The Tulsa Business Leaders Conference is exclusively for business owners and leaders. This year’s Conference features nationally recognized experts sharing a vision for the future and addressing current business issues in Oklahoma.
Glen Mulready became the 13th Oklahoma insurance commissioner after receiving 62 percent of the vote. He was sworn into office on January 14, 2019. Glen is a recognized leader and champion in the insurance industry. Starting as a broker in 1984, Glen rose to serve at the executive level of the two largest health insurance companies in Oklahoma. In 2007, he joined Benefit Plan Strategies, a company helping businesses provide employee benefits and health insurance to their employees.
Glen has served as President of both the Tulsa and Oklahoma State Health Underwriters Associations and has been named State Health Underwriter of the Year. In 2010, Glen successfully ran for state representative and quickly became the point person for the House of Representatives on insurance issues and was appointed the chairman of the Insurance Committee after the 2014 elections. In this role, Glen passed legislation which resulted in more insurance companies offering service in the state, and he reformed the state employee insurance program to save Oklahoma millions of dollars a year while also saving thousands of dollars for those families. These successes led to Glen being tapped for the leadership position of Majority Floor Leader in 2017.
Glen and Sally, his wife of 31 years, are the proud parents of three teenage sons, Sam, Jake and Will. In 2008, Glen and Sally were the recipients of Leadership Tulsa’s Paragon Award for their work with Big Brothers Big Sisters. Glen is very active in the community having served on numerous boards and committees including Big Brothers Big Sisters, the Juvenile Diabetes Research Fund, March of Dimes, Shepherds Fold Ranch Christian Summer Camp, Crime Commission, and Tulsa Tough.
Matt Pinnell was elected as the 17th Lieutenant Governor of the State of Oklahoma on November 6th, 2018. Lt. Governor Pinnell serves as Secretary of Tourism and Branding on Governor Kevin Stitt’s cabinet. Pinnell also runs a small business with his wife, Lisa, an entrepreneur and inventor.
Pinnell currently serves on the Department of Commerce executive committee, leading the department’s efforts to maximize Oklahoma’s Opportunity Zones and focusing on small business growth. Pinnell served as a member of Governor Kevin Stitt’s transition team with a focus on economic development and tourism as Chairman of the economic growth committee.
Prior to his election as Lieutenant Governor, Pinnell served as Director of State Parties for the Republican National Committee from 2013 to 2017. Matt is a graduate of Oral Roberts University with a degree in Advertising and lives in Tulsa with his wife, Lisa, and their 4 children who attend Jenks Public Schools.
Scott is the chief economist and director of fixed income management with Commerce Trust Company. He joined Commerce in 1993 and has investment responsibilities for over $19 billion in fixed income assets. Scott directly manages the Commerce Short-Term Government and the flagship Commerce Bond strategies. Prior to joining Commerce Bank, Scott worked for The Cincinnati Gas and Electric Company, Fifth Third Bank and ARMCO Inc.
Scott received his bachelor of science degree in nuclear engineering from the University of Cincinnati in 1986 and received his master of business administration from Xavier University in 1988. He has been both a director and president of the Chartered Financial Analyst Society of St. Louis.
Michael L. Mathews
Michael L. Mathews (Mike) has over 24-years of experience as a senior-level IT executive bringing creative solutions that value the end-users of technology and business process management. These solutions have benefited the end-users of higher education, manufacturing, and high technology company products including Cray Research. Mike has held positions as a VP of Innovation, chief information officer, general manager of CIOs, chief strategist for innovation, business development officer, trainer, teacher, and vice president of academic services for leading corporations and higher education.
As part of ORU Mike was awarded the 2018 CIO 100 Award, 2018 Ellucian Technology Award, 2017 Campus Technology Award, the 2017 Top 30 Innovators Award, and the 2017 United States Distance Learning Association Innovation Award.
Patti Orbell has been a Property & Casualty insurance professional for over 20 years. She works diligently and passionately to get results for her clients. Specializing in Property & Casualty placement, she also has vast experience in the Workers’ Compensation, Auto, General and Product Liability claims arena. With her “outside the box” approach, she has been instrumental in working with clients to provide quick and cost-effective solutions.
In addition to serving as a Vice President for Hub Equity Risk, she has also held a number of outsourced risk manager positions for clients. In that role, she focuses on loss prevention initiatives, insurance placement, and re-tooling the client’s internal risk management processes. In 2016, Patti was named Power Broker by Risk & Insurance magazine in the Manufacturing category. In 2016, Patti was also awarded the Hub International Regional Teamwork Award for the Midwest Region.
Prior to joining Hub Equity Risk, Patti was the risk manager for an automotive supply company in Florida. Before that, she was an Assistant Vice President at Marsh. Patti earned a Risk Management and Insurance degree from the University of Wisconsin-Madison and is a die-hard Wisconsin Badger and Green Bay Packer fan.
Bruce Skaistis is a partner with Corporate Performance Group. He began his career as a consultant with Arthur Andersen & Co., focusing on IT and process improvement consulting. After five years with the company in Houston and Tulsa, he joined the Bank of Oklahoma and headed the bank’s IT and retail banking functions.
He left the bank to start a software development company, and after selling it to a Dallas-based IT company in 2011, he returned to consulting and joined Corporate Performance Group. Building on more than 40 years of entrepreneurial, coaching and M&A experience, Bruce helps business owners prepare themselves and their company for successful ownership transitions.
8:30 – 9:00 Coffee and Registration
9:00 – 9:10 Introductions
Dave Cleveland, Managing Partner, Corporate Performance Group
9:10 – 10:00 Navigating the Coming Changes in Oklahoma Insurance
Glen Mulready, Insurance Commissioner State of Oklahoma
10:00 – 10:50 Legislative Update and His Role as Secretary Tourism/Branding
Matt Pinnell, Lieutenant Governor State of Oklahoma
10:50 – 11:00 Break
11:00 – 11:50 Economic and Financial Market Outlook In Uncertain Times
Scott Colbert, Executive Vice President, Chief Economist and Director of Fixed Income at The Commerce Trust Company
11:50 – 12:30 Buffet Lunch
12:30 – 1:15 Surviving in a Tech Crazed World: 5 Factors Small Businesses Should Consider Before Investing in Technology
Mike Mathews, Vice President of Technology and Innovation, Oral Roberts University
1:15 – 1:30 Break
1:30 – 2:20 Risk Considerations When You Buy or Sell a Business
Patti Orbell, Vice President, HUB International
2:20 – 3:15 Retirement is Not Easy When You Own the Company
Bruce Skaistis, Partner, Corporate Performance Group
3:15 – 3:30 Conclusion & Door Prizes
Dave Cleveland, Managing Partner, Corporate Performance Group
3:30 – 4:30 Networking Reception