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Oct 22, 2009
TechAmerica CFO Forum: Shifting Gears – Balancing the CFO’s Role in an Economic Uptick
Heathman Hotel

After spending the last year on defense, companies must be able to quickly shift gears and get back on offense - how quickly and what are the tripping-points for spending?

Special guests, Scott Gibson, Chairman of the Board, RadiSys Corporation and Brian Bronson, Chief Financial Officer, RadiSys Corporation will share how they are altering plans to take advantage of the economic uptick.

Discussion Points:

  • Dealing with pressure from the Board to stay ahead and be ready to EMERGE NOW
  • How to emerge responsibly without spending too much (for private companies - risking your opportunity to be an IPO candidate)
  • What to spend money on - hiring, marketing, development
  • How to manage your team - employee retention, moral
  • Strategic Planning with uncertainty What expectations does the Board currently hold for the CFO

Thank you KPMG LLP for sponsoring this event!

Mar 10, 2011
CFO Forum: Investor Rights with David Nierenberg
Morton's Steakhouse

Investor Rights with David Nierenberg Comments from a skeptical practitioner in the real world of corporate governance and performance

Please join your peers for a dinner and forum discussion on Thursday, March 10, 2011 at Morton’s Steakhouse where we will discuss Investor Rights with our special guest, David Nierenberg. David is founder and President of Nierenberg Investment Management Company. The company invests in a concentrated portfolio of undervalued public micro-cap companies, where they build large ownership stakes and work collaboratively with management teams and boards to help close the gap between the companies’ market and intrinsic value.

David will talk candidly about his experiences as a significant shareholder. He will discuss proxy advisory services which presume to tell you what good corporate governance is. Should you do what they recommend or should you do something else to maximize stakeholder value?

Please join us for this interesting and timely discussion on investor’s rights.

Event Details: When: Thursday, March 10, 2011 Time: 5:30 PM – 8:30 PM Where: Morton’s The Steakhouse, 213 SW Clay St., Portland, OR 97201

Thank you CresaPartners, KPMG LLP and Silicon Valley Bank for sponsoring this event!

Jun 22, 2011
Pubtalk:Double-Pitch & Hot Mic Night:Vancouver/Clark County:6/22 5-8pm

PubTalk:Vancouver/Clark County:6/22 5-8pm

Double-Pitch + Hot-Mic Night: June 22 : Join us for a high-energy networking evening and connect with over 130 local small business owners, investors, entrepreneurs, and business professionals from both sides of the river.

Presenting 2 start-up company pitches w/review by expert panelists and introducing five 90-sec. spots at the new 'Company Hot-Mic’.

Date/Time: Wed June 22, 2011: 5pm–8pm Venue: AHA! 415 W 6th Street Ste 605, Vancouver, WA 98660 Cost: OEN Members: $20 • Non-Members: $25 Register:

Presenting Companies:

• GLOBAL INSPECTION SOLUTIONS:  GIS’s 3D scanning process scans & compares to quickly ID Mfg. defects

• HELIDYNE: Innovative geothermal devices replace turbines and can process brine directly from geothermal wells

Expert Panelists:

   •  Spencer J. Brown 
   •  Kermit Yensen 
   •  Michael A. Kaplan

Many thanks to our Event Sponsors:

   •  First Independent Bank
   •  Talbot, Korvola & Warwick, LLP
   •  Rylander & Associates PC
   •  Eric Fuller & Associates, Inc
   •  O’Shansky’s Pub and Restaurant
   •  Alling Henning Associates Inc.
   •  Chris Bidleman Photography
   •  Wideangle Studios

Questions/info: contact Maria Swanson, PubTalk Coordinator

     [email protected]
     (678) 314-6228
Feb 22, 2012
TechAmerica Finance Event: Economic & Capital Markets Outlook for 2012 - The Road Ahead
Multnomah Athletic Club (MAC)

About the Program: Last fall Moody’s lowered its economic outlook for 2012 citing political wrangling over the U.S. debt ceiling and debt crisis in Europe. Unemployment and underemployment continue to plague the economy and impact capital markets. Yet, some trends are turning positive. What is the outlook for 2012 how does it influence corporate spending and appetite for capital markets?

Panelist: - Mike Millman, Managing Director, JP Morgan Capital Equity Markets, Technology, Media, and Telecom Equity Sector - Randall Hopkins, Senior Vice President, NASDAQ Capital Markets Open Market Exchange - Joe Morgan, Chief Investment Officer, Silicon Valley Bank Event will be moderated by Jeff DeBoer, Managing Director, University of Oregon, Finance and Securities Analysis Center

Some of the issues to be explored: • The US economy finished 2011 on a strong note. Jobs, spending, confidence, even industrial output all reflected an economy with some momentum. Can it continue in the first half of 2012 and beyond? • What principal themes are guiding market returns in 2012 and beyond? • Are banks lending again? How should companies raise capital? Is the IPO market back? • How should technology investors and companies plan for 2012?

Event Details: When: Wednesday, February 22, 2012 Time: 7:30 – 9:30 AM (7:30 Breakfast and Networking, 8:00 AM Program and Q&A) Where: Multnomah Athletic Club, Portland, OR Fees: $35 TechAmerica and SAO Members, $55 Nonmember Technology Companies, $95 Nonmember Service Provider To Register: TechAmerica Oregon, (503) 624-4871

Thank you KPMG for sponsoring!

May 15, 2014
Stories of a CFO with Kelly Lang, CFO, Tripwire | CFO Leadership Exchange
Sincerely Truman

Please join your peers for a three-part series of candid discussions with area CFOs. This series of events will cover multiple topics some of which will include, what it’s truly like being a CFO, how one becomes a CFO, how to make the transition to CEO (if desired) and lessons learned along the way. This series is intended not only for those that aspire to become a CFO but also for current CFOs wanting to connect with their peers.

One May 15th, Kelly Lang, CFO of Tripwire will kick-off the series and reflect on 25-years in business. Kelly will share what his career progression has been including personal successes and mistakes along the way, company success stories including timing, luck and building the right team, and what the future holds for his career.

Event Details:

When: Thursday, May 15th

Time: 5:30 – 8:00 PM | 5:30 Networking Reception | 6:15 Presentation and Q&A

Where: Sincerely Truman, 380 NW 13th Ave, Ste 200, Portland, Or 97209 (look for the red door and buzz yourself in)

Cost per event: $45 Members | $65 Nonmember (includes heavy appetizers and drinks)

Who Can Attend?

Current CFOs wanting to connect with their peers

Those that aspire to become a CFO or high-level finance professional

Service Providers are not eligible to attend

2014 Line-up Includes:

May 15th – Kelly Lang, CFO, Tripwire

October –Mike Yonker, Finance, Nike

November/December - Ben Ertischek, CFO, Viewpoint Construction Software

Oct 9, 2014
Stories of a CFO with Mike Yonker | CFO Leadership Exchange
Urban Airship Inc

Please join your peers for the second of three candid discussions with area Finance Professionals. This series of events will cover multiple topics some of which will include, what it’s truly like being a CFO, how one becomes a CFO, how to make the transition to CEO (if desired) and lessons learned along the way.

Mike Yonker, Director of Finance, Strategic Planning & Costing for Global Footwear at Nike Mike will share stories of his unique career including his early years at InFocus to his days at Weiden+Kennedy and Pixelworks and how is long term desire to work at Nike came true.

Event Details: When: Thursday, October 9th Time: 5:30 – 8:00 PM | 5:30 Networking Reception | 6:15 Presentation and Q&A Where: Urban Airship, 1417 NW Everett St. #300, Portland, OR 97209 Cost per event: $45 Members | $65 Nonmember (includes appetizers and drinks)