Nonprofit Seminar: Success through Nonprofit Board Governance, Planning and Roles @ Silicon Valley SCORE
Feb 25 @ 9:30 am – 12:00 pm

Boards are fundamental keys to nonprofit success.  We will explore fundamental documents, bylaws, how to recruit board members and key roles. A fundamental issue is governance which includes doing strategy planning and fundraising. The board is a big key to the success of your organization. We will also discuss management and staff roles.

Key Topics:

  • Mission, Vision, Values, handbooks, articles, bylaws
  • Roles of the board- fundraising and other tasks they have responsibility to complete. Roles of staff and management.
  • How to recruit board members
  • How the board must be utilized to ensure the Nonprofit’s success
  • Strategic plan- the process and results

Learning Outcomes

  • Process for Strategic Planning
  • Executive Director responsibilities and board Approval and Governance process.
  • What are the legal and ethical responsibilities of a board
  • Business and Strategy Plan – differences and similarities

What People Are Saying About This Class:

“Wish I had come earlier in my nonprofit’s development”

“Great discussion on what is needed“

“3-step process will help me do the plan”

If you have trouble registering, send an email to info@svscore.org



Dr. John Edwards received his PhD in Solid State Physics from the University of Illinois, Urbana-Champaign. John has 20 years’ experience as a counselor, mentor and lecturer for small businesses owners, both for profit and nonprofit. He has worked with and has helped more than 1000 business owners in all stages of the business cycle—from startup, growth, and turn-around to sale.
John specializes in helping nonprofit businesses and teaches numerous business courses and seminars that emphasize innovation, entrepreneurship and business-planning needs for both profit and nonprofit businesses. He also has more than 25 years’ experience in all aspects of the semiconductor industry

Counseling for Nonprofits:

Silicon Valley SCORE members, with nonprofit experience in Silicon Valley, offer counseling for nonprofits. Counseling sessions can be requested with the following experienced members: Nadera Alam,  John Edwards, Gerry Fields, Barbara Haofstein Spiegel, Bob Goedjen, Nev Griffin, Ray Noble, Brian Neth, Jack Maxfield, Karun Shimoga, and Neal Weinstein. 

Evaluate Your Business Idea @ Silicon Valley SCORE
Mar 6 @ 11:00 am – 1:00 pm

New Workshop: Evaluate Your Business Idea 

Do you want to start a business but not sure if your idea is feasible? Or do you need help gathering your thoughts into a viable business idea?

During this hands-on workshop you will learn the essential steps of developing and evaluating your business idea, including:

  • What are your options for going into business
  • How to turn your business idea into a reality
  • How to conduct preliminary research
  • Use a one-page tool in the workshop to evaluate 8 aspects of your company, including customer, cost, pricing and marketing

Key Topics:

  • Common traits and characteristics of entrepreneurs.
  • Advantages and disadvantages of starting a business on your own, buying a franchise or
    buying an existing business.
  • Assessing the feasibility of your business idea or opportunity.
  • The value and purpose of a formal business plan.

Learning Outcomes:

  • You will be able to compare your personality traits, strengths and weaknesses
    with those common to successful entrepreneurs.
  • You will learn the advantages and disadvantages of starting a business on your
    own versus buying a franchise versus buying an existing business and why it is
    important to consider all three options.
  • You will learn how to assess the feasibility of your business idea or opportunity.
  • You will hear why it is important to prepare a formal business plan if you decide
    to proceed and an overview of what that plan should include.

About the Speaker:

Ray Noble

 Ray Noble has developed and led strategic and business planning both at SCORE and throughout his career. As a CEO, he took his company to higher profitability and tripled sales. Ray is also a CPA and MBA. The combination of understanding good financial management and good business strategy will be a great benefit to your organization.
Ray has helped a variety of clients to improve their businesses. His background is broad and he has experience in marketing, sales, manufacturing, off shore ventures and sourcing, accounting, operations, and HR from his CEO days. Ray is also very involved at SCORE in the nonprofit business where he can apply his strategic planning to achieve better results for your worthy cause.

Free Entrepreneurs’ Legal Advising Clinic (SCORE) @ Silicon Valley SCORE
Mar 6 @ 5:30 pm – 8:00 pm

Wrestling with a thorny legal question, but can’t afford the cost of a high-priced business attorney?

Many entrepreneurs and small business owners say they could have saved considerable time, expense, and headache if only they had consulted an attorney earlier rather than later, especially on legal issues such as the following:

  •     Founders’ Agreements
  •     Entity Choice (Sole Proprietorship, LLC, Corporation, etc.)
  •     Licensing and Other Regulations
  •     Financing
  •     Employment Matters
  •     Independent Contractor versus Employee Classification
  •     Equity Compensation
  •     Restricted Stock & Shareholders’ Agreements
  •     Taxation
  •     Non-Disclosure Agreements
  •     Intellectual Property Protection (Trademarks, Copyrights, Patents, etc.)
  •     Privacy Policies
  •     Website Terms of Use
  •     Commercial Lease Agreements
  •     Customer and Vendor Contracts
  •     Licensing Agreements

At this clinic, you can talk to an experienced business attorney about any of these issues, and more, so you can focus on your business.

Note: The Entrepreneurs’ Legal Advising Clinic is an extension of the Entrepreneurs’ Law Clinic at Santa Clara University School of Law (law.scu.edu/elc). Volunteer attorneys will conduct counseling sessions with entrepreneurs while mentoring law students who conduct intake interviews and research, and participate in the counseling sessions. 

Clients will be seen between 5:30 and 8:00 pm by appointment only, and will be asked to furnish in advance information about their business or plans and the nature of the legal issue(s) on which they seek advice.
To receive more information, go to: http://bit.ly/2GpaxSc

​​​​​Free. Registration required, please use link provided to make an appointment.

Software Tools You Need: Google’s Tool Offerings @ Silicon Valley SCORE
Mar 7 @ 9:30 am – 12:30 pm

Simplify Your IT and Take Charge

In this workshop, we will explore the software tools you need as a small business or consultant, Google’s cloud IT suite of tools (G Suite) and what it covers. You will get a live demo, as well as best practices for G Suite’s use from someone who worked at Google for over 10 years and is a a G Suite Certified System Administrator. We will also go into details about where to find other tools if you need them later down the road. And for those so inclined, why and how you would want to become your own IT department. You will also get a chance to ask questions.


Key Topics:

  • Software tools you need as a small business or consultant
  • Benefits of working in a cloud environment
  • Why you want control over all your software tools
  • Google tools you can use: G Suite (communication-, office-, website-, marketing-, and other tools)
  • G Suite’s costs
  • Live demo
  • Compatibility with Windows, Mac OS, as well as with office suites, such as Microsoft Office, LibreOffice, OpenOffice
  • Best practices for security and sharing
  • How to find software for needs that Google doesn’t meet
  • Why and how you may want to become your own IT department, and how to get support
  • A glimpse into hardware

Learning Outcomes:

  • Awareness of cost-effective and easy-to-use software tools from Google
  • Information to calculate G Suite’s costs vs. your current costs
  • Information to judge whether G Suite fits your needs
  • Knowledge about how to get started with G Suite
  • Awareness of best practices for security and sharing
  • Awareness of how to find software for needs that Google doesn’t meet
  • Reasons why and how you may want to control your own IT
Starting a Business: Write a Business Plan @ Silicon Valley SCORE
Mar 13 @ 11:00 am – 1:00 pm

Starting a Business: Write a Business Plan 

Commit your business idea to paper. It’s the key to Success!

This class is a follow-on and companion to Thinking of Starting a Business.  It walks you through the basics of putting your business idea on paper. It teaches the basic content of what is required and gives you help in thinking through some of the issues. It is aimed at folks who have a feasible business idea and are now ready to think through all of the details. It is the information that you need to attract people, money, and clients but it needs to be written. It helps you to describe your product or service, your market and your potential clients. Going through the Business Plan process reveals to you the strengths and weaknesses of your idea and how to improve it. It gives you the confidence to sell your idea to others. This process forces you to think through the critical issues in an organized way and sharpen your business skills. The business plan will help you prepare your roadmap for success.

Note: This class is designed for those who have clearly defined and documented their business model and its feasibility as developed in the class “Thinking of Starting a Business”.

This class teaches you the key elements of a business plan including:

  • How to find important market and competitive data relevant for your business;
  • How to figure out the unique benefits your business has to offer;
  • How to position your business and develop a realistic sales projection.

Learning Outcomes:

  • You will learn about market share and its importance
  • You will learn about customer demographics and why they’re key
  • You’ll learn to describe your business strategies
  • You’ll learn the importance of describing your business succinctly
  • You will learn to create a two-year financial plan
  • How to price your services to make a profit

What People Are Saying About This Class:

  • “Really helped me get my head around the business”

  • “Great class to get started on a business”

  • “These guys really know their stuff”

Doing Business With the Federal Government & Top Ten Rules of Proposal Writing @ SBA Entrepreneur Center
Mar 14 @ 1:00 pm – 4:00 pm

Overview: This workshop provides all the necessary details of what you need to know about the Federal buying market and how to successfully write a winning proposal. The first portion of the workshop covers an overview of the Federal buying market, where to search for contract opportunities, and direct access to key contracting resources. The next second half covers the nuts and bolts of the proposal writing process, and how to develop a winning strategy.

 Topics included in the first half (45 minutes):

  • basic government contracting rules and practices
  • how to become a qualified government contractor
  • how to search for contracting opportunities
  • how to market and sell to the government

 Topics included in the second half (one and ½ hours):

  • how to build value added government relationships
  • how to develop a winning strategy
  • how to respond to an RFQ/RFP
  • how to increase your chance of winning a government contract
QuickBooks OnLine @ Silicon Valley SCORE
Mar 16 @ 1:30 pm – 5:30 pm

This QuickBooks Online class helps you to learn this accounting software from ground zero and as you build up your company: how to enter day-to-day transactions and get information you need from it. This is a hands-on class.  Bring your own computer and practice in class. You will find that QBO is basic, intuitive and user friendly.

Key Topics:

  • Set up business
  • Set up chart of account
  • Add Vendors Information
  • Add customers Information
  • Money In
  • Money Out
  • Bank Reconciliation
  • Financial Statements

Learning Outcomes: People who attend this class will learn:

  • You will get back to your business knowing how to handle daily transactions and get information you need at your fingertips.
  • It will save you time in managing your money and help you to make sound business decisions with information you can pull from QBO.

What People Are Saying About This Class:

  • “I am now QBO confident.”
  • QBO is user friendly and easy to follow.
  • “This class is really helpful.”

About The Course Instructor:

Ruoyu Loughry


Ruoyu Loughry, a CPA, holds MS in Taxation, MBA in Finance, and BA Accounting, plus 30 years experience with numbers.  She is a CPA firm owner, helping people improve profitability in business, reduce tax liability and increase personal wealth. She is a public speaker, teaches QuickBooks, QBO, business accounting and tax, and financial literacy courses.

Ruoyu started using QuickBooks in 1996, helping a client to set up accounting, enter transactions, and prepare financial statements. She has used QuickBooks almost every year from 1996 to the 2018 version. She currently has clients using both desktop and online versions. She is a QBO Certified ProAdvisor.

Payroll Taxes 101 @ Silicon Valley SCORE
Mar 18 @ 11:00 am – 1:00 pm

You’ve hired your first employee! Now what?

They need to get paid and you want to stay in compliance.  

This is an introductory course in understanding payroll taxes, workers compensation and how to go about paying them!  

In this course, you will get a checklist of all payroll requirements.

In this class you will learn:

  • The steps to hiring your first employee and paying them
  • How to navigate payroll taxes
  • How does workers comp integrate with payroll?

 Key Topics:

  • Payroll liabilities in the form of a chart
  • Deciding how to handle payroll
  • How workers comp audits work 

Learning Outcomes:

  • How to calculate payroll taxes and give you ease of mind
  • How to stay in compliance with the ever changing California law
Market Research @ Silicon Valley SCORE
Mar 19 @ 6:00 pm – 9:00 pm

Market Research 

The key to building confidence

This class is about the basics of Market Research and how to do it. It is designed for folks who are unsure about how to fill in some of the spaces in a business plan. In this class, you will develop both the knowledgeand the skills to find the information you need. By developing a prepared question set and with some modeling, you can put your efforts to finding out the things you need to know in order to successfully build a business plan and a business. This class addresses what questions to ask, who to ask and what to do with the answers for both primary and secondary research.

Key Topics:

  • What is your market and how large is it? Is it growing or shrinking?
  • Who are your customers? What are they looking for?
  • Which competitors are going after which segments? How can you beat them?
  • What are some sources of “secondary market data” and how does one get “primary market data”?
  • How do you model markets where you can’t find data?

Learning Outcomes:

  • What is Market Research?
  • What do I need to know to do a business plan?
  • What are the questions I need to ask to get the right answers?
  • Now, what do I do with all the information?
  • What are the tricks about asking questions and getting good answers
  • What is primary and secondary research and why is it important?

What People Are Saying About This Class:

  • “Learning the skills made a huge difference”

  • “Never knew that asking questions was so simple…and so complicated”

  • “This was great! I now know what I need to do.”


About The Speaker:

Mark Levi

Mark graduated with a BSEE degree from Purdue University. His 50 year career was focused in the Semiconductor Industry with extensive management experience in both Sales and Sales management as well as marketing and strategic planning both in the US, in Europe and in Asia. After being the Sales Manager at Motorola Semiconductor he went on to serve as Vice President of Marketing in the Analog and Automotive Divisions of National Semiconductor. Mark was the VP of European Sales and the Group Director of the Microprocessor Division at National. He also served as Senior VP of marketing at Zarlink Semiconductor. He continued to consult in marketing and sales to various semiconductor clients before joining SCORE. Mark has extensive experience in market research and strategic planning for small businesses.

Small Business Taxes @ Silicon Valley SCORE
Mar 21 @ 9:30 am – 12:30 pm

Income Tax Basics for the Small Business

As a small business owner knowing the basics of taxes will help save you money and potentially keep you out of trouble. In this class we will discuss business entities and the different forms for each. We will talk about what is deductible and what is not and where to you use them. How profits and distributions effect your tax bill and many other important subjects that you should know as a business owner.

Key Topics:

  • Choice of business entity
  • The 1st years tax elections and their effect
  • How to deduct assets
  • Deducting your auto
  • The returns that you will need to file
  • The areas that the IRS focus on, should be audited
  • Tax planning techniques

Learning Outcomes: People who attend this class will learn:

  • About the importance of quarterly tax payments
  • How profits vs. distributions affect your tax bill
  • What taxes business owners need to pay
  • How to reduce your taxes and save for the future
  • What credits you can claim

What People Are Saying About This Class:

  • “Enjoyed the many real world examples”

  • “I now know a lot more about tax law now”

  • “Great class discussion”

About The Course Instructor:

Bill Oakes

Bill has over 25 years of experience as a small business owner in Silicon Valley. BIll’s business was focused on small business taxes, bookkeeping, and business planning. Tax preparation, planning, and taxpayer representation, personal financial planning and financial planning seminars were also offered. Clients included: trade contractors, retail, consultants, automotive, restaurant, landlords, real estate entrepreneurs, hair salons, machine shops and more.
Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients. 
Bill is an EA (enrolled agent) enrolled to represent taxpayers before the IRS .CFP® Certified Financial Planner
He has a BA State University of New York Mathematics and Statistics and a MS Boston University Computer Science

Nonprofit Resource Development (CEU Credit) @ Silicon Valley SCORE
Mar 25 @ 9:30 am – 12:30 pm

The class can be taken stand alone or as part of continuing education credit at San Jose State. To learn more about continuing education credits contact: Mary Anne Burke at: maburke1@sbcglobal.net    

  • Monday March 25 from 9:30 AM to 12:30 PM (Success with Nonprofit Volunteers)
  • Monday April 8 from 9:30 AM to 12:00 PM (Grant Writing Workshop: Part 1)
  • Monday April 22 from 9:30 AM to 12:00 PM (Grant Writing and Fundraising Workshop: Part 2)
  • 2 1/2 hours of homework required

“Nonprofit Resource Development Course” content 1 (One) Continuing Education Unit (CEU) Provided by San Jose State. You must complete the following 3 classes (see above also) and will have 21/2 hours of homework.

The classes being offered 3 Mondays with homework and will enable nonprofit leaders, founders and staff to develop compliant grants and resources that can support the organization’s services and mission. The focus besides grants and the use of volunteers will cover resource planning and budgeting and how to develop funding strategies for your organization

This course is structured for those students/new leaders who want to start a nonprofit, work in the nonprofit world or who are working or volunteering in a nonprofit and want to sharpen their skills. The course focuses on resource development to sustain the nonprofit and meet the mission.

The course is a good opportunity to sharpen your skills and knowledge and to add to your resume. It will help in the grant application process as well, and will be an excellent plus for yourself and for your organization. This course can make a difference in your career and your nonprofit’s success.

The following classes comprise the course curriculum and can be taken as stand- alone classes:

1. March 25 Monday 9:30 AM-12:30 PM. (Success with Nonprofit Volunteers).Training will focus on developing volunteers for nonprofits. You will learn how to assess volunteer needs, consider innovated recruitment strategies. Training and evaluation and leadership development among volunteers will be key topics.

2. April 8 Monday 9:30 AM-12:00 PM. (Grant Writing Workshop: Part 1).Will provide training on grant writing. It includes how to leverage resources and collaborative services, locate grant funders, write and modify grants for new funders.

3. April 22 Monday 9:30 AM to 12:00 PM. (Grant Writing II and Fundraising Workshop: Part 2). This class applies the grant writing class and explores how to write compelling needs statements, create measurable goals, complete a budget and build capacity for leveraged funding.  

4. Don’t forget about the homework. Homework assignments may include completing a volunteer development plan after the first workshop and a grant template after the second.

You will receive 1 unit of continuing education credit for your study of “Nonprofit Resource Development” The courses are discounted as part of the continuing education credits and nonprofit certificate work.

         Please contact Mary Anne Burke at maburke1@sbcglobal.net for questions about this wonderful opportunity.

About The Speaker

Mary Ann Burke

Mary Ann Burke has served as a credentialed parent educator and fund development adjunct professor for over thirty years in California schools. She is the author of four Corwin Press Books on parent and community engagement in schools. Her Simplified Grantwriting book highlights how nonprofits and others can use grants to obtain needed resources. Dr. Burke previously led the Santa Clara County Office of Education’s Parent Engagement Initiative that serves as a state model for best practices in parent engagement for culturally diverse families. She holds a doctorate in Educational Leadership and Administration from the University of Southern California. 

Success with Nonprofit Volunteers @ Silicon Valley SCORE
Mar 25 @ 9:30 am – 12:00 pm

Learn how to recruit, motivate and retain volunteers for your nonprofit

The class can be taken stand alone or as part of continuing education credit workshops titled, “Non Profit Resource Development”. To learn more, please contact Mary Anne Burke at www.maburke1@sbcglobal.net . This is a great opportunity to increase your skills in the nonprofit world and to add to your resume. For ceu credit you will need to take two additional classes: Grant Writing Workshop and Grant Writing II and Fundraising Workshop.

Volunteers is a two-hour workshop for nonprofit staff and leaders and newcomers in nonprofit businesses. The focus of this presentation supports nonprofit startups and staff and leadership of existing nonprofits. This is a popular class so please sign up early. Excellent learning experience for all nonprofit staff.

As nonprofit staff funding becomes scarce, the need for a well trained and informed volunteer staff is essential to meet labor shortage needs and support added services. The simplified process for recruiting, training, and supporting volunteers is based on a book titled Recruiting Volunteers: A Guide for Non-Profits by Mary Ann Burke and Carl Liljenstolpe. 

You will learn how to:

  • Reassess your use of volunteers
  • Identify new functional roles for volunteers
  • Consider innovative recruiting strategies
  • Design a comprehensive volunteer training
  • Create ongoing volunteer evaluations
  • Cross-train volunteers for leadership

Learning Outcomes

  • Evaluate how you can use volunteers in your organization
  • Clarify your organization’s mission and use of volunteers
  • Identify how to use volunteers in various capacities
  • Understand volunteer recruitment strategies
  • Increase your use of volunteers in new leadership roles

About The Speaker

Mary Ann Burke

Mary Ann Burke has served as a credentialed parent education volunteer development trainer and fund development adjunct professor for over thirty years in California’s schools. She is the author of four Corwin Press Books on parent and community engagement in schools. Her Recruiting Volunteers and Simplified Grantwriting books highlight how communities can partner together to use volunteers as leaders and as a resource to support services and resources for families and schools. Dr. Burke has presented volunteer training and development, school-community engagement, and fund development strategies at numerous state and national parent and community engagement events. Dr. Burke has an Ed.D. with a focus on Educational Economics and Finance from the University of Southern. She is a certified California Association of School Business Officials (CASBO) Chief Business Officer.

How to Advertise on the Internet @ Silicon Valley SCORE
Mar 26 @ 6:00 pm – 9:00 pm

Get website traffic fast, start making money sooner

In this class we will cover how advertising works on the Internet, why it should be considered for every small or large business, and how to make the most of it.  Learn how Google AdWords works, along with Bing, Facebook, Instagram, LinkedIn ads and more.

Key Topics:

 Find out how to:

  •        Set up campaigns
  •      Determine a budget
  •      Decide on keywords
  •      Determine your best markets
  •      Develop ads
  •      Create a landing page
  •      Test for success

Learning Outcomes:

You will come out of this class with a working understanding of key factors and decision points to get the most out of your online advertising budget.