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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

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