SPRING SUMMIT SCHEDULE
2023 Spring Summit
May 7-10, 2023
May 7-10, 2023
2023 Spring Summit: May 7-10 | 2023 Spring Board Meeting: May 10-11
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.
| Sunday, May 7 |
| 3:00 PM – 7:00 PM |
Registration Open
Grand Ballroom Foyer
| 3:00 PM – 5:00 PM |
Exhibitor Set Up
Exhibitor Marketplace – Grand Ballroom Foyer
Exhibitors are allowed to begin setting up their booths for the evening Welcome Reception.
| 5:30 PM – 7:30 PM |
Exhibits Open
Exhibitor Marketplace – Grand Ballroom Foyer
Welcome Reception
Exhibitor Marketplace – Grand Ballroom Foyer
(Open to all Conference Attendees)
Join us for appetizers and drinks as we kick off NADCO’s Spring Summit 2023!! The Welcome Reception is your first opportunity to connect with colleagues, speakers, and friends; it’s 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 Spring Summit 2023 Exhibitor Game to make sure you’re in the running for one of our premium prizes! Visit all of our exhibitor booths, learn about our wonderful vendors and all the services available to you, collect your Game Stickers to complete your game board, and submit it to the registration desk by the end of the afternoon break on Tuesday, May 9. The winners will be announced at the beginning of General Session 5.Top of Page
| Monday, May 8 |
| 8:00 AM – 5:00 PM |
Registration Open
Grand Ballroom Foyer
Exhibits Open
Exhibitor Marketplace – Grand Ballroom Foyer
Capitol Hill Visits
(Visit your Senate and House Members throughout the Conference)
| 8:00 AM – 9:00 AM |
NADCO Marketplace & Networking Breakfast
Exhibitor Marketplace – Grand Ballroom Foyer
| 9:00 AM – 9:20 AM |
Welcome Remarks
Grand Ballroom Salons 1-4
Speakers:
Rhonda Pointon, President & CEONational 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.
| 9:20 AM – 10:30 AM |
General Session 1 – SBA Policy Makers: Regulatory and Procedure Update
Grand Ballroom Salons 1-4
Speakers:
Dianna Seaborn, Director, Office of Financial AssistanceU.S. Small Business Administration
Linda Reilly, Chief, 504 Loan Division, Office of Financial Assistance
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 TrainingNational Association of Development Companies
Hear directly from the policy makers at SBA HQ with the latest information directly impacting you, your small business borrowers, and lending partners. Get updates on proposed rules streamlining affiliation and other lending criteria. With SBA on the cusp of publishing a new SOP, you won’t want to miss this session.
| 10:30 AM – 11:00 AM |
NADCO Marketplace & Networking Break
Exhibitor Marketplace – Grand Ballroom Foyer
| 11:00 AM – 12:00 PM |
Breakout Session 1 – Community Advantage Roundtable
*CDC Board | Executive | Management Track*Studio BSpeakers:Dianna Seaborn, Director, Office of Financial AssistanceU.S. Small Business Administration Ginger Allen, Chief, 7(a) Loan Division, Office of Financial Assistance U.S. Small Business Administration 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 Betty Hill, Senior Financial Analyst, Community Advantage Program U.S. Small Business Administration Moderator:Renée Bender, VP Government RelationsNational Association of Development Companies Join us for a robust conversation on the future of this critical program providing access to working capital for underserved communities. |
Breakout Session 2 – Building Broker, TPL, and CDC Strategic Partnerships
*BDO | Loan Officer | Marketing | Third Party Lender Track*Studio DSpeakers:Sean Filley, Executive Vice PresidentNewtek Business Lending Mark Mayhew, Senior Lender Florida Business Development Corporation Chris Sanders, Owner Sanders Law Group Moderator:Bill Habermeyer, President & CEOFlorida Business Development Corp. Top performing CDCs source 504 opportunities from a variety of referral partners. Join us for this important panel discussing how CDCs, lending partners, and the broker community can work together to get critical capital to small businesses. |
Breakout Session 3 – 504 Loan “Authorization” Update
*Closing | Servicing | Processing | Support Track*Studio ESpeakers:TBDTBD SBA recently published a final rule removing the requirement for a Loan Authorization in the 7(a) and 504 loan programs. Come hear the latest breaking news of any terms and conditions document that may replace the SBA Loan Authorization. |
| 12:00 PM – 12:15 PM |
Break
| 12:15 PM – 1:30 PM |
Fireside Chat with the Administrator
Grand Ballroom Salons 1-4
Speakers:
Isabella Casillas Guzman, 27th AdministratorU.S. Small Business Administration
Rhonda Pointon, President & CEO
National Association of Development Companies
Matt Davis, President
Southland EDC
Hilda Kennedy, President
AmPac Business Capital
Our opening day Fireside Chat features a very special guest, Isabella 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 vision for 2023 and what is on the horizon for the 504 and Community Advantage Loan Programs, and the small business community.
| 1:30 PM – 1:45 PM |
Break
| 1:45 PM – 2:45 PM |
Breakout Session 4 – In The Spotlight: 2023 Compensation and Benefits Survey*CDC Board | Executive | Management Track*Studio BSpeakers:Greg Manns, Senior Vice PresidentIndustry Insights Moderator:Denise Ripley, VP - Regulatory Affairs, Training & SupportNational Association of Development Companies Join us for an overview of the 2023 Comp and Benefit Survey, a NADCO member benefit that offers critical information to be considered by CDC leadership. Don’t miss this opportunity to learn about the results and how they may impact your operations. |
Breakout Session 5 – Deep Dive: Affiliation Changes and the Soon-To-Be Released SOP*BDO | Loan Officer | Marketing | Third Party Lender Track*Studio DSpeakers:Linda Reilly, Chief, 504 Loan Division, Office of Financial AssistanceU.S. Small Business Administration Greg Suryadi, Financial and Loan Specialist U.S. Small Business Administration Moderator:Wayne Williams, EVP – Regulatory Affairs and TrainingNational Association of Development Companies Join us for a deep exploration of SBA’s new affiliation rules and other anticipated changes in the soon-to-be released updated SOP. |
Breakout Session 6 – Closing Hot Topics: Title Issues and Restrictive Covenants*Closing | Servicing | Processing | Support Track*Studio ESpeakers:Lucy Gardner Davis, Esq.Lucy Davis Law, PLLC LaKisha Gant, EVP Loan Integrator AmPac Business Capital Valerie A. Parente, Senior Counsel for 504 Closings & Reviews U.S. Small Business Administration Moderator:Miriam Voigt, Managing ConsultantGuidehouse – Central Servicing Agent Title issues on 504 loans, including deed restrictions and restrictive covenants, can impact your 504 loan closing. The CDC must properly document its file and, in many cases, the information must be fully disclosed to and approved by SLPC. Get relevant information and timely tips from our panel of experts to assure your 504 loan closes without delay. |
| 2:45 PM – 3:15 PM |
NADCO Marketplace & Networking Break
Exhibitor Marketplace – Grand Ballroom Foyer
| 3:15 PM – 4:30 PM |
General Session 2 – OCRM Expert Panel: 504 Portfolio Management in Today’s Economic Climate
Grand Ballroom Salons 1-4
Speakers:
Susan Streich, Director, Office of Credit Risk ManagementU.S. Small Business Administration
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:
James Conroy, PresidentPursuit CDC
With continued supply chain interruptions, inflation, and a possible recession, hear from our panel of OCRM experts on best practices to navigate portfolio management during this uncertain economic climate.
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| Tuesday, May 9 |
| 8:00 AM – 5:00 PM |
Registration Open
Grand Ballroom Foyer
Exhibits Open
Exhibitor Marketplace – Grand Ballroom Foyer
Capitol Hill Visits
(Visit your Senate and House Members throughout the Conference)
| 8:00 AM – 9:00 AM |
NADCO Marketplace & Networking Breakfast
Exhibitor Marketplace – Grand Ballroom Foyer
| 9:00 AM – 10:15 AM |
General Session 3 – 504 Modernization Milestones Roadmap
Grand Ballroom Salons 1-4
Speakers:
Steve Kucharski, Director, Office of Performance Systems ManagementU.S. Small Business Administration
Sheri McConville, Deputy Director, Office of Performance Systems Management
U.S. Small Business Administration
Joshua Dykema, Management and Program Analyst, Office of Performance Systems Management
U.S. Small Business Administration
Moderator:
Carson Mullins, Managing ConsultantGuidehouse - Central Servicing Agent
SBA is making historic investments in technology to improve loan program delivery and lender and borrower oversight. Our panel will detail all the mileposts as we continue on the modernization road designed to create critical efficiencies.
| 10:15 AM – 10:45 AM |
NADCO Marketplace & Networking Break
Exhibitor Marketplace – Grand Ballroom Foyer
| 10:45 AM – 11:45 AM |
General Session 4 – 504 Debenture Rates: Performance, What’s New and What’s Ahead
Grand Ballroom Salons 1-4
Speakers:
Karen Cady, Director, Structured ProductsStifel
Rich Sigg, Managing Director
Bank of America Securities
Linda Reilly, Chief, 504 Loan Division, Office of Financial Assistance
U.S. Small Business Administration
Ken Barnes, Selling Agent
Eagle Compliance LLC
Frank Keane, Fiscal Agent
Eagle Compliance LLC
Our experts will discuss 504 loan program performance, economic influences, and the interest rate environment ahead. In addition, meet the new Selling Agent and Program Underwriter Stifel.
| 11:45 AM – 12:00 PM |
Break
| 12:00 PM – 1:15 PM |
Celebrate Small Business Luncheon
Grand Ballroom Salons 1-4
Introductions:
Rhonda Pointon, President & CEONational Association of Development Companies
2023 Borrower Hall of Fame Inductee and Keynote Speaker:
Joseph F. Suarez, Co-Owner and CFOTexas Tissue Converting, LLC
Join us as we host the 2nd Annual 504 Borrower Hall of Fame Induction. Hear from one of our 504 success stories as they share the story of their company, their experiences working with the 504 program, the impact their project has on their community, and more!
| 1:15 PM – 1:30 PM |
Break
| 1:30 PM – 2:30 PM |
Breakout Session 7 – **REPEAT** Deep Dive: Affiliation Changes and the Soon to be Released SOP*CDC Board | Executive | Management Track*Studio BSpeakers:Linda Reilly, Chief, 504 Loan Division, Office of Financial AssistanceU.S. Small Business Administration Greg Suryadi, Financial and Loan Specialist U.S. Small Business Administration Moderator:Wayne Williams, EVP – Regulatory Affairs and TrainingNational Association of Development Companies Join us for a deep exploration of SBA’s new affiliation rules and other anticipated changes in the soon to be released updated SOP. |
Breakout Session 8 – Expand Your Opportunities with 504 Wholesale Lending*BDO | Loan Officer | Marketing | Third Party Lender Track*Studio DSpeakers:Ken Rosenthal, Sr. AdvisorMomentus Direct Capital Blake Zumbrunnen, National Sales Manager, SVP Zions Bank There are many benefits to using the SBA 504 wholesale market. Help your lending partners retain customers and earn fee income. Using the wholesale SBA 504 1st mortgage market enables your lenders to increase their lending capacity, broaden their credit box, and widen their choices of rates and terms offered to borrowers. Help your lending partner get to “Yes” and reach more small businesses. |
Breakout Session 9 – The Ventures Borrower Portal: Now and What’s to Come*Closing | Servicing | Processing | Support Track*Studio ESpeakers:Tom Brune, PresidentVentures Lending Technologies Julie Middleton, Vice President Sales & Support Ventures Lending Technologies Brittany Varga Wheeler, Product Owner Ventures Lending Technologies Ventures Lending Technologies introduced the borrower portal Apply+ approximately 18 months ago and many lenders have begun to use this feature for incoming borrower applications and documents. This session will provide an overview of its current use. We will also present a mockup for the future design buildout of servicing functionality. We invite you to attend and provide suggestions and feedback for the expanded portal. |
| 2:30 PM – 2:45 PM |
NADCO Marketplace & Networking Break
Exhibitor Marketplace – Grand Ballroom Foyer
| 2:45 PM – 3:45 PM |
General Session 5 – 2023 Vision for 504 Loan Processing
Grand Ballroom Salons 1-4
Speakers:
Jihoon Kim, Director, Office of Financial Program OperationsU.S. Small Business Administration
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:
Rhonda Pointon, President & CEONational Association of Development Companies
Hear directly from the SLPC leadership team, including the new director, Annette May. The panel will share their current priorities, including continued collaboration on efficient and effective program delivery, customer service, and meaningful delegated authority.
| 4:15 PM |
Buses Depart for the 504PAC Reception
Front Hotel Entrance
| 5:00 PM – 6:00 PM |
504PAC Reception
419 New Jersey Avenue, S.E.
Washington, DC 20003
Special Guest:
Representative Roger Williams (R-TX 25th District)Chairman
U.S. House Committee on Small Business
A new Congress is underway bringing changes to the small business landscape on the Hill. As an industry, we want to establish strong working relationships with new leadership and new members of the Small Business Committees to augment the relationships we already enjoy. For this Congress, the biggest leadership changes are the Chairman of the House Small Business Committee and the Ranking Member of the Senate Small Business and Entrepreneurship Committee. The 504PAC event offers the perfect opportunity to engage with a new leader, share the work you do, and have some fun!
NADCO is pleased to announce our “special guest” for the 504PAC event is Representative Roger Williams (TX-25). Representative Williams has taken over the top leadership role as Chairman of the House Small Business Committee. The work of the Committee this Congress will impact the CDC industry and what you do every day. His insights, priorities, and approach to programs like 504 will be invaluable.
Join us for conversation, cocktails, and congressional insights!
| 6:15 PM |
Buses Depart for the Hotel
Location Entrance
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| Wednesday, May 10 |
| 8:00 AM |
Buses Depart for the Monocle
Hotel Front Entrance
| 8:30 AM – 10:00 AM |
Congressional Meet & Greet
The Monocle
107 D Street, N.E.
Washington, DC 20002
Introductions and Panel Moderators:
Renée Bender, VP Government RelationsNational Association of Development Companies
Sara Vanhala, VP/Director of Marketing
Small Business Growth Corporation
Congressional Staff Panel of Experts:
Peter Johnson, General CounselChairman Ben Cardin
U.S. Senate Committee on Small Business & Entrepreneurship
Hunter Koski, Professional Staff Member
Ranking Member Joni Ernst
U.S. Senate Committee on Small Business & Entrepreneurship
Meredith West, Staff Director
Ranking Member Joni Ernst
U.S. Senate Committee on Small Business & Entrepreneurship
Rick Erkel, Deputy Chief of Staff
Ranking Member Nydia Velázquez
U.S. House Committee on Small Business
A new Congress brings new opportunities, new challenges, and importantly – new leadership and staff of the House and Senate Small Business Committees. We’re thrilled to bring together staff of these Committees, which are all new faces this year. Join us for breakfast and conversation with staff of the Committees to learn about them, their work for Small Business Committee leadership, and what we can expect this Congress.
| 10:30 AM – 4:00 PM |
Capitol Hill Visits
(Visit your Senate and House Members throughout the Conference)
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| Board of Directors Meeting - Wednesday, May 10 |
| 4:00 PM – 5:00 PM |
NADCO, DCF LLC, DCFC Boards and NADCO Staff Only – No Members or Guests
NADCO Board of Directors Meeting – CLOSED Session
Potomac Ballroom – Residence Inn Side| 5:00 PM – 6:30 PM |
NADCO Board of Directors Reception
Studio A TerraceInvitation Only
| Board of Directors Meeting - Thursday, May 11 |
| 8:30 AM – 9:30 AM |
NADCO Marketplace & Networking Breakfast
Potomac Ballroom – Residence Inn Side
| 9:30 AM – 3:00 PM |
Directors, All Members and Invited Guests:
NADCO Board of Directors Meeting – OPEN Session
Potomac Ballroom – Residence InnBreakfast and Lunch Served
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