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

Business Valuation Manager
Jones and Roth
5635 NE Elam Young Parkway
Suite 100
Hillsboro, OR 97124
bolt.jason@gmail.com
(503) 648-0521

Hosting/Supporting Organization Leaders

ACG Portland

Bill Etheredge
Principal

WCE Consulting Group
wileth@gmail.com
503-475-6079 (C)
503-673-0297

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

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

ACG Cup Northwest Judges

Note to 2017-18 Teams: Watch this space for the latest. New competition judges will be announced soon. Listed here are our esteemed judges from the 2016-2017 competition.

Practice Round, Intra-School (No Judges)

 

ROUND 2: Semi-final round, intra-state (Washington)

SCOTT STAFF
Scott is a senior business development executive at Perkins Coie, the largest law firm in the Pacific NW. He has also served as a managing director of the private equity firm, Brentwood Associates. He earned his BA and JD from Lewis and Clark College and was Lewis & Clark’s Vice President between 1997-2004.

BRENT BEARDALL
Brent is President and Chief Banking Officer of Washington Federal, the largest bank headquartered in the State of Washington. It was recently announced that he will be appointed CEO on April 1, 2017. Brent, age 45, joined Washington Federal in 2001 as Controller after serving as Audit Manager with Deloitte & Touche for three years. In 2003, he was promoted to Chief Financial Officer and joined the executive management committee. In March 2014, Brent became Chief Banking Officer responsible for all client-facing activities and in July of 2016, he was named President. Brent is a Certified Public Accountant. He earned a B.S. degree in accounting and an MBA at Brigham Young University. In 2013, he completed the Stanford University Graduate School of Business Executive Program and currently serves on the board of the YMCA of Greater Seattle.

ROB GRIEBEL
For the past 8 years Rob has been responsible for leading sales teams at Winshuttle, an enterprise software company based in Bothell, WA. Prior to Winshuttle, Rob was co-founder and president of Kearen Corporation, a data visualization software company. Rob has also served as vice president of sales at both Noetix and Access360 where he scaled and led sales teams to significant growth. Early in his career Rob held various sales and technical positions at Oracle Corporation and The Boeing Company. He earned a Bachelor’s degree in Industrial Engineering from the University of Washington.

DANIELLE BURD
Danielle served as executive vice president, commercial bank regional executive in Washington State for Umpqua Bank from November 2009 to August 2016. Throughout her tenure, she oversaw the bank’s delivery of commercial banking products and services and was responsible for expanding Umpqua’s commercial presence in the Pacific Northwest and Western Washington region.

Danielle has 23 years of banking and business leadership/turnaround experience in a variety of fields including… 10 years with Bank of America and its predecessors, serving in both retail and commercial banking. Prior to leaving Bank of America, Danielle served as SVP and Commercial Banking Team Leader for BofA’s northern 5 counties of WA State. Before coming to Umpqua Bank, Burd was president and CEO of Legacy Logistics LLC, in Anchorage, Alaska. Her experience also includes serving as interim general manager for McEvoy Oil Company in Bellingham, Wash., where she successfully turned around and merged the company’s Fuel Source subsidiary investment. Prior to McEvoy Oil, she founded Dreamvision Productions, LLC, a television/video production company producing content for national broadcast, corporate projects, and local non-profit organizations.

A native Washingtonian, Danielle earned her Bachelor of Arts in international business from Seattle University and served from 2011-2014 as a mentor for SU Albers School of Business MBA program. Passionate about volunteerism, Danielle is the Board Chair Emeritus for Junior Achievement of Washington, previously volunteered internationally with Mother Teresa, and as a wish grantor for Make a Wish Foundation.

MAY McCARTHY
Since 1982, May has helped to start and grow seven successful companies in a variety of industries to as large as 250 employees and over $100 million in annual revenues. And, she has worked for Fortune 500 companies like Johnson & Johnson and Boeing in sales and capital equipment purchasing, contracting, and barcode logistics design. May has had several successful exits in her businesses and is an active Angel investor who is a member of WINGS and the Puget Sound Venture Club.

She is the Advisory Board Chairperson for Seattle University’s Innovation & Entrepreneurship Center, judge and mentor for the Business Plan Competition at Seattle University, and serves on boards for business, philanthropic, and arts organizations. She is a highly sought after guest university lecturer and professional speaker sharing successful business development and entrepreneurial strategies to accelerate growth and increase profits. May is the best-selling author of The Path to Wealth; Seven Spiritual Steps for Financial Abundance and travels the world teaching audiences a simple routine to prime their brains for success. May graduated from The Albers School of Business at Seattle University and has been selected as the Seattle University Alumna of the Year for 2017.

ROUND 2: 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.

LEE KOEHN
Lee has over thirty years of experience in executive selection, human resources and business management. In 1978, Mr. Koehn founded his own executive search company dedicated to providing the finest in retained executive search services to companies and organizations located throughout the United States. Since then he has successfully conducted national searches for C-Level Executives and Board of Director positions. Prior to starting his own search firm, he was a Vice President; Human Resources for a Northwest based Fortune 500 Corporation. He is co-founder and past President of the Columbia Willamette Chapter of the Association for Corporate Growth. Mr. Koehn has served on the Board of Directors for three Oregon companies, Quiktrak, Tyfone and ID Experts. He received his BS degree from PSU and attended OSU.

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.

CHRIS ULUM
Chris is a Business Development Executive with IBM. Prior to this role, Chris was President of Building Energy, an energy efficiency enterprise software company. Prior to that, he was a consultant and Entrepreneur in Residence at Oregon BEST. Chris served as the Chief Executive Officer of Agilyx Corporation for seven years, raising over $73 million in financing, and growing the company to 65 employees and $40 million in revenue and backlog. Prior to joining Agilyx, he worked for 10+ years in the high tech industry for IBM and Sun Microsystems. His career includes leadership roles in diverse industries, including wood products, printing and packaging and food processing. Chris holds a Bachelor of Science degree in Business Administration from Oregon State University and a MBA degree from the Duke University Fuqua School of Business.

GEOFF GILMORE, Ph.D.
Geoff is currently consulting on creativity, innovation and executive leadership practices via Extraordinary Systems, LLC, a company he established to advance “The Art and Science of Creating the Extraordinary”. He has worked with executive teams worldwide to facilitate their rapid learning and the rapid application of those learnings to achieve extraordinary record-breaking year-over-year results. Previously, Geoff was CEO and President of Climax Portable Machining & Welding Systems. Prior to Climax, he was the President & CEO of Electronic Controls Design, a pioneer in advanced thermal monitoring and analysis technology, and was the General Manager of Warn Industries’ Automotive Aftermarket Division and Industrial Products Division.

Geoff holds a Doctor of Philosophy in Systems Science from Portland State University, a Master’s in Business Administration from the University of Portland, a Bachelor’s of Science in Chemical Engineering and a Bachelor’s of Science in Metallurgical Engineering both from the University of Idaho.

ROUND 3: Final round, inter-state

Stephen Babson (Oregon)

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 Endeavor 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.

Phyllis J. Campbell (Washington)

Phyllis is the Chairman, Pacific Northwest, for JP Morgan Chase & Co.  Phyllis is the firm’s senior executive in Washington, Oregon and Idaho.  Previously, Phyllis was the President/CEO of The Seattle Foundation, the largest community foundation in Washington.  Prior positions included President/CEO of U.S. Bank of Washington.  She is the lead independent director for Alaska Air Group, serves on the Nordstrom Board of Directors and on the North American Diversity Advisory Board of Toyota.  Phyllis holds an MBA from the University of Washington’s Executive MBA Program and a B.A. in Business Administration from Washington State University.

Christopher R. Hebble:  (Neutral):

Chris is a Managing Director in Houlihan Lokey’s Capital Markets Group at the firm’s Los Angeles office with an emphasis on raising both debt and equity capital for restructurings, refinancing, acquisitions, leveraged buyouts and growth capital initiatives.  Prior to rejoining Houliah Lokey in 2015, Chris was a Managing Director at Cerberus Capital Management and a principal at Caltius Mezzanine Partners in Los Angeles.  Chris was a Vice President at Houlihan Lokey from 2000 to 2004.  Chris holds a B.S. from the University of Pennsylvania and a MBA in Finance from the Marshall School of Business at the University of California.  Chris is the ACG Cup Chair for ACG Los Angeles and has the distinction of originating the ACG Cup program nationally for ACG  and for writing the case each year that is used by the ACG Chapters holding MBA team competitions around the country.

Tory Nixon (Oregon)
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.

Mark Morris (Washington)

Mark is a partner in Blue Point Capital Partners, a private equity firm that partners with entrepreneurs and management teams investing in and growing lower middle-market companies.  Blue Point Capital Partners is based in Cleveland, Ohio and Mark has managed the Seattle office since 1997.  Previously, Mark spent time in a variety of groups within KeyCorp including Structured Capital Markets and Investment Banking.  Mark serves as a director for two of Blue Point Capital Partners’ portfolio companies, Russell Food Equipment in Canada and Selmet in Albany, Oregon.  Mark graduated with a B.S. in finance from Miami University and currently serves on the Miami University Farmer School of Business Finance Advisory Board.  Mark is also a Board member of ACG Seattle.

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