September 
30
, 
2021
AICPA & CIMA Portfolio Valuation Forum hosted by Deloitte
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5:00pm - 5:15pm

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5:00pm – 5:15pm

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5:00pm – 5:15pm

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5:00pm – 5:15pm

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Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. 

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What agile event programs are and why they're essential

Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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Mary Smith

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Splash

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Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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5:00pm – 5:15pm

Meet & greet

Mary Smith

Splash

Splash

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Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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5:00pm – 5:15pm

Meet & greet

Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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5:00pm – 5:15pm

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Save the date!

AICPA & CIMA 

Portfolio Valuation Forum

hosted by Deloitte

Thursday
, 
June 
13
, 
2024
9:00AM
 – 
12:00PM 
PST

*8:30 Registration opens with networking and breakfast

This is a hybrid event, with an option to join in-person or virtually.

Let's send them off with a bang.

Event description field if not using the About Block  for description.

This event may qualify you for CPE credit.

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Event details

With the inherent complexities of portfolio valuations, you need a place to go for answers to your questions, updates on trends, newly published guidance, changes in regulations, new financial instruments, and advancements in technology and artificial intelligence. This event’s speakers will include:

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  • Ryan Montoya, Director, Valuation, Vista Equity Partners
  • John Hamilton, Chief Operating Officer, Turning Rock Partners
  • Drew Roulo, Co-Head of Operations, Guggenheim Partners
  • Alex Urdea, Managing Partner, Deep Ocean Partners
  • Manish Choudhary, (moderator), Managing Director, Deloitte Financial Advisory Services

This event may qualify you for CPE Credits.

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Event cancelled

This event has been cancelled. We plan to reschedule the event and will send communications at that time. We look forward to connecting again soon. Please contact us if you have any questions or would like to speak with someone at Deloitte.

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Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

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With the inherent complexities of portfolio valuations, you need a place to go for answers to your questions, updates on trends, newly published guidance, changes in regulations, new financial instruments, and advancements in technology and artificial intelligence. This event’s speakers will include:

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Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

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Deloitte specialists will be leading sessions, sharing insights, and answering your questions.


Participants may qualify for 1 CPE credit for each general session they attend. Additional CPE credits for bonus sessions offered may vary.

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Agenda

8:00am - 9:00am

Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

With the inherent complexities of portfolio valuations, you need a place to go for answers to your questions, updates on trends, newly published guidance, changes in regulations, new financial instruments, and advancements in technology and artificial intelligence. This event’s speakers will include:

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
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Honoring service and dedication

Please join Deloitte as we celebrate the professional achievements of our colleague, and their next chapter of retirement. Raise a glass as we pop the champagne and wish them the fondest farewell!

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Virtual session

The Deloitte team will be using the videoconferencing platform Zoom to deliver a more interactive virtual presentation.

Our Honoree

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Virtual session

The Deloitte team will be using the videoconferencing platform Zoom to deliver a more interactive virtual presentation.

Tim Powell

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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Mary Smith

Splash

Splash

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Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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Full bio
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This event may qualify you for CPE Credits.

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Event details

With the inherent complexities of portfolio valuations, you need a place to go for answers to your questions, updates on trends, newly published guidance, changes in regulations, new financial instruments, and advancements in technology and artificial intelligence. This event’s speakers will include:

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
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8:00am - 9:00am

Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

This event may qualify you for CPE Credits.

Learn More
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Speakers

With the inherent complexities of portfolio valuations, you need a place to go for answers to your questions, updates on trends, newly published guidance, changes in regulations, new financial instruments, and advancements in technology and artificial intelligence. This event’s speakers will include:

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Mary Smith

Splash

Splash

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Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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Read more
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Mary Smith

Splash

Splash

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Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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Agenda

Thursday
, 
September 
30
, 
2021
9:00AM
 – 
12:00PM 
EST

8:00AM - 9:00AM

Welcome

9:00Am – 10:00Am

Resilient Leadership

5:00pm – 5:15pm

Panel Discussion: Resilient Leadership – Balancing Responsibilities, Well-being and Developing Resilient Teams and Organizations

5:00pm – 5:15pm

Professional Development Training

5:00pm – 5:15pm

Closing

Thursday
, 
September 
30
, 
2021
5:00PM
 – 
8:00PM 
CDT

9:00am - 10:00am

Agenda item

10:00am - 11:00am

Agenda item

11:00am - 3:00pm

Agenda item

Event details

With the inherent complexities of portfolio valuations, you need a place to go for answers to your questions, updates on trends, newly published guidance, changes in regulations, new financial instruments, and advancements in technology and artificial intelligence. This event’s speakers will include:

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Learn More
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Agenda

8:00am-9:00am

Agenda item

9:00am-5:00pm

Agenda item

5:00pm-5:15pm

Agenda item

5:00pm-5:15pm

Agenda item

5:00pm-5:15pm

Agenda item

With the inherent complexities of portfolio valuations, you need a place to go for answers to your questions, updates on trends, newly published guidance, changes in regulations, new financial instruments, and advancements in technology and artificial intelligence. This event’s speakers will include:

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Learn More
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Agenda

8:00am - 9:00am

Breakfast

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

5:00pm – 5:15pm

Meet & greet

5:00pm – 5:15pm

Meet & greet

With the inherent complexities of portfolio valuations, you need a place to go for answers to your questions, updates on trends, newly published guidance, changes in regulations, new financial instruments, and advancements in technology and artificial intelligence. This event’s speakers will include:

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Learn More
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Speakers

With the inherent complexities of portfolio valuations, you need a place to go for answers to your questions, updates on trends, newly published guidance, changes in regulations, new financial instruments, and advancements in technology and artificial intelligence. This event’s speakers will include:

Optional List Element Subtitle:

  • This is a space to list event details in a bulleted list format.
  • List key takeaways and other event details for guests to learn ahead of time
  • Steps that the guest may need to take ahead of the event.

This event may qualify you for CPE Credits.

Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

+
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Read more
Text goes here
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Name 

Title

Company

Mary Smith is the President & CEO of Splash. Mary comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities along the way. In their previous role as senior vice president of Splash, Smith focused on brand development and market share development strategy. They are a member of both the RTTNA and the PSCRA.

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Read more
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Learn More
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Agenda

Thursday
, 
September 
30
5:00PM
 – 
8:00PM 
CDT

8:00am - 9:00am

Breakfast

Join us in the Deloitte Greenhouse Café for an optional breakfast to start the day

Optional Speaker Name

9:00am - 5:00pm

Deloitte Greenhouse Breakthrough Lab

Breaks and meals will be provided throughout the day

Optional Speaker Name

Thursday
, 
September 
30
5:00PM
 – 
8:00PM 
CDT

9:00am - 10:00am

Meet & greet: 

Make sure to arrive early to meet our speakers.

Optional Speaker Name

10:00am - 11:00am

Breakfast [Optional]

Join us in the Deloitte University Market Alcove to meet other attendees

Optional Speaker Name

11:00am - 3:00pm

Deloitte Greenhouse Breakthrough Lab

Workshop Sessions

Optional Speaker Name

Featured Speakers and Panelists

Shemia Fagan

Oregon Secretary of State

Oregon Health Authority

Shemia Fagan is Oregon’s 28th Secretary of State. She grew up in small Oregon towns, Dufur and The Dalles, and was raised by her single dad and two older brothers. Her public service began on her local school board. She was later elected to the Oregon House of Representatives, then to the Oregon State Senate. Secretary Fagan was a civil rights attorney before being elected to Secretary of State in 2020. She stays busy keeping up with her young children, teaching her dogs not to jump on people and being a fanatic for women’s basketball.

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Featured speakers

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Featured speakers

Ebony Clarke

Behavioral Health Director

Oregon Health Authority

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Liesl Wendt

Deputy Director

Oregon Department of Human Services

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Alyssa Chatterjee 

Director

Oregon Department of Early Learning and Care

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Robyn Crittenden 

Managing Director

Deloitte Consulting LLP

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Additional information

This session leverages Zoom Enterprise technology and requires you to be on the latest version to participate. Upon registering, your confirmation email will include a calendar file containing the join URL. We encourage you to test your connection in advance of the session to ensure your audio and video are working properly.

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Please arrive through the 49th street/6th ave side entrance next to the restaurant Del Frisco’s and bypass the security desk. There will be a greeter with sign awaiting all guests. You will receive a guest pass to enter through the turnstiles and go into the elevator bank to go to the 39th floor.

Additional information

Location guidelines

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The LOCATION NAME will follow strict safety guidelines to ensure the overall safety of participants.

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Deloitte guidelines

We strive to host inclusive, accessible events that enable all individuals to engage fully. To request an accommodation or for inquiries about accessibility, please note on the Registration form.

The safety and well being of our guests is our top priority. Deloitte follows CDC guidelines while also ensuring adherence to state and local laws related to COVID-19.

  • The host asks that all guests are fully vaccinated prior to attending this celebration event.
  • Deloitte follows CDC guidelines while also ensuring adherence to state and local laws related to COVID-19.
  • Deloitte policy expects all guests (Deloitte employees, clients and external guests) to be fully-vaccinated (two weeks after second dose in a two-dose series or two weeks after a single-dose vaccine) prior to attending an event or program.
  • Deloitte follows CDC guidelines while also ensuring adherence to state and local laws related to COVID-19.
  • For more information regarding COVID-19 health and safety protocols, please visit the FAQs here.
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CPE credit information 

Course description

With the inherent complexities of portfolio valuations, you need a place to go for answers to your questions, updates on trends, newly published guidance, changes in regulations, new financial instruments, and advancements in technology and artificial intelligence.
The Portfolio Valuation Forum was created for Investment managers, internal and external valuation specialists, PE/VC portfolio providers, and other professionals with direct involvement or interest in portfolio valuation topics and issues such as:

  • Alternative investment management and strategy
  • Finance, accounting and auditing
  • Banking
  • Consulting and advisory services
  • Regulatory and compliance services

Learning objectives

Upon completion, learners will be able to:

  • Be familiar with emerging complexities of portfolio valuation including updates on trends, newly published guidance, changes in regulations, new financial instruments, and advancements in technology and artificial intelligence.

Additional information

CPE certificates for eligible participants are emailed 4-6 weeks following the conclusion of the events.

Delivery method

Live Instructor-led

Course level

Overview

Recommended credit amount

2.0

Recommended subject area

Specialized Knowledge

Registration method

Meeting & Event Services

Attendance method

Sign-in sheet/app

Pre-requisites

N/A

Advanced preparation

N/A

Questions/concerns

Contact us

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

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CPE credit information (virtual and live)

Course description

Course description

Learning objectives

Upon completion, learners will be able to:

  • Bullet
  • Bullet

Additional information

CPE certificates for eligible participants are emailed 4-6 weeks following the conclusion of the events.

Delivery method

Virtual Instructor-Led (Group Internet-Based)

Live Instructor-Led (Group Live)

Course level

Overview

Recommended credit amount

Total credit here

Recommended subject area

Type of credits here

Registration method

Meeting & Event Services

Attendance method

Webinar technology
Sign in sheet/app

Pre-requisites

N/A

Advanced preparation

N/A

Questions/concerns

Contact name hyperlinked

NASBA Sponsor Statement

Click here to access the NASBA Sponsor Statement

RSVPs Closed
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Ebony Clarke

Director, Behavioral Health

Oregon Health Authority

Ebony Clarke, Behavioral Health Director for Oregon Health Authority and previously the Director of Multnomah County Health Department, is a Licensed Clinical Social Worker (LCSW) who has 25 years of experience working in both the publicly funded and non-profit behavioral health arena influencing policy, centering the "work" in an equity and consumer lens, developing services and supports, providing leadership, organizational development, people management, and equity and inclusion. Ebony will join OHA at the end of February after working for Multnomah County since 2010, where she functioned as the Behavioral Health Director and in several other leadership positions. Before joining the county, Ebony worked as a Service Director of Child and Family Services at Lifeworks NW. In that role, she oversaw child and family outpatient mental health, prevention, and culturally specific adult mental health and addiction services.  
  
Ebony earned a Bachelor of Arts from the University of Oregon in Community and Human Services in 1999 and her master's degree in Social Work from Portland State University in 2001. In October 2020, Ebony was appointed by Oregon Governor Kate Brown to the Oregon Health Policy Board. In April 2013, Oregon Governor John Kitzhaber appointed Ms. Clarke to the Oregon State Board of Licensed Social Workers, where she served two terms. She has also volunteered her time on the Lake Oswego School District Board Appointed Diversity, Equity, and Inclusion committee as one of the Co-Chairs. Ebony's mission is to build and support a continuum of care that yields equitable and quality services to promote individual, family, and community healing and well-being. During her time off, she enjoys spending time with her husband of 20 years, Matt, and their two sons Matteo and Miles, ages 16 and 11. 

Session name

Subtitle

Company

Ricae Feigleson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Ricae have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

Zoom details

Subtitle

Company

We encourage you to join using your laptop or phone video camera. An audio and/or visual warning will be provided upon entering the meeting and once recording commences. If you continue to participate in the meeting following this warning, your participation will serve as your express consent to such recording. Participant names may also be visible to all who join.

Shemia Fagan

Oregon Secretary of State 

Oregon Health Authority

Shemia Fagan is Oregon’s 28th Secretary of State. She grew up in small Oregon towns, Dufur and The Dalles, and was raised by her single dad and two older brothers. Her public service began on her local school board. She was later elected to the Oregon House of Representatives, then to the Oregon State Senate. Secretary Fagan was a civil rights attorney before being elected to Secretary of State in 2020. She stays busy keeping up with her young children, teaching her dogs not to jump on people and being a fanatic for women’s basketball.

Alyssa Chatterjee 

Director, Oregon Department of Early Learning and Care

Oregon Health Authority

Alyssa Chatterjee is Oregon’s Early Learning System Director, leading the Early Learning Division (ELD) as it becomes the Department of Early Learning and Care (DELC). She sets the policy direction of the agency, which will oversee child care licensing and compliance, preschool programming, workforce development and child care assistance. 
 
Alyssa has focused on early learning policy throughout her time working for the State of Oregon since 2012. Prior to her appointment as the Early Learning System Director in 2021, she served as Governor Kate Brown’s deputy education policy advisor, leading the pandemic response process for the child care sector. In addition to advising on early learning and child care policy, Alyssa supported the Governor’s Children’s Cabinet and served as co-convener of the Governor’s Racial Justice Council and the Council’s Education Recovery Committee. 
 
After graduating with a B.A. in Politics from Willamette University, Alyssa was among the first employees hired at ELD. She served in a variety of roles under all previous Early Learning System Directors, beginning as the assistant to the first Director and growing within the agency as a policy advisor and legislative coordinator before joining the Office of Governor Brown. As a member of ELD’s executive team, she guided the state’s strategic planning process for the five-year statewide early learning system plan, Raise Up Oregon. In her spare time, Alyssa enjoys reading, wine tasting, and trips to the Oregon coast with her husband, Kenny, and their dog, Archie. 

Robyn Crittenden 

Deloitte Managing Director

Oregon Health Authority

Robyn Crittenden is a Managing Director in Deloitte’s Government and Public Sector practice with more than 20 years of executive-level state government leadership experience. Robyn’s positions in Georgia state government have included serving as Secretary of State, Commissioner of the Department of Human Services, and State Revenue Commissioner.  


During her tenure as DHS Commissioner, Robyn led the state’s work to strengthen Georgia families and protect vulnerable children and adults from abuse, neglect, and exploitation. Under her leadership, DHS did extensive work in senior services that included creating a statewide Older Adults Cabinet with Georgia’s First Lady, and addressing senior hunger, adult protective services and other home and community-based services. Her work in child support included the creation of a mobile app and significant expansion of the Georgia Fatherhood Program and Parental Accountability Courts. DHS also implemented Georgia’s integrated eligibility system which created a centralized system for the determination of benefit eligibility.  
In 2018, Robyn was appointed to serve as the 28th Georgia Secretary of State. She was the first African American woman to serve as a statewide constitutional officer in the history of the state. During her term, she certified a general election, held a run-off election, and advanced discussions of a new election system. 
 

Liesl Wendt

Deputy Director

Oregon Department of Human Services

Liesl Wendt is a Portland-native with 25+ years of cumulative experience in mission driven work from the Oregon Food Bank, City of Portland, 211, Multnomah County, United Way Worldwide and the State of Oregon. Liesl currently serves as the Deputy Director for Oregon’s Department of Human Services where she helps oversee more than 10,000 employees and five major programs across the state. Liesl’s career stands at the intersection of social justice and contemporary policy. She has a proven track record of driving meaningful change to address systemic inequalities in the nonprofit and government sector. Liesl graduated from Portland State University after studying at the Catholic University in Washington, DC with a Bachelor of Science in Sociology. When she isn’t at work, you can find Liesl climbing mountains across the Pacific Northwest or spending time with her six-year-old granddaughter.

 

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