2023 Lending Conference Event Program

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NAVIGATING THE LENDING TRANSFORMATION

THE SERVION GROUP

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2023 LENDING CONFERENCE

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SEPTEMBER 18-20

Day

M O N D AY, S E P T E M B E R 1 8

8:00 AM - 9:00 AM

Registration and Breakfast (Exhibit Area Open)

9:00 AM - 9:10 AM

Opening Remarks: Bruce Goetsch, VP of Business Development - The Servion Group

9:10 AM - 9:15 AM

Welcome - Brad Crandall, CEO - The Servion Group

9:15 AM - 10:45 AM

Keynote Speaker: Sam Richter - Motivational Speaker and Business Growth Expert

10:45 AM - 11:00 AM

Break (Exhibit Area Open)

11:00 AM - 12:00 AM

Keynote Speaker: Sue Woodard - Strategic Vision to Excel in Mortgage

12:00 PM - 1:15 PM

Lunch & Networking (Exhibit Area Open)

1:15 PM - 2:15 PM

Economist: Leonidas Mourelatos, Director of Real Estate Economics, ARCH MI - Current Economic State

2:15 PM - 2:45 PM

Break (Exhibit Area Open)

2:45 PM - 4:00 PM

Speaker: Peter Christensen - Appraisal Bias & Current Hot Topics – Identify, React, and Protect

4:00 PM - 6:30 PM

Happy Hour at Herbies on the Park

(Networking event for all attendees)

Day

T U E S D AY, S E P T E M B E R 1 9

8:00 AM - 8:50 AM

Breakfast & Networking (Exhibit Area Open)

8:50 AM

Welcome: Bruce Goetsch

9:00 AM - 10:00 AM

Speaker: Von Hawthorne, TruTreasury - Liquidity in the Lending Industry

10:00 AM - 10:15 AM

Break

10:15 AM - 11:15 AM

Panel Session: Government Lending – Success Stories in each Channel

11:15 AM - 12:00 AM

Speaker: Kathleen Nystrom - Sagent Experience

12:00 PM - 1:00 PM

Lunch and Final Day 2 Remarks: Bruce Goetsch

B R E A KO U T S E S S I O N S A N D TO U R S AT H Q

1:00 PM 2:00 PM 3:00 PM 4:00 PM 4:30 PM

TOURS OF S E RVI ON H Q - ME E T & GRE E T DAY IN THE LIFE OF SERVICING

SBA LENDING 101

Stacy Belair - Servion Commercial Loan Resources Minnehaha Meeting Room

COMMERCIAL TITLE 101

Melissa K. Page-Boeshans (Servion Commercial Title) Conference Center B

Dina Kroshkin (Total SBA) Conference Center A

ENVIRONMENTAL 101

SMALL BALANCE UNDERWRITING

Clint Carlson & Sammy Hoskins Trileaf Environmental) Conference Center A

DAY IN THE LIFE OF SERVICING

Stacy Belair - Servion Commercial Loan Resources Minnehaha Meeting Room

Cory Jax & Ryan Herbert Minnehaha Meeting Room

SBA LENDING 101

Dina Kroshkin & Brian Carlson (Total SBA) Conference Center A

DE PART FOR T H E EVE N I N G

Day

W E D N E S D AY, S E P T E M B E R 2 0

7:30 AM - 8:15 AM

Breakfast & Networking

8:15 AM - 8:30 AM

Opening Remarks: Tony Lillie and Brian Mielke

8:30 AM - 9:30 AM

Speaker: Von Hawthorne, TruTreasury – How To Deal with Liquidity Issues

9:30 AM - 10:30 AM

Speaker: Clint Carlson - Environmental Risks & Updates

10:30 AM - 11:00 AM

Break

11:00 AM - 12:00 PM

Speakers: Matt Anderson & Scott Barrie, Trepp and Tony Lillie, Servion - Valuations/Stressed Assets

12:00 PM - 1:00 PM

Lunch

1:00 PM - 2:00 PM

Speaker: Matt Anderson, Trepp - Economic Forecast

2:00 PM - 3:00 PM

Speakers: Brian Carlson and Dina Kroshkin

3:15 PM - 4:30 PM

Round Table Discussions on Critical Commercial Lending Topics

Key topics: Regulatory changes / participations/ rates / cannabis lending / portfolio management / Fintechs / Crypto CONFERENCE CONCLUDES, THANK YOU FOR ATTENDING!

L ook who's talking BRAD CRANDALL CHIEF EXECUTIVE OFFICER THE SERVION GROUP Brad Crandall serves as chief executive officer for The Servion Group, a diversified financial service organization offering support to credit unions and community banks in the areas of mortgage lending, commercial lending, financial advisory, real estate, and commercial and residential title. He joined the company in 1995 and became its CEO in 2005. The Servion Group partners with more than 530 credit institutions around the country and has nearly 200 employees.

SAM RICHTER BESTSELLING AUTHOR, KEYNOTE SPEAKER SBR WORLDWIDE, LLC Sam is the founder and CEO of SBR Worldwide/Know More. Through his in-person keynote presentations and online programs, Sam trains leading organizations and entertains tens of thousands of people around the world.

Sam’s programs promise to be the highest-content, most take-home-value presentations attendees have ever experienced.

SUE WOODARD BESTSELLING AUTHOR, KEYNOTE SPEAKER SBR WORLDWIDE, LLC Sue Woodard is a financial services and mortgage industry veteran with 30+ years of experience. As a Senior Advisor/Consultant at the STRATMOR Group, she offers strategic leadership honed from grassroots beginnings to a topproducing originator. She’s also renowned as an industry speaker, tech expert, and seasoned executive, specializing in improving customer experiences, operational excellence, content strategy, and personal brand development through speaking, media, and social platforms.

LEONIDAS MOURELATOS DIRECTOR OF REAL ESTATE ECONOMICS ARCH MI Leonidas is a seasoned professional with expertise in monitoring and analyzing critical economic developments in the US and global markets, specializing in real estate. In 2022, he joined Arch MI after five years at AIG in key roles, including Credit Risk Officer for Commercial Real Estate. With a finance degree from the University of Tampa and a master’s from George Mason University, Leonidas is a sought-after industry speaker known for his incisive analyses. His passion for economic intricacies continues to drive informed decisions in finance and real estate.

VON HAWTHORNE CHIEF OPERATING OFFICER TRU TREASURY Von has over 15 years of financial services and leadership experience.

During that time, he’s had leadership roles throughout treasury and payment solutions focused primarily in commercial payments and risk management. He spent most of his career at Truist Bank, where he developed a reputation as a “builder” – building strategies, structures, and teams to drive business results.

KATHLEEN NYSTROM DIRECTOR OF LOAN SERVICING THE SERVION GROUP Kathleen Nystrom began her career as a closer at Investor’s Mortgage, rising to become the Assistant Vice President (AVP) of Servicing at TCF Mortgage (Huntington Bank). Kathleen played a pivotal role in witnessing the loan portfolio’s remarkable growth from $760 million to a remarkable $6 billion. As the Servicing Director, Kathleen leads a dedicated team of 45 professionals and actively contributes to the company’s Culture Committee. Beyond her career, she proudly owns an antique store in her hometown, Annandale, MN.

BRIAN CARLSON PRESIDENT TOTAL SBA Brian Carlson’s SBA career spans 30 years, in which he has built four Top Ten national SBA lending operations. He was also the founder and CEO of the largest SBA Lender Service Provider in the nation. He taught SBA lending at the Graduate Banking School at the University of Colorado for 7 years, with a focus on the SBA process, related costs and how SBA lending can be utilized to enhance a bank’s CAMELS rating. His focus with Total SBA, is to enable lenders to accurately and cost effectively utilize these profitable SBA programs to assist their small business clients.

DINA KROSHKIN SVP, NATIONAL PRODUCTION MANAGER TOTAL SBA With 20 years in finance, Dina excels in commercial real estate and business lending, prioritizing credit quality. Her experience spans credit reviews, loan participations, origination, and consulting. Leading Total Loan Solutions’ Loan Sourcing division, Dina’s focus is on expanding the National Loan Network to boost commercial lending opportunities and diversify portfolios nationwide.

MELISSA K. PAGE-BOESHANS

PRESIDENT, COMMERCIAL TITLE THE SERVION GROUP Melissa K. Page Boeshans is the President of Commercial Title and National Business Development at The Servion Group since 2016. With over 20 years of experience, she specializes in managing high-volume, complex real estate transactions, including title endorsements and legal research. Leading a nationwide team, Melissa focuses on building lasting client relationships and operational efficiency. Before Servion, she held roles with underwriters, law firms, and independent title agencies, and she is also a trained Rule 114 mediator.

CLINT CARLSON ACCOUNT MANAGER TRILEAF Clint Carlson, starting as an Environmental Scientist in 2014 at Trileaf, now holds the position of East Region Account Manager at the Chicagoland office. His journey began with fieldwork and report writing, expanding to training new scientists and updating protocols to meet industry standards. In 2018, Clint was promoted to Project Manager, overseeing the scientific team while managing telecommunications clients. Since 2022, he applies his vast environmental due diligence experience as an Account Manager.

SAMMY HOSKINS GROUP MANAGER TRILEAF Sammy Hoskins joined Trileaf in 2013 as an Environmental Scientist. After showcasing expertise in environmental consulting, he transitioned to Servion in 2021 as a dedicated Trileaf Project Manager. Sammy’s commitment and proficiency led to his promotion as Group Manager of Trileaf’s commercial due diligence operations in March 2023. His current role involves ensuring reports meet ASTM Standards and client expectations, maintaining excellent customer service, and leading Project Manager development.

BRIAN MIELKE VP/NATIONAL SALES DIRECTOR SERVION - COMMERCIAL LOAN RESOURCES As the Director of Sales, Brian is responsible for identifying financial institutions that have needs not currently being met within their internal staff. Brian also works with existing customers and helps them with any needs or special projects they may have. Brian is in year 8 with Servion and has 30 years of residential and commercial lending experience.

TONY LILLIE CHIEF CREDIT OFFICER THE SERVION GROUP As Chief Credit Officer for Servion Commercial Loan Resources, Tony Lillie oversees the company’s commercial underwriting services. His areas of expertise include loan structure and administration, risk rating assessments, portfolio administration, loan policy development, and much more. He regularly consults with lending institutions, helping them evolve their approaches to commercial lending and related disciplines.

MATT ANDERSON

MANAGING DIRECTOR APPLIED DATA, RESEARCH TREPP Matthew Anderson, Managing Director, is a recognized authority in the banking industry and was critical in Trepp’s expansion into the banking market. In his role, Mr. Anderson leads the development of the Bank Navigator, Trepp’s surveillance and risk management tool for financial institutions. His recent focus of work has been on risk analysis in the financial sector, with particular attention to the recent regulatory requirements of the Dodd-Frank financial reform legislation.

SCOTT BARRIE MANAGING DIRECTOR TREPP Scott currently focuses on engaging with strategic partnership accounts and client development. He is experienced demonstrating a history of business development & sales leadership, building and motivating teams to perform at peak levels & creating industry partnerships. Spanning a 25 + year career are the overarching themes of energizing teams, building collaborative environments, thinking outside of the box, all while delivering exceptional results.

Thank you

to all our amazing sponsors!

Thank you

for participating in the 2023 Lending Conference.

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WE HOPE TO SEE YOU AGAIN NEXT YEAR!

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