Chapter

Transition from Cooperative to Family Office: Fireside Chat with Julie Schultz, CFO of Johnstone Supply + PD Session, Presented by Woodruff Sawyer


PD Session | 1 CPE Session
Cyber Liability Insurance: What You Need to Know

Cyber security risks continue to be a major focus area for companies across all industries and the insurance market for cyber liability coverage is dynamic and can change rapidly. Join us as Woodruff Sawyer unpacks the current state of the cyber liability insurance market covering the broker, underwriter, and company perspective. In addition, learn best practices to reduce your risk, prepare for your renewal and manage a claim in case of a loss.

Presented by

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Main Meeting | 1 CPE
Fireside Chat with Julie Schultz, CFO of Johnstone Supply

The Johnstone Supply Story - One of Portland's Little Known Gems Transitions from Cooperative to Family Office

Join us for an engaging fireside chat with Julie Schultz, CFO of Johnstone Supply, moderated by Brendan McDonnell from K&L Gates. Julie will walk us through the history of this $3 billion national distributor of HVAC equipment and its recent transition from being a cooperative to being owned by a family office. Julie will share insights into navigating a complex transaction with multiple stakeholders and share a bit about life on the other side of the transition.
 




EVENT AGENDA
4:40 pm - 5:00 pm
PD Session Registration

5:00 pm - 6:00 pm
PD Session, Presented by Woodruff Sawyer 

6:00 pm - 6:45 pm
Main Meeting Registration + Networking

6:45 pm – 8:00 pm
Dinner + Opening Remarks + Fireside chat with Julie Schultz


*Individuals who register as a Qualified Prospective Member must meet FEI's Membership Qualifications.

Speakers

Stephen Quintana

Account Executive
Woodruff Sawyer

Julie Schultz

Chief Financial Officer
Johnstone Supply, LLC

Credits

1.00 CPE
Basic

Method

group-live

Field

Specialized Knowledge, Technical

Prerequisites

None
Credits

1.00 CPE
Basic

Method

group-live

Field

Information Technology, Technical

Prerequisites

None

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For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.