Roundtable
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Vail, Colorado
March 26 - 29, 2012
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IndustryWeek's Expansion Management Roundtables continue to be the premier source for education and networking in the Economic Development Industry.
The Best Value in 2012
Additional Benefits Include:
- Hear case studies and gain valuable insight from eight leading industry experts including site consultants and government officials.
- Participate in scheduled networking events and leisure activities all designed to build relationships and increase your exposure.
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| Speakers and Session Details: |
Promoting Foreign Direct Investment in the United States – An Overview
Tazeem Pasha will provide an overview of FDI from a national-level perspective. The presentation will address some critical questions including:
- How important is foreign direct investment (FDI) to a region’s economic development?
- How much FDI exists in the United States, in what sectors, and where does it come from?
- How will the global economic outlook impact firms seeking cross-border investment opportunities?
- How can SelectUSA at the U.S. Department of Commerce assist U.S. economic development organizations seeking FDI promotion opportunities?
Tazeem Pasha
Manager, Business Retention and Expansion
SelectUSA, U.S. Department of Commerce
Tazeem Pasha serves as Manager, Business Retention and Expansion at SelectUSA. Established by Executive Order of the President , SelectUSA is a government-wide initiative to attract, retain and grow business investment in the United States by foreign and domestic firms. In this role, she is responsible for managing outreach to U.S. state, regional and local economic development agencies, foreign governments and investors to promote investment in the United States.
Prior to joining the U.S. Department of Commerce, Ms. Pasha served as the Global Markets Investment Manager at the Ohio Department of Development for three years. In this role, Ms. Pasha managed the FDI attraction efforts of Ohio’s overseas offices in Canada, China, Europe, Israel, India, Japan and Mexico. Her responsibilities included implementing a worldwide FDI attraction strategy that fosters growth in Ohio’s targeted industries, evaluating overseas companies that are poised to make investments in Ohio and serving as their liaison to State agencies. She also served as the China and Europe market expert for the automotive and renewable energy manufacturing sectors.
Previously, Ms. Pasha served as Special Assistant for Economic Development for Lt. Governor Lee Fisher. In this capacity, Tazeem coordinated economic development projects that required the Governor’s and Lt. Governor’s direct involvement and managed the Department’s initiative to create its Strategic Plan.
As a Hansard Scholar at the London School of Economics and Political Science (LSE) in 2003, she served as legislative aide to the Labor Party in the English Parliament at Westminster Palace and assisted in the administration’s defense and foreign policy.
Ms. Pasha holds a Master’s Degree in Business Administration (MBA) at the Fisher College of Business, The Ohio State University and a Bachelor’s degree in political science and economics from Wells College.
Ms. Pasha has spent 10 years in Islamabad, Pakistan with her parents and three sisters. While a native of New York, Ms. Pasha considers Columbus, Ohio among her hometowns and resides in Washington, DC.
Understanding Incentives
Every project is different, as are the factors for success that drive the project. It is imperative to understand the cost drivers, the strategic leverage points and the risk profile of the company if a community of state is going to be successful in crafting meaningful and impactful incentives. In addition, the policy and recruitment goals and objectives of the state and community are not separate and apart of the application and use of incentives. They should be in sync, and if not, will result in wasting millions of dollars – or even worse, the misapplication of unnecessary incentives that could be used better elsewhere.
Ed McCallum
Senior Principal
McCallum Sweeney Consulting
Ed McCallum, a senior
principal in McCallum Sweeney Consulting, provides site selection services and
economic development consulting to companies and organizations worldwide.
McCallum's 23 years of experience in the site selection industry includes a
myriad of industrial, headquarters, and warehousing site selection endeavors.
Before starting McCallum Sweeney Consulting, Inc. in August of 2000, McCallum
was the Managing Principal of Fluor's Global Location Strategies Group, having
dedicated 14 years performing site selection and economic development
consulting. Major clients included Mercedes-Benz, Navistar, Caterpillar, US
Bioscience, Human Genome Science, Taiwan Semiconductor, Shell Chemical,
Flowserve, Florida Power & Light, New Jersey Power & Light, and GAF Materials
McCallum has assisted clients in a wide variety of industries at McCallum
Sweeney as well, from manufacturing to warehousing and distribution. Recent
clients include American Titanium Works (metals), Alstom (energy), Nordex,
(wind energy), Zarges Gmbh (wind energy), PACCAR (engine manufacturing), LM
Wind Power (wind energy), Austal (shipbuilding), Atlantic Marine (maritime
transportation), BP (petrochemical spin off), Weil McLain (hydraulic heating),
Boeing (aeronautics), Kasle Steel (steel blanking auto supplier), Mitsubishi
(auto assembler), Tower Automotive (auto frame assemblies), Vought/Alenia
(aircraft manufacturing), and International Shipholding Corporation
(headquarters relocation).
McCallum has conducted siting projects in Europe, Asia, South America, Mexico
as well as most regions of the United States and Canada. Specific experience
includes location analysis, economic research, financial analysis, site
evaluation, real estate negotiations, incentive negotiations, computer modeling
and programming, strategy assessments, and marketing analysis. International
experience includes project investigations in Mexico, the Netherlands,
Caribbean, Czechoslovakia, Germany, Belgium, Austria, France, Luxembourg,
Vietnam, Canada, Taiwan, Argentina, and the United Kingdom.
McCallum also provides consulting services to leading economic development
organizations across the United States in such areas as strategic planning and
organizational design, site certification, incentive strategies, and
sustainable development strategies. He was responsible for designing and
heading up Pennsylvania's Certified Sites program -- known as "Select
Sites™" and continuing with Phase II of the same program in a web enabled
environment. In addition, he managed Tennessee Valley Authority's (TVA)
automotive mega-site certification program within the entire TVA service
territory and helped Duke Energy with comprehensive mega-site identification
for the automotive industry and a site qualification program for select
target-market industries. Due to the TVA mega-site program, PACCAR, Toyota,
SeverCorr, and Volkswagon, and Hemlock Semiconductor have invested within TVA's
service territory.
McCallum has a master's in City and Regional Planning from Clemson University
and a Bachelor of Business Administration from James Madison University.
McCallum received an athletic scholarship to Indiana University and later a
vice-presidential appointment to the United States Air Force Academy while
serving active duty.
Green Energy
Green energy projects and the economy are picking up. What does it mean to your local companies? Are they leading the pack or following?
Saúl Gomez
Senior Manager, State and Local Tax - Credits and Incentives
Ernst & Young, LLP
Saúl Gomez is based in the Los Angeles office and is part of Ernst & Young’s West sub area global Indirect tax. He co-leads their credits and incentives practice. During his ten years with the firm, Gomez has provided site selection, negotiated and statutory incentives services to many of the firm’s largest manufacturing, consumer retail and healthcare clients.
He has performed numerous state enterprise zone and WOTC and multistate credit studies for both local and national clients and led the audit defense when applicable.
Prior to joining Ernst & Young, Gomez worked as Senior Regional Manager with the Los Angeles County Economic Development Corporation where he worked alongside the State of California, counties, and cities to retain and attract major companies to the California market.
Gomez attended the University of California at Berkeley and holds a bachelor's in Business Administration.
The Manufacturing Surge: Catch the Wave!
This presentation will cover the trends in the manufacturing industry over the last 2 years! Is the trend real and are we creating jobs at home? The presentation will also include excerpts from a recent site selection exercise for one of Mohr’s clients and tell communities what they should be doing to get on the site selection radar for manufacturing projects.
James Robey, Ph.D.
Managing Director
Mohr Partners
James Robey, Ph.D., Managing Director in Mohr Partners’ Cleveland office, brings 25 years of experience in providing economic development research, market research and analysis, and research deliverables to large and small corporate organizations, Chambers of Commerce, state and local government economic development organizations and non-profit EDC’s. His expertise in economic development and urban studies enable him to deliver a superior level of service to his clients.
Prior to joining Mohr, Dr. Robey served as Vice President of Research with Team NEO, where he was responsible for developing and implementing strategies for the retention, expansion and attraction of key industries by analyzing the region’s economic structure, including business and occupation trends.
Dr. Robey was director of Economic Research at the Greater Cleveland Growth Association for more than seven years before joining Team NEO. In that capacity, he oversaw the process of setting and collecting the organization’s key performance measures, conducted economic impact studies of the organization’s activities and established new perspectives on the supply and demand for IT and Biomedical workers in the region.
Prior to joining the Growth Association, Dr. Robey was part of the Economic Development team at Cleveland State University’s Economic Development Program with the Levin College of Urban Affairs. He served as the project manager for the Ohio Economic Development Database Project.
New Dimensions of Entrepreneurship in the American Economy
For decades, entrepreneurship has been a fundamental aspect of most economic development programs at the local, regional and state levels. In many cases, entrepreneurship has been synonymous with small business development. Today, however, evidence shows that the face of entrepreneurship not only is changing in terms of demographics, but an increased emphasis on the young enterprise is far more beneficial than traditional approaches. Dr. Morfessis will provide a compelling overview and case for why states and communities need to reaffirm their commitment to entrepreneurship and focus their sites on the young enterprise.
Ioanna Morfessis
President & Chief Strategist
IO.INC
As a business and economic development executive, Ioanna Morfessis has focused her professional life on helping communities and companies create and execute successful change and growth strategies. She founded three best-of-class economic development organizations in the U.S.: Economic Alliance of Greater Baltimore, Greater Phoenix Economic Council and Montgomery County, MD Office of Economic Development. During her tenure in these organizations, her work led to the attraction of nearly $30 billion of private capital investment and the creation of more than 200,000 new direct jobs in these markets.
In 2004, Morfessis established IO.INC, a visionary consulting practice that delivers expert and effective strategies and solutions to help leaders, organizations and places grow. Among IO.INC's clients include cities, global and domestic companies, publicly traded and privately held; master planned community developers and nonprofit organizations.
As a civic steward, Morfessis serves or has served on the boards of many local, state and national charities and non-profit organizations, including art and science museums, community foundations, private charitable trusts and service organizations. She is a founding director of the Helios Education Foundation, a $500 million foundation that provides access to post-secondary education in Arizona and Florida. She also serves on the boards of the ASU College of Public Programs and the Maricopa Community Colleges Foundation. She received her bachelor's from The American University, her master's from George Washington University, and her doctorate from Arizona State University. She was elected to the ASU College of Public Programs Hall of Fame in 1996.
Case Study: The Anatomy of a Project
Ulrich Schmidt will provide a case study on a recent, sizeable steel mill project ($500M investment) in the Southeast. Company had considered multiple locations in the US as well as global locations. He will walk through the weighing of site criteria, filtering, community evaluation, final site selection, and lessons learned.
Ulrich Schmidt
Senior Manager, Global Location & Expansion Services
KPMG LLP
Ulrich Schmidt is a Senior Manager in KPMG's Global Location and Expansion Services (GLES) Practice, State and Local Tax, based in Philadelphia, Pennsylvania. He has over 14 years of experience in working with national and international companies on location analysis, site selection, multi-state tax issues, and business incentive. After completing his post-secondary education in Germany, Schmidt began his career at a multi-state utility company, focusing on attracting foreign-based companies to the United States. He joined KPMG's GLES practice in 2000. Schmidt works with clients on the entire business process, from developing location strategies and client delivery models to tax incentives negotiation and structuring for new and existing company investments. Schmidt’s professional and industry experience includes:
- Developing, managing and implementing location strategy plans and work streams for national and global corporations.
- Implementing comprehensive location delivery models, defining location rationalization strategies to leverage current infrastructure and facilities, to support business case requirements.
- Defining future state requirements based on inputs from the process design work stream, establishing realistic baselines of delivery locations.
- Developing site optimization strategy for various delivery models identifying necessary requirements to upgrade current and existing sites to support the future state service delivery models.
- Developing tax and other comparative cost models to evaluate site options and viabilities identifying short and long-term cost savings.
- Providing comprehensive project implementation services and secured incentive packages for clients in the life sciences, financial services, research & development, IT and manufacturing industries.
- Helping clients secure and implement benefits involving tax credits, grants, training assistance, financing programs, infrastructure assistance, property tax abatements and exemptions.
- Assessing location factors including workforce requirements and availability, taxes, utilities, and other costs for shared services, distribution centers, data centers, headquarters, and manufacturing operations.
A Community’s Toolbox
This comprehensive presentation will include current industry and economic trends that are impacting site selection decisions including:
- What location factors are most important to companies right now
- Site/Fam Tours – what should your community highlight
- Cost Comparison Reports – apples to apples comparison to your neighbors
C. Paige Webster
Foote Consulting Group, LLC
C. Paige Webster has been working with Foote Consulting since the inception. Webster has worked with many projects across many industry sectors including: aerospace, bio tech, geo thermal, wind and solar, warehouse distribution, office projects, data centers, and corporate centers and the retail sector. Webster has been working in site selection and economic development for thirteen years. Webster has also been assisting on other economic development, incubator and work force development studies for Foote Consulting, LLC.
Webster has had extensive site selection experience as he was the Western Regional Real Estate Manager for Aaron Rents. Webster was able to facilitate and expand the major retail expansion for Aaron Rents in the Western United States.
Webster has had experience in the Economic Development arena too. He was the former Economic Development Director for the Greater Yuma Economic Development Corporation. Webster's experience includes working with back office, warehouse distribution, bio tech, software development companies and food processing companies for the Yuma area. Webster did extensive work in cross border economic development and was a member of the Border Trade Alliance (BTA) and worked closely with the Arizona Governor's Office on cross border issues in Mexico. Webster was on the Workforce Development Board and was also a Board Member of the Arizona Association of Economic Development (AAED). Webster has also received the CEcD designation during his career in Economic Development.
Dissection of a Living Patient: A rare opportunity to get an in-depth look at an actual, on-going site selection project.
Silverlode is helping a large international company to determine where to locate a new R&D facility. This project has it all – good, bad, and ugly -- and Steve will explain how they got from an initial list of nearly 180 cities in more than 40 countries, to the four finalist locations that are being considered at this very moment. You will learn about filtering criteria, location factor weighting and scoring, the influence (positive and negative) the company’s executives have, and how the final decision is likely to be made. Can economic developers really have any impact on this process? We shall see…
Steve Weitzner
President
Silverlode Consulting
Steve is the President of Silverlode Consulting Corp., a comprehensive economic development consulting firm providing services to both public and private sector clients. Prior to founding Silverlode Consulting, he was the founder and Area Director of Business Incentives Services for the Lake Erie Area of Ernst & Young LLP. He has provided assistance to a wide variety of companies and organizations throughout North America, including many Fortune 50 firms and state and local government agencies. His experience and expertise includes domestic and international site selection and location analysis, economic incentives research and acquisition, financial modeling and decision analysis, target industry analysis, program development, and demonstrating the economic and fiscal impacts of a wide variety of projects to both corporations and governments.
Steve has been published in the Journal of State Taxation, the Journal of Multistate Taxation and Incentives, and the CCH Business Incentives Guide. He has been a speaker and instructor at meetings of the Council for Urban Economic Development, the International Economic Development Council and many regional economic development conferences. Steve has also participated in a number of international trade missions and trade shows representing both state and local governments. Steve earned the Master of Business Administration degree from the Fuqua School of Business at Duke University and a Master of Music degree from the University of Akron. He is an avid soccer player and coach, a bicycle commuter when the Cleveland weather allows it (both months), skier, and squash enthusiast (the game, not the vegetable). He also serves on the Board of Bellefaire JCB. Steve lives in Shaker Heights, Ohio with his wife and two children.
Registration
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Kelley Whetsell
EM Roundtable
Coordinator
emroundtable@meetingdemands.net
330-558-0012
