Year End Planning

Staying Ahead of the Curve ….Year End Planning

Scott Belt

Scott Belt is the President and Founder of Impact CFO Services; a consulting firm providing Accounting & CFO-level services to businesses on a fractional, interim, or project basis and our focus is to help businesses grow to reach their full potential. Impact does this by helping business owners understand the numbers of where they are today so they can then project where they want their business go.

Impact then helps them find the resources needed to grow and then we analyze the growth opportunities and risks along the way. Some of the tools and services we use to accomplish these goals are: financial and operational modeling and analysis, strategic planning, financial projections, cash flow modeling, financial statement preparation and analysis, banking, CPA & investor relations, and expense reduction.  Our goal is to eliminate the noise so the business owners can focus on what is important to them; growing their business.

Scott is a Finance Executive with over 20 years of business experience with his primary focus in leadership, finance, operations, system design/integration, and efficiency. Has a proven ability to build strong teams while focusing on employee and client satisfaction and profitability? Energetic, self-motivated and resourceful individual that excels at problem solving and managing multiple projects, priorities and people.

Scott may be reached at and at








The EOS System

Connecting the Pieces -A Path to Growth

Sid Smith

Sid Smith is a Professional EOS® Implementer in Portland, Oregon. Sid works with the owners and leaders of entrepreneurial (10-250 employees) businesses to help them to get more of what they want from their business.

Sid discovered EOS after almost four decades helping business owners and leaders in a variety of capacities, but always within the framework of teacher-facilitator-coach. His undergraduate studies of math and computer science enabled Sid to step immediately into a consultative role, first with Sperry Univac, followed by Hewlett-Packard.

To more fully understand the emotional and psychological aspects of teams and organizations, Sid earned a Masters in Counseling/Psychology, emphasizing the organizational aspect of running a great business.

 On a personal note, Sid and his wife, Linda, love being on the water so much that they moved into a floating home on the Willamette River in 2015. They share the home with their three cats, the occasional otter, and when they’re not in school, their 5 grandchildren.

Sid can be reached at or from his website at







Market Strategy

Giving a Hand-up; Not a Hand-out

Dino Biaggi, MSM



 Dino was born and raised in Santa Cruz on the California coast just south of San Francisco. He holds a Bachelor’s degree in Biblical Studies and Psychology from Multnomah University. Dino also holds a Master’s Degree in Management from Warner Pacific University and his thesis was on Financial Literacy in Higher Education, and he also has a certificate in personal and family financial planning from the University of Florida.

He has worked in two financial aid offices, and was on the scholarship committee at Mt. Hood Community College in Gresham, Oregon.
Currently he is the Program Manager for Birch Community Services where he teaches personal finance classes, and oversees all of the education and advises and councils over 500 families in their personal economicsituations. As a former participant, Dino’s familiarity with BCS makeshim a perfect fit to oversee the education and mentoring programs.

He is married to Debra of 8 years and has since been blessed with a son, Luca and a daughter, Gianna, and he enjoys as many road trips with the family as he can.



Market Strategy

Developing a ‘Real’ Market Strategy vs Wasting ‘Real’ Money

Jerry Vieira, CMC, The QMP Group, Inc.


 Jerry Vieira is President & Founder of The QMP Group. a management consulting firm that helps small-to-midsize businesses discover and mine hidden opportunities for revenue acceleration, earnings growth and increased corporate valuation. He is the creator and architect of both the QMP Foundational Marketing™ Methodology and the QMP Marketing & Sales Engine™, and is considered an insightful, creative and energizing force in accelerating growth and transforming a client’s Marketing & Sales function.

Jerry’s expertise includes formulating Market Strategy, executing Marketing & Sales Organizational Transformations, accelerating the Adoption of Innovation, launching New Business Development initiatives, implementing Sales Process Disciplines & Skills improvements and cultivating a performance-driven Culture.

Jerry frequently publishes, speaks and delivers talks and workshops on market strategy, new business development, sales, and culture. He has been cited by other authors and published in Chief Executive Magazine, CEO Refresher, Industry Week, Business Marketing, Electronics Business, Elsevier Business Journal, IndUS Business Journal, the Association for Strategic Planning and other journals.

Jerry earned an M.B.A. from the University of Rhode Island and holds two Bachelors of Science degrees, one in Electrical Engineering and the other in Music. He has held management and executive positions in engineering, manufacturing, marketing and sales in both fortune 500 and pre-IPO firms.

On a personal note, Jerry is a musician and composer. A trumpet player since his second teeth grew in, he played his first nightclub solo gig at the age of 11. Now, he mostly plays the piano, composes and can typically be found at any keyboard in reach.

You can reach Jerry at and learn more at




Trademarks--The Purpose of Their Use

Emerging Technologies-Why the Hype?

Marc Hallquist, Management Consultant, Virtual Information Executives  (VIE)

Marc Hallquist is Practice Director for Virtual Information Executives (VIE). Marc serves as an interim CIO, strategic advisor, and management coach. He brings a proven approach to leverage IT in a way that enables efficiency while fostering innovation.

Prior to VIE, Marc served as CIO at Columbia Distributing. His career of over 30 years includes both management consulting and operational roles at Strategic Solutions NW, Willamette Industries, and Accenture.

Marc graduated from Oregon State University with a BS in Industrial Engineering – Manufacturing. He has served as a board member for SIM and is a graduate of the RLF program.

Marc can be reached at








Trademarks--The Purpose of Their Use

Where Are My Sales(People)?

John Lee, Managing Director, Sales Xceleration

John is the Managing Director and CEO of Stumptown Sales Success LLC, a sales consulting firm that provides its clients with a custom tailored sales strategy, an integrated sales process, and a proven tactical sales execution plan to focus business growth and success.


Prior to founding Stumptown, John spent 30 years leading sales and marketing teams ranging in size from 3 to over 40 people, with revenues from $1M to over $75M. He has led multiple companies included on The Fastest Growing Private or Technology lists (Portland Business Journal) for 18 years and on the INC 5000 for four years. John knows how to grow companies and is passionate about mentoring both sales teams and owners to obtain exceptional success.

John lives on a small farm in Boring, Oregon with his wife Terri. They have three grown daughters (twins Jamie & Julie and Ashleigh) and are proud that each are in small business operations. He graduated from Pt. Loma Nazarene University in Physics and did graduate work at the University of Rochester—Institute of Optics.

John can be reached at







Trademarks--The Purpose of Their Use

Effective Financial Management

Kris Peterson, Regional Partner, NowCFO

Kris Peterson joined NOW CFO in 2011 and is a Regional Partner in the Seattle, Portland, and San Francisco, offices. Kris has actively provided CFO and Controller for many public and private companies in manufacturing, technology and retail services. His expertise includes tax compliance, financial modeling and projections, cash flow management, raising capital, and accounting integrations.

Prior to joining NOW CFO, Kris spent many years as an audit manager with Grant Thornton where he worked on some of their most challenging engagements. Kris attended the University of Utah in Salt Lake City, Utah, and obtained a Bachelor and Masters of Science in Accounting. In his free time, Kris loves being outdoors and enjoys fishing, rafting, playing basketball and golf.

Kris can be reached at







Trademarks--The Purpose of Their Use

Trademarks-The Purpose of Their Use

Aaron Cronan, Attorney

Aaron Cronan is an attorney who practices law in Portland, OR.  Trademarks have been a main focus of Aaron’s law practice over the years.  He enjoys helping clients protect their business names or brand through trademark registration and protection.

In addition to trademarks, Aaron assists his clients with general business, entertainment, and copyright matters.

Aaron can be reached at







Fraud in the Workplace

Fraud in the Workplace

Tiffany R. Couch, CPA/CFF, CFE

Tiffany Couch is Principal at Acuity Forensics, a Pacific Northwest forensic accounting firm with a national presence. She has more than 20 years of experience in the field of accounting with the last 13 years focused completely on forensic accounting related engagements.
She has provided expertise as a source to the New York Times, Forbes, CNBC, NPR, Wall Street Journal and First Business News. She is also a regular contributor to Fraud Magazine and the Vancouver Business Journal and has been interviewed for KING 5-TV in Seattle, iHeartRadio and KGW-TV in Portland, and News Talk in Alberta, Canada. Ms. Couch is the winner of the 2014 James R. Baker Speaker of the Year, presented by the Association of Certified Fraud Examiners (ACFE) to honor an individual who has demonstrated the true spirit of leadership in communication, presentation and quality instruction.
Tiffany Couch is the author of The Thief in Your Company, available at,, and

Tiffany and Acuity Forensics may be contacted at







Net Net Worth

Net Net Worth

Jim Grew

Jim Grew has worked in 23 companies at the C-level and is considered an expert in executive leadership, strategy and succession. Jim helps leaders discover the hidden opportunities within their businesses and exploit them for dramatic results.

Company presidents who have read Jim’s book The Other Side of Succession are saying things like, “I read your book and now we’re going to do “The Next Big Thing” at our company!”

He regularly shares his insights in his Executive Letter Do Business Faster™ 

Jim holds an MBA degree from Stanford University and ran nine thriving businesses before he started consulting.  Jim and his wife reside in Portland, OR.

Jim can be reached at and at







Plannine for the Unexpected

Planning for the Unexpected

Jill and Gordon Viggiano

About Jill
Jill Viggiano spent 19 years working in commercial real estate before retiring to become a full time mom. An active volunteer, Jill couldn’t help but raise her hand and take on leadership roles in the community. The opportunity to form and advance philanthropic organizations and their causes kept her engaged in both local and national efforts. Jill’s style is to create a team environment where cooperation and accomplishment happen while having fun.  When her husband survived a massive stroke in 2008, Jill focused her skills on his recovery.  She now assists him in his day-to-day needs as well as in his speaking career.  Jill wrote Painful Blessing, a book about her spouse and caregiver experience, shedding light on the real life impact of acquired brain injury, and providing hope and encouragement to those facing significant challenges.

About Gordon
We were a typical family: we lived trying to do things right — working hard, providing for the family, following Christian values. On Gordon’s 51st birthday, out of nowhere, a terrible thing happened: he suffered a massive stroke! One might say we were dealt a dirty card, but we see it differently. The experience has been a true test of faith and perseverance.
Our journey of recovery is still in progress. Gordon is now 9 years post-stroke and we are happy to report that he is getting better all the time.  We will discuss this life changing experience and the lessons that have come along with it. Our hope is to inspire people and help them see that good things can happen, even when one doesn’t think it is possible. Gordon is certainly not fully recovered from his stroke so this isn’t an “I did it and you can too” speech. I am in the middle of my recovery and so my perspective is from “the trenches.”


Factoring as a Finance Choice

Factoring as a Financing Choice

James Richards

James grew up in Phoenix, AZ and attended undergrad at Northern Arizona University.  He moved to North Carolina and shortly after managing a hotel began his banking career with Bank of America as a personal banker.  From there he transferred with Bank of America to Portland, OR where he worked in mortgage training and then branch management for 5 years.  After a short stint at Key Bank he began working for a small factoring company based out of California.  From there he has expanded his network and territory to include Oregon, Washington and now North Idaho.  He has been a business development officer now for 12 years working with companies who need financing outside of what banks are able to offer.

James has served as the President of the Risk Management Association in 2016 in Bend, OR.  He is the current Vice President of the Puget Sound RMA in Seattle and will be the incoming president for the fiscal year 2017-2018.  In his off time he enjoys playing in the great outdoors in North Idaho and running marathons.


Picture of Brand expert Kim Frazier

This Your Brand This is My Brand…


Kim Frazier is a profit oriented marketing professional with demonstrated capacity to achieve results in diverse organization environments from start-ups to Fortune 500 companies. He has more than 35 years of experience in B-to-B and B-to-C marketing, business development, strategic planning, marketing communications, creative services, direct marketing, budgeting, and forecasting. Kim holds a MBA and Master’s in International Marketing Management which he has put to use in market research, product development, and brand management across domestic and international business environments.

Kim can be contacted at


Beyond the Petri Dish–Building Workplace Culture

William Vanderbloemen

William Vanderbloemen is the President/CEO of Vanderbloemen Search Group, an executive search firm that helps churches and ministries build great teams. William is also a speaker and author on team building, succession planning, and culture through his books and articles on and Connect with William at and @wvanderbloemen.








Strategic Planning Lite–Diet Variety

Frank Dane, MS, JD, CPA(Inactive)

Frank began his business career in public accounting at PriceWaterhouse.  He has a Master’s Degree in Accounting, a Juris Doctor in law, and a CPA license (inactive). Frank is a partner with B2B CFO, and he also teaches at the university level. Prior to his current position, Frank served as CFO for a Silicon valley software company.  His broad-based experience and training is just one of his many strengths. Frank is known for his ability to analyze and implement practical solutions to help his clients strengthen infrastructures and operations.

Building Culture thru Leadership Development

Dana Smith

Dana Smith-Coach, Business Leader, and Author-works with individuals and organizations in consciousness coaching and cultural leadership development.  As an adjunct faculty at Marylhurst University she pioneered coaching and leadership development courses including “Emotional Resilience for Organizational Change.”  Prior to establishing her coaching practice, Ms. Smith was a managing partner in a thriving sales and marketing consulting company and her extensive professional experiences in the sales, marketing, and public relations arena spans startups to Fortune 500 companies.  Dana is a Marylhurst University Alumna and Certified Professional Coach. Dana lives in Bend, Oregon.








You’re a Boomer — Now What?

Dan Critchett

Dr. Dan Critchett is currently host of the radio program Second Half Now, a show aimed at providing America’s Baby Boomers with information and inspiration that touches their lives in meaningful and practical ways. Through educational and motivational presentations, coaching, and multi-media platforms, Dan’s mission is to help Boomers live lives that matter.

Dr. Dan has had a full career of involvement with the life issues of concern to the Boomer generation  He has worked directly and personally with hundreds of people, helping them deal with the changes and challenges of life.  He is an international teacher, trainer, and conference speaker, bringing his expertise to gatherings across the globe.  In his own words, Dr. Dan’s “purpose in life is to help others find theirs.”

Dr. Dan has multiple college and graduate degrees, including a Bachelor of Education, Master of Divinity, and Doctor of Divinity and is an adjunct faculty member at Concordia University in Portland, Oregon.  He is a published author and an active ordained pastor for over 35 years. You can contact Dr. Dan Critchett at






Leadership Coaching–Is It For You?

Julie Thompson

As a leadership coach, Julie Thompson brings over 20 years of experience in change agent roles within corporate America and the Federal Government. Julie is an advisor to senior leaders who seek to be their most authentic selves as leaders and individuals, and who, from the strength of that authentic stance, are purposeful about empowering those around them.  She frequently works with leaders from technical and engineering backgrounds to develop and enhance this authenticity through leadership presence, skill acquisition and highly developed leadership behaviors.

Julie is an accredited coach through International Coach Federation, an alumna of the Georgetown University Leadership Coaching Program, holds a Master of Arts Degree in Professional Counseling from the American School of Professional Psychology/Argosy University, a Master of Science Degree in Information Systems from George Mason University, and a Bachelor of Arts Degree in English, Summa Cum Laude, Phi Beta Kappa, from the University of Maryland.

Julie can be contacted at






Product Development–360 View

Doug Porter

Doug Porter is a Mechanical Design Engineer and since 2006 the President of the highly regarded engineering and product development company designPORT. Doug has 30 years of experience as a mechanical design engineer and serial entrepreneur.

Doug started his career as design engineer in the aerospace and undersea military arena gaining valuable experience working in some of the most challenging environmental theatres on earth. Following this he worked for General Electric developing life safety and access control products for the high volume consumer and industrial security industries. Spending months abroad in factories around the world Doug developed a keen understanding of how to design products for a widely varying clientele and when and how to utilize tooling and manufacturing in different regions.

Currently Doug shares his time between running designPORT and incubating a continuing stream of new companies based on innovative products being developed at their Wilsonville Oregon design studio. If you are invited for a tour you will be able to see the Novagrade® optical accessory product line. This new brand demonstrates how Doug’s team is able to quickly achieve international success by utilizing the latest rapid prototyping technologies coupled with social media marketing.

Doug can be contacted at  and at






Millennials–What to Do, What to Do?

Erik W. Daniels

Erik Daniels is the Executive Vice President of the Ronald Blue & Co. Family Office.   Erik has been with Ronald Blue & Co. since 1980 and has held leadership positions since 1986, including Managing Director of the Atlanta office and Regional Director.

Erik has earned a reputation as a popular financial speaker, bringing an informative and entertaining perspective on money management to national as well as local venues, including Promise Keepers, the Coca-Cola Company, Federal Reserve Bank  and Southern Company.  As a member of the National Association for Personal Financial Advisors (NAPFA) and a past member of the AICPA, Erik has been quoted in various news and business journals and has hosted radio programs focused on helping people manage their money. He speaks often to churches, corporations, men’s gatherings and civic groups.

Prior to joining Ronald Blue & Co. in 1980, Erik worked as a senior accountant with Blue & Co., a CPA firm based in Indianapolis and originally founded by Ron Blue.  He received a B.S. degree from Indiana University, a Masters in Taxation from Georgia State University and a Masters of Science in Financial Planning from the College for Financial Planning.

Don’t Leave Money on the Table–R&D Credits

Tony Hnyp

Mr. Hnyp manages the Western region for RnD Consultants; a national firm that creates company – specific methodologies to quantify the broad scope of activities associated with product / software creation and process improvement. Such activities are prevalent throughout modern companies; moving from conceptualization, to set–up, to sourcing and design, through production, to technical sales, as well as planning for quality control. With a system in place companies can properly claim the generous research and development tax credit as they have access to documentation and substantiation for all appropriate activities.

RnD Consultants serve public, middle market, as well as start-up companies throughout the country. Their performance based business model is non-invasive, and non-disruptive to their clients’ cash flow. Mr. Hnyp can be contacted at

From Wall Street to Your Street

Bob Bedritis

Bob Bedritis, Managing Partner of Oswego Wealth Management,  is a former Wall Street executive whose personal values called him away from the corporate world and back into helping individuals and families. Bob is dedicated to helping his clients answer the question, “Will I have enough?” with a plan for income aimed to last as long as their retirement does.  Bob began his career with Merrill Lynch and UBS Wealth Management.

Bob and his wife are avid tennis players. Bob is an active board member of The Oregon Symphony, Oregon Forum and Guide Dogs for the Blind to mention a few of the civic organizations with which he is involved.

Role of Lender in Business Succession Planning

Mike Foresee

Mike has been active in the banking industry over the past 22 years. He was most recently hired at Columbia Bank in May 2015. Mike has extensive experience in commercial lending, depository and treasury management services. He is very dedicated to building strong customer relationships and meeting the banking needs of her business clients.

Mike received a Bachelor of Science in Finance degree and an MBA at Willamette University in 1996. Mike is active in the local arts community serving on the board for the Elsinore Theater. He also volunteers to work with adoption agencies. When away from the office he enjoys skiing, kayaking, sailing, hiking, and entertaining with family and friends.


From the Garage to the Store Shelf

Daniel Godfrey

Daniel Godfrey is owner and president of Caldera International, a manufacturer of Hot & Cold Therapy wraps.  The company is located in Portland, Oregon.  Daniel began his career with Nike prior to creating Caldera International. .  The company is also the manufacturer of the  #Releaf Neck Rest, a popular travel pillow found in many airport retail stores and travel catalogs around the world–for many years it maintained #2 in sales with  #SkyMall Magazine.  In 2015, the company introduced a line of Hot & Cold Pet Therapy products for the #canine industry.

When not working, Daniel enjoys spending time with his family and sports.


The Why for Loan Covenants

Ryan H. Fraunfelder

Ryan Fraunfelder is a Senior Vice President and Senior Business Banking Relationship Manger with KeyBank.  Ryan  has been in banking his entire career and enjoys working with his clients and their businesses.  When Ryan is not assisting his clients he enjoys the outdoors–especially fishing.


Inspiring Trust in Leaders

Dan Corrigan

Dan Corrigan a partner with Wickman Paterson Corrigan, an insurance and financial advisory company. Dan is a member of the Million Dollar Round Table, public speaker, and is active in his community. Dan frequently speaks to elite business professionals groups on topics such as simplified sales concepts to estate and business planning, motivation and ethics. Dan’s approach is uncomplicated, with wide appeal from financial and legal advisors seeking assistance with communication skills. He has presented his concepts to people at numerous industry meetings and conventions. Dan is committed to making his business a mission rather than making his mission a business.


Rebranding Your Business–Warrior Products

Tom Richardson

Tom Richardson is owner and President of Warrior Products. Warrior Products manufactures Jeep, Tacoma, FJ Cruiser, and 4×4 Off-Road accessories and is located in Durham, Oregon. Warrior proudly manufactures all of its products in the USA. Tom is an off-road race driver, which continues to be one of his motivational catalyst. Tom is a business owner known for the meaningful work culture he has built, which is displayed in the ways he invests in and values his employees. Tom is a family man and is involved in his church and community; and when not racing he enjoys golfing.

Go here to listen to Tom Richardson discuss how he rebranded Warrior Products.

Business Transitions Session One

Frank Dane, MS, JD, CPA (Inactive)

Frank began his business career in public accounting at PriceWaterhouse.  He has a Master’s Degree in Accounting, a Juris Doctor in law, and a CPA license (inactive). Frank is a partner with B2B CFO, and he also teaches at the university level. Prior to his current position, Frank served as CFO for a Silicon valley software company.  His broad-based experience and training is just on of his many strengths. Frank is known for his ability to analyze and implement practical solutions to help his clients strengthen infrastructures and operations.

For information on how to receive your copy of B2B CFO’s “The Exit Strategy Handbook” referenced in the podcast, contact Frank Dane directly at

Go here to hear Frank’s podcast.

Business Redefined–How Christian Business Leaders See the Marketplace Differently

Terence Chatmon

From soda bottle recycling entrepreneur at the age of six to senior executive leader responsible for billions of dollars for the Coca Cola Company, Terence Chatmon has served in senior executive leadership roles with Johnson & Johnson, Citibank and Coca Cola. Terence is a transformational leader amongst senior executives and CEOs. He is a successful entrepreneur and has served as President and CEO of global non-profit organizations.

He now serves as President and CEO of Fellowship of Companies for Christ International, (FCCI) a fellowship of executive leaders in 92 countries. In his role, he is leading unprecedented efforts to equip and encourage leaders in small, medium and large size companies.

Terence can be contacted at

Go here to hear Terence talk about Business Redefined–How Christian Business leaders See the Marketplace Differently.

The Face of Your Business-Does it Reflect You?


Bruce Varney is a successful business expert with broad management experience in the wholesale and retail food and beverage industries and distribution business. He takes a visionary but practical approach to helping business leaders achieve their goals by finding solutions that improve sales and profitability. The experience of seeing these leaders fulfilling their goals and dreams is one of his greatest joys.

Bruce can be contacted at

Go here to hear Bruce talk about Does the Face of Your Business Reflect You?

Role of Market Research


Nicole is a Director of Research and Consulting at Market Strategies International. Nicole has spent her entire career in the analytical and market research fields, working across media, corporate, academic and non-profit sectors. She has a Master’s degree in Comparative Ethnic Conflict and Research from The Queen’s University in Belfast Northern Ireland and a Bachelor’s degree in International Politics and Communication from the Elliot School of International Affairs at The George Washington University.

Nicole can be contacted at

Go here to hear Nicole talk about market research.

Role of a Marketing Plan


Kim Frazier is a profit oriented marketing professional with demonstrated capacity to achieve results in diverse organization environments from start-ups to Fortune 500 companies. He has more than 35 years of experience in B-to-B and B-to-C marketing, business development, strategic planning, marketing communications, creative services, direct marketing, budgeting, and forecasting. Kim holds a MBA and Master’s in International Marketing Management which he has put to use in market research, product development, and brand management across domestic and international business environments.

Kim can be contacted at

Go here to hear Kim talk about the benefits of a marketing plan.