Native American Finance Conference - May 16-17, 2011 - Scottsdale, AZ
Agenda Last Updated On: Friday, July 13, 2012
Day One: Monday, May 16, 2011

7:30am Registration Opens / Breakfast

8:00am Welcoming Remarks from:



Jacqualine Rubbo, Vice President & Producer, INFORMATION MANAGEMENT NETWORK

8:05am Chairperson’s Opening Remarks

Kay Bills, Member, OSAGE NATION, President & Founder, STRATEGIC NATIVE AMERICAN PARTNERSHIPS (SNAP) [ BIO ]

Kay Bills
Member, OSAGE NATION, President & Founder
STRATEGIC NATIVE AMERICAN PARTNERSHIPS (SNAP)
Bills

8:10am Traditional Prayer

Ricardo Leonard, Councilman, SALT RIVER PIMA-MARICOPA INDIAN COMMUNITY OF THE SALT RIVER RESERVATION

Ricardo Leonard
Councilman
SALT RIVER PIMA-MARICOPA INDIAN COMMUNITY OF THE SALT RIVER RESERVATION
Leonard

8:20am Keynote Address

Jack R. Stevens, Chief, Division of Economic Development, Office of Indian Energy and Economic Development, U.S. DEPARTMENT OF THE INTERIOR [ BIO ]

Jack Stevens
Chief, Division of Economic Development, Office of Indian Energy and Economic Development
U.S. DEPARTMENT OF THE INTERIOR
Stevens

9:00am State of the Nations

Join a panel of Tribal leaders from a diverse cross section discuss their role in making positive financial and social changes for Indian Country; from the challenges facing tribal communities to the opportunities that are on the horizon.
• Top financial and social issues facing Tribal nations
• The importance of economic development projects
• Working with the state and local governments

Moderator:

Alan Gordon, Senior Vice President, BANK OF AMERICA MERRILL LYNCH [ BIO ]

Panelists:

Diane Enos, President, SALT RIVER PIMA-MARICOPA INDIAN COMMUNITY OF THE SALT RIVER RESERVATION [ BIO ]
Phillip Fontaine, Former National Chief, ASSEMBLY OF FIRST NATIONS [ BIO ]
Anthony Mallott, Treasurer and Chief Investment Officer, SEALASKA CORPORATION [ BIO ]

Alan Gordon
Senior Vice President
BANK OF AMERICA MERRILL LYNCH
Gordon
Diane Enos
President
SALT RIVER PIMA-MARICOPA INDIAN COMMUNITY OF THE SALT RIVER RESERVATION
Enos
Anthony Mallott
Treasurer and Chief Investment Officer
SEALASKA CORPORATION
Mallott

9:45am Networking Break

11:40am Tribal Online Lending: A New Opportunity

Internet-based lending is one of the fastest growing businesses in today’s challenging economic reality. Utilizing experts in the lending industry, several tribes have already built very large income streams by taking advantage of tribal sovereignty over the state lending laws (similar to the tribal gaming industry) to provide credit to consumers unable to borrow money from traditional sources.

During this session industry experts will talk about the TOP 10 critical things to know about this new opportunity:
• How to structure a tribally-owned online lender
• How your tribe can participate immediately and without any prior experience
• Explanation of the business models for BOTH wealthy tribes and the not yet wealthy tribes
• The regulatory considerations and recent state supreme court decisions
• Which tribes are already active in the business and how successful are they and why?

Moderator:

Zachary B. Roberts Esq., President, KIVA ADVISORS, LLC [ BIO ]

Panelists:

Lee Broome, Managing Director, ENCORE SERVICE CORPORATION [ BIO ]
Martin Mazzara, CEO, DESTEL, LLC. [ BIO ]

Zachary Roberts
President
KIVA ADVISORS, LLC
Roberts
Lee Broome
Managing Director
ENCORE SERVICE CORPORATION
Broome
Martin Mazzara
CEO
DESTEL, LLC.
Mazzara

10:05am Gaming Industry Update

Gaming has provided Tribes with access to capital in order to build and strengthen their communities as well as an economic development tool to create jobs. Hear how gaming has been used as a means to greater economic development as well as some of the challenges that are currently facing the industry.
• Increasing access to capital
• Gaming industry defaults & trends
• How ratings can affect the investor pool

Moderator:

John Tahsuda, Member/Vice President, KIOWA TRIBE OF OKLAHOMA/NAVIGATORS GLOBAL [ BIO ]

Panelists:

Kristi Jackson, Chief Executive Officer, TRIBAL FINANCIAL ADVISORS INC. [ BIO ]
Benjamin T. Bubeck, Director, STANDARD & POOR'S CORPORATE RATINGS [ BIO ]
Scott Faber, Senior Vice President , BANK OF AMERICA MERRILL LYNCH [ BIO ]
Sheila Morago, Member, GILA RIVER INDIAN COMMUNITY, Executive Director, ARIZONA INDIAN GAMING ASSOCIATION

John Tahsuda
Member/Vice President
KIOWA TRIBE OF OKLAHOMA/NAVIGATORS GLOBAL
Tahsuda
Benjamin Bubeck
Director
STANDARD & POOR'S CORPORATE RATINGS
Bubeck
Sheila Morago
Member, GILA RIVER INDIAN COMMUNITY, Executive Director
ARIZONA INDIAN GAMING ASSOCIATION
Morago

10:55am Infrastructure for Business and Economic Development

Implementation a clear and detailed business plan is essential in today’s environment. Providing a strong foundation for future endeavors will help define your objectives, needs and procedures. This session will explore why, investment strategies and an operational plan are a foundation for development.
• Implementing a technology plan
• Identifying and establishing priorities for capital needs

Panelists:

Don Chapman, Member, MOHEGAN, Senior Advisor on Native American Affairs, Office of the Secretary, US DEPARTMENT OF COMMERCE [ BIO ]
Jacqueline G. King, Assistant Vice President, Community Development, FEDERAL RESERVE BANK OF MINNEAPOLIS [ BIO ]

Don Chapman
Member, MOHEGAN, Senior Advisor on Native American Affairs, Office of the Secretary
US DEPARTMENT OF COMMERCE
Chapman
Jacqueline King
Assistant Vice President, Community Development
FEDERAL RESERVE BANK OF MINNEAPOLIS
King

12:10pm Networking Luncheon

1:10pm Asset Allocation and Portfolio Diversification

Diversification plays a large role in building an investment portfolio. Join our panel of finance experts discuss how allocating your assets in different investment classes can lower your risk and help your portfolio grow.
• Dealing with Risk Management
• Developing an Investment Policy and Guidelines
• Choosing among possible asset classes
• The importance of creating a diversified portfolio
• A strong income: looking beyond the casino

Moderator:

Vince Logan, Member, OSAGE NATION, President, THE NATIONS GROUP ADVISORS, LLC [ BIO ]

Panelists:

Jamie Fullmer, Member, YAVAPI-APACHE NATION, Chief Executive Officer, BLUE STONE STRATEGY GROUP [ BIO ]
Larry Steinberg, Financial Quarterback, FINANCIAL ARCHITECTS [ BIO ]
Ben Blakney, Managing Director, COURTLAND PARTNERS, LTD. [ BIO ]

Vince Logan
Member, OSAGE NATION, President
THE NATIONS GROUP ADVISORS, LLC
Logan
Jamie Fullmer
Member, YAVAPI-APACHE NATION, Chief Executive Officer
BLUE STONE STRATEGY GROUP
Fullmer
Larry Steinberg
Financial Quarterback
FINANCIAL ARCHITECTS
Steinberg

1:55pm Exploring Financing and Funding Options

This roundtable discussion will explore the many ways Tribes and Tribal entities can access funds for capital improvements on the reservation. By determining complexity, costs, timing and transaction participants finance leaders can make informed decisions about the matter in which they access money.
• Loans vs. Bonds
• Advantages of Tax-Exempt financing
• Understanding legal obligations issued under state, local and Tribal governments
• Accessing capital through a CDFI
• Working with state, local and federal entities to access funding

Moderator:

Michael Layne, Senior Associate, MHM & ASSOCIATES [ BIO ]

Panelists:

Patrick Borunda, Managing Principal, THE NAVIGATOR GROUP, LLC [ BIO ]
Shannon Loeve, Southwest Zone Manager, Division of Capital Investment, OFFICE OF INDIAN ENERGY AND ECONOMIC DEVELOPMENT, DEPARTMENT OF THE INTERIOR [ BIO ]

Michael Layne
Senior Associate
MHM & ASSOCIATES
Layne
Patrick Borunda
Managing Principal
THE NAVIGATOR GROUP, LLC
Borunda

2:40pm Mitigating Risk through Alternative Investments

Looking at alternative investments as a viable investment tool is an effective way of diversifying an investment portfolio. This session will examine the best strategies for analyzing and determining which alternative classes are best for your investment plan.
• Exploring real estate, currency, commodities, hedge funds and private equity investments
• Controlling risk and making it work in your favor

Moderator:

Larry Steinberg, Financial Quarterback, FINANCIAL ARCHITECTS [ BIO ]

Panelists:

Phillip Fontaine, Former National Chief, ASSEMBLY OF FIRST NATIONS [ BIO ]
Thomas Renaud, Managing Director, ARROWHEAD BUSINESS AND INVESTMENT DECISIONS [ BIO ]
Aimee Hirata, Managing Director, BLACKROCK ALTERNATIVE ADVISORS [ BIO ]

Larry Steinberg
Financial Quarterback
FINANCIAL ARCHITECTS
Steinberg
Thomas Renaud
Managing Director
ARROWHEAD BUSINESS AND INVESTMENT DECISIONS
Renaud
Aimee Hirata
Managing Director
BLACKROCK ALTERNATIVE ADVISORS
Hirata

3:25pm Networking Break

4:25pm Special Presentation: Opportunities to Establish Future Collaborations

G. Lincoln McCurdy, President, THE TURKISH COALITION OF AMERICA (TCA) [ BIO ]

G. Lincoln McCurdy
President
THE TURKISH COALITION OF AMERICA (TCA)
McCurdy

3:40pm Maximizing the Opportunities and Benefits of the 8(A) Program

The 8(A) program has served as an asset to support the growth and development of small businesses and economic opportunities for Native Americans. This session will explore opportunities offered, policy developments and recent developments, initiatives and issues.
• Understanding the application process
• Maximizing the opportunities and benefits of 8(A)

Panel Participants:

Kevin J Allis, Chairman of the Board, POTAWATOMI BUSINESS DEVELOPMENT CORPORATION, Attorney, PILIEROMAZZA PLLC
Kay Bills, Member, OSAGE NATION, President & Founder, STRATEGIC NATIVE AMERICAN PARTNERSHIPS (SNAP) [ BIO ]

Kay Bills
Member, OSAGE NATION, President & Founder
STRATEGIC NATIVE AMERICAN PARTNERSHIPS (SNAP)
Bills

4:55pm Global Opportunities

Learning the value and importance of building a global presence and developing international relationships is essential in creating an international grasp. What are the successful Tribes and Tribal entities doing to strategize? With the global marketplace serving as a commercial opportunity it has never been so important to understand the opportunities and challenges of doing business on a global scale.
• Import and export business opportunities
• Assistance and incentives offered by the federal government
• Creating a global business plan and exploring options

Moderator:

Kay Bills, Member, OSAGE NATION, President & Founder, STRATEGIC NATIVE AMERICAN PARTNERSHIPS (SNAP) [ BIO ]

Panelists:

Vince Logan, Member, OSAGE NATION, President, THE NATIONS GROUP ADVISORS, LLC [ BIO ]
G. Lincoln McCurdy, President, THE TURKISH COALITION OF AMERICA (TCA) [ BIO ]
Kristian J. Richardson MBA, Senior International Trade Specialist, US & Foreign Commercial Service, INTERNATIONAL TRADE ADMINISTRATION, US DEPARTMENT OF COMMERCE [ BIO ]

Kay Bills
Member, OSAGE NATION, President & Founder
STRATEGIC NATIVE AMERICAN PARTNERSHIPS (SNAP)
Bills
Vince Logan
Member, OSAGE NATION, President
THE NATIONS GROUP ADVISORS, LLC
Logan
G. Lincoln McCurdy
President
THE TURKISH COALITION OF AMERICA (TCA)
McCurdy
Kristian Richardson
Senior International Trade Specialist, US & Foreign Commercial Service
INTERNATIONAL TRADE ADMINISTRATION, US DEPARTMENT OF COMMERCE
Richardson

5:45pm Networking Cocktail Hour

6:45pm Day One of NAFC12 Concludes

Day Two: Tuesday, May 17, 2011

8:00am Networking Breakfast & Registration Opens

8:30am Day One Re-Cap

Kay Bills, Member, OSAGE NATION, President & Founder, STRATEGIC NATIVE AMERICAN PARTNERSHIPS (SNAP) [ BIO ]

Kay Bills
Member, OSAGE NATION, President & Founder
STRATEGIC NATIVE AMERICAN PARTNERSHIPS (SNAP)
Bills

8:45am Creating a Rounded Business Plan and Budget

-Budgeting is an integral part of business. Budgeting requires you to look ahead and formalize future goals. Join finance leaders discuss how they establish a budget, monitor their expenses, review long term cash flows and balance income.
-Evaluating projects and weighing priorities
-How to tackle indirect costs
-Preventing financial pitfalls
-Reviewing long term cash flows to assist in budget process

Moderator:

Jason S. Booth, Member, TURTLE MOUNTAIN BAND OF CHIPPEWA INDIANS, Vice President of Development, NATIONAL NATIVE FOUNDATION [ BIO ]

Panelists:

Anthony Mallott, Treasurer and Chief Investment Officer, SEALASKA CORPORATION [ BIO ]
Dennis Johnson, Member, RED LAKE BAND OF CHIPPEWA INDIANS OF MINNESOTA, Chief Financial Officer, HO-CHUNK INC. [ BIO ]

Jason Booth
Member, TURTLE MOUNTAIN BAND OF CHIPPEWA INDIANS, Vice President of Development
NATIONAL NATIVE FOUNDATION
Booth
Anthony Mallott
Treasurer and Chief Investment Officer
SEALASKA CORPORATION
Mallott
Dennis Johnson
Member, RED LAKE BAND OF CHIPPEWA INDIANS OF MINNESOTA, Chief Financial Officer
HO-CHUNK INC.
Johnson

9:30am Discussion: Legal Infrastructure and Setting the Framework for the Future

Tribal laws, when coordinated with the laws of the state, can be executed more efficiently and cost-effectively. This session will explore different types of flexible business structures and legal strategies that can meet the individual needs of tribal communities.
• Compliance: Federal, State, Local and Tribal
• Uniform Commercial Code: Comfort and Practicality
• Low-profit limited liability company (L3C)

Presenters:

Shawn Real Bird, Tribal Operations Specialist & Economic Development Director, CROW (APSAALOOKE) NATION [ BIO ]
John Tyler, Vice President and Corporate Secretary, KAUFFMAN FOUNDATION [ BIO ]

Shawn Real Bird
Tribal Operations Specialist & Economic Development Director
CROW (APSAALOOKE) NATION
Real Bird
John Tyler
Vice President and Corporate Secretary
KAUFFMAN FOUNDATION
Tyler

10:00am Investing in Renewable Energy and Sustainable Infrastructure

With a growing demand for environmental activism it is important for tribes to put a greater emphasis on renewable and clean energy as well as sustainable infrastructures. Hear respected industry experts discuss the importance of natural resources in the Native culture as well as ways to respond to this imitative with responsible but economically sound strategies.
• Managing projects on Tribal lands
• Native to Native: working with native owned and Tribally owned construction companies
• Energy developments on Tribal lands: renewable energy initiatives
• Creating infrastructure that will last

Moderator:

Jason S. Booth, Member, TURTLE MOUNTAIN BAND OF CHIPPEWA INDIANS, Vice President of Development, NATIONAL NATIVE FOUNDATION [ BIO ]

Panelists:

Steve Cardwell, Member, CHEYENNE & ARAPAHO TRIBES OF OKLAHOMA, President, BRENCO INDUSTRIAL SERVICES, LLC [ BIO ]
Robert Martin, Tribal Member, MAKAH TRIBE, President and Owner, TARTOOSH ENVIRONMENTAL [ BIO ]
Todd Hooks, Economic Development Director, AGUA CALIENTE BAND OF CAHUILLA INDIANS [ BIO ]

Jason Booth
Member, TURTLE MOUNTAIN BAND OF CHIPPEWA INDIANS, Vice President of Development
NATIONAL NATIVE FOUNDATION
Booth
Steve Cardwell
Member, CHEYENNE & ARAPAHO TRIBES OF OKLAHOMA, President
BRENCO INDUSTRIAL SERVICES, LLC
Cardwell
Robert Martin
Tribal Member, MAKAH TRIBE, President and Owner
TARTOOSH ENVIRONMENTAL
Martin
Todd Hooks
Economic Development Director
AGUA CALIENTE BAND OF CAHUILLA INDIANS
Hooks

10:45am Networking Refreshment Break

11:45am Educating, Managing and Developing Ideas and Intellectual Property

• Grow and cultivate invention, innovation and creativity to help support and sustain a new economic infrastructure
• Identifying and analyzing business opportunities
• The importance of networking with partners and international experts

Presenter:

T. David Petite, Member, FUND DU LAC CHIPPEWA TRIBE, Chairman, Founder, NATIVE AMERICAN INTELLECTUAL PROPERTY ENTERPRISE COUNCIL [ BIO ]

T. David Petite
Member, FUND DU LAC CHIPPEWA TRIBE, Chairman, Founder
NATIVE AMERICAN INTELLECTUAL PROPERTY ENTERPRISE COUNCIL
Petite

11:00am Partnering and Collaborating: Bringing Tribal Resources Together for Growth

The overall goal of this session is to offer insight on using partnership opportunities with other Tribes and Tribal enterprises to meet the needs of both parties on business ventures. Understand how to evaluate resources and combine assets to establish a solid endeavor.
• Utilizing native partnerships as a competitive advantage
• Native to Native: challenges and opportunities facing Tribal communities
• Keeping money on the nation

Moderator:

May R. Hajbandeh, General Counsel, SAN CARLOS APACHE TRIBE, TITLA & PARSI, PLLC [ BIO ]

Panelists:

Don Chapman, Member, MOHEGAN, Senior Advisor on Native American Affairs, Office of the Secretary, US DEPARTMENT OF COMMERCE [ BIO ]
Dennis Johnson, Member, RED LAKE BAND OF CHIPPEWA INDIANS OF MINNESOTA, Chief Financial Officer, HO-CHUNK INC. [ BIO ]
T. David Petite, Member, FUND DU LAC CHIPPEWA TRIBE, Chairman, Founder, NATIVE AMERICAN INTELLECTUAL PROPERTY ENTERPRISE COUNCIL [ BIO ]

May Hajbandeh
General Counsel
SAN CARLOS APACHE TRIBE, TITLA & PARSI, PLLC
Hajbandeh
Don Chapman
Member, MOHEGAN, Senior Advisor on Native American Affairs, Office of the Secretary
US DEPARTMENT OF COMMERCE
Chapman
Dennis Johnson
Member, RED LAKE BAND OF CHIPPEWA INDIANS OF MINNESOTA, Chief Financial Officer
HO-CHUNK INC.
Johnson
T. David Petite
Member, FUND DU LAC CHIPPEWA TRIBE, Chairman, Founder
NATIVE AMERICAN INTELLECTUAL PROPERTY ENTERPRISE COUNCIL
Petite

12:15pm IMN's 12th Native American Finance Conference Concludes


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