Stay Tune for Details of Event: Honest People Steal(ETHICS CPE!) & Financing Development Costs - #IM

When:  Mar 17, 2020 from 5:00 PM to 8:00 PM (PT)
Associated with  Portland Chapter

For March, the IMA Portland Chapter is welcoming back the pink collar crime expert, Kelly Paxton - This time she's bringing us her findings not on the hardened criminals we picture behind fraudulent activity but on honest people stealing! Along with this ethics presentation, we have the privilege of welcoming a long-time IMA member, Katie Inouye, CPA, who willl be presenting a technical topic on alternative options for financing development costs. You've seen the numerous cranes in the air around Portland and many new developments - just how does a company fund such a project?


Agenda:

5:00 PM Dinner & Networking

5:45 PM "Alternative Financing Options for Developing Business Real Estate" presented by Katie Inouye, CPA

6:45 PM Dessert & Networking

7:00 PM "Honest People Steal" presented by Kelly Paxton, CFE, Private Investigator, Pink Collar Crime


"Alternative Financing Options for Developing Business Real Estate" presented by Katie Inouye, CPA

Is your company interested in purchasing a new location or expanding your current one? Afraid it won’t qualify for traditional commercial loans or be able to raise the equity needed? This presentation will introduce you to several alternative financing options available to non-profit organizations and for-profit businesses alike. We will discuss SBA loans, grants, community benefit centered financing, and more.
Takeaways:

  • Understand who can apply for different alternative financing options
  • Learn to weigh alternative financing options against traditional loan and equity financing
  • Look at ways to account for some of the hidden costs of alternative financing

Katie is a Certified Public Accountant with expertise in development accounting, tax credit financing, and financial analysis. She has nearly 20 years of experience in accounting and business management and has worked as an auditor and tax preparer as well as accounting manager and financial controller for multiple small businesses. Katie has a Bachelors of Science in Business Administration & Accounting from Eastern Oregon University and enjoys hiking, boating and spending time with her family in her free time.


"Honest People Steal" presented by Kelly Paxton, CFE, Private Investigator, Pink Collar Crime

You hire good people and you pay them good wages. Why would they steal? Human behavior is incredibly complex and we can never know all the motivations behind bad behavior. Most business owners don’t have a degree in psychology, sociology, or criminology. This presentation will have you looking at risk differently and change your ideas of how honest people behave and why they might steal from you.

  • Attend Honest People Steal and learn that:
  • Prevention is cheaper and much more important than recovering after the fact.
  • Optimism bias affects most successful business owners.
  • Businesses of all sizes and types are victims—you are not alone.
  • Money can be replaced but trust is much more difficult to regain.

Kelly Paxton, CFE, Licensed Private Investigator

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. Most recently she worked as an investigator for Nike. Her investigations include embezzlement, conflict of interest, intellectual property, Open Source Intelligence and fraud. Kelly is also the proud owner of pinkcollarcrime.com, a passion of hers about embezzlers in the workplace.



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

Rock Creek Country Club
5100 NW Neakahnie Ave.
Portland, OR 97229