CONFERENCE SESSIONS
Further details will be added as information is received. Sessions subject to revision as schedule is finalized.
2024 CONFERENCE TRACKS
SBA Lending Executives
SBA Lending Tactical Pro
Federal, State, and Local Lending Programs
Creative Lending Approaches
Underserved Small Business Ecosystem Development
Small Business Insights
Number of jobs found:
45
(General Session) The State of Small Business - Welcome Address
CONTENT TRACK
Welcome Address
ALL RELATED TRACKS
All
YOU'LL HEAR FROM:
Geri Aglipay
Regional Administrator, SBA Region V, Great Lakes Regional Office
SBA
(General Session) Welcome Address by SBA District Directors
CONTENT TRACK
Welcome Address
ALL RELATED TRACKS
All
YOU'LL HEAR FROM:
Everett M. Woodel, Jr.
District Director
SBA Columbus District Office
Terri Billups
Acting District Director
SBA Cleveland District Office
Stacey Poynter
District Director
SBA Indiana District Office
Lakieta Henderson
District Director
SBA Michigan District Office
(General Session) Welcome Address from ECDI
CONTENT TRACK
Welcome Address
ALL RELATED TRACKS
All
YOU'LL HEAR FROM:
Inna Kinney
Founder and CEO
ECDI
Steve Fireman
President and General Counsel
ECDI
(General Session) Entrepreneur Insight: Weathering the years, as the oldest Black-owned business in the country
CONTENT TRACK
Executive
ALL RELATED TRACKS
All, Small Business Insights
YOU'LL HEAR FROM:
Brian Brooks
Owner
EE Ward Moving and Storage
Interviewed by Chris and Kenny Crump
Entrepreneurs and Founders
Elev8U
(General Session) Economic Update
CONTENT TRACK
Executive
ALL RELATED TRACKS
All
YOU'LL HEAR FROM:
John Augustine
Chief Investment Officer
Huntington National Bank
(General Session) Entrepreneur Insight: What do small businesses need to survive?
CONTENT TRACK
Executive
ALL RELATED TRACKS
All, Small Business Insights
YOU'LL HEAR FROM:
Inna Kinney (moderator)
Founder and CEO
ECDI
Lisa Gutierrez
Founder, Owner
Dos Hermanos
John Rush
Founder, Owner
Third Way Cafe and Clean Turn
Michelle Allen
MMELO Boutique Confections
Founder, Owner
(General Session) Innovative Approaches: Leveraging capital for increased community impact
CONTENT TRACK
Creative Lending Approaches
ALL RELATED TRACKS
All, Executive, Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Inna Kinney
Founder and CEO
ECDI
Margaret (Maggie) Ference
Senior Vice President | Business Banking Credit, Ops & SBA Director
Huntington National Bank
Basics of construction finance and surety bonds
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
Jermain Perry
Director Office of Surety Guarantees
SBA
How Microenterprise Loans Work
CONTENT TRACK
Federal-State-Local Lending Programs
ALL RELATED TRACKS
Executive, Creative Lending Approaches, Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Daniel Upham
Chief of Microenterprise Development Division
SBA
USDA Programs for Spurring Rural Business Development
CONTENT TRACK
Federal-State-Local Lending Programs
ALL RELATED TRACKS
Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Randy Monhemius
USDA Rural Development
U.S. Department of Agriculture (USDA)
Office Hours / Q&A: Microlending and CA
CONTENT TRACK
Federal-State-Local Lending Programs
ALL RELATED TRACKS
Executive, Tactical, Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Office of Microlending, including Dan Upham
Chief of Microenterprise Development
SBA
Office of Microlending, including Chris Webb
Chief of Community Advantage
SBA
Office Hours / Q&A: SBA Lending
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Executive, Tactical, Federal-State-Local Lending Programs, Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Jerome Jones
Lender Relationship Specialist
SBA
Ray Graves
Lender Relationship Specialist
SBA
David Townshend
Lender Relationship Specialist
SBA
State and Local Community Advantage Lenders
CONTENT TRACK
Federal-State-Local Lending Programs
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
Chris Webb
Chief of Community Advantage
SBA
Lender Oversight and Risk Rating
An SBA Murder Mystery: Who Killed the Guarantee
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
Eddie Ledford
Deputy Director, Office of Credit Risk Management
SBA
Nick Jellum
President
Jellum Law
How to Help Your Clients Grow through Exporting
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
Romualdo Ancog
Regional Export Finance Manager
SBA
Lender Match Workshop, BYO Laptop
CONTENT TRACK
Executive
ALL RELATED TRACKS
Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Thomas McFadden (tentative)
Lender Relations Specialist
SBA
1502 Reporting Overview and Updates
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
Victor M Cruz
Supervisor, FTA Client Services Team
SBA
Isabelle Foisy
FTA Guidehouse Advisory team member
SBA
Calling an SBA Guarantee
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
Emily Doxzon
Assistant Center Director, Guaranty Purchase
SBA
Understanding SOP for 5010 7
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
Randy Puckett
Senior Financial and Loan Specialist in the Office of Financial Assistance with the 7(a) Loan Division
SBA
Advanced 7a Lending
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Executive
YOU'LL HEAR FROM:
Darrel Dante
Supervisory Loan Specialist, 7(a) Loan Guaranty Processing Center
SBA
Randy Puckett
Senior Financial and Loan Specialist in the Office of Financial Assistance with the 7(a) Loan Division
SBA
Claudia Naples
SBA Operations Manager
Huntington National Bank
E-Tran: The Latest in Validations and GUI Improvements
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
David Tinsley
Head of SBA LSP Services, SVP
Lenders Cooperative, Inc
Strategies for Managing SBA Loan Liquidations
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
John Gossett
Assistant Center Director for Servicing, Commercial Loan Service Center
SBA
Utilizing Every Resource to Prevent Loan Defaults
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
John Gossett
Assistant Center Director for Servicing, Commercial Loan Service Center
SBA
Loan Origination and Underwriting Trends
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Executive
YOU'LL HEAR FROM:
John Gossett
Assistant Center Director for Servicing, Commercial Loan Service Center
SBA
LGPC Screen Outs Workshop
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
Darrel Dante
Supervisory Loan Specialist, 7(a) Loan Guaranty Processing Center
SBA
Best Practices in SBA Lending, Practitioner Panel
CONTENT TRACK
Executive
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
Ray Graves (moderator)
Lender Relationship Specialist
SBA
Darrel Dante
Supervisory Loan Specialist, 7(a) Loan Guaranty Processing Center
SBA
Nick Jellum
President
Jellum Law
Jim Laipply
State Director
Ohio Small Business Development Centers (SBDC)
Current fraud trends and practices
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
Office of Inspector General (SBA-OIG)
SBA
(General Session) Tour of ECDI's Food-and-Beverage Industry Incubator
CONTENT TRACK
Creative Lending Approaches
ALL RELATED TRACKS
All, Executive, Underserved Small Business Ecosystem Development, Small Business Insights
YOU'LL HEAR FROM:
Inna Kinney
Founder and CEO
ECDI
Anthony Berin
Vice President of Incubation Programs
ECDI
Walking Tour: Small Businesses of the North Market
CONTENT TRACK
Underserved Small Business Ecosystem Development
ALL RELATED TRACKS
All, Executive, Small Business Insights
YOU'LL HEAR FROM:
Diverse and Dynamic Small Business Owners of the North Market
Tour led by ECDI
The Latest in SSBCI Programs
CONTENT TRACK
Federal-State-Local Lending Programs
ALL RELATED TRACKS
Executive, Creative Lending Approaches, Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Chris Cook
Managing Director - Capital Access
Michigan Economic Development Corporation
Carolyn Cassin
President and CEO
Michigan Women Forward
Empowering New Americans: Increasing opportunities for Immigrant, Refugee, Asylee Communities
CONTENT TRACK
Underserved Small Business Ecosystem Development
ALL RELATED TRACKS
Executive, Federal-State-Local Lending Programs, Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Boris Chudnovsky (moderator)
Lending Relationship Manager for New Americans
ECDI
Joe Cimperman
President & CEO
Global Cleveland
Alison Brown
Attorney
U.S. Committee for Refugees and Immigrants (USCRI)
Dr. Seleshi Asfaw
President and CEO
Ethiopian Tewahedo Social Services
Main Street Revitalization: Creating Opportunity to Spur Economic Recovery in Disinvested Areas
CONTENT TRACK
Underserved Small Business Ecosystem Development
ALL RELATED TRACKS
Executive, Creative Lending Approaches, Federal-State-Local Lending Programs, Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Jennifer Brown
Business Program Specialist
USDA Rural Development
Christopher Smalley
Director of Lending for Appalachia
ECDI
Advanced 504 Lending
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Tactical
YOU'LL HEAR FROM:
Laura Frum
President
Community Capital Development Corporation
Reaching Underserved Markets and Eliminating Barriers: Insights from Entrepreneurs and Technical Assistance Providers
CONTENT TRACK
Underserved Small Business Ecosystem Development
ALL RELATED TRACKS
Executive
YOU'LL HEAR FROM:
Nicole Liatos (moderator)
Vice President of Entrepreneurial Serivces
ECDI
Jessie Yankee
Vice President of Programs
Association of Women�s Business Centers
Ericka Adams
Owner
Adams Dental Assisting Academy
Roshonda Smith
Senior Vice President, Black Business Engagement Manager
Huntington Bank
Equity in Action: Paving the Way for Women and BIPOC Leaders in Lending
CONTENT TRACK
Executive
ALL RELATED TRACKS
General Session
YOU'LL HEAR FROM:
Jasmine Dixon (moderator)
Vice President of Business Growth Development & Fundraising for ECDI
Faculty at Cuyahoga Community College and Instructor at Oberlin College
Margaret (Maggie) Ference
Senior Vice President | Business Banking Credit, Ops & SBA Director
Huntington National Bank
Ndeda Letson
Senior Vice President, Regional Community Development Market Manager, CRA Officer
Citizens Financial Group, Inc.
Creating a Collaborative SBA Culture - Best Practices
CONTENT TRACK
Executive
ALL RELATED TRACKS
Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Dawn DeRidder
Executive Vice President and Director of Government Guaranteed Lending
CIBM Bank
Business Acquisitions, Change of Ownership, Partner Buyout
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Executive
YOU'LL HEAR FROM:
Robert Vafiadou, CVA
Director - Business Valuation, Certified Valuation Analyst by the NACVA
Reliant Business Valuation
Closing Pitfalls to Avoid
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Executive
YOU'LL HEAR FROM:
Nick Jellum
President
Jellum Law
Who are You Lending To? Risk Mitigation Through Helping Self-Employed Borrowers Become Business Owners
CONTENT TRACK
Executive
ALL RELATED TRACKS
Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Thomas J. Eveland, PhD
Assoc. Professor (Tenured) and Director of Graduate Business Programs, Ohio Dominican University
Executive Director, SBC Small Business Consulting
Technologies for Lending and Business Efficiencies
CONTENT TRACK
Executive
ALL RELATED TRACKS
Creative Lending Approaches
YOU'LL HEAR FROM:
David Tinsley
Head of SBA LSP Services, SVP
Lenders Cooperative, Inc.
Navigating Financial Challenges in Contracting
CONTENT TRACK
Creative Lending Approaches
ALL RELATED TRACKS
Executive, Creative Lending Approaches, Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Jonathan Dawkins (moderator)
Regional Procurement & Supplier Diversity Manager
Turner Construction Company
Dauntrica Woods PMP, MBA, CSM,
Chief Executive Officer
Apex Premier Solutions
Robert Sessley, Jr.,
President
Sessley Construction
Kai Lewars
Principle and Founder
Kaiker Development + Construction
CRA program overview
CONTENT TRACK
Executive
ALL RELATED TRACKS
General Session, Creative Lending Approaches, Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Susan Schaaf
Senior Examiner
Federal Reserve Bank of Cleveland
Stretching your SBA dollars through resource provider collaboration
CONTENT TRACK
Underserved Small Business Ecosystem Development
ALL RELATED TRACKS
Executive
YOU'LL HEAR FROM:
Kelly Gordon (moderator)
Director
ECDI Women's Business Center of Central Appalachia
Rachel Bowling
Director
Kentucky SBDC (Morehead)
Terri Branham Clark
Business Coach
Kentucky SBDC (Eastern Kentucky)
Devanny King
Executive Director
Women's Business Center of Kentucky
7(a) Liquidations
CONTENT TRACK
Tactical
ALL RELATED TRACKS
Executive
YOU'LL HEAR FROM:
Steve Pricco
Director, 7(a) Lending
Michigan Certified Development Company
(General Session) Identifying Your SBA Lending Partners
CONTENT TRACK
Federal-State-Local Lending Programs
ALL RELATED TRACKS
All, Executive, Underserved Small Business Ecosystem Development
YOU'LL HEAR FROM:
Panel of SBA Lending Organizations
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