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
6526 Yount St.
Yountville, CA 94599
Dress is Wine Country Casual!
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?”
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”
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”
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