Portland September 2017 PD & Chapter Meeting

Portland_color-(1).jpg

PD Session sponsored by Grant Thornton: “Transformational CFO: Planning for Change”
1.0 CPE Credit in Finance
5:00 - 6:00 PM 

About the Speaker:
Chris Stephenson is an Advisory Services principal in the Pacific Northwest who specializes in delivering finance transformation, cost and performance management, finance operations and shared service design. He is also the leader of the firm’s Financial Management service. Chris brings 18 years of advisory experience along with having co-founded a boutique consulting firm, which was acquired by Grant Thornton in 2016. Chris began his career with a Big4 accounting firm. His focus has been blending financial systems and processes within large programs ranging from post-merger integration to business intelligence solutions. Chris is a member of the Bellevue Chamber of Commerce Board of Directors. Chris is also actively involved in the Humane Society organization.  Chris has a BA degree in Economics & Accounting from the College of the Holy Cross, Worcester, MA.
 
Key Take-aways:
  • Review the current state of the CFO
  • Analyze results of Grant Thornton’s 2017 CFO Survey
  • Look toward the future: Research Study Launch

Dinner Meeting: “A CEO’s perspective on healthcare reforms and the impact it may have on management teams, employees and the bottom line”
​1.0 CPE Credit in Personal Development
7:00-8:00 PM

About the Speaker:
Formerly, John W. Morgan was the Chief Executive Officer for Avamere Health Services, a Portland OR based family of independent companies providing integrated senior care in the Pacific Northwest, Colorado and Idaho.
 
Before joining Avamere in 2012, John served as the President of Cambia Health Solutions’ Direct Health Solutions division (Parent company of Regence Blue Cross Blue Shield), overseeing the growth and development of the company’s portfolio of health services and healthcare IT companies and was responsible for Cambia’s corporate and business development function.
 
John previously led some of the most innovative and well-known companies in the biotech and medical device industries. Most notably, he served as President, Mid-America Region of Baxter International, Inc.: President, Regent Medical Products Group Limited; CEO, Epitope, Inc.; President and CEO, Curon Medical, Inc.; and CEO of HemCon Medical Technologies, Inc.
 
John serves on the board of directors of Cambia Health Solutions, the Oregon Health Care Association and the Oregon Business Council. He is the outgoing chairperson of the Oregon Innovation Council which directs investments in support of innovation and job creation in the state of Oregon. John also serves on the American Health Associations’ Council for Post-Acute Care. He is a graduate of the University of Arizona where he received his degree in Economics and Public Administration.
 
Key Take-aways:
  • What does reform really mean and what teams should be considering?
  • Impact reform will have on employees and the ability to attract and retain talent
  • What expectations should you be setting with your employees around the changing landscape of healthcare?
  • What will it all cost?

Speakers

Chris Stephenson

Principal, Advisory Services
Grant Thornton

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Personal Development, Non-technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.