2014-2015
www.pdx.edu/sba
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Letter from the Interim Dean Since August I have officially served as interim Dean. It has been invigorating to enter into this role at such a pivotal time in our School’s future. Schematic design for the renovation and construction of our new building will be completed at the end of October, construction is set to begin in Spring 2015 and it will be ready to move into two years later. With more than $17.8 million of the $20 million in Scott Marshall, Interim Dean private funds already raised we are nearing the end of the building campaign. The importance of the building to the business community has been demonstrated by gifts of $250,000 from The Standard, Tektronix, ESCO and Daimler. We continue to innovate our program offerings to better serve our community. Over the last two years we launched two online undergraduate majors – in Supply Chain Management, Management & Leadership and two of graduate programs – the Master of Real Estate Development and the Master of Science in Global Supply Chain Management. The high quality of the programs and growing enrollments provide clear evidence of our ability to quickly and effectively serve our community. This year we welcomed three new faculty members. They include Joleen Kremin and Cass Hausserman in Accounting and Steven Carnovale in Supply Chain Management. I had lunch with the three of them a few weeks ago and I am so pleased with their enthusiasm and preparedness for their careers at our School. In the coming year we are excited to recruit five new faculty members to join the School – three are in the marketing area, one in finance and one in real estate.
It is also my great pleasure to introduce to you our new Dean for the School of Business Administration (SBA,) Dr. Daniel (Dan) Connolly, who is currently the Senior Associate Dean at the University of Denver’s Daniels College of Business. He also serves as an Associate Professor of Information Technology with a dual appointment in the Fritz Knoebel School of Hospitality Management and in the Department of Business Information and Analytics. Dr. Connolly’s teaching, research, and consulting interests focus on the strategic application of information technology and electronic commerce. He routinely presents his work at professional and academic conferences around the world, is a prolific writer, and is Dan Connolly will join SBA often quoted in the industry trade press on hospitality as the new dean in July. technology-related matters. His book Technology Strategies for the Hospitality Industry (now in its second edition) is the industry’s first book on technology strategy. Dr. Dan Connolly will start July 2015 - a firm date will be announced soon. In closing, I extend an invitation to any and all of you to drop me a line (or send an email). Please let me know what our School can do to continue to meet the current and emerging needs of our community. Thank you, Scott Marshall, Interim Dean
New Allen Ray Sandstrom Endowed Scholarship will benefit local high school graduates IN 1964, WHEN ALLEN RAY SANDSTROM GRADUATED FROM PSU WITH A BUSINESS DEGREE, he was the first in
his family to earn a college education. Thus, Sandstrom understands the obstacles that first-generation college students face; from finding the inspiration to enroll to finding the money to pay for tuition. That’s why he made an estate gift to create the Allen Ray Sandstrom Endowed Scholarship. When realized, his gift will support students from low- and middle-income families who are pursing degrees in finance or accounting in PSU’s School of Business Administration. “Everybody needs the opportunity to progress,” Sandstrom says. “If college was not in your family’s background, you need a little help to get started.” Full-time PSU students who graduated from a public high school in the Beaverton or Portland school districts with a grade point average of 3.0 or better will be eligible. The scholarship will pay 50 percent to 100 percent of tuition and fees. Sandstrom’s gift aligns with the university’s Creating Futures scholarship campaign, which has raised $50 million in scholarships.
Sandstrom grew up in a working-class neighborhood in Southeast Portland. His father had to quit high school during his freshman year to work as a fisherman. Neither Sandstrom’s mother nor his siblings pursued college degrees. But his friends at Cleveland High School came from families that made higher education a priority. So, after stints in the U.S. Merchant Marine and Army, Sandstrom returned to Portland, got a job and started night classes at PSU in 1959. Sandstrom worked in accounting his entire career, primarily at Portland General Electric, before retiring in 1997. Now, he wants to support PSU’s mission of access and help students who face the same obstacles that he faced more than a half-century ago. His gift will be the second largest endowed scholarship in the School of Business and will have a tremendous positive impact on the lives of students for generations to come. “Just talking to PSU students,” he says, “you can see the need.” To learn more about giving to scholarships in the School of Business Administration, please contact Lauren Clark, Development Officer, Scholarships and Campaigns, 503-725-2675, Lauren.Clark@pdx.edu.
SCHOLARSHIPS AT T H E S BA • More than $250,000 in scholarships are awarded every year to business students • In 2014, only 128 students received awards averageing $2,234 per student • Cost for undergrads is estimated at $23,000 yearly • D o n o r s l i ke y o u c a n h e l p close the gap!
M O C
G IN
O G & n o p u g Catchin d outs n a s n i e th A B S e h t of
FACULTY RETIREMENTS
JOINING US THIS FALL
FIVE FACULTY MEMBERS HAVE ANNOUNCED THEIR RETIREMENTS:
STEVEN CARNOVALE, PH.D. is an Assistant Professor of Supply and
Lee Buddress, Nobuko Chalfen, Ray Johnson, Tom Johnson, Carolyn McKnight, all of whom made contributions that would take an entire newsletter to adequately describe. They changed the lives of untold numbers of students, made important contributions to their fields, and were key members of the SBA’s vibrant culture. We are indebted to them for their tireless work and wish them the best in their new endeavors.
Logistics Management at Portland State University. He earned his B.S. and Ph.D. at Rutgers University and his research has been published in the Journal of Supply Chain Management and presented at various academic conferences, including the Academy of Management Annual Conference, the Academy of International Business Annual Conference, the Decision Sciences Institute, ISM’s North American Research Symposium, and
O
G IN
INFORMS Annual Conference. His current research focuses on empirical supply chain strategy. Specifically, network theory, risk management, graph theory, supplier selection, global sourcing strategies and global production networks with a specific focus on equity- and non-equity-based partnerships. His econometric modeling activities focus on panel and time series data methods, discrete choice modeling, event data analysis and network theory applied to supply chain management. At PSU, he will teach undergraduate courses in operations & supply chain management and at the masters level he will teach reverse logistics & sustainability. JOHN ECKROTH, CPA (OREGON AND CALIFORNIA) earned a B.S.
from the California State University, Bakersfield, an MBT from the University of Southern California and an MBA from Portland State University. John’s teaching experience includes financial accounting and financial statement analysis. John’s work experience includes five years at PricewaterhouseCoopers, LLP, nine years as a partner in a small CPA firm in Claremont, California, and another five years as controller, and later CFO of a U.S. based subsidiary of the Spanish banking firm BBVA. After leaving the firm in 2002, John has continued as a consultant for BBVA’s U.S. operations, working with its Houston-based subsidiaries in the areas of financial reporting and analysis, internal controls and regulatory compliance.
CASS HAUSSERMAN, CPA (ILLINOIS), PH.D. received a B.A. and M.S. in
Accounting from Michigan State University. She completed her PhD at the University of Wisconsin – Madison. Before starting her Ph.D., she worked for KPMG’s Federal Tax Group in Chicago. During her Ph.D., she taught courses in managerial accounting and taxation. Her primary research interests include taxpayer behavior, perceptions of the IRS and fair treatment of taxpayers, as well as factors that improve taxpayer compliance. She is also interested in characteristics unique to accounting and tax professionals and how they relate to job performance and career satisfaction. She is currently teaching the introductory class in taxation (Accounting 421). JOLEEN KREMIN, CPA (UTAH), PH.D. obtained a B.S. and MAcc from
Southern Utah University in 2007 and a Ph.D. (Business Administration - Accounting) from Texas Tech University in 2014. Dr. Kremin’s teaching experience includes audit and financial accounting. She is currently teaching undergraduate audit courses. Her primary research interests include behavioral decision theory specifically in an audit setting. In particular she is engaged in research that applies psychological and social psychological theories to current issues in accounting like auditor independence, professional skepticism, investor decisions, auditor judgments and audit quality. Joleen is originally from Vernal, Utah, but gladly claims both Texas and Oregon.
BEER BUSINESS
Alumni of the Craft Brewing Online Certificate program put their studies to work pursuing their passion for ale
BENJAMIN MORGAN of FIRESTONE WALKER BREWING COMPANY What do you do at Firestone Walker Brewery? I’m currently into my second year of employment at Firestone Walker. I started as a part time keg line operator at nights while finishing up business school. As graduation came closer, I expressed interest in using what I’ve learned in school towards a career with the company. Upon graduating, the marketing department offered me a position on the events team, and that is where I am today! Which courses from the certificate were most relevant to your job? I completed the Business of Craft Brewing Certificate program in June. It was a unique opportunity for me to hone in on and direct the concepts I was simultaneously learning in my business management program towards the craft beverage industry. All of the courses within the program offered an enormous amount of detailed information and real world examples. By far the best and most useful information for myself were the plethora of Excel worksheets and tutorials that enabled me to gather realistic numbers and figures towards brewery operations. Obtaining realistic costs, accurate inventory counts, and detailed time frame figures are essential to running an efficient, productive, and quality brewery. The program gave me the resources and confidence to gather all the necessary data on my own. What inspired you to pursue a career in craft brewing? It was my father’s death that drove me into the craft beer industry. His accidental passing made me realize life needs to be spent doing what you love. After nearly a decade in the transportation industry, it was quite obvious the custom-
er base in craft beverages is way more fun to deal with. You also don’t have to be in business school to see the industry growth statistics of craft beverages. With that in mind, three years ago I called my buddy Sam, he and his brother’s own Jack’s Abby brewing in Framingham, MA, near Boston. They gave me the opportunity to intern with them to see if the beer industry was right for me. My experience up to that point in beer was about a year of home brewing. Hooked right away, I returned to Paso Robles, CA, and worked on the construction and opening of Barrelhouse Brewing. Six months later, Firestone Walker had me join their team. What are your long term goals? In such an increasingly fluid and growing industry, future opportunities are countless. Having been able to use Firestone Walker as a business example for my work in the program, I am able to understand how and why it has become such a successful brewery. I’d like to use what I’ve learned to grow with the company.
RAJIAM PURSIFULL of OREGON CITY BREWING COMPANY What were the highlights of your courses in the certificate program? This course of study forced me to do all the things I needed to do before I could start our business in terms of finding suppliers, forecasting income and expenses, pricing equipment and inventory, and developing a realistic plan of action. Oregon City Brewery is the creation of three longtime home brewers who got tired of talking about starting a brewery and decided to go for it. We bought a three barrel brew house out of pocket and set it up in a garage. Our plan is to learn the business of beer with this small system while we establish enough accounts to justify further growth. We are starting with no debt and very little overhead. We will use this plan to provide a starting point and road map for future growth when we may need partial funding from outside investors. You’ve been labeled a “retirement brewer,” what inspired you to begin a second career in craft brewing? We have a great startup team whose skills include project management, marketing, sales, brewing, electrical, plumbing and carpentry. Two of us have run businesses of our own, and one is an ex-banker. Two are retired and have time to establish and grow the brewery. Our beers will have character, taste and a story that will attract any-
one who has had the urge to create something of their own that was not only useful, but also profitable and of service to the community. What are your plans for Oregon City Brewery? My son-in-law Bryce, his dad Craig, and I were home-brewers hoping to brew commercially someday. Our original idea was to brew beer that was very drinkable that would appeal to women as well as men. We toyed with “Pioneer Brewing” for months thinking about how it might fit in with the Northwest, the Oregon Trail, Lewis and Clark, etc. Our concept was to name our beers after various pioneers in various fields and craft each style to represent the character of one pioneer. After several months of researching and estimating startup costs, we decided to start small and fund the brewery out of pocket. We moved our operation to Bryce’s garage. We installed a walk-in cooler, a 125-amp sub-panel, and purchased an electric brew house from Stout Tanks in Portland. After we received our brewing license we finally decided to use the name “Oregon City Brewery” or OCB for short. We just opened our brewpub in November.
BUSINESS OF CRAFT BREWING CERTIFICATE
The Business of Craft Brewing program is designed for anyone with an interest in the business side of craft beverages, from grower to glass. The primary focus is on craft brewing, but includes business models for distilleries and alcoholic cider facilities as well. Learn more at pdx.edu/cepe/
Building a new Future for the SBA
AN OPPORTUNITY
THE PLAN
As School of Business alumni, you understand the value of our programs and our impact upon the region’s economy. The plan to renovate and expand the School of Business will allow us to provide future students, faculty and the greater business community with the necessary space to collaborate and grow.
Using our current footprint, we will completely renovate our existing structure, incorporating the space currently used by the Graduate School of Education. We will also add approximately 35,000 square feet in new construction with the addition of a pavilion on the north side of the block. In total, we will be adding nearly 100,000 square feet which brings the final building size to 135,000 square feet.
Alumni, business leaders and organizations of all sizes have come together in support of this essential project. Join them by making a gift to the building campaign, and send a message about the value of PSU’s School of Business.
AN INVITATION
We have raised $17.8 million of our $20 million philanthropic goal. With $40 million in bond funding from the state, we are only $2.2 million away from our $60 million project goal.
100% 90%
$2.2mil
Make your contribution via the enclosed envelope or online at www.pdx.edu/sba/grow-with-us
CLASSROOMS THAT FACILITATE DISCUSSION & PARTICIPATION
NO TEAM ROOMS
15 TEAM ROOMS
2 CENTERS
4 CENTERS
NO AUDITORIUM / EVENT SPACE
FULL AUDITORIUM / EVENT SPACE
CLASSES ALL ACROSS CAMPUS
CENTRALIZED ACTIVITIES & CLASSES
CROWDED FACULTY OFFICES
SUFFICIENT NUMBER OF QUALITY OFFICES
OBSOLETE BUILDING
STATE-OF-THE-ART LEED® PLATINUM BUILDING
80% 70%
$17.8mil
60%
You can be a part of building a better business school.
OVERCROWDED CLASSROOMS
50% 40% 30%
$40mil
20% 10% 0%
: e l i f o r P i n n Alum a o J
e i r e Val
Valerie Joan Connors is the author of
three novels. Her first, Give Me Liberty, was self-published in 2010. In 2013, Bell Bridge Books published her second novel, In Her Keeping, and in 2014, Deeds Publishing released her latest novel, Shadow of a Smile. She has a B.S. in Business from Portland State University. Give Me Liberty is a historical novel, set in New York City just after World War II. It’s the story of a courageous woman who breaks away from her abusive husband and moves to New York with her three year old son to start a new life, at a time in our history when women rarely did that sort of thing. In Her Keeping is a story about a tiger sanctuary, set in the North Carolina Mountains, whose protagonist finds both meaning for her life, and an outlet for her maternal instincts, when she finds herself caring for a tiger cub.
C
s r o onn
Her most recent release, Shadow of a Smile, is about a woman who, upon the untimely death of her mother, embarks upon a journey to discover the truth about the father she believed had been dead for thirty years. Valerie is currently the President of the Atlanta Writers Club, an organization that has been in existence for a hundred years, and has approximately 700 active members. During business hours, Valerie is the CFO of an architecture, engineering and interior design firm. She lives in Atlanta with her husband and two dogs, and is working on her next novel. Caitlin Hamilton Marketing & Publicity, LLC. www.caitlinhamiltonmarketing.com caitlin@caitlinhamiltonmarking.com
B E TA A L P H A P S I • 2 0 1 4
A Year of Excellence The 2013-2014 academic year was an exciting year of growth for PSU’s chapter of Beta Alpha Psi, international finance and accounting honors society (BAP). BAP Epsilon Alpha achieved Superior Chapter status for the second year , reflecting the great work of students, faculty advisors, and involved professionals over the year. The chapter’s students logged more than 4,500 hours in the year, including 2,519 community service hours. With the BAP Regional conference held in Portland, OR, in April 2014, most of the incoming and outgoing officers were able to attend, with some officers taking part in the Best Practices competition. In addition, Executive Vice President Sarah Dunbar and VP of Communications Rahnia Beuter were able to attend the BAP International Annual Meeting in Atlanta, GA. While there, they accepted two awards for the chapter: Ethics Award, Sponsored by Grant Thornton LLP BAP partnered with the Rotary Club of Portland (Rotary) to add a business ethics component to Enterprise Academy (EA), a weekend entrepreneurship
camp for Portland high school students. It aims to provide students, many of them underserved, the opportunity to discover free enterprise through writing business plans for their fictional startup.
Twenty-four BAP students participated in this project, with 10 serving as Ethics Advisors during the camp itself. This project was a great opportunity for BAP to establish a connection with Rotary, one that will continue to be strengthened in the 2014-2015 academic year. VITA Award: Top Three in Volunteer Hours BAP works with AARP Tax Aide/CASH Oregon as part of the Volunteer Income Tax Assistance program every year. In the 2013-2014 academic year, BAP students from PSU constituted 10 percent of the total volunteers for the state! The IRS recognized Epsilon Alpha as one of the top three BAP chapters in the nation in terms of total volunteer hours. Energized by these accomplishments, BAP at PSU has nearly doubled in size since the end of the 2013-2014 year and we are excited to see what 2015 brings.
SBA:
By the Numbers
725
Students who graduated with undergraduate business degrees
Degree Recipients in 2013/14
936
MBA 196 MSFA 59 MIM 31 MRED 43 GSCM 43 HCMBA 113
Business options/certificates awarded (higher due to double majors)
3500
Business school undergratuate enrollment
Current enrollment in 2013/14 MBA 90 MSFA 33 MIM 52 MRED 12 GSCM 0 HCMBA 27
36
400
Average student class size.
Student internships each year
20K+
39
Faculty members on editorial boards for reputable business journals
Fellow PSU School of Business alumni
12.2
12+
Percent of international students
Student-led groups from Entrepreneurship Club to Women in Business
Where our graduates work: Boeing Costco Daimler ESCO Intel
Kroeger Nike UPS Wells Fargo and more‌
75
Percent of graduates who stay and work in PDX
Faculty notes MANAGEMENT
Lauren Simon coauthored an article titled “Hierarchical representations of the five-factor model of personality in predicting job performance: Integrating three organizing frameworks with two theoretical perspectives,” which appeared as the lead article in the November issue of Journal of Applied Psychology. The paper was the recipient of the HR Division Scholarly Achievement Award at the Annual meeting of the Academy of Management, for being selected as the most significant article in HRM published in 2013. Lihong Qian coauthored an article titled “Market frictions as building blocks of an organizational economics approach to strategic management” in the September, 2013 issue of Strategic Management Journal. Pete Tashman coauthored an article titled “Half a world away: The integration and assimilation of corporate social responsibility, sustainability, and sustainable development in business school curricula” published in the May, 2014 issue of Corporate Social Responsibility and Environmental Management. Pam Tierney was facilitator in “LMX research incubator,” chaired a session titled “LMX and
Beyond!” and presented a paper titled “Temporal model of creative idea implementation among routine workers” at the annual meeting of the Academy of Management, Lake Buena Vista, FL, August 9-13, 2013. Ted Khoury coauthored an article titled “Exploring cognitive bias: Expert ratings of business schools” in the October issue of Management Decision. Neil Ramiller presented “Reconsidering resistance in the post-human era” at the meeting of Association for Information Systems (AMCIS) held in Chicago, IL, August 15-17, 2013. Shung Jae Shin has been invited to join the editorial board of Journal of Applied Psychology. Alan Cabelly presented “Strategic negotiation for the modern Human Resource executive” at the Northwest Human Resource Management Association, 75th annual conference, Tacoma, WA, October 10, 2013. Desiree Pacheco has been invited to join the editorial board of Journal of Management. Berrin Erdogan coauthored an article titled “One member, two leaders: Extending leader-member exchange theory to a dual leadership context” in the June, 2014 issue of Journal of Applied Psychology.
Erica Wagner coauthored an article titled “Felt quality of sociomaterial relations: Introducing emotions into sociomaterial theorizing” in the July, 2014 issue of Information and Organization. Talya Bauer (Co-PI) was awarded a grant for their project titled “Evaluation of an Eco-driving intervention: Changing knowledge, attitudes, and behavior by means of supervisor support” by Oregon Transportation and Research Consortium (OTREC) with Oregon Department of Transportation (August 2014-December, 2015) for $117,688. Melissa Appleyard presented a paper titled “Sustaining open strategy” at the Open Strategy Workshop: Transparency and Inclusion in Strategy Processes, Said Business School, University of Oxford (June 30, July 1, 2014). Sully Taylor coauthored a paper titled “Perceived senior leadership opportunities in MNC’s: The effects of social hierarchy and capital” accepted for publication in Journal of International Business Studies.
MARKETING
Charla Mathwick coauthored an article titled “Consumer Power: Evolution in the Digital Age,” published in the November, 2013 issue of Journal of Interactive Marketing. Lauren Beitelspacher (with A. Rapp, D. Grewal, and D. Hughes) coauthored an article titled “Understanding social media effects across seller, retailer, and consumer interactions” in the September, 2013 issue of Journal of the Academy of Marketing Science. Robert Harmon was appointed as editor of the IEEE IT Professional Magazine, a peer-reviewed publication of the IEEE Computer Society for planners, managers, and developers of enterprise information technologies and systems. Tom Gillpatrick coauthored an article titled “Values based supply chains: Supporting regional food and farms” in the February, 2014 issue of Economic Development Quarterly. David Gerbing published a book titled “R Data analysis without programming”, New York: Routledge. SUPPLY AND LOGISTICS MANAGEMENT
Mellie Pullman (with Dwight Collins) coauthored an article titled “Reshaping the operations and supply chain management core class curriculum to include business sustainability” in the December, 2013 issue of Operations Management Education Review. ACCOUNTING
Kristi Yuthas coauthored a book titled “Measuring and improving social impacts: A guide for nonprofits, companies, and impact investors.” BerrettKoehler Publishers inc. H. Tom Johnson wrote an article entitled “Accounting, Accountability, and Misplaced Concreteness” that will appear in Process Studies: The Journal of the Center for Process Studies.
Elizabeth Almer, Donna Philbrick, and Kathy Rupley coauthored an article titled “What drives auditor selection” in the June, 2014 issue of Current Issues in Auditing. Darrell Brown and Scott Marshall had their paper titled “Voluntary environmental disclosure quality and firm value: Further evidence” accepted for publication in Journal of Accounting and Public Policy. Ray Johnson was a panelist in a session titled “What are the implications for the AICPA’s new ethics codification for CPAs, for State Boards, and for research?” at the 19th ethics symposium of the American Accounting Association, August 3, 2013, Atlanta, GA. David Layzell coauthored an article titled “An ongoing journey of corporate social responsibility” published in the September, 2014 issue of Accounting Forum. FINANCE & REAL ESTATE
Brian Bolton published an article titled “Financial crisis and bank executive incentive compensation in Journal of Corporate Finance. Piman Limpaphayom coauthored a chapter titled “Corporate governance and firm valuation in Asian emerging markets” appearing in the volume “Corporate Governance in Emerging Markets” edited by S. Boubaker and D. K. Nguyen (Springer, 2014). Dan Rogers coauthored an article titled “Does operational and financial hedging reduce exposure? Evidence from the U.S. Airline Industry” in Financial Review. Julia Freybote coauthored an article titled “Dispositional joint ventures as REIT financing strategy” in Journal of Property Research.
F R I E N D S O F T H E S C H O O L O F B U S I N E S S A D M I N I S T R AT I O N The School of Business would like to thank all individuals and companies who support the school and its programs. The following generous sponsors made contributions between July 1, 2013 and June 30, 2014.
I N D I VIDUAL S
Joe and Jan Karas Rob and Lynn Miller David Moore Jim Pestillo Judy and Scott South
$100,000 and above Phil Bogue Tim and Mary Boyle Gerry and Marilyn Cameron Sheikh Fahad and Badriah Al Athel William Foster Eva Kripalani and Ken Warren Greg and Terry Ness Jerry and Sandy Parsons Gloria Tipton Janet and Stephen Tolopka
$10,000 to $24,999 Gary and Carla Cumpston Judy Dauble John Hancock Leon Jallo Lynn◊ and Harry Kingston Carolyn McKnight◊ Ellen Nusblatt Gerry Rogers Roger and Joann Rollins Bonnie and Jim Scheeland Paul and Margaret Waldram
$1,000,000 and above Anonymous Allen Sandstrom Bob and Jane Morrow
$50,000 to $99,999 Russell and Jennifer Humberston Nick and Patty Knapp Marilyn◊ and Raymond Johnson◊ John Runyan $25,000 to $49,999 Sue Cameron Shelley and Craig Dewey Djoko Kusumowidagdo and Elly Tjahja John and Anne Fletcher John Harker
$5,000 to $9,999 Dan Bernstine◊ Darci Boyle Fred Bruning and Brandace Berger Bruning Roger and Jeanne Clawson Gary and Susie Eichman Jim and Barbara Gaffney Michael and Melinda Lynch Bill and Jani McCormick Julie and Ian McGuire
KEY † = deceased, ◊ = faculty/staff, alumni highlighted in green
Art and Robin Miles Ike Nizam Juanita and Ron Petersen Wally◊ and Dawn Pfeiffer Larry and Katherine Remmers Ginger Winings $1,000 to $4,999 Dr. Elizabeth◊ and Anthony Almer Pat and Kimberly Anderson Kali Bader◊ Individuals who contributed $1,000 to $4,999 Fritz and Ms. Lynn Bartsch Barbara Basney Carole Bentley John Bushnell Terry and Elizabeth Clifford Scott◊ and Bridget Dawson Shirley Dunn Les and Nancy Fahey Abe◊ and Pamela Farkas Al Fleckenstein Lori Flexer and Jeffrey Sackett Jean Fogarty and Bob Downing Mike◊ and Barbara Gaines Christopher and Jaimie Garlock Fred Gast Jeffery Gelino
Brad and Julie Gevurtz Dave Girt Ken Griggs Ken and Mary Lou Guenther Ed◊ and Joanie Grubb Bill Hale and Judy Matthies Mary Hankins Rick and Deborah Hawkins Robert and Barbara Henarie Michael Henningsen Brian Henry and Rita Chin Henry Gary Homsley Richard and Kimberly Hubbard Dennis Johnson Bill Kenny◊ Dr. Jay◊ and Susan Kenton Elizabeth King Bruce and Cheryl Korter Coralen and Frank Lagesen Robert Jarrett and Jill Laney Michelle and Brian Lanto Marilyn and Dr. John Lindgren Kent Lulich Brendan and Mary McDonnell Suzanne and Bernard McGrath Barbara and Thomas Miller Russ and Jeanie Monahan Sean Monahan Patrice Moreno Matthew Mroczek◊
Paul Mueller Ron and Hilary Odermott Teri Oen Tom Page Brian Pearce Kris Peterson Barbara Radler Jan Heald Robinson and Roger Robinson Rich Royse and Rocky Blumhagen Barry and Hazel Schlesinger Joshua Schlesinger Mark Schlesinger Paul Schlesinger Don and Marilyn Schmidt Stacy Simpson Marcelo Spagnolo Dick Solomon and Alyce Flitcraft Bob Stutte Linda and Tom Sullivan Vicki Tagliafico Felicia and Liam Thornton Craig Vagt Bashar Wali Ron Wallachy David Willmott Jay Wilt Mike and Darcy Winslow Edward Wistos Bruce Wood Annetta Young J. David and Nicole Zehntbauer
COMPAN IES
$50,000 and more Blount International, Inc. Cameron Foundation Daimler Trucks North America, LLC ESCO Corporation ESCO Foundation Moss Adams, LLP NW Natural $25,000 to $49,999 Demorest Family Foundation JPMorgan Chase Foundation Southern States, LLC $10,000 to $24,999 American Endowment Foundation Benevity Social Ventures, Inc. BOMA Oregon Columbia Pacific Foundation Gerding Edlen Development Costco Wholesale Corporation Inspirators, Inc. KPMG LLP Leupold & Stevens, Inc. NIKE, Inc. The Standard Tektronix, Inc. StanCorp Financial Group, Inc US Bank $5,000 to $9,999 A-dec, Inc. Albertsons
Alaska Tanker Company, LLC Allen Ray Sandstrom Fund of Fidelity Charitable Gift Fund Affinity Property Management, LLC Ankrom Moisan Associated Architects, Inc. Ater Wynne, LLP Bank of America Banner Bank Capstone Partners, LLC CenterCal Properties, LLC Charles Schwab Corp. Evergreen Business Capital Foundation Fidelity Investments Fidelity National Title Services Holdings Inc. Geffen, Mesher & Company P.C. Hanna Andersson Corporation Intel Corporation KPMG LLP Lane Powell PC Lease Crutcher Lewis M&T Bank NAIOP Oregon Chapter OnlineComponents.com, LLC Oregon Transfer Company Perkins & Company Pipe Dreams Portland Business Alliance Radler White Parks & Alexander, LLP Safeway SIOR Oregon, Inc. Schwab Charitable Fund StanCorp Mortgage Investors, LLC Toyota Matching Gifts to Education
Special attention has been paid to correct name spelling in this section. Please contact development@sba.pdx.edu if a mistake was made.
Trammell Crow Services, Inc. Turner Construction Company Unico Properties, LLC Wells Fargo William C & Jani E McCormick Foundation ZGF Architects, LLP $1,000 to $4,999 ACG Portland Aequitas Capital Management Aon Corporation Aspen Lodging Group, LLC Atomic Direct, Ltd Ayco Charitable Foundation Ball Janik, LLP Beam Construction & Management, LLC Bill Naito Company Bi-Mart Black Helterline Law Offices Blue Cross and Blue Shield Association BPM-UB, LLC Cambia Health Solutions CB Richard Ellis, Inc. CFA Society of Portland Clean Water Services Commercial Real Estate Brokers of Metropolitan Portland Commercial Real Estate Women Co-Sales Northwest Davis Wright Tremaine, LLP Deloitte Services, LP Dermody Properties Edison International
F R I E N D S O F T H E S C H O O L O F B U S I N E S S A D M I N I S T R AT I O N Education Foundation of the CCIM Institute Ernst & Young, LLP Esterline Technologies Corp. Eva Kripalani Fund of Fidelity Charitable Gift Fund Fidelity National Title Group First American Title Insurance Company First Republic Bank Franz Bakery Gaines Family Charitable Gift Fund GBD Architects, Inc. Glumac Gramor Development Grant Thornton Foundation Guardian Management LLC Halton Foundation Hamstreet & Associates Henningsen Cold Storage Company Holliday Fenoglio Fowler, L.P. HomeStreet Bank Integra Telecom K&L Gates Kidder Mathews Knowledge Universe Kroger Langley Investment Properties Inc. Marcus & Millichap McAllister Education Fund of the PNW Sales
& Marketing Group McEwen Gisvold, LLP Melvin Mark Properties Miller Nash, LLP Attorneys at Law Mission Foods Morgan Stanley Moss Adams National Frozen Foods Association, Inc. Newmark & Company Real Estate, Inc Nike, Inc. Noble Americas Energy Solutions Norris & Stevens, Inc. North Coast Electric Company Northwest Grocery Association Oregonian Media Group Pacific NW Sales and Marketing Group PacTrust Pavilion Properties, LLC Perkins Coie, LLP Perlo Construction Construction Managers Procter & Gamble Co. Q10 | National Mortgage Company Ralph Schlesinger Company Regency Centers Corporation Rembold Properties, LLC Rogue Venture Partners, LLC Safeway Stores, Inc.
Security Traders Association of Portland Shorenstein Realty Services, LP Skanska USA Building, Inc. Specht Properties, Inc. Stoel Rives, LLP Talbot, Korvola & Warwick, LLP The Boeing Company The Oregon Community Foundation The P & G Distributing, LLC The Ralph and Bunny Schlesinger Foundation The Thornton Family Charitable Fund Ticor Title Insurance Trailblazer Food Products Umpqua Bank United Grocers, Inc. United Way of the Columbia/Willamette Urban Resources, Inc. Veber Partners, LLC Vista Capital Partners, Inc. Walsh Construction Company Wells Fargo & Company Xerox Corporation USA Zehntbauer Foundation Ziba Design Zupancic Rathbone Law Group, P.C.
MAKE THE GIFT OF A LIFETIME A planned gift provides an opportunity to integrate charitable giving into your overall financial, tax and estate planning to maximize b e n e f i t s t o y o u a n d t o P S U. W H AT T Y P E O F P L A N N E D G I F T C A N I M A K E ? Th e r e a r e a n u m b e r o f p l a n n e d g i v i n g o p t i o n s, but here are the ones we see most frequently: • B E Q U E S T S - I n c l u d e P S U Fo u n d a t i o n i n your will or revocable living trust for a percentage or specific dollar amount. • B E N E F I C I A RY D E S I G N AT I O N S - I n c l u d e P S U Fo u n d a t i o n i n y o u r w i l l o r r e v o c a b l e l i v i n g trust for a percentage or specific dollar amount. • L I F E I N C O M E G I F T S - M a ke a c h a r i t a b l e contribution that allows you to receive i n c o m e f o r l i f e, a c h a r i t a b l e i n c o m e t a x deduction, and the potential to reduce e s t a t e t a x e s. • R E A L E S TAT E - D o n a t e a p i e c e o f r e a l e s t a t e t o P S U Fo u n d a t i o n a s a n o u t r i g h t o r deferred gift.
Contact Sarah Schwarz today at 503-725-2684 or plannedgiving@pdx.edu for more information.
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