Transcription
Annual Conference on Small Business Lending – AgendaNAGGL Makes SBA Lending Great!October 31-NovemberNovember 2, 2016 Scottsdale, AZMonday, October 316:30 amNon-stop shuttlehuttle service begins at the Fairmont bus circle to golf courseGolf Tournament – TPC Scottsdale Golf CourseSponsors: bancbanc-serv / Newtek, GCF Valuation, Seacoast Commerce Bank, SignatureSignatu Securities, Tetra Tech8:00 am-2:30 pm6:30 – 8:00 pmOpening ReceptionPremier Sponsor:Sponsorbanc-serv / NewtekPalomino BallroomPlatinum Sponsor:SponsorCIT Bank – SBA LendingGold Sponsor:ReadyCap LendingRock Your (Inner) SuperheroUp, up and away! It’s a bird, it’s a plane it’s a superherocelebration in NAGGL’s Hall of Heroes! This reception willbe actionaction-packed as you and your guests enjoy a‘Marvel’ous timetime. Shazam! Appreciate the superpowerson display from 78 exhibitors representing the best of theindustry’s service providers. Dress as your favoritesuperhero and you could win a prize!Silver Sponsors:SponsorsCDC Small Business FinanceGCF ValuationThe Bailey GroupThomas USAF GroupPlus: Bronze SponsorsSponsorTuesday, November 17:30-8:30 amBreakfastPalomino BallroomBreakfast with the ExhibitorExhibitors8:30-10:00 amGeneral SessionConference Opening: Forward to the FuturePrincess BallroomOpening RemarkRemarks – Tony Wilkinson, NAGGL CEOSponsors:Coastal SecuritiesFifth Third BankFidelity National Title InsurancePNC BankSponsor:CIT Bank – SBA LendingSpecial Recognition2015 Champion of Veterans Small Business LendingGary HendersonHenderson, Allegiance Bank (Houston, TX)Welcome from The HonorableMaria Contreras-SweetAdministrator,US Small Business AdministrationWelcome to Region IXDonna DavisDavis, Regional Administrator, SBAUpdates from the Office of Capital AccessJohn A. MillerMiller, Acting Associate AdministratorLinda RuscheRusche, Director, Office of Credit RiskManagementCurrent as of 2/7/2017— Subject to change without noticeNAGGL Makes SBA Lending Great!Page 1 of 5
10:00-10:30 amRefreshment BreakVisit the SBA Marketplace!Palomino BallroomPlay the Exhibitor Game WIN PRIZES!Sponsors:Cantor FitzgeraldRadius BankCONCURRENT SESSIONS10:30-11:45 am10:30-11:45 amSubmitting Accurate Purchase Tabs; Meeting thePrudent Liquidation Deadline Vanessa Piccioni (SBA) Roxann Burns (Crossroads Small BusinessSolutions)Also Wed 1:15 pmAsk the Lawyers: Increased Oversight Need forMeticulous DocumentationPalomino 3Panel: State of the 7(a) Secondary MarketPalomino 4Also Wed 1:15 pmChanges Coming to PARRiS Methodology andMetricsLender Best Practices in Meeting & DocumentingSBA’s Insurance Requirements Tom Hofstetter (Schenck, Price, Smith & King) David Starfield (Starfield & Smith) Sylvia Merola (Coastal Securities) Bob Judge (Government Loan Solutions) JP Bennett (Signature Securities) Jenny Kirk (Cantor Fitzgerald) Peter Monaghan (Raymond James) Andy Saslawsky (SunTrust RobinsonHumphrey) Christopher Anthony (BNY Mellon/ColsonServices) Linda Rusche (SBA) Lisa Preston (The Preston Group) Karen Bricken (USAmeriBank) Ethan Smith (Starfield & Smith) Rachel Zippwald (NAGGL)Princess BallroomKeynote LuncheonPalomino 1Also Wed 10:30 amPalomino 2Palomino 2Also Tues 1:15 pmArabian11:45 am-1:00 pmSponsor:Zions BankDr. Stephen HappelProfessor Emeritus of EconomicsArizona State UniversityW.P. Carey School of BusinessThe Economy, The Fed, and the Election:What a TrifectaCONCURRENT SESSIONS1:15-2:30 PM1:15-2:30 pmAlso Wed 10:30 amThe Mechanics of Submitting Loans for Standard7(a) Processing Dianna Seaborn (SBA) Pamela Smith (SBA)Palomino 2Roundtable: SBA Express Requirements & PoliciesPalomino 3Tips for Managing Risk in Construction Lending Sheryl Cameron (JPMorgan Chase) Carolyn Calafiore (TD Bank) Diane Gallion (Radius Bank) Tim Romano (Pinnacle Bank) Linda Rusche (SBA) Lisa Preston (The Preston Group) David Vidal (SBA OIT) Cynthia Hatch (Zions Bancorporation)Palomino 1Also Wed 1:15 pmPalomino 4ArabianChanges Coming to PARRiS Methodology andMetricsFinancing Small Business ExportersRefreshment BreakVisit the SBA Marketplace!Also Tues 10:30 am2:30-3:00 pmPalomino BallroomCurrent as of 2/7/2017— Subject to change without noticeGet your exhibitor card stamped – you mightwin one of the great prizes to be awarded onWednesdayNAGGL Makes SBA Lending Great!Page 2 of 5
CONCURRENT SESSIONS3:00-4:15 pmPalomino 13:00-4:15PMCommon Reasons for ScreenScreen-Outs at the LGPCAlso Wed 1:15 pmPalomino 2Collateral Valuation Practices & TipsAlso Wed 10:30 amArabianPalomino 3Also Wed 10:30 amMeeting Borrowers’ LOC Financing Needs withCAPLinesPalomino 4Also Wed 10:30 am& Wed 1:15 pmSBAOne: Current Functionality and Future PlansArabianPanel: State of the 504 Secondary MarketCOMMITTEE MEETINGS4:15-5:30 PM4:15-5:30 pmMoor 3DoradoGolden RoomBourbon 8Bourbon 9Palomino 1Large Lender Committee Public Policy CommitteeTechnical Issues CommitteeSecondary Market Committee504 Lending CommitteeAssociate Member CommitteeSmall Lender Committees (East & West)6:30-9:00 pmCopper CanyonWestern TownRockin’ Roundup CookoutTravel back in time to the 1880s and mosey on over to theWild West Adventure at the Fairmont Copper CanyonCorral. After an ‘on‘on-the-range’ feast, us “city slickers” willkick up the sawdust and learn how to twotwo-step withWestern line dancers while listening to the high energycountry contemporary sounds of the extraordinarySapphire Sky Country Nights band. YeeYee-haw, test yourskills and see how fast you can draw and fire a Colt 45 atthe “Quick Draw” contest and enjoy other games. Be sureto stroll down Main Street and hhave your picture made atthe Olde Tyme Photo Shop. Dress in your favorite Westernduds and enjoy an evening in the desert under thedazzling Arizona stars.Current as of 2/7/2017— Subject to change without notice Dianna Seaborn (SBA) Pamela Smith (SBA) Sherrill Stockton (Live Oak Bank) Rachel Zippwald (NAGGL) Nick Jellum (Jellum Anastasi) Ross Blanchard (Nationwide Valuation) Cece Mitchell (Zions Bancorporation) Kendra Vincenty (Florida Capital Bank) Stephen Kucharski (SBA) Genevieve SansomSa(BNY Mellon – Colson) Howard Anderson, Facilitator (Zions) Brian Bare (Zions National Real Estate) Shiloh Hall (CIT Bank) Rob Herrick (Fountainhead Capital) Matt Hunt (AVANA Capital) Ken Rosenthal (CDC Capital Markets) Vasu Srinivasan (Thomas USAF Group)Premierremier Sponsor:banc-serv / NewtekSilver Sponsors:SponsorsThe BancorpNationwide ValuationsTD BankPlus: Bronze SponsorsNAGGL Makes SBA Lending Great!Page 3 of 5
Wednesday, November 27:30-8:30 amPalomino BallroomBreakfast with the Exhibitors 500 Drawing @ 8am Must be Present to Win!8:30-10:00 amGeneral SessionLooking Forward: Perspective on The HillPrincess BallroomNAGGL Government Relations TeamLarry Conley (JPMorgan Chase; Chairman, NAGGL)Tony Wilkinson (NAGGL)Kristen Granchelli (NAGGL)Kerri Agee (banc-serv)Cal Regan (Meadows Bank)10:00-10:30 amRefreshment BreakPalomino BallroomVisit the SBA Marketplace!Door Prize Winners AnnouncedSponsors:Evolve Bank & TrustLifeEase Business Insurance SolutionsMorgan StanleySponsor:NOVATRAQWells Fargo SBA LendingGrand Prize Winner AnnouncedMust be Present to Win!Sponsors:Bank of the WestDustin Baker & CompanyCONCURRENT SESSIONS10:30-11:4510:30–11:45 amThe Mechanics of Submitting Loans for Standard7(a) Processing Dianna Seaborn (SBA) Pamela Smith (SBA)Submitting Accurate Purchase Tabs; Meeting thePrudent Liquidation Deadline Vanessa Piccioni (SBA) Roxann Burns (Crossroads Small BusinessSolutions) Cece Mitchell (Zions Bancorporation) Kendra Vincenty (Florida Capital Bank) Stephen Kucharski (SBA) Genevieve Sansom (BNY Mellon – Colson)Palomino 1Also Tues 1:15 pmPalomino 2Also Tues 10:30 amPalomino 1Palomino 3Also Tues 3:00 pmMeeting Borrowers’ LOC Financing Needs withCAPLinesPalomino 4Also Tues 3:00 pm& Wed 1:15 pmSBAOne: Current Functionality and Future PlansArabianCollateral Valuation Practices & Tips Rachel Zippwald (NAGGL) Nick Jellum (Jellum Anastasi) Ross Blanchard (Nationwide Valuation)Annual Awards LuncheonSponsors:BBVA CompassJPMorgan Chase BankLive Oak BankUS BankAlso Tues 3:00 pmPalomino 211:45 am-1:00 pmLuncheonPrincess BallroomCurrent as of 2/7/2017— Subject to change without noticeNAGGL Makes SBA Lending Great!Page 4 of 5
CONCURRENT SESSIONS1:15 - 2:30 PM1:15-2:30 pmCommon Reasons for ScreenScreen-Outs at the LGPC Dianna Seaborn (SBA) Pamela Smith (SBA) Sherrill Stockton (Live Oak Bank)Also Tues 10:30 amAsk the Lawyers: Increased Oversight Need forMeticulous Documentation Tom Hofstetter (Schenck Price Smith & King) David Starfield (Starfield & Smith)Palomino 3Tips for Managing Risk in Construction Lending Diane Gallion (Radius Bank) Tim Romano (Pinnacle Bank) Stephen Kucharski (SBA) Genevieve SansomSa(BNY Mellon – Colson)Palomino 1Also Tues 3:00 pmPalomino 2Also Tues 1:15 pmPalomino 4SBAOne: Current Functionality and Future PlansAlso Tues 3:00 pm& Wed 10:30 amArabian2:30-2:45 pmAlso Tues 10:30 amLender Best Practices in Meeting & DocumentingSBA’s Insurance RequirementsRefreshment BreakVisit the SBA Marketplace!SHORT BREAK!Don’t Miss the Door Prize Drawings! Karen Bricken (USAmeriBank) Ethan Smith (Starfield & Smith) Rachel Zippwald (NAGGL)Conference Wrap-Up Roundtable 2: 45 – 4: 0 0 p m2:45-4:00 pmPalomino 4Conference WrapWrap-Up Roundtable: Open Questions,Policy Clarifications Needed Larry Conley (JPMorgan; NAGGL Chairman) Jane Butler (NAGGL) Cecelia Mitchell (Zions Bancorporation;Chairwoman, NAGGL TIC)TICThanks to all our great sponsors for their support and assistance in helping NAGGL keep costs down for all conference attendees!Current as of 2/7/2017— Subject to change without noticeNAGGL Makes SBA Lending Great!Page 5 of 5
Rock Your (Inner) Superhero Up, up and away! It's a bird, it's a plane it's a superhero celebration in NAGGL's Hall of be action 'Marvel'ous time on display from industry's service providers. Dress as your favorite superhero Tuesday, November 1 7:30-8:30 am Breakfast Palomino Ballroom Breakfast with the Exhibitor 8:30-10:00 am
