Wednesday, August 14, 2019 from 6:00 PM to 8:00 PM EDT
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$25 in advance, $30 at the door

Cash or Check only accepted at the door


Richard Calcote, CPA
Associate Chair, Education & SCORE Mentor






Richard has over 40 years of experience as the senior financial officer for a number of national and multi-national corporations.  Most recently he served as the CFO for Hospice of Palm Beach County, one of the largest nonprofit hospice organizations in the country.

Richard has a degree in Economics from Tulane University, and also holds an MBA in Finance and a Masters Degree in Accounting.  He is a licensed Florida CPA, and a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.


Keiser University 
2085 Vista Parkway
Room 105
West Palm Beach, FL 33411

Driving Directions


Larry Ornstein 
SCORE Palm Beach 

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2 CPE Credits: Writing a Business Plan for Success 

Recommended for 2 CPE Credits*

A step-by-step workshop that arms each participant with the fundamentals on how to write an effective and winning business plan. This is useful for anyone in the process of starting a new business or for someone who started a new business in the past couple years. It also discusses the importance of the Business Plan, how to tailor it to the audience it's being presented to, and how SCORE will assist you as you develop your plan through free one-on-one mentoring.

The workshop content will include such things as:

  • Why do you need a business plan
  • What your business plan needs to include
  • The importance of the Executive Summary & what must be included
  • Making the plan shorter & more dynamic
  • Suggestions on developing the required financial projections & making them realistic
  • The real truth about who reads business plans & how they evaluate them

Owning your own business is one of the classic American dreams; if you are committed to taking your new or existing venture to the next level, then having a winning Business Plan is essential, and this workshop will send you on your way to having a Plan tailored to your individual needs, and not one based on some generic template.

Fee:  $25 in advance, $30 at the door

Cash or Check only accepted at the door

* A NASBA-Approved Group Live Session
Program Level - Basic
Recommended Field of Study - Business Management &
No prerequisites or advance preparation necessary
SCORE/Palm Beach is registered with the National Association of
State Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of CPE Sponsors.
State boards of accountancy have final authority on the acceptance of
individual courses for CPE credit. Complaints regarding registered
sponsors may be submitted to the National Registry of CPE Sponsors
through its web site: www.nasbaregistry.org.

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