Conference Schedule

Sunday, April 7

4:00 - 6:00 pmConference RegistrationRegistration Desk

Monday, April 8

8:00 amConference RegistrationRegistration Desk
9:00 amExhibitor Registration and SetupFoyer and Nueces Ballroom A - B
11:30 amWelcome Session - LuncheonCC Ballroom
11:30 am - 1:00 pmKeynote SpeakerMark Dotzour
1:00 -1:30 pmNetworking Break

Breakout Session 1

1:30 - 3:00TopicSBA SOP What’s New (repeated)Liquidation Process A-Z (repeated)Construction LendingFranchise LendingGlobal Cash Flow / Affiliates
PresenterLisa Preston - The Preston Group Linda Rusche - The Preston GroupLance Sexton - Bank OZKSteve McCune, McCune Construction ServicesTodd Buchanan-Greater Texas Capital CorpGary Griffith, T Bank Ray Chiamulera, Radar Lender Services
SBARobert (Bob) Carpenter/Linda ReillyDebbie LesterSteve Olear / Kelle Acock
3:00 - 3:30Networking Break

Breakout Session 2

3:30 - 5:00TopicEquity InjectionTop 10 Screen OutsEquipment & Machinery AppraisalsExporting - SOP Changes / Underwriting504 RefinanceLender Portal Training
PresenterJessica Conn - Starfield & SmithGary Griffin, T BankRoss Blanchard, Nationwide Valuations Doug Scheiting, RSI & AssociatesAlale Allal Regional Export Finance Manager, SBAMike Vanchiere - Mountain West SBFAndrew Byrnes - DNB
SBARobert (Bob) CarpenterJohn GossettLinda ReillySusan Streich
5:00 - 7:30Reception w/ ExhibitorsNueces Ballroom A-B

Tuesday, April 9

7:30 amConference Registration Breakfast with the ExhibitorsRegistration Desk Foyer and Nueces Ballroom A - B
7:30 - 8:30 amRegional Update - SBACC Ballroom A-BRegion VI Administrator Justin Crossie
8:30 - 10:00 amHot Topics PanelCC Ballroom A-BSBA Personnel: OFA and OCRM NAGGL - Tony Wilkinson NADCO - Tom Braasch
10:00 - 10:30 amNetworking Break

Breakout Session 3

10:30 - 11:45 amTopicServicing / SOP 50 57Liquidation Process A-Z (repeated)Veterans Programs1502 ReportingEnvironmentalCommunity Advantage Loan Program
PresenterLisa Preston - The Preston Group Linda Rusche - The Preston GroupLance Sexton - Bank OZKDavid Elizondo, Corpus Christi Branch ManagerVictor Cruz, Colson ServicesMelanie Edmundson, Phase EngAdrian Gonzalez, Lift Fund
SBAJohn GossettDebbie LesterSteve Olear / Kelle Acock
12:00 - 1:15 pmLuncheon Keynote Speaker Erin Fonte & Brenna McGeeCC Ballroom A-B Current State of Federal and State Law Regarding Cannabis Banking
1:15 - 1:30 pmNetworking Break

Breakout Session 4

1:30 - 3:00 pmTopicSBA Loan ClosingIntro to 504 LendingLSP’sSBA OneComplex Business Acquisitions & Valuations: The Tough StuffAlternative Financing to Help your Customer - Micro Loans
PresenterJessica Conn, Starfield & Smith PCMike Vanchiere - Mountain West SBFLisa Preston - The Preston Group Linda Rusche - The Preston GroupRichard Ventura, Colson ServicesJerry Brown, RSI & Associates, Inc. Neal Patel, Reliant Business ValuationJemerell Rogers- People Fund Laura Leal Estrada - Lift Fund
SBAJohn GossettLinda ReillyLift Fund - Laura Leal Estrada
3:30 - 3:30Networking Break

Breakout Session 5

3:30 - 5:00 pmTopicIntroduction to SBA 7a LendingPARRIS and Smart ReviewsFeasibility StudiesSBDCSecondary Market Servicing504 Secondary Markets
PresenterGary Griffin - T BankLisa Preston - The Preston GroupJerry Brown, RSIWilliam Marin, San Marin Laundry Company Jamey Jones, Del Mar College SBDCVictor Cruz, Colson ServicesKen Rosenthal, CDC Capital Markets
SBARobert (Bob) CarpenterSusan Streich
6:00 - 9:00 pmReceptionTexas State Aquarium

Wednesday, April 10

7:30 amBreakfast with the ExhibitorsFoyer and Nueces Ballroom A - B
8:00 - 9:00 amBreakfast - Award Presentations Farewell for ConferenceCC Ballroom A-BSBA Local District Office
9:00 - 9:30 amNetworking Break

Breakout Session 6

9:30 - 11:00 amTopicSBA SOP What’s New (repeated)Secondary Markets (7a)Disaster LendingBORSA PlansBuilding the Perfect Team
PresenterLisa Preston- The Preston Group Linda Rusche - The Preston GroupBen Clark, FTN Karen Bean, VP Signature BankOffice of Disaster Assistance - SBA Richard A. Jenkins and Mark RandleSuzy Granger, DRDATim Terry, SBA Advisors
Robert (Bob) Carpenter / Linda Reilly
11:00 amConference Concludes