FPA May CE Symposium

May 20th, 2026 
University of Portland | Board Room

In Partnership with:

Register Here

Registration Details

Registration includes two education sessions, breakfast, optional boxed lunch, and breaks with our sponsors and exhibitors.

Registration:

FPA Member: $185
Non-member: $200

Speaker & Session Details

9:30am - 10:30 am
An Economic Engine for the Region: How the Port of Portland Keeps the Pacific Northwest Moving
Presented by Curtis Robinhold, Port of Portland

Port of Portland Chief Executive, Curtis Robinhold, will present on the Port of Portland’s vital role driving our regional economy through travel, trade, and industry innovation. The presentation will cover the Port’s scope of work and authority, including an overview of its core infrastructure – three airports, three working marine terminals, and six business parks. With this foundation in place, the session will dive further into the Port’s efforts to invest in our region to increase business viability and foster livability for all people. 

Learning Objectives:

• Increase understanding of the Port of Portland’s role in creating and sustaining access to essential infrastructure for people and businesses across the Pacific Northwest. 
• Raise awareness about the Port of Portland’s efforts to create, sustain, and expand economic opportunity via trade and industry development.   

Curtis Robinhold serves as the Executive Director of the Port of Portland, a critical hub for trade, transportation, and economic growth in the Pacific Northwest. He joined the Port in 2014 as Deputy Executive Director and took the helm in 2017. The Port, overseen by a nine-member Commission appointed by the Governor, includes three marine terminals, two general aviation airports, and Portland International Airport (PDX).

Under Robinhold’s leadership, the Port of Portland’s 800-member team focuses on strengthening America’s supply chains, growing private-sector jobs, and expanding Oregon’s role in international trade and commerce.

A major component of that vision is PDX Next—a five-year, $2 billion investment in modernizing Portland International Airport. This project is building a state-of-the-art terminal to handle 35 million passengers annually, boosting regional economic output while cutting red tape and improving operational efficiency. Designed with American craftsmanship and energy-conscious upgrades, the new PDX will cut energy usage in half while doubling in size—showcasing innovation without compromising performance.

Before joining the Port, Robinhold served as Chief of Staff to Oregon Governor John Kitzhaber, managing policy and operations with a focus on streamlining government and fostering economic growth. In the private sector, he was CEO of an energy efficiency finance firm and led global operations for BP’s gas-fired power business. He played a key role in expanding American energy expertise into international markets, supporting energy independence and job creation at home.

Robinhold began his public service career advising on natural resource policy for Governor Kitzhaber and Congressman Peter DeFazio, gaining a deep understanding of the balance between environmental stewardship and economic opportunity.

He serves on the boards of the Oregon Business Council and Oregon Public Broadcasting. Robinhold holds a BA from the University of California at San Diego and earned an MBA and a Master of Environmental Management from Yale University.

A native of Eugene, Oregon, Robinhold values outdoor pastimes like fishing, camping, and rafting. He and his wife are raising their two daughters in Portland.

11:00am -12:00pm
JP Morgan Guide to Retirement
Presented by Sam McGibbon

Updated annually, the Guide to Retirement provides an effective framework for supporting your retirement planning conversations with clients. It includes charts and graphs to help you explain complex topics in a clear and concise manner. A description and audio commentary are available for every slide.

Planning for retirement may feel overwhelming, but focusing on the levels of control you have over various factors can give you more confidence. There are factors that are out of your control, like market returns and the future of tax policy, legislative and regulatory reforms. Using slides from the Guide to Retirement we present seven essential retirement planning principles, giving investors the confidence to make more informed decisions and take positive steps toward a successful retirement.

Learning Objectives:

• Understand factors our of the advisor's control such as market returns and tax policy.
• Understand seven essential retirement planning principles.
• Understand successful retirement planning.

About our Presenter: Sam McGibbon is the Retirement Plan Client Advisor for the J.P. Morgan Retirement Plan Team covering the Pacific Northwest.  The Retirement Plan Sales Team supports both the retirement plan platform business and DCIO business. Sam has earned a Master of Business Administration from the University of Colorado, holds FINRA Series 7 and 63 licenses, and is a Level 3 candidate in the CFA program.  He currently lives with his wife and two daughters in Northeast Denver.

Thank you to our Sponsors!

Platinum Sponsors

	Kim Dodge Phone: 503-595-1600 Email: [email protected]

Gold Sponsor

Jeff Cornell Phone: 213-992-9009 Email: [email protected]	Ryland Puzzitiello Phone: 310-576-1155 Email: [email protected]
Stephanie Johnsen Phone: 971-346-6088 Email: [email protected]	Gus Grefthen Phone: 360-650-6932 Email: [email protected]

Robert Speidel Phone: 360-857-8818 Email: [email protected]

 s

 Silver Sponsors

Ryan Trujillo Phone: 206-840-0572 Email: [email protected]	Jacob Wagner Phone: 503-994-5669 Email: [email protected]
Neil Nakagawa Email: [email protected]

 

Featured Firm

Jill Novak [email protected]