Wisconsin Lenders Conference
Thursday, May 19, 2022
Conferences and Training

Wisconsin Lenders Conference Image

Save the date for next year!
Thursday, May 19, 2022


Conference Highlights

The 2021 virtual conference will be a 1.5 day event with keynote speakers on both days. The conference will provide education information and updates for commercial lenders through presentations from SBA, SBDC, RMA, Regulatory Agencies, and more! 

A variety of sessions will be available for new and experienced lenders and those who work with SBA loans. The conference will feature a virtual exhibit hall for attendees to interact with sponsors and exhibitors. 

Exhibitor and sponsorship opportunities available. Email uwspce-sbdc@uwsp.edu for more information. 

Who Should Attend

Bank presidents, CEOs, board and chamber directors, CPAs, commercial lenders, credit analysts, tellers, collection managers, financial, economic development professionals, business chambers, small business owners, and anyone in lending! 


Reigstrations are now closed. 


DAY ONE:  Thursday, May 20, 2021 | 8 a.m.-5 p.m.

Keynote Speaker

Grant Paul, 3 Sheeps Brewing Company

Grant Pauly, Founder and Brewmaster
3 Sheeps Brewing Company

Grant Pauly is the founder & brewmaster at 3 Sheeps Brewing, a craft brewery located in Sheboygan, WI. He has trouble remembering life before brewing, but he has been told that he ran a precast concrete facility for several years after graduating from Northwestern University. Currently, he is seeking a new hobby as he has yet to find one to replace homebrewing. Any recommendations welcome.

Keynote Presentation: It's Takes a Village

The story of 3 Sheeps Brewing from inception to today has been one of rapid grow, growing pains, and incredible support from our community and partners. It is not a story that is soley unique to us, but there are lessons and reminders in it that we can all apply to our careers and while assisting many of the small business that you support.

 Session 1 | 9:10-10:25 a.m.

A)  SOP 50 10 6 Update
Presenter: Lisa Preston | The Preston Group

Tune into this session to understand the multiple clarifications and additional guidance provided by the agency. Lisa Preston and Linda Rusche will discuss the relevant issues including how the changes may affect your lending process. Make sure you are adequately originating SBA loans with a comprehensive knowledge of the changes in the new SOP. 

B)  RMA Regulators Panel


Mike Larabee, Assistant Deputy Comptroller
Office of the Comptroller of the Currency | Milwaukee Field Office 

Wayne Krause, Field Supervisor
Division of Risk Management Supervision | Federal Deposit Insurance Corporation 

Curt Hribal, Supervision Manager 
Federal Reserve Bank of Chicago  

Alan Sisson, Financial Examiner Supervisor
Wisconsin Department of Financial Institutions (DFI)

This session is sponsored by the UW-Stevens Point School of Business and Economics' MBA Program. 
UWSP MBA Program Logo

 Session 2 | 10:35-11:50 a.m.

A)  504 Loan Program
Presenters: Kyle Kuntz | WBD and Carolyn Engel | BLP

Learn how you can differentiate yourself from your competition and build long term customer relationships by offering the SBA 504 long-term fixed rate option. A great option for business owners looking to acquire, expand, or refinance owner occupied commercial real estate and/or equipment at below market fixed interest rates. The session will provide an overview of the 504 loan program, including: benefits, eligibility and 504 refinance options. Additionality get the latest updates on any changes resulting from the issuance of the new SOP.

This session is co-sponsored by BLP and WBD. Thank you!

Business Lending Partners BLP - WI Lenders Conference Sponsor  WBD - Lender Conference Sponsor

B)  Connecting Your Borrowers to Global Markets
Presenters: Mike Fazio | SBA Office of International Trade, Carlos Sosa | SBA Office of International Trade

Small business exporters are an untapped market opportunity for SBA lenders.  SBA’s Office of International Trade help them identify, research and access foreign markets, and to obtain capital to finance their foreign sales.  Mike Fazio and Carlos Sosa will discuss how the resources and services provided by their agencies can help small business exporters and their lenders increase their exports and mitigate risk.

 Break/Visit Virtual Exhibit Hall | 11:50 a.m.-12:35 p.m.

Visit the virtual exhibit hall and interact with exhibitors during their virtual booth hour. 

Virtual exhibiting opportunities available. Please email zyang@uwsp.edu to inquire. 

 Session 3 | 12:35-1:50 p.m.

A)  7(a) Loan Origination, Processing, Common Screen Outs
Presenter: William Reed | SBA

Things you can do to shorten the time it takes to get your approval

This session is sponsored by First Business Bank. Thank you!

First Business Bank Logo

B)  First Signs of a Struggling Business and How SBDC, SCORE and WWBIC Can Help
Presenter: Kristi Smith | SBDC, Peter Bushman | SCORE Mentors, Michael Hetzel | WWBIC

Know how to identify the first signs that a business you are financing may be struggling and how free, local resources can assist you in assisting them.

 Session 4 | 2-3:15 p.m.

A)  Servicing... Saving You Time and Money!
Presenter: John Gossett | SBA

Servicing actions, protecting the guaranty, keeping out of trouble and getting those requests done efficiently and maybe even saving a little money! Be the hero or the goat!  

B)  504 Case Studies/COVID Hot Topics
Presenters: Kyle Kuntz | WBD and Carolyn Engel | BLP

Take an in-depth look at the 504 loan program in action. Session will incorporate several case studies based on actual projects, including: real estate acquisition, equipment acquisition, expansion with refinance, new construction, projects involving TIF financing, and straight debt refinance with cash out. 

This session is co-sponsored by BLP and WBD. Thank you!

Business Lending Partners BLP - WI Lenders Conference Sponsor  WBD - Lender Conference Sponsor

 Session 5 | 3:25-4:40 p.m.

A)  Financial Resources for Wisconsin Companies and Lenders:  WEDC and WHEDA
Presenters: Mary Gage | WEDC, Ana Simpson | WHEDA

WEDC and WHEDA will provide information about their organizations and respective loan programs, services and let attendees know how those resources may be accessed to assist with business expansion, project attraction, technology startups, and export expansion.

B)  Rural Business Finance - Credit Enhancement for "Rural" Business and Industry Loans
Presenter: Cari Sabel | USDA Rural Development

Session will provide an in-depth view of USDA's Business and Industry Guaranteed Loan Program. Learn how lenders utilizes the Program to help rural businesses prosper while mitigating risk for loans up to $25,000,000.

DAY TWO:  ​Friday, May 21, 2021 | 8 a.m. - 12:30 p.m.

Keynote Speaker

Thomas Walstrum, Senior Business Economist
Federal Reserve Bank of Chicago

Thomas Walstrum is an economist in the economic research department at the Federal Reserve Bank of Chicago. His chief responsibilities include the Seventh District's contribution to the Beige Book, the release for the Chicago Fed's Survey of Business Conditions and briefings for the Chicago Fed president on Seventh District economic conditions. He also is a contributing author to the Bank's Midwest Economy blog.

Walstrum holds a B.A. in economics from Wheaton College, Illinois, and a Ph.D. in economics from the University of Illinois at Chicago, with concentrations in labor and urban and regional economics.

Keynote Presentation: 2021 Economic Forcast for the U.S. and Midwest
Explore the latest economic data on the U.S. Midwest, and Wisconsin economies, with an emphasis on data produced by the Chicago Fed.

 Session 6 | 9:40-10:55 a.m.

A)  Using the 7(a) Program for Business Acquisition
Presenters: Matthew Dolsky, Tom Lyons, Derek Schoenborn | Byline Bank 

Lenders from Byline Bank's SBA Team will cover a myriad of topics as it relates to structuring and closing SBA 7a Loans for Business Acquisitions.

This session is sponsored by Byline Bank. Thank you!

Byline Bank

B)  Accessing Capital – Gap Financing, Microlenders and CDFIs
Presenters: Michael Hetzel | WWBIC, Maysee Herr | Hmong Wisconsin Chamber of Commerce, Kristen Fish | Redevelopment Resources, Bill Beson | First American Capital Corporation 

On the federal, state and local levels, there are broad arrays of 'alternative' loan programs and technical resources that can help fill the gaps and meet the needs of both the businesses and lenders. Redevelopment Resources, Hmong Wisocnsin Chamber of Commerce, and Wisconsin Women's Business Initiative Corporation will provide information about their organizations and its respective programs and services, and let attendees know how those resources may be accessed.

 Session 7 | 11:05 a.m.-12:20 p.m.

A)  7(a) Loan Liquidation 
Presenter: Nick Jellum | Anastasi and Jellum

In this session, attendees will learn how to properly manage their institution's SBA loan portfolio servicing and liquidation process in accordance with 7(a) Servicing and Liquidation SOP. 

B)  Closing the Gap: The Value of Technical Assistance for BIPOC Businesses
Presenter: Marjorie Rucker | The Business Council, Inc. and Ethnic & Diverse Business Coalition (EDBC)

This presentation will help lending professionals understand the issues that BIPOC businesses face when trying to secure financing from traditional (bank) and non-traditional (CDFI and Revolving Loan Fund) sources. This seminar will highlight WHAT technical assistance is, the value of technical assistance and examples of successful technical assistance offerings that prepared BIPOC businesses to access capital. 


Get to know our presenters! Visit our presenters page for presenter bios. 

Presenters Page


The Wisconsin Lenders Conference was created, and continues today, to educate current and prospective lenders on SBA lending programs, business lending programs, and relevan
t banking topics. The conference is a 1.5 day event, with a pre-conference RMA workshop available on Wednesday (separate from the conference registration) and conference breakout sessions on Thursday and Friday. 

Thank you to the 2021 Conference Advisory Committee for your dedication and hard work in putting the conference together. 

 Conference Advisory Committee

Bridget Condon

Vice President - Commerical Lending

​Chris Dedrick

Lender Relations Specialist
U.S. Small Business Administration

​Ellie Berg

Lender Relations Specialist
U.S. Small Business Administration

​Matthew Dolsky

Vice President, Business Development Officer
Byline Bank

​Jim Ebben

Vice President - Business Banker
Citizens Bank

​Carolyn Engel

Business Finance Manager
Business Lending Partners (BLP)

​Kyle Kuntz

Vice President - Loan Officer

​Melissa Meschke

Small Business Development Center at UW-Stevens Point

Melissa Torres

Vice President - Credit Risk Management
State Bank of Cross Plains

Mike Bahr

EVP - Chief Credit Officer
Hometown Bank

​Pete Warmenhoven

Vice President, Credit Administration Manager
Nicolet National Bank

Travis Frazier

SBA Portfolio Manager
First Business Bank

​Zia Yang

Associate Outreach Specialist

​​ ​

​2019 Wisconsin SBA Lender Awards

Congratulations to the 2019 SBA Lender Award recipients! Due to the 2020 Lenders Conference being cancelled, we were not able to make the annoucements and recognize award recipients at our 2020 event. Again, congratulations!

Thank you 2021 sponsors!

Learn more about our 2021 sponsor by clicking on their logo. Interested in sponsoring our 2021 conference? Email zyang@uwsp.edu to inquire.

Platinum Sponsor: 
RMA Logo

Gold Sponsor:

Anastasi Jellum Logo 

Contact Information

Continuing Education's on-campus office hours are limited to Tuesday and Thursday, 12:30-4:30 p.m., as staff continues to work remotely during the pandemic. For assistance with registration, please email Customer Service at uwspceweb@uwsp.eduFor program information, concerns or questions, please email uwspce-sbdc@uwsp.edu

Minimum Computer Requirements

Participants are responsible for ensuring they have the minimum computer standards for participating in the virtual conference via Zoom.  Zoom works best with Chrome or Firefox.  UWSP is not responsible for participant technological issues, including, but not limited to, inadequate bandwidth and/or registrant equipment malfunction.  

Click here to download Zoom Client for Meetings.  

Need help using Zoom?  Click here for our Zoom Tutorial help page.

Cancellation Policy

Registration cancellations or substitution requests must be made in writing to uwspce-bus@uwsp.edu. Full refunds will be given if notified by April 30, 2021. Cancellations made between May 1 – May 12, 2021 will incur a $25 cancellation fee. No refunds after May 12, 2021. No refunds for no-shows. 

Conference Coordinated By

UW-Stevens Point Small Business Development Center. One of 13 in Wisconsin, we offers no cost, confidential advising and resources as well as fee based workshops/conferences to both startup and existing businesses primarily throughout nine counties - Adams, Langlade, Lincoln, Marathon, Oneida, Portage, Vilas, Waupaca and Wood. The SBDC at UW-Stevens Point strives to help businesss of all stages and sizes achieve sucess through our five areas of service: Start | Manage | Finance | Grow | Market. 

sbdc logo     sba logo     uw system logo    IBE Logo  Small  Business Development Center Accreditation Logo  

The Wisconsin SBDC Network is a proud part of the Institute of Business and Entrepreneurship in the UW-System. Funded in part through a cooperative agreement with the U.S. Small Business Administration. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Please contact the SBDC at 715-346-3838 or uwspce-bus@uwsp.edu.