2017 MED Week Schedule
Two days of building relationships, learning and celebration!
DAY 1 | Tuesday, September 26, 2017 » Click to view details
1:30 pm – 2:00 pm | Registration – Room: Registration Area
2:00 pm – 3:30 pm | Track 1: The Spectrum of Small Business Growth – Room: Skyline II
Panelists discuss how they defined and executed successful growth.
2:00 pm – 3:30 pm | Track 2: Strategies Needed to Secure Financing for Your Business – Room: Skyline I
Panelists discuss essential steps needed to prepare entrepreneurs to secure financing for their businesses & continue to build strong banking relationships.
3:30 pm – 4:00 pm | BREAK – Room: Registration Area
4:00 pm – 5:00 pm | Workshop: Connecting with Major Regional Organizations – Discussion with Intel – Room: Skyline II
Representation from Intel and Intel’s first and second tier contractors discuss the organization’s small business contracting program.
5:00 pm – 7:30 pm | Reception – Room: Skyline II
Enjoy Hors d’oeuvres while you socialize with entrepreneurs, public, private and community professionals at this fun evening event.
Day 2 | Thursday, September 28, 2017 » Click to view details
7:30 am – 8:00 am | Registration – Room: Ballroom Level Foyer
Registration with Continental breakfast catering
8:00 am – 11:45 am | Diversity Practitioners (DP) Summit – Room: Grand Ballroom II
Presentations will discuss how to build a successful supplier diversity program and issues and trends of Minority/Women/Disadvantaged business programs
11:30 am – 12:00 pm | Registration – Room: Ballroom Level Foyer
Awards Luncheon Registration
12:00 pm – 1:30 pm | Awards Luncheon – Room: Grand Ballroom I
Panel discussion with Multnomah County Chair, Deborah Kafoury and Mayor Ted Wheeler on regional initiatives to support certified small businesses. The MED Week 2017 Award Winners will be recognized during the Awards Luncheon.
2017 MED Week Speakers
Awards Luncheon Guest Speakers
Deborah Kafoury, Multnomah County Chair
Multnomah County Chair Deborah Kafoury learned early that any one person can make a difference after watching her mother open their Northeast Portland home to women escaping domestic violence or families with nowhere to sleep. Her parents were public school teachers who both held elected office. Even their garage was turned into one of the county’s first collection sites to recycle glass.
Those early lessons shaped a deep commitment to public service. After graduating from Grant High School, Deborah earned a Bachelors of Arts in English at Whitman College. She returned to Portland to work on Portland Public Schools campaigns and represent North and Northeast Portland in the Oregon House of Representatives. She served two years as the House Minority Leader. As she took time to focus on raising her three children, she also served on the board of Transition Projects.
In 2008, voters elected Deborah to the Multnomah County Commission where she worked to help families in crisis stay in their homes or be rehoused as quickly as possible. She led efforts to replace the crumbling Sellwood Bridge and is the leading voice to replace the county’s 100-year-old central courthouse. Throughout, she helped stabilize county finances by working to find a permanent funding source for the libraries and using innovative partnerships to better serve our community. She has worked closely with the city of Portland, and state and federal officials to end homelessness and increase funding for early childhood education, after-school and mentoring efforts and child abuse prevention.
In October, 2013 she resigned to run for chair as required by the county charter. Described by newspaper editorial boards as smart, low-key, level-headed and experienced, she was elected Multnomah County Chair on May 20, 2014. She took office June 5, 2014.
Ted Wheeler, City of Portland Mayor
Ted was motivated to enter politics while volunteering as an overnight host at the Goose Hollow Shelter and he saw firsthand that we could do much more to help the most vulnerable among us. He has a reputation as a leader who brings people together to get things done.
As the Chair of Multnomah County from 2007-2010, he balanced a county budget during the worst years of the recession, reducing the debt while maintaining safety net programs for the elderly, drug and alcohol treatment programs and forging partnerships to fund a Mental Health Crisis Center. He jump-started long-stalled infrastructure projects, including the Sellwood Bridge and East County Courthouse.
Under Ted’s stewardship as state Treasurer, Oregon’s investment portfolio outperformed every one of its peers in the nation and earned an upgraded credit rating. He re-launched the Oregon college savings plan, and passed legislation that created the Oregon Retirement Savings Plan, which is now a national model for state-sponsored retirement security.
Ted has assumed a leadership role in economic development. He convened business leaders and spearheaded a new statewide blueprint, dubbed the Oregon Investment Act, and it was approved by the Legislature in 2012. The Oregon Investment Act helps the State invest more effectively in the growth of small businesses.
A sixth-generation Oregonian, Ted was born in Portland, and graduated from Lincoln High School. Ted earned his undergraduate degree in Economics from Stanford University, an MBA from Columbia University and a Masters in Public Policy from the John F. Kennedy School of Government at Harvard University.
Awards Luncheon Master of Ceremonies
Alando Simpson, City of Roses Disposal & Recycling
Alando came aboard City of Roses in 2004 providing assistance on both the administrative end as well as the trade. After graduating from Portland State University, Alando jumped straight into the mix as a full time general manager, it was there where he placed his center of attention on shifting the organizations focus around sustainability and most significantly recycling.
Over the years, Alando has managed to become an organizational leader who believes in motivating employees to “get it done right the first time.” That same motivation has been the catalyst behind the restructuring of City of Roses’ entire operations with the spotlight being placed upon management processes. These same processes, which were inspired by sustainability, have led to the inception of construction waste reduction plans, waste and recycling education, recycling reports and innovative formulas which highlight carbon offsets through recycling.
Track 1: The Spectrum of Small Business Growth – Speakers
Nathan Christensen, Mammoth HR
Nathan is the CEO of Mammoth HR, an HR technology and consulting company that serves over 80,000 small businesses nationwide. In 2014, Nathan was named a “Game Changer” by Workforce magazine, and Mammoth has been recognized as one of the country’s top workplaces by Fortune magazine and Entrepreneur magazine. Nathan’s articles on management, human resources strategy, and public policy have appeared in publications such as The Washington Post, Fast Company, and Workforce, and he’s been a featured speaker at numerous industry conferences and events. Nathan holds degrees from Stanford University and The University of Chicago Law School.
Bonnie Gee Yosick, Bonnie Gee Yosick, LLC
Bonnie Gee Yosick llc is a woman- and minority-owned business (WBE/MBE/DBE certification #3814) specializing in economic and policy analysis. Bonnie has over 20 years of experience conducting economic, demographic, fiscal, and land use analyses for public- and private-sector clients, including state and local governments, corporations, individual property owners, development organizations, and other professional service firms.
Prior to starting her firm in 2001, Bonnie conducted and managed projects as an economic and land use consultant with other professional service firms in Portland and previously served as Publications Manager for the Lincoln Institute of Land Policy in Cambridge, Massachusetts. She earned a B.A. in Economics and Political Science from Wellesley College and an M.B.A. with a certificate in Public and Nonprofit Management from Boston University.
Bonnie is committed to a range of community service activities, currently serving on the board of Portland Farmers Markets, serving as President of the Oregon Wellesley Club for over 15 years, and opening her home to foster guide dogs in training for Occupaws Guide Dog Association. She also served for years as Lead Volunteer for Beverly Cleary School’s Active Transportation program, working with families to get students walking and biking.
Herb Fricke, Akana
Mr. Fricke is a civil/environmental engineer with over 25 years of experience in the consulting engineering field, with an emphasis on planning and design of water, wastewater, transportation, and site development projects. He has particular experience in managing IDIQ-type contracts for federal, state, and local agencies, and has considerable experience in planning and design for development projects for numerous tribes throughout the western states.
Terry Hosaka, Akana
Mr. Hosaka is a degreed chemist with over 30 years of environmental analysis, investigation and remediation experience. Mr. Hosaka has worked as a chemist/group leader and project manager at commercial and federal analytical facilities, and is familiar with analytical methods used to test for hazardous and radiological substances. He also has worked as a project manager and regulator (Oregon DEQ) overseeing the investigation and remediation of hazardous waste sites. His remediation experience includes redevelopment of contaminated (brownfield) properties, and his brownfield redevelopment experience include alternative project financing, negotiating with regulatory agencies, brownfield grant writing, and integrating site remediation work with redevelopment plans.
Adam Zucker, ESA | Environmental Science Associates
Adam is a seasoned project manager with experience managing complex, multidisciplinary projects for Portland Bureaus and other agencies. With 19 years of experience and expertise in engineering and a background in natural resources and geomorphology. He brings expertise designing pedestrian bridges, boardwalks, trail layouts, utility layouts, roadway improvements, stormwater facilities, and culvert replacements. Additionally, he has extensive construction management experience and a broad understanding of site development and environmental and land use permitting processes. As many of his projects have involved the site constraints of adjacent property, steep terrain, and other infrastructure, he is experienced creating designs that are practical to construct and access in environmentally-sensitive areas.
With 19 years of combined experience in civil engineering and biological and natural sciences Adam designs innovative and “green” engineering solutions that meet sustainability goals in a practical and cost-effective manner. Adam designs stormwater solutions that fit within their context and enhance site aesthetics. He understands the synergies in architectural design and site development and he has experience working on projects that have achieved LEED certification.
Track 2: Strategies Needed to Secure Financing for Your Business – Speakers
Michael Montgomery, US Bank
Michael Montgomery has over forty five years of comprehensive experience and leadership in the fields of banking, economic development; urban planning; import/export trade; international development/diplomacy; and university administration. He currently serves as Vice President and Oregon/Montana Manger for Community Development with U.S. Bank. From this position, he manages U.S. Bank’s portfolio focused on federal Community Reinvestment Act requirements in investments, community development lending, low-moderate income mortgage finance and philanthropic initiatives. From this perspective, he oversees U. S. Bank’s strategies to revitalize urban and rural communities throughout the states of Oregon and Montana.
Carissa HM. Fedchenko, US Bank
Carissa M. Fedchenko is a U.S. Bank Small Business Specialist who manages a portfolio of Business clients. She provides thorough financial planning to help position her clients for growth, and maximum profitability. She partners with specialists within U.S. bank, the business community and branches to serve clients. She possesses a good understanding of business credit, cash flow and business financials.
Carissa is a Licensed Banker who has a deep understanding of wealth strategies, retirement and tax planning through various investments and insurance. She holds her Series 6, 63 and health and life insurance licenses, and has worked with affluent clients in this role while sharing her expertise in trusts and estates. As a Personal Banker, she has been a Star Excellence performer at U.S. Bank.
Alec Vesely, US Bank
Alec Vesley is an experienced business relationship manager with a proven track record of managing large credit and deposit portfolios. He has outstanding credit and sales skills with 15 years of experience in portfolio management, business development, credit negotiation, troubled credit management, strategic planning, client retention, and client communication.
As a Client Manager at U.S. Bank, Alec manages a portfolio with $56.7 million in loans, $45 million in business deposits, $1.75 million annual revenue and 165 relationships. He is skilled in meeting with business owners to maintain and deepen bank relationships. As a Commercial Relationship Manager, Alec managed a commercial loan portfolio of clients with annual revenues of $10 – $100 million. From that position he worked intensely to retain relationships through major changes in business cycles.
Connecting with Major Regional Organizations – Discussion with Intel
Juliana Ball, Intel
Juliana Ball is the marketing & communications manager for Intel’s supplier diversity & inclusion program. She is responsible for global messaging, internal and external communications, events, and digital content for the program. She has been with Intel for over six years, previously working in the Software and Services Group where she created thought leadership for developers, CTOs and CIOs. She also managed internal communications where she was editor and contributing writer for content highlighting projects and mapping business strategies.
Before joining Intel, Juliana worked at a marketing agency in Portland and as a marketing consultant for a local small business. With 10 years of experience communicating for a variety of businesses and programs, she helps to uncover, unify and amplify complex concepts for a broad audience.
Juliana received her BA in international business from Portland State University. She lives in the Portland area and loves to travel.
Dan Briscoe, Apollo Sheet Metal
Dan is Vice President of Apollo Mechanical Contractors, headquartered in Kennewick, Washington. Dan has been with Apollo since 1999, and is responsible for developing new markets in both the public and private sectors as well as internal corporate development through strategic planning and training initiatives for Apollo. Dan has spent his career assembling successful teams in business development, acquisitions, manufacturing, and new market development in areas as diverse as agricultural commodities, food processing, mechanical construction, and classified international work for both the US State Department and the Department of Defense.
Dan has a bachelor’s degree in Agricultural Engineering Technology from Oregon State University, and currently lives with his wife Polly in Hermiston, Oregon.
Beth Wood, Kelly OCG
Beth has a strong commitment to acting as a Kelly Diversity Champion and supporting Intel’s diversity initiatives and goals. She is currently the US and Canada Operations Manager for Kelly OCG onsite at Intel and has over 15 years of experience working with Intel through Kelly. Having a background in personnel and administrative management she started as a contingent worker, and then later joined the onsite Kelly team. She has been an integral part of the Kelly program evolution at Intel today. In her current role, Beth drives the program goals of improving candidate quality to ensure the best talent is presented to Intel and to support their ever changing contingent worker needs. Additionally while professionally working on the diversity initiatives and goals for both companies, on her personal time she is also a Diversity Champion in her community with the Boy Scouts of America. Originally from Southern California, she came up to Portland in the 1990’s and fell in love with the people, culture and vibe of Portland. She resides in the Portland Metro area with her family. One of the best places to connect with Beth is in the outdoors of the Pacific Northwest!
Diversity Practitioners Summit Speakers
Colette Holt, Colette Holt & Associates
Colette Holt represents public agencies and private firms on issues related to civil rights, public contracting and affirmative action. She had broad experience in conducting defensible disparity studies, expert witness consulting and testimony, drafting legislation and policies, designing programs, managing initiatives, defending affirmative action programs, and counseling private firms on compliance with diversity requirements. Ms. Holt is also a frequent media commentator and author on these issues. Ms. Holt received her B.A. in Philosophy from Yale University and her J.D. from the University of Chicago Law School. She was a Law Clerk to the former Chief Judge of the U.S. Court of Appeals for the Seventh Circuit. Prior to developing her own practice, she was with a large law firm, Assistant Corporation Counsel for the City of Chicago and Chief Operating Officer of the Chicago Park District. She is a former Adjunct Professor at Loyola University School of Law and the John Marshall Law School.
Simeon Terry, Austin Commercial
Simeon is the Vice President of Diversity Affairs for Austin Industries and has been in the construction industry for 27 years. In his current role, Mr. Terry oversees the companies Diversity and Inclusion program both internal and external. This includes overseeing the cultural competency education, diversity compliance, affirmative action and business procurement diversity. The role of diversity affairs is to ensure that equity, diversity and inclusion are considered at the highest levels of all decisions within the company and established as a core organizational value.
Mr. Terry works hand in hand with many different departments within Austin including; accounting, legal, risk management, marketing & business development, operations and human resources. Prior to his career in construction Simeon worked as a manufacturing engineering for McDonnell Douglas in ST. Louis, MO building F-18 Hornet Airplanes for the Navy.
Mr. Terry holds a Bachelor Degree in Industrial Engineering from Kansas State University and an MBA in Finance. He also holds a Master Compliance Administrator Certification (MCA) from Morgan State University.