2025 NADCO IN-PERSON TRAINING SCHEDULE
In-Person Training March 10-13 | Winter Board Meeting March 13-14


PLEASE NOTE: Every effort is made to present our training courses as scheduled, however, it is sometimes necessary to cancel courses. Should NADCO have to cancel a course, you will be entitled to a full refund of the registration fee or you may apply your registration payment to another course of your choice.

IMPORTANT INFORMATION

  • This is an IN-PERSON Training event (there is no virtual option).
  • All attendees must follow NADCO’s COVID protocol in order to attend. Visit the COVID page to find out more about our requirements.

Monday, March 10
8:00 AM – 5:00 PM

Registration Open

Gallery - Marche

8:00 AM – 9:00 AM

Networking Breakfast

Gallery - Marche

9:00 AM – 5:00 PM

Basic Servicing

Marigny 1
Instructors:
Hollis Carter, Principal
Hollis Carter LLC


Heather Newgreen, Portfolio Manager
Business Expansion Funding Corp.

ONE day course.

504 Loan Closing

Marigny 2
Instructors:
Todd Kobernick, Attorney
Kobernick & Kanelos PC


Darcie Brown, Processing & Closing Manager
Florida First Capital Finance Corporation

Day one of a TWO day course.

Navigating SOP 50 10

Esplanade Ballroom 1
Instructors:
Briana Rickertsen, Production Captain
B:Side Capital

Wayne Williams, EVP - Regulatory + Training
NADCO


Day one of a TWO day course.

Credit Risk Institute

Esplanade Ballroom 2
Instructors:
Jason Monnett, SVP
WBD, Inc.


Evan Shaw, SVP - External Affairs
NADCO



Day one of a THREE day course.
10:15 AM – 10:30 AM

Morning Networking Break

Gallery - Marche


12:00 PM – 1:30 PM

Lunch

On your own, please see hotel and nearby dining options


3:00 PM – 3:30 PM

Afternoon Networking Break

Gallery - Marche


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Tuesday, March 11
8:00 AM – 5:00 PM

Registration Open

Gallery - Marche

8:00 AM – 9:00 AM

Networking Breakfast

Gallery - Marche

9:00 AM – 5:00 PM

Advanced Servicing

Marigny 1
Instructors:
Hollis Carter, Principal
Hollis Carter LLC


Heather Newgreen, Portfolio Manager
Business Expansion Funding Corp.

ONE day course.

504 Loan Closing

Marigny 2
Instructors:
Todd Kobernick, Attorney
Kobernick & Kanelos PC


Darcie Brown, Processing & Closing Manager
Florida First Capital Finance Corporation

Day two of a TWO day course.

Navigating SOP 50 10

Esplanade Ballroom 1
Instructors:
Briana Rickertsen, Production Captain
B:Side Capital

Wayne Williams, EVP - Regulatory + Training
NADCO


Day two of a TWO day course.

Credit Risk Institute

Esplanade Ballroom 2
Instructors:
Jason Monnett, SVP
WBD, Inc.


Evan Shaw, SVP - External Affairs
NADCO



Day two of a THREE day course.
10:15 AM – 10:30 AM

Morning Networking Break

Gallery - Marche


12:00 PM – 1:30 PM

Lunch

On your own, please see hotel and nearby dining options


3:00 PM – 3:30 PM

Afternoon Networking Break

Gallery - Marche


5:00 PM – 7:00 PM

Membership Appreciation and Networking Reception

Poolside



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Wednesday, March 12
8:00 AM – 5:00 PM

Registration Open

Gallery - Marche

8:00 AM – 9:00 AM

Networking Breakfast

Gallery - Marche

9:00 AM – 5:00 PM

CDC Closing Hot Topics

Uptown 1-2
Instructor:
Miriam Voigt, Associate Director
Guidehouse - CSA


Darcie Brown, Processing & Closing Manager
Florida First Capital Finance Corporation

ONE day course.

Liquidation and Post Debenture Workouts

Marigny 1
Instructor:
Caryl Eriksson, President
InterMountain Business Lending






Day one of a TWO day course.

504 Loan Packaging

Marigny 2
Instructors:
Briana Rickertsen, Production Captain
B:Side Capital

Wayne Williams, EVP - Regulatory + Training
NADCO


Day one of a TWO day course.

Credit Risk Institute

Esplanade Ballroom 2
Instructors:
Jason Monnett, SVP
WBD, Inc.


Evan Shaw, SVP - External Affairs
NADCO



Day three of a THREE day course.

10:15 AM – 10:30 AM

Morning Networking Break

Gallery - Marche


11:30 AM – 1:30 PM

CSA Servicing and Modernization Updates Luncheon

Esplanade Ballroom 1
Instructors: Bobby Cass and Eric Moreno, Guidehouse - Central Servicing Agent
Lunch is provided
Advanced Registration is Required



3:15 PM – 3:30 PM

Afternoon Networking Break

Gallery - Marche


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Thursday, March 13
8:00 AM – 5:00 PM

Registration Open

Gallery - Marche

8:00 AM – 9:00 AM

Networking Breakfast

Gallery - Marche

9:00 AM – 5:00 PM

Liquidation and Post Debenture Workouts

Marigny 1
Instructor:
Caryl Eriksson, President
InterMountain Business Lending





Day two of a TWO day course.

504 Loan Packaging

Marigny 2
Instructors:
Briana Rickertsen, Production Captain
B:Side Capital

Wayne Williams, EVP - Regulatory + Training
NADCO

Day two of a TWO day course.

SMART OCRM Oversight

Esplanade Ballroom 1
Instructors:
Anthony J. Nowak, Review and Audit Team Manager
The Mercadien Group





ONE day course.

504 Business Development

Esplanade Ballroom 2
Instructors:
Spencer Davis, President
Mountain West Small Business Finance

Evan Shaw, SVP - External Affairs
NADCO


ONE day course.
10:15 AM – 10:30 AM

Morning Networking Break

Gallery - Marche


12:00 PM – 1:30 PM

Lunch

On your own, please see hotel and nearby dining options


3:00 PM – 3:30 PM

Afternoon Networking Break

Gallery - Marche


5:00 PM – 6:30 PM

NADCO Board of Directors Reception
Poolside
Invitation Only

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Friday, March 14
8:00 AM – 2:00 PM

NADCO Board of Directors Meeting
Esplanade Ballroom
Breakfast Served: 8:00 AM - 9:00 AM
Closed Session: 9:00 AM - 11:30 AM
Lunch Served: 11:30 AM - 12:30 PM
Open Session: 12:30 PM - 2:00 PM




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