June 2010 Newsletter - Financial Executives International
June 2010 Newsletter - Financial Executives International
June 2010 Newsletter - Financial Executives International
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<strong>June</strong> <strong>2010</strong> ISSUE<br />
J U N E 1 7 , 2 0 1 0<br />
Make your reservation online today!<br />
Please click HERE to register for the PD Session<br />
Or contact Kelly at portland@financialexecutives.org or call 973-765-1012<br />
PORTLAND<br />
<strong>Newsletter</strong><br />
PRESIDENT<br />
Kyle M. Davidson<br />
Director of Finance & Accounting<br />
Stoel Rives LLP<br />
VICE PRESIDENT PROGRAMS<br />
John Braxmeyer<br />
VICE PRESIDENT MEMBERSHIP<br />
Mike Williams<br />
Chief <strong>Financial</strong> Officer<br />
Silver Eagle Manufacturing<br />
SECRETARY<br />
Allison Fox<br />
Director of Accounting & Finance<br />
Norm Thompson Outfitters, Inc.<br />
TREASURER<br />
Steve Peterman<br />
DIRECTORS<br />
Sugie Joseph<br />
Senior Manager of <strong>Financial</strong> Analysis &<br />
Projects<br />
Port of Portland<br />
Paul Douthit<br />
VP Finance<br />
TRM Corporation<br />
Teresa Learn<br />
Controller<br />
CareOregon Inc<br />
Wayne Marschall<br />
Senior VP<br />
Portfolio Finance<br />
Jeff Slaughter<br />
Account Manager<br />
Connolly Consulting<br />
Kirk Stevens<br />
Controller & Assistant Treasurer<br />
Portland General Electric Company<br />
Steve Babcock — Past President<br />
CFO & Consultant<br />
CHAPTER ADMINISTRATOR<br />
Kelly McGee<br />
973.765.1012<br />
portland@financialexecutives.org
M E S S A G E F R O M T H E P R E S I D E N T<br />
I am writing this as it pours rain, with a chance of breaking <strong>June</strong> rainfall<br />
records. Despite the rain, the forecast is for sunshine on Tuesday, <strong>June</strong><br />
8, the day of our golf tournament. That is all I ask! We have the<br />
largest golfing group ever, with about 20 foursomes signed up. We<br />
appreciate all the sponsorship support we received! Many thanks to<br />
the golf committee, chaired by Kirk Stevens, including Bob Freeman,<br />
Wayne Marschall, Joyce Purdy, and Winston Asai.<br />
Our meeting in May was informative and enjoyable, with Jim Mark of<br />
Melvin Mark Properties, along with Barbara Radler, a real estate partner with Ball Janik,<br />
and John Petersen, Senior Vice President of CBRE Capital Markets. They spoke to us<br />
about the Portland commercial real estate market, with a historical and prospective<br />
view. We also enjoyed Sari de la Motte’s presentation about the importance of<br />
matching your delivery message to your recipient, in the nonverbal ways that we<br />
communicate, through stance, hand gestures, and voice fluctuations.<br />
At the May meeting, we ratified the new Portland FEI Chapter officers and board<br />
members for the coming fiscal year. Our First VP of Programs is Mike Williams, our<br />
Second VP of Membership is John Braxmeyer, the Treasurer is Kirk Stevens, the<br />
Secretary is Teresa Learn, and I am continuing as President for a second year. Our<br />
new board members are Bob Freeman, Gregg Olson, and Kellie VavRosky, and our<br />
continuing board members are Paul Douthit, Sugie Joseph, Wayne Marschall, and Jeff<br />
Slaughter. I want to expressly thank those committed to helping us run this great<br />
organization, including our exiting Board members, Steve Babcock, Allison Fox, and<br />
Steve Peterman.<br />
We are looking forward to our extended Professional Development session on<br />
Thursday, <strong>June</strong> 17. Come to learn about how globalization with affect your market,<br />
first hearing from Tim Duy, Adjunct Assistant Professor and Director, Oregon Economic<br />
Forum, Department of Economics, at the University of Oregon. You can earn 3.5<br />
hours of CPE credit for attendance. See further details and registration information on<br />
the prior page.<br />
Our <strong>June</strong> golf and <strong>June</strong> professional development will be our last gathering for this<br />
fiscal year. We will meet again at our September dinner meeting on Thursday,<br />
September 16. Enjoy your summer!<br />
Kyle Davidson, President<br />
Portland Chapter, FEI
Dear FEI Portland Chapter Member:<br />
M E M B E R S H I P N E W S !<br />
What a year we’ve had here at the Portland FEI Chapter. Below is the list of new members that<br />
we’ve added since July 1, <strong>2010</strong>. Through your hard work and dedication to improving the<br />
chapter we have not just survived the economic downturn but actually increased our active<br />
members.<br />
This wouldn’t have been possible if it wasn’t for the support of our FEI friends and you the<br />
members. As I step into the VP of Programs role this coming year I am looking forward to the<br />
fantastic speakers and development opportunities coming up that John Braxmeyer and his<br />
team have put together this fall.<br />
And speaking of John, I know that you will provide him and the <strong>2010</strong>-2011 Membership<br />
Committee the same incredible support that you gave to this year’s team. Don’t forget to<br />
introduce yourself to the new members as you meet them in the coming year.<br />
Please join me in welcoming Pete Craven, James Ande, Dean Larson, Alex Anderson, Richard<br />
Zimmermann, Don Belden, Todd Henne, Olaf Janke, Paul Henry, Brian Gentry, Mark Shia,<br />
David Blaskowsky, Nick Fish, Robert Jarrett, David Evans, Scott Olmstead, and Jim Horswill to<br />
the Portland Chapter as new members.<br />
Thanks again for your support this year. Have a great summer and we’ll see you in<br />
September!<br />
Mike Williams<br />
Membership Chair<br />
T H A N K Y O U G O L F S P O N S O R S !<br />
Thank you to our generous golf sponsors, who allowed us to put on a great event at<br />
Riverside Golf Course!<br />
GOLD SPONSORS<br />
CresaPartners<br />
Ernst & Young<br />
IBM<br />
Stoel Rives LLP<br />
VIAWEST<br />
SILVER SPONSORS<br />
Deloitte<br />
Mercer<br />
Perkins & Company<br />
PriceWaterhouseCoopers<br />
BRONZE SPONSORS<br />
Grant Thornton<br />
Robert Half Management Resources<br />
Umpqua Bank
T H A N K Y O U F E I M E M B E R S !<br />
Many thanks to our members who have made donations in the 2009-<strong>2010</strong> year to our scholarship fund. With their<br />
help and the help of our Friends, we were able to make awards of $7,500, at $1,500 per student. Thank you!<br />
Steve Babcock<br />
Kyle Davidson<br />
Jesse Dillard<br />
Jeff Gudman<br />
Phil Juckeland<br />
Jim Kotchik<br />
Gregg Olson<br />
Steve Peterman<br />
Alan Steiger<br />
David Wilkins<br />
We applaud our local members who have made special donations to FERF, <strong>Financial</strong> <strong>Executives</strong> Research Foundation,<br />
in the 2009-<strong>2010</strong> year. The donations help FERF to continue to bring member-driven initiatives, relevant research,<br />
timely trend analysis and continuing professional education opportunities to keep members on the leading edge of<br />
the finance profession.<br />
<strong>Financial</strong> <strong>Executives</strong> Research Foundation (FERF) is a 501(c)(3) non-profit organization and research affiliate of FEI.<br />
FERF researchers identify key financial issues and develop impartial, timely research reports for FEI members.<br />
Kyle Davidson<br />
Alexis Dow<br />
Ann Flatz<br />
Jeff Gudman<br />
Shawn Hagel<br />
Gene Huey<br />
Phil Juckeland<br />
Mark Moreland<br />
Gregg Olson<br />
Karen Rasmussen<br />
Mark Shia<br />
Alan Steiger<br />
Dan Sullivan<br />
Nanci Werts<br />
David Wilkins<br />
Mike Williams
C H A P T E R F R I E N D S !<br />
J U N E P D E V E N T S P O N S O R S !<br />
T H E P O R T L A N D C H A P T E R W O U L D L I K E T O T H A N K O U R<br />
F R I E N D S
C A L E N D A R O F E V E N T S 2 0 1 0 - 2 0 1 1<br />
Meetings are held at the Multnomah Athletic Club unless otherwise noted<br />
Professional Development session: 5:00-6:00 PM<br />
Social networking: 6:00-6:45 PM<br />
Dinner and speaker: 6:45-8:00 PM<br />
DINNER Larry Miller, President of Portland Trail Blazers<br />
PD Measuring the Value of Enterprise Risk Mgmt, George Graves, KPMG<br />
DINNER Phil Keisling, former Secretary of State, PERS System and its Impact on Oregon<br />
PD Health Reform Update, Mercer<br />
PLANT TOUR: SolarWorld (Tentative)<br />
DINNER James Harker, Chief Strategy Officer, Providence<br />
PD Personal Investment Planning, Mick Elfers, Irvington Capital<br />
WINTER SOCIAL: Location to be determined<br />
DINNER John Tapogna, President, ECONorthwest<br />
PD Topic to be determined, Deloitte<br />
*********************ACADEMIC NIGHT********************<br />
DINNER Scott Dawson, Dean of PSU Business School<br />
PD Labor Law Update, Stoel Rives LLP<br />
DINNER Open<br />
PD Open<br />
<strong>June</strong> 2011: Golf Outing<br />
<strong>June</strong> 2011: PD Session<br />
September 16, <strong>2010</strong><br />
October 21, <strong>2010</strong><br />
November 18, <strong>2010</strong><br />
January 20, 2011<br />
February 17, 2011<br />
March 17, 2011<br />
April 21, 2011<br />
May 19, 2011<br />
Additional Chapter Events
F E I H E A D Q U A R T E R S N E W S