IEEE Financial Summit

Join us for a day of financial savy technical presentations. Find out the latest Green Energy investments, real estate and trends from professions. IRA (Inflation Reduction Act) monies for your new projects and start ups. What are the changes to the 2023 IRS Tax Codes? Hear from CEOs, CFOs, CIO and COOs on how to operate and thrive your consultant business. For engineers, building owners and software developers we have talks on how to maximize your 401k, when and how much you should be adding to your retirement plans, and some financial pitfalls to avoid. We will have a session on patents, trademarks and copy rights for your product and/or invention. All times are exact so you can come and go as you please and pick and choose the sessions you would like to attend. Sign up today! (https://events.vtools.ieee.org/event/register/333362) Co-sponsored by: IEEE Power and Energy Society PES Speaker(s): Tom Coughlin, Agenda: IEEE Financial Summit – Live Stream Seattle, Washington – February 3, 2023 Speaker Line up 6:50 am PST IEEE Announcements, Mike Brisbois, Conference Chair 7:00 am PST Tom Coughlin, IEEE President – Financial Impact of the IEEE 7:05 am PST Craig Dickens, CEO, Merger and Acquisitions, Trusted Advisor 7:30 am PST Jason Putnam Gordon, ‘Venture Capitalist Market Trends’, Attorney, K&L Gates 7:55 am PST Doug Comstock, NASA Deputy CFO for Agency Budget, Payload Financials 8:20 am PST Joe Weiss, ‘Financial Impact Cyber Incidents’, Managing Partner Applied Control Solns 8:45 am PST Brandon Steele, Certified Financial Planner, Mainsail Financial Group 9:10 am PST David Hirsh, ‘Capital for projects operations’, Investment Professional, Generate Capital 9:35 am PST Karl Popham, Mobility Energy Electrification Cost impacts, CIO Austin Energy 10:00 am PST Panelist Women Entrepreneurs and Financial milestones, road blocks to make it in the Consultant, Marketing and Energy industry, Pamela Hamblin, Dennis Garrett, Lorraine Akiba 10:35 am PST Adam Philipp, Founder and Patent Attorney, AEON Law 11:00 am PST Special Guest Prize Pack Give Away 11:05 am PST Bryan Pittman, Financial Outlook, Edward Jones Financial Advisor 11:30 am PST Ben Parvey, Energy as a Service, Blue Sky Power, CEO 11:55 am PST Wulf Kaal, Empowering New Energy Communities CEO, Menagerie 12:20 pm PST Máire (Ní Ainnín) Sogabe, Economics of Cyber Attack affecting corporate bottom line 12:45 pm PST Jim Dodenhoff, Clean Energy Advisor, Silent Running, Principal 1:10 pm PST Bryan Santarelli, Experienced Patent/IP Attorney, Volpe Koening 1:35 pm PST Abir Chermiti, Business and Entrepreneurship, Certified Harvard Business Strategist 2:00 pm PST Warren Bernstein, New IRS Code Issues, Adelman Katz & Mond, CPA Partner 2:25 pm PST Christian Clausen, Fiduciary Wealth Management Advisor UBS 2:50 pm PST Quinn Nakayama, Integrated Grid Planning and Innovation, Director, Pacific Gas & Elect 3:15 pm PST Tom Satagaj, Corporate Legal Executive, Chief IP Counsel 3:40 pm PST Gary Beisheim, Financial and Forensic Accounting Leader 4:05 pm PST Salute to our Speakers We thank our sponsors:Jennifer Martin, (https://www.pnnl.gov/) (https://frankston.com/), IEEE Consumer Technology Society Jumie Yuventi, Archimedes Controls Corporation Dennis Garrett, (http://blcenergygroup.com/) Mark Bowling, (https://iriss.com/) Bob Williams, (https://www.ipowersys.com/) Kirill Gritsenko (https://www.mobility.siemens.com/global/en.html) Dave Seiling, (https://salasobrien.com/) Morgan Zantua, (https://www.cityu.edu/) Nationally known speakers – Ben Parvey, Blue Sky Power, CEO – Abir Chermiti, Business and Entrepreneurship, Certified Harvard Business Strategist, Software Engineer – Gary Beisheim, Financial and Forensic Accounting Leader – Craig Dickens, CEO, Mergers and Acquisitions, Trusted Advisor – Bryan Pitman, Financial Advisor, Edward Jones – Joe Weiss, Managing Partner at Applied Controls Solutions, ISA99 ICS Cyber Security Pioneer – Warren Bernstein, Adelman Katz & Mond, CPA Partner – Christian Clausen, Fiduciary Wealth Management Advisor UBS – Brandon Steele, Certified Financial Planner, Mainsail Financial Group – Jason Putnam, Attorney, K&L Gates – Jim Dodenhoff, Clean Energy Advisor, Silent Running, Principal – David Hirsh, Investment Professional, Generate Capital – Karl Popham, Mobility Energy Electrification, CIO Austin Energy – Quinn Nakayama, Integrated Grid Planning and Innovation, Director, Pacific Gas & Electric – Lorraine Akiba, ‘Panelist’, LHA Ventures CEO, President – Dennis Garrett, ‘Panelist’, CEO Blue Lake Energy Systems – Máire (Ní Ainnín) Sogabe, Economics of Cyber Attack affecting corporate bottom line Sign up today at: (https://events.vtools.ieee.org/event/register/333362) – We would like to Thank our Sponsors: Jennifer Martin, (https://www.pnnl.gov/) (https://frankston.com/), IEEE Consumer Technology Society Jumie Yuventi, Archimedes Controls Corporation Mark Bowling, (https://iriss.com/) Bob Williams, (https://www.ipowersys.com/) Dennis Garrett, (http://blcenergygroup.com/) Kirill Gritsenko (https://www.mobility.siemens.com/global/en.html) Dave Seiling, (https://salasobrien.com/) Morgan Zantua, (https://www.cityu.edu/) (https://60c89b22-fa84-4f7f-9915-ca0ea9310154.usrfiles.com/ugd/60c89b_64ceeb18481a490288bbd407eb2121f9.pdf) Virtual: https://events.vtools.ieee.org/m/333362