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2014 Government Relations Conference March 3-5, 2014 Washington Plaza Hotel ***DRAFT AGENDA***

2014 Government Relations Conference March 3-5, 2014 Washington Plaza Hotel ***DRAFT AGENDA***

2014 Government Relations Conference March 3-5, 2014 Washington Plaza Hotel ***DRAFT AGENDA***

Monday, March 3 8:00 am – 5:00 pm Registration Open Washington Plaza Hotel Foyer

9:00 am – 5:00 pm Exhibitors Set-Up Available Washington Plaza Hotel Federal Hall Foyer

9:00 am – 1:00 pm Board of Directors Meeting (Closed Session) Washington Plaza Hotel Franklin Room Breakfast and Lunch served

1:00 pm – 4:00 pm Board of Directors Meeting (Open Session) Washington Plaza Hotel Franklin Room Attendance by the U.S. Small Business Administration

4:00 pm – 5:00 pm Board of Directors Economic Development Session with Special Guests (Closed Session) Washington Plaza Hotel 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 20001 (1/2 mile walk from the Washington Plaza, follow M Street east for 6 blocks and turn right onto 9th 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 20001 (Located next to Baby Wale)

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Tuesday, March 4 7:00 am – 5:00 pm Registration Open Washington Plaza Hotel Federal Hall Foyer

7:30 am – 8:30 am Breakfast Washington Plaza Hotel State Suite

8:30 am – 5:00 pm Exhibitors Open Washington Plaza Hotel Federal Hall Foyer

8:30 am – 9:30 am Congressional Briefing: How to Lobby to Congress (Open to all Conference Attendees) Washington Plaza Hotel Federal Hall Speakers: Tom Cator, Lobbyist National Association of Development Companies Claire O’Rourke, Director of Government Relations & Grassroots Campaigns National Association of Development Companies Brett Palmer, President & CEO Small Business Investor Alliance Moderator: Beth Solomon, President & CEO National Association of Development Companies

9:30 am – 9:45 am Break

9:45 am – 11:45 am NADCO NextGen Bonus Session: Media Training (Open to all Conference Attendees) Washington Plaza Hotel Federal Hall 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) Washington Plaza Hotel Congressional Room

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Tuesday, March 4 (Continued) 11:45 am – 1:00 pm NADCO Media and Awards Luncheon Washington Plaza Hotel Federal Hall Introductions: Beth Solomon, President & CEO National Association of Development Companies Awards Presentation: Marketing March Madness Awards NADCO CDCs NADCO Public Service Award Patrick Kelley, Deputy Associate Administrator U.S. Small Business Administration Media Panel Speakers: Kent Hoover, Washington Bureau Chief The Business Journals Jessica Taylor, Political Editor Bob Coleman Coleman Report

1:00 pm – 1:15 pm Break

1:15 pm – 1:45 pm NextGen Leaders Spotlight Washington Plaza Hotel Federal Hall Invited Speakers: Patrick Kelley, Deputy Associate Administrator U.S. Small Business Administration 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 Moderator: Donald DiMartini, SBA Director – NYC Market Citi Commercial Bank

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Tuesday, March 4 (Continued) 1:45 pm – 2:45 pm SBA Discussion I - Update on SMART and Trends in CDC Oversight Washington Plaza Hotel Federal Hall Invited Speakers: Brent Ciurlino, Director, Office of Credit Risk Management U.S. Small Business Administration Paul Kirwin, Supervisory Financial Analyst U.S. Small Business Administration Moderators: Steve Dusek, Vice Chairman of Regulatory Affairs National Association of Development Companies Rhonda Pointon, Vice President, Regulatory Affairs, Training & Support National Association of Development Companies

2:45 pm – 3:00 pm Break

3:00 pm – 3:30 pm SBA Discussion II - CSA and System Updates Washington Plaza Hotel Federal Hall Invited Speakers: Steve Kucharski, Director, Office of Performance and Systems Management U.S. Small Business Administration Ingrid Ripley, Program Analyst U.S. Small Business Administration Moderators: Catherine Riddle, Member, Board of Directors National Association of Development Companies Rhonda Pointon, Vice President, Regulatory Affairs, Training & Support National Association of Development Companies

3:30 pm – 4:00 pm SBA Discussion III - New Policy: Updates and Implementation Washington Plaza Hotel Federal Hall Invited Speakers: John Miller, Director, Financial Programs Operations U.S. Small Business Administration Linda Rusche, Director, Office of Financial Assistance U.S. Small Business Administration Linda Reilly, Chief 504 Program Branch, Office of Financial Assistance U.S. Small Business Administration Robert Carpenter, Financial Analyst, Office of Financial Assistance U.S. Small Business Administration Eric Wall, Financial Analyst, Office of Financial Assistance U.S. Small Business Administration Warren Boyd, Financial Analyst, Office of Financial Assistance U.S. Small Business Administration Moderators: Mary Mansfield, Vice Chairman of the Board National Association of Development Companies Rhonda Pointon, Vice President, Regulatory Affairs, Training & Support National Association of Development Companies

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Tuesday, March 4 (Continued) 4:00 pm – 4:45 pm SBA Discussion IV – Community Advantage Program and SBA Loans for Export and Expansion Washington Plaza Hotel Federal Hall Invited Speakers: Grady Hedgespeth, Director, Office of Economic Opportunity U.S. Small Business Administration Dennis R. Chrisbaum, Director, International Trade Finance U.S. Small Business Administration Moderators: Sally Robertson, Chairman of the Board National Association of Development Companies Rhonda Pointon, Vice President, Regulatory Affairs, Training & Support National Association of Development Companies

5:00 pm Bus Departs to PAC Reception Washington Plaza Hotel Main Entrance

5:30 pm – 6:30 pm NADCO PAC Reception Sonoma Restaurant & Wine Bar 223 Pennsylvania Avenue, S.E. Washington, DC 20003 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 Washington Plaza Hotel Sonoma Restaurant & Wine Bar Main Entrance

Wednesday, March 5 7:00 am – 10:00 am Registration Open Washington Plaza Hotel Federal Hall Foyer

7:00 am – 8:30 am Breakfast Washington Plaza Hotel Federal Hall

8:30 am – 9:30 am NADCO PAC Breakfast Sonoma Restaurant & Wine Bar 223 Pennsylvania Avenue, S.E. Washington, DC 20003 In Honor of: Senator James E. Risch (R-ID), Ranking Member U.S. Senate Committee on Small Business and Entrepreneurship Minimum donation required to attend

9:45 am – 5:00 pm Day on Schedule your Congressional Visits TODAY!

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Small Business Lending & Investment Summit March 5, 2014 U.S. Senate 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 U.S. Senate Room: Dirksen SD-106 Foyer

1:00 pm – 1:10 pm SBA Keynote Address U.S. Senate Room: Dirksen SD-106 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 U.S. Senate Room: Dirksen SD-106 Introductions: Deborah Stallings, Member of the Board of Directors National Association of Women Business Owners Speakers: Todd McCracken, President National Small Business Association Chad Moutray, Chief Economist National Association of Manufacturers John Reynolds, President International Franchise Association Educational Foundation Moderator: JD Harrison, Reporter The Washington Post

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Wednesday, March 5 (Continued) 1:45 pm – 2:30 pm SBA 7a Loans: Delivering Capital to American Small Business U.S. Senate Room: Dirksen SD-106 Introductions: Tony Wilkinson, President & CEO National Association of Government Guaranteed Lenders Speakers: 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 Moderator: Mike Rozman, President & Chief Strategy Officer BoeFly

2:30 pm – 3:15 pm The Real Estate Advantage (504) Loan Program U.S. Senate Room: Dirksen SD-106 Introductions & NADCO Public Service Award Presentations: Patrick Kelley, Deputy Associate Administrator U.S. Small Business Administration Speakers: Andy Shallal, CEO Busboys & Poets, Washington, D.C. Sally Robertson, Chairman National Association of Development Companies Chip Rogers, Vice President, Government Affairs Asian American Hotel Owners Association Moderator: Patrick Clark, Reporter Bloomberg Businessweek

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Wednesday, March 5 (Continued) 3:15 pm – 3:45 pm Ensuring Accessibility of Small Business Lending: A Regulatory Perspective U.S. Senate Room: Dirksen SD-106 Speaker: Traci Mach, Senior Economist Board of Governors of the Federal Reserve System Moderator: David Pommerehn, Counsel Consumer Bankers Association

3:45 pm – 4:05 pm Congressional Keynote Address U.S. Senate Room: Dirksen SD-106 Invited Speaker: Senator Maria Cantwell (D-WA), Chairman U.S. Senate Committee on Small Business & Entrepreneurship Introductions: Patti Kibbe, President & CEO Evergreen Business Capital

4:05 pm – 4:45 pm Private Capital & Investment to Fuel Job Creation U.S. Senate Room: Dirksen SD-106 Speaker: Trevoir Gregg, Co-Founder & Managing Partner RLJ Credit Opportunity Fund Moderator: Brett Palmer, President & CEO Small Business Investor Alliance

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Wednesday, March 5 (Continued) 4:45 pm – 5:00 pm Congressional Keynote Address U.S. Senate Room: Dirksen SD-106 Invited Speaker: Senator James E. Risch (R-ID), Ranking Member U.S. Senate Committee on Small Business and Entrepreneurship Introductions: TBD

5:00 pm – 7:00 pm Leadership Reception U.S. Senate Room: Dirksen SD-106

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