SPRING SUMMIT SCHEDULE

(please watch for ongoing updates)

2025 Spring Summit: May 4-7 | 2025 Spring Board Meeting: May 7-8








Sunday, May 4
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! 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 and to explore our Exhibitor Marketplace.


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Monday, May 5
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 – 9:25 AM

Opening Keynote: SBA Administrator Loeffler
Grand Ballroom Salons 1-4
Introductions:
Rhonda Pointon, President & CEO
National Association of Development Companies
Keynote Speaker:
Kelly Loeffler, Administrator
U.S. Small Business Administration

We are honored to have Administrator Loeffler headline the NADCO Spring Summit. Join us as we hear directly about her priorities along with new plans to empower small businesses and fuel economic growth including the new Made in America Manufacturing Initiative.


9:25 AM – 9:45 AM

A Conversation with SBA Associate Administrator Kimsey
Grand Ballroom Salons 1-4
Speakers:
Thomas Kimsey, Associate Administrator, Office of Capital Access
U.S. Small Business Administration
Rhonda Pointon, President & CEO
National Association of Development Companies

Join us as we welcome Thomas Kimsey, Associate Administrator, Office of Capital Access to the Spring Summit. He will be talking with NADCO President & CEO, Rhonda Pointon about the power of the 504 Loan Program and how the CDC lending industry can best support the SBA’s priorities for small businesses across the country.


9:45 AM – 9:50 AM

Break
Grand Ballroom Salons 1-4


9:50 AM – 11:00 AM

General Session 1 – SBA HQ Report: Policy Updates
Grand Ballroom Salons 1-4
Speakers:
Dianna Seaborn, Deputy Associate Administrator, Office of Capital Access
U.S. Small Business Administration
Jamie Ensley, Senior Advisor, Office of Capital Access
U.S. Small Business Administration
Linda Reilly, Chief, 504 Loan Division, Office of Financial Assistance
U.S. Small Business Administration
Stephen J. Olear, Chief Franchise Counsel and Senior Counsel for 504 Closings & Reviews
U.S. Small Business Administration
Moderator:
Wayne Williams, EVP – Regulatory Affairs and Training
National Association of Development Companies

Get the latest insights straight from SBA HQ policymakers on how new developments impact you, your small business borrowers, and lending partners. Stay informed with updates on recent notices enhancing 504 lending and streamlining CDC loan delivery, and maybe even catch a preview of upcoming SBA initiatives.


11:00 AM – 11:30 AM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – Grand Ballroom Foyer


11:30 AM – 12:30 PM

Breakout Session 1 – Community Advantage SBLC Roundtable

*CDC Board | Executive | Management Track*

Studio B
Speakers:
Dianna Seaborn, Deputy Associate Administrator, Office of Capital Access
U.S. Small Business Administration
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, Office of Credit Risk Management
U.S. Small Business Administration
Nermeen Ghniem, Supervisory Financial Analyst, Office of Credit Risk Management
U.S. Small Business Administration
Moderator:
Renée Bender, SVP Government Relations
National Association of Development Companies

Join industry experts to discuss the latest developments and best practices in the Community Advantage SBLC program. This roundtable will foster growth and success through collaborative insights and shared experiences.
Breakout Session 2 – SBA Franchise Lending: Changes + Opportunities

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

Studio D
Speakers:
Stephen J. Olear, Chief Franchise Counsel and Senior Counsel for 504 Closings & Reviews
U.S. Small Business Administration
Paul Santomauro, Director of Lending and Risk Products
FRANdata
Moderator:
Chris Toppping, Chief Lending Officer
504 Capital Corporation

Explore the current trends in SBA franchise lending, including emerging opportunities and a look at potential changes. Our panel will also discuss best practices to consider when working on franchise loans.
Breakout Session 3 – Closing Roundtable Discussion: Building Efficient Processes

*Closing | Servicing | Processing | Support Track*

Studio E
Moderators:
Darcie Brown, Processing & Closing Manager
Florida First Capital Finance Corporation
Jessica Peychev, VP Closing Department Manager
TMC Financing

Participate in a collaborative discussion focused on building efficient closing processes. Share best practices and innovative solutions to optimize your organization's workflow. Come with a few ideas to share, leave with a few more to take back to your team!


12:30 PM – 1:15 PM

Lunch
Grand Ballroom Salons 1-4


1:15 PM – 2:15 PM

General Session 2 – Navigating New SBA Environmental Procedures
Grand Ballroom Salons 1-4
Speakers:
Stephen J. Olear, Chief Franchise Counsel and Senior Counsel for 504 Closings & Reviews
U.S. Small Business Administration
Eric J. Adams, District Counsel
U.S. Small Business Administration
Derek Ezovski, President
ORMS
AJ Nosek, National Client Manager
Partner Engineering and Science, Inc.
Moderator:
Evan Shaw, SVP - External Affairs
National Association of Development Companies

With recent procedural changes to the SBA Environmental review process, it’s more important than ever to ensure your CDC is compliant with current SOP requirements. Join this all-star panel, as we hear from SBA, as well as industry experts on all things environmental.


2:15 PM – 2:30 PM

Break


2:30 PM – 3:30 PM

Breakout Session 4 – 2025 Compensation and Benefits Trends

*CDC Board | Executive | Management Track*

Studio B
Speakers:
Greg Manns, CPA, Senior Vice President
Industry Insights
Ruben Gonzalez, Data Analyst
Industry Insights
Moderator:
Denise Ripley, VP – Regulatory Affairs, Training & Support
National Association of Development Companies

Dive into the latest trends and data from our comprehensive survey on compensation and benefits. This session will provide valuable insights for your organization's strategic planning and employee retention.
Breakout Session 5 – The Credit Experts: Underwriting Large Manufacturing Projects

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

Studio D
Speakers:
Nadene Kruize, President & CEO
Minnesota Business Finance Corp.
Ankur Patel, Senior Credit Officer
Florida Business Development Corporation
Gregg Swanson, SVP, Chief Credit Officer
Evergreen Business Capital
Moderator:
Todd Buchannan, President & Executive Director
Greater Texas Capital Corporation

As manufacturing is a top priority for SBA leadership, learn about key considerations and strategies to ensure your team can properly underwrite these loans without approval delays. This panel is comprised of credit minds that aren’t afraid of large, complex projects, so they’ll be sure you walk away ready to tackle your next large underwriting project!
Breakout Session 6 – Servicing Roundtable Discussion: Portfolio Challenges + Solutions

*Closing | Servicing | Processing | Support Track*

Studio E
Moderators:
Caryl Eriksson, President & CEO
InterMountain Business Lending
Louis Silva, President
Community Investment Corporation

Engage in a lively discussion on effective strategies for managing your CDC portfolio and jobs reporting. Address common challenges and explore solutions to enhance portfolio performance. Audience participation not only encouraged, but required!


3:30 PM – 4:00 PM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – Grand Ballroom Foyer


4:00 PM – 5:00 PM

General Session 3 – OCRM: Updates + Insights
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, Office of Credit Risk Management
U.S. Small Business Administration
Shayne Bradshaw, Financial Analyst, Office of Credit Risk Management
U.S. Small Business Administration
Moderator:
Hilda Kennedy, President
AmPac Business Capital

As the economic landscape continues to evolve, effective portfolio management remains crucial for CDC operations. Join the OCRM leadership team for the latest updates, including insights into the Lender Portal and SMART Review updates.


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Tuesday, May 6
8:00 AM – 4:00 PM

Registration Open
Grand Ballroom Foyer


Exhibits Open
Exhibitor Marketplace – Grand Ballroom Foyer
Exhibitors are allowed to begin taking down their booths at 4:00 PM.


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 – 10:00 AM

General Session 4 – 504 Modernization: What’s On the Horizon?
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
Miriam Voigt, Managing Consultant
Guidehouse – Central Servicing Agent
Moderator:
Carson Pigg, Managing Consultant
Guidehouse – Central Servicing Agent

The SBA is making unprecedented investments in technology to enhance program delivery and borrower oversight. This includes expanding their efforts to improve efficiency in SBA lending programs. Join our panel to see what exciting opportunities are on the horizon for SBA modernization.


10:00 AM – 10:30 AM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – Grand Ballroom Foyer


10:30 AM – 11:30 AM

Breakout Session 7 – Redwood Scoring: Seeing the Forest for the Trees

*CDC Board | Executive | Management Track*

Studio B
Speakers:
Eddie Ledford, Deputy Director, Office of Credit Risk Management
U.S. Small Business Administration
Josh Dykema, Management and Program Analyst, Office of Performance Systems Management
U.S. Small Business Administration
Patrick G. Bennett, Senior Manager
Deloitte & Touche LLP

Join us in the “forest” as we delve into the SBA's design and implementation of this innovative scoring model, which replaced SBPS scores. Learn how Redwood impacts your individual loans and overall CDC rating as well get all your questions answered by Redwood experts!
Breakout Session 8 – Breaking Rural Ground: Engaging Community Banks in 504

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

Studio D
Speakers:
Curt Solomon, SVP, Business Development Officer
Business Finance Group Inc.
Wes Darnell, Loan Officer
RMI Business Finance
Moderator:
Kyle Sickman, Executive Vice President
FirstBank

Still struggling to break through with rural community banks? Listen as our panel explores strategies to involve community banks in the SBA 504 loan program, specifically targeting rural areas. This session will highlight successful engagement tactics and how to best highlight the values for both banks and rural communities.
Breakout Session 9 – CSA Operational Update

*Closing | Servicing | Processing | Support Track*

Studio E
Speakers:
Bobby Cass, Managing Consultant
Guidehouse - Central Servicing Agent
Ben McCool, Consultant
Guidehouse - Central Servicing Agent
Eric Moreno, Consultant
Guidehouse - Central Servicing Agent

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


11:30 AM - 11:45 AM

Break


11:45 AM – 1:15 PM

504 Lending: Integrating Artificial Intelligence Luncheon
Grand Ballroom Salons 1-4
Speaker:
Rob Drover, Managing Director
CBIZ, Inc.
Moderator:
Tony Barengo, Head of Commercial Real Estate
CDC Small Business Finance Corporation

After receiving rave reviews at NADCO NOW in Austin last November, our special guest, Rob Drover, returns to discuss Artificial Intelligence (AI) and key areas for the integrating AI in the 504 industry. Don’t miss this opportunity to learn more about AI in 60 minutes than you thought possible!


1:15 PM – 1:30 PM

Break


1:30 PM – 2:30 PM

General Session 5 – Fiscal Agent Updates
Grand Ballroom Salons 1-4
Speakers:
Karen Cady, Managing Director | Agency SPG
Stifel
Jonathan Sanchez, Director | CMBS Trading
Bank of America Securities
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

The 504 debenture team will discuss 504 loan program performance, economic influences, and the interest rate environment ahead.


2:30 PM – 3:00 PM

NADCO Marketplace & Networking Break
Exhibitor Marketplace – Grand Ballroom Foyer


3:00 PM – 4:00 PM

General Session 6 – SBA +SLPC: Processing & Servicing Key Strategies
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
Peter Palsson, Acting Center Director, Sacramento Loan Processing Center
U.S. Small Business Administration
Eric Aylor, Supervisory Loan Specialist, Sacramento Loan Processing Center
U.S. Small Business Administration
Zane Costello, Supervisory Loan Specialist, Sacramento Loan Processing Center
U.S. Small Business Administration
John Rash, Supervisory Loan Specialist, Sacramento Loan Processing Center
U.S. Small Business Administration
Moderator:
Sara Vanhala, VP/Director of Marketing
Small Business Growth 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.


4:30 PM

Buses Depart for the 504PAC Reception
Front Hotel Entrance


5:00 PM – 6:00 PM

504PAC Reception
NRSC
425 2nd Street, N.E.
Washington, DC 20007

Special Guest:

U.S. Senator Joni Ernst (R-IA)
Chair
U.S. Senate Committee on Small Business & Entrepreneurship

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: $250 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 7
8:30 AM – 10:15 AM

Congressional Meet & Greet
Renaissance Arlington Capital View - Taking Place at the Hotel This Year
Grand Ballroom Salon 4

8:30 AM - 9:00 AM: Breakfast Served
9:00 AM - 9:45 AM: Congressional Panel
9:45 AM - 10:15 AM: Meet & Mingle with Congressional Staffers

Introductions and Panel Moderators:
Renée Bender, SVP Government Relations
National Association of Development Companies
Todd Buchanan, President
Greater Texas Capital Corporation

Congressional Staff Panel of Experts:
Devon Redfield, Senior Professional Staff
Chair Joni Ernst
U.S. Senate Small Business and Entrepreneurship Committee
Steve Chang, Policy Advisor
Ranking Member Ed Markey
U.S. Senate Small Business and Entrepreneurship Committee
Elisabeth Conklin, Senior Professional Staff
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

A key aspect of the CDC industry is our dependence on the federal government to operate and deliver 504, Community Advantage, and other SBA programs. We are honored to engage with the staff and members of the Small Business Committees each year during our Spring Summit. This year, we anticipate the latest staff updates, including election year dynamics and small business priorities. Join us for breakfast, engaging conversations, and get your pressing 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 7
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

Grand Ballroom Salon 4


5:00 PM – 6:00 PM

NADCO Board of Directors Reception

Studio A Terrace
Invitation Only


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

NADCO Marketplace & Networking Breakfast
Studio D


9:00 AM – 12:30 PM

Directors, All Members and Invited Guests:

NADCO Board of Directors Meeting – OPEN Session

Grand Ballroom Salon 4
Breakfast Served


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