CALED 2018 Conference Agenda

CALED’s 38th Annual Conference Agenda (Sessions are subject to change)

Conference Breakout Session Tracks:

T&T: Tried and True-Economic Development Methods & Best Practices
L&S: Lead and Succeed-Professional Development to Take you to the Next Level
NG: Next Generation-Innovative economic development activities for the Next Generation in Economic Development
T: Tech-Learn how to use the Technical Tools for Site Development in California

Pre-Conference Meetings and Welcome Reception – Wednesday, March 14, 2018

12:00pm-6:00pm Conference Registration Open
2:00pm-3:00pm Brownfield & Land Revitalization Committee Meeting
3:00pm-3:30pm California Enterprise Development Authority Board Meeting
3:30pm-4:00pm California Academy for Economic Development Board Meeting
4:00pm-5:00pm California Association for Local Economic Development Board Meeting
5:00pm-7:00pm Welcome Reception – Sponsored by the Central Coast Marketing Team and Monterey County
Soak up the ocean views as we officially start the 38th Annual CALED Conference. Engage is all about connecting with economic developers throughout the state and this is just the beginning of two and half days of engagement.

Conference Day 1 – Thursday March 15, 2018

7:30am-6:00pm Conference Registration Open
8:00am-9:30am General Session: California Manufacturing Matters
Grab your breakfast and join us for a one-on-one conversation with the C-level, decision makers at some California Manufacturing businesses. Gene Russell of Manex will moderate the conversation and receive frank answers on how they have worked with economic development in the past, and more tellingly, how they would like to work with them moving forward.
9:45am-10:45am Breakout Session Tracks – see session descriptions below
11:00am-12:00pm Breakout Session Tracks – see session descriptions below
12:15pm-2:00pm General Session: California’s Cannabis Revolution Luncheon
(Doors Open and Food Service begins at 12:15pm; Program begins at 12:30pm; lunch included with registration)
The Luncheon will begin with CALED President & CEO, Gurbax Sahota’s report to the membership on the activities and successes CALED has accomplished in the last year. Then leaders on how to maneuver in and around the “green economy” will take the stage and discuss strategies for how to work with California’s cannabis revolution in a way that preserves your values and capitalizes on potential revenue. Hear from our expert panel on what’s the real market demand, how can the State assist you, as well as the local and industry perspective.
2:15pm-3:45pm Breakout Session Tracks – see session descriptions below
4:00pm-5:30pm Reception w/Sponsors
5:30pm CALED Culinary Crawl (Leave from Reception) SOLD OUT! – Sponsored by Conway, Inc.

Conference Day 2 – Friday March 16, 2018

6:30am CALED’s Engage Fun Run – Sponsored by Kronick Moskovitz Tiedemann & Girard
Meet and leave from the lobby of the Monterey Marriott hotel. Join us as we walk/jog/run 2-2.5 miles alongside the Pacific Ocean. (Separate Registration Required)
7:30am-3:30pm Conference Registration Open
8:30am-9:00am General Session: Legislative Brunch
Join Legislative Co-Chairs Bob Burris and Aaron Laurel as they give a Legislative Update on CALED’s Advocacy Efforts and how they impact your economic development work.
9:15am-10:15am Breakout Session Tracks – see session descriptions below
10:30am-12:00pm Breakout Session Tracks – see session descriptions below
12:15pm-2:00pm General Session: Celebrating Success Luncheon
(Doors Open and Food Service begins at 12:15pm; Program begins at 12:30pm; lunch included with registration)
Celebrate with award winners and learn about the best of the best in California Economic Development. This session will also include updates from Maricela Gomez, in the Governor’s Office of Business & Economic Development and Seth Isenberg with SelectUSA, and the presentation of the prestigious Golden Bear Lifetime Achievement award. Lunch is included with full-conference registration.
2:15pm-3:15 Breakout Session Tracks – see session descriptions below
3:30pm-5:15pm Tour of Fort Ord – Optional (Please see below for details)

Thursday March 15, 2018 Breakout Session Tracks

Click on each title below for the full session description.

T&T 9:45am-10:45am Finding Venture Capital Success

Venture Capital can seem like an elusive goal; shrouded in knowing the right people at the right time. This session will help attendees understand the mechanisms and stages of venture capital, so they can position their city and companies to attract venture capital investment opportunities, and entrepreneurs who are ready to start-up or move their business to the next level. Attendees will also learn how to assist companies to develop ideas and access markets/customers while building a strong entrepreneurial culture and well-established networks. This will include financing, culture, infrastructure, and environments for venture capital growth and the pros and cons of venture capital. Also, understand when VC is appropriate and, when it is unavailable, what strategies and tactics can be employed to begin building a fledgling entrepreneurial ecosystem.

L&S 9:45am-10:45am Multigenerational Management - The Ins And Outs of Managing 4 Generations in the Workplace

Today, an unbelievable four different generations are sharing the workplace today – Traditional Generation, Baby Boomers, Generation Xers, and Millennials. With each generation having its own culture and beliefs how do you successfully manage each one so that you are able to optimize their performance but also addressing their differences?The answer is crucial to your organization’s culture and long-term strategic success. In this program, best-selling author Jeff Butler, shares his research and insights into the four generations motivations, differences, and communication styles. You will learn how organizations across various industries are thriving with a multigenerational workforce. And you’ll gain specific actionable strategies to manage your cross-generational challenges and turn your multigenerational workforce into a competitive advantage.

NG 9:45am-10:45am A New Era, Gig Economy Needs New Economic Development Tools and Institutions

The Gig Economy, including people involved in alternative work arrangements (as in traditional non-salaried jobs) and independent work is growing at a rate faster than the general total employment and includes about 36 percent of the workforce. A very large sector of the labor force looks very different than it did 30-60 years ago when most institutions took hold. We have a new era workforce of self-employed entrepreneurs which demands new institutions. Learn how the Gig Economy is changing the workforce, business-as-usual, and economic development and what are some of the tools and new institutions that need to be developed and implemented to ensure businesses, both small and large, thrive.

T 9:45am-10:45am Do We have Redevelopment Back?

Over the last few years, the Legislature has passed several bills to bring back Tax Increment Financing tools as well as restore some of the powers under redevelopment.  This session is a must-attend if you want to know what’s been returned, what’s missing, and what legislative suggestions we can sponsor to fill the gaps.

T&T 11:00am-12:00pm Master the SBDC Tools

California is home to dreamers with innovative ideas and passion. Did you know that California has the most small businesses operating in the country? SBDCs have exciting tools and tactics they are using to support small businesses, and they want to share them with you so you can incorporate them into your toolbox. Learn about the innovative ways your local SBDC is making an impact on businesses. The Governor’s Office of Business and Economic Development will share state programs available to small businesses and how to access them. Learn how California is committed to helping small businesses launch and prosper.

L&S 11:00am-12:00pm NeuroSelling: How to Outsmart and Outsell your Competition

Here’s a secret…your prospect is not a person, heart or soul; it’s actually a 3 pound organ called the brain! Yet, as amazing and powerful as the brain is, it’s a very primitive and predictable decision maker. During this dynamic session, you’ll learn how your prospect’s brain scientifically makes a buying decision; how to craft brain friendly messages; making your offer easier to understand, easier to digest, leading to faster and more efficient decisions…in your favor! Attendees will learn how to use brain science to drive real separation from other similar sounding competitors, how to message in ways that fit how the brain makes a buying decision, and how to “own the room” when presenting and create fast trust and deep connections.

NG 11:00am-12:00pm Role of Research Universities in Accelerating Innovation and Economic Prosperity Across the State

With a focus on societal impact and economic engagement, research universities in the state support commercialization of products and services based on groundbreaking research and innovative ideas, seeding the next generation of technology and science-based businesses. This session will explore innovation, entrepreneurship, technology transfer, and economic engagement programs at UC campuses with examples of efforts to develop collaborations with community partners, engage underrepresented populations, and leverage AB-2664 funding to accelerate economic development in the state.

T 11:00am-12:00pm Creative Options to Capture Local Sales & Use Tax

The potential for large sums of sales and use tax revenues from major construction projects is becoming more of an issue between local jurisdictions and developers with the results not always matching the expectations. The purpose of this session is to provide an overview of the CDTFA’s (formerly BOE) treatment of construction contracts, summarize the revenue opportunities and identify the pitfalls.

T&T 2:15pm-3:45pm Business Attraction Tools

It is hard to attract people and businesses using normal business analysis. Learn how to market your community and attract businesses from those who have been successful. Learn the latest trends and marketing approaches being utilized by communities of all sizes to promote local opportunities, share local data and drive local business growth.

L&S 2:15pm-3:45am Building Resilience & Recovering from Disaster

As California communities are experiencing natural disasters every year, it has become clear that we cannot hope for the best, but rather they must plan and prepare for, not if but when a disaster hits. This session will identify how to build resiliency and recover from a disaster from the people on the front lines–the Federal funders who help finance recovery and the community organizations that lead it.

NG 2:15pm-3:45pm Employee Ownership: Preserving California’s Small Businesses and Saving Jobs

In California, a growing number of retiring business owners looking to sell are hard-pressed to find a suitable buyer. Business owners are now choosing to sell the company to their employees. This succession plan option and business retention strategy can deliver substantial benefits to outgoing owners, employees, and their communities. Attendees will receive tools and training opportunities in identifying and supporting candidates for conversion to employee ownership.

T 2:15pm-3:45pm CHANGING FACE OF ECONOMIC DEVELOPMENT: Land Use, Sustainability and Housing

Millennial demographics, internet fueled lifestyles, and a sharing economy (rides, workplace) alter land use and tax generation priorities for cities. The State is driving cities to change land use processes based on climate control and affordable housing mandates, while providing development incentives through new districts.   Cities can comply with state mandates using new “sustainability and housing districts” (EIFD, HSD, WHOZ, NIFTI, CRIA) that blend zoning incentives and tax increment to yield taxes, jobs and housing. Learn how to accomplish economic development while complying with state housing/ sustainability mandates and attract uses/tenants that will thrive, not collapse in a digital economy.

Friday March 16, 2018 Breakout Session Tracks & Tour of Fort Ord

Click on each title for the full session description.

T&T 9:15am-10:15am Beyond Collisions: How To Build Your Entrepreneurial Infrastructure

Learn how to build entrepreneurial ecosystems through the stories of people who led the charge in their communities. Hear insightful experiences from leaders across the globe, new ways of measuring entrepreneurial infrastructures, and ample fodder for practices to apply when you return home. Learning Objectives: 1. How economic developers can help build the infrastructure they need to make entrepreneurship easier 2. Ways to build entrepreneurship support into your daily work 3. How to measure jobs created by entrepreneurs in your community. Also, learn useful tools and programs to help support entrepreneurs and existing businesses in California.

L&S 9:15am-10:15am Pop-Up City

Don’t let your boss know you’re having this much fun at work. This session will show you the secrets of how to inspire your whole community to get involved in marketing your city with tangible results. Tactical urbanism can pay off big! Walk away with a DIY guide for your city. Attendees will learn how to spark investment, energize spaces, and inspire your community, placemaking and marketing on a limited budget, and will create a take home a DIY guide to use.

NG 9:15am-10:15am Tourism Improvement Districts: A stable funding source for local and state DMOs

Historically Business Improvement Districts have been public-private partnerships focused on improving commercial areas. Marking an evolution of the concept, in 1989 the first Tourism Improvement District was formed, by hotels in West Hollywood, California, to fund group marketing efforts. The TID phenomenon has now spread to eleven states, one state travel office with three others expected to follow suit this year, and three international destinations. The session will include an introduction to TIDs, provide the history behind TIDs, case studies, and an overview of the formation process and will inform attendees on the newest creative ways in which tourism improvement districts are being used to benefit destination marketing organizations, convention and visitor bureaus, hotels, and other tourism-related businesses.

T 9:15am-10:15am Treasure Island and the Overlooked Tool of the IRFD

EIFDs and CRIAs are getting all the attention, but IRFDs should be considered as well! This session will compare/contrast EIFDs versus IRFDs – pros and cons You will also hear from a team of experts about what’s happening at Treasure Island and why an IRFD layered with a CFD is being used to fund economic development on the Island. Join us and learn how these tools can help your community too.

T&T 10:30am-12:00pm Unique BRE for Your Community

Business Retention and Expansion is a vital component of any economic development strategy or program. The panel discussion will include real-world examples of keeping and growing your existing business base, ideas for expanding retention efforts, and innovative ways to use data and metrics to identify existing and growing industries and develop strategic business retention and expansion efforts for your community.

L&S 10:30am-12:00pm Defining and Promoting the ROI of Your Economic Development Efforts

Are your leaders and stakeholders asking, “What have you done for me lately?” Then you won’t want to miss this session! Hear expert practitioners share how they measure and promote the value of their economic development program and work. From defining economic development goals relevant to your community, managing expectations with your elected, and measuring and communicating your success, our panelists will share how they promote the ROI of their work whether it is focused on attraction or retention.

NG 10:30am-12:00pm Rural Reinvention: How Does a Rural Community Adapt to the New Economy and Stay Competitive?

How can rural and agricultural communities, many of which lack the industry and job diversity and educational assets found in the larger metropolitan areas, continue to stay economically competitive? This panel will explore strategies and actions from three communities that helped them adjust to changing forces and promote their economic success.

T 10:30am-12:00pm Does a Diversity of Funding Sources Improve Project Development Feasibility?

With the end of Redevelopment, practitioners search for the funding equivalent of the silver bullet. But it may be that a creative mix of funding sources strengthens and improves the feasibility of new development and opportunities for public infrastructure. Presenting examples from San Luis Obispo, San Francisco, and Menlo Park.

T&T 2:15pm-3:15pm Alternative Financing Tools: What Are They & How Can I Use them?

Individuals and businesses struggle to find financing. Learn how different financing programs and incentives are seen by cities and counties as a stimulus that spurs local economic growth and creates new jobs. Explore financing tools available to economic developers in California beyond the usual suspects. This session will discuss the economic impacts of PACE (Property Assessed Clean Energy) financing and how to use PACE tools effectively. Topics include trends, lending accountability, credit enhancements, and economic development incentives such as program rebates and monthly savings. It will also dig into the myriad financing alternatives available through the State Treasurer’s Office.

L&S 2:15pm-3:15pm Fostering Microenterprise Development through Collaboration

Small and micro businesses have the biggest impact on our local economy, according to the research. One of the most productive methods is in fostering inclusive collaborations for growing local entrepreneurs. It should be in every economic developer’s toolbox because community collaborations (including partners such as banks, chambers, government, workforce, education, nonprofits, etc) can magnify the impact. Two CAMEO members have formed collaboratives, one in the Bay Area – the Entrepreneurial Education Initiative, and one in the Inland Empire – Microenterprise Collaborative – as a demonstration of how to build small businesses and a sustainable local economy through effective collaboration. Join us for a discussion about why form a collaborative, the mechanics, lessons learned, and community impacts. More importantly bring your questions to our panel who have been there and can help your collaborative thrive.

NG 2:15pm-3:15pm Revitalize Your Retail Space

Many communities are plagued with failing retail centers that have lost anchors or are filled with businesses that are not drawing customers. Learn how to use the planning tools available to maximize your retail potential.

T 2:15pm-3:15pm Housing and Economic Development: Finding the Solution

How do we create opportunities for Californians to live in the community where they work? This session explores emerging tools and techniques that can deliver under-supplied housing prototypes to today’s labor force and improve the feasibility of other land uses. The panel will discuss recent and emerging legislation (including the Affordable Housing Package signed by Governor Brown) and how the implementation of town center and other infill market-rate and affordable housing concepts will drive economic development in the future.

3:30pm-5:15pm Tour of Fort Ord ($40)

This former Fort Ord tour begins with an overview upon boarding the bus. Tour leaders from the Fort Ord Reuse Authority (FORA) will provide a regional geographic, socio-economic, and resue/recovery program introduction and context, highlighting the intimate linkages between the former Army infantry training center and its surrounding communities/region. Tour participants will gain an appreciation for the physical, economic and political transformation that has occurred since the base closed in 1994.

You will hear about and see new institutions, recreational and community assets, and economic drivers that have resulted from the APA Award Winning 1997 Base Reuse Plan (BRP). The BRP, framed on a balanced reuse program, integrating educational institutions, environmental conservation, and economic recovery, continues to guide the reuse and recovery. You will also learn about the organizational structure and decision-making process of the 24-member Board of Directors, representing multiple land use jurisdictions, national, and regional agencies/institutions, all cooperating to complete the regional recovery.

The tour will highlight key accomplishments including: the establishment and continued growth of California State University Monterey Bay (CSUMB); the conversion of hundreds of acres of beachfront property to the Fort Ord Dunes State Park; the designation of the 14,500-acre Fort Ord National Monument; creation of the California Central Coast Veterans Cemetery and the William Gourley VA/DoD Clinic; growth of new mixed-use developments (Dunes at Monterey Bay, Seahaven, and East Garrison) and more. The tour will also point out yet to be realized reuse and recovery program elements including: the growth of a R&D/light industrial park at the University of California Monterey Bay Science, Education and Technology (UCMBEST) Center; persistent blight in the form of still standing, dilapidated army barracks; and yet to be completed capital projects. The tour will be a fitting conclusion to the annual CALED conference as the reuse and economic recovery process at the former Fort Ord represents a microcosm of economic development challenges throughout California.

For a tour preview watch the “Realizing the Vision” video here: https://vimeo.com/237969241. The FORA Economic Development Team looks forward to sharing this tour experience, welcomes questions ahead of time, and is particularly excited about the opportunity to gain insight, suggestions and feedback from other economic development practitioners.