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Portland CFO Invitational

October 2, 2019 | The Porter Portland

October 2, 2019
The Porter Portland

Collaborate with your peers

Get together with your peers to tackle top business challenges through peer-driven content and discussions at the Portland CFO Invitational.

Join your peers to discuss the most critical issues impacting CFOs today:

Preparing and responding strategically under the threat of recession

Creating a data-centric organization

The seamless integration of digital capabilities and business operations

Portland CFO Governing Body

The Governing Body Co-Chairs shape the summit agenda, ensuring that all content is driven by CFOs, for CFOs.


Valerie Colgrove

AAA Oregon-Idaho

Joyce Purdy


Peter Skrbek

Deschutes Brewery


October 2, 2019

5:45pm - 6:30pm  Registration & Opening Reception

6:30pm - 9:00pm  Dinner & Roundtable Discussion

The Need for Speed – The Agile CFO

Joyce Boss headshot

Joyce Boss


Lytics, Inc.

Mike Petitt headshot

Mike Petitt


United States Bakery

Joyce Purdy headshot

Joyce Purdy



Gretchen Reed headshot

Gretchen Reed


Oregon Episcopal School

Edgar Rodriguez headshot

Edgar Rodriguez

CHQ Treasurer

Emerald Performance Materials

Peter Skrbek headshot

Peter Skrbek


Deschutes Brewery

Sandra McDonough headshot

Sandra McDonough

President and CEO

Oregon Business & Industry

Fueled by technology, increasing competition and a shrinking global marketplace, the pace of change means organizations must evolve rapidly and assuredly to maintain and defend their edge. Therefore, the agile CFO, who can make snap decisions in the heat of the moment and who foresees pitfalls before they happen, will be the successful CFO.

Join this peer-driven roundtable to explore:

  • Creating a strategic roadmap to quickly drive business transformation
  • Developing an attractive culture to obtain and retain top talent
  • Harnessing the power of emerging technologies for efficiency and effectiveness gains


Your Community Partners

Founding Sponsor


The CFO Invitationals are regional events exclusively for senior finance executives. These powerful gatherings offer a trusted platform to strengthen existing relationships and establish new partnerships with a targeted group of leading CFOs. Each Invitational is custom developed by the Governing Body to offer compelling content as well as ample, unparalleled networking.

Participants in the CFO Invitational can earn up to 2 CPE Credits.

Refund Policy
Due to this program being offered free of charge, there will be no refunds issued.

Evanta 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 final authority on the acceptance of individual courses for CPE credit. Concerns regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417: www.nasba.org

Portland CFO Program Manager

For inquiries related to this event, please reach out to your dedicated program contact.

Natasha Stevens

Former Client Services Associate