Rob LoBosco, Management Consultant, LoBosco Consulting, “Ordinary People, Extraordinary Innovation: Tapping the Natural Innovative Power of Your Employees”
Rob LoBosco is an independent management consultant, helping organizations across all industries improve their performance. He is known for his unique approaches to innovation, strategy, and organizational design.
Prior to his consulting career, Rob co-founded and led an innovative software company, developing AI-based Computer Vision solutions for the pharmaceutical industry. He has deep executive experience in the healthcare, software, biopharma, and technology industries, and began his career developing software for the Department of Defense and NASA.
Michael J. Serio, CFA, CAIA, Regional CIO, Mountain Northwest, Wells Fargo Private Bank, “The Implications of the Trump Tariffs & Impending Trade War”
Michael Serio is the regional chief investment officer for the Mountain Northwest region of Wells Fargo Private Bank. He leads a team of investment professionals who deliver comprehensive, custom, diversified portfolio management for clients of The Private Bank. In his role, Mr. Serio serves as the investment thought leader in the region by providing insight and interpretation of the economy and financial markets at client events and through written commentary.
Prior to joining Wells Fargo in 2013, Mr. Serio co‑founded Wolf Creek Energy Partners, which was formed to finance minority interests in the shale oil and gas business. Prior to Wolf Creek Energy Partners, he served as managing director for Citigroup Private Bank in Denver, where he oversaw the investment process for five private bank offices serving the ultra affluent. Mr. Serio has more than 25 years of experience in financial services. He started his career as a portfolio manager for First National Bank of Chicago, and he has also worked as a portfolio manager for Sanford Bernstein, JP Morgan, and Stein Roe & Farnham.
Harlan Kredit was a Ranger Naturalist at Yellowstone National Park for 46 summers, through 2017. He obtained his BA from Calvin College in Grand Rapids, MI, and his MS in Teaching at the College of William and Mary in Williamsburg, VA.
Harlan has taught high school science for the past 56 years in Michigan and Washington State and has given 25 science workshops to teachers across the State of Washington. In addition, he regularly teaches adult education courses to community members. Harlan was also the Athletic Director at Lynden Christian High School for 30 years, and has been an Emergency Medical Technician for 25 years.
Jack Timmons grew up in Texas and has lived in Seattle for the last two decades. In 2012, he attended BBQ Summer Camp at the Meat Sciences department of Texas A&M, then toured many historic barbecue temples of Central Texas. Returning to Seattle, he bought an offset smoker, imported some post oak, mesquite, and hickory, and started the Seattle Brisket Experience.
Tom C. Cock, Jr., Journalist, Talk Show Host, Investment Manager & Educator, “History of Real Investing”
Tom is a long time financial journalist, investment manager, educator, and author, who is the founder and CEO of Vestory, a Registered Investment Advisory based in Bellevue. Vestory is responsible for managing $450 million dollars for clients in 31 states. Financial Adviser Magazine recognized Vestory as one of the 50 Fastest Growing RIA’s the past 2 years.
Tom has been a financial journalist for over 25 years and is currently co‑host of Talking Real Money, which airs on KOMO Saturdays at Noon, and is a popular podcast. He also spent 5 years as host of PBS TV’s Serious Money, where he was nominated for a Regional Emmy.
Alan Merry was born in Seattle and grew up in what is now Kenmore. He graduated with a BA in Political Science from the University of Washington and is currently a Health Care Data Analyst for Kaiser Permanente Washington, a local Health Care Organization, serving the State of Washington and portions of Idaho and Oregon. His forte is in creating Work Management Systems and complex step‑saving macros.
Merry has had three distinct careers: politics, marketing/public relations, and computers and data gathering. Although the latter has always been a means of survival for him — “I enjoy most putting together databases work process databases” — his source of pride and purpose comes through community service.
Tom Varga, is the Founder, CFO, and former Executive Manager and Consulting Practice Manager of CFO Selections. Besides his current role as CFO, he represents the company’s interests with strategic partners, builds and supports business development activities, and provides consultation on various aspects of the business, particularly strategic initiatives.
Described as an impassioned and visionary pioneer in outsourcing financial services, Tom founded CFO Selections in 2002, after twenty years of extensive experience working with small and growing businesses in finance and operations roles.
It took Mike Hopkins just one year to prove to the Washington Husky family that he was the right choice to take over the program, as he spent his first season as head coach guiding UW to a 21‑13 record, earning Pac‑12 Coach of the Year honors and leading the team to the second round of the NIT. Washington made many kinds of history during Hopkins’ first season, with some standout victories that put the Dawgs on the national radar.
Hopkins’ 2017‑18 squad recorded Washington’s first 20‑win season since 2011‑12 and the 28th 20‑win season in program history. While retaining almost the entire roster from a year ago, Hopkins took a team that went 9‑22 in 2016‑17 and 2‑16 in Pac‑12 play to a 21‑13 record and a 10‑8 mark in league action. It was the biggest win jump overall at UW since the 1936‑37 and 1937‑38 season. Additionally, the eight‑win jump in conference action was the biggest improvement in UW history for league play.
Kevin Charap, General Manager, NW Wind & Solar, SME, Inc., “Solar Power Really Works in Washington!”
Kevin is employee #1 and has been the General Manager for NW Wind & Solar since its inception in 2009. He is directly responsible for all business operations, projects, and customer satisfaction, with a focus on design and installation management.
With over 800 projects and 8 MW of solar PV deployed in Washington State, Kevin is pleased to have established a diverse project portfolio and extensive list of professional references. Showcase projects include the Bullitt Center in Seattle, Seattle Aquarium, Google’s Kirkland Campus, four Fire Stations, “Net Zero Energy” projects for tribal facilities, private businesses, and homes, as well as bringing solar PV to 25 schools.
Denny Fitzpatrick joined Willows Lodge as general manager in the summer of 2014, overseeing all aspects of this favorite getaway in the Pacific Northwest.
Prior to Willows Lodge, Denny was general manager at the premier luxury destination Hotel 1000, where his daily responsibilities included overseeing all aspects of the mixed-use luxury destination, the first in downtown Seattle to combine the services and amenities of a world-class hotel with exquisite condominium residences.
Brianna McDonald, Regional President, Keiretsu Forum Northwest, “Creating Solutions Through Entrepreneurship for our Regional Challenges”
Brianna currently leads as President the Northwest Region of the Keiretsu Forum angel investment community, the largest and most active venture investor globally, comprising over 50 chapters, with over 2,500 active members investing over $75 million annually into over 180 companies. Brianna is also an active advisor to Keiretsu Capital in supporting due diligence, co-investments, and syndications for each of their Co‑Investments Funds.
Brianna has been an active leader and angel investor with Keiretsu Forum since its launch in Seattle in 2005 and supporting its growth to become the largest and most active group globally.
As a principal in the Clark Nuber’s tax practice, Amber uses her extensive experience to manage and solve a wide range of tax compliance and consulting issues for privately owned mid-market clients, focused on the healthcare, senior living, real estate, and hospitality industries. Prior to joining Clark Nuber, Amber spent time at a Big Four accounting firm, a large regional firm, and most recently was with Clothier & Head in Seattle.
Arena Sports CEO Don Crowe is more than just an accomplished businessman with a vision and high expectations. He is a family guy with a great sense of humor and a passion for soccer, golf, and overall fun. He lives by the motto: “Work hard, but play harder.” He is the type to dole out the compliments when deserved or straighten your path when you’re off course. You always know where you stand with Don, and he’s always there to help you develop professionally.
Steve Marshall, Transportation Technology Partnership Manager, City of Bellevue, “The Future of Transportation in Bellevue: Automated, Connected, Electric & Shared”
Steve Marshall is the Transportation Technology Partnership Manager for the City of Bellevue, a new position created by the Bellevue City Council. Before that he was executive director of the Center for Advanced Transportation and Energy Solutions. He has more than 30 years of experience working on energy and transportation issues, including serving as chief outside legal counsel to Puget Sound Power & Light as a partner at the law firm of Perkins Coie. At Perkins Coie his first work was defending Boeing in aircraft crash cases.
Dave is a proud member of Clover Park (Lakewood) Rotary Club, a Paul Harris Fellow, and served as the club’s Public Relations Director. He has been a ShelterBox Ambassador since April 2017, having gone through the ShelterBox Response Team selection process in Canada (2017) and also additional field training in 2018.
A retired local law enforcement officer, Dave’s career included 4 years with the Town of Steilacoom, 16 years with Pierce County Sheriff’s office, and his final position as Assistant Chief, City of Lakewood PD.
Polyverse Corporation is the world’s leading cybersecurity vendor of moving target defense technologies for Linux. Before founding Polyverse Corporation, Alex Gounares led Concurix Corporation, a maker of Node.js profiling tools. These tools were acquired by Strongloop, Inc., and integrated into the Strongloop Arc platform.
Prior to Concurix, Alex served as AOL’s Chief Technology Officer. In this role, he led all aspects of AOL’s technology strategy, platform development, and external technology partnerships. He was responsible for all of AOL’s global engineering, IT, and operations functions. In addition, he served as a member of the company’s Global Executive Operating Committee.
Slade Gorton began his political career in 1958 as a Washington State representative; he went on to serve as state House majority leader. In 1968, he was elected state Attorney General. He served three terms, during which he argued 14 cases before the U.S. Supreme Court. He focused on consumer protection, closing down shady car dealers, exposing pyramid schemes, reducing vehicle pollution and preserving public access to ocean beaches. On his watch, the office tripled the number of citizen complaints it resolved. He was active in organizations to improve the training of law officers, creating a base of support from law enforcement that lasted through his Senate
Slade’s strategic skills were highly valued during the three terms he served in the Senate. When complicated legislation came to the Senate floor with members squabbling over elements of a bill, they regularly turned to Slade, who calmly worked with competing viewpoints and found solutions that allowed needed legislation to pass. His intellect and ability to create compromise earned him a spot as formal counsel to Senate Majority Leader Trent Lott, and he was a key strategist in passing major welfare reform and the Balanced Budget Act of 1997.
Dennis Moran, President/Chief Counsel, Fishermen’s Finest, Inc., “Largest Private Shipbuilding Project in Washington State in 15 Years — What Could Go Wrong?”
Dennis Moran began his career in the Alaska commercial fishing industry as a processor during the 1984 Bristol Bay salmon season. He earned a Bachelor’s of Science in Civil Engineering from the University of Washington in 1987 and a Juris Doctorate in 1990.
Mr. Moran spent the next 23 years working as a maritime attorney and advisor to fishing companies in Washington, Alaska, Hawaii, the UK, the Russian Federation, South Korea, Mexico, and French Polynesia.