2017 NADCO Annual Meeting

October 17-20, 2017
San Antonio Marriott Rivercenter
101 Bowie Street
San Antonio, TX 78205

DRAFT AGENDA


Please CLICK HERE for a hotel map.


Do you need help deciding on which sessions to attend?
Are your curious about what our Breakout Session Tracks mean?
Would you like to know more about what will be covered in each session?

Then visit our About the Event page to find out more information!


Monday, October 16
7:30 am – 5:00 pm Registration Open
Registration Desk 2
8:30 am – 5:00 pm NADCO 2017 Fall 504 Closing Course
Ballroom Salon M
7:30 am – 8:30 am Breakfast in the room
10:00 am – 10:15 am Morning Break
12:00 pm – 1:15 pm Lunch on your own
2:45 pm – 3:00 pm Afternoon Break
1:30 pm – 5:00 pm Please Click Here for NADCO Board of Directors Meeting Information
Ballroom Salons J-L

Tuesday, October 17
7:30 am – 7:00 pm Registration Open
Registration Desk 2
8:30 am – 5:00 pm NADCO 2017 Fall 504 Closing Course
Ballroom Salon M
7:30 am – 8:30 am Breakfast in the room
10:00 am – 10:15 am Morning Break
12:00 pm – 1:15 pm Lunch on your own
2:45 pm – 3:00 pm Afternoon Break
8:00 am – 5:00 pm Please Click Here for NADCO Board of Directors Meeting Information
Ballroom Salons J-L
8:00 am – 1:00 pm Freeman Deco Builds Exhibitor Space
Ballroom Salons G-I
1:00 pm – 5:00 pm Exhibitors Can Begin Set Up
Ballroom Salons G-I
5:30 pm – 7:30 pm Exhibitors Open
Ballroom Salons G-I
5:30 pm – 7:30 pm Welcome Reception
Ballroom Salons G-I
(Open to all Conference Attendees)

Wednesday, October

18
8:00 am – 4:00 pm Registration Open
Registration Desk 2
8:00 am – 4:00 pm Exhibitors Open
Ballroom Salons G-I
8:00 am – 9:00 am NADCO Marketplace & Networking Breakfast
Exhibit Hall - Ballroom Salons G-I
9:00 am – 9:10 am
Welcome Remarks
Ballroom Salons E-F
Speakers:
Mary Mansfield, President & CEO
Bay Colony Development Corp.
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
9:10 am – 9:30 am
General Meeting of the Members
Ballroom Salons E-F
Speakers:
Mary Mansfield, President & CEO
Bay Colony Development Corp.
Patrick MacKrell, President & CEO
Empire State CDC, The 504 Company
Patti Kibbe, President & CEO
Evergreen Business Capital
John Evans, President
Mountain West Small Business Finance
9:30 am – 10:30 am
General Session I - Regulatory and Policy Updates
Ballroom Salons E-F
Speakers:
William M. Manger, Jr., Associate Administrator, Office of Capital Access
U.S. Small Business Administration
Steve Kucharski, Director, Office of Performance Systems Management
U.S. Small Business Administration
Dianna Seaborn, Director, Office of Financial Assistance
U.S. Small Business Administration
Susan Streich, Acting Director, Office of Credit Risk Management
U.S. Small Business Administration
Hien Nguyen, Center Director, Sacramento Loan Processing Center
U.S. Small Business Administration
Moderator:
Rhonda Pointon, Vice President Regulatory Affairs & Training
National Association of Development Companies
10:30 am – 11:00 am NADCO Marketplace & Networking Break
Exhibit Hall - Ballroom Salons G-I
11:00 am – 12:00 pm

Breakout Session I – 504 Policy and OCRM Roundtable

**CDC Board/Executive/Management Track**
Ballroom Salons A-B
Speakers:
Susan Streich, Acting Director, Office of Credit Risk Management
U.S. Small Business Administration
Paul Kirwin, Supervisory Financial Analyst, Office of Credit Risk Management
U.S. Small Business Administration
Linda Reilly, Chief, 504 Program Branch, Office of Financial Assistance
U.S. Small Business Administration

Breakout Session II – 504 Lending: Third Party Lender Perspective

**BDO/Loan Officer/Marketing/Third Party Lender Track**
Ballroom Salons C-D
Speakers:
Matt Hunt, Chief Credit Officer
AVANA Capital, LLC
Ken Rosenthal, Senior Advisor – Lending, Education, Training
CDC Capital Markets – CDC Small Business Finance
Chad Witcher, SVP
Zions National Real Estate
Moderator:
Howard Anderson, SVP, National Sales Manager
Zions Bank
Breakout Session III – Generating Reports for Managing 504 Loan Portfolios
**Servicing/Processing/Support Track**
Ballroom Salons J-K
Speakers:
Julie Middleton, Director of Administration & Client Management
CDC Ventures
Miriam Voigt, Director of Sales & Support
CDC Ventures
Moderator:
Catherine Riddle, Chief Financial and Technology Officer
CDC Small Business Finance Corporation
12:00 pm – 12:15 pm Break
12:15 pm – 1:30 pm

Keynote and Awards Luncheon

Ballroom Salons E-F
Keynote Address
Introductions:
Mary Mansfield, President & CEO
Bay Colony Development Corp.
Keynote Speaker:
Linda McMahon, Administrator
U.S. Small Business Administration
Diamond Awards Presentation
Presenter:
Mary Mansfield, President & CEO
Bay Colony Development Corp.
1:30 pm – 2:00 pm NADCO Marketplace & Networking Break
Exhibit Hall - Ballroom Salons G-I
2:00 pm – 3:00 pm

Breakout Session IV – Developing & Maintaining Strong Internal Controls

**CDC Board/Executive/Management Track**
Ballroom Salons A-B
Speakers:
Annie Lant-Smith, VP & Chief Credit Officer
Evergreen Business Capital
Lisa Preston, President
The Preston Group, LLC
Moderator:
Matt Davis, President
Southland EDC

Breakout Session V – Elevate Your Knowledge of Environmentals

**BDO/Loan Officer/Marketing/Third Party Lender Track**
Ballroom Salons C-D
Speakers:
Kelle Acock, District Counsel
U.S. Small Business Administration
Stephen Reynolds, National Technical Director & Client Manager
Fulcrum Resources, Inc.
Evan Shaw, Vice President & Credit Department Manager
Business Finance Group Inc.
Moderator:
Derek Ezovski, President
Outsourced Risk Management Solutions
Breakout Session VI – Portfolio Management: Sleeping When the Wind Blows
**Servicing/Processing/Support Track**
Ballroom Salons J-K
Speakers:
Mary Kropp-Benton, President
Power Steering Unlimited, Inc.
Kim Legere, Vice President – Portfolio Manager
Bay Colony Development Corp.
Moderator:
John Evans, President
Mountain West Small Business Finance
3:00 pm – 4:00 pm

Regional Caucuses – Regions I and II

Ballroom Salons A-B

Regional Caucuses – Regions III and IV

Ballroom Salons C-D

Regional Caucuses – Regions V and VI

Ballroom Salons E-F

Regional Caucuses – Regions VII and VIII

Ballroom Salons J-K

Regional Caucuses – Regions IX and X

Ballroom Salon L
5:30 pm Buses will start to take people to the ranch
6:00 pm – 8:30 pm The "Lassos and Spurs" Annual Meeting Dinner

Knibbe Ranch

10006 Spring Branch Road
Spring Branch, TX 78070
6:30 pm Buses will be stationed to return people to the hotel

Thursday, October 19
8:00 am – 4:15 pm Registration Open
Registration Desk 2
8:00 am – 4:15 pm Exhibitors Open
Ballroom Salons G-I
8:00 am – 9:00 am NADCO Marketplace & Networking Breakfast
Exhibit Hall - Ballroom Salons G-I
8:00 am – 9:00 am
Community Advantage Breakfast Roundtable

Ballroom Salon L
9:00 am – 10:00 am
General Session II - Central Servicing Agent and Funding: Updates, Innovations and e504 Modernization
Ballroom Salons E-F
Speakers:
Karen Cady, Director, Agency CMBS Trading
Credit Suisse
Robert Hopkins, Associate
Morgan, Lewis & Bockius, LLP
Glenn McKeever, Vice President
Bank of New York Mellon
Rich Sigg, Managing Director
Bank of America Merrill Lynch
Frank Keane, President
Eagle Compliance, LLC
Steve Kucharski, Director, Office of Performance Systems Management
U.S. Small Business Administration
Sheri McConville, Information Technology Specialist, Office of Performance Systems Management
U.S. Small Business Administration
Moderator:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
10:00 am – 10:30 am NADCO Marketplace & Networking Break
Exhibit Hall - Ballroom Salons G-I
10:30 am – 11:30 am

Breakout Session VII – Economic Development Activities & Measuring Impact

**CDC Board/Executive/Management Track**
Ballroom Salons A-B
Speakers:
Jack Brummel, Chairman of the Board
Evergreen Business Capital
Patti Kibbe, President & CEO
Evergreen Business Capital
David Main, President
HCDC, Inc.
Moderator:
Scott Davis, CEO
Mountain West Small Business Finance

Breakout Session VIII – Goal-Based Marketing: Using the Information at Your Disposal

**BDO/Loan Officer/Marketing/Third Party Lender Track**
Ballroom Salons C-D
Speakers:
Heather McNelis, Director of Marketing & Communications
National Association of Development Companies
Lance Walter, Vice President of Strategic Communications
Wisconsin Business Development Finance Corp.
Breakout Session IX – The All New CSA CDC Online
**Servicing/Processing/Support Track**
Ballroom Salons J-K
Speakers:
Peter Janson, CSA Team
Central Servicing Agent
Sheri McConville, Information Technology Specialist, Office of Performance Systems Management
U.S. Small Business Administration
Eric Stolzenburg, CSA Team
Central Servicing Agent
Moderator:
Sandy Mortan, Vice President
New England Certified Development Corporation
11:30 am – 11:45 am Break
11:45 am – 1:00 pm

Keynote and Awards Luncheon

Ballroom Salons E-F
Keynote Address
Introductions:
Mary Mansfield, President & CEO
Bay Colony Development Corp.
Invited Keynote Speaker:
Boyan Kalusevic, Founder
Dorćol Distilling Company
Top Lender Diamond Awards Presentation
Presenter:
Mary Mansfield, President & CEO
Bay Colony Development Corp.
1:00 pm – 1:45 pm NADCO Marketplace & Networking Break
Exhibit Hall - Ballroom Salons G-I
1:45 pm – 2:45 pm
General Session III – Congressional Updates
Ballroom Salons E-F
Speakers:
Renée Bender, Professional Staff
Chairman Jim Risch
U.S. Senate Committee on Small Business & Entrepreneurship
Justin Pelletier, Policy Director
Chairman Steve Chabot
House Committee on Small Business
Kevin Wheeler, Deputy Staff Director
Ranking Member Jeanne Shaheen
U.S. Senate Committee on Small Business and Entrepreneurship
Robert Yavor, Professional Staff Member
Chairman Steve Chabot
House Committee on Small Business
Matt Davis, President
Southland EDC
Moderator:
Claire O’Rourke, Vice President, Government Relations
National Association of Development Companies
2:45 pm – 3:15 pm NADCO Marketplace & Networking Break
Exhibit Hall - Ballroom Salons G-I
3:15 pm – 4:15 pm
General Session IV – What’s New with the SOP and Franchise
Ballroom Salons E-F
Speakers:
William Manger, Associate Administrator, Office of Financial Assistance
U.S. Small Business Administration
Stephen J. Olear, Chief Franchise Counsel
U.S. Small Business Administration
Linda Reilly, Chief, 504 Program Branch, Office of Financial Assistance
U.S. Small Business Administration
Moderator:
Rhonda Pointon, SVP Regulatory Affairs & Training
National Association of Development Companies
5:30 pm – 7:00 pm The "Wild Frontier" PAC Fundraiser

The Alamo Mission

300 Alamo Plaza
San Antonio, TX 78205

Friday, October 20
8:00 am – 3:00 pm Registration Open
Registration Desk 2
8:00 am – 11:30 am Exhibitors Open
Ballroom Salons G-I
8:00 am – 9:00 am NADCO Marketplace & Networking Breakfast
Exhibit Hall - Ballroom Salons G-I
8:00 am – 9:00 am
Board of Directors Breakfast Meeting with the Newly Elected Board Members - Closed Session
Ballroom Salons J-K
Board Members Only
9:00 am – 9:15 am
Announcement of the New NADCO Board of Directors and Officers
Ballroom Salons E-F
Speakers:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
Chairman of the Board
National Association of Development Companies
9:15 am – 10:15 am
General Session V – Surprising Ways CDCs Can Do More with Federal Home Loan Banks
Ballroom Salons E-F
Speakers:
Greg Hettrick, Director of Community Investment
Federal Home Loan Banks
Tim C. Pierce, Executive Director
Caprock Business Finance Corp.
10:15 am – 10:30 am NADCO Marketplace & Networking Break
Exhibit Hall - Ballroom Salons G-I
10:30 am – 11:30 am
General Session VI – SLPC and 504 Program Office Updates
Ballroom Salons E-F
Speakers:
Hien Nguyen, Center Director, Sacramento Loan Processing Center
U.S. Small Business Administration
Linda Reilly, Chief, 504 Program Branch, Office of Financial Assistance
U.S. Small Business Administration
Moderator:
Barbara A. Vohryzek, President & CEO
National Association of Development Companies
11:30 am – 12:30 pm Lunch on Your Own
12:30 pm - 3:00 pm

**Add-on Session** - Everything You Ever Wanted to Know About 504 Eligibility

 Ballroom Salons J-L
Instructors:
Mike Vanchiere, Senior Vice-President
Mountain West Small Business Finance
Wayne Williams, Senior Vice President and Loan Officer
Business Finance Group Inc.

***PLEASE NOTE*** Any course materials and information will be distributed during the course or sent via e-mail once the course is completed.