Conference Schedule
Sunday, April 7
| 4:00 - 6:00 pm | Conference Registration | Registration Desk |
Monday, April 8
| 8:00 am | Conference Registration | Registration Desk | |
| 9:00 am | Exhibitor Registration and Setup | Foyer and Nueces Ballroom A - B | |
| 11:30 am | Welcome Session - Luncheon | CC Ballroom | |
| 11:30 am - 1:00 pm | Keynote Speaker | Mark Dotzour | |
| 1:00 -1:30 pm | Networking Break |
Breakout Session 1
| 1:30 - 3:00 | Topic | SBA SOP What’s New (repeated) | Liquidation Process A-Z (repeated) | Construction Lending | Franchise Lending | Global Cash Flow / Affiliates |
| Presenter | Lisa Preston - The Preston Group Linda Rusche - The Preston Group | Lance Sexton - Bank OZK | Steve McCune, McCune Construction Services | Todd Buchanan-Greater Texas Capital Corp | Gary Griffith, T Bank Ray Chiamulera, Radar Lender Services | |
| SBA | Robert (Bob) Carpenter/Linda Reilly | Debbie Lester | Steve Olear / Kelle Acock |
| 3:00 - 3:30 | Networking Break |
Breakout Session 2
| 3:30 - 5:00 | Topic | Equity Injection | Top 10 Screen Outs | Equipment & Machinery Appraisals | Exporting - SOP Changes / Underwriting | 504 Refinance | Lender Portal Training |
| Presenter | Jessica Conn - Starfield & Smith | Gary Griffin, T Bank | Ross Blanchard, Nationwide Valuations Doug Scheiting, RSI & Associates | Alale Allal Regional Export Finance Manager, SBA | Mike Vanchiere - Mountain West SBF | Andrew Byrnes - DNB | |
| SBA | Robert (Bob) Carpenter | John Gossett | Linda Reilly | Susan Streich |
| 5:00 - 7:30 | Reception w/ Exhibitors | Nueces Ballroom A-B |
Tuesday, April 9
| 7:30 am | Conference Registration Breakfast with the Exhibitors | Registration Desk Foyer and Nueces Ballroom A - B | |
| 7:30 - 8:30 am | Regional Update - SBA | CC Ballroom A-B | Region VI Administrator Justin Crossie |
| 8:30 - 10:00 am | Hot Topics Panel | CC Ballroom A-B | SBA Personnel: OFA and OCRM NAGGL - Tony Wilkinson NADCO - Tom Braasch |
| 10:00 - 10:30 am | Networking Break |
Breakout Session 3
| 10:30 - 11:45 am | Topic | Servicing / SOP 50 57 | Liquidation Process A-Z (repeated) | Veterans Programs | 1502 Reporting | Environmental | Community Advantage Loan Program |
| Presenter | Lisa Preston - The Preston Group Linda Rusche - The Preston Group | Lance Sexton - Bank OZK | David Elizondo, Corpus Christi Branch Manager | Victor Cruz, Colson Services | Melanie Edmundson, Phase Eng | Adrian Gonzalez, Lift Fund | |
| SBA | John Gossett | Debbie Lester | Steve Olear / Kelle Acock |
| 12:00 - 1:15 pm | Luncheon Keynote Speaker Erin Fonte & Brenna McGee | CC Ballroom A-B Current State of Federal and State Law Regarding Cannabis Banking |
| 1:15 - 1:30 pm | Networking Break |
Breakout Session 4
| 1:30 - 3:00 pm | Topic | SBA Loan Closing | Intro to 504 Lending | LSP’s | SBA One | Complex Business Acquisitions & Valuations: The Tough Stuff | Alternative Financing to Help your Customer - Micro Loans |
| Presenter | Jessica Conn, Starfield & Smith PC | Mike Vanchiere - Mountain West SBF | Lisa Preston - The Preston Group Linda Rusche - The Preston Group | Richard Ventura, Colson Services | Jerry Brown, RSI & Associates, Inc. Neal Patel, Reliant Business Valuation | Jemerell Rogers- People Fund Laura Leal Estrada - Lift Fund | |
| SBA | John Gossett | Linda Reilly | Lift Fund - Laura Leal Estrada |
| 3:30 - 3:30 | Networking Break |
Breakout Session 5
| 3:30 - 5:00 pm | Topic | Introduction to SBA 7a Lending | PARRIS and Smart Reviews | Feasibility Studies | SBDC | Secondary Market Servicing | 504 Secondary Markets |
| Presenter | Gary Griffin - T Bank | Lisa Preston - The Preston Group | Jerry Brown, RSI | William Marin, San Marin Laundry Company Jamey Jones, Del Mar College SBDC | Victor Cruz, Colson Services | Ken Rosenthal, CDC Capital Markets | |
| SBA | Robert (Bob) Carpenter | Susan Streich |
| 6:00 - 9:00 pm | Reception | Texas State Aquarium |
Wednesday, April 10
| 7:30 am | Breakfast with the Exhibitors | Foyer and Nueces Ballroom A - B | |
| 8:00 - 9:00 am | Breakfast - Award Presentations Farewell for Conference | CC Ballroom A-B | SBA Local District Office |
| 9:00 - 9:30 am | Networking Break |
Breakout Session 6
| 9:30 - 11:00 am | Topic | SBA SOP What’s New (repeated) | Secondary Markets (7a) | Disaster Lending | BORSA Plans | Building the Perfect Team |
| Presenter | Lisa Preston- The Preston Group Linda Rusche - The Preston Group | Ben Clark, FTN Karen Bean, VP Signature Bank | Office of Disaster Assistance - SBA Richard A. Jenkins and Mark Randle | Suzy Granger, DRDA | Tim Terry, SBA Advisors | |
| Robert (Bob) Carpenter / Linda Reilly |
| 11:00 am | Conference Concludes |