Friday, March 27, 2009

Forum Leaders Northwest Board of Directors

Jerry Brown, Director, Co-Founder - Retired Financial Network Investment Corporation
As a pioneer in the financial planning industry, Jerry Brown has been an agent of change, growth and creativity on a national scale for some three decades. A dedicated and enthusiastic professional, Jerry began his successful career in the financial services industry in 1974. He earned the distinction of being the top salesperson in a national sales force of over 5,000 people while still in his 20’s. By 1983, prior to reaching age 30, he Co-Founded Financial Network Investment Corporation (FNIC), which would become one of the best and biggest independent Broker Dealers in the U.S. Jerry is married to his best friend, Tina, and his love for God and family have made him as respected personally as he is professionally. In his dual role as Co-Owner of FNIC and Regional Director for the Pacific Northwest Region of FNIC, Jerry’s contributions were many. On a national scale, Jerry was responsible for guidance, direction and innovation that not only shaped the company but also the entire financial planning/investment advisory industries. On a regional scale, Jerry built a dynamic group and fostered a culture of growth, independence and teamwork. In this role, Jerry recruited, trained and mentored literally hundreds of high caliber financial advisors, many of whom have gone on to attain national recognition as top industry professionals.


Peter Cline, CEO, Auxano Advisors
Peter is the Chief Executive Officer, founder and managing member of Auxano Advisors, LLC. Peter provides strategic direction for the entire organization and specific leadership for the team of client service professionals. Peter has over two decades of experience providing strategic financial advice to affluent families. He began his investment career in 1987. In 1991, he founded the predecessor firm to Auxano Advisors and has guided the firm consistently through its maturation into a distinguished wealth management organization. Peter has received a number of industry honors throughout his career for exemplary service to clients. Peter is a Certified Financial Planner (CFP) and a graduate of the College for Financial Planning. Peter is active in a number of charitable organizations. He serves on the board of Pinnacle Forum Seattle, a national business leadership forum. He is a long-standing volunteer at St. Martin DePorres / St. Joseph’s men’s homeless shelter. He also serves on the Advisory Board of the Business Leadership School, a division of Strategic Christian Services. Peter has been married to his wife Linda for 22 years and they have three children. Peter and Linda reside in Redmond, WA. 



David Greiger, Retired CMO of the Russell Company
David Grieger,  retired from the Russell Company after serving as the  Chief Marketing Officer and Managing Director of the Russell 2000 Index. While at Russell, David lived in London, UK,  and Sydney Australia.  David and his wife Misty live in Seattle and are active in their church and community at Bethany Presbyterian Church on Queen Ann Hill. David also serves on the Alpha USA Board.


Jack E. Hoover, President/CEO, Foundation for International Services, Inc.; Director/Co-Owner, Slide Canyon Holdings, Inc.; President/Co-Owner; Paragen Ventures, LLC
Jack leads FIS which provides reports on foreign educational documents equating them to the US educational system as well as foreign language translations. Jack provides financial and operational direction for the company. He is also active in the development of companies in the Pacific Northwest. Jack is a graduate of Pacific Lutheran University, and earned an MBA from Golden Gate University. Additionally he has completed Chuck Colson’s biblical worldview Centurions Program. He is active with his family, an elder with North Sound Church, and serves with numerous professional and charitable organizations. Jack and his wife Sheri have been married 25 years, have two children and live in Woodway, Washington
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Barry Horn, Senior Vice President, Guild Mortgage
Barry is a board director for Guild Mortgage. Prior to Guild Mortgage Barry founded Liberty Mortgage. Barry has an extensive corporate sales and leadership background leading companies to rapid growth. Barry has twenty years of Executive management with IBM, Wall Data, Attachmate Corporation, New Link Corporation, Saltmine LLC, and Liberty Financial Corporation. He has had significant oversight of over 2000 employees as well as founding and selling two companies. He managed an international company of over $150 Million. While the COO for Attachmate sales grew from 30 Million to 150 Million. Barry has been the CEO of three companies. Barry serves on the board of several organizations, including Liberty Financial Group, Liberty Road Foundation, Living Photo, and Pinnacle Forum. Barry loves business and cares about people in business. He is passionate about helping business people find a way to serve others whether locally or internationally. Barry founded Liberty Road Foundation to help businesses serve local non-profits. Barry and his wife Joan live in Clyde Hill, WA.



Robert A. (Bob) King, CEO and Founder of C.O.O. Services, LLC.  Bob King is a strong executive leader with over 25 years of experience leading and managing manufacturing and distribution companies. The breadth of his experience ranges from Fortune 100 companies to $10M privately held concerns. Bob has exceptional communication, analytical and team building skills which have proven to be essential assets during the many customer negotiations, process improvement initiatives, mergers, acquisitions and restructurings in which he has participated or led. Prior to starting C.O.O. Services, LLC, Bob served as President of a national, multi-site, manufacturer of office and school supplies. During his nine years there, sales grew over 300%, through both organic sales growth and acquisitions. In addition to two mergers and subsequent integrations, Bob developed the strategic plan that called for the company to move from a small west coast only player to become a major factor in the industry throughout North America. This plan included development of a national sales team as well as national distribution capabilities. Major clients included 3M, Costco and Staples. Prior to that, Bob served in several capacities, from Connecticut, to Colorado, to Seattle, as Area President, Executive Vice President and General Manager and Transition Team Leader for Unisource Worldwide (or predecessor companies), a then New York Stock Exchange listed, $9B, distribution and logistics company. During this time, Bob had full P&L responsibility for divisions ranging in size from $100-$400M, with multi-channel sales forces of up to 100 people. Married for over 25 years, Bob and his wife, Jeannie, have three children; boy, girl twins who are in college and a daughter in high school. He has served on several industry panels, Chaired his Church’s Board and currently sits on the board of a large Christian camp and conference center. He is an avid sportsman who enjoys fly fishing, skiing, hiking, trap shooting, golf, running, cycling and competing in local triathlons.




Bob Nuber, CPA CMC, Chairman Emeritus, Clark Nuber

Bob is the firm’s chairman emeritus and has practiced for nearly 40 years in public accounting as a consultant to closely-held and family owned businesses. In addition to bringing an interdisciplinary approach to the complexities of business planning and management, he also serves as a general advisor to businesses and their owners. Bob serves as a board member or as an advisor to the board of directors in the following industries: manufacturing, real estate investment, insurance underwriting, home construction, food retail and trucking. Before joining Clark Nuber in 1972, Bob was with Deloitte & Touche in Seattle. Bob graduated from the University of Washington, with a B.A., and an M.B.A. Bob is married to his wife Judy and lives in West Seattle. Bob serves as the Vice Chairman of Pinnacle Forum and will become the Chair later this year. Bob has also served on the board of Families Northwest, Seattle Pacific University, Seattle Chamber of Commerce, University of Washington Accounting Development Fund, and is Past President of Bellevue Rotary Club.


George Reece, President of the Murray Franklyn Company. George Reece and his wife Norma Jean are active Christian leaders in the Seattle community. George serves as the President of the Murray Franklyn Company, a construction company building homes and commercial projects throughout the Northwest. George also serves on the board of Northwest University in Kirkland.



 
Jeff Rogers, Founder and Managing Partner, OneAccord
Originally from Edmonds, WA Jeff graduated from the University of Washington with a degree in Finance and Marketing. He has been involved in both sales and management development for the last 25 years and is currently Managing Partner for OneAccord, a firm providing interim Sales and Marketing executives, with 14 offices nationwide. His work history includes the strategic selection, development and training of a sales force that began as 56 people and grew to over 400 across all of Canada, Western US, and Mexico. Within the sales organization he personally managed, sales rose over 20 years at an 88% average annual growth rate. While building a growing organization he had nearly 100 direct reports in management positions working in diverse markets and cultures. Jeff founded OneAccord Partners in Jan ’05 – OneAccord is a partner-owned company helping organizations to multiply revenues through incorporating sales, marketing, and leadership best practices. In 2001 the vision for the “Christian Business Organization” was planted in Jeff’s heart to Connect, Encourage, and Equip Christians in the marketplace. Now called Kiros, there have been over 5,000 business leaders attend monthly meetings in Bellevue and Seattle. Jeff also serves on the boards of Youth Transition Network, Doingood Foundation, Circle Building Software Corp, and the Seattle Christian Foundation. He enjoys coaching soccer, basketball, and amateur car-racing. Jeff and his wife Amy attend Westminster Chapel and have been married over 20 years with 3 girls, Lauren, Addy, and Camryn.


Scott Urie, CEO/President, Washington Air Reps
Scott is the owner of Washington Air Reps Inc. which is a manufacturer’s representative for heating and air conditioning equipment for the commercial and institutional markets. He has offices in Bellevue and Spokane. Washington Air Reps was established in 1975 and has developed into one of the premier HVAC representatives in the United States. Scott serves on several advisory boards of the manufacturers they represent. Scott also serves on the board of Seattle’s Union Gospel Mission and was president of the board from 1999 to 2006. He and his wife Kathi of 38 years live in Shoreline and attend Community Christian Fellowship. Scott has two grown sons and the added joy of six grandchildren.



Kendra VanderMeulen, President, Seattle Christian Foundation
Kendra VanderMeulen joined the Seattle Christian Foundation in 2007 as its first President. She is a veteran of the wireless telecommunications industry, having served as the Executive Vice-President, Mobile at InfoSpace and as the Senior Vice-President and General Manager of the Wireless Data Division of AT&T Wireless. She is currently an active Board Member and Advisor to a variety of companies in the wireless Internet arena, as well as being active in her church and other non-profit work. Kendra also helped found SoulFormation, a ministry which provides spiritual direction and encouragement to Christian leaders, particularly pastors and missionaries. In addition to her work with SCF, she currently serves on the boards of SoulFormation, B-Square, Inc., Inrix, Inc., and., Perlego Systems, Inc., and she chairs the missions committee at Woodinville Alliance Church. Kendra holds a Bachelor of Science degree in mathematics from Marietta College and a Master of Science degree in computer science from Ohio State University, where she also received the Distinguished Alumna award in 1990 from the College of Engineering. She is the recipient of the 1999 Catherine B. Cleary award as the outstanding woman leader of AT&T. Kendra has been married to William Snider for over 26 years and has two children, Rich and Bess, both students at the University of Washington.




Dr. Jon L Sharpe, Executive Director, Pinnacle Forum Northwest
Jon Sharpe is passionate about transformational leadership and serves as the Executive Director for Pinnacle Forum Northwest. Prior to joining Pinnacle Forum, Jon served as the founder and International Executive Director for The Center for Global Urban Leadership from 2006-2008, serving leaders by providing learning communities in major cities of the world. Belfast, Vancouver B.C., Hyderabad, Delhi, and Tucson were the targeted cities in 2007 and 2008. From 2000-2006, Jon was instrumental in the development of Bakke Graduate University in Seattle. The BGU educational program served an international constituency of nearly 300 leaders and numerous international educational partners. During his tenure at Bakke Graduate University, Dr. Sharpe served in a variety of roles including; Academic Dean/Vice President of Academic Affairs, Director of Doctoral Studies, and Professor of Global Urban Studies. Prior to that, Jon led Serve Seattle, an initiative facilitating city leadership consultations, city summits, and city field experiences. In 2006 Jon co-authored Street Signs: a new look at urban ministry, with Dr. Ray Bakke, addressing the work of consulting the city for transformation. Sharpe comments: "Transformational leadership is vital if we want to see people, places, and systems changed for good." Jon is married to Laila, a native of Norway and  they have three grown children, Jonathan, Katrina, and Christopher and one grand daughter.

Pinnacle Forum Northwest 2009 Operating Plan

Key Elements of 2009 Operating Plan
Forum Development
• Recruiting Forum Facilitators
o Identify through our existing networks those who we believe will make the best facilitators of forums in our region
o Identify leaders who have a passion for the Pinnacle Gvision and mission and have the gift of facilitation and experience
o Identify leaders who have a passion for our vision and mission and are willing to grow into effective facilitators
o Executive Director and key Board Members identify and recruit people with facilitation skills or temperament
• Training Forum Facilitators
o Have all facilitators take specific facilitation training so that they know what Pinnacle NW expects of its facilitators.
o Continue monthly or bi-monthly facilitation training, cross training, sharing best practices from each forum.
o Facilitator’s common methodology: Facilitator’s must understand and be trained with a common methodology that reflects the uniqueness of a Pinnacle Forum.


• Replicating Forums
o Develop an attitude of multiplication and replication for the forum movement.
o Instill a multiplication principle within each forum and within the facilitator community.

Partner Definition, Recruiting, & Development
• Partner Definition:
o A Northwest Pinnacle Partner is a *leader (a person of influence regarded as a leader within their field) committed to the vision and mission of Pinnacle Forum Northwest and has been invited to be a part of Pinnacle Forum and has been accepted by our local Chapter leadership. These are the expectations of all partners.
o Regular participation in a forum or in roundtables
o Regular participation in partnership gatherings
o Commitment to financial contribution for Pinnacle NW
o Commitment to sharing the vision and mission with others
o Have signed and agreed with the national Partnership Agreement
• Recruiting Partners:
o Is an ongoing process where Board Members and existing partners continually share the vision and the mission and ask key influencers to join the movement. It is vital that we continue to think of PF as a movement rather than an institution.
o Partners must be invited to join. They are required to fill out the national application.
o PFA contacts the Northwest Executive Director to verify the person has been invited and is known in the community and has been authorized by the Chapter to approve the prospective partner.
o The Executive Director will meet with all prospective partners one on one or have a board member meet with them.
o As partnership applications grow a quarterly orientation will be developed for new partners by the ED.
o Board Members, Facilitators, and Executive Director hold one recruiting meeting per month to recruit new Partners.
• Partner Development
o Each partner is expected to be growing in their love for and obedience to Jesus and to an active pursuit of engaging the culture with the values of Jesus.
o Partner Gatherings, retreats, seminars, and training will be offered as needed.
• Funding
o The Pinnacle Chapter Board is responsible for an annual baseline of $50,000 for the Chapter.
o Chapter Pinnacle Partners will be advised that the Chapter financing plan is based on our objectives as a group and that we suggest an annual contribution of a minimum of $1000.
o A Pinnacle Forum Partner Contribution Statement will be sent to all partners twice a year.
o A statement will go out each April and October for a contribution of $500.
• Deliverables
o Peer Forums: purpose – equip and relationship
o Quarterly Forums – equip and relationship
 Roundtables with leaders in community
o Community Forums: - vision and relationship
 (Partners, spouses, and prospective partners. Dinner with spouses)

Pinnacle Forum Northwest Value Proposition

The Need
Our Northwest communities need authentic, godly, transformational leaders. Sliding ethics, run-away greed, global economic meltdown, and general moral decay are evident in our communities. We believe such leadership is possible when leaders use their influence to engage the culture by living out the values of Jesus, the ultimate example of real life transformation.

Pinnacle Forum’s Answer

Pinnacle Forum Northwest is a movement of business leaders who meet regularly in peer forums to better understand the values of Jesus so they can apply them personally, at home, in the workplace, and in the community.

Forums are groups of 8 to 10 business leaders who meet peer to peer, in confidential settings, to develop authentic lives and engage the culture with Jesus’ values.

Our goal is to have 100 + Peer Forums throughout the northwest. To facilitate relationships and to update Partners and Forum members on what is being accomplished, we regularly meet together as a large group to share experiences, develop friendships and foster a strong sense of community.

We have a board of directors, a full time Executive Director and a business plan to help us achieve the mission and vision. We ask our partners and friends to help us fund the plan with a yearly faith-based commitment. These funds are used to help grow active peer forums and conduct partner community building events.

Our vision is to have 1,000 partners in the northwest committed to the values of Jesus. We believe this vision will inspire our partners to be witnesses and encouragers to the highest levels of leadership within their spheres of influence.


NORTHWEST
Executive Summary



Mission

Equipping leaders to engage the culture with the values of Jesus

Vision
1000 Pinnacle Partners

This Executive Summary is provided so you can share in the heartbeat, mission, and vision of Pinnacle Forum Northwest. As a business leader in this region, you have been given influence that can be used for the greater good and we want to help you put your God given call into action!

Pinnacle peer forums and partners are expanding in our region. Presently forums are effectively meeting in downtown Seattle, Bellevue, and Tacoma. We see a day not too far out in the future, when every city in the northwest will have multiple forums meeting to engage the culture with the values of Jesus.

Nearly 100 Partners and Forum participants are now engaged in some way. As new forums are developed and new partners are added, our region will begin to change dramatically, reflecting God’s character.

Twice a year Pinnacle Forum Northwest asks all forum participants and partners to join with us in the vision of seeing 1000 Pinnacle Partners engaging the culture with the values of Jesus. When key business leaders commit to a life of authenticity and cultural engagement something extraordinary can happen!

Each partner and forum participant is asked to make a semi-annual contribution of $500: A donation in the month of April and a donation in the month of October, totaling $1000.

Your Partner Contribution helps build new forums, equip partners, train forum accomplish so much more!

Our History
America has a great many churches and Para church organizations, but each year our culture continues to decline. I believe the only way we can change that is to find a way to network our high influence leaders and inspire them to use their influence for God.
-Dr. Bill Bright

Inspired by the late Dr. Bill Bright in 1995, Pinnacle Forum was established in Arizona when a group of community leaders decided to use their God-given influence to transform the city of Phoenix. This was done by convening small peer groups around the city with the purpose to encourage one another spiritually, share Christ with their peers, and challenge each other to use their influence and resources for the glory of God.

The name “Pinnacle Forum” derives from the idea that our Partners are leaders who are at the pinnacle of their influence. They are people who have built reputations in a city, an industry, a nation—and now, based on that reputation, are in a position to influence peers who have similar influence, and have an impact on those who are the leaders of their communities.

In 2001, Pinnacle Forum began to replicate this model throughout the United States, forming Pinnacle Forum America. At present, PFA is a network of 450 Partners and forums taking place in over 45 cities. We are a 501 (c) 3 non-profit organization. Pinnacle Forum in the Northwest began during this season.

Critical Success Factors for Pinnacle Forum Northwest
• Active, well informed, surrendered, Spirit led board
• 100 trained, surrendered, Spirit led forum leaders
• 100 Healthy forums equipping Partners
• Partners building a Pinnacle community
• Documented Financial Plan

Critical Success Factors 2009
• Board: Active recruiting partners, forum leaders, praying, building a strong financial base, and building community.
• Facilitators: Recruit 10 new facilitators and have monthly Forum Leader Training.
• Peer Forums: Launch 5 new Peer Forums
• Partners in Community: Add 40 new partners and hold two Partner Community events.
• Financial Plan: Board contributing $50,000, Partners contributing $50,000 other donations and services contributing $49,000

Respectfully,

Jon Sharpe, Executive Director,
Pinnacle Forum Northwest