2023 星际网赌 Strategic Leadership Forum & Annual Meeting (1 1/2 days) [NT]

Tracy Allen brings 20 years of public accounting experience focusing in the construction industry and currently leads Aldrich's construction group in Oregon. She provides attest work, consulting services such as cash-flow management, operational reviews, system and process reviews, as well as succession planning to her clients. Tracy is actively involved in helping the local and national construction industry. She has been a member of the Portland CFMA chapter for over 15 years and helped to co-write WIP 360 and Advanced WIP for CFMA National. She has taught locally and nationally for various construction associations. In addition, she has been recognized nationally by attending AICPA's Leadership Academy and locally by receiving the Daily Journal of Commerce 'Women of Vision' award for her role in shaping the construction industry in Oregon and southwest Washington and the Portland CFMA Chapter Founder's Award. Tracy has held several leadership positions with the Oregon Society of CPAs and is the 2023-24 Chair of the Board.

(3/27/23)

Geoffrey Dougall is managing partner at Dougall Conradie LLC in Portland. Geoff created the firm after nearly 11 years working in Dallas, Texas. Under his leadership, Dougall Conradie has focused on serving small business owners and creating a highly responsive firm to meet their needs and challenges. Geoff specializes in income taxes, business consulting and financial planning and appreciates being a small part of helping his clients manage, grow, and ultimately sell/transition their businesses. Geoff has been an 星际网赌 member since 2004.

(3/25/22)

(11/11/20)

Steven Fulmer has over 30 years experience in business with his first entrepreneurial adventure at the age of 16 when he started a real estate photography business. By 35 he was a VP in a software company where he joined as the second hire and played an instrumental role in growing the business from $300,000/yr. to more than $10 Million.

After more than 30 years,  Steven has honed his skills in public speaking, presenting, selling, teaching and coaching. He is passionate about developing tomorrow's personal and professional leaders.

He is a graduate of The Coaches Training Institute and past president ICF Oregon and is currently a member of the National Speaker's Association and the International Coach Federation.

(4/5/23)

Sherri McPherson, IOM, CAE, is President/CEO of the Oregon Society of Certified Public Accountants.

As chief staff of 星际网赌, and its membership of approximately 4,300 members, McPherson works with volunteers, professional staff and various stakeholders to represent, support, advocate and enthusiastically advance the Accounting profession. The Society's membership represents five generations, comprised of CPAs, prospective CPAs, prior CPAs, retired and life members, students, and beyond, in all phases of their diverse careers. 星际网赌 represents members located in Oregon, the Northwest, nationally and internationally as well as Oregon CPA firms. 

She joined the Society in 1981 and has held the position of President/CEO since 2011. She held several prior positions with the Society, including Director, Continuing Professional Education, and Vice President, Professional Development from 1989 to 2011. 

McPherson is a member and former Board member of Certified Public Accountants Society Executives Association (CPA/SEA) where she serves on several committees. She is also a Past President of Oregon Society of Association Management (OSAM), and a member of the American Society of Association Executives (ASAE). McPherson has served in leadership and volunteer roles on a variety of national CPA Society projects and committees. She is a former member of the Forbes Nonprofit Council (2016-2019) and previously served in a variety of local volunteer roles with Boy Scouts.

Mr. Anoop Natwar Mehta, CPA, CGMA, is the Chair of the American Institute of CPAs (AICPA).

Over his career, Mehta has served in several volunteer roles: the AICPA Board of Directors, the Association of International Certified Professional Accountants (Association) Board of Directors, the AICPA Business and Industry Executive Committee, the AICPA Political Action Committee and AICPA Council.

Currently he is the Chief Strategist for Analytical Mechanics Associates, Inc. (AMA). AMA has worked with government and commercial organizations solving the toughest engineering, science, and business problems. Mehta provides expertise in key areas of business development, strategic planning, and operational improvements across AMA.

Mehta stepped down as the president of Science Systems and Applications, Inc. (SSAI) in June 2021. In his role, he led the executive management team and oversaw the overall performance of the company. He had the day-to-day responsibility for managing, planning, and implementing strategic goals of the company. With more than 40 years of experience in government contracting, he actively supported NASA and NOAA programs in an executive management capacity for SSAI. Mehta joined SSAI in 1980 and helped the company to grow from a two-person company to more than 1,000. The company achieved profitability above target levels each year during his tenure.

Mehta was the Chair (2012-2013) of the Maryland Association of Certified Public Accountants (MACPA). He serves on the Government Contractors Committee for the MACPA and chaired the committee for two years (2001-2003).

Mehta is a former board member and past president of the Maryland Space Business Roundtable. He is also a seventh-degree Master Black Belt in Tae Kwon Do and has been teaching martial arts and operating a karate school for the past 35 years.

Mehta has a Bachelor of Science degree in Accounting from the University of Maryland, College Park. He also serves on the Board of Advisors for the University of Maryland's Robert H. Smith School of Business and Accounting and Information Assurance Department.

(3/15/23)

Nicole Palmateer Hazelbaker is a strategic communications expert with experience in government affairs, fundraising, campaign management and public relations. Nicole founded Bravio Communications in 2005 and serves a diverse client base in the pharmaceutical, social, and human services, public safety, technology, financial and corporate interests.

Prior to establishing Bravio Communications, Nicole served in various development and government relations roles with high profile national non-profits. She achieved a national presence for an at-risk youth mentoring program and revitalized local affiliates of a breast cancer advocacy group. She has managed government relations efforts, built comprehensive communications campaigns to raise brand awareness, crafted fund development campaigns and implemented legislative plans to build coalitions and secure funding. Bravio Communications is one of the only minority owned lobbying firms in Oregon and is a certified Oregon Minority & Women Owned Business Enterprise.

Nicole is known for her solid legislative relationships at the local, national, and federal levels. Whether the work demands passage or defeat of bills, appropriations, or coalition building, she advances her clients' agendas efficiently and effectively.

Nicole holds a Master of Business Administration with an emphasis in Public Relations and Communications from George Fox University as well as a Master's in Political Science from the George Washington University. Nicole, an adopted orphan from Latin America, is the sixth generation of her family to graduate from rural Elkton High School and remains active in the communities of Elkton and Salem, Oregon, where she currently resides.  

(3/9/22)

Selene L. Sullivan is managing partner at Principle Accounting PC. She is a Eugene native and she loves it. Selene attended Eugene Bible College, now known as New Hope Christian College. After receiving her CPA license, she became a partner to the business, merged, and helped create Principle Accounting (formerly HPBQ).

(4/26/23)