Presenter: Nick Jellum, President, Jellum Law, P.A.
In this session, attendees will learn how to properly manage their institution's SBA loan portfolio servicing and liquidation process in accordance with the 7(a) Servicing and Liquidation SOP.
Presenter: Kyle Kuntz, Senior Vice President - Loan Origination, WBD, Inc.
Wesley Walsh, Vice President & Loan Officer, Business Lender Partners (BLP)
Join us for a high impact overview of the SBA 504 Loan Program — SBA’s premier economic development tool and one of the most effective fixed asset deal structuring resources available to commercial lenders today. This session will cover the essentials of 504 lending, including program benefits, eligibility, and proven structuring strategies that help lenders win and retain more business.
Is your financial institution focused on loan growth in Owner Occupied CRE &/or C&I?
Then this session is for you. You’ll learn how the 504 structure reduces your bank’s credit exposure, helps borrowers preserve valuable working capital, and provides access to competitive, long term fixed rate financing your clients can’t get anywhere else.
We’ll also dive into the SBA’s Made in America Manufacturing Initiatives and the resulting impacts on the 504 program. These incentives — including meaningful fee relief for eligible manufacturing projects — can make facility expansions, modernization efforts, and major equipment purchases even more attractive. For lenders, this creates a powerful opportunity to support growth in a critical sector while strengthening portfolio performance.
Whether you’re new to SBA lending or looking to sharpen your structuring toolkit, this session will equip you with actionable insights to help get projects across the finish line and build long term customer relationships.
Presenter: Kate Halfwassen, Owner, MKE Business Coach
Brent Halfwassen, Founder & Owner, MKE Business Coach
Most underwriting looks backward—focused on historical financials and past performance. But growth companies operate forward, where their greatest opportunities and risks exist. When businesses scale quickly, yesterday’s numbers often lag behind tomorrow’s reality, challenging bankers to evaluate deals where vision outpaces the balance sheet. This session equips commercial bankers with a forward-looking framework to assess growth-oriented clients. We’ll explore how to critically evaluate projections, separate credible strategies from wishful thinking, and assess whether leadership, operations, and systems can support projected growth—helping bankers reduce risk and confidently support high-potential clients.
Presenter: Treva Wetherell, Head of Coaching Services, LIFT Consulting
Prepare to dive into the unique mindsets, motivations, and workplace expectations shaping today’s multigenerational workforce. This session equips professionals with practical strategies to strengthen collaboration, improve retention, and enhance performance by fostering harmony across generations. Attendees will learn how to empower senior staff to serve as strong mentors in professionalism and business etiquette, while also guiding junior staff to become receptive, collaborative, and highly capable teammates.
Presenter: Janet Dery, Esquire, Starfield & Smith, P.C.
Please join me to learn about the organizational documents that are essential when there is a change in ownership of a business entity. I will start with entity basics - what are the documents that create and govern corporations, limited liability companies, and partnerships. With that basic understanding, we will go through change of ownership scenarios for each of these types of entities, specifically discussing which documents will be involved in the change and how they need to be created or revised.
Thank you to our Bronze Session Sponsor!
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