Emerging Professionals Conference - NEW!

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Jan 9, 2019

Registration: 7:30 AM / Program: 8:00 AM - 4:30 PM

Fees

Member Fee: $179.00
Nonmember Fee: $229.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

The above fees may not be reflective of the total event price. See below.

Description

Navigate your accounting career with confidence.
Develop the core skills employers want, and learn what it takes to be a valuable asset to any firm or business. Whether you're a CPA candidate, newly licensed CPA, or a student, you can build and develop the skills your employer will depend on, now and throughout your career.

Fees:

  • OSCPA Members: $179 per person / Nonmembers: $229 per person
  • Student Members: $79* per person / Student Nonmembers: $89* per person
*Students: Contact OSCPA to register and receive discounts at 503-641-7200 / 800-255-1470, ext. 3.


Conference developed by OSCPA's Career Development Strategic Committee.

Designed For

CPA candidates, newly licensed CPAs (0-5 years experience), and college/university accounting students.

Objectives

You will walk away with an expanded skillset that will help you communicate effectively in business, manage your personal finances, and advance your accounting career.

Major Subjects

General Sessions:

  • Leadership Strategies for Managing Up [NT]
    Managers want to work with employees who are committed to building core technical skills as well as the teamwork and leadership skills essential to business success. Understand the basics of leadership, and how managing up should be viewed as a process for becoming a knowledgeable, effective leader.

    Irina Stein, CPA
    Rauch McFetridge Cleveland & Stein CPAs LLC, Lebanon, OR

  • Tax Reform Update
    Get the latest insights on the impact of tax reform and recent legislation to get you up to speed for 2018 tax returns.

    Heather L. Jackson, CPA
    Dougall Conradie LLC, Portland, OR

  • Effective Communication Skills
    Communication is key to productivity and profitability, and knowing how to tailor your communications to your audience is a valuable skill. In this session, you’ll learn how to present information to clients so they understand the information while communicating on a more technical level with supervisors, staff, and peers.

    Tonya M. Moffitt, CPA
    Merina & Company LLP, Tualatin, OR

    Danielle M. Groves, CPA
    Merina & Company LLP, Tualatin, OR

  • *Ethics: Becoming a Model for Fellow Professionals
    CPAs are viewed as trusted advisors. Understand how "everyday business ethics" relates to you and the work you do. You will gain an understanding of the Oregon Board of Accountancy Administrative Rules & Statutes, how the AICPA Code of Conduct applies, and how to consider the standards for other areas of state law, professional organizations, and/or regulatory agencies.

    *Eligible for Professional Conduct & Ethics CPE for existing active permit licensees. Does not apply to those reporting in their first two-year reporting period.

    Ross E. Holliday, CPA, CVA, CGMA
    Boldt Carlisle + Smith, Albany, OR

    TeriAnn Kruse, CPA/PFS, CFP
    Tandem Views Investment Services LLC, Lake Oswego, OR

  • Careers for Professionals in Accounting [NT]
    CPA – these three letters represent commitment, integrity, accountability, and trustworthiness. Your credentials will open up a variety of career options, whether in public accounting, business & industry, education, or government. In this session, you’ll hear from a diverse group of professionals about how the CPA credential shaped and guided their career journeys.

    Elizabeth D. Almer, CPA, PhD
    PSU School of Business Administration, Portland, OR
           
    Isaac C. Ciula, CPA
    Trail Blazers Inc, Portland, OR

    Cheryl R. Olson, CPA, CGMA
    Clark Nuber PS, Portland, OR
      
    Shasta G. Prunk, CPA
    Oregon Department of Corrections, Salem, OR


Concurrent Sessions: (Refers to registration options listed below)

  • A-1: Navigating Your Financial Future [NT]
    Plan and improve your personal financial future! In this session, learn about debt management, including student loans; strategies for buying a house; effective utilization of employer benefits; and more.

    Christina R. Bentley, CPA
    NO-DES Inc, Portland, OR

    Sarah J. Padfield, CPA
    Delap LLP, Lake Oswego, OR

    Robert J. Wolfer, CPA
    Delap LLP, Lake Oswego, OR

  • A-2: Preparing for the CPA Exam [NT]
    Learn about best practices for studying for and successfully passing the Uniform CPA Examination. Hear from top exam scorers, including Washington state’s 2017 Elijah Watt Sells recipient and Oregon’s third highest scorer.

    Michael B. Conan, CPA
    PricewaterhouseCoopers LLP, Portland, OR

    Andrew Inman, MBA
    Intel Corporation, Aloha, OR

    Craig Popp
    Merina & Company LLP, Tualatin, OR


Registration Instructions:

  1. Select a concurrent session option below.
  2. Select your materials (paperless/electronic or hard copy).
  3. Click "Add to Cart."
  4. Log in (if you have not already done so) to complete registration and go through the cart.

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.


Leaders

Elizabeth Almer

Elizabeth Almer is an Associate Professor and Accounting Area Director at Portland State University. She has taught auditing, financial accounting and global accounting at the undergraduate and graduate level, and is currently the faculty advisor for Beta Alpha Psi. Prior to joining the PSU faculty, she was an auditor with Price Waterhouse in San Jose and taught at the University of Miami. For the last decade she has published extensive research on the upward mobility of women in public accounting. Dr. Almer has been actively involved in the AICPA, Oregon Society of CPAs and several other professional association and non-profit boards. She serves the academic community through extensive involvement in the American Accounting Association and membership on the editorial boards of several journals.

Christina Bentley

Christina Bentley began working as an accountant in 2007, beginning her career as a full-charge bookkeeper and progressing into public accounting as an auditor in the non-profit world. She is currently leveraging her skills as CFO of a start up manufacturing company in the water industry. Christina passed the Certified Public Accountant and the Chartered Global Management Accountant examinations after completing the Post-Baccalaureate Accounting Program at Portland State University. She previously earned a Bachelor of Science degree in General Science from Portland State University. Christina currently enjoys volunteering with the Oregon Society of CPAs and with local school programs in various capacities. (Rev 10/2018)

Isaac Ciula

Isaac Ciula is the Assistant Controller for the Portland Trail Blazers. Isaac graduated from Pacific University in Forest Grove with two degrees in Finance and Economics. After college, he obtained his CPA license and worked in public accounting for 7 years with Maginnis & Carey LLP in downtown Portland. He returned to Pacific for a semester as an adjunct professor to teach individual income tax accounting. In 2014, he got drafted by the Portland Trail Blazers finance department. In addition to assisting with the basketball finances, Isaac also manages numerous financial aspects of the Trail Blazers Foundation and the brand new e-sports team Blazer5 Gaming. Outside of basketball and accounting, Isaac enjoys spending time with his wife and two children, playing mediocre golf, and pairing barbeque with Oregon beers.

Michael Conan

Michael Conan passed the CPA exam and earned the Elijah Watt Sells Award in 2017. He graduated from Oregon State University in June of 2017 with degrees in Accounting, Finance, and International Business. In September of 2017, Michael started as an associate in the assurance practice at the PwC office in Portland, where he has worked on the audits of a number of public and private companies primarily in the Portland area. Outside of work, he is involved in the Oregon State Alumni Association through the Young Professionals Advisory Council, serves on the Chapter Advisory Board for his chapter of the Sigma Chi Fraternity, and volunteers with the youth group at his family’s church. (Rev. 10/2018)

Danielle Groves

Danielle Groves is a Partner of Merina & Company. She received her bachelors degree in both accounting and education and enjoys any opportunity she has to mentor and teach. She has worked in public accounting for ten years and has experience performing governmental, compliance and performance audits. Prior to joining Merina & Company, she worked at KPMG LLP in their advisory practice. She is responsible for training new team members as well as annual firm trainings for both team members and clients. (Rev 10/2018)

Ross Holliday

Ross Holliday is a senior manager at Boldt Carlisle & Smith, a public accounting firm with offices in Salem, Albany and Stayton. Certified as a CPA, CGMA and CVA, Ross provides high-level taxation, client accounting and advisory services to clients throughout the Pacific Northwest. Once a controller for a nonprofit financial lending institution, Ross continues to serve community organizations outside of the office, currently serving as treasurer for the Albany Boys & Girls Club Foundation while having previously acted as treasurer for the United Way of Clatsop County and Salvation Army Albany Center. When he’s not dealing with numbers, he enjoys spending time with his family outdoors and coaching youth sports. Ross currently serves on the OSCPA Board of Directors and is a member of the Professional Conduct Committee, of which he was a prior chairman. (Rev. 10/2018)

Andrew Inman

Andrew Inman has been a Director of Internal Audit at Intel Corporation for the past 5 years. He has been at Intel for 17 years mostly in Operations Finance. Prior to Intel, he earned his MBA in Finance at the University of Texas at Austin after a 5-year career in the US Navy where he served on the USS Jacksonville, a fast attack submarine based in Norfolk, Virginia. His undergrad degree is in) Electrical Engineering also from the University of Texas. (Rev 11/2018)

Heather Jackson

Heather Jackson became affiliated with Dougall Conradie LLC in July 2015 and has been in public accounting for over 20 years. She is highly experienced in tax planning and preparation of tax returns for closely-held businesses and individuals, preparation of compiled, reviewed, and audited financial statements, accounting services, QuickBooks consulting, and overall business consulting. Heather also participates on the Taxation Strategic Committee and testifies for the Legislative Analysis Subcommittee of the Oregon Society of Certified Public Accountants. (Rev 11/2018)

TeriAnn Kruse

TeriAnn Kruse, CPA/PFS, CFP® is the founder of Tandem Views Investment Services, LLC. After owning a local CPA firm that focused on tax preparation, litigation support, and fraud investigations for 15 years, TeriAnn recognized that many of her firm’s clients needed investment and financial planning services from someone that had a better understanding of their full financial health. She became a CFP® and PFS, sold her accounting firm, and then opened her Registered Investment Advisory (RIA) firm. She now focuses on managing investments and providing financial planning services. She is a longtime bicyclist with over 26 thousand miles on one of her old bikes. TeriAnn has been a member of the OSCPA Professional Conduct (Ethics) Committee for 15 years and is serving as chair of the committee for the second time. (Rev 10/2018)

Tonya Moffitt

Tonya Moffitt, CPA is the Managing Partner of Merina & Company. Her passion is teaching and mentoring professionals on technical and soft skills, encouraging them to build new competencies and to create their own legacy, both professionally and personally. She teaches various continuing professional education classes to Certified Public Accountants, industry professionals, and students for the Association of International Certified Professional Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA), Oregon Government Finance Officers Association (OGFOA) and various others. (Rev 10/2018)

Cheryl Olson

Cheryl is Clark Nuber’s Nonprofit Solutions Strategist, which is both external and internal facing. She helps nonprofit organizations identify strategic solutions to their greatest challenges and opportunities, as well as connect them with relevant Clark Nuber services, external resources, and third-party advisors. Areas of focus that benefit our clients include software functional needs assessments, governance oversight training, and operational and financial process assessments. Internally, she manages the operations of the software solutions team. Cheryl is a member of the Not-for-Profit Services Team and the Software Solutions Team. Cheryl has a Bachelor of Science degree in Business Administration with a concentration in accounting from the University of the Pacific in Stockton, California. Cheryl is an active member of the American Institute of CPAs (AICPA) and serves on the Not-for-Profit Advisory Council. She is also an active member of the Oregon Society of CPAs (OSCPA) and serves on the Not-for-Profit Committee, including being part of the planning team for the annual conference. Cheryl also serves as a member of the Girl Scouts of Oregon and Southwest Washington's Finance Committee and President of the University of Pacific, Portland Metro Alumni Group. Cheryl has made numerous financial presentations to various audiences of board chairs, chief executive officers, chief financial officers and CPA practitioners. She has also written various articles and blogs on finance, governance and software for not-for-profit organizations.

Sarah Padfield

Sarah Padfield is an assurance principal at Delap with over fourteen years of experience in public accounting. She provides assurance services for private, closely-held businesses of all sizes. Sarah graduated from University of Portland. She currently serves on the finance and administration committee of the Children's Center and is the treasurer of the Hallinan Elementary Parent Teacher Organization. (Rev 11/2018)

Craig Popp

Craig Popp has been working as a Staff Accountant at Merina & Company for the last year and a half. The firm focuses providing auditing/consulting services for Municipal Governments and is licensed in Oregon, Washington, and Hawaii. (Rev 11/2018)

Shasta Prunk

Shasta has been a Senior Accountant for the Oregon Department of Corrections for the past three years and is a member of the OSCPA Career Development Strategic Committee. In the five years prior to state employment, she audited various governmental entities at a small public accounting firm. Shasta also enjoys doing taxes and continues to prepare tax returns on a part-time basis. She has a bachelor’s degree in Japanese language and enjoys creating handmade greeting cards and traveling in her spare time. (Rev. 10/2018)

Irina Stein

Irina Stein has almost twenty years of experience in public accounting in small and midsize local CPA firms. She has earned a Masters of Accountancy degree and a Bachelor of Arts degree in Accounting from Southern Utah University. She has worked as an audit senior-in-charge, specializing in municipal entities and water districts. Since becoming a partner at Rauch, McFetridge, Cleveland, and Stein CPAs, she has sought to provide tax services year-round, yet she still finds herself involved in attestation work. Irina originally hails from Tomsk, Russia. She is married and raising four children. She enjoys spending time with her family, reading, running, and playing board games. (Rev 11/2018)

Robert Wolfer

Robert Wolfer is a Senior Tax Manager with Delap LLP in Lake Oswego. Prior to joining Delap, he spent 10 years wiht a local CPA firm in Portland. Robert is a proud graduate of Oregon State University, where he earned degrees in Accounting and International Studies. Robert has served in various roles in the community, including as a board member for Love INC of Greater Beaverton and a children's teacher at his church. In connection with his work, Robert enjoys working closely with tax attorneys and has given two short-topic presentations at Portland Tax Forum on international tax topics. (Rev 11/2018)