Wisconsin Lenders Conference
Thursday, May 19, 2022
Conferences and Training

Wisconsin Lenders Conference header image with sponsor logos

Save the date Thursday, May 18, 2023.


Information is from the previous Lendres Conference in 2022.

Details

Conference Highlights

The 2022 conference is a one day, in-person event provides education information and updates for commercial lenders through presentations from SBA, SBDC, RMA, Regulatory Agencies, and more! 

A variety of sessions will be available for new and experienced lenders and those who work with SBA loans. The conference features the SBA Lender Awards and a Networking Reception. 

Exhibitor and sponsorship opportunities available. Email uwspce-sbdc@uwsp.edu for more information. 

Who Should Attend


Bank presidents, CEOs, board and chamber directors, CPAs, commercial lenders, credit analysts, tellers, collection managers, financial, economic development professionals, business chambers, small business owners, and anyone in lending! 

Registration


Registration is closed for the 2022 Lenders Conference.

Welcome and Keynote | 8-9 a.m.


Welcome Commentary
  • Institute for Business & Entrepreneurship/Small Business Development Center
  • Eric Ness, Wisconsin Small Business Administration
  • Risk Management Association

Keynote: Jeff Peterson, Co-Founder/CEO Geneva Supply Inc. & Interstate Music and 2020 Small Business Person of the Year

Professional profile photo of Jeff Peterson, keynote speaker
Jeff is overly passionate about helping brands improve online selling strategies, creating digital marketing strategies that reach online consumers, and speaking as a business owner who can lift individuals into a positive mindset that attracts others to join. He provides value to employees at every level and can share the goals behind career exploration and developing talent through entrepreneurial-spirited experiences. LinkedIn  | Website | Podcast

Keynote: Who's Coming With Me?

Realizing through self-assessment and awareness if you are truly leading or simply making sure the boxes are checked. (management vs. leadership)


 Session 1 | 9:15-10:30 a.m.

A)Solutions to Misunderstood Nuances of SOP 50 10 6

Presenter: Lisa Preston I The Preston Group

In this session we will encourage attendee input to discuss areas of the SOP that are vague, gray, or sometimes misunderstood.  Get your questions ready and come join us for this lively and informative interaction.  All viewpoints are welcome.

B) Loan Origination, Processing, and Common Screen Outs

Presenter: William Reed | SBA

Things you can do to shorten the time it takes to get your approval thru the LGPC.

C) How to Prepare Your Client for Borrowing

Learn how the SBDC, SCORE, and WWBIC can help you, help your clients prepare for borrowing, including additional technical assistance and resources that can be provided at no cost to the client. 

Panelist:

  • Luke Kempen | Small Business Development Center
  • Peter Bushman | SCORE Mentors
  • Michael W Hetzel | Wisconsin Women's Business Initiative Corporation

D) Rural Business Financing - Credit Enhancement for "Rural" Business and Industry Loans

Presenter: Cari Sabel| USDA Rural Development

This presentation will focus on the programs available thru USDA Rural Development - Business & Industry Guaranteed Loans, Rural Energy for America Program (REAP) Guaranteed Loans, and Food Supply Chain Guaranteed Loans. We will discuss the benefits available for your bank and your clients. Come with your questions and be ready to learn how easy it is to utilize Rural Development programs. 

E) RMA Regulators Panel 

Join representatives from Federal Deposit Insurance Corporation, the Wisconsin Department of Financial Institutions, the Office of the Comptroller of the Currency, and the Federal Reserve as we hear about hot topics in the regulatory world.

Panelist: 

  • Mike Larabee | Office of the Comptroller of the Currency I Milwaukee Field Office 
  • Joseph Nashar | Federal Reserve Bank of Chicago
  • Alan Sisson | Wisconsin Department of Financial Institutions (DFI)

 Session 2 | 10:45 a.m.-Noon

A) 504 Program

Presenters: Kyle Kuntz | WBD and Wesley Walsh | BLP

Learn how you can differentiate yourself from your competition and build long term customer relationships by offering the SBA 504 long-term fixed rate option. 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 below market fixed interest rates. The session will provide an overview of the 504 loan program including benefits, eligibility, and the latest updates on the recently enhanced 504 refinance options. 


B) Servicing 7(a) and 504 - How to Keep Out of Trouble! 

Presenters: John Gossett | US SBA Fresno CLSC

Servicing actions - How to smoothly run a Servicing Department and avoid lenders receivables!


C) Do You See What I See? Risks Identified During OCRM File Review Activities

Presenter: Eddie Ledford | SBA Office of Credit Risk Management

We will discuss common exceptions identified during OCRM's inspection of 7(a) loan files and how to improve compliance (even if it is already close to perfect). 


D) Got Your Authorization, Now What?

Presenter: Lisa Preston I The Preston Group

Understand the nuances of the closing phase of SBA lending occurring post loan approval by attending this session. We will walk you through the many facets of and include obstacles seen to properly close and adequately fund an SBA loan.


E) Economic Outlook for the US and Wisconsin

Speaker: Thomas Walstrum | Federal Reserve Bank of Chicago

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 manufacturing sector.

 Lunch, SBA Lender Awards, Visit Exhibitors | Noon-1:30 p.m.


Please visit our exhibitor booths before or after the lunch program to learn more about their products and services. 

The SBA Lender Awards program will be from 12:15-1:15 p.m.


 Session 3 | 1:30-2:45 p.m.

A) 504 Case Studies

Presenters: Kyle Kuntz | WBD and Wesley Walsh | BLP

Take an in-depth look at the 504 loan program in action. This session will incorporate several case studies based on actual projects, including real estate acquisition, equipment acquisition, expansion with refinance, new construction, straight debt refinance with cash out, and refinance of existing government guaranteed debt.  


B) 7(A) Loan Liquidation

Presenter: Nick Jellum | Jellum Law

In this session, attendees will learn how to properly manage their institution's SBA loan portfolio servicing and liquidation process in accordance with 7(a) Servicing and Liquidation SOP. 

C) Connecting Your Borrowers to Global Markets 

The panel will cover working capital solutions for new and established exporters as well as the SBA export loan products which carry a 90% guaranty. Foreign markets represent a growth opportunity for many growing businesses and the ability to support export sales is an excellent way to attract new clients. The products discussed will include the International Trade Loan (ITL), Export Working Capital Program (EWCP), and CAPLine. 

Panel: 
  • Gayle Roenbaugh | Office of International Trade, SBA
  • Bruce Glaub | Trade Acceptance Group

D) Lender's Perspective: 7(a) Benefits & Best Practices 

Panelists from First Business Bank describe the benefits and best practices of the SBA’s 7(a) Loan Program from a lender’s perspective. This session is geared toward individuals & institutions interested in participating in or who are new to 7(a) lending. The panel will discuss the following 7(a) program basics:
  • Business acquisitions
  • Debt Refinance
  • Franchise & Startup Financing
  • Real Estate & Fixed Asset Financing
  • Construction
  • Sale of SBA Loans on the Secondary Market
First Business Bank Panel: 
  • Travis Frazier
  • Ryan Black
  • Bill Harrigan
  • Marty Ferguson

E) Key Issues and Hot Topics for Commercial Lenders and Borrowers

Presenters: Andrew A. Price and John Wink, Reinhart Boerner Van Deuren

Highlighting critical issues that lenders and borrowers should think about during the commercial lending process. It will also involve a discussion of current trends and hot topics that the presenters are seeing in their practices. Attendees will have the opportunity to ask questions they may have about commercial lending, security interests, and collateral.

 Session 4 | 3-4:15 p.m. (General Session)

Connecting the Dots - How Decision at Origination Impacts Guaranty Purchase

Panel: 

  • Bill Reed | Small Business Administration
  • John Gossett | SBA Fresno CLSC
  • Edward Ledford | SBA OCRM

Take a look at the big picture with our panelist of experts as they share and discuss common reasons for guaranty purchase repair and denial, and learn how to properly identify, and address, these issues during underwriting and closing to protect the SBA guaranty.

 ​Networking Reception | 5:30-7 p.m.

Stay for the evening and network with industry peers while enjoying hors d'oeurves and a drink, courtesy of our sponsors!


WBD Inc Logo   First Business Bank Logo  BLP sponsorship


 Presenters

Get to know our presenters! Check out their bios. 


 Trappers Turn Golfing

Trappers Turn is offering discounted rates for Wednesday and Friday for conference attendees. 

  • Wednesday: $45/person
  • Friday: $85/person

Price includes 18 holes of golf, golf cart, and use of practice facility. Various tee times available. Please contact Trappers Turn directly to make reservations.

Phone: 608-253-7000
Reference: WI Lenders Conference


 Available Lodging - Special Pricing Expires April 19, 2022

Special lodging prices available at the Kalahari Resort in Wisconsin Dells for conference attendees. Reservations are separate from our conference registration. 

Special Lodging Rate

  • $122/night for Wednesday & Thursday
  • $205/night for Friday
Special pricing expires April 19, 2022 . The Kalahari will NOT be extending the pricing beyond the expiration date. Please plan ahead. 

Reservations

Please reserve lodging with the Kalahari directly via phone or online.

Location:

Kalahari Resort and Conference Center
1305 Kalahari Drive
Wisconsin Dells, WI 53965

Lodging Cancellation

If you need to cancel lodging, please contact the Kalahari directly. Cancelling your lodging does not cancel your conference registration. Please refer to our conference cancellation policy.

Kalahari Notification - Please Read

"Per our policy at Kalahari Resorts, we DO NOT accept completed Letters of Authorization forms, Tax Exemption forms, nor Purchase Orders to be submitted to us at the hotel check-in. We have a dedicated team that approves these forms to ensure validity prior to attachment to the reservations prior to check-in. These forms should be submitted no later than 7 days in advanced to us at dellscallcenterfax@kalahariresorts.com or fax them to 608-254-6116. We highly suggest that the attendees submit these forms at minimum two weeks in advanced prior to the hotel check in so our team can process them in a timely manner. Failure to follow this procedure may result in full room and tax charges to the attendees on their personal cards; since our Front Desk will not accept these forms at check-in. If you have any questions at all, I am attaching a link to our website that will bring you to our general policy page for the entire resort, which explains our policies in full detail. (Link: https://www.kalahariresorts.com/wisconsin/help/faq/)." 

~ Kalahari Resort

 Conference Cancellation Policy
Conference registration cancellation or substitution requests must be made in writing to uwspce-bus@uwsp.edu. 
  • Cancellation requests made before April 22, 2022 - Receive full refund. 
  • Cancellation requests made between April 22-May 6, 2022 - Receive refund minus a $50 cancellation fee per registrant. 
  • No refunds after May 6, 2022. 
  • No refunds for no-shows or partial attendance. 
If you reserved lodging with the Kalahari, please contact them to cancel your lodging. Cancelling your conference registration does not cancel your hotel lodging. 


 About Us

The Wisconsin Lenders Conference was created, and continues today, to educate current and prospective lenders on SBA lending programs, business lending programs, and relevant banking topics. The conference is a one day event, with a pre-conference RMA workshop available on Wednesday (separate from the conference registration) and conference breakout sessions on Thursday with a networking reception in the evening. 

Thank you to the 2022 Conference Advisory Committee for your dedication and hard work in putting the conference together. 

Bridget Condon

Vice President - Commerical Lending
CIBM Bank

​Chris Dedrick

Lender Relations Specialist
U.S. Small Business Administration

​Ellie Berg

Lender Relations Specialist
U.S. Small Business Administration

​Matthew Dolsky

Vice President, Business Development Officer
Byline Bank

​Jim Ebben

Vice President - Business Banker
Citizens Bank

​Carolyn Engel

Business Finance Manager
Business Lending Partners (BLP)

​Kyle Kuntz

Vice President - Loan Officer
WBD

Zia Yang

Interim Director
Small Business Development Center at UW-Stevens Point

Melissa Torres

Vice President - Credit Risk Management
State Bank of Cross Plains

Mike Bahr

EVP - Chief Credit Officer
Hometown Bank

​Pete Warmenhoven

Vice President, Credit Administration Manager
Nicolet National Bank

Travis Frazier

SBA Portfolio Manager
First Business Bank


 COVID Policy

KALAHARI COVID POLICY - Please review their policy.

Conference
At this point, to attend the conference, there is no official mandate on masking or attendee vaccination status/proof of negative test. The situation remains very fluid and, as such, if protocols should change, we will be certain to inform all conference registrants.

We will have masks and hand sanitizers in the conference rooms for your convenience. 

Please direct questions or concerns to uwspce-bus@uwsp.edu. 

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Thank you 2022 sponsors!

Learn more about our 2022 sponsor by clicking on their logo. 


Platinum Sponsor: 
rmaLogo.png


Gold Sponsor:

Jellum Law

Networking Sponsor:

  WBD Inc Logo   First Business Bank Logo  BLP sponsorship


Join us online


Start your networking early by joining us online on the LinkedIn event page!

Conference Coordinated By

UW-Stevens Point Continuing Education | 715-346-3838 | uwspce-bus@uwsp.edu

Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. 
Please contact Continuing Education at 715-346-3838 or uwspceweb@uwsp.edu.

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