Jul
1
Mon
Simple Steps for Starting Your Business: Startup Basics and Business Concepts @ Santa Clara Library
Jul 1 @ 7:00 pm – 8:30 pm

So, you have an idea for a business. Now what? We can help you decide whether and how to proceed. This series of workshops is presented at no charge in conjunction with Santa Clara Library

Designed by successful entrepreneurs who’ve been in your busy shoes, this mentor-supported program gives you the structure and support you need to set your sights on the future.  Choose as many sessions as you need, though we suggest you attend all 4 sessions to get the most out of this program. 

No need to register! Just show up at the location noted at left.

Program Overview

 FREE MENTORING

Work with a SCORE Certified Mentor to develop a customized growth plan.

WORKSHOPS 

Gain the fundamentals, tools and strategies you need to get your business started.

July 1, Session 1: Startup Basics and Business Concepts

This introductory workshop focuses on the basics of testing a business idea and identifying the key factors that influence startup success. Startup Basics provides an overview of the skills and tools needed when deciding to start a business. In this session, clients learn about the advantages and disadvantages of owning a business, the most profitable form for their business, and the fundamentals of formation, organization, marketing, cash flow and funding sources.

Business Concept: The second portion of this workshop focuses on the business concept and step-by-step guidance in researching your idea, market, and competition. At the end of the Business Concept workshop segment, the client will be able to identify their target markets, describe their products and services, and collect key competitive information to support their feasibility plan.

July 7, Session 2: Marketing Plan  

July 16, Session 3: Financial Projections

July 22, Session 4: Funding Sources 

Jul
8
Mon
Simple Steps for Starting Your Business: Marketing Plan @ Santa Clara Library
Jul 8 @ 6:45 pm – 8:30 pm

So, you have an idea for a business. Now what? We can help you decide whether and how to proceed. This series of workshops is presented at no charge in conjunction with Santa Clara Library

Designed by successful entrepreneurs who’ve been in your busy shoes, this mentor-supported program gives you the structure and support you need to set your sights on the future.  Choose as many sessions as you need, though we suggest you attend all 4 sessions to get the most out of this program. 

No need to register! Just show up at the location noted at left.

Program Overview

 FREE MENTORING

Work with a SCORE Certified Mentor to develop a customized growth plan.

WORKSHOPS 

Gain the fundamentals, tools and strategies you need to get your business started.

July 1, Session 1: Startup Basics and Business Concepts

July 8, Session 2: Marketing Plan  

The second workshop provides clients with an introduction to marketing communication methods and tools to maximize your customer reach. The discussion in the Marketing Plan workshop covers pricing strategies, positioning, the difference between features and benefits, and different marketing strategies. At the end of this session, clients will know how to: outline their marketing strategy, test their marketing message, choose the right sales channel, and exercise their marketing strategy.

July 16, Session 3: Financial Projections

July 22, Session 4: Funding Sources 

Jul
9
Tue
Non Profit Seminar: “The Ask” @ Silicon Valley SCORE
Jul 9 @ 6:00 pm – 8:00 pm

Asking and Receiving….the natural win-win

Dee Dee Kiesow knows how to ask and get outrageous things for nonprofits or simply while having fun.  Her “Asking Skills” have included trading houses, driving a diesel train, chauffeuring a  limo and captaining a ship in the San Francisco Bay.  She is most proud of borrowing a sports stadium to create a win-win partnership to distribute 4500 boxed dinners for Thanksgiving taking her NPO up from 1500. She asked for 7 million dollars on behalf of numerous nonprofit clients last year and will exceed that this year. Her techniques can work for any size of organization.  

Key Topics:

You will learn the 5 step process:

  1. How to find your golden nugget
  2. Who to ask
  3. What you want
  4. Where and when to go
  5. How to ask

Learning Outcomes:

  • Identify a path to getting what you nee
  •  Build relationships with people who can get you what you want
  •  Raise money without asking for a dime
  •  Turn an inconceivable dream into a reality that serves many
  • Create a win- for you, for philanthropy and for your organization

“You will leave empowered and enlightened to change the world with a little help from your friends”. This course is very interactive as you practice your “ask”

Jul
10
Wed
Evaluate Your Business Idea @ Silicon Valley SCORE
Jul 10 @ 11:00 am – 1:00 pm

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.
Jul
11
Thu
Surviving and Thriving as a Small Business in the Digital Age – Google Tools @ Silicon Valley SCORE
Jul 11 @ 11:00 am – 1:00 pm

Joining us from the Google headquarters in Mountain View will be Kevin Chang and Kristine Rhodes. 

They will walk through how to get your business online as well as the best tips & tricks for succeeding once you are Google. This workshop will be very hands on so please bring your laptop. By the end of the session, your business will be on Google and you will know how to best utilize your Google My Business listing.

Please complete this form once you have registered so that the presenters have a bit of context about you and your business. It is very short and required. Thank you! 

*Note: This workshop is best geared towards those who do not yet have a strong online presence and are not tech savvy- we want to show you how easy Google can be to use! 

Key Topics:

  • Setting up your Google My Business listing.

Learning Outcomes:

  • Understanding new ways to grow your business.
  • Creating a website & making your first post.
  • Extended access to 1:1 consulting support. 
Jul
16
Tue
Franchising in the Bay Area: Do’s and Don’ts @ Silicon Valley SCORE
Jul 16 @ 6:30 pm – 8:30 pm

The Bay Area market is unlike any other market in the country. What works elsewhere may not work here and vise-versa. In this class, serial entrepreneur Katie Fagan will discuss the ins and outs of franchising along with a strategic approach to finding the franchise options with proven track record in the Bay Area.

You will take away a better understanding of the following:  

  • Basic information on franchising, including the range of industry categories, investment levels, fees, and myths and misconceptions.
  • How to assess the risk involved in business ownership vs. a traditional career path or starting a business from scratch.
  • What does Franchising look like today i.e. industry growth and local presence.
  • How building wealth and equity through franchise ownership is a viable option in today’s market.
  • Who is and is not a good candidate for franchise ownership?
  • The characteristics of a semi-absentee business model and the business segments that work well with it.
  • How to navigate through Bay Area commercial real estate market.
  • The financing options available including using your own retirement funds, SBA Loans, Private Equity, etc.
  • How to make a safe and wise decision to minimize risk and optimize chances for success?
  • A strategic approach to defining your personal business model and selecting the franchise that is right for you.

Whether you are looking for a career change, an additional revenue stream or something full-time, owning your own business can provide you with flexibility, control and financial reward. Join us to see if owning a franchise business is an option for you. 

Simple Steps for Starting Your Business: Financial Projections @ Santa Clara Library
Jul 16 @ 7:00 pm – 8:15 pm

So, you have an idea for a business. Now what? We can help you decide whether and how to proceed. This series of workshops is presented at no charge in conjunction with Santa Clara Library

Designed by successful entrepreneurs who’ve been in your busy shoes, this mentor-supported program gives you the structure and support you need to set your sights on the future.  Choose as many sessions as you need, though we suggest you attend all 4 sessions to get the most out of this program. 

No need to register! Just show up at the location noted at left.

Program Overview

 FREE MENTORING

Work with a SCORE Certified Mentor to develop a customized growth plan.

WORKSHOPS 

Gain the fundamentals, tools and strategies you need to get your business started.

July 1, Session 1: Startup Basics and Business Concepts

July 7, Session 2: Marketing Plan  

July 16, Session 3: Financial Projections

This workshop uses exercises to help you better understand financial concepts. This session reviews sales and prices, financial risks and rewards, true startup costs, ongoing operating expenses, setting benchmarks for tracking progress and the organization of all your financial information. Using a hands-on approach, you learn how to use our financial model to forecast sales revenue and build solid pro-forma financial forecasts.

July 22, Session 4: Funding Sources 

Jul
17
Wed
Social Media Timesavers @ Silicon Valley SCORE
Jul 17 @ 10:00 am – 12:00 pm

Social Media Time Savers

Do you know that 43% of small businesses dedicate six or more hours per week to social media? While it’s important to engage for social visibility and key connections online, we all want to do more in less time. This session will help you save time at get back to what you love to do – running your business or organization. Join us and learn the latest time savers and best practices.

Key Topics:

  • Curating content 
  • Social media management tools 
  • Creating content at events 
  • Apps to help save time
  • The art of not over-thinking 

Learning Outcomes:

  • Tips for saving up to ten hours a week managing your social media
  • Simple ways to find usable, relevant content for your posts
  • How to integrate your social media into sales promotions and events
  • Best practices, business builders and more…
Jul
18
Thu
Financial Statement Basics @ Silicon Valley SCORE
Jul 18 @ 9:30 am – 12:30 pm

The financial health of your business can be better diagnosed, if you have a good understanding of basic financial terms and the purpose of key financial statements. Learn basic financial concepts and gain insight into the interpretation of your Balance Sheet, Cash Flow Statement and Profit and Loss Statement. Knowing these concepts will improve your business planning and the conversations you have with your financial professionals.

Key Topics:

  • Balance Sheet
  • Profit and Loss Statement
  • Cash Flow Statement
  • Break even point
  • Financial Statement analysis and comparisons.

Learning Outcomes: 

  • important  financial terms: assets, liabilities, payables, receivables, gross income, net income.
  • how to read Balance Sheets, Cash Flow Statements, Profit and Loss Statements
  • how to analyze Balance Sheets, Cash Flow Statements, Profit and Loss Statements
Jul
20
Sat
QuickBooks OnLine @ Silicon Valley SCORE
Jul 20 @ 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.

Jul
22
Mon
Simple Steps for Starting Your Business: Funding Sources @ Santa Clara Library
Jul 22 @ 7:00 pm – 8:30 pm

So, you have an idea for a business. Now what? We can help you decide whether and how to proceed. This series of workshops is presented at no charge in conjunction with Santa Clara Library

Designed by successful entrepreneurs who’ve been in your busy shoes, this mentor-supported program gives you the structure and support you need to set your sights on the future.  Choose as many sessions as you need, though we suggest you attend all 4 sessions to get the most out of this program. 

No need to register! Just show up at the location noted at left.

Program Overview

 FREE MENTORING

Work with a SCORE Certified Mentor to develop a customized growth plan.

WORKSHOPS 

Gain the fundamentals, tools and strategies you need to get your business started.

July 1, Session 1: Startup Basics and Business Concepts

July 7, Session 2: Marketing Plan  

July 16, Session 3: Financial Projections

July 22, Session 4: Funding Sources 

The final workshop offers information on how to finance your small business. In this session, discussions include sources of funds, accounting, the six C’s of credit, banking relations, ratio analysis, and monthly preparation and review of financial statements. At the end of the series, you have all of the tools necessary to decide whether or not to launch your small business.

Jul
23
Tue
How to Succeed in Business – It All Depends on Sales @ Silicon Valley SCORE
Jul 23 @ 11:30 am – 1:00 pm

Face it, you don’t have a business without sales. But, did you know, the traditional approach to sales may be working against you? In this class you’ll learn why. You’ll also learn a proven, predictable, repeatable sales process that can make you more effective, more confident, more successful, and more money. 

This class is for you if you’re:

  • Worried that you’re not making the money you need or deserve
  • Frustrated because you’re not selling to enough new customers
  • Disappointed that you’re having great meetings but prospective customers aren’t calling back
  • Angry that every sales person you’ve ever hired (if any) just hasn’t worked out 

Key Topics

  • Open forum to raise your issues and concerns related to sales and selling
  • Why the traditional approach to sales works for buyers and against sellers
  • How effective sales doesn’t include a high pressure “pitch,” rather a two-way conversation
  • How to adopt a proven sales process you can implement right away

Learning Outcomes

At the end of this class you’ll be able to:

  • Analyze and articulate why your sales aren’t as high as you want or need them to be
  • Explain why the traditional sales process is broken
  • Describe the seven steps of a proven sales process you can implement for your business
  • Stop ”pitching” and start selling – and explain why the latter is more natural and effective 
Jul
30
Tue
How to Advertise on the Internet @ Silicon Valley SCORE
Jul 30 @ 6:00 pm – 9:00 pm

Learn How To Advertise on the Web

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 Ads works, along with Facebook, Instagram, LinkedIn ads and more.

Key Topics:

  • Deciding on your best outlets
  • Determining a budget estimate or range
  • Campaigns
  • Targeting options
  • Keyword development
  • Calls to action
  • Developing ads
  • Landing Pages
  • Measuring activity and conversions
  • 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.

 

 

Jul
31
Wed
Starting a Business: Write a Business Plan @ Silicon Valley SCORE
Jul 31 @ 11:00 am – 1:00 pm

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
  •  

Aug
12
Mon
Buying or Selling a Small Business – Evening @ Silicon Valley SCORE
Aug 12 @ 6:00 pm – 9:00 pm

Learn how to buy the right business cheap….or sell it high!

This is a class for anyone who wants to buy or sell a business and doesn’t know where to start. Two highly experienced business brokers teach this class and they really know their stuff. The course will cover how to start the process of either buying or selling; how to place a value on a business so that as a seller you receive the best price possible and as a buyer you don’t overpay; a discussion of places to get funding, contingencies, and due diligence.  You will also have the opportunity to make an appointment with the instructors for a one-on-one conversation.

Learning Outcomes: 

If you are a business owner thinking of selling you will learn …

  • How do you estimate the value of your business?
  • How do you prepare your business to maximize its value?

If you are interested in buying a business you will learn …

  • How can you find a business to purchase?
  • How do you figure out how much is too much to pay for a business?
  • Is buying a franchise for you?
  • What are the advantages and pitfalls of a buying a franchise?
  • How can you find business financing and loans?
Aug
21
Wed
Email Marketing: How To Create More Personalized Email Messages for Better Results @ Silicon Valley SCORE
Aug 21 @ 10:00 am – 12:00 pm

As a small business, you have an advantage over larger businesses. You see and interact with your customers on a daily basis. These relationships with your customers, clients, or members allow you to create more personalized email marketing efforts that get great results. Personalization goes beyond just adding their name to your emails.

Key Topics:

• What it means to personalize your email campaigns
• How to add simple personalization in your emails
• How to personalize based on what you know about your subscribers 

Learning Outcomes:

  • Why personalization matters for marketing today 
  • Easy ways you can personalize your emails 
  • How to get your audience to segment themselves
Legal Issues for Small Businesses @ Silicon Valley SCORE
Aug 21 @ 6:00 pm – 9:00 pm

Here’s what you need to know to protect yourself and your business.

This small business legal seminar is designed for startups as well as those already in business. When your business changes and grows you need to be prepared to respond to those changes. This is a unique seminar for someone concerned about some of the tricky legal issues when starting and managing their business.

Key Topics:

    • The choosing of the type of legal business entity
    • Protecting your identity
    • Understanding business contracts and leases
    • Employment practices and pitfalls – and how to avoid employment problems
    • and many more legal issues that small businesses encounter every day

There will be ample time for questions covering individual concerns of those in the class.

Learning Outcomes:

  • Business entity choices for small businesses
  • About contracts and leases and how to review them
  • 1099 versus W2 employees, what’s the difference.
  • What are the types of NDA and when do you use them
  • When do I need a lawyer
  •  

Aug
23
Fri
Be a Successful Consultant @ Silicon Valley SCORE
Aug 23 @ 9:00 am – 3:00 pm

Start a Successful Consulting Business For Lifestyle and Profit

In this workshop you will learn what it means to be a consultant, why clients need your skills, how to leverage your expertise and what the requirements are to be successful. It is a good primer for people already in the consulting business and an excellent educator for those thinking of becoming a consultant. The class will explain the do’s and don’ts of selling yourself, basic selling skills you need to know, how to develop a professional image and many marketing tactics and strategies. The class goes through the process of identifying potential clients, what needs to be in a proposal, common terms and conditions that should be included and how to negotiate contracts with your clients. Finally the workshop will help you identify costs you need to recover, calculate your base billing rate and equip you with approaches to charge for your services that help maximize your returns.

Key Topics:

  • Being a Consultant – Positives and Negatives
  • Setup – Business Structure, Choice of Entity
  • Getting Clients – Business Development and Marketing
  • Proposals and Contracts – SOW, NDA’s, Important Terms
  • Pricing – Fee Structures and Costs

Learning Outcomes:

  • Know what a consultant does and why your client may need one
  • Understanding your clients’ need
  • Managing scope of work and scope creep
  • How to set expectation
  • Know the process involved in creating a consulting business and landing new client account
  • How to price your services to make a profit