Community Advantage Loan Program-
Speaker: Adrian Gonzalez – Lift Fund
Room: Copano
1:30 – 3:00 TOPICS
SBA Loan Closing-
Speaker: Jessica Conn-Starfield & Smith PC
Room: CC Ballroom A
Intro to 504 Lending –
Speaker: Mike Vanchiere- Mountain West SBF
Room: Laguna Madre
LSP’s –
Speakers: Lisa Preston & Linda Rusche – The Preston Group
Room: Aransas
SBA One –
Speaker: Richard Vanchiere- Mountain West SBF
Room: Matagorda
Complex Business Acquisitions & Valuations: The Tough Stuff:
Speakers: Jerry Brown-RSI & Associates, Inc. &
Neal Patel – Reliant Business Valuation
Room: Bayview
Alternative Financing to Help your Customer – Micro Loans
Speakers: Jemerell Rogers-People Fund &
Laura Leal Estrada – Lift Fund
Room: Copano
3:30 – 5:00 TOPICS
Introduction to SBA 7a Lending-
Speaker: Gary Griffith- T Bank
Room: CC Ballroom A
PARRIS & Smart Reviews-
Speaker: Lisa Preston-The Preston Group
Room: Laguna Madre
Feasibility Studies-
Speaker: Jerry Brown-RSI & Associates, Inc.
Room: Aransas
SBDC-
Speakers: Del Mar and UT-Tyler
Room: Matagorda
Secondary Market Servicing-
Speaker: Victor Cruz-Colson Services
Room: Bayview
504 Secondary Markets-
Speaker: Ken Rosenthal- CDC Capital Markets
Room: Copano
Wednesday, April 10th
9:30 – 11:00 TOPICS
SBA SOP What’s New-
Speakers: Lisa Preston & Linda Rusche -The Preston Group
Room: CC Ballroom A
Secondary Markets (7a)-
Speakers: Ben Clark – FTN (tentative) &
Karen Bean – Signature Bank
Room: Laguna Madre
Disaster Lending-
Speaker: SBA & Richard Jenkins & Mark Randle
Room: Aransas