Accounting & Finance Professionals May CPE Opportunity

When:  May 21, 2024 from 05:00 PM to 08:00 PM (PT)
Associated with  Portland Chapter

Join the IMA Portland Chapter for an evening centered around the hot topics in the business & finance world!

Agenda:

  • 5 :00 - 5:45 PM : Drinks, Dinner & Networking
  • 5 :45 - 6:45 PM : "The Working Genius Model" presented by Phil Odella, Entrepreneurial Business Executive, Inspired Results, Inc.
  • 6 :45 - 7:00 PM : Dessert & Networking Break
  • 7 :00 - 8:00 PM: "7 Things Every Executive Must Do To Protect Themselves Online" presented by Daaniël van Siereveld, CEO- Issue53, Cyber Security Compliance Leader, Fractional CTO/CISO, and #1 Best Selling Author

These presentations will be worth 1 CPE per presentation for a total of two(2) CPE credits for the evening for our local CMAs, Certified Management Accountants. CPE, relevant topics, wonderful company, networking and delicious food - what more could you ask for on a Tuesday?

Evening's dinner menu provided by Kam and Kam catering:

  • Chicken Parmesan
  • Beef Burgundy
  • Mashed Potatoes
  • Spinach Salad
  • Fresh Grilled Vegetable Platter
  • Bread Basket with butter
  • Carrot cake

“7 Things Every Executive Must Do To Protect Themselves Online”

Presented by Daaniël van Siereveld, CEO- Issue53, Cyber Security Compliance Leader, Fractional CTO/CISO, and #1 Best Selling Author

Simple steps you can take to protect your identity, your family, and your reputation -

• Know how to recognize a phish

• How to protect your passwords

• Keeping your M365 account safe

• Avoiding smishing

• Avoiding multifactor authentication bypass

• Protecting personal information

• Knowing if you’ve been hacked

About Daaniël van Siereveld:

Daaniël van Siereveld is the CEO of Issue53, a managed security services provider helping businesses manage their IT needs so they can focus on their core functions. A heavy focus on cybersecurity and compliance – as well as a background in banking – puts Issue53 in a great position to help businesses improve their cybersecurity and regulatory posture and get them back online in the event of a hack. Issue53 uses AI penetration testing techniques (hacking) to find vulnerabilities for their clients before a compromise occurs.

Daaniël began his training in networking and cyber security early, begging his parents for a 16-port switch for this 16 th birthday so that he could host elaborate gaming events. While still in high school his teachers recognized his aptitude for technology and he was invited to Cisco Network Academy for 2 years of college level training. After receiving his Bachelors in Information Technology, Daaniël worked in IT for multiple sectors including finance, agriculture, telecommunications, and education. His last job was as the VP of IT Operations at a start-up in the digital-custody banking space. Complications with funding shut down the project, but with the experience he gained from working in multiple sectors over the years, Daaniël knew he was ready to start his own company with an emphasis on security, regulation, and compliance.

Daaniël is an experienced business leader that is passionate about delivering value through innovation, cross functional integration, operational and financial excellence. He loves to share his learnings with others as evidenced by his articles in Yahoo Finance, Business Insider, keynotes, and his contributions to the #1 Amazon best-selling book in three categories, “From Exposed to Secure: The Cost of Cybersecurity and Compliance Inaction and the Best Way to Keep Your Company Safe”. He looks forward to sharing practical advice with local executives on how they can protect their own environments.

“Embrace Areas Of Passion For You And Your Teams With The Working Genius Model”

Presented by Phil Odella, Entrepreneurial Business Executive, Inspired Results, Inc.

 Learn the basics of the Working Genius model developed by Patrick Lencioni, the author of "The Five Dysfunctions of a Team" , "The Advantage" and numerous other highly impactful business books.

 This model will help you understand the 6 basics steps of any activity, where you get joy and energy and where you get frustrated along the path. Applying this knowledge to a team will allow for the identification of how to work through a process most effectively, how to enable each team member to participate in ways that lift them and provide the most impact.

 We will also discover common pitfalls and ways that unknowingly add frustration and challenge to ourselves and others. Feel free to investigate or take the survey in advance at https://www.workinggenius.com/

About Phil Odella:

Experienced business leader passionate about delivering value through innovation, cross functional integration, operational and financial excellence.

Phil is the Co-owner and President of Inspired Results, Inc. a sustainable print, packaging and promotion firm based in Portland, OR. Phil and his business partner founded the business through the acquisition of 3 companies in 2015 and subsequent business transactions, integration, and transformation. He has previously served in COO, CFO, merger & acquisition, operations, and technology leadership roles across various industries. These roles were with both small companies and large enterprises that included 8 years of international assignments in 3 different counties. Phil has a passion for invention and looking at the big picture to find solutions and approaches that may not otherwise be obvious. He has a continuous improvement mindset that he applies to all aspects of his life, informed by his professional training as a project manager and a Lean 6 Sigma Black Belt. He frames this as his purpose: "To lead people and organizations to see and action in ways that they had not yet imagined so that they can accomplish what they have imagined."

Disclaimers -

Photography: By registering for this event, you agree and acknowledge that IMA® (Institute of Management Accountants) along with its partners, subcontractors, or affiliates plan to take photographs at the IMA Chapter/Council Event Name for reproduction in educational, news, or promotional material, whether in print, electronic, or other media including IMA and IMA’s affiliate partner websites. By participating in the IMA Chapter/Council Event Name, you grant IMA and any of its designated subcontractors, partners, or affiliates the right to your name and image (both photographs) for such purposes.

Liability Waiver: By registering for this event, you agree and acknowledge that you are undertaking participation in IMA® (Institute of Management Accountants) events and activities as your own free and intentional act, and you are fully aware that possible physical injury might occur to you as a result of your participation in these events. You give this acknowledgement freely and knowingly and that you are able to participate in IMA events, and you do hereby assume responsibility for your own well being.

Location

The Crown Room
205 NW 4th Ave
Portland, OR 97209
Register Now

Contact

IMA Board

ima.pdx@gmail.com