2017 NADCO Annual Meeting

October 17-20, 2017
San Antonio Marriott Rivercenter
101 Bowie Street
San Antonio, TX 78205

DRAFT AGENDA


Please CLICK HERE for a hotel map.


Do you need help deciding on which sessions to attend?
Are your curious about what our Breakout Session Tracks mean?
Would you like to know more about what will be covered in each session?

Then visit our About the Event page to find out more information!


Monday, October 16

7:30 am – 5:00 pm Registration Open
Registration Desk 2
8:30 am – 5:00 pm NADCO 2017 Fall 504 Closing Course
Ballroom Salon M
7:30 am – 8:30 am Breakfast in the room
10:00 am – 10:15 am Morning Break
12:00 pm – 1:15 pm Lunch on your own
2:45 pm – 3:00 pm Afternoon Break
1:30 pm – 5:00 pm Please Click Here for NADCO Board of Directors Meeting Information
Ballroom Salons J-L

Tuesday, October 17

7:30 am – 7:00 pm Registration Open
Registration Desk 2
8:30 am – 5:00 pm NADCO 2017 Fall 504 Closing Course
Ballroom Salon M
7:30 am – 8:30 am Breakfast in the room
10:00 am – 10:15 am Morning Break
12:00 pm – 1:15 pm Lunch on your own
2:45 pm – 3:00 pm Afternoon Break
8:00 am – 5:00 pm Please Click Here for NADCO Board of Directors Meeting Information
Ballroom Salons J-L
8:00 am – 1:00 pm Freeman Deco Builds Exhibitor Space
Ballroom Salons G-I
1:00 pm – 5:00 pm Exhibitors Can Begin Set Up
Ballroom Salons G-I
5:30 pm – 7:30 pm Exhibitors Open
Ballroom Salons G-I
5:30 pm – 7:30 pm Welcome Reception
Ballroom Salons G-I
(Open to all Conference Attendees)

Wednesday, October

18

8:00 am – 4:00 pm Registration Open
Registration Desk 2
8:00 am – 4:00 pm Exhibitors Open
Ballroom Salons G-I
8:00 am – 9:00 am NADCO Marketplace & Networking Breakfast
Exhibit Hall - Ballroom Salons G-I
9:00 am – 9:10 am
Welcome Remarks
Ballroom Salons E-F
Speakers:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
Mary Mansfield, President & CEO
Bay Colony Development Corp.
9:10 am – 9:30 am
General Meeting of the Members
Ballroom Salons E-F
Speakers:
Mary Mansfield, President & CEO
Bay Colony Development Corp.
Patrick MacKrell, President & CEO
Empire State CDC, The 504 Company
Patti Kibbe, President & CEO
Evergreen Business Capital
John Evans, President
Mountain West Small Business Finance
9:30 am – 10:30 am
General Session I - Regulatory and Policy Updates
Ballroom Salons E-F
Speakers:
TBD
TBD
TBD
TBD
TBD
TBD
TBD
TBD
Moderator:
Rhonda Pointon, Vice President Regulatory Affairs & Training
National Association of Development Companies
10:30 am – 11:00 am NADCO Marketplace & Networking Break
Exhibit Hall - Ballroom Salons G-I
11:00 am – 12:00 pm

Breakout Session I – TBD

**CDC Board/Executive/Management Track**
Ballroom Salons A-B
Speakers:
TBD
TBD
TBD
TBD
Moderator:
TBD
TBD

Breakout Session II – 504 TPL Secondary Market Update: Products & Premiums

**BDO/Loan Officer/Marketing/Third Party Lender Track**
Ballroom Salons C-D
Speakers:
TBD
TBD
TBD
TBD
Moderator:
TBD
TBD
Breakout Session III – Generating Reports for Managing 504 Loan Portfolios
**Servicing/Processing/Support Track**

Ballroom Salons J-K
Speakers:
TBD
TBD
TBD
TBD
Moderator:
TBD
TBD
12:00 pm – 12:15 pm Break
12:15 pm – 1:30 pm

Keynote and Awards Luncheon

Ballroom Salons E-F
Keynote Address
Introductions:
Mary Mansfield, President & CEO
Bay Colony Development Corp.
Invited Keynote Speaker:
Linda McMahon, Administrator
U.S. Small Business Administration
Diamond Awards Presentation
Presenter:
Mary Mansfield, President & CEO
Bay Colony Development Corp.
1:30 pm – 2:00 pm NADCO Marketplace & Networking Break
Exhibit Hall - Ballroom Salons G-I
2:00 pm – 3:00 pm

Breakout Session IV – Developing & Maintaining Strong Internal Controls

**CDC Board/Executive/Management Track**
Ballroom Salons A-B
Speakers:
TBD
TBD
TBD
TBD
Moderator:
TBD
TBDnce

Breakout Session V – Banker’s Tips for Gold Standard BDO/LO Relationships

**BDO/Loan Officer/Marketing/Third Party Lender Track**
Ballroom Salons C-D
Speakers:
TBD
TBD
TBD
TBD
Moderator:
TBD
TBD
Breakout Session VI – Best Practices for Keeping Borrowers in Compliance
**Servicing/Processing/Support Track**

Ballroom Salons J-K
Speakers:
TBD
TBD
TBD
TBD
Moderator:
TBD
TBD
3:00 pm – 4:00 pm

Regional Caucuses – Regions I and II

Ballroom Salons A-B

Regional Caucuses – Regions III and IV

Ballroom Salons C-D

Regional Caucuses – Regions V and VI

Ballroom Salons E-F

Regional Caucuses – Regions VII and VIII

Ballroom Salons J-K

Regional Caucuses – Regions IX and X

Ballroom Salons L-M
5:00 pm Buses will start to take people to the ranch
5:30 pm – 8:30 pm Annual Meeting Dinner

Knibbe Ranch

10006 Spring Branch Road
Spring Branch, TX 78070
6:30 pm Buses will start work on rotation to return people to the hotel

Thursday, October 19

8:00 am – 4:00 pm Registration Open
Registration Desk 2
8:00 am – 4:00 pm Exhibitors Open
Ballroom Salons G-I
8:00 am – 9:00 am NADCO Marketplace & Networking Breakfast
Exhibit Hall - Ballroom Salons G-I
8:00 am – 9:00 am
Community Advantage Breakfast Roundtable

Ballroom Salons L-M
9:00 am – 10:00 am
General Session II - Central Servicing Agent and Funding: Updates, Innovations and e504 Modernization
Ballroom Salons E-F
Speakers:
TBD
TBD
TBD
TBD
TBD
TBD
TBD
TBD
Moderator:
TBD
TBD
10:00 am – 10:30 am NADCO Marketplace & Networking Break
Exhibit Hall - Ballroom Salons G-I
10:30 am – 11:30 am

Breakout Session VII – Modeling Efficiency Ratios for CDC Performance

**CDC Board/Executive/Management Track**
Ballroom Salons A-B
Speakers:
TBD
TBD
TBD
TBD
Moderator:
TBD
TBDnce

Breakout Session VIII – TBD

**BDO/Loan Officer/Marketing/Third Party Lender Track**
Ballroom Salons C-D
Speakers:
TBD
TBD
TBD
TBD
Moderator:
TBD
TBD
Breakout Session IX – Measuring the Impact of Economic Development Activities
**Servicing/Processing/Support Track**

Ballroom Salons J-K
Speakers:
TBD
TBD
TBD
TBD
Moderator:
TBD
TBD
11:30 am – 11:45 am Break
11:45 am – 1:00 pm

Keynote and Awards Luncheon

Ballroom Salons E-F
Keynote Address
Introductions:
Mary Mansfield, President & CEO
Bay Colony Development Corp.
Invited Keynote Speaker:
TBD
TBD
Top Lender Diamond Awards and Hall of Fame Awards Presentation
Presenter:
Mary Mansfield, President & CEO
Bay Colony Development Corp.
1:00 pm – 1:45 pm NADCO Marketplace & Networking Break
Exhibit Hall - Ballroom Salons G-I
1:45 pm – 2:45 pm
General Session III – Congressional Updates
Ballroom Salons E-F
Speakers:
TBD
TBD
TBD
TBD
TBD
TBD
TBD
TBD
Moderator:
TBD
TBD
2:45 pm – 3:15 pm NADCO Marketplace & Networking Break
Exhibit Hall - Ballroom Salons G-I
3:15 pm – 4:15 pm
General Session IV – Regulatory Session Topic TBD
Ballroom Salons E-F
Speakers:
TBD
TBD
TBD
TBD
TBD
TBD
TBD
TBD
Moderator:
TBD
TBD
5:30 pm – 7:00 pm PAC Fundraising Event

The Alamo Mission

300 Alamo Plaza
San Antonio, TX 78205

Friday, October 20

8:00 am – 3:00 pm Registration Open
Registration Desk 2
8:00 am – 11:30 am Exhibitors Open
Ballroom Salons G-I
8:00 am – 9:00 am NADCO Marketplace & Networking Breakfast
Exhibit Hall - Ballroom Salons G-I
8:00 am – 9:00 am
Board of Directors Breakfast Meeting with the Newly Elected Board Members - Closed Session
Ballroom Salons J-K
Board Members Only
9:00 am – 9:15 am
Announcement of the New NADCO Board of Directors and Officers
Ballroom Salons E-F
Speakers:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
Chairman of the Board
National Association of Development Companies
9:15 am – 10:15 am
General Session V – Surprising Ways CDCs Can Do More with Federal Home Loan Banks
Ballroom Salons E-F
Speakers:
Greg Hettrick, Director of Community Investment
Federal Home Loan Banks
Tim C. Pierce, Executive Director
Caprock Business Finance Corp.
TBD
TBD
TBD
TBD
Moderator:
TBD
TBD
10:15 am – 10:30 am NADCO Marketplace & Networking Break
Exhibit Hall - Ballroom Salons G-I
10:30 am – 11:30 am
General Session VI – SLPC Updates
Ballroom Salons E-F
Speakers:
TBD
TBD
TBD
TBD
TBD
TBD
TBD
TBD
Moderator:
TBD
TBD
11:30 am – 12:30 pm Lunch on Your Own
12:30 pm - 3:00 pm

**Add-on Session** - SLPC Topic TBD

Ballroom Salons E-F
Instructors:
TBD
TBD
TBD
TBD
TBD
TBD