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"Familiarization" and promotional events, relationships, gifts

Contact :   TEL   847-304-4655

Bruce Donnelly   bruce@gdi-solutions.com    (Biography)

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Introduction

 

We specialize in personal, independent introductions to relevant professional service providers such as business location strategy consultants and our many economic development contacts according to the project interests of the executives we serve.

Our Professional Site Selection Tour and "Meeting Point" services also introduce site selection professionals who can assist communities through special research trips ("inward visits" or familiarization tours), pre-scheduled meetings at major events, and services designed to support their competitive benchmarking analysis, investment promotion strategies, and marketing programs.  www.ontheshortlist.com

We can also privately coordinate executive visits to one or more business locations in Europe (or elsewhere in the world) when planning an investment project or seeking local business alliances.

Please contact us to discuss our event marketing services and introductory referrals.

Partners4Technology

The International Business Introduction Service

for Technology-Led Business Cluster Development

 

Background Information about this unique B2B service

which collaborates globally with local economic development programs

such as business retention, expansion, trade, and cluster initiatives

to introduce executives to potentially relevant business contacts

according to their specified interests and preferences

without necessarily waiting to meet at networking events.

 

www.partners4technology.com

Regional directory of area "familiarization" events organized by economic development and investment promotion organizations (see : Regional Contacts >)
US : Northeast

NY, CT ,RI, MA, NH, VT, ME

US : Great Lakes

OH, KY, MI, IN, IL, WI, MN

Canada Mexico
US : Mid Atlantic

PA, NJ, MD, DE, DC, VA, NC, WV

US : North Central

MO, KS, NE, IA, SD, ND

US : Mountain

AZ, NM, CO, UT, WY, ID, MT

South America
US : Southeast

FL, SC, GA, TN, MS, AL

US : South Central

TX, OK, AR, LA

US : West Coast

CA, NV, OR, WA, HI, AK

Central America, Caribbean
Europe South Asia Australia, New Zealand Middle East, and Africa
China, Taiwan Southeast Asia Korea Japan

The following links scroll down to lists lower on this page which highlight various types of promotional activities by area representatives (recent and future).

These special events and promotional initiatives are typically intended to influence location advisors and top executives who are responsible for major investment projects.

Expenses paid familiarization tours Uncompensated familiarization tours Open seminars or meeting events and open hospitality functions at events Paid role in seminars or meetings
Gifts or drawings of significant value Invitation-only hospitality functions at promotional events, trade shows Invitation-only meetings with local consultants, executives Non-competitive work or open RFP for services to exclusively promote or support promotion of an area
Highlighting promotional relationships with service providers

This directory will selectively highlight recent or upcoming promotional activities by area representatives such as local familiarization tours, hospitality functions, or working relationships which executives may want to know about when considering their own choices of business locations and independent professional advisors.

Such promotional activities can be helpful to executives and professional advisors who may otherwise be unfamiliar with an area or service, or need to update their knowledge periodically.  This complements their advertising and other PR work.  It also helps to highlight areas which are actively seeking investment projects.

When used appropriately, a limited investment in such promotional activities can be perfectly appropriate and quite helpful to the participants, and worth calling to the attention of executives or advisors who might be potentially relevant participants.

Open Disclosure : Would you want top executives to know?

We routinely receive clever promotional invitations or gifts intended for independent location consultants.  Usually these are gifts or invitations of incidental value, like promotional handouts to attract attention and be memorable at trade show booths, but some areas invest a lot of money on such PR work (time, travel expenses, etc.) to try to influence the professionals who can refer investors to their areas.  In some cases, this may raise ethical issues, or disclosure at least.

While most such PR initiatives would have little real impact on client work by leading professionals in this niche, we believe they should be openly disclosed both by the organizations which are investing in such initiatives, and by any advisors who benefit by acceptance of such promotional investments, whether directly (reimbursement of expenses, significant gifts, or the sale of services to the organizations involved) or indirectly (introductions to potential clients among event participants, publicity related to their participation as in the case of press releases or event sponsorship, etc.).  There is a need for greater transparency about such promotional spending.

We may know people who should be invited to participate, and so may others.  We can offer suggestions or help to raise awareness of some promotional activities through our own marketing work, including more than this page.  By openly sharing knowledge about promotional activities, we make it easier for executives to reach the organizers as well as the professionals whose participation may arouse interest. We don't try to judge for others whether a promotional activity is appropriate or not.  We make such judgments for our own participation in the context of our own working relationships and professional independence considerations.  We selectively highlight promotional activities to which we have been invited to participate, and our participation decision or such disclosure does not represent either endorsement or criticism of the organizers.
For example, area representatives may not know all the executives or advisors who might be appropriate to invite, while they in turn may be unaware of such activities of potential interest, as in the case of location advisors who already anticipate growing interest in an area by future clients, and want to invest the necessary time to develop a closer relationship and become more familiar with the area and the services offered. We openly disclose our professional working relationships through our contact lists and the related GUIDE Area Profiles and Service Profiles, and we believe other independent professionals who advise executives about plans for major investment projects should similarly disclose any working relationships, promotional activities, or gifts received which might be perceived by client executives as creating potential conflicts of interest.
From our perspective, if it is worth investing considerable (and limited) resources in such promotional activities on behalf of an area or service, it may be worth disclosing the opportunity or highlighting those professionals who have participated, so that executives will know who has developed timely knowledge about the area. In the above context, this section provides an opportunity for economic development organizations and professional services to openly disclose such relationships, whether directly here or through links to their own relevant website content elsewhere.  This service will make it easier for executives to find such disclosures, but is certainly not a comprehensive report of all such promotional activities by areas.
See also our "ad recall" service which highlights recent advertisers, and our "event recall" service which highlights event sponsors, exhibitors, and speakers, such as participants in industry trade shows or professional association meetings.

The following are selective lists, and are not intended to be comprehensive since there are literally thousands of investment promotion agencies worldwide.

We also disclose our plans to participate in future events where area representatives, professional service providers, and executives can easily arrange to meet us.

Timing of the promotional activity Promotional organization(s) Participants Summary of the promotion
Expenses paid familiarization tours - typically used to encourage location advisors to visit the area and thus become more familiar with it   As a general rule, we may participate in such events as a convenient way to meet participants in our services and maintain timely knowledge of their areas. Typically used to attract a small group of consultants and executives to visit the area and become familiar with it as a potential location for projects.
October 7-8, 2003  Athens, OH Governor's Office of Appalachia

800-848-1300

Unknown.  Ron Starner of Site Selection magazine was the keynote speaker.  Aimed at location consultants and CRE brokers, developers.  Meals, lodging, golf and comp event fees for some, not all. "All Transportation Counts" event promoting the Appalachian Ohio region, a new www.appalachianohio.com portal, and Ohio Univ. Innovation Center.
Sept 25-28, 2003  Destin FL Florida's Great Northwest Challenge 2003 Unknown.  Similar events have been organized to attract consultants in the past. Golf, fishing, and networking as part of a familiarization program about the region
September 22-23, 2003

Advantage Valley, West Virginia

www.advantagevalley.com  304-760-0950

Unknown.  We declined to attend because of other commitments. General networking at a luxury resort aimed mainly at location consultants
September 2-3, 2003 Tennessee Valley Authority Unknown.  We declined to attend because of other commitments. Various recreational activities at luxury resort in the Great Smoky Mountains; general networking, aimed at consultants
May 2002 Tri-Cities, WA TRIDEC Tri-City Industrial Dev Council We attended their familiarization event following CoreNet Salt Lake City with a few CRE professionals and executives. Multi-day program to introduce their area and develop relationships through a very well-structured and informal visit program
Uncompensated familiarization tours - same function as paid tours   Compensation is not always clearly indicated in invitations, and may vary.  
Nov 4-7, 2004 Atlanta, GA Georgia Allies "Consultants Weekend" Unknown.  We declined to attend because of other commitments. Promotional event during golf tour
July 27-28, 2004, Meridian MS East Central Mississippi Economic Council - ECMEC; 601-4848-2594 We declined to attend because of other commitments Promotional event for a 17 county area
Rescheduled to June 24-25, 2004.  The September 18-20, 2003 event was cancelled due to a hurricane

"Discover Maryland" event

Maryland Dept of Business & Economic Development; 410-767-6562

Unknown.  We declined to attend because of other commitments.  Annual promotional event for location consultants, brokers, and other business partners. 

June 9-11, 2004

May 21-23, 2003

West Kentucky Corp.

Clay Walker   866-274-8706

Unknown.  We declined to attend because of other commitments. General networking at a luxury resort aimed mainly at location consultants
September 24, 2003 Springfield IL Ameren "Illinois Advantage" program

 

Unknown.  We declined to attend because of other commitments. promoting investment in central and southern Illinois
Open seminars or meeting events and hospitality functions at events      
October 11-15, 2003 in Atlanta, GA

May 15-19, 2004 in Chicago, IL

Nov. 6-10, 2004 in San Antonio, TX

Areas which have often hosted major hospitality functions at CoreNet : AL, AZ, CA, DE, GA, IA, IL, IN, KS, KY, LA, MO, MS, NY, OH, OK, OR, PA, TN, TX, WY

Canada - Atlantic, Québec, Ontario

Many states, regions, or countries host open hospitality functions during the spring and fall Global Summit events, or during regional events worldwide.

Local co-sponsors often participate and help to organize and fund these large events.

Some areas also host invitation-only hospitality functions separately.

Typically open-bar and buffet food service for the large groups of attendees.  Some provide entertainment or gifts of minor value to most attendees (first come), and some do prize drawings. 

General networking among all attendees, plus some private sponsor functions.

Often have exhibit booths as well to distribute promotional materials and discuss specific interests with attendees.

September 22-24, 2003 luncheons in Chicago, St. Louis, and Atlanta Port of Hamburg with Atkins International

www.exportexpert.com  800-742-4311

unknown. Seminar promoting advantages of the Port of Hamburg, introducing port executives.
September 22, 2003 - World Trade Center Chicago ITD Hungary and WTC Chicago

312-467-0603

Keynote speaker is a Senior Partner from Baker & McKenzie.  Co-sponsors IL Trade Office, and Chicago Cook County  Hungarian Business Matchmaking Program and Luncheon - introductions to visiting companies from Hungary (trade promotion)
September 8-9, 2003 - Washington DC US Dept of Interior hosting, first time event organized by McPhee & Assoc. Participants from US Territories, US Dept of Commerce, and others.  Unknown who was invited; apparently consultants.  We were invited too late to participate. Investment Development Conference - Promoting investment in the US Territories - Guam, US Virgin Islands, American Samoa, Northern Mariana Islands
Invitation-only hospitality functions at promotional events, trade shows Organizers : how to contact them about a planned event or get invited in the future. We generally take advantage of such events to expand our network of contacts and knowledge of their areas, especially if they participate in our services. Note that for security reasons we do not generally indicate the venue of private functions in advance.  Contact the organizers for such invitation details.
May 18, 2004  Chicago State of Ohio

 

Dayton Development Coalition

1-800-241-2469 Harry Bumgarner or Marty Hohenberger

The state of Ohio has often hosted hospitality events during the CoreNet summits in cooperation with regional and local economic development organizations throughout Ohio.  We plan to attend. Cocktail and hors d'oeuvres cruise as an informal networking function to develop closer relationships.  Sightseeing tour.
October 10, 2003 Atlanta

November 15, 2002 San Diego

May 3, 2002 Salt Lake City

October 19, 2001 Dallas

Buffalo Niagara Enterprise

www.buffaloniagara.org

Many executives and professional service providers attended this regularly scheduled event on the Friday night before CoreNet summits, as we have.  This event may not be continued at future CoreNet summits. Cocktail and dinner event, typically with entertaining themes and very attractive venues as an informal networking function, with catering by leading chefs from Buffalo.  Often includes unique gifts for attendees and prize drawings.
November 16, 2002 San Diego TRIDEC Tri-City Industrial Dev Council Along with other participants in their prior familiarization tours, we were invited to  join their dinner cruise during the CoreNet Global Summit in San Diego. Cocktail and dinner cruise as an informal networking function to develop closer relationships
November 19, 2002

May 7, 2002

Team Pennsylvania Many executives and professional service providers attended this event during CoreNet San Diego, and a similar event at Park City during the prior summit Dinner event at the San Diego Zoo as an informal networking function to develop closer relationships
October 11, 2003

November 2002

Team New England

Northeast Utilities, TEL 860-665-6132

Many executives and professional service providers attended this event during CoreNet San Diego, as we did.  There will be a similar event in Atlanta Lunch event at the Hotel Del Coronado  as an informal networking function to develop closer relationships.  Games and gifts.
October 14, 2003

Kansas Department of Commerce

785-296-3805

We have attended Kansas dinner events in the past at IDRC / CoreNet, as have many other consultants, brokers, and corporate members. Dinner and entertainment, introductions of Kansas team members and general networking.  Theme : 100th Anniversary of Flight : The Sky's The Limit"
       
       
Paid seminars or meeting events (paid to be a speaker, organizer, etc.)      
October 12-15, 2004 Tucson, AZ Expansion Management magazine - Roundtable in the High Desert New event similar to the one in Vail, with leading location consultants for private meetings and networking with economic development professionals. Four day networking event from breakfast through dinner, with social program for informal networking, plus presentations by location consultants.
March 30 - April 2, 2004  Vail, CO Expansion Management magazine - Roundtable in the Rockies The scale of this event is deliberately limited to provide better networking, so it sells out.  The invited speakers vary over time to minimize repetition. We were among the 2004 speakers.
Invitation-only meetings with local consultants, executives   We generally take advantage of such events to expand our network of contacts and knowledge of their areas, especially if they participate in our services. We often decline such invitations simply because the venues are inconvenient for our location and may disrupt our entire day, rather than just a lunch hour.
June 26, 2003 Northwest Missouri   Lunch presentation during NPE 2003 (plastics trade show) at a prominent Chicago restaurant
June 2, 2003 State of Ohio various consultants met with area representatives from around Ohio Lunch presentation in Chicago
  Enterprise Florida various consultants met with area representatives from around Florida Lunch presentation in Chicago
  East Ontario, Canada presentation organized by the Canadian Consulate General to meet consultants Lunch presentation in Chicago
  State of North Carolina   Lunch presentation in Chicago
  Central Wisconsin   dinner cruise in Chicago
Gifts or drawings of significant value      
August 29, 2003 drawing among those who responded via their website by using a special password for participation Odessa TX promoting new website

www.odessatex.com

Winner unknown.  Promotional mailing was for an "exclusive consultants club" on their new website.  We were invited, but declined participation in the drawing. exclusive invitation sent to 260 location consultants to participate in drawing for a $1500 set of custom golf clubs
October 15, 2003 Peco Energy Has repeatedly sponsored a popular drawing open to all attendees at the closing session of CoreNet summits Random drawing for a Harley Davidson motorcycle.  Attracts publicity, but not biased to favor any group of attendees.
Non-competitive work or open RFP for services to exclusively promote or support the promotion of an area, including "targeting strategy", PR, company research, and other services See also our "ad recall" service which highlights both print and online ads, and our "event recall" service which highlights event sponsors, exhibitors, and speakers See also the list of professional service providers which routinely perform work to support promotional or other activities by economic development organizations, and publishers which may sell both their advertising and "advertorial" coverage We disclose our working relationships with area representatives or service providers through the lists of contacts we publish on this website.  This enables all executives and their advisors to know if we have a potential financial or other interest related to any referral we make.
       
Paid referrals or "lead generation" for an area such as exclusive telemarketing work, research surveys, events organized to introduce corporate clients to an area, whether usually disclosed or not. Does not include ordinary commissions paid to real estate brokers by the parties to an independently negotiated property transaction.  Does not include the routine "reader service" functions of publishers to refer reader enquiries to their advertisers. Includes "success fees" or unusual incentives offered by an area to try to induce CRE brokers or location advisors to refer client executives to the area Most advisors in this niche would probably consider it unprofessional to accept any payments which their clients might perceive as a conflict of interests, whether ethically prohibited or not.
       
Regional directory of area "familiarization" and promotional events
This section will highlight upcoming events in cooperation with participants in our services.  Since there are literally thousands of economic development and investment promotion organizations worldwide which are constantly organizing special events to promote their areas, we cannot keep track of all of them.  Instead, we highlight events which we think might be of interest to the executives and advisors we serve.

See also the Event Recall section which selectively highlights trade show or professional association participation by areas, such as exhibitors, sponsorships, or speakers.

US Northeast Region Timing, venue, and summary Organizer, who to contact
New York    
Connecticut    
Rhode Island    
Massachusetts    
New Hampshire    
Vermont    
Maine    
US Mid-Atlantic Region Timing, venue, and summary Organizer, who to contact
Pennsylvania    
New Jersey    
Maryland    
Delaware    
District of Columbia    
Virginia    
North Carolina    
West Virginia    
US Southeast Region Timing, venue, and summary Organizer, who to contact
South Carolina    
Florida    
Georgia    
Alabama    
Tennessee    
Mississippi    
US Great Lakes Region Timing, venue, and summary Organizer, who to contact
Ohio    
Kentucky    
Michigan    
Indiana    
Illinois    
Wisconsin    
Minnesota    
US North Central Region Timing, venue, and summary Organizer, who to contact
Missouri    
Kansas    
Nebraska    
Iowa    
North Dakota    
South Dakota    
US South Central Region Timing, venue, and summary Organizer, who to contact
Texas    
Oklahoma    
Arkansas    
Louisiana    
US Mountain Region Timing, venue, and summary Organizer, who to contact
Arizona    
New Mexico    
Colorado    
Utah    
Wyoming    
Idaho    
Montana    
US West Coast Region Timing, venue, and summary Organizer, who to contact
California    
Nevada    
Oregon    
Washington    
Alaska    
Hawaii    
Canada Timing, venue, and summary Organizer, who to contact
Newfoundland & Labrador    
Nova Scotia    
New Brunswick    
Quebec    
Ontario    
Manitoba    
Saskatchewan    
Alberta    
British Columbia    
Mexico Timing, venue, and summary Organizer, who to contact
Nuevo Leon    
Baja California    
Central America, Caribbean Timing, venue, and summary Organizer, who to contact
     
South America Timing, venue, and summary Organizer, who to contact
     
Europe Timing, venue, and summary Organizer, who to contact
United Kingdom InterTech 2004 - see description

October 11-12, 2004 in Durham, England

Phil Eadon   TEL (011)+44-191-415-7340

Event website : www.intertech2004.com

e-mail : p.d.eadon@btinternet.com

Republic of Ireland    
Belgium    
The Netherlands    
Switzerland    
Denmark    
France    
Germany    
Austria    
Spain    
Portugal    
Poland    
Czech Republic    
Hungary    
Russia    
     
China, Taiwan Timing, venue, and summary Organizer, who to contact
     
South Asia Timing, venue, and summary Organizer, who to contact
     
     
Southeast Asia Timing, venue, and summary Organizer, who to contact
     
     
Australia, New Zealand Timing, venue, and summary Organizer, who to contact
     
Korea Timing, venue, and summary Organizer, who to contact
 

Invest Korea, Los Angeles

(323)954-9500

Jang Hee Lee  - email

     
     
Japan Timing, venue, and summary Organizer, who to contact
     
Middle East Timing, venue, and summary Organizer, who to contact
     
Africa Timing, venue, and summary Organizer, who to contact
     
Directory of area representatives (economic development organizations, investment promotion agencies) by location

Refer to our Invest USA or NAFTA directory, Invest in Europe Directory, or our global directory of Contacts by region or professional specialty

See also : new "advertising recall" service to highlight recently published ads with website links and contacts, and our "Event Recall" service.

US : Northeast US : Great Lakes Canada Mexico
US : Mid Atlantic US : North Central US : Mountain South America
US : Southeast US : South Central US : West Coast Central America, Caribbean
Europe South Asia Australia, New Zealand Middle East, and Africa
China, Taiwan Southeast Asia Korea Japan

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