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SBA Hot Topic Tuesday — Coleman 2017 SBA BDO Winners!

April 17, 2018

SBA Hot Topic Tuesday — Coleman 2017 SBA BDO  Winners!

Congratulations to our six Coleman 2017 SBA BDO Winners!

Sponsored by Government Loan Solutions, a panel of three judges reviewed over 30 outstanding submissions in choosing this year’s winners.

This year’s winners:


Amy Amorose, Quantum National Bank

Jennifer Davis, TMC Financing

Brian Hunt, BBVA Compass

Tim McLain, Harvest Small Business Finance

Elizabeth Rusnak, Northwest Business Development Association

Cindy Santilena, Bank of America Merrill Lynch

Coleman 2017 SBA BDO Summit


Location:
Bardessonso
6526 Yount St.
Yountville, CA 94599
https://bardessono.com/

Dress is Wine Country Casual!

Platinum Sponsor

Coleman SBA BDO Summit Agenda

Monday, May 21
3:00 pm to 6:00 pm — Arrival and Hotel Check-In
6:00 pm — Reception and Dinner (Guest is welcome)

Tuesday, May 22
8:00 am to 8:30 am — Breakfast

8:30 am to 9:00 am — Keynote address by Bob Coleman, “The Future of SBA BDO Compensation — Up or Down?”


Bob Coleman
Founder and Publisher, Coleman Publishing

9:00 am to 9:30 am — Keynote address by Bob Judge, “How the SBA 7(a) Secondary Market Impacts BDO Compensation”


Bob Judge
Co-founder and Principal, Government Loan Solutions

9:30 am to 10:00 am — Keynote address by Brent Ciurlino, “What Management Needs to Know about SBA BDO Compensation”


Brent Ciurlino
Former SBA Assistant Associate Administrator, Director of Office of Credit Risk Management (OCRM)

10:00 am to 10:30 am — Break

10:30 am to 12:00 pm — “Off the Record” Summit Presentations by the six Coleman 2017 SBA BDO Winners

Bob Coelman will moderate this session that allows each winner a 10 to 15 minute “off-the-record” presentation about any topic of their choice that would be of interest to fellow winners — successes, challenges, case studies, secrets to success, geographic insights, bucket insights, managing borrower tips, getting loan approval tips, social media use, personal code.

12:30 pm to 3:00 pm Winery tour, tasting and light lunch (Guest is welcome)

6:00 pm — Reception and Winner’s Dinner (Guest is welcome)

Wednesday, May 23

8:30 am to 9:00 am — Breakfast

9:00 am to 11:00 am — “Off the Record” Summit participant discussion led by Bob Coleman — “What’s working, and what’s not working for the SBA BDO”

11:00 am — Summit Adjournment and Hotel Check-Out

 

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