A) 504 Case Studies
Presenter: Kyle Kuntz, WBD and Wesley Walsh, BLP
Take an in-depth look at the SBA 504 loan program in action and hear real-life stories from the perspective of both the Certified Development Company (WBD & BLP) and the Participating Lender. Joining this year's session again will be two commercial lenders whom are both actively involved in offering the SBA 504 financing solution to their customers. This session will incorporate several case studies based on actual projects, including financing equipment, new construction, business acquisition, refinance with cash out, and refinance of existing government guaranteed debt."
B) SBA Form 1502 Reporting; Overview & Best Practices
Presenter: Victor Cruz, Guidehouse (FTA)
SBA Form 1502, Guaranty Loan Status & Payment Remittance is the monthly reporting requirement for all SBA 7(a) & PPP loans with an active guaranty. Session will provide a full overview of the 1502 reporting process, including best practices to ensure monthly 100% reported status and resolving reporting errors.
C) So you need an "Environmental" - The Importance of Environmental Due Diligence
Presenter: Chris Valcheff, Truenorth Consultants
Environmental Due Diligence - seems like just about everyone has their own understanding of what this means. From not-so-detailed beginnings in the early 1990s to the current 2021 ASTM Standard, we've come a long way and maybe too far. We'll touch on some of the basics of environmental due diligence, explore the stepped approach favored by the SBA, and look at some real-life experiences of how environmental due diligence can go well and in ways where it went the other direction. We'll also look at the "scary" world of Brownfields and why, maybe, you should provide financing on these properties.
D) Effective Negotiation (Part 2)
Presenter: Deb Houden, Center for Professional & Executive Development, Wisconsin School of Business
Much managerial activity involves bargaining, negotiation, and settling of disputes. Managers bargain with superiors, peers, and subordinates; suppliers and customers; competitors and allies. Effective negotiation can improve outcomes for everyone involved. Ineffective negotiation, in contrast, usually leads to poor outcomes for those who negotiate poorly, can also lead to poor outcomes for others, and sometimes result in failures to agree even when agreement is possible. Please join us for a high level discussion and fun interaction on how you can improve your negotiation skills, no matter if you're a beginner or a confident experienced practitioner.
E) A.I. in Lending: A New Era of Banking
Presenter: Gonzalo Potzsch, iBusiness Funding
AI is transforming the lending landscape, with new products and tools available to simplify lending processes. Gonzalo Potzsch from iBusiness Funding will discuss current trends in the use of AI in commercial lending, how lenders can use AI to enhance and grow their business, and the future outlook for AI use in banking and lending.
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