Exhibitor List

Booths 1-5

Booths 6-10

Booths 11-15

Booths 16-20

Booths 1-5

Booth 1

The Preston Group, LLC

Lisa Preston
2820 FM 517 Road East
Dickinson, TX 77539
The Preston Group prepares CDC’s for compliance with all SBA mandated requirements assessed in the SBA SMART Reviews conducted by OCRM. The Preston Group provides full process and loan review services conducted in the same manner as the SBA conducts their SMART Reviews. Process reviews are conducted on-site evaluating Solvency & Financial Condition, Management and Board Governance, Asset Quality & Servicing, Regulatory Compliance, and Technical Issues and Mission Risk Assessment Framework areas. Loan review of SBA 504 loans may be conducted on-site or remotely.

All personnel are either prior examiners who have worked on behalf of the SBA completing the SBA Risk Based Reviews, previously worked for the FDIC, previously worked as CDC Executive Directors, or have numerous years of lending and/or project management experience. The Preston Group has a thorough knowledge of SBA compliance measures and can support CDC’s by assessing SBA departments, recommending creation or refinement of processes for improvement, and continually assessing portfolio performance through loan review. All consulting work is tailored to meet the goals and objectives of the CDC. The Preston Group works to ensure CDC’s have built the foundation upon which to grow SBA 504 loan portfolio’s while maintaining compliance thereby increasing efficiency, effectiveness, and profitability of the organization.
“You Perform, We Perfect”

Booth 2

ORMS: Outsourced Risk Management Solutions LLC

Derek Ezovski
7 South Main Street
Suite 209
West Hartford, CT 06107
Outsourced Risk Management Solutions (ORMS) works closely with CDCs, lenders and the SBA to help provide a unique in-house environmental solution. ORMS helps CDCs review and package environmental submissions to increase the approval rate of their environmental reports. In addition, ORMS reduces the time spent by the SBA, while helping to increase the number of loans that our clients can close successfully.

In addition, ORMS has developed a very unique Record Search with Risk Assessment (RSRA) program that streamlines the entire process on behalf of our clients.

Booth 3


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Booth 4


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Booth 5

Partner Engineering and Science, Inc.

Gary Reynolds
National Client Manager
1350 Pine Street
Suite 2
Boulder, CO 80302
Partner Engineering and Science, Inc. (Partner) is a full-service environmental, engineering and energy consulting and design firm completing projects nationwide. We specialize in evaluating properties in connection with real estate transactions, development or management.

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Booths 6-10

Booth 6

Liberty SBF

Alexander Cohen
308 East Lancaster Avenue
Wynnewood, PA 19096
Liberty SBF is a direct lender of first lien SBA 504 Loans. We have one of the best financing programs available today for business owners to purchase their own commercial real estate properties. Liberty SBA 504 Loans are available nationwide and we work with CDCs across the country. Talk to us about our loan program, get our free SBA 504 white paper and see the top reasons to work with Liberty SBF when it comes to SBA 504 lending.

Booth 7

Fountainhead Commercial Capital, LLC

Chris Hurn
429 S. Keller Road
Suite 300
Orlando, FL 32810
Who is Fountainhead?
Fountainhead is a nationwide commercial lender specializing in SBA 504 loans. We deliver the best customer experience possible for SBA 504 first mortgages, interim SBA 504 second mortgages, and SBA 504 construction/renovation loans, because this is our sole focus. We were founded by the most well-known, awarded, and experienced team in the SBA industry, so our speed and sophistication is second to none. We also recently launched the first, fully outsourced SBA 504 wholesale program for lenders: Fast Track 504™.

If you type “Fountainhead” into a search engine or look us up in a dictionary, you’ll find that the word, itself, means, “an abundant source; a place where something begins.” This fits perfectly with our mission: to help Business Owners create wealth though commercial real estate ownership. We do this by being an abundant source of smart financing.

Let us be your Fountainhead of commercial capital while we help your borrowers create wealth through our abundant source of financing.

Booth 8

Business Credit Reports, Inc.

Debbie Golbach
Director of National Groups
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 - the Advantage Pro. Our reports include scores, UCC’s, public record, DUNS# and OFAC. The Advantage Pro is perfect for new borrowers and anytime you need a complete business credit report.

Booth 9

CDC Small Business Finance Corporation
CDC Capital Markets

Ken Rosenthal
Senior Loan Officer
2448 Historic Dacatur Road
Suite 200
San Diego, CA 92106
CDC Capital Markets is a wholly owned subsidiary of CDC Small Business Finance. We provide SBA-504 secondary market solutions to lenders across the United States. We work with banks, non-bank lenders, brokers and the small business lending community to expand financing options to small businesses.

Booth 10

Wells Fargo

Christopher Urban
Vice President, CSA Team
9062 Old Annapolis Road
Columbia, MD 21045
Wells Fargo is the premier provider of corporate trust services to the capital markets, serving the needs of investors, bondholders, and lenders. We offer trustee, agency, fiduciary, escrow, and other financial services to private corporations and government entities globally. We can administer a wide array of assets and types of programs, including ABS, RMBS, CMBS, CDO securities and their underlying collateral, lease, fund services, Delaware statutory trusts, and various warehouse and conduit programs. Our offices are conveniently located across the U.S. and internationally.

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Booths 11-15

Booth 11

Collateral Specialists

Michael O’Connor
Vice President of Sales & Marketing
250 Bel Marin Keys Boulevard
Suite G2
Novato, CA 94949
Collateral Specialists is a nationwide site inspection company. Our reliable service, proven technology, and competitive pricing deliver an inspection solution that helps saves you time and money. Whether you are conducting a pre-funding site visit, verifying a business is operational, or conducting annual due diligence, we are here to help you manage your risk.

Booth 12

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 13

Zions Bank

Howard Anderson
SVP, National Sales Manager
7730 Union Park Avenue
Suite 250
Midvale, UT 84047
By providing the best combination of service, premiums, and creativity, Zions Bank is the secondary market pioneer and leader for the direct funding or purchase of SBA 504 first mortgage loans. Zions offers both fixed and variable rates for loan amounts up to $6 million on all SBA eligible property types.

Booth 14

Hays Affinity

Barry Peters
1025 Thomas Jefferson Street, N.W.
Suite 425W
Washington, DC 20007
The NADCO Professional Management Liability Insurance Program offers a unique combination of coverage’s all for one affordable premium. This blended coverage includes:
    Directors and Officers Liability (D&O)
    Employment Practices Liability Insurance (EPLI)
    Professional Liability (E&O)
The NADCO Insurance Plan is administered by Hays Affinity, a division of Hays Companies and is underwritten by a financially strong, well-respected Insurer./td>

Booth 15

EBI Consulting

Stephen Reynolds
Senior Account Executive
709 Mt. Errigal Place
Lincoln, CA 95648
EBI Consulting provides environmental risk and compliance management, due diligence, energy efficiency, and engineering services to organizations seeking to improve operations, lower costs, manage risk and exceed stakeholder expectations. Combining broad technical expertise with deep industry knowledge and a business perspective based on more than 25 years of experience serving clients, EBI solves challenging problems with a focus on creating business value.

Founded in 1989, EBI Consulting has grown to more than 460 employees and was recognized as one of the nation’s top 50 fastest growing environmental firms by the Zweig Letter and one of the fastest growing companies in MA by the Boston Business Journal. We are a top national provider of environmental, civil and structural engineering services to the real estate, financial services and wireless telecommunications industries, including many Fortune 500 clients. In addition, we serve a diverse and growing base of life sciences, healthcare, academic/laboratory, manufacturing, and other industrial and institutional clients.

EBI Consulting is known for the quality of our work, the business and technical expertise of our consultants, our professionalism and responsiveness, and the personalized nature of our services.

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Booths 16-20

Booth 16

Power Steering Unlimited, Inc.

Mary Kropp
4905 34th Street South
PMB 328
Saint Petersburg, FL 33711
Power Steering Unlimited, Inc. is a CDC consulting business started in 2004 by Mary E. Kropp. Mary 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. In 2008, she returned to a CDC in Florida to assist them through the Great Recession where she handled multiple loan programs including a 1,350-loan 504 portfolio as Director of Loan Administration. In 2009, she was elected for a third and fourth term to the NADCO Board in an At-Large capacity (2002-2004 first terms), 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). In 2012, at the significant demand of her client base, she returned full time to consulting and is recognized by SBA as the most active Independent Loan Reviewer 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.

Booth 17


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Booth 18


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Booth 19

BMI Productivity Solutions

Boyd Mortensen
475 North 300 West
Suite 5
Kaysville, UT 84037
BMI Productivity Solutions provides solutions that help CDCs and other Economic Development Organizations speed up processes, reduce redundant tasks, and improve visibility to all individuals involved in the programs your organization offers. Come visit us at our booth.

Booth 20

Environmental Risk Innovations (ERI, LLC)

Karen Nelson
SVP - Environmental Risk Manager
201 McCullough Drive
Suite 150
Charlotte, NC 28269
About Environmental Risk Innovations (ERI)
ERI is the nation’s largest environmental risk consulting firm, specializing in the management of environmental risk for commercial lenders. ERI’s clients include a broad base of commercial lenders, from small regional banks to large banks with national footprints. ERI develops internal environmental risk policy for commercial lenders, provides third-party review of environmental assessment reports, and conducts Records Search with Risk Assessments (RSRAs)/“desktop reviews” on commercial properties. ERI is not a traditional environmental consulting firm that performs Phase I or Phase II Environmental Site Assessments. As a result, ERI’s recommendations represent a truly independent, third-party opinion that conforms to the client bank’s specific risk tolerance.

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