25th Annual Wisconsin Lenders Conference - 2014



Save the Dates: May 15-16, 2014

Lodging Block closes April 14, 2014! Make your room reservation today! Call 877-253-5466 and mention Lenders Conference 2014 room block.

Kalahari Resort & Convention Center, Wisconsin Dells, Wisconsin

Check the schedule below along with the session descriptions, then click here to register online.

Lodging Information:
Call the Kalahari directly at 877-253-5466 to reserve your room. Ask for the Lenders Conference 2014 room block to get the special conference rate of $104. Block rate ends April 15, so make your reservations soon!

The 2014 Conference brochure will be available soon.

 
Join us as we celebrate 25 years of exciting educational information for Wisconsin's commercial lenders with presentations and updates from SBA, RMA, Regulatory Agencies, and more! A special session on "Life of a Loan" will be presented by SBA Complete for the first 40 registrants.
 
The Lenders Conference is back at the Kalahai Conference Center in Wisconsin Dells for 2014!
 
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! Sessions 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 40 participants.
 
Choose from four tracks of breakout workshops to suit your needs: Applied, General, SBA, RMA/Advanced. Full descriptions of the workshops will be included in the brochure, due out in February. 
 

Jules Matsoff Memorial Golf Outing!

Get ready for the Jules Matsoff Memorial Golf Outing on Friday, May 16 at Trappers Turn. Wisconsin Business Development Finance Corporation is sponsoring the golf outing again this year, providing free golf and lunch to the first 120 conference registrants who sign up. 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!
 
Click here to print your golf registration form. No online golf registration is available. Register your foursome now!

​Conference Agenda

​Day/Time ​Session ​Speaker

​Thursday, May 15

​7:30-8:30 a.m. ​Registration/Continental Breakfast ​Sponosred by Associated Bank
​8:30 a.m. Welcome/Remarks ​Eric Ness, SBA District Director
​9:35 a.m. ​General Session: Lending Industry Update ​Diane Gallion, NAGGL
​9:35-9:50 a.m. ​Networking Break/Visit Vendors
​9:50-11:05 a.m. ​Breakout Session 1: Applied, General, SBA, RMA/Advanced ​see listing below
​11:05-11:15 a.m. ​Break - move to next session
​11:15 a.m. - 12:30 p.m. ​Breakout Session 2: Applied, General, SBA, RMA/Advanced ​see listing below
12:30-2:00 p.m.​ ​SBA Lender Awards Luncheon ​Sponsored by BMO Harris Bank
​2-3:15 p.m. Breakout Session 3: Applied, General, SBA, RMA/Advanced ​see listing below
​3:15-3:30 p.m. ​Networking Break/Visit Vendors
​3:30-4:45 p.m. ​Breakout Session 4: Applied, General, SBA, RMA/Advanced ​see listing below

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 40 Participants.

​Presented by SBA Complete - see more information in box above.
​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 16​
​8 a.m. ​Jules Matsoff Memorial Golf Outing at Trappers Turn Golf Course; sponsored by WBD Finance Corp. - 8:30 shotgun start
​8:30 a.m.-12 noon

RMA Special Workshop:  Lessons Learned... (well, maybe)

click here for session description

​Gary Maples, River Edge Consulting LLC
 

 Click here to register online. Or print Registration Form here.

Conference Breakout Sessions and Descriptions

Click here for breakout session descriptions.



​New Full-Day Session!

Increased to 60 participants!

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 15 - 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 40  60 participants.



 


Sponsored by UWSP Small Business Development Center and UW-Stevens Point Continuing Education and Outreach, Risk Management Associates, Great Lakes Asset Corporation, Wisconsin Business Development Finance Corporation, BMO Harris Bank, Associated Bank, SBA Complete, and Business Lending Partners.



​Interested in being a sponsor or having a vendor booth at the 2014 conference? Call Dorothy Snyder at 715-346-3861 or
click here for more information on how to be a vendor.



Funded in part through a Cooperative Agreement with the U.S. Small Business Administration