OSCPA Member Appreciation Day: Your Exclusive Free Access to Expert Insights and CPE - Webcast

Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project - a training company that turns accountants and bookkeepers into high-earning CFOs for small businesses.

(12/29/25)

John Bacigalupi is a Senior Vice President, Regional Director & National Private Markets Specialist at Cantor Fitzgerald, a global financial services firm with over 12,000 employees globally. Cantor Fitzgerald is a preeminent investment bank serving more than 7,000 institutional clients around the world, recognized for its strengths in fixed-income and equity capital markets, investment banking, real estate, prime brokerage, SPAC underwriting, PIPE placements, and asset management. John brings 18 years of experience in the financial services and the alternative investment industry.

John earned his bachelor's degree from UCLA and a Certificate in Investment Banking from NYU. He is president of the Financial Planning Association (FPA) of San Francisco. John has been on the board for the last 6 years.

Outside of work, John loves to spend time with his wife and two sons playing sports, traveling, and being outdoors. He loves to spend as much time as he can in Healdsburg at his family's cabin on Fitch Mountain.

(1/12/26)

Drew Dedelow

Drew Dedelow is a Senior Vice President at LaSalle, responsible for the distribution of JLL Income Property Trust & JLL Exchange in the North Pacific Territory.

Prior to joining LaSalle, Drew worked for a combined 16 years as External Wholesaler and then National Accounts Manager for Inland Real Estate Investment Corporation, representing private REITS and private placements - including 1031 exchange offerings. During his 20+ year career in the alternative investment industry, Drew supports his advisor relationships with product education and market commentary, client meetings, and continuing education credits (CE credits) for advisor's professional relationships.

(1/8/26)

Justin D. Farmer, Esq., CBI, is a lawyer, licensed real estate broker, and entrepreneur. As a lawyer, Justin has served as an Assistant Attorney General, private practitioner, and legal recruiter. He first attended the University of Washington where he received a Bachelor of Science having studied Marketing, Entrepreneurship, and Finance. 

Justin formed the model that would later become Private Practice Transitions, Inc. in 2012 after having gone through the arduous task of vetting a private practice that he intended to purchase. Justin has combined his passion for business, entrepreneurial spirit, and business experience to form Private Practice Transitions. 

In 2018, Justin earned his Certified Business Intermediary (CBI) designation from the International Business Brokers Association (IBBA). The CBI is a prestigious designation exclusive to the IBBA that identifies an experienced and dedicated business broker. It is awarded to intermediaries who have proven professional excellence through verified education as well as exemplary commitment to our industry. 

(12/15/25)

TJ Davis

TJ Davis advises successful business owners and families on growth, transitions, and long-term wealth. His work often focuses on business strategy, liquidity events, and aligning financial plans with what clients want their success to support next.
TJ works closely with CPAs, tax advisors, and legal professionals so financial planning and tax strategy stay aligned as strategies are developed and implemented. It's an approach designed to support better financial outcomes.

(1/8/26)

Alexander Jones

Alex Jones focuses on tax planning for business owners where structure, income, and growth intersect. His work often involves evaluating advanced strategies alongside existing business and compensation arrangements.

Alex collaborates closely with financial advisors and CPAs to assess how tax strategies fit within the broader planning picture. That coordination helps avoid misalignment and supports stronger client outcomes.

(1/8/26)

Anthony Hunt is a natural communicator who partners with clients to design and maintain employee benefit plans that attract and retain top talent. Anthony specializes in qualified retirement plans, 403(b) and 457(b) plans, and the gamut of health and welfare plans. He advises on a wide range of issues arising under ERISA, the Internal Revenue Code, the Affordable Care Act (ACA), HIPAA, COBRA, and other benefits laws, and has experience advising public, tax-exempt, and private employers of all sizes on plan design, administration, and compliance.

(6/27/25)

Adam Rose is the founder of Rose Law Firm, P.C., and has spent more than 27 years advising successful companies throughout Oregon, Washington, and California. His practice integrates corporate strategy, complex commercial transactions, and litigation support, helping clients overcome critical legal and business challenges with clarity and confidence.

With a deep understanding of corporate law, Adam has guided companies through mergers and acquisitions, ownership transitions, fiduciary duty compliance, and the ratification of defective corporate acts. His insights have been published in the Portland Business Journal, including his article "Selling Your Business to a Competitor Can Fetch a Better Price," and his legal writing has contributed to continuing legal education materials for the Oregon State Bar.

Adam's commercial experience spans joint ventures, licensing, manufacturing, transportation, real estate, and finance agreements—where he is known for bringing structure to complexity and helping businesses protect value. He also advises on litigation strategy in high-stakes disputes, including equity owner conflicts, shareholder rights cases, derivative actions, and securities litigation.

Recognized for his excellence in practice, Adam is most proud that Rose Law Firm was recognized as one of Oregon's Top 20 Most Admired Law Firms in 2024; and has received numerous other professional honors, including being selected multiple times as an Oregon Super Lawyer, and  awarded Portland Business Journal's Forty Under 40 early in his career.  Adam is currently President of the Oregon chapter of the International Network of Boutique Law Firms. These accolades reflect both his legal skill and his unwavering dedication to clients.

Outside the office, Adam thrives on adventure. He has climbed Mt. Kilimanjaro in Tanzania and Mt. Adams in Washington, gone scuba diving in Roatan, enjoys running in Hood2Coast; and has ridden Seattle to Portland three times (including with his 20 year old daughter)—approaching each challenge with the same resolve he brings to his legal work.

(6/19/25)

An avid learner, Derek Distin has a deep passion for leadership coaching and process improvement. A former collegiate multi-sport athlete, he started his career in management and sales. He joined Rightworks as a client success manager before moving to Service leadership. A father of 3, he enjoys coaching his children's sports, running and tinkering with woodworking.

(1/15/26)