A) 504 Loan Program - Overview
Presenters: Kyle Kuntz | WBD and Wesley Walsh | BLP
Learn how the SBA 504 long-term fixed rate option can get projects to the finish line and help you build long term customer relationships. The 504 program is a great option for business owners looking to acquire, expand, or refinance owner occupied commercial real estate and /or equipment at competitive fixed interest rates. The 504 program reduces your credit risk and can assist with liquidity concerns. This session will provide an overview of the 504 loan program including benefits, structuring, eligibility, and the latest updates on the enhanced 504 refinance options, which includes the ability to refinance SBA 7(a) loans.
Presenters: John Gossett | US SBA Fresno CLSC
How to Service your
SBA Portfolio and avoid that call from your C.F.O – Where’s my Money!
C) SBA 7a Lending for Business Acquisitions
Presenter: Byline Bank Team: Matt Dolsky, Michael Gest, Rogette Koby, Tom Lyons
Several Lenders from Byline will be discussing
SBA 7a Lending for business acquisitions. We will cover topics such as the SOP
rules, how we typically see the program used, and some real-world examples of
D) Attracting, Retaining, and Leading a Winning Team
Presenter: Todd Kuckkahn
Todd's talent engagement cycle is a 5-step process to retain and attract talent. It starts from the inside-out of the organization and individuals. Our talent is looking for meaningful engagement in the workplace. It's clear from the past few years that we can longer check our lives at the front door of the office.
E) Economic Outlook for the US and Wisconsin
Speaker: Thomas Walstrum
This session will cover the current state of the
US and Wisconsin economies from the perspective of the Federal Reserve. Topics
discussed will include GDP growth, the labor market, inflation, and the