Kanu Me Ka Laulima Kakou Community Development and Financing March 23 24, 2016

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HOOKUPAA PO Box 23180 Honolulu, HI 96823-3180 Kanu Me Ka Laulima Kakou Community Development and Financing March 23 24, 2016 The 4th Annual Conference on Community Development and Financing will be held on March 23 24 at the University of Hawaii at Manoa William S. Richardson School of Law. Our annual conferences provide opportunities for participants to engage in peer learning activities; share lessons learned in the course of their own community and organizational development challenges and successes; meet others in the community development arena; and to identify emerging trends and opportunities that will impact their project planning and development. As the demand for funding developments (i.e. capital improvement, energy projects, nation building) increases, traditional methods of capitalizing projects (i.e. socioeconomic development) become increasingly inadequate. There are alternatives. By creatively structuring projects, communities, nonprofit organizations and businesses (nonprofit and for-profit) are able to access capital. Capital requires organizational capability and capacity that some entities already have. It sets a goal post for others that can be met by strategically planning their approaches for the next several years. This conference will provide information and a road map for communities, nonprofit organizations and businesses to improve their ability to access funding sources including programs like the federal New Markets Tax Credit (NMTC) program, the United States Department of Agriculture (USDA), the State of Hawaii Department of Business, Economic Development and Tourism, the U.S. Small Business Administration s (SBA), and private foundations that have been highly successful in Hawaii and in other parts of the county. This Conference is about building organizational capabilities so that more communities, nonprofit organizations, and businesses are able to secure funding needed to construct projects, create jobs, and provide needed services and products to the State of Hawaii. Registration SCHOLARSHIPS AVAILABLE Conference registration is online, please click/cut and paste the link below to view the registration form: http://goo.gl/forms/axzwmmjkpp All registrations completed prior to March 23rd will receive a scholarship that will cover the entire conference fee. When you arrive at the Registrant Discount page, please enter "PGA Scholarship." You can also complete the attached registration form, check the "YES" scholarship, and mail to: PO Box 23180, Honolulu, HI 96823-3180.

Conference Speaker Preview Micah Kane, Hawaii Community Foundation President and Chief Operating Officer Mufi Hannemann, President and Chief Executive Officer of the Hawaii Lodging and Tourism Association Colleen Hanabusa, Attorney At Law, LLLC Mililani Trask, Attorney At Law, Indigenous Consultants, LLC Jane A. Sawyer, District Director for the U.S. Small Business Administration s (SBA) Hawaii District Office Wayne Thom, Manager, DBEDT Community Economic Development Program Tim O Connell, Assistant to the State Director, USDA Tamar defries, Principal, Pacific Growth Associates, LLC Maria Bustria-Glickman, Vice President, New Markets & Historic Tax Credit Investments U.S. Bancorp Community Development Corporation Lee E. Winslett, Senior Vice President, New Markets Lending and Investments, Wells Fargo Bank Phil Glynn, Vice President for Economic Development, Travois Darryl P. Jacobs, Ginsberg Jacobs LLC Ingrid F. VanBiber, Shareholder, Polsinelli Elizabeth Bland Glynn, Chief Operating Officer, Travois Companies Alison Paige, President, Capital A Consulting, LLC John Aeto, Principal, Kalaimoku Group Cathy Hankins, Hawaii Jump Project Dennis E.W. O Connor Jr., O Connor Playdon & Guben LLP Scott A. Lindquist, Dentons Donald Koepler, Consultant Karen Hughes, Certified Public Accountant Why You Should Attend Identify and develop financial strategies using tools like the federal New Markets Tax Credit (NMTC) program if your community, nonprofit organization, or business is currently developing or planning to develop a project (i.e. capital improvement projects). Prepare your potential projects for fundraising and capitalization including predevelopment planning, fund development strategic planning, and maximizing the impact on your community or market. Develop long-term strategies for your organization s development plans that will build equity that can be used to leverage investments for your project. Identify ideas and policies for policy makers and state agencies that will support community based economic development strategies and projects.

Who Would Find This Useful Entities are currently engaged in or preparing for a development project (i.e. capital improvement and energy projects). Entities seeking a road map to community development and financing. Policymakers, legislators and government representatives. Business start-ups and seasoned businesses seeking capital. Volunteers working in community. Community leaders serving community-based organizations and mission-driven entities. Consultants working with communities, nonprofits, and for-profit entities.

The 4th Annual Conference on Community Development and Financing Kanu Me Ka Laulima Kakou Lead Sponsor: Hookupaa University of Hawaii at Manoa William S. Richardson School of Law Honolulu, Hawaii CONFERENCE REGISTRATION FORM Name: Organization: Mailing Address: City: State: Zip Code: Email Address: Telephone: Do you require special assistance? [ ] No [ ] Yes (Please Describe): Do you have dietary restrictions? [ ] No [ ] Vegetarian [ ] Other (Describe): Registration Fees: (check) Registration is $100 per person. (check) Yes, please apply scholarship to cover the $100 registration fee. Meals: Two continental breakfasts and two lunches are included in the registration fee. Guests requiring vegetarian meals must notify us on the registration form. If the no selection is made, a regular (non-vegetarian) meal will be provided. Late and same day registrations will not be provided a vegetarian option. Cancellation/Refund: Cancellations must be made in writing and must be received in our office no later than 10 business days prior to the conference. A $50 administrative fee will be deducted from all refunds. Confirmed registrants who fail to attend and do not cancel will be charged the entire registration fee. Registrations can be transferred. PLEASE MAIL COMPLETED REGISTRATION FORM AND PAYMENT TO: Hookupaa PO Box 23180 Honolulu, HI 96823-3180 (Kanu Me Ka Laulima Kakou) Make checks and money orders payable to: Hookupaa (reference: Kanu Me Ka Laulima Kakou) Confirmation of Registration and Payment will be Emailed When Received

4th Annual Conference on Community Development & Financing: Kanu Me Ka Laulima Kakou DAY 1: March 23, 2016 Time Room 1 Room 2 Room 3 9:00 am 9:30 am Registration 9:30 am 10:00 am Conference Opening: Patricia K. Brandt, Hookupaa Executive Director Keynote Speaker: Micah Kane, Hawaii Community Foundation President and Chief Operating Officer How to Build a Building thru Marketing Enterprise Zone (EZ) Partnership Program and Fundraising 10:15 am 11:30 am Hawaiian Homes Commission Act, Department of Interior, and the Nelson Decision Colleen Hanabusa, Attorney At Law, LLLC John Aeto, Principal, Kalaimoku Group Wayne Thom, Manager, DBEDT Community Economic Development Program Mililani Trask, Attorney At Law, Indigenous Consultants, LLC 11:30 am 12:15 pm LUNCH & NETWORKING 12:15 pm 1:30 pm Hawaiian Homes Commission Act, New Markets Tax Credit (NMTC) 101 Department of Interior, and the Nelson Decision Continued Tamar defries, Principal, Pacific Growth Associates, LLC Colleen Hanabusa, Attorney At Law, LLLC Mililani Trask, Attorney At Law, Indigenous Consultants, LLC 1:45 pm 3:00 pm Hawaiian Homes Commission Act, Department of Interior, and the Nelson Decision: Next Step Action Planning Phil Glynn, Vice President for Economic Development, Travois New Markets Tax Credit (NMTC): Investors & Community Development Entities USDA Rural Development s Program Tim O Connell, Assistant to the State Director, USDA Colleen Hanabusa, Attorney At Law, LLLC Mililani Trask, Attorney At Law, Indigenous Consultants, LLC Maria Bustria-Glickman, Vice President, New Markets & Historic Tax Credit Investments U.S. Bancorp Community Development Corporation Phil Glynn, Vice President for Economic Development, Travois Lee E. Winslett, Senior Vice President, New Markets Lending and Investments, Wells Fargo Bank Elizabeth Bland Glynn, Chief Operating Officer, Travois Companies Alison Paige, President, Capital A Consulting, LLC

DAY 2: March 24, 2016 Time Room 1 Room 2 Room 3 9:00 am 9:30 am Registration 9:30 am 10:00 am Conference Opening: Patricia K. Brandt, Hookupaa Executive Director Keynote Speaker: Mufi Hannemann, President and Chief Executive Officer of the Hawaii Lodging and Tourism Association New Markets Tax Credit (NMTC) Organizational Structures & Legal Matters 10:15 am 11:30 am Grants: What to Expect? How to Prepare? Are you Ready? Donald Koepler, Consultant Dennis E.W. O Connor Jr., O Connor Playdon & Guben LLP Scott A. Lindquist, Dentons Ingrid VanBiber, Polsinelli Darryl P. Jacobs, Ginsberg Jacobs LLC 11:30 am 12:15 pm LUNCH & NETWORKING 12:15 pm 1:30 pm Financial Literacy: Raising Awareness Cathy Hankins, Hawaii Jump Project Understanding Accounting Basic Finance for Non-Financial Managers Karen Hughes, Certified Public Accountant U.S. Small Business Administration s (SBA): Loans and Lending Relations with Financial Institutions to Small Business Training and Counseling Assistance Jane A. Sawyer, District Director for the U.S. Small Business Administration s (SBA) Hawaii District Office