Exhibitor List

Booths 1-3

Booths 4-6

Booths 7-9

Booths 1-3

Booth 1

The Preston Group, LLC

Lisa Preston
2820 FM 517 Road East
Dickinson, TX 77539
The Preston Group specializes in all facets of SBA 7(a) and 504 Loan Program compliance in preparation for regulatory reviews/examinations. Consulting services comprise assessment of performance, policies/procedures, management, eligibility, underwriting, processing, closing servicing, reporting, internal controls, risk ratings, liquidations, potential harm, and loan review.

All services performed are completed after the loan closes thereby negating any potential conflict of interest and allows The Preston Group to be a true independent third party fulfilling the internal control requirement.

Remember: “You Perform, We Perfect”

Booth 2

CDC Ventures - CDC Small Business Finance Corporation

Miriam Voigt
Ventures Training & Support Manager
2448 Historic Dacatur Road
Suite 200
San Diego, CA 92106
CDC Ventures is a web-based software solution that streamlines SBA loan processing, from lead generation through servicing for CDCs. We consider ourselves to be software users first, and software vendors second. Therefore, we constantly seek to improve the user’s experience and efficiency. We pride ourselves on unparalleled, personalized customer service. By listening to customer feedback, we create fast solutions that evolve the software and help CDCs grow.

Key Benefits:
  • Web-based – speed, flexibility, no servers to maintain
  • Custom training
  • Reports that drive efficiency and help you meet your business goals
  • Community Advantage (7a) platform

Booth 3

Partner Energy, Inc.

John Rockwell
National Client Manager
2154 Torrance Blvd
Suite 100
Torrance, CA 90501
Partner Energy works with building owners, managers, and users to identify, capitalize, and implement energy efficiency and sustainability projects that meet their capital return criteria.

Our team of experienced energy engineers, sustainability and building science specialists, technical directors, and project managers help our clients achieve their sustainability, energy efficiency and alternative energy goals, both on a portfolio and individual building level.

With our understanding of the latest in sustainable technologies, we work to provide quality energy saving solutions and remedies for all our clients.

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Booths 4-6

Booth 4

Vox Optima

Rachel O'Sullivan
Director, Western Region
6565 Americas Parkway NE
Albuquerque, NM 87110
Strategy, not spin! Vox Optima is a small but powerful communications, consulting and media relations company. Our job is to get your message out in clear and easy to understand ways to the people that need to hear it, and to get results with that message. Nationwide, #SDVOSB, Woman-Owned, full-spectrum #PR and strategic communication firm.

Booth 5

Trileaf Environmental

Doug Janette
Vice President
2121 West Chandler Blvd.
Chandler, AZ 85224
TRILEAF is a nationwide environmental services company, providing targeted environmental services to Commercial and SBA lenders for SBA 504, 7(a) loans and government guaranteed loans. TRILEAF works with numerous banks, lenders and Certified Development Companies (CDC's) to satisfy the need for timely and cost effective Records Search with Risk Assessment (RSRA), Transaction Screen Assessment (TSA), Phase I and II ESAs, Property Condition Assessments, asbestos and lead assessments.

Booth 6

BMI Productivity Solutions

Boyd Mortensen
475 North 300 West
Suite 5
Kaysville, UT 84037
BMI is a software and services provider that focuses on enhancing the way documents and data flow through organizations. With over 17 years of experience in the SBA market BMI is your expert in utilizing technology to compliment your business. We look forward to helping you simplify and improve speed of processes, reduce redundant tasks, increase visibility, and ensure compliance. With the help of BMI, organizations allocate more time for revenue-generating activities. BMI clients are able to handle an increased workload and distribute more funding to the communities they serve.

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Booths 7-9

Booth 7

Business Credit Reports, Inc.

Debbie Golbach
Vice President of Business Development
1645 Nashville Pike
Gallatin, TN 37066
Business Credit Reports is the largest aggregator of commercial credit information in the country. BCR has exclusive agreements with Experian, Equifax and D&B. We are the first to offer a multi-bureau business credit report, called the Advantage Pro. Our reports include scores, analytics, and suggested credit limits and OFAC and the DUNS#. The Advantage Pro is perfect for new borrowers and anytime you need a complete business credit report.

Booth 8

Power Steering Unlimited, Inc.

Mary Kropp
145 SW 54th Terrace
Cape Coral, FL 33914
Power Steering Unlimited, Inc. is a CDC consulting business started in 2004. Power Steering CEO, Mary Kropp, has over 36 years of experience in commercial finance. After an 18-year career in commercial banking in Michigan, she became the CEO and Executive Director of Enchantment Land CDC in New Mexico in 1997, where she was a two-time winner of the SBA Financial Services Advocate of the Year award and numerous awards for production and innovative marketing during her 8 years at the helm there. Mary left ELCDC to start Power Steering in 2004, where she counts over 100 CDCs, NADCO and CDC attorneys as clients. She is a past 4-term NADCO Board member, holding various roles such as NADCO Vice Chair of Education and External Affairs, a National Servicing & Liquidation Mentor, as well as a NADCO Instructor (courses included: Intro to 504, Loan Packaging, and Basic & Advanced Servicing). She is currently recognized by SBA as one of the most active Independent Loan Reviewers to date in the industry. She combines years of CDC and banking experience, to give her CDC clients a unique and unmatched perspective from Power Steering’s consulting.

Ms. Kropp holds a Bachelor’s Degree in Business Administration from Ferris State University in Michigan. She is active in many economic development and banking organizations and still maintains her Home Builder’s License in Michigan.

Booth 9

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