Moderated by

Bob Coleman
Editor
Coleman Report
Bob Coleman is the Author of "Money Money Everywhere And Not a Drop For Main Street". 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 California Santa Barbara and a M.B.A. in Real Estate Finance from the University of Southern California.

Underwriting Series

Charles H. Green
Executive Director
Small Business Finance Institute
Charles Green began working in his parent's small business at age 8 and attended many dinner hour "board meetings." Today he is a recognized small business authority with over 30 years of advising, financing and investing in entrepreneurs. His experience as a commercial banker, venture capitalist and advisor yielded clients in more than 30 countries. He founded and served as President/CEO of Sunrise Bank of Atlanta. Charles has authored several books and articles about business financing including bestselling The SBA Loan Book and the just released Get Financing Now (McGraw-Hill) available January, 2012.

SBA Topics

John N. Dunn, Jr.
JND Advisors
Principal
John Dunn is Coleman's professional SBA topic national instructor. Dunn will be able to convey the information to you and your staff with professionalism and an expertise that will make the material understandable and useful. Dunn is a bank consultant, JND Advisors, specializing in small business lending issues.

Lisa G. Lerner
Owner, Member
Enhanced Consultive Solutions, LLC ("ECS")
Ms. Lerner's professional experience spans over 28 years in the financial arena, with strong expertise in Small Business Administration lending, most recently operating ECS since 2004. ECS is an agency (SBA) approved lender service provider and provides guidance, and technical support to small and mid- size lenders. She and her husband, Nelson, are also certified pet therapy teams with their dogs volunteering with the nonprofit organization, Gabriel's Angels- "Pets helping kids."

Liquidation/Servicing

Kerri L. Agee
Managing Partner
Banc-serv PARTNERS, LLC.
Kerri Agee is the President and founder of banc-serv PARTNERS LLC. She is a California native, who attended California State University-Chico. Kerri started her SBA lending career with The Money Store-- first in Sacramento then in Seattle, before being promoted and transferred to Indianapolis. banc-serv has closed more than 1500 small-business loans, servicing more than $440 million of SBA and US Department of Agriculture loans. Her company works with more than 150 bank partners nationwide.

Mitch Fogel
Partner
Fogel Law Group
Licensed to practice law in Florida since 1987, Mr. Fogel founded Mitchell C. Fogel, P.A. in Ft. Lauderdale, Florida in March of 1991. Presently, the law firm is known as the Fogel Law Group (FLG). Formed to provide the highest level of legal services, counseling and professionalism to its clients, FLG has closed numerous loans for its lender clients, including hundreds of SBA 7(a) and 504 loans, earning the firm an excellent reputation nationwide for its expertise in SBA loan transactions. Most recently, FLG has been engaged by many of its lender clients to handle modifications, workouts, foreclosures and liquidations of both SBA 7(a) and 504 loans. Please visit the Areas of Expertise section of the firm's website for more information on how the firm can assist you with your legal needs.

Ethan Smith
Partner
Starfield & Smith, P.C.
As a closing attorney for commercial lenders, Ethan prepares and reviews loan files for conventional, SBA 7(a) and 504, and USDA B&I loans, confers with loan processors and in-house counsel, and drafts, analyzes and negotiates loan documents. He has closed hundreds of government guaranteed commercial loans through the SBA 7(a) and 504 loan programs, through the USDA B&I program, and has closed numerous conventional commercial financing transactions, including asset-based, real estate, and factoring arrangements.

SBA University (BDO Training)

Dan Eshbaugh
National Real Estate Director
Mercantile Capital Corporation
Dan is based in Chicago, and travels all over the country building long-term relationships with commercial real estate firms and associations. His extensive knowledge of commercial property (20 years in the industry) and the commercial property sales process enables him to be a frequent speaker at tradeshows and conventions, and he also conducts extensive and highly-regarded training seminars for individual firms and organizations. Dan graduated from Southern Methodist University with a Poli-Sci degree, and when he's not on the road, he can be found at home relaxing out on the deck he built with his own two hands (no we're not kidding).

Chris Hurn
CEO and Cofounder
Mercantile Capital Corporation
Chris Hurn is currently the CEO and Cofounder of Mercantile Capital Corporation (MCC), a non-bank lender specializing in SBA 504 loans. MCC has appeared on the Inc. 500|5000 list of America's fastest-growing companies three years in a row, originally ranked #245 with 951% growth over a 3-year period. To date, MCC has closed loans worth more than $700 million in total project costs. Chris has appeared on Fox Business News multiple times and is frequently featured in publications including the Wall Street Journal, Inc. Magazine, Newsweek, USA Today, and BusinessWeek among others. Awards he's won include the SBA's "Financial Services Champion" Award (twice in four years -- 2010 and 2006); SBA "Marketing Guru" Award; and NADCO's "Banker of the Year" Award (2006).
Chris previously worked as a business consultant and SBA financier with GE Capital. He has two magna cum laude bachelor degrees from Loyola University Chicago and he earned a master's degree from the University of Pennsylvania.

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.

CFO Topics

Jon Winick
President
Clark St. Capital
Prior to co-founding Clark Street Capital, Jon 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, 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.
Winick is a nationally recognized expert and leader in the SBA 504 and 7(a) lending programs and economic development, and currently serves as Chairman of SomerCor 504, the leading Chicago-based SBA 504 loan originator.

Executive Series

Bob Coleman
Editor
Coleman Report
Bob Coleman is the Author of "Money Money Everywhere And Not a Drop For Main Street". 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 California Santa Barbara and a M.B.A. in Real Estate Finance from the University of Southern California.