​Join WBD for a SBA Fundamentals workshop, whether your new or just need a refresher. ​​

​Wednesday, May 15, 2024
1:30 - 4 p.m.
Kalahari Resort & Convention (Ironwood Room)
Wisconsin Dells, Wisconsin

Registrations now closed for this event.

​Must pre-register to attend. For more information on the workshop and to register, please visit the WBD workshop webpage. 

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Please note: Although this workshop is scheduled the day before the Wisconsin Lenders Conference at the Kalahari, it is a separate event and separate ​registration from the Wisconsin Lenders Conference. You must pre-register for this workshop in order to attend. This event is open to anyone, you do not have to be a Wisconsin Lenders Conference attendee in order to qualify to register. 

WBD will be hosting an evening reception following their SBA Fundamentals workshop. Workshop attendees, Lenders Conference attendees and anyone is welcome to attend, network, and enjoy happy hour drinks.​ 

​Wednesday, May 15, 2024​

4-6 p.m.
Kalahari Resort & Convention (Cypress ​Room)
Wisconsin Dells, Wisconsin

Free event​! No registration required for the reception. ​​

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Start your morning early!

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Purpose and Compassion

This keynote session is sponsored by:

  ​

A) SOP 50 10 7.1 Updates

Presenter: Nick Jellum, Jellum Law

A discussion regarding relevant changes affecting SBA loan originations in the new SOP 50 10 7.1

B) Financing Business Start-ups Using an SBA 7(a) Loan 

Presenter: Ryan Black and Andrew Hendricks,​ First Business Bank

SBA 7(a) loans are a great tool to finance a small business start-up. In this session, attendees will learn about the application requirements, eligibility criteria, and factors banks should consider when reviewing a start-up small business application. The session will also cover franchise financing, which is a common SBA business start-up transaction.
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C) 7(a) GP Processing - Your Guide to Quick Approval While Navigating the Risk Mitigation Framework

Presenter: William Reed, SBA

Learn how to navigate the LGPC 7(a) loan submission maze to minimize the time it takes to get your loan guaranty approved and avoid common screen outs, while clearing any ETran Validations.​

​D) E-Tran Application Processing

Presenter: Todd Miller, ATW Miller Group, LLC​

​Learn how to create a new application, going through all of the entries, how and where to validate once the application is complete, show how to upload documents (focus on naming), create the Terms & Conditions sheet and preview the application. This session will also cover how to make corrections on entries after submission and error code corrections using screen shot.​​

A) SOP 50 57 3 Update

Presenter: Nick Jellum, Jellum Law

A discussion regarding relevant changes affecting SBA loan servicing and liquidations in the new SOP 50 57 3.​​​

B) 504 Loan Program

Presenter: Kyle Kuntz, WBD and Wesley Walsh, BLP

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C) SBA Loan Servicing

Presenter: John Gossett, SBA​

Learn how to get servicing actions done in a timely manner to avoid paying bills.

​D) Effective Negotiations (Part 1)

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. 

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 & Manik Hossain, 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. 
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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. 

​Need an afternoon pick me up? 

Take a break with a cup of coffee (or tea) and assorted cookies. 

This afternoon break is sponsored by:
​   

A) Rural Development – A Great Tool for Mitigating Risk

Presenter: Cari Sabel, WI Rural Development, USDA

Rural Development Guaranteed loans: Learn how to mitigate risk for your bank, create a great package for your client, work with projects that currently exceed your legal lending limit, and more! We will discuss basic program regulations and eligibility. Energy projects continue to be a "hot topic" so let's also investigate how RD can assist in this area for your bank and your clients! Whether it be solar panels, wind turbines, anaerobic digestors, we have programs than can assist. 

B) Enhancing Credentials with Financing Partners​

Panel: 

• ​Tom Clark, Entrepreneur Fund
• Michael Hetzel, WWBIC
• Additional Panel TBA​​
  

​Join us for a dynamic panel session, as we delve into the realm of enhancing credentials through strategic financing partnerships. Explore the untapped potential of alternative financing avenues such as microlenders and CDFIs, and discover how these collaborations can diversify your lending portfolio, maximize returns, and support your client’s success. Gain actionable insights to leverage these alternative financing models for mutual benefit and sustainable growth in today's dynamic market landscape.
​

C) Loan Modifications

Presenter: John Gossett, SBA

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​D) Influence & Impact 

Presenter: Matthew Pletzer, Lift Consulting LLC

2024 Special Lodging Rates at the Kalahari

Rates are good until the expiration date OR when the room block is full. Don't wait until either happens. Reserve your lodging now!!! (We have no sway with the Kalahari regarding the expiration date​. Please plan in advance!)​​

Special rates:

• Wednesday, May 15, 2024 - $123/night
• Thursday, May 16, 2024 - $123/night
• Friday, May 17, 2024 - $205/night
  

A total of 6.25 Continuing Education Hours (CEHs) have been approved through UW-Stevens Point. 

• ​Welcome/Keynote - 1.25 CEH
  
• Breakout sessions - 1.25 CEH each
  

Please make sure to check with your licensing or governing organi​zation/board to confirm that the general CEHs at the conference will be accepted for your CEH requirements. 

​​If you wish to receive CEHs at the conference, you must request a CEH form at the time of your conference check-in when you pick up your name badge pass. Instructions will be on the form. 

Please note the CEH and CEU conversions. 10 CEH (Continuing Education Hours) = 1 CEU (Continuing Education Unit)​

Trappers Turn is offering discounted rates for conference attendees again this year!

• ​Wednesday, May 15, 2024 - $99
  
• Thursday, May 16, 2024 - $99
  
• Friday, May 17, 2024 - $99​