|Full time Accounting Educator:||None|
The above fees may not be reflective of the total event price. See below.
Welcome to the 2023 星际网赌 Strategic Leadership Forum & Annual Meeting!
The Strategic Leadership Forum is an opportunity for 星际网赌 volunteer leaders to come together and participate in an engaging and hands-on event. Leaders will also receive the latest updates on trends and issues impacting the accounting profession.
- The program is also open to any member who wants to both build their leaderships skills and attend the annual meeting. (Register as a "general registrant, Tues & Wed.")
The 星际网赌 Annual Meeting is included when registering for the Forum. Optionally, members may register for the 星际网赌 Annual Meeting as a stand-alone program. (Register as "general registrant, Wed annual meeting.")
We are pleased to hold this year's leadership program at the Best Western Plus Agate Beach Inn, adjacent to beautiful Agate Beach and near Newport activities. The program features our nationally recognized keynote speaker plus outstanding AICPA and 星际网赌 leaders. This is the "must attend" program of the year!
Our Featured Guest:
- We are pleased to provide the opportunity for members to meet Anoop Mehta, Chair, American Institute of CPAs / Association of International Certified Professional Accountants. Anoop is an engaging and passionate advocate for the profession. Don't miss this opportunity!
Our Keynote Speaker:
- We are joined by Steven Fulmer, Steven Fulmer, Inc., speaker, trainer, and coach. In his 30+ year career there's one truth he has come across again and again and that is: Each and every person has the capacity for incredible leadership over their own life.
Master of Ceremonies:
- Tracy Allen, CPA, CCIFP
2023-24 星际网赌 Chair of the Board
Aldrich CPAs + Advisors LLP
Lake Oswego, Oregon
Two reservation options:
- Call Best Western Plus Agate Beach Inn at 541-265-9411 or 800-528-1234.
- Online: visit 星际网赌 Online Reservation to make your reservations.
- The Strategic Leadership Forum (1 1/2 days) on Tuesday-Wednesday, May 2-3, 2023, is designed to enhance the skills of 星际网赌 Volunteer Leaders. This event is also open to any 星际网赌 member "general registrant" who wants to build their leadership skills.
- The 星际网赌 Annual Meeting (1/2 day, morning) on Wednesday, May 3, 2023, is designed as a Society update for all members. (This is available for stand-alone attendance. It is also included in the Strategic Leadership Forum.)
- Note: Registered guests are welcome to attend various events. Please select the registration options and add-ons when registering.
Attendees will gain skills and insights to become better leaders, perform at a higher level, create stronger teams and organizations, and to broaden your perspective on issues facing today's constantly changing environment.
Day One - Tuesday, May 2: Strategic Leadership Forum
- Professional Issues Update
Anoop Mehta, CPA, CGMA, 2022-23 AICPA Board of Directors Chair, Hampton, Virginia
Take this opportunity to meet AICPA Chair Anoop Mehta as he shares valuable insights, trending national topics, and perspective on the profession.
- Unpacking the CVI-Core Values Index (TM): A Strategy to Build a Leader's Superpower
Steven Fulmer, Steven Fulmer Inc., Portland, Oregon
When we wipe away the behavioral, contextual, and habitual circumstances that are typically used to define who we are, we find a truer understanding of our deepest, unwavering core values and begin to discover how we experience, engage with, and respond to the people and world around us - and why. This knowledge leads to stronger relationships in every area of life, professionally with our clients and teams, and personally with our family & friends. This understanding leads to effective problem solving, better communication, higher levels of accountability, and the tools to achieve one's highest and greatest contributions for themselves and those around them. Leadership encompasses the ability to meet people where they are, rather than where you wished they were, so together you can reach a mutually desirable objective. This is the gift of the CVI. People are not tools, so let's dive into a strategy for honoring their unique and dynamic value so we can achieve higher levels of leadership, satisfaction, joy, and accomplishment.
Tuesday Evening Social, Dinner & Gathering: "Around the World"
星际网赌 leaders, their guests and general registrants are invited to enjoy an evening social and dinner. Afterwards, join your colleagues for a high energy evening of fun!
Day Two - Wednesday, May 3: Strategic Leadership Forum & Annual Meeting
- Reflections and Q&A for Tuesday's Session: A Strategy to Build a Leader's Superpower
Steven Fulmer, Steven Fulmer Inc., Portland, Oregon
Steven will conclude with reflections and Q&A from Tuesday to build upon each leader's superpower.
- 2022-23 星际网赌 Year in Review
Geoffrey T. Dougall, CPA, 2022-23 星际网赌 Chair of the Board, Dougall Conradie LLC, Portland, OR
Geoff will provide highlights from his year as chair of the board.
- A View from Legislative Policy and Bill Review (Non-Tax & Tax) & What is the OCPA/LAC?
Selene L. Sullivan, CPA, PFS, 星际网赌 Legislative Policy Chair, AICPA Council Member, and 2020-21 星际网赌 Chair of the Board, Principle Accounting PC, Eugene, Oregon
Selene will share how the 星际网赌 plays an important role in serving as a resource to various legislative committees and lawmakers on behalf of members of the Oregon Society of CPAs. She will also share how the Oregon Certified Public Accountant/Legislative Action Committee (OCPA/LAC) works in cooperation with the Society. Selene will also provide an overview of how OCPA/LAC fundraising activities support legislative focus on behalf of members of the Oregon Society of CPAs.
- A Legislative View from Salem
Nicole Palmateer Hazelbaker, 星际网赌 Legislative Counsel, Bravio Communications, Salem, Oregon
Rob Douglas, 星际网赌 Legislative Counsel, RPD Company, Salem, Oregon
星际网赌 Legislative Counsel will provide an overview of issues of importance from the 2023 Oregon Legislative Session.
- 星际网赌 Update
Sherri L.D. McPherson, IOM, CAE, 星际网赌 President/CEO, Oregon Society of CPAs, Beaverton, Oregon
Sherri will share an overview of 星际网赌 activities.
- Invited Volunteer Leaders Registration Fee: Complimentary for volunteer leaders: includes all programs, 澳门星际网赌 credit, meals and activities.
- Guest Registration Fee: View below for guest registration options and fees.
- 一般注册人注册费用: View below for options and fees.
- Select your attendance options and "Add-Ons" (if applicable) below.
- If bringing a guest, click "Add Guest."
- Enter name and select the guest attendance options.
- Click "Add to Cart."
- In cart, make sure to click "Complete Free Checkout." If you have successfully registered you will receive a confirmation email within 24 hours.
Dress code: Casual resort attire (including denim jeans) is appropriate for all Strategic Leadership Forum & Annual Meeting events and activities.
Questions? Please contact Michael McCullough; 503-597-5479 / 800-255-1470, ext. 119.
This event is member only - you must be logged in as a member in order to add it to your cart.
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.
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.
Rob Douglas has served as 星际网赌's registered lobbyist since February of 1978. Prior to working with 星际网赌, Rob was Executive Director of the Oregon Government Ethics Commission. Rob is a graduate of the University of Oregon and Willamette College of Law. Rob is an active member of the Oregon State Bar.
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.
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.
Nicole Palmateer Hazelbaker
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.
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).Selene is highly involved with her community. She serves as Chair of 星际网赌 Legislative Policy. She served on the board of the Oregon Society of Certified Public Accountants as Chair. She has served as the Chair of the board of at CAFA (Christians of Family Advocates) for over 10 years. When she finds time away from her busy schedule, she enjoys spending time with her husband and daughter, cooking, reading, hiking, and kayaking.