Nurturing success through knowledge.
2024 Pre-Conference Seminars
BVC Pre-Conference Seminars at McMenamins
The Human Capitalist: Demystifying Equity Compensation
Joe Bailey | Partner, Perkins Coie
Ann McQuesten | Partner, Perkins Coie
Joe Bailey and Ann McQuesten bring a wealth of knowledge in corporate law, mergers and acquisitions and business strategy. Joe is known for his practical, common-sense approach to complex deals, advising clients through mergers and acquisitions, and helping them access investments from private equity, venture capital, family office and angel investors; and negotiate debt financings with banks and other lenders.
Ann McQuesten is an expert in business transactions, corporate governance, securities compliance, and general business counseling. She leads multi-disciplinary teams to efficiently execute strategies for achieving clients' critical business objectives. Ann works with clients to develop a legal structure and compliance framework for their business, beginning with incorporation through all stages of growth. She regularly guides companies and investors through equity and debt financing transactions, including seed-stage, angel, venture capital, and private equity investments. She also represents buyers and sellers in mergers and acquisitions, corporate reorganizations, and other liquidity events.
Using University Resources to Start and Grow a Startup
Moderated by: Ricardo Lopez | Director and Investment Strategist, Oregon Growth Board, Business Oregon
Ricardo Lopez is Business Oregon’s Investment Strategist and runs the Oregon Growth Board, an entity designed to fill capital gaps by investing State Lottery proceeds in private markets. Ricardo is in charge of two private investment portfolios; one return oriented and one prioritizing economic development. Prior to taking on the role, he worked as an investment analyst for the Oregon State Treasury and as investment associate for consulting firm, RVK, Inc. Ricardo is a Chartered Alternative Investment Analyst (CAIA) charter holder and earned a Bachelor of Business Administration in Finance as well as a Master of Science in Finance from the University of Portland.
Panelists:
Dr. Bahman Abbasi, President & CEO of Espiku
Anna Brown., Founder, CEO and Chemist at Stark Street Materials
Keat Ghee Ong, Chief Technology Officer of Penderia Technologies, and
Nora Verbout, Director of Strategic Partnerships at Aronora
This seminar is sponsored by US Bank.
A Tax-Smart Approach to Startup Business Formation
Jordan Dawley, CPA | Senior Manager, Jones & Roth CPAs and Business Advisors
Jordan is a native of Bend, Oregon and is a Senior Manager in the firm’s Bend Office. His specialized areas of expertise include strategic tax planning for individual and family clients, as well as business tax and advisory across a wide variety of industries. He is an active coach and advisor, working closely with his clients to achieve short‐ and long-term goals. Jordan serves as a key member of the firm’s Healthcare and Dental Teams and as the Audit Chair of the local chapter of Risk Management Association. He graduated from the University of Oregon with bachelors’ degrees in Accounting and Economics.
Jones & Roth CPAs and Business Advisors is one of the largest CPA firms headquartered in Oregon. They serve companies, nonprofits and individuals from offices in Bend, Eugene and Hillsboro. Their teams of professionals are devoted to specialized practice and industry areas and provide strategic consulting and advisory services year‐round. Other services include, audit & assurance, tax, estate & trust, retirement plan services, and financial advisory services. Jones & Roth has been named to the IPA Top 300 Firms list and for the sixth consecutive year, has been named by the Oregonian as one of the 2023 Top Workplaces.
ATTEND \ PRESENT \ INVEST