DRAFT SCHEDULE OF EVENTS


NOW'23
November 13-17 – New Orleans, LA


2023 Fall Board Meeting: November 13 | NOW'23: November 13-16 | 2023 Fall In-Person Training: November 16-17





See below for what to expect each day. The general and breakout session topics, keynote speakers and special events will be updated in the coming weeks with all the specifics. Check back soon for more details.


Monday, November 13
8:00 AM – 7:00 PM

Registration Open
Grand Ballroom Foyer


9:00 AM – 12:00 PM

NADCO Board of Directors Meeting – CLOSED SESSION
2nd Floor La Galleries 1-2
NADCO Board of Directors and Staff ONLY


12:00 PM – 4:30 PM

NADCO Board of Directors Meeting – OPEN SESSION
2nd Floor La Galleries 1-2


1:00 PM – 5:00 PM

Exhibitor Set Up
Exhibitor Marketplace – Acadia | Bissonet Ballroom
Exhibitors are allowed to begin setting up their booths for the evening Welcome Reception. No Attendees in the exhibit hall at this time.


5:30 PM – 7:30 PM

Exhibits Open
Exhibitor Marketplace – Acadia | Bissonet Ballroom


Welcome Reception
Exhibitor Marketplace – Acadia | Bissonet Ballroom
(Open to all Conference Attendees)

Join us for appetizers and drinks as we kick off NOW '23! Connect with colleagues, speakers and friends and get the conversations started NOW! The Welcome Reception is also a great time to pick up your badge and swag bag and to explore our Exhibitor Marketplace.

Feeling like a winner?

Get started on your NOW Exhibitor Game to make sure you’re in the running for one of our premium prizes!


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Tuesday, November 14
8:00 AM – 5:00 PM

Registration Open
Grand Ballroom Foyer


Exhibits Open
Exhibitor Marketplace – Acadia | Bissonet Ballroom


8:00 AM – 9:00 AM

NADCO Marketplace & Networking Breakfast
Exhibitor Marketplace – Acadia | Bissonet Ballroom


9:00 AM – 9:10 AM

Welcome Remarks

Carondelet Ballroom
Speaker:
Rhonda Pointon, President & CEO
National Association of Development Companies

Hear from our industry leadership about the current status of the CDC and 504 industry, what is on the horizon and other high-level updates.


9:10 AM – 9:20 AM

General Meeting of the Members

Carondelet Ballroom
Speakers:
Matt Davis, President
Southland EDC
NADCO Chairman of the Board
John Evans, President & CEO
Mountain West Small Business Finance
NADCO Vice Chairman of the Board
Elaine Fairman, Executive Director
Business Expansion Funding Corp.
NADCO Board Treasurer
Ann Munroe, President
Capital Matrix, Inc.
NADCO Board Secretary

Executive officers of the NADCO Board of Directors report out to the membership the current status of the trade association.


9:20 AM – 9:30 AM

Updates from the Office of General Counsel

Carondelet Ballroom
Speakers:
Juan M. Sempertegui, Deputy General Counsel
U.S. Small Business Administration


9:30 AM – 10:35 AM

General Session 1 – SBA Live: Policy News Directly from Washington

Carondelet Ballroom
Speakers:
Linda Reilly, Chief, 504 Loan Division, Office of Financial Assistance
U.S. Small Business Administration
Annette May, Center Director, Sacramento Loan Processing Center
U.S. Small Business Administration
Valerie A. Parente, Senior Counsel for 504 Closings & Reviews
U.S. Small Business Administration
Moderator:
Wayne Williams, EVP – Regulatory Affairs and Training
National Association of Development Companies

Hear directly from SBA staff about the latest policy updates. The panel will share guidance on SOP 50-10-7, the updated SBA Form 1244, revised guidance on criminal background checks, the 504 debt refinance final rule, and more. There will also be an open mike for audience questions.


10:35 AM – 10:50 AM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – Acadia | Bissonet Ballroom


10:50 AM – 11:50 AM

Breakout Session 1 – How to be an Exceptional CDC Board Member
*CDC Board | Executive | Management Track*

2nd Floor La Galleries 3
Speakers:
Donald Brookhart, Board Member
Small Business Growth Corporation
Cedric Johnson, Chairman of the Board
CSRA Business Lending
Moderator:
Alan Crawford, CEO
Lincoln Capital Group
Board Member, Greater Texas Capital Corporation

CDC Board Members are invited to join this in-depth and open discussion led by CDC Board Members. Key takeaways include succession management, the Board’s role in risk management and clarity on expectations set by SBA.

Breakout Session 2 – Inside Secrets: How to Position 504 Fees
*BDO | Loan Officer | Marketing | Third Party Lender Track*

2nd Floor La Galleries 1-2
Speakers:
Brooke Mirenda, President & CEO
Sunshine State Economic Development Corporation
Chris Topping, Business Development Officer
504 Capital Corporation
Mark Williams, President
Michigan Certified Development Corp.
Moderator:
Danny Mangum, COO
Mountain West Small Business Finance

Have you ever struggled to properly explain 504 fees to a client or prospect? Ever wondered how best to entice a borrower to move forward with 504? Our experts will share inside secrets and tips to effectively sell 504 fees.

Breakout Session 3 – Closing Hot Topics
*Closing | Servicing | Processing | Support Track*

2nd Floor La Galleries 5-6
Speakers:
Caryl Eriksson, President
Utah CDC
Leesa Naimo-Fredette, SVP and General Counsel
Pursuit CDC
Valerie A. Parente, Senior Counsel for 504 Closings & Reviews
U.S. Small Business Administration
Moderator:
Miriam Voigt, Managing Consultant
Guidehouse – Central Servicing Agent

Hear from our panel of experts what you need to know NOW to improve Closing packages and processes. The panel will discuss recent SOP changes, including the increase in allowable CDC attorney closing fee, NAC timing, best practices on Terms and Conditions terminology, construction escrows, deed restrictions, effective 327 actions, and more.


11:50 AM – 12:00 PM

Break - Time to Head Upstairs to the Carondelet Ballroom for the Fireside Chat


12:00 PM – 12:45 PM

Fireside Chat with Administrator Guzman and Awards Presentation

Carondelet Ballroom
Fireside Chat with Administrator Guzman
Speakers:
Isabel Casillas Guzman, 27th Administrator
U.S. Small Business Administration
Rhonda Pointon, President & CEO
National Association of Development Companies
Sara Vanhala, VP/Director of Marketing
Small Business Growth Corporation

Our opening day Fireside Chat features a very special guest, Isabel Guzman, the 27th Administrator of the U.S. Small Business Administration. Administrator Guzman has made supporting small businesses her life’s work and highly values the 504 Loan Program, the Community Advantage Loan Program, and their tremendous impact.

Administrator Guzman will be joining us in person to chat with NADCO representatives about the CDC lending industry, her goals for 2024 and to share the latest updates on the SBA 504 and Community Advantage loan programs.

The NADCO Hall of Fame Awards Presentation
Presenter:
Tim Pierce, Executive Director
Caprock Business Finance Corp.


12:45 PM – 1:30 PM

NADCO Marketplace & Networking Luncheon
Exhibitor Marketplace – Acadia | Bissonet Ballroom


1:45 PM – 2:45 PM

Breakout Session 4 – The Future of Community Advantage (CA-SLBC)
*CDC Board | Executive | Management Track*

2nd Floor La Galleries 3
Speakers:
Paul Kirwin, Chief of the SBA Supervised Lender Oversight Team
U.S. Small Business Administration
Betty Hill, Senior Financial Analyst, Community Advantage Program
U.S. Small Business Administration
Moderator:
Renée Bender, VP Government Relations
National Association of Development Companies

Both SBA and Congress are focused on lending in underserved markets and making lasting changes to increase lending to these communities. As an industry, we support efforts to increase mission-driven lending and ensure borrowers feel as little disruption as possible due to programmatic adjustments. If you are currently a Community Advantage (CA) lender, have applied to be a CA lender, or are considering applying before September 30th, please join us and bring all your questions for the roundtable participants!

Breakout Session 5 – Mastering CDC Credit Memos
*BDO | Loan Officer | Marketing | Third Party Lender Track*

2nd Floor La Galleries 1-2
Speakers:
Spencer Davis, Senior Lending Officer
Mountain West Small Business Finance
Ankur Patel, Senior Credit Officer
Florida Business Development Corporation
Briana Rickertsen, Production Manager
B:side Capital
Moderator:
Tony Barengo, Head of Commercial Real Estate
CDC Small Business Finance

Our panel of experts will share best practices and industry insights on how to improv the quality of your CDC credit memos and get loans approved on first consideration.

Breakout Session 6 – Best Practices for Loan Risk Rating
*Closing | Servicing | Processing | Support Track*

2nd Floor La Galleries 5-6
Speakers:
Diana Henriquez, Director of Portfolio Management
UCEDC
Randy Neumann, Portfolio Manager
Small Business Growth Corporation
Moderator:
Mary Kropp-Benton, President
Power Steering Unlimited, Inc.

Join us for a deep dive into best practices for effective loan risk rating and come prepared to get answers to your pressing loan servicing questions.


2:45 PM – 3:15 PM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – Acadia | Bissonet Ballroom


3:15 PM – 4:30 PM

General Session 2 – Analysis and Outlook: SBA 504 Debenture Rates

Carondelet Ballroom
Speakers:
Steve Van Order, Selling Agent
Eagle Compliance LLC
Linda Reilly, Chief, 504 Loan Division, Office of Financial Assistance
U.S. Small Business Administration
Rich Sigg, Managing Director
Bank of America Securities
Kavitha Vignarajah, Managing Director
Stifel Ncolaus & Co
Moderator:
Frank Keane, President
Eagle Compliance LLC

Hear from the Fiscal Agent, Selling Agent and Underwriters about how Fed policy, debt burden, rising rates and tight credit could affect the 2024 outlook.


5:00 PM – 7:00 PM

504PAC Party
The Sazerac House
101 Magazine Street
New Orleans, LA 70130

Suggested Minimum Contribution to Attend: $75 per person


You are invited to join us for a tour of the acclaimed Sazerac House. The Sazerac House is an homage to the famed Sazerac cocktail that gained fame in New Orleans in the 1850s and is now served all over the world.

Sazerac Soirée At-a-Glance

Welcome Reception - 4th Floor: Hear special remarks from our 504PAC team while enjoying hors d’oeuvres, beer, and wine.

Self-guided Tour including three cocktail sampling stations - Starts on the 3rd Floor: Work your way down as you discover the history of the New Orleans cocktail culture and interactive experiences, including three cocktail sampling stations. Sazerac experts are on every floor to answer questions and enhance your visit.

Sazerac Whiskey Distillery and Retail Shop, 1st floor: Everyone will end their tour on the first floor where they are welcome to visit the retail store.


Add an Exclusive Sazerac House Bonus Experience:

Contribute at the 504PAC Champion or Patron level for exclusive Sazerac House experiences in addition to the Sazerac House tour.

$300 - $499 Contribution | VIP Speakeasy Experience | 504PAC Champion
  • Access to the VIP Sazerac Speakeasy Room for a Sazerac cocktail + demo

$500+ Contribution | Barrel to Bottle and VIP Speakeasy Experience | 504PAC Patron
  • Access to the VIP Sazerac Speakeasy Room for a Sazerac cocktail + demo
  • One-of-a-Kind Barrel to Bottle experience where you tour the distillery and learn about the history of distilling. Next you will get special access to the bottling room where you will personally fill your own keepsake bottle with whiskey and then learn how to cork and seal it.
NOTE: The bottle cannot be shipped. You can enjoy it in New Orleans with your colleagues or pack an unopened bottle in the retail packaging in your luggage. Protector bubble liquor travel bags will be provided.





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Wednesday, November 15
8:00 AM – 5:00 PM

Registration Open
Grand Ballroom Foyer


Exhibits Open
Exhibitor Marketplace – Acadia | Bissonet Ballroom


8:00 AM – 9:00 AM

NADCO Marketplace & Networking Breakfast
Exhibitor Marketplace – Acadia | Bissonet Ballroom


9:00 AM – 10:00 AM

General Session 3 – 504 Modernization and Technology Investments

Carondelet Ballroom
Speakers:
Steve Kucharski, Director, Office of Performance Systems Management
U.S. Small Business Administration
Sheri McConville, Deputy Director, Office of Performance Systems Management
U.S. Small Business Administration
Carson Mullins, Managing Consultant
Guidehouse – Central Servicing Agent
Miriam Voigt, Managing Consultant
Guidehouse – Central Servicing Agent
Moderator:
James Conroy, President
Pursuit CDC

Compliance check hold codes got you blue? Join SBA’s IT leadership for this informative session on technology modernization to improve program delivery and integrity.


10:00 AM – 10:30 AM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – Acadia | Bissonet Ballroom


10:30 AM – 11:30 AM

Breakout Session 7 – Expanding 504 Opportunities with Green Energy Projects
*CDC Board | Executive | Management Track*

2nd Floor La Galleries 3
Speakers:
Kurt Chambliss, EVP, Business Development
TMC Financing
Tushar Dutta, Senior Program Manager, LEED Green Associate
Partner Energy, a Division of Partner Engineering and Science, Inc.
Jessica Stutz, Lending Director
B:Side Capital
Moderator:
AJ Nosek, Principal, National Client Manager
Partner Engineering and Science, Inc.

Looking creative solutions to increase 504 loan activity? Join our panel of experts on using Green Energy policy goals to reach more potential borrowers. We’ll discuss the program requirements, benefits, required third party services, and tips for effective marketing to help you and your team expand 504 lending.

Breakout Session 8 – Deep Dive on Regulatory and SOP Updates
*BDO | Loan Officer | Marketing | Third Party Lender Track*

2nd Floor La Galleries 1-2
Speakers:
Linda Reilly, Chief, 504 Loan Division, Office of Financial Assistance
U.S. Small Business Administration
Annette May, Center Director, Sacramento Loan Processing Center
U.S. Small Business Administration
Greg Suryadi, Financial and Loan Specialist
U.S. Small Business Administration
Moderator:
Wayne Williams, EVP – Regulatory Affairs and Training
National Association of Development Companies

With all the regulatory changes and the recent SOP update, you will want to join this deep dive discussion on the new affiliation rules, criminal background checks, and more from SOP 50-10-7.

Breakout Session 9 – CSA Hot Topics
*Closing | Servicing | Processing | Support Track*

2nd Floor La Galleries 5-6
Speakers:
Bobby Cass
Guidehouse – Central Servicing Agent
Eric Moreno
Guidehouse – Central Servicing Agent
Kyle Breslinr /> Computershare - Central Servicing Agent
Krista Ortenzi
Computershare - Central Servicing Agent
Moderator:
Evan Shaw, Managing Consultant
Guidehouse – Central Servicing Agent

More information regarding this session will be posted soon.


11:30 AM – 11:40 AM

Break - Time to Head Upstairs to the Carondelet Ballroom for the Community Impact Event


11:40 AM – 12:30 PM

Community Impact Event

Carondelet Ballroom
The Community Impact Awards Presentation
Introductions and Award Presentions:
Matt Davis, President
Southland EDC
Relationship Building with Top Third Party Lenders
Panelists:
Mark Baird, Vice President / SBA Solutions Manager
JPMorgan Chase Bank
Bill Sommer, Senior Director SBA
First Citizens Bank
Mark McCune, EVP/CLO
Bank Five Nine
Jared DeVroom, Senior SBA Loan Officer
Mountain America Credit Union
Moderator:
Wayne Williams, EVP – Regulatory Affairs and Training
National Association of Development Companies

The TPL’s Perspective on SBA 504: Wayne Williams will lead a panel discussion with our Third Party Lender award winners focusing on leveraging collaborative relationships and best practices for becoming a CDC of choice.


12:30 PM – 1:30 PM

NADCO Marketplace & Networking Luncheon
Exhibitor Marketplace – Acadia | Bissonet Ballroom


1:30 PM – 2:30 PM

Breakout Session 10 – The Ultimate Guide to Effectively Running your CDC
*CDC Board | Executive | Management Track*

2nd Floor La Galleries 3
Speakers:
Craig Aderhold, Chairman of the Board
WBD, Inc.
Dan Schneider, President and CEO
WBD, Inc.
Moderator:
Randy Kyle, Director of Governance and Compliance
WBD, Inc.

Join us as we start with a brief discussion of the challenges of working with four generations in our CDCs. Followed by how WBD used our Strategic Plan to create like-minded Board and Executive Leadership. We will also include suggestions for what information to share monthly with the Board to support their oversight responsibilities. Finally, we’ll discuss balancing work at home vs back in the office expectations in our efforts to support a culture that retains employees and the Post-COVID world.

Breakout Session 11 – Leverage the Power of LinkedIn: Social Selling Fundamentals
*BDO | Loan Officer | Marketing | Third Party Lender Track*

2nd Floor La Galleries 1-2
Speaker:
Penina Goodman, Brand and Marketing Strategist
National Association of Development Companies

Did you know that people who prioritize social selling are 51% more likely to reach their sales goals? Join us for this interactive workshop on how to elevate your approach to using LinkedIn for social selling and networking. The course is filled with key takeaways that you can act on immediately including tips on optimizing your profile, keywords, posting best practices, and which LinkedIn tools will help you gain more referrals, grow your network and drive awareness of the SBA 504 program.

Breakout Session 12 – Solving for Challenging Environmental Reports
*Closing | Servicing | Processing | Support Track*

2nd Floor La Galleries 5-6
Speakers:
Jeffery Hasapis, Senior Credit Officer
Alloy Development Company
William Pazmino, Executive Director
RBAC
Moderator:
Derek Ezovski, President
Outsourced Risk Management Solutions

Join our panel of environmental experts and CDC representatives to discuss complicated environmental issues and best practices for reviewing and addressing SBA requirements. Our experts will discuss original submissions, screen-outs, and resubmissions from real life projects to provide valuable insights to help you get an environmental approval for your borrower.


2:30 PM – 3:00 PM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – Acadia | Bissonet Ballroom


3:00 PM – 4:15 PM

General Session 4 – Confab with Congress

Carondelet Ballroom
Speakers:
Peter Johnson, General Counsel
Chairman Ben Cardin
U.S. Senate Small Business and Entrepreneurship Committee
Devon Redfield, Professional Staff
Ranking Member Joni Ernst
U.S. Senate Small Business and Entrepreneurship Committee
Rick Erkel, Deputy Chief of Staff
Ranking Member Nydia Velázquez
U.S. House Committee on Small Business
Moderators:
Renée Bender, VP Government Relations
National Association of Development Companies
Sara Vanhala, VP/Director of Marketing
Small Business Growth Corporation

Don’t miss this opportunity for insightful and engaging conversation with the staff of the Small Business Committees! From CDC formation to the SBA programs you deliver and beyond, our industry succeeds through meaningful partnerships with multiple branches of the federal government but it is Congress that passes legislation directly impacting the 504, Community Advantage, and Microloan programs you deliver. With that in mind, this session prioritizes engagement with congressional staff – to learn more about the way they work and the issues they’re concerned about, and to put faces, names, and stories to the issues we bring to them. Come prepared to learn, engage, and share!


Regional Caucuses 4:15 PM – 4:45 PM

Region 1 Caucus
2nd Floor La Galleries 1-2
Region 2 Caucus
2nd Floor La Galleries 1-2
Region 3 Caucus
2nd Floor La Galleries 3
Region 4 Caucus
Carondelet Ballroom
Region 5 Caucus
Carondelet Ballroom
Region 6 Caucus
2nd Floor La Galleries 3
Region 7 Caucus
2nd Floor La Galleries 5-6
Region 8 Caucus
2nd Floor La Galleries 5-6
Region 9 Caucus
Carondelet Ballroom
Region 10 Caucus
Carondelet Ballroom


5:00 PM

Join the NADCO NOW'23 Krewe as we walk around the corner to the House of Blues - only 0.2 miles away from the hotel.




5:30 PM – 9:30 PM

NOW Big Easy Bash

The House of Blues

225 Decatur Street
New Orleans, LA 70130

When we said CELEBRATE FY23, we meant CELEBRATE NOW!!

Join NADCO staff, SBA representatives, CDC colleagues, partners and sponsors for a full-on celebration of the CDC industry…

Partake in some incredible southern and creole cuisine while getting your fortune told and listening to a hot local band. There's plenty of fun to be had by all. Join the NADCO Staff Krewe as we walk around the corner to the House of Blues, then you're free to stay for the full evening or can head out at any time as the House of Blues is a close walk to the hotel and the main part of the French Quarter.


9:30 PM

This is the final close for the NOW Big Easy Bash so feel free to take your Krewe out to enjoy all that New Orleans has to offer just down the street.


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Thursday, November 16
8:00 AM – 11:30 AM

Registration Open
Grand Ballroom Foyer


Exhibits Open
Exhibitor Marketplace – Acadia | Bissonet Ballroom


8:00 AM – 9:00 AM

NADCO Marketplace & Networking Breakfast
Exhibitor Marketplace – Acadia | Bissonet Ballroom


Board of Directors Meeting with the Newly Elected Board Members and Officer Elections

2nd Floor La Galleries 2
(Invitation Only – Breakfast Served)


9:00 AM – 9:15 AM

Announcement of the New NADCO Board of Directors and Officers

Carondelet Ballroom
Rhonda Pointon, President & CEO
National Association of Development Companies

The newly elected NADCO Board of Directors and Officers will be announced. We will also announce the winners of the Exhibitor Game. Be sure to submit your completed game to the Registration Desk by the end of General Session 4 on Wednesday, November 15.


9:15 AM – 10:15 AM

General Session 5 – 504 Portfolio Management: What you Need to Know NOW

Carondelet Ballroom
Speakers:
Paul Kirwin, Chief of the SBA Supervised Lender Oversight Team
U.S. Small Business Administration
Betty Hill, Senior Financial Analyst, Community Advantage Program
U.S. Small Business Administration
Shayne Bradshaw, Financial Analyst
U.S. Small Business Administration
Moderator:
Kisha Gant, SVP, Closing & Servicing
TMC Financing

Are recession fears in the rearview mirror? Join the OCRM panel to get the latest updates and best practices for effective portfolio management.


10:15 AM – 10:30 AM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – Acadia | Bissonet Ballroom


10:30 AM – 11:30 AM

General Session 6 – NOW Spotlight: Processing Center Updates

Carondelet Ballroom
Speakers:
Martin Andrews, Deputy Director, Office of Financial Program Operations
U.S. Small Business Administration
Annette May, Center Director, Sacramento Loan Processing Center
U.S. Small Business Administration
Moderator:
Bill Habermeyer, President & CEO
Florida Business Development Corporation

Join the SLPC leadership team to hear the latest on 504 loan processing and approvals, including updates on loan package quality measures, customer service initiatives, ALP Express delegated authority, top screen out concerns, and more.


11:30 AM – 1:00 PM

Lunch on your own


12:30 PM – 4:30 PM

Registration Open
2nd Floor Galeries 5-6 Foyer


1:00 PM – 3:30 PM

Specialty Workshop

Major Changes to 504 Debt Refi Programs

2nd Floor La Galleries 6
Panel of Experts:
Wayne Williams, EVP – Regulatory Affairs and Training
National Association of Development Companies
Briana Rickertsen, Production Manager
B:Side Capital

Rising interest rates, a credit crunch, and concerns about commercial real estate are just some of the daunting challenges facing small business borrowers. The 504 Debt Refinance Programs can help. SBA is publishing a final rule on 504 debt refinance programs in late summer 2023 with changes that will help streamline and simplify the program requirements and improve borrower access to this much needed source of capital. Our experts will discuss these critical changes and help you develop tools, best practices, and insights to better assist your small business borrowers and lending partners.


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Training Courses - Thursday, November 16
8:00 AM – 5:00 PM

IMPORTANT: The training courses have a completely separate registration process from NOW ’23 as well as separate fees. Please visit the 504 Loan Closing and Eligibility & Deal Structures pages for more information about the fees and registration process or click the course name in the agenda below.

Registration Open
2nd Floor La Galleries 5-6 Foyer


8:00 AM – 9:00 AM

NADCO Networking Breakfast
2nd Floor La Galleries 5-6 Foyer


9:00 AM – 5:00 PM

504 Loan Closing Course
2nd Floor La Galleries 5
Instructors:
Todd Kobernick, Attorney
Law Offices of Todd E. Kobernick
Christina Gabriel Kanelos, Attorney
Law Offices of Todd E. Kobernick

This two-day in-person course is approved by the US Small Business Administration and provides invaluable training for anyone involved in closing SBA 504 loans, including CDC staff and legal professionals. The course fulfills SBA’s requirement for attorneys attending an SBA-Approved Closing Course to become a “Designated Attorney”.


10:15 AM – 10:30 AM

NADCO Networking Break
2nd Floor La Galleries 5-6 Foyer


12:00 PM – 1:00 PM

Lunch on Your Own


2:30 PM – 3:00 PM

NADCO Networking Break
2nd Floor La Galleries 5-6 Foyer


Training Courses – Friday, November 17
8:00 AM – 5:00 PM

Registration Open
2nd Floor La Galleries 5-6 Foyer


8:00 AM – 9:00 AM

NADCO Networking Breakfast
2nd Floor La Galleries 5-6 Foyer


9:00 AM – 5:00 PM

504 Loan Closing Course
2nd Floor La Galleries 5
Instructors:
Todd Kobernick, Attorney
Law Offices of Todd E. Kobernick
Christina Gabriel Kanelos, Attorney
Law Offices of Todd E. Kobernick

This two-day in-person course is approved by the US Small Business Administration and provides invaluable training for anyone involved in closing SBA 504 loans, including CDC staff and legal professionals. The course fulfills SBA’s requirement for attorneys attending an SBA-Approved Closing Course to become a “Designated Attorney”.


Advanced Eligibility & Deal Structures Course
2nd Floor La Galleries 6
Instructors:
Wayne Williams, EVP – Regulatory Affairs and Training
National Association of Development Companies
Briana Rickertsen, Production Manager
B:Side Capital

Improve your package quality!

Change of ownership projects, partner buy-outs, elaborate debt refinance opportunities, complex affiliation, and more! Join us as we navigate these advanced topics to better serve your small business borrowers and lending partners.


10:15 AM – 10:30 AM

NADCO Networking Break
2nd Floor La Galleries 5-6 Foyer


12:00 PM – 1:00 PM

Lunch on Your Own


2:30 PM – 3:00 PM

NADCO Networking Break
2nd Floor La Galleries 5-6 Foyer


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