2014 Government Relations Conference March 3-5, 2014

Transcription

1 Monday, March 3 8:00 am 5:00 pm Registration Open 2014 Government Relations Conference March 3-5, 2014 ***DRAFT AGENDA*** 9:00 am 5:00 pm Exhibitors Set-Up Available 9:00 am 1:00 pm Board of Directors Meeting (Closed Session) Franklin Room Breakfast and Lunch served 1:00 pm 4:00 pm Board of Directors Meeting (Open Session) Franklin Room Attendance by the 4:00 pm 5:00 pm Board of Directors Economic Development Session with Special Guests (Closed Session) Washington Room 5:30 pm 7:30 pm NADCO Board of Directors Welcome Reception (Open to all Conference Attendees) Baby Wale 1124 Ninth Street, N.W. Washington, DC (1/2 mile walk from the Washington Plaza, follow M Street east for 6 blocks and turn right onto 9 th street) 7:30 pm 9:30 pm NADCO Board of Directors and Lender Advisory Council Dinner (By Invitation Only) Corduroy 1122 Ninth Street, N.W. Washington, DC (Located next to Baby Wale) Page 1

2 Tuesday, March 4 7:00 am 5:00 pm Registration Open 7:30 am 8:30 am Breakfast State Suite 8:30 am 5:00 pm Exhibitors Open 8:30 am 9:30 am Congressional Briefing: How to Lobby to Congress (Open to all Conference Attendees) Tom Cator, Lobbyist Claire O Rourke, Director of Government Relations & Grassroots Campaigns Brett Palmer, President & CEO Small Business Investor Alliance Beth Solomon, President & CEO 9:30 am 9:45 am Break 9:45 am 11:45 am NADCO NextGen Bonus Session: Media Training (Open to all Conference Attendees) Includes: Headshots Neshan Naltchayan Media Training Hamilton Place Strategies Planet Vox Social Media Working Groups Hamilton Place Strategies 10:00 am 11:45 am NADCO Finance Committee Meeting (Closed Session) Congressional Room Page 2

3 Tuesday, March 4 (Continued) 11:45 am 1:00 pm NADCO Media and Awards Luncheon Beth Solomon, President & CEO Awards Presentation: Marketing March Madness Awards NADCO CDCs NADCO Public Service Award Patrick Kelley, Deputy Associate Administrator Media Panel Kent Hoover, Washington Bureau Chief The Business Journals Jessica Taylor, Political Editor The Hill Bob Coleman Coleman Report 1:00 pm 1:15 pm Break 1:15 pm 1:45 pm NextGen Leaders Spotlight Invited Patrick Kelley, Deputy Associate Administrator Hilda Kennedy, President AmPac Tri-State CDC Patti Kibbe, President & CEO Evergreen Business Capital William Pazmino, Executive Director Regional Business Assistance Corporation Giovanna Piovanetti, Esq., CPA, Executive President Corporación para el Financiamiento Empresarial del Comercio y de las Comunidades (COFECC) Brian Stirnweis, Assistant Vice President Preferred Lender Specialist Bank of America Merrill Lynch Donald DiMartini, SBA Director NYC Market Citi Commercial Bank Page 3

4 Tuesday, March 4 (Continued) 1:45 pm 2:45 pm SBA Discussion I - Update on SMART and Trends in CDC Oversight Invited Brent Ciurlino, Director, Office of Credit Risk Management Paul Kirwin, Supervisory Financial Analyst Moderators: Steve Dusek, Vice Chairman of Regulatory Affairs Rhonda Pointon, Vice President, Regulatory Affairs, Training & Support 2:45 pm 3:00 pm Break 3:00 pm 3:30 pm SBA Discussion II - CSA and System Updates Invited Steve Kucharski, Director, Office of Performance and Systems Management Ingrid Ripley, Program Analyst Moderators: Catherine Riddle, Member, Board of Directors Rhonda Pointon, Vice President, Regulatory Affairs, Training & Support 3:30 pm 4:00 pm SBA Discussion III - New Policy: Updates and Implementation Invited John Miller, Director, Financial Programs Operations Linda Rusche, Director, Office of Financial Assistance Linda Reilly, Chief 504 Program Branch, Office of Financial Assistance Robert Carpenter, Financial Analyst, Office of Financial Assistance Eric Wall, Financial Analyst, Office of Financial Assistance Warren Boyd, Financial Analyst, Office of Financial Assistance Moderators: Mary Mansfield, Vice Chairman of the Board Rhonda Pointon, Vice President, Regulatory Affairs, Training & Support Page 4

5 Tuesday, March 4 (Continued) 4:00 pm 4:45 pm SBA Discussion IV Community Advantage Program and SBA Loans for Export and Expansion Invited Grady Hedgespeth, Director, Office of Economic Opportunity Dennis R. Chrisbaum, Director, International Trade Finance Moderators: Sally Robertson, Chairman of the Board Rhonda Pointon, Vice President, Regulatory Affairs, Training & Support 5:00 pm Bus Departs to PAC Reception Main Entrance 5:30 pm 6:30 pm NADCO PAC Reception Sonoma Restaurant & Wine Bar 223 Pennsylvania Avenue, S.E. Washington, DC In Honor of: Representative Steve Chabot (R-OH) U.S. House Committee on Small Business Minimum donation required to attend 7:00 pm Bus Departs to the Sonoma Restaurant & Wine Bar Main Entrance Wednesday, March 5 7:00 am 10:00 am Registration Open 7:00 am 8:30 am Breakfast 8:30 am 9:30 am NADCO PAC Breakfast Sonoma Restaurant & Wine Bar 223 Pennsylvania Avenue, S.E. Washington, DC In Honor of: Senator James E. Risch (R-ID), Ranking Member Committee on Small Business and Entrepreneurship Minimum donation required to attend 9:45 am 5:00 pm Day on Capitol Hill Schedule your Congressional Visits TODAY! Page 5

6 Small Business Lending & Investment Summit March 5, 2014 Building, Dirksen SD-106 ***DRAFT AGENDA*** Small business lending is directly correlated to job creation. The Small Business Lending & Investment Summit focuses attention on available solutions by the financial services industry, the Small Business Administration, stakeholders and business leaders to address market failures and accelerate the economic recovery. Wednesday, March 5 12:00 pm 1:00 pm Registration Open Foyer 1:00 pm 1:10 pm SBA Keynote Address Invited Speaker: Ann Marie Mehlum, Associate Administrator U.S. Small Business Association 1:10 pm 1:45 pm State of Small Business Lending & Investment Today Deborah Stallings, Member of the Board of Directors National Association of Women Business Owners Todd McCracken, President National Small Business Association Chad Moutray, Chief Economist National Association of Manufacturers John Reynolds, President International Franchise Association Educational Foundation JD Harrison, Reporter The Washington Post Page 1

7 Wednesday, March 5 (Continued) 1:45 pm 2:30 pm SBA 7a Loans: Delivering Capital to American Small Business Tony Wilkinson, President & CEO National Association of Government Guaranteed Lenders Lynn Ozer, President Government Guaranteed Lending, Susquehanna Bank Chairman, National Association of Government Guaranteed Lenders Kerri Agee, President & CEO banc-serv PARTNERS LLC Richard Bradshaw, Head of SBA Programs TD Bank Ray Omar, U.S. Army Veteran & Franchise Owner Dunkin Donuts Mike Rozman, President & Chief Strategy Officer BoeFly 2:30 pm 3:15 pm The Real Estate Advantage (504) Loan Program Introductions & NADCO Public Service Award Presentations: Patrick Kelley, Deputy Associate Administrator Andy Shallal, CEO Busboys & Poets, Washington, D.C. Sally Robertson, Chairman Chip Rogers, Vice President, Government Affairs Asian American Hotel Owners Association Patrick Clark, Reporter Bloomberg Businessweek Page 2

8 Wednesday, March 5 (Continued) 3:15 pm 3:45 pm Ensuring Accessibility of Small Business Lending: A Regulatory Perspective Speaker: Traci Mach, Senior Economist Board of Governors of the Federal Reserve System David Pommerehn, Counsel Consumer Bankers Association 3:45 pm 4:05 pm Congressional Keynote Address Invited Speaker: Senator Maria Cantwell (D-WA), Chairman Committee on Small Business & Entrepreneurship Patti Kibbe, President & CEO Evergreen Business Capital 4:05 pm 4:45 pm Private Capital & Investment to Fuel Job Creation Speaker: Trevoir Gregg, Co-Founder & Managing Partner RLJ Credit Opportunity Fund Brett Palmer, President & CEO Small Business Investor Alliance Page 3

9 Wednesday, March 5 (Continued) 4:45 pm 5:00 pm Congressional Keynote Address Invited Speaker: Senator James E. Risch (R-ID), Ranking Member Committee on Small Business and Entrepreneurship TBD 5:00 pm 7:00 pm Leadership Reception Page 4