General information

Small Business Investment Alliance Invites CBA Members to Attend Seminar on CRA Investing

The Small Business Investment Alliance (SBIA) and KPMG would like to invite CBA members to participate in an upcoming complimentary educational event: CRA Investing: An Alternative Approach, in San Francisco on Thursday, November 13. Officials from the Small Business Administration and the OCC will provide presentations, and a banker panel discussing investing in small business investment companies is also on the agenda.

Agenda: Thursday, November 13                                     

8:00 a.m. – 9:00 a.m.     Registration/Networking Breakfast   


9:00 a.m. – 9:10 a.m.     Welcome and Opening Remarks
                                       Brett Palmer, SBIA and Michael Richter, 
                                       KPMG Corporate Finance LLC

9:10 a.m. – 9:30 a.m.     SBIC Program Overview
                                       U.S. Small Business Administration

9:30 a.m. – 10:30 a.m.   CRA Workshop with Regulators
                                       Michael Martinez, Community Affairs Officer,
                                       Office of the Comptroller of the Currency
                                      
10:30 a.m. – 11:00 a.m.  Networking Break
11:00 a.m. – 12:00 p.m.  Panel of Banks with SBIC Investments
                                        Michael Richter, Moderator
                                        Tim Rafalovich, Wells Fargo Bank
                                        Lars Hens, California Bank & Trust
                                        John Gulas, Los Alamos Bank & Trust
                                        Tom Hoyt, Independent Bankers Capital Fund

12:00 p.m. – 1:00 p.m.    Networking Lunch

Location

KPMG’s San Francisco Office
55 Second Street, 11th Floor 

Please click here to register for the event.

Hotel Reservations
Le Meridien
333 Battery Street
San Francisco, CA 94111
Tel: (415) 296-2900

Ask for the Small Business Investor Alliance block rate of $299 for November 12. 

Event attendees are also welcome to attend a networking reception on Wednesday, November 12, from 5 – 7 p.m. at: RN74, 301 Mission Street, San Francisco, CA 94105.

Questions? Please contact Eneasz Kadziela at (202) 400-3892.

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