Register here for the event! https://www.eventbrite.com/e/forge-portlands-brown-bag-lunch-with-mike-kalkofen-tickets-13264475403

Forge Portland is proud to be hosting the next event our Brown Bag Lunch Series featuring Mike Kalkofen. Twice a month we bring in experienced professionals to host a Q&A conversation on specific topics. These lunches are a great chance to meet like-minded people and expand your network and community at our beautiful downtown location.

Mike Kalkofen is an entrepreneurial, socially conscious professional specializing in accounting and operations management. The conversation at this lunch will focus on how to harness great accounting to improve operations for your entrepreneurial business. Although much of Mike's career has been in finance and accounting management, he also has extensive experience in operations management, and even owned his own business for a time. Sure, he can create killer Excel spreadsheets with the best of them, but he gets the most enjoyment out of using numbers to improve operations, to provide better customer service, and to help people.

For someone starting a company, financial management is a very important aspect. Understanding the complexity of all the financial issues faced by a startup might be intimidating and time consuming. TiE Oregon is holding an event together with KS&Company, a public accounting firm, in order to address this issue.

Speaker: Peter Buss, Partner, Kieckhafer, Schiffer and Company

Event Free for Incubator Tenants Early bird: Members $15, non-members $25 After November 5, 2012 : Member $20, non-members $30

HAVE SOME EXPERIENCE WITH EXCEL AND WANT TO IMPROVE YOUR SKILLS?

Practical, Hands-on Training for Advanced Excel Formulas & Functions

Do you have an intermediate understanding of Excel but are keen to break through to real mastery? Want to finally use the programme with ease and confidence at work and become known as an expert user? Take your Excel skills to the next level with our Advanced Excel course. You’ll soon be crunching data, using advanced formulas, creating impressive graphs and charts like a pro, plus much more.

WHY EXCEL MATTERS

We all know Excel is essential for any business. When efficiently applied it is a powerful tool, allowing you to manipulate vast amounts of data, automate tasks and present complex information however you see fit. According to Payscale, “80 percent of job openings require spreadsheet and word-processing software skills. Yet so many people never even give Excel a chance because it has an intimidating stigma around it.”

STRUCTURE OF COURSE

Advanced functions and formulas

 * Logical functions
 * Conditional functions
 * Financial functions
 * Text functions
 * Date functions
 * Array formulas

Lookups and data tables

 * Using lookup functions
 * Using MATCH and INDEX
 * Creating data tables

Advanced data management

 * Validating cell entries
 * Advanced filtering

Advanced charting

 * Chart formatting options
 * Combination charts
 * Graphical objects

PivotTables and PivotCharts

 * Working with PivotTables
 * Rearranging PivotTables
 * Formatting PivotTables
 * PivotCharts

Exporting and Importing Data

 * Exporting and importing text files
 * Getting external data

Analytical Tools

 * Goal Seek
 * Scenarios

Macros and Visual Basic

 * Running and recording a macro
 * Working with VBA code

If you walk through the finance or accounting department at any major corporate office, you will see computer screens filled with Excel spreadsheets outlining financial results, budgets, forecasts, and plans used to make big business decisions. Marketing and Product professionals using Excel to list customer and sales targets; managing thier sales force and planning future marketing plans based on past results. Pivot tables to quickly and easily summarize customer and sales data by category with a quick drag-and drop. HR professionals using giant spreadsheets full of employee data and understand exactly where the costs are coming from and how to best plan and control them for the future. Supply logistic professional to manage inventory and forecasts demand.

In essence, you can turn an entire department around just because you know how to manipulate data in order to get an aggregate view.

ABOUT THE INSTRUCTOR

Martin Jetton has 30+ years of advanced supply chain analytics, predictive analytics, and statistical consulting experience. He's currently a Principal at the Liberty Advisor Group, where he works in advanced supply chain analytics. In his previous role, he was the Senior Predictive Consultant at Corios; where he developed predictive models and scorecards, forecast trends, identify uncertainties, and assign the ideal strategies to maximize performance. The firm’s clients are in the banking, brokerage, credit, utilities and healthcare industries.

BENEFITS

MAKE YOUR RESUME STAND OUT

They are NOT seeing if you simply have Excel as a skill. They are diving deeping when it comes to determining which candidate to interview and hire. They look for Pivot Table, VLOOKUP, Macros, VBA, Conditional Formatting, Charting and Filtering…These are far more telling of your ability to an employer then writing Excel. Someone who writes VLOOKUP, Pivot Table, Filtering demonstrates an ability to analyse data and so has eliminated a potential barrier in the mind of the hiring manager reviewing your resume. In essence, use actual Excel functions in your Resume!

WHO SHOULD COME?

People whose work is completed through MS Excel; Software Engineers, Finance Professionals, HR Professionals, Marketing Professionals, Project Managers, Technology Professionals.

ADDITIONAL BENEFITS?

FOR FURTHER INFORMATION: PLEASE CONTACT US AT [email protected].

SOLD OUT?

This is one of our high demand classes. In the case, we sale out; email us at [email protected] and ask when our next course will be in.

Do you know how the decisions you make with your business today can affect your tax situation in the future? David Uslan of Perkins and Company will provide an invaluable overview of how your start up can effectively manage taxes for long-term success!

Workshops will be held at the Willamette University Portland Center (1120 NW Couch, suite 450) every Tuesday from 3-5pm and every Friday from 4-6pm until Friday, August 27.

Passes for the workshops go on sale today and can be purchased at the door before each workshop. A pass for any single workshop can be purchased for $20, a pass for a series of three workshops can be purchased for $50, and a pass to attend the complete summer series of workshops can be purchased for $200.

Following workshops will be instructed by: Steve Davis - Davis Wright Tremaine LLP Diane Fraiman - Voyager Capital David Uslan - Perkins & Company Jim Mcconnell - Private Forecasting Consultant Pam Abrahamsson - Stephenson Group Al Nodarse - Private Sales Consultant Amy Winkelman - Private Product Development Consultant Kelley Pecis - Herd Freed Hartz Executive Search Partners Todd Hardy - Silicon Valley Bank Jerry Ketel - Leopold Ketel Kathy McAllister - Insider Marketing/Technology Agency

For details about future workshops and other Portland Ten programs please visit: www.portlandten.com. Sincerely, The Portland Ten Staff

In this four-hour workshop you will learn: * Understanding the transition of paper bookkeeping into an automated one and using the same modus operandi for QUICKBOOKS. * Understanding the basic accounting terms keeping a focus on common sense in terms of debits and credits. * Understanding the Chart of Accounts which are established ... and often are specialized for the specific business type. * Starting off with bank accounts, real property, inventory and client listings. * Learning some tip and tricks for setting it up and going forth in day-to-day bookkeeping. * Where to seek out help that is FREE from SCORE in refreshing your memory or when you find a roadblock.

Please join us on Thursday, January 15, for our annual SEC and FASB Accounting Update. During this session, you can learn about implementation issues surrounding the revenue recognition standard, and what the current hot topics and comment letter trends are at the SEC. An update from the AICPA/SEC conference held in early December will also be discussed.

This session features Paul Munter, a partner in KPMG’s Department of Professional Practice. Paul is involved in the development of KPMG’s positions in response to proposals from the IASB, IFRIC, FASB, SEC, and other standard setters as well as the development of the firm’s guidance and publications on both IFRS and U.S. GAAP including comparison of IFRS to U.S. GAAP, business combinations, share-based payment, and revenue recognition.

Paul served as the Academic Fellow in the Office of the Chief Accountant at the U.S. Securities and Exchange Commission where he worked on many of the Commission’s Sarbanes-Oxley initiatives and rule-making activities. He was honored by the Texas Society of CPAs as its first “Outstanding Discussion Leader.” He has also been honored by the Florida Institute of CPAs as its Outstanding Educator and he was honored by Beta Alpha Psi as the National Business Information Professional of the Year.

Paul will be joined by Dennis White, an audit senior manager in KPMG’s Portland office serving both public and private companies. Dennis has extensive experience with SEC reporting matters and is a member of KPMG’s Revenue Network, assisting Companies with implementing matters regarding the new revenue recognition standard.

Speakers:

• Paul Munter , Partner with the Department of Professional Practice, KPMG
• Dennis White , Sr. Audit Manager, KPMG

Event Details: When: Thursday, January 15th Time: 7:30 AM – 10:30 AM | 7:30 AM Networking and Breakfast | 8:00 AM Presentation and Q&A Where: Oregon Zoo, Vista Room, Portland, OR Cost: Members and KPMG Guests $35 | $65 Nonmembers
CPE Credits will be available for this event

Small Business Quickbooks Accounting Workshop: Have a fulfilling business but lost when it comes to accounting? Come learn Quickbooks basics hands on at this 2-day split workshop with Renee Trump of Pasaban Accounting! If you have a laptop, feel free to bring it along and follow the workshop with your own real numbers - this way, you will have made great progress with your business by the end of the workshop. In the event that you don't have a laptop, come join us nonetheless and learn how to get a strong handle on your finances! Register now to ensure you have a spot! Seats are limited to ensure that all participants receive direct attention.

IMPORTANT DATE & TIME INFO: The workshop is split between Monday, October 13th and Thursday, October 16th from 6:00pm-8:00pm each day. The Eventbrite interface is not conducive to that format for dates and times, so the event above does say Oct. 13 at 6:00pm - Oct. 16 at 8:00pm. This is not a 3-day event, but rather is a 4 hour workshop divided between two evenings. The registration admits to both days as they are consecutive and not alternative dates.

Forge Portland is hosting the workshop and is located in the Tiffany Center at 1410 SW Morrison St., Suite 850. For $99, Renee Trump and Forge Portland are offering you the opportunity to get your small business accounting on the right track with Quickbooks.

Small Business Quickbooks Accounting Workshop: Have a fulfilling business but lost when it comes to accounting? Come learn Quickbooks basics hands on at this 2-day split workshop with Renee Trump of Pasaban Accounting! If you have a laptop, feel free to bring it along and follow the workshop with your own real numbers - this way, you will have made great progress with your business by the end of the workshop. In the event that you don't have a laptop, come join us nonetheless and learn how to get a strong handle on your finances! Register now to ensure you have a spot! Seats are limited to ensure that all participants receive direct attention.

IMPORTANT DATE & TIME INFO: The workshop is split between Monday, October 13th and Thursday, October 16th from 6:00pm-8:00pm each day. The Eventbrite interface is not conducive to that format for dates and times, so the event above does say Oct. 13 at 6:00pm - Oct. 16 at 8:00pm. This is not a 3-day event, but rather is a 4 hour workshop divided between two evenings. The registration admits to both days as they are consecutive and not alternative dates.

Forge Portland is hosting the workshop and is located in the Tiffany Center at 1410 SW Morrison St., Suite 850. For $99, Renee Trump and Forge Portland are offering you the opportunity to get your small business accounting on the right track with Quickbooks.

Starting up a venture can be filled with big questions we have trouble answering well. This is especially true when it comes to your finances and accounting.

This event will bring local experts who can help you get a clear perspective accounting choices and structures.

We plan to go over some very basic concepts as groundwork that can set a solid foundation. Things like;

• Basic accounting terms (asset, liability, revenue, Cost of goods sold, Operating Expenses, Gross profit, net profit, fixed expense, variable expense) • Basic accounting principles (measurement, matching, recognition, etc.)

• Balance sheet & Income statements (can’t fly without knowing what the instruments are saying)

• Cash-flow planning & budgeting.

• Profitability vs. solvency. The first doesn’t always mean the second.

• Capital requirements (equip, raw material, inventory, etc.)

• Cash-to-cash cycle

We also plan to do some hands-on exercises in Excel. So bring your laptops and get ready to get your fingers dirty in some exciting accounting. Ok, maybe that's a stretch but, it learning your way around these core principles and more and make a night and day difference in your Startup. That! is fun!

So come out an join us! You won't regret a minute of it!

This event is free to Bridge Members. $10 for all others. We will serve light refreshments and snacks.