Inaugural Conference Agenda

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Table of Contents: 10/27 Monday Overview...................... 5 10/28 Tuesday Overview...................... 7 10/28 Tuesday Schedule................... 8, 9 10/29 Wednesday Overview............... 11 10/29 Wednesday Schedule................ 12 Map/Hotel Information................16, 17 NAWRB Information........................ 18

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“The future belongs to those who believe in the beauty of their dreams.� -Eleanor Roosevelt


MONDAY 10/27

Day Overview: 2:00 - 5:00 P.M.

2:30 – 4:00 P.M. NAWRB Members will meet in the ballroom to discuss committees, election of board members, and more.

5:00 – 7:00 P.M. The opening reception with booth exhibitors provides the opportunity to personally meet speakers and attendees to gain exclusive insight on important issues. Be surrounded by influential women who have a passion for making a difference.

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“It took me quite a long time to develop a voice, and now that I have it, I’m not going to be silent.” -Madeleine Albright


TUESDAY 10/28

Day Overview: 7:30 a.m. Registration and Check-in 8:00-8:45 a.m. Continental Breakfast 8:45-9:30 a.m. Awareness Keynote speaker Congresswoman Maxine Waters 9:00 a.m. -6:00 p.m. Exhibit Hall Open 9:30-11:00 a.m. Who’s in the MIX - OMWIs 11:00-11:15 a.m. Break 11:15 a.m. - 12:30 p.m. Opportunity-Playing in the OMWI Sandbox 12:30-2:00 p.m. Keynote Luncheon - The SBA Continuum of Support 2:00-6:00 p.m. “First Dates” Access: Group A Pre-Registration Required 2:15-3:45 p.m. Untapped Opportunities for Capital & Support 3:45-4:00 p.m. Break 4:00-5:30 p.m. Get Yourself Started! 5:30-6:00 p.m. The Legislative Landscape 6:00-6:10 p.m. Thank you! Overview of Events 7:00-11:00 p.m. Red Carpet & Gala

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DAY 2 7:30 A.M. 8:00 – 8:45 A.M.

scribe their mission and their roles and discuss opportunities for women and Women-Owned Businesses (WOB) in the housing economy through their agencies.

11:00 – 11:15 A.M. 8:45 – 9:30 A.M. The Political Landscape (Awareness) 11:15 A.M. – 12:30 P.M.   Keynote Speaker: The Honorable Maxine Waters, Congresswoman, U.S. House of Supplier Diversity within the Regulated Entities (Opportunity) Representatives   Hear an overview of the legislation Repre-   Speakers: Shendora Pridgen, VP Firm sentative Waters authored, the impact she is Wide Sourcing, Morgan Stanley; Roxanne hoping it will have and the role the Office of Wilson, Manager, Supplier Diversity, FanMinority and Women Inclusion (OMWI) at the nie Mae; Jay Inouye, Director, Supplier federal agencies and requirements at the reguDiversity, Freddie Mac; Frank Robinson, lated entities. Experience an intimate one-onone interview with the Honorable Waters and Managing Director, National Community get the Congresswoman’s firsthand perspective Outreach Manager, MFUG Union Bank

of how the legislation, Dodd-Frank Section 342,   Financial institutions and the GSEs discuss is actually providing benefits, and what she sees how their operations have changed regarding women’s employment, their perspectives/ as its next steps. progress on engaging Women-Owned Business Suppliers and what systems they have in place 9:00 A.M. – 6:00 P.M. to help grow your business. Hear their suggested “Best Practices” for initiating, securing and growing your business with the regulated entities.

9:30 – 11:00 A.M.

The Agency Perspectives and Progress (Awareness)   Speakers: Melodee Brooks, Senior Deputy Director, Federal Deposit Insurance Corporation (FDIC); Office of Minority and Women Inclusion (OMWI); Stuart Ishimaru, Director, Consumer Finance Protection Bureau (CFPB); Office of Minority and Women Inclusion (OMWI)

12:30 – 2:00 P.M. The SBA Continuum of Support (Awareness & Access)   Keynote Speaker: Erin Andrew, Asst. Administrator, Women Business Ownership, U.S. Small Business Administration (SBA)   Hear an overview of the SBA’s three pronged

approach to supporting Small Businesses: Total Credit Score, Technology Modernization and   Representatives from their agency’s Office Making Markets. Get primed for the in-depth of Minority and Women Inclusion (OMWI) de- afternoon ACCESS sessions. 8


velopment Corporation (SBDC); Michelle Skiljan, Executive Director, Inland Empire & Delegate & SBA “First Dates” – A Coachella Valley Women’s Business Centers Group (Access) Pre-Registration Required   Become intimately acquainted with SCORE,

2:00 – 6:00 P.M.

2:15 – 3:45 P.M.  Speakers: Erin Andrew, Asst. Administrator, Women Business Ownership, U.S. Small Business Administration (SBA); Amanda Brown, Executive Director, National Women’s Business Council (NWBC); Deidra Porche, Senior Vice President & Market Manager, LA Central, JP Morgan Chase; Irene Escardo, Vice President – Business Banking Manager, Wells Fargo

Hear the U.S. Small Business Administration (SBA) discuss its Capital Access initiatives for WOBs. National Women’s Business Council (NWBC) presents their 8/2014 research and remedies for Women Owned Business’ (WOB) access to capital and mentoring. The regulated entities also discuss how they participated either as stand-alone or in partnership with the SBA or other funding entities to provide women the capital required to start and grow their businesses.

3:45- 4:00 P.M.

Small Business Development Council (SBDC) and Women’s Business Center (WBC) and how they work together with the U.S. Small Business Administration (SBA) to help you plan, fund, start and grow your business.

5:30 – 6:00 P.M. (Awareness)  Speaker: The Honorable Linda Sanchez, U.S. House of Representatives, Ranking Member House Ethics Committee, House Ways & Means Committee

Hear an intimate one-on-on interview with Congresswoman Sanchez to learn how she is working hard to provide critical financial support to small businesses by opening the federal contracting system and increasing access to capital to help create new opportunities and grow businesses. Understand opportunities created through legislation and avenues available for legitimate grievance resolution.

6:00 – 6:10 – Overview of Evening Events & Day 2 Agenda

7:00 – 11:00 P.M. 4:00 – 5:30 P.M.   Dance the night away with a live band during (Awareness & Access) our Roaring Twenties themed gala. Bid on exSpeakers: Sylvia Gutierrez, Economic De- citing items at our silent auction and celebrate velopment Specialist, U.S. Small Business with our award winners who have made an impact in the housing economy.

Administration (SBA); Karla Gonzalez, Business Consultant, Small Business De-

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Success is the good fortune that comes from aspiration, desperation, perspiration and inspiration. -Evan Esar


WEDNESDAY 10/29

Day Overview: 7:30 a.m. Registration and Check-in 8:00 - 8:45 a.m. Continental Breakfast 8:00 a.m. – 12:30 p.m. Delegate & SBA “First Dates” – A Group (Access) Pre-Registration 8:45 - 9:30 a.m. Awarness Keynote speaker Congresswoman Judy Chu 9:00 a.m. – 5:00 p.m. Exhibit Hall Open 9:30 - 10:45 a.m. Learn & Leverage 10:45 - 11:00 a.m. Break 11:00 a.m. - 12:30 p.m. Launch, Adjust, Survive & Thrive 12:30 - 2:00 p.m. Keynote Luncheon - Dr. Judith Sato 2:15 - 4:00 p.m. Tools of the Trade 4:00 - 5:00 p.m. Wrap Up - Acknowledgements, Raffles & Conference Conclusion 5:00 p.m. Conference Ends

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DAY 3 7:30 A.M.

with ongoing work to even the access area.

10:45 – 11:00 A.M. 8:00 – 8:45 A.M.

11:00 A.M. – 12:30 P.M.

8:00 A.M. – 12:30 P.M.

Demystify Business Models Delegate (Opportunity & Awareness) & SBA “First Dates” – A Group (Ac-   Speakers: Patty Arvielo, CEO & Founder, New American Funding; Tami Bonnell, cess) Pre-Registration Required CEO, EXIT Realty; Donna Nazir, Owner/ Broker, Skye Realty Group; Lori Lynn Ne8:45 - 9:30 A.M. varez, Owner, Innovar Environmental, Inc.   Keynote Speaker: Judy Chu, Congress-   Whether you are in the workforce or in the woman, U.S. House of Representatives for “DIY” space, the achievements embodied by these panelists are attainable. Hear the formulas of California’s 27th Congressional District women leaders who deployed hard work, tenacity   Gain insight and understanding on how the and other tools to realize the workplace and busiHouse Ways & Means Committee impacts small businesses, recently introduced legislation benefiting small businesses, the “Woman’s Small Business Ownership Act of 2014″ and how the House Committee on Small Business provides oversight of the Small Business Administration (SBA).

9:00 A.M. – 5:00 P.M. 9:30 – 10:45 A.M.  Speakers: Barbara Kasoff, President, Women Impacting Public Policy (WIPP); Laura Yamanaka, President, teamCFO, Inc.   Learn how WIPP and others are working tirelessly to impact legislation, educate and advocate on behalf of the women-owned businesses and serve as an independent source of advice to the President, Congress and the U.S. Small Business Administration (SBA). Gain insight on how and where access is provided along 12

ness ownership success they enjoy today. Learn the Best Practices they discovered/deployed to initiate and overcome obstacles and setbacks, and grow relationships into a value added component of their overall business strategy.

12:30 – 2:00 P.M. Stay Informed to be Fabulous! (Awareness & Access)   Keynote Speaker: Judith Sato, M.D., Director, Pediatric Hematology/Oncology; Musculoskeletal Tumor Program, Professor, City of Hope   Keynote Speaker Introduction: Robbin Narike Preciado, Managing Director Orange County, MFUG Union Bank   Whether it’s work or health-related, we all

experience bumps in the road. The key is to have the awareness and education to know when to seek help. With good health comes the ability to maintain your career. Learn about health issues that affect women, new technology paving the


way for doctors and gain the overall awareness to promote a healthy and happy life.

2:15 – 4:00 P.M. Certifications, Set Asides & Sole Sourcing (Awareness & Access)   Speakers: Ashante Booker, Contracting Officer, Veterans Administration; Lori Lynn Nevarez, Owner, Innovar Environmental, Inc.; Amy Manning, Purchasing Agent, City of Long Beach   Hear from actual contracting officers and

businesses that have been awarded contracts, along with actual award requirements and submission pitfalls. Learn how to understand and leverage the power of certifications for Women Owned Business (WOB), Woman Owned Small Business (WOSB), Minority Woman Owned Small Business (MWOSB), Economically Disadvantaged Woman Owned Small Business (EDWOSB), 8(a) and more. Learn how these certifications are viewed by contracting entities, their actual versus perceived value add, self versus third party certifications and the importance of certifications in the SAM process, “Set Asides” & “Sole Sourcing;” when and how they are deployed and more.

INSPIRE MOTIVATE EMPOWER FORWARD-THINKING LEADERSHIP NICHE LOAN PROGRAMS ADVANCED CO-MARKETING TECHNOLOGIES

PATTY ARVIELO President, New American Funding NAHREP Corporate Board of Governors 2014 Latina Entrepreneur Leader of the Year National Latina Business Women Association - Los Angeles

Licensed by the California Department of Business Oversight under the Residential Mortgage Lending Act - License #4131117. NMLS ID#6606. © New American Funding. New American and New American Funding are registered trademarks of Broker Solutions, DBA New American Funding. All Rights Reserved. 10/2014

4:00 – 5:00 P.M. Multiple raffles will be held for fun prizes such as two weekend excursions in a sleek new Jaguar or Lincoln courtesy of Alvarez Lincoln and Jaguar and other sponsor raffles. Additionally, special acknowledgements will be made prior to the conference conclusion.

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YOU ARE A ROLE MODEL. You set a brilliant example for women everywhere. You blaze a trail for those to come. You advance the causes of women with your strength and dedication. For your inspired leadership, we salute you. Union BankÂŽ is proud to sponsor the NAWRB 2014 Inaugural Conference. unionbank.com

Celebrating 150 years Robbin Narike Preciado Managing Director & Regional Executive Greater Orange County & Inland Division 714-565-5563

Tessia Hassel Managing Director & Regional Manager South Bay Region 714-565-5742

Chris Morris Managing Director, Regional Manager Residential Lending 310-354-4767

Š2014 MUFG Union Bank, N.A. All rights reserved. Member FDIC. Union Bank is a registered trademark and brand name of MUFG Union Bank, N.A.

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Women-Owned Business Certification Four fundamental categories taking the mystery out of being certified.

1. Benefits of being certified:

• Access to contracting opportunities specifically for Women-Owned Businesses • Connection to professional community of women and women business owners • Highlights your technical expertise and experience while providing exposure to the Industry and validating your business • Certified businesses can tap into a multitude of public and private sector contracts and support client initiatives

2. Requirements for Certification:

• The business must be 51 percent or more women-owned, managed and operated • The women business owner must be a U.S. citizen or legal resident alien • Technical expertise in the housing economy

3. Process of Certification:

1. Application available online at NAWRB.com 2. Submit completed hard copy application with supporting documentation,   sworn affidavit and application processing fee in a 3-ring binder 3. Review of application packet by certification staff 4. Follow up with applicant to obtain any additional materials necessary 5. Committee and Board Review 6. Certification can take up to 45 days with complete application

4. Why Certify with NAWRB:

NAWRB is the only third-party, industry-specific certifier of Women-Owned Business (WOB) and Minority Women-Owned Business (MWOB) certifications specializing in the housing economy.

Advance your company to the next plateau. Take advantage of the benefits of being certified as a Women-Owned Business. To obtain your application: visit www.NAWRB.com | (949) 559-9800 | certification@NAWRB.com

NAWRB Women-Owned Business Certification Specializing in the Housing Economy

NAWRB

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Staging

A

Regency Ballroom

Riser 60 inch rounds with 8 chairs at each

Storage

Lunch & Exhibits 10.28 & 10.29

Entrance

Entrance NAWRB Registration

Wa

Escalators / Stairs

Elevator

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Riser

ater Station

Hotel Info:

MAP

Coatroom

Hyatt Regency Long Beach 200 South Pine Avenue Long Beach, CA 90802 (562) 491-1234

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34 Executive Park, Suite #260 Irvine, CA 92614

Phone: (949) 559-9800

Fax: (877) 337-8868

General Inquiries: info@NAWRB.com

Media Inquiries: media@NAWRB.com

Certification Inquiries: certification@NAWRB.com

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GENERAL INFO

Mailing Address:




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