Resources

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Resource Guide

ACG Cup Northwest Committee

DOUG ADLER

Tusten Capital
Beaverton, Oregon
douglaskadler@gmail.com
(503) 671-1882

DEBRA FINKELNBURG

VP, Commercial Relationship Manager
Umpqua Bank
Portland, Oregon
debrafinkelnburg@umpquabank.com
(503) 819-8432

BRAD STRICKLIN
Co-Chair

Equity Capital Markets
Umpqua Bank
Portland, Oregon
BradStricklin@umpquabank.com
(503) 219-6115

LEE KOEHN

President
Lee Koehn Associates
Lake Oswego, Oregon
koehn@lkassociates.com
(503) 479-6094

CORDELL BERGE

Acquisitions Northwest, Inc.
Portland, Oregon
cberge@acquisitionsnw.com
(503) 351-6870 (cell)

OLIVIA KOWALSKI

Chartwell Financial Advisory, Inc.
Portland, Oregon
olivia.kowalski@chartwellfa.com
(503) 416-4425

DAVE PORTER
ACG Portland Board Coordinator

Shareholder
Geffen Mesher
Portland, Oregon
dporter@gmco.com
(503) 221-0141

HALEY PATTON
Website Administrator

Ideagility
Portland, Oregon
haley.patton@ideagility.com
(503) 341-3890

JASON BOLT

Vantage Point Advisors, Inc.
Portland, Oregon
jbolt@vpadvisors.com
(503) 243-7533

DILEEP KULKARNI

Expense Reduction Analysts
Portland, Oregon
dkulkarni@expensereduction.com
(503) 781-9367

STEVE ROSVOLD

Founder, CFO University
Vancouver, Washington
steve.rosvold@cfo.university.com
(360) 695-8605

Hosting/Supporting Organization Leaders

ACG Portland

BRAD GEVURTZ

D.A. Davidson & Co.
Portland, Oregon
bgevurtz@dadco.com
(503) 603-3060

KAREN SIEGLE
ACG Portland Exec. Director

Portland, Oregon
acgportland@acg.org
(503) 768-4299

ACG Seattle

Jim Barnyak, Regional VP
BNY Mellon

Seattle, Washington
(206) 664-8831

ACG Seattle

KARIN MARTINEZ
ACG Seattle Exec. Director

Seattle, Washington
karin@kdmanagement.net
(206) 524-5300

FEI – Portland Chapter

Cari Thomas
CFO

Quatris Healthco

FEI – Washington State Chapter

Cory Stewart
SVP

Washington Federal

Sponsors – Primary Contacts

Presenting Sponsor

Umpqua Bank

Lavonda Driskell
Portland, Oregon
lavondadriskell@umpquabank.com
(503) 219-6120

Gold Sponsors

Chartwell Financial Advisory, LLC

Olivia Kowalski
Portland, Oregon
olivia.kowalski@chartwellfa.com
(503) 416-4425

Geffen Mesher

Dave Porter
Portland, Oregon
dporter@gmco.com
(503) 221-0141

PNC Bank

Brian Stewart
VP, Director of Client/Community Relations
Portland, Oregon
brian.stewart@pnc.com
(503) 319-1629

Stoel Rives LLP

Steve Hull
Business Development Coordinator
Portland, Oregon
steven.hull@stoel.com
(503) 224-3380

Sarah Mooney
Business Development Coordinator
Portland, Oregon
sarah.mooney@stoel.com
Office: (503) 294-9368

University Program Coordinators

JONATHAN KALODIMOS, Ph.D.

Assistant Professor – Finance
Oregon State University
Corvallis, Oregon
jonathan.kalodimos@oregonstate.edu
(541) 737-6027

JOHN LUNDQUIST

Program Manager for Lundquist College of Business
University of Oregon
Office: (541) 346-9234
jel13@uoregon.edu

JULIE HACKETT

School of Business
Portland State University
Portland, Oregon
Hackett2@pdx.edu
(503) 341-6474

KARA FICHTHORN

Director, Evening MBA Student Affairs
Foster School of Business
University of Washington
karafich@uw.edu
(206) 543-6027

PETER BROUS, Ph.D.

Professor of Finance
Albers School of Business and Economics
Seattle University
Seattle, Washington
(206) 296-6495
pbrous@seattleu.edu

MIRJETA BEQIRI, Ph.D.

MBA Programs Director
Gonzaga University
Spokane, Washington
beqiri@gonzaga.edu
(509) 313-3443

Randy Beavers, Ph.D.

Assist. Professor of Finance
School of Business, Government and Economics
Seattle Pacific University
Seattle, Washington
(206) 281-3523
reb@spu.edu

Donna L. Paul, Ph.D.

Associate Professor of Finance
Carson College of Business
Washington State University
Vancouver, Washington
(360) 546-9105

Chengping Zhang

Professor of Finance
George Fox University
Newberg, Oregon
(503) 554-2805
czhang@georgefox.edu

ACG Cup Northwest University Campus Liaisons

Olivia Kowalski
LIAISON COORDINATOR, OREGON & WASHINGTON

Senior Associate
Chartwell Financial Advisory, Inc.
Portland, Oregon
olivia.kowalski@chartwellfa.com
(503) 416-4425

GEORGE FOX UNIVERSITY

Luke Thomas
Associate, The Mountain Group LLC
lthompson@mtngroup.net
(503) 778-2197

UNIVERSITY OF OREGON

Robert Alexander
Huntington Business Credit
Portland, Oregon
robert.alexander@huntington.com
(503
) 577-7704

Curtis Lloyd
Umpqua Bank
Portland, Oregon
curtislloyd@umpquabank.com
(971) 544-1073

PORTLAND STATE UNIVERSITY

Jake Shafer
CFO
The Partners Group
Portland, Oregon
jake@tpgrp.com
(503) 726-5726

OREGON STATE UNIVERSITY

Brad Stricklin
Equity Capital Markets
Umpqua Bank
Portland, Oregon
BradStricklin@umpquabank.com
(503) 219-6115

UNIVERSITY OF PORTLAND

Eli Saldivar
Investment Banking Analyst
Umpqua Capital Markets
Office: (971) 544-3837
Cell: (971) 645-1750
EliSaldivar@UmpquaBank.com

UNIVERSITY OF WASHINGTON

Joel Graves
Business Program Manager
Microsoft
Seattle, Washington
joeldgraves@gmail.com
(206) 623-0180

Daniel Charbonneau
Senior Staff Engineer, Commercial Field Service
GE Aviation
daniel.r.charbonneau@gmail.com
(206) 327-0867

WASHINGTON STATE UNIVERSITY

Steve Rosvold
Founder, CFO University
Vancouver, WA
steve.rosvold@cfo.university.com
(360) 695-8605

SEATTLE UNIVERSITY

John O’Dore
Principal, Managing Director
Chinook Capital Advisors
Kirkland, Washington
John@ChinookAdvisors.com
(425) 985 – 7617

PACIFIC LUTHERAN UNIVERSITY

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

University of Washington, Tacoma

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

GONZAGA UNIVERSITY

Jerry Reed, CFO
Lakeside Capital Group
Spokane, Washington
jerry@thinklakeside.com
(509) 474-1928

SEATTLE PACIFIC UNIVERSITY

Stephan Coonrad
K&L Gates
Seattle, Washington
Stephan.coonrod@klgates.com
(206) 623-7580

ACG Cup Northwest 2020 Judges

Judge Coordinator

DOUGLAS K. ADLER


Semi-Final Rounds

KATE JOHNSON

Kate Johnson is CEO of Act-On Software, a marketing automation software provider focused on helping companies in the mid-market reach the right buyers, convert more leads and grow revenue.  Kate oversees all functions within the company, with a heavy focus on building a world class team, growing profitably and defining the strategic direction.  Prior to becoming the CEO, Kate served as the CFO of Act-On for 3 years and has over 20 years of progressive experience in executive and financial leadership roles in both large public and smaller private technology companies.

ADAM HARRINGTON

Adam is a Managing Director at pHpartners, focused on providing M&A and capital raising services for middle market clients. Adam also leads pH Capital Partners, pHp’s merchant banking division. Adam is based in Portland, Oregon. Adam has over 15 years of experience advising companies of various stages of growth. He has deep experience in the technology, financial technology, consumer and retail and business services sectors. In addition, he has worked with many closely-held, family-owned businesses in transition.

Prior to pHpartners, Adam covered the Pacific Northwest region for Wells Fargo Securities’ Middle Market Investment Bank. Previously, Adam worked at Financial Technology Partners where he was an execution banker for one of the nation’s leading verticalized boutique M&A firms. Adam began his investment banking career in the Technology Group at Banc of America Securities. Prior to his investment banking career, Adam worked at Silicon Valley Bank, executing venture debt transactions for leading emerging technology and life sciences companies.

BEN ERTISCHEK

Benjamin Ertischek is an executive with more than 20 years of responsibility for Leadership, Strategy, Finance, Accounting, IT Systems & Applications, Product and Business Development, Ben thrives on building businesses by nurturing ideas and people working in collaborative teams. His passion and commitment to evolve ideas, develop people and build successful businesses is second only to his ability to think outside the box, challenge the status quo and cast a vision for what can be. In addition to operating roles leading companies, Ben has deep experience in raising equity funding and completing both buy side and sell side M&A. He has had significant M&A roles from Director of M&A at Xerox to leading many of the many activities at Viewpoint and MediaShift Technologies as CFO. Ben has also run a boutique consulting firm providing M&A advisory services to companies and private equity firms.

BRENDAN MCDONNELL

Brendan Gutierrez McDonnell is an equity partner at global law firm K&L Gates LLP. Brendan served as the Portland office managing partner for eight years, and also served on the firm’s Management Committee for seven years. He is a current member of the firm’s IDEA Group, an internal committee that assists in advancing the firm’s strategic priority of embracing innovation to drive value, and serves as the Portland office recruiting partner. He is a forward, visionary thinker, solving legal and business issues affecting public and private growth companies. Brendan is on the leading edge of ushering disruption into the traditional practice of law by leveraging technology, including artificial intelligence, to more efficiently serve his clients.

Brendan regularly counsels corporate clients on mergers and acquisitions and public and private financings, including private equity and venture capital transactions. He also advises 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 100 status. Brendan’s accounting background affords him an advantage in understanding his clients’ business and financial objectives. He works directly with his clients to implement tailored solutions to their complex business problems. Brendan received his J.D. from University of California, Davis School of Law, and his B.S. from Loyola Marymount University.

TOM O’KEEFE

Tom is an executive leader with extensive experience in sales, marketing, data and analytics. He has led operations and sales at both product and services companies, public and private. He has repeatedly reset businesses, and consistently delivered new and sustained growth by building high-performing teams while creating an environment for collaboration and challenge. He offers unique expertise in executive leadership, organizational design, financial planning, product strategy and vision, sales and operations. His acute understanding of organizational enablement for transformation and growth has consistently delivered an outstanding return to investors and his teams.

Tom works with a number of private equity and venture funds as a consultant, operating partner, and investor. He has been an active member of the community through his work with SMART (Start Making a Reader Today), the Tech Association of Oregon, Lincoln High School, the Multnomah Club, and as a past Trustee at the Oregon College of Art and Craft. He and his wife Tori have lived in Portland for over 25 years and is the father to three active young adults.

Education includes a BS in Finance from West Virginia University and an Innovation Certification, Executive Education at MIT Sloan School of Management.

PATRICK RINGLAND

Patrick Ringland is a principal owner of Meridian Capital and a Managing Director leading the firm’s Technology industry group and overseeing the Business Services and Telecom practices.

Over the course of his career as an investment banker and economic and financial consultant, he has advised clients across an assortment of industry segments, including technology, biotech, pharmaceutical, media, and telecommunications. He has successfully advised Fortune 50 companies and privately held businesses and entrepreneurs on a variety of sell-side and buy-side, recapitalization, growth equity, and strategic advisory assignments.

Prior to joining Meridian Capital, Patrick worked as a TMT investment banker with HSBC in London, was a financial and economic consultant with The Brattle Group in Cambridge, Massachusetts and at LECG in Chicago, Illinois,Patrick earned his MBA from the University of Chicago Booth School of Business and attend the University of Washington in Seattle earning a BS in Economics and a BA in Classical Studies.

CARI THOMAS

Cari Thomas has more than 20 years of financial and management experience, with a key focus on aligning organizations and managing risk in high-growth sectors. She is currently CFO at Quatris Healthco, where she oversees HR and the finance functions. There she prioritizes growing the people needed to thrive in a tumultuous healthcare environment, leveraging the most suitable technology to operate in a fast-paced and ever-changing market, and maintaining a fiscally sound firm. Within her first year, she co-led a NetSuite migration that has positioned the firm for continual growth and set up financial reporting systems to help the company optimize resources. Previously, as the CFO of Jibe Consulting, Cari played a key role in establishing an Indian subsidiary that allowed for local- and offshore-market growth. She also implemented an Oracle ERP system that transformed finance from a back-office player to a strategic front-office partner for our workforce. In her CFO capacity at Jibe, she won the 2013 CFO of the Year award, given by Portland Business Journal. Outside of work, Cari supports her senior finance peers as a board member and the past President of Financial Executive International Organization in Portland.

 


Final Rounds

STEPHEN BABSON

Stephen is the Managing Director of Endeavour, a Northwest-based private equity group. Stephen serves on the boards of USNR, Pacific Market International, OFD Foods, Pacific Star Communications, and Entek. 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.

TORY NIXON

Torran (Tory) Nixon serves as President for Umpqua Bank, a position he has held since May 2020. As President, he oversees all customer-facing banking divisions and focuses on creating a seamless, human digital customer experience across the company’s retail, home lending, wholesale, and wealth management business lines. He previously served as Umpqua Bank’s Chief Banking Officer from April 2018 to May 2020, Executive Vice President and Head of Commercial & Wealth from October 2016 to April 2018, and Executive Vice President/Commercial Banking from November 2015 to October 2016.

Before joining Umpqua Bank in November 2015, Tory served as Division President for the San Diego and Northern California Divisions of California Bank & Trust from April 2007 where he oversaw 50 commercial and community banking offices focused on middle-market banking, commercial real estate, private banking, and community banking. Prior to his banking career, Tory was a professional football player for the San Francisco 49ers and a member of the 1988 Super Bowl XXIII championship team. Nixon received his MBA from the University of Southern California’s Marshall School of Business and his B.S. degree in Business Administration (Finance) from San Diego State University. He is also a graduate of Pacific Coast Banking School.

DOUGLAS K. ADLER

Doug is a strategic financial and operational leader with a keen ability to drive value.  He currently runs Tusten Advisors, a consulting and financial advisory services firm for high-growth businesses. Recently, as CFO of Atmosera, a leading Microsoft Azure Cloud Hosting and Architecture company, he was 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 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 and their Equity Capital Markets business. 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.  Doug is the President of the Financial Executives International (FEI) Portland Chapter and is on the ACG Cup NW Committee.

KATE WINKLER

Kate is the CEO of Ruby Receptionists.  She has been in the technology sector for over 25 years having been a three-time CEO as well as a technology investment banker.  Kate joined 15-year old Ruby this past September as the first CEO to take over leadership of the company from its founder, Jill Nelson.  Prior to joining Ruby, Kate lead two high-growth, venture backed businesses to successful exits and also served as a senior technology investment banker at both Houlihan Lokey and Piper Jaffray where she helped over 75 companies build and capture over $4Bn in enterprise value.  Kate holds a B.S. in Business Administration from the University of Michigan.  Kate also holds FINRA Series 7, 63 and 79 licenses and started her career as a CPA.

When not at work, you can find Kate in a co-ed soccer game, climbing a 17,000-foot peak, wrapping up a 550-mile bike ride or adding another passport stamp to her collection that includes 60 countries.

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