2025 SPRING SUMMIT EXHIBITORS
Join NADCO in celebrating our exhibiting partners!
Each and every one has valuable and relevant information and offerings. Please take time to visit each booth.
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Guidehouse - Central Servicing AgentAlliance Partner Brian Gagnon Partner, CSA Team 1800 Tysons Boulevard McLean, VA 22102 202-412-8660 bgagnon@guidehouse.com |
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Ventures Lending TechnologiesDiamond Sponsor Julie Middleton Vice President Sales & Support 2448 Historic Decatur Road Suite 200 San Diego, CA 92106 916-565-8101 Email This Exhibitor www.venturesgo.com Tom Brune President 2448 Historic Decatur Road Suite 200 San Diego, CA 92106 619-243-8601 Email This Exhibitor www.venturesgo.com |
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Ventures Lending Technologies is now part of Lenders Cooperative
SBA lenders may remember Lenders Cooperative for their pivotal role during the Paycheck Protection Program (PPP), where their company stepped in and delivered the enhanced platform for the forgiveness process and subsequent rounds of PPP origination. The support and innovation continued with several other COVID era programs such as EIDL, OHA and the Restaurant Revitalization program. They also led the development of the https://lending.sba.gov/ portal, which serves the entire industry by consolidating several SBA initiatives into one unified platform.
Lenders Cooperative is a leader in innovation, having integrated each of the necessary third-party companies throughout the commercial lending process facilitating the required flywheel of best-in-class partners from application through servicing. To explore more about the Lenders Cooperative technology and LSP service solutions, visit their website.
Now operating under the Lenders Cooperative umbrella, Ventures and Lenders Cooperative are united in their commitment to deliver enhanced functionality and expanded services empowering our clients for continued success.
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Organization NameDiamond Sponsor Contact Name Professional Title Address City, State Zip Phone Email This Exhibitor Website Contact Name Professional Title Address City, State Zip Phone Email This Exhibitor Website |
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Company Description up to 500 words.
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Cirrus SecurePlatinum Sponsor David Brooks CEO 29713 Troutdale Scenic Drive Suite B Evergreen, CO 80439 800-341-1442 Email This Exhibitor www.cirrussecure.com |
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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.
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mysherpasPlatinum Sponsor Wilson Su'a-Filo Director of Sales 257 E 200 S Suite 525 Salt Lake City, UT 84111 801-380-3371 Email This Exhibitor www.mysherpas.ai |
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Based in Salt Lake City, Utah, mysherpas is redefining commercial lending technology. Like Sherpas guiding climbers through rugged mountain terrain, we take on the heavy lifting of lending operations—simplifying, streamlining, and transforming the process. Our platform allows you to focus on what matters most: delivering exceptional, personalized customer experiences.
Our patented, cloud-based platform consolidates tools like email, Teams, SharePoint, Dropbox, Slack, and CRM systems into one intuitive system that complements any existing Loan Origination System (LOS) or core technology. Whether you’re a bank, credit union, or government guaranty lender, mysherpas is easy to learn. No matter your experience level, it can be —mastered in just a few loans.
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Alliant Americas
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Alliant Insurance Services is one of the top 5 largest commercial retail insurance brokerage firms in the United States. Since 1925, our clients and partners have had profound confidence in us to deliver in all market climates. Our dedicated service team has provided NADCO members with competitive insurance solutions and top-quality program administration. Alliant is the exclusive administrator for the NADCO Management Liability program, and the program is approved by the SBA.
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Outsourced Risk Management SolutionsPlatinum Sponsor Derek Ezovski President 7 South Main Street Suite 202 West Hartford, CT 06107 860-838-5388 Email This Exhibitor www.orms.com |
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Outsourced Risk Management Solutions (ORMS) works as an extension of your lending team and is ready to assist with the new self-certification process. We will conduct the SBA required reviews for your team and recommend certification or provide a path forward to compliance. This is all done for a fee that can be passed on to the borrower and can be added to the debenture.
In addition, ORMS provides a variety of environmental support services so you can keep your team focused on all the other lending tasks:
- Report management - ORMS reduces your team’s time spent ordering, reviewing, correcting, and preparing environmental reports, decreasing the time involved to get to close and increasing the number of loan closings.
- Consulting - 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.
- RSRAs - ORMS also performs RSRA reports per the SBA SOP 50 10 7.1 standard.
- Contaminated Site Compliance - ORMS will prepare your Section E.5 (contaminated site lending) memos and guide you through the appeal process if needed for sites with “out-of-the-box” issues. ORMS has completed hundreds of these and successfully worked with the SBA environmental reviewers and the Environmental Appeals Committee to obtain concurrence on challenging sites.
- ORMS has a great rapport with other consulting professionals nationally and we can help you get changes made to increase the chances of SBA approval.
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Organization NamePlatinum Sponsor Contact Name Professional Title Address City, State Zip Phone Email This Exhibitor Website |
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Company Description up to 250 words.
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Tax Guard Alex LeRoy Senior Manager of Customer Success 10355 Westmoor Drive Suite 101 Westminster, CO 80021 720-780-2049 Email This Exhibitor www.tax-guard.com/ |
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Tax Guard, a Cogency Global Company, is the only company in the U.S. that can reliably provide federal tax debt data in as little as two hours. CDC and 504 lenders throughout the country rely on our proprietary tax risk assessment tools and tax return transcripts for ongoing peace of mind.
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Entero Energy Elena Merkley Vice President Marketing 1508 W 30th Austin, TX 78703 801-712-3922 Email This Exhibitor www.enteroenergy.com |
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Entero Energy is a renewable energy company specializing in assisting SBA borrowers with SBA 504 Energy Public Policy Goal qualification. This program is especially beneficial to any borrowers who may have hit their $5 million cap in SBA guaranteed loan dollars but need access to additional SBA lending. The company offers a comprehensive turn-key solution, working with CDCs, third party lenders and their borrowers to assure every step of the "Energy Savings Program" loan process is administered, from education & consultation. Services include facilitating the required third party Energy Audit Report and accompanying Solar Proposal for full design & installation.
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Withum Brian Johnston Senior Manager 250 Pehle Avenue Suite 104 Saddle Brook, NJ 07663 201-265-2800 Email This Exhibitor www.withum.com |
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Today’s global economic environment has elevated the importance of valuations that support our advisory, tax and audit capabilities. An advisor with experience and presence can help companies respond to both domestic and cross-border valuation challenges. At Withum, our Tangible Assets Team has the coverage, experience and trusted name you can rely on to help you meet your Plant, Property and Equipment (PP&E) valuation needs. Our experts are professionally tested, certified and hold Accredited Senior Appraiser (ASA), Certified Valuation Analyst (CVA), Certified Fraud Examiner (CFE) and Certified Public Accountant (CPA) designations. Our team has directed engagements on behalf of privately held and publicly traded entities’ economic concerns and strategic interests with a cross-functional focus amongst a range of purposes in accounting, tax, litigation, finance, insurance, operations and transaction equity investment.
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TEND Capital Zachary Petry Principal 1 N. 5th Street Suite 409 Richmond, VA 23219 804-513-2952 Email This Exhibitor www.tend-capital.com |
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As a Professional Service Contractor (PSC), TEND Capital provides SBA 504 loan packaging and underwriting support for our CDC partners. For our larger CDC partners, we can provide interim support during those periods of high demand and stretched bandwidth. And for our smaller CDC partners, where a few staff wear all the hats, we can remove the structuring, eligibility assessment, and underwriting burdens so you can focus on growing and servicing your portfolio. We can take the loan application from inquiry stage and drive it all the way to a finished Ventures loan file, ready for you to import and submit into ETRAN. Our goal is to help you get more SBA 504 loans approved, in less time, with a higher first pass rate, and less strain on your team. Connect with us to see how we can support your deployment of the 504 loan program.
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Partner Engineering and Science, Inc. AJ Nosek National Client Manager 2154 Torrance Boulevard Suite 200 Torrance, CA 90501 800-419-4923 Email This Exhibitor www.partneresi.com |
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Partner offers full-service environmental risk management services for commercial lending throughout the US. Drawing on decades of business experience, our multidisciplinary approach allows us to support SBA lenders from property due diligence to construction risk management to ongoing maintenance and optimization of CRE assets.
Partner’s team of SBA professionals are dedicated to staying current on all requirements laid out by the SBA 504 and Green Loan Programs. We provide the highest quality reports for a fair price - and do so with a sense of urgency and exceptional communication.
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BMI Productivity Solutions Boyd Mortensen President 475 North 300 West Suite 5 Kaysville, UT 84037 801-546-7462 Email This Exhibitor www.bmisw.com |
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BMI Productivity Solutions is a leading provider of loan portfolio management software for economic development.
- Document Management
- DocuSign Implementations
- SBA 504 Submission Program
- Online Borrower Forms and Workflows
- Revolving Loan Fund Portfolio Management
With the acquisition of Portfol Software, BMI serves 150+ economic development organizations including CDFIs. For over 30 years, Portfol has helped manage all types of loan programs from state agencies to microlenders. Track funding from multiple sources, generate reports confidently for government agencies, and gain visibility into your portfolio.
BMI is always working on new solutions to help the NADCO community, come by our booth to see what is new.
Our goal is to reduce costs, streamline workflows, and more easily serve your community. Let's meet to review your objectives and share how we can help.
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J.R. Bruno & Associates Alex Liberchuk Principal 92 Westervelt Place Suite 102 Passaic, NJ 07055-4627 973-685-2327 Email This Exhibitor www.jrbrunoassoc.com |
J.R. Bruno & Associates is a premier nationwide consulting firm serving SBA lenders since 1994. Our strength lies in deep subject matter expertise and a proven ability to deliver results. Our team has supported hundreds of SBA lenders—including dozens of CDCs—in building and sustaining profitable lending programs. We provide cost-effective, customized support across all stages of underwriting and loan servicing for every government-guaranteed lending product.
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Organization Name Contact Name Professional Title Address City, State Zip Phone Email This Exhibitor Website |
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Company Description up to 150 words.
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