Welcome to the Veteran Access to Capital Symposium! We will kick off the event with introductions from our host and partnering organizations before our sessions begin.

• Speakers: 

  • Scott Jensen Executive Director, National Veteran Small Business Coalition (NVSBC)

  • Barb Carson Managing Director of Programs and Services, D’Aniello Institute for Veterans and Military Families (IVMF)  

  • Rhett Jeppson Director of External Engagements, Military and Veterans Affairs, JPMorgan Chase & Co. 

  • Jerry McGinn Executive Director, Greg and Camille Baroni Center for Government Contracting

• Audience: In-Person | Virtual

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Agenda information coming soon.

• Keynote: George Dutile Managing Partner, The Brydon Group

• Audience: In-Person | Virtual

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Spend time networking and connecting with our exhibitors and sponsors during this break time.

• Audience: In-Person | Virtual

Our panel of experts in federal policy,  finance, and legal will discuss the latest legislative, financial, and legal regulations and trends that impact the Veteran GovCon community.

• Moderator: Scott Semple Managing Partner, New THINK Solutions

• Panelists: Sean Drake Managing Partner, Stony Lonesome Group
  Andrew Bergmanson Senior Financial and Loan Specialist, SBA Office of
  Access to Capital

• Audience: In-Person | Virtual

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Lunch will be available to all in-person attendees.

• Audience: In-Person

Virtual Breakout I – Capital Opportunities with Regional Banks 

Whether you are looking to start, grow, or expand your service-disabled or veteran-owned small business, this session will detail capital opportunities with regional banks and how to best position yourself to access this key funding resource.     

• Moderator: Ed Stucky President & CEO, Republic Capital Access

• Panelists:   Marcus Perry Senior Vice President & Regional Group Sales Manager, Sandy
  Spring Bank

      Emily Basile Vice President - GovCon Senior Business Banking Relationship
Manager, M&T Bank

    Geoff Boyle Senior Vice President - Treasurer, Burke &

Herbert Bank

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Virtual Breakout II – SBA Office of Capital Access, Resources, and More

• Speaker: Andrew Bergmanson Senior Financial and Loan Specialist, SBA Office of
  Access to Capital

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Virtual Breakout III – Transition Capital: Funding Your Acquisition

Some veterans seeking to acquire a business want to retain majority equity control, 51% or more. That raises the question – how do you fund your search and acquisition?

• Moderator: Lisa Forrest Head of Searchfund Lending, Live Oak Bank

• Panelists:   Jordan Carter Partner, Search Investment Group

Don Gourley President & Owner, Boston Tree Preservation

Brendan Duebner Founder, Redwood Succession

• Audience: Virtual

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From starting to growing to selling your business; learn from our panel of Veteran GovCon business owners the capital strategies they have used to start and grow their businesses. 

• Moderator: Sharon Heaton Founder & CEO, sbLiftOff

• Panelists: Erica Dobbs President & CEO, Dobbs Defense Solutions
  Al Sowers CEO, OneZero Solutions
  Dawn Halfaker Founder, Halfaker and Associates

• Audience: In-Person | Virtual

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Spend time networking and connecting with our exhibitors and sponsors during this break time.

• Audience: In-Person | Virtual

Breakout I – Startup Capital 

Need Startup funding — or startup capital — to launch your new business?  It can come from a variety of sources and can be used for any purpose that helps the startup go from an idea to an actual business.  This breakout session will guide business owners in the various resources available to them and where/how the funds can be used. 

• Moderator: Michael Green VP, Business Development Manager, JPMorgan Chase & Co

• Panelists: Mustafa Nasseh Executive Director, Business Banking Area Manager,
  JPMorgan Chase & Co
  Matt Stavish Senior Vice President, Republic Capital Access

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Breakout II – Steady-State Capital & Growth Capital 

Are you looking to subsidize the expansion of your operations, enter new markets or acquire a new business to boost your company’s revenues and profitability?  If so, this breakout session on growth equity, also known as growth capital or expansion capital is for you.  This presentation will delve into investment opportunities that relatively mature companies may consider when going through some transformational events in their lifecycle with the potential for some dramatic growth. 

• Moderator: Marvin Clark Southeast Commercial Banking Segment Head for Diverse
  Businesses, JPMorgan Chase & Co

• Panelists: Deniz Tolu Executive Director of Business Banking, JPMorgan Chase & Co
  Phillip Poliquin Commercial Banking Market Executive, JPMorgan Chase &
  Co
  Steve Coppinger Vice President, Republic Capital Access

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Breakout III – Transition Capital - Growth Through Acquisition

Are you looking at buying a business as opposed to starting one? Or buying an existing business to expand your current business offerings?  This breakout session discusses the process of buying an existing business rather than starting one from scratch. Learn about the benefits of inorganic growth. 

• Panelists:   Alex Mears Co-Founder & Managing Partner, The Brydon Group

    Sharon Heaton Founder & CEO, sbLiftOff

• Audience: In-Person | Virtual

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Take the lessons from the different sessions and panelists today and apply them to your business!  Our end-of-the-day networking and happy hour is a great time to connect with those you haven't been able to talk with throughout the day and expand your network.

• Audience: In-Person