Women, Wealth and Wisdom
9:30 am Registration and Check-in & Networking Coffee
10:00 Introduction & Welcome Address
Carol Ventgen Board President, Coos History Museum
Representative Caddy McKeown,
Women Making a Difference
10:15 Dr. Patty Scott, President, Southwestern Oregon Community College
National Trends of Women & Life Long Learning
10:45 Shirley MacAdam, CPA, Harwood, MacAdam, Wartnik, Fisher & Gorman, LLC
New Tax Law Implications
11:15 Lisa Amaral, V.P. & Trust Officer, Oregon Pacific Bank, Kristina Gochnour, CPA, Harwood, MacAdam, Wartnik, Fisher & Gorman, LLC, & Karen Costello, Attorney at Law, Costello Law Office
Estate Planning & Personal Philanthropy
11:45 Ellery Kaiser, Financial Planning Associate, Morgan Stanley
Women & Investing
12:30 Boxed Luncheon with Business Panel Discussion
1:15 Closing Remarks, Representative Caddy McKeown
1:30 Additional Questions for our Speakers
State Representative Caddy McKeown is a Democratic member of the Oregon House of Representatives, representing the 9th District since 2013. She was a member of the Coos County school board for 11 years and was the vice chair of the Board of Commissioners of the Oregon International Port of Coos Bay. McKeown was born in Coos Bay in 1951. She is a 4th generation Oregonian. Her husband is a former City Councilor and two-term mayor of Coos Bay. She attended the University of Oregon in Eugene, before transferring to Oregon State University where she earned a degree in horticulture in 1974. She was a member of and the board Secretary of the Energy Trust of Oregon.
President, SWOCC —
Patty M. Scott has been at Southwestern Oregon Community College since 1993. She started out at Southwestern splitting time as Director of Student Support Services (TRIO) and Counseling Faculty in 1993. She was named Director of Educational Support Programs in 2002 and served as Dean of Students since February of 2006 until being named as interim President in October 2008. During her tenure at Southwestern, Scott served a five-year stint on the Faculty Senate and spent three of those as chair. She received an excellence in action award in 2005 for her work a chair of a faculty led retention taskforce that resulted in creation of several new programs and campus cultural change. Dr. Scott became the sixth president of SWOCC on December 14, 2009.
Scott graduated from a small rural Oregon High School in North Eastern Oregon and began her higher education pursuit at Lane Community College in Eugene, Scott completed a bachelor’s degree in Sociology from the University of Oregon. She went on to earn a Master of Arts degree in College Student Personnel Administration from Bowling Green State University in Ohio and Doctorate of Education in Community College Leadership from Oregon State University.
Patty is very involved in the community. She is a member of the Bay Area Hospital Board, a Parks Commissioner with City of Coos Bay, on the budget committee for Water Board, Bay Area Hospital Foundation Board and is a member of Rotary and Zonta service clubs. She served on the steering committee for Leadership Coos for 11 year and 4 years as a volunteer for Habitat for Humanity. She was trainer for the Ford Family Leadership for many years. Patty is the past Chair of the Oregon Presidents Council and is past treasurer and secretary of the Oregon Community College Association.
Prior to coming to Southwestern, Patty worked in student services at the University of Oregon and in Career Services at Roger Williams College (now University) in Bristol, RI.
CPA, Harwood, MacAdam, Wartnik, Fisher & Gorman, LLC While raising her son and working as a chef and manager in the restaurant industry and later in the banking industry, Shirley returned to college to pursue her accounting career. Starting out at Southwestern Oregon Community College, she graduated with honors from Linfield College in 1998 and received her CPA license in 2001. Since 2003, Shirley has been one of the founding partners of HMWFG.
Shirley’s industry background and expertise provide a practical balance to her technical ability. While she serves her clients primarily with tax and accounting needs, her passion is helping the small business person succeed with cash flow management, long term business planning, entity structures, and ownership transitions.
Shirley is a communicator with a warm and personable style. She is the 2017 Distinguished Alumni of Southwestern Oregon Community College. She is currently treasurer of the Coos Bay Zonta Service Foundation and past president of the Coos Bay Area Zonta Club. She is most proud of the scholarship committee work she does with Zonta.
Shirley enjoys being actively involved in our community and spending time in the outdoors with family and friends.
Vice President, Oregon Pacific Bank Lisa has over 21 years of banking experience and is knowledgeable in all aspects of financial services and trust administration. Lisa has held positions in trust administration, portfolio management and private banking services with Northern Trust Company of Chicago, worked as a business development officer for U.S. Bank and as branch manager for Umpqua Bank. Lisa received her B.A. degree from University of California, Los Angeles. She holds the designation of Certified Trust and Financial Advisor (CTFA).
Co-owner of 7 Devils Brewing Co.
Annie Pollard is the co-owner of the 7 Devils Brewing Co. She received her Bachelor of Science degree from the University of Oregon in biology and later received a Master of Science degree from UO for her research on marine bird nesting ecology. Her career in ecology has included rehabilitation of endangered songbirds in Hawaii, science education for grade school students in Oregon and Alaska, research on climate change in Antarctica, and research on Oregon’s near-shore marine reserves. Her background has lead to a strong commitment to the conservation and restoration of crucial ecosystems both locally and abroad. Annie is an active organizer for the local Surfrider chapter. She is also an artist, working with a diverse array of media including ceramics, oil paint, and textiles and instructs a community ceramics class at SWOCC. Her decision to open a brewery in Coos Bay was fueled by a desire to combine science with art and provide local, handcrafted beer to her community.
Pre-registration and tickets required.
$45/person or $40/person for museum members. Lunch will be provided by Black Market Gourmet.
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All events subject to change.