Exhibitor List

Booths 1-3

Booths 4-6

Booths 7-9

Booths 1-3

Booth 1

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 2

Anchor Commercial Services

Julie Middleton
6060 Sunrise Vista Drive
Suite 2160
Citrus Heights, CA 95630
Anchor Commercial Services is the leading software provider to the CDC industry, representing approximately 80% of the industry. In addition to CDCs LMS is used by banks, packagers and attorneys that participate in any of the SBA loan programs as well as other lending programs. Stop by our booth for more information on how we might be able to assist you.

Booth 3

Wells Fargo

Christopher Urban
Vice President, Centralized Servicing Agent, SBA 504 Loan Program
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 4-6

Booth 4

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 5

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 6

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

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Booths 7-9

Booth 7

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 8

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 9


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