Coleman BDO Summit — 3/13-3/14

March 13-14, 2025 at the Grand Bohemian Hotel Orlando

All past winners are invited to attend at no cost.
If you are not a past winner and would like to attend, please email your 2024 numbers to anna@colemanreport.com to apply. Our sponsorship committee will review your email and send an invitation if approved.

Tentative Agenda for BDO Awards Summit

Thursday, March 13, 2025 – Grand Bohemian Hotel

5:00pm — Doors Open

5:15pm – 5:30pm — Welcome & Introductions

5:30pm – 6:30pm — Dinner

6:30pm – 8:30pm — Awards Dinner

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Friday, March 14, 2025 – Grand Bohemian Hotel

8:00am – 9:00am —  Breakfast

9:00am – 9:30am — Keynote Address – Trends in SBA BDO Compensation – Up or Down?
Bob Coleman, Publisher and Founder, Coleman Report

9:30am – 12:00pm — “Off the Record” Summit Discussion
Led by Bob Coleman, each winner is given 10 to 15 minutes to discuss any topic of their choice. The event will be “off the record” so feel free to share about successes, challenges, case studies, your secrets to success, geographic insights, bucket insights, managing borrower tips, getting loan approval tips, social media use, personal code…. anything that you believe could be of interest to your fellow winners.

12:00pm – 1:00pm — Lunch

1:00pm – 1:30pm — Keynote Address – How Inflation Impacts 7a Premiums
Speaker TBA

1:30pm – 2:00pm — Social Media Best Practices and the SBA BDO
Speaker TBA

2:00pm – Summit Adjournment

BDO Awards Summit Sponsors