YET... Symposium Agenda
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11:00 a.m. - 12:00 p.m.
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Registration Open
Foyer, 4th floor |
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12:00 - 1:45 p.m.
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Welcome & Robin McBride Luncheon Conversation
Governor Ballroom, 4th Floor Presenters: Robin McBride, Don Antonucci, President Miles Davis x
Presentation: Lunch Conversation with Miles Davis, Governor Ballroom
Launching YET! with the first keynote conversation ever, is Robin McBride in a conversation with Linfield President Miles K. Davis. Join us at Robin shares the journey to arrive at #1, her unique approach to wine and her quest to introduce new demographics of consumers to wine, and the passion that she continuously pays forward through the McBride Sisters SHE CAN Fund.
Robin McBride President and Co-Founder of McBride Sisters Collection Wines Since starting their wine business in 2005, Robin and her Sister Andréa have grown McBride Sisters Collection Wines to become the largest Black-owned wine company. The vision of becoming the leaders of food and wine culture for the women of today has fueled the success of the company’s three core brands: McBride Sisters Black Girl Magic, SHE CAN Wines and McBride Sisters Collections. Robin’s mission is to transform the industry, lead by example and cultivate community, one delicious glass of wine at a time. A native Californian, born in LA and raised in the Central Coast’s abundant agriculture region of Monterey, Robin currently resides in the Bay Area with her twin sixteen-year-old sons, Angelo and Domenic. Her daughter Daneia has joined the company bringing her expertise in digital marketing to supercharge the family business. Robin’s personal passion is the McBride Sisters SHE CAN Fund, which is dedicated to the professional development of women in wine & spirits and other male-dominated fields.
As the 2023 Presenting Sponsor of YET!, Providence Health Plan’s CEO Don Antonucci is passionate about leading the Health Plan’s efforts in promoting health equity and moving toward the shared vision of Health for a Better World. As he Presents YET! in his kickoff address, he will introduce us to the “mindset” essential in leading Providence Health Plans initiatives, team and organization motivation, and the YET! milestones between today and health care as a Fundamental Human Right.
Don Antonucci joined Providence Health and Services in September of 2021 and leads Providence Health Plan as Chief Executive Officer. Don brings over 25 years of health care-related experience, including vast knowledge in the health insurance industry. Sharing in the organizational view of health care as a fundamental human right, he is passionate about leading the Health Plan’s efforts in promoting health equity and moving toward the shared vision of Health for a Better World. Throughout his career, Don has applied deep insights in research, market analytics, strategy and sales, growing membership and driving strong financial results for health insurers. In his most recent role as the Senior Vice President of Growth at Blue Shield of California, he led membership growth and held P&L accountability for every line of business. Don holds a master's degree in public policy analysis and administration from the State University of New York at Binghamton University, and a bachelor's degree in political science from the State University of New York at Cortland.
Dr. Miles K. Davis is the 20th president of Linfield University. Davis has a Ph.D. in human and organizational sciences from George Washington University, an M.A. in human resource development from Bowie State University and a B.A. in communications from Duquesne University. He was the inaugural chair of the management science department at the Harry F. Byrd Jr. School of Business at Shenandoah University and became the founding director of its Institute for Entrepreneurship. He went on to become the dean of the Harry F. Byrd, Jr. School of Business. President Davis is an authority on entrepreneurship whose most recent work focuses on integrity, values and principles in the business world, as well as faith-based entrepreneurship. He helps organizations manage cultural and structural changes, strategic planning, leadership development and strategic growth initiatives. |
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2:00 - 2:45 p.m.
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Business Breakout Session
Grand Ballroom, 3rd floor "Immersive VR learning in pursuit of our YET!" Presenter: Jennifer Madden x
Presentation: "Immersive VR learning in pursuit of our YET!"
Business Breakout, Grand Ballroom (3rd Floor), Session #1, 2:00 – 2:45 pm This interactive session engulfs attendees to participate in the world of Oculus Virtual Reality (VR). After exploring the immersive, distraction free goggle world, Jennifer will unlock the power that immersive (VR/AR) holds in our learning, evolving partnerships to lead program development, and the essential role faculty facilitates as media continues to evolve.
Dr. Madden is a strategist, researcher, teacher, facilitator and design thinker. She is also a Nonprofit Management Research Fellow, a Fowler Sustainability Fellow and a Management Design Fellow. Her book, Inter-Organizational Collaboration by Design in the Routledge Critical Studies in Public Management Series examines how collaborations can overcome barriers to innovate and rejuvenate communities by outlining the factors and antecedents that influence successful collaboration. The book proposes a theoretical perspective for collaborators to adopt the language of designers, evidence-based tools and strategies to enable success. It outlines her journey from research to action resulting in a “Collaboration Blueprint” that assisted community-based nonprofit organizations to secure over $13.5M in grant funding (with nearly $9M raised in a single year). Her academic achievements include B.A., economics and American studies, Case Western Reserve University; Master’s in nonprofit management, Case Western Reserve University; and Ph.D., Weatherhead School of Management. Her research is on designing effective cross-sector partnerships then leveraging those collaborations to build capacity for effective performance and social innovation. She is passionate about economic development, solution finding, bringing ideas to fruition and training the next generation of innovative design thinkers (and change agents) for system-level change and positive deviance. |
Wine Breakout Session
Billiards Room, 2nd floor "YET! to build your Brand, storytell to land your Brand" Presenter: Desiree Noisette x
Presentation: "YET! to build your Brand, storytell to land your Brand" and Panelist
Wine Breakout, Billiards Room (2nd Floor), Session #1, 2:00 – 2:45 pm A newcomer to the wine scene, Desiree Noisette embraces the rule-breaking courage to put people, storytelling, and sharing at the forefront of the Mermosa brand. Desiree will share her journey from attorney life practicing construction law, to retail apparel, to Head Mermaid of the Mermosa Organization.
Mermosa is the creation of Desiree Noisette, an artist, attorney and mother with a passion for spreading her family's Siren Song. In 2018, Desiree convinced her husband to sell their home and use the proceeds to start Mermosa. She and her family "went all in" and the journey has been a wild ride. Today Desiree sits at the head of the Mermosa organization as the President (or "Head Mermaid"). When she is not in her lab creating formulations or designing new packaging, you may find Desiree adorning a mermaid tail - a part of her job that her children love. "I hope our wines inspire your wildly free experiences and rule-breaking journeys for generations to come." - Desiree Noisette |
School of Business Spotlight
The Library, 2nd floor "Acorn to Oak Wine Experience - Students and Sustainability" Presenters: Tim Matz & Sandra Taylor x
Presentation: "Acorn to Oak Wine Experience - Students and Sustainability"
School of Business Spolight, the Library (2nd Floor), Session #1, 2:00 – 2:45 pm Sandra Taylor’s roots in wine extend back to the Burgundy region as a young US diplomat. With worldly research focused upon sustainable practices in the food and beverage sector, Sandra is teaming up with Tim Matz, introducing the “Acorn to Oak Wine Experience,” an open to the public Linfield student lead retail wine experience soon-to-open on McMinnville’s legendary 3rd Street. Their preview of Acorn to Oak will have you booking reservations for opening day!
Sandra Taylor is CEO of Sustainable Business International, a consulting business that assists clients at various stages of environmental sustainability, ESG risk management, and corporate social responsibility (CSR) practice, primarily in the food and beverage sector. Sandra has studied wine extensively for many years – she completed the French Wine Scholars course in 2010 and is a graduate of the Wine MBA program at The Bordeaux School of Management/Kedge Business School in France. Her first book, The Business of Sustainable Wine, was published in July 2017. She is a public speaker on wine internationally, a columnist with Wine Review Online and a member of the prestigious Magnum Club, a global organization of women wine producers, sommeliers, writers and critics. Previously, Sandra was a senior executive with Starbucks Coffee Company in Seattle, where she led global corporate responsibility and sustainability in coffee and cocoa supply chains. Prior to Starbucks, she was with Eastman Kodak Company where she oversaw global public affairs and corporate citizenship.
Tim Matz has over 30 years of extensive experience in the beverage alcohol industry, both Wine and Spirits, and food industries including executive leadership, general management, sales and marketing in both the domestic and international markets. He has been in senior leadership roles at the CEO or President level over the last 18 years with Treasury Wine Estates, Jackson Family Wines, Foley Family Wines, Accolade Wines, and Zonin USA, Inc. As an Executive in this industry, Matz has held Board, Officer, and Legal positions within many of these companies. Having started his career at Brown Forman for the first 14 years, Matz has worked for public corporations, private equity, and private owners, all three different business models. His strategic leadership has involved startups, aggressive growth, and turn around opportunities in which favorable results were achieved through restructures, clear visions, missions, and plans that build a sustainable team environment. Having worked in many disciplines and overseen all aspects of companies, Matz can add value in many aspects of any organization. Matz holds a Master of Business Administration in General Management as well as a Bachelor of Business Administration in Marketing. He has co-authored two books, Wine, a Global Business, which has been published and sold in the USA and Japan. Matz has served on industry boards and been a speaker at industry functions. |
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3:00 - 3:45 p.m.
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Business Breakout Session
Grand Ballroom, 3rd floor "Your Business is Not a Bank... YET!" Presenters: Jason Wessling, Craig Ostbo & Dana Lawrence x
Presentation: "Your Business is Not a Bank... YET!"
Business Breakout, Grand Ballroom (3rd Floor), Session #2, 3:00 – 3:45 pm Fintech . . . we have all heard the word, but what does it mean and how will it transform banking as we know it? Join Jason, Dana, and Craig as they share the future of blockchain transaction validations that could put the name “bank” behind your brand. Imagine the capacity of today’s credit card merchants transformed into to capitalize on the excess computing power of today’s economy.
Jason Wessling is a highly experienced CPA who has spent the past two decades working in the banking industry. During this time, he has gained a wealth of experience in various roles, including as a Bank Auditor in Public Accounting. Currently, he holds the positions of Bank President and CFO, he has excelled as a Bank executive for the past 7 years. He is a key leader in driving the Bank's digital division strategy, which has helped the organization to stay ahead of the curve in an increasingly competitive market. Jason is highly respected in the banking industry, not only for his technical expertise but also for his strong leadership skills. He is a strategic thinker who is able to balance the needs of different stakeholders and build strong relationships with customers, shareholders, and employees alike.
Dana Lawrence (CIA, CRMA, CFSA, CAMS, CRVPM, CCA) is the Director of Fintech Compliance at Pacific West Bank. She is a fintech and open banking industry go-to for complex compliance, enterprise risk management, audit and governance program creation, scaling, and remediation.
Lawrence’s career in technology and financial services spans mortgage, community banking, large U.S. and global banks, open banking, digital assets and fintech, including Umpqua, BBVA, and others, from $1B to $660B in assets. She’s held senior leadership roles, working directly with banking regulators and internal/external auditors. Lawrence is a committed volunteer and thought leader, serving various groups such as IIA, ISACA and ACFE and speaking at local, national, and global events with up to 40,000 participants. In 2022, she launched a popular LinkedIn Live show called “In Fintech We Build Trust” which is dedicated to the trust builders (compliance, audit, risk professionals) in fintech, web3, payments and banking.
As CEO of Oh! Strategic Branding (formerly Koopman Ostbo) in Portland, Oregon, Craig Ostbo brings more than 30 years of branding and marketing experience in the natural, organic, and sustainable food and beverage consumer products category and the financial services sector. Craig has provided strategic branding direction for numerous consumer product brands, including Bob’s Red Mill Natural Foods, Kettle Chips, Franz Bakery, Rogue Creamery, Umpqua Dairy, Beaverton Foods, Smucker Natural Foods, Kroger’s Naturally Preferred Brand to name a few. In the financial services sector, Craig has provided branding and marketing counsel for Mortgage Market, Point West Credit Union, LoanStar, Foundation Home Lending, Pacific West Bank, and PACRES Mortgage. An enthusiastic supporter of local business and entrepreneurs, Craig has spent the past 16 years as a member of the Board of Directors of the regional business bank, Pacific West Bank (PWB), where he also serves as a board member of PWB’s Digital Division (Fintech). With a degree in International Business from Linfield University, Craig serves on Linfield’s Business Advisory Council providing strategic direction, advocacy and development for the institution’s business programs. He’s a member of the advisory board of Portland State University’s Center for Retail Leadership, where he serves as an adjunct professor for PSU’s Summer Business Institute, Consumer Products Goods Strategic Marketing, International Business, and International Marketing. As a member of Oregon State University’s Food Science & Technology board of advisors, Craig provides branding, marketing, and communications counsel on behalf of this preeminent program. CFO, he has excelled as a Bank executive for the past 7 years. He is a key leader in driving the Bank's digital division strategy, which has helped the organization to stay ahead of the curve in an increasingly competitive market. Jason is highly respected in the banking industry, not only for his technical expertise but also for his strong leadership skills. He is a strategic thinker who is able to balance the needs of different stakeholders and build strong relationships with customers, shareholders, and employees alike. |
Wine Breakout Session
Billiards Room, 2nd floor "No retiring YET for this wine industry icon" Presenter: Mac McDonald x
Presentation: "No retiring YET for this wine industry icon"
Wine Breakout, Billiards Room (2nd Floor), Session #2, 3:00 – 3:45 pm As he celebrates his 80th birthday, pioneering Black winemaker Mac McDonald reflects on the community he’s fostered, the legacy he’s built—and what comes next.
I was born the son of an East Texas moonshiner. I did not grow up in the wine industry, however many of my family members made wines from various fruit. At 12 years old I tasted a bottle of wine that was so different than what my family members were making. That bottle of wine was a burgundy and after tasting it I wanted to become a winemaker. However, at 12 yrs old I didn’t know a burgundy from a cabernet sauvignon or Merlot. All through school I talked about being a winemaker. My high school coach told me if I wanted to be a winemaker I need to move to California. After moving to California I want to learn as much as I could about the wine industry. I met many winemakers and growers. However, some would not give me the time of day. My parents taught me that if you want to be successful at anything you have to be persistent and to forget about Gender, Nationality and learn as much as you can. After being around the Wagner Family and learning a great deal about the wine business they suggest I get into the business. With their assistance and sharing information over many years, Ms. Lil and I started Vision Cellars in 1995. We crafted wine in 1996, however, we did not release it because it did not meet our standards. When my wife, Lil, and I purchased our land in Sonoma County we drafted a variety of clones of Pinot Noir in our vineyard. My “Vision” of becoming a winemaker was a reality. Our first bottling was 1997 Pinot Noir and “Vision Cellars” was born… Every year I learn something different and new it’s an exciting adventure I look forward to, it’s a “Vision thing.” |
School of Business Spotlight
The Library, 2nd floor "Intention transformations to the Inclusive Tasting Room" Presenter: Gerardo Ochoa x
Presentation: "Intention transformations to the Inclusive Tasting Room"
School of Business Spolight, the Library (2nd Floor), Session #2, 3:00 – 3:45 pm What do our spaces and places say about our product, our inclusive (or exclusive), and our brand before we ever have a chance to speak. Once we extend a “Hello”, both a words and our non-verbal communications contribute volumes of information. Although focused upon a Tasting Room, Geraldo’s presentation is a universal value-add to all brands in all industries!
Gerardo Ochoa is vice president for enrollment management and student success at Linfield University. He has served Linfield in multiple capacities since 2004. Ochoa holds a formal appointment as an officer of the board and has served in various university-wide committees, including the President’s Diversity Advisory Committee (chair) and the university strategic planning and budget council. Ochoa is a co-author and independent consultant of Path to Scholarships®, a college readiness curriculum. Since 2006, he has worked with thousands of diverse students from urban and rural high schools, community colleges, private colleges and state universities on college access and affordability. He consults with higher education institutions on the inclusion of Latinx students, best practices to engage and serve undocumented students, and teaching strategies that draw on talents and address the needs of first-generation students. He believes in the power of personal stories to build empathy, create opportunities and influence change. As keynote speaker, his story of perseverance has reached audiences convened by organizations such as the Hispanic Metropolitan Chamber of Commerce, the Northwest Public Employees Diversity Conference, the Ford Family Foundation, Portland State University, including a TEDx Talk. Ochoa holds an Education Master from Harvard University and a Bachelor of Arts in sociology and minor in Latin American history from the University of Oregon. He is an American Leadership Forum Fellow and an alumnus of the Senior Leadership Academy sponsored by the Council of Independent Colleges and the American Academic Leadership Institute. He is a contributing author for Latinx/a/os in Higher Education and a guest education writer for the Somos Timbers Magazine. |
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4:00 - 4:45 p.m.
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"Start, Grow or Reinvent YET?" Panel Discussion
Governor Ballroom, 4th floor Moderator: Brian Gerritz Panelists: Jacob Gray and Desiree Noisette x
Panel: "Start, Grow or Reinvent YET?" Panel Discussion
Panel with Moderator, Governor Ballroom (4th Floor), 4:00 – 4:45 pm
As an extremely active, hands-on founder Brian is responsible for Pavilion’s overall performance. Brian provides executive leadership and oversees all activities of the company operations day-in and day-out. He remains focused on maintaining and developing strong relationships with all Pavilion clients from project to project. Believing that both Education and Youth Sports offer the best platforms for our youth to live the American dream, his service to others continues today. Brian serves as Trustee to Linfield University, an Emeritus member of the School of Business Advisory Council, and YET! Syposium Board Chair, as well as President of Willamette United Football Club.
Brian looks forward to leading the discussion with three visionary executives, exploring their multi-faceted skill sets, courage to build a brand, lessons learned along the way, “paying it forward” principals, and desire to increase the accessibility and inclusionary aspects of their products.
Jacob tells of his time in the entertainment industry and what eventually brought him to Oregon. He describes initially discovering his passion and talent for hospitality, which naturally brought him to wine and how he fits in with Chosen Family. Chosen Family Wines’ intentions are to create a product that will bring people together and facilitates good conversation. Always with upcoming projects Jacob shares high profile partners and unique organizational chart. Jacob and his partners have clear understanding of their different skill sets and their time available. Together, Jacob composes a unique partnership, delivering impressive wines, to a growing consumer audience. Most importantly, Jacob shares what a blast it is to work with Chase Renton, Channing Frye, and Kevin Love.
“Time is the commodity we have the least of so use it wisely. Surround yourself with all the things that make you happy. Wine will just make it better. We’ve been lucky enough to eat great food, drink great wine and have amazing people in our lives, but that’s what we want for other people. I think the ability for us to share something that creates those moments is what we are looking for.”
Desiree is fully featured in her individual presentation, "YET! to build your Brand, storytell to land your Brand." |
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5:00 - 5:45 p.m.
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Business Breakout Session
Grand Ballroom, 3rd floor "No Data Breach YET" Presenter: Sean Hoar x
Presentation: "No Data Breach YET"
Business Breakout, Grand Ballroom (3rd Floor), Session #3, 5:00 – 5:45 pm We have all heard the two words . . . cyber threat. Generally this two words come from the IT department or an insurance sales presentation. Sean unpacks that the realities of tonight’s cyber data breaches, hijacking, looming threats and counter-measures that keep company, community, and our country’s computer systems running smoothly. Sean is an Honored and Decorated elite expert with more than 25 years of public service and Supreme Court admittance.
Sean, a partner in the Portland office, serves as chair of the Constangy Cyber Team. His background includes almost 25 years of experience with data privacy and information security matters. He is a former cyber attorney for the U.S. Department of Justice where he served as the lead cyber attorney for the U.S. Attorney's Office in Oregon, and worked with the Computer Crime & Intellectual Property Section in Washington, D.C. During that time, he worked closely with the FBI, the Secret Service, and other federal agencies in prosecuting complex white collar and high-tech cybercrime. Sean was also honored twice with the Director’s Award, one of the highest awards bestowed upon Assistant U.S. Attorneys. He has been recognized for his leadership in the data privacy and cybersecurity space, having been named by the Cybersecurity Docket as one of the best and brightest data breach response lawyers in the United States. His credentials include being a Global Information Security Professional (GISP), a Certified Information Systems Security Professional (CISSP), and a Certified Information Privacy Professional for United States law (CIPP/US). In managing the national Constangy Cyber Team, Sean continues to manage responses to complex data breaches, and works with information security personnel and corporate executives in managing and mitigating cyber risk. |
Wine Breakout Session
Billiards Room, 2nd floor "Preparation meeting Opportunity" Fireside Chat Presenter: Jennifer Madden x
Presentation: "Preparation meeting Opportunity" Interviewer of André Hueston Mack
Wine Breakout, Billiards Room (2nd Floor), Session #3, 5:00 – 5:45 pm
Jennifer is fully featured in her individual presentation, "Immersive VR learning in pursuit of our YET!" |
School of Business Spotlight
The Library, 2nd floor “Building our YET!: Linfield Front Office Sports” Presenter: Damian Williams x
Presentation: “Building our YET!: Linfield Front Office Sports
School of Business Spolight, the Library (2nd Floor), Session #3, 5:00 – 5:45 pm The goal of Front Office is to give Linfield Sports Management students the experience and understanding of working in a professional front office, provide a platform for Linfield Sports Management students passionate about both sports and business to come together to make a difference, and learn transferable skills for every career in sports and beyond. Our Mission is to strive to create a sports business education movement at Linfield by bringing in speakers, hosting events, and planning other sports business-related programs along with our consulting projects, as well as impact fans’ experiences and increase their affinity for Linfield Athletics.
Damian brings more than 25 years of experience in the sports industry to Linfield. He has worked with the NCAA, NJCAA, NIKE, Seattle Seahawks, Seattle Mariners, US Sports Camps, concert promoters, Monster Jam, Boys & Girls Clubs, the YMCA, USA Softball, professional athletes and every major trade show in the Northwest. He has traveled to 14 different countries and has taken students to England, South Africa, Costa Rica, Western Samoa, New Zealand and Australia. Damian’s specific area of study is sports tourism and held the position of sports tourism development manager with Sport Oregon, the sports tourism commission for the state of Oregon. Damian also owns and operates a Sports Consulting Business, Dravus Sports Group, where he has rebranded two major local sports facilities and has conducted feasibility studies on four local properties. When he’s not in the classroom, Damian can likely be found playing Pokémon Go with his 10-year-old son or attending sporting events with his family. |
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6:00 - 7:45 p.m.
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Closing Keynote Address & Networking
Governor Ballroom, 4th floor Presenters: President Miles Davis, Emma Campbell, Jennifer Madden x
Closing Keynote Address & Networking
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Thank you to our sponsors!
PRESENTING SPONSOR
PLATINUM SPONSOR
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PLATINUM SPONSOR
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GOLD SPONSOR
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GOLD SPONSOR
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BRONZE SPONSOR
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BRONZE SPONSOR
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BRONZE SPONSOR
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BRONZE SPONSOR
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BRONZE SPONSOR
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BRONZE SPONSOR
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BRONZE SPONSOR
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BRONZE SPONSOR
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BRONZE SPONSOR
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BRONZE SPONSOR
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SPONSORING A STUDENT
American Banking Equipment Company Clayton Cooper Ferguson Wellman Gard Communications Jenny Evers Strategy by EB |
TABLE SPONSORS
Majoris Health Systems – Ann Klein Rob Gloeckner Oh! Strategic Branding OnPoint Community Credit Union |
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