2018 Speakers

Would You like to be a Speaker? Call us and tell us how you can help SoCal... 213-797-4300 x7

CA Senator Ben Allen

CA Select Committee on Defense and Aerospace - Vice Chair

On November 4, 2014, California State Senator Ben Allen was overwhelmingly elected to represent the 26th Senate District, which consists of the Westside and coastal South Bay communities of Los Angeles County stretching from Santa Monica to the Palos Verdes Peninsula. Senator Allen serves as vice-chair of the Senate Select Committee on Defense and Aerospace, and is chair of the Education Committee and the legislature's Joint Committee on the Arts. Senator Allen hosted an aerospace hearing earlier this year in El Segundo which focused on higher education’s role in preparing engineers for the aerospace industry.

Senator Allen is a native of Santa Monica, a former board member, and former Board President of the Santa Monica-Malibu Unified School District. He helped lead the negotiations for the District with the City of Santa Monica that increased and stabilized City funding for the schools, and has supported efforts to ensure that the District provides all students with high-quality educational opportunities regardless of their background or means. He and his wife, Melanie, are expecting a baby this October.

September 25th 2018 - Golf Classic at Los Verdes Sept. 26-27, 2018 Conference at the Long Beach Convention Center

Our Sponsors

Keynote Speakers: Wednesday & Thursday September 25th-26th 2018

Keynote 1 Speaker : Former CA State Assembly Member David Hadley

Former State Assembly Member Hadley is the current Vice-Chair of CA Republican Party and will bring his insight to what may seem obvious at first: Aerospace is at the intersection of California's two economies - so why is aerospace simultaneously both vibrant and challenged in CA, depending on your market...?

He will share some personal experience and discuss the challenges that we all share and what we can do to support Aerospace.

Below please find some of our speakers this year (more to come) that will bring lots of updated news and important information regarding where the Commercial AND Military Aviation is going.

Jeremiah Gertler, Military Aviation Specialist, Congressional Research Service

Keynote 2 & 3 Speaker

J.J. Gertler, Congress’s military aviation analyst, will bring us up to date on the war — the budget war in Washington, and what it means for aerospace procurement now and in the years to come. Whether you’re interested in fighters, helicopters, unmanned aircraft, or planes you can’t talk about, this session will give insights into what Capitol Hill and the Pentagon have in mind.

 

Keynote #2: Current budgets getting approved 

Keynote #3: Future budgets out 30 years, including NEW programs and who are likely building them... 

Both of these are most important to knowing how to budget your R&D and what programs to pursue, from who and when...

A veteran of defense policy analysis since 1984, Jeremiah Gertler became the military aviation analyst for the Congressional Research Service, Congress’s in-house think tank, in 2009. He writes and maintains reports on major military aviation programs (manned and unmanned, all services); briefs members and staff on all related policy, budget, technical, and other matters; and testifies before Congressional committees. This is his third Capitol Hill billet; he oversaw the defense procurement budget, missile defense, and other matters on the professional staff of the House Committee on Armed Services for the FY2000 through 2005 budgets, and earlier served as military legislative assistant to a member of the Senate Armed Services Committee. Prior to coming to CRS, Gertler established a defense policy and analysis center for the Aerospace Industries Association. As senior fellow at the Center for Strategic & International Studies, he was principal author or co-author of major reports on Department of Defense reform and missile defense, and initiated studies on reserve component roles and missions, systems acquisition, military logistics, and Special Forces aviation. Gertler was extensively involved in the 1997 Quadrennial Defense Review while in the Office of the Secretary of Defense. He was senior analyst for the Defense Base Closure and Realignment Commission during its 1995 round, and began his career in 1984 as a national security analyst with the RAND Corporation. He is a graduate of Amherst College, the Elliott School of International Affairs at The George Washington University, and the United States Naval War College. An award-winning writer, Gertler’s commentaries have appeared in Defense News, Naval Institute Proceedings, Air Force magazine, and the Washington Post, among others, and on national television and radio. He has also written many speeches, op-eds, and other public policy statements for members of Congress and Administration officials, and is principal author of a popular book explaining the defense establishment for laypeople.

Roger Marszalek, Mitsubishi Aircraft Corporation of America

Keynote 4 Speaker

Roger Marszalek joined Mitsubishi Aircraft Corporation America, Inc. in May 2017. He is responsible for Airline Marketing in the Americas and based in Dallas, Texas.

Mr. Marszalek began his aviation career over nine years ago at Bombardier Aerospace in Toronto, Canada, where he has held roles progressively in Business Planning and Airline Marketing.

Mr. Marszalek holds a Bachelor’s Degree in Aerospace Engineering and a Master of Business Administration, both from Ryerson University in Toronto, Canada.

Mitsubishi Aircraft Corporation commenced operation in April 2008, after the Mitsubishi Regional Jet (MRJ) program-launch announcement in March 2008. The MRJ is a next-generation regional jet developed by Mitsubishi Aircraft based on technology cultivated by its parent company, Mitsubishi Heavy Industries, Ltd. (MHI). MHI has over 130 years of experience designing and engineering hundreds of products; a huge technological advantage when building a clean-sheet, next-generation regional jet. The MRJ is the world's newest, most technologically advanced and efficient regional jet, setting new standards in passenger comfort, fuel burn, and cost of operation. The MRJ is poised to take a leadership role in the future of regional aviation.

Judy Bradt, CEO Summit Insight

The Three R’s of Federal Business Development

 

You want to grow your Federal business, but you’re struggling with where to focus. Do you know how to pinpoint your best Federal prospects? Are you good at finding the individual players you need to call on at all the layers of those buying offices? Successful Federal contractors all do three things, whether they play as primes, subs, or both. Now, you can, too. Join us to learn what the steps are. You’ll discover powerful, simple, FREE, tools and processes you can start using today to increase your win rate…and bring home more profit at the end of the day.

 

Includes "Five Federal Lead Sources You Need To Know": learn how to find, woo, and win your next Federal buyers! Join us for everything you need to get FY19 off to a strong start. Competitive intelligence to get ahead of the next RFP. Pinpoint the buyer before your competition does. Meet all the right people…first. Find out who they like to work with and how they like to do business. And make it easy for them to choose you.  You’ll discover five sources of Federal leads, the clues you need, and how to turn that data into opportunities you can win. The data sources we’ll explore are all free.

Bid or No-Bid? Ten Things You REALLY Want To Know First!

 

You've just found the "perfect" opportunity on www.fbo.gov

, or someone sent you an RFP notice in your email today! (Okay, the lead time is a little short, but, boy, this is right up your alley.) Or that opportunity you've been circling, waiting for, has finally shown.  

Sound familiar? Tired of losing sleep – and money – bidding work you wish you’d won?  Now, get the whole story, and write a new ending. Join us to learn how to make better bid decisions, and what to do next. 

 

You'll learn: 

Ten signs that can tell you whether the buyer has you in mind (or not)
Options when you realize you're behind the game 
Steps to smarter bid / no-bid decisions 
How to tell when a modest losing effort will hurt or help you. 

The one thing you MUST do after every bid, win OR lose

Judy Bradt, Summit Insight's founder, brings you 30 years' experience working with more than 7,000 clients across diverse industries who credit her expertise in achieving wins worth in total over $300 million dollars.

Business strategy has always been her professional passion, beginning in 1984 at IBM Canada. In 1988, when she switched to the public sector, she became the top expert on U.S. government contracts for the Canadian Embassy in Washington DC. While there, she also created and led teams to launch international award-winning initiatives that brought millions of dollars of new business to American and Canadian women entrepreneurs.

Judy returned to the private sector to found Summit Insight in 2003. She leads a team of consultants, subject matter experts and referral partners to serve clients who want to grow their federal business.

Connie Scotti, International Tax Sr Manager, Moss Adams

Simplifying the New Tax Code... What it means for us and how to take advantage of it...

 

Connie has practiced public accounting since 2008. She serves as an integrated international business advisor to multinational companies and individuals, providing advice on tax implications and planning opportunities for their international business ventures. Connie provides comprehensive tax planning related to US owners of foreign assets, income tax treaties, branch profits tax, classification, withholding and documentation obligations, and location of holding companies for intellectual property. She coordinates US information returns pertaining to foreign withholding, transactions with foreign related parties, foreign bank accounts, and US ownership of foreign corporations and partnerships.

Connie advises clients on the new international areas of legislation resulting from the Tax Cuts and Jobs Act including the transition toll tax, global intangible low taxed income (GILTI) provisions that apply to controlled foreign corporations, foreign-derived intangible income (FDII) as it relates to intangible property, and base erosion anti-abuse tax interest limitations under IRC 163 and the hybrid payment rules.

Jim Chevalier, CPA, Moss Adams, Partner

Mr. Chevalier began his public accounting career in 1990, including 15 years at a Big 4 firm, and has focused on providing tax consulting services to middle market companies and closely-held businesses in the consumer and industrial products industries. His specialized tax skills and knowledge in industry issues also include effective tax rate management and minimization and transactional tax planning for companies across the aerospace, manufacturing and distribution sectors. Jim’s experience involves all aspects of business and executive tax advisory services, including development and implementation of corporate tax strategies, business entity structuring and succession, and tax planning for shareholders and executives.

Education
BS, bachelor of business administration, University of Michigan

Robert Chiswick, Director of Subcontracts and Procurement for C4ISR Systems, BAE

What is expected performance by the primes... and the never ending cost reduction needs... as well as how to do business with BAE...

Robert Chiswick serves as Director of Subcontracts and Procurement within the Command, Control, Communications, Computers, Intelligence, Surveillance & Reconnaissance (C4ISR) Systems business area of BAE Systems, an international defense, aerospace and security company. In his current role, Robert and his team procures products and services in support of the C4ISR Systems Business Area.  C4ISR Systems provides electronic products and innovative technical solutions from the depths of the ocean to outer space and everywhere in between

Robert joined BAE Systems in 2005 and has held a variety of roles in engineering, finance, program management, and Supply Chain focused on Geospatial Intelligence and ISR systems. Prior to his latest assignment, he was the Deputy to the Vice President and General Manager of the company’s former GEOINT-ISR business area, which provides geospatial software and solutions to the U.S. Department of Defense as well as to intelligence, civil, and local agencies and commercial companies.

Robert graduated from San Diego State University with a degree in Computer Science. He is also a former U.S. Marine Corps Reservist, having served nine years during which he was activated twice in support of Operation Iraqi Freedom and Operation Enduring Freedom.

Scott Jones, Program Management Subcontract Director, Commercial Civil Space, Lockheed Martin

What is expected performance by the primes... and the never ending cost reduction needs... as well as how to do business with Lockheed Martin...

As a professional in supply chain management Mr. Jones brings over 31 years of experience in government contracting, working directly with Government agencies, including NASA, Air Force, Army, and DOE clients. This inlcudes over 10 years experience in Leadership with responsibility for the supply chain of critical national space programs related to human space flight and space science missions, including planetary, solar astrophysical, and Earth remote sensing for civil government agencies. These include the Orion Multi-purpose Crew Vehicle, the GOES weather satellites, and the MAVEN, InSight, and OSIRIS-Rex planetary missions.

Prior to this position, Mr. Jones was the Sr. Subcontracts Manager for both human space flight and space science programs managing the Subcontracts organization overseeing $4.2B in subcontractors, IWTAs, and Space Act Agreements.

Mr. Jones has a Bachelor’s Degree in Political Science from Metropolitan State University, and holds a Master’s Degree in Supply Chain Management and Computer Resources Management from Webster University.

Larry Schultz, Moss Adams

Our Finance and M&A Panel will discuss methods to obtain financing for growth and/or how to cash out, as well as the pros and cons of the various methods.

Larry has practiced public accounting since 1992. He has experience directing all phases of audits—including control testing, fieldwork, and report preparation—for a variety of clients. Larry works primarily with aerospace and consumer-based companies, including those with manufacturing and distribution operations, as well as hospitality organizations. He is actively involved with his clients from planning to ultimate engagement completion and throughout the year to stay up-to-date on their developments and activities. Larry also assists public companies with SOX 404 implementation across significant acquisitions. In addition, he supports private companies and private equity groups with key financial reporting, internal controls, and governance matters.

John Marder, Sr. Vice President, First Bank

Our Finance and M&A Panel will discuss methods to obtain financing for growth and/or how to cash out, as well as the pros and cons of the various methods.

John has been with First Bank since 2004 and has been working with middle market companies for more than 40 years on the Southern California banking scene. He has extensive experience in manufacturing and aerospace industries and provides financing for a full range of corporate needs including real estate, corporate acquisition, revolving credit and ABL, and equipment, as well as for exit strategies.  John holds a Bachelor’s Degree and an MBA from University of Southern California. John is on the Board of the Orange County Risk Management Association (RMA), is part of the Provisors network of service providers to the business community, a member of Association for Corporate Growth, and finance chair for Trinity Church in North Tustin.

Jeremy Pelphrey, Partner, Drinker Biddle & Reath LLP - ESOP Specialist

Our Finance and M&A Panel will discuss methods to obtain financing for growth and/or how to cash out, as well as the pros and cons of the various methods.

Has wide-ranging experience handling strategic acquisitions and spin-offs, private sponsor and institutional buyer transactions, with a particular emphasis on employee stock ownership plan (ESOP) transactions. A significant part of his practice involves advising maturing companies with respect to their business succession. I also represent private investment funds in their acquisition and recapitalization of portfolio assets, as well as financial institutions deploying capital. 

 

I also lecture and write on issues affecting qualified plans (in particular, ESOPs) and acquisition transactions.

 

Specialties: employee stock ownership plans (ESOPs); business merger and acquisition transactions; private investment funds; and fiduciary compliance.

Stephen Perry, Managing Director, Janes Capital Partners

Our Finance and M&A Panel will discuss methods to obtain financing for growth and/or how to cash out, as well as the pros and cons of the various methods.

Investment Banking, Corporate Finance, Mergers & Acquisitions

Principal focus on the Aerospace & Defense industry sector. Transaction size up to $250M.

Previously represented Frontier Systems on its sale to Boeing; Burt Rutan and Scaled Composites on its sale to Northrop Grumman; Composite Engineering (CEi) on its sale to Kratos; Parker's United Aircraft Products Division on its sale to Triumph Group, Honeywell's Lube & Scavenge Pump Division on its sale to TransDigm; IntriPlex Technologies on its sale to MMI, a portfolio company of Kohlberg, Kravis & Roberts (KKR); AstroSpar, Inc. on its sale to PRV Aerospace, a portfolio company of Court Square Capital Partners.

Member of Oaklins, a global alliance of mid-market investment banks. The alliance has over 700 M&A professionals and includes 46 member firms in 40 countries. Serve as Global Head of Oaklins' Aerospace & Defense Industry Group.

Jeff Johnston, CEO, Desser

Mr. Jeff Johnston will be presenting on what the Aircraft Manufacturers appear to be up to, vertical integration, acquiring their supply chain, and other topics that will influence how we do business in the future. Things are no longer the same and we need to understand the market or we might not fit in it as well as we would like.

Jeff joined Desser Holdings, LLC as President and CEO in April of 2015. He is responsible for the overall strategy, execution, and profitability of the business and is located at the company headquarters in Montebello California. He is a member of the Desser Board of Directors and Advisory Board member for Atlas, another Graham Partner Aerospace company.

 

Prior to joining Desser, Jeff held senior leadership positions in  tier one and tier two Aerospace companies including Zodiac Aerospace, Honeywell, Boeing, and General Dynamics. He has extensive global experience including Board positions with foreign joint venture companies.

 

Jeff is a native of Los Angeles and holds a B.S. degree in Mechanical Engineering and an MBA from The Drucker Center at Claremont Graduate University. Jeff also earned a certificate in International Business from Thunderbird School of Global Management and is a certified Lean and Six Sigma blackbelt.

Richard Oliver, Partner, Pillsbury Law

New Opportunities For Both Large and Small Businesses: The All Small Mentor-Protégé Program: ​Ever wonder how do Large Businesses get SB contracts? Wonder no more, you will learn this and much more...

Richard Oliver, a Los Angeles-based Pillsbury partner, is a leading authority on government contracts and disputes involving the Department of Defense and civilian agencies.

Dick has 35+ years’ experience representing clients before the Government Accounting Office, the SBA’s Office of Hearings & Appeals, the Armed Services Board of Contract Appeals and other administrative boards; in the U.S. Court of Federal Claims; and in federal and state courts. He has an active bid protest practice, represents clients in major criminal and civil investigations, and counsels on complex small business regulations. Dick lectures frequently on government and small business contracting issues.

Al Devile, Expo CEO and Vice-Chair of CA Chapter of Aerospace States Association

What is AB427 ... who created it and what can we expect from the pending CA Aerospace Commission

Mr. Devile, has 30 years of Aerospace and Defense (Commercial, Military and Space) experience working for Boeing/Douglas Aircraft and various Global Component Manufacturers, for production and aftermarket. He managed Engineering, Estimating, Production Control, Program Management, Sales, Marketing and Operations at Director level thru C-level in private and public companies with revenues approaching $100M.

He is currently the organizer and producer of the SoCal AeroExpo and also was appointed as the Vice-Chair of the Aerospace States Association for the California Chapter. In that role, he will coordinate with the OEMs and legislators to help the State grow it's Aerospace business and hopefully work with the pending Aerospace Commission.

LET'S TALK: 1-213-797-4300
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