PAN Launch Event

This is the first gathering of the Portland Advisors Network, a focused networking group for attorneys, commercial bankers, and CPAs who serve business owners and high‑net‑worth individuals.

Our purpose is to help you get to know each other well enough to confidently refer business. We’ll dig into each person’s specialty, ideal clients, and how you fit into the broader advisory picture.

What to expect

1. Welcome & introductions … overview of the Portland Advisors Network and goals for the group.
2. Guided round‑robin networking … each participant shares who you serve, your specialties, your ideal client, and how others can spot good referrals for you.
3. Small‑group conversations … smaller breakouts to explore collaboration opportunities.
4. Next steps … how we’ll stay in touch, future meetings, and how to add other qualified professionals.

Who this is for

• Attorneys
• Commercial bankers
• CPAs / accounting professionals

...serving business owners or affluent individuals who value long‑term, reciprocal referral relationships.

Location & host
This event is hosted at PeopleSpace, whose generous co‑sponsorship (together with WaFd) provides our venue for this first gathering.