Management & Business Advisors Summit – NEW!

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Oct 18, 2019

Registration: 7:15 AM / Program: 8:00 AM - 4:35 PM


Member Fee: $325.00
Nonmember Fee: $400.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -160.00

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


Learn about the hot issues impacting members in business and industry.

Can't attend in person? Attend via live webcast!

Conference is developed by the OSCPA Business Management & Advisory Services Committee.

Designed For

CPAs, CFOs, controllers and other financial managers in industry who wish to update their knowledge and skills.


Provide an overview of current issues and developments impacting the private industry arena.

Major Subjects

  • Becoming Your Business's Most Trusted Advisor
    James T. Lindell, CPA, CSP, CGMA, Thorsten Consulting Group
    To be the most trusted advisor, as either the external CPE or the internal CFO, individuals must learn the needs of the CEO/Owner as well as the business operations to provide valuable counsel. Through that understanding and appropriate use of coaching/mentoring it is possible to achieve this trusted relationship. This session will explore that role from the perspective of coaching CEOs for nearly two decades.
  • Crisis Clinic: Symptoms, Causes, and Cures
    Renee Fellman, MBA, CTP, Turnaround Expert
    Award-winning turnaround expert Renee Fellman will describe symptoms, explore causes, share war stories, and provide tools for prevention, early detection, and cure.
  • The Evolving Role of the CFO/Controller
    James T. Lindell, CPA, CSP, CGMA, Thorsten Consulting Group
    The Controller/CFO role is evolving at an increasing pace. Those that refuse to learn, grow, and adapt to the changing demands will be left behind. This session will share tools and techniques to keep you ahead of the crowd and help you add value to your organization.
  • New Employment Laws: What You Don't Know CAN Hurt You!
    Chrys Martin, Attorney, Davis Wright Tremaine LLP
    This session will provide a summary of new key Oregon employment laws with practical advice on how to comply and when compliance is required.
  • Catch Me if You Can: Today's Pink Collar Criminal
    Kelly Paxton, CFE, PI, K Paxton LLC 
    Embezzlement is the crime that every business owner, government agency, PTA, and youth sports league worries about. Protecting assets is a top priority. The loss of money is devastating. However, what is worse is the loss of time which is unrecoverable and the loss of trust which takes the biggest toll. When embezzlement happens it is often committed by a long-term, trusted employee. They have worked side by side with you for potentially years or even decades. Often, they are part of the family. These embezzlers live amongst us. This crime is the relatable crime because most everyone knows some business or person who has been affected by embezzlement. What is the difference in White and Pink Collar crime? Why is Pink Collar Crime growing? Who is the "typical" Pink Collar Criminal? How to identify "pink flags" and tips and tricks for investigating and interviewing a Pink Collar Criminal. Attend this session to find out!

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Renee Fellman

Renee Fellman, winner of the Turnaround of the Year Award from the international Turnaround Management Association for her turnaround of a publicly held medical device company, helps companies improve profitability at warp speed. She has served as interim CEO for 19 companies and an outside consultant to 17 and has rescued privately held, publicly held, family-owned and employee-owned businesses from the brink of disaster. Industries include, but are not limited to construction, healthcare, manufacturing, medical devices, packaging, printing, restaurant, retail, technology, transportation and wholesale distribution. For detailed information about Fellman’s results, complete list of industries served, case studies and more, please visit:

James Lindell

James T. Lindell, CPA, CSP, CGMA, MBA Dousman, Wisconsin

James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 50 M & A projects.

James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. In 2015, Jim received his CSP - Certified Speaking Professional designation. The CSP is the highest designation that can be earned by a member of the National Speakers Association. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPA's and a member of the National Speakers Association.

Jim is the author of the AICPA book – “Controller as Business Manager,” and author of the AICPA courses: “AICPA’s Annual Update for Controllers”, “Analytics and Big Data for Accountants”, “Controller as Business Partner”, “Strategic Planning: A Simplified and Workable Approach for Private Companies” and “AICPA's Controllership: 25 Critical Lessons from the Trenches.” Jim also authored and was part of the AICPA video and course, “Minimizing the Effects of a Recession on Your Business”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days, not Weeks”.

Jim is a member of the folk music group “Deep Pool”, retired coach of the boys’ high school rugby club and still plays “old boys” rugby.

Jim is a 2-time recipient of the AICPA’s Outstanding Discussion Leader award.

Rev. 8/17

Chrys Martin

Chrys Helps clients stay out of trouble by providing daily advice and counseling on employment law and employee benefits issues based on prior hands-on management and human resources experience. Clients know she can get them out of trouble creatively and efficiently with more than 35 years of handling complex employment and ERISA litigation, including class actions. That depth of knowledge is applied to counseling employers and creating unique training programs for supervisors in HR best practices, including respectful workplaces and #MeToo issues. Clients say they appreciate her practical approach to problem solving. To keep her work exciting, she serves employers of all sizes - from startups to multinational corporations - in all industries across the country.

Kelly Paxton

Kelly Paxton has more than 13 years of law enforcement experience. Kelly is a Certified Fraud Examiner, Private Investigator and Social Media Intelligence Analyst.

Ms. Paxton started her career in law enforcement as a Special Agent for US Customs Office of Investigations in 1993. Ms. Paxton was recruited by US Customs for her expertise in finance. She worked white-collar fraud, money laundering, and narcotics cases. She also was responsible for the district’s undercover operations and financial reporting of these operations. Kelly worked as a contract investigator doing over 1000 security background investigations for the Office of Personnel Management and Department of Homeland Security.

Kelly has worked in the public and private sector. Her investigations include embezzlement, conflict of interest, intellectual property, Open Source Intelligence, and fraud. Kelly is also the proud owner of, a passion of hers about embezzlers in the workplace.