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Tiffany Couch is CEO/Founder at Acuity Forensics, a nationally recognized forensic accounting firm based in the Pacific Northwest.  She has more than 22 years of experience in the field of accounting with the last 15 years focused on forensic accounting related engagements.  Tiffany is the author of The Thief in Your Company, a book that explores the financial and emotional impacts of internal fraud.  She has provided expertise as a source of the New York Times, Forbes, CNBC, NPR, and the Wall Street Journal.  She is also a regular contributor to multiple industry publications and has been interviewed by regional, national, and international broadcast new stations. 

Ms. Couch is a leader in her industry.  She was elected to serve on the Association of Certified Fraud Examiner’s Board of Regents, serving as Chairwoman in her final year.  She is one of their long-standing faculty members and was honored as their 2014 Speaker of the Year.

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Difficult decisions, such as end of life care, can include critical preparations that often get deferred until it’s too late.  As planning professionals we understand the importance of having these uncomfortable conversations.  This month we’ll delve into Physician Orders for Life-Sustaining Treatment (POLST).  Join us to learn the details of how it differs from advance directives, why it’s vital for certain clients to complete and how to thoughtfully approach these sensitive subjects.  The presenter will provide this framework and share how advance care planning can relieve loved ones from making extremely difficult decisions in a time of stress.  

Having a POLST in place can assure patient’s preferences are honored and ease the inevitable difficulties faced by patients and their families. 

Dr. Susan Tolle, a Professor of Medicine at OHSU, holds the Cornelia Hayes Stevens Endowed Chair in Health Care Ethics.   She founded and has directed the OHSU Center for Ethics in Health Care since 1989 and has shepherded its growth into an internationally recognized ethics center with programs such as the POLST program and more recently the Oregon POLST registry.  Dr. Tolle is a practicing internist in the Division of General Medicine and Geriatrics.   In 2014 she received the MacLean Center Prize in Clinical Medical Ethics, which is the largest award in the clinical medical ethics field.

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Wendy Goffe is a partner with the law firm of Stoel Rives LLP, Seattle, Washington. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC), and a former member of the ACTEC Program Committee.  She is a former Adjunct Instructor at Seattle University Law School. She is currently a member of The Nature Conservancy Planned Giving Committee, The Seattle Foundation Professional Advisory Council, and the Children’s Legacy Council of the Children’s Hospital Foundation.  She is a past contributor to Forbes.com, and a former member of the ABA Taxation Section Community Property Comment Project, the Executive Committee of the Estate Planning Council of Seattle, the Acquisition Committee of the Tacoma Art Museum, the Executive Committee of the WSBA Real Property, Probate and Trust Section, the YWCA Planned Giving Advisory Committee and the Ethics Committee of Valley Medical Center. She is also a past member of the Board of Directors and Grants Committee of The Women’s Endowment Foundation, a supporting foundation of the Jewish Community Endowment Fund, Seattle, Washington.

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What has been the impact to financial markets and other segments of the business economy as the Trump administration closes in on its first 100 days in the White House?   Let’s step back and take a review of market conditions … what has worked and what has not.   Many different scenarios have surfaced that include, but are not limited to, tax reform, deregulation, re-negotiating trade agreements, federal funding, protectionist measures and political posturing.  This presentation will delve into these issues and more to provide a framework of understanding market conditions in this changing political landscape.    

Paul Condrat is co-portfolio manager of the Davidson Multi-Cap Equity strategy in Seattle.   He has 13 years of investment experience, having previously served as a Senior Research Analyst supporting D.A. Davidson’s equity strategies. Paul serves on the Board of Directors and is the Board Chair for InvestED, a public nonprofit organization serving over 23,000 secondary school students in 650 schools across Washington State.  He is a member of the CFA Society of Seattle and holds a BBA in finance and marketing from Gonzaga University.

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Stuart is responsible for researching and investing across asset classes on behalf of clients.  He has worked with retail and institutional clients in weathering bull and bear markets in different asset classes and geographies.  Prior to joining Ambassador Wealth Management, Stuart served as Senior Investment Manager and International Strategist with Brinker Capital.  Stuart has over 25 years of investment experience.  He graduated from the Wharton School of the University of Pennsylvania and holds the CFA designation.

Southwest Washington and the greater Portland metro area continue to experience a rising and fast paced real estate market.   The real estate market has benefited from healthy job growth and economic vitality seems to be the backbone of increased demand.  Building permits are up in Vancouver and across the metro area.   How does an appraiser keep informed in this fast moving industry?   This presentation will explore the fundamentals of understanding market trends through the eyes of an experienced real estate appraiser.

Sam Romanaggi is the principal appraiser for Romanaggi Valuation Services and has over 25 years of commercial real estate valuations, acquisitions and underwriting experiences working in diverse boutique, corporate and banking positions.  He has advised clients on a variety of real estate matters throughout the United States.  He is a board member of the Appraisal Institute.   Sam holds a Bachelor of Arts degree from the University of Oregon. 

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Randall W. Cook

Randy Cook is a partner and the practice group leader in the firm’s Employee Benefits and Executive Compensation Group. His practice is limited to legal matters related to the Employee Retirement Income Security Act (ERISA), including qualified and nonqualified retirement plans and executive compensation.  Randy counsels employers, executives and financial institutions in all aspects of establishing and maintaining qualified and nonqualified retirement plans. He has extensive experience in designing 401(k) plans, profit sharing plans, employee stock ownership plans, cash balance plans and traditional defined benefit plans. For more than 30 years Randy has been advising fiduciaries and financial advisors on the intricacies of complying with ERISA and the Internal Revenue Code. He regularly defends employers against claims by participants and serves as legal counsel during IRS and Department of Labor audits. In the realm of executive compensation, Randy has counseled large companies throughout the Northwest on designing competitive and tax-efficient compensation packages, and has also served as a trusted advisor to key executives who are hired by some of Oregon’s most successful businesses.

Christine M. Moehl

Christine’s practice is limited to legal matters related to the Employee Retirement Income Security Act (ERISA), including both health care plans and qualified retirement plans. Christine assists public and private sector plan sponsors, third-party administrators and investment professionals in all aspects of establishing and operating employee benefit plans. She is particularly adept at designing health and retirement plans to fit the individual needs of her clients. She also has extensive experience in guiding clients through the process of correcting plan administration errors through the IRS Employee Plans Correction Resolution System (“EPCRS”).

Christine is passionate about assisting employers in meeting the compliance challenges of ERISA, the Internal Revenue Code, and the Affordable Care Act. She enjoys navigating the regulatory framework of retirement plans and health plans to meet the individual needs of her clients.

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Tim Amen is a Lead Advisor with Brighton Jones a leading wealth management firm that brings value to a client relationship by focusing on helping people navigate life’s many complexities.  His presentation will draw attention to recent changes to the social security system, how the new rules affect current retirees and those becoming seasoned enough to claim social security as well as case study strategies.

Tim holds a Bachelor of Science degree from the University of Arizona, the Certified Financial Planner designation and a Master’s in Financial Planning from the College for Financial Planning.  As a Lead Advisor he works with a diversity of individuals and families in helping them achieve their financial goals and allowing them to enjoy other life pursuits.   

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Market volatility has returned as investors try to assess the state of various factors, including the economy, trade policy, and the Fed, to name a few.  Joline will discuss recent economic activity, how trade uncertainty exacerbates the economic outlook, the prospect of a recession, and the ways in which these factors affect the bond market.  In light of the current environment, she will provide new considerations to weigh in thinking about the fixed income portion of investment portfolios.

Joline Ortiz joined Riverview Trust Company in 2018 as a Senior Investment Officer.  She has over fifteen years of experience in investment management.  She manages client investment portfolios, contributes to the firm’s overall investment philosophy and leads the investment committee. Joline started her career at PIMCO, one of the largest institutional fixed income money managers.  She applied her early experiences in institutional money management to comprehensive wealth management for trusts, high net-worth individuals, and non-profits.  This has been the area in which she has been focused in the last eleven years, having worked at various local financial institutions in Oregon and Washington before joining the Riverview team.  Joline studied at the University of Southern California, where she earned her Bachelor of Science degree in Business Administration with an emphasis in Finance.  She is also a Chartered Financial Analyst (CFA) charterholder, which is a globally recognized professional designation for investment management professionals. 

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Rebecca Bibleheimer provides gift planning assistance to OCF donors who are interested in supporting charitable initiatives throughout Oregon. She also serves as a subject matter expert on all types of giving vehicles and on funding charitable donations with non-cash assets. Rebecca is a public speaker who enjoys educating, empowering and supporting others in their planned giving work. Before joining OCF, she worked as a philanthropic advisor and planned giving consultant for U.S. Bank Charitable Services Group and as a trusts and estates attorney for a tax boutique law firm. She has nearly 20 years of experience in these fields. Rebecca is a member of the California State Bar and the Oregon State Bar and holds a Legal Letters Master in tax law from the University of Florida’s Levin School of Law. She served on the board of trustees for the Oregon Humane Society for six years and currently serves on a number of planned giving and investment-related nonprofit committees in Portland, Oregon, where she lives with her family. She is the past president of the Northwest Planned Giving Roundtable and served on their executive committee for 10 years. She was recently elected to serve on the National Association of Charitable Gift Planners’ board of directors starting in 2020.