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, January 5, 2011
Length:
Approximately 120 minutes
2:00 PM Eastern
1:00 PM Central
12:00 PM Mountain
11:00 AM Pacific
What the Experts Have to Say
"The purpose of the SBLF is to loan money to banks so that they will
loan to Main Street."
"This webinar will jumpstart the process for community banks -- helping
them adequately plan so that they can make an informed decision about
pursuing these funds."
"It is nice to see that the SBA is committed to transparency when
working with lenders".
"This is NOT TARP -- the Small Business Lending Fund differs in many
ways and this workshop will highlight those differences."
"This is an opportunity all community banks should explore."
|
Accessing the Small Business Lending Fund
A Coleman Webinar
When: Wednesday, January 5, 2011
Time: 2:00pm - 4:00pm Eastern
Cost: $495.00 Unlimited Access
Download Registration Form
Overview of the Small Business Lending Fund
Getting Started Guide For Community Banks
Summary of Preferred Terms
Summary of Terms for Current CPP and CDCI Participant
Application Instruction
Small Business Lending Plan Guide
Agenda
1) Introduction (2:00 -- 2:05 PM ET)
2) The Small Business Lending Fund: Opportunities for Your Bank (2:05 -- 2:55 PM ET)
Jon Winick, President, Clark Street Capital
Benjamin Shapiro, Partner, Belongia, Shapiro, and Franklin, LLP
3) Managing a Successful Small Business Lending Department (2:55 -- 3:10 PM ET)
Diane Gallion, SVP Government Guaranteed Lending, The Bancorp Bank
4) The Small Business Lender Roundtable (3:10 -- 4:00 PM ET)
Benjamen Shapiro, Partner, Belongia, Shapiro & Franklin, LLP
Jon Winick, President, Clark Street Capital
Bob Judge, Partner, Government Loan Solutions
Diane Gallion, SVP Government Guaranteed Lending, The Bancorp Bank
Bary Sloan, CEO, Newtek Business Services, Inc.
Alton Bathrick, Chairman of OH Community Partners
On Wednesday, January 5th, the nation's leading small business
lending experts will discuss the new Small Business Lending Fund regulations.
Our panel has been at the forefront in the development and implementation of
this new program. They have been working closely with the Treasury Department
and the bank regulatory agencies to help banks take advantage of this attractive
capital initiative. Be among the first to know the "how's, what's, why's and
who's" in accessing and administering SBLF dollars.
We are offering an unlimited site license to participate for
only $495.
Overview for Banks
Banks participating in the Small Business Lending Fund will benefit from the
incentives the Fund provides for increased lending. The initial rate a bank pays
for the funding will be no higher than 5%. The more the bank increases its small
business lending, the lower the rate it will receive.
How the Small Business Lending Fund Works
Treasury will provide a bank with capital by purchasing Tier 1-qualifying
preferred stock or equivalents.
To encourage community bank participation, the cost of capital will start no
higher than 5%. If a bank's small business lending increases by 10% or more,
then the rate will fall as low as 1%.
Banks that increase their lending by amounts less than 10% can benefit from
rates set between 2% and 4%. If lending does not increase in the first two
years, however, the rate will increase to 7%. After 4.5 years, the rate will
increase to 9% if the bank has not already repaid the SBLF funding.
The Small Business Lending Fund also provides an option for community banks to
refinance preferred stock issued to Treasury through the Capital Purchase
Program (CPP) or the Community Development Capital Initiative (CDCI) under
certain conditions. However, simultaneous participation in CPP or CDCI and SBLF
is not permitted.
Meet the Panel
 Benjamen Shapiro, Partner
Belongia, Shapiro & Franklin, LLP
Benjamin P. Shapiro is one of the nation's leading bank lawyers. Upon
graduation from Northwestern University School of Law in 1968, Shapiro joined
the legal department of the Federal Reserve Bank of Chicago. He left in 1972 to
become Regional Counsel for the Federal Deposit Insurance Corporation (FDIC). In
that capacity, he was chief legal counsel in the FDIC's Midwest region. In 1979,
Shapiro left the FDIC to become a partner at Sidley & Austin, one of the city's
largest and most prestigious law firms. At Sidley & Austin, he headed the bank
regulatory practice group. In 2004, Shapiro formed his own firm, The Law Offices
of Benjamin P. Shapiro, and in 2007, he and Mark D. Belongia formed Belongia &
Shapiro, LLP. Throughout his career, Shapiro has consistently provided the
highest-quality work to his financial institution clients. In his practice he
has, among other things, helped organize new banks, represented buyers and
sellers in bank sale and merger transactions, represented troubled banks before
regulatory agencies, negotiated regulatory enforcement actions and provided
general business, regulatory and compliance advice to his numerous clients.
 Jon Winick
President
Clark Street Capital
Clark Street Capital is a full-service bank advisory, disposition, and asset management firm specializing in real estate loans. Managed by seasoned professionals with extensive "buy-side" experience, Clark Street Capital offers intrinsic knowledge and expertise on a wide range of assets from bank portfolio loans to securitized assets.
Prior to founding Clark Street Capital, Mr. Winick was National Marketing Director for Zions Bank, a $53 billion bank headquartered in Salt Lake City. Working for the Zions National Real Estate division, a wholesale acquirer of commercial real estate mortgages primarily from financial institutions, Mr. Winick was responsible for acquisitions in the Midwest and national marketing efforts. In 2007, Zions National Real Estate funded over 1,400 transactions totaling $1.3 billion in new originations.
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.
 Diane
Gallion
SVP Government Guaranteed Lending
The Bancorp Bank
Diane started her business and banking career in Las Vegas, NV. Her career has
evolved over the past 25 years to include key management positions in Texas,
Arizona and Chicago, Illinois. Her business experience has included direct
management for the creation and implementation of all business process for a
start up units, policy and procedure development, staffing and compliance
implementation for national SBA lending groups. Some of these business units
include Bank of America (FSB), Waterway Capital Management and First Heritage
Capital a division of First National Bank of AZ. She has managed national
business unit audits resulting in receiving the "Highest Ranking" from the
United States Small Business Administration on PLP Exams.
 BARRY
SLOANE
CEO
Newtek Business Services, Inc.
Mr. Sloane is the Chairman and Chief Executive Officer of Newtek Business
Services, Inc. Prior to joining Newtek Business Services, Mr. Sloane was a
Managing Director of Smith Barney, Inc. where he directed the Commercial and
Residential Real Estate Securitization Unit and, prior to that, he was national
sales manager for institutional mortgage and asset backed securities sales. Mr.
Sloane was founder and President of Aegis Capital Markets, a consumer loan
origination and securitization business. Additionally, he was Senior Vice
President of Donaldson, Lufkin and Jenrette, where he was responsible for
directing sales of mortgage-backed securities and was a senior mortgage security
sales person and trader for Bear Stearns, L.F. Rothschild, E.F. Hutton and Paine
Webber.
Moderator:
Bob Coleman
Founder
Coleman Publishing
Bob Coleman is the Editor of the Coleman Report, a trade newsletter for small business bankers. He is the nationally recognized expert on small business banking. He has appeared on Fox Business News and CNN and 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. 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
Home
Contact Information
Bob Coleman
Publisher
P.O. Box 546
La Cañada, CA 91012
(818) 790-4591
(c) 2000-2011 All Rights Reserved
|
