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Resource Guide

ACG Cup Northwest Committee

DOUG ADLER
Judge Coordinator

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

DEBRA FINKELNBURG
Misc.

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

BRAD STRICKLIN
Chair

Mergers & Acquisitions
Bracken Lane Partners
Portland, Oregon
BradStricklin@BrackenLanePartners.com
541-680-5356

LEE KOEHN
Keynotes, Judges

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

OLIVIA KOWALSKI
Liaison Coordinator

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

MARIA OlIVARES
Website Administrator

Ideagility
Portland, Oregon
maria.olivares@ideagility.com
(800) 496-1698

JASON BOLT
Registration

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

STEVE ROSVOLD
Misc.

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

Hosting/Supporting Organization Leaders

ACG Portland

Eric Balentine

Audit Partner
Moss Adams LLP

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

Suzanne Hanifin

Talent Search
Acumen Executive

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

ACG Seattle

Lisa Clarke

E78 Partners
Executive Managing Director

Seattle, Washington
(206) 664-8831

FEI – Portland Chapter

Cari Thomas
CFO

Quatris Healthco

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

WASHINGTON SCHOOLS

Samantha Buhr

University of Washington
sbuhr@uw.edu
(206) 543-5803

Eugene Sivadas

University of Washington, Tacoma
sivadas@uw.edu
(253) 692–4707

PETER BROUS, Ph.D.

Professor of Finance
Albers School of Business and Economics
Seattle University
Seattle, Washington
(206) 296-5719
pbrous@seattleu.edu

Leong Chan

Pacific Lutheran University
chanla@plu.edu
(253) 535-7330

MIRJETA BEQIRI, Ph.D.

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

Danielle Xu

Gonzaga University
xu@gonzaga.edu

Donna L. Paul, Ph.D.

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

Susan He

Washington State University
yijun@wsu.edu

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

OREGON SCHOOLS

JOHN LUNDQUIST

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

JONATHAN KALODIMOS, Ph.D.

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

JULIE HACKETT

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

Brian Adams

University of Portland
adamsbr@up.edu
(503) 943-7109

Chengping Zhang

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

ACG Cup Northwest University Campus Liaisons

WASHINGTON SCHOOLS

Samantha Buhr

University of Washington
sbuhr@uw.edu
(206) 543-5803

Oliver Enquist

Seattle University
oliver@chinookadvisors.com
(425) 248-1438

PACIFIC LUTHERAN UNIVERSITY

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

Leif Drathman

Gonzaga University
ldrathman@lakeside-capital.com
(253) 549-8838

Michael McIntyre

Gonzaga University
michael@chinookadvisors.com
(206) 790-1433

WASHINGTON STATE UNIVERSITY

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

SEATTLE PACIFIC UNIVERSITY

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

OREGON SCHOOLS

UNIVERSITY OF OREGON

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

OREGON STATE UNIVERSITY

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

PORTLAND STATE UNIVERSITY

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

GEORGE FOX UNIVERSITY

Luke Thompson
Associate, The Mountain Group LLC
lthompson@mtngroup.net
(503) 438-5282

ACG Cup Northwest 2022 Judges

Judge Coordinator

DOUGLAS K. ADLER


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.

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.

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.

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.

JT HUTCHINSON

I am currently leading PNC’s expansion in the Pacific Northwest, based in Portland, Oregon. My background includes several years of credit products & capital markets origination experience, in addition to consulting on operational treasury and risk management strategies for the public & private sectors. My team and I are focused on delivering business (succession) strategy, capital structuring, and treasury solutions to middle market and large corporate companies in Oregon, SW Washington, and Idaho.
I attended undergrad at the University of Pennsylvania, receiving a Bachelors in Economics, Philosophy, and Political Science. For post-graduate work, I earned an M.B.A. from the Villanova University School of Business.
I have the pleasure of participating in several volunteer activities, including serving on the board of the Portland Business Alliance, Sport Oregon, and Social Venture Partners – Portland. Prior to arriving in Portland in 2020, I served as a Champion fund raiser for Emily’s Entourage, a charity that provides research funding for rare mutations of cystic fibrosis, while also participating as a mentor for Philadelphia Reads, an organization whose focus is to help to strengthen the literacy skills of Philadelphia’s youngest and neediest school children.

SEAN MAIER

Sean holds a bachelor’s degree in business administration with dual concentrations in finance and entrepreneurship from the University of Washington Foster School of Business.

Sean is currently a Senior Associate for Meridian Capital. He enjoys seeing his work have a positive impact on his clients’ businesses. Prior to Meridian Capital, Sean worked at Exvere, a Seattle-based mergers and acquisitions advisory firm. He also gained experience through a year-long internship with Ignition Partners, an early-stage enterprise software venture capital firm.

Sean played for and captained the men’s club lacrosse team at the University of Washington. In his spare time, he enjoys going to the gym, golfing with friends, reading, cooking, and watching the Seahawks and Husky football games.

CALEB PILLING

Caleb Pilling joined Geffen Mesher in 2007 as one of the firm’s first interns, working in both the assurance and tax departments during his first three years with the firm. Although working in both departments provided valuable experience for serving his clients, Caleb knew where his passions were and transitioned into providing full-time assurance services to clients in the manufacturing, distribution, construction, and real estate industries.

Caleb shifted his focus again in 2016 when he worked with Raymond Cheung to co-found the firm’s mergers and acquisitions advisory services group, where he now spends most of his time advising clients through transactions. What began as a practice helping existing clients in the Pacific Northwest, has grown into a thriving practice advising clients internationally. He currently serves as co-chair of this group and has advised clients through deals totaling over $350 million.

As a native Oregonian, Caleb is highly involved in serving his local community through volunteer work for Accounting Aid for Fraud Victims (AAFFV), an Oregon-based nonprofit providing forensic accounting services to elder victims of fraud abuse. He also served as Treasurer for the Oregon Entrepreneurs Network (OEN), helping further the state’s economic development and business environment. When not in the office or volunteering, Caleb may be found outdoors with his family enjoying the Oregon coast and mountain biking the Cascades or rooting for the Oregon Ducks and Timbers.

RICHARD CABRERA

Mr. Cabrera is a Professional Engineer with over 40 years of experience in the fields of Civil, Transportation and Traffic Engineering, and Forensic Engineering. His practice currently focuses on providing Transportation Safety consulting services to legal, insurance, governmental and corporate clients throughout the United States. Specific areas of expertise include roadway design, traffic control device uses, highway work zone temporary traffic control, vehicle collision reconstruction, vehicular dynamics, vehicle damage, speed analysis, nighttime visibility, roadway drag factors, reaction times, and computerized crash simulation. Mr. Cabrera’s experience has been acquired over three decades of providing professional engineering services to the Florida Department of Transportation (FDOT), County and municipal governments, and private clientele.

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