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: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


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!

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