose the right option to market your business online?
  • How to budget for your online ad campaign - regardless of budget size?
  • Comparisons between search engine optimization (SEO), content marketing, and online ads
  • Ad creation, design, call-to-action, etc.
  • How to effectively use “targeting” to laser-focus on your desired audience and reduce your ad budget
  • Detailed overview of ad platforms: Facebook ads, display ads, Google (PPC), video ads, Twitter, LinkedIn, Instagram, etc.
  • Great copywriting to make your ads convert
  • What exactly is “retargeting” of my ad and how does it work?
  • How all ad data can be tracked, measured, and adjusted to ensure the best return on your ad dollar (ROI)

Join us to learn how digital advertising doesn’t have to be intimidating, confusing, or even terribly expensive and learn how it can effectively grow your business or brand today.

How to Turn Leads Into Clients with a Facebook Ads Autopilot System

Are you overwhelmed with trying to figure out how ads work on social media? Have you tried creating a Facebook ad hoping to build awareness and get more clients but received little to no ROI? Do you want a better way to reach the right audience for your business and turn them into long-term clients and customers?

Successful Facebook ad campaigns can serve as a lucrative source of leads and sales for your business. If you want qualified leads for your business and more importantly, you want to convert those leads into long-paying clients, this workshop is for you. This interactive training will show you how to create a Facebook Ads autopilot system that will generate qualified leads for your business while you sleep!

After completing this workshop, you will be able to:

  • Determine when it is best to use Facebook ads for your business 
  • Create compelling ad copy and visuals so people will actually click on your ad
  • Master the three part Facebook ads system that will help you generate as many leads as you can possibly handle
  • Leverage Facebook ads to transform leads into loyal clients and customers
Internet Marketing in the Real World

Fast Track Your Internet Marketing Success

We’ll skip over theory to focus on marketing strategies that actually work in the real world. This way you can begin implementing what you learn into your business as soon as possible.  You’ll gain valuable insight to help you improve your existing website or get started on the right foot with a new one. We’ll cover the things you should do, and the things you shouldn’t when designing a website.  We’ll explore the world of social media, where you’ll learn how to find the social media sites that are best for your company to use. Plus I’ll share a system for putting your social sites on auto-pilot saving you up to 30 hours every month!

In this class you’ll also learn:

  • How to grab website visitors’ attention in less than five seconds
  • Search Engine Optimization (SEO) Basics
  • How to discover your best customers and why it matters
  • How to find FREE photos to use on your website or blog posts
  • Plus more!
Leveraging Video Marketing to Engage Your Target Audience, Drive Traffic, and Generate Leads

Nearly all business owners understand the need to have a digital or online presence, but one of the most powerful digital tools available to small businesses is video marketing. Video is huge! Online video has increased 8-fold in the past five years and video content is shared 1200% more often on Facebook alone than traditional posts or graphics.  Not enough? How about the statistic that an average website visitor will stay five times longer on a site with video? Or that nearly 80% of consumers surveyed stated that watching online videos influenced their decision making? Other than face-to-face meetings, video is by far the strongest connection you can make with your target audience. This workshop goes far beyond simple video production to helping your videos reach your audience and engage them

In this workshop you will learn:

  • Essential research before you get started
  • Basic equipment to start on a small budget
  • Scripting your videos for greatest impact and conversion
  • Optimizing videos to rank and be found on Google, YouTube, and major social media channels (video SEO)
  • Social video marketing vs. search
  • Live video streaming
  • Copywriting and creating a video Call-To-Action (CTA)
  • Lead generation with video
  • Video data and analytics - measuring your video campaigns
Leveraging LinkedIn

New Workshop being developed. Do not have a description yet.

Modern-Day Branding for Small Businesses and Entrepreneurs

In 2018, the brands and organizations paying close attention to their brand and how it is perceived in the marketplace have an easier road to stretching their marketing dollars and creating brand advocates. 

Essential for any business owner or entrepreneur, this course will explore the core elements of building and scaling a modern-day brand no matter your industry or business type. 

The course will cover an array of topics including breaking down branding misconceptions, crafting brand and marketing theories, and how to translate your brand ‘NA' into a visual language including how to work with designers. 

The following will be covered in the course:

  • Learn the fundamentals of branding and how it relates to your marketing and business plan
  • Learn to identify your audience personas and why it matters more than you think
  • Define what your brand DNA is (positioning, purpose, culture, and promise)
  • Create your brand messaging and Unique Selling Propositions (USPs)
  • Matching your brand’s visual language (logos, colors, fonts, graphical elements) with its DNA
Pay-Per-Click (PPC): Search Engine Marketing on Google's Adwords

In this advanced Internet marketing program, you will learn how to create a pay-per-click (PPC) search engine marketing program to drive your business. 

This information-packed session will answer the following questions:

  • PPC vs search engine optimization - what's the difference and what's best for me? 
  • Does it make sense for me to do both?
  • What are my PPC campaign setup options?  Which should I worry about most?
  • What are the most common PPC pitfalls and how can I avoid them?
  • How does PPC search engine marketing compare to other marketing options from a cost per lead perspective?

Here are just some of the topics we will discuss:

  • Google AdWords account setup
  • Developing your keyword basket
  • Writing great PPC ads
  • Creating landing pages
  • Bidding for maximum results
  • PPC on a shoestring budget
  • The five keys to successful PPC programs

PPC pitfalls and how to avoid them

SEO - How to Get More Traffic to Your Website Using Search Engines

Over 3.5 billion searches are done on Google every single day.  That’s over 50,000 per second!   This presents a massive opportunity for business owners and marketers to expose new buyers to their website, drive traffic and get qualified inbound leads.  But how?  The answer is SEO. 

SEO or ‘Search Engine Optimization’ is the process of optimizing your website to show up prominently in search engine results.  Unlike search engine advertising or other paid marketing channels, clicks from organic search results don’t cost you anything.  With SEO being more important than ever, it’s now an integral part of any savvy marketer’s strategy.  

This workshop is designed to help marketers of any size business to understand the key elements of SEO and the fundamentals needed to start their own campaign. 

Learner outcomes include (but are not limited to):

  • Understanding how search engine ranking algorithms really work and to clear up any myths or confusion surrounding the process
  • Learn the elements of a website that search engines evaluate when determining the ordering of search results
  • Learn best practices for writing title tags, meta descriptions, URLs and other onpage elements
  • Learn keyword research techniques and how to choose the optimal keywords for your website
  • Understand the fundamentals of ‘local’ SEO and how to execute basic local SEO optimization tactics and techniques
Social Media for the Busy Entrepreneur

Five Powerful Tools for Saving Time and Improving ROI 

Social media is now a necessary component of business marketing. The most successful businesses on social media have developed a smart marketing strategy that includes setting goals and objectives, utilizing the best tools to engage with their target audience, and consistently analyzing their ROI. In other words, there is A LOT to do when it comes to social media. As a busy entrepreneur, how can you do all these things and still manage the other stresses of your job?

During this hands-on workshop, you will learn how to make the most of your time and resources and unleash the power of social media to take your social engagement to the next level. You will learn the most relevant, proven tactics for social media success that will save you time and money!

After completing this workshop, participants will be able to:

  • Determine which social media platforms today will yield the highest engagement from their target audience
  • Use an editorial calendar to organize all your social media posts
  • Schedule content in advance and create “social listening” streams using Hootsuite
  • Create high-quality graphics in minutes for social media content
  • Identify which social media platforms are driving the highest traffic to their website
  • Easily curate trending content to promote on social media

*You are encouraged to bring your laptop as this will be a hands-on workshop.

Using Email Marketing to Grow Your Business

Email marketing is essential to your digital marketing ecosystem. It's a direct and powerful way to reach your audience and prospects on their level. Email marketing still outweighs other online marketing tactics and provides the largest return on investment. 

If email is something you have been shying away from because of knowledge, then this hands-on, interactive workshop is for you. 

Email still has a higher conversion rate over social media and search engine optimization (which are both incredibly important to your marketing ecosystem but are tactics to help build your email list).

During this introductory workshop to Email Marketing, we will walk through the importance of email marketing in your buyer's journey and where email fits into your marketing strategy. You will learn the components of what goes into setting up your email systems, be introduced to different types of email series, how marketing and sales align, frequently asked questions, and next steps.

Workshop outline: 

  1. Introduction to Email Marketing 
  2. The Buyer's Journey and Email Marketing 
  3. Components of Email Marketing 
  4. Types of Emails 
  5. Storytelling Through Email Marketing 
  6. Aligning Email Marketing and Sales 
  7. Stats That Matter 
  8. Tips to Keep in Mind
  9. Frequently Asked Questions

After leaving this workshop, you will walk away with clarity on: 

  • What email platform is best for your particular needs
  • Understanding what email series types are best for your business
  • Where email fits into your marketing strategy 
  • How to align social media, search engine marketing, and email marketing 
  • How to align sales and email marketing 

NON-PROFIT
How to Start a Non-Profit Corporation

 

A MUST for anyone thinking about starting a Non-Profit Corporation

This workshop will give you an understanding of how to start and organize a non-profit corporation and the responsibilities for operating it.

What you need to know before starting a non-profit: 

  • Steps to take to begin a non-profit
  • Legal filings to achieve a tax exempt status
  • How non-profits generate money
  • Management structure and supervision of a non-profit
  • Alternative to non-profit - fiscal sponsor
  • Keys to success for a non-profit corporation

 


QUICKBOOKS
QuickBooks Desktop Part 1 (not for Online or Mac)

This workshop does NOT cover QuickBooks Online or  QuickBooks for a Mac.

If you do not know which QuickBooks version you have please call Sandy Rehart at 760-215-3335.

Learn to use the most popular bookkeeping software ever! 
 
You can do your own bookkeeping and control all your finances in-house! This class demonstrates all the basics so you can get started right away.

  • Setting up a company
  • Customer invoicing
  • Receiving payments
  • Tracking receivables
  • Entering and paying vendor bills
  • Receiving and tracking inventory
  • Credit card charges
  • Reconciling and preparing financial statements

This is a lecture-format workshop on PC. You will receive comprehensive handouts to follow the computer-based visual demonstration. You may bring a laptop for hands-on participation, but individual computer issues cannot be addressed during the workshop.

QuickBooks Desktop Part 2 (not for Online or Mac)

This workshop does NOT cover QuickBooks Online or QuickBooks for a Mac.

If you do not know which QuickBooks version you have please call Sandy Rehart at 760-215-3335.

Learn how to customize QuickBooks for your company using the preferences.  Learn more about setting up items for invoicing and customizing invoices.  Learn tips for faster and easier bookkeeping and learn more about reports you need for your business.

You can do your own bookkeeping and control all your finances in-house! This class demonstrates all the basics so you can get started right away.

  • Customizing company preferences
  • Memorizing and scheduling transactions
  • Learn to customize reports for your business
  • Customize your invoice

This is a lecture-format workshop on PC. You will receive comprehensive handouts to follow the computer-based visual demonstration. You may bring a laptop for hands-on participation, but individual computer issues cannot be addressed during the workshop.

It is recommended, but not required, that QuickBooks Basic Part 1 be completed before attending QuickBooks Basic Part 2. 

QuickBooks Online, Part 1 (not for desktop or Mac)

This workshop does NOT cover QuickBooks Desktop (Windows or Mac Versions). It also does NOT cover QuickBooks Self Employed Online version.

If you do not know which QuickBooks version you have please call Sandy Rehart at 760-215-3335.

You can do your own bookkeeping and control all your finances from anywhere. This class demonstrates how to choose which version of QuickBooks Online is right for you and teaches the basic functionality of the software.

Part 1

    Topic 1: Converting from QuickBooks Desktop to QuickBooks Online
    Topic 2: Introduction to QuickBooks Online
    Topic 3: Navigating QuickBooks Online
    Topic 4: Chart of Accounts
    Topic 5: Product and Services
    Topic 6: Vendors – Expenses & Purchases
    Topic 7: Time Tracking – Employees & Sub-Contractors
    Topic 8: Customers – Sales Transactions

Part 2 

    Topic   9: Payroll
    Topic 10: Bank Feeds
    Topic 11: Sales Tax
    Topic 12: Extra Information on Transactions
    Topic 13: Reporting
    Topic 14: Expanded Functionality in the Office
    Topic 15: Support

This is a lecture-format workshop being taught from a PC. You will receive comprehensive handouts and a student guide. Since the software is cloud based, students are encouraged to bring their laptop as the sample file being taught from will be available to class participants if they wish to follow along on their PC. Otherwise the handout will contain the link so students can practice after class.

QuickBooks Online, Part 2 (not for desktop or Mac)

This workshop does NOT cover QuickBooks Desktop (Windows or Mac Versions). It also does NOT cover QuickBooks Self Employed Online version.

If you do not know which QuickBooks version you have please call Sandy Rehart at 760-215-3335.

You can do your own bookkeeping and control all your finances from anywhere. This class demonstrates how to choose which version of QuickBooks Online is right for you and teaches the basic functionality of the software.

Part 1

    Topic 1: Converting from QuickBooks Desktop to QuickBooks Online
    Topic 2: Introduction to QuickBooks Online
    Topic 3: Navigating QuickBooks Online
    Topic 4: Chart of Accounts
    Topic 5: Product and Services
    Topic 6: Vendors – Expenses & Purchases
    Topic 7: Time Tracking – Employees & Sub-Contractors
    Topic 8: Customers – Sales Transactions

Part 2 

    Topic   9: Payroll
    Topic 10: Bank Feeds
    Topic 11: Sales Tax
    Topic 12: Extra Information on Transactions
    Topic 13: Reporting
    Topic 14: Expanded Functionality in the Office
    Topic 15: Support

This is a lecture-format workshop being taught from a PC. You will receive comprehensive handouts and a student guide. Since the software is cloud based, students are encouraged to bring their laptop as the sample file being taught from will be available to class participants if they wish to follow along on their PC. Otherwise the handout will contain the link so students can practice after class.


RESTAURANT
Starting a Restaurant

This workshop is a MUST if you are serious about owning and operating your own restaurant! 

These essential aspects of a restaurant project will be discussed:

  • Concept
  • Planning
  • Design
  • Contractors
  • Hiring
  • Training
  • Staffing
  • Motivating Employees
  • Vendors
  • Accounting
  • Cost Control and Analysis

Also, the importance of a comprehensive and effective marketing and advertising plan will be detailed, along with information regarding your interaction with regulatory agencies, including local, state, and federal government.

You'll get the help you need to make an informed, intelligent, and financially sound decision on whether restaurant ownership is right for you.  If it is . . .

This workshop provides the information you need to get started!


SALES
Cold Calls, Prospects and Testimonials

This workshop teaches attendees how to make productive and professional cold calls as well as how to get great testimonials and referrals. You will learn the important things to do and consider before picking up the phone to make a cold call, the things to say to get your prospects attention and into a dialog and the things that you shouldn’t say because they are likely to cause the conversation to end.

We will help you develop a cold call script for your specific business or service and give you feedback on how to make it better.   

Everybody would like more referrals and testimonials. So we are going to not only share with you how to get them, but tell you how to use them to get significantly more business.

Customer Service, Retention & Satisfaction

All the business savvy in the world won't make you successful - Your customers do that! Without customers, there is no business. 

In this workshop you will learn how to make great impressions in any situation so customers keep coming back. In addition, we will focus on building existing customer relationships to bring more business.  You will walk away with new skills and plans to succeed in wowing your customers. 

Topics include:

  • What do your customers really want?
  • How do you find that out?
  • Perceptions of bad service and how to fix it
  • Working with difficult, angry or frustrated customers
  • Making great impressions in person, on the telephone and via email
  • Proven, reliable customer methods that work
  • Training employees to "walk the talk" in customer service
Mastering the Sales Process

This program focuses on direct sales and will help you feel more comfortable and competent when meeting with prospective customers. You will learn how to identify prospects and the key to getting the prospective client’s interest, so that with a well-designed sales presentation you can determine which benefits are important to your prospect. The workshop also reviews telephone techniques to help get appointments, and you'll receive tips on how to understand different personalities and the importance of that in making your sales efforts more effective.

Experts will also lead discussion on:

  • Key focus areas in selling
  • Selling benefits
  • Identifying your target market
  • Qualifying your prospects
Selling on Amazon

Amazon and their Fulfillment by Amazon (FBA) platform is simply the easiest and most effective way for you to get started selling physical products online.  There are many different online selling business models, like, retail arbitrage, selling wholesale products, and reselling.  This workshop however will focus on building and selling your OWN brand of physical products.

What if you don’t know what to sell and have no clue how to get products manufactured? That’s OK, because during this 3-hour workshop you will learn a step-by-step blueprint on how to do exactly that.

Join us to learn:

  • How to research proven top selling products on Amazon
  • Tips on how to differentiate your product to appeal to buyers
  • How to find a manufacturer in China
  • What you need to open an Amazon Seller Central account
  • How to ‘stage’ your Amazon product listing
  • How to use reviews to your advantage
  • What does BSR, ranking, indexing, ASIN, FNSKU, FBA, buy box mean anyway?

 And much, much more.


OTHERS
The Art of Negotiation

Almost everything in our business lives revolve around negotiating.  Negotiating with landlords, suppliers, customers, etc.  Negotiating today has become as much a science as an art. 

Join us to learn some fundamentals of negotiating that will dramatically improve your business practices.  This exceptional program is new to SCORE and is based in part on Pepperdine University’s famous Strause Institute’s program on professional negotiating.  Learn about such negotiating principles as BATNA (Best Alternative To No Agreement); Negotiations as a process, not an event; Negotiating from a position of strength, Planning for a negotiations session, and numerous negotiating tactics.

Buying and Selling a Business

ATTENTION BUSINESS BUYERS OR BUSINESS SELLERS!  This workshop is essential if you are thinking about buying or selling an existing business.  In this workshop presented by business buy-sell transaction professionals you will:

  • Learn about the marketplace for the business buy-sell transaction - and how to find and access the “Hidden Market”
  • Hear about the process and people involved in buying or selling a business and learn how to effectively deal with business brokers and other advisors
  • Gain a practical, working knowledge of basic principles of business valuation and pricing
  • Learn about the financing issues that can make or break the deal and about the critical role of “negotiation” in making and concluding a deal
Costing, Pricing, Break Even Analysis

All businesses face the same critically important challenge: How to price products or services and make a profit. Before establishing prices you should understand your marketing goals, the factors that influence pricing strategy and the possible pricing strategies you might employ.

But pricing is only half the picture. You also need a basic understanding of costs and how they behave as sales increase or decrease. How much do products really cost? If you are in a service business how much do your employees cost you? In this workshop we’ll cover pricing and costing basics and show you how to answer some very basic questions, such as:

  • What annual sales level is needed to cover my costs and simply break even?
  • How much do I have to sell to realize my targeted income?
  • How much do I have to sell every day just to warrant opening my doors?
  • Is it a good idea to move to a larger or nicer facility?
  • Should I hire full-time employees or hire hourly independent contractors?
  • What pitfalls should I avoid when setting my prices?

This is a challenging workshop and is designed for those who are already in business or are in the process of preparing a business plan and financial projections. A basic understanding of financial statements will be helpful but not necessary. Attendees will receive Excel templates to help in calculating product and labor costs as well as the business breakeven point.

Doing Business with Government and Prime Contractors

How to Compete for Federal Government Contracts  

The federal government, the State of California and local governments spend a great deal of money procuring goods and services from small businesses. For example, for the last fiscal year, the federal government goal for small business procurement was about ninety billion dollars! The State of California goals are even more ambitious! In addition, checks from the government do not bounce. As a result, it makes sense for small businesses to consider working as a government contractor. 

However, working for the government requires adherence to specific rules involving registration and certification. It also has its own set of ground rules for marketing.

This workshop provides an overview of the general requirements for government contracting. Then the workshop provides the participants with more specific information on registration, and on obtaining certification for preferred treatment. Finally, the workshop gives specific recommendations where small business owners can go to get help in marketing and some tips on how to market and work with prime contractors.

Financial Statements: Their Importance and How to Use Them

Have you ever found yourself making any of these comments? 

  • I know I need to do a business plan and it has to include projected financial statements, but I really don’t understand what they are -.I’ve never been any good with numbers
  • I think I’m making a decent profit, but I never seem to have enough cash to pay my bills
  • I can print my financial statements out of QuickBooks, but I really don’t know what I’m supposed to do with them.

If so, this is the workshop for you.  This is a very basic workshop and we’ll go over the financial statements that every business owner should be reviewing.  We’ll show you what to look at and why.  Learn the best practices to follow and the common pitfalls to avoid.

A business can be profitable right up to the time it goes bankrupt!  Profits are not the same as cash and cash will always be king!

Hire and Manage Great Employees

Upon completion of this course, you should be able to:

  • Identify your hiring needs
  • Write a job description
  • Understand the process for selecting and hiring employees
  • Acquire the skill set for interviewing candidates
  • Conduct performance review
  • Know how to be a mentor and coach
Importing, Sourcing and Payments

Perhaps you have an idea for a product to import --  

  • It’s unique, scarce, or just not available here
  • You may know a supplier
  • You can buy it cheaper offshore

SCORE’s Importing workshop is for you! It will address -- 

  • Finding a reliable supplier
  • Building a viable relationship
  • Getting the product here
  • How will payments be made?
  • What help and resources are available to you?  

The workshop presenters are SCORE volunteers with lifetime careers in various aspects of international trade, who will share their real-life experiences. Help for EXPORTERS is plentiful. Help for IMPORTERS is harder to find! If you are serious about importing, this workshop is for you!

Insurance - How to Protect You and Your Business

Every business has certain risks related to its operation. To protect your business and personal assets, insurance coverage is critical. Knowing what type of insurance is required, how much insurance is appropriate, and how to obtain that insurance for your business are the questions this workshop will address.

Get Answers from an expert on these important issues: 

  • How do I get the most out of my insurance dollar?
  • What insurance is an absolute must to avoid great risk to my business?
  • How do I value my buildings and personal property?
  • How will damage to my property affect my revenue and profit?
  • What about using my own car or employees' cars in business?
  • What are the issues if I use subcontractors?
  • How do I evaluate the insurance indemnity provisions of contracts?
  • Should I use an insurance agent or broker?  How do I find one?
  • Which Employee Benefits (life, health, 401k) should I consider?
  • Should I consider Disability Insurance? Buy/Sell? HSAs?
IT Management for Small Business Made Easy

We live in an information age and information overload is real! A new business starting up is even more vulnerable to the stress of managing all the information coming at you and knowing what to pay attention to. How do you keep it straight? No one has time to lose so manage your information as effectively and efficiently as possible. Information is your most important asset. This workshop helps you learn important skills to manage it.

You may know the panic when even one important document goes missing or the wrong version of a contract is sent to a client. Your di­­gital information is sitting on all your computers, file servers, tablets, mobile devices and Cloud storage service. It is imperative to have guidelines or best practices for naming and saving your documents so you can find them again.

There are a myriad of choices of what to choose for your business infrastructure required to support information management (hardware, software and services). Understand what you need before selecting the tools you need to do it. Make an educated decision of whether your IT should be managed in-house or by a managed service provider. 

This workshop will present an overview of these important topics relating to information management for new or existing small businesses. The workshop consists of two segments:

  1. Digital Organizing for document management – Learn to organize your “unstructured content” or the electronic files that lie outside of a database such as your computer files, share drives, desktops, emails and cloud based storage services. Do you know where your data is? Get all your “docs” in a row with digital organizing.
  2. Technology for information management – Understand the options for technical devices and services to support your information management requirements. Guidelines for selecting hardware, software and services for deciding if they should be totally owned and managed in house, a managed service provider (MSP) or a combination of the two.
Patents, Copyrights and Trademarks

Included in the discussion will be the proper use of Provisional Patent Applications, differences between Utility and Design patents, effective use of the PCT, Madrid Protocol and trademark filings. The presenter will also simplify the patent and trademark examination procedures, and give some tips of how to minimize legal expenses and maximize legal protection.

Realize Your Dreams - 6 Steps to Choosing the Correct Franchise

This workshop covers the essentials for anybody interested in owning and operating a franchise, taught by an experienced franchise owner/operator. It covers: 

  • How to own a franchise
  • Special assistance for veterans and disabled veterans interested in owning a franchise
  • How to finance the purchase of a franchise or financial assistance for franchise owners
  • Financing with Rollovers as Business Start-ups (ROBS) plans
  • All about Franchise Disclosure Documents (FDD); let’s discover what’s in there
  • SBA products and services to help you start, manage and grow your franchise business!
Create Your 30-Second "Sizzler" Elevator Speech

In this fun 3-hour highly experiential workshop you will learn the absolute essential elements of your “Sizzler”, or elevator speech, AND you will actually create one that both feels right in your heart and motivates your listeners to ask you to tell them more about what you do!

No more “bumbling" intros that leave your listeners, and maybe even you too, confused or bored. Remember, first impressions matter - a lot!

You are doing amazing opportunities for others and the audience can only support you if they truly understand how they might use your services or give you referrals.

Come join us - and leave feeling prepared and confident to “speak your sizzler” anywhere, anytime, so you can truly “grow” your life and your work!

Tax Considerations for Small Business

Understanding the New Tax Law - This workshop will explain the key income tax changes for Corporations, S Corps, LLCs and Sole Proprietors made by the recent tax law. Also, individual income tax changes will be discussed.

There are several types of taxes that businesses must pay during the calendar year. Understanding each one of these tax liabilities, being certain to meet the time requirements (and save penalty dollars!) and using all the appropriate information to determine the amount owed is critical to successfully managing your small business.

In this important workshop you will learn --

  • What information is needed to file your income, sales and payroll tax returns
  • How taxes affect your business decisions
  • The tax impact of business growth on your cash flow
  • Important tax rules which can save you tax dollars 
Your Business Entity - What Type is Best for You

What Every Small Business Owner Should Know

There are many ramifications of the legal organization of a business: legal, tax, and liability issues that must be evaluated.  This workshop focuses primarily on two types of legal organizational structures, the corporation and LLC, along with the advantages and disadvantages of each, as well as how partnerships and sole proprietorships compare.

You will learn, from a small business attorney as well as a CPA, the pros and cons of the following business structures:

  • Corporations
  • Limited Liability Corporations (LLCs)
  • Partnerships
  • Sole Proprietorships

This workshop can help you avoid some of the most common small business mistakes!