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 Weathering the Economic Storm - Solutions & Opportunities
37th Annual MRA Educational Conference & Trade Show
 | Tuesday, November 4, 2008 |
 | Wednesday, November 5, 2008 |
 | Thursday, November 6, 2008 |
Tuesday
November 4, 2008 | |
| 10:00 AM | | 14th Annual Golf Tournament
The 14th Annual Golf Tournament will be held at:
Coronado Municipal Golf Course
2000 Visalia Road
Coronado, CA 92118
619.435.3121
Tournament fee of $90 includes green fee, cart, and a box lunch.
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| 5:00 PM | | New Member/Attendee Welcome & Orientation
MRA Board of Directors
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| 5:30 PM | | Welcome Reception in Exhibit Hall.
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Wednesday
November 5, 2008 | |
| 7:00 AM | | Registration Desk Opens.
Continental Breakfast will be available in the Exhibit Hall
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| 8:00 AM | | President's Welcome & General Membership Meeting.
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| 8:15 AM | | Benefits of MRA
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| 8:30 AM | | Understanding Economic Value of Your Marina
Teresa
Herbowicz |
With a shortage of public money, marinas will need to ensure that their impact on the economy is recognized and considered worthy of being kept on the list of funded projects. There are tools at the national level already available that will enable marinas to demonstrate the level of economic impact their operations make on the local economy. There are additional opportunities available, provided California marinas are willing and committed to refine these tools, so they are more representative of and applicable to California's situation.
Teresa Herbowicz, Research Specialist, Recreational Marine Research Center
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Teresa Herbowicz, Research Specialist
Recreational Marine Research Center
Michigan State University
131 Natural Resources Bldg.
East Lansing, MI 48824-1222
517.353.9796 fax 517.432.3597
e-mail: herbowic@msu.edu
Teresa Herbowicz has been working as a research specialist at the Recreational Marine
Research Center (RMRC) at Michigan State University (MSU) since 2007. She has been involved
in several research projects pertaining to boating: profiles of boat owners, general participation
in boating (for the National Marine Manufacturers Association, West Marine, and U.S. Coast
Guard), impact of fuel prices on boating (for the National Marine Manufacturers Association),
monthly participation in boating by Florida boat owners, the Florida Marina Monitoring and
Tracking Survey, the Boat Launch Ramp Inventory (for the Florida Marine Trade Association, and
Marina Associations, the Association of Marina Industries, and the Florida Fish and Wildlife
Conservation Commission).
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| 9:30 AM | | Opportunities and Challenges Facing Marina Operators
Kevin Ketchum, Chief Operating Officer, Thomas Properties
Principal, California Yacht Marina
P.O. Box 9036
Torrance, CA 90508
310.534.8436 fax 310.534.8670
rkketchum@californiayachtmarina.com
Mr. Ketchum is responsible for strategic planning, analysis and implementation associated with
the acquisition, development, and management of a real estate portfolio which includes marina,
self-storage, industrial, office and retail properties. California Yacht Marina owns and operates
six Southern California marinas with over 2,000 slips located in San Diego, Los Angeles, and
Ventura counties.
Randy Short, President & CEO
Almar Management Inc.
3001 Peninsula Road
Oxnard, CA 93035
805.984.3738 fax 805.984.0370
rshort@almar.com
Randy is the President and CEO and a principle with Almar Management Inc. He
has designed, developed, constructed and managed marinas of all sizes both
domestically and internationally for more than twenty years. The many projects
include the renowned Marina Cabo San Lucas in Mexico and the beautiful Ko Olina
Marina in Hawaii just to name a few. He is a past president of MRA and many
other professional organizations.
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| 10:30 AM | | Break in Exhibit Hall
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| 11:15 AM | | Legislative Update
Bill
Krauss |
Bill Krauss, The Apex Group |
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| Noon | | Lunch in Exhibit Hall – Keynote Speaker
Alan Gin, Ph.D., Associate Professor of Economics
University of San Diego
Alan Gin is Associate Professor of Economics at the University of San Diego. He
received a Bachelor of Science degree in Economics from California Polytechnic
State University at San Luis Obispo, and his Master's of Arts and Ph.D. degrees,
both in Economics, from the University of California at Santa Barbara. His work
experience includes stints with the Community Development Department of the
County of Fresno and the Public Works Department of the City of Oxnard.
Professor Gin came to the University of San Diego in 1988, after having previous
taught at Loyola Marymount University and the University of California at Santa
Barbara. He has taught undergraduate courses in Principles of Economics,
Statistics, Intermediate Microeconomics, Urban Economics, Public Finance,
Environmental Economics, Industrial Organization, Managerial Economics, and
the Economic Development of Asia. Graduate-level courses taught include
Statistics, Quantitative Methods, Managerial Economics, the Business
Environment of Asia, and Doing Business with China. In 2001, he was awarded
the USD Parents' Association Award of Excellence after being nominated by one
of his students. He was voted "Professor of the Year" by the graduate business
students at USD for the 2002 - 2003 academic year. Professor Gin is one of the
affiliated faculty members of the University of San Diego's Real Estate Institute.
His other research interests include local public finance, urban transportation,
and the economy of San Diego. On the latter subject, he is best known for
developing and publishing the University of San Diego's Index of Leading
Economic Indicators for San Diego County, a monthly report on the outlook for
the local economy. Professor Gin's insights on the local economy have made him
a popular source for interviews, and he has given nearly 800 interviews to local
and national media sources. He has been quoted in the San Diego Union-Tribune,
the Wall Street Journal, the New York Times, the Los Angeles Times, the San
Diego Daily Transcript, the San Diego Business Journal, and other publications.
He has also been interviewed on KPBS, KFMB, KOGO, KSDO, and KCEO radio, and has
made appearances on KFMB, KGTV, KNSD, KUSI, KSWB, and XETV television. For his
work on forecasting the local economy, he has been named to the San Diego
Business Journal's "Who's Who" list.
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| 1:30 PM | | Three topics to choose from:
Topic 1 Retail Store Loss Prevention: Staying Afloat While Others are Shrinking
Wayne
Gardiner |
This session will discuss the 10 keys to lowering shrink. Embedding loss prevention best practices, policies, procedures and strategic thinking. How to provide strong leadership and team development. The benefits of networking.
Wayne Gardiner, AVP/Asset Protection, West Marine
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Wayne Gardiner, AVP/Asset Protection
West Marine
500 Westridge Drive
Watsonville, CA 95076
401.739.4605 fax 831.768.5012
wayneg@westmarine.com
Wayne Gardiner is Assistant Vice President for West Marine Inc., a boating
supply retailer with 370 stores in the United States, Perto Rico and Canada. He
has worked in the marina industry since 1980. He has held positions as a Store
Manager, District Manager, Store Operations, Director of Loss Prevention and
now AVP of the Asset Protection Department. Gardiner has worked in all facets
of the retailer environment. The last 12 years has been focused on the Asset
Protection front. His current focus is asset and key product protection, security,
safeness, associate training and ORC (Organized Retail Crime). He can be reached
at wayneg@westmarine.com.
Topic 2 Navigating thru the Permit Process
Randy Mason |
Coordinating the Permit Process with local, state and federal agencies for waterfront projects can be a complex, confusing, and time-consuming process. With this discussion, we will attempt to put the permit process in a logical series of steps and outline the main charter and concerns of the various agencies.
Randy Mason, Vice President, Ports and Maritime Leader, URS Corporation
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Randy Mason, Vice President, Ports and Maritime Leader
URS Corporation
5772 Bolsa Ave, Ste 100
Huntington Beach CA 92649
714 895-2072 fax 714 895-1291
randy_mason@urscorp.com
Randy has worked for URS Corporation, formerly Cash & Associates, since 1981
handling various waterfront-related projects. Prior to coming to URS/Cash &
Associates, he spent 8 years working in both the petrochemical industry overseas,
and then managed the design and construction of commercial buildings in the Los
Angeles Basin.
Since joining Cash & Associates in 1981, Randy has been involved with every
waterfront project associated with the firm, ranging from seawalls and slope
protection, breakwaters and dredging, floating dock systems, and piers and wharves.
Randy has been dealing with local, state and federal permitting agencies on each
waterfront project passing thru the office, and brings a practical experience to
the processing of these various permits.
Topic 3 Grant Applications - An Operator's Perspective
Sheldon
Sandstrom |
Sierra Marina filed for and received two separated grants from the Department of Boating and Waterways on the behalf of Fresno County. The Marina applied for the grants, did all the paper work and filings for Fresno County. Sheldon can share great benefits from these grant monies and also some of the pitfalls to watch out for in the granting process.
Sheldon Sandstrom, Owner and Chief Operations Manager, Sierra Marina, Inc.
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Sheldon Sandstrom, Owner and Chief Operations Manager
Sierra Marina, Inc.
P.O. Box 56
Shaver Lake, CA 93664
559.841.3324 fax 559.841.2156
email: sheldon@sierramarina.com
Sheldon is owner and Chief Operations Manager of Sierra Marina, Inc. The
marina has been a family business for the past 24 years, a fresh water
marina with 400 slips, 175 dry storage spaces for both winter and summer
needs. We also manage a rental fleet of 37 boats and have a full service
engine repair facility for our customers needs. Sheldon spends most of
his time working on the customers' boats as he is the marina's head mechanic.
Sheldon graduated from Fresno Sate University in 1991 with Bachelor's of
Science Degree in Electrical Engineering.
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| 2:30 PM | | Break in Exhibit Hall
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| 3:15 PM | | Three topics to choose from:
Topic 1 Planning, Permitting & Management of Marina Dredging
Dr. Joshua
Burnam |
Dredging and the process to obtain dredging entitlements can seem overwhelming to a marina owner or operator without an understanding of the fundamental process. This seminar would be an overview of the necessary steps for planning and executing a marina dredging project. Topics to be covered include: Do I need to dredge and when should I dredge - how to prepare; Designing the dredging program and dredge material sampling and analysis; Agency permits and entitlements - CEQA, NEPA, Corps of Engineers, Water Board, Sensitive Species Consultations; What to do with the material - disposal options for clean, contaminated, sandy or fine material; Dredging bids and payment concepts; Construction management.
Dr. Joshua Burnam, Senior Project Manager, Anchor Environmental |
Dr. Joshua Burnam, Senior Project Manager,
Anchor Environmental
28202 Cabot Road #425
Laguna Niguel, CA 92677
949-347-2787
jburnam@anchorenv.com
Dr. Joshua Burnam is a Senior Project Manager at Anchor Environmental,
where he specializes in all aspects of planning, permitting and construction
management of waterfront projects, including dredging and marina projects
on the West Coast. Prior to joining Anchor, Dr. Burnam functioned as a Senior
Regulatory Project Manager and regional Subject Matter Expert (SME) for
dredging for the United States Army, Corps of Engineers Regulatory Program.
Dr. Burnam was the Los Angeles District Regulatory Dredging Coordinator;
Chairman of the Dredging Operations Subcommittee of the Los Angeles Contaminated
Sediments Task Force; a member of the Corps/EPA National Dredge Team; Corps of
Engineers Representative on the California Statewide LNG Interagency Task-force,
and a Senior Regulatory permit manager in Los Angeles County. He is a graduate
of the UCLA Environmental Science and Engineering program, and in his spare
time enjoys UCLA Sports, Fishing, and SCUBA diving.
Topic 2 Keeping Your Marketing Afloat
Russ
Cornelius |
Marketing can seem overwhelming when budgets are small, maybe even tiny. Some people even become polarized with non decisions because they are afraid of making a wrong decision. Russ Cornelius asserts that it doesn't have to be that daunting. He will present some basic ideas and tools that a marina can use to build customer loyalty, create advocates, and expand awareness, all on dingy sized budgets.
Russ Cornelius, CBS, President, Marketing Savants, Inc.
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Russ Cornelius, CBS, President
Marketing Savants, Inc.,
2240 Shelter Island Drive, Suite 210
San Diego, CA 92106
Inland Empire 951.680.0016
San Diego 619.296.6662
russ@marketingsavants.com
www.MarketingSavants.com
Russ Cornelius, with over 30 years of experience directing marketing and sales
programs, founded Marketing Savants, a full service marketing agency that disciplines
its clients to think strategically with their marketing. Observing that business
owners are searching for clarification on how to brand themselves, Russ launched
Brand Savants in 2007. As one of just 18 Certified Brand Strategists in the
country, Russ counsels business owners and CEOs on how to identify and live their
brand to build customer loyalty, separate themselves from their competitors and
to increase their company's value. Additionally, Russ is a yacht broker with California
Yacht Sales in San Diego.
Topic 3 Creating /Updating Your Marina's Employee Handbook
Larry
Levy |
This is a practical and "how-to" seminar focusing on the purpose, value and application of an employee handbook. We will focus on what needs to be included, what needs to be excluded, the importance of the At-Will doctrine, the importance and challenge of including arbitration and mediation policies; the format of the employee handbook; the style of writing, the length of the handbook; the handbook acknowledgement and finally, what policies should be included.
Larry Levy, Owner, Employee Relations Management Consultant
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Larry Levy, Owner
Employee Relations Management Consultant
458 San Marin Drive
Novato, CA 94945
415.892.1497 fax 415.892.6596
larrylevy@earthlink.net
Larry is an Employee Relations Management Consultant, Mediator and Trainer in
Marin County. He has been in private practice for over 19 years and focuses on
helping marinas and harbors who are periodically confronted with problems with
employees. In a nutshell, he is the on-call H.R. manager to the marina industry.
Further, he also assists corporate H.R. Managers when they request an outside
consultant to conduct an investigation or present specialized seminars.
Larry specializes in solving problems with managers and employees, mediating
conflicts, counseling personally troubled and often non-productive employees;
writing employee handbooks and personnel manuals; investigating complaints of
sexual harassment and other forms of discrimination; responding to wage and
hour questions; interpreting and applying the various state and federal leaves
of absence; answering inquires about Workers Compensation, State Disability,
Unemployment Insurance and the Americans With Disabilities Act; recruiting hard
to find job candidates; and conducting specialized training. He has been
retained as an expert witness at sexual harassment trials and mediations involving
suspected wage and hour violations.
Larry has completed an exhaustive and thorough program to become an employment
mediator. He is now skilled to mediate disputes within your marina to achieve
a mutually beneficial resolution.
Prior to opening his practice Larry spent 15 years in a corporate environment
preceded by 9 years as a Marin County Adult Probation Officer. He has completed
all the graduate work toward a Masters Degree in Counseling Psychology and he
attends 10-12 labor law seminars each year.
Larry is active with the Marin Builders Association, Novato Chamber of Commerce,
Business Executives Association of Marin, Sonoma County Executives Association,
National Association for Remodelers in Industry, Redwood Empire Remodelers
Association, and the Marin Bookkeepers Network. He is the current Vocational
Director for the Rotary Club of Ignacio and a former Board of Director with
the North Bay Children's Center.
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| 4:15 PM | | Three topics to choose from:
Topic 1 Marina Fueling Regulations
Laura
Chaddock |
This session will discuss the State Water Resources Control Board's renewed contract with Underwriters Laboratory (UL) to complete and publish the standards for the design and construction of marina fueling systems. This session will also provide information on Petroleum Equipment Institute's (PEI) recommended practice on Marina Fueling System Installation that is currently under development. Information presented will assist marina fueling facility owners with improving system design and operational requirements.
Laura Chaddock, Senior Environmental Scientist,
State Water Resources Control Board |
Laura Chaddock, Senior Environmental Scientist
State Water Resources Control Board
1001 I Street, P O Box 2231
Sacramento, CA 95812
916.341.5870 fax 916.341.5808
lchaddock@waterboards.ca.gov
www.waterboards.ca.gov/ust
Laura Chaddock is Chief of the UST Leak Prevention Unit at the California State Water
Resources Control Board (SWRCB). Ms. Chaddock has been involved in the implementation and
development of California's UST Program for the past 14 years; 5 years as a lead local agency
field inspector, 5 years for the UST Leak Prevention Unit, and the last 4 years as Chief of the
UST Leak Prevention Unit. Ms. Chaddock recently worked directly with the Federal United States
Environmental Protection Agency in the development of the federal UST program guidelines
implementing UST provisions of The Energy Policy Act Of 2005, and currently serves on a
number of technical committees including Underwriters Laboratories (UL) 971, 58, 1316, 1746
and Petroleum Equipment Institute's development of the Recommended Practices regarding
marinas.
Topic 2 Customer Service
Debbie
Fabbri |
Customer Service is always top of mind at Southwest. It has been said
that "Southwest Airlines is in the Customer Service Business ... we just happen to fly
airplanes." The mission of Southwest Airlines is dedication to the highest quality
of Customer Service, delivered with a sense of warmth, friendliness, individual
pride, and Company Spirit. Southwest's Mission Statement has also led the way
to the airline industry's best cumulative consumer satisfaction record, according
to statistics accumulated and published by the U.S. Department of Transportation.
Debbie Fabbri, Marketing Manager - Orange County/San Diego/Ontario, Southwest Airlines
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Debbie Fabbri, Marketing Manager - Orange County/San Diego/Ontario
Southwest Airlines
14252 Culver Drive, #925
Irvine, CA 92604
949.878.3794 fax 949-681-8000
Debbie.Fabbri@wnco.com
Debbie Fabbri is Southwest Airlines' Marketing Manager for San Diego, Orange County and
the Inland Empire. She has been providing "Positively Outrageous Customer Service" for
Southwest since 1994. She has served on many boards, including the Newport Beach
Conference and Visitors Bureau, The Loma Linda Ronald McDonald House, Orange County
Travel and Tourism Council, and The San Diego Cystic Fibrosis Foundation.
Topic 3 How to Make the Abandoned Vessel Program Work for You
Chris
Lauritzen |
This session will be broken up into two components; first a discussion about where the legislation that the MRA sponsored is in the legislative jungle and how it will help you. Second, I will discuss the steps in getting rid of an abandoned vessel from cradle to grave if this is your first time attempting it.
Chris Lauritzen, Partner, Lauritzen Yacht Harbor, LLC
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Chris Lauritzen, Partner
Lauritzen Yacht Harbor, LLC
115 Lauritzen Lane
Oakley. CA 94561
925.757.1916 fax 925.757.2710
lyhsjr@pacbell.net
www.lauritzens.com
Chris Lauritzen III has been a partner and the harbor master of Lauritzen Yacht
Harbor in Oakley, California, since 1976 where he's happy to say he's worked
alongside his grandfather, father, and his sister in operating the harbor the past
thirty-two years.
Chris operated towboats for fifteen years working on his father's towboats,
pushing barges, and towing dredges through out the Delta and the Bay. He holds
a U. S. Coast Guard License as the Master of Towing Vessels upon Inland Waters,
as well as a 50-ton Near-Coastal endorsement. Chris has been a reserve deputy
sheriff for Contra Costa County for twenty-four years working in the Marine
Patrol Unit in the Delta and the Bay. Chris has completed a 40-hour course
at the oil spill school at Texas A & M in Galveston Texas.
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| 6:00 PM | | Wine Tasting in Exhibit Hall
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Thursday
November 6, 2008 | |
| 7:30 AM | | Continental Breakfast in the Exhibit Hall
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| 8:00 AM | | Three topics to choose from:
Topic 1 Marina 201 - Docks & Wave Attenuators
James Puder, General Manager
Bellingham Marine Industries
1205 Business Park Drive
Dixon, CA 95620
707.678.2385 fax 707.678.176
jpuder@bellingham-marine.com
Mr. Puder began his career in construction management with Turner Construction by building a
variety of multi-million dollar projects. His first project as construction manager was the Contra
Costa County Detention Facility in Northern California valued at approximately $26 Million dollars.
In 1981, Mr. Puder focused his construction knowledge to design/building a variety of marina
projects. He managed marina projects from the stages of early design throughout the final
punch list.
In 1991 he opened his own construction firm that specialized in the installation of concrete dock
systems. Naturally, this lead to many successful installations for BMI jobs throughout the country.
In 1998, Mr. Puder joined the BMI team as the General Manager of the Southwest Division. He has
over 22 years of experience in the design, management and construction of waterfront and
floating structures on the West Coast.
Topic 2 Marina 101 - Access and Agreements
Shaun
McMahon |
Knowing what documents you need to have on file from your marina tenants in order to protect your investment is a critical topic. We will go over various agreements that you should be using in your business for allowing tenants, workers and guests access on your premises. Also, we will look in depth at what "License Agreement" or "Contract for Private Wharfage" you should have in place and why.
Shaun McMahon, General Manager, Shelter Cove Marina |
Shaun McMahon, General Manager
Shelter Cove Marina
2240 Shelter Island Drive
San Diego, CA 92106
619.224.2471 fax 619.224.9117
scmmarina@aol.com
Eighteen years ago, in 1990, Shaun McMahon took the helm, as General Manager at Shelter
Cove Marina in San Diego's America's Cup Harbor. Shelter Cove has been thriving ever
since as one of the most sought after marinas around. Shaun's background is in accounting
and finance, having completed her undergraduate work at SDSU and obtaining her MBA from
the University of Phoenix. While at SDSU, she served as president of the alumni's Women
in Business Association.
While working in the marina industry, Shaun has involved herself with several
committees and organizations focusing on issues of environmental pollution and regulations
that affect the recreational boating community. From 1998-2000, she served on the San
Diego Oceans Foundations Board. Currently, Shaun is spending a great deal of her
extracurricular time as the San Diego Regional Certification and Review Coordinator for
the California Clean Marinas program. Thanks to Shaun and her colleagues at the CMC program,
more than 70 marinas in the state have been certified and marinas are calling daily to
schedule reviews. This program is vital to the protection of the natural environment
necessary for a healthy recreational boating industry. The program is completely voluntary,
and plays an integral role in avoiding costly, cumbersome regulation that might otherwise
prove to be a stranglehold on this industry.
Shaun has also ably served on the Marina Recreation Association Board of Directors
for the last seven years and is currently Treasurer. When she isn't juggling all of these
professional responsibilities, she is a devoted and doting mom, residing in Chula Vista
with her five-year-old.
Topic 3 How to Avoid Workers' Compensation Abuse
Larry
Levy |
We will focus on an inspection of how to avoid Workers' Compensation abuse. This is a "must!" You will learn how to avoid one of the worst nightmares a marina owner or harbormaster can face. We will discuss those clues that will tip you off your employee is headed for a soft landing at your expense. Don't miss this one. We will also review all the new employment laws that became effective in 2008 and introduce those that will become active in 2009.
Larry Levy, Owner, Employee Relations Management Consultant
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|
| 9:00 AM | | Three topics to choose from:
Topic 1 Marina 201 - Marina Pricing
David M. Smith, President
Water Resorts Inc.
1110 West Kettleman Lane, Suite 20B
Lodi, CA 95240
209.333.8500 fax 209.333.1753
dave@houseboats.com
David M. Smith began his career in the marina business in 1973 with partial
ownership of Herman & Helen's Marina on the Delta in Stockton, California. He
has been President and Chief Operating Officer of WRI since its inception in
1983, and was Secretary/Treasurer of Tower Park Marina (1975 through 1988).
Smith has been an avid boater for many years, and is involved in all aspects
of the marina industry. He is Past-President and current director on the Board
of the Marina Recreation Association, and currently serves on the Legislative
Committee. He is Past-President of Delta Houseboat Rental Association and
Past-President of California Delta Chambers and Visitors Bureau. Smith took
part in the California Boating Safety Commission, Marine Fuel Dock Advisory
Panel, and Marina Recreation Association's ADA Regulatory Review Panel.
Topic 2 Marina 101 - To be announced
Topic 3 Preparing Your Marina for Clean Marina Certification
Tim Leathers, Regional Vice President
Almar Management, Inc.
406 Cola Ballena
Alameda, Ca. 94501
619.204.3505
tleathers@almar.com
Tim and his wife Linda took off sailing in 1997 and completed the Baja Ha Ha. Shortly upon
arrival in Cabo San Lucas, Mexico. Linda was hired by Almar to be the co-manager of Marina
Cabo San Lucas. Four years later Tim and Linda became co-managers of Cabrillo Isle Marina in
San Diego, another Almar Marina. After re-building the Marina Tim accepted a position within
Almar as Regional Vice President responsible for Almar's Bay Area Marinas.
During Tim's time in San Diego he became involved with the formation of the San Diego Clean
Marina Program which has now become a State wide effort, and known as the Clean Marinas
California Program. All of their children and grand children reside in Northern California
with the exception of one who is on active duty with the United States Navy.
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| 10:00 AM | | Break in Exhibit Hall
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| 10:45 AM | | Three topics to choose from:
Topic 1 Marina 201 - Delinquencies/DMV/Repossessions
Philip E.
Weiss |
Since the MRA's last annual conference there has been a sharp downturn in the economy, which has resulted in corresponding increase in the number of vessel owners who fail to pay wharfage fees on time (or at all), and even in the number of vessels effectively abandoned at marinas. During these times it is particularly important that marina owners take a proactive approach in the prevention and management of these problems. Guidance is offered to assist in keeping arrearages in check, in evaluating various legal remedies available, and how to deal with competing liens.
Philip E. Weiss, Counselor-at-Law, Weiss & Jones, L.L.P. |
Philip E. Weiss, Counselor-at-Law
Weiss & Jones, L.L.P.
1551 Shelter Island Drive
San Diego, CA 92101
619.225.8884 fax 619.225.8801
email: shiplaw@earthlink.net
Philip E. Weiss, Esq. was graduated cum laude by San Francisco State
University, where he earned degrees in Political Science and Philosophy. After
four years of service in the U.S. Navy, Weiss earned a Juris Doctorate from the
University of San Francisco, where he served as Editor-in-Chief of the U.S.F.
Maritime Law Journal, a leading academic periodical. Weiss is a respected
author and speaker on maritime law issues, and has, for 15 of his 18 years of
practice, successfully represented hundreds of marina, boatyard and other
clients in a broad array of maritime issues, including those involving
"necessaries" liens, trespassing/abandoned vessels, vessel arrests, wharfage
and other maritime contracts, oil pollution, allisions/other maritime torts, and
negotiations with holders of competing liens. For the past decade Mr. Weiss has
served (and he currently serves) as an Adjunct Professor of Maritime Law at the
Thomas Jefferson School of Law, where he teaches a "survey" class. He is also
a non-voting member of the San Diego Harbor Safety Committee. By
appointment ofthe California Bar Association Board of Governors Mr. Weiss sits
as one of eight members of the California Bar Associations Admiralty and
Maritime Law Consulting Group, which is establishing standards for formal
certification of qualifying California attorneys as "specialists" in
admiralty and maritime law.
Topic 2 Understanding Prop 65 and its Effects on Your Business
Robert Schuda |
California's Proposition 65 prohibits businesses with 10 or more employees doing business in California from exposing product consumers, employees, and surrounding communities to chemicals which are carcinogens or reproductive toxicants without a clear and reasonable warning, and also prohibits the discharge of those chemicals into sources of drinking water. Diesel exhaust is on the list, for example. This discussion will include other examples and what you should do to protect your business.
Robert Schuda, Attorney, McKenna Long & Aldridge LLP
|
Robert Schuda, Attorney
McKenna Long & Aldridge LLP
444 South Flower Street, Suite 800
Los Angeles, CA 90071
213.243.6136 fax 213.243.6330
rschuda@mckennalong.com
Bob Schuda practices environmental law with the law firm of McKenna Long & Aldridge LLP in
downtown Los Angeles. He primarily provides regulatory environmental compliance and litigation
advice to business owners with the goal of maintaining compliance in a cost effective manner
before problems arise. Bob is a former Coast Guard officer and at one time was responsible for
the Coast Guard's compliance with federal and state Clean Air Acts, Toxic Substances Acts, and
Endangered Species and Marine Protection Acts.
Topic 3 Information Technology: Part 2
Darin Selfridge |
Technology provides the ability to streamline and improve operations when we have exhausted other standard methods. Automation picks up where operational technique leaves off. Whether it is an enhanced central office network (or remote access to that network), a modern marina management software, web-based tenant support systems, or wireless Internet capabilities, any or all of all of these create a perception of progressive and proactive marina management practices that will attract more boaters and keep existing ones. Bottom line ... the implementation of technology will keep you competitive.
What are your challenges? Reducing overhead? Creating additional revenue sources? Managing reservations or waiting lists better? Offering more technology-related services to your boaters? Or just keeping in better touch with your tenants (or making it easier for them to keep in touch with you)? Of course, we all want potential tenants or guests to look at our marina first. The opportunities that technology offers are imperative to this goal.
As the boater demographic changes, so do their expectations. More affluent boaters will want - will expect - the same technology they can get at the local coffee house. It doesn't happen overnight, but getting started now by laying down a well-engineered technology foundation will get you moving down the right dock. What are some of the ways you can use technology at your marina?
Darin Selfridge, President, Compass Consulting |
Darin Selfridge, President
Compass Consulting
1601 Carmen Drive, Suite 101
Camarillo, CA 93010
805.389.0229 x101 fax 805.389.0269
darin@compassconsult.com
www.compassconsult.com
With more than two decades of Information Technology and consulting experience,
Darin Selfridge has developed a sharp eye for what businesses need to maintain,
enhance and secure their IT infrastructures. With his broad range of knowledge
in software and network engineering, and long history of providing business
consulting services to small, medium and large companies, he can quickly identify
what companies are seeking and translate those requests into smart IT decisions
and solutions. As an entrepreneur who quickly built his own successful consulting
business, Compass Consulting, now in operation in the Ventura County area for over
11 years, he understands the complexities of operating a business and infuses his
recommendations with that experience.
His clients have ranged from large public companies like Disney, Agilent Technologies
and Parker Hannifin, to small local businesses having fewer than 20 employees and up
to $20 million in annual sales. His mission is to provide top-quality, leading edge
software and network engineering solutions with exceptional client-care.
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| Noon | | Lunch in Exhibit Hall
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| 1:30 PM | | Three topics to choose from:
Topic 1 Marina 201 - Marina Safety
Jim
Moulton |
Basic elements involved in establishing a safe work environment for employees, and protecting customers from potential safety hazards. Information to assist in determining type of safety staff needed. Protocol needed in establishing and maintaining ongoing Safety Meetings. The documentation of safety practices, development of formalized Safety Rules and Regulations pertaining to your facility and suggestions regarding the audit and control of marine service providers.
Jim Moulton, Marina Operations Manager, California Yacht Marinas
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Jim Moulton, Marina Operations Manager
California Yacht Marinas
640 Marina Parkway
Chula Vista, CA 91910
619.422.2725
jmoulton@cymchulavista.com
Jim became involved in marina construction and management following a twenty
year career in law enforcement. As an investigator and member of specialized
units, he was called upon to evaluate and determine threat potentials to major
entertainment and business professionals, as well as being involved in the
duties involving dignitary protection.
As a California Licensed Private Investigator and credentialed teacher, Jim
has instructed other professionals in the techniques, procedures and proper
protocol in safety and security involved within the workplace.
Involvement in boating started at age 13 with his first boat, later living
aboard a sailboat with his wife for over twenty years. Upon retiring he
became a marina consultant building two marinas for resort hotels in San
Diego, where he was later hired as a Dockmaster with California Yacht Marinas,
eventually becoming the Marina Operations Manager.
Topic 2 Be Safe ... or Be Sorry!
Coree
Matson |
Employee Safety seems underwhelming as a topic - and can be overwhelming when budgets are tight, lean staff, and time is crunched. We're all mindful of our clients' experience ... so, start with your internal clients! Coree will present some basic ideas and tools that build employee safety consciousness, and describe how to get creative when your staff and your workers comp rates need to get fit!
Coree Matson, Risk Manager / Rental Supervisor, Houseboats.com
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Coree Matson, Risk Manager / Rental Supervisor
Houseboats.com
22300 Jones Valley Marina Drive
Redding, CA 96003
530.275.7950 or 530.275.0641 or 530.275.7816
cmatson@houseboats.com
Coree Matson is Risk Manager for houseboats.com, and also the Rental Supervisor
at Jones Valley Resort on Shasta Lake. She is responsible for employee
safety training, employee wellness program, OSHA compliance and Workers
Compensation for all properties.
With a degree in Industrial Design, and business ownership in both the design and risk
management arenas, Coree enjoys the opportunity to experience the various facets of
the operation, and the employees.
Growing and improving any business requires careful employee hiring and
consistent training practices. Viewing CalOSHA as a partner has proven beneficial -
as our Resort locations have received Golden Gate commendations from the state.
Topic 3 A Risk Management Approach to Reducing Liability and Improving Marine Business Profits 
Mark D.
Holmes |
Update on legal developments over the last year relevant to marine businesses, including marinas, shipyards and rental operations. The session will include a discussion of contracts, recommended practices and procedures that operators may want to explore in order to limit the substantial risks inherent in their businesses in favor of improving their business' profitability.
Mark D. Holmes, Law Offices of Mark D. Holmes
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Mark D. Holmes
Law Offices of Mark D. Holmes
2801 West Coast Highway, Suite 290
Newport Beach, CA 92663
949.645-0450 fax 949.645.0451
mark@mdholmeslaw.com
www.mdholmeslaw.com
Mark was born in 1960 and raised in Illinois before moving to California in the
early 1970's. He obtained an undergraduate degree in English from Cal State University -
Sacramento in 1981, and received the Top Twenty Senior Award at graduation.
Mark conducted one year of graduate study in English Literature, and taught for a
year at Johannes Gutenberg Universitaet in Mainz, Germany. He then worked as a
manager for the Army & Air Force Exchange Service in Germany for four years, during
which time he earned a Masters of Science in Business Administration from Boston University.
Mark graduated from the University of Texas School of Law in 1991 and has focused
for the past fifteen years on maritime, business, employment, real estate and maritime
litigation and transactions. He has been trial counsel on numerous large products
liability, breach of contract and negligence cases at both summary judgment and trial.
Mark is corporate counsel to numerous marine companies, including marinas and yards,
vessel repair and service companies, boat dealerships, boat and yacht manufacturers,
yacht brokers and boat rental companies.
Mark also serves as General Counsel to the Marina Recreation Association.
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| 2:30 PM | | Three topics to choose from:
Topic 1 Marina 201: Marina Budgeting
Yvonne
Cantrell |
This seminar will provide basic information on how to prepare a budget for your marina using Excel. Will include review of factors to consider for each line item, methods of projecting based on historical data, & budgeting for new operations. CD's with a basic Excel budget template will be provided to all who attend.
Yvonne Cantrell, Vice President, Controller, Water Resorts Inc. |
Yvonne Cantrell, Vice President, Controller
Water Resorts Inc.
1110 West Kettleman Lane, #20B
Lodi, CA 95240
209.333.8500 fax 209.333.1753
ycatrell@houseboats.com
Yvonne Cantrell is Vice President and Controller for Water Resorts Inc., a marina
management company located in Lodi, California. She has worked in the marina industry
since 1979. She was Regional Manager of Tower Park Marina in Lodi from 1992 through
1996. Cantrell has been a director on the Board of the Marina Recreation Association
since 1992, serving as Treasurer and President during her tenure. She is Past-President
of California Delta Chambers and Visitors Bureau. She obtained her MBA from University
of the Pacific in Stockton, California in 1998, and her BSBA from California State
University, Stanislaus. She is a Certified Management Accountant. In her position
with Water Resorts, Cantrell is primarily involved with the accounting and marketing
aspects of the houseboat rental business.
Topic 2 Marina 101 - Additional Profit Centers for Your Marina
Bryan
Church |
As the marine industry faces some very challenging times, this session will discuss various profit centers that have been implemented at Bartlett Lake Marina located outside Phoenix, AZ. The areas of interest will be the Bartlett Lake Boat Club and how it generates over $400,000.00 in new revenue for the marina. "Aqua Lodges" or cabins on the water that can be located in "dead zones" in your marina. A new program that we are implementing is a concierge service for our members. Discussion points will address, does a boat club work at my marina, and should I do it myself or sublet it out?
Bryan Church, Co-owner, Bartlett Lake Marina
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Bryan Church, Co-Owner
Bartlett Lake Marina
P.O. Box 3817
Carefree, AZ 85377
480.221.0503 fax 623.551.3173
www.bartlettlake.com
Bryan Church has been in the marina business for over 18 years. In 1990 his company
was awarded the permit to build and operate Bartlett Lake Marina outside Phoenix, AZ.
Since then Bartlett Lake Marina has become a full service, 350 boat marina.
Church believes that marinas should look for other profit centers within their current
operations. In 2002 Bryan, along with his brother Eric, started Bartlett Lake Boat Club.
Bartlett Lake Boat Club has had annual revenues of well over $300,000.00 and the club
has brought in an additional $50,000.00 in store & fuel sales per year. He believes that
the boat club concept is the best way to introduce people to the boating lifestyle.
After several years of successfully operating the Bartlett Lake Boat Club, Church and
his brother Eric partnered up with Ryan Kinnear to create their own management/ reservation
software that could be offered to other marinas and boat rental operations. BoatClub Manager &
BoatRental Manager has been used by Bartlett Lake Boat Club for the past 15 months and is the
only program that can manage both boat clubs and rental operations online.
Topic 3 The Future of Anti-Foulant and Non-Toxic Boat Bottom Coating and the Effects on Marinas
Thomas A.
Nielsen |
This presentation will cover the Total Mass Daily Load (TMDL) designation in Shelter Island Yacht Basin and the effects the TMDL will have on most if not all Marinas in California. The TMDL refers to the allowable levels of copper and other pollutants in the Water Column in and around our marinas. Mr. Nielsen will discuss the new bottom coatings that are on the market as well as some of the many experimental coatings now being worked on to try top solve this huge challenge. In addition, Tom will discus the maintenance of existing coatings in the marinas and how the maintenance practices of those coatings effect the Marinas. While Shelter Island Yacht Basin was the first TMDL, there are now many more designated waters, including all of San Diego Bay. Is a TMDL and a National Pollutant Discharge Elimination System Permit (NPDES) in your future?
Thomas A. Nielsen, Vice President & COO,
Nielsen Beaumont Marine, Inc. |
Nielsen, Thomas A., Vice President and COO
Nielsen Beaumont Marine, Inc.
2420 Shelter Islands Drive
San Diego, CA 92106
Off. (619) 223-BOAT (2628) fax (619) 222-9109
e-mail: tom@nielsenbeaumont.com
Tom co-founded Nielsen Beaumont Marine, Inc. in 1979 along with his partner Mr. Don
Beaumont. Nielsen Beaumont Marine is a full service boatyard located on Shelter Island
in San Diego, California. With his experience in the Marine Industry over the last 35
years, Mr. Nielsen has intimate knowledge of environmental issues as it pertains to both
Boatyards and Marinas, including underwater contamination concerns. Tom is the chair
of the Marine Recreation Committee with the San Diego Port Tenants Association (SDPTA).
He also sits on the environmental committee with the SDPTA. In addition, Mr. Nielsen
owns and operates Tonga Landing and Gold Coast Anchorage, two waterfront marina/brokerage
facilities also located on Shelter Island.
Tom came up in the marine Industry as a yacht Captain and has operated many types
and sizes of vessels. In 1996 he founded ABC Barge & Equipment Co., Inc. ABC Barge &
Equipment is currently involved in supplying the industry with Barges and other equipment
needed for various businesses including the motion picture business, the marine construction
business, the Navy and others needs. In 2001, he founded Catalina Classic Cruises, Inc. CCC
carries passengers to and from Catalina Island in Southern California aboard vessels ranging
from 300 to 700 passengers each. CCC is the primary support for the many and various youth
camps on Catalina Island, transporting over 50,000 youth annually. Tom is married to Geri
Dahl Nielsen and has two children; Son, Troy, age 18, Freshman University of Arizona; Daughter,
Dana Nielsen, age 20, Junior UC Berkeley.
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| 3:30 PM | | Three topics to choose from:
Topic 1 Weathering the Property Loss
R.J.
Lorenzi |
This session will dissect Property Loss and its economic effect on your business - including your most important asset of time. The session will include the before, during, and after process involved in bringing your business, as well as personal life, back to normal. This step-by-step approach will allow interaction of attendees directly with the speaker.
R.J. Lorenzi, President, Westmar Insurance Services
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R.J. Lorenzi, President
Westmar Insurance Services
P.O. Box 208016
Stockton, CA 95204
800.633.3443 fax 209.466.0260
rjl@aquapac.com
R. J. Lorenzi is a principal and co-founder of Western Marine Insurance Services Corporation,
which was established in 1983. Specializing in the design and development of customized
insurance programs for the recreational marine industry for the 13 Western states, Westmar
has also been instrumental in educating insurance companies about the varied needs of boat
dealers, marinas, boat repairers and other businesses involved in recreational marine. Westmar
also developed and continues to offer a successful vessel insurance program for the boating public.
Over the years, R. J. has worked closely with both reinsurers and insurance underwriters to
provide some of the best-valued products for the recreational marine industry. He has conducted
numerous educational programs and seminars for various organizations, including the Marina
Operators Association of America (MOAA), the California Yacht Brokers Association (CYBA) and
the Marina Recreation Association (MRA).
R. J. has earned both the Certified Insurance Counselor (CIC) and Certified Risk Manager (CRM)
insurance designations. He is past President of the Northern California Marine Association
and California Delta Chambers. He and the other 48 associates of Western Marine Insurance
Services Corporation are dedicated to the continued success of the recreational marine industry.
Topic 2 What Makes a Winning Marina
Janice
Gordon |
Marinas started out as places where boats and yachts were kept in the water. They expanded to include services geared to the needs of recreational boaters. Today, with discretionary income down, many activities to choose from, and valuable waterfront property that can be used for a variety of purposes, a winning marina needs to be more. Today's winning marinas must consider amenities desired by the target market, a higher level of customer service, efficient operations, alternative sources of revenue, happy employees, strong relationships with the community and local government, being environmentally responsible, and becoming a destination or even a marina village.
Janice Gordon, Publisher/Marina Dock Age, Preston Publications |
Janice Gordon
Publisher/Marina Dock Age
Preston Publications
6600 W. Touhy Ave.
Niles, IL 60714
847.647.2900 x1321 fax 847.647.1155
jgordon@prestonpub.com
Ms. Gordon has been with Preston Publications since 1997 in the capacity of
marketing director and has been the publisher of Marina Dock Age since 2001.
During that time she has visited many marinas across the United States and
has become familiar with the issues affecting marina owners/operators. She
has an MBA with an emphasis in marketing from DePaul University and prior
to working in the marine industry, was a product manager and marketing
consultant for companies involved in a variety of industries.
Topic 3 Invasive Species and Your Marina
Leigh Taylor Johnson, Marine Advisor
University of California Cooperative Extension - Sea Grant Extension Program MS O-18
5555 Overland Avenue, Suite 4101
San Diego, CA 92123
858.694.2852
ltjohnson@ucdavis.edu
http://seagrant.ucdavis.edu
Leigh has worked with the marina industry in California since her arrival in 1984. Before
that she assisted marinas in Brevard County, Florida with hurricane preparedness and
shoreline stabilization. While in the Florida Keys, she owned an outboard motor boat and
maintained it herself. Leigh worked with marinas in the mid-1990s to develop a Marina
Pollution Prevention Manual and with the Coast Guard Auxiliary in 1998 to present "Potti
Training" for Boaters. Since 1999 she has worked to help the boating industry respond to
water quality concerns about antifouling paints. Leigh began working in 2005 to assist
boaters and boating businesses in handling the threat of invasive species on boat bottoms
and potential conflicts with antifouling water quality regulations. She is now conducting
research with economists and invasive species experts on cost and environmentally effective
means for boaters to protect water quality and prevent invasive species. Visit her website
http://seagrant.ucdavis.edu for information on pollution prevention, alternative antifouling
strategies and preventing invasive species on boats.
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| 4:45 PM | | Board of Directors Meeting
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| 6:30 PM | | Cocktail Reception
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| 7:30 PM | | Awards Dinner
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| Disclaimer: The speakers, presentations, and presentation times listed on the conference program in this brochure may change. MRA cannot guarantee that all presentations will be included in the conference proceedings. |
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Copyright 2008 Marina Recreation Association
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