Forging Ahead: COVID-19 Finance & Management Strategies (2 hours - morning) 1 Tech & 1 [NT] – NEW! – Webcast

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Nov 18, 2020

Registration: 7:15 AM / Program: 8:00 AM - 10:10 AM Pacific Time

Fees

Member Fee: $59.00
Nonmember Fee: $79.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -29.00

Description

2020 OSCPA Business & Industry Miniseries:
Now What? Surviving and Thriving in the Age of Coronavirus

COVID-19 has shocked the world and most likely your business. How do you pivot to ensure your business comes out of this pandemic on top? Learn how to thrive in the age of Coronavirus with this 4-part all-virtual miniseries, held September through December!

All-virtual via livestream webcast: To ensure everyone’s safety during the COVID-19 pandemic, the 2020 Business & Industry Miniseries will be held via livestream webcast using the Adobe Connect platform. You’ll be able to view, listen, and even take part in Q&A with instructors in real time.

Register for 3 or more sessions and save $10 per course.At checkout, enter promo code: B&I$10.  

December 11, 2020 – The Future is Here: Optimizing the Virtual Office Miniseries 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.

Objectives

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

Major Subjects

  • Loan environment from the banker's perspective including PPP update
    Details coming soon!
  • Supply Chain in a Post COVID-19 World
    Rick Pay, The R Pay Company LLC
    COVID-19 has put immense pressure on supply chains in all types of companies both globally and locally. Many companies cannot get the materials or services they need and some are failing to beat the competition. The supply chain from supplier to customer is changing in ways we would have never predicted. In this presentation you will learn: the four key supply chain issues to consider in dealing with a post COVID-19 world; how to improve profitability and cash flow starting tomorrow; what you as a CFO can do to help; why external actions are critical to success, and how to mitigate risk.

Leaders

Joe Connors

Joe Connors is Vice President and Commercial Relationship Banking Officer at Columbia Bank. 

A former CPA, his in depth knowledge and experience in Finance, Accounting and Banking proves an extremely valuable asset to his clients. Joe has established himself as a banking leader in a number of industries, including Manufacturing, Distribution, Construction and Professional Services. Joe invested the first 20 years of his professional career in public accounting and private industry accounting. The last 15 years have been in commercial banking. 

In addition, Joe writes and speaks on the subjects of access to capital and the importance of avoiding too much emphasis on the Income Statement to the exclusion of the Balance Sheet. 

Joe is a graduate of Assumption College in Worcester, MA where he earned his BA in Accounting and subsequently earned his MBA from Babson College in Wellesley, MA. 

Active in nonprofits, he serves on the Boards of St. Andrew Legal Clinic, VertueLab (formerly known as Oregon BEST), and the Construction Financial Management Association - Portland Chapter. He is an active member of Vistage and a Founding member of the Portland Chapter of the Financial Executives Networking Group.

Jason Ogg

As a Relationship Manager, Jason works with closely held and family businesses as a trusted partner and advisor to provide sound banking solutions. He works hard to solve clients’ needs and concerns and is committed to providing rapid responses while delivering exceptional service. Jason believes that in order to keep clients, you need to deliver on your promises, fulfill your commitments and continually invest in the quality of your relationships.

Jason grew up in a suburb North of Seattle, WA and began his banking career in 1995 at a regional bank in Seattle where he held various positions in consumer retail banking. After graduating from Oregon State University in 2000 with an undergraduate degree in Business Administration, Jason relocated to Jacksonville, Florida where he held a position in business banking, serving the southeast region. After five years of enjoying the sun and improving his golf handicap, Jason and his wife returned to the Pacific Northwest to be closer to family and pursue new opportunities.

In 2005, Jason became part of the initial team to join The Commerce Bank of Oregon. His role focuses on relationship building, credit quality, financial management, financial analysis and underwriting, and treasury management. Jason works closely with family owned businesses providing them with financial solutions that are tailored to their business needs. Since 2018, he has been a member of the management team responsible for sales management.

Jason is on the membership committee for Pacific Northwest Defense Coalition.

A typical Saturday for Jason includes AM cartoons with his three sons, followed by an array of sporting activities throughout the day, and finally, perhaps, getting away for dinner and a glass of wine with his wife in the evening.

Rick Pay

Rick Pay’s clients have dubbed him the “Sherlock Holmes of Operations and Supply Chain Management.” He specializes in super-charging his clients’ operations and supply chain performance. Rick has over 40 years’ experience with operations improvement, World Class Manufacturing and Lean, both as a consultant and as VP, Operations for a manufacturing company. 

Rick has published two books, 1 + 1 = 100, Achieving Breakthrough Results Through Partnerships and Moving Into The Express Lane, How To Rapidly Increase the Value Of Your Business. His articles have been published by Industry Week, Supply Chain World, Global Supply Chain and CEO Refresher, among others. Industry publications routinely quote and interview Rick, including Forbes, the National Foundation of Independent Business, Oregon Business and The Electrical Distributor Magazine. 

Rick has both a BS and MBA and has attended executive programs at MIT and Stanford.