Sussman Shank LLP Named One Of The 2018 "100 Best Green Workplaces in Oregon"

Sussman Shank LLP is proud to announce that our firm has been named one of the 2018 "100 Best Green Workplaces in Oregon" by Oregon Business Magazine. This marks our seventh year on the list. Our employees place a high value on sustainable practices, implementing a variety of green policies at our firm which have led to our consistent ranking.  
 
The annual green survey was part of the 100 Best Companies and 100 Best Nonprofits surveys conducted last fall and spring. More than 13,500 employees took part in these two surveys.
 
Sussman Shank has a Sustainability Oversight Committee that regularly meets and drives the firm's green initiatives and efforts. "Sussman Shank works hard to practice sustainability at work, and it is always rewarding for our efforts to be recognized. Being one of the 100 Best Green Workplaces in Oregon is very important to our firm, and we are proud to be featured on the list once again," says Thomas Jerin, Chair of the firm's Sustainability Oversight Committee.
 

About Sussman Shank LLP - Founded in 1960 in Portland, Oregon, Sussman Shank is a full-service business, litigation, and commercial bankruptcy law firm with over 30 lawyers.  Our clients include public and private companies, government entities, institutions, non-profit organizations, and individuals.  In 2018, Sussman Shank was named by Oregon Business Magazine, for the 12th year, as one of the "100 Best Companies to Work for in Oregon," and for the 7th year, one of the "100 Best Green Workplaces in Oregon." 

Arnerich Massena Announces New Leadership of Wealth Management: Reegan Rae Promoted to Managing Director

PORTLAND, Ore., April 9, 2018 —Arnerich Massena Inc., an independent investment advisory firm, announced today that Reegan Rae, CPWA®,  has been promoted to managing director of Wealth Management. Ms. Rae will be responsible for the strategic development of the firm’s Wealth Management Division, providing oversight of the firm’s services to private clients. Ms. Rae is a principal of the firm and sits on the company’s Board of Directors. She will also continue to serve Arnerich Massena clients in her role as a senior investment advisor.
 
“I’m thrilled to have Reegan assume the leadership of our Wealth Management team,” said Tony Arnerich, CEO and co-CIO. “Her vision, passion, depth of knowledge, and attention to client service are invaluable in guiding our future development. She will deliver the expertise and energy to continue to grow our wealth management practice as a leading provider of investment advisory services.”
 
Reegan Rae, CPWA®, has more than 12 years of industry experience. She joined Arnerich Massena in 2012; prior to that, she served as a registered principal and member firm relationship manager for M Holding Securities and as financial advisor for AXA Advisors. Ms. Rae earned her Certified Private Wealth Advisor (CPWA) ® designation, an advanced credential for wealth advisors who work with high net worth individuals and families. She earned a B.S. from the University of Oregon. She is a current FINRA Series 65 license holder, and a former FINRA Series 7, 66, and 24 license holder. Reegan Rae was in the Portland Business Alliance’s Leadership Portland Class of 2017.
 
Reegan Rae’s promotion to managing director of Wealth Management reflects the company’s dedication to elevating its seasoned, tenured professionals to positions of leadership to ensure that the firm retain its independence, maintain the highest level of client service, and continue to provide innovative, forward-looking investment advice.


 
About Arnerich Massena: Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing private clients, endowments, foundations, charitable organizations, trusts and estates, and corporate pension and profit sharing plans. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy.  More information is available at www.arnerichmassena.com.

The Oregon Community Foundation Awards First Grants From Oracle Settlement

The Oregon Community Foundation (OCF) has announced $459,308 in grants to seven regional STEM Hubs (science, technology, engineering and math) that support the development or expansion of Career Connected Learning (CCL) focused on girls, low-income youth, youth of color and/or rural youth. The grants were made from the $10 million donation Oracle is making to OCF in 2017 and 2018 as part of its Cover Oregon settlement with the State of Oregon. In addition to expanded CCL programming, each of the seven grantees raised required matching funds from local industry, foundations or government grants.

CCL gives students the opportunity to explore different pathways, develop work-related knowledge and skills and connect their classroom learning to the world of work within the STEM and CTE (Career and Technical Education) fields.

“OCF is proud to be a steward of this investment in STEM Hubs in Oregon,” said OCF President and CEO Max Williams. “This first round of grants creates a pathway for girls, low-income youth, youth of color and rural youth to aspire to and enter CTE-STEM fields and supports OCF’s efforts to close the opportunity gap that many Oregon children face.”

Initial grants awarded include the following STEM Hubs:

Central Oregon STEM Hub, Redmond; $75,000 to align middle school electives with CTE-STEM opportunities at partner high schools while creating an authentic and relevant environment of career connected learning opportunities at the middle school level.

GO STEM Hub, La Grande; $19,950 as a planning grant to develop technology CCL opportunities for youth, educators and businesses in Eastern Oregon.

Lane STEM, Eugene; $74,443 to support Elevate Lane County which provides a continuum of CCL opportunities (mostly technology-focused) for students and teachers and will be expanding those opportunities to include the health and advanced manufacturing industry.

Mid-Valley Mid-Coast STEM/CTE Hub, Albany; $65,405 to expand the Pipeline Program, which (through collaboration with OSU and LBCC) provides a bridge from K-12 to post-secondary education and careers in CTE-STEM to rural and underserved populations in Linn and Benton counties.

Northwest STEM Partnership, Hillsboro; $74,510 to close gaps and expand CCL programming throughout Clatsop, Columbia and Tillamook counties through
activities including internship model expansion, college and career fairs, professional development, and OMIC alignment for teachers and students.

Portland Metro STEM Partnership, Portland; $75,000 to adapt the Patterns Science Sequence curriculum to embed CCL into core content classes for all sophomores, juniors and seniors.

South Metro-Salem STEM Partnership of Wilsonville; $75,000 to establish and expand the suite of CCL experiences for underserved students in Salem and outlying southern regions of the South Metro-Salem STEM Hub.

For more information about OCF’s grant programs, please visit https://www.oregoncf.org/grants

About The Oregon Community Foundation: The mission of The Oregon Community Foundation is to improve lives for all Oregonians through the power of philanthropy. OCF works with individuals, families, businesses and organizations to create charitable funds to support the community causes they care about. Through these funds OCF awarded more than $118 million in grants and scholarships in 2017. For more information about OCF, visit: www.oregoncf.org.

Sussman Shank's Privacy & Data Security Area Launches Blog

Sussman Shank LLP is proud to announce the launch of our blog Tracking Data, the firm's newest resource dedicated to discussing news, updates, and in-depth analysis of developing privacy and data security issues affecting business in the Pacific Northwest and throughout the United States.

Tracking Data will be managed by Sussman Shank's Privacy and Data Security practice area, whose members have an understanding of, and experience in, counseling clients on issues related to data breaches and laws relating to finance, telecommunications, media, and internet privacy.  Our attorneys include seasoned litigators, corporate advisors, a Certified Information Privacy Professional for the United States (CIPP/US), and a co-author of the Proskauer on Privacy treatise (published by PLI). In creating this blog, our team is motivated to assist our clients and readers in proactively identifying, evaluating, and managing risks related to privacy and information security.

"The launch of Tracking Data gives us the opportunity to provide accessible content that not only informs, but enlightens our clients and friends on the cutting-edge challenges in cybersecurity," said Kristen Hilton, CIPP/US and a member of the International Association of Privacy Professionals. "We are excited to provide counsel and a comprehensive range of commentary on an important issue that affects all businesses." 

 

About Sussman Shank LLP  Founded in 1960 in Portland, Oregon, Sussman Shank is a full-service business, litigation, and commercial bankruptcy law firm with over 30 lawyers.  Our clients include public and private companies, government entities, institutions, non-profit organizations, and individuals.  Sussman Shank has once again been named one of the 2018 "100 Best Companies to Work for in Oregon" by Oregon Business Magazine, marking our 12th year on the list. 

Arnerich Massena Publishes New White Paper: Retirement Plan Best Practices: Plan Monitoring

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in retirement plan consulting services, endowment & foundation, private wealth management, and impact investing strategies, has published its latest white paper,Retirement Plan Best Practices: Plan Monitoring. The white paper is the fourth in a five-part series outlining retirement plan best practices; the series began withplan governance,plan design, andinvestment menu construction,and will conclude by covering participant education.Plan Monitoringexamines best practices for a retirement plan sponsor in maintaining and monitoring their plan over time.

“Maintaining an employer-sponsored retirement plan is an ongoing process, requiring dedicated attention and oversight,” the paper states. “Monitoring your investment menu managers, your plan providers, and plan fees is an important part of your overall fiduciary responsibility.” The paper guides sponsors in developing monitoring processes based on best practices that will help them fulfill their fiduciary duty while best serving their plan participants.

“Fiduciary liability often comes down to process more than outcome,” notes Terri Schwartz, managing director of institutional services and business development. “Having a thoughtful process in place, then following and documenting the process is the best way plan sponsors can demonstrate prudence. We have years of experience helping retirement plan sponsors monitor their plans and fulfill their fiduciary duties; we’re pleased to share our knowledge and experience in this paper.” 

Contributors to the paper include Ryan Cunningham, CAIA; Jillian Perkins; Terri Schwartz; and Chris Van Dyke, CFA, CAIA.

A downloadable version ofRetirement Plan Best Practices: Plan Monitoringis available athttp://arnerichmassena.com/Research-Resources/.


 

About Arnerich Massena - Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing corporate pension and profit sharing plans, private clients, endowments, foundations, charitable organizations, and trusts and estates. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy.  More information is available at www.arnerichmassena.com.

Safeway Prevails at Jury Trial on Ex-Employee’s 10-Count Suit

A Portland, Oregon jury on Monday, February 12 returned a defense verdict in favor of Safeway on 10 employment claims consisting of alleged discrimination, harassment, retaliation and protected leave interference under federal and Oregon law. 

Plaintiff Tiffany Goldsby, a former Safeway employee, alleged in her lawsuit that between November 2014 and January 2015, her hours were reduced, she was denied an internal transfer to another store, and she was issued discipline for unlawful reasons. 

Goldsby also claimed that her former store director harassed her on the basis of her race, gender and sexual orientation.

Although Goldsby requested and was granted two medical leaves in 2014 and 2015, she also asserted that Safeway interfered with her leave rights and retaliated against her for exercising those rights.

But following a five-day trial in federal court, a jury unanimously found in favor of Safeway on all claims. 

“Safeway was wrongfully accused of illegal and inappropriate conduct in violation of Ms. Goldsby’s civil rights. This unanimous jury verdict vindicates Safeway and its managers, who treated Ms. Goldsby fairly in accordance with both Company policy and applicable law,” said Safeway’s lead trial counsel, David Hosenpud of Lane Powell PC.

Safeway presented evidence at trial that Goldsby’s hours were legitimately reduced during the time in question because she voluntarily limited her availability to accommodate her employment elsewhere. Safeway had no choice but to reduce her hours given her limited availability, her seniority and business needs. In fact, the evidence showed that when Goldsby opened her availability, Safeway increased her hours consistent with the hours she received before restricting her schedule.

Safeway also demonstrated at trial that the Company denied Goldsby’s request to transfer to another Safeway store because starting in November 2014, all Safeway stores in her district were placed on a temporary transfer freeze pending the imminent divestment of numerous stores in the region.

The evidence at trial also revealed that Goldsby — as well as other employees at her store — were legitimately issued discipline for violating Safeway’s attendance policy. Goldsby was issued discipline after she missed more than 36 scheduled hours in a three-week period.

Finally, Safeway established that the plaintiff was neither harassed nor raised any complaints of discrimination or harassment despite having access to Safeway’s Human Resources Department. Safeway also presented evidence from employees who were similarly situated to Goldsby, who testified that Goldsby’s store director — who was accused of harassment — treated them with dignity and respect.

Safeway was represented by David Hosenpud and Will Weiner of Lane Powell PC.

The case is Tiffany Goldsby v. Safeway, Inc.case number 3:16-cv-02056-HZ, in the U.S. District Court of Oregon.

 

Lane Powellis a Pacific Northwest law firm with a national — and international — reach. Our approximately 200 attorneys are trusted advisors, counsel and advocates for individuals, small and large businesses, including Fortune 50 companies. Since 1875, clients have relied on Lane Powell’s exceptional legal acumen and forward-thinking approach to resolve their most complex business, litigation and regulatory challenges.lanepowell.com

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