Make Your Banker Happy & Strategic Financial Leadership - #IMAPDX February 2020 CPE Dinner

When:  Feb 18, 2020 from 5:00 PM to 8:00 PM (PT)
Associated with  Portland Chapter

We are back at it this month with two fantastic CPE presentations lined up! The evening will start with Gary Furr, CEO of Gary Furr, LLC, exploring one of the crucial keys to helping your business succeed - making your banker happy. To top off the evening, Nicole Thibodeau, President of NThandco Management Consultants, will be joining us to talk about her 30+ years on the road in Strategic Financial Leadership. Join the IMA Portland Chapter at our February CPE Dinner Networking event at Ernesto's in Portland, OR. 

Agenda:

5:00 PM Dinner & Networking

5:45 PM "Make Your Banker Happy" presented by Gary Furr, MBA, Organizational Development Consultant, CEO, Gary Furr, LLC.

6:45 PM Dessert & Networking

7:00 PM "Strategic Financial Leadership (SFL®) – Lessons from 30 Years in the Field" presented by Nicole Thibodeau, PhD, CPA, Nthandco Management Consultants President, Willamette University Associate Professor of Accounting Practice

Menu: Tuscany Buffet

  • Bruschetta appetizer
  • Greek Salad & Focaccia Bread
  • Penne Pasta Bar with choice of marinara, meat sauce or alfredo
  • Sauteed Vegetables
  • Gardena Lasagna
  • Chicken Marsala
  • Eggplant Parmesean
  • Dessert: Tiramisu

"Make Your Banker Happy" presented by Gary Furr, MBA, Organizational Development Consultant, CEO, Gary Furr, LLC.

The various aspects of your business are like links in a chain, and your banker serves as one of those links. Because any chain is only as strong as its weakest link, it’s vital to develop an excellent working relationship with your banker, even to the point where your banker is a trusted advisor. In this book, a leading consultant who helps his clients generate dramatic results you will show you the keys to unlocking a good relationship with your banker.  

About GARY FURR, MBA, CEO of Gary Furr, LLC - Gary Furr is an Internationally sought after Organizational Development consultant with an MBA in Organizational Development and over 40-years of C-Level business experience, leading organizations from start-up to $50 million in size helping clients achieve greater success and take their businesses to a new level by increasing top-line revenue and bottom-line profit while enhancing valuation, liquidity, and equity. He has the capacity to work on all aspects of the business to make the business run more effectively and efficiently. Gary has performed consulting work in the United States, Japan, China, Russia, Thailand and the EU. 

"Strategic Financial Leadership (SFL®) – Lessons from 30 Years in the Field" presented by Nicole Thibodeau, PhD, CPA, Nthandco Management Consultants President, Willamette University Associate Professor of Accounting Practice

Every truly successful business has at least these three elements: Strong leaders, strong talent, and strong financials. True leaders recognize this, they do not drive solely by numbers. They know the story behind the numbers and how to make numbers tell a story. They make decisions in the present for the future. Finally, strong business leaders understand that every business requires strong leadership and coordinated action.

While accounting and financial management are key to organization success and while owners and producers of financial information are privy to most important detailed data, it does not necessarily follow that data confers decision power, influence or leadership. Furthermore, accounting and financial management may comprise some the most stressful jobs, particularly as an individual in management and leadership positions, and, particularly when those positions do not confer commensurate authority.

In this interactive talk, Nicole will present what she calls Strategic Financial Leadership (SFL®), the combination of leadership that leverages Financial Intelligence (FI), Business Intelligence and Emotional Intelligence (EI) based on 30 years of working for and with financial and non-financial professionals, business leaders and owners in public accounting, education and business advisory. Many of the lessons have come with persistence and hard work, while many of the important ones have come through less effort and more pause, and all of  them working with, listening to and observing people. To be sure, this is a work in progress. Learn:

  1. Tips and Tricks from the Road: Ways to grow as leader and continuously leverage and improve the triad of leverages Financial Intelligence (FI), Business Intelligence and Emotional Intelligence (EI).
  2. Assessing Performance: How to define a broader set of metrics to evaluate your own progress; it’s more than numbers or successful results.
  3. Hard Learned Lessons: How to avoid some of the bigger common mistakes and how to adopt some of the most important traits of effective leaders.

About NICOLE THIBODEAU, PhD, CPA, President of NThandco Management Consultants - A corporate financial expert, advisor, educator, and speaker, Nicole has 30 years of experience making numbers sing, dance, and rock. Throughout her career, she has partnered with growth-minded individuals to leverage talent, financial language, and strategies for exponential growth and success. Her experience spans industries, borders, audiences, and coasts. She has mentored and inspired success in individuals from various leading public and private sector companies and organizations in Eastern Canada and the Pacific NW. 

Through her consulting practice, Nthandco Management Consultants, Nicole partners with elite growth-minded business owners, executives, managers, and professionals to drive business and personal growth as well as wealth through strategic financial leadership (SFL®). Using real costs, strategic pricing, and investing, she helps put owners, executives, and financial teams in the driver’s seat. 

As Associate Professor of Accounting Practice at Willamette University, Nicole works with MBA students to leverage their talents to become confident, fast- acting decision-makers and leaders across all types of organizations. Since 1988, Nicole has taught various audiences including corporate executives, corporate counsels, finance and accounting professionals, government leaders, and HR professionals. Her most recent project involves partnering with the not-for-profit and philanthropic communities through a graduate philanthropic impact investment and leadership course using real dollars, a first of its kind in North America. 

Nicole obtained her BBA in 1988 from Laval University, her CPA in 1990, and her PhD in 2003 from the University of Pittsburgh. She is treasurer and partner of Social Venture Partners (SVP) Portland as well as past president of the Institute of Management Accountants (IMA) Portland. Nicole is passionate about all things financial, particularly enjoys working with people, and thrives on business and physical challenges. In her spare time, you can find her pushing her limits in circus aerials, rafting, Bikram yoga, and out in the open, cycling and motorcycling.

 

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

Ernesto's
8544 SW Apple Way
Portland, OR 970225