2015 Loan Processing Symposium

March 12-13, 2015
DoubleTree by Hilton
2001 Point West Way
Sacramento, CA 95815
DRAFT AGENDA

Thursday, March 12

7:30 am - 5:00 pm Registration Open
California Ballroom Foyer
8:00 am - 5:00 pm Exhibits Open
California Ballroom Foyer
8:00 am - 9:00 am Breakfast and Networking
California Ballroom Foyer
9:00 am - 9:30 am

Welcome Remarks

California Ballroom
Introductions & Remarks:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
9:30 am - 10:30 am

Credit Memorandum: Business & Management Analysis

California Ballroom
Speakers:
Steve Dusek, President & CEO
Dakota Certified Development Corporation
Nancy Reinhart, Executive Vice President & CAO
New York Business Development Corporation
Jean Moody, Senior Loan Officer
Business Expansion Funding Corporation
Moderator:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
10:30 am - 10:45 am Break
10:45 am - 12:00 pm

Balance Sheet Analysis

California Ballroom
Speakers:
John Evans, Executive Vice President, Credit Administrator
Mountain West Small Business Finance
Dan Schneider, Executive Vice President
Wisconsin Business Development Finance Corp.
Moderator:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
12:00 pm - 1:30 pm Lunch on your own
Please see dining option information for the hotel.
1:30 pm - 3:00 pm

Cash Flow Analysis

California Ballroom
Speakers:
John Evans, Executive Vice President, Credit Administrator
Mountain West Small Business Finance
Dan Schneider, Executive Vice President
Wisconsin Business Development Finance Corp.
Moderator:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
3:00 pm - 3:15 pm Break
3:15 pm - 4:45 pm

Projections

California Ballroom
Speakers:
Randy Griffin, President
CSRA Business Lending
Sasha Globa, Senior Executive Vice President, Co-Managing Director
California Statewide CDC
Moderator:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies

Friday, March 13

7:30 am - 12:30 pm Registration Open
California Ballroom Foyer
7:30 am - 12:30 pm Exhibits Open
California Ballroom Foyer
7:30 am - 8:30 am Breakfast and Networking
California Ballroom Foyer
8:30 am - 9:30 am

Eligibility

California Ballroom
Speakers:
TBD
National Association of Development Companies
Moderator:
Rhonda Pointon, VP Regulatory Affairs, Training & Support
National Association of Development Companies
9:30 am - 10:30 am

Franchise

California Ballroom
Speakers:
TBD
National Association of Development Companies
Moderator:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
10:30 am - 10:45 am Break
10:45 am - 12:00 pm

Round Table Discussion & Conclusion

California Ballroom
Speakers:
Randy Griffin, President
CSRA Business Lending
Debbie Partin, Director, REI Business Lending
Rural Enterprises of Oklahoma, Inc.
Moderator:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies