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
KPMG’s San Francisco Office
55 Second Street, 11th Floor
Please click here to register for the event.
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.