ocbc annual report 2019.indd 2 1/30/19 5:46 pm · 2019 annual report – the art of business. the...

Orange County Business Council

2019ANNUAL REPORT

2019

of Business. The Business

OCBC_Annual_Report_2019.indd 1 1/30/19 5:46 PM

About OCBC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Messages from OCBC Leadership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Overview of OCBC’s 2019 Theme Art of Business. Business of Art. . . . . . . . . . . . . . . . 8

Advocacy and Government Affairs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Enhancing Infrastructure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Advancing Workforce Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Increasing Workforce Housing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Promoting Innovation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

Research and Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Networking and Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Executive Committee and Board . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Members and Investors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Revenue and Expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

OCBC Staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Join Orange County Business Council . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

What’s INSIDE?


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SINCE ITS FOUNDING, Orange County has proven that when arts and business align, creativity and innovation thrive. From Disney’s Imagineering, to gaming, performing arts, master-plan communities, and healthcare

breakthroughs, Orange County has long been fertile soil for new, transformative ideas because of its full realization of the innate importance of creativity — art — in business. This is Orange County’s competitive advantage — an ecosystem that promotes a culture of innovation and entrepreneurship to foster a deep pool of skilled talent, high quality of life, and a vibrant business community.

It’s in this spirit that for 125 years, Orange County Business Council and its predecessor organizations have promoted economic development countywide

and served as the voice of business in America’s sixth largest county, representing global businesses with millions of employees in a worldwide economic eco-system.

Orange County Business Council represents and promotes the business community, working with government and academia, to enhance Orange County’s

economic development and prosperity in order to preserve a high quality of life. By serving pro-business interests, the region’s unique and vibrant economy will continue to

expand — bringing the benefits of that prosperity to every corner of the county. This county’s success is the heartbeat of success for all of Southern California.

OCBC accomplishes its mission by leading a high-profile, pro-active advocacy program at the county, state, and federal levels. The organization’s actions and priorities are guided by four core initiatives: Infrastructure, Workforce Development, Workforce Housing and Economic Development.

OCBC formed in 1995 through the merger of the 100-year old Orange County Chamber of Commerce, the Industrial League of Orange County, the Orange County Economic Development Consortium, and the public-private think tank Partnership 2010. OCBC’s history of accomplishments includes assisting in reorganizing local governance structures, advancing business-friendly legislation, leading local and regional economic development opportunities, helping charitable partners achieve their financial objectives, promoting high-tech and innovative initiatives, and much more.

About OCBC


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OCBC’s Four Core Initiatives for SuccessFour core initiatives guide the organization’s actions and priorities: investing in Infrastructure, advancing Workforce Development, securing Workforce Housing and promoting Economic Development with an emphasis on technology and innovation.

InfrastructureIncrease investment in the construction, management, and maintenance of the county’s infrastructure, including water, energy, transportation, and much more.

Workforce DevelopmentCreate a high quality workforce with a particular emphasis on developing math and science skills needed by employers.

Workforce HousingIncrease the supply, choices and affordability

of housing for the region’s workforce.

Economic Development and InnovationRetain, grow and attract business and high-paying jobs with a

focus on global connectivity, innovation and technology.


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Welcome to Orange County Business Council’s 2019 Annual Report – The Art of Business. The Business of Art. In this report, we will highlight the accomplishments of 2018, and an action plan for success in 2019.

Orange County is thriving. As the 6th largest county by population in the nation, Orange County is experiencing record levels of unemployment at 2.8% and falling, a higher educational attainment rate than peer regions, and an economy of over $19.2 billion from emerging S.T.E.A.M. (Science, Technology, Engineering, ARTS, and Mathematics) industry clusters in the region alone. Orange County is a success story — having succeeded by capitalizing on the high-octane mix of capital, skilled labor and creative forward-thinking that has drawn artists and entrepreneurs alike to its shores for over a century.

In 2018, OCBC celebrated this success under the theme Game Changers: OC Leaders Transforming the Globe. As Orange County emerges as a 21st century global economy, the business community must continue to push this competitive advantage by developing forward-thinking policies to capitalize on changing demographics and technological advancements, and ensure a world-class workforce fostering brilliant minds for centuries to come.

Thanks to the exceptional leadership of 2018 Chair Steve Churm of FivePoint Holdings, LLC, OCBC and its investors proved again to be a catalyst in these efforts by providing a clear vision and bringing business, government and academia together to tackle the county’s most pressing issues.

Looking forward to this year, OCBC and incoming Chair Robbin Narike Preciado of Union Bank will showcase and enrich Orange County’s competitive advantage with the theme, The Art of Business. The Business of Art.

Lucy Dunn President and CEO Orange County Business Council

Message from the President


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In 2019, the importance and impact of OCBC has never been greater. Over the past year, Orange County has seen unprecedented changes, from technological advances including virtual reality and automation, to demographic shifts — and these changes are predicted to grow exponentially.

In order to continue to grow and meet the emerging demands of a 21st century global economy, Orange County must build an adaptable workforce with an entrepreneurial mindset to adapt and thrive in a fast-paced global economy.

Despite having one of the strongest and most diverse economies in California, there are some challenges to face as we move into 2019, including housing shortages, and an increasing number of millennials moving out of the region. However, along with Orange County’s rich history of adapting and innovating with a combination of art and business, there is a tremendous opportunity before us to learn from these challenges and transform them into new opportunities.

OCBC has been and remains the center of this advancement, advocating on behalf of businesses in a broad range of sectors including real estate, biotechnology, transportation, health care, tourism, education and retail. Last year was a game-changing year for the county and OCBC, soaring to new heights under the visionary leadership of 2018 Chair Steve Churm of FivePoint, LLC.

As incoming chair, I pledge to position and protect OCBCs reputation as a leading voice of business, building on the organization’s phenomenal track record as connector of companies large and small with government and academia, and demonstrating the art of business and the business of art in each accomplishment. I look forward to working closely with OCBC and its valued members to help Orange County thrive in the months ahead.

Robbin Narike Preciado 2019 OCBC Chair Union Bank

Message from the Chair


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ART AND BUSINESS are inextricably linked. Everywhere you look, the overlap between art and business is apparent — occupations combining science and technology with the arts are on the rise, including software engineering and graphic design, and organizations are increasingly in need of creative people who bring to the workplace unique problem-solving skills, an entrepreneurial spirit, and a

deep understanding of the user experience. When art and business are aligned and realize their full potential together, the results can be awe-inspiring — whether through unleashed entrepreneurial innovation, creative problem-solving, visualization of complex data for broad audiences, or bringing ideas to market through design.

The Art of Business.

Innovation:Orange County is a hub of innovation. Venture capital funding continues to flow to Orange County, having received over $381.7M from VC’s in 2017, and rising 22.5% in 2018 with the 10th largest funding volume of markets nationwide.

Healthcare IT:Developing technologies in Healthcare IT occupations will have a dramatic impact on Healthcare in Orange County, with several new innovations including : 3-D Printed Devices; Point-of-Care (POC) Diagnostics; Telehealth; and Biosensors and Trackers.

Master-Planned Communities:Master-planned communities (MPCs) have put Orange County, California, at the top of the national MPC rankings. In 2018, three Orange County MPCs — Great Park Neighborhoods in Irvine, Rancho Mission Viejo in south Orange County, and Baker Ranch in Lake Forest — ranked among the top 20 MPCs nationwide.

Fashion:Popular brands such as Quicksilver, OP, Vans, Oakley, Volcom, Hurley, Billabong, and Rip Curl are leaders in clothing for an active lifestyle, and each of these brands can either trace their beginnings back to Orange County or are currently headquartered in the county.

Gaming, Cybersecurity, and Engineering:Orange County is a pivotal market for Gaming, Software, Cybersecurity and Engineering. As of 2018, Blizzard Entertainment Inc, the world’s largest independent gaming publisher, employed over 2,622 people in Orange County and contributed over $7.61 billion to the local economy.


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The Business of Art.

First the cartoon, Steamboat Willy, now a global economic powerhouse with roots in the Disneyland Resort.

Pacific Symphony’s Youth Orchestra graduated numerous seniors in 2018, where most went on to university with majors in law, engineering, international relations and other fields.

Orange County’s universities and community colleges recognize the connection of art and business, beginning with world-class performance venues, including: Chapman’s Musco Performing Arts Center; Irvine Valley College’s Performing Arts Center; and UCI — from Barclays and beyond.

In visionary thinking, Henry Segerstrom opened the Segerstrom Center for the Arts in 1986, which now boasts Segerstrom Hall, Judy Moor Theater, Segerstrom Concert Hall, Samueli Theater, Julianne and George Argyros Plaza, and the future home of the Orange County Museum of Art.

STEAM: Science, Technology, Engineering, ARTS and Mathematics are critical 21st century skills. Business recognizes the importance of arts in education: Irvine Company gave its second $20 million gift to Irvine United School District for fine arts, music and science programs — a great investment in arts and education.


OCBC’S ADVOCACY EFFORTS protect Orange County’s unrivaled quality of life by working to promote meaningful dialogue and policy solutions that create partnerships between businesses and government, ensuring and advancing the business community’s interests.

The Government Affairs Program is built around OCBC’s four core initiatives: developing a reliable and modern infrastructure system that can move goods and people safely and efficiently, a workforce prepared for a global economy, an adequate supply and range of workforce housing, and economic development strategies that safeguard a vibrant business community.

2018 Successes:n Led strong business delegations to Sacramento; Washington, D.C.

n OCBC held a 26% success rate in bills supported; 67% kill rate on bad legislation — in a decidedly progressive, anti-business legislature.

n Over 150 letters in support or opposition to legislation impacting business.

n Testified before numerous public agencies and commissions including Congressional sub-committee, California legislative committees, California Coastal Commission, SCAQMD, MWD, County of Orange, OCTA and SCAG.

n Advocated directly to local, state and federal elected officials including numerous members of Congress and Senate. Plus, OCBC held over 50 high-level advocacy meetings.

n Advocated for reform legislation on transportation funding, housing, CEQA, water, immigration and education.

n OCBC founded the R.E.A.L. Coalition, a statewide coalition of 23 CEOs of regional economic development organizations, co-chaired with Silicon Valley Leadership Group, advocating infrastructure, housing, water, economic development, CEQA and education reforms.

n Secured pro-business board and advisory appointments at local, state and federal levels.

n Strategic participation in key court cases and appeals affecting business interests.

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Advocacy and Government Affairs


“Orange County is the home for artistic expression, a business-friendly environment and limitless innovation; however, we are also a community facing issues such as affordable housing, infrastructure and workforce development. 2019 will be the year we apply ourselves as artists, business leaders and compassionate neighbors to solve these issues and build the best future for Orange County.”– OCBC Advocacy and Government Affairs Chair Lisa Haines, Disneyland Resort

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2019 Goals:n Engage new Orange County

leadership at county, state and federal levels on pro-business policies.

n Share OCBC’s 2019–2020 Legislative Action Guide, advancing pro-business, pro-jobs initiatives.

n Develop OCBC Federal and State Legislative Report Cards for new representatives on matters affecting Orange County’s economy and business.

n Recruit pro-business candidates for regional and state boards and commissions.

n Educate members on effective advocacy during OCBC Advocacy Trips to Sacramento and Washington D.C. to meet with key legislators and regulators.


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Enhancing INFRASTRUCTURE

EVERY GREAT METROPOLITAN AREA is comprised of an advanced network of roads, energy, water and other infrastructure. With more than 3 million and growing, Orange County must increase mobility options and decrease travel time for the workforce and businesses as the surest way to protect and

expand a thriving economy. OCBC works to promote a long-range view — advocating for the construction and maintenance of cutting-edge infrastructure that both secure the county’s connectivity and enhances the quality of life for all Orange County residents.

2018 Successes:n Maintained OCBC’s statewide profile while helping OCTA and Caltrans District 12 meet funding requirements for mobility improvements to OC with OCBC CEO’s service on the California Transportation Commission.

n Secured “efficiencies and reforms” with legislature, administration and at Caltrans; continued introductions of private sector innovations to public sector transportation agencies.

n Support of managed lanes strategy on I-405, an OC system of managed lanes, and support for federal funding for OC Streetcar in Santa Ana.

n Advocated for SB 1 — gas and transportation fee increase — to fund road repairs and traffic relief and successfully opposed its repeal via Prop 6 on November ballot.

n Advocated for solutions to SR-241/SR-91 traffic congestion backup.

n Helped secure hundreds of millions of fair share dollars for Orange County transportation, including new bike lanes, road repairs, SR 57 improvements, synchronized lights, and much more from state, local and federal sources.

n Engaged in climate change policy and greenhouse gas reduction strategies to increase mobility options beyond the single car.

n Advocated upgrades to proposed air quality management plan recommended by SCAQMD.

n Advanced Mobility 21, a public-private partnership of business and transportation agencies for Southern California.

n Assisted SoCal Gas with legislation related to Aliso Canyon storage facility.

n Advanced water projects including funding for IRWD water storage, Huntington Beach desalination, Cadiz, Baker Ranch and California Water Fix.


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2019 Goals:n Advance innovative

grassroots mobility solutions to reduce traffic congestion.

n Advocate for effective and efficient local and state toll road system.

n Support protection and implementation of Measure M2 provisions.

n Advocate for transparency and accountability measures in funding infrastructure.

n Advocate for water technology innovation, cost-effective desalination, recycling, groundwater replenishment, clean-up and conservation.

n Neutralize negative economic impacts of state’s climate change policies on mobility and housing.“Infrastructure investments lead to jobs, a thriving community and

a great quality of life. We need to continually improve our roads, bridges, airports, rail, water and energy infrastructure to address the diverse interests of our community today, tomorrow and for a sustainable future.”– OCBC Infrastructure Chair Kevin Haboian, HNTB


R ECOGNIZING THE DEMAND for a homegrown highly-skilled workforce, OCBC collaborates with community partners to develop strategic solutions to educate students in the skills needed amongst a wide range of emerging industries and businesses. By advocating for a great focus on S.T.E.A.M.

disciplines (Science, Technology, Engineering, Arts, and Math), Orange County is preparing students for the innovative jobs of the future and developing the next generation of global leaders.

2018 Successes:n Successful Science, Technology, Engineering, Arts, and Math (STEAM) event hosted at OC Sanitation District.

n Strong advocate for higher education in Sacramento.

n Successful 2018 Annual Workforce Development Conference with attendance of over 300 business, educators and legislators, on the impact of digitalization, automaton and artificial intelligence.

n OCBC 2019 OC Workforce Indicators Report successfully released with “The Dimensions of Defensibility: Human-Centered Design in an Automated Workplace.”

n Supported CTE and talent pipelines through OCDE OC Pathways, the LA/OC Regional Consortium, and local Community Colleges with Strong Workforce curriculum and targeted business roundtables.

n Latino Educational Attainment (LEA) continued engagement.

n LEA Longitudinal study was published in nationwide education publication 2018.

n LEA manual completed to teach program to school districts and non-profits.

n Advocated 13 education bills signed by the Governor and successfully advocated a veto on a UC-opposed bill to limit campus local control for outsourcing contracts.

n Supported internship promotion and placements for OCBC investors and education partners.

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Advancing WORKFORCE DEVELOPMENT


“Orange County Business Council connects regional business leaders with education and policy leaders to ensure the talent pipeline is robust with skilled workers ready to take on the careers of the 21st century. Engaging with the training and development of the current and future workforce is a strategic priority to ensure a strong labor force and keep our locally trained talent in Orange County.”– OCBC Workforce Development Chair Richard Porras, AT&T


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2019 Goals:n Develop solutions to end

“millennial flight” including “Hire OC” campaign to encourage businesses to hire new grads.

n Expand Latino Educational Attainment program with the California legislature, including launch of LEA Manual to enhance communications aimed at increasing college enrollment and reducing the achievement gap in the Latino community.

n Advance OC Pathways K–12 partnerships to develop a guided cohort pathway model that advances students from K–12 to employment.

n Advocate Early Childhood Education Programs.

n Identify and advocate for local control of school districts, funding, education governance reform, and STEAM.

n Assist in development of cybersecurity pathway programs in the county.

n Promote healthy race relations and diversity in workforce development.



AS THE POPULATION CONTINUES TO GROW, the county must evolve from traditional models and look to provide the homes of the future for the workforce of the future — whether it’s a single family detached home, a new high-rise condominium, or apartments built into a traditional commercial zone.

An adequate and affordable supply of housing for the workforce is critical to the long-term success of Orange County’s business community. OCBC continues to work with cities and community partners to meet this demand by planning for growth that reflects the need and preference for housing at all socio-economic levels.

2018 Successes:n OCBC’s groundbreaking OC Housing scorecard and housing video advocating for increased housing supply throughout So Cal.

n Successfully advocated for new housing development projects throughout Orange County; media sought after spokes-organization on housing issues.

n Stopped a no-growth ballot measure in Irvine for 2018.

n Successfully advocated for a permanent funding source for affordable housing and housing bond for the 2018 ballot.

n Developed a private capital housing trust to leverage public housing trust funding for permanent supportive housing and affordable housing to end homelessness.

n Advocated to secure cap and trade dollars for affordable housing in Orange County and Governor’s “by-right” development legislation.

n HOMEFUL Foundation, an innovative funding mechanism to end homelessness.

n Successful opposition to rent control in Santa Ana and statewide NO on Prop 10.

n Support of YIMBY support groups for housing and traffic relief.

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Increasing WORKFORCE HOUSING


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2019 Goals:n Secure private sector funding

for the Orange County Housing Trust to ensure permanent supportive housing and affordable housing.

n Complete the 2019–20 OCBC Housing Scorecard report informing the county on housing shortfalls and successes.

n Advocate for legislation to improve building environment or increase the quantity and variety of homes, including Orange County share of cap-and-trade funding for affordable housing partners.

n Assist OC United Way in eliminating homelessness and HOMEFUL Foundation efforts to fund homeless programs.“Orange County is known for its high quality of life and excellent

economic climate. Orange County Business Council is hard at work planning for continued economic growth. In order to attract and maintain a dynamic and skilled workforce we need to ensure a range of homes affordable to all levels of the workforce.”– OCBC Workforce Housing Co-Chair Susan Hori, Phelps & Phillips, LLP


THE COUNTY’S BUSINESS COMMUNITY is leading the state and nation in measurable growth and innovation, as seen by its falling unemployment numbers, rising quality of life, and thriving startup culture. Thus, OCBC works to promote economic development solutions fostering global strategic partnerships

and growth in key burgeoning industries, including high tech, manufacturing and international trade.

2018 Successes:n CSUF/OCBC 2018 24th Annual Economic Forecast Conference, with over 700 guests.

n Focus on trade, tariffs, NAFTA renegotiation, China impacts on OC business.

n Held successful Economic Development Forum on Energy.

n Cybersecurity Task Force featured experts, education and tools to help business stay cyber-savvy.

n Successful Eighth Annual Turning Red Tape into Red Carpet Awards with a record number of applicants.

n Partnered with GO-Biz on two California Competes Tax Credit workshops for Orange County businesses; helped secure tax credits for OCBC members.

n Completed economic development strategy research for private companies and agencies.

n Advocated for Orange County as a competitive metropolitan region for a global brand’s new business venture.

n In conjunction with GO-Biz, distributed more than seven site location leads to OC cities or commercial brokers and supported new businesses entering Orange County.

n Secured grant to develop “Internet of Things” (IoT) curriculum in IT industry cluster.

n Promoted Disneyland Resort investment of over $1B in Anaheim, no gate tax; advocated for three 4-Diamond hotels in Anaheim.

n Collaborated with the Los Angeles Chamber and five counties in the LA Designated Market Area to identify opportunities for foreign direct investment.

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Promoting INNOVATION


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2019 Goals:n Promote Orange County’s

2019–2023 Comprehensive Economic Development Strategy.

n Support development of key and emerging industry clusters, including manufacturing, information technology, high tech and clean tech sectors.

n Support local incentives for growth and development including city economic development and smart city plans incorporated into general planning efforts.

n Conduct 2019 Economic Development Forum and Economic Forecast Conference to provide economic trends affecting Orange County businesses and further inform management’s strategic planning process.

n Educate local CEOs engaged in economic development and topline OC issues.

n Promote OC global connectivity and international trade via strategic partnerships, delegation briefings, and guest speakers.

“Orange County is experiencing the strongest job market in decades and 2019 looks to provide sound fundamentals to continue our economic growth. This year, the Economic Development Committee will tackle the changing dynamics of Orange County, including new technologies and innovation in a growing smart region, communities retaining vital millennial talent in the region, and how Orange County can leverage our trade infrastructure, economic corridors, and opportunity zones to create new investments in our region.”– OCBC Economic Development Chair Rick Nogueira, JPMorgan Chase & Co.


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Research and Communications

AS THE LEADING VOICE OF BUSINESS in Orange County, OCBC maintains an aggressive and cutting-edge communications program to share critical information with members, the public and media — solidifying OCBC as the go-to source for business news and resources. OCBC’s Research

Department, led by Wallace Walrod, Ph.D., Chief Economic Advisor, provides an objective bridge between policymakers and community and business leaders, ensuring informed decision making regarding OCBC’s core strategic initiatives.

2018 Successes:n Over 100 speaking engagements, panels and events, promoting OCBC’s four core initiatives.

n Dr. Wallace Walrod as a key economic advisor to the Southern California Association of Governments.

n Produced the 2019 Orange County Workforce Indicators Report.

n Produced “The Dimensions of Defensibility: Human-Centered Design in an Automated Workplace” with OC Pathways and the OC Department of Education.

n Completed Orange County’s 2019 Comprehensive Economic Development Strategy (CEDS).

n Groundbreaking 2018 study, “Inside Orange County’s Retail E-volution” on the impact of online vs. brick and mortar shopping on real estate, government, transportation and more.

n 2018 OC Community Indicators Report, with focus on poverty issues, research support.

n Extensive media coverage through editorials, blogs, press releases, quotes, event coverage, television, newspaper and radio.

n Expanding reach as the “go-to” economic voice for Southern California.

n Numerous completed research projects on education, economic development, transportation, business attraction.

n Produced in-house cameo videos of guest speakers and participated in numerous outside videos as community leaders.


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2019 Goals:n Partner with key public

agencies and community organizations in publishing the annual, robust Orange County Community Indicators Report, featuring both successes and challenges.

n Grow OCBC’s prominent social media presence.

n Expand alternative outlets for OCBC’s messages, including regional, state and national publications.

n Produce 2019/20 OC Workforce Housing Scorecard and 2020 OC Workforce Indicators Report.

n Implement recommendations in 2018 Retail Study to assist cities in a new economy.“Orange County Business Council is undoubtedly the leading voice

of business throughout Southern California and the state as a whole, producing robust and critical economic and policy research utilized by public and private sector decision-makers. Through its cutting-edge, dynamic and innovative communication practices, OCBC continuously provides the business community and leaders with the news and key data analytics necessary to strategically plan and contribute to overall regional competitiveness and prosperity.”– Chief Economic Advisor to OCBC and Head of Research Wallace Walrod, Ph.D.


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n Robert Herjavec, Shark Tank

n Rabbi Richard Steinberg

n Dennis Kuhl, Angels Baseball

n Josh D’Amaro, Disneyland Resort

n Dean Spanos, Los Angeles Chargers

n AG Spanos, Los Angeles Chargers

n John Spanos, Los Angeles Chargers

n Annette Walker, City of Hope, Orange Coast

n Ed Randolph, California Public Utilities Commission

n Jill Anderson, SCE

n Dr. Michl Binderbauer, TAE Technologies

n Susan Kennedy, Advanced Microgrid Solutions

n Rich Bluth, The Irvine Company

n Greg Miller, Ice Energy

n Tina Javid, SoCal Gas

n Kurt Macneil, UPS

n Tiffany Roberts, WSPA

n Michael Backstrom, SCE

n Michael Camuñez, Monarch Global Strategies LLC

n Bill Fennessy & Tracy Carmichael, Think Together

n Dean Michael Dennin, UCI Vice Provost

n Mark Pepping, Experian

n Zach Scott, NRI Secure

n Mike Daniels, OC/IE Regional SBDC

n Lance Larson, OC Intelligence Assessment Center

n Henry Hua, Cypress College

n Dr. Tad Funahashi, Innovation Studio, Kaiser

n Nick Newsom, Ytel

n Mike Morper, Veritone

n Paul Kagoo, Western Digital

n Amy Kaufman, OC Pathways

n Jim Herberg, OCSD

n Kelly Yang Wells, Visit California

n Ed Fuller, OC Visitors Association

n Geoff Kutnick, FOODBEAST

n Bill Carpou, OCTANe

n John Cox, OCTANe Launchpad

n Lou Bronstein, John Wayne Airport

n Tatyana Aguirre, US Commercial Services

n Robert Hubbard, Cisco

n Mark Thorpe, President and CEO Ontario International Airport

n James Herberg P.E., Orange County Sanitation District

n Michael Krause, South Coast Air Quality Management District (Art Leahy – Chief Executive Officer, METROLINK

n Nate Kaplan, State Director of GoRail

n Eraina Ortega, Inspector General California Department of Transportation

n The Honorable Patrick O’Donnell – California Assemblymember, 70th AD

Networking and Events

OCBC PROVIDES A FORUM for Orange County’s leaders to network with the business and public sector communities to proactively address the overall economic, political and academic climate. Whether it’s an intimate Chairman’s Leadership Breakfast that highlights a timely issue, or OCBC’s Annual Dinner bringing together 700 business and community leaders,

OCBC strives to provide innovative, informative and fun networking opportunities to the nation’s sixth largest county.

OCBC’s numerous high-level, innovative events in 2018 featured:

OCBC Speakers:


n Laurie Berman, Director of Caltrans

n Ryan Chamberlain, Chief Deputy Director, Caltrans

n Andrew Do, Chairman of the Orange County Board of Supervisors

n Chad Mayes, Assemblyman, 42nd Assembly District

n John Chiang, California State Treasurer

n Lisa Bartlett, 5th District, Orange County Board of Supervisors

n Assemblymember Phillip Chen, 55th AD

n State Senate Republican Leader, Patricia Bates

n Orange County Treasurer-Tax Collector, Shari Freidenrich

n Senator Ed Hernandez, Candidate for Lt. Governor

n Assemblymember Tom Daly, 69th AD

n Diane Harkey, 4th District Board of Equalization

n John Russell, Dentons

n Congressman Alan Lowenthal

n Senator Dianne Feinstein

n Grover Burthey, US Dept. of Transportation

n Housing and Community Development Director Brian Metcalf

n Congressman Lou Correa

n Congressman Dana Rohrabacher

n Congressman Ed Royce

n Congresswoman Mimi Walters

n Congressman Sam Graves

n Congressman Darrell Issa

n Nicholas Geale, US Dept. of Labor

n Samantha Zagar, The White House

n Brandye Hendrickson, Federal Highway Administration

n Secretary Alexis Podesta

n Secretary Keely Bosler

n Senator Steven Bradford

n Attorney General Xavier Becerra

n Senator Janet Nguyen

n Assemblymember Miguel Santiago

n Assembly Leader Brian Dahle

n Senator Jim Beall

n Assemblymember Stephen Choi

n Assemblymember Sharon Quirk-Silva

n Assemblymember Matt Harper

n Assemblymember Bill Brough

n Senator John Moorlach

n Assemblymember Ian Calderon

n Assemblymember Blanca Rubio

n Assemblymember Rudy Salas

n CalSTA Secretary Brian Annis

n CalEPA Secretary Matt Rodriguez

(partial listing)

Join OCBC in 2019

n One Voice, Two Capitols Advocacy TripSacramento, CAMarch 18 –19, 2019

n Chairman’s Leadership BreakfastStuart McClure, CEO & Founder, CylanceApril 18, 2019

n Economic Development ForumMay 2019

n Latino Educational Attainment ReceptionMay 1, 2019

n One Voice, Two Capitols Advocacy TripWashington, D.C.May 6 –8, 2019

n Chairman’s Leadership BreakfastKevin Demoff, Executive Vice President of Football Operations/Chief Operating Officer, The RamsJune 4, 2019

n Chairman’s Leadership Breakfast3rd Quarter

n Health Care ForumJuly 2019

n Workforce Housing Scorecard ForumJune 2019

n Orange County Community IndicatorsAugust 2019

n Executive Invitational Golf TournamentSeptember 17, 2019

n Workforce Development ConferenceOctober 10, 2019

n 25th Economic Forecast ConferenceOctober 30, 2019

n Chairman’s Leadership Breakfast4th Quarter

n Turning Red Tape into Red CarpetNovember 20, 2019

n Holiday ReceptionDecember 12, 2019

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Chair, Board of DirectorsRobbin Narike PreciadoRegional President and Managing DirectorUnion Bank

Chair ElectJoe HensleyMarket President, Orange CountyU.S. Bank

TreasurerJena JensenChief Government Relations OfficerCHOC Children’s

Immediate Past ChairSteve ChurmExecutive Vice President, Public AffairsFivePoint Holdings, LLC

President, CEO and SecretaryLucy DunnPresident and Chief Executive OfficerOrange County Business Council

Co-Chairs, Advocacy and Government AffairsLisa HainesVice President, Public AffairsDisneyland Resort

Diana KotVice President, Membership Development & AdvocacySchoolsFirst Federal Credit Union

Chair, Economic DevelopmentRick NogueiraRegion Manager, Middle Market BankingJPMorgan Chase & Co.

Vice Chair, Economic DevelopmentJodi DuvaVice PresidentCox Business, Orange Coast

Chair, InfrastructureKevin HaboianChief Business Development Officerand Sr. Vice PresidentHNTB Corporation

Chair, Membership and Investor RelationsJoe HensleyMarket President, Orange CountyUS Bank

Co-Chairs, CEO Leadership CaucusTom PhelpsPartnerManatt, Phelps and Phillips, LLP

RJ MayerChairman and Chief Operating OfficerThe Mayer Corporation

Chair, Legal AffairsJuan C. BasombrioPartner and Co-Chair International GroupDorsey & Whitney LLP

Chair, Research and CommunicationsAbigail LovellSr. Vice President, Global CorporateResponsibility & Shared MarketingExperian, North America

Chair, Strategic PlanningSteve ChurmExecutive Vice President, Public AffairsFivePoint Holdings, LLC

Chair, Workforce DevelopmentRichard PorrasAsst. Vice President, External AffairsAT&T

Vice-Chair, Workforce DevelopmentShari BattleSr. Vice President, OC Market ManagerBank of America

Co-Chairs, Workforce HousingSusan HoriPartner and Co-Chair, Land UseManatt, Phelps & Phillips, LLP

Benjamin Rubin Partner, Land Use & DevelopmentNossaman

Chair, City PartnersDan MillerSr. Vice President, Entitlement and Public AffairsThe Irvine Company

Chair, OCMovesMichael KramanChief Executive OfficerTransportation Corridor Agencies

Chair, Community College Working GroupGlenn Roquemore, Ph.D.PresidentIrvine Valley College

Chairman’s CEO Leadership CaucusRobert BraithwaitePresident & CEO, HOAG Memorial Hospital Presbyterian

Joe Brennan Vice President & General Manager, Fluor Enterprises, Inc.

Andrew CecereChairman, President and CEO, Retired, U.S. Bancorp

Josh D’Amaro President, Disneyland Resort

Adrian Foley COO, Brookfield Residential, California andPresident, Brookfield Homes Southern California

Emile Haddad Chairman and CEO, FivePoint Holdings, LLC

Paul Kaufman West Segment Manager, JPMorgan Chase & Co.

Parker S. Kennedy Executive Chairman of the Board, First American Financial Corporation

Tom McKernan CEO, Automobile Club of Southern California

Steven Nichols Managing Partner, Rutan & Tucker LLP

Victor Nichols CEO, Experian

Jeff Roos Regional President, Lennar Homes

2019 Executive Committee and Board


25

Mario AguirreDirector, Gas Distribution Projects, Planning,Engineering & Work ManagementSouthern California Gas Company

Michael BalsamoSr. Vice President, Governmental RelationsRancho Mission Viejo

Dave BartlettVice President, Land EntitlementBrookfield Residential, Southern California

Robert BeinChairman EmeritusMichael Baker International, Inc.

Nina BoydAssociate Superintendent, Community & Student ServicesOrange County Department of Education

Charles Bullock, J.D.Executive Vice Chancellor ofAcademic Affairs and ProvostBrandman University

Cathy CapaldiSr. Vice President, Business Development and Marketing MemorialCare Health System

Les CardPrincipalLSA Associates, Inc.

Marian Catedral-KingPolicy, Government & Public Affairs ManagerChevron Corporation, Southwest

Mark CostaExecutive DirectorKaiser Permanente Orange County

Jag DosanjhSr. Vice President, Medical DermatologyAllergan

Rebecca HallPresident and Chief Executive OfficerIdea Hall

Ron HassePresident and PublisherSouthern California News Group and The Orange County Register

Brian HerveyVice Chancellor, University Advancement and Alumni RelationsUniversity of California, Irvine

Darrell JohnsonChief Executive OfficerOrange County Transportation Authority

Don KennedyVice President and Orange County ManagerFirst American Title Company

Keith KobataRegion PresidentWells Fargo & Company, Orange County Region

Larry LabradoPrincipal Manager, Government AffairsSouthern California Edison

Justin McCusker, Ph.D.Senior ExecutiveC.J. Segerstrom & Sons and South Coast Plaza

Nina RobinsonVice President, Marketing & Corporate CommunicationsHoag Memorial Hospital Presbyterian

Gregory SaksVice President of University AdvancementCalifornia State University Fullerton

Avygail Sanchez Vice President, Director of Public Affairs and PolicyParsons Corporation

Dessi SarabosingChief Financial OfficerMobilitie

Laurence (Buz) SchottSenior Director, State Government AffairsCharter Communications

Michael SchraderChief Executive OfficerCalOptima

Kathy SieckSr. Vice President, Human Resources, Public Affairs & PublishingAutomobile Club of Southern California

Daniele Struppa, Ph.D.PresidentChapman University

Nicole SuydamPresident and Chief Executive OfficerGoodwill of Orange County

Annette WalkerPresidentCity of Hope Orange County

Lisa WeaverChief Integration and External Relations OfficerProvidence St. Joseph Health, Southern California

BoeingVacant

KPC HealthVacant

ToshibaVacant

United Parcel ServiceVacant

Chair EmeritusDick AllenStephen K. BoneEdgar S. BrowerLarry BusterLes CardPeter CaseSteve ChurmLaura DeSotoMichael HornakChristine Iger, Esq.Steve LenziLinda MartinRobert J. MayerThomas MerrickDan MillerJulie Miller-PhippsThomas H. NielsenEddie NorthenThomas PhelpsRichard PorrasBill RossJohn SchuelerPeter VillegasWayne Wedin

2019 Directors


26

OCBC Investors

Allergan, Incorporated

Automobile Club of Southern California

Bank of America

Brookfield Residential Southern California

C.J. Segerstrom & Sons and South Coast Plaza

CalOptima

Charter Communications

Chevron Corporation, Southwest

CHOC Children’s

City of Hope Orange County Cancer Center

County of Orange

Cox Business Orange Coast

Dorsey & Whitney, LLP

Hewlett Packard/Perspecta

HNTB Corporation

Hoag Memorial Hospital Presbyterian

Idea Hall

JMorgan Chase and Co.

KPC Healthcare, Inc.

Lennar Homes

MemorialCare Health System

Mobilitie, LLC

Orange Coast Memorial Medical Center

Orange County Register and Southern California News Group

Rancho Mission Viejo, LLC

Rutan & Tucker, LLP

Saddleback Memorial Foundation

San Diego Gas and Electric

SchoolsFirst Federal Credit Union

SoCalGas

South Orange County Community College District

Southern California Edison

The Mayer Corporation

Transportation Corridor Agencies

U S Bank

Platinum

Gold


27

ACEC - OC

ACI Jet

Aera Energy, LLC

AES Huntington Beach

Atkinson, Andelson, Loya, Ruud & Romo

Atlantic Aviation

Avenue of the Arts Hotel

Barclays Capital - Public Finance

Base 11

BSH Home Appliances Corporation

Burns & McDonnell

Cadiz, Inc.

California Bank & Trust, Orange County

Caribou Industries, Inc.

Center Club

City of Aliso Viejo

City of Anaheim

City of Huntington Beach

City of Irvine

City of Lake Forest

City of Mission Viejo

City of Santa Ana

City of Tustin

Coast Community College District

Curt Pringle & Associates

Discovery Science Center

DMI DIRECT

Econolite Group, Inc.

Experience Recovery, LLC

Fairmont Private Schools

Faubel Public Affairs

First 5 Orange County, Children and Families Commission

Fluor Corporation

FSB Core Strategies

Gallade Chemical, Inc.

GardenWalk Hotel I, LLC

Geosyntec Consultants

Girl Scout Council of Orange County

Guida Surveying, Inc.

Higher Ground Education, Inc.

Hines

Hotel Irvine

Human Options, Inc.

Irvine Ranch Water District

JacksonTidus

Kimberly-Clark Corporation

Kutak Rock, LLP

Latham & Watkins

Leighton

Lewis Brisbois Bisgaard & Smith, LLP

Live Nation

Los Angeles Rams

Mesa Consolidated Water District

Metrolink

Metropolitan Water District Southern California

Municipal Water District Orange County

National Community Renaissance of California

North Orange County Community College District

NRI Secure Technologies, Ltd.

OHL USA, Inc.

Ontario International Airport

Orange County Association of Realtors

Orange County Automobile Dealers Association

Orange County Bar Association

Orange County Local Agency Formation Commission (OCLAFCO)

Orange County Sanitation District

Orange County Taxpayers Association

Orange County Transportation Authority

Pacific Life

Parsons Brinckerhoff

PBF Energy Western Region

PCL Construction

PIMCO

Poseidon Water

Psomas

PTS ADVANCE

R.D. Olson Development

Rancho Santiago Community College District

Reed & Davidson, LLP

Regional Center of Orange County (RCOC)

Shopoff Realty Investments, L.P.

Signature Flight Support

South Coast Air Quality Management District

Southern California Partnership for Jobs

Suzanne’s Catering & Event Planning

Taylor Digital

THINK Together

Todd Priest and Associates

Uber Pacific Southwest Marketplace

Union Pacific Railroad

Vineyard Development Corp (VDC)

Ware Malcomb

Western States Petroleum Association

Ytel, Inc.

Association of California Cities- Orange County

AECOM

Akin, Gump, Strauss, Hauer & Feld, LLP

Albertsons, Vons, Pavilions

Anaheim Transportation Network

Angels Baseball, LP

AT&T California

Brandman University

California State University, Fullerton

Chapman University

Coca-Cola North America

Cofiroute USA

Crown Castle

First American Title Company

Goodwill of Orange County

HDR Engineering, Inc.

Jacobs

John Wayne Airport

Kaiser Permanente Orange County

Los Angeles Chargers

LSA Associates, Incorporated

Majestic Realty Company

Manatt, Phelps & Phillips, LLP

Michael Baker International

Nossaman, LLP

Orange County Department of Education

Orange County’s United Way

Pacific Symphony

Parsons

Segerstrom Center for the Arts

Southwest Airlines Co.

St. Joseph Health System

The Boeing Company

Toshiba America Information Systems, Inc.

Union Bank

United Parcel Service, South California District

University of California, Irvine

Wells Fargo & Company, Orange County Region

Bronze

Silver


28

Expenses and Revenue

n General and Administrative

n Events and Committees

n Business Development & Investor Relations

n Research

n Economic Development

n Government Affairs

n Communications

n Workforce Development

n Investments and Dues

n Events

n Research/Investment

n Economic Development Programs

n Government Affairs Programs

n Workforce Development Programs

2019 Expenses 2019 Revenue

16%

22%

10%11%

21%

10%4%

6%

65%

16%

10%6%

1%2%


29

Lucy DunnPresident and CEO

Wallace Walrod, Ph.D.Chief Economic Advisor

Alicia BerhowSenior Vice President, Government Affairs

Natalie RubalcavaChief Operating Officer and Vice President of Investor Relations

Danette ParenteChief Financial Officer

Chris ReeseVice President of Workforce and Economic Development

Sabra RitterVice President of Marketing and Events

Vicki BlaserDirector of Investor Relations and Finance

Catherine HarperCommunications Manager

James AlleyEvents and Communications Specialist

Nicolet AlegadoExecutive Assistant to the President and CEO

Lindsay BarrLegislative Analyst

Connor MedinaGovernment Affairs Specialist

Lauren MartinOffice Assistant and Events Specialist

OCBC Staff


30

For more information on becoming an OCBC member, contact Natalie Rubalcava, Chief Operating Officer, at [email protected] or 949.476.2242

www.ocbc.org

Why Join the Leading Voice of Business?

Regional Economic DevelopmentEngage in regional economic development efforts and learn about the latest projects and initiatives.

Coalition BuildingLearn about critical issues impacting business and build a coalition to influence elected officials that will deliver results benefiting companies and the county.

Business DevelopmentDevelop new business opportunities and enhance your

network with high level business and opinion leaders.

Corporate Social ResponsibilityDemonstrate good corporate social responsibility and leadership by

investing in Orange County’s economy to preserve a high quality of life.


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ocbc annual report 2019.indd 2 1/30/19 5:46 pm · 2019 annual report – the art of business. the...

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