11 March 2020
Time: 8 AM – 10 AM
CENTER CLUB ORANGE COUNTY 650 Town Center Drive Garden Level Costa Mesa, CA 92626


SCORE is a national organization comprised of 11,000 volunteers in 300 Chapters across the country. We are dedicated to helping businesses get off the ground, grow and succeed. The Orange County Chapter is one of the largest chapters in the country in terms of number of services delivered. The chapter offers individual mentoring, workshops, advisory board program, Women in Business breakfasts, Women Business Owners Conference and the CEO Forum program.

About the CEO Forum Program

The CEO Forum Program is a peer mentoring program where 10 to 12 business owners, facilitated by two SCORE mentors, meet monthly to set goals, solve issues, develop new ideas and learn from each other. The program is currently comprised of 9 forums with over 100 members. Our average member business is $4.5 million in revenue, has 24 employees and has been in business for 20 years.

In addition to these peer mentoring sessions, the program includes a speaker session each quarter (March, June, September, December) on the second Wednesday of each month, except that the December session is usually held on a Monday.

Speaker Session

The speaker session is held at The Center Club next to the Orange County Performing Arts Center in Costa Mesa. Valet parking only is available for free. Tipping is at your discretion.

All our members are invited to the session and typically about 20% can’t attend because of travel or other commitments. Our 17 SCORE meeting leaders also attend, so you can expect a total of about 100 participants.

The usual schedule is:

8:00 Gather

8:30 Welcome, Program Updates, and “Meet your Tablemates”

8:45 Speaker Introduction and SPEAKER

10:00 Break

10:15 Break into individual Forums

12:30 to 1:00 Adjourn

The speaker can use the 1 hour and 15 minutes as he/she deems most appropriate for the presentation, eg., questions throughout, questions at end, presentation & exercise, etc. The audience is seated at several round tables. The Center Club provides the screen and projector, so we suggest that if you are planning a presentation with slides, audio or video, you bring your laptop. Your contact for all logistics is Janice Salmon ([email protected]), one of our CEO Forum meeting leaders. Please arrive early to set up your laptop and test the audiovisual equipment.

At least a month prior to your presentation, please send Janice:

Your presentation title
A biography that we will attach to the meeting invitation
Any handout that you would like copied and distributed

Suggestions for Success

Our experience in holding these sessions for 10 years now suggests the following guidelines:

The presentation should be “content-heavy”, that is, members want to walk away with several ideas, not just one or two.
Our members are experienced and sophisticated. They have likely attended workshops or classes on most topics related to running a business. That is, they are looking for practical new ideas or a new way to approach a problem.
Our members definitely don’t like to be sold to. We strongly suggest that if you wish to extend an offer or service, you refer to it in very short form and only at the end of the presentation. Feel free to bring flyers which you can distribute among the tables in advance of the session.
Generally, a “workshop” format is more successful than a standard speaking program. That is, some interactive exercise that enables participants to apply what they have learned to their situations is helpful and usually very much appreciated.

Dr. Lola Gershfeld [email protected]

Founder & CEO

Level Five Executive

Fullerton, CA