BrownBagCPE provides live CPE courses for Oregon and Washington CPAs and other financial professionals in Portland, Oregon and Clark County, Washington. Since 2003, we have offered continuing education courses taught by experienced teachers and financial professionals with expertise in their fields.
Jim, a local Attorney-CPA admitted to practice law in both Oregon and Washington as well as before the U.S. District Court and U.S. Tax Court, has been an accounting professor for over 20 years.
Also a CPA (Washington and Colorado), Jim is a member of the American Association of Attorney-CPAs, American Institute of Certified Public Accountants, Tax Section Oregon Bar Association, Tax Section Washington Bar Association, Tax Section AICPA, Estate Planning Section Oregon Bar Association, and Estate Planning Section Washington Bar Association.
Jim has taught business courses to both undergraduates and MBA students at numerous college campuses throughout the Northwest including Washington State University-Vancouver, Lewis & Clark College and Portland State University. Currently on the faculty at the Dr. Robert J. Pamplin Jr. School of Business Administration at the University of Portland, Jim teaches courses in Family Business Planning and Tax Planning.
A co-author of the books Tax and Financial Planning for the Closely Held Family Business, and Transferring Interests in the Closely Held Family Business, published by the American Law Institute-American Bar Association, as well as a dozen other books, Jim has also published over two-dozen articles in national journals and magazines on business, tax, and estate planning topics. He also writes a column “All In The Family” for the Journal of Real Estate Taxation.
Jim is on the panel of arbitrators of the New York Stock Exchange and the National Association of Securities Dealers and has developed course materials on mediation and arbitration for the American Management Association that are used nation-wide. During the last three years Jim has served on an AICPA subcommittee dealing with professional ethics issues.
Ray Benner is an attorney with the Portland law firm of Schwabe, Williamson & Wyatt. He has been practicing law in the tax and corporate fields since 1966, specializing in the areas of deferred compensation and retirement plans.
Mr. Benner has taught courses about qualified retirement plans for numerous state CPA organizations and has lectured to various professional groups. He currently teaches a class on qualified retirement plans at Lewis & Clark Law School. Co-author of Qualified Retirement Plans published by National Law Publishing Corporation, Mr. Benner also writes articles for various other publications.
Lucinda R. Giorgetti is an attorney in Oregon and Washington with a sole practice limited to family law. A sole practitioner for 4 1/2 years and practicing attorney for 13 years, Lucinda has also worked with the firms of Gevurtz Menashe in Portland, Oregon, and with Blair Schaefer Hutchison & Wolfe LLP in Vancouver, Washington.
Lucinda has a B. A. degree in political science from Radford University in Radford, Virginia. She has a M. A. in U.S. History and political science graduate hours from Virginia Tech University in Blacksburg, Virginia. After teaching secondary school for several years, she attended the University of Virginia as a doctoral student in Legal History where she taught as a teaching assistant and instructor for two years. She is a Ph.D. candidate, ABD. Upon coming west to Oregon, she worked for several years in Eugene as the administrator for the Oregon Eye Associates, and for a brief time before law school in the Cardiology Department administration at OHSU. Lucinda attended law school at Lewis & Clark Northwestern School of Law and passed the Oregon and Washington Bars in 1995.
Lucinda is an active member of the Simpson Inns of Court, and a member of the Washington and Oregon State Bar Associations, the Multnomah County Bar, the Washington County Bar, and the Clark County Bar.
Mark Huglin, Attorney-CPA, practices law in the Portland law firm Draneas & Huglin. Before working as a lawyer Mark worked in the tax department of one of the “Big 4” accounting firms. He is admitted to practice law in both Oregon and Washington. Mark, a graduate of Oregon State University, went to law school at Willamette University. Mark also earned an LLM in Taxation from New York University—this program is the most prestigious graduate tax program in the nation.
Mark has extensive experience in the area of retirement plans. He has created and advised clients about various types of qualified and non-qualified plans including 401(k) Safe Harbor Plans. Besides his expertise in the retirement plan area, Mark’s practice includes drafting wills and trusts and administering estates. He also represents taxpayers in both income and estate tax audits. Finally, he has many years of experience in advising clients in general tax and business matters.
Mark is the Treasurer of the Taxation Section of the Oregon Bar Association and is also a member of the Business and Estate Planning and Administration sections of the Oregon Bar Association.
Mark is also a member of the Oregon Society of Certified Public Accountants and has been active on many of the society’s committees including the Accounting Careers Committee, the Taxation Committee, and the Estate Planning Committee. He is co-author of Buying and Selling a Business in Oregon (2000).
John Lenz CLU, ChFC, CFP® - President of Lenz Financial Group in Portland, Oregon, John is a frequent continuing education speaker in the financial services industry for 30 year. The Lenz Financial Group employs 13 people who specialize in the design and underwriting of life insurance, annuity, and Long Term Care (LTC) insurance for more than 800 agents in the Pacific Northwest.
The immediate past board chair of Insurance Designers of America, John is also a past board member of the Oregon and SW Washington Financial Planning Association. John has been an expert witness in nearly 20 arbitration, mediation, and legal cases involving annuities and life insurance products.
Bruce Miller, CFP®, an experienced and widely-known instructor, enjoys communicating his broad knowledge of IRAs, insurance, and financial and retirement planning. Besides teaching continuing education classes for the Financial Planning Association (FPA), Bruce has taught about IRAs and other financial planning topics at a number of universities.
Bruce is a lead instructor in the University of Portland’s Certified Financial Planner Certificate program where he teaches the Capstone Case course. Bruce’s students recently achieved the highest passing rate in the nation on the latest CFP® exam. Bruce also serves as an Adjunct faculty member for the College for Financial Planning.
An Oregon attorney, John holds two degrees from Portland State University, graduated from Gonzaga Law School, and was chosen to be a Fulbright Scholar. A former Captain in the U.S. Army and retired Colonel in the U.S. Army Reserve, John served tours in Bosnia, Germany, Haiti, and Macedonia. In 1996, John was sent Bosnia to mediate between the Serbs, Bosniacs, and Croats.
John held a Series 7 securities license, and is currently a Public Arbitrator for the FINRA (Financial Industry Regulatory Authority) hearing both securities claims and employment claims.
An experienced teacher of legal topics for many years, John also spent several years as a practicing attorney in Portland. During this time, John participated in defending one of the Big 4 firms from an accounting malpractice lawsuit. A knowledgeable attorney, John's interests lie in the areas of employment breach of contract, compensation claims, wrongful termination claims, libel and slander, covenants not to compete, racial and gender discrimination, and sexual harassment.
Mike Radakovich, CLU, ChFC, and CFP,® is a highly respected professional independent Financial Planner with many years of experience in the insurance and financial services industry. Mike’s financial planning practice located in Portland, Oregon, focuses on helping successful business owners and high income individuals and their families develop well-rounded financial plans.
Greg Railsback, CPA, PFS, CFP,® has an active public accounting practice in Vancouver, Washington. His firm provides fee-only financial, income tax and estate planning services. In addition to developing financial plans for independent financial planners, Greg also provides practice management consulting for financial planners in the Portland and Vancouver area.
Greg is a member of both the American Institute of Certified Public Accountants (AICPA) and the Washington Society of Certified Public Accountants (WSCPA). He currently serves on the Advisory Council for the WSCPA.
An Oregon CPA since 1989 and member of the Oregon Society of Certified Public Accountants, Brian C. Setzler holds a B.A.in Business Administration (Cum Laude) from Washington State University with an emphasis in accounting, and an MBA in Sustainable Business from the Bainbridge Graduate Institute (BGI).
A former Controller and CEO, Brian has over 20 years of business experience in public accounting, consulting, teaching, and private industry. His experience includes Big 5 audit and consulting work, as well as corporate and individual tax planning and preparation. As a certified QuickBooks ProAdvisor, Brian enjoys helping clients set up and maintain quality accounting systems. Brian spends part of his time as an accounting and finance teaching assistant at BGI, and instructs other CPAs on the subject of sustainability, accounting and business.
Brian is the founder of TriLibrium, a triple-bottom line CPA firm that focuses on serving individuals and organizations dedicated to creating a sustainable economy. He also works as a consultant to local, socially responsible, and sustainable business organizations and others that aspire to become environmentally efficient. He serves on the board of directors for Water for Humans and is the Treasurer of the Eliot Institute, both 501c(3) organizations. Brian, an activist at heart, volunteers for numerous community organizations while residing in Northeast Portland.
Mike is a former, nationally acclaimed AICPA instructor known for his dry wit and droll humor. He is the recipient of numerous outstanding teaching awards received throughout his career. Mike has an extensive knowledge of accounting and auditing topics gained from his more than 30 years as a college professor and career as a CFO. He is a frequent presenter on a variety of CPA topics.
Mike is a graduate of Notre Dame, where he was an outstanding basketball player.