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A I & Machine Learning | Effects on the Workplace & the CFO by the Portland CFOLC
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A I & Machine Learning | Effects on the Workplace & the CFO hosted by The Portland CFO Leadership Council

 Export to Your Calendar 3/10/2020
When: Tuesday, March 10, 2020
Networking & Breakfast 7:30a | Program 8:15a-9:30a
Where: Stoel Rives LLP
760 Southwest Ninth Avenue
Suite 3000
Portland, Oregon  97205
United States
Contact: Pamela Franklin

Online registration is available until: 3/10/2020
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Program Description

Once considered slow adapters of new technologies, today’s financial executives are implementing technologies at a rapid pace while promoting innovation within their companies.   Can you decipher which technology is just a buzzword and which is a business-critical investment? CFO’s need to view technology from several viewpoints: ensuring they have implemented industry best-in-class software, understanding the next generation of technology to invest wisely, and staying current on emerging technologies to maintain a competitive advantage.

Join us on March 10th for Artificial Intelligence: & Machine Learning | Effects on the Workplace and the CFO where our panel of experts will discuss the latest in technology and what you need to know.



Learning Objectives

  • The challenges, risks and opportunities associated with disruptive technologies

  • The costs and economic impact related to the adoption of disruptive technologies

  • How early adoption of these technologies will give your firm a long-term competitive advantage

  • How technology will fundamentally change the very nature of your job and what skills will be most meaningful in the new world order

  • What a CFO can do to enable staff (and company as a whole) to become early adopters of technology

Dean Cliff Alan- Dean School of Business, Portland State University

Dean Cliff Allen has been with Portland State University since 2008, first as an assistant professor, then developing new programs, recruiting faculty, and most recently as associate dean of graduate business programs. He started the successful master’s program in Global Supply Chain Management, which was named by U.S. News & World Report as one of the top 20 online graduate business programs in the country. He also started a programs in Business Analytics, Blockchain Strategy, and oversaw major curriculum updates to PSU’s MBA and Master of Taxation programs.

Before joining PSU, Dean Allen was a supply chain specialist in private industry. He was a senior vice president at General Dynamics in Spokane, WA, and a vice president at 3Com Corporation in Salt Lake City. He also has been a supply chain and leadership consultant for companies such as Blount Industries, Hanna Andersson, The Standard Insurance, Fred Meyer Jewelers and the Bonneville Power Administration.

Dean Allen holds a B.S. and M.A. in Economics from San Jose State University, and a Ph.D. From Gonzaga University in Leadership Studies and International Business.


Ronel Marbella- Director of Product Strategy, Prophix Software

As Director of Product Strategy, Ronel is responsible for looking into the future in order to guide the direction of Prophix’s products. He has extensive experience in Business Strategy, Modeling and Planning with deep knowledge of Corporate Performance Management gained by working with many clients and customers across a broad range of industries worldwide.


Jeannine Taaffe- VP Digital Health, Kinship

Jeannine joined Mars Petcare’s Kinship as their Head of Digital Health in June 2017. Kinship was created by Mars to lead the transformation of the pet care experience for consumers and pet health professionals. Previously, Jeannine worked for Banfield Pet Hospital for over 17 years. Jeannine joined the organization in 2001 to oversee marketing and sales for Banfield’s former pet insurance company — True Paws — which soon after evolved into an inside insurance sales team of three associates to a team of 16 associates today. Jeannine held several leadership positions within Banfield -- most recently as Senior Vice President, Sales & Marketing. In that role. Jeannine was responsible for managing the company’s marketing and sales functions, call center, and wellness plan offerings. In addition to promoting and advertising the organization’s products and services, Jeannine also worked to develop strategic business plans and strategies to attain corporate sales and profit objectives. Prior to joining Banfield, Jeannine held a variety of account services positions working for Topak Marketing, Inc. and DVM Worldwide, both Philadelphia-based marketing agencies. During her time with both agencies, Jeannine was responsible for day-to-day client coordination, production and creative oversight, database management, and marketing campaign strategy and analysis.


Jake Carpenter- Principal Consultant, Pacific Reach Company

Using a beautiful mix of head (AI & Analytics) & heart (Human Centered Design Thinking & Ethnography) Jake finds a new space for empathy and technology to live in harmony. Fundamentally he creates for progress, for purpose, and for a more advanced and empathetic world.


CPE Information

- Instructional method: Group-Live
- Recommended CPE Credits: TBD
- Experience Level: none
- Prerequisites/advance preparation: none

The CFO Leadership Council 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 (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:



CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program at a one-time cost of $60.

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.



For more information about this program or The CFO Leadership Council, please contact Pamela Franklin, Pacific Northwest Marketing & Events Director at 


Click here to learn more about CFO Leadership Council. 

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