SPRING SUMMIT SCHEDULE

(please watch for ongoing updates)

2024 Spring Summit: May 5-8 | 2024 Spring Board Meeting: May 8-9








Sunday, May 5
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 2024!! 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.


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Monday, May 6
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 & CEO
National Association of Development Companies
Katie Frost, Associate Administrator, Office of Capital Access
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.


9:20 AM – 10:30 AM

General Session 1 – Policy Updates from SBA HQ
Grand Ballroom Salons 1-4
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

Meet the new acting head of the Office of Financial Assistance and hear directly from the policy makers at SBA HQ with all the latest information impacting you, your small business borrowers, and lending partners. Get updates on recent notices that improve 504 lending and streamline CDC delivery of 504 loans and perhaps get a sneak peak of new SBA initiatives.


10:30 AM – 11:00 AM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – Grand Ballroom Foyer


11:00 AM – 12:00 PM

Breakout Session 1 – The State of Community Advantage Lending

*CDC Board | Executive | Management Track*

Studio B
Speakers:
Susan Streich, Director, Office of Credit Risk Management
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:
John Evans, President & CEO
Mountain West Small Business Finance

Join us for a robust conversation on the state of community advantage lending and how the transition to CA SBLC is expanding access to working capital for underserved communities.
Breakout Session 2 – Hot Topics: SOP + Eligibility

*BDO | Loan Officer | Marketing | Third Party Lender Track*

Studio D
Speakers:
Linda Reilly, Chief, 504 Loan Division, Office of Financial Assistance
U.S. Small Business Administration
Andrew Bergmanson, Financial and Loan Specialist
U.S. Small Business Administration
Greg Suryadi, Financial and Loan Specialist
U.S. Small Business Administration
Moderator:
Briana Rickertsen, Production Manager
B:side Capital
Wayne Williams, EVP – Regulatory Affairs and Training
National Association of Development Companies

Lots of changes in 504 lending over the last year – affiliation, franchise, streamlined underwriting, debt refi improvements, etc. Join our panel of experts as they recap frequently asked SOP eligibility and CDC operations questions coming in from the field. Plus, extensive Q&A for all your latest concerns.
Breakout Session 3 – Closing Hot Topics

*Closing | Servicing | Processing | Support Track*

Studio E
Speakers:
Kisha Gant, SVP, Closing & Servicing
TMC Financing
Valerie Parente, Senior Counsel for 504 Closings & Reviews
U.S. Small Business Administration
Moderator:
Miriam Voigt, Managing Consultant
Guidehouse – Central Servicing Agent

Timing of No Adverse Change Determinations, improving 327 submissions to SLPC, documenting use of proceeds and borrower contribution, and other hot topics that impact your 504 loan closing. Join our panel of experts for best practices, relevant information, and timely tips to close your loan without delay.


12:00 PM – 12:15 PM

Break


12:15 PM – 1:30 PM

Celebrating Connection Luncheon
Grand Ballroom Salons 1-4

You asked for it and we are delivering! One of the biggest requests we receive is more time to connect with your peers during our events. We encourage you to take advantage of our Connection Luncheon to network with fellow attendees.

A few tips:
  • Introduce yourself to someone new over lunch and learn about their CDC lending experience
  • Have lunch with someone you meet during one of the breakout sessions
  • Join a table filled with people you don’t know

After every NADCO event, we not only hear about the great content but also about the value of connecting with people from other CDCs to share best practices and successes.

Enjoy!!

1:30 PM – 1:45 PM

Break


1:45 PM – 2:45 PM

Breakout Session 4 – Meeting the Mission: Initiatives for Other Economic Development

*CDC Board | Executive | Management Track*

Studio B
Speakers:
Bill Habermeyer, President & CEO
Florida Business Development Corp.
Hilda Kennedy, President
AmPac Business Capital
Randy Kyle, Director of Governance and Compliance
WBD, Inc.
Moderator:
Sara Vanhala, VP/Director of Marketing
Small Business Growth Corporation

Come hear about unique Economic Development programs several CDCs have created to support their communities and mission. The roundtable discussion will be inspiring and share best practices for meeting SBA's requirements for other economic development.
Breakout Session 5 – Hot Topics: SOP + Eligibility (REPEAT of Breakout Session 2)

*BDO | Loan Officer | Marketing | Third Party Lender Track*

Studio D
Speakers:
Linda Reilly, Chief, 504 Loan Division, Office of Financial Assistance
U.S. Small Business Administration
Andrew Bergmanson, Financial and Loan Specialist
U.S. Small Business Administration
Greg Suryadi, Financial and Loan Specialist
U.S. Small Business Administration
Moderator:
Briana Rickertsen, Production Manager
B:side Capital
Wayne Williams, EVP – Regulatory Affairs and Training
National Association of Development Companies

Lots of changes in 504 lending over the last year – affiliation, franchise, streamlined underwriting, debt refi improvements, etc. Join our panel of experts as they recap frequently asked SOP eligibility and CDC operations questions coming in from the field. Plus, extensive Q&A for all your latest concerns.
Breakout Session 6 – Get to Know Redwood - The New Loan Scoring Model

*Closing | Servicing | Processing | Support Track*

Studio E
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
Josh Dykema, Management and Program Analyst, Office of Performance Systems Management
U.S. Small Business Administration
Patrick G. Bennett, Specialist Leader | Risk and Financial Advisory
Deloitte & Touche LLP
Moderator:
Todd Buchanan, President
Greater Texas Capital Corporation

“Redwood” is the new loan scoring model in town. Join our panel for a deep dive discussion of SBA’s design and implementation of this new model replacing SBPS scores and how it impacts your individual loans and your overall CDC rating.


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 Overview 2024
Grand Ballroom Salons 1-4
Speakers:
Susan Streich, Director, Office of Credit Risk Management
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:
Sherwood Robbins, Managing Director
Seedcopa

Recession worries appear to be in the rearview window, but inflation remains stubborn. As the economic climate continues to improve, portfolio management is still critical to CDC operations. Hear all the latest from the OCRM leadership team including an overview of the Lender Portal and Redwood Scores.


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Tuesday, May 7
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 News
Grand Ballroom Salons 1-4
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
Carson Mullins, Managing Consultant
Guidehouse – Central Servicing Agent
Moderator:
Miriam Voigt, Managing Consultant
Guidehouse – Central Servicing Agent

SBA continues its historic investments in technology to improve program delivery and borrower oversight, including expanding their risk mitigation framework into 504 and 7(a) lending. The panel will share all the latest on compliance codes and validation errors, enhanced Lender Match, and updates on SBA’s roadmap to technology modernization.


10:15 AM – 10:45 AM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – Grand Ballroom Foyer


10:45 AM – 11:45 AM

General Session 4 – HQ/SLPC Update: Efficient Loan Processing & Servicing
Grand Ballroom Salons 1-4
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
Adrienne D. Grierson, Deputy Director, Portfolio Management and Quality Control
U.S. Small Business Administration
Annette May, Center Director, Sacramento Loan Processing Center
U.S. Small Business Administration
John Rash, Supervisory Loan Specialist
U.S. Small Business Administration
Moderator:
Brooke Mirenda, President & CEO
Sunshine State Economic Development Corporation

Join the leadership team from SBA Headquarters and SLPC as they share important updates on efficient and effective program delivery, customer service initiatives, and ongoing collaboration between SBA and the CDC industry.


11:45 AM – 12:00 PM

Break


12:00 PM – 1:15 PM

Fireside Chat with the SBA Administrator
Grand Ballroom Salons 1-4
Speakers:
Isabel Casillas Guzman, 27th Administrator
U.S. Small Business Administration
Rhonda Pointon, President & CEO
National Association of Development Companies
Manuel Flores, President & CEO
SomerCor 504, Inc.

Our special guest, Administrator Guzman, will be joining us for a fireside chat with NADCO representatives to discuss her vision for the CDC industry, and her top initiatives that support small business lending.


1:15 PM – 1:30 PM

Break


1:30 PM – 2:30 PM

Breakout Session 7 – Demystifying the 504PAC

*CDC Board | Executive | Management Track*

Studio B
Speakers:
James Conroy, President
Pursuit CDC
C. Randall Nuckolls, Senior Counsel
Dentons US LLP
Moderator:
Renée Bender, SVP Government Relations
National Association of Development Companies

Do you ever wonder why NADCO holds a PAC event for each of our conferences? Are you curious to know how the 504PAC supports the work you do every day? If you answered yes, or have other questions about the PAC, join us for this dynamic session where we’ll answer these questions and many more. Spring Summit is the perfect time to learn more about the PAC and this is the session for you!
Breakout Session 8 – Improving 504 Loan Packages and 327 Actions

*BDO | Loan Officer | Marketing | Third Party Lender Track*

Studio D
Speakers:
Annette May, Center Director, Sacramento Loan Processing Center
U.S. Small Business Administration
John Rash, Supervisory Loan Specialist
U.S. Small Business Administration
Moderator:
Bill Habermeyer, President & CEO
Florida Business Development Corp.

Join the SLPC team as they share best practices and timely tips to improve loan application submissions and 327 actions to get approvals with no screen-outs.
Breakout Session 9 – CSA: Operational Update

*Closing | Servicing | Processing | Support Track*

Studio E
Speakers:
Bobby Cass
Central Servicing Agent
Eric Moreno
Central Servicing Agent
Ben McCool
Central Servicing Agent
Kyle Breslin
Central Servicing Agent
Krista Ortenzi
Central Servicing Agent

Join the CSA team for all the latest operational updates to better serve your 504 borrowers.


2:30 PM – 2:45 PM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – Grand Ballroom Foyer


2:45 PM – 3:45 PM

General Session 5 – 504 Debenture Rates: Performance, What’s New and What’s Ahead
Grand Ballroom Salons 1-4
Speakers:
Karen Cady, Director, Structured Products
Stifel
Rich Sigg, Managing Director
Bank of America Securities
Linda Reilly, Chief, 504 Loan Division, Office of Financial Assistance
U.S. Small Business Administration
Steve Van Order, Selling Agent
Eagle Compliance LLC
Moderator:
Frank Keane, Fiscal Agent
Eagle Compliance LLC

Our experts will discuss 504 loan program performance, economic influences, and the interest rate environment ahead.


4:15 PM

Buses Depart for the 504PAC Reception
Front Hotel Entrance


5:00 PM – 6:30 PM

504PAC Reception
Wasserman Room
430 South Capitol Street, S.W.
Washington, DC 20003

Special Guest:

Congresswoman Nydia M. Velázquez
Ranking Member
U.S. House Small Business Committee

The past few years have brought new challenges to the CDC industry, but many long-time champions have remained the same. One of the CDC industry’s most stalwart supporters, House Small Business Committee Ranking Member Nydia Velázquez, will be our special guest for this year’s PAC event. Ranking Member Velázquez has tirelessly worked with her colleagues, and with NADCO, to ensure CDCs have the continuity and the tools you need to provide capital to small businesses through delivery of the 504, Community Advantage, and Microloan programs.

We are honored to host this event and invite you to join us for conversation, cocktails, and congressional insights from a longtime member and CDC supporter!

Suggested minimum contribution to attend: $175 per person made directly to the candidate's campaign fund




6:30 PM

Buses Depart for the Hotel
Location Entrance


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Wednesday, May 8
7:30 AM

Buses Depart for the Congressional Meet & Greet
Hotel Front Entrance


8:30 AM – 10:00 AM

Congressional Meet & Greet
Hart Senate Office Building, Room 216 - The Judiciary Committee Hearing Room
120 Constitution Avenue, N.E.
Washington, DC 20002

Introductions and Panel Moderators:
Renée Bender, SVP Government Relations
National Association of Development Companies
James Conroy, President
Pursuit CDC
Congressional Staff Panel of Experts:
Peter Johnson, General Counsel
Chairman Ben Cardin
U.S. Senate Small Business and Entrepreneurship Committee
Samantha Scoca
Ranking Member Joni Ernst
U.S. Senate Small Business and Entrepreneurship Committee
Rick Erkel, Deputy Chief of Staff
Ranking Member Nydia Velázquez
U.S. House Committee on Small Business

One of the primary unique factors about the CDC industry is our reliance on the federal government for our ability to operate and deliver 504, Community Advantage, and other SBA programs. We are privileged to engage with the staff and members of the Small Business Committees each year during our Spring Summit. This year, we look forward to the latest staff updates, including dynamics during an election year and small business priorities. Join us for breakfast, engaging conversation, and get your burning questions answered!


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 8
4:00 PM – 5:00 PM

NADCO, DCF LLC, DCFC Boards and NADCO Staff Only – No Members or Guests

DCFC Board of Directors Meeting - CLOSED Session
DCF LLC Board of Managers Meeting - CLOSED Session
NADCO Board of Directors Meeting – CLOSED Session

Studio D


5:00 PM – 6:00 PM

NADCO Board of Directors Reception

Studio A Terrace
Invitation Only


Board of Directors Meeting - Thursday, May 9
8:00 AM – 9:00 AM

NADCO Marketplace & Networking Breakfast
Studio D


9:00 AM – 2:00 PM

Directors, All Members and Invited Guests:

NADCO Board of Directors Meeting – OPEN Session

Studio D
Breakfast and Lunch Served


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