IMA PDX February CPE Dinner "Get A Grip"

When:  Feb 20, 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!


  • 5 :00 - 5:45 PM : Drinks, Dinner & Networking
  • 5 :45 - 6:45 PM : "Get a Grip on Your Business – Six Keys to Getting What You Want from Your Business" presented by Jim Kinnier, Professional EOS Implementer at EOS Worldwide
  • 6 :45 - 7:00 PM : Dessert & Networking Break
  • 7 :00 - 8:00 PM: "The Upstream Model" presented by Kody Wilde, Regional Development Officer, Northwestern Mutual & Justin Stoddart, CEO, ProInsight

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:

  • Blackened Salmon
  • Flank Steak
  • Quinoa Pilaf
  • Roasted Red Potatoes
  • Arugula Salad
  • Bread Basket
  • Flourless chocolate torte
  • assorted bottled beverages

“Get a Grip on Your Business – Six Keys to Getting What You Want from Your Business”

Presented by Jim Kinnier, Professional EOS Implementer® at EOS Worldwide

This presentation covers the six key areas that are at the core of the Entrepreneurial Operating System (EOS).

The Entrepreneurial Operating System (EOS) is a set of simple concepts and practical tools used by more than 200,000 companies around the world to clarify, simplify, and achieve their vision.

It is a complete, proven system with simple, practical tools to help you do 3 things we call vision, traction, healthy.

  • Vision, from the standpoint of first getting your leaders 100% on the same page with where your organization is going and how it is going to get there.
  • Traction, from the standpoint of helping your leaders to become more disciplined and accountable, executing really well to achieve every part of your vision.
  • Healthy, meaning helping your leaders to become a healthy, functional, cohesive leadership team because unfortunately, leaders often don’t function well as a team.

Simply put, the Entrepreneurial Operating System is an integrated set of concepts and tools that help entrepreneurs to get the most out of their companies. Supported by an easy-to-understand framework powerfully depicted in founder Gino Wickman’s bestselling book, Traction, EOS optimizes human energy within an organization so that everyone – from owners to employees – is working productively on the most important priorities. The system consists of Six Key Components™ – People, Vision, Data, Issues, Process and Traction®– each of which includes a handful of straightforward tools to promote mastery. Full implementation within an organization typically takes two years following a rigorous and proven process.

About Jim Kinnier:

Professional EOS Implementer, Evangelist for the EOS System, His Passion = Help Entrepreneurial Companies Thrive and Grow.

Jim is an encourager, helper and entrepreneur at his core, but it took him a long time to figure that out. Jim has 30+ years in Sales, Marketing & Operations leadership roles in companies from $100B enterprise to mid-market to SMB to running his own business. Nine years ago, Jim took over a struggling IT services company and doubled revenue in two years but realized that growth creates its own set of challenges for leadership teams. Jim then decided to start his own sales consulting business and has worked with over fifty clients in long-term engagements helping them grow. Jim was on the client side of three EOS implementations and got to witness firsthand how the EOS Tools helped his clients’ leadership team solve their biggest frustrations and get a grip on their business. He was hooked and became an EOS implementer. Jim has worked with more than 50 business leaders and their teams, helping them to proactively break through challenges and deliver business transformations. Jim currently helps clients in the Pacific Northwest.

“The Upstream Model”

Presented by Kody Wilde, Regional Development Officer , Northwestern Mutual and Justin Stoddart, CEO , ProInsight

The Upstream Model - expanding a referral-based business beyond one’s personal network to include introductions from other professionals; An alternative lead source for when your cold-market sources don’t convert well and warm market sources don’t scale well.

About Kody Wilde:

Kody Wilde has 24 years in the financial services industry and knows firsthand that in the world of financial planning, one size does not fit all. He has worked for US Bank, Zions Bank, Morgan Stanley and currently works with Northwestern Mutual as the Regional Development Officer for Oregon and SW Washington.

Outside of work, Kody has coached almost all the kid sports there is as his 6 kids have grown up. Now he is cheering them on as they move into adulthood. He enjoys hiking, backpacking, camping, fishing, and spending time with his family. As of last year, he now also carries the title of Grandpa. There’s never a dull moment with the Wildes!

About Justin Stoddart:

Justin Stoddart is a former land developer and luxury homebuilder who in the process uncovered and simplified a model of helping professionals create a steady flow of their ideal clients through referrals from other professionals.

He authored a best-selling book on this topic, which is called The Upstream Model. He's also the Host of a top 1% podcast, Think Bigger Real Estate.

He is now the CEO of ProInsight, which is a nationwide digital platform that supports top-producing professionals across a dozen industries. The mission of ProInsight is to elevate the influence of their members, helping them to more easily acquire and better serve their ideal clients.

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.


Oregon State Bar
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