About the 2016 NADCO Annual Meeting


Basic Information


Join us for NADCO’s 2016 Annual Meeting in San Francisco for another year jam packed with imperative information and amazing events! This conference will supply you and your team with all the latest information that will help you navigate through new regulations, policy, compliance and eligibility issues facing the 504 CDC industry and keep you on the path to success.

By now you’ve probably heard the news that Refi is here to stay, but what does that entail? What are the regulations and policy issues that you need to understand? What about Affiliation and Franchise, what is coming down the pipeline for those issues? Are there any new key factors in the SMART Review process that you need to understand? Have you been asking any of those questions and scratching your head trying to interpret the policy? Then you should be at the Annual Meeting!

NADCO will bring you the experts that can address your questions big and small, and all you need to do is show up.



Photo courtesy of San Francisco Travel Association

Photo courtesy of San Francisco Travel Association




Photo courtesy of San Francisco Travel Association





Photo courtesy of San Francisco Travel Association





Photo courtesy of San Francisco Travel Association





Photo courtesy of San Francisco Travel Association

Who Should Attend


The NADCO Annual Meeting has been designed with CDC Executives, CDC Board of Directors, Business Development Officers, Loan Officers, Third Party Lenders and Critical Support Staff in mind. If you are involved in the operation and compliance of a CDC or you are responsible for bringing in loans, determining their eligibility or ensuring the approval of your CDC’s loans, then we have the informational sessions that you need to hear. Let the industry experts help you navigate the complicated world of 504 regulations and policy.


Are you a member of a CDC Board of Directors or Executive/Management team?

You might be interested in these sessions:
General Session I – Regulatory and Policy Updates
Breakout Session I – Incentivize with Your CDC Benefits Package
Breakout Session IV – What to Expect When You’re Expecting A SMART Review
General Session II – Loan Processing From All Angles
General Session III – Central Servicing Agent and Funding: Updates and Innovations
Breakout Session VII – Cultivating Leadership in Your Organization
General Session IV – CDC Oversight: Now and Looking Forward
General Session – Affiliation and Franchise: A Roadmap to the Rule
General Session – Post-Election Congressional Analysis
General Session VII – Debt Refi: What You Need to Know
**Add-on Session** Debt Refi in Detail


Are you a Business Development Officer, Loan Officer, Third Party Lender or part of the Marketing team?

You might be interested in these sessions:
General Session I – Regulatory and Policy Updates
Breakout Session II – Marketing the 504: A Dual Perspective
Breakout Session V - topic TBD
General Session II – Loan Processing From All Angles
Breakout Session VIII – Non-Hotel Energy Efficient Loans
General Session IV – CDC Oversight: Now and Looking Forward
General Session – Affiliation and Franchise: A Roadmap to the Rule
General Session – Post-Election Congressional Analysis
General Session VII – Debt Refi: What You Need to Know
**Add-on Session** Debt Refi in Detail


Are you part of the Servicing, Processing and Support team?

You might be interested in these sessions:
General Session I – Regulatory and Policy Updates
Breakout Session III – Tips for Underwriting to the New Paradigm
Breakout Session VI – Borrower Distress: Early Warning Signs and Interventions
General Session II – Loan Processing From All Angles
General Session III – Central Servicing Agent and Funding: Updates and Innovations
Breakout Session IX – Internal Tools for Oversight Compliance
General Session IV – CDC Oversight: Now and Looking Forward
General Session – Affiliation and Franchise: A Roadmap to the Rule
General Session VII – Debt Refi: What You Need to Know
**Add-on Session** Debt Refi in Detail


NADCO has long kept various audiences in mind when selecting topics and time slots for Annual Meeting breakout sessions, so to make selection easier, breakout session tracks will be color-coded this year. Your "track" - gold, red or blue - will depend on your role within your CDC and the 504 industry.

Gold indicates that the session is geared towards members of a CDC Board of Directors, CDC Executives and CDC Senior Management.

Red indicates that the session is geared towards Business Development Officers, Loan Officers, Marketing personnel and Third Party Lenders.

Blue indicates that the session is geared towards Closing, Servicing, Processing and Support personnel.

You are certainly welcome to attend any sessions of your choosing, NADCO just wanted to make it easier for you to plan your day!

What is Being Discussed


All of the NADCO sessions are designed to be informative and educational discussions of the most relevant topics facing the 504 industry today as well as what the industry is facing for the future.


General Sessions:

Regulatory and Policy Updates
A high level discussion of recent and upcoming changes to regulations and policies spanning the breadth of the 504 industry.

Loan Processing From All Angles
Get an in depth drilldown on how to successfully get your loans through the approval process at the Sacramento Loan Processing Center.

Central Servicing Agent and Funding: Updates and Innovations
More information coming soon!

CDC Oversight: Now and Looking Forward
A discussion of key findings and corrective actions taking place in current SMART Reviews as well as any updates to the review process for this coming year.

Affiliation and Franchise: A Roadmap to the Rule
The new affiliation rule is out so here is your opportunity to ensure you understand it. There will also be a robust discussion of the current franchise review process.

Post-Election Congressional Analysis
A review of who is in and who is out and how that can impact the 504 industry.

Debt Refi: What You Need to Know
Debt Refi was passed into permanent law for the 504 program. All comments are in on the interim final rule so this session will bring you up to date on the details of the rule and policy.

Breakout Sessions:

The GOLD Track
Members of CDC Board of Directors, CDC Executives and Senior Management
Incentivize with Your CDC Benefits Package

Learn from Small, Medium and Large size CDCs about various benefit packages offered. Find some new and inventive ways to incentivize and retain employees in competitive hiring markets.

What to Expect When You’re Expecting a SMART Review
If you haven’t been through a SMART Review (analytical, targeted, and full) and you have no idea what is in store for your organization, the senior management and your Board of Directors, come learn from those that have lived through the process. Get to know what you will be asked, what you need to do for file preparation and how to address findings and corrective actions.

Cultivating Leadership in Your Organization
Whether you are a CDC Board Member or Senior Management, it is important to foster and cultivate leadership skills within your team. Starting with self-development and moving through to emergence of new leaders within the organization.

The Red Track
Business Development Officers, Loan Officers, Marketing Personnel and Third Party Lenders
Marketing the 504: A Dual Perspective

This is an in depth look at two very different perspectives on marketing the 504 program. One might just be the right fit for you. Learn about how your strengths, the type of community your organization works within and the types of loans that are prevalent play into the way you approach marketing the 504 loan program.

Topic TBD
More information coming soon!

Non-Hotel Energy Efficient Loans
Green energy 504 projects are the new hot product on the market. Learn how to tap into this expansive market of opportunity.

The Blue Track
Closing, Servicing, Processing and Support personnel
Tips for Underwriting to the New Paradigm

Times are changing and so are the standards for a successful SBA 504 loan approval. Understand what the new expectations are for your 504 loan packages.

Voluntary Prepays: Best Practices for Keeping Your Borrowers
Low interest rates are fueling an industry trend towards prepayments by borrowers. Learn the impact prepays have on your portfolio, how to identify prepay risks, understand how to communicate the risks the borrowers could face with prepays, and what alternatives are there to prepayment.

Internal Tools for Oversight Compliance
Preparing for SMART Reviews and ALP renewals isn’t just a couple weeks of the year, it’s something you need ingrained in your day to day operations. If you’re not sure where to begin or want your next review process to go smoothly, then come learn about systems you can use every time you work with a loan.


Photo courtesy of San Francisco Travel Association





Photo courtesy of San Francisco Travel Association





Photo courtesy of San Francisco Travel Association





Photo courtesy of San Francisco Travel Association





Photo courtesy of San Francisco Travel Association





Photo courtesy of San Francisco Travel Association


Photo courtesy of San Francisco Travel Association


Photo courtesy of San Francisco Travel Association


Photo courtesy of San Francisco Travel Association



Photo courtesy of San Francisco Travel Association


Why You Should Attend


1. The HOT TOPICS you need to hear about (and they're everything)


NADCO is working closely with the SBA to build you an agenda that covers all the updates in regulations and policies, the new decisions that launched this year, the keys to successful reviews, and best practices for improved loan approvals. Check out the full agenda ONLINE.


2. GREAT RATES are available


Don’t miss out on the early bird rates! Deep discounts and scholarships are available so make sure you take advantage before they’re gone. Save $100 on each registration now until August 23rd. NADCO is offering full scholarships for 5 lucky individuals. CLICK HERE for details and an application form.


3. A SPECIAL night with CDC friends from near and far


Don’t miss out on the largest networking event for CDCs. All the attendees and speakers are gathered in one place to enjoy a meal, mingling and one of San Francisco’s special venues. CLICK HERE for more information on our Annual Meeting Dinner.


4. It's in San Francisco with more to do than you can imagine


Have you ever wondered what it’s like to be locked up in Alcatraz? How about the life of Walt Disney? In one trip to the California Academy of Sciences you can go from a rainforest to an aquarium to an African penguin exhibit to an organic roof. Don’t miss out on the historic street cars and of course the Full House - house! Check out the San Francisco official TOURISM WEBSITE to learn more about all of the city’s offerings!


...and most importantly
5. You went out on the town after the Welcome Reception,


which means you are feeling sluggish and need to add some pep to your step before the Regulatory and Policy Updates Session! Check out the 2016 National Small Business of the year, Equator Coffees and Teas, for that added morning kick. Not only will you be supporting a 504 project and farmers in the micro-loan program, but you’ll be enjoying some of the finest coffee and tea in the land. Roasted and brewed fresh just for you, that Eye of the Tiger Espresso will get you going and ready to talk shop!

There are several locations to choose from but this one is within walking distance of the hotel.
986 Market Street, San Francisco, CA 94102