Finance Seminar

Finance Seminar
This is your opportunity to learn more about the complex issues relating to port financial management. Topics will include trends and new approaches in port financing; FASB/GASB updates, state funding of ports; customer bankruptcy; personnel administration; risk management and insurance; impact of environmental issues on port facility financing; capital planning and investment; bond issues; trends in tax exempt financing for ports; innovations in sourcing public port funding; and credit and collections issues.

 Required Program

Click here for a PDF of the draft agenda.


We appreciate the support of our sponsors:

       

Hotel Information:
Andaz Savannah (a Hyatt property)
14 Barnard St. 
Savannah, GA 31401
Phone: (912) 233-2116
Room Rate: $199.00 single/double
Room Block Cut-Off Date: Extended to Thursday, March 29, 2018

***A limited number of hotel rooms have been reserved, so please make your hotel arrangements early.***
When
4/17/2018 - 4/19/2018
Where
Andaz Savannah
14 Barnard St
Savannah, GA 31401

Event Pricing

ItemReg. ClassPrice
Seminar RegistrationMember1025.00
Seminar RegistrationNon Member1200.00

Program

   

Tuesday, 17 April 2018

 
(Grand Studio Foyer)
Time
8:00 AM - 8:30 AM
8:00 AM
Ed McCarthy, Chief Operating Officer, Georgia Ports Authority, and Andrew Palomares, Deputy Executive Director, CFO/CAO, Port of Hueneme/Oxnard Harbor District. (Grand Studio)
Time
8:30 AM - 9:00 AM
8:30 AM
Introduction: Mr. Palomares; Speaker: James R. Brennan, Capstan Consulting, LLC. (Grand Studio)
Time
9:00 AM - 10:30 AM
9:00 AM
(Grand Studio Foyer)
Time
10:30 AM - 10:45 AM
10:30 AM
Join fellow port risk managers for a lively discussion on the various types of claims seen in the port industry and share best practices on how these claims are addressed.  Discussion will include claims related to the cruise industry, bulk and container, hurricane, contractors/construction, cyber, rail, etc.  Speakers include: Chris Ford, Aon Risk Services, Inc., Kevin Drew Malpas, Manager, Alabama State Port Authority, Shannon Feeley, Canaveral Port Authority and Edward McDonald, Port of Portland. (Grand Studio)
Time
10:45 AM - 12:15 PM
10:45 AM
Sponsored by PFM Group. (22 Square Restaurant)
Time
12:15 PM - 1:30 PM
12:15 PM
Hacking Experiences, Prevention and Best Practices. (Grand Studio)
Time
1:15 PM - 2:30 PM
1:15 PM
(Grand Studio Foyer)
Time
2:30 PM - 2:45 PM
2:30 PM
Tenants, Construction and General Discussion. Speakers include: Timothy R. Moorhead, Esq., Wright, Fulford, Moorhead & Brown and Ted Shinkle, GRAY | ROBINSON. (Grand Studio)
Time
2:45 PM - 4:30 PM
2:45 PM
Sponsored by Anderson Kill. (Terrace)
Time
5:30 PM - 6:30 PM
5:30 PM

Wednesday, 18 April 2018

 
(Grand Studio Foyer)
Time
8:30 AM - 9:00 AM
8:30 AM
Resilience is the ability to anticipate, prepare for, and adapt to changing conditions and withstand, respond to, and recover rapidly from disruption. A resilience-based assessment is focused not only on protection but also on recovery, making sure that structures and services are fully restored in an acceptable amount of time. •Co-location Sites •Business Interruptions •Climate Considerations Speakers: Jennifer Ogrodonic, Baird & Associates, Niek Veraart, Louis Berger and Jamie Springer, HR&A Advisors, Inc. (Grand Studio)
Time
9:00 AM - 10:30 AM
9:00 AM
(Grand Studio Foyer)
Time
10:30 AM - 10:45 AM
10:30 AM
Location, location, location! How census tract-based federal designations could mean opportunity, empowerment and real economic development and growth for your port. Speaker: Ruben Duran, Best Best & Krieger. (Grand Studio)
Time
10:45 AM - 12:00 PM
10:45 AM
(22 Square Restaurant)
Time
12:00 PM - 1:30 PM
12:00 PM
Moderator: Mr. Palomares; Speakers: Kevin Archer, Infrastructure, S&P Global Ratings, Emma Griffith, Fitch Ratings, Global Infrastructure & Project Finance and Ira Smelkinson, Morgan Stanley. (Grand Studio)
Time
1:45 PM - 3:00 PM
1:45 PM
(Grand Studio Foyer)
Time
3:00 PM - 3:15 PM
3:00 PM
Speakers:Mary Francoeur, PFM Financial Advisors LLC and John Elliot, Strategic Rail Finance. (Grand Studio)
Time
3:15 PM - 5:00 PM
3:15 PM

Thursday, 19 April 2018

 
Speakers: Blair Garcia, PPM, WSP and Shannon McLeod, WSP. (Grand Studio)
Time
9:00 AM - 9:25 AM
9:00 AM
Speakers: David Miller, The PFM Group and Jase Cabrera, The Build America Bureau, U.S. Department of Transportation. (Grand Studio)
Time
9:25 AM - 10:00 AM
9:25 AM
Speaker: Rodney Oliver, Chief Financial Officer, Virginia Port Authority. (Grand Studio)
Time
10:00 AM - 10:15 AM
10:00 AM
(Grand Studio Foyer)
Time
10:15 AM - 10:30 AM
10:15 AM
Facilitators: Jase Cabrera, Build America Bureau and Shannon McLeod, WSP (Grand Studio)
Time
10:30 AM - 10:45 AM
10:30 AM
(Grand Studio)
Time
10:45 AM - 11:10 AM
10:45 AM
(Grand Studio)
Time
11:10 AM - 11:30 AM
11:10 AM
Time
11:30 AM
11:30 AM

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Attendee Roster

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Mr. Joe AbstonPort of PascagoulaManager, Finance(228) 762-4041jabston@portofpascagoula.comABSTON, JOE18FINANCE
Mr. Chris AldrichMcGriff, Seibels & Williams, Inc.Senior Account Manager(206) 357-8476caldrich@mcgriff.comALDRICH, CHRIS18FINANCE
Ms. Libya AndradePort Authority of JamaicaAssistant Vice President, Financial Accounting(876) 922-0290-8landrade@portjam.comANDRADE, LIBYA18FINANCE
Mr. Kevin ArcherS&P Global - RatingsAssociate, Infrastructure(312) 233-7089kevin.archer@spglobal.comARCHER, KEVIN18FINANCE
Mr. Vincent BartholomewPort of Port Arthur Navigation DistrictTerminal Superintendent(409) 983-2029vince@portpa.comBARTHOLOMEW, VINCENT18FINANCE
Ms. Judy BettisPort of Port Arthur Navigation DistrictDirector of Finance(409) 983-2011Judy@portpa.comBETTIS, JUDY18FINANCE
Mr. Kent BrittonPort Corpus ChristiFinancial Controller(361) 882-5633kbritton@pocca.comBRITTON, KENT18FINANCE
Mr. Jase CabreraU.S. DEPARTMENT OF TRANSPORTATIONFinancial Policy Advisor-The Build America Bureau202-366-8761jase.cabrera@dot.govCABRERA, JASE18FINANCE
Mr. Andrew CameronAmerican Association of Port AuthoritiesCommunications and Membership Assistant(703) 684-5700acameron@aapa-ports.orgCAMERON, ANDREW18FINANCE
Mr. John CarterPort of EverettChief Financial Officer(425) 259-3164johnc@portofeverett.comCARTER, JOHN18FINANCE
Mrs. Judith CartyPort Authority of JamaicaAssistant Vice President, Subsidiaries(876) 922-0290-8jcarty@portjam.comCARTY, JUDITH18FINANCE
Mr. Matthew Clark, PE, CENG, PMPW.F. Baird & AssociatesSenior Project Manager(608) 273-0592mclark@baird.comCLARK, MATTHEW18FINANCE
Mr. John B. CoanPiper JaffrayManaging Director(202) 463-1966john.b.coan@pjc.comCOAN, JOHN18FINANCE
Mr. Piers ComonteGlobal MarineSenior Vice President- Marine Liability Department011-44-207-357-2517piers.comonte@marsh.comCOMONTE, PIERS18FINANCE
Ms. Hope DavidsonPFM Financial AdvisorsSenior Managing Consultant(407) 406-5772davidsonm@pfm.comDAVIDSON, HOPE18FINANCE
Ms. Cynthia DíezCardiso, Ltda.Gerente Traductor Oficial011-506-2280-4373cardisodiez@racsa.co.crDIEZ, CYNTHIA18FINANCE
Mr. Ruben DuranPort of Hueneme/Oxnard Harbor DistrictGeneral Counsel(805) 488-3677ruben.duran@bbklaw.comDURAN, RUBEN18FINANCE
Mr. Ian Duthie    DUTHIE, IAN18FINANCE
Mr. John ElliottStrategic Rail FinanceSenior Vice President jelliott@strategicrail.comELLIOTT, JOHN18FINANCE
Ms. Shannon FeeleyCanaveral Port AuthorityRisk Manager(321) 783-7831 x224sfeeley@portcanaveral.comFEELEY, SHANNON18FINANCE
Mr. Chris Ford, SCLAAon Global Risk Consulting, Property Risk ConsultingChief Operating Officer(212) 441-1000christian.ford@aon.comFORD, CHRIS18FINANCE
Ms. Mary FrancoeurPFM Financial Advisors LLCManaging Director(646) 561-0711francoeurm@pfm.comFRANCOEUR, MARY18FINANCE
Mr. Stephen FryPort Tampa BayVice President of Finance(813) 905-7678sfry@tampaport.comFRY, STEPHEN18FINANCE
Mr. Blair Garcia, PPMWSPV.P., U.S. Director - Maritime Div.(757) 466-9671blair.garcia@wsp.comGARCIA, BLAIR18FINANCE
Mr. Stephen W. GlusmanPort of Greater Baton RougeDirector of Corporate and Legal Affairs(225) 342-1660glusmans@portgbr.comGLUSMAN, STEPHEN18FINANCE
Mr. Ross GonzalesSt. Bernard Port, Harbor & Terminal DistrictDirector of Administration/Planning(504) 277-8418rgonzales@stbernardport.comGONZALES, ROSS18FINANCE
Ms. Emma GriffithFitch RatingsDirector(212) 908-9124emma.griffith@fitchratings.comGRIFFITH, EMMA18FINANCE
Mr. Daniel HealyAnderson KillPartner(202)416-6547dhealy@andersonkill.comHEALY, DANIEL18FINANCE
Mr. Drew Heaphy, PPMSt. Bernard Port, Harbor & Terminal DistrictExecutive Director(504) 277-8418dheaphy@stbernardport.comHEAPHY, DREW18FINANCE
Ms. Cindi J. Heffernan, CPCUMcGriff, Seibels & Williams, Inc.Vice President(206) 877-0893cheffernan@mcgriff.comHEFFERNAN, CINDI18FINANCE
Mr. Jorge HernándezPort EvergladesDirector of Business Administation(954) 468-3501jorhernandez@broward.orgHERNANDEZ, JORGE18FINANCE
Ms. Tina Yi Hsuan HuMott MacDonald (215) 917-6941tina.hu@mottmac.comHU, TINA18FINANCE
Mr. Donovan G. HutchinsonPort Authority of the Cayman IslandsAccountant(345)926-6941dhutchinson@caymanport.comHUTCHINSON, DONOVAN18FINANCE
Mr. Sam JoumblatPort of Long BeachManaging Director of Finance and Administration(562) 437-0041sam.joumblat@polb.comJOUMBLAT, SAM18FINANCE
Mr. Henry W. JuanSeabury Maritime PFRA LLCManaging Director hjuan@seaburysecurities.comJUAN, HENRY18FINANCE
Mr. Alherd KazuraNorth Carolina State Ports AuthorityChief Financial Officer(910) 343-6200alherd.kazura@ncports.comKAZURA, ALHERD18FINANCE
Mr. Walter H. Kemmsies, Ph.D.JLL Ports Airports & Global InfrastructureManaging Director, Economist & Chief Strategist(443) 451-2607walter.kemmsies@am.jll.comKEMMSIES, WALTER18FINANCE
Mr. Kevin Drew MalpasAlabama State Port AuthorityManager, Risk Management(251) 441-7200kmalpas@asdd.comMALPAS, KEVIN18FINANCE
Mr. Victor MartinezMatagorda County Navigation District #1 - Port of PalaciosPort Director(361) 972-5556vmartinez@portofpalacios.comMARTINEZ, VICTOR18FINANCE
Mr. Titus MasseyThe Port Authority of New York & New JerseyManager, Port Commerce Dept, Fin. Services(212) 435-4277tmassey@panynj.govMASSEY, TITUS18FINANCE
Mr. Paul MatthewsPlaquemines Port, Harbor and Terminal DistrictDeputy Port Director(504) 682-7920pmatthews@pphtd.comMATTHEWS, PAUL18FINANCE
Mr. Edward McCarthyGeorgia Ports AuthorityChief Operating Officer(912) 964-3811emccarthy@gaports.comMCCARTHY, EDWARD18FINANCE
Edward K. McDonaldPort of PortlandRisk Director(503) 415-6000edward.mcdonald@portofportland.comMCDONALD, EDWARD18FINANCE
Mrs. Elizabeth M. McLeanRaymond JamesSales Manager(901) 579-4937betsy.mclean@raymondjames.comMCLEAN, ELIZABETH18FINANCE
Ms. Shannon McLeodWSPSenior Planner - Maritime Division(757) 459-4708Shannon.mcleod@wsp.comMCLEOD, SHANNON18FINANCE
Mr. David MillerThe PFM GroupManaging Director(407) 648-2208 x.5752millerd@pfm.comMILLER, DAVID18FINANCE
Mr. Jonathan MontbachSeabury Maritime PFRA LLCSenior Vice President, Head of Maritime Specialty Finance(646)277-7562jmontbach@seaburysecurities.comMONTBACH, JONATHAN18FINANCE
Mr. Timothy R. Moorhead, Esq.Wright, Fulford, Moorhead & Brown, P.A.  tmoorhead@wfmblaw.comMOORHEAD, TIMOTHY18FINANCE
Ms. Veronica MordanAnderson KillDirector, Marketing Services(212) 278-1799rmordan@andersonkill.comMORDAN, VERONICA18FINANCE
Mr. David MorrisonPort of TacomaDirector, Financial Planning and Treasury(253) 428-8661dmorrison@portoftacoma.comMORRISON, DAVID18FINANCE