Wednesday, November 20, 2024 | 8:00 am - 4:00 pm

McMenamins Kennedy School | 5736 NE 33rd Avenue Portland, OR 97211

Registration Details

Registration includes all education session, breakfast, lunch, hosted bar, and networking with our sponsors and exhibitors.

Early Registration through Monday, September 30th: 

FPA Member: $160
Non-member: $260

Registration Beginning October 1st:

FPA Member: $175
Non-member: $275

Register TODAY!

Session & Speaker Details

Growth: Client and Advisor Perspectives
Presented by Livia Ramirez, Dimensional Fund Advisors

Using insights from Dimensional’ s Global Advisor and Investor Studies, this session offers information to help advisors identify their ideal target client, evaluate and strengthen their firm’s value proposition to drive client referrals and growth, and understand what the business will need to support anticipated growth.

Learning Objectives:

• Participants will leave with a better understanding of the various components for creating a target client profile.
• Participants will have a framework to consider when articulating their value propositions.
• Participants will have a framework of actions to focus on to drive success.

Meet your Speaker: 

Livia Ramirez is an Austin-based Regional Director in Dimensional’s Global Client Group. She works on the Practice Management team, whose mission is to help financial advisors gain strategic insight into their business by reviewing their performance and strategies relative to those of like-minded peers.

Prior to her role at Dimensional, Livia worked at AllianceBernstein as the chief operating officer for legal and compliance. She was charged with protecting the firm’s reputational and regulatory risk through long-term business planning, project management, logistical and technology operations, change initiatives, and talent acquisition and engagement within legal and compliance. Before that, Livia served as a registered investment advisor's first COO, a position in which she transformed and developed the infrastructure for operations, client service, technology, talent management, organizational development, portfolio management, communications, finance, and compliance.

Granted 1 CEU with the CFP Board.

Recovering Real Estate from Unwanted Occupants: Property Possession Claims & Landlord Tenant Law in Oregon
Presented by Damon Petticord, Petticord Law Group

Recovering possession of real estate from unwanted occupants in Oregon can be challenging. This seminar identifies different types of property possession claims involving both tenant and non-tenant occupants. It discusses residential tenancy definitions and exclusions under ORS Chapter 90 and summarizes the Forcible Entry & Detainer (Eviction) process. It explores how Oregon’s “just cause” statutory scheme prohibits most “no cause” terminations of tenancy without a statutorily defined “qualified reason.” Finally, this seminar discusses how voluntary tenancy termination agreements may be used to recover possession of properties, essential agreement terms, and how to negotiate agreements.

Learning Objectives:

• Identify different types of property possession claims in Oregon.
• Residential tenancy definition and exclusions.
• A brief overview of the forcible entry & detainer.
• Oregon's "Just Cause" statutory scheme.
• Voluntary termination agreements.

Meet your Speaker: 

Damon Petticord specializes in helping property owners and landlords recover possession of properties from tenants and other occupants. He has assisted hundreds of property owners and landlords across the State of Oregon. He has been member of the Oregon State Bar since 1996 and Washington State Bar since 2002. He earned an M.B.A. with his J.D. from University of Oregon and brings a business-oriented perspective to his practice. 

Granted 1 CEU with the CFP Board and the Oregon Insurance Commission.

Anticipating Your Clients' Needs in our Local Real Estate Market
Presented by Hannah Atherton, Urban Nest Realty

Between interest rates and realtor commissions, clickbait headlines in the real estate industry are grabbing our attention: what’s really going on? We’ll dive into the unique opportunities and challenges of our hyper-local real estate market. You may see your clients in the profile of today’s current buyers and sellers which will help you anticipate your clients’ needs. Get some key takeaways to share with your clients and some creative selling and purchase ideas!

Learning Objectives:

• Overall market conditions
• Identify your clients who may be buying or selling
• Creative purchase and sales models
• understanding realtor commission

Meet your Speaker: 

Hannah’s approach to real estate is rooted in uplifting others. After her time in affordable housing development and a decade of volunteer-coaching personal finances, she pivoted to be a real estate broker to impact the every-day person’s asset building. She exhibits true expertise and creativity whether coaching clients in their first steps of homeownership, selling their home, or acquiring an investment property. She has emphasis on education, teaching a recurring free home buyer class. She takes her clients journeys seriously, diligently advocating for them while making the process light-hearted and approachable!

Granted 1 CEU from the CFP Board and the Oregon Insurance Commission.

ABLE Accounts with the Oregon Treasury Savings Network
Presented by John Valley, Oregon Treasury Savings Network

John will provide an overview of the ABLE program and how it is implemented by the Network. ABLE is the state’s disability savings program that is open to people diagnosed with a disability before the age of 26. A person with a disability or an authorized legal representative can open an ABLE account. The money in an ABLE account belongs to the person with the disability and does not count against their means tested asset limits for vital state and federal benefits. Having an ABLE account can help relieve the pressure of someone who has special needs by allowing them to save for their future without losing their benefits by going over these asset limits.

Learning Objectives:

• To provide an overview of the ABLE Program
• and how it can be useful financial tool for people with disabilities

Meet your Speaker:

John Valley has been with the Oregon Treasury Savings Network since September 2014. John has been married to Amanda his wife for over 21 years and they have two children, Parker who is 18 and Bridget who is 15. Before working for Oregon Treasury John worked for U.S. Senator Jeff Merkley in his Portland office as his Clackamas County and Washington County field representative. Before working for the Senator, John was the Oregon Government Affairs Director both at the American Heart Association and the American Cancer Society. 

Granted 1 CEU from the CFP Board and Oregon Insurance Commission.

Register Today!

Thank you to our Sponsors!

Platinum Sponsors

Kim Dodge Phone: 503-595-1600 Email: [email protected]	Ryland Puzzitiello Phone: 310-576-1155 Email: [email protected]

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Gold Sponsors

Charlie Martin Phone: 303-226-1483 Email: [email protected]	Michael Law, CFP® Phone: 612.844.4746 Email: [email protected]

Silver Sponsors

Alex Sorosky Phone: 503-726-2069 Email: [email protected]	Christine Neimeth Phone: 503-720-6367 Email: [email protected]
Sandie K Rodda, CIMA Phone: 503-307-8567 Email: [email protected]	Jennifer Benedict email: [email protected]
Jim Hardeman Phone: 760-492-6467 Email: [email protected]