Registered Investment Advisor (RIA), Registered with SEC:

• Manage investment portfolios for individuals, pensions and trusts and provide key planning advice.
• Publish financial, economic and corporate governance related research.
• Internationally recognized as a leader in evaluating interest rate trends, mergers, technology developments, stock options and other compensation programs, accounting and regulatory rules and corporate governance matters.
• Widely quoted in the NY Times, Bloomberg, Barrons, USA Today. Oregonian and other leading publications.
• Internationally recognized as a leader in analyzing and understanding complex business situations.
• Advance important corporate governance issues to increase market transparency.
• My overall goal is to earn clients trust and be recognized for high quality work.

• Chief Financial Officer - MaPS Credit Union
• Senior Analyst and Portfolio Manager - US Bancorp
• Financial Analyst and Business Planner - Sharp Microeletronics
• Auditor and Systems Consultant - Arthur Andersen  (1985-87, the best CPA firm at the time)
• Rural Bank Consultant - Peace Corp Volunteer in Paraguay, South America

• Masters of Business Administration (Finance) - Portland State University
• Bachelor of Arts in Business (Finance/Accounting), minor Journalism - University of Oregon
• Primary Education (Bvrtn, Oregon): Mrs. Chlosey's Kindergarten, Holy Trinity, Cedar Park, Sunset High
• Fluent in Spanish, French, Italian and Russian.  Basic conversation in Mandarin.
  

• Oregonian Mar 2010 - Oregon to Invest Pension Money in Troubled Bank Rescues
• Oregon Public Broadcasting Sept 2009 - Nike Earnings Analysis
• Oregonian Sep 2009 - Oregon PERS invests in Grayken Distressed Debt Fund
• Oregon Public Broadcasting June 2009 - Unemployment Investment Fund Looks Solid
  
• Naional Public Radio (Tess Vigeland Interview) Mar 2009 - 529 College Plans
• USA Today Mar 2008 - Private Equity Firms Showing Signs of Strain
• Dow Jones UK Nov 2007: Corporate Governance, who is guarding the guardians?
• Willamette Week Nov 2007: Gambling with Kids Futures
• PR Newswire July 2007 - Dow Jones Sale Opposed
• Longview Daily News February 2007 - Longview Fibre Agrees to Sell
• Steel Week Jan 2007 - Evraz Bid for Oregon Steel Clears US Review
• Oregonian Jan 2007 -  Oregon Steel Execs Make Big Buyout Gain
• USA Today September 2006 - Private Equity Firm Buys GE Unit
• Brainstorm NW May 2006 - The Amazing Carry and PERS Tax Loophole
• Longview Daily News April 7, 2006 - Buyout of Longview Fibre Opposed
• USA Today May 16,2006 - Private Equity Firms and Their Growing Influence
• Oregon Business Magazine July 2005 - Power Play, Warren Buffett and Pacificorp
• Portland Tribune February 2005 - No One Likes a Hollywood Ending
• Oregonian February 2005 - Regulators examine tax effect on utility rates
• Oregonian January 2005 - Federal energy policy changes
• Willamette Week January 2005 - The PGE Papers
• Portland Tribune December 2004 - PGE Might Go Public Down the Road
• Brainstorm NW October 2004 - TPG Board Suffers the Lingering Frangrance of Goldschmidt
• Oregonian June 2004 - Digging Deeper into the Texas Pacific Deal
• Portland Tribune July 2004 - Weyerhaeuser Pulls Plug on Box Plant
• USA Today February 2004 - How to Read a Financial Statement
• Oregon Business  November 2003 - Doing the numbers
• Portland Tribune November 2003 Op/Ed - PGE Solution Here all Along
• Barron's April 2003 - Taking a Closer Look at Microsoft
• Detroit Free Press April 2003 - Pensions Put Faith in Auto Parts Supplier
• Smart Money October 2002 -  Mergers and the Impact of Institutional Shareholder Services (ISS)
• Portland Tribune Op-Ed September 2002 - New Rules May Help Stock Market
• Oregonian May 2002 - Silence is No Option
• Computerworld and Barrons April 2002 - Inside the Proposed Hewlett Packard Compaq Merger
• Les Echos in France February 2002 - Controversy surrounding Microsoft
• USA Today  October 2001 - Stock drop hits tech rich states
• New York Times August 2001 -  Regulators Check New Economy Books
• Bloomberg  Markets March  2001 - "Tale of Two Cities" Cover story on Citigroup
• Electronic Business News March 2001 - "A Piece of The Action."
• Philadelphia Citypaper December 2000 - Watered Stock Woes at Citigroup
• Christian Science Monitor October 2000 - Corporate Taxation Trends
• Das Bild in Germany March 2000 - Little Bill Takes on Big Bill
• The Independent in UK October 1998 - Microsoft Financial Practices
• Oregonian July 1998 - Fundamentals of Good Pension Plans
• Frequent Local Television and Radio Guest

Note:  Oregon Administrative Rules prohibit Registered Investment Advisors from using "Testimonials for Advertising Purposes."  The objective of the following comments are to provide feedback with respect to Bill Parish's public comments regarding key accounting and regulatory policies, not investment management performance.

• "I want to thank you for your wonderfully informative talk.... full of humor and common sense with insight and honesty. We loved your comments and fresh approach... many thanks from all of us,"  Investment Group President.
• "For someone who appreciates first rate academic research like myself, your work was simply sensational." Bob Packwood, former Chair of the US Senate Finance Committee
• "Participants treated you like a rock star and were thrilled to hear you speak about these accounting issues. Thank you for adding so much to our conference. Organizer for conference of 400 leading money managers.
• "Amazing presentation Bill, I understand now and agree that engineering should stay out of the accounting area."  Former President of the American Institute of Certified Public Accountants, AICPA, Bill Ezell.
• "I was absolutely astounded to read your analysis of Microsoft," Director of large high profile international law center based in UK.
• "I respect your analysis of Microsoft's financials..." Former CEO and founder of the Vanguard family of mutual funds, John Bogle.
• I just wanted to let you know that you've been providing an excellent public service through your opposition to TPG in its effort to purchase Portland General Electric. The information you provided is superb and your Public Utility Commission testimony enlightening," Leading public power advocate, former President of Lasco shipping and Port of Portland Director, Ken Lewis.
• "In late 1998 Bill Parish work on corporate earnings distortions went largely unrecognized by the mainstream media and finally in 2002 the Wall Street Journal reinvented Mr. Parish wheel. It's bad enough it took the journal so long, but what's worse, a reference to Mr. Parish work was no where to be found in the front page article."  Director of Research at Northern Trust Bank, Paul Kasriel.
• "Astonishing."  Response by Glenn Simpson, top reporter at Wall Street Journal, regarding report on Cisco Systems.
• "That can't be, that must be changed" upon hearing the tax ramifications of sock option accounting and the fact that NQ options are not a preference item for AMT purposes but rather W-2 Income.  Chief Operating Officer at Securities and Exchange Commission, Bob Herdman
• "With much admiration and respect, keep up the good work." Nation's leading hedge fund analyst, Albert Meyer.

• Western Pension and Benefits Conference - April 2007
• Midwest Utility Executives April 2005 - Keynote speech titled "Preparing for a post PUHCA World."
• Various Private Investment Groups in 2003 and 2004
• Massachusetts Institute of Technology (MIT) Alumni Apr 2003 - Connecting the Economic Dots
• American Assoc. of Individual Investors (AAII) 2002 - Evaluating Mutual Funds
• Kent State University  Keynote 2002 - The Inside Story on Microsoft and Quality of Earnings.
• Ivy League & MIT/Stanford Consortium 2002 - New Investment Market Dynamics
• Financial Planning Association of OR & WA 2002 - New tools for investment portfolio managers.
• National Assoc. Fee Based Advisors 2002 - How accounting issues impact client portfolios.
• Rotary, Lions, Chamber of Commerce 2002 - Economic and Investment Market Updates
• Leading Latin American Universities in Chile, Peru, Columbia, Hondurus and Mexico 1996-1999:  Specialized one-week seminars on International Finance as visiting adjunct faculty from Portland State University.

• Registered Investment Advisor  - Series 7, 63 and 65 Exams
• American Institute of Certified Public Accountants (AICPA) - 1987
• Oregon Society of Certified Public Accountants - 1987
• Multnomah Athletic Club, Portland City Club, Beaverton Rotary
• Oregon Public Broadcasting, Portland Opera Guild, Japanese Garden Society, Oregon Historical Society, Portland Art Museum

• John Bogle - Founder of the Vanguard Group and a strong investor advocate for decades.
• Warren Buffet (The Good Half) - A successful investor willing to speak out on important issues of credibility and integrity in the financial world, even though he is immersed in some of these very same issues, in particular key accounting issues.  Buffett's dark side is that he is the king of exploiting corporate welfare programs, in particular medical malpractice and other insurance based schemes.  
• Martha Stewart - Stewart created a blockbuster company from scratch yet was sadly, although she was wrong in her actions, was made a scapegoat for gross abuses on the part of numerous corporate executives.
• Robert Parker Junior -  Parker publishes the "Wine Advocate" and is known for the uncompromised integrity and quality of his reviews. The French love him and hate him. He has been profiled on the cover of the Atlantic Monthly.
• Eliot Spitzer - Spitzer has no fear and has done more to clean up the investment industry that the Securities and Exchange Commission itself.
• Mother Teresa - Teresa was a great capitalist at heart through her capacity to lift people out of poverty and create new economic opportunities.  The current global economic slowdown is indeed rooted in job losses and it is unfortunate that many leaders, especially those in technology, are immersed in self-destructive narcissism and fail to understand this.
• Yo Yo Ma - A great musician constantly expanding his range of music.  Ma's vintage Argentine tango recordings are spectacular as are his 6 unaccompanied cello suites by Bach.

• Play the classical guitar, especially slow beautiful Spanish themes such as "Romance de los Pinos" (Romance of the Pines) and musicals on the piano ranging from "Paint Your Wagon" to "Phantom of the Opera."  Since 2006 I've also enjoyed playing the piano in Trios, such as JC Bach, and exploring classical music, including Grieg and Tchaikovsky.
• Listen to the Opera in French, Italian and Russian. A few favorite Operas are The Pearl Fishers by Bizet and Eugene Onegin by Tchaikovsky. Favorite composers include Verdi, Puccini, Bizet, Donzenetti and Mozart.
• Speak Spanish, French, Italian and Russian with friends along with reading and watching movies in each language.  For me speaking other languages is like opening a Treasure box.  It is interesting and it also helps me in my work by helping adopt a more global perspective.
• Sports, especially team sports, including soccer, softball, basketball, skiing, biking and tennis.
• Start the day with a good breakfast and coffee, 15 minutes at the piano and learning something new and helpful every day.
• Cook dinner for friends and family and listen to good "honest" story tellers.