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DTSTART;TZID=UTC:20190917T120000
DTEND;TZID=UTC:20190917T130000
DTSTAMP:20190906T070004Z
CREATED:20190906T070004Z
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SUMMARY:Lunch & Learn -Finance Series - Get it! Understanding the Basics
DESCRIPTION:Description\nOregon Bioscience Incubator (OBI) and the Portland State Business Accelerator (PSBA) are partnering to bring you a Finance Series. The first of three programs will be on September 17th at the Portland State Business Accelerator with the NOW CFO Financial Consultant\, Chris Hall. \nCome learn about the basics of finance from Chris Hall of NOWCFO. Learn what things you should be paying attention to as you set up your accounting system. Chris will also be sharing about best practices for accounts payable and accounts receivable as well as the importance of cash flow projections and how to prepare these yourself. \nChris will be staying after the program to meet individually with companies and answer specific questions – 3 slots available at 10 minutes each. If you are interested in signing up for a 10-minute one-on-one with Chris\, please email Julia Baldwin at julia.baldwin@pdx.edu. \n  \nAbout the Speaker: \nChris Hall spent the first 9 years of his career in public accounting. This included working in both the audit and tax practices. He was lucky enough to be able to work with a wide range of clients in just about every field. This has been a benefit in the consulting he does with NOWCFO. \nAfter public accounting Chris went on to work at Platt Electric Supply. A large distribution company that was in a rapid growth mode that went from 48 branches when he started to 72 branches by the time he left. This was great experience putting the practical side of accounting learned as a CPA\, into practice in the day to day operations of a $375 million business. \nChris moved into a CFO position in a medical practice that billed around $110 million a year. This is where he gained experience beyond the day to day numbers and began to develop forward vision plans for the company. From treasury management\, growth strategies\, and compensation packages\, to succession planning. \nThis has all lead Chris to NOWCFO where he works with a wide range of clients that range in size from $1 million to $45 million. Helping everyone from start-ups as well as established companies with all of their accounting needs.
URL:https://www.otradi.org/event/lunch-learn-finance-series-get-it-understanding-the-basics/
LOCATION:Portland State Business Accelerator\, 2828 Southwest Corbett Avenue\, Portland\, OR\, 97201\, United States
CATEGORIES:Lunch & Learn,OBI Programs/Events,Partner Programs/Events,Seminar
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DTSTART;TZID=UTC:20190926T120000
DTEND;TZID=UTC:20190926T130000
DTSTAMP:20190921T081124Z
CREATED:20190821T011135Z
LAST-MODIFIED:20190921T081124Z
UID:10000134-1569499200-1569502800@www.otradi.org
SUMMARY:Lunch & Learn - Setting Up Your Books & the Importance of Financial Statements
DESCRIPTION:REGISTER NOW \nHow to set up your books\, and the importance of quality financial statements \nAs a small business owner\, the failure to properly set up your accounting records\, and produce quality financial statements may affect your company’s future. This Lunch & Learn will cover the basics of setting up quality financial records\, and the importance of accurate financial statements. \nSmall business owners are often unsure of what the future will hold for their business\, and quality\, accurate financial statements and records will help make sure your business is appropriately positioned when you need to present your company to banks and potential investors. \n  \nAbout the Speakers \nDave Porter\, Shareholder at Geffen Mesher \nAs a Shareholder\, Dave is known for his responsiveness\, creativity\, and client focus. Dave works with attorneys\, their clients\, prosecutors\, and law enforcement agencies to assist with the investigation of alleged financial wrongdoing\, including alleged financial statement fraud and embezzlement. He is experienced in providing clients and other parties with unbiased and independent litigation support\, consulting\, and expert testimony. Dave has also provided expert testimony to grand juries\, juries\, and the bench\, in both federal and Oregon courts.Dave’s forensic accounting experience helps companies develop stronger internal controls\, mitigate risks\, and recover from occupational fraud when it does occur. He leads the firm’s Forensic & Integrity Services team\, which includes five Certified Fraud Examiners (CFEs) and two Private Investigators (PIs). Under his leadership\, the group has quickly become a well-rounded and sought-after forensic team. \n  \nTim Porter\, Senior Manager at Geffen Mesher \nTim joined Geffen Mesher in 2013 after spending three years at a boutique CPA firm specializing in employee benefit plan audits\, where he gained extensive experience auditing a wide range of employee benefit plans. He earned a Bachelor’s degree in both accounting and finance at Portland State University while holding a supervisory position at United Parcel Service.He provides auditing and accounting services to a variety of small and medium-sized businesses with a particular emphasis on clients in the manufacturing\, professional services\, and dealer services industries. Among other consulting services he offers his clients\, Tim provides input on the design and effectiveness of internal controls over financial reporting and employee benefit plans.
URL:https://www.otradi.org/event/lunch-learn-geffen-mesher/
LOCATION:Oregon Bioscience Incubator\, 4640 S Macadam Ave\, Suite 230\, Portland\, OR\, 97239\, United States
CATEGORIES:Lunch & Learn,OBI Programs/Events
GEO:45.4889479;-122.6718765
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