2017 NADCO Spring Summit Draft Agenda

May 7-10, 2017
Renaissance Arlington Capital View
2800 South Potomac Avenue
Arlington, VA 22202

Please CLICK HERE for a Map of the Hotel Meeting Rooms.

Sunday, May 7
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 8
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 Mary Mansfield, President & CEO Bay Colony Development Corp. Barbara A. Vohryzek, President & CEO National Association of Development Companies
9:15 am – 10:30 am	General Session I - Regulatory and Policy Updates Grand Ballroom – Salons 1-4 *Speakers:* William M. Manger, Jr., Associate Administrator, Office of Capital Access U.S. Small Business Administration Dianna Seaborn, Director, Office of Financial Assistance U.S. Small Business Administration Susan Streich, Director, Office of Financial Program Operations U.S. Small Business Administration Manny Hidalgo, Director, Office of Economic Opportunity U.S. Small Business Administration *Moderator:* Rhonda Pointon, Vice President Regulatory Affairs & Training National Association of Development Companies
10:30 am – 10:45 am	Break
10:45 am – 11:45 am	Breakout Session I – Developing CDC Strategies for Other Economic Development Activities CDC Board/Executive/Management Track Studio B *Speakers:* Mark Diliberto, Senior Vice President EDC Business & Community Partners David Main, President HCDC, Inc. *Moderator:* Sasha Globa, President California Statewide CDC
	Breakout Session II – Using Social Media in Your Communications Strategy BDO/Loan Officer/Marketing/Third Party Lender Track Studio D *Speakers:* China Califf, Marketing and Communications Director Colorado Lending Source Lon Cohen, Director of Marketing Liberty SBF *Moderator:* Heather McNelis, Director of Marketing & Communications National Association of Development Companies
	Breakout Session III – Technical Defaults, Servicing and Closing Best Practices Servicing/Processing/Support Track Studio E *Speakers:* John Evans, President Mountain West Small Business Finance Miriam Voigt, Ventures Director of Sales & Support CDC Small Business Finance Corporation *Moderator:* Rhonda Pointon, Vice President Regulatory Affairs & Training National Association of Development Companies
11:45 am – 12:00 pm	Break
12:00 pm – 1:15 pm	Keynote and Awards Luncheon Grand Ballroom – Salons 1-4 Keynote Address *Introductions:* Mary Mansfield, President & CEO Bay Colony Development Corp. *Keynote Speaker:* Linda McMahon, Administrator U.S. Small Business Administration Presentation of the Manufacturing Diamond Awards *Presenters:* Mary Mansfield, President & CEO Bay Colony Development Corp.
1:15 pm – 1:30 pm	Break
1:30 pm – 2:30 pm	Breakout Session IV – 2017 NADCO Compensation Survey Overview CDC Board/Executive/Management Track Studio B *Speakers:* Greg Manns, Senior Vice President Industry Insights, Inc. Steve Suite, Chief Administration Officer Mountain West Small Business Finance *Moderator:* Denise Ripley, Director Regulatory Affairs National Association of Development Companies
	Breakout Session V – Outside the Box Eligibility Case Studies BDO/Loan Officer/Marketing/Third Party Lender Track Studio D *Speakers:* Patty Griffin-Globa, Senior Loan Officer California Statewide CDC Annie Lant-Smith, VP & Chief Credit Officer Evergreen Business Capital *Moderator:* Wayne Williams, Senior Vice President and Loan Officer Business Finance Group Inc.
	Breakout Session VI – Risk Rating Models for your 504 Loan Portfolio Servicing/Processing/Support Track Studio E *Speakers:* Patrick MacKrell, President & CEO Empire State CDC, The 504 Company Catherine Riddle, Chief Financial and Technology Officer CDC Small Business Finance Corporation *Moderator:* Matt Davis, President Southland EDC
2:30 pm – 2:45 pm	Break
2:45 pm – 3:45 pm	General Session II – Fiscal Agent and CSA Updates and e504 Modernization Grand Ballroom – Salons 1-4 *Speakers:* Frank Keane, President Eagle Compliance, LLC Steve Kucharski, Director, Office of Performance Systems Management U.S. Small Business Administration Sandy Mortan, First Vice President New England Certified Development Corporation John Wade, Chief, Secondary Market Division U.S. Small Business Administration *Moderator:* Catherine Riddle, Chief Financial and Technology Officer CDC Small Business Finance Corporation
3:45 pm – 5:00 pm	General Session III - OCRM Matters Grand Ballroom – Salons 1-4 *Speakers:* Linda Rusche, 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 *Moderator:* Barbara A. Vohryzek, President & CEO National Association of Development Companies

Tuesday, May 9
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
8:00 am – 9:00 am	Community Advantage Roundtable and Breakfast Studio A
9:00 am – 5:00 pm	Capitol Hill Visits Capitol Hill *(Visit your Senate and House Members)*
9:00 am – 10:15 am	General Session IV – 504 Hot Topics Grand Ballroom – Salons 1-4 *Speakers:* Dianna Seaborn, 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 Dennis Stytz, Deputy Center Director, Sacramento Loan Processing Center 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 – 11:30 am	Breakout Session VII – Establishing Processes and Metrics for Evaluating CEO Performance CDC Board/Executive/Management Track Studio B *Speakers:* Patti Kibbe, President & CEO Evergreen Business Capital Barbara A. Vohryzek, President & CEO National Association of Development Companies
	Breakout Session VIII – Community Advantage: Funding Mechanisms and Other Hot Topics BDO/Loan Officer/Marketing/Third Party Lender Track Studio D *Speakers:* Mark Cousineau, President Community Investment Corporation Mike Ohlman, President & CEO Brightbridge, Inc. *Moderator:* Scott Davis, CEO Mountain West Small Business Finance
	Breakout Session IX – The ABCs of Underwriting Riskier 504 Projects Servicing/Processing/Support Track Studio D *Speakers:* Randy Griffin, President CSRA Business Lending Babak Hosseini, Finance and Loan Specialist, Office of Financial Assistance U.S. Small Business Administration Evan Shaw, Vice President & Credit Department Manager Business Finance Group Inc. *Moderator:* Mary Mansfield, President & CEO Bay Colony 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:* Wayne Williams, Senior Vice President and Loan Officer Business Finance Group Inc. *Keynote Speaker:* Bill Butcher, Founder Port City Brewing Presentation of the Community Advantage and Job Creation Diamond Awards *Presenters:* Mary Mansfield, President & CEO Bay Colony Development Corp.
1:00 pm – 1:45 pm	Break
1:45 pm – 3:00 pm	General Session V – Congressional Updates Grand Ballroom – Salons 1-4 *Speakers:* Matt Davis, President Southland EDC Claire O’Rourke, Vice President, Government Relations National Association of Development Companies
3:00 pm – 3:15 pm	Break
3:15 pm – 4:30 pm	General Session VI – All Things Franchise Grand Ballroom – Salons 1-4 *Speakers:* Dianna Seaborn, 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 Babak Hosseini, Finance and Loan Specialist, Office of Financial Assistance U.S. Small Business Administration Dennis Stytz, Deputy Center Director, Sacramento Loan Processing Center U.S. Small Business Administration *Moderator:* Rhonda Pointon, Vice President Regulatory Affairs & Training National Association of Development Companies

Wednesday, May 10
8:30 am – 11:00 am	Exhibitors Tear Down Grand Ballroom Foyer
7:30 am	Buses Depart the Congressional Breakfast
8:30 am – 10:00 am	Congressional Breakfast Breakfast will be served from 8:30am - 9:00am Remarks will begin promptly at 9:00am Capitol Visitors Center, Room 203-02 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:* Matt Davis, President Southland EDC *Invited Keynote Speaker:* Ranking Member Jeanne Shaheen Committee on Small Business and Entrepreneurship U.S. Senate *Congressional Staff Panel Discussion:* Renée Bender, Professional Staff Chairman Jim Risch U.S. Senate Committee on Small Business & Entrepreneurship Justin Pelletier, Policy Director Ranking Member Nydia Velázquez House Small Business Committee 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
10:00 am – 5:00 pm	Capitol Hill Visits Capitol Hill *(Visit your Senate and House Members)*

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