Resources

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Resource Guide

ACG Cup Northwest Committee

DOUG ADLER

CFO, Atmosera
9705 SW Sunshine Court
Beaverton, OR 97005
doug.adler@atmosera.com
(503) 671-1882

DEBRA FINKELNBURG

VP, Commercial Relationship Manager
Umpqua Bank
Portland West Commercial Banking Center
debrafinkelnburg@umpquabank.com
(503) 601-6771

STEPHEN BABCOCK
Coordinator with FEI, Judges, and University Liaisons

770 Graceland Place
West Linn, OR 97068
sbabcock7@comcast.net
(503) 650-0834

LEE KOEHN

President, Lee Koehn Associates
4500 SW Kruse Way, Suite 330
Lake Oswego, OR 97035
koehn@lkassociates.com
(503) 479-6094

CORDELL BERGE
Chair

Acquisitions Northwest, Inc.
210 SW Morrison Street, Suite 600
Portland, OR 97204
cberge@acquisitionsnw.com
(503) 351-6870 (cell)

OLIVIA PIESCHEL

Chartwell Financial Advisory, Inc.
601 SW 2nd Avenue, Suite 1900
Portland, OR 97204
olivia.pieschel@chartwellfa.com
(503) 416-4425

AL CALABRIA
Coordinator of Operational Procedures and Processes

Calabria Advisors, Inc.
17340 Oak Meadow Lane
Lake Oswego, OR 97034
al@calabriaadvisors.com
(215) 833-2841

DAVE PORTER
ACG Portland Board Coordinator

Shareholder, Geffen Mesher
888 SW 5th Avenue, Suite 800
Portland, OR 97204
dporter@gmco.com
(503) 221-0141

JANET QUINN
Marketing and Website Administration

Ideagility
10725 SW Barbur Blvd. Suite 380
Portland, OR 97219
jan.quinn@ideagility.com
(503) 805-5571

JASON BOLT

Greycourt
707 SW Washington St.
Suite 900
Portland, OR 97205
bolt.jason@gmail.com
(503) 648-0521

Hosting/Supporting Organization Leaders

ACG Portland

GRANT JONES
President

jonesg12@hotmail.com
(971) 998-5466

KAREN SIEGLE
ACG Portland Exec. Director

PO Box 4272
Portland, OR 97208-4272
acgportland@acg.org
(503) 768-4299

ACG Seattle

Mark Morris, Partner
Blue Point Capital

1201 3rd Avenue, #3090
Seattle, WA 98101
(206) 332-9200

ACG Seattle

KARIN MARTINEZ
ACG Seattle Exec. Director

24 Roy Street, PMB 442
Seattle, WA 98109
karin@kdmanagement.net
(206) 524-5300

ACG Los Angeles

CHRIS HEBBLE

Managing Director, Houlihan Lokey
10250 Constellation Blvd. Fifth Floor
Los Angeles, CA 90067
chebble@hl.com
(310) 788-5204

FEI – Portland Chapter

Scott Winegardner
President

Core Health & Fitness, LLC
scott@winegardnermail.com
360 524 3336

FEI – Washington State Chapter

Robert Young

Principal, Planetary Advisors, LLC
RYoung@PlanetaryLLC.com
(425) 444-8544

Sponsors – Primary Contacts

Presenting Sponsor

Umpqua Bank

Lavonda Driskell
One Southwest Columbia
Suite 1200
Portland, Oregon 97258
lavondadriskell@umpquabank.com
(503) 219-6120

Gold Sponsors

Chartwell Financial Advisory, LLC

Olivia Pieschel
601 S.W. 2nd Avenue, Suite 1900
Portland, OR 97204
olivia.pieschel@charwellfa.com
(503) 416-4425

Chase

Michael W. Hurley
Executive Director, Oregon/SW Washington
888 SW 5th Avenue, Suite 415
Portland, OR 97204
michael.w.hurley@chase.com
(503) 382-1616

Durham & Bates

Christen Picot
720 SW Washington Ave, Suite 250
Portland, OR 97205
christenp@dbates.com
(503) 796-0291

Endeavour

John von Schlegell
760 SW Ninth Avenue, Suite 2300
Portland, OR 97205
jevs@endeavourcapital.com
(503) 517-4631 (Peggy Harding, assistant)

Geffen Mesher

Dave Porter
888 SW 5th Avenue, Suite 800
Portland, OR 97204
dporter@gmco.com
(503) 221-0141

K&L Gates

Brendan Gutierrez McDonnell
K&L Gates
1 S.W. Columbia, Suite 1900,
Portland, OR 97258
Brendan.mcdonnell@klgates.com
(503) 228-3200

Stoel Rives LLP

Steve Hull
Business Development Coordinator
760 SW Ninth Avenue, Suite 3000
Portland, OR 97205
steven.hull@stoel.com
(503) 224-3380

Christopher Welch
Ass’t: Lynsey L. Lorraine
600 University Street
Suite 3600
Seattle, WA 98101
Lynsey.lorraine@stoel.com
(206) 624-0900

Stoller Family Estate

Gary Mortensen
PO Box 189
Dayton, OR 97114
gary@stollerfamilyestate.com
(503) 864-3404

University MBA Program Coordinators

PREM MATHEW, Ph.D.

Assistant Dean
College of Business
Oregon State University
438 Austin Hall
Corvallis, OR 97331
prem.mathew@bus.oregonstate.edu
(541) 737-6030

MICHELE HENNEY

Finance and Securities Analysis Center
Lundquist School of Business
University of Oregon
355A Lillis
1208 University of Oregon
Eugene, OR 97403-1208
mhenney@uoregon.edu
(541) 346-3281

DAVE NICKEL

School of Business Administration
Portland State University
PO Box 751
Portland OR 97207
nickel@pdx.edu
(503) 725-5053

DANIEL POSTON

Assistant Dean
Foster School of Business
University of Washington
Dempsey Hall, Room 334 Box 353223
Seattle, WA 98195-3223
dposton@uw.edu
(206) 543-4661

HOLLY SLAY FERRARO, Ph.D.

Director, PMBA Program
Seattle University
901 12th Avenue
Seattle, WA 98122
(206) 296-5719
ferraroh@seattleu.edu

CHRISTOPHER E. STEVENS, Ph.D.

Associate Professor, MBA Programs Director
Graduate School of Business
Gonzaga University
502 East Boone Avenue
Spokane, WA 99258-0102
stevensc@gonzaga.edu
(509) 313-3414

DR. BRIAN J. ADAMS

Associate Dean of Graduate Programs
Associate Professor of Finance
Pamplin School of Business
University of Portland
Portland, OR 97203
adamsbr@up.edu
(503) 943-7109

LEONG CHAN, Ph.D.

Assistant Professor
School of Business
Pacific Lutheran University
12180 Park Ave S, Tacoma, WA 98447
chanla@plu.edu
(253) 535-7330

Ron Miolla

Associate Professor of Finance
Concordia University
2811 NE Holman Street
Portland, Oregon 97211
rmiolla@cu-portland.edu
503-280-8131

Randy Beavers, Ph.D.

Assist. Professor of Finance
School of Business, Government and Economics
Seattle Pacific University
3307 3rd Avenue West, #201
Seattle, WA 98119
(206) 281-3523
reb@spu.edu

Eugene Sivadas, Ph.D.

Professor of Marketing
Director, MBA Program
Milgard School of Business
University of Washington, Tacoma
(253) 692-4707
sivadas@uw.edu

ACG Cup Northwest University Campus Liaisons

UNIVERSITY OF OREGON

Robert Alexander
SVP, EastWest Bank
10900 NE 4th Street, Suite 200
Bellevue, WA 98004
Robert.alexander@eastwestbank.com
(626)433-7279


Bob DeKoning

2142 NW Wheatfield Way
Portland, OR  97229
rdekoning12@gmail.com
(503) 804-3150

UNIVERSITY OF WASHINGTON

James Rothenberger
Vice President
Moss Adams Capital LLC
999 Third Avenue, Suite 2800
Seattle, WA 98104
James.rothenberger@mossadams.com
(206) 302-6777

UNIVERSITY OF PORTLAND

Grant Jones
12822 NE 43rd Circle
Vancouver, WA 98682
jonesg12@hotmail.com
(971) 998-5466

OREGON STATE UNIVERSITY

Nathan Liebler
nathan.liebler@gmail.com
(503) 860-8491

SEATTLE UNIVERSITY

John O’Dore
Principal, Managing Director
Chinook Capital Advisors
5400 Carillon Point, Building 5000, 4th Floor
Kirkland, WA 98033
John@ChinookAdvisors.com
(425) 985 – 7617

PACIFIC LUTHERAN UNIVERSITY

Jerry Heemstra
CFO Selections
Tacoma, Washington
jerry.heemstra@gmail.com
Office: (360) 701-0752

WILLAMETTE UNIVERSITY

Cliff Spencer
Shareholder
Lane Powell
601 SW Second Avenue, Suite 2100
Portland, OR  97204
spencerc@lanepowell.com
(503) 778-2197

CONCORDIA UNIVERSITY

Nancy Horton
Owner
Horton Consulting Northwest
4683 Trillium Woods
Lake Oswego, OR  97035
nancy@hortonconsultingnw.com
(503) 421-3870

GONZAGA UNIVERSITY

Katy Bruya
SVP, Human Resources
Washington Trust
717 W. Sprague Avenue
Spokane, WA 99210
(509) 353-4102
kbruya@watrust.com

SEATTLE PACIFIC UNIVERSITY

Stephan Coonrad
K&L Gates
925 4th Avenue, Suite 2900
Seattle, Washington 98104
Stephan.coonrod@klgates.com
(206) 623-7580

PORTLAND STATE UNIVERSITY

Jake Shafer
CFO
The Partners Group
111740 SW 68th Parkway
Suite 200
Portland, OR 97223
jake@tpgrp.com
(503) 726-5726

University of Washington, Tacoma

Stacey Ballard
Vice-President
Umpqua Bank
Tacoma, WA
staceyballard@umpquabank.com
(253) 278 – 0325

ACG Cup Northwest Judges

Practice Round, Intra-School (No Judges)

 

ROUND 1: Semi-final round, intra-state (Washington)

 

PATRICK RINGLAND

Patrick Ringland is a Principal and Managing Director at Meridian Capital and also leads the firm’s Technology and Life Sciences practices. Over the course of his career as an investment banker and economic and financial consultant, Patrick has advised clients across an assortment of industry segments, including biotech, pharmaceutical, technology, media, and telecommunications. He has successfully advised Fortune 50 companies and privately help businesses and entrepreneurs on a variety of sell-side and buy-side engagements, recapitalization, growth equity, and strategic advisory assignments. Patrick is currently a board member of the University of Washington College of Arts and Sciences and has collaborated with the university’s Department of Classics establishing the Ringland Rome Prize that helps students study abroad at the University of Washington’s Rome Center.

Patrick received his MBA from the University of Chicago Booth School of business where he graduated with honors and concentrations in finance, entrepreneurship, and strategic management. Prior to earning his MBA, Patrick studied at the University of Washington where he graduated as Dean’s Medalist with a BS in Economics and a BA in Classical Studies.

 

PATTI NEUBERGER

Patricia Acuff Neuberger practiced as a CPA in the public accounting arena for over 30 years, providing a wide range of tax-related services and consulting to individuals and closely held family businesses. Patti specialized in estate and gift planning, income tax planning and compliance, and wealth transfer and transition issues. She advised family-owned businesses on transferring family wealth, business control and management within generations. Her other experience includes tax and business advice regarding the formation, reorganization, and acquisition/sale of businesses. Patti has served an array of industries including healthcare, manufacturing, legal, not-for-profit, wholesale/retail, and finance. She started her career at PricewaterhouseCoopers LLP and retired from Moss Adams LLP. Patti is a graduate of the University of Washington school of business and is a Seattle native.

Patti currently serves on the Oberto Sausage Company board of directors and its audit and budget, governance, and compensation committees. She also serves on the volunteer board and its executive and finance and operations committees for Navos, a not-for-profit mental health solutions organization.

 

JOHN LANEY

John Laney is a partner in Stoel Rives’ Corporate practice group and represents clients in corporate governance matters; mergers and acquisitions; and corporate, securities and financing transactions. He has advised clients in the business consulting, energy, food & beverage, healthcare, manufacturing industries and other clients based. John received his J.D. from Seattle University School of Law. Prior to attending law school, he was a senior account executive with HSBC, Consumer Lending. John was selected as a Puget Sound Business Journal 40 Under 40 honoree for 2017 and has been listed a Washington Super Lawyers® “Rising Star” lawyer since 2013. He is a board member of Filipino Lawyers of Washington, a director for the Asian Bar Association of Washington and a past Northwest Governor for the National Filipino American Lawyers Association.

 

BILL WEIAND

Bill Weiand is Senior Vice President and Regional Manager of Corporate Banking at Umpqua Bank. Bill has 20 years’ experience working with middle market and mid-corporate clients in a variety of industries, including consumer products, food production, construction-related supply, transportation & logistics and nonprofit. Bill and his team support their customer’s organic growth and M&A financing needs by customizing a broad range of Umpqua Bank’s lending and overall banking capabilities to meet their specific needs over time.
Bill is a graduate of the University of Vermont, earned an MBA from the University of Washington Foster School of Business and is also a graduate of Pacific Coast Banking School. Originally from the east coast, Bill and his family have called Seattle home for 30 years.

ROUND 1: Semi-final round, intra-state (Oregon)

 

BRENDAN GUTIERREZ MCDONNELL

Brendan Gutierrez McDonnell is the administrative partner of the K&L Gates Portland office and serves on the firm’s management committee. Mr. McDonnell counsels companies on a variety of everyday business issues including advice on securities laws, corporate laws (including director and officer duties), executive compensation plans and general corporate contracts. He has worked with clients at every stage of development, from initial formation to Fortune 1000 status. Mr. McDonnell has been listed since 2008 as a leading corporate/M&A lawyer in Chambers USA and since 2012 in the Best Lawyers in America guide for Corporate Law.

 

DOUGLAS K. ADLER

Doug is CFO of Atmosera, responsible for finance, accounting, capital raising, M&A and procurement of the company. Doug joined Atmosera with more than 20 years of experience as a key strategic and financial advisor to a variety of high growth technology and telecom companies. Doug’s leadership experience, financial acumen and capital markets expertise complement Atmosera’s long-term growth objectives and made him an outstanding choice for the company’s next stage of development. Doug spent 14 years as a Managing Director of Investment Banking at TD Securities in New York where he co-founded and co-lead their mergers and acquisitions practice in the telecom, media and technology sectors. More recently, Doug spent six years as the Managing Partner of Tusten Advisors, a New York based consulting and financial advisory services firm for high-growth businesses. Doug has structured and raised over $27 billion in debt and equity capital and advised on $8 billion in acquisitions over the course of his career.

 

MICHAEL ROMPA

Mike Rompa is the managing shareholder of Geffen Mesher, a Portland-based accounting firm, focusing on providing ongoing financial strategy, accounting and CPA services for individuals, businesses, and non-profit organizations. Mike began his career as a staff accountant with the national accounting firm of Laventhol & Horwath in 1988 and has continued with the Oregon successor firm of Geffen Mesher. Throughout his career, he has worked with a diversified number of industries and businesses, providing accounting, tax and consulting services to his clients. He specializes in managing accounting, auditing and tax engagements for clients in the real estate, professional services, transportation, manufacturing, forest products, and software development industries. In 2006 Mike became Geffen Mesher’s Managing Shareholder; in this role he works closely with the firm’s leadership and marketing staff to develop effective service and marketing strategies for the firm.

 

WAYNE MARSCHALL

Wayne Marschall is the CFO for The Stoller Group which includes the operating companies of Express Employment Professionals, Xenium Resources and Stoller Family Estate. His responsibilities include Finance, Accounting, IT, Risk Management, Legal and Real Estate. He has a diverse background which includes senior finance roles in several sectors including technology, consumer products, professional services, petrochemicals and investment management. Wayne spent 21 years with Shell Oil in refining and petrochemicals businesses in the U.S. and was an expatriate for a U.K. based Shell business unit for 3 years as CFO. Wayne holds a BSBA in Finance from Northeastern University and an MBA from George Fox University. He is active in the Portland business community as a Past President of the Portland Chapter of Financial Executives International and serves on the Board of the Evergreen Aviation and Space Museum.

 

TIM JONES

Tim Jones is an Executive Vice President for the Commercial Banking Division at Umpqua Bank.  Prior to assuming the leadership of Commercial Lending in 2013, Tim served as the Commercial Banking Executive for Northern California where he led the successful launch of the Business Banking Division while also providing executive leadership to the company’s Government Guaranteed Lending activities.   Tim has been highly recognized within Umpqua Bank during his career with the company.  This recognition includes Commercial Banking Center Manager of the Year in 2005 and the first ever recipient in 2009 of the CEO Award for Executive Leadership.

Tim is a 30-year career banker, having spent the first seventeen years of his career at Bank of America (Sacramento, CA) and the last 14 years with Umpqua Bank. Tim earned a Bachelor of Science in Business Administration/Finance from California Polytechnic State University, San Luis Obispo.  Tim serves on the Board of Directors for the Boys & Girls Clubs of Portland Metropolitan Area.  He and his wife live in Portland, Oregon.

ROUND 2: Final round, inter-state

 

Stephen Babson

Stephen is the Managing Director of Endeavour, a Northwest-based private equity group.  Stephen serves on the boards of several Endeavour portfolio companies including ESCO Corporation, Zoom+, New Seasons Market, Bristol Farms, Vigor Industrial, Genesis Financial Solutions, USNR and Pacific Market International.  Before joining Endeavour in 2002, Stephen was the Chairman of Stoel Rives, one of the largest law firms in the Pacific Northwest.   Stephen also serves on the board of Columbia Sportswear Company and Pendleton Woolen Mills, and is a former board member of Roseburg Forest Products.  Stephen has a B.A. from Stanford University, a J.D. from Stanford Law School and an MBA from the Stanford Graduate School of Business.

Ron Howard

Ron Howard has been an active entrepreneur in the Northwest since graduating at the top of his class at OSU in Civil Engineering Management and spending his early career at Bechtel Power Corp. Ron joined the family firm Ivy Hi-Lift and under his ownership and management, grew the company to be one of the largest scaffolding and equipment rental companies in North America. Upon retiring from Ivy Hi-Lift, Ron invested in several closely-held companies in the Northwest, including being the Chairman of the Board and major shareholder of Bow Tech (sold to Savage Arms) and a shareholder in West Main Rentals (sold to United Rentals). Current business holdings and positions include being the managing member of Hop Valley Brewing Co., LLC; as well as being a shareholder in Owen Equipment Company in Portland; Metro Quip in Boise; ESA Sign and Awning in Eugene; Beaver Marsh Properties in Ashland; Floor Guys LLC in Eugene, and several other business investments throughout the Northwest.

Tory Nixon

Tory is Executive Vice President, Head of Commercial Banking, Umpqua Bank. Tory oversees Umpqua Bank’s commercial lending division, focusing specifically on commercial and industrial lending in the middle-market segment. Previous to his role at Umpqua, Tory served as division president and managing director for California Bank & Trust in California. Tory also served as the executive vice president and COO for the San Diego International Sports Council. Tory played for the San Francisco 49ers from 1985-1989 and was a member of the Super Bowl XXIII Championship team. He received his MBA from the University of Southern California.

Diane Fraiman

Diane Fraiman serves as a Partner with Voyager and focuses on software and digital media investments in the Pacific Northwest. With over 30 years of technology company experience in leading marketing, strategy and business development, Diane works with startups in the enterprise software, Internet/mobile/social, and security software industries throughout the West Coast.

Diane was previously SVP of Marketing and Business Development for Sanctum, a VC-backed startup providing Web application security software and Vice President of Worldwide Marketing for the database company Informix Software, both based in Silicon Valley. Prior to her move to Silicon Valley, Diane was VP of Marketing for Tektronix in their Video and Networking Division and a marketing executive with Sequent Computer. She previously spent 16 years in sales and marketing roles at Digital Equipment Corporation in the US, Europe and Asia Pacific.

Diane is on the boards of Act-On Software, Stackery, TiE Oregon, University of Oregon Seed Fund Advisory Board, the Oregon State University Advantage Accelerator, and Providence Child Center. She is also a board observer of Chirpify, Lytics, SheerID, and Ubix. She graduated with a Bachelor’s degree from Vanderbilt University in Biomedical Engineering, and received an Executive MBA from Insead in Fountainebleau, France.

Bruce Cazenave

Bruce Cazenave joined Nautilus, Inc. as CEO in May 2011 and was elected to the company’s Board of Directors. Prior to joining Nautilus, Bruce served in senior executive roles with a number of branded consumer companies including Black & Decker, Timberland, and Dorel Industries. Most of Bruce’s recent experience has been focused in the area of turning around and building consumer durable companies. A large part of these efforts has been building innovation and product development focus into companies while also improving operational efficiencies and costs.

Since Bruce joined Nautilus, the company has returned to growth and profitability, after losing over $100 million during the 2007 through 2010 period to positive operating income over $50 million last year. As a result, Wall Street has taken notice, as the share price and market cap of the company has increased over 600% during this period. Nautilus has been recognized as the top performing stock in the sports and lifestyle industry in 2012, 2013, and 2014. Nautilus was also recognized as No. 23 on the Fortune Fastest-Growing Companies List in 2015. In 2014, Bruce was awarded the Portland Business Journal’s CEO of the Year – Manufacturing Sector and was a finalist for the 2016 Ernst & Young Entrepreneur of the Year Award for the Pacific Northwest region. Bruce has a master’s degree from George Washington University and an undergraduate degree from Johns Hopkins University. Originally from New Orleans, Bruce grew up in Latin America and spent most of his career on the East Coast and in the Midwest as well as several years in Europe.

Jennifer Hare

Jennifer Daquiz Hare is an Executive Director at J.P. Morgan and leads the firm’s Commercial Banking Technology practice in the Pacific Northwest.  She works closely with innovative and fast-growing technology companies in the software, hardware, semiconductor and internet digital media sectors. With over 25 years of banking experience, Jennifer previously managed portfolios spanning a spectrum of industries including technology, life sciences, manufacturing, retail and professional services.  She also spent time in the technology sector serving in senior product management and corporate development positions at Microsoft and AT&T Wireless.

Jennifer earned an MBA from the Albers School of Business at Seattle University and a BA in Political Science from the University of Washington.  Jennifer is actively involved in the Seattle community, serving on the board of Powerful Schools before it was acquired by the YMCA and as a mentor and speaker for Seattle Startup Week.  She holds Series 79 and Series 63 securities licenses.

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