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10/7/2016

11:59 AM

June 6th & 7th, 2016

Disneyland

Disney’s Grand Californian Hotel & Spa

Anaheim, CA

Tenth Annual

Native American

Economic Development

Conference

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10/7/2016

11:59 AM

Monday, June 6th

Registration & Continental Breakfast in Sequoia Ballroom D-H 7:30 — 8:30am

8:30 — 9:00am

What is the economy telling us now?

How will the outcome of the Presidential election effect the economy.

U.S. equity market, where is it going?

What is the strength of the U.S. dollar and how does it effect our trade balance with other countries?

Energy market/fossil fuel, is this the new norm? OPEC Update.

Why $35 a barrel for oil is not good for the economy. Does this indicate the global economy’s health has started to fail?

Consumer debt, student loans: what is too big to fail next? What should tribes as investors be on the lookout for now?

Keynote: “Too Big to Fail” An Update on the U.S. Economy-Sequoia Ballroom A-C

Welcoming Remarks in Sequoia Ballroom A-C

Justin O’Connor President Native Nation Events

Conference Chairmen Remarks

Mike Lettig National Executive, Native American Financial Services & Agribusiness KeyBank

9:00 — 9:30am

Keynote Address:

Philip M. Cahill Chief Executive Officer Mohegan Holding Company, LLC.

Russell Begaye President Navajo Nation

Brian Pennington Partner GoldenTree Asset Management

Bernard Machlovitch Private Wealth Advisor Native American Investment Group Morgan Stanley Private Wealth Management

Introduction By:

Kathy Sutherland Partner & Executive Committee Member GoldenTree Asset Management

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10/7/2016

11:59 AM

Morning Break in Sequoia Ballroom D-H

Monday, June 6th

10:15 — 10:45am

10:45 — 11:45am How have Risk Management Issues Been Addressed to Help Your Tribe Protect Itself during the Construction Phase of the Project and Beyond? Sequoia Ballroom A-C

This panel will clearly establish each party’s responsibilities and set a timeline for the order in which the professionals are needed.

We will hear from experienced professionals on the best course of action on how to handle disputes during construction as well as how to protect your files for potential post-construction disputes.

What is the importance of both a third party review of the construction documents and inspections during the construction process?

What is the role of a risk manager and how does a risk manager assist you during the construction phase of your tribal economic development project?

It is important to understand the various types of insurance available and who is liable for what. Make sure you take the time to have a comprehensive insurance program tailored specifically to your unique needs.

There is no better protection for your business than accurate, comprehensive insurance coverage and knowing what needs to be in place, and by whom from the start of the project.

9:30 — 10:15am The Science of Success: Economic Development in Action at the Human Level Sequoia Ballroom A-C

At the core of any development, whether it be housing or economic, the interaction between the people who work together to bring about change and growth. Increasing the quality of economic well-being within Indi-an Country does not happen in a vacuum. Critical to working successfully in collaboration is a deep under-standing of the science of individual and group success and how it brings about economic growth. This inter-active discussion will include: The role of personal leadership and self-development in calling forth economic growth. Collaboration and conflict resolution strategies that help groups to focus on real issues that matter to the

community. The Science of Success: What actually causes growth and change and how it’s not what you think. Operating for the good of others vs. operating from personal agendas: The struggle and how to overcome

it.

Stephanie Licata, M.A., A.C.C. Managing Director of Training and Business Development Native Nation Events’—Leadership Solutions Group

Presenter:

Moderator:

Michael A. Hearn Attorney Law Office of Michael A. Hearn

Eric Ramos Senior Vice President Native American Risk & Insurance Wells Fargo Insurance Services

Jack Diehl President Diehl Group Architects

Greg Gross Vice President Construction Practice Willis Towers Watson

Presenters:

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10/7/2016

11:59 AM

Monday, June 6th

11:45 — 12:45pm Success: The Mohegan Holding Company Story: Developing Non-Gaming Investments, Business and Opportunity-Sequoia Ballroom A-C

Presenters:

Elliott Schiffer Senior Director of Business Development Smashburger

Philip Capozzi Vice President Jersey Mike’s

12:45 — 1:45pm Lunch in Sequoia Ballroom D-H

The Mohegan Holding Company is currently operating franchise restaurants, sustainable energy resources, manufacturing and office digital solutions business All of which provide sustainable, non-gaming revenue and opportunity to their tribal membership. Come hear their story and gain insight from their lessons learned. Complimentary and consistent revenue streams beyond traditional business. Hear first hand how these

businesses have been created. What is the ideal corporate structure for the various separate entities. What is the purpose for

establishing separate entities? What is the day to day operational role for tribal government in the diversification process. Future plans; Mohegan Holding Company and how they share the vision internally. “51” food franchise restaurants; why these brands what is so attractive. Lessons from those doing it now. This is scalable for your community.

Philip M. Cahill Chief Executive Officer Mohegan Holding Company, LLC.

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10/7/2016

11:59 AM

Monday, June 6th

1:45 — 3:00pm

The importance of income diversification to preserve wealth and job creation for future generations. How the formation of an economic development corporation, separate from Government allows clear

focus to be on profitability and sustainable economic development for tribal enterprises. The importance of remaining sovereign and self-sufficient & how this can be accomplished while

growing a business. Understanding the various advantages that can be afforded to tribal owned enterprises in the form of

loans, grants, government contracts and classification. Hear stories from tribal enterprises who have been successful in hospitality, printing, marketing,

construction management, IT, manufacturing, personnel services, telecommunications, healthcare, waste management as well as security and defense industries.

How have these business leaders kept tribal members informed and what are the benefits? We will hear what the optimum legal structure should be to protect the tribe and its business.

Economic Development Corporations & Tribal Enterprises that can “Talk the Talk”: Tribal Success Stories that go Beyond Gaming- Sequoia Ballroom A-C

Moderator:

Debbie Atuk Consultant Environmental Attributes Advisors LLC

Presenters:

Kip Ritchie President Greenfire Management Services LLC Potawatomi Business Development Corporation

Joe Nayquonabe, Jr. Chief Executive Officer Mille Lacs Corporate Ventures Commissioner of Corporate Affairs Mille Lacs Band of Ojibwe

Russell Steele Chief Executive Officer Port Madison Enterprises

Jay Calhoun Director of Strategic Investments Cherokee Nation Businesses

Townsend Hyatt Partner Orrick, Herrington & Sutcliffe LLC

3:00 — 3:15pm Afternoon Break in Sequoia Ballroom D-H

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10/7/2016

11:59 AM Monday, June 6th

3:15 — 4:15pm Building a Sustainable Economy:

The Navajo Nation Case Study on “Glittering Mountain”

Sequoia Ballroom A-C

Master planned sustainable community on 70 acres.

Economic hub includes retail, entertainment and office space.

Working together with inter-governmental agencies/corporations for the good of the nation.

Creation of 370 housing units.

The unique way this project is being financed.

Targeted focus on revenue and job creation for Navajo Nation members.

What role does The Twin Arrows Resort play in the successful execution of this project: is this a model other gaming tribes should incorporate into their business plan?

Vision, timeline, management and future projects this has spurred.

Presenters:

Derrick Watchman Chief Executive Officer Navajo Nation Gaming Enterprise

James Klas Founder & Principal KlasRobinson, Q.E.D.

Crystal Deschinny Division Director Navajo Nation Division of Economic Development

Mary West Executive Director of Development Navajo Nation Gaming Enterprise

Mike Lettig National Executive, Native American Financial Services & Agribusiness KeyBank

Moderator:

Nathan Begay Chief Executive Officer Navajo Nation Shopping Centers

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10/7/2016

11:59 AM

Cannabis in Indian Country: Navigating the Current Political Landscape and Business Growth Potential, Including Financing & Energy Efficiency Sequoia Ballroom A-C

Success stories of tribes entered into the industry; distribution vs. growing vs. retail.

Why some tribes have failed and how you can avoid pitfalls.

How to effectively deal with local utilities, energy guidelines and other regulators.

What both Federal and State elections in November can mean for the marijuana industry.

The outlook for California tribes if recreational marijuana passes in November.

As states legalize recreational marijuana, what are the future business implications for tribes to be successful?

The importance of developing Government to Government collaborative relationships: Working effectively at the municipal, state, and Federal Government level.

How can the potential boom in Canada affect the appetite for private investment in the United States?

Presenters:

Dave Vialpando Executive Director Tribal Cannabis Regulatory Agency Iipay Nation of Santa Ysabel

Rion Ramirez General Counsel Port Madison Enterprises

Monday, June 6th

4:15 — 5:15pm

5:15pm Monday’s Sessions Conclude

David Chelette Vice Chairman Santa Ysabel Tribal Business Development Corporation President Tribal Business Advisors

Moderator:

Randy Mortensen Vice President of Agriculture & Grow Technology Lighting Science Group

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10/7/2016

11:59 AM Tuesday, June 7th

Best Practices for Preserving Sovereign Immunity in Business Transactions Sequoia Ballroom A-C

Understanding the legal ramifications when entering into contractual relationships between sovereign nations and private business enterprises.

Identifying the optimal business structure to maximize revenue while protecting your interests.

Optimal contract language for your enterprise.

An in-depth analysis of the value/cost of sovereignty and its impact on potential profitability.

Negotiation and relationship development strategies for success.

Sovereign Immunity—a game changer in contract negotiations.

Does Sovereign Immunity effect construction contracts?

How can a limited waiver of Sovereign Immunity be helpful?

8:30 — 10:00am

7:30 — 8:30am

Morning Break in Sequoia Ballroom D-H 10:00 — 10:30am

Presenters:

Fred L. Schubkegel Partner Varnum

Troy Clay (Pokagon Band) President & CEO Mno-Bmadsen

Professor Robert J. Miller (Eastern Shawnee) Sandra Day O’Connor College of Law at Arizona State University Faculty Director Rosette LLP American Indian Economic Development Program

Dr. Gavin Clarkson Associate Professor New Mexico State University Department of Finance

Michael A. Hearn Attorney Law Office of Michael A. Hearn

Registration & Continental Breakfast in Sequoia Ballroom D-H

Moderator:

Tuari Bigknife Chief Legal Officer Viejas Enterprises

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10/7/2016

11:59 AM

Tuesday, June 7th

Moderator:

Accessing the Municipal Bond Market for Tribal Debt Issuances Sequoia Ballroom A-C

Taxable vs. tax exempt financing: understanding the differences and the benefits for effective project planning.

Structural components needed for a successful issuance: developing a proactive plan to gather and present data effectively.

Compare and contrast a bond deal vs. traditional bank balance sheet financing- structural differences defined.

Credit rating: Understanding requirements, process and how a strong credit rating can allow tribes to diversify their financing options at attractive costs.

Legal implications when entering into the capital market from a variety of instruments such as bank loans, taxable or tax-exempt bonds, high yield notes and more.

How can tribal economic bonds be a source of funding for tribes and housing developments? What are the limitations as far as rental projects, single family income limitations etc..?

What are the advantages of bonds as a borrowing device for housing projects vs, any other government essential service project? What are the program limitations?

In the past years we have heard of the incredible complexity of deals such as the $25 million Fort Apache Arizona financing to build 250 homes. How have current financings been structured so other tribes can easily replicate this model?

10:30 — 11:30am

Presenters:

Geoff Urbina Managing Director Western Regional Manager KeyBanc Capital Markets Inc.

Patrick A. Ray Managing Partner Kutak Rock LLP

Dr. Gavin Clarkson Associate Professor New Mexico State University Department of Finance

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10/7/2016

11:59 AM

Tuesday, June 7th

12:30 — 1:30pm Lunch in Sequoia Ballroom D-H

Tribal Governments Levying Taxes to Generate Revenue Sequoia Ballroom A-C

11:30 — 12:30pm

Tax revenue is essential to provide government essential services. Creating a tribal tax code, commission and implementation. Creating a tax model that does not conflict with state or local compacts. How tribal communities vs. State and local Governments lack rarity when it comes to taxation because of

land into trust issues, high unemployment and higher than average poverty on the trust land making its tax base minimal.

Tribes successfully taxing retail sales, food and beverage, fuel, occupancy and tobacco. Gaming tribes levying taxes on patrons at bars, restaurants, sales, etc. What other taxable streams exist that tribes need to be taking advantage of? Overview of the Office of the Special Trustee for American Indians and tax concerns affecting trust funds

held by tribes and individual Indians.

Moderator:

Presenters:

Sharon Swepston Tax Administrator Cherokee Nation of Oklahoma

Robert J. Winter, CPA Acting Deputy Special Trustee - Trust Services U.S. Department of the Interior

Kathleen Nilles Partner Holland & Knight LLC

James Klas Founder & Principal KlasRobinson, Q.E.D.

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10/7/2016

11:59 AM Tuesday, June 7th

Tribal Success Stories in the Energy Markets: Creating Energy Independence, Economic Diversification, Sustainability and Maintaining Sovereignty Sequoia Ballroom A-C

From conception to implementation to ribbon-cutting, understanding the process. Identifying the project and scope best suited for your tribe. Success stories involving wind, solar, biomass, coal and oil. What this success has meant for your tribes. Realizing cost savings and sustainability associated with energy projects. Why education on energy matters for tribal leadership is critical to the success of these projects. How these projects create jobs while simultaneously reducing a tribe’s utility costs. Critical implications of sovereignty.

Presenters:

Fred Fox Tribal Council Representative Three Affiliated Tribes-MHA Nation

Donna Marie Noel Natural Resources Director Pyramid Lake Paiute Tribe

Gordon Planes Chief T’Sou-ke Nation

Moderator:

Travis Hammond Project Engineer Lead TDX Power

1:30 — 2:45pm

Honorable LoRenzo Bates Speaker 23rd Navajo Nation Council

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10/7/2016

11:59 AM

3:45pm Tuesday’s Sessions Conclude

3:45pm EXHIBITOR RAFFLE DRAWING Followed by ***GRAND PRIZE DRAWING*** Sequoia Ballroom A-C

Winner will receive One Free Conference Registration to a future Conference or Training, good through June

30, 2017 and a $100 gift card.

***Winner must be Present to win***

Tuesday, June 7th

We Sincerely Appreciate Your Attendance and Look Forward To Reading Your Feedback!

Safe Travels Home!

Robert Tom Chairman Moapa Band of Paiutes

John Lewis Chairman of the Board of Directors Gila River Indian Community Utility Authority

Presenters:

Moderator:

Laura Abram Director of Public Affairs First Solar, Inc.

2:45 — 3:45pm Key Criteria and Benefits of Developing Utility Scale Solar Projects on Tribal Lands Sequoia Ballroom A-C

Provides unique economic development opportunity demonstrating value of the land. Generates substantial lease revenues for tribes over project lifetime without impacting future land use

potential. Creates construction and operations jobs for qualified tribal members. Utilizes tribal services during construction. Supports tribal community and educational programs. Tribal lands sitting criteria include: lots of sun, open, flat land, access to nearby transmission to serve key

markets, avoidance and minimization of environmental and cultural impacts.