2016
Conference Registration...
Trappers Turn Golf Club
Friday, May 20, 2016
7 a.m. Breakfast/Check In
8:30 a.m. Shotgun Start
(Scramble Format)
Fees: $100--Includes breakfast, 18 holes of golf with
GPS cart, use of practice facility, lunch with prizes and
awards.
My foursome will be:
____________________________________
____________________________________
____________________________________
_____________________________________
If no foursome indicated, we will assign randomly.
$_________________Amount Enclosed
($100/person, checks payable to SCORE Golf Outing)
Send by April 30, 2016 to:
David W. Maaske
SCORE SE Wisconsin
310 W. Wisconsin Ave.
Milwaukee, WI 53203
- OR Register online at
http://events.constantcontact.com/register/eve
nt?llr=k6pj8rcab&oeidk=a07ecdkajbb7c6f8d61
If your bank would like to sponsor prizes, contact Dave at
414-297-3942 or 262-623-2436.
Foursome Contact:
Name______________________________________
Title ______________________________________
Bank/Business________________________________
Business Address______________________________
City/State/Zip ________________________________
Business Phone_______________________________
FAX ______________________________________
Sponsored by SCORE
Only one person per form. Please photocopy for additional registrations.
Name________________________________________________
Title_________________________________________________
Bank/Business Name______________________________________
Business Address________________________________________
City/State/Zip__________________________________________
Business Phone_________________________________________
Fax__________________Email____________________________
Registration Fee:
_____ $265
Conference Registration Fee (Thursday, materials, lunch, reception)
 I will attend the evening reception, May 19
_____ $35
Extra ticket for Networking Reception, May 19
_____ $155
RMA Workshop, Friday, May 20, 8:30 a.m.- noon
_____ $325
Exhibitors Registration (includes conference fee)
$__________ Total Amount Enclosed
 Vegetarian/Special Diet___________________________
Important: Please check the sessions you will attend
9:45-11 a.m.  A-I  A-II  A-III  A-IV  A-V
11:15 a.m.-12:30 p.m.
 B-I  B-II  B-III  B-IV  B-V
1:30-2:45 p.m.
 C-I  C-II  C-III  C-IV  C-V
3-4:15 p.m.
 D-I  D-II  D-III  D-IV  D-V
Full refund if notified in writing by May 3. After May 3, a $25 cancellation fee will
be charged. Substitutions may be made. Cancellation must be made in writing.
Four Convenient Ways to Register:
Online with credit card at
www.uwsp.edu/conted/confwrkshp/pages/lenders.aspx
Registration form to 715-346-3504
Phone: 715-346-3838 (between 9 a.m. and 4 p.m.)
Mail:
27TH Annual
Wisconsin Lenders Conference
715-346-3838
May 19-20, 2016
Kalahari Conference Center,
Wisconsin Dells
UW-Stevens Point//Continuing Education
2100 Main Street, 032 Main Building
Stevens Point, WI 54481-3897
 Mastercard  Visa Stevens Point WI
Permit No 19
(No state tax revenue supported the printing of this document.)
Who Should Attend:
Bank Presidents, Loan Officers,
Commercial Lenders, Credit Analysts,
Collection Managers
Thursday:
 Keynote by Alex Lasry, VP Strategy & Operations
For the Milwaukee Bucks
 Twenty Workshops
 Expanded Vendor Area
 Ask the Experts from SBA!
Friday:
 Jules Matsoff Memorial Golf Outing for SCORE
 RMA Special Workshop
Kalahari Lodging Reservations: 877-253-5466 Ask for Lenders Conference 2016
Room Block. Special rate $104 ends April 18, 2016.
715-346-3838
The Wisconsin SBDC is hosted by the University of Wisconsin-Extension and is funded in part
through a cooperative agreement with the U.S. Small Business Administration.
2016
Jules Matsoff Memorial Golf Outing at Trappers Turn
27TH Annual
Wisconsin Lenders Conference
Keynote Speaker:
Alex Lasry, Vice President of Strategy and Operations
for the Milwaukee Bucks
May 19-20, 2016
Kalahari Conference Center,
Wisconsin Dells
For Mastercard-VISA-Discover -- Please charge the following account
Non-Profit
U.S.
Postage
PAID
www. uwsp.edu/conted/ConfWrkShp/Pages/lenders
Cancellation Policy:
FAX: University of Wisconsin-Stevens Point
SBDC/Continuing Education 402252
2100 Main St, 032 Main Bldg
Stevens Point WI 54481-3897
 Discover
Cardholder’s Name (print) ______________________________________
Card Billing Address___________________________________________
Signature____________________________________________________
Phone_______________________________________________________
Card No._____________________________________________________
Expiration Date________________________________________________
The Small Business Development Center (SBDC) at UW-Stevens Point is part of a statewide network of SBDCs
working with business owners and entrepreneurs to facilitate business growth and improvement, and to launch
successful new companies. Through no-cost consulting, low-cost entrepreneurial education and strategic
facilitation, SBDC experts serve as resources for small and emerging mid-size companies. The Wisconsin SBDC
is hosted by the University of Wisconsin-Extension and is funded in part through a cooperative agreement with the
U.S. Small Business Administration. www.uwsp.edu/conted/sbdc
www. uwsp.edu/conted/confwrkshp/pages/lenders.aspx
2016
27TH Annual
Wisconsin Lenders Conference
7:30-8:30 a.m.
Registration Check-in and Continental Breakfast
May 19-20, 2016
8:30 a.m.
Welcome and Commentary by Eric Ness, Wisconsin SBA
Kalahari Conference Center
Wisconsin Dells
9-9:45 a.m.
General Session –
Guest Speaker: Alex Lasry, VP of Strategy and
Operations, Milwaukee Bucks
9:45-11 a.m.
Breakout Session A
11-11:15 a.m.
Coffee Break –
(Visit With Vendors)
A: 9:45-11 a.m.
SBA Awards Luncheon
1:30-2:45 p.m.
Breakout Session C
2:45-3 p.m.
Refreshment Break –
(Visit With Vendors)
3-4:15 p.m.
Breakout Session D
4:15-5 p.m.
General Session –
C: 1:30-2:45 p.m.
B: 11:15 a.m.-12:30 p.m.
II
7(a) Small Loan Origination
(< $350,000)
(Curtis Lee, SBA, Hazard KY)
Express and 7(a) Small Loan
Liquidations - Fresno Process
(John Gossett, SBA)
7(a) Large Loan Origination
(> $350,000)
(Curtis Lee, SBA, Hazard KY)
III
504 Loan Program Overview
(GLAC, WBD, BLP)
SBA Lender Oversight and PARRiS
Reviews
(Lou Pham, SBA, OCRM)
SBA Form 1502 Reporting
(Victor Cruz, Colson Services Corp.)
International Trade Finance Options
for Small Business Exporters –
SBA and Export-Import Bank
(Dennis Foldenauer, SBA Chicago)
10-Tab Submission Packages Herndon or Fresno?
(Jane Butler, NAGGL)
SBA 7(a) Loan Closing Best
Practices
(Nick Jellum, Anastasi/Jellum)
Networking Reception –
(Visit With Vendors)
Friday, May 20, 2016
8:30 a.m.-12 noon
RMA Workshop –
Writing about the Risk… Elements of an
Effective Credit Analysis (See Below)
Speaker Round Table with SBA and other speakers
All the Players
(Rich Diemer, Panelists)
IV
The SOP 50 10 Fix
(Jane Butler, NAGGL)
12:30-1:30 p.m.
SBA ONE Loan Origination and
Servicing
(Genevieve Sansom, BNY Mellon)
I
5:30-8 p.m.
11:15 a.m.-12:30 p.m. Breakout Session B
7 a.m.-2 p.m.
D: 3-4:15 p.m.
Jules Matsoff Golf Outing Coordinated by SCORE at Trappers Turn Golf Club
E: 4:15-5 p.m.
Let’s Make a Deal
(Rich Diemer, Panelists)
General Session
SBA Round Table
SBA 7(a) Large Loan Liquidation: (Moderated by Eric Ness)
Understanding the Liquidation
and Guarantee Purchase Process Curtis Lee, Hazard Kentucky
(Nick Jellum, Anastasi Jellum)
John Gossett, Fresno
SBA Debt Refinancing Rules and
Application with Case Studies
Dennis Foldenauer, Illinois
(Jane Butler, NAGGL)
Lou Pham,
OCRM, Washington DC
SBA Loan Servicing
(John Gossett, SBA)
Victor Cruz, Colson Services
Corporation
And other presenters
V-RMA
Regulators Panel, Moderated by Pete
Warmenhoven, RMA (FDIC, OCC, DFI)
2016 Economic Forecast for
the US and Midwest
(Richard Mattoon, Federal Reserve
Bank of Chicago)
Alex Lasry - Vice President of Strategy & Operations, Milwaukee Bucks
Alex Lasry currently serves as the Vice President of Strategy & Operations for the
Milwaukee Bucks. Prior to joining the Bucks, Alex worked at the White House as the
Deputy Counselor for Strategic Engagement, where he served as a top aide to the
Senior Advisor to the President, Valerie Jarrett. He also served as a staff member for the
President’s Jobs Council and the White House business outreach team. Before the White
House, he worked as an analyst for Goldman Sachs, with a focus on legislative issues such
as Dodd-Frank and Basel III, and advised the company on the regulatory environment.
The Renaissance in Commercial
and Industrial Lending
(William Phelan, Paynet)
RMA WORKSHOP
All Course Descriptions Located on Web Site
TRACK TITLES AND SPEAKERS
Track
GUEST SPEAKER
-- AGENDA --
Thursday, May 19, 2016
Crash Course in Covenants
and Collateral
(Bob Heinrich and Emily Clubb,
Reinhart Boerner Van Deuren s.c.)
Writing About the Risk… Elements of an Effective Credit Analysis
Join Gary Maples, President of River Edge Consulting LLC, for another great training session. There are few
formal training courses for teaching lenders and credit analysts about how to write an effective credit analysis.
Often, the process of creating a credit analysis is learned via incomplete “on the job training.” The credit
analysis narrative portion of a loan presentation should be a critical element in relating the credit risk in a
credit request. Learn more about it in this workshop. (See the website for more information.) CRC ceus = 3
715-346-3838 • www.uwsp.edu/conted/confwrkshp/pages/lenders.aspx