Oregon Society of CPAs
Description
Address: 10206 SW Laurel St, Beaverton, OR 97005 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (503) 641-7200Category: : : : : : Place name: Website: : Website: https://www.orcpa.org/ Category: Non-Profit Organization Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.
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Oregon Society of CPAs Employees
Employee
Years
Job
Industry
Erin Mckalip, CPA Erin Mckalip, CPA's Oregon Society of CPAs Experience 2007 - 2008
Job IoT New Business Accounting Specialist at Intel
Industry Accounting
Experience
Intel July 2014 - Present
Sauvie Island Center June 2012 - Present
Bakery Bingo blog May 2011 - Present
Intel Corporation April 2012 - July 2014
Planar Systems February 2010 - April 2012
McCormick & Schmick's Seafood Restaurants January 2008 - February 2010
PricewaterhouseCoopers September 2007 - 2008
Oregon Society of CPAs 2007 - 2008
University of Oregon Investment Group May 2005 - June 2007
Skills
SEC filings, Journal Entries, Accounting, Financial Reporting, Microsoft Excel, Account Reconciliation, Process Improvement, General Ledger, GAAP, Auditing, Sarbanes-Oxley Act, Internal Controls
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2007
BS, Accounting
Drew University 2003 — 2005
Oreogn Episcopal School
Intel July 2014 - Present
Sauvie Island Center June 2012 - Present
Bakery Bingo blog May 2011 - Present
Intel Corporation April 2012 - July 2014
Planar Systems February 2010 - April 2012
McCormick & Schmick's Seafood Restaurants January 2008 - February 2010
PricewaterhouseCoopers September 2007 - 2008
Oregon Society of CPAs 2007 - 2008
University of Oregon Investment Group May 2005 - June 2007
Skills
SEC filings, Journal Entries, Accounting, Financial Reporting, Microsoft Excel, Account Reconciliation, Process Improvement, General Ledger, GAAP, Auditing, Sarbanes-Oxley Act, Internal Controls
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2007
BS, Accounting
Drew University 2003 — 2005
Oreogn Episcopal School
R. Dewey Burchell's Oregon Society of CPAs Experience March 2015 - Present
Job at
Industry Financial Services
Experience
Oregon Society of CPAs March 2015 - Present
Convergys Corporation November 2013 - February 2015
Cain Denture Centers January 2012 - February 2015
Evergreen Agricultural Enterprises, Inc. July 2013 - October 2013
Staples December 2011 - June 2013
Fred Meyer November 2010 - August 2011
George Fox University (IT Department) August 2007 - May 2010
The Talking Donkey Co February 2010 - April 2010
Ford Foundation 2006 - 2010
Willamette Family Treatment Services June 2009 - August 2009
Skills
QuickBooks, Accounting, Microsoft Excel, Leadership, Time Management, Accounts Receivable, Budgets, Customer Service, Payroll, Accounts Payable, PowerPoint
Education
George Fox University 2006 — 2012
BA, Accounting and Business Administration
Yamhill-Carlton High School 2001 — 2006
Honors Dipoloma, High School/Secondary Diplomas and Certificates
Oregon Society of CPAs March 2015 - Present
Convergys Corporation November 2013 - February 2015
Cain Denture Centers January 2012 - February 2015
Evergreen Agricultural Enterprises, Inc. July 2013 - October 2013
Staples December 2011 - June 2013
Fred Meyer November 2010 - August 2011
George Fox University (IT Department) August 2007 - May 2010
The Talking Donkey Co February 2010 - April 2010
Ford Foundation 2006 - 2010
Willamette Family Treatment Services June 2009 - August 2009
Skills
QuickBooks, Accounting, Microsoft Excel, Leadership, Time Management, Accounts Receivable, Budgets, Customer Service, Payroll, Accounts Payable, PowerPoint
Education
George Fox University 2006 — 2012
BA, Accounting and Business Administration
Yamhill-Carlton High School 2001 — 2006
Honors Dipoloma, High School/Secondary Diplomas and Certificates
Kenneth Larson's Oregon Society of CPAs Experience April 2013 - August 2013
Job Marketing Coordinator at Oregon Freeze Dry, Inc.
Industry Public Relations and Communications
Experience
Oregon Freeze Dry, Inc. August 2013 - Present
Oregon Society of CPAs April 2013 - August 2013
Oregon Society of CPAs May 2012 - April 2013
ShutterSight Photography July 2009 - September 2012
2011 Oregon International Air Show May 2011 - September 2011
Pacific University Office of Alumni Relations July 2009 - May 2010
Pacific University 2009 - 2010
Skills
Photography, Marketing, Sales, Design Consulting, Public Speaking, Blogging, Creative Direction, Dreamweaver, Press Releases, Facebook, Social Media Marketing, Social Media, Media Relations, Social Networking, Marketing Communications, Copy Editing, Public Relations, Advertising, Event Management, Editing, Copywriting, Google Analytics, Email Marketing, Video Editing, Graphic Design, Photoshop, Layout, WordPress, Newsletters, Event Planning, Flash, Marketing Strategy, Nonprofits, Adobe Creative Suite, Multimedia, Creative Writing, Content Strategy, InDesign, Journalism, Writing, Twitter, Microsoft Office, YouTube, Digital Marketing, Customer Service
Education
Pacific University 2008 — 2010
B.A., Media Arts
Portland Community College 2006 — 2008
A.A.O.T., Associate of Arts Transfer
Oregon Freeze Dry, Inc. August 2013 - Present
Oregon Society of CPAs April 2013 - August 2013
Oregon Society of CPAs May 2012 - April 2013
ShutterSight Photography July 2009 - September 2012
2011 Oregon International Air Show May 2011 - September 2011
Pacific University Office of Alumni Relations July 2009 - May 2010
Pacific University 2009 - 2010
Skills
Photography, Marketing, Sales, Design Consulting, Public Speaking, Blogging, Creative Direction, Dreamweaver, Press Releases, Facebook, Social Media Marketing, Social Media, Media Relations, Social Networking, Marketing Communications, Copy Editing, Public Relations, Advertising, Event Management, Editing, Copywriting, Google Analytics, Email Marketing, Video Editing, Graphic Design, Photoshop, Layout, WordPress, Newsletters, Event Planning, Flash, Marketing Strategy, Nonprofits, Adobe Creative Suite, Multimedia, Creative Writing, Content Strategy, InDesign, Journalism, Writing, Twitter, Microsoft Office, YouTube, Digital Marketing, Customer Service
Education
Pacific University 2008 — 2010
B.A., Media Arts
Portland Community College 2006 — 2008
A.A.O.T., Associate of Arts Transfer
Carmel Montgomery Carmel Montgomery's Oregon Society of CPAs Experience April 2005 - January 2010
Job Vocational Consultant Intern at Sound Vocational Services
Industry Professional Training & Coaching
Experience
Sound Vocational Services, Inc. October 2014 - Present
The Journey Itself May 2013 - Present
Providence Health & Services March 2011 - August 2013
Therapeutic Trainers Network April 2010 - October 2010
Galois, Inc. January 2010 - April 2010
Oregon Society of CPAs April 2005 - January 2010
Bottini Bottini & Oswald PC March 2004 - March 2005
Entercom January 2001 - May 2001
Skills
Personal Training, Event Management, Microsoft Office, Promotions, Advertising, Marketing Communications, Adobe Creative Suite, Editing, Web 2.0, Web Content, Social Media, Public Relations, Facebook, Email Marketing, Graphic Design, Public Speaking, Marketing, Budgets, Event Planning, Management, Nonprofits, Social Media Marketing, Newsletters, Blogging, Copywriting, Grant Writing, Media Relations, Corporate Communications
Education
University of Portland 1998 — 2002
Business Administration, Marketing/Management, Spanish
Holy Names Academy 1994 — 1998
Sound Vocational Services, Inc. October 2014 - Present
The Journey Itself May 2013 - Present
Providence Health & Services March 2011 - August 2013
Therapeutic Trainers Network April 2010 - October 2010
Galois, Inc. January 2010 - April 2010
Oregon Society of CPAs April 2005 - January 2010
Bottini Bottini & Oswald PC March 2004 - March 2005
Entercom January 2001 - May 2001
Skills
Personal Training, Event Management, Microsoft Office, Promotions, Advertising, Marketing Communications, Adobe Creative Suite, Editing, Web 2.0, Web Content, Social Media, Public Relations, Facebook, Email Marketing, Graphic Design, Public Speaking, Marketing, Budgets, Event Planning, Management, Nonprofits, Social Media Marketing, Newsletters, Blogging, Copywriting, Grant Writing, Media Relations, Corporate Communications
Education
University of Portland 1998 — 2002
Business Administration, Marketing/Management, Spanish
Holy Names Academy 1994 — 1998
Ana Marroquin, CPA Ana Marroquin, CPA's Oregon Society of CPAs Experience April 2015 - Present
Job Treasurer at Oregon Society of CPAs
Industry Accounting
Experience
Oregon Society of CPAs April 2015 - Present
Oregon Society of CPAs April 2014 - Present
Ashland Partners May 2010 - Present
Ernst & Young November 2008 - November 2009
Lithia Motors June 2006 - June 2008
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, Project Management, Performance Measurement, Process Improvement, GAAP, Financial Audits, Financial Analysis, GIPS, Data Analysis, SEC filings, QuickBooks, Internal Audit, SEC Filings, Financial Accounting, CPA
Education
Southern Oregon University 2004 — 2008
Bachelor of Science, Business Administration - Accounting
Oregon Society of CPAs April 2015 - Present
Oregon Society of CPAs April 2014 - Present
Ashland Partners May 2010 - Present
Ernst & Young November 2008 - November 2009
Lithia Motors June 2006 - June 2008
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, Project Management, Performance Measurement, Process Improvement, GAAP, Financial Audits, Financial Analysis, GIPS, Data Analysis, SEC filings, QuickBooks, Internal Audit, SEC Filings, Financial Accounting, CPA
Education
Southern Oregon University 2004 — 2008
Bachelor of Science, Business Administration - Accounting
Leslie Konst's Oregon Society of CPAs Experience 1997 - 2003
Job Owner, Konst Communications
Industry Writing and Editing
Experience
Konst Communications 2004 - Present
Christ the King Lutheran Church 2013 - Present
Oregon Society of CPAs 1997 - 2003
Skills
Business writing, Editing, Marketing Communications, Business Communications, Press Releases, Project Management, Copywriting, Managing Deadlines, Copy Editing, Storytelling, Web Content
Education
Marylhurst University
Master's degree, Business, Management, Marketing, and Related Support Services
St. Andrews Presbyterian College
Bachelor of Arts (BA), Psychology
Konst Communications 2004 - Present
Christ the King Lutheran Church 2013 - Present
Oregon Society of CPAs 1997 - 2003
Skills
Business writing, Editing, Marketing Communications, Business Communications, Press Releases, Project Management, Copywriting, Managing Deadlines, Copy Editing, Storytelling, Web Content
Education
Marylhurst University
Master's degree, Business, Management, Marketing, and Related Support Services
St. Andrews Presbyterian College
Bachelor of Arts (BA), Psychology
Heather Zeitzwolfe Heather Zeitzwolfe's Oregon Society of CPAs Experience July 2011 - Present
Job Staff Accountant at Dowsett Fogg & Doler, P.C.
Industry Accounting
Experience
Dowsett Fogg & Doler, P.C. January 2012 - Present
Oregon Society of CPAs July 2011 - Present
Beta Alpha Psi - Portland State University May 2011 - June 2012
Portland Progressives Toastmasters May 2010 - June 2012
CASH Oregon January 2012 - April 2012
TyeeReview Professional Development June 2011 - January 2012
RDDFS 2006 - 2009
Swatch Group 2003 - 2006
Research Data Design January 1999 - January 2003
E-Works May 1995 - July 1999
Skills
Creative Strategy, Client Services, Marketing Communications, Photoshop, Public Relations, Public Speaking, Speech Writing, Writing, Excel, PowerPoint, Project Coordination, Event Planning, Coaching, Instructing, Account Management, Film Editing, Web Design, Problem Solving, Concept Development, Report Writing, Final Cut Pro, Market Research, Marketing Strategy, Fundraising, Teamwork, Team Management, Adobe Creative Suite, Word, Wordpress, Blogging, Google Docs, Microsoft Office, Macromedia, Mac, PC, Time Management, Organizing, Inside Sales, Salesforce.com, Lacerte, QuickBooks, Microsoft Word, Microsoft Excel, CSA, Budgets, Marketing, Editing, Outlook, WordPress, Leadership
Education
Portland State University 2010 — 2012
Post-Bac, Business: Accounting
Portland Community College 2001 — 2003
Certificate, Multimedia Design
Portland State University 1995 — 1999
Bachelor of Social Science, Business Administration Advertising Management
Bauder College 1986 — 1988
AA, Fashion Design
Dowsett Fogg & Doler, P.C. January 2012 - Present
Oregon Society of CPAs July 2011 - Present
Beta Alpha Psi - Portland State University May 2011 - June 2012
Portland Progressives Toastmasters May 2010 - June 2012
CASH Oregon January 2012 - April 2012
TyeeReview Professional Development June 2011 - January 2012
RDDFS 2006 - 2009
Swatch Group 2003 - 2006
Research Data Design January 1999 - January 2003
E-Works May 1995 - July 1999
Skills
Creative Strategy, Client Services, Marketing Communications, Photoshop, Public Relations, Public Speaking, Speech Writing, Writing, Excel, PowerPoint, Project Coordination, Event Planning, Coaching, Instructing, Account Management, Film Editing, Web Design, Problem Solving, Concept Development, Report Writing, Final Cut Pro, Market Research, Marketing Strategy, Fundraising, Teamwork, Team Management, Adobe Creative Suite, Word, Wordpress, Blogging, Google Docs, Microsoft Office, Macromedia, Mac, PC, Time Management, Organizing, Inside Sales, Salesforce.com, Lacerte, QuickBooks, Microsoft Word, Microsoft Excel, CSA, Budgets, Marketing, Editing, Outlook, WordPress, Leadership
Education
Portland State University 2010 — 2012
Post-Bac, Business: Accounting
Portland Community College 2001 — 2003
Certificate, Multimedia Design
Portland State University 1995 — 1999
Bachelor of Social Science, Business Administration Advertising Management
Bauder College 1986 — 1988
AA, Fashion Design
Patsy Dunn, CPA, CFE Patsy Dunn, CPA, CFE's Oregon Society of CPAs Experience September 2009 - Present
Job CFO Siteworks Design Build
Industry Accounting
Experience
Siteworks design build August 2015 - Present
CFMA April 2015 - Present
NOW CFO April 2014 - Present
Oregon Society of CPAs September 2009 - Present
Elite Care Corporation September 2014 - August 2015
CFMA Portland, Oregon Chapter April 2014 - April 2015
CFMA April 2014 - April 2015
Pine Crest Fabrics July 2014 - January 2015
O'Brien Constructors LLC July 2014 - October 2014
Cranston Machinery Co., Inc April 2014 - October 2014
Skills
Accounting, Internal Controls, CPA, Financial Reporting, GAAP, General Ledger, Financial Analysis, Auditing, Tax, Financial Statements, Forensic Accounting, Payroll Taxes, Managerial Finance, Income Tax, QuickBooks, Accounts Receivable, US GAAP, Bookkeeping, Cost Accounting, Finance, Budgets, Financial Accounting, Accounts Payable, Cash Flow Forecasting, Certified Fraud Examiner, Fraud Detection, Litigation Support, Construction Accounting, Construction Management, Strategic Financial..., Tax Preparation, Account Reconciliation, Revenue Recognition, Fixed Assets, Tax Returns, Corporate Tax, Sarbanes-Oxley Act, Cash Flow, SEC filings, Tax Accounting, Assurance, Financial Audits, Internal Audit, Consolidation, Payroll, Cash Management, Sarbanes-Oxley, Balance, Variance Analysis, Sales Tax
Education
University of Portland 1992 — 1995
BBA, Accounting
University of Alaska Southeast 1991 — 1992
Auke Bay Elementary
Siteworks design build August 2015 - Present
CFMA April 2015 - Present
NOW CFO April 2014 - Present
Oregon Society of CPAs September 2009 - Present
Elite Care Corporation September 2014 - August 2015
CFMA Portland, Oregon Chapter April 2014 - April 2015
CFMA April 2014 - April 2015
Pine Crest Fabrics July 2014 - January 2015
O'Brien Constructors LLC July 2014 - October 2014
Cranston Machinery Co., Inc April 2014 - October 2014
Skills
Accounting, Internal Controls, CPA, Financial Reporting, GAAP, General Ledger, Financial Analysis, Auditing, Tax, Financial Statements, Forensic Accounting, Payroll Taxes, Managerial Finance, Income Tax, QuickBooks, Accounts Receivable, US GAAP, Bookkeeping, Cost Accounting, Finance, Budgets, Financial Accounting, Accounts Payable, Cash Flow Forecasting, Certified Fraud Examiner, Fraud Detection, Litigation Support, Construction Accounting, Construction Management, Strategic Financial..., Tax Preparation, Account Reconciliation, Revenue Recognition, Fixed Assets, Tax Returns, Corporate Tax, Sarbanes-Oxley Act, Cash Flow, SEC filings, Tax Accounting, Assurance, Financial Audits, Internal Audit, Consolidation, Payroll, Cash Management, Sarbanes-Oxley, Balance, Variance Analysis, Sales Tax
Education
University of Portland 1992 — 1995
BBA, Accounting
University of Alaska Southeast 1991 — 1992
Auke Bay Elementary
Karen Rasmussen, CPA Karen Rasmussen, CPA's Oregon Society of CPAs Experience 2013 - 2014
Job Director Client Service at Robert Half Management Resources
Industry Staffing and Recruiting
Experience
Robert Half Management Resources 2015 - Present
Kaiser Permanente 2012 - 2015
Oregon Society of CPA's 2013 - 2014
Providence Health & Services 2011 - August 2012
Financial Executives International 2008 - 2010
The Rasmussen Group, LLC 2005 - 2010
Protiviti, Inc. 2002 - 2005
Ernst & Young, LLP 1999 - 2002
Legacy Health System 1988 - 1999
Skills
Internal Controls, Sarbanes-Oxley Act, Business Process..., Auditing, Internal Audit, Enterprise Risk..., Accounting, Leadership, CPA, Budgets, Management, Sarbanes-Oxley, Finance, Risk Management, Strategic Planning, Analysis, Strategy, Process Improvement, Financial Reporting, Financial Analysis, Managerial Finance, Financial Risk, Program Management, HIPAA, Insurance, Medical Compliance, Management Consulting, Corporate Governance, Executive Management, Nonprofits, Risk Assessment, Mergers & Acquisitions, Consulting, Healthcare Compliance, Model Audit Rule..., Business Development
Education
Portland State University
Robert Half Management Resources 2015 - Present
Kaiser Permanente 2012 - 2015
Oregon Society of CPA's 2013 - 2014
Providence Health & Services 2011 - August 2012
Financial Executives International 2008 - 2010
The Rasmussen Group, LLC 2005 - 2010
Protiviti, Inc. 2002 - 2005
Ernst & Young, LLP 1999 - 2002
Legacy Health System 1988 - 1999
Skills
Internal Controls, Sarbanes-Oxley Act, Business Process..., Auditing, Internal Audit, Enterprise Risk..., Accounting, Leadership, CPA, Budgets, Management, Sarbanes-Oxley, Finance, Risk Management, Strategic Planning, Analysis, Strategy, Process Improvement, Financial Reporting, Financial Analysis, Managerial Finance, Financial Risk, Program Management, HIPAA, Insurance, Medical Compliance, Management Consulting, Corporate Governance, Executive Management, Nonprofits, Risk Assessment, Mergers & Acquisitions, Consulting, Healthcare Compliance, Model Audit Rule..., Business Development
Education
Portland State University
Sheri Bauer's Oregon Society of CPAs Experience 1991 - 1994
Job Strategic Marketing Manager
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. 2003 - 2013
Marsh & McLennan Companies, Inc. 1999 - 2002
Marsh & McLennan Companies, Inc. 1994 - 1999
Oregon Society of CPAs 1991 - 1994
Skills
Reinsurance, Insurance, Claim, Property & Casualty..., Financial Risk, Risk Management, CRM, Enterprise Risk..., Underwriting, Liability, Marketing, Business Strategy, General Insurance, Brokers, Commercial Insurance
Education
University of Oregon 1987 — 1991
BA, English
Marsh & McLennan Companies, Inc. 2003 - 2013
Marsh & McLennan Companies, Inc. 1999 - 2002
Marsh & McLennan Companies, Inc. 1994 - 1999
Oregon Society of CPAs 1991 - 1994
Skills
Reinsurance, Insurance, Claim, Property & Casualty..., Financial Risk, Risk Management, CRM, Enterprise Risk..., Underwriting, Liability, Marketing, Business Strategy, General Insurance, Brokers, Commercial Insurance
Education
University of Oregon 1987 — 1991
BA, English
Cathy Nordstrom Cathy Nordstrom's Oregon Society of CPAs Experience June 1980 - May 1990
Job Program Specialist at Tacoma Community College School of Nursing
Industry Nonprofit Organization Management
Experience
Tacoma Community College School of Nursing July 2013 - Present
Washington State Association for Justice December 2006 - May 2013
Castle & Exit Realty February 2004 - December 2006
SERA Architects May 1999 - August 2000
Nordstrom Enterprises, LLC September 1996 - April 1999
Benova June 1995 - February 1997
Professional Insurance Agents Association March 1992 - January 1995
Sequent Computer Systems June 1990 - November 1991
Oregon Society of CPAs June 1980 - May 1990
Skills
Office Administration, Association Management, Marketing, Streamlining Work..., Social Media Marketing, Event Management, Company Newsletters, Photography, Facilities Management, Public Speaking, Non-profit, Brochure Development, Brochures, Training
Education
George Fox University 1987 — 1989
BA, Human Resource Management, 3.94 GPA while working full-time
Tacoma Community College School of Nursing July 2013 - Present
Washington State Association for Justice December 2006 - May 2013
Castle & Exit Realty February 2004 - December 2006
SERA Architects May 1999 - August 2000
Nordstrom Enterprises, LLC September 1996 - April 1999
Benova June 1995 - February 1997
Professional Insurance Agents Association March 1992 - January 1995
Sequent Computer Systems June 1990 - November 1991
Oregon Society of CPAs June 1980 - May 1990
Skills
Office Administration, Association Management, Marketing, Streamlining Work..., Social Media Marketing, Event Management, Company Newsletters, Photography, Facilities Management, Public Speaking, Non-profit, Brochure Development, Brochures, Training
Education
George Fox University 1987 — 1989
BA, Human Resource Management, 3.94 GPA while working full-time
Jan Ellen Pailthorp Jan Ellen Pailthorp's Oregon Society of CPAs Experience July 1992 - July 1998
Job CPA at Jan Ellen Pailthorp, CPA
Industry Accounting
Experience
Jan Ellen Pailthorp, CPA January 2013 - Present
Delap LLP February 2006 - August 2013
H & R Block January 2003 - November 2005
Oregon College of Art & Craft December 1998 - December 2000
Oregon Society of CPAs July 1992 - July 1998
Skills
Accounting, Tax, Quickbooks, QuickBooks, ProSystem fx Tax, Lacerte, Microsoft Excel, Caseware, Estate Tax Compliance, Trust Taxation, CPA, Payroll, Bookkeeping, Tax Returns, Financial Accounting, Income Tax
Education
Oregon State University 1977 — 1981
BS, Accounting, Computer Science
Crescent Valley High School 1974 — 1977
HS Diploma
Concordia University-Portland
Post-Bac Classes, Nonprofit Management
Jan Ellen Pailthorp, CPA January 2013 - Present
Delap LLP February 2006 - August 2013
H & R Block January 2003 - November 2005
Oregon College of Art & Craft December 1998 - December 2000
Oregon Society of CPAs July 1992 - July 1998
Skills
Accounting, Tax, Quickbooks, QuickBooks, ProSystem fx Tax, Lacerte, Microsoft Excel, Caseware, Estate Tax Compliance, Trust Taxation, CPA, Payroll, Bookkeeping, Tax Returns, Financial Accounting, Income Tax
Education
Oregon State University 1977 — 1981
BS, Accounting, Computer Science
Crescent Valley High School 1974 — 1977
HS Diploma
Concordia University-Portland
Post-Bac Classes, Nonprofit Management
Rhonda Stoltz Rhonda Stoltz's Oregon Society of CPAs Experience 1990 - Present
Job Vice President of Finance at Jerry's Home Improvement Center
Industry Retail
Experience
Jerry's Home Improvement Center July 2015 - Present
Oregon Society of CPAs 1990 - Present
Market of Choice, Inc. May 2015 - July 2015
Market of Choice December 2013 - May 2015
US Bank November 2010 - December 2013
The Duck Store April 1994 - December 2013
MBS Textbook Exchange 2008 - June 2013
Apple 2007 - 2009
Oregon Society of CPAs 1996 - 1999
PwC (formerly Coopers & Lybrand) 1989 - 1994
Skills
Sales, Accounting, Nonprofits, Public Speaking, Finance, Higher Education, Social Media, Microsoft Excel, Event Planning, Customer Service, Time Management, Marketing Communications, Outlook, Budgets, Social Media Marketing, Public Relations, Facebook, Leadership
Education
University of Oregon - Charles H. Lundquist College of Business
BS, Management, Accounting double major
Jerry's Home Improvement Center July 2015 - Present
Oregon Society of CPAs 1990 - Present
Market of Choice, Inc. May 2015 - July 2015
Market of Choice December 2013 - May 2015
US Bank November 2010 - December 2013
The Duck Store April 1994 - December 2013
MBS Textbook Exchange 2008 - June 2013
Apple 2007 - 2009
Oregon Society of CPAs 1996 - 1999
PwC (formerly Coopers & Lybrand) 1989 - 1994
Skills
Sales, Accounting, Nonprofits, Public Speaking, Finance, Higher Education, Social Media, Microsoft Excel, Event Planning, Customer Service, Time Management, Marketing Communications, Outlook, Budgets, Social Media Marketing, Public Relations, Facebook, Leadership
Education
University of Oregon - Charles H. Lundquist College of Business
BS, Management, Accounting double major
Kara Lewis Kara Lewis's Oregon Society of CPAs Experience July 2013 - Present
Job Director, Member Services & Professional Development at Oregon Society of CPAs
Industry Accounting
Experience
Oregon Society of CPAs July 2013 - Present
Oregon Society of CPAs June 2009 - June 2013
Oregon Society of CPAs December 2008 - June 2009
Northern Arizona University May 2004 - June 2008
Skills
Curriculum Development, Event Planning, Facility Management, Promotions, Nonprofits, Facilities Management, Strategic Planning, Staff Development, Program Management, Event Management, Volunteer Management, Public Speaking, Budgets, Fundraising, Editing, Policy, Public Relations, Accounting, Microsoft Excel, Microsoft Office, Management
Education
Northern Arizona University 2004 — 2006
Bachelor of Biology, Environmental Science
California State University-Channel Islands
Oregon Society of CPAs July 2013 - Present
Oregon Society of CPAs June 2009 - June 2013
Oregon Society of CPAs December 2008 - June 2009
Northern Arizona University May 2004 - June 2008
Skills
Curriculum Development, Event Planning, Facility Management, Promotions, Nonprofits, Facilities Management, Strategic Planning, Staff Development, Program Management, Event Management, Volunteer Management, Public Speaking, Budgets, Fundraising, Editing, Policy, Public Relations, Accounting, Microsoft Excel, Microsoft Office, Management
Education
Northern Arizona University 2004 — 2006
Bachelor of Biology, Environmental Science
California State University-Channel Islands
Phyllis Barker, CAE Phyllis Barker, CAE's Oregon Society of CPAs Experience January 2012 - Present
Job Vice President/COO at Oregon Society of CPAs
Industry Nonprofit Organization Management
Experience
Oregon Society of CPAs January 2012 - Present
Oregon Society of CPAs April 2001 - January 2012
The ARC of Multnomah County December 1997 - April 2001
Richmond Ambulance Authority April 1990 - September 1997
KPMG Peat Marwick December 1983 - April 1990
Straub & Dalch 1979 - 1981
Skills
Accounting, Financial Accounting, Cost Accounting, Peer Review, Human Relations, Customer Service, Business Management, Business Process, Internal Controls, Budget Preparation, Non-profits, Non-profit..., Non-profit Accounting, Small Business..., Budgets, Management, Process Improvement, Strategic Planning, Event Planning, Project Management, Program Management, Peer Reviews, Risk Management, Leadership, Nonprofits, People Skills, Variance Analysis, Financial Reporting, Business Planning, Operations Management, Managerial Finance, Executive Management, Volunteer Management, Public Relations, Finance, Microsoft Excel, Human Resources, Small Business, Strategic Financial..., Event Management
Education
Averett University 1995 — 1997
Business Administration
Virginia Commonwealth University 1993 — 1995
General
J Sargeant Reynolds Community College
AAS, Accounting
George Wythe High School
Oregon Society of CPAs January 2012 - Present
Oregon Society of CPAs April 2001 - January 2012
The ARC of Multnomah County December 1997 - April 2001
Richmond Ambulance Authority April 1990 - September 1997
KPMG Peat Marwick December 1983 - April 1990
Straub & Dalch 1979 - 1981
Skills
Accounting, Financial Accounting, Cost Accounting, Peer Review, Human Relations, Customer Service, Business Management, Business Process, Internal Controls, Budget Preparation, Non-profits, Non-profit..., Non-profit Accounting, Small Business..., Budgets, Management, Process Improvement, Strategic Planning, Event Planning, Project Management, Program Management, Peer Reviews, Risk Management, Leadership, Nonprofits, People Skills, Variance Analysis, Financial Reporting, Business Planning, Operations Management, Managerial Finance, Executive Management, Volunteer Management, Public Relations, Finance, Microsoft Excel, Human Resources, Small Business, Strategic Financial..., Event Management
Education
Averett University 1995 — 1997
Business Administration
Virginia Commonwealth University 1993 — 1995
General
J Sargeant Reynolds Community College
AAS, Accounting
George Wythe High School
Beth Bown Beth Bown's Oregon Society of CPAs Experience April 1994 - November 2012
Job
Industry Accounting
Experience
Oregon Society of CPA's April 1994 - November 2012
Gregg Associates PC September 2000 - June 2009
McDonald Jacobs January 1998 - November 1999
Gary McGee & Company October 1994 - November 1997
Education
Portland State University - School of Business 1991 — 1994
Post Baccalaureate Certificate, Accounting
Portland State University 1976 — 1980
Masters, Public Administration, School of Urban Affairs
Oregon Society of CPA's April 1994 - November 2012
Gregg Associates PC September 2000 - June 2009
McDonald Jacobs January 1998 - November 1999
Gary McGee & Company October 1994 - November 1997
Education
Portland State University - School of Business 1991 — 1994
Post Baccalaureate Certificate, Accounting
Portland State University 1976 — 1980
Masters, Public Administration, School of Urban Affairs
Kathryn (Wilson) Sklar, CPA Kathryn (Wilson) Sklar, CPA's Oregon Society of CPAs Experience 2012 - 2013
Job Business Systems Analyst at Perkins & Co
Industry Accounting
Experience
Perkins & Co September 2014 - Present
Freelance 1998 - Present
Counting Kat Consulting January 2009 - January 2015
Perkins & Co September 2011 - August 2014
Oregon Society of CPAs 2012 - 2013
Perkins & Co January 2008 - August 2011
Knit Purl & ShibuiKnits April 2007 - December 2007
Perkins & Co February 2007 - April 2007
Perkins & Co January 2006 - April 2006
Skills
Tax Preparation, Excel Training, Tax Research, Tax, Quickbooks, Accounting, Excel, Bookkeeping, Small Business, Cash Flow, Microsoft Excel, Financial Accounting, CPA, QuickBooks
Education
Eastern Oregon University 2005 — 2007
B.S., cum laude, Business, Economics
Perkins & Co September 2014 - Present
Freelance 1998 - Present
Counting Kat Consulting January 2009 - January 2015
Perkins & Co September 2011 - August 2014
Oregon Society of CPAs 2012 - 2013
Perkins & Co January 2008 - August 2011
Knit Purl & ShibuiKnits April 2007 - December 2007
Perkins & Co February 2007 - April 2007
Perkins & Co January 2006 - April 2006
Skills
Tax Preparation, Excel Training, Tax Research, Tax, Quickbooks, Accounting, Excel, Bookkeeping, Small Business, Cash Flow, Microsoft Excel, Financial Accounting, CPA, QuickBooks
Education
Eastern Oregon University 2005 — 2007
B.S., cum laude, Business, Economics
Cam Sivesind Cam Sivesind's Oregon Society of CPAs Experience February 2007 - February 2012
Job Senior Content Director at Evanta
Industry Writing and Editing
Experience
Evanta January 2013 - Present
Oregon Society of CPAs February 2007 - February 2012
Oregon Association of Nurseries April 2000 - December 2006
Canby Herald March 1991 - April 2000
Skills
Copywriting, Editing, Public Relations, Publications Management, Marketing Communications, Media Relations, Press Releases, Social Media Marketing, Photography, Journalism, Project Management, Team Leadership, Creative Writing, Publications, Organization, Layout, Advertising, Budgets, Facebook, Newsletters, Social Media, Editorial, Web Content, Magazines, Newspapers, Storytelling, Marketing, Blogging, Content Management, Leadership, Brochures, Content Strategy, Copy Editing, Event Planning, Email Marketing, Strategic Communications, Corporate Communications, WordPress, Internal Communications, Trade Shows, Event Management, News Writing
Education
University of Oregon 1988 — 1990
Journalism, Journalism
Evanta January 2013 - Present
Oregon Society of CPAs February 2007 - February 2012
Oregon Association of Nurseries April 2000 - December 2006
Canby Herald March 1991 - April 2000
Skills
Copywriting, Editing, Public Relations, Publications Management, Marketing Communications, Media Relations, Press Releases, Social Media Marketing, Photography, Journalism, Project Management, Team Leadership, Creative Writing, Publications, Organization, Layout, Advertising, Budgets, Facebook, Newsletters, Social Media, Editorial, Web Content, Magazines, Newspapers, Storytelling, Marketing, Blogging, Content Management, Leadership, Brochures, Content Strategy, Copy Editing, Event Planning, Email Marketing, Strategic Communications, Corporate Communications, WordPress, Internal Communications, Trade Shows, Event Management, News Writing
Education
University of Oregon 1988 — 1990
Journalism, Journalism
Tonna Elliott Hollis, IOM's Oregon Society of CPAs Experience April 2003 - Present
Job Senior Manager, Member Services & Professional Development, at Oregon Society of CPAs
Industry Nonprofit Organization Management
Experience
Oregon Society of CPAs April 2003 - Present
Oregon Society of CPAs January 1999 - April 2003
Oregon Society of CPAs September 1996 - January 1999
Disability Specialists, Inc. December 1995 - September 1996
Broken Top Club September 1994 - September 1995
Rentrak Corporation 1991 - 1994
Skills
Association Management, Member Relations, Membership Development, Non-profits, Community Outreach, Event Management, Program Management, Nonprofits, Event Planning, Strategic Communications, Public Relations, Budgets, Fundraising, Strategic Planning, Marketing Communications, Volunteer Management, Management, Customer Service
Education
Institute for Organization Management 2012 — 2015
Nonprofit Organization Management
Portland Community College
Business Administration and Management, General
North Marion High School
Oregon Society of CPAs April 2003 - Present
Oregon Society of CPAs January 1999 - April 2003
Oregon Society of CPAs September 1996 - January 1999
Disability Specialists, Inc. December 1995 - September 1996
Broken Top Club September 1994 - September 1995
Rentrak Corporation 1991 - 1994
Skills
Association Management, Member Relations, Membership Development, Non-profits, Community Outreach, Event Management, Program Management, Nonprofits, Event Planning, Strategic Communications, Public Relations, Budgets, Fundraising, Strategic Planning, Marketing Communications, Volunteer Management, Management, Customer Service
Education
Institute for Organization Management 2012 — 2015
Nonprofit Organization Management
Portland Community College
Business Administration and Management, General
North Marion High School
Heidi Parsons's Oregon Society of CPAs Experience February 2006 - September 2008
Job
Industry Nonprofit Organization Management
Experience
Oregon Society of CPAs February 2006 - September 2008
Stanford Alumni Association 2002 - 2005
Purdue University 1996 - 2002
Education
California State University-Chico 1993 — 1996
Oregon Society of CPAs February 2006 - September 2008
Stanford Alumni Association 2002 - 2005
Purdue University 1996 - 2002
Education
California State University-Chico 1993 — 1996
Judy Link Thompson's Oregon Society of CPAs Experience August 2005 - October 2010
Job Public Relations, Meeting and Event Professional
Industry Public Relations and Communications
Experience
Oregon Society of CPAs August 2005 - October 2010
Aon Risk Services July 1994 - April 2000
Association Management Group April 1990 - June 1993
California Grapeand Tree Fruit League July 1989 - August 1990
Fresno Zoo Society February 1986 - July 1989
Education
California State University, Fresno
Oregon Society of CPAs August 2005 - October 2010
Aon Risk Services July 1994 - April 2000
Association Management Group April 1990 - June 1993
California Grapeand Tree Fruit League July 1989 - August 1990
Fresno Zoo Society February 1986 - July 1989
Education
California State University, Fresno
Julia Longacre's Oregon Society of CPAs Experience July 2011 - May 2014
Job Logistics / Project Coordinator
Industry Logistics and Supply Chain
Experience
Denali Advanced Integration May 2014 - Present
Oregon Society of CPAs July 2011 - May 2014
Oregon State Legislature January 2011 - May 2011
Apex Industries, Inc. January 2000 - October 2008
Envirocon 1991 - 1995
NHD Property Management 1987 - 1990
Skills
Strategic Planning, Budgets, Microsoft Excel, Event Management, Event Planning, Public Speaking, Microsoft Office, Non-profits, Volunteer Management, Social Media, Fundraising, Editing, Nonprofits
Education
Montana State University-Bozeman 1995 — 1999
BFA
Denali Advanced Integration May 2014 - Present
Oregon Society of CPAs July 2011 - May 2014
Oregon State Legislature January 2011 - May 2011
Apex Industries, Inc. January 2000 - October 2008
Envirocon 1991 - 1995
NHD Property Management 1987 - 1990
Skills
Strategic Planning, Budgets, Microsoft Excel, Event Management, Event Planning, Public Speaking, Microsoft Office, Non-profits, Volunteer Management, Social Media, Fundraising, Editing, Nonprofits
Education
Montana State University-Bozeman 1995 — 1999
BFA
Amy Dale, CPA's Oregon Society of CPAs Experience March 2013 - Present
Job Corporate Internal Auditor at SAIF Corporation
Industry Insurance
Experience
SAIF Corporation May 2015 - Present
Oregon Society of CPAs March 2013 - Present
Oregon Secretary of State August 2000 - April 2015
Chemeketans January 2014 - December 2014
Chemeketans January 2011 - December 2013
Skills
Internal Controls, Governance, Auditing, Government, Accounting, Financial Reporting, Risk Assessment, Analysis, Finance, Risk Management, Internal Audit, Policy
Education
Corban University 1996 — 2000
Bachelor of Science (BS), Accounting and Finance
SAIF Corporation May 2015 - Present
Oregon Society of CPAs March 2013 - Present
Oregon Secretary of State August 2000 - April 2015
Chemeketans January 2014 - December 2014
Chemeketans January 2011 - December 2013
Skills
Internal Controls, Governance, Auditing, Government, Accounting, Financial Reporting, Risk Assessment, Analysis, Finance, Risk Management, Internal Audit, Policy
Education
Corban University 1996 — 2000
Bachelor of Science (BS), Accounting and Finance
Stephanie Schermerhorn's Oregon Society of CPAs Experience May 2001 - January 2006
Job Administrative Assistant III at Wells Fargo Home Mortgage
Industry Executive Office
Experience
Wells Fargo Home Mortgage November 2012 - Present
OfficeTeam October 2011 - October 2012
Arcadia Investment Advisors March 2011 - September 2011
OfficeTeam September 2009 - February 2011
Retirement Security Inc February 2006 - August 2009
Oregon Society of CPAs May 2001 - January 2006
Skills
Administrative..., Outlook, Access, Microsoft Excel, Microsoft Word, Spreadsheets, PowerPoint, Microsoft Office, Event Planning, Data Entry, Teamwork, Administrative Support, Word, Excel, Customer Service, Scheduling, Telephone Skills, Event Management, Problem Solving, Documentation, Onboarding, Offboarding, Travel Arrangements, Expense Reports, Live Meeting, Administrative..., Internet Research, Calendars, Conferences, Non-profits, Time Management, Concur, Staff Management
Education
Portland State University - School of Business 2014 — 2016
Business Administration
Wells Fargo Home Mortgage November 2012 - Present
OfficeTeam October 2011 - October 2012
Arcadia Investment Advisors March 2011 - September 2011
OfficeTeam September 2009 - February 2011
Retirement Security Inc February 2006 - August 2009
Oregon Society of CPAs May 2001 - January 2006
Skills
Administrative..., Outlook, Access, Microsoft Excel, Microsoft Word, Spreadsheets, PowerPoint, Microsoft Office, Event Planning, Data Entry, Teamwork, Administrative Support, Word, Excel, Customer Service, Scheduling, Telephone Skills, Event Management, Problem Solving, Documentation, Onboarding, Offboarding, Travel Arrangements, Expense Reports, Live Meeting, Administrative..., Internet Research, Calendars, Conferences, Non-profits, Time Management, Concur, Staff Management
Education
Portland State University - School of Business 2014 — 2016
Business Administration
Jody Pollak's Oregon Society of CPAs Experience April 2013 - January 2014
Job Event planning and organizational outreach, servicing stakeholders and building public awareness through messaging.
Industry Events Services
Experience
Oregon Society of CPAs April 2013 - January 2014
Oregon Education Association 2008 - 2012
Concentric Communications (formerly a unit of Ketchum Public relations) 2000 - 2004
Skills
Vendor Management, Leadership, Program Management, Training, Customer Service, Process Improvement, Management, Change Management, Organizational..., Conferences, Events, Writing and editing, Live performance, New business pitches, Audience services, Board and governance..., Volunteer Training and..., Research-general, MS Office..., Adobe Creative..., Event Planning, Public Speaking, Nonprofits, Entertainment, Marketing
Education
Baruch College, CUNY - School of Public Affairs
Masters, Public Administration
University of California, Berkeley
Bachelor of Arts (BA), English Language and Literature/Letters
Oregon Society of CPAs April 2013 - January 2014
Oregon Education Association 2008 - 2012
Concentric Communications (formerly a unit of Ketchum Public relations) 2000 - 2004
Skills
Vendor Management, Leadership, Program Management, Training, Customer Service, Process Improvement, Management, Change Management, Organizational..., Conferences, Events, Writing and editing, Live performance, New business pitches, Audience services, Board and governance..., Volunteer Training and..., Research-general, MS Office..., Adobe Creative..., Event Planning, Public Speaking, Nonprofits, Entertainment, Marketing
Education
Baruch College, CUNY - School of Public Affairs
Masters, Public Administration
University of California, Berkeley
Bachelor of Arts (BA), English Language and Literature/Letters
Julie (Julie Stewart) Jackson's Oregon Society of CPAs Experience April 2006 - March 2008
Job Executive Support Specialist at Oregon State TreasuryInvestment Division
Industry Investment Management
Experience
Oregon State Treasury-Investment Division March 2008 - Present
Oregon Society of CPAs April 2006 - March 2008
Waggener Edstrom December 1998 - August 2005
Romac International 1999 - 2000
Romac International 1999 - 2000
Romac International 1999 - 2000
Romac International 1999 - 2000
Skills
Public Relations, Event Management, Brand Management, Event Planning, Executive Support, Administrative..., Social Media, Office Management, Corporate Communications, Confidentiality, Editing, Crisis Management, Outlook, Fundraising, Public Affairs, Office Administration, Communication, Administrative...
Education
Southern Oregon University 1988 — 1991
Criminology, Criminal Justice
Marist High School- Eugene, OR 1983 — 1987
Oregon State Treasury-Investment Division March 2008 - Present
Oregon Society of CPAs April 2006 - March 2008
Waggener Edstrom December 1998 - August 2005
Romac International 1999 - 2000
Romac International 1999 - 2000
Romac International 1999 - 2000
Romac International 1999 - 2000
Skills
Public Relations, Event Management, Brand Management, Event Planning, Executive Support, Administrative..., Social Media, Office Management, Corporate Communications, Confidentiality, Editing, Crisis Management, Outlook, Fundraising, Public Affairs, Office Administration, Communication, Administrative...
Education
Southern Oregon University 1988 — 1991
Criminology, Criminal Justice
Marist High School- Eugene, OR 1983 — 1987
Laurie Ramsey's Oregon Society of CPAs Experience November 1998 - July 2001
Job Substitute Instructional Assistant at Beaverton School District
Industry Primary/Secondary Education
Experience
Beaverton School District October 2014 - Present
Laurie K. Ramsey August 2001 - December 2011
Oregon Society of CPAs November 1998 - July 2001
Mobile Technologies Inc. (MTI) January 1997 - June 1998
Tualatin Hills Park & Recreation District June 1996 - December 1996
Casio PhoneMate Inc February 1990 - April 1996
Brentwood Instruments January 1989 - February 1990
Lane Transit District January 1988 - September 1988
Education
University of Oregon 1983 — 1988
Bachelor of Arts, History
Beaverton School District October 2014 - Present
Laurie K. Ramsey August 2001 - December 2011
Oregon Society of CPAs November 1998 - July 2001
Mobile Technologies Inc. (MTI) January 1997 - June 1998
Tualatin Hills Park & Recreation District June 1996 - December 1996
Casio PhoneMate Inc February 1990 - April 1996
Brentwood Instruments January 1989 - February 1990
Lane Transit District January 1988 - September 1988
Education
University of Oregon 1983 — 1988
Bachelor of Arts, History