Exhibitor List


Booths 1-5


Booths 6-10


Booths 11-15


Booths 16-20




Booths 1-5


Booth 1


ORMS: Outsourced Risk Management Solutions LLC

Derek Ezovski
President
7 South Main Street
Suite 209
West Hartford, CT 06107
860-838-5388
dezovski@orms.com
www.orms.com
ORMS works with CDCs and the SBA to help provide in-house environmental due diligence solutions. ORMS helps review and package environmental submissions to increase the approval rate for our clients which reduces the time and potential frustration with the process, all the while increasing the number of loans that you can close successfully.


Booth 2


CDC Capital Markets
CDC Small Business Finance Corporation


Ken Rosenthal
Sr Advisor - Lending, Education, Training
2448 Historic Decatur Road
Suite 200
San Diego, CA 92106
858-967-7817
krosenthal@cdcloans.com
www.cdccapitalmarkets.com
CDC Capital Markets is a wholly owned subsidiary of CDC Small Business Finance. We provide SBA 504 first mortgage secondary market solutions across the country in all 50 states. We work with banks, non-bank lenders, brokers, CDCs, credit unions, and the small business lending community to help them do more SBA 504 loans. We provide due diligence services to Morgan Stanley by marketing, packaging, underwriting and servicing these SBA 504 first mortgage loans for Direct Table Funding or Loan Purchases.

The way the program works is simple. We work with the CDCs or lenders and provide them loan terms for the first mortgage using Morgan Stanley's balance sheet rather than the local bank's balance sheet. That means the local lender can offer terms including 25 year fixed for life 504 first mortgage. The first mortgage is funded off Morgan Stanley's balance sheet and the local lender earns premium income. Banks win by gaining deposits and earning premium. CDCs win by increasing their 504 volume.

We give you tools to help you increase your 504 volume by allowing more lenders to participate in the 504 program by connecting the retail lenders to the wholesale lending market through Morgan Stanley. This enables lenders to increase their lending capacity, increase their credit box, and widen their choices of rates and terms offered to borrowers. The net effect is to increase lenders’ access to capital to expand financing options to small businesses.

You can use the secondary market (Morgan Stanley) to help win deals by offering borrowers a truly fixed rate. Morgan Stanley offers a 25 year fixed for life rate on the first mortgage and the CDC offers a 20 year fixed for life rate on the second mortgage.


Booth 3



Hays Affinity

Barry Peters
President of DC Office
1025 Thomas Jefferson Street, N.W.
Suite 425W
Washington, DC 20007
202-263-4012
bpeters@hayscompanies.com
www.hayscompanies.com
Hays Companies is one of the fastest growing risk management, insurance and employee benefits consultancy firms in the country. Our philosophy of delivering the highest-quality, customer-focused service has driven over 20 years of exponential organic growth. Today the company is comprised of 700+ experienced professionals in more than 35 locations throughout the United States.


Booth 4


Vox Optima

Rachel O'Sullivan
Director, Western Region
6565 Americas Parkway NE
Albuquerque, NM 87110
760-310-4146
rachel.osullivan@voxoptima.com
www.voxoptima.com
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


Company

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Company Description Coming Soon!



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Booths 6-10


Booth 6


Company

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Company Description Coming Soon!


Booth 7


Business Credit Reports, Inc.

Debbie Golbach
Vice President of Business Development
1645 Nashville Pike
Gallatin, TN 37066
615-989-7005
debbie@businesscreditreports.com
www.businesscreditreports.com
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, DUNS# and OFAC information. 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
President
145 SW 54th Terrace
Cape Coral, FL 33914
210-478-1055
mekropp504@aol.com
www.powersteeringunlimited.com
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


CDC Ventures
CDC Small Business Finance Corporation


Miriam Voigt
Director of Sales & Support
2448 Historic Decatur Road
Suite 200
San Diego, CA 92106
619-243-8619
mvoigt@cdcloans.com
www.cdcloans.com/ventures
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 10


Wells Fargo

Christopher Urban
Vice President, Centralized Servicing Agent, SBA 504 Loan Program
9062 Old Annapolis Road
Columbia, MD 21045
410-884-2339
Christopher.j.urban@wellsfargo.com
www.wellsfargo.com
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

Kevin Power
Vice President of Operations
1670 Corporate Circle
Suite 200
Petaluma, CA 94954
415-763-4214
kpower@csina.com
www.csina.com
CSI is a nationwide site inspection company. Providing CDCs the field force they need to conduct annual site visits, delinquency site visits and construction progress reporting. 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 open, or conducting annual due diligence, we are here to help you manage your risk.


Booth 12


BMI Productivity Solutions

Boyd Mortensen
President
475 North 300 West
Suite 5
Kaysville, UT 84037
801-546-7462
boydm@bmisw.com
www.bmisw.com
As an industry leader in process enhancement, BMI focuses on speeding up processes, reducing redundant tasks, increasing visibility and ensuring 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.


Booth 13


Anchor Commercial Services

Julie Middleton
President
6060 Sunrise Vista Drive
Suite 2160
Citrus Heights, CA 95630
800-359-1924
julie@anchorcommercial.com
www.anchorcommercial.com
Anchor Commercial Services has provided software services to the SBA industry since 1988. Currently, we haves over 240 active organizations (CDCs, Banks, Service Providers and Attorneys) using Loan Management System (LMS). Our CDC lenders represent approximately 80% the CDC industry. LMS is designed to complete SBA application and closing documents, standardized and customized credit memo, robust financial analysis, custom Word & Excel Documentation, user defined task lists and ticklers, servicing functions and management reporting - all within one system. LMS may be used for all SBA loan programs as well as other commercial loan types. This spring an upgraded payment tracking system was released for lenders that have their own funds to lend.


Booth 14


Mercantile Capital Corporation

Shannon D. Marks
President & COO
60 North Court Avenue
Suite 300
60 North Court Avenue
407-786-5040
shannon.marks@mercantilecc.com
www.504experts.com
Mercantile Capital Corporation was founded in 2003 to do one thing: help small business owners achieve their dream of purchasing their owner-occupied commercial real estate. Mercantile believes the SBA 504 loan program is the best and smartest way to fund these projects. They’re so convinced that SBA 504 loans are the smart choice for most small business owners that they made the SBA 504 loan their specialty and work hard to provide the best service to their small business clients. Through 3/31/16 Mercantile has closed 625 loans worth over $1.7 billion in 40 of the 50 states (plus Puerto Rico and D.C.) and they’ve become an industry-leading construction administration specialist as well. Mercantile is a wholly-owned subsidiary of IBERIABANK.


Booth 15


Liberty SBF

Alexander Cohen
CEO
1500 JFK Boulevard
Suite 250
Philadelphia, PA 19102
610-816-0200
aprombaum@libertysbf.com
www.libertysbf.com
Liberty SBF is a commercial property direct lender specializing in SBA 504 and Bridge-to-SBA loans on hotels, multi-use, and single-use properties.



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Booths 16-20


Booth 16


Company

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Company Description Coming Soon!


Booth 17


Company

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Company Description Coming Soon!


Booth 18


Company

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Company Description Coming Soon!


Booth 19


5:00 Films & Media

Esteban Escobar
CEO & Executive Producer
8945 Guilford Road
Suite 130
Columbia, MD 21046
301-560-1463
esteban@500films.com
www.500films.com
Founded in 2004 as a boutique video production company, 5:00 Films & Media has grown into a full-service video marketing agency that partners with mission-based organizations to help them connect their mission with their audience. They have delivered hundreds of successful projects across five continents and 40 US States, winning more than 60 awards along the way, including the 2011 “Best of Show” film selection at the International Davey Awards.


Booth 20


Zions Bank

Howard Anderson
SVP, National Sales Manager
7730 Union Park Avenue
Suite 250
Midvale, UT 84047
801-844-8282
howard.anderson@zionsbank.com
www.zionsbank.com
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.



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