Download Brochure

Thursday, November 8, 2012

2:00 PM - 2:45 PM
Small Business Lending Trends & Innovation
Robert Schiff, Partner, MCKINSEY

This session will explore trends in small business lending and opportunities for business model innovation. Equifax will share new data on small businesses’ demand for new loans and line utilization, macro level lending trends, as well as several key trends (e.g. approval rates, balances) that are returning to pre-recession patterns of supply and demand. McKinsey will discuss changing small business preferences (e.g., increased openness to remote channels), persistent frustrations with key elements of today’s working…

2:45 PM - 3:30 PM
Linking Line and Small Business Loan Center: Lessons Learned Aligning Credit and Marketing
Dan Carmichael, Senior Vice President, Business Community Credit Executive, REGIONS BANK
Buck Bierly, President and Founder, MZ BIERLY CONSULTING

Forging a productive partnership between your front-line business bankers and your SBLC starts with providing clear direction about which businesses to target. But building a target profile is only the beginning. In this session you’ll learn how Regions Bank has improved communication and increased approval rates by aligning the messaging and coaching given to bankers.…

4:00 PM - 4:45 PM
Moving to the “New Normal”
John O'Connor, Partner & Co-Founder, PRAXIS ADVISORS, LLC.
Barbara Hoose, Senior Vice President & Manager, Metro Custom Underwriting & Specialty Lending, US BANK

Many Lenders feel they have lost the edge they once enjoyed around cycle time, cost, effectiveness and risk mitigation. For many this has been an outcome of increasing demands from internal and external regulatory and control groups that have demanded changes. Many of these changes did not provide lift rather created a “heavier”, more expensive, less effective and for some, a riskier outcome. In this session the presenters will review approaches that lenders have taken…

4:45 PM - 5:30 PM
Effective Loss Mitigation Efforts to Retain Viable Small Business Customers
Kirk Jacobson, Senior Vice President, KEYBANK
Michael Hart, Senior Vice President, KEYBANK

The key to helping our customers and at the same time keeping losses to a minimum is an effective early warning system combined with a well-define loss mitigating process. This session will address some of the leading efforts to assist both our customers and our institutions.…