The Renewable Energy Finance Forum-West (REFF-West) will unite investors, financiers and project developers in the renewable energy sector, with a particular focus on the Western U.S. The conference builds on the success of the Clean Tech Investing in the Pacific Northwest conference and REFF-Wall Street. Attendees will take part in focused conference sessions on relevant topics and network with over 250 senior financial and industry delegates from across the sector. Speakers and session chairs include Maria Cantwell, US Senator-Wash.;Peter Duprey, CFO, Acciona Energy North America Corp.;Stephen C. Hall, Partner, Stoel Rives LLP; Michael Rosenfeld, Vice Consul, British Consulate-General, Los Angeles; and Kenneth Westrick, CEO, 3Tier.

Who should attend? Renewable energy project developers and technology companies, green building sector and related industries, energy management companies and ESCOs, corporate CEOs, CFOs and planners, Energy storage and electric vehicle companies, commercial and investment bankers, venture capital and private equity investors, financial analysts and advisors,

The Oregon Technology Investor Tour and the Silicon Forest Forum have combined forces to create the Silicon Forest Technology and Financial Forum. This event provides a unique opportunity for the financial community to experience Oregon public and private companies, meet their management teams, and take company tours (if applicable). In addition, concurrent panel discussions on a range of technology management and sector specific issues will allow entrepreneurs and companies to gain insights into opportunities for their growth and success.

What Will You Gain by Attending: Access to executives representing the Telecom, CAE and Semiconductor Industries, Alternative Energy, Green Tech, Social Networking, Internet Security, Application Software and Medical Technology Services Exchange of critical information from companies in a unique and small group format Develop and maintain important relationships with leading-edge technology companies Cost savings by networking with company executives and peers in one general location

Cost to attend: Day 1, August 25, 2009 ($99.00) Day 2, August 26, 2009 ($99.00) Both Days ($155.00)

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!

Sponsored by TechAmerica, the Social Networks and the Enterprise Unite event will showcase how technology company leaders and employees are establishing a new set of best practices to mine, measure and apply online social networking in the technology industry. April 1 at 7:30 a.m. at Multonomah Athletic Club. TechAmerica Members $125, nonmembers $175.

We are slowly emerging from the worst financial crisis since the great depression. Providers of business capital, from Wall Street and commercial banks, to venture capital firms and strategic acquirers, are beginning to re-deploy funds that have remained relatively idle for the last 18 months. Are investors looking at their opportunities differently, or is it back to business as usual?

What will you learn? - Are investors investing? - Are lenders lending? - What has changed? - How do I approach a banker, a venture capitalist, a strategic partner? - What should I expect to find? - Who can help me?

Panelists: - Clive Cook, Principal, CCSA, Inc. - As CXO, Clive has raised over $100 million in capital over the past 10 years. Clive has raised funds for early stage ventures as well as growth capital from private equity sources.

• Mike McConnell, Chief Financial Officer, Digimarc Corporation - Since 1979, Michael has served as a Chief Financial Officer, Vice President and/or treasurer at several private and public companies.

• Steve Buhaly, Chief Financial Officer, TriQuint Semiconductor - Mr. Buhaly has more than 20 years experience in finance and operations. In 2007 Steve joined TriQuint Semiconductor as Chief Financial Officer.

Moderator: - Norm Duffett, President, Orca Capital Corporation

Event Details: When: Thursday, December 2, 2010 Time: 7:30 - 9:00 a.m. (7:30 - 8:00 a.m. Breakfast and networking, 8:00 - 9:00 a.m. Program and Q&A) Place: Oregon Zoo, Skyline Banquet Room, Portland, Oregon Cost: $35 TechAmerica member, $55 nonmember technology company, $95 other nonmember To Register: TechAmerica Oregon(503) 624-5715

Thank you Perkins Coie LLP and Moss Adams LLP for sponsoring this event!

Major changes are on the on the horizon for 2011. With the convergence of global accounting standards, companies will face significant changes with regards to revenue recognition, financial instrument accounting, and leases. Are you ready? Come join us for a timely update where you will learn about current SEC and FASB hot topics as well as an update from the AICPA/SEC conference.

Learn more about evolving guidance on fair value, asset impairments, and other current financial reporting topics. This technical update will feature Teresa Iannaconi, a senior technical partner at KPMG based in New York who serves in the SEC and Practice Advisory Group and is the Partner in Charge of KPMG’s Department of Professional Practice - Knowledge Sharing.

What You Will Learn? - Convergence and the impact on Revenue Recognition and Lease - Recent fair value reporting developments and other issues from the “credit crisis” and market condition - Recent SEC activities including guidance on recent comments, international financial reporting, non-GAAP financial measures and management’s discussion and analysis - FASB & EITF Update

Speaker: This session features Teresa Iannaconi, a senior technical partner at KPMG based in New York, who serves in the Securities and Exchange Commission (SEC) and Practice Advisory group and is the partner in charge of KPMG's Department of Professional Practice – Knowledge Sharing. Terry specializes in advising clients on significant reporting matters. She provides a broad range of support in connection with firm and client interactions with the SEC. As part of the SEC and Practice Advisory group, she also provides accounting technical support throughout KPMG.

Who Should Attend? CFO’s, Controllers, SEC reporting managers, Accounting Managers, Audit Committee members, and other executives who are seeking an update on current SEC/Accounting topics, as well as changes to the accounting and regulatory environment.

Cost to Attend: $35 TechAmerica Members $55 Nonmember Technology Companies $95 Other Nonmembers

To Register: TechAmerica Oregon, (503) 624-5715

Thank you KPMG LLP for sponsoring this event!

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!

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!

Please join TAO's Finance Forum and our special guest John Mitchell, renowned State Economist. John will provide an insightful economic update, as well as, future challenges.

Will growth return to normal, or will a slow recovery continue? What are the key indicators telling us (GDP, interest rates, jobs market, real-estate, household and national debt,)? Should we prepare for another market corrections What is the state of quantitative easing and how might it affect you?

John Mitchell Economist,, M&H Economic Consultant John is known for his informative and good-humored presentations that provide economic insight for a diverse audience.

The landscape for compensation and corporate governance has been changing at a dramatic pace of the past several years, driven by a combination of greater public attention to governance practices over compensation combined with significant new regulations and increased calls for accountability from both boards management alike. Our panel will discuss some of the key trends that are critical for public companies as they navigate this rapidly changing landscape, and for private companies contemplating an IPO in their future.

Topics will include: Impact of recent "say on pay” results and how it is shaping decisions for public companies as well as those companies looking to go public Best practices in executive cash compensation and performance based equity design that will enable corporations to align compensation to business results and shareholder interests ISS and Glass Lewis major policy updates covering realizable pay and peer group selection methodology SEC policy and governance news including the implementation of Dodd-Frank, CEO to worker pay ratios and pay for performance disclosures An update on what is required to include in your proxy CD&A

Panelists: Tracy Bean, Partner, Mercer David Knopping, Partner, Radford Brit Wittman, CCP, CECP, Director of Executive Compensation, Intel Corporation Moderator: Aliza Scott, Vice President of Human Resources & Organizational Development, Tripwire, Inc.

Recently, technology companies have shifted from decades of traditional office environments (cubicles and private office space) to collaborative open spaces with a unique balance between work and play. This new way of thinking has set new standards for the way we work. Is this environmental shift working? Is it increasing the amount of innovation and productivity? What has the impact been on recruitment and retention? And why have so many companies adopted this shift?

Join us on October 1st as we take a peek inside 5 local technology companies (located in the US Bankcorp Tower) and hear how the shift has effective their companies and their employees. The evening will conclude with a networking reception hosted by Unico Properties.

Company Tours Include: Survey Monkey, New Relic, Webtrends, Incomm & Insight Global Inc.

Event Details: When: Wednesday, October 1, 2014 Time: 4:00 – 7:30 PM || 4:00 PM Registration and Networking Reception | 4:30 PM company tours | 6:40 Networking Reception (20 minute tours/5 companies - 5 minute transition) Where: U.S. Bancorp Tower (Big Pink), 111 SW 5th Ave, Portland, OR 97204 Cost: $20 Members | $45 Nonmembers

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)

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

TiE Members: FREE / Public: $25

When you are pitching to investors, they will want to know whether they can trust you with their money: inevitably you're going to get to the question of what the financial projections for your business are. When are you going to make money and how much?

One thing that will be 100% certain about your numbers: they will be wrong.

However, what is actually more important, is how you arrived at those numbers. Investors will be more interested in hearing what assumptions you made about the number of customers you are expecting to get, how much it costs to sell to them, what the costs are of producing your product or services, how much staff you will need, etc. etc. You have to demonstrate that you know your market, your abilities and the things you will need to make your vision a profitable reality.

For some entrepreneurs, this is a really daunting topic. However, you must be able to understand your business and the numbers behind it, before you can convince anyone else to come along for the ride.

Join us for TiE Oregon Pitch Club where our July speaker, Ana Andueza, will shed light on how to construct your financial model.

As a CFO as well as an angel investor, Ana has broad experience in dealing with startups and finances.

Currently the CFO at CFO with Criterion Brock, she is a TiE member, angel investor, and vice chair of the OEN's Angel Oregon. Previously she was the chief financial officer for Irwin Commercial Finance and U.S. Bancorp Equipment Finance. Earlier in her career, Andueza held senior accounting positions with U.S. Bank and Deloitte and Touche.

Join us for this talk, networking and refreshments as well as pitch practice and actionable feedback!

As the economy continues its march toward recovery, competition for talent remains fierce. Hiring has increased and engineers are in particular demand. To compete for talent, companies are adding perks and tweaking the design their total rewards packages. In Portland, we have a mix of hot startup companies and established public companies competing for talent. How can companies design strong cash and equity incentives to attract and retain talent in a highly competitive market?

David Knopping from Radford will lead a discussion on key trends in compensation, merit budgets, hiring, turnover and equity practices that are critical for companies as they navigate this rapidly changing landscape. Over dinner, attendees will engage in an interactive discussion on specific trends in Portland and share best practices.

Event Details: Date: Tuesday, November 17th Time: 5:30pm - 8:30pm I 5:30pm Welcome Reception I 6:15pm Dinner & Discussion Location: Andina, Tupai Room, 1314 NE Glisan St, Portland, OR Cost: $95 TAO Members I $125 TAO Non-members *Please note this event is reserved for CFOs and HR Leadership Executives of TAO member companies.

Finance Sponsors- JLL HR Series Sponsors- Executive Forum & Regence

A lively panel providing attendees the current status of raising capital through a variety of ways.

Panelists

Eric Rosenfeld - Co-Founder & Ringleader, Oregon Angel Fund

Eric launched the Oregon Angel Fund with Bob Ward in 2007 to combine the collective wisdom and horsepower of a select group of active, accomplished angel investors with the rigor and discipline of a venture fund. OAF has since grown to become the most active local venue for funding startups in terms of both participants and dollars invested – OAF and its 200+ investors have placed over $30M with 40 local startups that now employ over 2,000 people.

Previously, Eric co-founded Capybara Ventures, was a principal owner of Second Story Interactive Studios, and director of corporate business development for Mentor Graphics. Eric also worked as a technology and industry analyst for SRI International and was a research fellow at the Stanford Graduate School of Business. In addition to serving on several portfolio company boards, Eric is board chair of the Catlin Gabel School, and past chair of the Oregon Jewish Community Foundation, the Oregon Entrepreneurs Network, and Angel Oregon. Eric received his MBA from The Institute for Management Development (IMD) in Lausanne, Switzerland, and degrees in Industrial Engineering and American Studies from Stanford University.

Erik Benson - Managing Director, Voyager Capital

Erik focuses on market-changing technologies and disruptive business models, concentrating his efforts on working with seed- and early-stage companies based in the Pacific Northwest.

Erik currently represents Voyager on the board of directors of Act-On Software, Anova Data, Chirpify, Lighter Capital, Lytics, Rio SEO, SheerID,Shiftboard and SkyWard. Erik was previously responsible for Voyager's investments in aQuantive (acquired by Microsoft), Blue Box (acquired by IBM), Capital Stream (acquired by HCL Technologies), Covario (acquired by Dentsu Aegis), Elemental Technologies (acquired by Amazon Web Services), Geoloqi (acquired by ESRI) and Kryptiq (acquired by Surescripts).

Prior to Voyager, Erik was a seed investor for Seattle-based WRF Capital after holding leadership roles at Mimix Inc., a pioneer in the area of motion capture and animation software. Erik started his career in New York for a predecessor bank to JPMorgan Chase, advising and financing private equity clients.

Outside of work, Erik enjoys playing squash and flying drones. He has an MBA with honors from Harvard Business School and a BA in economics from Pacific Lutheran University.

Jonathan Seeber - General Partner, Updata Partners

Jon Seeber is a General Partner with the firm. He has more then ten years of experience in technology and technology investments. Previously, Jon worked for IBM Global Services Business Development, where he managed acquisition, divestiture, investment, and partnership activities for IBM’s largest business unit. From 1998 to 2002, Jon served on active duty in the US Air Force. He holds two U.S. patents in network optimization and network security.

Jon is a graduate of Duke University and holds a M.B.A. from Harvard Business School.

Robert Wiltbank, PhD - CEO, Galois Inc.

Rob is CEO at Galois, an R&D Services company located in Portland Oregon, focused on trusted systems; making information technology systems work as intend, only as intended. In addition, Rob runs an angel investing and startup class as Professor of Entrepreneurship at Willamette University that was selected as one of the top 10 entrepreneurship courses in the country by Inc Magazine.

Prior to joining Galois, Dr. Wiltbank pursued academic research on angel investing returns and entrepreneurial expertise. He received the 2013 Hans Severeins Award, a national award from the United States angel investment community, for his work and service to the field of angel investing. He is co-author of two books, Effectual Entrepreneurship and The Catalyst, as well as many academic articles. The Catalyst was selected by BusinessWeek as a top 10 leadership book in the year of its release, and focuses on entrepreneurship in organizations. Effectual Entrepreneurship is currently used to teach the entrepreneurial method in nearly 150 universities around the world. Rob serves as trustee of the Angel Resource Institute, and the editorial board of Journal of Business Venturing. He completed his PhD in Strategic Management at the University of Washington, and undergraduate work in finance and accounting at Oregon State University.

Rob has been investing in growth stage companies for the last 10 years throughout the Northwest of the United States. He’s served on the boards of two acquired companies, Veriwave and Max-Viz, and currently serves on the board of Galois Inc, TOZNY, Sailfan Research, and Formaltech.

Moderator

Eric Winquist - CEO & Co-Founder, Jama Software

CEO Eric Winquist sets the strategic vision for Jama, a company he founded in 2007 after witnessing first-hand the common frustrations companies face in delivering complex, systems-driven products to market. With more than 20 years experience in product development and entrepreneurship, he is passionate about reinventing product delivery in the enterprise. Eric’s interest and background in the psychology of work and motivation has informed many of the innovations in Jama’s collaboration software. Eric is frequently invited to present on the topics of entrepreneurship, innovation and business-process change. - See more at: http://www.techoregon.org/events/show-me-money#sthash.nLhDBlxh.dpuf

Hack Oregon Spring Buildathon!

Presented with The Oregonian and OregonLive

What is it?

Believe it or not, Hack Oregon actually doesn’t really do a lot of Hackathons. We form specialized teams to build software and open data stories for important themes in Oregon, and work and iterate incrementally over months to create a product.

The “Buildathon” is the one day where we open up our project teams for guest contributors that want to be part of the magic and build something amazing, but might not have the time to participate in our months-long project season.

What’s the goal?

The Buildathon is a production sprint. We’ve laid the groundwork to do research, visualizations, and data storytelling quickly, and we need your help to bring our projects to the next level. Be prepared to make friends and be an instant part of our Hack Oregon family!

How can I get involved?

By joining our sprint, you’ll be placed with a team that needs extra hands on deck in your particular skill set. We’re working toward a public demo day in June, where you can proudly present alongside your team.

Here are the two ways to join the event:

1. We have open roles for experienced developers, creatives, and multimedia storytellers on each team. If you'd like to join one of the project teams for the day, we'll need to match you with the team that needs your skills most and give you an onboarding package. Fill out this inquiry form along with your eventbrite RSVP, and we will be in touch with you shortly!
2. If you are a new to coding or want to contribute in a non-tech way, we have a highly appreciated team working on research, fact-checking, and user testing. No inquiry form required, just go ahead and RSVP for "Research Team". We can't wait to meet you!

Perks

• Team T Shirt
• All Day Food
• Profound Glory

Project Teasers

Food Insecurity: “Oregon Hunger Equation”

Why does Oregon consistently have one of the highest reported rates of food insecurity in the country? We’re analyzing links between regional cost of living, benefit programs, and local school districts to solve for systemic causes of hunger at home.

Campaign Finance: “Behind the Curtain”

Hack Oregon has the only machine readable database for local campaign finance in the country. We’re adding in new meta-data and working on fascinating high level view of influence and money in Oregon’s election cycles.

Urban Development: “Plot PDX”

Data can tell us a lot about our neighborhoods. We’re building maps that take a non-typical approach to hard truths about urban growth, concentration of wealth, and the digital divide.

Agriculture: “Crop Compass”

In the Pacific Northwest, we live in one of the most rich biospheres in the world, with global demand for Oregon grown products. We have the ability to produce a wide range of food in Oregon, but we’re far from self-sustaining. How do our economic and environmental factors work together to shape our food system?

Education: "Programming for Progress"

Across Oregon, some schools are lucky enough to have free or low cost summer school programming and/or afterschool programming. How much of a difference can that programming make for early literacy, attendance, and future academic success of students? What does could this say about Oregon’s statewide performance, and especially those districts facing higher poverty?

Eventbrite RSVP Here!

Agile Finance for Agile IT: How trends in IT pose challenges to traditional acquisition models and accounting methods and what to do about it

Thursday August 25, 2016 10:00am PST

Recent trends in IT like mobile and cloud computing, and Internet of Things, are creating pressure on IT organizations to respond to the demands of the business in ever shrinking planning and implementation cycles. In the era of agile IT, the infrastructure is only as nimble as the least agile component and that typically is the network. The challenge of creating agile systems on legacy networks is compounded by the constraints of legacy acquisition models and accounting methods which force IT to estimate the future needs of the business in 3 to 5 year intervals. Finance should be an enabler to creating agile IT systems that deliver the most value to the organization by ensuring the network’s capability matches the immediate needs of the business without network resources sitting idle or being overly constrained due to poor planning. Please join us for a webinar hosted by Greg Buchanan, Sr. Manager in Brocade’s office of the CFO; and David Aden, Territory Manager for Oregon and SW Washington at Brocade, to discuss how businesses can better equip Finance to help IT meet the demands of the New IP.

Due to scheduling conflicts, this month's DAMA chapter meeting has been cancelled

We will reschedule Mary for a later time.

Check out our Upcoming Presentations

• November: "The T-Shaped Data Professional – Achieving Data Management Goals by Other Means" with Alec Sharp (Clariteq Systems Consulting)
• January 2017: "Advanced Data Visualization" with Amit P. Manghani

---

The DAMA Portland Chapter is dedicated to delivering thought provoking data-centric presentations that will make you more successful in your job. Please join me, the rest of the DAMA board, and other fellow lovers of data on October 20th at our regular chapter meeting in downtown Portland. For more information and to register go to: http://www.damapdx.org/

Mary Loomas from Intel will be presenting Business Partnering: Providing business partnership and influence to maximize profitability.

Topics include, but are not limited to:

• Getting a seat at the table – adding value to your business partner
• How to use internal and external acumen to influence your business
• Balancing breadth of knowledge with depth of knowledge
• Rotation programs to provide perspective and growth

About our speaker

Mary Loomas leads Intel’s Global Revenue team responsible for revenue forecasting, accounting, and risk management. Prior to this role, Loomas led a financial planning transformation and system implementation program for Intel. Loomas started at Intel in 1994 and has held many finance & IT roles, including Finance Information Systems Director, SAP G/L Implementation Program, Corporate Marketing Controller, Cost Manager, and Technology Development Finance Manager. Loomas left Intel in 2004 and started her own artisan chocolate company in 2005. Mary returned to Intel in 2011 to run the Financial Planning transformation. Mary has a BA in Management Science from UC San Diego and an MBA in Finance from LMU. Mary has 2 boys, 12 and 15. Outside of work, Mary enjoys road trips with her kids, tennis, cycling running, and wine tasting.

Intel is the world's largest semiconductor chip maker, based on revenue ($55B in 2015). The company develops advanced integrated digital technology products, primarily integrated circuits, for industries such as computing and communications. Intel has over 100,000 employees worldwide.

Schedule

8:30 - 9:00 am - Sign In
9:00 - 10:15 am - Presentation
10:15 - 10:30 am - Break, Chapter Announcements
10:30 - 11:30 am - Presentation continued

Cost

Costs cover continental breakfast and speaker expenses

• Free for Members!
• $15 for Non-Members
• $5 for Students with valid student ID
• See our corporate members at damapdx.org

About DAMA Portland

The Portland Metro Chapter of the Data Administration Management Association has been serving the Portland data community since 1984. We are a not-for-profit, vendor independent, professional association dedicated to advancing the concepts and practices of enterprise information and data resource management.

Our primary purpose is to promote the understanding, development and practice of managing data, information and knowledge resources as key enterprise assets.

Upcoming Presentations

• November: "The T-Shaped Data Professional – Achieving Data Management Goals by Other Means" with Alec Sharp (Clariteq Systems Consulting)
• January 2017: "Advanced Data Visualization" with Amit P. Manghani

Come join us for an awesome talk with the amazing Andy Hoffman! With the presentation timed at about 10-15 minutes, there will be lots of time to ask any questions you have 1-on-1 about starting your career as a professional and any other questions that might come up. We're looking forward to it- hope you are, too!

Thursday, March 16th, 12PM - 1:30PM

CENTRL Pearl, 1355 NW Everett, Portland, OR

FREE

This is the budgeting class you've been waiting for! With zest & humor, Lillian will help you figure out your personal budget and get past the overwhelm - this class is PARTICULARLY for start-up owners and tech/creative freelancers.

Many small business owners are great at managing their company's expenses, but end up ignoring their own personal money situation until it catches on fire. And even if you feel reasonably on top of your money, you'd likely benefit from a budget check-in. Lillian from Oh My Dollar! will walk you through a 90 minute crash course on crafting a quick-start budget for personal expenses based on your values. (And she won't sell you any products or overwhelm you with jargon!)

The class is totally free and open to the public, however, free RSVP is required to get a free budgeting zine to take home.

"I learned that money stuff isn't as mysterious and terrifying as I thought it was!"

-2016 Money Bootcamp Graduate

"I would whole-heartedly recommend this class to anyone who ignores their bills in the mail. Take the class. Face your finances and make a plan!"

-2016 Money Bootcamp Graduate

"Taking Lillian's money class inspired me to make a plan to aggressively pay off my student loans! Made a plan to have them gone in 18 months! :sparkles: I'm tripling my payments & it feels sooooo good!"

-2016 Money Bootcamp Graduate

"I really appreciated Lillian's blunt, humorous honesty and ability to tell us what we really need to know instead of boring us with a finance talk."

-2015 Money Bootcamp Graduate

Talk about the latest happenings in the world of Ethereum and its general intellectual neighborhood. Get some help with setting things up. Ask questions and get answers. Have a pint or two while you're at it.

Talk about the latest happenings in the world of Ethereum and its general intellectual neighborhood. Get some help with setting things up. Ask questions and get answers. Have a pint or two while you're at it.

Talk about the latest happenings in the world of Ethereum and its general intellectual neighborhood. Get some help with setting things up. Ask questions and get answers. Have a pint or two while you're at it.

Talk about the latest happenings in the world of Ethereum and its general intellectual neighborhood. Get some help with setting things up. Ask questions and get answers. Have a pint or two while you're at it.

Talk about the latest happenings in the world of Ethereum and its general intellectual neighborhood. Get some help with setting things up. Ask questions and get answers. Have a pint or two while you're at it.

Want to take your career to the next level?

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

Microsoft Excel is perhaps the most important computer software program used in business today. That's why so many workers and prospective employees are required to learn Excel to enter or remain in the workplace. Unfortunately many college students, recent grads, and professionals haven’t mastered Excel or have the adequate Excel skills employers are seeking. 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.”

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 profesionals 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.

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

BENEFITS

Not only are many business professionals using Excel to perform everyday functional tasks in the workplace, an increasing number of employers rely on Excel for decision support.The ability to analyze data is a powerful skill that helps you make better decisions. Microsoft Excel is one of the top tools for data analysis and the built-in pivot tables are arguably the most popular analytic tool.

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!

INCREASE YOUR EARNING POTENTIAL

Did you know that Excel know-how can instantly increase your job prospects as well as your starting salary? Excel is a transferrable skill that any hiring manager understands is critical. Research shows job applicants who know MS Excel make $22.66 per hour on average compared to the $20.14 per hour their peers make who don’t know the program. That’s roughly an extra $20 per eight-hour workday and $100 per work week, simply for knowing how to use a single computer program. Moreover, full-time employees in certain industries can see a starting salary bump of anywhere from $1,000 to $7,000 per year based on their Excel skills. That’s not chump change you can ignore.

INSPIRING ENTREPRENEUR?

A majority 63 percent of twenty-somethings want to start their own business. How will you stay organized, track data, or forecast your finances if you’re not spreadsheet-savvy? Many millennials simply want their first job. But, what about your performance once someone hires you? The biggest complaint employers have about millennials is that they lack basic hard and soft skills.These skills include things like teamwork and problem solving, but also basic administrative skills like MS Word and Powerpoint. Once you’re hired, you want to meet the basic requirements of your role without stressing.

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.

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].

Talk about the latest happenings in the world of Ethereum and its general intellectual neighborhood. Get some help with setting things up. Ask questions and get answers. Have a pint or two while you're at it.

Talk about the latest happenings in the world of Ethereum and its general intellectual neighborhood. Get some help with setting things up. Ask questions and get answers. Have a pint or two while you're at it.

This is Oregon Blockchain’s inaugural conference. It will be hosted in Portland, Oregon and aims to bring a wide range of unique industry perspectives together with students in a dynamic event, highlighting the future of the budding blockchain ecosystem in the Pacific Northwest. We will be hosting speakers from Intel, Microsoft, Public Market, and inviting students from the University of Washington, Arizona State University, Portland State University, Oregon State University, and UC Berkeley. This will be a great opportunity for everyone, from businesses wondering how blockchain applies to them to students looking for career opportunities, to learn about the ecosystem from the corporate drivers, lean disruptors, and student innovators. It will be a great event, and we hope to see you all there!

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.

Financing is tough and confusing. There are multiple options available for startups and small businesses: angel investors, seed funds, loans. How do you figure out which one is right for you? Come to the Westside PubTalk and hear from experienced investors on the options and expectations for your business.

Description Portland Startup Week begins April 1 (no joke!), and Sila will be hosting a conference in the middle of all the events.

Finnovation PDX is a chance for the FinTech community - its leaders, employees, investors, supporters, and customers - to come together, deepen connections, celebrate wins, and share lessons and insights.

The event will be broken up into 4 thought-provoking segments:

VC & Investment - How are VCs viewing the rise of FinTech startups, especially blockchain and crypto-specific businesses?

Consumers - With pioneering companies like Simple leading the way, how has the consumer experience around banking, finance, and FinTech evolved?

Product + Engineering - What kinds of tools and resources are changing how FinTech products get made?

Founders - The experience of building and scaling a FinTech company is radically different than it was 10 years ago. How are founders changing their approach?

Following the event please join us at the Portland City Grill (30th Floor of the U.S. Bancorp Tower) for Happy Hour, and Sila's Beta Launch!

Agenda:

11:30 - Lunch, mingle, grab a seat

12:00 - Kick off keynote with Matt Compton

12:20 - VC & Investment Panel: The Investor’s Perspective. Featuring moderator Matt Compton & panelists Hope Cochran, Geoff Harris, & Stephen Green

1:10 - Consumer Panel: Evolution of the Consumer Experience. Featuring moderator Josh Reich & panelists Randy Fernando, Melissa Geyer, Andy Van Oostrum, & Amy Pearl

2:00 - Grab a snack and check out the demo of Sila’s brand spanking new beta!

2:15 - Product Panel: FinTech Product Innovation. Featuring moderator Shamir Karkal & panelists Ian Collins, Laura Spiekerman & Angela Angelovska-Wilson

3:05 - Founders Panel: Scaling a Fintech Company. Featuring moderator Kasey Jones & panelists David Nelsen, Alexandra Horrigan, & Isaac Hines

4:10 - Final Talk with David Nelsen

5pm - Finnovation Happy Hour & Sila Beta Launch Party!!!

Meet the Speakers & Panelists:

David Nelsen Bumped

David Nelsen: Founder & CEO at Bumped, David leads the first ever FinTech company to leverage stock ownership to build one-to-one relationships between brands and their customers. Prior to Bumped, David was CEO and co-founder of Giftango, a digital payments company that brought the digital gift card to market for many of the largest global brands.

Laura Spiekerman Alloy

Laura Spiekerman: Co-founder & CRO at Alloy, where she builds APIs for financial services to manage identity verification from signup through the life of the customer. Laura also has over 8 years of experience in the financial world, including advanced work with mobile payments at Knox Payments & Kopo Kopo.

Andy Van Oostrum Cognigy

Andy Van Oostrum: VP of North American Sales at Cognigy, a conversational AI platform, Andy enables the partner ecosystem and drives client engagement in the categories of both voice and text virtual assistants. Andy is also a digital strategist, and largely sits at the intersection of marketing and technology. He worked in the Sitecore ecosystem for 10 years, and has held board positions at the American Marketing Association, Portland Advertising Federation, and SOLVE.

Melissa Geyer Seed

Melissa Geyer: CXO at Seed, a business banking startup based in Portland, Melissa builds and scales customer experience-driven FinTech support teams. She also worked previously at consumer bank Simple, where she served as Director of Customer Relations for the startup as it launched.

Geoff Harris Flying Fish

Geoff Harris: Co-Founder & Managing Partner at Flying Fish, a Venture Capital firm based in Seattle. Geoff also serves on the Seattle Angel Board of Directors, a non-profit with a mission of educating both entrepreneurs and potential angel investors, and is heavily involved in promoting angel investing within Seattle in an effort to grow the funding ecosystem for local startups. Prior to his work in investing Geoff spent 15 years at Microsoft in Engineering Leadership and Executive Leadership positions.

Alexandra Horigan Aspiration

Alexandra Horigan: Founding team member & VP of Strategic Initiatives at Aspiration, a socially conscious financial firm. Prior to Aspiration, Alexandra spent half a decade on Wall Street in sales, and as a broker for Intercontinental Exchange and Cantor Fitzgerald. Alexandra is a graduate of the University of Colorado at Boulder, a former competitive skier, and most importantly, a mom to two boys.

Amy Pearl seedpay

Amy Pearl: Director of Community Develpment at seedpay, a financial services social enterprise that leverages blockchain technology to strengthen communities. Previously Amy was founder and CEO of Hatch Innovation, where she helped launch new local investing laws to promote community capital. She believes in working upstream to develop new tools for positive disruption.

Matt Compton Oregon Venture Fund

Matt Compton: General Partner at Oregon Venture Fund, Matt's been an active startup investor and advisor in Oregon for the past decade. Previously he held various product, partnership, and marketing leadership roles at Yahoo! during their rapid growth period from 2002 to 2007. In 2008, he began investing with the Oregon Angel Fund, and has also served on the boards of several early and growth stage companies, including Jama and Simple Financial - currently Matt is on the board of REI.

Isaac Hines Sila

Isaac Hines: Co-founder & COO at Sila, Isaac also has 20 years of experience in the energy sector, where Isaac served as finance director and general manager and oversaw upwards of $200m in projects.

Angela Angelovska-Wilson Sila

Angela Angelovska-Wilson: Co-founder & CLO at Sila, Angela also plays a major role in the world of blockchain technology regulations as a lawyer at DLx Law in New York City. She has an extensive wealth of experience in law, and serves as a CCO for Digital Asset Holdings LLC.

Shamir Karkal Sila

Shamir Karkal: Co-founder & CEO at Sila, Shamir was also co-founder of Simple, a Portland-based bank that is digital-only, with no physical branches. He also managed the development of Open APIs at BBVA and was an Entrepreneur in Residence at the Omidyar Network.

Kasey Jones BetterGrowth

Kasey Jones: Founding partner at BetterGrowth, a growth strategy agency that helps early-stage B2B companies accelerate revenue growth. Kasey also has extensive experience in sales and marketing in Portland, having worked at Keboola, Postano, and Good Data.

Randy Fernando: Managing Director at Acorns

Hope Cochran: Managing Director at Madrona Venture Group

Ian Collins: Senior Product Designer at Acorns

Josh Reich: Co-Founder & former CEO at Simple

Stephen Green: Director of Operations at PENSOLE

Whether you’re bootstrapping or investment-backed, pre-revenue or turning a profit, just started up or have been operating for years, there are steps you need to take to stay on top of your finances, maintain compliance, and establish or maintain a strong foundation.

In this workshop, you will learn:

Why accounting is important for an entrepreneur to know Overview of cash flow vs. balance sheet Financial terms to know when talking to others involved in supporting your business The key players every entrepreneur should have within their financial support system About the speaker:

Michael Rewkiewicz is a partner in the Assurance and Advisory Practice at Frank, Rimerman + Co. and leads the firm’s Venture Fund Group. He has extensive experience in advising venture backed companies. Michael specializes in audits of venture funds, private equity funds and debt funds ranging from $10m into the billions in terms of committed capital.

Questions about this event? Please contact Katie Spoden at [email protected].

This event is created by Polsky Center for Entrepreneurship and Innovation, University of Chicago, and Frank, Rimerman + Co. LLP.

We know that investors often look for patterns, referrals and pedigree to make the investment process efficient, safely fitting into established norms.

The unintended consequence is that brilliant founders without the right connections are often passed over. This expresses itself in many ways but often we see that LGBTQIA+, Black, Latinx, and Native American founders are largely left out of the VC ecosystem.

Today, companies are creating specific, application based, Opportunity Funds - their goals being inviting more underrepresented founders into the global ecosystem. This looks like a diverse Investment Committee that includes members from both inside and outside of the investment institution, the goal being to review at early stage investments alongside growth investments.

The result? Underestimated founders have access to direct capital.

Join StartOut Founders, Morrison & Foerster, and Bank of America/Merrill Lynch as we discuss how investors set up these kinds of funds, what current programs look like, how to maintain these funds, and how to bring investors and entrepreneurs into this ecosystem.

Moderator:

Alexa Hall, Startup Program Manager - Google Cloud

Supporting Panelists:

Fredo Silva - Partner, Morrison & Foerster - Event Sponsor

Fredo Silva is one of the Partners of Morrison & Foerster. We are an international law firm with lawyers practicing throughout the United States, Asia, and Europe working with large businesses to secure their funds and support a diverse ecosystem.

Kimelyn Harris - SVP, ESG and Public Policy, Bank of America - Event Sponsor

Kimelyn Harris is an ESG Program Executive for the Racial Equality and Economic Opportunity initiative at Bank of America. In this role, she is responsible for executing programming to support the bank’s $1.25 billion, 5-year effort to advance economic opportunity, health care initiatives and racial equality, for people and communities of color. Kimelyn drives business planning and integration for this companywide initiative while also working to identify and build partnerships with organizations, institutions and community leaders.

Riana Lynn - CEO & Co-Founder, Journey Foods

Riana leads fast-growing software startup Journey Foods. The company is backed by top VCs in North America, Europe and Asia. Riana has served as a top consultant and VC to fortune 500 food and CPG companies. She's currently an angel investor and former Google Entrepreneur in Residence. She is one of just a few dozen black women that have raised more than a million dollars in venture funding. Riana has been featured in Forbes, MIT 35 under 35, USA Today, Fast Company, CNBC, Wired, TechCrunch, Entrepreneur Magazine and more.

A Chicago native and Austin-based that enjoys growing fruit trees, writing film scripts, and exploring black culinary and architectural heritage sites around the world. She currently sits on the board of AGLIFF, one of the country's largest annual and inclusive film fests.

Damola Ogundipe - CEO & Co-Founder, Civic Eagle + Advisor for Lunar Startups

Damola Ogundipe is the co-founder and CEO of Civic Eagle, a company building technology to make government policy tracking easier for people and organizations. Damola is a graduate of The University of Minnesota-Twin Cities where he earned a Bachelor of Science in Finance. He’s a 2018 Camelback Fellow and 2017 Google for Startups Entrepreneur in Residence. Damola is a member of Alpha Phi Alpha Fraternity, Inc. In his free time, he enjoys sports and documentaries.

Dan Vaughn - Senior Director/Associate General Counsel, M&A and Equity for PayPal

Registration through Zoom is required to gain entry to this virtual event

A new year is upon us and with that often comes a financial check in. Join PDXWIT, Simple X, and First Tech Federal Credit Union for industry tips exploring the basics of getting your finances in order.

During the first half of the presentation, we’ll share how to build a plan for getting out of debt and how to save in ways that fit your budget. . The second half of the presentation will focus on ways to secure your financial future that go beyond saving a little bit every month.

We recognize that not everyone has had the opportunity or means to save, and that the financial sector has historically been set up to benefit existing racial and class hierarchies. We will spend some time touching on these important themes, and the myths that back them, during the event.

Agenda: 12:00 p.m. - Event opens/networking 12:05 p.m. - Introductions 12:10 p.m. - Presentation begins 12:50 p.m. - Q&A 1:00 p.m. - Event ends

Purpose: PDXWIT is building a better tech industry by creating access, dismantling inequities and fueling belonging. Our events are inclusive. ALL people who support our purpose are welcome.

This month we'll be hosting Scott Schiefelbein, a Managing Director at Deloitte Tax LLP, and to put it mildly, Scott is a tax expert and a technical lead in the region who knows the blockchain.

We recently sat down and had a wide-ranging discussion; one of the areas most interesting and timely are the conditions and potential future outcomes related to the impacts of regulation at the Federal level, but especially the diverse set of circumstances materializing around US State-level tax regulations.

Topics will include:

Financial Foundations & Forecasting What to track as business owner Bookkeeping Getting paid Planning revenue Forecasting - how to and methods

Workshop Lead: Carla Titus, Founder of Wealth & Worth Within - https://www.wealthworthwithin.com/

Carla is a financial professional and expert with a combined 15yrs of corporate financial planning, analysis, strategy, and fractional CFO consulting experience.