Parker, Smith & Feek
Parker, Smith & Feek is an insurance and risk management brokerage firm that values teamwork in order to ensure the delivery of excellence for all clients. After four generations of private ownership, the knowledge, creativity and dedication of our people has fueled the growth of the firm into one of the 75 largest in the U.S.
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Rick Pay
Architect of Operations and Supply Chain Strategy, The R.Pay Company
As Principal of The R. PAY COMPANY, Rick Pay helps manufacturers, distributors, retail and service companies dramatically improve their gross margins and cash flow through peak operational and supply chain performance.
Rick has a proven track record of achieving results quickly and implementing sustainable solutions for growth and profitability. In addition to his consulting work, he appears regularly as a speaker, is a frequent contributor to magazines, and publishes his insights into operations and supply chain management on his blog, Operations Payoff.
Rick draws on over 20 years of experience to produce breakthrough results in operations, supply chain strategy, materials and inventory management and business improvement. He holds a BS in business administration from Colorado State University and an MBA from the University of Montana.
Based in Portland, Oregon, Rick serves clients throughout the United States and his work has taken him as far afield as China. He enjoys traveling with his family and is an avid fly fisherman.
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Perkins & Co
Perkins & Co’s mission is to be a solution for clients who want the services and sophistication of a large firm (including our Global alliance with BDO), with the continuity of engagement personnel, personal attention from shareholders and managers, and fast response time typically found in smaller firms. Our entrepreneurial spirit, excellent service and proactive client approach have helped us become Portland’s largest locally-based accounting firm with over 175 employees, including our 26 shareholders.
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James Perry
Exam & Career Coach
James Perry is a respected professional in accounting and finance, known for his ability to guide and mentor individuals to achieve their professional and personal aspirations. He has a successful career in the industry and is an Associate Lecturer at the University of Ulster.
James offers a range of services through his consultancy business, including his “Accounting Exam Accelerator” and “Accounting Career Accelerator” programs, as well as corporate workshops. He is a Fellow Chartered Accountant, Associate Fellow of the Higher Education Authority, holds a Masters Degree in Advanced Accounting, a First-Class Honours Degree in Accounting, and an Executive Coaching certification.
He is a Northern Ireland Top 40 Under 40 2018 & 2019, a TEDx Speaker and has assisted hundreds of students and professionals in reaching their goals. James is also an adventurous traveller who brings a unique perspective to his work and clients.
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Scott Philips
Managing Partner and Founder TruNORTH Partners
With 30+ years of diversified experience in business leadership, Scott is recognized as an action-oriented leader. His strengths lie in family business transitions, strategic management, business coaching, succession planning, leadership development, employee engagement and productivity, culture, acquisition integration, executive coaching, and revenue generation.
Scott has successfully worked with over 500 companies and coached 300+ CEOs to better their businesses and pilot smooth transitions. Scott’s greatest joy in business is seeing transformation in the individuals, teams, and companies that TruNorth works with. In Scott’s words, “Every business is unique, but they all have needs, desires, and wishes. My greatest joy is enabling them to succeed.”
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Bob Phillips
President & CEO at RW & Associates, Inc.
Bob has over 35 years of business experience in organizations that vary in size from the very large to unfunded start-ups. His combination of soft skills in the people management area and understanding of hard skills in the financial workings of a business give him a unique view of what it takes to be successful in the complex world that we live in today. Not only has he worked with organizations in the domestic U.S. market but has also managed staff and major change management projects internationally. His international work has been conducted in Europe, APAC, Canada and Australia.
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PitchBook
PitchBook is a financial technology company that provides data on the capital markets to help professionals discover and execute opportunities with confidence and efficiency. We collect and analyze detailed data on the entire venture capital, private equity and M&A landscape—including public and private companies, investors, funds, investments, exits and people. Our data and analysis are available through our suite of products (the PitchBook Platform), industry news and in-depth reports.
