2019-20 Annual Sponsorships Available!


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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 AMKim 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


 

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Address: 7420 SW Garden Home RD - Portland, OR 97223 ● Email: execdirector@naifaoregon.org


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