2016 NADCO CDC Oversight Symposium

March 3-4, 2016
The Hilton San Diego, Mission Valley
901 Camino Del Rio South
San Diego, CA 92108

DRAFT AGENDA

Thursday, March 3

7:30 am - 5:00 pm Registration Open
Cortez Ballroom Foyer
8:00 am - 5:00 pm Exhibits Open
Hillcrest Ballroom
8:00 am - 9:00 am Breakfast and Networking
Hillcrest Ballroom
9:00 am - 9:15 am

Welcome Remarks

Cortez Ballroom
Introductions & Remarks:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
Linda Rusche, Director, Office of Credit Risk Management
U.S. Small Business Administration
9:15 am - 10:30 am

SMART Methodology – Measuring Performance Risk

Cortez Ballroom
Panelists:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
Linda Rusche, Director, Office of Credit Risk Management
U.S. Small Business Administration
10:30 am - 10:45 am Break
10:45 am - 12:00 pm

Bylaws & Board Responsibilities

Cortez Ballroom
Panelists:
Randy Griffin, President
CSRA Business Lending
Todd Kobernick, Attorney
CDC Small Business Finance Corporation
Sherwood Robbins, Managing Director
Seedcopa
Steve Suite, Chief Administration Officer
Mountain West Small Business Finance
Linda Reilly, Chief 504 Program Branch, Office of Financial Assistance
U.S. Small Business Administration
12:00 pm - 12:15 pm Break
12:15 pm - 1:45 pm Brown Bag Networking Luncheon
Hillcrest Ballroom
1:45 pm - 2:30 pm

Internal Controls

Cortez Ballroom
Panelists:
Matt Davis, President
Southland EDC
Elaine Fairman, Executive Director
Business Expansion Funding Corp.
Sherwood Robbins, Managing Director
Seedcopa
Dan Schneider, President & CEO
Wisconsin Business Development Finance Corp.
Adam Shinn, Financial Analyst
U.S. Small Business Administration
2:30 pm - 3:15 pm

Asset Classification and Components to a Risk Rating System

Cortez Ballroom
Panelists:
Marsha Carr, President & CEO
Success Capital CDC
Zola Finch, Director of Finance Programs
RMI, Inc.
Cat Riddle, Chief Financial and Technology Officer
CDC Small Business Finance Corporation
Paul Kirwin, Supervisory Financial Analyst, Office of Credit Risk Management
U.S. Small Business Administration
3:15 pm - 3:30 pm Break
3:30 pm - 4:30 pm

Independent Loan Review

Cortez Ballroom
Panelists:
Matt Davis, President
Southland EDC
Steve Dusek, President & CEO
Dakota Certified Development Corporation
Randy Griffin, President
CSRA Business Lending
Pat MacKrell, President & CEO
Empire State CDC, The 504 Company
Paul Kirwin, Supervisory Financial Analyst, Office of Credit Risk Management
U.S. Small Business Administration

Friday, March 4

7:30 am - 12:00 pm Registration Open
Cortez Ballroom Foyer
7:30 am - 12:00 pm Exhibits Open
Hillcrest Ballroom
7:30 am - 8:30 am Breakfast and Networking
Hillcrest Ballroom
8:30 am - 9:15 am

Reporting: Annual Report and ALP Renewal

Cortez Ballroom
Panelists:
Steve Dusek, President & CEO
Dakota Certified Development Corporation
Patti Kibbe, President & CEO
Evergreen Business Capital
Ann Peterson, President & CEO
Prairieland CDC
Edna Peterson, Vice President & COO
Evergreen Business Capital
Adam Shinn, Financial Analyst
U.S. Small Business Administration
9:15 am - 10:15 am

Findings and Corrective Actions

Cortez Ballroom
Panelists:
Marsha Carr, President & CEO
Success Capital CDC
Kurt Chilcott, President & CEO
CDC Small Business Finance Corporation
Zola Finch, Director of Finance Programs
RMI, Inc.
Shannon Hawes, Financial Analyst
U.S. Small Business Administration
10:15 am - 10:30 am Break
10:30 am - 11:30 am

Wrap-up and Key Lessons

Cortez Ballroom
Panelists:
Steve Dusek, President & CEO
Dakota Certified Development Corporation
Patti Kibbe, President & CEO
Evergreen Business Capital
Dan Schneider, President & CEO
Wisconsin Business Development Finance Corp.
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
Linda Rusche, Director, Office of Credit Risk Management
U. S. Small Business Administration