DRAFT SCHEDULE OF EVENTS


NOW'24
November 11-15 – Austin, TX


Fall Board Meeting: November 11 | NOW'24: November 11-14 | Fall In-Person Training: November 14-15



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 11
8:00 AM – 7:00 PM

Registration Open
JW Grand Ballroom Foyer


8:00 AM – 12:00 PM

NADCO Board of Directors Meeting – CLOSED SESSION
JW Grand Ballroom Salons 2-4
NADCO Board of Directors and Staff ONLY
Breakfast served 8:00 AM - 9:00 AM
Meeting 9:00 AM - 12:00 PM


12:00 PM – 4:00 PM

NADCO Board of Directors Meeting – OPEN SESSION
JW Grand Ballroom Salons 2-4
Open to Members - Requires Separate Registration
Lunch served 12:00 PM - 1:00 PM
Meeting 1:00 PM - 4:00 PM


1:00 PM – 5:00 PM

Exhibitor Set Up
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8
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 – JW Grand Ballroom Salons 6-8


Welcome Reception
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8
(Open to all Conference Attendees)

Join us for appetizers and drinks as we kick off NOW'24! 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.

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Tuesday, November 12
8:00 AM – 4:30 PM

Registration Open
JW Grand Ballroom Foyer


Exhibits Open
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8


8:00 AM – 9:00 AM

NADCO Marketplace & Networking Breakfast
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8


9:00 AM – 9:30 AM

Welcome Remarks

JW Grand Ballroom - Salons 1-5
Speakers:
Rhonda Pointon, President & CEO
National Association of Development Companies
Katie Frost, Associate Administrator
U.S. Small Business Administration

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.


9:30 AM – 10:30 AM

General Session 1 – SBA Live: Latest SOP + Policy News

JW Grand Ballroom Salons 1-5
Invited Speakers:
Alex Contreras, Acting Director, Office of Financial Assistance
U.S. Small Business Administration
Linda Reilly, Chief, 504 Loan Division, Office of Financial Assistance
U.S. Small Business Administration
Valerie 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

SBA’s policy team from the Office of Financial Assistance and the Office of General Counsel will share recent SOP and policy changes. Come for our extensive Q&A to get all the latest information.


10:30 AM – 11:00 AM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8


11:00 AM – 12:00 PM

Breakout Session 1 – Community Advantage: Now and the Future
*CDC Board | Executive | Management Track*

3rd Floor Rooms 303-304
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
Todd Buchanan, President
Greater Texas Capital Corporation
John Evans, CEO
Mountain West Small Business Finance
Patti Kibbe, President & CEO
Evergreen Business Capital
Moderator:
Renée Bender, SVP Government Relations
National Association of Development Companies

Are you an approved Community Advantage SBLC looking to gain valuable insights into leveraging the program to support small businesses? This session will cover the current landscape for CA SBLCs, its impact on local communities, and the future direction of CA SBLC lending. Hear from the SBA team members who oversee the program and tips from CDC colleagues on how they use CA SBLC loans to support underserved borrowers.

Breakout Session 2 – Know Your Customer: Lending Partners, CDCs, and Borrowers
*BDO | Loan Officer | Marketing | Third Party Lender Track*

3rd Floor Rooms 301-302
Speakers:
Danny Mangum, EVP and Chief Operating Officer
Mountain West Small Business Finance
Mark Mayhew, EVP and Chief Lending Officer
Florida Business Development Corporation
Mark McCune, EVP and Chief Lending Officer
Bank Five Nine
Moderator:
Bill Habermeyer, President & CEO
Florida Business Development Corporation

Are you maximizing the potential of your relationships? Join us to discover how minor adjustments in communication can significantly enhance the experiences of your borrowers and lending partners. Learn about various communication styles and their optimal applications, along with strategies for managing expectations to ensure everyone remains productive, informed, and aligned.

Breakout Session 3 – Closing: Documenting Project Costs + Hot Topics
*Closing | Servicing | Processing | Support Track*

4th Floor Rooms 402-403
Speakers:
Valerie Parente, Senior Counsel for 504 Closings & Reviews
U.S. Small Business Administration
Leesa Naimo-Fredette, SVP and General Counsel
Pursuit
Moderator:
Miriam Voigt, Associate Director
Guidehouse – Central Servicing Agent

Join us for an insightful session focused on the critical aspects of closing SBA 504 loans. Learn about best practices for documenting project costs, ensuring compliance, and avoiding common pitfalls. Additionally, we’ll dive into the latest hot topics in the SBA 504 closing landscape. Whether you’re a seasoned 504 closing veteran or new to the field, this session will equip you with the knowledge and tools needed for successful loan closings.


12:00 PM – 1:30 PM

NADCO Marketplace & Networking Luncheon
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8


1:30 PM – 2:30 PM

Breakout Session 4 – Comprehensive Guide to CDC Board Member Roles and Responsibilities
*CDC Board | Executive | Management Track*

3rd Floor Rooms 303-304
Speakers:
Brooke Mirenda, President & CEO
Sunshine State Economic Development Corporation
Sherwood Robbins, Managing Director
Seedcopa
Moderator:
Randy Griffin, President
CSRA Business Lending

Join us as we dive into the essential roles and responsibilities of CDC board members. This session will provide a high-level overview of governance, strategic planning, and compliance requirements. Your management team and board members will gain insights into best practices for effective board leadership beyond just basic SOP requirements. 

Our panel will also cover all the information necessary for CDC Board members to meet their annual certification requirements under SBA regulations that must be included in the CDC’s Annual Report.

Breakout Session 5 – AI Discovery: Opportunities for CDCs
*BDO | Loan Officer | Marketing | Third Party Lender Track*

4th Floor JW Grand Ballroom Salons 1-5
Speakers:
Brett Caines, Chief Executive Officer
Lumos Technologies
Cory Jones, Director of Sales
Lumos Technologies
Moderator:
Ron Lien, Underwriting Manager
TMC Financing

Discover how AI can revolutionize your CDC’s loan processing operations and position your organization at the forefront of technological advancement. Explore the transformative potential of artificial intelligence in the realm of SBA 504 lending and learn how AI can streamline loan operations, enhance decision-making, and uncover new opportunities for growth. And if you’re concerned about the machines taking over the world, fret not, as all of our panelists are guaranteed to be 100% human!

Breakout Session 6 – Borrower Distress: Early Warning Signs
*Closing | Servicing | Processing | Support Track*

4th Floor Rooms 402-403
Speakers:
Jennifer Fitzpatrick, VP, Loan Portfolio Officer
Minnesota Business Finance Corporation
Gabriel Gomez, Executive Vice President
Arizona Capital Source
Laura Keasling, Funding and Portfolio Director
B:Side Capital & B:Side Fund
Louis Silva, President & CEO
Community Investment Corporation

Spotting early signs of borrower distress is like having a financial crystal ball—crucial for effective loan servicing and risk management. Join us to learn about the key indicators of financial trouble and how to tackle potential issues head-on. Our seasoned panel will share their top strategies for monitoring borrower health, communicating like a pro, and mitigating risks to keep your loans performing like rock stars. Don’t miss out on these expert tips to stay ahead of the game!


2:30 PM – 3:00 PM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8


3:00 PM - 3:20 PM

General Meeting of the Members

JW Grand Ballroom Salons 1-5
Speakers:
John Evans, CEO
Mountain West Small Business Finance
NADCO Chairman of the Board
Sara Vanhala, VP/Director of Marketing
Small Business Growth Corporation
NADCO Vice Chairwoman 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.


3:20 PM – 3:30 PM

Hall of Fame Presentation
Introductions and Award Presentions:
Rhonda Pointon, President & CEO
National Association of Development Companies
2024 Inductee:
Frank Keane, Fiscal Agent
Eagle Compliance LLC


3:30 PM – 4:30 PM

General Session 2 – The Wall Street Report: 504 Insights + Updates

JW Grand Ballroom Salons 1-5
Speakers:
Jonathan Sanchez, Director | CMBS Trading
Bank of America Securities
Kavitha Vignarajah, Managing Director
Stifel
Linda Reilly, Chief, 504 Loan Division, Office of Financial Assistance
U.S. Small Business Administration
Glenn Doran, Selling Agent
Eagle Compliance LLC
Moderator:
Frank Keane, Fiscal Agent
Eagle Compliance LLC

504’s Capital Markets Team will share market insights and portfolio updates as we connect with our Wall Street friends.


5:30 PM – 7:30 PM

504PAC Speakeasy Social
Speakeasy
412 Congress Avenue
Austin, TX 78701

Suggested Minimum Contribution to Attend: $75 per person


Jump Back In Time To The Prohibition Era
Join us at the historic Kreisle Building, a City of Austin Historic Landmark that was built in the 1870’s and is now home to Speakeasy, a mainstay of Austin nightlife.

Enjoy beer, wine, and lite bites as you get social (and maybe competitive) bowling in the vintage lanes, playing foosball, shuffleboard and pool, and hanging out on antique couches in the unique mezzanine lounge.


Add an Exclusive Speakeasy Social Bonus Experience:

Contribute at the 504PAC Champion or Patron level for exclusive Speakeasy Social experiences.

$300 - $499 Contribution | VIP Speakeasy Experience | 504PAC Champion
  • Secret codeword to gain access to the prohibition era inspired Speakeasy Kabaret Room, which will include:
    • Live music featuring local Austin talent
    • Speakeasy signature cocktails: the Speakeasy Old Fashioned and the Texas 75, both made with local Texas spirits

$500+ Contribution | Private Whiskey Tasting and VIP Speakeasy Experience | 504PAC Patron
  • Private Whiskey Tasting led by a whiskey expert who will also share history about the speakeasy era and the historic Kreisle Building
  • 504 Whiskey Stones souvenir
  • Secret codeword to gain access to the prohibition era inspired Speakeasy Kabaret Room, which will include:
    • Live music featuring local Austin talent
    • Speakeasy signature cocktails: the Speakeasy Old Fashioned and the Texas 75, both made with local Texas spirits





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Wednesday, November 13
8:00 AM – 4:00 PM

Registration Open
JW Grand Ballroom Foyer


Exhibits Open
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8


8:00 AM – 9:00 AM

NADCO Marketplace & Networking Breakfast
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8


9:00 AM – 10:00 AM

General Session 3 – What’s Next for 504 Technology + Modernization

JW Grand Ballroom Salons 1-5
Invited 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
Bobby Cass, Managing Consultant
Guidehouse - Central Servicing Agent
Moderator:
Carson Pigg, Managing Consultant
Guidehouse - Central Servicing Agent

Join SBA and CSA leadership for all the technology updates, including enhancements to the mySBA loan portal, Lender Match, and funding process improvements.


10:00 AM – 10:30 AM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8


10:30 AM – 11:30 AM

Breakout Session 7 – Best Practices to Prepare for your CDC Annual Report
*CDC Board | Executive | Management Track*

3rd Floor Rooms 303-304
Speakers:
Shayne Bradshaw, Financial Analyst, Office of Credit Risk Management
U.S. Small Business Administration
Thomas Braasch, Executive Director
Capital CDC
Elaine Fairman, Executive Director
Business Expansion Funding Corporation
Mark Williams, President
Michigan CDC
Moderator:
Sara Vanhala, VP/Director of Marketing
Small Business Growth Corporation

Looking to gain insights on one of the most important compliance documents your CDC has to prepare? Join us to ensure your CDC is fully prepared for its annual report with this comprehensive session! Our experts will cover the essential steps and best practices for compiling a thorough and compliant annual report. Learn how to gather and present data effectively, meet regulatory requirements, and highlight your CDC’s achievements and impact.

Breakout Session 8 – Credit Memos that Work Hard for Your CDC
*BDO | Loan Officer | Marketing | Third Party Lender Track*

4th Floor JW Grand Ballroom Salons 1-5
Speakers:
Peter Palsson, Deputy Director, Sacramento Loan Processing Center
U.S. Small Business Administration
Zane Costello, Supervisory Loan Specialist, Sacramento Loan Processing Center
U.S. Small Business Administration
Michael Kinninger, Loan Officer
Twin Cities-Metro CDC
Laura Sawyer, Chief Credit Officer
504 Capital Corporation
Gregg Swanson, SVP Chief Credit Officer
Evergreen Business Capital
Moderator:
Bill Habermeyer, President & CEO
Florida Business Development Corporation

Are you looking to unlock the full potential of your credit memos to drive efficiency and effectiveness within your CDC? Learn how to craft credit memos that not only meet SLPC requirements but also enhance decision-making and streamline your internal lending process. You'll take away best practices for creating detailed, insightful, and actionable credit memos that ensure your credit memos are working as hard as you do to support informed lending decisions.

Breakout Session 9 – NOW Spotlight: CSA Funding Modernization and Operational Updates
*Closing | Servicing | Processing | Support Track*

4th Floor Rooms 402-403
Speakers:
Adam Barre
Central Servicing Agent
Mark Foeckler
Central Servicing Agent
Ben McCool
Central Servicing Agent
Eric Moreno
Central Servicing Agent
Moderator:
Carson Pigg
Central Servicing Agent

The future of funding is here! Join the CSA team as they provide a comprehensive tutorial on the new modernized funding process, ensuring you are equipped with the knowledge and tools to navigate these changes effectively. Additionally, the team will cover other updates to CDC Online and Servicing processes.


11:30 AM – 11:40 AM

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


11:40 AM – 12:30 PM

Community Impact Event
JW Grand Ballroom Salons 1-5
The Community Impact Awards Presentation
Introductions and Award Presentions:
Rhonda Pointon, President & CEO
National Association of Development Companies
John Evans, CEO
Mountain West Small Business Finance
Deep Dive: Third Party Lenders
Panelists:
Greg Freeman, Business Development Officer
Mountain America Credit Union
Shelly Johnson, EVP, Operations, Strategy and Risk
Zions Bank
G. Todd Massas, Chief Operating Officer
Harvest Small Business Finance, LLC
Drew Piazza, Senior Vice President
Bank of America
Bill Sommer, Senior Director, SBA 504 Lending
First Citizens Bank
Nick Stoneman, VP, SBA Lending and Credit Administrator
CalPrivate Bank
Moderators:
Erik Adams, Executive Vice President
Bay Colony Development Corp.
Chris Topping, Chief Lending Officer
504 Capital Corporation

Erik Adams and Chris Topping will host a panel with our Third Party Lender award winners, highlighting how to leverage collaborative relationships and sharing best practices for becoming a lender's preferred CDC.


12:30 PM – 1:30 PM

NADCO Marketplace & Networking Luncheon
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8


1:30 PM – 2:30 PM

Breakout Session 10 – Determining if your CDC should integrate AI into your CDC Operations
*CDC Board | Executive | Management Track*

3rd Floor Rooms 303-304
Speakers:
Rob Drover, VP - Business Solutions
Marcum Technology
Moderator:
Tony Barengo, Head of Commercial Real Estate
CDC Small Business Finance Corporation

Discover the high-level organizational implications of AI and how it can revolutionize your CDC’s operations, positioning your organization to take advantage of cutting-edge technology. Gain insights on how to address the regulatory and compliance considerations essential for integrating AI into your processes, ensuring your organization remains compliant while leveraging AI to improve overall operations.
Bonus Takeaway: A best practices handout to help you develop AI policy guidelines for governance and compliance issues.

Breakout Session 11 – Leveraging the Power of LinkedIn
*BDO | Loan Officer | Marketing | Third Party Lender Track*

4th Floor Rooms 402-403
Speaker:
Penina Goodman, Brand and Marketing Strategist
National Association of Development Companies

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.
Bonus Topic: A brief discussion on AI and Marketing.

Breakout Session 12 – ETRAN Data Entry for Proper T&C
*Closing | Servicing | Processing | Support Track*

3rd Floor Rooms 301-302
Speakers:
Zane Dulin, Program Analyst, Office of Performance Systems Management
U.S. Small Business Administration
David Brooks, CEO
Cirrus Secure
Julie Middleton, VP of Sales and Support
Ventures Lending Technologies
Miriam Voigt, Associate Director
Guidehouse – Central Servicing Agent
Moderator:
Evan Shaw, SVP - External Affairs
National Association of Development Companies

Are you aiming to enhance loan submission times and expedite SLPC package approvals? Our panel will share best practices for ETRAN data entry for generating an accurate Terms and Conditions document. Gain the expertise to navigate the ETRAN system with confidence, ensuring your data entry is precise, compliant, and efficient.


2:30 PM – 3:00 PM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8


3:00 PM – 4:00 PM

General Session 4 – Post-Election: Reflections and 2025 Forecast

JW Grand Ballroom Salons 1-5
Speakers:
Peter Johnson, Senior Counsel
Chairwoman Jeanne Shaheen
U.S. Senate Small Business and Entrepreneurship Committee
Devon Redfield, Senior Professional Staff
Ranking Member Joni Ernst
U.S. Senate Small Business and Entrepreneurship Committee
Elisabeth Conklin, Professional Staff Member
Chairman Roger Williams
U.S. House Committee on Small Business
Rick Erkel, Deputy Chief of Staff
Ranking Member Nydia Velázquez
U.S. House Committee on Small Business
Moderator:
Renée Bender, SVP Government Relations
National Association of Development Companies

Join our congressional panel for the latest post-election information, including expectations for end of the year congressional activity and what the results mean for next Congress. You won’t want to miss this timely conversation!


Regional Caucuses 4:00 PM – 4:30 PM

Region 1 Caucus
4th Floor Rooms 402-403
Region 2 Caucus
4th Floor Rooms 402-403
Region 3 Caucus
3rd Floor Rooms 303-304
Region 4 Caucus
JW Grand Ballroom Salons 1-5
Region 5 Caucus
JW Grand Ballroom Salons 1-5
Region 6 Caucus
3rd Floor Rooms 303-304
Region 7 Caucus
3rd Floor Rooms 301-302
Region 8 Caucus
3rd Floor Rooms 301-302
Region 9 Caucus
JW Grand Ballroom Salons 1-5
Region 10 Caucus
JW Grand Ballroom Salons 1-5


5:15 PM

Take a leisurely stroll from the hotel to Banger's Sausage House & Beer Garden - 0.6 miles away from the hotel. Not up for a walk, take advantage of the low-priced Ryde Golf Cart Cabs - download the ride circuit app to request a ride.




5:30 PM – 9:30 PM

NOW Banger's Bash

Banger's Sausage House & Beer Garden

79 Rainey Street
Austin, TX 78701

It’s time to eat, drink and hang out, Austin-style!

Get ready for homemade sausages, an 200 beers on tap, and good times with NADCO staff and Board Members, the SBA team, CDC colleagues, partners, and sponsors.

Banger’s Sausage House & Beer Garden is all about being a wonderful place to eat, drink, and hangout. Not too rowdy, not too laid back, just a good old fashioned good time.

We’ll be celebrating FY24 with live music, make your own spice rubs, caricaturists, games, photo ops, and much, much more!


9:30 PM

This is the final close for the NOW Banger's Bash so feel free to take your colleagues out to enjoy all that Austin has to offer in the fabulous downtown.


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Thursday, November 14
8:00 AM – 11:30 AM

Registration Open
JW Grand Ballroom Foyer


Exhibits Open
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8


8:00 AM – 9:00 AM

NADCO Marketplace & Networking Breakfast
Exhibitor Marketplace – JW Grand Ballroom Salons 6-8


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

3rd Floor Rooms 303-304
(Invitation Only – Breakfast Served)


9:00 AM – 9:15 AM

Announcement of the New NADCO Board of Directors and Officers

JW Grand Ballroom Salons 1-5
Rhonda Pointon, President & CEO
National Association of Development Companies

The newly elected NADCO Board of Directors and Officers will be announced.


9:15 AM – 10:15 AM

General Session 5 – Top Tips: Successful Portfolio Management in FY25

JW Grand Ballroom Salons 1-5
Invited Speakers:
Eddie Ledford, Deputy Director, Office of Credit Risk Management
U.S. Small Business Administration
Paul Kirwin, Chief of the SBA Supervised Lender Oversight Team
U.S. Small Business Administration
Shayne Bradshaw, Financial Analyst, Office of Credit Risk Management
U.S. Small Business Administration
Betty Hill, Senior Financial Analyst, Community Advantage Program
U.S. Small Business Administration
Moderator:
Ann Munroe, President
Capital Matrix

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 – JW Grand Ballroom Salons 6-8


10:30 AM – 11:30 AM

General Session 6 – Processing Center News: Best Practices + What’s Next

JW Grand Ballroom Salons 1-5
Speakers:
Jihoon Kim, Director, Office of Financial Program Operations
U.S. Small Business Administration
Martin Andrews, Deputy Director, Office of Financial Program Operations
U.S. Small Business Administration
Peter Palsson, Deputy Center Director, Sacramento Loan Processing Center
U.S. Small Business Administration
Zane Costello, Supervisory Loan Specialist, Sacramento Loan Processing Center
U.S. Small Business Administration
Moderator:
Hilda Kennedy, President
AmPac Business Capital

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
3rd Floor Rooms 303-304 Foyer


1:00 PM – 3:30 PM

Specialty Workshop

Increasing Opportunities with 504 Debt Refinance Programs

NOTE: There is a separate registration fee for the workshop.
3rd Floor Rooms 303-304
Panel of Experts:
Briana Rickertsen, Production Manager
B:Side Capital
Evan Shaw, SVP – External Affairs
National Association of Development Companies
Wayne Williams, EVP – Regulatory Affairs and Training
National Association of Development Companies

SBA published the final rule on 504 debt refinance programs in November 2023 and additional changes are coming to further streamline and simplify program requirements and improve borrower access. 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 14
8:00 AM – 5:00 PM

IMPORTANT: The training courses have a completely separate registration process from NOW’24 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
3rd Floor Rooms 301-302 Foyer


8:00 AM – 9:00 AM

NADCO Networking Breakfast
3rd Floor Rooms 301-302 5-6 Foyer


9:00 AM – 5:00 PM

504 Loan Closing Course
3rd Floor Rooms 301-302
Instructors:
Todd Kobernick, Attorney
Kobernick & Kanelos PC
Christina Gabriel Kanelos, Attorney
Kobernick & Kanelos PC

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
3rd Floor Rooms 301-302 Foyer


12:00 PM – 1:00 PM

Lunch on Your Own


2:30 PM – 3:00 PM

NADCO Networking Break
3rd Floor Rooms 301-302 Foyer


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

Registration Open
3rd Floor Rooms 301-302 Foyer


8:00 AM – 9:00 AM

NADCO Networking Breakfast
3rd Floor Rooms 301-302 Foyer


9:00 AM – 5:00 PM

504 Loan Closing Course
3rd Floor Rooms 301-302
Instructors:
Todd Kobernick, Attorney
Kobernick & Kanelos PC
Christina Gabriel Kanelos, Attorney
Kobernick & Kanelos PC

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
3rd Floor Rooms 303-304
Instructors:
Wayne Williams, EVP – Regulatory Affairs and Training
National Association of Development Companies
Briana Rickertsen, Production Manager
B:Side Capital
Evan Shaw, SVP – External Affairs
National Association of Development Companies

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
3rd Floor Rooms 301-302 Foyer


12:00 PM – 1:00 PM

Lunch on Your Own


2:30 PM – 3:00 PM

NADCO Networking Break
3rd Floor Rooms 301-302 Foyer


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