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 : "AI-Powered Finance: A Practical Approach to Boosting Accuracy & Efficiency with AI" presented by Shawn Duffy, Practice Lead, Baleen Data, Geffen Mesher
- 6 :45 - 7:00 PM : Dessert & Networking Break
- 7 :00 - 8:00 PM: "Aligning on Workplace Benefits" presented by Nick Kralj, AIF, Vice President of Retirement Plan Services, HUB International
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 Smokin' Oak:
- Brisket
- Pulled Pork
- Mac and Cheese
- Potato Salad
- Bread, pickles & onions
- Beverages: Assorted soft beverages & bottled water
- Alternative food & drink options available for additional purchase on site.
“AI-Powered Finance: A Practical Approach to Boosting Accuracy & Efficiency with AI”
Presented by Shawn Duffy, Practice Lead, Baleen Data, Geffen Mesher
In today’s fast-paced financial landscape, artificial intelligence (AI) is transforming how organizations operate, allowing teams to streamline processes, improve accuracy, and gain a competitive edge. But what does AI actually look like in practice, and how can finance professionals start integrating AI into their daily work?
Join us for an engaging session where we’ll demystify AI and show you practical ways it can boost your organization’s efficiency. Whether you're just starting to explore AI or already familiar with it, this event will offer key insights and actionable strategies that you can implement right away.
Key Takeaways:
- What are the different “types” of AI? How can each “type” help your organization gain efficiency, accuracy, and increase our market competitiveness.
- What are 2-3 ways you can start implementing any of these “types” of AI today?
- Where can/should you start identifying needs, use cases, and ultimately, integrate AI into my business processes?
Who Should Attend? Finance professionals, business leaders, and decision-makers interested in leveraging AI to drive organizational success.
About Shawn Duffy, Practice Lead, Baleen Data, Geffen Mesher:
Starting at 19 years old, Shawn says he feels lucky to have discovered the “puzzles” he likes to solve at such a young age. Jump forward a “couple” of years, Shawn brings that experience to his clients as the Practice Lead of Baleen Data, Geffen Mesher’s branded division that helps organizations optimize their information assets. Prior to joining Geffen Mesher to start Baleen Data, he was a Partner and Data Practice Lead at a consulting firm in Beaverton, a National Data Leader for Hitachi Consulting, and has travelled extensively throughout North America helping clients of all sizes with their data and analytics.
Always close to the data, his passion is translating raw information into actionable insights. He also teaches at Portland State University in the Graduate School of Business where he teaches a course in Data Storytelling and acts as a Graduate Thesis Advisor to Applied Data Science for Business graduate students. He has also developed data and analytics coursework for the Undergraduate level that is taught by other instructors.
"Aligning on Workplace Benefits"
Presented by Nick Kralj, AIF, Vice President of Retirement Plan Services, HUB International
In this presentation, we will explore how employers can overcome the challenges of managing, attracting, and retaining employees by creating compelling, well-balanced compensation and benefit programs. Learn how to develop a benefits strategy that not only appeals to current employees but also positions your organization as an employer of choice.
Key Takeaways:
- Understanding the state of todays employees
- Helping employers with the challenges of managing, attracting and retaining employees
- Aligning compensation, benefits, and incentives based on todays employee
Who Should Attend? HR professionals, business leaders, and managers responsible for employee compensation and benefits programs.
About Nick Kralj:
Nick has been working in the retirement plans space since 2001 and has been the Vice President of RPW Services for since 2007. Nick is a licensed Investment Advisory Representative (IAR) and carries his series 6, 63, and 65 securities licenses. Additionally, Nick holds state life insurance licenses. He is also a designated Accredited Investment Fiduciary (AIF). This designation ensures strong stewardship of and commitment to fiduciary best practices within the industry. Nick has a passion for learning and teaching, and brings that to plan sponsors and participants. He has worked closely with many leading providers in the retirement space and has experience matching employer specific needs and desires to market knowledge and trends. Nick and his family are avid baseball fans. He is involved in and supports Camas Little League and Seton Catholic High School baseball.
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.