Presented by the Western Pennsylvania Associa on of SBA Guaranteed Lenders March 14-16, 2018 Seven Springs Mountain Resort Seven Springs, PA

Transcription

1 Q C uality ircle 2018 Presented by the Western Pennsylvania Associa on of SBA Guaranteed Lenders March 14-16, 2018 Seven Springs Mountain Resort Seven Springs, PA

2 A C Join WPASGL at its 23rd Annual Quality Circle Conference!! The Western Pennsylvania Associa on of SBA Guaranteed Lenders is pleased to present the 2018 Quality Circle Conference. We are excited to announce the return of the conference to the legacy venue of Seven Springs Mountain Resort in Champion, PA. With an expanded program designed to encompass the global landscape facing today s Business Banker we will host two tracts, one dedicated to SBA lending and the nuances of that life cycle as well as a more broad based tract focusing on current macro lending issues. Presenta ons will be focused on business lending skills, regional economic environmental factors, and credit enhancements for the 21st century Business Banker. Conference Agenda: HOT TOPIC! Wednesday, March 14 12:00pm 6:00pm: 6:00pm 7:15pm: 7:15pm 9:00pm: 8:00am 9:00am: 9:00am 10:15am: 10:15am 10:45am: 10:45am 12:00pm: 12:00pm 2:00pm: 2:00pm 3:15pm: 3:15pm 3:45pm: 3:45pm 5:00pm: 8:00pm 11:00pm: Friday, March 16 9:00am 10:00am: 10:00am 11:15am: 11:15am 11:45am: Exhibitor Set-up General Session It s Time to Relax the Tax CPA Update Registra on and Opening Recep on with Prize Giveaways Registra on Networking with Exhibitors Lunch and Keynote Speaker Networking with Exhibitors Lenders Party Breakfast and Keynote Speaker General Session Paradigm Shi s in SBA Lending Awards and Prize Giveaways

3 R Keynote Speakers and General Sessions: Wednesday, March 14 6:00pm 7:15pm General Session: It s Time to Relax the Tax! - CPA Update An experienced tax accountant will review the highlights of the recently approved Tax Reform Bill and the related tax consequences for small businesses and their lenders, and what the tax environment for small business is expected to look like going forward. Presented by Don Johnston, Grossman, Yanak & Ford LLP 12:00pm 2:00pm Luncheon and Keynote Speaker As Chairman of a Wendell August Forge, Will Knecht travels the country rela ng the lessons learned through his hands-on experience in the crucial day-to-day world of leading people. Through his genuine and passionate delivery style, Will weaves together the fascina ng, true story about the fire that could have destroyed his business and its people, but instead became a catalyst for new thinking and new opportuni es. Earnest and plain spoken, Will shares how setbacks and challenges can become the seeds of future success and greatness and how challenges can lead to surprising transforma on. Friday, March 16 9:00am 10:00am Breakfast and Keynote Speaker Bill Flanagan serves as Chief Corporate Rela ons Officer for the Allegheny Conference on Community Development and its affiliated regional development organiza ons. Bill, an experienced broadcast journalist, is the host and producer of "Our Region's Business", a weekly business public affairs program broadcast on WPXI-TV, PCNC, and YouTube. Bill will provide insight on the latest business news, informa on, and important issues facing manufacturers in the region, as well as the issues that are ge ng in the way of business investment and job growth. 10:00am 11:15am General Session Paradigm Shi s in SBA Lending In addi on to changes in SBA s loan processing SOP that became effec ve 1/1/18, SBA has made a number of addi onal efforts recently streamline its programs and delivery methods by u lizing new technology and, all of which will be covered in this Friday morning general session. Learn from industry experts what has changed recently, how those changes may impact you as an SBA lender and the small business community that you and the SBA serve, and what new changes are on the horizon for the Agency and its programs. : 9:00am 10:15am Iden fying SBA Lending Opportuni es & Structuring for Success Along with a basic discussion of SBA loan program eligibility and underwri ng criteria for both 7a and 504 loans, this innova ve and interac ve session will review several actual financing projects and will discuss how they were structured and why, the posi ve and nega ve aspects of the loan structures and/or loan programs u lized, as well as other op ons that may have been appropriate for financing those projects. Financing Changes of Ownership & Business Valua ons Learn about business valua ons and specific considera ons when analyzing and underwri ng business acquisi on financing, as well as SBA s latest changes to its eligibility and loan processing requirements for loans involving changes of ownership. Presented by Neal Patel, Reliant Business Valua on 10:45am 12:00pm The Paper Chase - Effec ve Loan Documenta on & Closing Processes Presented by a leading SBA Closing A orney and CDC Director who will discuss SBA 7(a) and 504, loan closing documenta on requirements, legal issues, and closing procedures to ensure that your SBA 7(a) guaran es remain intact and 504 bridge loans are paid off mely. NOTE: Excellent for bank documenta on and loan review personnel and all individuals involved in the closing process! Emerging Industries- From Gears to Beers A panel of experts will discuss the burgeoning maker movement and new opportuni es in small scale and addi ve manufacturing in our local economy, along with the con nued growth of the local foods, micro-brewery, micro-dis llery, and local winery businesses throughout our region. Presented by Jessica Sinclair, Director of PantherlabWorks, Ins tute for Entrepreneur Excellence; Art Tintori, Managing Director of Financial Services, Catalyst Connec on & David Kahley, President & CEO, Progress Fund 2:00pm 3:15pm Managing Your SBA Por olio An experienced SBA lender service provider will share helpful hints for managing and servicing your SBA loan por olio, how to properly document your servicing ac ons, and what you can do on your own and when SBA no fica on and/or approval is required. Gain valuable insight on what you as a prudent SBA lender should be doing during the period following loan closing, and how you can monitor your SBA por olio performance thru SBA s Lender Portal. I Want to Build a Building, Now What? This panel discussion including an architect, construc on lender, and contractor will focus beyond the normal construc on lending safeguards and discuss the construc on process from the proposed building owner s perspec ve. These experts will touch on a myriad of construc on related topics including loca ng a site and construc on planning, developing project plans and budgets, permi ng and approvals, financing, choosing a contractor, bonding, phases of construc on, payment processes, and obtaining a cer ficate of occupancy. 3:45pm 5:00pm SBA Loan Liquida on & Guarantee Purchase I have a default on an SBA guaranteed loan, now what? An SBA Lending Expert will provide insight on payment modifica on/workout op ons, prudent follow up and site inspec ons by lenders, liquida on remedies, and ps and tricks to ensure your guarantee purchase package will be complete and that your SBA claims are honored mely and efficiently. All sessions and speakers are subject to change.

4 R In addi on to educa on, there are opportuni es to mix and mingle with fellow colleagues, vendors, and presenters in a relaxed atmosphere, with light refreshments. Opening Night Recep on Wednesday, March 14 7:15pm 9:00pm Lenders Party 8:00pm 11:00pm The Lenders Party will take place in the newly renovated, Ma erhorn Lounge, Third Floor of Main Lodge. Early Bird: $200 Un l January 31 Regular: $225 February 1 28 Late: $275 March 1 9 Federal Employee: $175 Through February 28 NO REFUNDS AFTER FEBRUARY 28, To register, visit Please contact Colleen Molinero with any registra on ques ons or CMolinero807@dollarbank.com

5 C V A discounted group rate star ng at $149 per person (single occupancy), per night and $93 per person (double occupancy), per night, has been arranged for the conference. These rates are available for the following nights: Monday, March 12 Tuesday, March 13 Friday, March 16 Wednesday, March 14 Saturday, March 17 Room rates are available un l February 28th. Make your reserva ons today!! To reserve a room, please call or , ext and men on WPASGL. Included with Resort Stay: Complimentary Wireless Internet in Guest Rooms and Mee ng Space Complimentary Self-Parking Complimentary Resort Shu le Access Complimentary Indoor Pool Access Other Resort Features: Outdoor ac vi es, such as skiing and snow tubing Indoor ac vi es, such as bowling and miniature golf Trillium Spa Several Dining Op ons

6 S O Conference Sponsor $2,000 with full conference registra on Opportunity to speak at all general sessions Introduce the Keynote Speaker at the Opening Luncheon Promo onal material in Conference Bags Prominent logo placement on conference material Company logo on WPASGL s website. Opening Recep on Sponsor $750 Opportunity to address conference a endees Thursday Luncheon Sponsor $1,000 Opportunity to address conference a endees at lunch Lenders Party Sponsor $750 Opportunity to address conference a endees Friday Breakfast Sponsor $1,000 Opportunity to address conference a endees at breakfast Exhibit Tables Available For-Profit (Includes Two Conference Registra ons): Non-Profit (Includes One Conference Registra on): Early Bird (by January 31, 2018): $900 Early Bird (by January 31, 2018): $400 Regular: $1,000 Regular: $500 Contact either Dave Miller or Ma Roach to reserve your spot today!! Dave: dmiller@enterprisebankpgh.com, Matt: mroach@fcbanking.com,