2021 SBIC Virtual Fund Conference

Winston & Strawn and RSM invite general partners, chief financial officers, and controllers of small business investment company (SBIC) funds to a virtual seminar focusing on the operations, licensing, accounting, tax, and compliance issues for SBIC funds. The program will be presented by industry leaders and will cover a variety of topics related to the operations of an SBIC fund. The agenda is seen below: 

 

Welcome & overview

• Alan Roth, Winston & Strawn LLP
• Steve Johnson, RSM US LLP 

Q&A Associate Administrator

• Bailey Devries, Small Business Administration
• Alan Roth, Winston & Strawn LLP

SBIC licensing & fund formation

• Alan Roth, Winston & Strawn LLP
• Art Spivey, Director of Licensing, Small Business Administration
• Jason Powers, Chief of Licensing, Small Business Administration

Tax update

• Tom Lenz, RSM US LLP (moderator)
• Olga Loy, Winston & Strawn LLP
• Fred Gordon, RSM US LLP National Tax Policy Services

Report from Washington

• Brett Palmer, SBIA

Q&A with SBIC Specialists

• Steve Johnson, RSM US LLP (moderator)
• Matt Dwyer, Matthews Carter & Boyce
• Paul Salgado, Director of Operations, Small Business Administration
• Heath Morris, Director of Examinations, Small Business Administration

Register for this event here.

Winston & Strawn LLP is an accredited CLE provider in California, Illinois, New Jersey, New York, and Texas.