27 Apr

PAHU 2017 Spring Forum

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Date(s) - 04/27/2017
7:30 am - 4:00 pm

Oregon Convention Center




Please join us for our annual PAHU Spring Forum at the Oregon Convention Center!

We will be hosting a day of speakers, CE, and networking opportunities.  Breakfast, lunch, and snacks will be served throughout the day.



7:30: – 8:20 AM  Registration and Breakfast

8:20 – 8:25 AM  Welcome – Pledge of Allegiance – Ben Davis

8:25 – 8:30 AM  Emma Passé – Presidents Opening Remarks

8:30 – 9:20 AM  Clint Tripodi – Social and Emotional Intelligence: A Field Guide to Client Retention and the Bottom-line

9:20 – 9:30 AM Break / Booths

9:30 – 10:20 AM Dave Huepel – Ethics Considerations for all Insurance Professionals

10:20 – 10:25 AM Sally Kallianis – Information on Scholarship for Capital Conference

10:25 – 10:45 AM Break/Booths

10:45 – 11:35 AM Jeff Robertson – Breaking Down Health Care in 2017 and Beyond

11:35 – 11:45 AM Tim Rasch Swearing In New Board Members (Board members only)

11:45 – 12:45 PM LUNCH BREAK

12:45 – 1:45 PM John Mitchell – Ending Year Eight Pregnant with Possibility

1:45 – 2:00 PM Alicia Bruce and Ben Peterson – Legislative Update

2:00-2:05 PM Emma Passe – Agent Appreciation Award

2:05 – 2:20 PM Break/Booths

2:20 – 3:10 PM Sarah Taylor – HSA’s

3:10 – 3:30 PM  Raffles


Jeff Robertson
Jeff Robertson represents employers in the drafting, design and growth of retirement and health plans, as well as compensation advice for executive compensation and §409A compliance. He counsels private employers, municipalities and multi-employer pension and benefit trusts, in all aspects of the design, tax qualification and ERISA compliance of retirement plans, executive compensation, and health and welfare benefit plans. Since 2009, he has been listed in The Best Lawyers in America. He earned his law degree from Indiana University, where he graduated magna cum laude, and is admitted to practice law in Oregon and Washington. He is also a certified public accountant. In addition, Jeff is a nationally recognized writer and speaker.

Clint Tripodi
Clint possesses 30 years of experience providing Human Resources and Operations support for multiple global high technology companies. He has served as Vice President of Human Resources for companies such as Hitachi Data Systems, nCUBE Corporation, Pacific Broadband Communications and Entera. In addition, Clint started his career with National Semiconductor as a first line supervisor in fabrication. In Clint’s executive roles, he focused on liquidity events, mergers and acquisitions, human resources strategies, internal communications and community relations programs. Clint serves in an advisory capacity at the board level for several for-profit and not-for-profit firms. Clint was the founder of The Pendolino Group, a leading Human Capital Management consulting firm. Clint has consulted with over 650 companies across all industry verticals in the areas of Talent Acquisition, Leadership Development, Strategic Planning, and Executive Coaching. Clint is regarded as an expert in the area of performance management cloud based systems, analytics, and configuration of process design to drive company culture.
Clint’s passion is in the development and delivery of Social and Emotional Training programs for children, schools and the community. He has taken this work and applied it to leadership development in the corporate world truly believing that leadership mastery begins from the inside. Clint is a current board member of Dovetail Learning, a ground breaking Social and Emotional Non-Profit education center pioneering curriculum for grades K-6 to enable children’s emotional self mastery.
Clint holds an MBA in Human Resources and has earned certificates in Strategic Planning from Harvard Business School and the University of Michigan. Clint has been certified in the use of visual graphic tools and advanced facilitation from the Grove Consultants, International. In addition, Clint is a certified executive coach through the Management Resources Group Leadership Executive Assessment and Sales Professional Assessment methodologies.

David Heupel
Dave joined the insurance industry in 1983 after spending 10 year with the Pima County Sheriff’s Department in Tucson, AZ. Though his insurance career focused on employee benefits from the beginning, his experience has ranged to include Life insurance, financial planning, Home and Auto insurance, and virtually everything in between. He has served on the boards of NAIFA, NAHU, PIA, IIOA in multiple capacities and conducted innumerable CE classes for associations and marketing organizations.
His hobbies are restoring muscle cars over the years and ocean fishing whenever his schedule permits. He is also the instigator and ringleader of numerous events in “Fogeyville”, his name for the 55+ community where he resides.

John Mitchell
John Mitchell received his B.A. degree from Williams College and his M.S. and Ph.D. degrees from the University of Oregon. He is a fellow of the College of Arts and Sciences at the University of Oregon and a member of Phi Beta Kappa. He was a professor of economics at Boise State University for 13 years, before joining U.S. Bancorp in 1983. He was Chief Economist of U.S. Bancorp until July of 1998 and served as Economist Western Region for US Bank until July of 2007. He wrote US. Bancorp’s regional publications including the Update, The Business Barometer, Northwest Portrait, and US Territory and was a columnist for Oregon Business Magazine. He wrote Sterling Bank’s economic newsletter from 2007 to 2012. He currently speaks to conventions and business groups around the nation. He has been making economic presentations on the nation and the region for more than 45 years.

John was a member of the Western Blue Chip Forecast Panel, and is a Trustee of the Aquila Tax Free Trust of Oregon, a board member of Oregon Mutual Insurance Company and Northwest Bank which has branches in Portland, Seattle and Boise. John was Chairman of the Oregon Council of Economic Advisors from 1992 to 1998 and a member from 1984 to 1998. He was Chairman of Governor Kitzhaber’s Tax Review Technical Advisory Committee and was a member of the American Bankers Association Panel of Economists.

John and his wife Carol divide their time between the Portland area and Coeur d’Alene. He enjoys biking, railroading, sea kayaking and his granddaughters.

Sarah Taylor
Sarah Taylor began her career in the banking industry in 1997. She earned her Bachelor of Arts in Marketing and Communications from Portland State University in 2006. Sarah has led the Oregon and SW Washington Market as Program Manager for KeyBank’s workplace financial wellness program since 2010. She craves information and has a natural capacity to consider issues from multiple perspectives. She is an expert in Health Savings Accounts, well studied in the Affordable Care Act (ACA), and is studiously learning details of the American Healthcare Act (AHCA). Sarah is always brainstorming; always exploring; always curious. She is passionate about enriching her community by eliminating barriers to Financial Literacy and through volunteerism. She currently serves on two non-profit boards: Awards Chair of Portland Association Health Underwriters (PAHU) and as Marketing Chair of Feed the Mass, a Portland-based non-profit that teaches food empowerment for all through nutrition and hands-on cooking education.

Thursday, April 27th, 2017  —  
7:30 AM – 4:00 PM
Oregon Convention Center, Portland, OR

3 CE’s Washington
5 CE’s Oregon



This event is fully booked.