Upload
others
View
0
Download
0
Embed Size (px)
Citation preview
Submit Date: Jun 02, 2019
First Name Middle Initial Last Name
Home Address Suite or Apt
City State Postal Code
Primary Phone Alternate Phone
Employer Job Title Occupation
Washington County, OR Boards & Commissions
Application Form
Profile
Are you employed in Washington County?
Yes No
If you live in Washington County, in what district do you reside in? *
District 3
District look-up here
What days and times are you available to meet?
I am available during the week (m-f) from 9 am until 7 pm.
Please list the Washington County Boards that you are currently serving on, or havepreviously served on (include the dates of your term).
I do not currently serve on a Washington County Board. I currently serve on two boards for the city ofTigard. PRAB and the Levey and Bond Advisory Task Force.
Interests & Experiences
Darlene J Dick
TIGARD OR 97223
Retired Senior Accountant MBA in Finance
Darlene J Dick Page 1 of 4
Upload a Resume
Which Boards would you like to apply for?
Audit Committee: Submitted Board of Property Tax Appeals: Submitted Washington County and SDL No.1 Budget Committee: Submitted Metzger Park Local Improvement District Advisory Board: Submitted
If you selected multiple Boards, which is your preferred choice?
Metzger Park Local Improvement District Advisory Board
How did you hear about the Board/s you are applying for? *
County Website
Why are you interested in serving on the Board/s you are applying for?
Currently, there are high priority changes occurring within cities, parks, and the struggles of affordablehousing. Managing these issues requires budgets that need to be stretched to meet the needs of thecommunities. I hold an MBA in Finance from GFU and though I am retired, I would love the opportunity tomake a difference in my community utilizing my education and the needs of the communities.
Are you interested in other volunteer opportunities?
Yes No
If you are interested in other opportunities, may we contact you?
Yes No
What education, work experience, volunteer experience or life experience do you bring?
I earned an MBA in Finance from George Fox University. I currently serve on two boards for the city ofTigard: PRAB and the Levey and Bond Advisory Task Force.
Describe your understanding of the concerns and issues facing the Board/s you wish toserve on.
Budget constraints would be the number one issue that faces every community, and how to guide todayfor tomorrows returns.
List any potential conflict of interest between your public and private service that mightresult from your appointment to a Board/s you are applying for.
N/A
References
Darlene J Dick Page 2 of 4
Full name of Reference #1
Nita Jane Carrington, EdD, RN, ANP, MSN, MBA, MPA
Phone number of Reference #1
Email of Reference #1
Full name of Reference #2
John L. Cook
Phone number of Reference #2
Email of Reference #2
Acknowledgment
Darlene J Dick Page 3 of 4
Please Agree with the Following Statement
By submitting this form, I am affirming that all the information is true to the best of myknowledge and that I understand that any misstatement of fact or misrepresentation ofcredential may result in this application being disqualified from further consideration or,subsequent to my appointment to a board/committee/commission, may result in dismissal.Also, information I provide on this application may become part of the public record.
I Agree
Darlene J Dick Page 4 of 4
D A R L E N E J . D I C K , M B A
OBJECTIVE: Seeking the Position of Senior Accountant Availably to Interview: I am available to interview beginning June 4, 2019 Availability to Start: Immediately SUMMARY: I am a conscientious employee with years of valued experience in Tax, G/L Financial Analysis, Fixed Assets, Fund Accounting, and Personal Property Tax. I can work under direct or indirect supervision and meet deadlines enthusiastically. With excellent skills in communicating key data to managers, departments, employees, customers and vendors. EXPERIENCE SUMMARY:
• Leadership & Management – MBA –Finance Program • Fixed Asset Manager & Sales Tax Supervisor • Tax Research Proficiency • Financial Analysis – Close Entries - AP • Revenue Recognition – Contract Review - AR • Government Audits – Government Census Reporting. • Access / XL Connect used to retrieve data from Epicor. • IRS ~ 940,941 & 8027 Reconciliation • Reconciliation of Balance Sheet Accounts & Cash Flow Analysis
EXPERIENCE: First Commerce, LLC – Lake Oswego, OR 11/2018 – 2/2019 Personal Accountant/Bookkeeper
• Full Charge Bookkeeper • Cash Counting/Deposits • Maintain Financial Reporting (Multiple Personal & Trust Accounting) • Accounts Payable • Journal Entries - QuickBooks • Banking- Multiple Accounts • Financial Statements-Multiple Trust Companies and Personal Accounts
Calvin Presbyterian Church – Tigard, OR 10/2017 – 10/2018 Accountant/Bookkeeper
• Full Charge Bookkeeper • Cash Counting/Deposits • Maintain financial reporting (Accountability-& QuickBooks-SW) • Individual Contributions SW (CCIS SW) • Accounts Payable • Accounts Receivable • Payroll - Pay NW • Journal Entries - Fund Accounting • Weekly Bank Deposits • Sub-ledgers-Excel
Tigard, OR 97223
TE Connectivity - dba- Creganna Medical - Tualatin, OR 7/2014 – 3/2017 Sr. Accountant - Fixed Asset Manager
• Prepare Work Papers for CPA firm: IRS and State Tax Filing • Tax Filing: S/T, PPT, FBAR, Franchise Tax • Weekly Cash Flow Analysis and Monthly Close Analysis Entries • Balance Sheet Accounts and Reconcile Bank Accounts • Sales Tax/Personal Property Tax - Tax Filing and Research • Set-up and Manage Fixed Assets – Sage SW • Oversee/Reconcile A/R – Audit Customer Accounts
Software: Epicor, FAS, Excel, Word, Power Point, XL Connect, Oracle, Hyperion Robert Half/Account Temps –Portland, OR 4/2011– 6/2014 Sr. Accountant – Contractor
• Deferred Revenue • Fixed Asset/Depreciation • Financial Analysis • Journal entries • CIP (Capital in Progress) • Daily/Monthly Cash Reconciliation. • Foreign & Domestic Transactions • Implement New SW – PTMS for Property Taxes • Reconcile to Prior Year-Tax Reporting • Prepare Personal Property Tax Returns • Research Operational Property Tax Reporting Issues • Tax Rollover Reconciliation
Software: QAD, FAS, Excel, Word, Great Plains, Power Point Aston Carter – Portland, OR 7/2011 – 12/31/12 Senior Staff Accountant – Contractor
• Fixed Asset Accountant • Depreciation Entries • Journal entries • CIP (Capital in Progress) • Personal Property Tax • Industrial and Personal Tax Filings • Terms & Transfers
Software: SAP, BNA, Excel, Word, QuickBooks McCormick & Schmick’s Seafood Restaurant’s 5/2007 – 4/2011 Senior Tax Accounting Analyst/Supervisor
• Restaurant Sales & Use Tax- 26 States. • Electronic Filing and Payment. / Set Up Business Licenses. • Audits - SOX Compliant. • Business & Occupation Taxes – State & Cities. • Ohio Commercial Activity Tax (CAT). • IRS ~ 940,941 & 8027 Reconciliation- Power of Attorney. • E-commerce Sales & Use Reporting – 47 States. • Supervise Tax Department.
Software: Great Plains; DocLink, Excel, Word, Access, XLReport Writer, Squirrel POS, Property Works.
Fiserv Solutions, Inc., d.b.a. Fiserv EFT: 3/2003 – 7/2006 Tax Analyst
• Sales & Use Tax-47 States. • Personal Property Tax-44 States. • Fixed Assets. • Purchase Orders. • G/L Reconciliation’s. • Business License Renewal. • Audits-SOX Compliant.
Software: Vertex, PTMS, Access, Excel, Word, Solomon, FAS. First Portland Corporation: 8/2000 – 3/2003 Tax Accountant
• Sales & Use Tax – Leasing. • Personal Property Tax. • Business License Renewal. • Audits. • Reconciliation’s.
Software: Lease Plus, PTMS, Excel, Word, Access, Great Plains.
Nike, Inc.: 4/1996 – 9/1999 Associate Tax Accountant
• Sales & Use Tax and Expat Tax Returns. • Personal Property Tax. • Business License Renewal. • New Store Set-Up. • Credit Analyst- Large Accounts • Audits.
Software: Oracle, Holos, Insource, Excel, and Word. InFocus Systems, Inc.: 7/1992 – 12/1995 Senior Accounting Clerk
• Maintain Fixed Assets. • Prepaid Assets. • G/L Reconciliation/ RTV Inventory Reconciliation • Personal Property Tax.
Software: Oracle Excel, Word, PowerPoint. EDUCATION:
Linfield College: BS in Accountancy, December 2007 George Fox University – MBA in Finance – December 13, 2014
CERTIFICATION AND LICENSES: Management and Leadership – MBA in Finance – December 13, 2014
SPECIFIC QUALIFYING EXPERIENCE:
Education/Experience: Years of Experience • Bachelor’s Degree in Accounting, Business Management, Economics, Finance, Statistics • MBA – Finance - Management & Leadership December 13, 2014
• 15 +
• Strong Written and Verbal Communication Skills: 9-15+ years previous experience in Risk Analysis, Accounting, Tax
• 15+
• Ability to maintain a high level of confidentiality Integrity, Organizational Skills, Ability to Meet Deadlines, Work Independently, Learn New Software, Team Player
• 15+
• Proficiency with Microsoft Office Suite products (MS Word, PowerPoint, Outlook, Visio flowcharts, and SharePoint); (MS Office 2010 proficiency).
• 15+
• Expert level experience with the latest version of Excel.
• 10+
• Proficient to expert level experience with the latest versions of MS Access.
• Proficient 1+
• Familiarity with Pivot tables and Vlookup for Excel
• 7+
• Proficiency in Tax Research, Organized and detail oriented, Ability to prioritize multiple tasks successfully. Adherence to reporting requirements and deadlines.
• 15+
• General database management skills for relational databases.
• 10+
General Requirements: • Experience with US GAAP and regulatory practices and principles. Advanced skills and experience using statistics software packages (e.g., SAS [Statistical Analysis Software
• Statistical Skills – Calculator Knowledge of Computing • 5+
• Experience with data manipulation in Access, Excel, and statistics packages.
• 7+
Submit Date: Jul 02, 2019
First Name Middle Initial Last Name
Home Address Suite or Apt
City State Postal Code
Email Address
Primary Phone Alternate Phone
Employer Job Title Occupation
Washington County, OR Boards & Commissions
Application Form
Profile
Alternate Email Address
Are you employed in Washington County?
Yes No
If you live in Washington County, in what district do you reside in? *
District 1
What days and times are you available to meet?
I am very flexible with my schedule.
Please list the Washington County Boards that you are currently serving on, or havepreviously served on (include the dates of your term).
Civil Service Commission 2017-present ESPD/URMD Budget Committee 2015-present PlanningCommission 2014-present Board of Property Tax Appeals 2013-present Washington County Aging andVeterans Services Advisory Council 2012-2014 Urban Roads District Maintenance Advisory Committee2012-2016 Cultural Coalition of Washington County 2012-2017, 2019- Parks and Recreation AdvisoryBoard 2011-2017 TV Highway Community Advisory Committee 2011-2013
Interests & Experiences
Anthony Mills
Aloha OR 97006
Home:
EMS SubDesk Substitute Subtitute
Anthony Mills Page 1 of 3
Which Boards would you like to apply for?
Board of Property Tax Appeals: Submitted
If you selected multiple Boards, which is your preferred choice?
How did you hear about the Board/s you are applying for? *
County Website
Why are you interested in serving on the Board/s you are applying for?
I served for two terms on the CCWC and now that I have been off for a year, I would like to rejoin it. I amalso very interested in joining the Col-Pac and think that my varied experience in the County would be anasset as one of the County's representatives to that organization.
Are you interested in other volunteer opportunities?
Yes No
If you are interested in other opportunities, may we contact you?
Yes No
What education, work experience, volunteer experience or life experience do you bring?
See application on file and my attached resume.
Describe your understanding of the concerns and issues facing the Board/s you wish toserve on.
I am applying for a continuation of my BOPTA membership.
List any potential conflict of interest between your public and private service that mightresult from your appointment to a Board/s you are applying for.
I have none.
References
Full name of Reference #1
Phone number of Reference #1
Email of Reference #1
Anthony Mills Page 2 of 3
Full name of Reference #2
Phone number of Reference #2
Email of Reference #2
Acknowledgment
Please Agree with the Following Statement
By submitting this form, I am affirming that all the information is true to the best of myknowledge and that I understand that any misstatement of fact or misrepresentation ofcredential may result in this application being disqualified from further consideration or,subsequent to my appointment to a board/committee/commission, may result in dismissal.Also, information I provide on this application may become part of the public record.
I Agree
Anthony Mills Page 3 of 3
ANTHONY MILLS
Aloha, OR 97006-0928
EDUCATION
University of Oregon 1994-1996
MS in Political Science.
University of Szeged 1992-1993
Year-long program in Hungary through U of O.
Community College of Micronesia 1990
Summer program through U of O.
University of Oregon, 1988-1992
BS in Political Science. Cum laude, Phi Beta Kappa.
WORK EXPERIENCE
EMS SubDesk 3/2018-present
This is the contractor which provides all substitute teachers and classified
staff to various school districts in Oregon and certain other states. I am
currently placed in the Hillsboro School District in campus security.
Aerotek 10/2016-3/2018
Contractor at Amazon distribution center during holiday season, then
placed at Davis Tool Inc. until position ended due to lack of work, then
at Sumitomo, all in Hillsboro.
Transition Projects, Incorporated 1/2016-10/2016
Resident Advocate at two homeless shelters in Portland.
Todd Investment Properties, LLC & Todd Farms, LLC 10/2002-present
Part-time bookkeeper and office assistant. Performs all office duties,
bookkeeping, payroll, and prepares income tax information for accountant.
League of Women Voters of Portland 10/2015-11/2015
Office Manager (temporary), October-November 2015
Securitas Security Services 6/2007-6/2015
Contractor at the Intel Hawthorn Farm campus in Hillsboro.
Nike Inc. 12/1997-10/2002
Mail clerk. All aspects of production, sorting and other shipping, mailroom
and communication duties.
Washington State University 6/1996-7/1997
Researcher in Vancouver, Washington and Business Advisor in Krasnoyarsk, Russia.
In Vancouver:
• Carried out business research for WSU projects in Romania and Russia.
• Assisted in investigate further development opportunities in other countries, particularly
Suriname.
In Russia:
• Worked in business development center jointly operated by WSU and Krasnoyarsk State
University. Approximately 15-20 employees and contractors.
• Advised on business projects, wrote reports,
• Organized US agricultural trade show/ luncheon
• Coordinated interview project by American market research firm.
• Gave presentations on US politics and economics to various academic groups.
• Taught English three hours a week to Russian businesspeople and business development
center staff.
• Edited English translation of regional business guidebook for conference.
INTERNSHIP
Office of the Speaker of the Oregon House of Representatives 1995
Office intern.
GOVERNMENT and CIVIC APPOINTMENTS
Tualatin Soil and Water Conservation District Budget Committee 2017-present
Civil Service Commission 2017-present
Washington County
ESPD/URMD Budget Committee 2015-present
Washington County
Aloha-Reedville Community Council 2014-2017
President of the Executive Council 12/2014-2016, 2017
Planning Commission 2014-present
Washington County
Board of Property Tax Appeals 2013-present
Washington County
Washington County Aging and Veterans Services Advisory Council 2012-2014
Urban Roads District Maintenance Advisory Committee 2012-2016
Washington County
Budget Committee 2012-present
Tualatin Hills Park & Recreation District
Chair 2015-2017
Cultural Coalition of Washington County 2012-2017
Grant panel judge 2012-2017
Cultural Plan update Committee 2014-2015
Parks and Recreation Advisory Board 2011-2017
Washington County
Chair 2015-2016
TV Highway Community Advisory Committee 2011-2013
Washington County
Parks Bond Citizen Oversight Committee 2010-2018
Tualatin Hills Park & Recreation District
Tualatin Soil and Water Conservation District 2007-2015
Associate Director
Citizen Participation Organization 6 2005-present
Aloha, Reedville and Cooper Mountain
PRIVATE and NONPROFIT ORGANIZATIONS
Friends of Historic Forest Grove 2015-present
Westside Cultural Alliance/Tualatin Valley Creates 2014-present
Vice Chair 2014-2016
Chair 2016-
Assists with the day-to-day activities of the Executive Director, rewrote bylaws, edits
most media releases, grant applications, etc.
Aloha Historical Society 2014-present
Founder and Director
Washington County Public Affairs Forum 2013-2016
1st Vice President 2014
Treasurer 2014-2015
Aloha Community Library Association 2011-2015
Volunteer with Board of Directors 2011-2014
Member of Media Outreach and Government Affairs Committee 2012-2013
Assisted with creating new library, assisted with writing grants and writing Bylaws and
Mission Statement, etc.
Submit Date: Jun 27, 2019
First Name Middle Initial Last Name
Home Address Suite or Apt
City State Postal Code
Email Address
Primary Phone Alternate Phone
Employer Job Title Occupation
Washington County, OR Boards & Commissions
Application Form
Profile
Alternate Email Address
Are you employed in Washington County?
Yes No
If you live in Washington County, in what district do you reside in? *
District 1
District look-up here
What days and times are you available to meet?
See application on file
Please list the Washington County Boards that you are currently serving on, or havepreviously served on (include the dates of your term).
See application on file
Interests & Experiences
Which Boards would you like to apply for?
Board of Property Tax Appeals: Appointed Planning Commission: Archived
Jean Lu
Beaverton OR 97078
Jean Lu Page 1 of 4
Upload a Resume
If you selected multiple Boards, which is your preferred choice?
How did you hear about the Board/s you are applying for? *
Other website
Why are you interested in serving on the Board/s you are applying for?
community involvement
Are you interested in other volunteer opportunities?
Yes No
If you are interested in other opportunities, may we contact you?
Yes No
What education, work experience, volunteer experience or life experience do you bring?
See application on file
Describe your understanding of the concerns and issues facing the Board/s you wish toserve on.
See application on file
List any potential conflict of interest between your public and private service that mightresult from your appointment to a Board/s you are applying for.
See application on file
References
Full name of Reference #1
Phone number of Reference #1
Email of Reference #1
Full name of Reference #2
Jean Lu Page 2 of 4
Phone number of Reference #2
Email of Reference #2
Demographics
Providing information about your gender, age, race and ethnicity is voluntary. It will not be used inthe appointment process and, under federal and state law, it may not be used to discriminateagainst you. It will be treated as confidential and will only be used for statistical purposes.
Gender
Year of birth
Race/Ethnicity
If you selected "Two or more, or other", please describe.
Question applies to Planning Commission
Please Agree with the Following Statement
As an appointed member of a Washington County board or commission, I am aware that Iam considered a public official and subject to Oregon Ethics law limitations on acceptanceof gifts, food/drink, travel, and entertainment worth more than $50 per calendar year fromany source with an administrative or policy interest in your board or commission. If I amappointed to the Planning Commission, I will also be required to complete an annual formwith the Oregon Ethics Commission during the term of service. Please refer to the OregonEthics Commission website for more information about ethics requirements for publicofficials: http://cms.oregon.gov/ogec/pages/index.aspx.
I Agree
Acknowledgment
Jean Lu Page 3 of 4
Please Agree with the Following Statement
By submitting this form, I am affirming that all the information is true to the best of myknowledge and that I understand that any misstatement of fact or misrepresentation ofcredential may result in this application being disqualified from further consideration or,subsequent to my appointment to a board/committee/commission, may result in dismissal.Also, information I provide on this application may become part of the public record.
I Agree
Jean Lu Page 4 of 4
Submit Date: Jul 02, 2019
First Name Middle Initial Last Name
Home Address Suite or Apt
City State Postal Code
Email Address
Primary Phone Alternate Phone
Employer Job Title Occupation
Washington County, OR Boards & Commissions
Application Form
Profile
Alternate Email Address
Are you employed in Washington County?
Yes No
If you live in Washington County, in what district do you reside in? *
District 4
What days and times are you available to meet?
See application on file
Please list the Washington County Boards that you are currently serving on, or havepreviously served on (include the dates of your term).
See application on file
Interests & Experiences
Which Boards would you like to apply for?
Board of Property Tax Appeals: Submitted
If you selected multiple Boards, which is your preferred choice?
Steve Labak
Hillsboro OR 97123
Steve Labak Page 1 of 3
Upload a Resume
How did you hear about the Board/s you are applying for? *
Other
Why are you interested in serving on the Board/s you are applying for?
See application on file
Are you interested in other volunteer opportunities?
Yes No
If you are interested in other opportunities, may we contact you?
Yes No
What education, work experience, volunteer experience or life experience do you bring?
See application on file
Describe your understanding of the concerns and issues facing the Board/s you wish toserve on.
See application on file
List any potential conflict of interest between your public and private service that mightresult from your appointment to a Board/s you are applying for.
See application on file
References
Full name of Reference #1
Michael Spence
Phone number of Reference #1
Email of Reference #1
Full name of Reference #2
Tom Gabel
Phone number of Reference #2
Steve Labak Page 2 of 3
Email of Reference #2
Acknowledgment
Please Agree with the Following Statement
By submitting this form, I am affirming that all the information is true to the best of myknowledge and that I understand that any misstatement of fact or misrepresentation ofcredential may result in this application being disqualified from further consideration or,subsequent to my appointment to a board/committee/commission, may result in dismissal.Also, information I provide on this application may become part of the public record.
I Agree
Steve Labak Page 3 of 3
Submit Date: Jul 09, 2019
First Name Middle Initial Last Name
Home Address Suite or Apt
City State Postal Code
Email Address
Primary Phone Alternate Phone
Employer Job Title Occupation
Washington County, OR Boards & Commissions
Application Form
Profile
Alternate Email Address
Are you employed in Washington County?
Yes No
If you live in Washington County, in what district do you reside in? *
District 4
What days and times are you available to meet?
Flexible Schedule
Please list the Washington County Boards that you are currently serving on, or havepreviously served on (include the dates of your term).
Board of Property Tax Appeals: 2017, 2018
Interests & Experiences
Which Boards would you like to apply for?
Board of Property Tax Appeals: Submitted
Patrick Maguire
Hillsboro OR 97123
Home:
Patrick Maguire Page 1 of 3
Upload a Resume
If you selected multiple Boards, which is your preferred choice?
How did you hear about the Board/s you are applying for? *
Current Board Member
Why are you interested in serving on the Board/s you are applying for?
I have enjoyed serving county residents as a member of this board for two years, and appreciate theopportunity to continue serving. Working with the other experienced board members, I've been glad toexplain the property tax system to concerned residents appearing before the board, and make them feelthat their government is actively working for them to resolve any concerns.
Are you interested in other volunteer opportunities?
Yes No
If you are interested in other opportunities, may we contact you?
Yes No
What education, work experience, volunteer experience or life experience do you bring?
My undergraduate degree is in business administration, and I have a general understanding of real estatetax principles. I am an involved citizen in our local and regional government. I have served or am servingas a member of local government budget and advisory committees.
Describe your understanding of the concerns and issues facing the Board/s you wish toserve on.
I have appreciated attending an annual training program for board members conducted each year by theState Department of Revenue. Each year of service allows me to become even more deeply acquaintedwith this specialized area of service.
List any potential conflict of interest between your public and private service that mightresult from your appointment to a Board/s you are applying for.
None
References
Full name of Reference #1
Ms. Sheryl Sissom - Professional reference -(503)739-1033
Phone number of Reference #1
Patrick Maguire Page 2 of 3
Email of Reference #1
Ms. Julie Gabbert - personal reference - (503)429-2230
Full name of Reference #2
Phone number of Reference #2
Email of Reference #2
Acknowledgment
Please Agree with the Following Statement
By submitting this form, I am affirming that all the information is true to the best of myknowledge and that I understand that any misstatement of fact or misrepresentation ofcredential may result in this application being disqualified from further consideration or,subsequent to my appointment to a board/committee/commission, may result in dismissal.Also, information I provide on this application may become part of the public record.
I Agree
Patrick Maguire Page 3 of 3
Submit Date: Aug 14, 2019
First Name Middle Initial Last Name
Home Address Suite or Apt
City State Postal Code
Primary Phone Alternate Phone
Employer Job Title Occupation
Washington County, OR Boards & Commissions
Application Form
Profile
Are you employed in Washington County?
Yes No
If you live in Washington County, in what district do you reside in? *
District 2
What days and times are you available to meet?
Generally any day or time
Please list the Washington County Boards that you are currently serving on, or havepreviously served on (include the dates of your term).
Civil Service Commission Board of Property Tax Appeals
Interests & Experiences
Which Boards would you like to apply for?
Board of Property Tax Appeals: Submitted Washington County and SDL No.1 Budget Committee: Submitted Civil Service Commission: Submitted Housing Authority Board of Directors: Submitted
John Junkin
Portland OR 97225
Home:
Retired Retired Attorney
John Junkin Page 1 of 3
If you selected multiple Boards, which is your preferred choice?
Budget
How did you hear about the Board/s you are applying for? *
Current Board Member
Why are you interested in serving on the Board/s you are applying for?
long-time resident; appreicate county govt.; to work with govt and assist it
Are you interested in other volunteer opportunities?
Yes No
If you are interested in other opportunities, may we contact you?
Yes No
What education, work experience, volunteer experience or life experience do you bring?
See application on file
Describe your understanding of the concerns and issues facing the Board/s you wish toserve on.
See application on file
List any potential conflict of interest between your public and private service that mightresult from your appointment to a Board/s you are applying for.
None
References
Full name of Reference #1
Alan Rappleyea
Phone number of Reference #1
Email of Reference #1
Full name of Reference #2
Bob Davis
John Junkin Page 2 of 3
Phone number of Reference #2
Email of Reference #2
Acknowledgment
Please Agree with the Following Statement
By submitting this form, I am affirming that all the information is true to the best of myknowledge and that I understand that any misstatement of fact or misrepresentation ofcredential may result in this application being disqualified from further consideration or,subsequent to my appointment to a board/committee/commission, may result in dismissal.Also, information I provide on this application may become part of the public record.
I Agree
John Junkin Page 3 of 3
Submit Date: Oct 21, 2018
First Name Middle Initial Last Name
Home Address Suite or Apt
City State Postal Code
Primary Phone Alternate Phone
Employer Job Title Occupation
Washington County, OR Boards & Commissions
Application Form
Profile
Are you employed in Washington County?
Yes No
If you live in Washington County, in what district do you reside in? *
District 2
District look-up here
What days and times are you available to meet?
My schedule is flexible during regular business hours.
Please list the Washington County Boards that you are currently serving on, or havepreviously served on (include the dates of your term).
None yet.
Interests & Experiences
Which Boards would you like to apply for?
Aging and Veteran Services Advisory Council: Submitted Audit Committee: Submitted Board of Property Tax Appeals: Submitted Homeless Plan Advisory Committee (HPAC): Submitted
Nikki Erickson
Portland OR 97229
Self employed AttorneyEstate planning, probate, andtrust attorney
Nikki Erickson Page 1 of 3
If you selected multiple Boards, which is your preferredchoice?
Upload a Resume
Full name of Reference #1
Email of Reference #1
Question applies to Aging and Veteran Services Advisory Council
An additional short Supplementary Application is needed for this Board. Someone will contactyou about this soon. If you have any questions, please call (503) 846-3081.
How did you hear about the Board/s you are applying for? *
Social Media
Why are you interested in serving on the Board/s you are applying for?
In my experience helping the elderly and some veterans with estate planning, guardianship, andconservatorship issues, I have seen that our elders face significant challenges. If I can help alongsidemembers of my community, it would give me an opportunity to give back.
Are you interested in other volunteer opportunities?
Yes No
If you are interested in other opportunities, may we contact you?
Yes No
What education, work experience, volunteer experience or life experience do you bring?
I've lived in the Bethany neighborhood for almost ten years as a mother, friend, neighbor, and lawyer.
Describe your understanding of the concerns and issues facing the Board/s you wish toserve on.
I understand that many of our elders face challenges getting affordable care, finding transportation, andfrom elder abuse and fraud.
List any potential conflict of interest between your public and private service that mightresult from your appointment to a Board/s you are applying for.
None that I'm currently aware of.
References
Aging and Veteran ServicesAdvisory Council
Melissa May
Nikki Erickson Page 2 of 3
Full name of Reference #2
Email of Reference #2
Acknowledgment
Please Agree with the Following Statement
By submitting this form, I am affirming that all the information is true to the best of myknowledge and that I understand that any misstatement of fact or misrepresentation ofcredential may result in this application being disqualified from further consideration or,subsequent to my appointment to a board/committee/commission, may result in dismissal.Also, information I provide on this application may become part of the public record.
I Agree
Penka Tantilova
Nikki Erickson Page 3 of 3
2 0 0 7 - 2 0 1 0
Estate Planning and Administration
Tax Analysis
Estate Planning
Estate Planning
Estate Administration
Estate Administration
Estate Planning
Will Contests nning
Charitable Entity Formation
Entity Formation and Tax Research
Protected Proceedings and Elder law
N ICOLE B. ERICKSON
EXPERIENCE
WYSE KADISH LLP │ P O R T L A N D , O R
Trusts & Estates Attorney
Drafted custom wills, trusts, beneficiary designations, deeds, and ancillary documents for families
and business owners with combined estates worth $2.0-20 million. Administered complex trusts
and estates, from obtaining EINs to preparing 706s. Analyzed operating agreements, prenuptial
agreements, dissolution judgments, promissory notes, deeds of trust, and real estate documents.
Prepared civil complaint for estate controversy involving real estate, land use, and zoning laws.
Represented clients domiciled in Texas, California, and Washington with regard to Oregon estate
tax exposure. Analyzed provisions of Tax Cuts and Jobs Act related to pass through entities.
Researched 754 election for post-mortem planning opportunities.
Prepared petitions and related motions for temporary and indefinite guardianships and
conservatorships. Drafted third-party special needs trusts. Researched Medicare creditor claims.
NICOLE B. ERICKSON, ATTORNEY AT LAW, LLC │ P O R T L A N D , O R
Trusts & Estates Attorney │ A U S T I N , T X
Performed estate planning services for private clients with taxable estates. Prepared private letter
ruling and conducted other tax research, estate planning, and probate administration services for
Cotton, Bledsoe, Tighe & Dawson, PC.
SAUNDERS, NORVAL, NICHOLS & ATKINS, LLP │ A U S T I N , T X
Trusts & Estates Attorney
Prepared wills, trusts, and ancillary documents for estates worth $2.0-200 million. Extensively
researched estate and income tax issues.
Independently prepared and filed 706s for estates owing tax. Assisted with independent estate
administrations for taxable estates. Prepared and filed probate inventories. Conducted contested
heirship proceedings.
Formed private foundations. Prepared supporting documentation for nonprofit entities including
admission of directors and trustees. Researched changes to law governing nonprofit entities under
Texas Business Organizations Code.
COTTON, BLEDSOE, TIGHE & DAWSON, PC │ M I D L A N D , T X
Trusts & Estates Attorney
Tax planned for estates worth $1.5-500 million. Created multi-generational estate plans involving
tailored trusts, private foundations, and charitable gifts.
Independently marshalled estate administration from engagement letter to closing. Successfully handled temporary, dependent, and independent administrations.
Assisted in mediation of will contest involving $71 million estate. Crafted extensive and exacting tax provisions for settlement agreement resulting in substantial settlement award. Served as
outside counsel for attorneys involved in settlement negotiations. Experience negotiating and drafting multiple settlement agreements for large taxable estates as well as nontaxable estates.
Drafted FLPs, LLCs, CRATs, CRUTs, CLATs, CLUTs, and grantor trusts. Drafted contracts for
sale of partnership interests, annual minutes, promissory notes, security interests, and limited
partner admission documents. Researched installment sales to grantor trusts, non-prorata distributions, and Graegin Loans.
F E B . 2 0 1 7 - C U R R E N T
2 0 1 5 - 2 0 1 7
2 0 0 6 - 2 0 0 7
2 0 0 4 - 2 0 0 6
NICOLE B. ERICKSON – PAGE 2
EDUCATION
PUBLIC SPEAKING
PUBLICATIONS
COMMUNITY ACTIVITIES
PROFESSIONAL ACTIVITIES
A P R I L 2 0 1 7
NEW YORK UNIVERSITY SCHOOL OF LAW │ N E W Y O R K , N Y
LL.M. (Master of Law) in Taxation
TAX COURSES: Partnership Tax (I &II), Foreign Tax (I), Corporate Tax, Multi-state Tax (I &II),
Tax Procedure, Timing Issues and Income Tax, Property Transactions, Tax Policy
UNIVERSITY OF TEXAS SCHOOL OF LAW │ A U S T I N , T X
J.D.
TAX COURSES: Advanced Estate Planning, Federal Income Tax, Tax Research
ACTIVITIES: Mock Trial Intramural Semifinalist, American Journal of Criminal Law
UNIVERSITY OF TEXAS │ A U S T I N , T X
B.A. in Government , WITH HONORS . Minor in Spanish
UNIVERSIDAD DE ALICANTE │ A L I C A N T E , S P A I N
Study Abroad
OSB BASIC ESTATE PLANNING AND ADMINISTRATION SEMINAR
Non-Taxable Trust Administration
Presented CLE covering Oregon’s optional creditor claims process for trusts, preliminary trust matters such as obtaining EIN and 645 election, notice and trustee reporting requirements, and
practice tips for administering retirement benefits and distributing to minors.
MIDLAND COLLEGE ANNUAL ESTATE PLANNING SEMINAR
Annual Family Limited Partnership Update
Led discussion of current cases addressing retained interests and control over property contributed to family limited partnerships.
Crossing the River to Avoid Oregon Taxation of Trust Income
Oregon State Bar Estate Planning Newsletter
Survey of federal taxation of trust income and analysis of when a trust or estate is subject to Oregon income taxation.
The Rule Against Perpetuities │ H O U S T O N , T X
18 t h Annual Real Estate Drafting Course Summary of Texas Rule Against Perpetuities and current bills to repeal it.
Estate Tax Apportionment and Estate Tax Liability
BNA Tax Management Journal: Estates, Gifts, and Trusts
Overview of risk and consequences for conflicting estate tax apportionment clauses in client estate
planning documents.
Member, Oregon State Bar, Estate Planning and Administration Section
Member, Oregon State Bar, Taxation Section
Volunteer – Wills For Heroes Project by Oregon Fallen Badge Foundation
Volunteer – Art Literacy Program at Beaverton Public Schools
2 0 0 0 - 2 0 0 3
1 9 9 7 - 1 9 9 9
S U M M E R 1 9 9 8
2 0 0 3 - 2 0 0 4
N O V E M B E R 2 0 1 7
M A Y 2 0 0 5
A U G U S T 2 0 1 8
M A R C H 2 0 0 7
J U L Y 2 0 0 6
2 0 1 4 - 2 0 1 6