20th Annual National Rural Lenders’ Roundtable

November 20, 2019

Wednesday, December 4, 2019

2121 Massachusetts Ave, NW Washington, DC 20008

Featured Speakers

SENATOR JAMES E. RISCH(R-IDAHO)
Committee on Small Business, Energy & Natural Resources, Foreign Relations

DONALD LAVOY
Deputy Under Secretary
USDA – RD

BETTE BRAND
Administrator
Rural Business Services
USDA – RD

BRUCE lAMMERS
Administrator
Rural Housing Services
USDA – RD

ABOUT THE CONFERENCE

The purpose of the roundtable will be to increase Rural America’s access to capital, discuss USDA’s loan programs, Capital Markets, New Market Tax Credits, Rural Health Matters and the Secondary Market. We will discuss how to leverage resources and expertise to better manage credit risk, ensure project sustainability and share best practices and lessons learned. Speakers of note include Senator James E. Risch, Deputy Under Secretary DJ Lavoy and USDA’s National Office.

SPONSORED BY

TO REGISTER, VISIT WWW.NRLRT.COMOR FOR QUESTIONS CONTACT NATALIE CONNELLL AT NATALIE@THOMASUSAF.COM

Opening Introduction

8:00 – 8:05

Opening Remarks

Thomas Kimsey

National Rural Lenders’ Roundtable

8:05 – 8:15

The Secretary’s Initiatives

DJ Lavoy

Deputy Under Secretary, USDA

8:15 – 8:30

One RD

Bruce Lammers

Administrator, RHS, USDA

USDA Program Introduction

8:30 – 9:00

Rural Business-Cooperative Services

Bette Brand

Administrator, RHS, USDA

B&I Loan Program

9:00 – 9:15

Energy Programs

Aaron Morris

Assistant Deputy Administrator, RBS, USDA

9:15 – 9:35

Community Facilities, RHS

Rich Davis

Deputy Administrator, RHS, USDA

9:35 – 9:50

Water & Environmental Programs

Edna Primrose

Assistant Deputy Administrator, WEP, USDA

9:50 – 10:00

Questions & Answers

10:00 – 10:20

Public Rail, Street Improvements, Airports

DJ Mehigan

Raymond James

10:05 – 10:15

Role of OMB with USDA

Jennifer Bell
Nora Stein

Office of Management & Budget,
White House

10:20 – 10:30

Refreshment Break

10:30 – 11:00

OneRD

Jacki Ponti

Chief Innovation Officer, USDA

11:00 – 11:20

REAP/9003 Programs

Glenn Farris

Lee Enterprises Consulting

11:20 – 11:40

Capital Markets

Bob Pennington
Nick Roederer

Raymond James
Raymond James

11:40 – 12:40

Luncheon Key Note Speaker

Senator James E. Risch
(R-Idaho)

Commitee on Small Business & Entrepreneurship, Energy & Natural Resources, Foreign Relations

12:40 – 12:50

Break

12:50 – 1:20

Lenders Panel

Thomas Kimsey (Moderator)
Trae Dorough
Jordan Blanchard
William Stump
Nick Roach

National Rural Lenders’ Roundtable
Touchmark National Bank
Live Oak Bank
CB&T – West GA
Stone Bank

1:20 – 2:05

Rural Health Matters

Michelle Rathman

Impact!Communications, Inc.

2:05 – 2:25

New Market Tax Credits

Rogelio Carrasquillo
Jorge Salichs

Carrasquillo Law Group, P.C.

2:35 – 2:45

Refreshment Break

2:25 – 2:35

Questions & Answers

2:45 – 3:05

Borrower of the Year

Mike Couch

Central State Hospital LRA

3:05 – 3:35

Secondary Market

Vasu Srinivasan

President & CEO, Thomas USAF Group

3:35 – 3:55

2019 Legislative Update

Bill Broydrick

Broydrick & Associates

3:55 – 4:00

Closing Remarks

Trae Dorough

National Rural Lenders’ Roundtable