Current Exhibitors

Booth 100 – Central Servicing Agent

Alliance Partner

Brian Gagnon
Partner, CSA Team
1800 Tysons Boulevard
McLean, VA 22102

Booth 101 – Unisearch, Inc.

Scott Vogt
Sales Manager
3926 South Falling Star Road
Gold Canyon, AZ 85118

Unisearch, Inc. is a public records research firm specializing in searching, filing and retrieving public documents. We offer an extensive range of Registered Agent, Corporate, and Uniform Commercial Code/Lien Services to the legal, financial and business community in all 50 states and internationally.

Booth 102 - Partner Engineering and Science, Inc.

AJ Nosek
National Client Manager
2154 Torrance Boulevard
Suite 200
Torrance, CA 90501

Partner Engineering and Science, Inc. (Partner) is an International, full-service environmental, engineering, and energy consulting firm. We specialize in evaluating properties in connection with real estate transactions, financing, development or management.

Booth 103 – Newtek Business Solutions

1981 Marcus Avenue
Lake Success, NY 11020

Newtek is a national SBA 7a and 504 direct lender. Learn more about Newtek at or by looking up NASDAQ: NEWT.

Booth 104 – Lincoln Capital Management

James E. Robertson
Chief Executive Officer
16200 Addison Road
Suite 220
Addison, TX 75001

Lincoln Capital Management originates senior and subordinated interim loans for construction and other real estate & equipment transactions on a national basis in connection with the SBA Section 504 program. We minimize your 1st lien lender’s construction risk, legal lending limits, loan concentration challenges and HVCRE issues with our innovative loan structures. Come by our table to find out how we can help you be a solution for your 1st lien lending partners!

Booth 105 – Benchmark Environmental Services, Inc.

William Liniewicz
23540 Beach Grove Road
Antioch, IL 60002

Benchmark Environmental Services works all around the US on "workouts", distressed properties, and also on "new" acquisitions and refi’s for a number of financial institutions. Our Services are mainly performing phase 1 and 2 assessments, RSRA type reports, SBA work, HUD work. underground storage tanks, asbestos, lead paint, and soil / groundwater contamination, MOLD inspections and MOLD remediation.

Booth 200 – Ventures Lending Technologies

Ryman Auditorium Sponsor

Miriam Voigt
Director of Sales & Support
2448 Historic Decatur Road
Suite 200
San Diego, CA 92106

Ventures Lending Technologies offers state-of-the-art solutions in it’s cloud-based premiere product, Ventures+. With our Build Your Experience platform, you customize your system with the modules and integrations you need. Our newest module, Payments+, brings even more ease to loan management allowing you to manage everything in one place. Payments+ helps you process payments, generate investor and 1502 reports and more. From lead tracking to management to underwriting to servicing, Ventures+ is designed to support your success.

Booth 201 – ORMS: Outsourced Risk Management Solutions LLC

Derek Ezovski
7 South Main Street
Suite 209
West Hartford, CT 06107

Outsourced Risk Management Solutions (ORMS) supports SBA lenders and CDCs as an extension of your environmental team using our in-house environmental consultants. This reduces your team’s time spent ordering, reviewing, correcting, and preparing environmental reports for SBA review while increasing the number of loans closed successfully. ORMS’ experienced consultants work out solutions for you on complicated sites, take care of your reviews and checklists, and work with your consultants to get compliant reports. We conduct pre-submittal reviews looking for possible screen-outs and work to correct deficiencies. ORMS also completes the documents needed for disbursements on contaminated sites (Section G) and will guide you through the appeal process for sites with “out-of-the-box” issues. Our consultants have many years of experience providing the same service we are reviewing and have a rapport with other consulting professionals nationally. As such, ORMS allows you to focus on your banking partners, borrowers, and all of the other closing complexities without worrying about the environmental by providing simple, straightforward guidance and assistance. ORMS also performs RSRA reports per the SBA SOP 50 10 5 standard.

Booth 202 – CORPSMART™

Debbie Golbach
Business Development Executive
106 5th Avenue SE
Olympia, WA 98501

CORPSMART™ offers due diligence solutions for lending and legal professionals to satisfy statutory requirements and close transactions with confidence in the United States and abroad. CORPSMART™ offers the full spectrum of due diligence solutions including UCC lien searching, corporate filing and retrieval services, registered agent representation, document recording and publishing, verification services, real property and title research and more.

Booth 203 – Cirrus Secure

David Brooks
29025B Upper Bear Creek Road
Evergreen, CO 80439

Cirrus provides a secure document collection portal to streamline and accelerate the loan process for CDCs and SBA lenders. Our cloud-based software ensures a great borrower experience and consistent documentation, while eliminating document chaos.

Booth 204 – Tax Guard

Noah Moss
Account Executive
1750 14th Street
Boulder, CO 80302

Established in 2009, Tax Guard’s proprietary solution allows lenders and CDC's to obtain Tax Return Transcripts in 4 hours with less than 1% rejection and credit risk solutions throughout their lending relationships. Headquartered in Boulder, CO, Tax Guard’s integrated solutions are designed to strengthen the relationship between CDC's, lenders and borrowers around efficiency and the longevity of quality loans and servicing, based on data obtained directly from the IRS. For more information, visit, email, or call 877-550-6325.

Booth 205 – BMI Productivity Solutions

Boyd Mortensen
475 North 300 West
Suite 5
Kaysville, UT 84037

As an industry leader in process enhancement, BMI focuses on speeding up processes, reducing redundant tasks, increasing visibility and ensuring compliance. With the help of BMI, organizations allocate more time for revenue-generating activities. BMI clients are able to handle an increased workload and distribute more funding to the communities they serve.

Booth 206 – LifeEase Business Insurance Solutions

Ben A. Koplan, CLU, CFP
515 Marin Street
Suite 414
Thousand Oaks, CA 91360

LifeEase Business Insurance Solutions is the preeminent resource for expedited life and disability insurance placement as a requirement for 7(a), 504 and other lender required loans. With its cutting edge technology, LifeEase has removed the need for client exams and paper processing. Now following a brief telephone interview with the applicant, a fully executed policy and collateral assignment are typically completed within days instead of months. Borrowers now also have the option of completing the application online and even on their mobile device.

LifeEase is expert in understanding the enhanced SBA insurance evaluation and documentation requirements within 504 Business Loans that began with SOP “J”. One of the value adds of the LifeEase website is a calculator lenders can use in determining and documenting if there’s a “gap” between the loan amount and the liquidation value of the collateral. And of course LifeEase can quickly deliver the insurance as required.

Working with LifeEase, Lenders and their clients can count on a professional firm that will consistently deliver faster closes, an overall better insurance experience, and the knowledge that a life insurance policy will never hold up the loan close ever again.

Booth 207 – J.R. Bruno & Associates

Alex Liberchuk
EVP, Operations & Strategy
92 Westervelt Place
Suite 102
Passaic, NJ 07055

J.R. Bruno & Associates is a leading nationwide consulting firm to SBA lenders and has served the business lending community since 1994. With more than 200 years of combined commercial lending experience, JRB Team assisted hundreds of SBA lenders in creating and maintaining profitable lending programs. Former NADCO Chairman Richard Jeffrey leads our expanded and enhanced services to the CDC/504 community. JR Bruno offers wide range of customized solutions for portfolio management, loan packaging, and underwriting assistance, to servicing and liquidations, for all government guaranteed lending products.

Booth 208 – Open for Purchase

Booth 209 - Collateral Specialists

Emilie Comaduran
Marketing & Business Development
1670 Corporate Circle
Suite 200
Petaluma, CA 94954

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. We work with many CDC's across the country. Whether you are conducting a pre-funding site visit, delinquency site visit, or conducting annual due diligence, we are here to help you manage your risk.

Booth 210 – Power Steering Unlimited, Inc.

Ryman Auditorium Sponsor

Mary Kropp-Benton
P.O. Box 576
Suttons Bay, MI 49682

Power Steering Unlimited, Inc., charting CDCs’ courses for success since 2004, is a federally certified, small, woman-owned business (part of CCR and SAM), specializing in CDC operations, audit/loan review, SBA/commercial lending, loan management systems, & management/process/logistics/policy consulting. Having contracted with over 100 CDCs nationwide, CEO, Mary Kropp, is a respected expert with a reputation for knowledge, honesty, efficiency and trust, while providing services at excellent rates and a 15-year record of 100% client retention. We have performed Independent Loan Review Services for over 90 CDCs since mid-2012, having developed an SBA-accepted format and efficient process for this task, with significant value added that only a former banker/CDC director could provide. Power Steering is your one stop for CDC Independent Loan Review, Process review, Strategic planning, Policy creation, and Operational efficiency.

Booth 300 – Reserved for A Sponsorship Package

Booth 301 – Reserved for A Sponsorship Package

Booth 400 – Mercantile Capital a division of IBERIABANK

Carolyn Skog
Senior Vice President
315 East Robinson Street
Suite 350
Orlando, FL 32801

Mercantile Capital was founded in 2002 to do one thing: help small business owners achieve their dream of purchasing their owner-occupied commercial real estate. Mercantile made the SBA 504 loan their specialty and works hard to provide the best service to their small business clients. Through 6/30/19 Mercantile has closed 741 SBA 504 loans worth over $2.44 billion in 40 of the 50 states (plus Puerto Rico and D.C.) and they’ve become an industry-leading construction administration specialist as well. Mercantile is a now a division of IBERIABANK and has the full resources of the bank at its disposal.

Booth 401 – Reserved for A Sponsorship Package

Booth 402 – Alliant Americas | Alliant Insurance Services

Ryman Auditorium Sponsor

Barry Peters
Executive Vice President
6550 Rock Spring Drive
Bethesda, MD 20817

Alliant Insurance Services is a National leader in insurance, risk management, and consulting. Since 1925, our clients and partners have had profound confidence in us to deliver in all market climates. Today, this promise lives on through the dynamic confluences of people, ideas, and solutions that have come to define the Alliant name. Alliant is the exclusive administrator for the NADCO Management Liability program.

Booth 403 – Zions Bank

Ryman Auditorium Sponsor

Blake Zumbrunnen
National Sales Manager
7730 Union Park Avenue
Suite 250
Midvale, UT 84047

By providing the best combination of service, premiums, and creativity, Zions Bank is the secondary market pioneer and leader for the direct funding or purchase of SBA 504 first mortgage loans. Zions offers both fixed and variable rates for loan amounts up to $8 million on all SBA eligible property types.

Booth 404 – The Bailey Group

Ryman Auditorium Sponsor

Dan Halos
National Relationship Manager and Regional Vice President
10500 NE 8th Street
Suite 1600
Bellevue, WA 98004

The Bailey Group (TBG) specializes in providing SBA borrowers a highly expedited process to obtain a new life insurance policy with a collateral assignment. TBG has three main programs with the time frame to obtain the life insurance coverage and assignment ranging anywhere from 20 minutes to 7-10 days depending on a person’s health, coverage requirements, etc.

Since 2003, TBG has established itself within the SBA industry as a preferred resource for SBA lenders and business brokers when life insurance is required for their customers. Our home office is based in Tampa, FL and our Regional Vice Presidents are located throughout the country to provide local service to you and your customers. We appreciate the opportunity to help you close more loans and close them on time.

Booth 405 – CDC Capital Markets

CDC Small Business Finance Corporation
Ken Rosenthal
Sr Advisor - Lending, Education, Training
2448 Historic Decatur Road
Suite 200
San Diego, CA 92106

CDC Capital Markets, a division of CDC Small Business Finance, provides wholesale SBA 504 1st mortgages by Morgan Stanley in all 50 states. We market, package, underwrite, and service all the SBA 504 1st mortgages for Morgan Stanley nationwide via Co Origination, Direct Table Funding, and Loan Purchases. We work with banks, non bank lenders, CDC’s, & credit unions to provide great rates for high quality deals. We provide terms for the SBA 504 1st mortgage using Morgan Stanley's balance sheet rather than the local bank's balance sheet. That means the local lender can offer terms including 25 year fixed for life SBA 504 1st mortgages. The first mortgage is funded off Morgan Stanley's balance sheet and the local lender earns premium income. Banks win by gaining deposits and earning premium.