Current Exhibitors

Booth One - Sold!

The Bailey Group

Cherry Blossom Sponsor

Dan Halos
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 Two - Available

This booth is reserved for Spring Summit Package sponsors.

Booth Three - Sold!

Alliant Americas | Alliant Insurance Services
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 was recently named as the exclusive administrator for the NADCO Management Liability program.

Booth Four - Sold!

CDC Capital Markets
CDC Small Business Finance Corporation

Ken Rosenthal
Sr Advisor - Lending, Education, Training
2448 Historic Dacatur Road
Suite 200
San Diego, CA 92106

CDC Capital Markets, a Division of CDC Small Business Finance, provides SBA 504 1st mortgage wholesale solutions in all 50 states. We work with banks, non-bank lenders, brokers, credit unions, and CDC's to increase SBA 504 volume. We market, package, underwrite, fund and service Morgan Stanley's SBA 504 1st mortgage loans via Direct Table Funding and Loan Purchases. Lenders win by gaining deposits and earning premium. CDCs win by increasing 504 volume.

Booth Five - Sold!

Thomas USAF Group
Thomas Kimsey
President & CEO
3060 Peachtree Road, N.W.
Suite 1855
Atlanta, GA 30305

Thomas USAF Group (TUSAF) wholesale group consists of experienced CPA’s, bankers, loan underwriters and analysts that feed direct working relationships with lenders for the past 30 years, making a name for itself by being the most experienced in USDA B&I and CF loans, SBA 504 1st mortgages and SBA 7(a) loans.

Booth Six - Sold!

ORMS: Outsourced Risk Management Solutions LLC
Derek Ezovski
7 South Main Street
Suite 209
West Hartford, CT 06107

For years Outsourced Risk Management Solutions (ORMS) has worked closely with SBA lenders and CDCs to help provide an in-house environmental due diligence solutions and SBA Compliant Records Search with Risk Assessments (RSRA). ORMS specifically helps CDCs review and package environmental submissions thereby increasing the approval rate for our clients. ORMS reduces the time spent by your staff of the review and submission of environmental reports to the SBA, all while increasing the number of loans you can close successfully. We specialize in doing “Section G’s” for complicated environmental projects.

Booth Seven - Available

This booth is reserved for Spring Summit Package sponsors.

Booth Eight - Sold!

Power Steering Unlimited, Inc.

Cherry Blossom Sponsor

Mary Kropp-Benton
145 SW 54th Terrace
Cape Coral, FL 33914

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 12-year record of 100% client retention. We have performed Independent Loan Review Services for nearly 8 dozen 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 Nine - Sold!

CDC Ventures
CDC Small Business Finance Corporation

Embassy Sponsor

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

CDC Ventures makes lending easier and smarter with its premiere software system, Ventures+. Ventures+ is known for being the first to bring the efficiency of cloud-based lending software to the Certified Development Company (CDC) industry. The software system gives small business lenders a much more powerful and cost-effective way to manage and grow their portfolio. With an integrated SBA ETRAN platform, loan processing is now easier and faster. Outstanding customer support combined with intuitive data entry, easy navigation and dynamic reporting are why Ventures+ is a superior resource in the industry. With the product integration feature, Ventures+ enables numerous software systems to work together as seamlessly as possible. CDC Ventures is committed to innovation so Ventures+ is continuously evolving to always provide a solution to manage the many changes faced by small business lenders.

Booth Ten - Sold!

Central Servicing Agent

Alliance Partner

Brian Gagnon
Director, Central Servicing Agent
1800 Tysons Boulevard
McLean, VA 22102

Booth Eleven - Sold!

Zions Bank

Embassy Sponsor

Kristine England
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 Twelve - Available

This booth is reserved for Spring Summit Package sponsors.

Booth Thirteen - Sold!

Fulcrum Resources Environmental
Stephen Reynolds
National Technical Director and Client Manager
517 South Ivy Avenue
Monrovia, CA 91016

Fulcrum Resources Environmental operates under the parent company Fulcrum Resources, Inc. and is a full-service, nationwide environmental and engineering company. With its team of professionals, Fulcrum specializes in environmental, remediation, engineering, hygiene, and energy due-diligence.

Booth Fourteen - Sold!

Mercantile Capital Corporation
Shannon D. Marks
President & CEO
60 North Court Avenue
Suite 300
Orlando, FL 32801

Mercantile Capital Corporation was founded in 2002 to do one thing: help small business owners achieve their dream of purchasing their owner-occupied commercial real estate. Mercantile believes the SBA 504 loan program is the best and smartest way to fund these projects. They’re so convinced that SBA 504 loans are the smart choice for most small business owners that they made the SBA 504 loan their specialty and work hard to provide the best service to their small business clients. Through 12/31/17 Mercantile has closed 699 loans worth over $2.26 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 wholly-owned subsidiary of IBERIABANK and has the full resources of the bank at its disposal.

Booth Fifteen - Sold!

Business Credit Reports, Inc.
Debbie Golbach
Vice President of Business Development
1645 Nashville Pike
Gallatin, TN 37066

Business Credit Reports is the largest aggregator of commercial credit information in the country. BCR has exclusive agreements with Experian, Equifax and D&B. We are the first to offer a multi-bureau business credit report, called the Advantage Pro. Our reports include scores, analytics, and suggested credit limits and OFAC information. The Advantage Pro is perfect for new borrowers and anytime you need a complete business credit report.

Booth Sixteen - Sold!

MassMutual QuickClose Life Insurance
Mike Weiner
Financial Services Professional
13455 Noel Road
20th Floor
Dallas, TX 75240

We provide a QuickClose life insurance approval process for lenders and their borrowers when life insurance is needed quickly and easily to close a loan.

Booth Seventeen - Sold!

Trileaf - Commercial Lending Due Diligence
Howard Horwitz
Account Manager
10845 Olive Blvd, Suite 260
St. Louis, MO 63141

TRILEAF is a nationwide environmental services company, providing targeted environmental services to Commercial and SBA lenders for SBA 504, 7(a) loans and government guaranteed loans. TRILEAF works with numerous banks, lenders and Certified Development Companies (CDC's) to satisfy the need for timely and cost effective Records Search with Risk Assessment (RSRA), Transaction Screen Assessment (TSA), Phase I and II ESAs, Property Condition Assessments, asbestos and lead assessments.

Booth Eighteen - Sold!

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, our JRB Team has assisted hundreds of lenders create and maintain profitable SBA lending programs. Former NADCO Chairman Richard Jeffrey has recently joined JRB, expanding and enhancing firm’s services to the CDC/504 community. In addition, our firm offers wide range of customized solutions that range from portfolio management, loan packaging, and underwriting assistance, to servicing and liquidations, for all government guaranteed lending products.

Booth Nineteen - Sold!

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 Twenty - Sold!

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 a full-service environmental and engineering consulting firm completing projects nationwide. We specialize in evaluating properties in connection with real estate transactions, financing, development or management.