MA Banking Symposium 2024

Waltham, MA

Wolters Kluwer Office - 230 Third Avenue, Waltham, MA 02451


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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


  • Roundtable Session - 1071 Update

    9:15 AM - 10:00 AM

    Speakers: Sarah Hill & Jason Keller

    Join Sarah Hill and Jason Keller for a roundtable discussion on the latest updates to regulation 1071, exploring its impact on small business lending and compliance.


  • 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


    Break

  • 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.


    SBA

  • CRA Modernization Update

    11:45 AM -12:30 PM

    Speakers: Steffani Jenkins & Jason Keller

    Steffani Jenkins from the ICBA and Jason Keller from Wolters Kluwer provide a comprehensive update on CRA Modernization, highlighting key changes and their impact on community banking.


  • 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

    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.


  • Adjourn

    1:45 PM


Speakers

Steffani Jenkins

CRA Liaison, ICBA CRA Solutions

Jason Keller

Associate Director, Wolters Kluwer

Sara Hill

Senior Technology Product Manager - Wolters Kluwer Financial Services

Rupak Venugopal

Vice President - Cross Divisional lead for Beneficial Ownership Initiative Launch at Wolters Kluwer

J M Chuck Evans

Executive Director - Lenders Cooperative - SBA LSP Services

Loughlin Cleary

President & National Sales Director

Stephen Hayes

Head of Data & AI Strategy

Event Registration

Seats are Limited, Reserve Your Spot Today!