Public Policy Holding Co., Inc. · LSE:PPHC
Public Policy — PPHC Leadership Summit Miami 2025
147 slides from Public Policy's conference presentation, January 2025
Slide 1: PPHC Leadership Summit Miami
PPHC N Leadership Summit ! MIAMI y January 8-10, 2025 Le
Slide 2: Strategy 2025 Update
44 Strategy 2025 Update Thomas Gensemer, CSO
Slide 3: Pillars of Our Strategy
Miami Summit 2025 45 Pillars of Our Strategy To maintain industry-leading client retention and employee loyalty To succeed at highly selective M&A (accretive, non-duplicative, premium acquisitions across multiple geographies) To maintain our focus on a distinct client ‘wallets’; maintaining ou
Slide 4: Brief Update: PPHC Competitive Landscape
Miami Summit 2025 46 Brief Update: PPHC Competitive Landscape “PR by any other name”: “Strat-comms”, “stakeholder”, and “comms advisories” remain hot ; valued $ at a premium to advertising and consumer segments Private Equity continues to drive the market for M&A Organic growth is proving hard
Slide 5: Agenda Review: Now 'til Lunchtime
Miami Summit 2025 47 Agenda Review: Now ‘til Lunchtime “State of play” & general introductions (Keenan - Alpine, Mat - CRS, and Zach - Forbes Tate) Introductions by Team LPA & Team Pagefield Post Election Survey (Matt George, Seven Letter) MultiState Associates Presentation of New Research O
Slide 6: Agenda Review: After lunch break
Miami Summit 2025 48 Agenda Review: After lunch break… Guest Speaker CEO of FocalData, followed by Q&A on data, AI issues Assigned strategy break-out groups (back-to-back 45 min sessions) Summary wrap-up at 5pm Cocktails by 5:30pm
Slide 7: Un-conference – WTF
Miami Summit 2025 49 Preview Day 2 5-10 folks in conversation; here or on the go Un-conference – “WTF” Already awaiting sign-ups are: • Healthcare 2025 specialists (Michelle B. out at the pool deck) • Energy/Sustainability 2025 specialists (Jessyca & Rachel in the garden) • HR walk-n-talk w/ Ron • U
Slide 8: Our Federal Lobbying Foundation, Our Differentiator
50 Federal Click toLobbying edit – Our Foundation, Our Differentiator Master Texts Style
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Slide 10: What We Are Seeing
What We Are Seeing o Uncertainty fuels opportunities for business growth o The new administration has sparked a demand among clients for information, relationships, and in-depth evaluation o Stronger emphasis on action and innovation at the state level o Continued demand for global insights
Slide 11: 2025 Forecast
2025 Forecast • Expect the Unexpected o President-elect Trump continues to keep members on their toes and communicate his demands through social media. o Many Administration nominees are business executives that understand the private sector POV. • Government-Wide Reform o Congress and the Administr
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Slide 14: Forbes Tate Partners
FORBES | TATE PARTNERS
Slide 15: New Member Company Introductions
57 New ClickMember to edit Company Introductions Master Texts Style
Slide 16: We help you win.
We help you win. We solve complex problems through diverse thinking, deep connections and an unmatched understanding of California.
Slide 17: California's Capital Landscape
California’s Capital Landscape • Blue Politics • 2025 policy issues • Affordability • Resistance 2.0 • AI/tech • Cap and trade • Increasingly competitive landscape • PA firms, lobbying firms, independents • Wave of newcomers • Ongoing consolidation, potential sales and transitions • Public vs. priva
Slide 18: Why LPA?
Why LPA? We specialize in high-level reputation, issues management and strategic communications campaigns. At LPA, we provide clarity where complexities converge. We lead with strategy to move the needle on our clients’ priority issues and goals. LPA is a bipartisan team made up of professionals fro
Slide 19: Together, we deliver successful strategy.
18 Together, we deliver Years of Winning Results successful strategy. 19 + Practitioners We drive solutions through our deep understanding of California and unparalleled network of trusted 25 + relationships. Our strategic and Sectors Represented collaborative approach unlocks the potential for winn
Slide 20: Who We Are
Who We Are As a women-led, LPA is a proud subsidiary of DEIB is essential to our Sacramento-based Washington, D.C.-based success. We embrace public affairs firm, Public Policy Holding these values and LPA is known for Company, which increases practices to inform our high-level reputation, our access
Slide 21: Core Offerings
Core Offerings Strategic Communications LPA Vision Political Public Affairs Media Relations Issues & Reputation Management Digital Communications Message Development LPA Trains Crisis Communications Design
Slide 22: Key Issue Areas
Key Issue Areas As strategic partners, we believe in our clients’ missions and are proud to help advance their public affairs goals. ENERGY EDUCATION PUBLIC HEALTH TECHNOLOGY FINANCE TOURISM S P O R TS INSURANCE INFRASTRUCTURE BIOTECH CIVIC ENGAGEMENT
Slide 23: Our Clients
Our Clients STATE A UC CENTER Ii *, \ SAVE we AS lid COUNTY OF frSurance Bathe CALS RS. Ry, | AaARIS ECOLAB Sfequinor Califdithia Anes €5 BLUE Zones csba yy BZ Chevron (GS) @ cers QO eEiro.0 SMUD Colleges Ore: re . emt CALIFORNIA P) The State B j ~ cucoene [MN Boat carson Heaps (Cadinghge Yogas. CSA
Slide 24: LPA Vision
LPA Vision KICK OFF MEETING STRATEGIC PLAN DEVELOPMENT Initial meeting with key players within Drafting strategic priorities and actionable the organization to set expectations implementation steps based on input from all and gather initial input. sources. Done in close collaboration with leadership
Slide 25: Senior Leadership
Senior Leadership Donna Lucas Cassandra Pye Jessyca Sheehan CEO President Executive Vice President Travis Taylor Daisy Castellón Patrick Dorsey Executive Vice President Vice President Director
Slide 26: Deep Business, Government and Media Connections
Deep Business, Government and Media Connections
Slide 27: Ecolab - California Water Resilience Initiative
Relevant Experience Ecolab - C A Water Resilience Initiative • LPA partnered with Ecolab and the Pacific Institute to launch the California Water Resilience Initiative (CWRI), a private sector-led initiative to align corporate action with California’s water stewardship goals. • Since launching the i
Slide 28: Keeping Diablo Canyon Nuclear Power Plant Online
Relevant Experience Keeping Diablo Canyon Nuclear Power Plant Online • LPA partnered with Carbon Free California – a coalition of leaders from business, labor and technology – to launch a fully integrated strategic communications campaign to keep California’s last nuclear power plant online. • We de
Slide 29: California State Teachers' Retirement System (CalSTRS)
Relevant Experience California State Teachers’ Retirement System (CalSTRS) • LPA has been providing strategic public affairs consulting services since 2011 to CalSTRS, the second largest pension fund in the U.S. with over $352.5 billion in assets under management. • We help manage communications aro
Slide 30: Get In Touch
Get In Touch info@lucaspublicaffairs.com (916) 492-2707
Slide 31: Introduction to Pagefield
Introduction to Pagefield Miami January 2025
Slide 32: Pagefield: Strategic advice. Creative solutions.
Pagefield: Strategic advice. Creative solutions. WHO WE ARE WHAT WE OFFER We help organisations We are experts in corporate and leaders navigate communications, public policy, enhance their affairs, public relations and reputation, manage risk marketing & digital and deliver the change communication
Slide 33: About Pagefield
About Pagefield Senior counsel Media & select committee training Public relations & press office Public & regulatory affairs Crisis & issues management Performance marketing Fundraise communications Content & design studio Digital strategy Branding & positioning
Slide 34: Our current sector focus
Our current sector focus Property Other e.g. FMCG, third sector, higher education Utilities & Telecoms Personal Campaigns Defence Tech & FinTech Transport Healthcare
Slide 35: Our strategic verticals
Our strategic verticals Oliver Foster, CEO Rebecca Lury Christopher Clark Laura Price Josh Lambkin Policy & Public Corporate Marketing & International Affairs Reputation Digital Strategy & Campaigning
Slide 36: Examples of our work
Examples of our work The Parthenon Project MeiraGTx A dominant political campaign, spear-headed by a high-profile Ongoing work to build the UK Advisory Board from the Pagefield network. profile of NASDAQ listed gene- therapy company. 1,000+ pieces of coverage, including front page of The Sunday Time
Slide 37: Examples of our work (continued)
Examples of our work (continued) Leidos Residential Freehold Association Helped secure the LCST Contract, which ran from 2014, and is Content served over 1.1 million times with all KPIs above due to be recommissioned by 2028. benchmark for both display adverts and LinkedIn adverts. Direct stakeholde
Slide 38: UK politics - state of play
UK politics - state of play New UK Domestic Sectoral policy Government challenges opportunities
Slide 39: Working together
Working together How can we help you deepen and broaden your client relationships? Helping your clients UK & EU policy Outsourcing across Digital strategy & enter the UK insight time zones content generation (and beyond)
Slide 40: So far...
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Slide 41: Questions for discussion
Questions for discussion What services What does the Which US can Pagefield PPHC client base growth sectors deliver that you want to know see opportunities would typically about the UK? in the UK? outsource?
Slide 42: Post-Election Survey from Seven Letter Insights
84 Post-Election Survey from Seven Letter Insights
Slide 43: 2024 Post-Election Poll
2024 POST-ELECTION POLL N=1000 Confirmed 2024 Voters
Slide 44: A Different Type of Survey
A DIFFERENT TYPE OF SURVEY: The Seven Letter 2024 Post-Election poll isn’t like others. Instead of surveying LIKELY voters before the election about HOW they plan to vote, our survey asks CONFIRMED voters challenging prioritization questions after the election to determine WHAT priorities and expect
Slide 45: Explaining the 2024 election results with exit polling
But before we dive into what confirmed voters want from their leaders, let’s take a moment to try to explain the results of the 2024 election based on exit polling data.
Slide 46: Explaining the Results
EXPLAINING THE RESULTS Why the electorate voted the way they did… Exploring 2024 NEP Exit Polls
Slide 47: An Unhappy Electorate
AN UNHAPPY ELECTORATE: 2024 National Election Pool Exit Polls Failure by Proximity With nearly three quarters of the electorate unhappy with the direction of the country, Vice President Harris’ inability to effectively distance herself How do you feel from the policies of the current Enthusiastic Ad
Slide 48: The Gender Gap
2024 National Election Pool Exit Polls 2018, 2020, 2022 Pew Research validated general election voters THE GENDER GAP: Men: Women: Women showed up more 47% of the electorate 53% of the electorate (+6) than men. Females were about 10 points more likely 54% 44% to vote for Democratic candidates – a Vo
Slide 49: The Racial Gap
2024 National Election Pool Exit Polls 2018, 2020, 2022 Pew Research validated general election voters THE RACIAL GAP: White voters were over-represented (+4%) compared to 2020 election White DEM Response: 41% results and voted significantly more for GOP Response: 57% Republicans (57%). But the real
Slide 50: The Age Gap
2024 National Election Pool Exit Polls 2018, 2020, 2022 Pew Research validated general election voters THE AGE GAP: Republican Democrat 3% 3% 2% 2% 43% 14% 18-29 54% 48% 23% 30-44 49% 54% 35% 45-64 44% 49% 28% 65+ 49% The youth vote changes significantly. 2018 2020 2022 2024 18-29 +49 D +26 D + 37 D
Slide 51: Issue Priorities for Incoming Leadership
2024 POST-ELECTION POLL Issue Priorities for Incoming Leadership N=1000 Confirmed 2024 Voters
Slide 52: Top Voter Priorities
TOP VOTER PRIORITIES: Voters want solutions for inflation and immigration while bolstering the economy. Over the next two years, which of the following issues do you think is most important for the President & Congress to address? (Top 3 choices combined) Total Trump Harris Total Trump Harris 39% 47
Slide 53: Advantage: Republicans
ADVANTAGE: REPUBLICANS. (Among confirmed 2024 voters who prioritize each of the following issues…) Which political party’s policies and approach do you think will be most effective on this issue? (Displaying answers for each issue only from those who chose that respective issue as one of their top t
Slide 54: Advantage: Democrats
ADVANTAGE: DEMOCRATS. (Among confirmed 2024 voters who prioritize each of the following issues…) Which political party’s policies and approach do you think will be most effective on this issue? (Displaying answers for each issue only from those who chose that respective issue as one of their top two
Slide 55: What Voters Want from Leaders
2024 POST-ELECTION POLL What Voters Want from Leaders N=1000 Confirmed 2024 Voters
Slide 56: Trump's Party
TRUMP’S PARTY. 61% A supporter of Donald Trump Which best describes you? (only asked of confirmed Republican voters) A supporter of the Republican Party 39%
Slide 57: Most Want a Moderate Agenda
MOST WANT A MODERATE AGENDA. If you had to choose – which group should be setting the agenda for the _________ Party? (Only asked of confirmed voters who identify as Democrat or Republican, respectively.) Moderate Democrats Moderate Republicans 68% 62% 32% 38% Progressive Democrats MAGA Republicans
Slide 58: Voters Want Congress to Cooperate
VOTERS WANT CONGRESS TO COOPERATE TO GET THINGS DONE. The results couldn’t be clearer. Confirmed voters are looking for collaboration and compromise to enact change. As you think about Congress over the next two years, would you rather have elected officials who… 10% 18% 15% 17% 16% 21% 34% Hold the
Slide 59: The Economy
2024 POST-ELECTION POLL The Economy N=1000 Confirmed 2024 Voters
Slide 60: The "Felt Economy" Election
THE “FELT ECONOMY” ELECTION: It’s the Economy, Stupid. Strong Trump Voters: 28% Regardless of the real, current strength of the Harris Voters: 59% economy, most voters (53%) believe that the 44% economy is weak. Republican voters (68%) were much more likely to believe that the nation’s economy is no
Slide 61: 72% Believe Trump Will Strengthen the Economy
72% BELIEVE TRUMP WILL STRENGTHEN THE ECONOMY. Including a plurality (44%) of Harris voters. Do you believe the US economy will become _________ over the next four years? 1% 1% 8% 2% 16% Much weaker 9% 11% 33% 18% A little weaker 30% 22% Will not change A little stronger 63% 25% 42% Much stronger 19
Slide 62: Majority Back Trump's Tariff Plan
MAJORITY BACK TRUMP’S TARIFF PLAN; SUPPORT DROPS WITH AGE. Only group that does not hold majority support are confirmed Harris voters. A tariff is a tax to be paid on goods or services that are imported from other countries. President-elect Trump has suggested a 10% tariff on all imports into the U.
Slide 63: Institutional Trust
2024 POST-ELECTION POLL Institutional Trust N=1000 Confirmed 2024 Voters
Slide 64: 2024 Institutional Trust Index
2024 INSTITUTIONAL TRUST INDEX: Confirmed voters in the 2024 election have increased their trust in institutions over the last 2 years. . Please indicate your general, gut-reaction level of TRUST in each of the following. Net Trust Change Complete Trust Some Trust Very Little Trust No Trust from 202
Slide 65: 2024 Political News Trust Index
2024 POLITICAL NEWS TRUST INDEX: Confirmed Harris voters have a generally higher trust in news sources than confirmed Trump voters. How much do you trust the following sources to provide accurate and unbiased information about politics? Trump Harris Net Net Trust Trust Complete Trust Some Trust Very
Slide 66: Media Credibility Index 2024
MEDIA CREDIBILITY INDEX 2024: Please indicate which of the following you view as a credible and valid source for news and information. You may choose ALL that apply. Total Trump Harris Total Trump Harris 29% 41% 15% Fox News 11% 19% 2% Joe Rogan 29% 17% 43% ABC 11% 16% 6% Newsmax 28% 15% 44% NBC 10%
Slide 67: Our Divided Country
2024 POST-ELECTION POLL Our Divided Country N=1000 Confirmed 2024 Voters
Slide 68: Very Different Reactions to the Election Results
VERY DIFFERENT REACTIONS TO THE ELECTION RESULTS. Select up to four emojis that best describe your feelings about what the 2024 election results mean for the future of our country. Confirmed Harris Voters Confirmed Trump Voters 27% 43% 26% 41% 23% 41% 23% 29% 23% 28% 21% 18% 21% 16% 20% 12% 16% 12%
Slide 69: Reduction in the Nation of Others
REDUCTION IN THE NATION OF “OTHERS”. Confirmed GOP voters agree that confirmed DEM voters are not as smart as them by 20% more than DEM voters agree. Do you agree or disagree with the following statements Confirmed DEM Voters about [the other party] Confirmed GOP Voters (“agree” responses shown) (“a
Slide 70: The Words We Use Resonate with Different Ideologies
THE WORDS WE USE RESONATE WITH DIFFERENT IDEOLOGIES. If leaders want to bridge the divide, they must use terms that reach across the aisle – or at least that are ideologically neutral. Total DEM-LEANING TERMS Total TOP BIPARTISAN TERMS Total GOP-LEANING TERMS 38% 23% 27% (D+15) Honesty (R+3) Respons
Slide 71: Corporate Reputation & ESG
2024 POST-ELECTION POLL Corporate Reputation & ESG N=1000 Confirmed 2024 Voters
Slide 72: It's Increasingly Risky to Take a Stand
IT’S INCREASINGLY RISKY TO TAKE A STAND. The rewards are declining at a faster rate than the consequences. Score Score If a company took a stance on a political or social Change from Change from If a company took a stance on a political or social issue that you AGREED with, would you… 2022. 2022. is
Slide 73: Words Matter
WORDS MATTER. Trump voters are much more likely to react well to businesses that focus on “sustainability” or “corporate social responsibility” than on “DEI” efforts. Do you think that companies should take the following practices into account in their business? (Showing net “Definitely” and “Probab
Slide 74: Younger, Harris Voters Value Corporate ESG Efforts
YOUNGER, HARRIS VOTERS VALUE CORPORATE ESG EFFORTS. The amount ESG efforts matter for investment evaluation increased by 11% in the past two years. Should investment firms take a company’s ESG (Environmental, Social, and Governance) practices into account when deciding whether to make an investment
Slide 75: Methodology
METHODOLOGY ‘INSIGHT
Slide 76: National Voter Sample Breakdown
QUANTITATIVE: NATIONAL VOTER SAMPLE BREAKDOWN: N=1000 (N = 1000 | Fielded 11-7-2024 to 11-13-2024| M.o.E +/- 3.1%) Male Female Gender 47% 53% White Black/AA Hisp/Latinx Other Ethnicity 71% 11% 12% 7% 18-29 30-44 45-64 65+ Age 15% 22% 35% 28% <$30K $30K-$49K $50K-$74K $75K-$99K $100K-150K >$150K HH I
Slide 77: Thank You
THANK YOU. Inquiries? Matt George matt@sevenletter.com 734-846-1354
Slide 78: MultiState Issue Management/Research Offering
120 MultiState Issue Management/ Click to edit Research Offering Master Texts Style
Slide 79: Making Extraordinary Solutions Expected
Making Extraordinary Solutions Expected MultiState is a full-service state and local government relations company. We exist to make the extraordinary expected so our clients can act with confidence to achieve their goals.
Slide 80: Why MultiState?
Why MultiState? At MultiState, we deliver extraordinary solutions so our clients can act with confidence to achieve their goals. Our team is here every step of the way providing the tools and expertise you need. Do you need to track mission-critical issues? Launch an advocacy campaign? Find the right
Slide 81: Streamline the Compliance Process
Streamline the Compliance Process Lobbying and Campaign Finance compliance is serious business. Keeping up with all of the different rules, deadlines, and often confusing requirements federally, in every state, and in scores of cities and counties across the country is daunting. Do you need to atten
Slide 82: Compliance Clients
Compliance Clients Eleva nce CENTENE Humana Health a | Cittilg (QTIAA Uber temtettPactars Goes Baxter Oe M
Slide 83: Compliance Fees
Compliance Fees State and Local Compliance ⬝ Corporations, trade associations, and similar entities: $ 2 , 5 0 0 annually per jurisdiction, with a minimum fee of $10,000. For example, for 8 states plus New York City and Chicago, our annual fee would be $25,000. ⬝ Lobbying firms: $ 2 5 , 0 0 0 minimum
Slide 84: Carrie Castro
Carrie Castro Executive Vice President Carrie Castro joined MultiState in 2 0 0 0 and has worked her way up through many parts of the company, becoming an integral leader and an expert in the complex field of lobbying law compliance. She leads MultiState's Lobbying Compliance Team, guiding clients, t
Slide 85: Streamline the Compliance Process
Streamline the Compliance Process Consolidated Filing Technology The foundation of our compliance service is our industry-leading online system, which is a convenient, one-stop-s h o p that consolidates all of your filing requirements in one place in an intuitive format. You can easily identify what
Slide 86: Track State Legislation and Regulations
Track State Legislation and Regulations Issue management is the backbone of a successful government relations strategy. You need to know what legislation, rules, and regulations policymakers are debating before you can act. MultiState’s tracking services arm you with the intel you need — and they’re
Slide 87: Tracking Clients
Tracking Clients Walmart >'< amazon & 7\~ OQ Meta S arar © Morgan Stanley GY TH hater abbvie ame Albertsons IX
Slide 88: Tracking Fees
Tracking Fees Federal and State Tracking Prospect Type Fee Range Prospect has 2 or fewer full time government relations staff and a narrow issue set. $15,000 - $36,000 (Examples of a narrow issue set would include minimum wage, corporate tax rates, annually consumer data privacy, or telemedicine.) P
Slide 89: Lauren Doroghazi
Lauren Doroghazi Senior Vice President Lauren Doroghazi is Senior Vice President with MultiState. Lauren is deeply involved with multiple solution areas: she is a leader on the firm’s Issue Management team; manages policy initiatives for clients as part of the Strategic Government Relations practice;
Slide 90: Track State Legislation and Regulations
Track State Legislation and Regulations Policy Experts That Know Your Issues MultiState is uniquely equipped to monitor legislative and regulatory activity in all 5 0 states, at the federal level, and in over 4 , 8 5 0 localities. MultiState’s team of lawyers, analysts, researchers, and economists h
Slide 91: Track State Legislation and Regulations
Track State Legislation and Regulations Real-Time Monitoring in a Customized, Centralized Database MultiState has developed a proprietary platform that is used by many Fortune 100 companies and leading trade associations to monitor state legislation and regulatory action. We work with you to create
Slide 92: MultiState
M MULTISTATE
Slide 93: PPHC Winter Summit
INTRO PPHC Winter Summit Audience research; aspects, trends, opportunities
Slide 94: Introducing Focaldata
INTRODUCING FOCALDATA An exceptional suite of AI-powered products that can turn any objective into insight 👤 312 million engaged participants in 120+ markets Quant Survey Platform (FD_Core) Depth Qual Platform (FD_Chat) Research Co-worker (FD_AI) 2
Slide 95: Research for Corporate Affairs
RESEARCH FOR CORPORATE AFFAIRS Individuals surveyed questions asked in 2024 in 2024 Focaldata helps corporate affairs agencies and global brands understand and influence their 9 million 350 million most important stakeholders through data-driven insights and Audience countries surveyed research platfo
Slide 96: 2024: A Year in Research
2024: A YEAR IN RESEARCH 2024 has been an immense year for polling and research, with millions of ballots cast in 60+ countries. One mega-trend stands out: the world shifted to the right Chart: Change in vote share by party’s left/right position, in elections around the world in 2024 4
Slide 97: Understanding why these shifts have happened is difficult
2024: A YEAR IN RESEARCH Understanding why these shifts have happened is difficult. The drivers are multi-layered and interconnected… Primary research is how you understand such shifts …and formulate effective strategies to win 5
Slide 98: A brief potted history of research
RESEARCH FOR CORPORATE AFFAIRS A brief potted history of research Straw polling Write in / in person Phone Probability based Address based Online opt-in Cell phone Alternative data sources MRP modelling Voter file modelling ?
Slide 99: The realignment is a dramatic reordering of politics
2024: A YEAR IN RESEARCH The realignment we are seeing is a dramatic reordering of politics compared to the environment of the 1990s. Chart: Change in demographic coalition of Republican and Democratic Presidential Candidates, 1996 to 2024 Source: Focaldata, November 2024
Slide 100: Demographics are no longer destiny
2024: A YEAR IN RESEARCH The 2024 elections, particularly in the UK and US, cemented the truism that demographics are no longer destiny Chart: Vote share lead for the Republican party in 2020 and 2024 Presidential elections, by ethnic group Source: Focaldata Research, November 2024
Slide 101: Zero sum thinking is the heart of the realignment
2024: A YEAR IN RESEARCH Zero sum thinking is the heart of the realignment Chart: Change in zero-sum attitudes and average annual growth in GDP by capita, by birth cohort 9
Slide 102: Race depolarization
2024: A YEAR IN RESEARCH Race depolarization This leaves demographics particularly vulnerable in suburbia, rural areas, ethnic minority enclaves and non-college educated pockets of the country Chart: US Presidential Vote swing, 2012 to 2024 Source: Focaldata Research
Slide 103: Why Does This Matter?
WHY DOES THIS MATTER?
Slide 104: You need real-time data on every stakeholder
RESEARCH FOR CORPORATE AFFAIRS To understand and influence in this new era, you need real-time data on every stakeholder 70% 2.5x 63% Tailored political ads, based on audiences’ Strong company reputations yield 2.5x 63% of people give companies or people demographics and preferences, are 70% more bet
Slide 105: Data drives real business outcomes
RESEARCH FOR CORPORATE AFFAIRS More than just numbers; data drives real business outcomes USE CASE 3: DIFFENTIATED LOBBYING USE CASE 1: FLASH USE CASE 2: VOTER STRATEGIES 1-HOUR OPINION MOBILISATION THROUGH POLLING FOR CAMPAIGN 🗳 PROPRIETARY PITCHES ⏱ PROFILING OF OPINION LEADERS 🗣 13
Slide 106: AI and message testing overturned an 80% public opinion majority
RESEARCH FOR CORPORATE AFFAIRS We used AI and at scale message testing to overturn an 80% public opinion majority… October 2023 January 2024 80% of Chicagoans say they would support the measure Chicago Forward hires Focaldata with 2 months to go until voting day February 2024 Focaldata conducts deep
Slide 107: Delivering AI-powered message testing
RESEARCH FOR CORPORATE AFFAIRS Delivering AI-powered message testing mapped to key media markets 700 in-depth 6000 voters AI-powered interviews interviewed message testing, with results mapped to key media markets
Slide 108: Companies using data to find pathways through reputational challenges
RESEARCH FOR CORPORATE AFFAIRS Companies are using data to find pathways through their biggest reputational challenges War in Ukraine, 2022 Sewage crisis, 2023 16
Slide 109: A map of research use cases
RESEARCH FOR CORPORATE AFFAIRS A map of research use cases Insights [Measure] Foresights [Predict] Change Large-N surveys Regression Message / Content Simulations Testing Type of Natural Language research Content analysis Analysis Voter Fundamentals Time Series Analysis Analysis Focus groups Geograp
Slide 110: The research industry faces steady challenges
RESEARCH FOR CORPORATE AFFAIRS The research industry faces steady challenges NON-RESPONSE VOTER DATA QUALITY BIAS VOLATILITY Are these people real? Are people unwilling to give At what pace are people their opinion? changing their mind? 18
Slide 111: AI is also changing the industry
RESEARCH FOR CORPORATE AFFAIRS AI is also changing the industry and breakneck pace New tools ↪ Qual AI interviews ↪ Synthetic personas ↪ Automated analytics ↪ Inverted research 19
Slide 112: 2024 will be the year of agents in the research industry
2024 will be the year of agents in the research industry (and services generally) ↪ 2025 will be the year of ‘agents’ in the technology & AI industry ↪ Agents are autonomous AI systems that can handle unclear objectives and then execute a project, just like a human consultant ↪ Service-led companies
Slide 113: Our AI and research automation systems
RESEARCH FOR CORPORATE AFFAIRS We’re driving this change with our AI and research automation systems that are already being used by corporate affairs teams at major global businesses ↪ Speed. We’ve automated and streamlined everything from intelligent sampling in 120+ markets to our global translator
Slide 114: Thank you
Thank you Fil FOCALDATA
Slide 115: Breakout Groups
137 Breakout Groups Click to edit Master Texts Style
Slide 116: Assigned breakout groups explanations and kick-off
Miami Summit 2025 138 Assigned breakout groups explanations and kick-off Round 1 • Click to edit Key clients & targets • • Master Texts Style Cross-PPHC digital/creative/ad buying PPHC-wide talent recruitment priorities • Winning w/ coalitions – new issue platforms Round 2 • International/multi-mark
Slide 117: Breakout Groups Session #1
Breakout Groups 139 Session #1 Key clients & targets PPHC-wide talent Winning w/ coalitions – Cross-PPHC digital/ John Green* recruitment priorities new issue platforms creative/advertising Todd Weiss Joanna Acocella Brittany Hernandez capabilities John Breaux Carrie Castro Joe Rinzel Rob Mathias Ra
Slide 118: Breakout Groups Session #2
Breakout Groups 140 Session #2 International / multi- New service offerings & Cross-PPHC media The States vs DC – The market opportunities (IN products (PATIO/WHERErelations & crisis New Landscape (RIGHT BALLROOM) LUNCH WAS) capabilities (LEFT POOLSIDE CABANA) Mat Lapinski Joanna Acocella POOLSIDE C
Slide 119: PPHC Session: VSP / MultiState / Forbes Tate
VSP / MultiState / Forbes Tate PPHC Session
Slide 120: Vision Service Plan (VSP) under attack from optometrists associations
Vision Service Plan (VSP) under attack from well-positioned National and State Optometrists Associations in numerous states regarding payment terms and service restrictions. Brand new GR team started Jan 2024. Texas legislation/litigation served as wake-up call. 2025 2024 ▪ FTP: Governor office enga
Slide 121: S/F
S/F
Slide 122: Sustainable Aviation Fuel
The Sustainable Aviation Fuel (SAF) Coalition is a nonprofit, nonpartisan coalition of airlines, low- carbon fuel companies, manufacturers, technology developers, airports, labor unions, and think tanks who share the objective of accelerating the development and deployment of sustainable aviation fu
Slide 123: Sustainable Aviation Fuel (SAF)
Sustainable Aviation Fuel (SAF) • SAF is a lower carbon aviation fuel produced from a variety of feedstocks that serve as a substitute to traditional jet fuel. • SAF has chemical and physical properties fuel that make it a “drop-in” fuel, allowing it to be compatible with existing aircraft and syste
Slide 124: Coalition Launch
Coalition Launch • In April 2024, launched and formalized The SAF Coalition, which to date has nearly 60 members across the SAF value chain. • This included more than 80 meetings with potential members, website creation, formal governing structure, management of dues pledges and receipts, and outrea
Slide 125: Engagement
Engagement • The SAF Coalition has directly engaged with White House, Treasury, House and Senate. • This outreach and advocacy includes Senate Finance and House Ways & Means Republican and Democratic staff, as well as individual House and Senate offices. • The SAF Coalition also successfully submitt
Slide 126: Sustainable Aviation Fuel: House member statements
SAF Rep. Max Miller — “US. farmers & biofuel producers deserve to compete in the sustainable aviation fuel (R-OH-07) market. I'm pushing for that opportunity.” source \ Rep. Brad Schneider —- “Implementing sustainable aviation fuels is the single most important step the (D-IL10) aviation industry ca
Slide 127: Sustainable Aviation Fuel: Senator statements
SAF atl Senate Supp Senator — “Sustainable aviation fuel is a promising alternative fuel source that can provide Jerry Moran (R-KS) new markets for farmers while increasing our domestic energy production and security.” Source N Senator — “An investment in the development of sustainable aviation fuel
Slide 128: Reputation
Reputation • The SAF Coalition has expanded its reputation as the leading expert association on SAF issues. • The coalition worked with Senator Moran’s office to stand up the Sustainable Aviation Caucus, coordinated with Rep. Max Miller to develop and submit an op-ed on SAF, sponsored the SAF Congre
Slide 129: By the Numbers
By the Numbers • Nearly 60 coalition members • More than $800,000 in member pledges • More than 80 potential member recruitment meetings • Around 20 advocacy meetings • More than 75 social media posts • 3 Op-ed placements • 23 sustainable aviation caucus members • Half a dozen report backgrounders S
Slide 130: Foreign Direct Investment (FDI)
Foreign Direct Investment (FDI) THE OPPORTUNITY FOR PPHC Friday 10th January 2025 – Miami
Slide 131: Speakers
Speakers Christopher Clark Josh Lambkin Pagefield Pagefield
Slide 132: Our discussion
Our discussion 1. What is & why FDI? 4. Q&A 2. Emerging trade offer 3. Making a noise about FDI
Slide 133: Why FDI
Why FDI A $1 trillion business Fierce competition to attract investors Political turmoil creates further opportunities Corporate communications + government relations Blurs into emerging trade offer
Slide 134: Emerging trade offer
Emerging trade offer Pagefield specialist trade unit – understand and influence UK’s evolving trade policy and growth in international markets Led by Josh Lambkin & John Alty (Senior Adviser Trade & former Permanent Secretary Department for International Trade) Situation Analysis – expert summary of
Slide 135: Making a noise
Making a noise Survey amongst existing & potential US & UK investors mid-December by Seven Letter Insight Thought Leadership Campaign in US & UK Survey report Panel events LinkedIn Media relations Direct stakeholder engagement Multi-channel owned content International & sector-specific angles Next:
Slide 136: Snapshot
Snapshot Growing market share top reason for cross-border investments Asia & Middle East most Investors optimistic appealing for about current conditions FDI growth for cross-border investments Top barriers to Top barrier to investment in US investment in are market competition UK is Brexit & econom
Slide 137: Industries making cross-border investments
Industries making cross-border investments: UK: digital technology and financial services – US: professional services and retail What’s your current company’s industry?(Asked of companies who have either made a significant foreign investment or have deeply considered it within the last year) Tot
Slide 138: Current market conditions are very positive for FDI
Current market conditions are very positive for FDI US investors particularly optimistic about current conditions How would you describe current view of conditions/environment for FDI? Is now a good time for your company to consider cross-border investment or investing in existing facilities and inf
Slide 139: Average UK cross-border investment larger than US
Average UK cross-border investment larger than US What was rough estimate of value of most recent cross-border investment your company has made? (shown in $ for U.S. and £ for UK) US UK 25% 24% 23% 22% 20% 20% 18% 16% 15% 14% 12% 11% 11% 10% 9% 8% 7% 5% 4% 0% < 1 million 1m - 5m 6m - 10m 11m - 2
Slide 140: Biggest investment barrier: unstable economic climate
Biggest investment barrier: unstable economic climate 18% Unstable economic climate U.S. investors also 17% 18% dissuaded by Excessive product/scvs regs 16% 19% excessive regulations 12% 13% & UK investors Unstable political climate 9% 17% dissuaded by Unskilled workforce 12% 13% unstable political
Slide 141: Cross-border investment geographic index
Cross-border investment geographic index: Europe – by far – most active geography for current and future FDI Thinking about your company’s Looking ahead to the next 5 years, in most recent cost-border investment, which region of the world would you in which region of the world was it? be most intere
Slide 142: Biggest UK challenge: Brexit
Biggest UK challenge: Brexit What do you think has been Lack of access biggest challenge to business to finance investment in UK over last three Market years? (asked only in UK) competition 13% 5% Volatile Brexit economic 25% climate Skills 14% shortages Lack of 10% investment/ industrial strategy
Slide 143: Biggest US challenges: competition and volatility
Biggest US challenges: competition and volatility What do you think has been biggest challenge to business investment 3% None of these in US over last three years? (asked only in U.S.) 1% Other Market Lack of competition investment 22% strategy from government Volatile 12% economic climate 8% 21% H
Slide 144: Business and trade media are top information sources
Business and trade media are top information sources Business/national media Which channels/ Trade media tactics appeal to receive information Broadcast business news when thinking LinkedIn about overseas Facebook investment? Instagram X/Twitter *** Events e.g. trade Events*** promotion & sector- Ne
Slide 145: Thank you & questions
Thank you & questions
Slide 146: Unconferences
Table of Contents 25 I. Today’s Presenter Unconferences II. Strategy and Highlights III. Financials 2021 IV. Outlook 2022 V. Q&A VI. Appendices
Slide 147: Unconference Breakout Groups
26 Unconference Breakout Groups AI tools in our Healthcare Big insurance Compliance & Energy/Sustainabi work specialists Cocktails lity Michelle Baker Mat Lapinski Matthew Mazzanti & Jill Kendrick & Brian Fuchs Dale Procter Rachel Miller & Jessyca Sheehan PPHC Brand Competition / Antitrust Cassandra
Public Policy Holding — PPHC Leadership Summit Miami 2025 on 6ix