BREI ANNUAL CONFERENCE

JUNE 11-15, 2018

CROSS INSURANCE CENTERBANGOR, MAINE

Fundamentals CourseDr. Alan Barefield | Meeting Room 2

Basic Economic Development CourseMelody Woodworth | Meeting Room 4

Fundamentals CourseDr. Alan Barefield | Meeting Room 2

Basic Economic Development CourseMelody Woodworth | Meeting Room 4

Fundamentals CourseDr. Alan Barefield | Meeting Room 2

Basic Economic Development CourseMelody Woodworth | Meeting Room 4

-CONFERENCE BEGINS-

Welcome and Networking LunchBallroom 5

Everything is About to ChangeDoug Griffiths, 13 Ways | Ballroom 5

Break

Shirt Sleeves Groups broken out by population to discuss common economic development challenges. Ballroom 5

Break

Breakout Panel DiscussionsPanel 1: Municipal Collaboration or Lack Thereof D’arcy Main-Boyington, Chief Jason MoffittBallroom 6

Panel 2: Mall and Big Box RedevelopmentBev Uhlenhake, James Eldridge, Ryan KellyMeeting Rooms 1-2

Panel 3: New Face of Tourism: Kerrie Tripp, Angie Arno, Tara deMunnik, Jennifer BranchMeeting Rooms 3-4

Community/Brewery Tour

Dinner on your own

Noon - 5:00 p.m.

8:00 a.m. - 5:00 p.m.

8:00 a.m. - Noon

Noon - 1:00 p.m.

1:00 - 2:15 p.m.

2:15 - 2:30 p.m.

2:30 - 3:15 p.m.

3:15 - 3:30 p.m.

3:30 - 4:45 p.m.

5:00 p.m.

AGENDAMONDAY / JUNE 11

Networking Breakfast

Welcome / Why Get Involved in BREI?Ryan Kelly, John Bennett, Teresa Evans | Ballroom 5

Generational Business and the Evolving BrandThe Geaghan Family | Ballroom 5

Break

Breakout Panel DiscussionsPanel 1: FinanceBrien Walton, Jim Pineau, Dan HarveyBallroom 6

Panel 2: Date MiningJon Farley, Dave Parsell, Dr. Alan BarefieldMeeting Rooms 1-2

Panel 3: Entrepreneurial EcosystemTanya Emery, Evan RichertMeeting Rooms 3-4

Break

Lunch KeynoteDave Parsell, LocalIntel | Ballroom 5

Scalability and Access to Local CapitalPaul Lancisi – Owner Dove Tail Bats | Ballroom 5

Break

Forensic Accounting: What every start up should knowBob Brown | Ballroom 5

Break

The Forgotten Sector: Retaining & Growing Your Community’s Home Based BusinessesMelissa Davidson, York County EDO | Ballroom 5

Lobster Bake Networking Dinner

7:30 - 8:30 a.m.

8:30 - 9:00 a.m.

9:00 - 10:00 a.m.

10:00 - 10:15 a.m.

10:15 - 11:15 a.m.

11:15 - 11:30 a.m.

11:15 - 12:30 p.m.

12:30 - 1:15 p.m.

1:15 - 1:30 p.m.

1:30 - 3:00 p.m.

3:00 -3:15 p.m.

3:15 - 4:30 p.m.

5:00 p.m.

TUESDAY / JUNE 12

WEDNESDAY / JUNE 13

THURSDAY / JUNE 14

CONTINUED ON NEXT PAGE

ALAN BAREFIELDAlan Barefield is an Extension Professor with the Mississippi State University Extension Service. His primary role is to facilitate economic and community development educational programming efforts in the state of Mississippi. Spe-cific areas addressed include business and entrepreneurship development, community economic and social analysis, business retention and expansion, and community infrastructure development and analysis. Barefield has been a member of BREI for many years and has received the BREI Distinguished Service Award in 2010 and the Master Business and Retention Professional designation in 2011. Barefield has had several service roles with Business Retention and Expansion International including: serving as a member of and current chair of the BREI Education Committee, rewrote the curriculum for the BREI Funda-mentals Course with Kathy Tweeten, and developed curricula for several BREI Continuing Education courses including: Survey Design and Analysis, Sources and Uses of Secondary Data, Local/Regional Economic Analysis, Retail Analysis and Development, and Program Evaluation.

SPEAKERSBREI Annual MeetingBallroom 5

Preparing Businesses for Cross Border TradeWade Merritt | Ballroom 5

Break

Pursuit of Economic DevelopmentTodd Gabe, University of Maine | Ballroom 5

Break

Lunch Keynote: How to Attract Millennials & Innovate Your CityClinton Senkow, Influensive | Ballroom 6

Rock Concert

8:00 - 9:00 a.m.

9:00 - 10:00 a.m.

10:00 - 10:15 a.m.

10:00 - 11:15 a.m.

11:15 - 11:30 a.m.

11:30 - 12:30 p.m.

5:00 p.m.

FRIDAY / JUNE 15

JOHN BENNETTJohn Bennett has been an Associate Extension Professor and Extension Educa-tor with University of Minnesota Extension Center for Community Vitality since 2007. He has a background in business retention and expansion, public finance, community development and city and regional planning. As a member of the Community Economics team, John delivers programs that address business and industry climate, food access, economic impact analysis, tourism issues, market and consumer analysis, and public finance. He is involved with several economic development initiatives in Minnesota and is nationally known for work related to food access and community strategies to retain grocery stores.

John is the program manager for the University of Minnesota Extension Business Retention and Expansion Program. This program helps make local businesses be more competitive by evaluating and addressing some of their most important needs and concerns.

John has a B.A. in Geography and Urban and Regional Studies from the Uni-versity of Minnesota Duluth and a M.A. in Public Policy and Administration from Northwestern University in Evanston, IL.

ROBERT “BOB” N. BROWNBob Brown is the founding partner of The CPA Solution, LLC, a firm specializing in fraud prevention and detection, forensic accounting, and fractional CFO services.

Based in Bangor, Maine, the firm provides services from coast to coast to a diverse client base that includes business, government and nonprofit entities.

Bob is a former CFO and audit manager. As a speaker and industry expert, he has been invited to address audiences at colleges, universities and professional groups on issues of accounting fraud. He enjoys the challenges of providing custom accounting training for convention workshops and private organizations. He has also published numerous articles in his field.

Bob is a member in good standing of The American Institute of Certified Public Accountants, The Maine Society of Certified Public Accountants and The Association of Certified Fraud Examiners.

TERESA EVANS Economic Development Coordinator, City of Blue Springs

Teresa Evans joined the City of Blue Springs, Missouri in 2016 serving as the Economic Development Coordinator. She is staff liaison for the Economic Devel-opment Council and the Main Street Redevelopment Corporation. She supports both attraction and existing business projects working with businesses of all sizes. Now in its second year, Teresa worked with local employers to establish the Blue Springs Employers Human Resources Consortium.

Teresa spent 15 years working in private sector, not for profit economic devel-opment organizations. She joined the Blue Springs Economic Development Corporation (BSEDC) in 2013 serving as the Business Retention and Outreach Manager with her primary focus placed on existing business. She had previously worked for 12 years in Lee’s Summit, Missouri. As Vice President of Lee’s Summit Economic Development Council, her responsibilities included leadership and support of a variety of economic development programs, including her recog-nized skills and abilities in the areas of business retention and expansion. Teresa also has several years of experience in higher education working in both student services and organizational development.

Teresa holds a Bachelor of Science in Social Psychology from Park University. She is a graduate of the Heartland Economic Development program. A member of Business Retention and Expansion International, Teresa first earned the BR&E Professional certification in 2010, is serving her 2nd term on the BREI Board of Directors, is President Elect and serves on several BREI committees. She also serves as Secretary/Treasurer for the Eastern Jackson County Development Alliance, is a member of the Missouri Economic Development Council and the International Economic Development Council.

MELISSA M. DAVIDSONMelissa Davidson serves as the Assistant Director for York County Virginia’s Office of Economic Development (June 2004). Prior to that, she worked as Business Development Manager for Collier Research, an aerospace software firm in Hampton, Virginia.

Melissa is passionate about helping local businesses grow and thrive. She has fostered new partnerships and has developed several innovative grant and assis-tance programs to benefit York County’s small and home-based businesses. She continues to pioneer ways to assist this important sector of the local economy.

Melissa is active in the local community, serving on several leadership teams, boards, and committees for various organizations. Melissa is a native of Glouces-ter, Virginia. In 2001 she graduated from Christopher Newport University and, in 2007, she earned her Masters Degree in Public Administration from Troy University. Today, she lives in York County with her husband, Christopher, their daughter, Madilynn (10), their son, Ryan (5), and their son, Campbell (9 months).

TODD GABETodd Gabe is Professor of Economics at the University of Maine. He is an expert in state and local economic development, with a focus on the occupations present in a region. Dr. Gabe has graduate degrees from The Ohio State University and the University of Minnesota. He is the author of a book, “The Pursuit of Economic Development: Growing Good Jobs in U.S. Cities and States,” published in 2017 by Palgrave Macmillan.

DAN HARVEYDan is a Business Administration graduate of St. Francis Xavier University and is trained in Management Consulting from CMC Canada, Investment Attraction through Department of Foreign Affairs and International Trade, and Economic Development through the Economic Development Association of Canada. He has extensive consulting experience in the following areas: Strategic Planning, Facilitation, Management Coaching, Economic Development, Food Service, Retail (small and large-scale), Customer Service coaching, Franchising, Business Plan development, and Project Management.

He became BRE-certified in 2008 and managed the Business Retention & Expan-sion program for the Annapolis Digby Economic Development Agency, located in Western Nova Scotia, Canada. While providing service in that rural area, he helped clients generate over $22 Million of incremental investment, leading to significant job retention and creation.

Dan is pleased to serve on the Board of Directors of BREI, and is a member of the Education committee.

DOUG GRIFFITHSOn his business card it says he is currently President and CEO of the company he founded, 13 Ways, Inc. His resume will say he has three degrees, including an MBA. It will say he has served in some pretty significant leadership roles in provincial government through his four terms in office. It will say he wrote a national bestselling book, 13 Ways to Kill Your Community. It will also say he is a part time instructor with the Executive Education program at the University of Alberta School of Business when he isn’t out speaking or working directly with communities.

What it doesn’t say is that Doug’s presentation style is both witty and wise. Between audiences’ laughter there are power revelatory and often startling insights. With 13 Ways to Kill Your Community, Doug focuses on the attitudes that hold us back from finding success. With Everything is About to Change, he shows how the world and our way of life is going to change more in the next 15 years than it has in the last 50. Our community cultures, whether in our town, our business, or our organization must become adaptive and innovative if we want to be succeed in the future.

If you are looking for a humorous, thought provoking presentation that keeps your audience engaged and entertained then you are looking for one of Doug’s truly dynamic keynotes. He is practical, fun, clear, and conversational in his delivery. He inspires every audience he reaches to be bold and take action in their community.

THE GEAGHAN FAMILYOriginally known as John Geaghan’s Roundhouse Restaurant, Geaghan’s Pub and Craft Brewery opened its doors in 1975. Owners John and Arline Geaghan, opened the restaurant located near a local roundhouse (a place where trains were repaired and turned around on the tracks). Since many of the customers worked at the roundhouse, it was a natural theme. But even back then, there was an undercurrent of Irish items being accumulated and hung on the walls.

Initially, their children Dave, Terry, Chris, Mike, Richard, Peter, Larry, Pat and Car-olyn worked at the pub. In 1983, John passed away, and Chris, Larry, Peter, and Carolyn purchased the business from their mother. Eventually, Carolyn and Chris left the business to pursue other interests and Pat became an owner. In 2010, Larry’s son Andrew rejoined the restaurant as a 3rd generation owner and Front House Manager and then in 2011, transitioned into brewery operations when the brewery started. Even to this day, Larry, Peter, Pat, and Andrew not only are owners in name, but work in the Pub and Brewery too!

In May of 2015, Geaghan Brothers Brewing expanded capacity and opened a production facility right across the river in Brewer. Bottling and distribution started soon after the first batched was brewed and less than eight months later, GBB was able to expand distribution state wide. As of July 2018, GBB switched from bottling to canning. Today, GBB brews can be enjoyed across Maine.

Over the years, the Geaghan brothers learned their trade and have built Geaghan’s Pub into one of the most successful and longest established pubs in Maine.

RYAN KELLYHorizon Professional Services

Ryan Kelly is the executive director of Business Retention & Expansion Interna-tional and CEO of Horizon Professional Services.

Prior to his position with Horizon and the MRHA, Ryan served as the chief advancement officer at William Carey University. In this role, he led fundraising and alumni relations efforts at the university in addition to marketing and leg-islative activity. Ryan has also served the University of Southern Mississippi as Director of External Relations in the College of Health, and Manager of Constitu-ent Relations in the Alumni Association. He also served as Administrative Pastor of Mt. Salus Presbyterian Church in Clinton prior to his arrival at Southern Miss.

Ryan is a 2005 honors graduate of the University of Southern Mississippi, and a 2007 graduate of Mississippi College. He serves as chair of the Mississippi Health Summit steering committee and is a member of the Area Development Partnership’s Leadership Pinebelt, the Mississippi Economic Council’s Blueprint Mississippi committee, the Association of Fundraising Professionals, and the Mississippi Society of Association Executives. In addition to professional activi-ties, Ryan also serves as a deacon at Temple Baptist Church, an advisory board member for The Children’s Center for Communication and Development, The Gideon’s International, Pi Kappa Phi Alumni Association, and the University of Southern Mississippi Alumni Association. He was inducted into the Southern Miss Student Hall of Fame in 2005. Ryan is a resident of Hattiesburg. He is mar-ried to Jennifer Suzanne Kelly and has two children, Elizabeth Ann and Andrew.

WADE MERRITTIn 2017, Wade Merritt was appointed President of Maine International Trade Center and State Director of International Trade by the Governor.

Previously, he served as Vice President of Maine International Trade Center. In this capacity, Mr. Merritt was responsible for supervising the staff and day-to-day operations, including trade missions, technical assistance, and programming. Additionally, he had primary responsibility for the StudyMaine initiative and assisting Maine’s education sector. During his time with MITC, he has organized multiple trade missions to 15 different markets.

Mr. Merritt served as President of SIDO, the national association of state trade offices, and advocated for greater cooperation between state trade offices, the federal government, and small- and medium-sized businesses nationwide. For this work, Mr. Merritt was given the Distinguished Service to the States Award from the Council of State Governments in 2014. In addition, he has also spo-ken at national and international events on NAFTA, trade with Canada, and the state-federal relationship in setting national trade policy.

Mr. Merritt serves on the boards of the Eastern Trade Council, the Maine Citizens Trade Policy Commission, the Maine District Export Council, and the International Committee of the Council of State Governments. A graduate of the University of Maine with a degree in International Affairs and Canadian Studies, he resides in South Portland, Maine with his wife Colette and daughter Camille.

DAVE PARSELLDave’s professional background includes senior roles in consulting and local government where he specialized in demographic research, market research, local economic development and urban planning. He has an intimate understanding of business site selection processes and holds a Masters of Public Administration, Masters of Environmental Planning and Bachelor of Commerce. Dave’s role at Localintel is both CEO and subject matter expert in relation to economic devel-opment, site selection and SMBs.

PAUL LANCISIPaul Lancisi founded Dove Tail Bats, in Shirley, Maine in 2004 with the purpose of make a better bat using the highest grade wood with the straightest grain. Paul has been in the wood business since 1980 and owns Designed Living Kitchen & Home Center with his wife Theresa. In 2007 while coaching high school baseball at Foxcroft Academy in Dover-Foxcroft, Paul realized the bats that were bought in the big box stores and used by his son Nick, were inferior materials. That is when he began making bats by hand and the company opened an online store in 2009. Today, Dove Tail Bats are used on all levels of baseball with nearly 30,000 bats produced in 2017. Dove Tail Bats are used by 75 Major League Baseball players and in more than 15 countries. Employing about 14 people locally and 6 more in various states.

CLINTON SENKOWCo-founder & COO, Influencive & VP of Partnerships at ShipChain

Clinton is the Co-founder & COO of Influencive which is an online media platform that teaches and inspires millions of people around the world about entrepreneurship, success, and blockchain. He’s also the VP of Partnerships at ShipChain which is a company disrupting the freight & logistics industry by utilizing blockchain technology after a successful $30MM raise. He’s a writer, Forbes featured speaker and advisor to other entrepreneurs and innovative organizations while being a former recipient of the G20 Young Entrepreneurs Alliance representing Canada.

MELODY WOODWORTHMelody Woodworth is the Executive Director of Louisiana Economic Develop-ment’s Business Expansion & Retention Group (BERG). She is a Certified Economic Developer (CEcD) with 17 years’ experience in the field.

Woodworth left her original tenure at LED in 2005 to serve as a missionary in Southeast Asia. Upon returning to the US, she worked on the state and local levels for both public and private economic development organizations including Liv-ingston Economic Development Council, Hammond Area Economic & Industrial Development District, and the Committee of 100 for Economic Development.

Melody holds a Bachelor of Science degree in Business Management and is a graduate of the Economic Development Institute accredited by the International Economic Development Council through the University of Oklahoma.

JENNIFER BRANCHJennifer Branch relocated from Dallas 10 years ago, adopted Waco as her home and now serves as the Director of Existing Industries and Workforce Devel-opment at the Greater Waco Chamber. She plays a critical role on the Economic Development team managing the BRE program, supporting the existing businesses of Greater Waco and working collabo-ratively with area partners to develop and advance workforce initiatives that strengthen and expand the talent pool of the region. She is a strong ambassador in the Waco community serving a chair position in Waco Rotary, a member of the Alzheimer’s Association Congressional Team and Leadership Waco.

JAMES ELDRIDGEJames is President and CEO of the Ada Jobs Foun-dation, a non-profit economic development orga-nization which serves the area of Ada, Oklahoma, where he specializes in developing programs to assist rural entrepreneurs, innovators, and local companies. Prior to joining the Ada Jobs Foundation, James was Executive Director of the Uptown 23rd District As-sociation in Oklahoma City, and has led multiple community research projects, including a study on food truck entrepreneurs in Oklahoma. James holds a Master’s in Regional and City Planning and a Bache-lor’s in Cultural Anthropology, both from the University of Oklahoma. TANYA EMERYTanya Emery is the Director of Community and Eco-nomic Development for the City of Bangor, where she oversees economic and community development, code enforcement, and planning activities for the City. She joined the Bangor team in 2011 after 10 years in economic development in Maine, and prior to that Tanya lived and worked around the country for startup company in the telecommunications industry.

JON FARLEYJon Farley is Vice President for Economic and Work-force Development for Eastern Maine Development Corporation. He is responsible for EMDC’s program operations, project development and data manage-ment and analysis. He graduated from the University of Maine with a BA in Political Science.

D’ARCY MAIN-BOYINGTOND’arcy Main-Boyington is the Economic Development Director for the City of Brewer, Maine and serves on a number of state-wide and regional economic devel-opment boards and committees. She received a BA in International Affairs from the University of Maine at Orono and an MA in International Political Economy and Development from Fordham University.

JASON MOFFITTJason is the Public Safety Director/Police Chief for the City of Brewer and is an adjunct faculty member at Husson University. He has been a law enforce-ment officer in Maine since 1996, where he holds an executive certification with the Maine Criminal Justice Academy. He holds a BA from UMaine and two Master’s Degrees from Husson University; one in Business and the other an MA in Criminal Justice with a Certificate in Counterterrorism in Security Studies.

JAMES PINEAUSenior Area Manager, U.S. Small Business Administration.

James joined the SBA in 2014 as Senior Area Manager for the Maine District Office. He provides organiza-tional representation and program delivery for SBA’s programs and resources across Northern Maine. He earned his Bachelor of Arts (BA) in Communications from the University of Southern Maine and is a Veter-an of the United States Marine Corps. Jim resides in Bangor with his wife, Paige Holmes and their two sons.

PANELISTS

CITY OF BANGOR

SPONSORS

PARTNERS

PLATINUM GOLD

EVAN RICHERTEvan Richert, principal of Richert Planning and consult-ing planner to the town of Orono, is a former director of the Maine State Planning Office, where one of his priorities was building Maine’s research and devel-opment capacity. He is currently president of UpStart Maine, Inc. a nonprofit coalition of entrepreneur- support programs in the Bangor Metropolitan region.

KERRIE TRIPPWith a long history of sales, for both the retail and non-profit sectors, Kerrie Tripp provides the Greater Bangor Convention and Visitors Bureau with a vast knowledge of both management techniques and leadership. Tripp began her career in 1990 with Vena-tor Group (formally Woolworth Corporation), working for nine years managing and training staff, from as few as eight to as many as seventy-five.

In 2000, Tripp began her role as Director of Member-ship and Convention Sales for the Greater Bangor Convention & Visitors Bureau. There she positioned the Greater Bangor Region as a preferred destination for meetings, conventions, and visitors at many pres-tigious trade shows in Washington D.C., New York, Chicago, Boston, and beyond.

Tripp then moved on to be the Regional Director for the American Heart Association, where she stayed for two years. During that time, she successfully ran two record-breaking Heart Balls and three Heart Walks, before returning to her first love – tourism and the Greater Bangor Convention & Visitors Bureau.

For the last five years, Tripp has been the Executive Director at the GBCVB. During that time she has worked on campaigns for development of Maine’s first casino (now known as Hollywood Casino) and the new arena and convention facility (now known as the Cross Insurance Center). She works with various area festivals, such as booking travel for the American Folk Festival, all while keeping up with the most innovative ideas on how to promote the Greater Bangor Region as a preferred destination through robust working relationships with the GBCVB membership, as well as the surrounding communities.

BEV UHLENLAKE(Certified Commercial Investment Member)

Bev works in all sectors of the commercial and industrial marketplace and has brokered a range of sales, leases, and build to suits for local and national clients. Before joining Epstein Commercial in 2004, Bev served in management roles in both the higher education and non-profit sectors. She is also a mem-ber of the Brewer City Council and is involved in Maine Real Estate Development Association Board, City of Brewer Comprehensive Planning Committee, and the Rotary Club of Bangor.

BRIEN WALTONDr. Brien Walton is the Director of the Center for Family Business and an Assistant Professor of Entrepreneur-ship at Husson University. A certified emotional intel-ligence counselor and professional business mentor, Dr. Walton is also CEO of Executive Coaching Systems, Inc., which has created custom leadership develop-ment programs for corporations and government agencies since 2002.

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NOTES

Rural Health Clinic Agenda 2017.indd 15 3/31/17 12:50 PM

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NOTES

Rural Health Clinic Agenda 2017.indd 15 3/31/17 12:50 PM

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