Board of Directors

Officers

Kari Patterson

Kari T. Patterson

Chair

Kari Patterson is the vice president of finance with PacificSource Health Plans in Springfield. She has been in corporate finance since joining PacificSource in 2004, after nearly three years working in public accounting. Kari has been an OSCPA member since 2003.

Selene Petersen

Selene L. Sullivan

Chair-Elect

Selene Sullivan is shareholder and president of Principle Accounting PC in Eugene. She specializes in taxation, business consulting, estate planning, and retirement planning. She currently also serves on the nonprofit boards for Christians As Family Advocates and Northwest Christian University. Selene has been a member of OSCPA since 2001.

Charles Mello

Charles R. Mello

Vice Chair

Charles Mello is the audit partner at Deloitte LLP in Portland, where he has served for more than 16 years, focused on the power, utility, and health care sectors. As office audit leader, he is responsible for a wide range of public and private company audits. Charles has been an OSCPA member since 1999.

Amy Dale

Amy I. Dale

Past Chair

Amy Dale is a municipal audit manager with the Oregon Secretary of State Audits Division in Salem. She has more than 16 years' experience leading financial and federal compliance audits for a variety of state agencies and programs. Amy has been an OSCPA member since 2006.

Tracy Allen

Tracy M. Allen

Secretary

Tracy Allen is a partner with Aldrich CPAs + Advisors LLP in Lake Oswego. She brings nearly 20 years of experience focused in the construction industry. Tracy was named a DJC Women of Vision award recipient in 2017 and is a national speaker at seminars for the Construction Financial Management Association. She has been an OSCPA member since 1999.

Ross Holliday

Ross E. Holliday

Treasurer

Ross Holliday is a senior tax manager at Boldt Carlisle + Smith in Albany. Ross provides high-level taxation, accounting, and advisory services to clients throughout the Pacific Northwest. He has been a member of OSCPA since 1995.

  

Directors

Laura Bergstrom

Laura K. Bergstrom

Director

Laura Bergstrom is a director of federal tax at Nike, Inc. in Beaverton. Prior to her current role, she held positions in both business and public accounting, specializing in corporate and international taxation. Laura is a member and past-chair of the OSCPA Professional Conduct Committee. She has been an OSCPA member since 2006.

Kelly Bosch

Kelly S. Bosch

Director

Kelly Bosch is chief financial officer with the University of Oregon Foundation in Eugene. Kelly is responsible for the fiscal functions of the Foundation, which supports the mission of the University of Oregon by receiving, investing, and disbursing private gifts given to the university. She has been an OSCPA member since 2001.

Geoffrey Dougall

Geoffrey T. Dougall

Director

Geoffrey Dougall is managing partner at Dougall Conradie LLC in Portland. Geoff joined the firm after nearly 11 years working in public accounting and the software industry in Dallas, Texas. Under his leadership, Dougall Conradie has grown to be one of the top 25 accounting firms in the Portland area. Geoff has been an OSCPA member since 2004.

Mary Ericksen

Mary L. Ericksen

Director

Mary Ericksen is an advisory team associate at Buckingham Strategic Wealth in Ashland. Mary assists clients by building financial plans, implementing and rebalancing portfolios, and listening to their questions and concerns. Mary has been an OSCPA member since 2013.

Tonya Moffitt

Tonya M. Moffitt

Director

Tonya Moffitt is the managing partner of Merina + Co. in Tualatin. She teaches continuing professional education classes to CPAs, industry professionals, and students for the AICPA, OSCPA, Oregon Government Finance Officers Association, and other organizations. Tonya has been an OSCPA member since 2004.

 Announcing: 2020–21 OSCPA Board of Directors Candidates

In accordance with Article VII of the Society Bylaws, the OSCPA Nominations Committee and the 2019-20 Board of Directors recommend the following slate of candidates to serve as OSCPA Officers and Directors for the 2020-21 fiscal year, commencing April 1, 2020.

2020-21 OSCPA Board of Directors Candidates

Board of Directors Meetings

2019-20 Schedule

  • May 6, 2019
  • July 10,  2019
  • September 19, 2019
  • November 21, 2019
  • January 23, 2020
  • March 18, 2020

For more information on these meetings, please visit the Volunteer Meetings Calendar.


Board Resources

Access Board Meeting Resources
Board of Directors have access to the OSCPA Board Meeting Resources community in Bridge™ which include: meeting agendas, minutes, management reports, financial reports, and other documents referenced in board meetings.

Plus, the following board of directors resources:
Conflict of Interest Policy & Statement, Investment Policy, and Policy Compendium.

2019-20 OSCPA Board Announcement