Coleman Webinar: Planning Your 2011 Small Business Loan Department Budget


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Mail/Fax Registration Form Register by Phone:
1-800-617-1380

Once registered, we will provide you with a phone number and instructions to access the webinar.

Date:
Wednesday, September 8, 2010

Length:
Approximately 120 minutes
2:00 PM Eastern
1:00 PM Central
12:00 PM Mountain
11:00 AM Pacific

Planning Your 2011 Small Business Loan Department Budget
A Coleman Webinar
When: Wednesday, September 8, 2010
Time: 2:00pm - 4:00pm Eastern
Cost: $289.00 Unlimited Access Download Registration Form

With all the changes that occurred in SBA in 2010, what underlying assumptions do you need to understand to help you prepare your 2011 budget?

We've brought together a panel of experts to help you through the process.

Our eight national experts will cover these five topics of what they believe will occur in 2011:

Small Business Lending Economic Environment
SBA 7(a) Loan Program
SBA 504 Loan Program
SBA BDO Compensation Trends
SBA Secondary Market

We've expanded our normal 75 minute format to two hours. Each session will last exactly 20 minutes. There will be plenty of time to take your questions.

We've added more content than ever to our webinar series without raising the price. As many people in your company may participate in the webinar for only $289.

The advantage of this format is someone can participate in the one segment that affects them. For example, a CFO may with to know what will happen with the secondary market, the human resource manager about compensation trends, and the chief credit officer just wants the economic overview.

We'll make sure each session starts and stops on time in order to make the presentation as efficient as possible for everyone involved.

Who Should Attend?

Lending executive Management
Chief Credit Officers
SBA Loan Department Managers
Small Business Loan Department Managers
Chief Financial Officers
Human Resource Personnel
CDC Executive Management

2011 Small Business Loan Department Budget Agenda

Small Business Lending 2011 Outlook
2:00 p.m. to 2:20 p.m. Eastern
Panelists: Paul Merski and Emily Maltby

Economic outlook
Small businessness lending trends
Main Street financing issues
Commercial real estate outlook
SBA legislative outlook
What happens to the SBA if there is a Republican House and/or Senate

Paul Merski
Chief Economist
Independent Community Bankers of America

Paul Merski joined ICBA in 1999. Paul has 20 years of Washington government relations experience in the private sector and on Capitol Hill. Prior to joining ICBA, Paul was a top policy advisor to Senator Connie Mack (R-FL) and served as the Chief Economist of the Joint Economic Committee of Congress. Paul advised Senator Mack in his duties as Senate Republican Conference Chairman and member of the Senate Finance and Senate Banking Committees. Paul received his economics degree from the Catholic University of America and earned his MBA with top honors from George Mason University.

Emily Maltby
Small Business Reporter
Wall St. Journal

Emily Maltby currently works the small business desk at the Wall Street Journal. She writes on a variety of small business matters, focusing on financing issues and the current state of credit access. Previously, she was a reporter at CNNMoney and FORTUNE Small Business magazine.

SBA Department Management 2011 Outlook
2:20 p.m. to 2:40 p.m. Eastern
Panelist: Pam Davis

Managing your SBA loan portfolio
SBA 7(a) lending assumptions
Opportunities and pitfalls in SBA lending in 2011
The 5 most important assumptions in SBA 2011 budget
Regulatory concerns
Staffing concerns
The number one change in the lending credit box

Pam Davis
General Manager SBA Finance Group
PNC Bank

Pam Davis is the General Manager of the SBA Finance Group for PNC Bank, a top National SBA Lender with SBA Lending Teams located throughout the East, Southern and Mid-Western Markets. Pam joined PNC Bank as the National Sales Manager for the SBA Lending Group in January of 2000 at which time PNC Bank ranked 69th in the country for SBA Loan Volume with annual SBA Loan Volume of less than $25MM. Prior to joining PNC Bank Pam served as Manager of SBA Lending for First Union Bank, CoreStates Bank and Meridian Bank. Pam has received degrees from Dickinson College, Carlisle, PA and the Stonier Graduate School of Banking at the University of Delaware, Newark, Delaware. In 1996 Pam received Pennsylvania's "Best 50 Women in Business Award" and the 1996 Philadelphia Business Journal's "40 Under 40" Young Leadership Award. In 1997 she was added to The Pennsylvania Honor Roll of Women and received the Women's Advocate of the Year Award from the Pennsylvania Association of Women Business Owners (PAWBO) in 1995. Pam is currently a member of the Philadelphia forum of Executive Women.

SBA 504 Loan 2011 Outlook
2:40 p.m. to 3:00 p.m. Eastern
Panelist: Bruce Thompson and Tom Wallace

Managing your SBA loan portfolio
SBA 504 lending assumptions
Opportunities and pitfalls in SBA lending in 2011
The 5 most important assumptions in SBA 2011 budget

Bruce Thompson
Executive Director
National Association of Premier Lenders

Bruce Thompson is the Director of the National Association of Premier Lenders. NAPL is aimed at implementing policies which allow the SBA and CDCs to provide small businesses with access to capital with the most efficient procedures. Prior to joining NAPL, Mr. Thompson served as the Small Business Administration (SBA) Region IX Administrator from 2001 until 2008, laying a foundation of knowledge regarding the details of the inner-workings of the SBA. Additionally, Mr. Thompson was elected to the California State Assembly in 1994 and served through 2000. Mr. Thompson's public service to the State and within his community has helped him establish a close working relationship with many members of Congress and senior officials. Mr. Thompson's knowledge of the SBA 504 loan product and industry from his previous work experience, lends him the ability to promote the NAPL agenda and to be an advocate for the premier lenders of the SBA 504 loan program industry.

Tom Wallace
President
IDS Corp
Tom Wallace is President of IDS Corps. He is published in the RMA Journal and The Banking Law Journal on various SBA related topics. He is an instructor and director of NAGGL Company's trade association and an active participant of NADCO. Wallace earned a MBA from the Crummer Graduate School of Business at Rollins College. He also holds a BA from the State University of New York (Political Science/Chinese Studies; Magna Cum Laude, Regents Scholar).

SBA BDO Compensation 2011 Outlook
3:00 p.m. to 3:20 p.m. Eastern
Panelist: Tom Hughes

SBA BDO compensation trends
BDO compensation plans
What's changed in BDO performance in 2011
BDO training
What senior management should expect in BDO performance
Should you structure a clawback against BDO's compensation

Tom Hughes
President
Gordon-Hughes & Associates

Tom Hughes formed Gordon-Hughes & Associates in 2001 specializing in the search and placement of SBA professionals nationally. Hughes operates one of the few firms that specialize exclusively within the SBA lending market. As such he recruits across all functional disciplines and has demonstrated success in placing senior management and business development professionals with SBA organizations throughout the country. He initiated his search career in 1982 when he purchased a Management Recruiters franchise. Prior to that he enjoyed a successful corporate career culminating as Vice President of Finance. Mr. Hughes received his undergraduate degree from Rutgers University and an MBA from Rutgers Graduate School of Business Administration. After retiring his franchise in 1991, Mr. Hughes joined Fox-Morris Associates as an Account Executive in their New Jersey office. Soon after he was promoted to Branch Manager. Under his guidance, the office rose from an historical profit drain to the most profitable office in the Fox-Morris system. Named Office of the Year and Manger of the Year in 1995, 1997, 1998 and 1999. Mr. Hughes was ultimately promoted to Senior Vice President and responsible for the northeast region.

Secondary Market 2011 Outlook
3:20 p.m. to 3:40 p.m. Eastern
Panelists: Bob Judge, Mike Rozman

SBA 7(a) prepayment trends
Current 7(a) pricing trends -- how high will these prices go and are they sustainable?
Status of the new 504-pooling program
What the future will hold for the 504-pooling program via an extension of the program or a permanent program
FASB accounting rules and how it will affect your bottom line
USDA B&I Secondary Market

Bob Judge
Partner
Government Loan Solutions

Bob Judge is a partner of Government Loan Solutions, which provides valuation services, prepayment analytics, and operational support for the SBA marketplace. He is the editor of The CPR Report. Mr. Judge has 25 years of experience in the fixed income markets. He holds a BA in Economics from Vassar College and an MBA in Finance from NYU Stern School of Business.

Mike Rozman
Executive Vice President
Boefly, LLC

Mike Rozman is the Executive Vice President of Boefly, LLC. BoeFly is America's one-stop-shop for commercial transactions. As the only online marketplace using next-generation compatibility scoring technology, BoeFly connects all stakeholders along the deal continuum--from origination to sale. BoeFly provides access to professional services, industry analytics, settlement tools, and management software, making it easy to get a deal done at a fraction of the cost. By broadening access to capital and streamlining deal flow, BoeFly creates never-before-seen efficiency increasing profitability and promoting growth in every industry nationwide.

Questions and Comments
3:40 p.m. to 4:00 p.m. Eastern

Moderator:
Bob Coleman
Editor
Coleman Report
Bob Coleman is the Founder of Coleman Publishing, an online media company covering the small business banking industry. He is the nationally recognized expert on small business banking. He has appeared on Fox Business News and CNN. He has been quoted by most major financial media outlets including the Wall Street Journal, New York Times and Bloomberg. He has spoken at numerous small business banking events across the United States, including international engagements in England and Germany. Coleman started in 1993 with the Coleman Report, a newsletter covering the Small Business Administration's lending programs. Today, his website attracts over 4,000 small business lending professionals a day. Coleman has a B.A. in Medieval History from the University of Southern California and a M.B.A. in Real Estate Finance from the University of Southern California.

For quick registration call (800) 617-1380 or fill out the registration form
Download Registration Form

Why a Webinar?

It's very cost effective. No airfare, no hotels. Just cram as many people as you wish into your conference room and turn on the computer. You have two options to listen to the program--phone, or through your computer speakers. You are only charged for the connection. There is no additional charge for multiple attendees.

Our webinars are based on a radio-talk show program format. Your host, Bob Coleman, will moderate the program. He will ask questions of top-notch national experts. Their answers will be the substance of the program. A great benefit of the program is you will have the ability to ask questions directly of the panelists. Or, you may simply email Coleman during the program and he will direct your question to the panel.

How it Works

We use Go-to-Meeting as our platform. You will receive a link that will direct you to an Internet site to view the presentation. Nothing will be downloaded to your computer.

If you would like to test this process to make sure you will be able to access the link through your system's firewall, just send an email to joseph@colemanpublishing.com, and he will walk you through it.

You may choose to listen to the program separately from the webinar presentation. Before the event, we will email you the presentation that you may distribute to your attendees.

Get everyone in your bank involved for only $289. All we need is an email address for each station.

Aren't available on the day of the conference? No worries -- register and you will receive a DVD with a recording of the entire conference! You can use the DVD for training of additional staff at a later date, or go back and listen again. We will also transcribe the event and send it to you and no additional charge. Five Easy Ways to Register:

1) Call Georgia Gonzales at 800-617-1380
2) Email bob@colemanreport.com
3) Fax the order form to: 818-790-7859
4) Mail the order form to: Coleman Publishing, P.O. Box 546, La Cañada, CA 91012
5) Register Online

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