Day Two - 12/5 - ET
Open to bankers and special assets professionals only, this interactive, dynamic discussion will tackle some of the most pressing issues facing the distressed banking environment today. Participants will share insights into their current banking climate and lessons learned, while exploring defensive and distressed strategies in uncertain times. Attendees will reflect on what keeps them up at night, the evolving role of AI in the banking industry, and the practical realities of enforcing guarantees in today’s market. This is a unique opportunity to exchange ideas, challenges, and forward-looking strategies in a candid, peer-driven setting.
- Analyzing current shifts in SBA loan demand and origination patterns
- Regional & Sector Insights: Identifying geographic and industry-specific lending dynamics
- Enhancing credit risk assessment and borrower vetting strategies
- Approaches for handling distressed and underperforming SBA loans
- What are some creative restructuring tactics that are being tailored to today’s market?
- Assessing the impact of recent and upcoming SBA rule changes
- Compliance & Risk Management: Navigating evolving risk landscapes and regulatory obligations
- Leveraging technology to streamline lending and gain a competitive edge
- How are you implementing proactive strategies to stay ahead of economic shifts?
- Bill King - SBA Business Lending Specialist, Dogwood State Bank
- Peter Rizzo - SVP SBA Liquidation Manager, First Bank of the Lake
- Joe Arie - President Commercial & SBA Lending Division, Bank of Edison
- Warren Baas - Senior Loan Officer - SBA Lending, LiveOakBank
How can influential market players better support the growth of women in the Bank Special Assets industry? To attract more women into the field and cultivate them as leaders, organizations must invest in targeted initiatives such as promoting visibility for female role models, offering leadership and mentorship training, and creating clear pathways for career progression. This small group meeting encourages an open dialogue about how to transform the market into one where women can thrive and lead.
- Lynn Nolan - Assistant General Counsel - Special Assets and Litigation, Live Oak Bank
- Rose Hasham - Head of Brokerage & Investments, Axe Commercial Real Estate
- Tracking changes in litigation volume, where distress is surfacing, and what types of deals are still closing
- Understanding the financial and time commitments of litigation, how to prepare, and lessons learned from past cases
- When litigation is necessary, what outcomes should you expect? What non-litigious options may be more effective?
- How are lenders collaborating with borrowers to avoid foreclosure or note sales through innovative solutions?
- How legal teams and Special Assets departments align on selecting and managing external counsel
- What to do when collection efforts evolve into broader disputes, counterclaims, or liability risks
- Legal thresholds, strategic risks, and debtor tactics that can complicate or derail filings
- Keys to success in receiverships, questions to ask your receiver, and legal nuances that can impact outcomes
- Eshel Bar-Adon - EVP & Chief Legal Officer, Axos Bank