Roger Busse

• 

      

 

Executive Leadership – 46 years of executive and managerial finance leadership: Board of Directors, Citizens Bancorp; Director, CEO, President, COO, CCO, and public company: President and CEO of Pacific Continental Corporation (PCBK: NASDQ, $3 Billion), ranked Most Admired Financial Institution (2015, 2016, 2017), Top 50 Best Community Bank in the United States (2015, 2016), with multiple community service awards, including ABA National “Community Bank Commitment” award, “Most Ethical Company” award, and the 100 Best Places to Work, 17 consecutive years (2000-2017, a “Hall of Fame” company). Led four successful acquisitions totaling over $1.5 Billion.

Educator in finance, credit, ethics and leadership: Rippey Professor of Practice, University of Oregon, Lundquist College of Business, Commercial Banking; MBA and Graduate/Undergraduate instructor in multiple business and technical fields, from cash flow and banking to ethics and negotiation: Adjunct faculty member/Contributing Assistant Professor (Adjunct Professor of the Year, Concordia University), MBA instructor in Finance and Business; Lead Instructor, Unv. of NV, Western Banking School, School of Commercial Lending (12 years); Invited lecturer, Harvard University (Managing Crisis for Non-Profits, J-Term); Contributing Assistant Professor, Willamette University; Adjunct Professor, New Hope Christian College; Business Seminar leader in over 90 sessions to over 4000 businesses.

 

 National Appointments: Committee Member of the FDIC Community Bank Advisory Council, Washington D.C. (term extended by FDIC Chairman Gruenberg to 2019); RMA National Research Chairman, “Winning the Credit Game” for national banks; IMC, National Institute of Management Consultants (Certified Management Consultant for 13 years).

 

 Industry Recognition: Inducted into the Oregon Bankers Association, Hall of Fame, as its 58th member since 1960. Director, Synergy by Association, OBA, for seven years; multiple speaking engagements and leadership participation in RMA and OBA.

 

Certified Consultant: Certified Management Consultant (2006-Present), advising regional and national companies on education, development, acquisition and mergers, and special projects. 

 

Public Speaker and Lecturer on Business Practices, Enterprise Risk, Ethics, Credit, Strategic Planning and Execution, Cash Flow, and other subjects.

 

Copyrighted Author: Essentials of Commercial Lending, (primary lending text of US Bank and others, 1999-2007, 2020), and Business Profiles: How Banks Analyze Your Business. Risk Analysis of ancient texts: To be Near the Fire (2017), Jesus Resurrected, (2018), The Enemies of Paul, (2019), and Jesus in Galilee (2021), all published by Wipf and Stock.

 

Extensive Investor relations experience: NY, Chicago, Boston, Los Angeles and others; known to the market; Sandler, DA Davidson, FIG, Piper, etc.; excellent regulatory relations.

 

Community Service Leader: Former Chairman of a Non-Profit, NE Workforce Center, for seven years, serving on the board of directors of several others; founder of South Umpqua Women’s Health Care Clinic, and multiple associations, including United Way of Lane County.

 

 

Education

 - Harvard University, Masters, (Honors Grades, Scholarship; interest in Ethics).

- Reed College, Bachelors, BA, (President’s Award, Excellence In Scholarship)

- Pacific Coast Banking School, University of Washington, Graduate School in Banking and Finance, (Thesis “Excellent”).

- Harvard/MIT, “Executive Negotiation”

- CMC, Certified Management Consultant (IMC, ’99 - Present).

- M. A. (honoris causa), and Ph.D. (honoris causa), Enterprise Risk Management and Risk Administration, by board of directors Pacific Continental Corporation and NWCU.

 

Authored Publications and Other Articles

- Essentials of Commercial Lending: Risk Analysis and Underwriting for         Beginning, Intermediate and Advanced Commercial Lenders. Portland, OR: WKB   Enterprises, 1997, 2006, 2020) – Primary Lending Text used by US Bank (2000 -   2006), Pacific Continental Bank, American Pacific, and GMAC (Commercial   Lending Program start-up); (Currently used in part by University of Oregon,   Banking and Finance).

- Business Profiles: How Banks Analyze Your Business. Portland, OR: WKB Enterprises, 1997, 2003, 2015. 90 Seminars, 9 states, over 4000 businesses. 

- National Article, “Executive and CEO Actions to Assist in Economic Recovery,” NBPC, Fall 2003.

- National Article, “How to Survive the Economic Recession: Best Practices,” NBPC, spring 2002.

- Journal of Risk Management, “Performance Management: What We Have, What We Want, What We Need.” Risk Management Association, June 1997.

- RMA Commercial Lending Newsletter, “Training Issues: Improving the Return on Investment in Credit Education,” Vol. 27, Number 11, November 1995.

- Winning the Credit Cycle Game: A Road Map for Adding Shareholder Value Through Credit Portfolio Management, National Research Chairman, RMA.

- Northwest Weekly, “Strong Economic Indicators,” January 26, 2016

- Oregon Business Magazine, “Money Talks,” February 27, 2015

- Oregon Business Magazine, “Acquisitions in Oregon,” April 30, 2015

 

Sample of Professional Instruction

James L. and Shirley Rippey Professor, University of Oregon, Lundquist College of Business; Lead Faculty Member, American Bankers Association, Western Banking School of Commercial Lending, University of Nevada/Reno, (1995 to 2008, 13 years) - Historical Financial Analysis, Cash Flow, Projecting Future Performance and Sensitivity/Risk Analysis; (Highest Rating - best instructor for 10 years).

 

Seminar Author and Instructor, “Business Profiles: How Banks Analyze Your Business,” Business Owners and CEO’s, Two Day Seminar on Managerial Finance Strategies, Cash Flow and Management, and Business Planning; 90 sessions in eight states with over 4000 participants; Consistent “Excellent” ratings in all categories, 2001-2017.

 

Former Adjunct Professor, Concordia University, School of Management, (2000 to 2012: in “2007 Adjunct Professor of the Year,”); MBA Finance 508, Managerial Finance (4 Cohorts); MBA 551/451 Courses in Finance, Bank Products, Business Plans, Cash; Flow Risk Analysis, What CEO’s Must Know, and others.

 

Invited Lecturer, Harvard University (HDS) J-Term graduate course, “Economic Crisis and the Non-Profit and Faith Based Leader – Survival Methods and Tools,” January 2011, Cambridge, MA

 

Instructor, “How to Survive the Economic Recession: Best Practices and Tools,” Part I and Part 2, Veterinary Society Educational Winterfest, February 2009.

 

Instructor, “Enterprise risk Management: Tools and Methods,” Financial Officers and Internal Controls, Oregon Bankers Association, Salem, June 2017, and June 2013.

 

Instructor, Speaker, Lecturer in over one hundred engagements. 

 

 Work History

 

President and CEO, Board of Directors (2014-2018), Pacific Continental Bank and Pacific Continental Corporation (NASDQ, PCBK; $2.8 Billion) President and CEO, Director of one of the top rated community banks in the nation. Multiple accolades, including Most Admired Financial Institution (5 years), Ethics Institutional Award, Raymond James Banker’s Cup (2 years, top 10% of banks in the nation), 100 Best Places to Work Hall of Fame Company (17 years). Increased stock value 27% (2015-2016), and increased quality loans and deposits over $1Billion over two years. Rated BUY or Outperform by Sandler O’Neill, DA Davidson, Raymond James, FIG, and KBW in 2016-17. Completed two acquisitions while reaching record organic loan and deposit growth. Named as one of 15 FDIC Community Bank Advisory Council Members in Washington, DC by FDIC Chairman Martin Gruenberg, extending tenure an additional year. Acquired and successfully integrated two banks adding over $1billion in assets.

 

President and Chief Operating Officer (2007 -2014), Pacific Continental Corporation (PCBK) and Pacific Continental Bank ($1.5 Billion) President and Chief Operating Officer of a $1.5 billion Community Business Bank operating in multiple markets. Responsible for all Administration: Credit, IT, HR, General Counsel, Operations, Finance and Treasury, ERM, as well as the quality and growth, cultural integrity of the company; ethics, market presence, credit quality and portfolio management, integrity of the IT infrastructure, and the execution of the strategic plan presented to and approved by the Board of Directors annually. Successfully led two acquisitions in Washington and Oregon. Chair of the Enterprise Risk Management activities of the bank; Added wealth management, headed merger and acquisition management. Bank awarded ethics, leadership and community accolades.

 

EVP, Chief Credit Officer, (2003-2007). Pacific Continental Bank ($385 million to $1.1 Billion) Management responsibility for executing the high quality growth of the Credit Portfolio (doubled in size); Credit Underwriting and Culture, Early Warning Systems and Forward Looking Discipline; Credit Policy and Management, Risk Assessment, Credit Approval, Lending Authorities, Problem and Special Credits, Training, Compliance; CRE, Residential, A&D and Special Portfolio Stress Testing, SOX and Enterprise level stress testing; Oversaw Loan Processing, Note Departments, Special Credits. Responsible for Early Warning and Risk Grade

 

SVP and Manager, Portfolio Risk Administration, US Bancorp, (2000 to 2003) Responsible for the early warning identification process and assessment of emerging risks in the entire US Bank commercial, CRE, corporation, syndicated and HLT portfolios (as well as certain special portfolios); oversaw all risk credit systems (MFA, Moody’s, KMV, RAS, etc.); Risk Analysis and Analytical Methodology (wrote the business banking commercial lending text for US Bank Business Banking, The Essentials of Commercial Lending); Training and Development, Front Line Early Warning processes, Direct Liaison with Executives and Key lenders in twenty six states; manage multistate staff of about 50 FTE, with responsibility for a multi-billion portfolios (as noted commercial, corporate, real estate, HLT, merchant and many others). Special Projects, including Merger and Acquisition assessment and credit due diligence leadership, (staff of 120 in four states).

 

SVP, Credit Risk Assessment and Administration, US Bank (1997-2000) Head of Credit Examination and Risk Assessment for US Bank, Western USA. Consultative analysis of risk and best practices to improve performance and early warning mentality. Reports forwarded to Board. Staff of 30+.

 

SVP, Head of Credit Administration, US Bank (1994-1997) Responsible for all credit systems, policy, credit committee actions, and training. Member of Senior Loan Committee, presentations to executive management and board of directors; credit merger leader with West One Bank.

 

Other Banking History: SVP and Corporate Credit Approval Manager, Corporate Banking, US Bank VP and Regional Loan Center Manager, US Bank VP and Team Leader, Commercial and Consumer Center Manager VP and Credit Approval Officer, US Bank, Head Office District Commercial Lender, US Bank One of youngest officers in US Bank history); Branch Management, Consumer and Commercial Lender of a Class IV Branch Accelerated Management Training Program, US Bank Various Branch, Foreign Exchange, Wire, Vault and Note Teller positions. Teller, Teller Trainer, General Ledger, Note Teller and Proof

 

 

Current and Past Industry and Community Leadership Positions

 

Director, Synergy by Association

Member, Harvard Leadership Council (HDS), 2010, 2011-15

Albertina Kerr, (New) Foundation Trustee Selected Judge,

Oregon Independent College Foundation (OCIF),

Ethics Bowl Board Chairman,

NE Workforce Center (7 years),

Portland, OR Business Mentor,

Minority Business Enterprise (MBE),

Mentor Protégé,

Port of Portland Former Advisory Board,

Port of Portland United Way: Leadership Giving Level (2003-Present) Food for Lane County,

Volunteer Habitat for Humanity,

Volunteer: Food for Lane County

Baseball Coach: Little League and Junior Baseball and All Star Teams

Volunteer Firefighter, Myrtle Creek Fire District