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Oregon 529 Savings Board

Oregon 529 Savings Board

The Oregon College Savings Plan, the MFS 529 Savings Plan and the Oregon ABLE Savings Plan are administered by the Oregon Treasury Savings Network which is a division of the Oregon State Treasury. As required by the Enabling Legislation, the Oregon 529 Savings Board provides oversight for each Plan and is chaired by the Oregon State Treasurer with four appointed members of the public.

The Board has general and fiduciary responsibility for the Program. The Board meets at least quarterly to discuss legislative activities, review program policies and investments, and make program decisions. All of the meetings are open to the public. A majority of the members of the board constitutes a quorum for the transaction of business.

Oregon 529 Savings Board Statute

Oregon 529 Savings Board Meetings


Board Members

Tobias Read, Chair

Oregon State Treasurer, Serves by position

Tobias Read took office on Jan. 2, 2017 as Oregon's 29th State Treasurer. He previously worked in the U.S. Treasury and as a liaison between designers, engineers and manufacturing units for Nike Inc. Prior to being elected Treasurer, he served a decade in the Oregon House of Representatives and championed legislation to invest in public education, improve state financial management, finance critical infrastructure improvements, and to help Oregonians save for more secure futures. As Treasurer, he oversees Oregon's financial services agency.

The State Treasurer is a voting member of the Oregon 529 Savings Board per 2017 ORS 178.310.

 

Jennifer Geller

University of Oregon School of Law, Public Member, Appointed February 5, 2018

Jennifer Geller is the public law and policy program managing director at the University of Oregon School of Law. She also recently completed 8 years of service on the Eugene School Board. 

After law school, Jennifer served as an assistant attorney general representing Washington State University. Previously, she worked as a faculty member in the University of Oregon’s Teaching and Learning Center, which houses student academic support programs, including those for first-generation college students. 

Jennifer has made a long-term commitment to ensure that education is accessible for all Oregonians. She is also the parent of two college-age adults and understands the challenges of paying for college.

 

Sydney Shook

North Star Pathways, Public Member, Appointed October 11, 2017

Sydney Shook was born and raised in Portland, Oregon. The lure of warm weather and palm trees presented an opportunity to study and graduate from the University of Arizona (Go Cats!). 

Sydney is mom to Lauren and Aidan. After her son Aidan was born, Sydney started her path to community involvement and advocacy for disability services. After moving to Eugene she helped to start the Emerald Family Down Syndrome Network. 

Wanting to do more for families who experienced more complex support issues, Sydney became involved with The Arc as a volunteer and in 2011 was hired by The Arc Lane County as a program development specialist and the family network coordinator. In 2014, she co-founded North Star Pathways, a new provider agency geared toward community employment outcomes for middle and high school youth.

 

Dr. Robin Holmes-Sullivan

President - Lewis & Clark College

Dr. Robin Holmes-Sullivan is Lewis & Clark’s 26th president, and the first female and person of color to serve in this role in the institution’s 155-year history. She will take the helm in June 2022, after three years serving as L&C’s vice president for student life and dean of students. Holmes-Sullivan has been credited for her pivotal role during the COVID-19 pandemic of devising creative approaches that helped keep students safe and progressing toward their degrees. Her leadership in campus engagement efforts to enhance the student experience at L&C has resulted in a $17 million capital project commitment to renovate and expand Templeton Campus Center, and secured funding to support the First-Year Experience effort to strengthen and enhance that critical entry into college. Holmes-Sullivan also played a key role in the development of the new Center for Social Change and Community Involvement, and completed a student life division-wide five-year strategic plan, among many other accomplishments.

Holmes-Sullivan came to Lewis & Clark in 2019 from the University of California, where she served as vice president for student affairs overseeing the undergraduate admissions process and other student-related issues for the 10-campus, 200,000-student system. While at the University of California, Holmes-Sullivan co-led an effort to improve student affordability, helped develop a coherent sexual assualt policy for all UC campuses, assisted in crafting a new policy to streamline transfers to the university from the state’s community colleges, and played a lead role in crafting new policy around free speech and demonstrations.

Prior to her time at the University of California, Holmes-Sullivan spent 27 years at the University of Oregon, working her way up from a position as a clinical coordinator in the counseling center to vice president of student life. Holmes-Sullivan served nine years in the latter role, leading a division that addressed student needs and concerns from pre-enrollment through graduation. Some of Holmes-Sullivan’s accomplishments in the VPSL role at the UO include raising money to renovate and construct the new ERB Memorial Union and the new Recreation Center, playing a key role in raising philanthropic dollars for various health and wellness initiatives, and developing a strategic plan to renovate and improve campus housing and residence life.

For more than 20 years, Holmes-Sullivan has maintained a clinical psychology practice, and consults on issues of diversity and multicultural organizational development for higher education institutions and private corporations. She has taught classes and workshops on multiculturalism and cross-cultural dynamics in conflict mediation as well as identity formation and development.

Holmes-Sullivan earned her bachelor’s degree in psychology from California State University at Fullerton in 1986. She received a master’s degree in experimental psychology from California State University at Fullerton in 1990, and a second master’s in clinical psychology from the California School of Professional Psychology that same year. She earned her PhD in clinical psychology from the California School of Professional Psychology two years later in 1992.

Holmes-Sullivan and her wife, Kathy, have two grown sons, a daughter-in-law, and a grandson.

Melissa (Missy) Olson

Umpqua Community College, Public Member, Appointed November 18, 2020

Missy Olson is the Assistant Vice President of Enrollment and Student Services at Umpqua Community College (UCC). She has spent over 20 years in higher education working to promote equal access. Missy started her career at UCC as the Adult Basic Skills Coordinator, helping students throughout Douglas County earn their GED and transition to employment or postsecondary education. After eight years, she transitioned into the role of Director of Upward Bound and Educational Talent Search. These federal TRIO programs help low income, first generation middle and high school students learn about college, access the college of their choice, explore careers, access financial resources, and prepare to meet the academic rigor needed to succeed. In 2016, she moved into the role of UCC’s Director of Educational Partnerships and eLearning before taking on a new division of Enrollment Management in 2017. Her work in these areas covered all aspects of student onboarding, including recruitment, admissions, financial aid, and testing, as well as accelerated learning options for high school students. In 2020, Missy became the Assistant Vice President of Enrollment and Student Services for UCC. Missy believes in improving processes to make college access easier for all students, as well as providing quality student supports for students on their academic path. She has worked with students and parents on college affordability and knows the issues students face in meeting the financial obligations of college. Missy has a Bachelor’s degree in Journalism/Public Relations from the University of Oregon and a Masters in Adult Education from Oregon State University.

Upcoming Meetings, Agendas and Details

 Content Editor

For prior meeting dates and agendas, please see the Treasury Calendar.

The meeting location is accessible to persons with disabilities. A request for an interpreter for the hearing impaired or for other accommodations should be made at least 48 hours before the meeting to: Missy Simpson at college.savings@ost.state.or.us or 503.373.1903.

Meeting Minutes

2022

Meeting Dates
Minutes
May 19, 2022
Minutes
April 28, 2022
Minutes
February 17, 2022
Minutes

2021

Meeting Dates
Minutes
November 18, 2021
Minutes
August 12, 2021
Minutes
May 27, 2021
Minutes
February 18, 2021
Minutes

2020

Meeting Dates
Minutes
November 19, 2020 Minutes
August 20, 2020 Minutes
May 21, 2020 Minutes
March 16, 2020 Minutes
February 20, 2020 Minutes

2019

Meeting Dates Minutes
November 14, 2019 Minutes
August 22, 2019 Minutes
May 16, 2019 Minutes
February 21, 2019 Minutes

2018

Meeting DatesMinutes
November 13, 2018 Minutes
September 20, 2018 Minutes
August 20, 2018 Minutes
July 16, 2018 Minutes
April 26, 2018 Minutes
February 15, 2018 Minutes
January 24, 2018 Minutes


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MFS 529 Savings Plan

Do you invest through a broker? Then you may want to consider an MFS account.