BAFT is co-hosting this free webinar on access to capital with the Small Business Administration (SBA).
Access to capital is a primary issue cited by small and medium-sized companies for business growth – without adequate financing, new opportunities may go unfulfilled. Join us to discover a new pilot loan program recently launched by the Small Business Administration that intends to help close that trade finance gap by a bank’s leveraging trade finance expertise.
Webinar: Working Capital – Where the Private Sector and SBA Connect
Date: October 16, 2024
Time: 11:00 AM PST/1:00 PM CST/2:00 PM EST
Daniel Pinho
Vice President Operations and Business Manager
BAFT
James Matteson
First Vice President – SBA Program Manager
First American Bank
Daniel Pische
National Director of Trade Finance, Office of International Trade
U.S. Small Business Administration
Gayle Roenbaugh
Export Finance Director, West Region
U.S. Small Business Administration
Carson Strickland
Senior Vice President, Global Trade Finance
Regions Bank
The webinar recording is now available on the BAFT YouTube channel. Click here to view: https://youtu.be/9GENthOU4s0
James has been with First American Bank since 2012. Beginning in the Bank’s Trade Finance Department, James assisted clients with export related needs such as purchase order/accounts receivable financing, commercial letter of credits, and documentary collections. Following this, James began working in First American’s Commercial Loan Department as an analyst, underwriter, and portfolio manager, utilizing both conventional and SBA related products to solve customer needs. James helped manage the Bank’s PPP loan program, and since May 2022, he took on the role as SBA Program Manager. As one of a few banks nationally to have delegated authority on all 7(a) loan programs, James is well versed in all aspects of the SBA from origination through servicing. He has been a member of NAGGL since 2017 and currently serves on NAGGL’s Region V Committee and Small Lender Central Committee. James holds a Bachelor of Science degree from The Pennsylvania State University.
Daniel Pinho was appointed the Vice President of Operations and Business Management at BAFT on July 31, 2023. Daniel previously was the SVP & AGM at PNC's Trade Finance group. He has over 20 years of experience in structured trade financing programs. Prior to joining PNC, Daniel was a Manager at UPS Capital Business Credit where he supervised the Export Credit Agency Operations group. He also served as the Director of Trade Finance at a consulting firm in Brazil. Pinho also previously served on BAFT's North American Council and co-chaired the Structured Trade and Export Finance Committee. He is a member of the Association of Latino Professionals in Finance and Accounting and is chair of the board of Ten Thousand Villages in Pittsburgh, a fair trade nonprofit organization.
Daniel Pische serves as the National Director of Trade Finance within the SBA’s Office of International Trade in Washington, DC. As Director, Daniel is responsible for the design and delivery of SBA’s export loan programs and oversight of SBA’s national staff of Export Finance Managers. Prior to joining the SBA, Daniel worked at First American Bank for over 15 years where he led their Trade Finance Division and served as a member of the bank’s Senior Loan Committee. Daniel served on Department of Commerce’s Trade Finance Advisory Council during the second charter term and continues to serve as the SBA’s ex-officio representative where he assists with recommendations on improving access to Trade Finance for small and midsized exporters.
Gayle Roenbaugh is the Export Finance Director for the West Region with the U.S. Small Business Administration (SBA). Working closely with the network of SBA field offices and SBA’s Office of International Trade (OIT), she provides international trade and export finance expertise to small business exporters and lending communities to deliver them effective export results. Gayle works with SBA-staffed U.S. Export Assistance Centers (USEAC) to educate small business exporters, their lenders and trade related organizations on trade finance products through market knowledge, financing options and trade connections. She also provides insights into SBA’s trade policy and market developments in collaboration with key stakeholders. Prior to joining SBA, Gayle was Senior Regional Manager for Export Development Canada (EDC) where she provided market knowledge, trade connections and financing origination to support the development of Canada’s direct or indirect export trade. She was also Senior Trade Sales Manager at HSBC Bank’s Global Trade & Receivables Finance group and led the sales, execution and management of the bank’s SBA and Export Import Bank of the U.S. Of The United States (EXIM) lending programs as well as Supply Chain, Receivables Finance and traditional trade solutions and has held similar roles at RBS Group, PNC and JPMorgan Chase.
Carson Strickland has over 20 years of experience in Trade Finance assisting Corporate Clients involved in international trade with developing financing and risk mitigation solutions to grow their business. Carson started his career with Regions bank in 1999. His background includes experience in International Banking operations as well as Relationship Management with focuses in Trade Services, Export Lending, Structured Trade Finance, Supply Chain Finance, and Foreign Exchange.
The webinar is being hosted online via Zoom.
The virtual webinar will be hosted via Zoom Webinar. For a seamless experience, you need to download Zoom to your device, if you don’t have it installed. On the day of the virtual webinar, you simply need to click the Zoom link provided to you.
To join the virtual event, simply click the link provided to you. Zoom works on computers, tablets, and mobile phones. There is also an option to dial-in if you are unable to join online. Dialing in will allow you to hear the discussion but you will not be able to view the speakers or any presentations. Please check the dial-in numbers, meeting ID and passcode provided to you with the online link.
Yes, BAFT will send each registrant an email about 1 week before the webinar start date. The email will include the link to the webinar and dial-in information, including the meeting ID and passcode in case you cannot join online. Dial-in option offers local/toll-free numbers for several countries. You can always contact [email protected] if you have issues logging in to the virtual webinar.
The webinar will be recorded and available on-demand to all registered attendees post-webinar. An email will be sent to all attendees once the recording is available.
Please test ahead of time to ensure you can join the webinar via Zoom. Zoom works on different devices – computers/laptops, tablets, and mobile phones. If you cannot access Zoom due to firewall or company restrictions, please check with your IT team if they will give you a one-time exception. Alternatively, try joining via a non-company-issued device or dial into the workshop instead.
Yes, you can certainly ask questions via the Q&A feature during each session. Polling is available in certain sessions and attendees are encouraged to utilize the chat feature as well to dialogue with each other.
For more information, please contact:
Matthew Kaitz
Director, Business Development
[email protected]
+1 (202) 663-5556
© 2024 BAFT (Bankers Association for Finance and Trade)