onday 4.11 accommodations royal sonesta houston …

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1 Following two years of COVID protocols, the SBA Lending industry is adapting to the new normal. Join us as we return to the basics, focusing on core instruction areas in new and different ways. Network with and learn alongside more than 400 industry professionals and respected SBA leaders in the vibrant Houston Galleria area during this 2.5-day conference. MONDAY, 4.11 9:00 5:00 pm Exhibitor Check-In & Setup Available 12:00 3:00 pm TopGolf Tournament 12:00 6:30 pm Conference Check-In Open 12:30 4:30 pm Optional Pre-Conference Training Class* 5:30 7:00 pm Welcome Reception 9:00 10:30 pm Late Night Meetup *Activities with asterisk are optional for an additional fee. All other activities are included with conference ticket. Bank and non-bank lenders - hear the latest updates and receive critical and timely training from local and regional industry experts as well as U.S. SBA headquarters personnel. Educational sessions will focus on all roles and levels of SBA lending with focused tracks for closing, underwriting, business development and general. Both 7(a) and 504 lending will be covered for management and non-management roles. Join us to find out why SBA Region VI is the BEST! TUESDAY, 4.12 8:00 4:00 pm Conference Check-In Open 7:30 9:00 am Breakfast in Exhibit Hall 9:00 10:30 am Morning General Session 10:30 11:00 am Networking Break with Exhibitors 11:00 12:00 pm Breakout Sessions 12:15 1:30 pm Networking Lunch 1:30 2:45 pm Breakout Sessions 2:45 3:15 pm Networking Break with Exhibitors 3:15 4:45 pm Afternoon General Session 6:30 9:30 pm Evening Event at The Rustic WEDNESDAY, 4.13 8:00 11:00 am Conference Check-In Open 7:30 9:00 am Breakfast 9:00 10:15 am Breakout Sessions 10:15 10:30 am Networking Break with Exhibitors 10:30 12:00 pm Closing General Session 11:30 1:30 pm Exhibitor Breakdown CONFERENCE INFORMATION PACKAGE www.MALC-Conference.com Casual sophistication with modern appeal is what you’ll find at Royal Sonesta Houston, one of the few AAA Four Diamond rated hotels in Houston. Experience a laid-back atmosphere, ample amenities and fine dining, all within walking distance to the Houston Galleria mall and Uptown neighborhood. Accommodations Royal Sonesta Houston 2222 West Loop South Houston, TX 77027 682.277.4900 Conference Rate: $169 Reserve Your Room at MALC-Conference.com

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Page 1: ONDAY 4.11 Accommodations Royal Sonesta Houston …

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Following two years of COVID protocols, the SBA Lending industry is adapting to the new normal. Join us as we return to the

basics, focusing on core instruction areas in new and different ways. Network with and learn alongside more than 400 industry

professionals and respected SBA leaders in the vibrant Houston Galleria area during this 2.5-day conference.

MONDAY, 4.11 9:00 – 5:00 pm Exhibitor Check-In & Setup Available 12:00 – 3:00 pm TopGolf Tournament 12:00 – 6:30 pm Conference Check-In Open 12:30 – 4:30 pm Optional Pre-Conference Training Class* 5:30 – 7:00 pm Welcome Reception 9:00 – 10:30 pm Late Night Meetup

*Activities with asterisk are optional for an additional fee. All other

activities are included with conference ticket.

Bank and non-bank lenders - hear the latest updates and

receive critical and timely training from local and regional

industry experts as well as U.S. SBA headquarters

personnel. Educational sessions will focus on all roles and

levels of SBA lending with focused tracks for closing,

underwriting, business development and general. Both

7(a) and 504 lending will be covered for management and

non-management roles. Join us to find out why SBA

Region VI is the BEST!

TUESDAY, 4.12 8:00 – 4:00 pm Conference Check-In Open 7:30 – 9:00 am Breakfast in Exhibit Hall 9:00 – 10:30 am Morning General Session 10:30 – 11:00 am Networking Break with Exhibitors 11:00 – 12:00 pm Breakout Sessions 12:15 – 1:30 pm Networking Lunch 1:30 – 2:45 pm Breakout Sessions 2:45 – 3:15 pm Networking Break with Exhibitors 3:15 – 4:45 pm Afternoon General Session 6:30 – 9:30 pm Evening Event at The Rustic

WEDNESDAY, 4.13

8:00 – 11:00 am Conference Check-In Open 7:30 – 9:00 am Breakfast 9:00 – 10:15 am Breakout Sessions 10:15 – 10:30 am Networking Break with Exhibitors 10:30 – 12:00 pm Closing General Session 11:30 – 1:30 pm Exhibitor Breakdown

CONFERENCE INFORMATION PACKAGE www.MALC-Conference.com

Casual sophistication with modern appeal is what you’ll find at Royal Sonesta Houston, one of the few AAA Four Diamond rated hotels in Houston. Experience a laid-back atmosphere, ample amenities and fine dining, all within walking distance to the Houston Galleria mall and Uptown neighborhood.

Accommodations Royal Sonesta Houston 2222 West Loop South ∙ Houston, TX 77027 ∙ 682.277.4900

Conference Rate: $169 Reserve Your Room at MALC-Conference.com

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Attendee IN-PERSON Registration (closes April 5th, 2022) Our plan is to conduct our conference entirely in-person for all attendees. We realize that COVID restrictions may prevent that for some or all attendees at this time, which is why we have adopted a favorable cancellation policy (see page 5) to allow you

Early Bird

Through 1/31/22

Regular Rate

Through 3/15/22

Late Rate

On/after 3/16/22

Lender Attendee Includes all sessions, meals, receptions $499 $549 $599

Government Attendee Includes all sessions, meals, receptions (for

US SBA, SBDC, USDA and university

employees)

$349 $349 $349

Speaker Rate Includes all sessions, meals, receptions (for

invited speakers only) $349 $349 $349

Non-Lender/Non-Sponsor

Includes all sessions, meals, receptions (for

attendees of non-lending organizations such

as service providers who are not

sponsoring)

$699

$799

$899

Guest Ticket Includes all evening receptions for non-

industry guests only $200 $200 $200

TopGolf Tournament

(Conference Attendee)

Includes practice time, lunch, drinks, play

and prizes $80 $80 $80

TopGolf Tournament Only

(Non-Conference Attendee)

Includes practice time, lunch, drinks, play

and prizes (for those wishing to attend

TopGolf but not attending the conference)

$125 $125 $125

Lender Day Pass (Tues.) Includes sessions & meals only – does not

include evening event at The Rustic $299 $349 $399

Lender Day Pass (Wed.) Includes sessions & meals only $249 $299 $349

Registration Add-On: Optional Training Class An optional training class will be offered prior to the conference on Monday from 12:30-4:30 pm. This class will be focused

on newer SBA lenders wanting to gain more in-depth knowledge of the overall SBA lending process prior to attending

conference breakout sessions. Additional details, class title, full description and speakers forthcoming. Cost is $99 with full

conference registration and $249 for non-conference attendees. Class size limited to 20.

To register, visit our website at: www.MALC-Conference.com

Please review the Cancellation & Refund terms and conditions listed at the end of this document prior to registering.

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Conference Networking & Sponsored Events

Welcome Reception Monday 5:30 – 7:00 pm Included for Conference Attendees & Guests

After checking in at our registration desk, join us for our Welcome

Reception in the Exhibit Hall, sponsored by our Diamond sponsor. Our

Exhibitors will be ready to greet you with cocktails and hors d’oeuvres.

This is a great opportunity to establish new connections and catch up

with colleagues. Exhibitors will be giving away some great prizes, and

we’ll be giving away a grand prize to the winner of our Event Game, so

be sure to stop by each booth for answers to the game challenges.

TopGolf Tournament Monday 12:00 – 3:00 pm $80 for Conference Attendees Join us for one of the newest trends in corporate entertainment.

This FUN golf tournament at TOP GOLF HOUSTON has something

for golfers and non-golfers alike. Bus transportation provided

to/from hotel. This “Top Contender” tournament will be expertly led

by the Top Golf pros, featuring lunch, drinks and a fun tournament

with prizes. Golf experience is NOT required! Non-conference

attendees may register for $125 (does not include bus

transportation). Check out Top Golf Houston HERE.

SPONSORSHIP OPPORTUNITY: Diamond, platinum and gold

sponsors can add this sponsorship for $1,000 which includes 2

complimentary golfers, bus signage, an entire bay decked out in

your signage with option to bring whatever you’d like to decorate

your golf bay or give away to golfers, and sponsorship of prizes.

Limited exclusively to first FIVE sponsors to register.

Evening at The RUSTIC Tuesday 6:30 – 9:30 pm Included for Conference Attendees & Guests Experience the venue everyone is raving about – the Rustic is one of Houston’s most

popular dining & entertainment destinations. Dinner, drink tickets and live

entertainment included – all sponsored by our Diamond sponsor. Bus transportation

to/from the hotel runs throughout the event. Check out The Rustic HERE.

Late Night Meetup Monday 9:00 – 10:30 pm Included for Conference Attendees & Guests Join us in the Royal Sonesta lobby bar at the end of the evening for an informal gathering and a night cap before retiring for the evening. To register, visit our website at: www.MALC-Conference.com

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Sponsorship Levels & Benefits Sponsorships have been streamlined to include more exposure in each package. Our distribution list includes nearly 3,000 SBA

lenders and service providers with an estimated conference attendance of 450. Sponsorships close February 28th.

Core Benefits Diamond

(Exclusive 1 only)

$12,000

Platinum $7,500

Gold $5,000

Silver $3,500

Bronze $2,500

Exhibit Only

$1,500

Logo incorporated into Conference Logo as Presenting Sponsor

Yes No No No No No

Free conference registration 5 4 3 2 1 1

Exhibit Booth (premier locations will be awarded first to higher level sponsors)

Included Included Included Add for $600 Add for $850

Included

Premier Exhibit Booth Placement and/or selection based on sponsor level

Yes 1st Choice of Location

Yes Choice of Location

after Diamond

Yes Choice of

Location after Platinum

Yes Choice of

Location after Gold

No Location Assigned

No Location Assigned

Discounted $300 attendees (up to 2)

Yes Yes No No No No

Logo on Lanyards Yes No No No No No

Logo on conference website with link to your URL

Yes Yes Yes Yes Yes Name Only

Event(s) sponsorship Welcome Reception General Sessions

RUSTIC Evening Event Lunch

Breakout Sessions

Breaks Breakfasts No

Additional Sponsorship Opportunities (see next page for descriptions)

TopGolf ($1000) Upstairs Booth ($500) Boardroom Breakout

($500) Conference App & Wi-Fi

($2000)

TopGolf ($1000) Upstairs Booth

($500) Boardroom

Breakout ($500) Conference App &

Wi-Fi ($2000)

TopGolf ($1000) Upstairs Booth

($500) Boardroom

Breakout ($500) Conference App & Wi-Fi ($2000)

Upstairs Booth ($500) Conference App & Wi-Fi

($2000)

No No

Speaking Opportunity 5 min. remarks during

Welcome Session Breakout Moderator (1)

Breakout Moderator (1)

No No No No

Sponsor Logo on Slide template Yes No No No No No

Co-branded Stage Banner or Gobo

Yes No No No No No

Promotional ad, article or feature/company highlight in conference emails

2 features 1 feature No No No No

Verbal recognition at Opening and Closing Sessions

Yes Yes Yes No No No

Sponsor Logo on Conference Banners in Registration area

Yes Yes Yes Yes No No

Digital ads in looping Power Point slide shows and within conference app

Yes Yes Yes Yes No No

Target Lead List (expanded

attendee list with additional data and attitudes toward utilizing outside vendors)

Yes Yes Yes No No No

Attendee list availability 1 month prior 3 weeks prior 1 week prior

3 weeks prior 1 week prior

3 weeks prior 1 week prior

1 wk. prior 1 wk. prior 1 wk. prior

If you are planning a sponsor-hosted event, contact [email protected] before beginning your planning so we can ensure there is NO OVERLAP with scheduled conference event times. We are happy to promote events hosted by conference sponsors but cannot promote/endorse any event hosted by non-sponsors.

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Additional Sponsor Opportunities: TOPGOLF ($1000) – limited to 5 sponsors. Includes (2) comp golfers, golf bay sponsorship/booth, signage, bus signage. See page 3 for more event details. UPSTAIRS BOOTH ($500) – Additional booth presence upstairs in same area as breakout sessions all day Tuesday and Wednesday to capture more traffic between sessions. Includes skirted table and two chairs. Limited to 6. BOARDROOM BREAKOUTS ($500) – Reserve the Champions Executive Boardroom, located directly in the middle of all our breakout rooms, to host your 1-hour training session, client meeting and/or demo. Cost includes room with board table and 14 chairs and access to audiovisual equipment (cost of A/V and/or food and beverage is additional). Reserve your day/time when registering. Sponsors responsible for promotion of sponsored sessions. CONFERENCE APP & WIFI ($2000) – Exclusive to 1 sponsor only. Includes digital promotion and signage

To register, visit our website at: www.MALC-Conference.com

IF the Conference must be CHANGED to an ALL-VIRTUAL Format: If the conference is changed to an ALL-VIRTUAL format only as a result of a COVID-related force majeure situation outside of MALC’s control, sponsorship fees and benefits will be adjusted as follows and an applicable refund provided for the difference in cost based on amounts already paid.

Benefits for ALL-VIRTUAL Format

Diamond (Exclusive 1 only)

$6,000

Platinum $3,500

Gold $2,000

Silver $1,000

Bronze $500

Exhibit Only $500

Logo incorporated into Conference Logo as Presenting Sponsor

Yes No No No No No

Free conference registration 10 8 6 4 2 2

Exhibit Booth – includes LIVE room to visit with attendees

Included Included $100 $100 $100 Included

Discounted exhibitor attendees Up to 2 FREE to

monitor booth 1 FREE to monitor

booth N/A N/A N/A N/A

Logo on conference website and virtual platform app with link to your URL

Yes Yes Yes Yes Yes Name Only

Event(s) sponsorship (includes

logo/brand exposure and does not infer speaking opportunity)

Welcome Reception General Sessions

Day 2 Evening Event Mobile App

Lunches Wi-Fi

Mobile App

Breakout Sessions

Breaks Breakfasts N/A

Speaking Opportunity

5 min. remarks during Welcome

Session Breakout Moderator

Moderate a Breakout Moderator

No No No No

Verbal recognition at Opening and Closing Sessions

Yes Yes Yes No No No

Sponsor Logo on speaker Zoom Backgrounds

Yes N/A N/A N/A N/A N/A

Sponsor Logo on Slides during General Sessions

Yes Yes Yes Yes Name Only No

Promotional ad, article or feature in conference emails

2 features 1 feature No No No No

Target Lead List (expanded attendee

list with additional data and attitudes toward utilizing outside vendors)

Yes Yes Yes No No No

Attendee list availability 1 month prior 3 weeks prior 1 week prior

3 weeks prior 1 week prior

3 weeks prior 1 week prior

1 wk. prior 1 wk. prior 1 wk. prior

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MALC Conference Committee How to Register or Sponsor

Kristi Von Woglom Wallis Bank 713.480.0229 [email protected]

Jentri Smith Amegy Bank 713.232.1543 [email protected]

Tucker Herring Ready Capital Corporation 713.589.2127 [email protected]

Harry Leach Capital CDC 713.651.9707 [email protected]

Refund & Cancellation Policy: While the foreseeable future looks promising for conducting an in-person conference, we understand we are currently living in

somewhat uncertain times and want to ensure our cancellation and refund policies are fair to attendees and sponsors. Please

review the policies below prior to registering.

SPONSORS may cancel their in-person participation in writing at any time by emailing [email protected] and will

have the following options:

A. Retain your sponsorship and substitute attendees for any of your included sponsor attendees up until the date of the

event OR

B. Cancel entirely without virtual access and cease any and all sponsorship promotion –

A. If cancelled by January 1, 2022, a full refund of all amounts previously paid is issued**

B. If cancelled between January 2nd – January 31st, 2022, the total balance due is reduced to 50% of total

sponsorship fee (if unpaid or partially paid, 50% is due upon cancellation; if paid in full, a 50% refund is issued)**

C. If cancelled on or after February 1st, 2022, a refund or credit cannot be provided, and full payment is due

regardless of cancellation request**

**Full sponsor payment is not required upon registering; however, payment in full is due no later than 15 days after registration. If payment is not

submitted, sponsor will be notified and given 5 business days to submit payment in full before sponsorship is cancelled, ceasing any and all

future promotions. If required payments have not been made before a cancellation is requested, payment will remain due based on date

cancelled, amount already paid, and total due based on the above conditions. If a credit is chosen rather than a refund, credits are non-

transferrable and may be used toward cost for attendee or sponsorship registrations for same sponsoring company within any future

EventfullyYourz-managed conference (currently includes but may not be limited to SESBLC, America East, America West, Music City, Kentucky,

FLAGGL, Great Lakes Lenders or MALC). Refunds/credits cannot be provided for sponsorships after February 1st as event expenses will have

already been incurred.

INDIVIDUALLY PAID ATTENDEES (not included with sponsorships) may choose to cancel in writing at any time by emailing

[email protected], and will have the following options:

1. Substitute an attendee at any time up until the date of the event OR 2. Cancel entirely for any reason –

a. If cancelled by January 31, 2022, a full refund or credit* is issued b. If cancelled between February 1st and March 10th, a 50% refund or credit* is issued and 50% is retained as

cancellation fee

To register as a conference attendee or as a sponsor, visit our

website at www.MALC-Conference.com and register online.

Sponsorship recognition will begin from time of registration, with

full payment due within 15 business days of sponsor registration

via check or by credit card, or by February 28th, latest.

Sponsorship deadline is February 28th.

Questions? Please contact one of our event administrators via email at

[email protected] or by phone at 844-887-6477.

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c. If cancelled on or after March 10th, a refund or credit* cannot be provided, and full payment is due if not already received

3. Cancel entirely due to company-imposed travel restrictions or positive COVID test a. If cancellation request is submitted in writing at any time up until 10 business days prior to the conference with

proof of company-imposed travel restrictions with verification, specifically prohibiting travel to the Houston, TX area during the conference dates for said employee, a 100% refund is issued (if submitted closer than 10 business days prior to the conference, a refund cannot be provided) OR

b. If cancellation request is submitted in writing at any time up until the conference dates showing a positive COVID test result received within 10 days of the conference start date, a full refund will be provided (test results must show attendee’s name, date of birth and date test was administered).

*Credits are non-transferrable and may be used toward cost for same attendee for registrations within any future EventfullyYourz-managed

conference (currently includes but may not be limited to SESBLC, America East, America West, Music City, Kentucky, FLAGGL, Great Lakes

Lenders or MALC). Refunds/credits cannot be provided for Individually paid attendee registrations after March 10th as event expenses will have

already been incurred.

If the in-person conference is cancelled by the organizers for any reason including but not limited to

COVID-19 restrictions, and a virtual option is not provided, attendees and sponsors will receive a FULL refund or

credit to use toward a future EventfullyYourz-managed conference, including virtual and/or in-person training or conference

events (includes but may not be limited to SESBLC, America East, America West, Music City, Kentucky, FLAGGL, Great Lakes

Lenders or MALC).

If the in-person conference is converted by the organizers for any reason to a virtual-only format, all

sponsors and attendees will automatically transfer to the virtual format with adjusted cost and attendees as shown below, with

the difference in amount paid provided as a monetary refund. Should an attendee or sponsor choose not to attend the virtual

conference, additional refunds or credits will not be provided.

Adjus ted A l l -V i r tua l Cos t V i r tua l A t tendees Inc luded

Lende r A t t endee $249 1

Non -Lende r /Non -Sponso r $599 1

Gove rnmen t A t t endee $149 1

Speake r A t t endee $199 1

D iamond Sponso r $6000 10

P la t i num Sponso r $3500 8

Go ld Sponso r $2000 (+$100 v i r t ua l boo th ) 6

S i l ve r Sponso r $1000 (+$100 v i r t ua l boo th ) 4

B ronze Sponso r $500 (+$100 v i r t ua l boo th ) 2

Exh ib i t Boo th On ly $500 2

Top Go l f FULL REFUND N/A

Recep t i on /Gues t T i cke ts FULL REFUND N/A

P re -Con fe rence T ra i n i ng $49 (con fe rence a t t endees ) $99 (non -con fe rence a t t endees )

1

If the conference must be changed by the organizers to an ALL-VIRTUAL format due to COVID or other

imposed restrictions outside the control of MALC, attendee ticket fees will be reduced to $299 for

already-registered lender attendees, $399 for already-registered non-lender/non-sponsor attendees and

$149 for already- registered government/speakers with a refund provided for the difference in ticket price

previously paid.

Virtual guest tickets will not be available, and thus 100% refunds will be provided for all guest tickets

previously purchased.