2015 NADCO Spring Summit

May 10-13, 2015
Renaissance Arlington Capital View
2800 South Potomac Avenue
Arlington, VA 22202

Sunday, May 10
12:00 pm – 5:00 pm	Registration Open Grand Ballroom Foyer
12:00 pm – 5:00 pm	Exhibitors Set-Up Available Grand Ballroom Foyer
5:30 pm – 7:30 pm	Welcome Reception Grand Ballroom Foyer (Open to all Conference Attendees)

Monday, May 11
7:30 am – 5:00 pm	Registration Open Grand Ballroom Foyer
8:00 am – 5:00 pm	Exhibitors Open Grand Ballroom Foyer
8:00 am – 9:00 am	Breakfast Grand Ballroom Foyer
9:00 am – 9:15 am	Welcome Remarks Grand Ballroom – Salons 1-4 Sally Robertson, President Business Finance Group Inc. Barbara A. Vohryzek, President & CEO National Association of Development Companies
9:15 am – 10:30 am	General Session I - Regulatory and Policy Practices: The Updates You Need to Know Grand Ballroom – Salons 1-4 *Speakers:* Ann Marie Mehlum, Associate Administrator U.S. Small Business Administration Linda Rusche, Director, Office of Financial Assistance U.S. Small Business Administration Marty Andrews, Deputy Director, Office of Financial Program Operations 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
10:30 am – 10:45 am	Break
10:45 am – 11:45 am	Breakout Session I – Lessons Learned from the Loan Processing Symposium Studio B *Speakers:* Zola Finch, Director of Finance Programs RMI Inc. Mikel Bowman, VP Asset Manager Utah CDC *Moderator:* Randy Griffin, President CSRA Business Lending
	Breakout Session II – Executive Compensation and the Compensation & Benefits Survey Studio D *Speakers:* Steve Suite, Chief Administration Officer Mountain West Small Business Finance Greg Manns, Senior Vice President Industry Insights, Inc. *Moderator:* Denise Ripley, Director Regulatory Affairs National Association of Development Companies
	Breakout Session III – The Insurance Breakdown: D&O and E&O Delineated Studio E *Speakers:* Barry Peters, President Hays Insurance Henry Cifuentes, Vice President Hays Insurance John Evans, Executive Vice President and Credit Administrator Mountain West Small Business Finance *Moderator:* Rhonda Pointon, Vice President Regulatory Affairs National Association of Development Companies
	Breakout Session IV – Central Servicing Agent: Program Updates Studio F *Speakers:* Ingrid Ripley, Performance Management Analyst U.S. Small Business Administration Kimberly Davidson, Funding & Prepayments Manager Wells Fargo Corporate Trust Services Peter Janson, Operations Manager Wells Fargo Corporate Trust Services *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 Grand Ballroom – Salons 1-4 Innovation in Economic Development Award *Presenters:* Sally Robertson, President Business Finance Group Inc. Keynote Address *Introductions:* Sally Robertson, President Business Finance Group Inc. *Keynote Speaker:* Maria Contreras-Sweet, Administrator U.S. Small Business Administration
1:15 pm – 1:30 pm	Break
1:30 pm – 2:30 pm	Breakout Session V – Best Practices for Portfolio Management & SMART Reviews Studio B *Speakers:* Hollis Carter, Principal Hollis Carter, LLC Lisa Preston, President The Preston Group *Moderator:* John Evans, Executive Vice President and Credit Administrator Mountain West Small Business Finance
	Breakout Session VI – Community Advantage using the In-house Model Studio D *Speakers:* Catherine Riddle, Chief Financial and Technology Officer CDC Small Business Finance *Moderator:* Barbara A. Vohryzek, President & CEO National Association of Development Companies
	Breakout Session VII – SBA 504 Marketing: What You Need to Know about 1st Mortgages and the Secondary Market Studio E *Speakers:* Howard Anderson, SVP, National Sales Manager Zions Bank Matt Hunt, Chief Credit Officer Avana Capital Ken Rosenthal, Senior Advisor - Lending, Education, Training CDC Capital Markets - CDC Small Business Finance *Moderator:* David Frank, President SomerCor 504, Inc.
	Breakout Session VIII – Streamlining the Environmentals for SBA Review Studio F *Speakers:* Derek Ezovski, President Outsourced Risk Management Solutions Stephen Reynolds, Senior Account Executive EBI Consulting *Moderator:* Mary Mansfield, Executive Vice President Bay Colony Development Corp
2:30 pm – 2:45 pm	Break
2:45 pm – 3:45 pm	General Session II – Community Advantage and Economic Development Models for Success Grand Ballroom – Salons 1-4 *Speakers:* Grady Hedgespeth, Director, Office of Economic Opportunity U.S. Small Business Administration Jamie Davenport, Chief, Community Advantage Division, Office of Economic Opportunity U.S. Small Business Administration *Moderator:* Barbara A. Vohryzek, President & CEO National Association of Development Companies
3:45 pm – 4:45 pm	General Session III - Congress and the 504 Program: How to Communicate with Your Legislators Grand Ballroom – Salons 1-4 *Speakers:* Rachel O'Sullivan, Director, Western Region Vox Optima Debbie Partin, Director, REI Business Lending Rural Enterprises of Oklahoma, Inc. Patti Kibbe, President & CEO Evergreen Business Capital *Moderator:* Claire O'Rourke, Vice President Government Relations National Association of Development Companies
5:00 pm – 6:30 pm	NADCO Community Advantage Networking Reception Grand Ballroom Foyer

Tuesday, May 12
7:30 am – 5:00 pm	Registration Open Grand Ballroom Foyer
8:00 am – 5:00 pm	Exhibitors Open Grand Ballroom Foyer
8:00 am – 9:00 am	Breakfast Grand Ballroom Foyer
9:00 am – 11:00 am	Capitol Hill Visits Capitol Hill *(Visit your Senate and House Members)*
9:00 am – 10:15 am	General Session IV – Navigating Eligibility and Franchise Grand Ballroom – Salons 1-4 *Speakers:* Linda Rusche, Director, Office of Financial Assistance U.S. Small Business Administration Linda Reilly, Chief 504 Program Branch, Office of Financial Assistance U.S. Small Business Administration Mary Mansfield, Executive Vice President Bay Colony Development Corp Michael Owen, Chief Credit Officer and Director of Sales CDC Small Business Finance Corporation *Moderator:* Rhonda Pointon, Vice President Regulatory Affairs National Association of Development Companies
10:15 am – 10:30 am	Break
10:30 am – 11:30 am	Breakout Session IX – Lessons Learned from the Loan Processing Symposium Studio B *Speakers:* Zola Finch, Director of Finance Programs RMI Inc. Mikel Bowman, VP Asset Manager Utah CDC *Moderator:* Randy Griffin, President CSRA Business Lending
	Breakout Session X – Community Advantage using the Intermediary Model Studio D *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 XI – The Insurance Breakdown: D&O and E&O Delineated Studio E *Speakers:* Barry Peters, President Hays Insurance Henry Cifuentes, Vice President Hays Insurance John Evans, Executive Vice President and Credit Administrator Mountain West Small Business Finance *Moderator:* Rhonda Pointon, Vice President Regulatory Affairs National Association of Development Companies
	Breakout Session XII – Additional Finance Programs to Fulfill the Economic Development Mission Studio F *Speakers:* David Main, President HCDC, Inc. Cecily Miller, Program Director Caprock Business Finance Corp. *Moderator:* Dan Schneider, President & CEO Wisconsin Business Development Corp
11:30 am – 11:45 am	Break
11:45 am – 1:00 pm	Keynote and Awards Luncheon Grand Ballroom – Salons 1-4 Keynote Address *Introductions:* Barbara A. Vohryzek, President & CEO National Association of Development Companies *Keynote Speaker:* Vice Admiral Walter E. “Ted” Carter, Jr., Superintendent U.S. Naval Academy Partnership Award *Presenters:* Barbara A. Vohryzek, President & CEO National Association of Development Companies
1:00 pm – 1:15 pm	Break
1:15 pm – 2:15 pm	Breakout Session XIII – Best Practices for Portfolio Management & SMART Reviews Studio B *Speakers:* Hollis Carter, Principal Hollis Carter, LLC Mary Kropp, President Power Steering Unlimited, Inc. *Moderator:* John Evans, Executive Vice President and Credit Administrator Mountain West Small Business Finance
	Breakout Session XIV – Pitching 504 to Accountants and CRE Brokers Studio D *Speakers:* Hector DaCosta, Senior Vice President The 504 Company Sherwood Robbins, Managing Director Seedcopa *Moderator:* Sasha Globa, Senior Executive Vice President & Co-Managing Director California Statewide CDC
	Breakout Session XV – Executive Compensation and the Compensation & Benefits Survey Studio E *Speakers:* Steve Suite, Chief Administration Officer Mountain West Small Business Finance Greg Manns, Senior Vice President Industry Insights, Inc. *Moderator:* Denise Ripley, Director Regulatory Affairs National Association of Development Companies
	Breakout Session XVI – Community Advantage Lenders Forum Studio F *Moderator:* Sally Robertson, President Business Finance Group Inc.
2:15 pm – 3:15 pm	General Session V – Governance Concerns: How Does Your Organization Stack Up? Grand Ballroom – Salons 1-4 *Speakers:* Linda Rusche, Director, Office of Financial Assistance U.S. Small Business Administration Linda Reilly, Chief 504 Program Branch, Office of Financial Assistance U.S. Small Business Administration Paul Kirwin, Supervisory Financial Analyst, Office of Credit Risk Management U.S. Small Business Administration Sally Robertson, President Business Finance Group Inc. Randy Griffin, President CSRA Business Lending *Moderator:* Rhonda Pointon, Vice President Regulatory Affairs National Association of Development Companies
3:15 pm – 3:30 pm	Break
3:30 pm – 5:00 pm	General Session VI – SMART Review Process and Potential Loss: What Else Do You Need to Know? Grand Ballroom – Salons 1-4 *Speakers:* Brent Ciurlino, Director, Office of Risk Management U.S. Small Business Administration Paul Kirwin, Supervisory Financial Analyst, Office of Credit Risk Management U.S. Small Business Administration *Moderator:* Barbara A. Vohryzek, President & CEO National Association of Development Companies
5:00 pm	Buses Depart the Hotel for the PAC Reception
5:30 pm – 7:00 pm	PAC Reception Sonoma Restaurant & Wine Bar 223 Pennsylvania Avenue, S.E. Washington, DC 20003 *In honor of:* Representative Steve Chabot (R-OH) U.S. House Committee on Small Business Minimum personal donation to attend CLICK HERE for more information on Representative Chabot's event and for general PAC information and instructions.
7:15 pm	Buses Depart the PAC Reception for the Hotel

Wednesday, May 13
8:00 am – 12:00 pm	Registration Open Grand Ballroom Foyer
8:30 am – 11:00 am	Exhibitors Tear Down Grand Ballroom Foyer
7:15 am	Buses Depart the Congressional Breakfast
8:00 am – 10:00 am	Congressional Breakfast Breakfast will be served from 8:00am - 8:45am Remarks will begin promptly at 9:00am Capitol Visitors Center, Room SVC-201 First Street, N.E. Washington, DC 20515 *Please note that all visitors will need to have a government issued ID in order to enter the building* *Introductions:* Debbie Partin, Director, REI Business Lending Rural Enterprises of Oklahoma, Inc. *Keynote Speaker:* Senator Jeanne Shaheen (D-NH), Ranking Member Senate Committee on Small Business and Entrepreneurship *Panelists:* Barry Pineles, Chief Counsel House Committee on Small Business Corey E. Cooke, Counsel House Committee on Small Business Kevin Wheeler, Deputy Staff Director Senate Committee on Small Business and Entrepreneurship Meredith West, Senior Professional Staff for the Majority Senate Committee on Small Business and Entrepreneurship
10:30 am – 4:00 pm	Capitol Hill Visits Capitol Hill *(Visit your Senate and House Members)*

2015 NADCO Spring Summit

Sunday, May 10

Welcome Reception

(Open to all Conference Attendees)

Monday, May 11

Welcome Remarks

Sally Robertson, President Business Finance Group Inc. Barbara A. Vohryzek, President & CEO National Association of Development Companies

General Session I - Regulatory and Policy Practices: The Updates You Need to Know

Barbara A. Vohryzek, President & CEO National Association of Development Companies

Breakout Session I – Lessons Learned from the Loan Processing Symposium

Zola Finch, Director of Finance Programs RMI Inc. Mikel Bowman, VP Asset Manager Utah CDC

Randy Griffin, President CSRA Business Lending

Breakout Session II – Executive Compensation and the Compensation & Benefits Survey

Steve Suite, Chief Administration Officer Mountain West Small Business Finance Greg Manns, Senior Vice President Industry Insights, Inc.

Denise Ripley, Director Regulatory Affairs National Association of Development Companies

Breakout Session III – The Insurance Breakdown: D&O and E&O Delineated

Barry Peters, President Hays Insurance

Henry Cifuentes, Vice President Hays Insurance John Evans, Executive Vice President and Credit Administrator Mountain West Small Business Finance

Rhonda Pointon, Vice President Regulatory Affairs National Association of Development Companies

Breakout Session IV – Central Servicing Agent: Program Updates

Ingrid Ripley, Performance Management Analyst U.S. Small Business Administration Kimberly Davidson, Funding & Prepayments Manager Wells Fargo Corporate Trust Services Peter Janson, Operations Manager Wells Fargo Corporate Trust Services

Catherine Riddle, Chief Financial and Technology Officer CDC Small Business Finance Corporation

Keynote and Awards Luncheon

Innovation in Economic Development Award

Sally Robertson, President Business Finance Group Inc.

Keynote Address

Sally Robertson, President Business Finance Group Inc.

Maria Contreras-Sweet, Administrator U.S. Small Business Administration

Breakout Session V – Best Practices for Portfolio Management & SMART Reviews

Hollis Carter, Principal Hollis Carter, LLC Lisa Preston, President The Preston Group

John Evans, Executive Vice President and Credit Administrator Mountain West Small Business Finance

Breakout Session VI – Community Advantage using the In-house Model

Catherine Riddle, Chief Financial and Technology Officer CDC Small Business Finance

Barbara A. Vohryzek, President & CEO National Association of Development Companies

Breakout Session VII – SBA 504 Marketing: What You Need to Know about 1st Mortgages and the Secondary Market

Howard Anderson, SVP, National Sales Manager Zions Bank Matt Hunt, Chief Credit Officer Avana Capital Ken Rosenthal, Senior Advisor - Lending, Education, Training CDC Capital Markets - CDC Small Business Finance

David Frank, President SomerCor 504, Inc.

Breakout Session VIII – Streamlining the Environmentals for SBA Review

Derek Ezovski, President Outsourced Risk Management Solutions Stephen Reynolds, Senior Account Executive EBI Consulting

Mary Mansfield, Executive Vice President Bay Colony Development Corp

General Session II – Community Advantage and Economic Development Models for Success

Grady Hedgespeth, Director, Office of Economic Opportunity U.S. Small Business Administration Jamie Davenport, Chief, Community Advantage Division, Office of Economic Opportunity U.S. Small Business Administration

Barbara A. Vohryzek, President & CEO National Association of Development Companies

General Session III - Congress and the 504 Program: How to Communicate with Your Legislators

Rachel O'Sullivan, Director, Western Region Vox Optima Debbie Partin, Director, REI Business Lending Rural Enterprises of Oklahoma, Inc. Patti Kibbe, President & CEO Evergreen Business Capital

Claire O'Rourke, Vice President Government Relations National Association of Development Companies

NADCO Community Advantage Networking Reception

Tuesday, May 12

Capitol Hill Visits

General Session IV – Navigating Eligibility and Franchise

Rhonda Pointon, Vice President Regulatory Affairs National Association of Development Companies

Breakout Session IX – Lessons Learned from the Loan Processing Symposium

Zola Finch, Director of Finance Programs RMI Inc. Mikel Bowman, VP Asset Manager Utah CDC

Randy Griffin, President CSRA Business Lending

Breakout Session X – Community Advantage using the Intermediary Model

Patti Kibbe, President & CEO Evergreen Business Capital Gary Molenda, President Business Development Finance Corporation

Barbara A. Vohryzek, President & CEO National Association of Development Companies

Breakout Session XI – The Insurance Breakdown: D&O and E&O Delineated

Barry Peters, President Hays Insurance

Henry Cifuentes, Vice President Hays Insurance John Evans, Executive Vice President and Credit Administrator Mountain West Small Business Finance

Rhonda Pointon, Vice President Regulatory Affairs National Association of Development Companies

Breakout Session XII – Additional Finance Programs to Fulfill the Economic Development Mission

David Main, President HCDC, Inc. Cecily Miller, Program Director Caprock Business Finance Corp.

Dan Schneider, President & CEO Wisconsin Business Development Corp

Keynote and Awards Luncheon

Keynote Address

Barbara A. Vohryzek, President & CEO National Association of Development Companies

Vice Admiral Walter E. “Ted” Carter, Jr., Superintendent U.S. Naval Academy

Partnership Award

Barbara A. Vohryzek, President & CEO National Association of Development Companies

Breakout Session XIII – Best Practices for Portfolio Management & SMART Reviews

Hollis Carter, Principal Hollis Carter, LLC Mary Kropp, President Power Steering Unlimited, Inc.

John Evans, Executive Vice President and Credit Administrator Mountain West Small Business Finance

Breakout Session XIV – Pitching 504 to Accountants and CRE Brokers

Hector DaCosta, Senior Vice President The 504 Company Sherwood Robbins, Managing Director Seedcopa

Sasha Globa, Senior Executive Vice President & Co-Managing Director California Statewide CDC

Breakout Session XV – Executive Compensation and the Compensation & Benefits Survey

Steve Suite, Chief Administration Officer Mountain West Small Business Finance Greg Manns, Senior Vice President Industry Insights, Inc.

Denise Ripley, Director Regulatory Affairs National Association of Development Companies

Breakout Session XVI – Community Advantage Lenders Forum

Sally Robertson, President
Business Finance Group Inc.
Barbara A. Vohryzek, President & CEO
National Association of Development Companies

Barbara A. Vohryzek, President & CEO
National Association of Development Companies

Zola Finch, Director of Finance Programs
RMI Inc.
Mikel Bowman, VP Asset Manager
Utah CDC

Randy Griffin, President
CSRA Business Lending

Steve Suite, Chief Administration Officer
Mountain West Small Business Finance
Greg Manns, Senior Vice President
Industry Insights, Inc.

Denise Ripley, Director Regulatory Affairs
National Association of Development Companies

Barry Peters, President
Hays Insurance

Henry Cifuentes, Vice President
Hays Insurance
John Evans, Executive Vice President and Credit Administrator
Mountain West Small Business Finance

Rhonda Pointon, Vice President Regulatory Affairs
National Association of Development Companies

Ingrid Ripley, Performance Management Analyst
U.S. Small Business Administration
Kimberly Davidson, Funding & Prepayments Manager
Wells Fargo Corporate Trust Services
Peter Janson, Operations Manager
Wells Fargo Corporate Trust Services

Catherine Riddle, Chief Financial and Technology Officer
CDC Small Business Finance Corporation

Sally Robertson, President
Business Finance Group Inc.

Sally Robertson, President
Business Finance Group Inc.

Maria Contreras-Sweet, Administrator
U.S. Small Business Administration

Hollis Carter, Principal
Hollis Carter, LLC
Lisa Preston, President
The Preston Group

John Evans, Executive Vice President and Credit Administrator
Mountain West Small Business Finance

Catherine Riddle, Chief Financial and Technology Officer
CDC Small Business Finance

Barbara A. Vohryzek, President & CEO
National Association of Development Companies

Howard Anderson, SVP, National Sales Manager
Zions Bank
Matt Hunt, Chief Credit Officer
Avana Capital
Ken Rosenthal, Senior Advisor - Lending, Education, Training
CDC Capital Markets - CDC Small Business Finance

David Frank, President
SomerCor 504, Inc.

Derek Ezovski, President
Outsourced Risk Management Solutions
Stephen Reynolds, Senior Account Executive
EBI Consulting

Mary Mansfield, Executive Vice President
Bay Colony Development Corp

Grady Hedgespeth, Director, Office of Economic Opportunity
U.S. Small Business Administration
Jamie Davenport, Chief, Community Advantage Division, Office of Economic Opportunity
U.S. Small Business Administration

Barbara A. Vohryzek, President & CEO
National Association of Development Companies

Rachel O'Sullivan, Director, Western Region
Vox Optima
Debbie Partin, Director, REI Business Lending
Rural Enterprises of Oklahoma, Inc.
Patti Kibbe, President & CEO
Evergreen Business Capital

Claire O'Rourke, Vice President Government Relations
National Association of Development Companies

Rhonda Pointon, Vice President Regulatory Affairs
National Association of Development Companies

Zola Finch, Director of Finance Programs
RMI Inc.
Mikel Bowman, VP Asset Manager
Utah CDC

Randy Griffin, President
CSRA Business Lending

Patti Kibbe, President & CEO
Evergreen Business Capital
Gary Molenda, President
Business Development Finance Corporation

Barbara A. Vohryzek, President & CEO
National Association of Development Companies

Barry Peters, President
Hays Insurance

Henry Cifuentes, Vice President
Hays Insurance
John Evans, Executive Vice President and Credit Administrator
Mountain West Small Business Finance

Rhonda Pointon, Vice President Regulatory Affairs
National Association of Development Companies

David Main, President
HCDC, Inc.
Cecily Miller, Program Director
Caprock Business Finance Corp.

Dan Schneider, President & CEO
Wisconsin Business Development Corp

Barbara A. Vohryzek, President & CEO
National Association of Development Companies

Vice Admiral Walter E. “Ted” Carter, Jr., Superintendent
U.S. Naval Academy

Barbara A. Vohryzek, President & CEO
National Association of Development Companies

Hollis Carter, Principal
Hollis Carter, LLC
Mary Kropp, President
Power Steering Unlimited, Inc.

John Evans, Executive Vice President and Credit Administrator
Mountain West Small Business Finance

Hector DaCosta, Senior Vice President
The 504 Company
Sherwood Robbins, Managing Director
Seedcopa

Sasha Globa, Senior Executive Vice President & Co-Managing Director
California Statewide CDC

Steve Suite, Chief Administration Officer
Mountain West Small Business Finance
Greg Manns, Senior Vice President
Industry Insights, Inc.

Denise Ripley, Director Regulatory Affairs
National Association of Development Companies

Sally Robertson, President
Business Finance Group Inc.

Rhonda Pointon, Vice President Regulatory Affairs
National Association of Development Companies

Brent Ciurlino, Director, Office of Risk Management
U.S. Small Business Administration
Paul Kirwin, Supervisory Financial Analyst, Office of Credit Risk Management
U.S. Small Business Administration

Barbara A. Vohryzek, President & CEO
National Association of Development Companies

Sonoma Restaurant & Wine Bar
223 Pennsylvania Avenue, S.E.
Washington, DC 20003

Representative Steve Chabot (R-OH)
U.S. House Committee on Small Business

Please note that all visitors will need to have a government issued ID in order to enter the building

Debbie Partin, Director, REI Business Lending
Rural Enterprises of Oklahoma, Inc.

Senator Jeanne Shaheen (D-NH), Ranking Member
Senate Committee on Small Business and Entrepreneurship

Barry Pineles, Chief Counsel
House Committee on Small Business
Corey E. Cooke, Counsel
House Committee on Small Business

Kevin Wheeler, Deputy Staff Director
Senate Committee on Small Business and Entrepreneurship

Meredith West, Senior Professional Staff for the Majority
Senate Committee on Small Business and Entrepreneurship