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].