2015 NADCO Annual Meeting

November 10-13, 2015
The Roosevelt Hotel
130 Roosevelt Way
New Orleans, LA 70112
DRAFT AGENDA

Please CLICK HERE for a hotel map.

Tuesday, November 10
8:00 am – 5:00 pm	Registration Open Roosevelt Ballroom Foyer
9:00 am – 5:00 pm	Please Click Here for NADCO Board of Directors Meeting Information Waldorf Astoria Ballroom
12:00 pm – 5:00 pm	Exhibitors Set-Up Available Crescent City Ballroom
5:00 pm – 7:30 pm	Exhibitors Open Crescent City Ballroom
4:30 pm – 5:30 pm	Hilco Pre-Welcome Reception Cocktail Party Conti/Lafitte Room (Open to all Conference Attendees)
5:30 pm – 7:30 pm	Welcome Reception Crescent City Ballroom (Open to all Conference Attendees)

Wednesday, November 11
8:00 am – 5:00 pm	Registration Open Roosevelt Ballroom Foyer
8:00 am – 4:30 pm	Exhibitors Open Crescent City Ballroom
8:00 am – 9:00 am	Breakfast Crescent City Ballroom
9:00 am – 9:10 am	Welcome Remarks Roosevelt Ballroom Speakers: Barbara A. Vohryzek, President & CEO National Association of Development Companies Sally Robertson, President Business Finance Group Inc.
9:10 am – 9:30 am	General Meeting of the Members Roosevelt Ballroom Speakers: Sally Robertson, President Business Finance Group Inc. Mary Mansfield, Executive Vice President Bay Colony Development Corp. Patrick MacKrell, President & CEO Empire State CDC, The 504 Company Randy Griffin, President CSRA Business Lending Barbara A. Vohryzek, President & CEO National Association of Development Companies
9:30 am – 10:45 am	General Session I - Regulatory and Policy Updates Roosevelt Ballroom Speakers: Ann Marie Mehlum, Associate Administrator U.S. Small Business Administration John Miller, Deputy Associate Administrator U.S. Small Business Administration Linda Rusche, Director, Office of Risk Management U.S. Small Business Administration Linda Reilly, Chief 504 Program Branch, Office of Financial Assistance U.S. Small Business Administration Moderator: Rhonda Pointon, Vice President Regulatory Affairs National Association of Development Companies
10:45 am – 11:00 am	Break
11:00 am – 12:00 pm	Breakout Session I – Improve Your CDC's Outreach Strategy to Community Banks Waldorf Astoria Ballroom Speakers: Howard Anderson, SVP, National Sales Manager Zions Bank Ken Rosenthal, Senior Advisor – Lending, Education, Training CDC Capital Markets, CDC Small Business Finance
	Breakout Session II – Underwriting Special Use Properties Conti/Lafitte Room Speakers: Matt Hunt, Chief Credit Officer AVANA Capital, LLC Daniel Mangum, VP and Loan Officer Mountain West Small Business Finance Michael Owen, Chief Credit Officer and Director of Sales CDC Small Business Finance Corporation Moderator: C. Michael Vanchiere, Senior Vice President and Loan Officer Mountain West Small Business Finance
	Breakout Session III – Community Advantage Using the In-house Model Chamber Rooms 1 & 3 Speakers: Catherine Riddle, Chief Financial and Technology Officer CDC Small Business Finance Corporation Moderator: Barbara A. Vohryzek, President & CEO National Association of Development Companies
	Breakout Session IV – Hands-On Media Training Chamber Rooms 2 & 4 Speakers: Rachel O’Sullivan, Director, Western Region Vox Optima Gary Potterfield, Director of Operations Vox Optima Moderator: Heather McNelis, Director of Marketing & Communications National Association of Development Companies
12:00 pm – 12:15 pm	Break
12:15 pm – 1:30 pm	Keynote and Awards Luncheon Roosevelt Ballroom Keynote Address Introductions: Sally Robertson, President Business Finance Group Inc. Keynote Speaker: Maria Contreras-Sweet, Administrator U.S. Small Business Administration Top Lender Awards Presentation Presenter: Sally Robertson, President Business Finance Group Inc.
1:30 pm – 1:45 pm	Break
1:45 pm – 2:45 pm	Breakout Session V – The Path to Becoming a 4-Star CDC Waldorf Astoria Ballroom Speakers: Sasha Globa, Senior Executive Vice President & Co-Managing Director California Statewide CDC Sherwood Robbins, Managing Director Seedcopa Jean Wojtowicz, Executive Director Indiana Statewide CDC Moderator: Steve Dusek, President & CEO Dakota Certified Development Corporation
	Breakout Session VI – Avoiding Primary OCRM Findings Conti/Laffite Room Speakers: John Evans, Executive Vice President and Credit Administrator Mountain West Small Business Finance David Frank, President SomerCor 504, Inc. Wayne Smith, COO & President North Texas Certified Development Corporation Moderator: Lisa Preston, President The Preston Group, LLC
	Breakout Session VII – Positioning your CDC in a Competitive Market Chamber Rooms 1 & 3 Speakers: Thomas Braasch, Executive Director Capital CDC Mike O’Donnell, Executive Director Colorado Lending Source John Reichard, Director of Finance Programs SEDACOG Local Development Corp. Moderator: Ken Rosenthal, Senior Advisor – Lending, Education, Training CDC Capital Markets, CDC Small Business Finance
	Breakout Session VIII – What is the PAC and Why is it Important? Chamber Rooms 2 & 4 Speakers: Matt Davis, President Southland EDC Patti Kibbe, President & CEO Evergreen Business Capital Moderator: Claire O’Rourke, Vice President Government Relations National Association of Development Companies
2:45 pm – 3:00 pm	Break
3:00 pm – 4:30 pm	General Session II – Other Economic Development Activities Unlocked Roosevelt Ballroom Speakers: Jamie Davenport, Chief, Community Advantage Division, Office of Economic Opportunity U.S. Small Business Administration Charlie Cleary, Director Self-Help Ventures Fund Debbie Partin, Director, REI Business Lending Rural Enterprises of Oklahoma, Inc. Moderator: Mary Mansfield, Executive Vice President Bay Colony Development Corp.
5:00 pm – 7:00 pm	PAC Fundraiser Mardi Gras World 1380 Port of New Orleans Pl New Orleans, LA 70130 Shuttles will run between the hotel and venue beginning at 5pm

Thursday, November 12
8:00 am – 5:00 pm	Registration Open Roosevelt Ballroom Foyer
8:00 am – 5:00 pm	Exhibitors Open Crescent City Ballroom
8:00 am – 9:00 am	Breakfast Crescent City Ballroom
9:00 am – 10:30 am	General Session III – Navigating the SBA Centers Roosevelt Ballroom Speakers: John Miller, Deputy Associate Administrator U.S. Small Business Administration Joel Stiner, Director Commercial Loan Service Center – Fresno U.S. Small Business Administration Moderator: Zola Finch, Director of Finance Programs RMI, Inc.
10:30 am – 10:45 am	Break
10:45 am – 11:45 am	Breakout Session IX – What Do Lenders Want? Waldorf Astoria Ballroom Speakers: Don DiMartini, SBA Director – NYC Market Citibank David A. Jackson, National SBA Director Fifth Third Bank Charles Smith, SBA Specialist Eastern Bank Mark Wills, Board Member CSRA Business Lending Moderator: Mary Mansfield, Executive Vice President Bay Colony Development Corp.
	Breakout Session X – The Path to Becoming a 4-Star CDC Conti/Laffite Room Speakers: Sasha Globa, Senior Executive Vice President & Co-Managing Director California Statewide CDC Sherwood Robbins, Managing Director Seedcopa Jean Wojtowicz, Executive Director Indiana Statewide CDC Moderator: Steve Dusek, President & CEO Dakota Certified Development Corporation
	Breakout Session XI – A Drilldown on Executive Compensation Chamber Rooms 1 & 3 Speakers: Rick Frank, Board of Directors Business Finance Group Inc. Russell Morgan, Board of Directors CSRA Business Lending Moderator: Steve Suite, Chief Administration Officer Mountain West Small Business Finance
	Breakout Session XII – The Lender Portal Explained Chamber Rooms 2 & 4 Speakers: Linda Rusche, Director, Office of Risk Management U.S. Small Business Administration Shareen Kitterman, Program Director Dun & Bradstreet Adrianna Rockford, Analytical Lead Dun & Bradstreet Moderator: Catherine Riddle, Chief Financial and Technology Officer CDC Small Business Finance Corporation
11:45 am – 12:00 pm	Break
12:00 pm – 1:15 pm	Keynote and Awards Luncheon Roosevelt Ballroom Keynote Address Introductions: Barbara A. Vohryzek, President & CEO National Association of Development Companies Keynote Speaker: Tim Williamson, Co-Founder and CEO The Idea Village Awards Presentation Presenters: Barbara A. Vohryzek, President & CEO National Association of Development Companies
1:15 pm – 1:30 pm	Break
1:30 pm – 2:30 pm	Breakout Session XIII – Avoiding Primary OCRM Findings Waldorf Astoria Ballroom Speakers: John Evans, Executive Vice President and Credit Administrator Mountain West Small Business Finance David Frank, President SomerCor 504, Inc. Wayne Smith, COO & President North Texas Certified Development Corporation Moderator: Lisa Preston, President The Preston Group, LLC
	Breakout Session XIV – CDC Board Responsibilities Conti/Laffite Room Speakers: Randy Griffin, President CSRA Business Lending Russell Morgan, Board of Directors CSRA Business Lending Dan Schneider, President & CEO Wisconsin Business Development Finance Corp. Kim Kindschi, Board of Directors Wisconsin Business Development Finance Corp. Moderator: Todd Kobernick, Attorney Law Offices of Todd E. Kobernick
	Breakout Session XV – Community Advantage Using the Intermediary Model Chamber Rooms 1 & 3 Speakers: Patti Kibbe, President & CEO Evergreen Business Capital Gary Molenda, President Business Development Finance Corporation Moderator: Barbara A. Vohryzek, President & CEO National Association of Development Companies
	Breakout Session XVI – Hands-On Media Training Chamber Rooms 2 & 4 Speakers: Rachel O’Sullivan, Director, Western Region Vox Optima Gary Potterfield, Director of Operations Vox Optima Moderator: Heather McNelis, Director of Marketing & Communications National Association of Development Companies
2:30 pm – 2:45 pm	Break
2:45 pm – 4:00 pm	General Session IV – Central Servicing Agent and Funding Updates Roosevelt Ballroom Speakers: John Wade, Acting Director, Office of Financial Assistance U.S. Small Business Administration Frank Keane, President Eagle Compliance, LLC Leland F. Bunch, III, Managing Director Bank of America Merrill Lynch Karen Cady, Director, Agency CMBS Trading Credit Suisse Jeff Johnson, Partner Morgan, Lewis & Bockius, LLP Glenn McKeever, Vice President Bank of New York Mellon Christopher Urban, Vice President, Centralized Servicing Agent Wells Fargo Corporate Trust Services Moderator: Catherine Riddle, Chief Financial and Technology Officer CDC Small Business Finance Corporation
4:00 pm – 4:45 pm	Regional Caucuses – Regions I and II Roosevelt Ballroom
	Regional Caucuses – Regions III and IV Waldorf Astoria Ballroom
	Regional Caucuses – Regions V and VI Conti/Laffite Room
	Regional Caucuses – Regions VII and VIII Chamber Rooms 1 & 3
	Regional Caucuses – Regions IX and X Chamber Rooms 2 & 4
5:15 pm	Buses Begin to Depart the Hotel for the World War II Museum
5:30 pm – 7:30 pm	Annual Meeting Dinner - A Trip in Time World War II Museum - U.S. Freedom Pavilion 945 Magazine Street New Orleans, LA 70130
6:30 pm	Buses will be stationed to Depart the World War II Museum for the Hotel

Friday, November 13
8:00 am – 5:00 pm	Registration Open Roosevelt Ballroom Foyer
8:00 am – 12:00 pm	Exhibitors Open Crescent City Ballroom
8:00 am – 9:00 am	Breakfast Crescent City Ballroom
8:00 am – 8:45 am	Board of Directors Breakfast Meeting with the Newly Elected Board Members - Closed Session Waldorf Astoria Ballroom Board Members Only
8:45 am – 9:00 am	Announcement of the New NADCO Board of Directors and Officers Roosevelt Ballroom Speakers: Barbara A. Vohryzek, President & CEO National Association of Development Companies New Chairman of the Board National Association of Development Companies
9:00 am – 10:15 am	General Session V – OCRM and SMART Reviews Roosevelt Ballroom Speakers: Linda Rusche, Director, Office of Risk Management U.S. Small Business Administration Moderator: Barbara A. Vohryzek, President & CEO National Association of Development Companies
10:15 am – 10:30 am	Break
10:30 am – 11:45 am	General Session VI – Congressional Impressions and Actions: Refi and What’s Next for CDCs and the 504? Roosevelt Ballroom Speakers: Debbie Partin, Director, REI Business Lending Rural Enterprises of Oklahoma, Inc. New Vice Chairman of the Legislative Committee NADCO Board of Directors Heather McNelis, Director of Marketing & Communications National Association of Development Companies Moderator: Claire O’Rourke, Vice President Government Relations National Association of Development Companies
11:45 am – 1:00 pm	Lunch on Your Own
1:00 pm - 4:30 pm	*Special Annual Meeting Add-on Option* Writing the SBA 504 Credit Memorandum: Striving for Excellence Waldorf Astoria Ballroom Instructors: Steve Dusek, President & CEO Dakota Certified Development Corporation Nancy Reinhart, Executive Vice President & CAO New York Business Development Corporation

Attendees Register Here

Exhibitors Register Here

2015 NADCO Annual Meeting

Tuesday, November 10

Hilco Pre-Welcome Reception Cocktail Party

(Open to all Conference Attendees)

Welcome Reception

(Open to all Conference Attendees)

Wednesday, November 11

Welcome Remarks

Speakers:

General Meeting of the Members

Speakers:

General Session I - Regulatory and Policy Updates

Speakers:

Moderator:

Breakout Session I – Improve Your CDC's Outreach Strategy to Community Banks

Speakers:

Breakout Session II – Underwriting Special Use Properties

Speakers:

Moderator:

Breakout Session III – Community Advantage Using the In-house Model

Speakers:

Moderator:

Breakout Session IV – Hands-On Media Training

Speakers:

Moderator:

Keynote and Awards Luncheon

Keynote Address

Introductions:

Keynote Speaker:

Top Lender Awards Presentation

Presenter:

Breakout Session V – The Path to Becoming a 4-Star CDC

Speakers:

Moderator:

Breakout Session VI – Avoiding Primary OCRM Findings

Speakers:

Moderator:

Breakout Session VII – Positioning your CDC in a Competitive Market

Speakers:

Moderator:

Breakout Session VIII – What is the PAC and Why is it Important?

Speakers:

Moderator:

General Session II – Other Economic Development Activities Unlocked

Speakers:

Moderator:

PAC Fundraiser

Mardi Gras World 1380 Port of New Orleans Pl New Orleans, LA 70130

Thursday, November 12

General Session III – Navigating the SBA Centers

Speakers:

Moderator:

Breakout Session IX – What Do Lenders Want?

Speakers:

Moderator:

Breakout Session X – The Path to Becoming a 4-Star CDC

Speakers:

Moderator:

Breakout Session XI – A Drilldown on Executive Compensation

Speakers:

Moderator:

Breakout Session XII – The Lender Portal Explained

Speakers:

Moderator:

Keynote and Awards Luncheon

Keynote Address

Introductions:

Keynote Speaker:

Awards Presentation

Presenters:

Breakout Session XIII – Avoiding Primary OCRM Findings

Speakers:

Moderator:

Breakout Session XIV – CDC Board Responsibilities

Speakers:

Moderator:

Breakout Session XV – Community Advantage Using the Intermediary Model

Speakers:

Moderator:

Breakout Session XVI – Hands-On Media Training

Mardi Gras World
1380 Port of New Orleans Pl
New Orleans, LA 70130

Special Annual Meeting Add-on Option
Writing the SBA 504 Credit Memorandum: Striving for Excellence