Lenders Cooperative

Mastering the Art of Small Business and SBA Lending: Best Practices and Compliance Updates

Join us for the MA Banking Symposium on October 9th, 2024, a premier event hosted by Lenders Cooperative in partnership with Wolters Kluwer.

Designed specifically for banking professionals, this half-day symposium will focus on mastering the art of small business and SBA lending. You’ll gain valuable insights into best practices, regulatory updates, and innovative strategies to enhance your lending programs. With expert speakers from Lenders Cooperative, WKFS, Summit Technology Group, and ICBA, this event is a must-attend for those looking to stay ahead in the ever-evolving banking landscape.

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Event Agenda

Light Breakfast

8:30 AM - 9:00 AM

Kickstart your morning with a light breakfast while networking with fellow banking professionals, exchanging ideas, and building valuable connections.
Kickoff & Introduction

9:00 AM
CRA Modernization Update

9:15 AM -10:00 AM

Speaker: Steffani Jenkins

Steffani Jenkins from the ICBA will provide a comprehensive update on CRA Modernization, highlighting key changes and their impact on community banking.
Strategies for Success in Small Business & SBA Lending

10:00 AM -10:45 AM

Speakers: Loughlin Cleary & Stephen Hayes

Loughlin Cleary & Stephen Hayes share effective strategies and best practices for achieving success in small business and SBA lending, helping you enhance your lending programs.
Break

10:45 AM -11:00 AM
SBA Lending: How to Start or Supercharge Your SBA Lending Program

11:00 AM -11:45 AM

Speakers: Chuck Evans & Loughlin Cleary

Chuck Evans and Loughlin Cleary delve into SBA lending, offering insights on how to launch a new SBA lending program or elevate your existing one for greater success.
1071 Update

11:45 AM -12:30 PM

Speakers: Sarah Hill

Join Sarah Hill for a discussion on the latest updates to regulation 1071, exploring its impact on small business lending and compliance.
BOI: How to Help Your Small Business Customers with their BOI Filing Before the Dec. 31st, 2024 Deadline

12:30 PM - 1:00 PM

Speaker: Rupak Venugopal

Join Rupak Venugopal as he guides you on assisting small business customers with their Beneficial Ownership Information (BOI) filing, ensuring compliance before the December 31st, 2024 deadline.
Lunch/Networking/Platform Demo

1:00 PM -1:45 PM

Build valuable connections with other top banking professionals from the New England area while enjoying a delicious lunch and exchanging insights. Cary Cooper will provide a demo of the Lenders Cooperative Lending Platform.
Adjourn

1:45 PM