2015 ​ ​ ​ 26th Annual
​ ​ ​Wisconsin Lenders Conference
​                                    Held May 14 and 15, 2015 ​ ​

26th Annual Wisconsin Lenders Conference brochure

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The 26th Annual Wisconsin Lenders Conference was held at the Chula Vista Conference Center in Wisconsin Dells for 2015!

Join us next year for the 27th Annual Wisconsin Lenders Conference which will includ exciting educational information for commercial lenders highlighting presentations and updates from SBA, RMA, Regulatory Agencies, and more!
Mark your calendars now and plan to attend this conference for bank presidents, CEOs, Board and Chamber Directors, CPAs, Commercial Lenders, Credit Analysts, Tellers, Collection Managers and anyone in lending! A variety of sessions will be available for new and experienced lenders, and those who work with SBA loans. A special session on "The SBA Loan - Start to Finish" will run concurrently with the conference and is limited to 60 participants. 

Jules Matsoff Memorial Golf Outing

Jules Matsoff Memorial Golf Outing was held to support Wisconsin SCORE was held on Friday, May 15 at Trappers Turn. The registration fee of $60 included 18 holes of golf (Scramble Format with 8:30 a.m. shotgun start), cart, use of practice facility and range, with awards and lunch following. Get ready for the Jules Matsoff Memorial Golf Outing on Friday, May 15 at Trappers Turn. Registration fee of $60 includes 18 holes of golf, cart, use of practice facility and range, with awards and lunch following play. It's a Scramble Format with 8:30 a.m. shotgun start and prizes throughout the course. Set up your foursomes now, or let us arrange for you!
Proceeds supported Wisconsin SCORE chapters.

​Conference Agenda

​Day/Time ​Session ​Speaker

​Thursday, May 14

​7:30-8:30 a.m. ​Registration/Continental Breakfast
​8:30 a.m. Welcome/Remarks ​Eric Ness, SBA District Director
​8:45-9:30 a.m. ​General Session-Wisconsin Small Business Update ​Lt. Governor Rebecca Kleefisch
​9:30-9:45 a.m. ​Networking Break/Visit Vendors
​9:45-11 a.m. ​Breakout Session A
​11-11:15 a.m. ​Break - move to next session
​11:15 a.m. - 12:30 p.m. ​Breakout Session B
12:30-2:00 p.m.​ ​SBA Lender Awards Luncheon ​Eric Ness and Marianne Markowitz
​2-3:15 p.m. Breakout Session C
​3:15-3:30 p.m. ​Networking Break/Visit Vendors
​3:30-4:45 p.m. ​Breakout Session D

8:30 a.m.-12:30 p.m.

2-5 p.m.​

​Special Full-Day Training Session!

The SBA Loan-Start to Finish

Jam-packed full day training session on the life of a loan. Limited to 60 Participants.

​Presented by SBA Complete - see more information in box above right.
​5-8 p.m. Networking Reception with Hors d'oeuvres and Cash Bar. Complimentary Beer/Soda/Water ​Beverage sponsor: Great Lakes Asset Corporation
Friday, May 15​
​8 a.m. ​Jules Matsoff Memorial Golf Outing at Trappers Turn Golf Course; 8:30 shotgun start ​Supports Wisconsin SCORE chapters
​8:30 a.m.-12 noon

RMA Special Workshop

Integrating Loan Structure, Borrower Reporting and Collateral

​Gary Maples, River Edge Consulting LLC

​RMA Special Workshop: Loan Straucturing, Collateral Issues and Loan Documentation

Join Gary Maples, River Edge 
Consulting LLC in this half-day workshop on Friday, May 
15 from 8:30 a.m. to noon.

This seminar will increase your understanding of basic loan 
structure, collateral issues, 
and purpose of loan 
documentation. It will enhance your ability to explain the reasons for structure, collateral and documentation to your borrowers.

This is not a "How to fill in the blanks" course. It is more of a "What, Why, and When" approach. Lenders, loan processors, loan administrative assistants, compliance officers or anyone new to the lending process will benefit from this seminar.

Click here for more details.

​New Full-Day Session!

The SBA Loan - Start to Finish

This will be a jam-packed full day training session. Program participants will become familiar with the different loan programs that SBA offers, general program eligibility requirements, key elements for proficiently processing and packaging the SBA loan. We will also cover steps for properly documenting the closing and funding of the loan along with general servicing and liquidation guidelines.

Thursday, May 14 - 8:30 a.m.-5 p.m. 

Attendees will spend the entire day in this limited enrollment, hands-on session but attend the SBA Awards luncheon with the rest of the conference participants.

Presented by SBAComplete

Limited to 60 participants.


​Expanded Vendor Area!

Would you like an opportunity to share information about your products or services with over 300 Wisconsin lending professionals? Register for a booth at the 2015 Wisconsin Lenders Conference and get the chance to network with commercial lenders.

Click here for information on how to be a vendor.

Call 715-346-3861 for more information.

Keynote Address: 

The State of Wisconsin Small Business, Lt. Governor Rebecca Kleefisch


Rebecca Kleefisch, a former small business owner and news reporter, serves as Wisconsin's 44th Lieutenant Governor since being elected November 2, 2010. Widely credited for coining the phrase, "Wisconsin is Open for Business", Rebecca played a key role from day one in business growth and retention for Wisconsin. She serves as Wisconsin's "Jobs Ambassador" and spearheads the Governor's Small Business Summits and Tax Reform Roundtables. She chaired the Governor's Sub-Cabinet on Workforce Investment, which developed the "Wisconsin Working" plan to connect the unemployed to jobs, encourate the hiring of veterans, and address Wisconsin's graying manufacturing workforce. Rebecca serves as an economic development liaison and advocate for small business owners and chairs the Task Force on Minority Unemployment for the Wisconsin Council on Workforce Investment and the Manufacturing Committee for the Aerospace States Association.

Rebecca's leadership has been recognized with a "Courage in Leadership Award" by the Faith and Freedom Coalition and a "Woman of Exceptional Courage" award from the Clare Booth Luce Policy Institute. She was named as a champion for lower taxes by the National Tax Limitation Committee and The 60 Plus Association. In May 2014, the Washington Post recognized her as one of 40 rising stars in politics across the country. 

​Sponsorship Opportunities!

Sponsorships are available for the Wisconsin Lenders Conference. This annual event attracts lenders from across Wisconsin and surrounding states to network and receive updates about SBA lending and other issues related to commercial lending. Your sponsorship will help us to create a successful event and give you an opportunity to reach more than 300 Wisconsin lending professionals.

Click the link above to get details about sponsorship levels and share information about your organization at the 2015 Wisconsin Lenders Conference. Call Dorothy Snyder at 715-346-3861 with any questions.


Platinum Sponsors:

Wisconsin Business Development Finance Corporation
Risk Management Association, Wisconsin Chapter


Gold Sponsors:

Great Lakes Asset Corporation
Ridgestone Bank
Business Lending Partners
SBA Complete





Coordinated by:


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.