Port Finance Seminar April 8-10, 2014 New Orleans Marriott ◆ New Orleans, LA (Business casual attire) Tuesday, April 8 7:30 – 8:30 a.m. Registration and Continental Breakfast 8:30 – 8:45 a.m. Welcome and Opening Remarks Kurt J. Nagle President Jeff L. Strader, CPA American Association of Chief Financial Officer Port Authorities Port Freeport Alexandria, VA Chairman, AAPA Port Finance Committee Gary LaGrange PPM President & CEO Port of New Orleans 8:45 – 10:15 a.m. Session 1: Economic Update Moderator: Speakers: Richert L. Self Peter Ricchiuti Director of Administration & Finance Burkenroad Reports Lake Charles Harbor and Terminal A.B.Freeman School of Business District Tulane University New Orleans, LA Sirous Thampi Technical Consultant II WorleyParsons Orange County, CA 10:15 – 10:30 a.m. Break 10:30 a.m. – Noon Session 2: Capital Market Update, Part 1 Moderator: Mr. Strader Speakers: Angela M. Kukoda Ira Smelkinson S. Vice President Executive Director First Southwest Company Morgan Stanley Dallas, Texas New York, NY Shaun Toups Government Consultants Inc. Baton Rouge, LA Noon – 1:30 p.m. Lunch AAPA Port Finance Seminar Page 2 April 8-10, 2014 . New Orleans, LA Tuesday, April 8 ( continued) 1:30 – 2:45 p.m. Session 3: Latin American Update: Innovation Moderator: Speakers: Sra. María Natalia Urriza, PPM Luisa Aarón Supervisora Administrativa Chief Financial Officer Consorcio de Gestión del Puerto de Sociedad Portuaria de Santa Marta S.A. Bahía Blanca COLOMBIA ARGENTINA Walter H. Kemmsies, Ph.D. Chief Economist Moffatt & Nichol New York, NY 2:45 – 3:00 p.m. Break 3:00 – 4:00 p.m. Session 4: GASB/FASB Moderator: Janet Chilcott Director of Finance North Carolina State Ports Authority Speakers: Albert J. Richard Postlethwaite & Netterville New Orleans, LA 4:00 – 5:00 p.m. Capital Market Update, Part 2 Moderator: Mr. Strader Speakers: Robert M. Searson David Moffett Senior Vice President Public Finance BB&T Capital Markets – Jefferies LLC Corporate Banking Atlanta Georgia Winston Salem, NC Evening Welcome Reception Sponsored by: Port of New Orleans Wednesday, April 9 8:00 – 8:30 a.m. Continental Breakfast 8:30 – 9:45 a.m. Session 5: Insurance Archeology Moderator: Speaker: Andrew Palomares Sheila Mulrennan Chief Finance & Administration Officer President Port of Hueneme/Oxnard Harbor District Insurance Archaeology Group New York, NY AAPA Port Finance Seminar Page 3 April 8-10, 2014 . New Orleans, LA Wednesday, April 9 (continued) 9:45 – 10:00 a.m. Break 10:00 – 11:30 a.m. Session 6: Cyber Security/Liability Moderator: Mike Macaluso Chief Financial Officer Port Tampa Bay Speakers: Bradley Hayes Cindi J. Heffernan, CPCU Director, Congressional and McGriff, Seibels & Williams/BB&T Public Affairs Seattle, WA U.S. Chamber of Commerce Washington, D.C. Corey G. Harris Special Agent FBI New Orleans, LA 11:30 a.m. – Lunch 1:00 p.m. 1:00 – 2:30 p.m. Session 7: Public/Private Partnerships Moderator: Parul Shukla Director of Finance & Administration Port of Wilmington, Delaware – Diamond State Port Corporation Speaker: David Miller Jeffrey D. Holt Managing Director Managing Director The PFM Group BMO Capital Markets Orlando, FL Huntsville, UT Steve A. Steckler Chairman IMG Rebel Group Bethesda, MD 2:30 – 2:45 p.m. Break 2:45 – 4:00 p.m. Session 8: Affordable Healthcare Moderator: Misty Baker Brent R. Leslie Director of Life & Health Insurance Chief Financial Officer Information Cleveland-Cuyahoga County Independent Insurance Agents of Texas Port Authority Austin TX Speakers: Raymond J. King Brandei Burridge, LHIC, CBC, SGS Senior Account Executive TDECU Insurance Agency LLC Colonial Life Lake Jackson, TX Atlanta, GA AAPA Port Finance Seminar Page 4 April 8-10, 2014 . New Orleans, LA Thursday, April 10 8:00 – 8:30 a.m. Continental Breakfast 8:30 – 10:00 a.m. Session 9: Human Resources Moderator: Rodger Rees Chief Financial Officer Canaveral Port Authority Speakers: Grant Writing Succession Planning Sahar Shirazi Ron Magnus Policy Analyst and Managing Director TIGER Team Leader FMI Corporation Office of the Secretary – Policy Denver, CO US Department of Transportation Washington, DC 10:00 – 10:15 a.m. Break 10:15 – 11:30 a.m. Session 10: New Markets Tax Credits Moderator: Andrew Palomares Chief Finance & Administration Officer Port of Hueneme/Oxnard Harbor District Speakers: J. Alberto Lemus José Ometeotl Senior Vice President Principal Consultant Lowe Enterprises Willdan Financial Services Los Angeles, CA Los Angeles, CA Ruben Duran Partner Burke, Williams, & Sorensen, LLP Los Angeles, CA .