NAIFA Oregon State Strategy Session
Thursday, May 9, 2019
Pacific NW Truck Museum
All Members are welcome - 11:00 AM - 3:30 PM - Cost is FREE
|
11:00 am |
Welcome |
Mai-Han Shultz |
|
11:10 am |
Roundtable Introductions |
All Attendees |
|
11:30 am |
Team Building Activity |
Attendees in Teams of 3-4 |
|
11:50 pm |
Create Wish List for Professional Development, Membership, Advocacy, etc. Working Lunch |
All Attendees |
|
1:00 pm |
Break Out Into Committees |
Attendees Choose Committee |
|
2:00 pm |
Group Review of Each Committee’s Priorities and Action Plan |
All Attendees |
|
3:00 pm |
Determine NAIFA Oregon’s Top Priorities |
Mai-Han Shultz |
|
3:30 pm |
Wrap Up & Head to Reception |
All Attendees |
Followed by Past Presidents' Reception and Burgers/Brews for Conference Attendees
NAIFA Oregon State Conference
Friday, May 10, 2019
Pacific NW Truck Museum
| Time | Activity | General CE | |
| May 9 - 4:00 PM | Past State Presidents Reception at Vagabond Brewing | ||
| May 9 - 5:00 PM | All-Attendee Reception with Tomorrow's Speakers at Vagabond Brewing | ||
| 7:00 AM - 8:00 AM | Sponsor Set-up | ||
| 7:30 AM - 8:30 AM | Delegate Council Meeting | ||
| 8:30 AM | Registration Open/Exhibitor Visiting | ||
| 9:00 AM - 9:15 AM | Welcome from State President Jeff St. Clair | ||
| 9:15 AM - 10:05 AM | Michael Beck: Ensuring Tomorrow | 1 hour | |
| 10:05 AM - 10:15 AM | Kim Dodge - NAIFA Membership | ||
| 10:15 AM - 10:30 AM | Break: Sign in/out | ||
| Raffle | |||
| 10:30 AM - 11:20 AM | Paul Dougherty: Navigating Shifting Tides | 1 hour | |
| 11:20 AM - 11:35 AM | Paul Hagemann - IFAPAC | ||
| 11:35 AM - 12:40 PM | Lunch: Sign in/out. Networking and tour of museum | ||
| 12:40 PM - 1:05 PM | Roger Beyer: Legislative Update | ||
| 1:05 PM - 1:20 PM | Raffle, Installation of Officers, Awards | ||
| 1:20 PM - 2:10 PM | Mary Fipps: Changes in Estate Planning Under the Tax Act of 2017 | 1 hour | |
| Raffle | |||
| 2:10 PM - 2:30 PM | Break: Sign in/out | ||
| 2:30 PM - 3:20 PM | Steve Parrish: Retirement Planning for Business Owners | 1 hour | |
| 3:20 PM - 4:00 PM | Raffle & Awards, Jeff St. Clair to Sign Out |
Questions - call Travis Dougherty at 503-265-5513
