May 4th | Cocoanut Grove | Santa Cruz

The Monterey Bay Economic Partnership (MBEP) is a regional nonprofit, membership organization consisting of public, private and civic entities located throughout the counties of

Monterey, San Benito and Santa Cruz.

MBEP’s mission is to improve the economic health and quality of life in the region.

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about MBEP

Our conversations today will be enhanced by audience dialogue on Twitter and Facebook. Connect via Wifi and share your insights: Network name: Boardwalk

Please use #ES17 to share your ideas, comments, and questions.

Thank you for joining us at MBEP’s 3rd Annual Regional Economic Summit: Focus on Jobs.

We have chosen our Focus on Jobs theme because it is no secret that good jobs and full employment are the

foundation of a thriving region. Jobs contribute to our sense of purpose and place, and generate tax resources that

fund the services, programs, and public infrastructure needed for a rich quality of life for our communities.

We will hear today about our national, state and local economic forecasts, which will frame the context within

which we will be operating over the next few years. Our first panel will focus on how we can create more high paying

sustainable jobs in our region. The second panel will ask the question about how to pull more people up into higher

wage jobs through education, training, mentoring, career laddering and more. Listening to the feedback received

at previous conferences, the afternoon will be filled with smaller roundtable interactive discussions that will provide

the opportunity to utilize all the talent in this room to dig deeper into the topics and issues brought up in the

morning to find regional solutions.

Finally, we will end the forum by hearing the reports of the roundtable discussions before enjoying a delicious

tasting of local wines to end our day. We are looking forward to a day filled with substantive interactions, sharing

best practices, identifying innovative solutions, and making important new connections for future collaboration.

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thank you and WELCOME

Bud Colligan, Co-Chair, MBEP René Mendez, Co-Chair, MBEP

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8:00–8:30 Registration and Networking, Breakfast Buffet (Marketplace Open)

8:30–8:45 Welcome and Introductions

8:45–9:45 Keynote: Dr. Chris Thornberg, Ph.D., Founding Partner, Beacon Economics Regional, State and National Economic Forecasts 9:45–10:45 Session 1: Quality Jobs Fuel the Economy High quality jobs are the backbone of our economy, enabling residents to afford the high cost of living in the Monterey Bay region, and providing a tax base for much needed infrastructure investment. Who is having success and what have they found to be the keys to creating new high paying jobs? How do we create more of them?

Moderator: Bud Colligan, Co-Chair, MBEP Panelists: • Steve Packer, CEO, Montage Health (CHOMP) • Kate Terrell, Senior VP and Chief Human Resources Officer, Driscoll’s • Jessica Gonzales, Co-Founder and CTO, HeavyConnect • Heidi Schriefer, VP People and Places, Looker

10:45–11:15 Break

11:15–12:15 Session 2: Movin’ Up: Career Building to Better Jobs We have a large workforce earning relatively low wages. How can we work together to move people into higher wage jobs? How do we create opportunities for upskilling, education, career laddering and career training to help people achieve higher incomes and more meaningful employment?

Moderator: Kate Roberts, President, MBEP Panelists: • Ed Durkee, CEO, Goodwill Central Coast • Reyna Navarrete, Personnel and Recruitment Manager, Tanimura & Antle • Sabra Reyes, Human Resources Director, Seaside Company • Jackie Cruz, Vice President of Advancement and Development, Hartnell College4

our PROGRAM

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12:15–12:30 Public-Private Partnership Award 12:30–1:30 Lunch (Marketplace Open)

1:30–2:45 Roundtable Discussions (relating to Session 1) 1. The Role of Employers in the Housing Crunch - Matt Huerta, Housing Program Manager, MBEP 2. Getting to Critical Mass - Creating the AgTech Ecosystem - John Hartnett, CEO, SVG Partners 3. Staying in the Monterey Bay - Heather Putnam, Executive Director, Santa Cruz Works 4. The Hiring Challenge: Finding Local Mid and Upper Management Talent - Marguerite Kunze, VP Talent Management and Organization Development, Plantronics 5. Commercializing University Intellectual Property - Mohamed Abousalem, Assistant Vice Chancellor for Research, Industry Alliances, and Tech Commercialization, UC Santa Cruz

1:30 –2:45 Roundtable Discussions (relating to Session 2) 6. Mini Credentials and Badges for Building Skills - Jacob Martinez, Executive Director, Digital NEST 7. How to Hire, Retain and Inspire Youth - Ken Whiting, President, Whiting’s Food Concessions 8. Getting Job Ready! Career Coach and Internships – Larae Lindsey, Community Engagement Coordinator, The Bright Futures Education Partnership 9. Show Me the Money! Helping Small Businesses Thrive - Griselda Gil-Solis, Loan Manager, Opportunity Fund 10. Farmworker Career Laddering - Juan Gonzalez, Operations Manager, Lakeside Organics 2:45–3:15 Break

3:15–4:00 Breakout Sessions Report Out

4:00–4:15 Wrap-up and Next Steps

4:15–5:30 Wine Tasting with Local Winemakers – Networking Reception (Marketplace Open)

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DR. MOHAMED ABOUSALEM, P.ENG., MBAAVC for Research – Industry Alliances and Technology Commercialization, UC Santa CruzDr. Abousalem provides executive leadership and coordination of UCSC intellectual property management and licensing along with the development of industry alliances and the management of innovation and entrepreneurship support programs. Mohamed has over 25 years of technical and business management experience, including several executive management roles in industry and most recently as the founding CEO of TECTERRA Inc., a nonprofit innovation support organization in Canada. He has a B.S., M.S. and Ph.D. in engineering and an MBA.

BUD COLLIGAN Co-Chair, Monterey Bay Economic Partnership (MBEP) and CEO, South Swell VenturesBud Colligan is Co-Chair of MBEP and Founder/CEO of South Swell Ventures, an early stage venture capital firm focused on technology investments in the Monterey Bay region. Mr. Colligan founded Central Coast Angels in 2013 and is a founding board member of Santa Cruz Works. He is an investor in and advisor to NextSpace, PredPol, PayStand, EdSurge, Water City, InBoard, Farmhouse Culture, Wheelhouse and Tixr. Previously, Mr. Colligan was on the original Macintosh team at Apple, ran Apple’s Higher Education Marketing Group, was Chairman and CEO of Macromedia, and Partner at Accel Partners, a leading venture capital firm, whose investments include Facebook, Dropbox, Kayak, Etsy, Spotify and lynda.com.

Speaker and Moderator BIOSspecial guest KEYNOTE SPEAKER

Christopher Thornberg is Founding Partner of Beacon Economics, LLC and widely considered to be one of the nation’s leading economists. He is also the Director of the Center for Economic Forecasting and Development at the UC Riverside School of Business Administration and an Adjunct Professor at

the School. An expert in economic forecasting, regional economics, labor markets, economic policy, and industry and real estate analysis, he was one of the earliest and most adamant predictors of the

sub-prime mortgage market collapse and of the global economic recession that followed. He also serves on the advisory boards of Paulson & Co. Inc., one of Wall Street’s leading hedge funds, and

of the Los Angeles Area Chamber of Commerce, Southern California’s largest not-for-profit business federation. Dr. Thornberg holds a Ph.D in Business Economics from The Anderson School at UCLA,

and a B.S. degree in Business Administration from the State University of New York at Buffalo. CHRISTOPHER THORNBERG

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JACKIE CRUZ VP, Advancement and Development, Hartnell CollegeJacqueline Cruz was born in Watsonville and raised in Salinas where she has lived all her life. She joined Hartnell College in January 2009 as Director of Development and became Vice President of Advancement and Development in January 2016. She has been part of development efforts that have galvanized over $49 million in financial investments to benefit local youth, women and children. Jackie helped launch the Salinas Valley Health Professions Pathways Partnership, co-founded the Women’s Education Leader-ship Institute and the Women’s Education and Economic Forum, has worked to expand the Agriculture Institute, and increased support for innovation through agriculture and STEM in the Salinas Valley.

ED DURKEE President and CEO, Goodwill Central CoastEd Durkee is the President and CEO of Goodwill Central Coast, a regional social enterprise serving Santa Cruz, Monterey and San Luis Obispo Counties. With more than 600 employees and $30 million in revenue, Goodwill is one of the largest nonprofit organizations on the Central Coast. Ed’s diverse background includes administering the Workforce Investment Act for the State of Indiana, creating affordable housing as the President of a community development corporation in Indianapolis, and creating Prosperity Centers in both Oregon and California. He has worked with four Goodwill affiliates over the last 16 years including Indianapolis, IN, Eugene, OR, and Sacramento, CA where he created in-novative platforms that help families achieve financial stability.

GRISELDA GIL-SOLIS Loan Consultant, Opportunity FundGriselda Gil-Solis is a loan consultant for Opportunity Fund’s Small Business Program. She provides loan consulting services to small business clients in the greater Tri-County area. Griselda has helped her clients maintain and grow their businesses by providing them with easy-to-get, fast and affordable long-term loans. Griselda, who ran her own small notary public business for many years, understands what it’s like to run a small business and leverages that experience when working with her clients. In her spare time, Griselda volunteers for her family’s Gil Basketball Academy in Salinas, California. Gil Basketball Academy’s mission is to support the youth of Salinas to “Shoot for and Reach” their positive goals.

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JESSICA GONZALES Co-Founder and CTO, HeavyConnectJessica Gonzalez is the Co-founder and CTO of HeavyConnect, an agtech startup based in Salinas. Prior to HeavyConnect, she worked at a software consulting company in San Francisco and studied Computer Science at Mills College. A daughter of migrant farmworkers, she is passionate about building an agtech community in the Salinas and Central Valleys.

JUAN GONZALEZ Operations Manager, Lakeside Organic Gardens Juan Gonzalez was born and raised in Watsonville and still resides there with his wife and 2 daughters. He graduated from Watsonville High and San Jose State University. As Operations Manager for Lakeside Organic Gardens, Juan manages the largest family owned grower/shipper of 100% organic vegetables. His love of the outdoors, dedication, and passion for his work inspire him to tackle the challenges that come with overseeing the farming operations of over 45 different crops.

JOHN HARTNETT Founder and CEO, SVG PartnersJohn Hartnett is Founder and CEO of SVG Partners LLC, a Silicon Valley Investment and Advisory firm. He is also Founder and President of the Irish Technology Leadership Group (ITLG), a network of global Irish technology leaders whose focus is to foster the links between Ireland and Silicon Valley in the areas of innovation, investment, education and entrepreneurship. Originally from Limerick, Ireland, Mr. Hartnett has over 25 years of executive level experience leading global sales, marketing, and operations. He has held executive positions at G24 Innovations, Palm Inc., Metacreations, Claris/Apple, Teradata, Digital Equipment and Wang Computers.

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MARGUERITE KUNZE VP, Talent Management and Organization Development, PlantronicsMarguerite is Vice President of Talent Management and Organization Development and is also the HR Business Partner for the Product and Strategy Group for Plantronics. She joined Plantronics one year ago after spending six years as an independent consultant. Prior to that, Marguerite was responsible for Global Talent Management and Acquisition at Kraft Foods and Baxter Healthcare. She started her career as an external consulting working for Towers Perrin and Watson Wyatt. Marguerite has a Ph.D. in Industrial/Organizational Psychology from the Illinois Institute of Technology in Chicago.

LARAE LINDSEY Community Engagement Coordinator, The Bright Futures Education PartnershipLarae Lindsey is a former educator, volunteer coordinator and education advocate. Larae’s expertise includes helping students reach their potential by supporting families of students with special needs or encouraging growth and independence in young women through Girl Scouts. Larae’s role as Community Engagement Coordinator utilizes her knack for organizing groups, planning events and sharing informa-tion. Providing support for Monterey Bay Career Connect as part of the 7 Community Goals allows her to bring both areas of interest together.

MATT HUERTA Housing Program Manager, Monterey Bay Economic Partnership (MBEP)Since October 2016, Matt Huerta has been the Housing Program Manager for MBEP. Matt’s role is to build an advocacy network aimed at increasing the supply of housing opportunities for all residents, to launch and support the Monterey Bay Housing Trust Fund, and to facilitate more employer sponsored housing development. Prior to joining MBEP, Matt spent over 15 years developing hundreds of affordable rental and for sale homes and overseeing high impact nonprofit programming in the South Bay, Central Coast and Sacramento Valley regions. Matt serves on the Boards of the Non-Profit Housing Association of Northern California and California Coalition for Rural Housing. He earned a B.S. in Community and Regional Development from the University of California at Davis where he also served as the President of the Associated Students.

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JACOB MARTINEZ Founder and Executive Director, Digital NESTJacob Martinez is the Founder and Executive Director at the Digital NEST, a nonprofit based in Watsonville that gives youth ages 12-24 the tools and training for futures in tech. Prior to establishing the Digital NEST in 2014, Jacob Martinez spent ten years leading innovative computer-based programs in California schools, with a focus on encouraging Latina girls to enter tech fields. He spoke in 2015 at the first White House Tech Meetup and was named by Tech Crunch as one of 2014’s Top 10 Men in the Country Support-ing Women in Technology. In 2015, Jacob was named the Santa Cruz County Entrepreneur of the Year.

REYNA NAVARRETE Personnel and Recruitment Manager, Tanimura and AntleReyna Navarrete is the Manager of Personnel, Benefits and Recruitment at Tanimura and Antle, a diversified agricultural producer based in Salinas with operations in the Salinas, San Joaquin and Imperial Valleys, Ventura County, and Yuma, Arizona. Reyna was born and raised in Salinas and started her career working in a variety of roles for local nonprofits and for Monterey County. Reyna currently serves on the CHISPA board and has previously served on the Girls Inc. of the Central Coast board, the Neighborhood Grants and LEAD Advisory Committees of the Community Foundation for Monterey County, among others. Reyna earned a Bachelor of Science in Business Administration from the University of the Pacific and a Masters in Public Policy from CSUMB.

STEVEN J. PACKER President and CEO, Montage Health (CHOMP)Dr. Steven Packer was appointed as President/Chief Executive Officer of Montage Health and its related corporation in January 1999. Prior to this appointment Dr. Packer served as Chief of Staff at Community Hospital of the Monterey Peninsula (CHOMP) and was Medical Director of Community Hospital’s Intensive Care Unit for 11 years. He is a graduate of UCSF School of Medicine and also attended the Stanford Executive Program at Stanford’s Graduate School of Business in 1999. In 2012 Dr. Packer served on “Let’s Get Healthy California Task Force”, a group convened by California’s Secretary of Health and Human Services.

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HEATHER PUTNAM Executive Director, Santa Cruz WorksHeather Putnam is the Executive Director of Santa Cruz Works, whose mission is to make Santa Cruz County a great place to start, sustain, and grow a science and technology startup. Her experience spans the technology sector, sustainable supply chains, economic development, and sustainable agriculture. Before Santa Cruz Works, Heather worked in the nonprofit sector as a program manager and research director in environmental and social sustainability initiatives, sustainable food systems and coffee, food security and sovereignty, community economic development, and alternative trade models in East Africa and Latin America.

SABRA REYES Director of Human Resources, Santa Cruz Seaside CompanySabra Reyes is the Director of Human Resources for the Santa Cruz Seaside Company including the Santa Cruz Beach Boardwalk, Boardwalk Bowl, Carousel Beach Inn and Sea and Sand Inn. She is currently responsible for leading all areas of human resources including employment, compensation, benefits, training and employee relations for more than 1,500 seasonal and 200 year-round employees at one of the largest employers in Santa Cruz County. Sabra was previously Human Resources Director for New Leaf Community Markets and the California region of New Seasons Market. She’s a Santa Cruz local and Soquel High School alum, who received a Bachelor’s in business and human resources from Cal Poly, San Luis Obispo.

KATE ROBERTS President, Monterey Bay Economic Partnership (MBEP)Kate Roberts is President of the Monterey Bay Economic Partnership (MBEP). Prior to joining MBEP, Ms. Roberts spent seven years running her own independent management consultancy that helped organizations solidify strategies and accelerate growth. Over her 25 years in the high tech industry Ms. Roberts held leadership positions in sales, marketing, partner management, and corporate social responsibility. She spent a decade at Cisco Systems, Inc. leading strategic initiatives and creating successful partnerships with the United Nations, USAID and other global partners to further tech education and workforce development in the developing world.

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HEIDI SCHRIEFER VP, People and Places, LookerHeidi Schriefer is VP of People and Places at Looker where she leads teams that help Looker reach its aggressive recruiting goals. Heidi also is responsible for creating the HR systems, programs, and processes to deliver an amazing employee experience. Heidi has spent 20+ years in Human Resources in high-tech, biotech, and consumer companies including GE, Sun Microsystems, Clarify, Novo Nordisk and Nike. Her areas of expertise include global HR, talent management, change management, management development, performance management and executive coaching.

KATE TERRELL SVP and Chief Human Resources Officer, Driscoll’sKate joined Driscoll’s in January, 2016 as the Chief Human Resources Officer. Prior, she was Vice President, Human Resources at Whirlpool Corporation. Kate has a unique background spanning across a variety of HR, Talent, Learning, and Change Management, experiences with companies such as Accenture and Limited Brands. Kate currently serves as vice-chairperson for the board of LeaderShape, a non-profit, leadership development organization. Kate received her BA from The Ohio State University. Kate lives in Scotts Valley, CA with her husband and daughter.

KEN WHITING President, Whiting’s Food ConcessionsKen has over 30 years of experience within the amusement parks and attractions industry. As President of his family’s business, his company operates food and beverage concessions at the Santa Cruz Beach Boardwalk, the Kaiser Permanente Arena, and in fairs and festivals throughout California. Through his “WAVES for Success” program, he works with employers providing strategies and solutions to improve workplace productivity and performance, with the younger, next generation of employees, inspiring them to contribute and excel in the workplace.

New America, Western Governors University, the Committee for Economic Development, Common Cause,

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please JOIN US

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Membership fuels our efforts and provides opportunities to advance the agenda and policy issues important to the Monterey Bay region, and to network with peers and elected officials from all over the region.

Why Join MBEP?We catalyze change through focused initiatives: Building a Tech Ecosystem, Workforce Development, and Housing

We advocate for and support the creation and retention of new jobs and businesses which support a sustainable regionWe catalyze organizations that create new regional resources We convene local leaders to drive progress on critical issues

We amplify members’ individual voices We bring people together from all sectors and from all over the region to find solutions at two events each year:

Regional Economic Summit (spring) and the State of the Region Conference (fall)We are the go-to source for aggregated and visualized tri-county data

We use data to create consensus and inform action

We also offer these member benefits: Special member price for our two annual conferences

Invitations to member-only events Annual 1:1 strategy meeting with MBEP leadership

Strategic alignment with e-newsletter content (as applicable) Special project technical assistance

Website, exposure at events and social media engagement

Our conversations today will be enhanced by audience dialogue on Twitter and Facebook. Connect via Wifi and share your insights: Network name: Boardwalk

Please use #ES17 to share your ideas, comments, and questions.

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Platinum Sponsors:

Gold Sponsors:

Silver Sponsors:

in GRATITUDE

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Media Sponsors:

Wine Sponsors:

Marketplace Participants:

MBEP would like to thank our generous sponsors who helped make this event happen:

Chocolate Sponsor:

Speaker Gifts:

Bright Futures Education Collaborative • CSUMB’s Sustainable Hospitality Program • Digital NEST • El Pajaro CDC • FoodWhat?!

Goodwill Central Coast • Institute for Innovation and Economic Development at CSUMB • Opportunity Fund • Rancho Cielo

Santa Cruz Museum of Art & History • Santa Cruz Warriors • Santa Cruz Works • The City of Santa Cruz • Your Future is Our Business

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MBEP supports localBOTANIC AND LUXE. A lifestyle store for dreamers, lovers, and seekers of all things beautiful. At Botanic and Luxe you will find thoughtfully

curated home goods, unique gifts for any occasion and our favorite home accent: plants. They strive to support local

artisans and fair trade organizations whenever possible. MBEP worked with them to customize our beautiful speaker gifts.

Located in downtown Santa Cruz and online at botanicandluxe.com

COMMUNITY PRINTERS, INC. provided all the print services for this conference. Established in 1977 in Santa Cruz, Community Printers serves a wide range of business, educational, governmental and nonprofit organizations with high quality commercial printing. With thirty

employees working two shifts a day, Community Printers is the largest printer in Santa Cruz County. They have a long history of community

involvement, social activism and commitment to environmentally friendly printing, and are a certified Monterey Bay Green Business.

For more information go to: www.comprinters.com

Carrie L. Birkhofer, President and CEO, Bay Federal Credit Union George Blumenthal, UC Santa Cruz’s 10th Chancellor

Bud Colligan, Founder and CEO, South Swell Ventures and Co-Chair, MBEPRay Corpuz, Jr., City Manager, City of Salinas

Larry deGhetaldi, M.D., President, Palo Alto Medical Foundation, Santa CruzEd Durkee, President and CEO, Goodwill Central Coast

Gary Griggs, Distinguished Professor of Earth Sciences and Director, Institute of Marine Sciences, UCSCKen Kannappan, Executive Vice Chairman, Plantronics

Lorri Koster, Chairman and CEO, Mann Packing CompanyMary Ann Leffel, President, Monterey County Business Council

René Mendez, City Manager, Gonzales and Co-Chair, MBEPNanette Mickiewicz, M.D., President, Dominican Hospital

Charles Montoya, City Manager, City of Watsonville Eduardo Ochoa, President, California State University, Monterey Bay

George Ow, Jr., Chairman and CEO, Ow Family PropertiesNina Simon, Executive Director, Santa Cruz Museum of Art and History

Bruce Taylor, Chairman and CEO, Taylor FarmsBarbara Thompson, Senior Vice President, Regional Manager, Commercial Banking, Wells Fargo

Brad van Dam, President and CEO, Marich Confectionewry

MBEP would also like to thank our Board of Directors for their continued engagement and support

in GRATITUDE

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Monterey Bay Economic Partnership | 3180 Imjin Rd. Suite 104B | Marina, CA 93933 | 831.915.2806

SAVE THE DATE! MBEP’s 3rd Annual State of the Region Conference

November 8, 2017 Hyatt Regency Monterery

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