Breakout Sessions

Monday, April 8th

  • 1:30 – 3:00     TOPICS
  • SBA SOP What’s New (repeated Wed am)-
    Speakers: Lisa Preston & Linda Rusche – The Preston Group
    Room:  CC Ballroom
  • Liquidation Process A-Z (repeated Tues am)-
    Speaker: Lance Sexton –   Bank OZK
    Room:  Laguna Madre
  • Construction Lending-
    Speaker: Steve McCune-McCune Construction
    Room: Aransas
  • Franchise Lending –
    Speaker: Todd Buchanan-Greater Texas Capital Corp
    Room:  Matagorda
  • Global Cash Flow/Affiliates –
    Speakers: Gary Griffith-T Bank & Ray Chiamulera, Radar
    Room:  Bayview
  • 3:30 – 5:00    TOPICS
  • Equity Injection –
    Speaker: Jessica Conn – Starfield & Smith
    Room: CC Ballroom A
  • Top 10 Screen Outs-
    Speaker: Gary Griffith – T Bank
    Room:  Laguna Madre
  • Equipment & Machinery Appraisals-
    Speakers: Ross Blanchard-Nationwide Valuations &
    Doug Scheiting-RSI & Associates
    Room:  Aransas
  • Exporting – SOP Changes/Underwriting-
    Speaker: Alale Allal, SBA
    Room:  Matagorda
  • 504 Refinance-
    Speaker: Mike Vanchiere – Mountain West SBF
    Room: Bayview
  • Lender Portal Training
    Speaker: Andrew Bynres-DNB
    Room:  Copano

Tuesday, April 9th

  • 10:30 – 11:45     TOPICS
  • Servicing / SOP 50 57-
    Speakers: Linda Preston & Linda Rusche The Preston Group
    Room:  CC Ballroom A
  • Liquidation Process A-Z-
    Speaker: Lance Sexton- Bank OZK
    Room: Laguna Madre
  • Veterans Programs –
    Speaker: David Elizondo-SBA
    Room: Aransas
  • 1502 Reporting –
    Speaker: Victor Cruz-Colson Services
    Room:  Matagorda
  • Environmental-
    Speaker: Melanie Edmundson- Phase Engineering
    Room:  Bayview
  • 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
  • BORSA Plans-
    Speaker: Suzy Granger, DRDA
    Room: Matagorda
  • Building the Perfect Team-
    Speaker: Tim Terry- SBA Advisors
    Room: Bayview
  • MONDAY BREAKOUT SESSIONS
    1:30 – 3:00
  • SBA SOP What’s New (repeated)
  • Liquidation Process A-Z (repeated)
  • Construction Lending
  • Franchise Lending
  • Global Cash Flow / Affiliates
    3:30 – 5:00
  • Equity Injection
  • Top 10 Screen Outs
  • Equipment & Machinery Appraisals
  • Exporting-SOP Changes/Underwriting
  • 504 Refinance
  • Lender Portal Training
  • TUESDAY BREAKOUT SESSIONS
    10:30-11:45
  • Servicing / SOP 50 57
  • Liquidation Process A-Z (repeated)
  • Veterans Programs
  • 1502 Reporting
  • Environmental
  • Community Advantage Loan Program
    1:30 – 3:00
  • 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
    3:30-5:00
  • Introduction to SBA 7a Lending
  • PARRIS and Smart Reviews
  • Feasibility Studies
  • SBDC
  • Secondary Market Servicing
  • 504 Secondary Markets
  • WEDNESDAY BREAKOUT SESSIONS
    9:30 – 11:00
  • SBA SOP What’s new (repeated)
  • Secondary Markets 7a
  • Disaster Lending
  • BORSA Plans
  • Building the Perfect Team