Institute of Management Accountants- Portland Chapter

05/12/2026

If you're in finance, you’ve probably seen this firsthand:
• Cash flow pressure
• Leadership lacking clarity
• Tax planning happening too late
• Owners making decisions without full visibility

This is exactly what we’re tackling on May 19.

Learn 5 Ways Finance Can Help Owners Manage Today and Prepare for Tomorrow

Presented by leadership from Aldrich Wealth, Nicole Rice & Carrie Sowders

👉 Register now before seats fill

Join the IMA Portland Chapter in Portland for our September CPE Dinner presentations!

05/05/2026

ESG is evolving fast… but is it here to stay?

Join the IMA Portland Chapter on May 19 for an evening of insight, strategy, and connection.

🎯 Earn 2 CPE credits
🍽 Dinner + networking included

Featuring:
• Dr. Brigitte de Graaff on The Future of ESG
• Experts Nicole Rice and Carrie Sowders from Aldrich CPAs + Advisors on 5 Ways Finance Can Help Owners Manage Today and Prepare for Tomorrow

👉 Save your seat now https://www.eventbrite.com/e/ima-pdx-cpe-dinner-2-cpe-credits-esgs-future-finance-for-owners-tickets-1987660008592?aff=oddtdtcreator&keep_tld=true

04/17/2026

🚨 Applications are OPEN! Apply by April 30th.

The IMA Portland Chapter is now accepting applications for local volunteers to help our local community of accounting and finance professionals continue to thrive! In addition to the updated board structure, there are a number of flexible volunteer roles available.
✨ Collaborate with professionals worldwide
✨ Build leadership and strategy skills
✨ Influence the future of IMA chapters & volunteer programs

Whether you're looking to grow your career or make a meaningful impact, this is a powerful opportunity to step up and get involved.

📌 Chapter Board: https://www.imanet.org/en/Career-Resources/Volunteering-with-IMA/Chapters

📌 Flexible Roles: https://chapvol.secure-platform.com/a/organizations/main/home

03/04/2026

Fraud Prevention Shouldn’t Live in a Binder.

Fraud prevention isn’t just an internal control checklist — it’s a business process.

Join the IMA Portland Chapter on March 17th for an evening of professional development, networking, and practical insights into:

✔ Making fraud prevention part of daily operations
✔ Building ethical cultures that reduce risk
✔ Protecting long-term organizational value
🎓 Earn 2 ETHICS CPE credits
🍽 Dinner included
🤝 Network with local finance & accounting leaders

Your local IMA Portland Chapter is flying in nationally recognized fraud expert Dan Ramey, President & Founder of Houston Financial Forensics. If you're a CMA, CPA, internal auditor, or finance leader — this is one of the most exclusive, practical sessions you'll attend this year.

👉 Register here:

Join the IMA Portland Chapter for an evening centered around the hot topics in the business & finance world!

02/17/2026

Today is the day! We have well over 50 registered for tonight's amazing CPE dinner experience - stay tuned for photos!

Join the IMA Portland Chapter at FOGO for a delicious dinner experience and 2 CPE-worthy presentations!

02/12/2026

✨ "Skills For Serving On A Nonprofit Board and Why CMAs & CPAs Are Sought After For Service"

🎤 Speaker Spotlight: Bill Mancuso, CPA
Manager – Sales, Your Part-Time Controller, LLC

Financial professionals play a critical role in nonprofit governance—and Bill has spent 35+ years helping organizations thrive in both for-profit and nonprofit environments.

In “Skills for Serving on a Nonprofit Board and Why CMAs & CPAs Are Sought After,” Bill will cover:

• Why finance professionals are in high demand on boards
• Core financial responsibilities of board members
• Key questions to assess nonprofit financial health

If you're interested in the nonprofit sector or board service is something you’ve considered—or already do—this session is invaluable.

📅 Upskill your expertise on February 17
🎟️ Register here: https://www.eventbrite.com/e/financing-business-growth-skills-for-serving-on-a-nonprofit-board-tickets-1980606796244

Join the IMA Portland Chapter at FOGO for a delicious dinner experience and 2 CPE-worthy presentations!

02/12/2026

✨ "Financing Business Growth - Feasibility & Overcoming Hurdles"

🎤 Speaker Spotlight: Steve Watts, Senior Vice President, Summit Bank, IMA Portland Chapter Annual Sponsor

With 30+ years of commercial banking experience, Steve brings a lender’s perspective that every growing business should understand.

In his session, you’ll learn:

• What financing options are available today
• How to position a company to be fundable
• Common growth hurdles that derail expansion plans

📅 See Steve present on February 17
🎟️ Register: https://www.eventbrite.com/e/financing-business-growth-skills-for-serving-on-a-nonprofit-board-tickets-1980606796244

Join the IMA Portland Chapter at FOGO for a delicious dinner experience and 2 CPE-worthy presentations!

02/10/2026

⏰ One week away!

On February 17, join the IMA Portland Chapter for: ✔️ 2 CPE credits

✔️ Practical finance & leadership insights
✔️ Networking with local professionals
✔️ An incredible dinner at Fogo de Chão

Seats are filling, and this is an in-person event—don’t wait until the last minute.
👉 Register today: https://www.eventbrite.com/e/financing-business-growth-skills-for-serving-on-a-nonprofit-board-tickets-1980606796244

Join the IMA Portland Chapter at FOGO for a delicious dinner experience and 2 CPE-worthy presentations!

01/22/2026

📅 Mark your calendar and REGISTER(because this will sell out!)

February 17 | Portland, OR
📍 Fogo de Chão | 5:00–8:00 PM

Join the IMA Portland Chapter for an evening that brings together:
✔️ Real-world finance insights
✔️ Board-level leadership skills
✔️ 2 CPE credits
✔️ Exceptional food & networking

You’ll hear from two extraordinary professionals on:
✨ "Financing Business Growth - Feasibility & Overcoming Hurdles" presented by Steve Watts, Senior Vice President, Summit Bank, IMA Portland Chapter Annual Sponsor
✨ "Skills For Serving On A Nonprofit Board and Why CMAs & CPAs Are Sought After For Service" presented by Bill Mancuso, CPA, Manager-Sales, Your Part-Time Controller, LLC

🍽️ And yes—this all happens over a plated dinner and AYCE Brazilian-style fire-roasted meats. 🔥

Join the IMA Portland Chapter at FOGO for a delicious dinner experience and 2 CPE-worthy presentations!

11/19/2025

⭐ IMA PDX CPE dinners are one of a kind ⭐

Tonight's event featured two amazing presentations - both complimented one another so well!

VanderHouwen's Kristin McIntire, M.Ed presented on the current job market and what both job seekers and employers can do to equip themselves to stand out with today's technology and market demands.

Paul Menig of Business Accelerants presented on the importance of having a game plan for your career, life and business while providing our audience with tools to create a successful, measurable strategy for our game plan.

We also brought in a special treat by offering complimentary professional headshots by Valley Dreams Photography to all 55 attendees in the spirit of keeping our online presence up to date with a quality headshot.

A special shout-out to our annual sponsors, Paul Quandt, CIC, CFPS, CLCS with HUB International and Steve Watts with Summit Bank, for their support in our serving the local accounting and finance community, and our board of volunteers who dedicate time from their own lives to help serve our community: Alisha Sanchez, CMA, Ashley Loflin, Daniel Tye, David Fischer, Maria Leonard, Matthew Marglin, CMA, Mike Williams, Patrick Mok, CPA, CMA

Looking forward to next month's event for our holiday social on 12/16! Stay tuned for details and registration 🍷

10/08/2025

Spots are filling fast on this one & time to secure early bird pricing is running out!

Don't miss this opportunity to gain future-focused insights on the latest tax shakeup and business risks to consider as you gear up for 2026.

📌 Agenda Highlights:

OBBBA Tax Shake-Up — Kurt Muramatsu, CPA & Andrea Potter, Geffen Mesher

Top 10 Risks Oregon Businesses Could Face in 2026 — Paul Quandt, CIC, CFPS, CLCS, HUB International

🎓 Earn 2 CPE credits while staying ahead of critical changes shaping business and finance.

🍽 A delicious feast catered by Kam & Kam

🤝 Networking with some of the best local accounting and finance professionals

🎟 Early registration encouraged! Reserve your spot today.
https://www.eventbrite.com/e/obbba-tax-shake-up-top-10-risks-oregon-businesses-could-face-tickets-1738283535849