6th CU Small Business Summit Monday, May 4 6:30 p.m. Cocktail reception at Mill’s House Dinner on your own Tuesday, May 5 8:00 a.m. Breakfast 8:45 a.m. Introduction 9:00 a.m. Introduction of nCino Pierre Naude, CEO of nCino Pierre will explain how his lending software company earned the NACUSO Next Big Idea Award in 2014 and is recognized by Forbes as one of America’s Most Promising Companies. 9:50 a.m. Break The Mill’s House, Charleston, SC 10:00 a.m. Keynote presentation: How to Sell Financial Services to Women and Couples Holly Buchanan, Buchanan Marketing, LLC Holly will discuss how selling financial services to men is not the same as selling financial services to women. Men and women have different brains, communication styles, preferences and priorities. Even if they buy the same financial product, they may buy it for different reasons. Some of the differences are subtle, so it’s easy to miss them. But financial professionals who understand these differences have an immediate competitive advantage over those who don’t. 11:00 a.m. Cash Flow Primer for Lenders and Loan Committee Members Joe Torre, MBS VP Credit Joe will cover cash flow basics to help lenders better understand borrower eligibility before sending to underwriting and how to engage the borrower in meaningful dialogue about changing financial conditions. 11:45 a.m. Lunch NCUA Current MBL Topics Robert Parrish, director of supervision, NCUA Region III Robert will give attendees insight into MBL areas of concern for the NCUA and where future exams might be focused. 1:30 p.m. SBA Lending for Credit Unions Chuck Evans, CEO Prudent Lenders Chuck will demonstrate how lenders and credit unions can navigate safely through the SBA process and assist more small businesses to gain access to needed capital. 2:15 p.m. nCino Lender Overview Panel Discussion A panel of experts, including nCino and MBS staff, will demonstrate advanced features of nCino such as CRM, tracking, reporting and servicing. The basics of uploading and tracking loans in the MBS system will also be covered. 5:30 p.m. Charleston guided walking tour and pub crawl Dinner on your own Wednesday, May 6 on back Wednesday, May 6 8:00 a.m. Breakfast 8:30 a.m. Referrals: How to Generate More Referrals and Attract Your Ideal Client Holly Buchanan, Buchanan Marketing, LLC Holly will discuss how one of the fastest and easiest ways to grow your business is through referrals, especially from women. Many financial successes are built on the power of referrals. Turn your clients into referral machines by knowing the right way, time and place to ask for and generate referrals. 9:30 a.m. Using Metrics for Loan Decisioning William Beaver, Co-Founder and CTO Mirador Financial Trevor will explain how better algorithms and data are changing the way business loans will be decided in the future. Mirador’s algorithms leverage big data and machine learning principles to help review, grant and monitor more small business loans in a fraction of the time it currently takes. Learn the benefits of alternative lending using traditional and non-traditional metrics to say yes to more loan requests. 10:30 a.m. Navigating Appraisal Issues Universal Real Estate Services Inc. and MBS staff This session will help you navigate the confusing appraisal management regulations and give you new tools to help you get deals closed faster with less expense by using Universal’s cost effective and timely appraisal services, including all recognized appraisal forms and Instant AVMs. 12:30 p.m. Complimentary shuttle service to airport Visit mbsllc.org/summit to view session descriptions, hotel information, and more. If you have any questions about registration or require special accommodations, please contact Marjorie LaPorte at 850/701-4086 or [email protected].
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