Current Exhibitors

Booth One - Available

This booth is reserved for Spring Summit Package sponsors.

Booth Two - Available

This booth is reserved for Spring Summit Package sponsors.

Booth Three - Available

Booth Four - Sold!

CDC Capital Markets
CDC Small Business Finance Corporation

Ken Rosenthal
Sr Advisor - Lending, Education, Training
2448 Historic Dacatur Road
Suite 200
San Diego, CA 92106

CDC Capital Markets, a Division of CDC Small Business Finance, provides SBA 504 1st mortgage wholesale solutions in all 50 states. We work with banks, non-bank lenders, brokers, credit unions, and CDC's to increase SBA 504 volume. We market, package, underwrite, fund and service Morgan Stanley's SBA 504 1st mortgage loans via Direct Table Funding and Loan Purchases. Lenders win by gaining deposits and earning premium. CDCs win by increasing 504 volume.

Booth Five - Sold!

Thomas USAF Group
Thomas Kimsey
President & CEO
3060 Peachtree Road, N.W.
Suite 1855
Atlanta, GA 30305

Thomas USAF Group (TUSAF) wholesale group consists of experienced CPA’s, bankers, loan underwriters and analysts that feed direct working relationships with lenders for the past 30 years, making a name for itself by being the most experienced in USDA B&I and CF loans, SBA 504 1st mortgages and SBA 7(a) loans.

Booth Six - Sold!

ORMS: Outsourced Risk Management Solutions LLC
Derek Ezovski
7 South Main Street
Suite 209
West Hartford, CT 06107

For years Outsourced Risk Management Solutions (ORMS) has worked closely with SBA lenders and CDCs to help provide an in-house environmental due diligence solutions and SBA Compliant Records Search with Risk Assessments (RSRA). ORMS specifically helps CDCs review and package environmental submissions thereby increasing the approval rate for our clients. ORMS reduces the time spent by your staff of the review and submission of environmental reports to the SBA, all while increasing the number of loans you can close successfully. We specialize in doing “Section G’s” for complicated environmental projects.

Booth Seven - Available

This booth is reserved for Spring Summit Package sponsors.

Booth Eight - Sold!

Power Steering Unlimited, Inc.

Cherry Blossom Sponsor

Mary Kropp-Benton
145 SW 54th Terrace
Cape Coral, FL 33914

Power Steering Unlimited, Inc., charting CDCs’ courses for success since 2004, is a federally certified, small, woman-owned business (part of CCR and SAM), specializing in CDC operations, audit/loan review, SBA/commercial lending, loan management systems, & management/process/logistics/policy consulting. Having contracted with over 100 CDCs nationwide, CEO, Mary Kropp, is a respected expert with a reputation for knowledge, honesty, efficiency and trust, while providing services at excellent rates and a 12-year record of 100% client retention. We have performed Independent Loan Review Services for nearly 8 dozen CDCs since mid 2012, having developed an SBA-accepted format and efficient process for this task, with significant value added that only a former banker/CDC director could provide. Power Steering is your one stop for CDC Independent Loan Review, Process review, Strategic planning, Policy creation, and Operational efficiency.

Booth Nine - Sold!

CDC Ventures
CDC Small Business Finance Corporation

Embassy Sponsor

Miriam Voigt
Director of Sales & Support
2448 Historic Dacatur Road
Suite 200
San Diego, CA 92106

CDC Ventures makes lending easier and smarter with its premiere software system, Ventures+. Ventures+ is known for being the first to bring the efficiency of cloud-based lending software to the Certified Development Company (CDC) industry. The software system gives small business lenders a much more powerful and cost-effective way to manage and grow their portfolio. With an integrated SBA ETRAN platform, loan processing is now easier and faster. Outstanding customer support combined with intuitive data entry, easy navigation and dynamic reporting are why Ventures+ is a superior resource in the industry. With the product integration feature, Ventures+ enables numerous software systems to work together as seamlessly as possible. CDC Ventures is committed to innovation so Ventures+ is continuously evolving to always provide a solution to manage the many changes faced by small business lenders.

Booth Ten - Sold!

Central Servicing Agent

Alliance Partner

Brian Gagnon
Director, Central Servicing Agent
1800 Tysons Boulevard
McLean, VA 22102

Booth Eleven - Sold!

Zions Bank

Embassy Sponsor

Kristine England
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 $8 million on all SBA eligible property types.

Booth Twelve - Available

This booth is reserved for Spring Summit Package sponsors.

Booth Thirteen - Sold!

Fulcrum Resources Environmental
Stephen Reynolds
National Technical Director and Client Manager
517 South Ivy Avenue
Monrovia, CA 91016

Fulcrum Resources Environmental operates under the parent company Fulcrum Resources, Inc. and is a full-service, nationwide environmental and engineering company. With its team of professionals, Fulcrum specializes in environmental, remediation, engineering, hygiene, and energy due-diligence.

Booth Fourteen - Available

Booth Fifteen - Available

Booth Sixteen - Available

Booth Seventeen - Available

Booth Eighteen - Available

Booth Nineteen - Available

Booth Twenty - Sold!

Partner Engineering and Science, Inc.
AJ Nosek
National Client Manager
2154 Torrance Boulevard
Suite 200
Torrance, CA 90501

Partner Engineering and Science, Inc. (Partner) is a full-service environmental and engineering consulting firm completing projects nationwide. We specialize in evaluating properties in connection with real estate transactions, financing, development or management.