Oregon Zoo, Skyline Banquet Room

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

Your company is growing, your customers are happy – what’s the next step? Is it an IPO? Is it a merger or acquisition? Or just getting an initial round of funding? Whatever the end result, thinking through and developing an appropriate plan and taking the proper steps is key to a successful entry into any transaction.

Join our esteemed panel of business experts as they discuss ways in which you can maximize the value of your business by giving quality advice and informative instructions that will help ease a future transaction no matter what it might be.

Some of the Panel Questions that will be Discussed Include:

•What type of transaction is right for my company?

•What are the advantages and disadvantages of different types of transactions?

•What options do I have in raising capital?

•What do buyers look for in buying a company?

•What are some common obstacles that companies encounter as they prepare for a transaction?

This will be a very interactive session between the panel, moderator and attendees so bring the specific questions that will assist you.

Panelists:

• Brad Gevurtz, Managing Director, Head of Investment Banking, D.A. Davidson & Co. - Brad has significant experience in M&A, private placements, and public offerings, and has worked with clients such as Alltel, AT&T, Cadbury Schweppes, Computer Associates, Comsat, GE, IBM, Toyota, Verizon, and Xerox

• David Nelsen, President at Giftango LLC - InComm - Having just sold his company less than a year ago, David brings first-hand experience from an entrepreneur’s perspective

• Roy Tucker, Partner, Perkins Coie LLP - Roy has represented issuers and underwriters in numerous public offerings and regularly advises corporate clients and private equity firms on mergers, asset sales and leveraged buyouts

• Todd Wall, CPA, Partner, Moss Adams LLP - With more than 16 years of experience in public accounting, Todd also consults on matters related to private debt and equity offerings, restructurings, leveraged recapitalization, option accounting, and venture capital transactions

Moderator:

• Steve Giannini, President, Opal Labs, Inc. - On track to close $1 million this year and currently raising a round, Opal Labs radically amplifies the innovation potential of your organization, unlocking insight sharing across geographies, business units and specialties

Details: When: Thursday, October 10, 2013 Time: 7:30 - 9:00 AM Where: Oregon Zoo, Skyline Banquet Room, Portland, OR Cost: TAO Members $25 Non Members $45 To Register: TAO, 503-228-5452

Event Sponsors: D.A. Davidson

Series Sponsor: Stoel Rives LLP

During this session you can learn about the recent progress made on the FASB’s revenue recognition, leasing and financial instruments projects 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.

Event Details: When: Thursday, January 17, 2013 Time: 7:30 - 11:00 AM 7:30 AM - Breakfast and Networking 8:00 AM - Program and Q&A Members: $50 Non-Members: $75 CPE Credits: Pending Approval To Register: TAO - 503-228-5452

Presented by: Technology Association of Oregon and KPMG LLP

Join us on Thursday, January 19 for an SEC & FASB Accounting Update which will include an additional deep-dive session on the current hot topics, revenue recognition and leasing.

You will learn about current SEC and FASB hot topics, evolving guidance on fair value, asset impairments, revenue recognition, and other current financial reporting topics. An update from the AICPA/SEC conference held in December will also be discussed.

Topics will include: • Recent fair value reporting activities and other issues from the “credit crisis” and market conditions • Recent SEC activities including guidance on recent comments, international financial reporting, and non-GAAP financial measures and management’s discussion and analysis • FASB and EITF update including leasing, financial instruments and revenue recognition projects

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? CFOs, controllers, SEC reporting managers, accounting managers, audit committee members, and executives who are seeking an update on current SEC/accounting topics, as well as changes to the accounting and regulatory environment.

Event Details: When: Thursday, January 19, 2012 Time: 7:30 – 10:30 AM 7:30 – 8:00 AM Registration, Breakfast and Networking 8:00 – 9:30 General SEC & FASB Accounting Update Session 9:30 – 10:30 Deep-dive Session: Revenue Recognition and Leasing Where: Oregon Zoo, Portland, OR Directions to the Oregon Zoo Fees: $35 Members, $55 Nonmember Technology Companies, $95 Nonmember Service Providers CPE Credits: Pending Approval

To Register: TechAmerica Oregon, (503) 624-4871

This event is presented by: KPMG LLP

Years ago, the conventional wisdom among companies was either to ride the open source wave or to avoid open source software at all costs. Now, the choice to avoid open source software is gone. Whether you are a hardware company or a software company, you have open source. It’s in your servers, it’s in your phone system, and it is almost certainly in your products whether they are hardware or software. The open source in your phone system is probably a great idea. The open source in your products, on the other hand, may not be. What should you do?

Join three industry experts who will discuss best practices you can bring to bear in order to reap the benefits of open source while avoiding the pitfalls. They will discuss what open source software is, how it found its way into your products, and what its advantages and disadvantages might be.

You will learn: - Why you should stay on top of this issue; - How you can manage your open source user obligations in a way that is mindful of limited resources; - If that open source you just discovered in your product really means that you have to post your source code on your website.

Panel: - Mark Visnick is a practicing attorney and senior consultant with Johnson-Laird, Inc, where he specializes in forensic software analysis for litigation and software due diligence for mergers, acquisitions, and in-bound licensing deals. Marc will explain what open source is, what compliance entails, and where the risks lie.

• Chris Perez is a software engineer and former engineering manager at Tektronix. Chris will provide practical advice about how technology companies can manage open source obligations in a way that is consistent with company values and mindful of limited resources.

• Jeff Luszcz is the founder and VP of Services and Support at Palamidawhere he leads the professional services team responsible for open source compliance audits. Jeff will discuss how Palamida helps companies manage open source software at all stages of their product lifecycles.

Moderator: Brenna Legaard is an intellectual property attorney at Lane Powell, where she focuses her practice on helping her clients achieve their business goals by securing and enforcing their intellectual property rights.

Who Should Attend: - Hardware Engineers - Software Engineers - Research & Development - Entrepreneurs - Information Technology Professionals - Marketing Professionals

Event Details: When: Thursday, December 8, 2011 Time: 7:30 – 10:00 AM Where: Oregon Zoo, Skyline Banquet Room, Portland, OR Directions to the Oregon Zoo Fees: $50 Members, $75 Nonmembers CLE Credits: Pending Approval To Register: TechAmerica Oregon, 503-624-5715

Social media may be a good way to find people, but the fact remains that face-to-face networking is still best for building relationships and for attracting customers and employees. Good networkers are not born, they are created, and anyone can improve their networking skills – skills that will contribute to leadership and professional growth.

Special guest, Kathy Condon, Executive Coach, International Professional Speaker, Trainer and Author will present strategies on how to make your next networking event a fun experience where you can build critical business relationships. No matter if you are an Introvert or an Extrovert, this event will teach you simple networking techniques that you can use right away. To help put your new-found knowledge to the test, you will also have the opportunity to participate in a short networking exercise.

This event will get you started on developing and/or broadening your network early in the new year! As one of Kathy's client's recently said, "A handshake is worth a 1,000 emails."

Who should attend? VPs of HR, HR Directors, HR Managers, HR Generalists

More information on Kathy: Kathy's book “It Doesn’t Hurt to Ask: It’s all about Communication” was named “Best Book Finalist by USA Book News” in the business category. She is completing her second book “Face-to-Face Networking is Dead. WRONG! The book on networking” which she expects to release at the end of January 2011.

http://www.kathycondon.info http://www.kathycondon.info/blog http://www.twitter.com/KathyCondon http://www.linkedin.com/in/kathycondon

Event Details: When: Wednesday, February 2, 2011 Time: 7:30 AM - 9:00 AM Where: Oregon Zoo, Skyline Banquet Room, Portland, OR Cost: $35 TechAmerica Members, $55 Nonmember Technology Companies, $95 Other Nonmembers

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

Thank you First Tech Credit Union and Mercer for sponsoring this event!

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!

Compared to the lush capital environment of the 90s, the new millennium has been an arid desert. What internal cash sourcing strategies are working? What processes and methods ensure that funds and resources are being used efficiently? What stories can be shared? What does the future capital environment hold and what type of internal cash generation revenues are yet to be found in your company?

Learn from emerging business executives who have found their oases to survive these difficult times. Panelists will discuss how they’ve managed their most precious asset - cash!

You will learn: - Strategies for survival and growth - When to hire/reduce employees - How to manage vendor and customer relationships to increase/steady cash flow - Common and uncommon ways to source cash
internally

Panelists: All have direct experience in leading companies at least once (most more) on limited external capital.

• Chris O'Leary, Chief Financial Officer, Phoseon Technology
• David Silverman, Chief Financial Officer, Lifecom
• Kit Johnson, President and Principal Consultant, LedgerSource, LLC

Moderator: - Les Fahey, Fahey Ventures LLC, is a business advisor to emerging growth technology companies. Retired from KPMG and considered by many to be one of the founding fathers of Tech in Portland.

Protecting Your Markets from Unlawful Foreign Competitors

Date: Wednesday, February 10, 2010 Time: 7:30 - 10:00 a.m. Cost: $50 members, $110 nonmembers CLE Credits Pending Approval

About the Event: In challenging economic times and as competition grows fiercer, many companies find that enforcement of their intellectual property rights is critical to their success. Knock-off products, often from companies outside the United States, eat into sales. But defending your intellectual property is not inexpensive. Three of Portland’s leading companies will tell you how they defend their domestic and foreign markets quickly, efficiently, and inexpensively, and how to make these strategies work on any scale.

What will you learn? - How to diversify your IP portfolio to put your company in the best position to defend your markets - How to use the laws of foreign jurisdictions to stop infringing products where they are manufactured - How to use the fastest, most cost-effective IP enforcement actions available

Panelists: - Tom Evans, Corporate Patent Attorney at Mentor Graphics will relate lessons from Mentor’s patent infringement lawsuit in China and describe how Mentor uses its IP portfolio to defend its markets around the world.

• Julianne Davis, Assistant General Counsel/Intellectual Property at Nike, Inc. will tell you why you should add design patents, trademark registrations, and copyright registrations to your IP portfolios, and how Nike uses its diverse portfolio to police its markets in the US and around the world.

• John Motley, Associate General Counsel & Director of Intellectual Property at Columbia Sportswear, will talk about Columbia’s successful use of Thai and other foreign patent and trademark law to combat infringement where products are manufactured.

• Tigran Guledjian, a partner at Quinn Emanuel in Los Angeles, practices extensively in complex intellectual property litigation with an emphasis in high technology patent litigation. Tigran will discuss his efforts on behalf of Seiko Epson and other clients to use the International Trade Commission to obtain and use exclusion orders to stop infringing products at the border.

Moderator: - Brenna Legaard is a partner at Chernoff Vilhauer McClung & Stenzel, an intellectual property law firm in Portland, Oregon. A seasoned trial lawyer, Brenna brings significant real-world experience to her patent prosecution and opinion practice and routinely helps start ups and publicly traded clients alike prioritize their IP budgets and cost-effectively enforce their rights against infringers.

Event Details: When: Wednesday, February 10, 2010 Time: 7:30 a.m. – 10:00 a.m. Where: Oregon Zoo, Skyline Banquet Room, Portland, OR Cost: Discounted Rate (available to new registrants) $50 TechAmerica members and LES Industry members, $110 nonmember technology companies CLE Credits Pending Approval

About the Program During this session you will learn about current SEC and FASB hot topics as well as an update from the AICPA/SEC conference being held in December. Learn more about evolving guidance on fair value, asset impairments, revenue recognition 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? - Recent fair value reporting developments and other issues from the “credit crisis” and market conditions - Recent SEC activities including guidance on recent comments, international financial reporting, non-GAAP financial measures and management’s discussion and analysis - FASB & EITF Update

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.

Speaker: - Teresa Iannaconi, Senior Partner, KPMG LLP

Event Details: Date: Thursday, January 14, 2010 Time: 7:30 - 10:30 a.m. 7:30 - 8:00 a.m - Networking/Breakfast, 8:00 - 10:30 a.m.- Program and Q&A Location: Oregon Zoo, Skyline Banquet Room, Portland, OR Fees: TechAmerica members and guests of KPMG $35, SAO and OEN industry members $35, non-members $95 CPE Credits: Pending Approval Register: Online or by calling TechAmerica Oregon, 503-624-4871

Thank you KPMG LLP for sponsoring this event.

About the Event: In challenging economic times and as competition grows fiercer, many companies find that enforcement of their intellectual property rights is critical to their success. Knock-off products, often from companies outside the United States, eat into sales. But defending your intellectual property is not inexpensive. Three of Portland’s leading companies will tell you how they defend their domestic and foreign markets quickly, efficiently, and inexpensively, and how to make these strategies work on any scale.

What will you learn? - How to diversify your IP portfolio to put your company in the best position to defend your markets - How to use the laws of foreign jurisdictions to stop infringing products where they are manufactured - How to use the fastest, most cost-effective IP enforcement actions available

Panelists: - Tom Evans, Corporate Patent Attorney at Mentor Graphics will relate lessons from Mentor’s patent infringement lawsuit in China and describe how Mentor uses its IP portfolio to defend its markets around the world.

• Julianne Davis, Assistant General Counsel/Intellectual Property at Nike, Inc. will tell you why you should add design patents, trademark registrations, and copyright registrations to your IP portfolios, and how Nike uses its diverse portfolio to police its markets in the US and around the world.

• John Motley, Associate General Counsel & Director of Intellectual Property at Columbia Sportswear, will talk about Columbia’s successful use of Thai and other foreign patent and trademark law to combat infringement where products are manufactured.

• Tigran Guledjian, a partner at Quinn Emanuel in Los Angeles, practices extensively in complex intellectual property litigation with an emphasis in high technology patent litigation. Tigran will discuss his efforts on behalf of Seiko Epson and other clients to use the International Trade Commission to obtain and use exclusion orders to stop infringing products at the border.

Moderator: - Brenna Legaard is a partner at Chernoff Vilhauer McClung & Stenzel, an intellectual property law firm in Portland, Oregon. A seasoned trial lawyer, Brenna brings significant real-world experience to her patent prosecution and opinion practice and routinely helps start ups and publicly traded clients alike prioritize their IP budgets and cost-effectively enforce their rights against infringers.

Cost: $50 TechAmerica members and LES Industry members, $110 nonmember technology companies

To Register: Call TechAmerica Oregon, (503) 624-4871.

If you are interested in sponsoring this event, please contact [email protected], (503) 624-5715.

A panel of two venture capitalists and two executives from recently funded technology companies will provide an update on the state of venture capital financing and share their experiences relating to Oregon venture capital transactions.

Attendees will gain insight with respect to topics such as:

• What industries are and are not attracting venture investments?
• What are the attributes and characteristics of a venture ready business?
• How has the market changed with respect to valuation, liquidation preferences and other critical terms?
• How much capital should an emerging company raise?

VC Panelists – Active investors in Oregon: - Gerry Langeler, Managing Director, OVP Venture Partners - Mike Buckley, Managing Director, Intel Capital

Portfolio Company Panelists – Recently funded Oregon technology companies: - Peggy Miller, Chief Operating Officer, PacStar Communications, Inc. - Jim Plymale, Chief Executive Officer, Clinicient, Inc.

Moderator: Eric Rosenfeld, Managing Director, Capybara Ventures

Who Should Attend: Attendees include all individuals who wants to raise capital for an emerging technology company or learn about the state of the venture capital industry.