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Use our new "email address only" order form!
Order by Phone:
1-800-617-1380
Date:
Tuesday, September 18, 2012
Length:
Approximately 75 minutes
2:00 PM Eastern
1:00 PM Central
12:00 PM Mountain
11:00 AM Pacific
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How Dodd-Frank Will Transform Your Bank
When: Tuesday, September 18, 2012
Price: $289.00
2:00 PM Eastern
1:00 PM Central
12:00 PM Mountain
11:00 AM Pacific
Complimentary Bob and Charles Show on SBA News of the Day: 1:50 p.m. to 2:00 p.m.
Use our new "email address only" order form!
If you are a past customer you may sign up for any Coleman webinar using only
your email address. We will charge your credit card on file, or send you a
Paypal request for payment.
Capital costs are up, regulation is more burdensome,
loan growth is flat and fees are down. In short, a challenging
environment for bankers of all shapes and sizes.
While originally intended for Wall Street banks, many regulations are
trickling down to community banks as well. Join this Coleman webinar as
we examine the new and pending federal government regulations that
bringing significant changes to your bank.
Join three industry experts as they bring you up-to-date of where we are
today, and what you should need to know to plan for the future.
You will learn:
· Higher capital requirements
· The impact of the Durbin Amendment
· Impact on securitization on mortgage origination and SBA lending
· Impact of securitization on SBA and Small Business Lending
· The New Consumer Financial Protection Bureau
· The new risk-weighting requirements of Basel III
· The focus on "clean" capital
· Ways to mitigate the cumulative impact on the increased regulatory
burden
· What bank examiners are focusing on today
· Assumptions you must consider for your 2013 budget
Who should attend
C Level (CEO, COO) Bank Executive Management
Compliance Officers
Chief Credit Officers
Bank Strategic Planners
Join our Expert Instructors:
 Moderated
by:
Jon
Winick
President
Clark Street Capital Management, LLC
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.
Prior to Zions, Winick served as Vice President at GE Small Business Finance
from 2000-2003, in which he created a syndication platform to sell whole real
estate loans originated by a nationwide lending team to leading institutional
buyers. In 2004, Jon founded Orange House Properties, a leading manager and
owner of student housing in Knoxville, TN. After acquiring a distressed student
housing portfolio, Winick stabilized the portfolio, which now encompasses 11
properties located within walking distance to the University of Tennessee.
Winick received his MBA from Washington University in St. Louis, and his
bachelor's degree in history from the University of Michigan.
 Steven
J. Eisen
Partner
Baker, Donelson, Bearman, Caldwell & Berkowitz
Steven J. Eisen is a partner in the Nashville office of Baker, Donelson,
Bearman, Caldwell & Berkowitz, A Professional Corporation. His experience
includes corporate representation, securities offerings, intellectual property,
and representation of financial institutions throughout the Southeast. Mr. Eisen
has been named one of the "Best Lawyers in Tennessee" by Business TN annually
since 2004, one of the "Mid-South Super Lawyers" by Mid-South Super-Lawyers
Magazine annually since 2006, and has been listed annually since 1995 in the
preeminent legal guide Best Lawyers in America© and has been named the Best
Lawyers' 2011 Nashville Banking Lawyer of the Year. He also has been listed each
year since 2008 in Chambers USA: America's Leading Business Lawyers and ranked
#1 as a leading lawyer in the areas of Banking & Finance and Banking & Finance:
Regulatory in Tennessee. He has been listed in the US Legal 500 each year since
2007; and in 2010, Mr. Eisen was named to the Nashville Post's inaugural 2010
"In Charge" list of businesspeople and community leaders who are writing Music
City's success story" and most recently named to this publication's first list
of "101 Top Lawyers" in 2011. The Nashville Business Journal named Mr. Eisen a
"Power Leader in Banking" in September 2011. Martindale-Hubbell lists Eisen as a
Top Rated Lawyer- AV® Preeminent™.
 Jeffrey D. Green, CPA
Moss Adams LLP
Managing Partner
Mr. Green has been in public accounting since 1988 and spent more than 20 years
working with and advising financial institutions. He is the past co-chair of the
Financial Services Group of Moss Adams and is the current Managing Partner of
the Everett office of Moss Adams. Jeff has extensive experience with community
banks, SEC bank reporting companies, mutual to stock conversions, credit union
conversions, start-up banks, mortgage banking companies, merger and acquisition
consulting, and SEC filings and registration statements. He is also a frequent
speaker and member of the WIB, WBA, and CBW.
 John Hancock, CPA, PARTNER
Financial Services Group, PORTLAND
Moss Adams LLP
John has over 30 years experience in public accounting, with Moss Adams LLP and
is the leader of the firm's Financial Services Group. John routinely works and
meets with regulators from all agencies and is involved exclusively with
financial institution clients. John manages financial and operational audits for
public and non-public clients, with management recommendations for cost savings
and efficiency improvements. He assists with regulatory compliance and
implementation, audit engagement planning, profitability and efficiency reviews,
projections, forecasting, and feasibility analysis. He also provides merger and
acquisition consulting including analyzing targets offers and structuring
transactions to maximize both economic and tax benefits; strategic planning,
board training and technical consulting; and risk management evaluations,
identifying types of risks and levels of exposure.
 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.
About Coleman Webinars
Coleman takes great pride in bringing you the foremost
experts in our industry. Not only our experts chosen with care, we bring you
instructors who are excellent teachers of their craft. Coleman's Webinars
provide 75 minutes of highly specialized information, access to industry
experts, live Q&A, and step-by-step "how-to's" on a variety of topics relevant
to today's small business banker. Coleman hosts five to six webinars a month,
making us the largest producer of webinars for the small business banking
industry in the country. Monthly SBA topical webinars are conducted by John Dunn
and Lisa Lerner, our national professional SBA instructors.
Dunn and Lerner's presentations solve pressing problems facing today's SBA
lending professionals. On the second Tuesday of the month, the author of the
bestselling "The SBA Loan Book" and the just released book, "Get Financing Now,"
Charles Greene presents a program on a topical small business lending
underwriting subject. An SBA loan liquidation themed webinar the third Tuesday
of each month. We rotate the instruction with three of the finest experts in the
country -- Ethan Smith of SBA lender boutique law firm Starfield and Smith, SBA
lender attorney Mitch Fogel, and Kerri Agee, of banc-serv, the president of the
largest SBA loan service provider in the country.
Our SBA University webinars are for small business lending sales personnel who
wish to learn, and refresh, outstanding sales techniques to achieve over-the-top
sales goals.
Finally, we offer a monthly series of topics for bank chief credit officers to
help them with the ever evolving world of loan reporting issues. Our
professional instructors are Bob Judge of Government Loan Solutions and Jon
Winick of Clark Street Capital.
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. When you purchase unlimited
access, there is no additional charge for multiple attendees. A great benefit of
the program is that you have the ability to ask questions directly of the
panelists. Or, you may simply email Coleman during the program and he will air
your question. All of our webinars are recorded. Buyers of the unlimited site
license option will receive a DVD recording of the event to share with anyone
you wish. A transcript of the program is also provided to purchasers of the
unlimited site license.
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 on-line visual
presentation. Before the event, we will email you the presentation that you may
distribute to all of your attendees.
The Bob and Charles Show
Log and dial in ten minutes before each Coleman webinar to
hear the "Bob and Charles Show" with Bob Coleman and Charles Greene. We do this
for two reasons. First, the pre-show confirms you are successfully connected to
the webinar. Second, we provide you a synopsis of the current news to help you
place what is happening to the small business lending industry in context. Join
us for this free feature!
The Fine Print
1) The single user registration fee of $289 is based on location not attendance.
You may have as many people in one location attend. You many distribute the
materials to anybody in your company.
2) For only $100 more, you may invite as many people from your institution from
as many locations as you wish. (You also get the DVD and transcript!)
3) Substitutions are allowed at no charge.
4) Cancellations receive a 100% credit for any Coleman product.
5) As with all our products, we offer a 100% money back satisfaction guaranty --
no questions asked.
Five Easy Ways to Order:
Call Joseph Coleman at 800-617-1380
E-mail bob@colemanreport.com
Fax the
order form to: 818-790-7859
Mail the
order form to: Coleman Publishing, PO Box 546, La Cañada, CA 91012
Bob Coleman
Publisher
P.O. Box 546
La Cañada, CA 91012
(818) 790-4591
(c) 2012 All Rights Reserved
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