2014 Little Rock Liquidation and Servicing Workshop Agenda

October 20-21, 2014
Little Rock Marriott
Little Rock, AR

Monday, October 20

7:30 am - 5:00 pm Registration Open
Little Rock Marriott Salon A Foyer
8:00 am - 9:00 am Breakfast
Little Rock Marriott Salon A Foyer
9:00 am - 9:15 am

Welcome Remarks

Salon A
Introductions & Remarks:
Rhonda Pointon, VP Regulatory Affairs, Training & Support
National Association Development Companies
9:15 am - 10:45 am

Best Practices for Liquidation & Servicing Procedures

Salon A
Speakers:
Sarah Hawkins, Deputy Center Director
U.S. Small Business Administration
Shirley Walls, Supervisory Loan Specialist for Servicing
U.S. Small Business Administration
Karen Musick, Loan Specialist – 504
U.S. Small Business Administration
John D. Evans, Executive Vice President, Credit Administrator
Mountain West Small Business Finance
Sandy Mortan, First Vice President
New Jersey Business Finance
Moderator:
Rhonda Pointon, Vice President of Regulatory Affairs, Training & Support
National Association of Development Companies
10:45 am - 11:00 am Break
11:00 am - 12:00 pm

Central Servicing Agent Forum

Salon A
Speakers:
Khezir Ahmed, Central Servicing Agent, Customer Service Lead
Wells Fargo Corporate Trust Services
Ariane Pereira, Central Servicing Agent, Servicing Lead
Wells Fargo Corporate Trust Services
Sandy Mortan, First Vice President
New Jersey Business Finance
Moderator:
Catherine Riddle, Chief Financial Officer
CDC Small Business Finance
12:00 pm - 1:15 pm Lunch on your own
Please see dining option information for the hotel.
1:15 pm - 2:15 pm

Liquidation & Servicing: Post Debenture Servicing & SOP Highlights

Salon A
Speakers:
Karen Musick, Loan Specialist – 504
U.S. Small Business Administration
Shirley Walls, Supervisory Loan Specialist – Servicing
U.S. Small Business Administration
Sandy Mortan, First Vice President
New Jersey Business Finance
Moderator:
John D. Evans, Executive Vice President, Credit Administrator
Mountain West Small Business Finance
2:15 pm - 2:30 pm Break
2:30 pm - 3:30 pm

Liquidation: Protective Bids, REO Management & Offers in Compromise

Salon A
Speakers:
Gail Schulte, Loan Specialist – 504
U.S. Small Business Administration
Randy Griffin, President
CSRA Business Lending
Moderator:
John D. Evans, Executive Vice President, Credit Administrator
Mountain West Small Business Finance
2:30 pm - 3:30 pm

Servicing Update: SOP 50 55, Chapter 6 & Chapter 8 Overview

Salon B
Speakers:
Shirley Walls, Supervisory Loan Specialist for Servicing
U.S. Small Business Administration
Catherine Riddle, Chief Financial Officer
CDC Small Business Finance
Moderator:
Sandy Mortan, First Vice President
New Jersey Business Finance
3:30 pm - 3:45 pm Break
3:45 pm - 4:45 pm

Liquidation: Protective Bids, REO Management & Offers in Compromise

Salon A
Speakers:
Gail Schulte, Loan Specialist – 504
U.S. Small Business Administration
Randy Griffin, President
CSRA Business Lending
Moderator:
John D. Evans, Executive Vice President, Credit Administrator
Mountain West Small Business Finance
3:45 pm - 4:45 pm

Servicing Update: SOP 50 55, Chapter 6 & Chapter 8 Overview

Salon B
Speakers:
Shirley Walls, Supervisory Loan Specialist for Servicing
U.S. Small Business Administration
Catherine Riddle, Chief Financial Officer
CDC Small Business Finance
Moderator:
Sandy Mortan, First Vice President
New Jersey Business Finance
6:00 pm - 8:00 pm

504 Industry Welcome Reception

Hosted by: Six Bridges Capital Corporation and Arkansas Capital Corporation Group
200 River Market Avenue
Suite 400
Little Rock, AR 72201

Tuesday, October 21

7:30 am - 1:00 pm Registration Open
Little Rock Marriott Salon A Foyer
7:30 am - 8:30 am Breakfast
Little Rock Marriott Salon A Foyer
8:30 am - 8:45 am

Welcome Remarks

Salon A
Introductions & Remarks:
Barbara Vohryzek, President & CEO
National Association Development Companies
8:45 am - 10:00 am

SBA Servicing Center Roundtable and Q & A Session

Salon A
Speakers:
Sarah Hawkins, Deputy Center Director
U.S. Small Business Administration
Shirley Walls, Supervisory Loan Specialist for Servicing
U.S. Small Business Administration
Khezir Ahmed, Central Servicing Agent, Customer Service Lead
Wells Fargo Corporate Trust Services
Ariane Pereira, Central Servicing Agent, Servicing Lead
Wells Fargo Corporate Trust Services
Sandy Mortan, First Vice President
New Jersey Business Finance
Barbara Vohryzek, President & CEO
National Association Development Companies
Moderator:
John D. Evans, Executive Vice President, Credit Administrator
Mountain West Small Business Finance
10:15 am Buses Depart for SBA Servicing Center
Little Rock Marriott Main Entrance
10:30 am - 12:30 pm

Tour of the SBA Little Rock Commercial Loan Service Center

TBD
12:40 pm Buses Depart the Tour Event
SBA Little Rock Commercial Loan Service Center Main Entrance
12:50 pm Buses Return to Hotel
Little Rock Marriott Main Entrance