Draft Agenda
2019 Spring Summit and SLPC Workshop
May 19-22, 2019
Renaissance Arlington Capital View
2800 South Potomac Avenue
Arlington, VA 22202
Sunday, May 19 |
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| 1:00 pm – 5:00 pm | Registration Open Grand Ballroom Foyer |
| 1:00 pm – 5:00 pm | Exhibitors Set Up Available Grand Ballroom Foyer |
| 5:30 pm – 7:30 pm | Welcome Reception Grand Ballroom Foyer (Open to all Conference Attendees) |
Monday, May 20 |
|
| 7:30 am – 5:00 pm | Registration Open Grand Ballroom Foyer |
| 7:30 am – 5:00 pm | Exhibits Open Grand Ballroom Foyer |
| 7:30 am – 8:30 am | NADCO Marketplace & Networking Breakfast Grand Ballroom Foyer |
| 8:30 am – 5:00 pm | Capitol Hill Visits Capitol Hill (Visit your Senate and House Members) |
| 8:30 am – 8:45 am | Welcome Remarks Grand Ballroom – Salons 1-4 Barbara A. Vohryzek, President & CEO National Association of Development Companies |
| 8:45 am – 9:45 am | General Session I - Hear from the Directors Grand Ballroom – Salons 1-4 Speakers: William M. Manger, Jr., Associate Administrator, Office of Capital Access U.S. Small Business Administration Jihoon Kim, Director, Office of Financial Program Operations U.S. Small Business Administration Steve Kucharski, Director, Office of Performance Systems Management U.S. Small Business Administration Dianna Seaborn, Director, Office of Financial Assistance U.S. Small Business Administration Susan Streich, Director, Office of Credit Risk Management U.S. Small Business Administration Moderator: Rhonda Pointon, Senior Vice President Regulatory Affairs & Training National Association of Development Companies |
| 9:45 am – 10:45 am | Breakout Session I – OCRM Matters **CDC Board/Executive/Management Track** Studio B Speakers: Susan Streich, Director, Office of Credit Risk Management U.S. Small Business Administration Paul Kirwin, Supervisory Financial Analyst, Office of Credit Risk Management U.S. Small Business Administration Moderator: Matt Davis, President Southland EDC |
| Breakout Session II – Plugging In: Community Partnerships to Broaden Your Reach **BDO/Loan Officer/Marketing/Third Party Lender Track** Studio D Speakers: Hilda Kennedy, President AMPAC TriState CDC Moderator: Randy Kyle, Executive Vice President and COO WBD, Inc. |
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| 9:45 am – 10:45 am | SLPC Workshop Group I
Salon E |
| 10:45 am – 11:15 am | NADCO Marketplace & Networking Break |
| 11:15 am – 12:15 pm | Breakout Session III – Franchise Demystified **BDO/Loan Officer/Marketing/Third Party Lender Track** Studio B Speakers: Stephen J. Olear, Chief Franchise Counsel U.S. Small Business Administration Filip Mielczak, Attorney Advisor U.S. Small Business Administration Moderator: TBD TBD |
| Breakout Session IV – Hot Topics from the Central Servicing Agent **Servicing/Processing/Support Track** Studio D Speakers: Sheri McConville, Information Technology Specialist, Office of Performance Systems Management U.S. Small Business Administration Peter Janson, CSA Team Central Servicing Agent Moderator: Sandy Mortan, Vice President New England Certified Development Corporation |
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| 11:15 am – 12:15 pm | SLPC Workshop Group I - Continued Studio E |
| 12:15 am – 12:30 pm | Break |
| 12:30 pm – 1:45 pm | Keynote and Awards Luncheon Grand Ballroom – Salons 1-4 Introductions: Patrick MacKrell, President & CEO Empire State CDC, The 504 Company Keynote Speaker: Jeff Meier Owner of Battlefield Country Store, 504 Borrower Diamond Awards Presentation: Presenter: Patrick MacKrell, President & CEO Empire State CDC, The 504 Company |
| 1:45 pm – 2:00 pm | Break |
| 2:00 pm – 3:00 pm | Breakout Session I – OCRM Matters (Repeated) **CDC Board/Executive/Management Track** Studio B Speakers: Susan Streich, Director, Office of Credit Risk Management U.S. Small Business Administration Paul Kirwin, Supervisory Financial Analyst, Office of Credit Risk Management U.S. Small Business Administration Moderator: Matt Davis, President Southland EDC |
| Breakout Session V – Securing More Capital: SBA 504 Energy Public Policy Goals **BDO/Loan Officer/Marketing/Third Party Lender Track** Studio D Speakers: James L. Conroy, III, Regional President, Pennsylvania and Upstate NY Empire State CDC, The 504 Company Eric Dixon, Senior Lender Carolina Business Capital, Inc. Moderator: Dana Weiss, SBA 504 Program Manager Partner Energy |
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| 2:00 pm – 3:00 pm | SLPC Workshop Group II Studio E |
| 3:00 pm – 3:30 pm | NADCO Marketplace & Networking Break |
| 3:30 pm – 4:30 pm | Breakout Session VI – Community Advantage Roundtable **CDC Board/Executive/Management Track** Studio B Speakers: Andrea Giles, Supervisory Financial Analyst U.S. Small Business Administration Dianna Seaborn, Director, Office of Financial Assistance U.S. Small Business Administration Dan Upham, Acting Director, Office of Economic Opportunity U.S. Small Business Administration Moderator: Kim Buttemer, Chief Operating Officer CDC Small Business Finance Corporation |
| Breakout Session VII – The SOP, Governance and Closing Updates *BDO/Loan Officer/Marketing/Third Party Lender Track* Studio D Speakers: Nancy Caple, District Counsel, Acting Senior Counsel for 504 Closings and Reviews U.S. Small Business Administration Linda Reilly, Chief, 504 Program Branch, Office of Financial Assistance U.S. Small Business Administration Ginger Allen, Finance and Loan Specialist U.S. Small Business Administration Moderator: Mary Mansfield, President & CEO Bay Colony Development Corp. |
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| 3:30 pm – 4:30 pm | SLPC Workshop Group II - Continued Studio E |
| 4:35 pm – 5:04 pm | General Session II – 504 PAC Updates Grand Ballroom – Salons 1-4 Speakers: Zola Finch, Executive Director RMI Patti Kibbe, President & CEO Evergreen Business Capital Moderator: TBD |
Tuesday, May 21 |
|
| 7:30 am – 4:00 pm | Registration Open Grand Ballroom Foyer |
| 7:30 am – 4:00 pm | Exhibits Open Grand Ballroom Foyer |
| 7:30 am – 8:30 am | NADCO Marketplace & Networking Breakfast Grand Ballroom Foyer |
| 8:30 am – 5:00 pm | Capitol Hill Visits (Visit your Senate and House Members) |
| 8:30 am – 9:15 am | General Session III – e504 Modernization Grand Ballroom – Salons 1-4 Speakers: Steve Kucharski, Director, Office of Performance Systems Management U.S. Small Business Administration Catherine Riddle, Chief Financial and Technology Officer CDC Small Business Finance Corporation |
| 9:15 am – 10:15 am | Breakout Session VIII – 2019 Compensation and Benefits Survey in Detail **CDC Board/Executive/Management Track** Studio B Speakers: Greg Manns, Senior Vice President Industry Insights, Inc. Moderator: Steve Suite, Chief Administrative Officer Mountain West Small Business Finance |
| Breakout Session III – Franchise Demystified (Repeated) *BDO/Loan Officer/Marketing/Third Party Lender Track* Studio D Speakers: Stephen J. Olear, Chief Franchise Counsel U.S. Small Business Administration Filip Mielczak, Attorney Advisor U.S. Small Business Administration |
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| 9:15 am – 10:15 am | SLPC Workshop Group III Studio E |
| 10:15 am – 10:45 am | NADCO Marketplace & Networking Break |
| 10:45 am – 11:45 am | Breakout Session IX – CRE Brokers, Bankers and Building Success **BDO/Loan Officer/Marketing/Third Party Lender Track** Studio B Speakers: Laurie Murphy-Zuiderhof, Vice President Murphy Commercial J.D. Zachry, Senior Vice President, Market Executive Maryland Partners Bank Moderator: Evan Shaw, Chief Credit Officer and Vice President Business Finance Group Inc. |
| Breakout Session IV – Hot Topics from the Central Servicing Agent (Repeated) **Servicing/Processing/Support Track** Studio D Speakers: Sheri McConville, Information Technology Specialist, Office of Performance Systems Management U.S. Small Business Administration Peter Janson, CSA Team Central Servicing Agent Moderator: Sandy Mortan, Vice President New England Certified Development Corporation |
|
| 10:45 am – 11:45 pm | SLPC Workshop Group III - Continued Studio E |
| 11:45 am – 12:00 pm | Break |
| 12:00 pm – 1:00 pm | Keynote and Awards Luncheon Grand Ballroom – Salons 1-4 Introductions: Patrick MacKrell, President & CEO Empire State CDC, The 504 Company Keynote Speaker: Chris Pilkerton, Acting Administrator and General Counsel U.S. Small Business Administration Presenter: Patrick MacKrell, President & CEO Empire State CDC, The 504 Company |
| 1:00 pm – 1:15 pm | Break |
| 1:15 pm – 2:15 pm | Breakout Session VIII – 2019 Compensation and Benefits Survey in Detail (Repeated) **CDC Board/Executive/Management Track** Studio B Speaker: Greg Manns, Senior Vice President Industry Insights, Inc. Moderator: Steve Suite, Chief Administrative Officer Mountain West Small Business Finance |
| Breakout Session VII – The SOP, Governance and Closing Updates (Repeated) **BDO/Loan Officer/Marketing/Third Party Lender Track** Studio D Speakers: Nancy Caple, District Counsel, Acting Senior Counsel for 504 Closings and Reviews U.S. Small Business Administration Linda Reilly, Chief, 504 Program Branch, Office of Financial Assistance U.S. Small Business Administration Ginger Allen, Finance and Loan Specialist U.S. Small Business Administration Moderator: Mary Mansfield, President & CEO Bay Colony Development Corp. |
|
| 1:15 pm – 2:15 pm | SLPC Workshop Group IV Studio E |
| 2:15 pm – 2:45 pm | NADCO Marketplace & Networking Break |
| 2:45 pm – 3:45 pm | Breakout Session IX – CRE Brokers, Bankers and Building Success (Repeated) **BDO/Loan Officer/Marketing/Third Party Lender Track** Studio B Speakers: Laurie Murphy-Zuiderhof, Vice President Murphy Commercial J.D. Zachry, Senior Vice President, Market Executive Maryland Partners Bank Moderator: Evan Shaw, Vice President & Credit Department Manager Business Finance Group Inc. |
| Breakout Session X – 504 Debenture Analytics Dashboard: A Deep Dive **Servicing/Processing/Support Track** Studio D Speakers: Magdalena Oncioiu, IT Development Manager Bank of New York Mellon TBD Jean Wojtowicz, Executive Director Indiana Statewide CDC Board of Managers, Eagle Compliance LLC Moderator: Denise Ripley, Director Regulatory Affairs National Association of Development Companies Program Administrator, Eagle Compliance LLC |
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| 2:45 am – 3:45 pm | SLPC Workshop Group IV - Continued Studio E |
| 4:15 pm | Buses Depart for PAC Event |
| 5:00 pm - 6:00 pm | PAC Event HSP Direct Townhouse 224 C Street, NE Washington, DC 20003 In honor of: Representative Steve Chabot (R-OH) Ranking Member House Committee on Small Business |
| 7:00 pm | Buses Return to Hotel |
Wednesday, May 22 |
|
| 8:00 am | Buses Depart the Congressional Breakfast |
| 8:30 am – 10:00 am | Congressional Breakfast Room SVC 212-10 Breakfast will be served from 8:30 am - 9:00 am Remarks will begin promptly at 9:00 am Capitol Visitors Center, Room TBD First Street, N.E. Washington, DC 20515 ***Please note that all visitors will need to have a government issued ID in order to enter the building*** Introductions: Matt Davis, President Southland EDC Invited Keynote Speaker: TBD TBD TBD Congressional Staff Panel Discussion: Renée Bender, Professional Staff Chairman Marco Rubio U.S. Senate Committee on Small Business & Entrepreneurship Matthew M. Gomez, Esq., Professional Staff Chairwoman Nydia Velázquez House Committee on Small Business Kevin Wheeler, Deputy Staff Director Ranking Member Ben Cardin U.S. Senate Committee on Small Business and Entrepreneurship Robert Yavor, Professional Staff Member Ranking Member Steve Chabot House Committee on Small Business |
| 10:00 am – 5:00 pm | Capitol Hill Visits Capitol Hill (Visit your Senate and House Members) |
