BLUEPRINT FOR SUCCESS

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BLUEPRINT FOR SUCCESS AAED FALL FORUM SEPTEMBER 16-18, 2015 Hilton Tucson El Conquistador Resort 10000 N. Oracle Rd, Oro Valley, AZ 85704 PROGRAM (Draft program. Subject to change.) *Deadline September 1st, 2015 This event is recognized by the International Economic Development Council (IEDC) as a professional development event that counts towards the recertification of Certified Economic Developers (CEcDs). AAED MEMBERS: $385 NON MEMBERS: $485 www.aaed.com/event/ff2015

Wednesday, September 16th Sessions 8:30 am - 1:30pm El Conquistador Golf Cañada Course 10555 N. La Cañada Drive, Oro Valley, AZ Networking Golf 11:30 pm - 3:00 pm Tohono Chul Park 7366 N. Paseo Del Norte, Tucson, AZ Tohono Chul Park Tour (lunch on your own) Shot Gun Start: 9:00am $70 (includes box lunch) At Tohono Chul you ll discover botanical gardens that are varied and vibrant. Your visit will take you through themed gardens and meandering nature trails where you ll discover the wonders of the Sonoran Desert. 1:00 pm - 3:30 pm Biosphere 2 Rural Arizona Tour HOSTED: Tim Kanavel, Economic Development Mgr., Pinal County Attendees will be taken away by van/bus to tour an Earth system facility owned by the U of A in Pinal County. Learn how this facility is an economic driver for the County. (Limited seating and must RSVP in advance.) 2:00 pm - 3:15 pm E.D. 101 MODERATOR: Evelyn Casuga, CEcD Panel: Lori Quan, Deputy Director, City of Phoenix, Victor Gonzalez, Econ. Dev. Mgr, Town of Sahuarita, James Smith, Econ. Dev. Program Mgr, City of Chandler and Gary Kellogg, CEO, Partnership for Economic Development (Lake Havasu) What is Economic Development? Join this lively panel for an introduction to the economic development profession, the tools its practitioners use and the organizations around the state that do this important work. 3:15 pm - 3:30 pm Break 3:15 pm Lobby Golden Finalist Expo AAED has brought back this award program that showcases achievements of both practitioners and providers. Meet the nominees and view their work. (Expo is open and will run throughout the Fall Forum.) 3:30 pm - 5:00 pm So You Got The Land, Now What? MODERATOR: Richard Wilkie, Econ. Dev. Mgr/Airport Mgr.,City of Casa Grande SPEAKER(S): Jackob Andersen, Central Arizona Commerce Park, Courtney Dunbar, CEcD, Economic Development Leader, Olsson Associates, and David Welsh, Executive Vice President, Sun Corridor, Inc Arizona has plenty of undeveloped land, especially in rural areas. What does it take to get it developed? This knowledgeable panel of service providers and practitioners will provide realistic guidance to those seeking to develop land along with some successful case studies. 6:00 pm - 8:30 pm Pool Side Community Reception Hosted by the Town of Oro Valley The Town of Oro Valley invites you to chill alongside of the pool at the Hilton El Conquistador Golf & Tennis Resort. Enjoy delicious food prepared by the Hilton and enjoy the gorgeous mountain views. Dress is casual. (No Host Bar) THURSDAY, September 17th Sessions 7:00 am - 8:30 am Presidio V Breakfast Buffet 8:30 am - 8:45 am Welcome Julie Engel, CEcD, President, Arizona Association for Economic Development; Dr. Satish Hiremath, Mayor, Town of Oro Valley

THURSDAY, September 17th Sessions (cont.) 8:45 am - 9:20 pm The Economic Climate of Main Street and Beyond BREAKOUT SESSIONS BEGIN 9:30 am - 10:30 am Business & Industry Programs (USDA) Economic Development Academy of Arizona -- Course I 9:30 am - 10:30 am Getting the Deal Done: Legal Use of Incentives 10:30 am - 10:45 am Networking Break Economic Development Academy of Arizona -- Course I (Continues) SPEAKER: Kimber Lanning, Director, Local First Arizona and Arizona Rural Development Council Local First Arizona is a grassroots effort that empowered Arizonans to build the life they wanted in their local community. The mission is to create a strong economy, vibrant community and job opportunities. Along the way this internationally recognized organization added the Arizona Rural Development Council under its umbrella. Ms. Lanning will provide an update on their activities in Arizona with a recap of the recently held Arizona Rural Policy Forum. MODERATOR: Shannon Simon, Business Dev. & Marketing, HKS, Inc. SPEAKERS: Gary Mack, AZ USDA Director of Business Programs, Jennifer Burton, AZ USDA B&CP Specialist, and Gregg Humphries, AZ USDA REAP & VAPG Coordinator Economic development is a team effort and have the right partners makes all the difference in the world. Come learn what programs the US Department of Agriculture has that might help the economy of your town/city. Examples will be shared of those jurisdictions that have successfully used the assistance. MODERATOR: Susan Hyatt Dumon, VP, Business Expansion, ACA SPEAKER(S): Gary Verburg, JD, Gust Rosenfeld, Curt Woody, Director of Economic Development & Tourism, Town of Marana What are the general best practices and tenets of a solid development agreement? This session will answer these questions as well as provide a detailed look at the City North case and how the gift clause is currently interpreted and applied. Case studies illustrating the practical application of tools and concepts will be presented. Participants will leave the session with the ability to better identify applications and limits of various economic development incentive tools. This is Module 2 of the Economic Development Academy of Arizona. NOTE: This session is open to all, however, you must attend the whole class (9:30-11:45) plus a payment of $25 extra if you want to earn Academy credit. MODERATOR: Susan Hyatt Dumon, VP, Business Expansion, ACA SPEAKER(S): Gary Verburg, JD, Gust Rosenfeld, Curt Woody, Director of Economic Development & Tourism, Town of Marana This is a continuation of the 9:00 a.m. session. This is Module 2 of the Economic Development Academy of Arizona. NOTE: This session is open to all, however, you must attend the whole class (9:30-11:45) plus a payment of $25 extra if you want to earn Academy credit. 10:45 am - 11:45 am Getting the Deal Done: Legal Use of Incentives 10:45 am - 11:45 am Rural Infrastructure for Economic Success MODERATOR: Casey Rooney, Economic Dev. Director, City of Cottonwood SPEAKER: Nancy Veres, AZ USDA Community Programs Director Is your community in need of Water/Waste Water facilities or do you simply need community facilities to enhance the quality of life? Infrastructure needs are at the core of a successful economic development program. USDA will share their programs and documented successes in Arizona. 11:45 am - 1:00 pm Presidio V Luncheon Program EMCEE: Julie Engel, CEcD AAED President Economic Development Academy of Arizona s Graduation - Recognition of Class III Graduates: Christine McRight, City of Phoenix, Michelle Pierson, City of Phoenix, Caryn Sanchez, SRP, Cynthia Spell-Tweh, City of Pheonix, Lisa Williams, City of Phoenix LUNCHEON SPEAKER: Shirley Pinkerton, President, Docent Council - Arizona Historical Society, Southern Division

THURSDAY, September 17th Sessions (cont.) 1:00 pm - 2:00 pm Marketing with Arizona Zoom BREAKOUT SESSIONS BEGIN 2:00 pm - 3:00 pm Sparking Revitalization New Market Tax Credits Economic Development Academy of Arizona -- Course 2 2:00 pm - 3:00 pm Research Methods for Economic Development 3:00 pm - 3:15 pm Break MODERATOR: Kelly Patton, Sr. Econ. Dev., Consultant, APS SPEAKERS: Anatalio Ubalde, Zoom.com APS offers a free, web-based tool to support community economic development efforts in attracting and expanding business and industry within Arizona. Arizona provides current, community-specific data on labor force, demographics, wages, consumer spending, top industries, transportation, educational attainment, etc. The tool also provides information on office, industrial, retail and commercial land availability offering potential prospects a comprehensive first look at many of the communities around the state. Zoom recently went through an enhancement adding additional infographics as well as some new intelligence components with demographics, mapping, business and community comparisons. Please join us to hear from the CEO and Co-Founder of GIS Planning and Zoom.com, Anatalio Ubalde, on how to make the most of this resource when positioning yourself for potential projects. MODERATOR: Richard Wilkie, Econ. Dev. Mgr./Airport Mgr., City of Casa Grande SPEAKER: Pamela Sutherland, JD, EDFP New Market Tax Credits are a resource to finance business investments in low-income communities by providing investors with state tax credits in exchange for delivering below-market-rate investment options. Investors receive a 39% tax credit spread over seven years if they make an investment in a qualified low-income community business. Explore how the program is sparking revitalization in Arizona in both metro and rural areas, and how you may be able to take advantage of the program to recruit companies to your community. MODERATOR: Angela Talbot, Senior VP, Business Development, GPEC SPEAKER: Sarah Murley, Principal, Applied Economics LLC Through research methods attendees will learn how to enhance their proposals and presentations or make a stronger case for the retention of businesses already in their communities. Topics and data sets to be covered are workforce, real estate, utilities, market access, secondary and post-secondary education, state/local taxes, employer costs, quality of life, and demographics. This is Module 4 of the Economic Development Academy of Arizona. NOTE: This session is open to all, however, you must attend the whole class (2:00-4:15) plus a payment of $25 extra if you want to earn Academy credit. Economic Development Academy of Arizona -- Course 2 (Continues) 3:15 pm - 4:15 pm Research Methods for Economic Development MODERATOR: Angela Talbot, Senior VP, Business Development, GPEC SPEAKER: Sarah Murley, Principal, Applied Economics LLC his is a continuation of the 2:00 pm session. This is Module 4 of the Economic Development Academy of Arizona. NOTE: This session is open to all, however, you must attend the whole class (2:00-4:15) plus a payment of $25 extra if you want to earn Academy credit. 3:15 pm - 4:15 pm MODERATOR: Bobby Davis, Economic Dev. Specialist, Town of Payson SPEAKER: Keith Watkins, Senior Vice President--Rural Development, Arizona Commerce Authority This session will deliver the basics of successful prospect responses to inquiries and RFP s. Attendees will be guided through the steps that should be taken prior to completing a response to a prospect inquiry. This session will also include insights on necessary elements to successful grant writing. The session is geared toward those who have little to know experience in the prospecting and grant application process. Elements of Successful Prospecting & Grant Applications

THURSDAY, September 17th Sessions (cont.) 4:30 pm - 5:30 pm Agave Ballroom AAED Board Meeting 5:30 pm - 7:00 pm Dinner (on your own) 7:00 pm - 10:00 pm Sunrise Poker Night & Other Games Do you feel lucky? Go head to head with your fellow poker (Snacks Served) enthusiasts. The night will be filled with food, fun, heart aches and unforgettable, did that just happen, moments. Prizes will be awarded for the best, and worst, hands of the night, and the winner will earn, or bluff their way, to the highly coveted Card Shark trophy and bragging rights for the year. Cost: $10.00 Buy In with the opportunity for a (1) time $10.00 ReBuy Poker isn t your game? What about CORNHOLE? In advance of our Inaugural Cornhole Tournament in February, we will be giving a demonstration on some of the finer points of the game. FRIDAY, September 18th Sessions 8:30 am - 9:30 am 9:30 am - 10:30 am Lobby Breakfast Golden Award Presentation HOST: Lori Quan, Deputy Director, City of Phoenix AAED is bringing back the Golden Award, recognizing the achievements of both practitioners and service providers. Join us at this breakfast where we will honor the finalists and announce the winners. (Details on the Golden Award may be found on line at www.aaed.com.) 10:30 am - 10:45 am Golden Presidio V Award Winner Expo Mix and Mingle during the break with the Golden Award Winners. 10:45 am - Noon Presidio -----V ------ Rural Roundtable MODERATOR: Mignonne Hollis, Exec Director, Sierra Vista Econ. Dev. Foundation Rural practitioners are invited to informative discussions and sharing of ideas and best practices at our lively roundtable. An addition to the Rural Roundtable: How to win big in economic development when you're small SPEAKER: Anatalio Ubalde, Zoom.com Small cities are different but much of what is recommended as best practices in economic development are presented as though they are good for every community. But small communities (suburbs of big cities or rural areas near no major metro) can't win in economic development if they use the same strategies as big cities. And big city strategies aren't the right ones for them anyway. However, a lot of time and money is being spent by small cities on strategies that they are told are best practices when they really are bad practices for them. This session will tackle the real challenges small places have and how innovative communities have responded with programs, policies, and marketing that is appropriate for small communities. 10:45 am - Noon V. Tribal Roundtable MODERATOR: Jacqui Sabo, VP of Sales, Goodmans Interior Structures SPEAKERS: Gary Mack USDA, Richard Grijalva, ED-Tohono O odham, and Marcelino Flores, Pascua Yaqui Tribe. This session features tribal leaders sharing updates on their communities while exploring opportunities with other practitioners and service providers to advance the economic development of tribes in Arizona. Noon Conference Adjourns

CONFERENCE SPONSORS Silver Sponsor BRONZE SPONSORS LUNCHEON SPONSOR Town of Marana AWARDS BREAKFAST SPONSOR Turner Construction Access Arizona POKER NIGHT SPONSOR Partnership for Economic Development (Lake Havasu) Community Sponsors City of Cottonwood, La Paz County, Nothern Arizona Council of Governments (NACOG) Sierra Vista Economic Development Foundation (SVEDF), Town of Sahuarita