UPCOMING EVENTS
To register or to receive more information about any of our events, please contact us at info@uptonco.com.
PAST EVENTS
Campbell, CA | November 8, 2017 | 7:30am-9:30am
"Utilizing SBA Strategies"
Panelist/Speakers: David Ryan, Upton Financial Group
Lisa Forrest, Live Oak Bank
Greg Carpenter, California Equity Advisors (a BTI Group Affiliate)
Santa Rosa, CA | October 4, 2017 | 7:30am-9:30am
"Knowing When and How to Sell or Buy a Business"
Panelist/Speakers: Thomas F "Tif" Joyce, seller of Joyce Financial Management
Ken Weise, buyer and owner of Sonoma County Wealth Advisors
David Ryan, Upton Financial Group
Steve Herron, Exchange Bank
San Francisco, CA | October 9-11, 2017
Tiburon CEO Summit XXXIII
Speaker: David Ryan, Upton Financial
WEBINAR | August 9, 2017 | 12pm-1pm EST
"Detailed Review of Market Pulse Survey Report"
Presenter: David Ryan, Upton Financial Group
Dallas, TX | May 8, 2017 | 2017 Spring Conference and Dealmakers Expo
Panel Discussion: "Components of a Saleable Business and Best Practices"
Panelist: David Ryan, Upton Financial Group
WEBINAR | August 9, 2017 | 12pm-1pm EST
Santa Rosa, CA | March 23, 2017 | 12pm
"Finding Capital: The Right Side of the Balance Sheet"
Speaker: David Ryan, Upton Financial Group
Santa Rosa, CA | October 5, 2016 | 10am-noon
"How to Value, Structure, and Fund the Sale and Purchase of a Small Business"
Panelist/Speakers: David Ryan, Upton Financial Group
Steve Herron, Exchange Bank
WEBINAR | September 20, 2016 | 11:30am-12:30pm PST
"Unique Financing Strategies for Business Owners’ Liquidity"
Panelist/Speakers: Travis Haley, Main Street Capital
David Ryan, Upton Financial Group
WEBINAR | August 10, 2016 | 4:00-4:30pm PST
"Could an SBA Loan Help You Achieve Financial Freedom?"
Panelist/Speakers: Scott Ford, Cornerstone Wealth Management Group
David Ryan, Upton Financial Group
Baltimore, MD | Thursday, May 19th, 2016 | 10am to 12pm
Four Seasons Hotel, Baltimore (Grand Ballroom A) - 200 International Drive -Baltimore, MD 21202
"Could an SBA Loan Help You Achieve Financial Freedom?"
Panelist/Speakers: Scott Ford, Cornerstone Wealth Management Group
Sherrill Stockton, Live Oak Bank
David Ryan, Upton Financial Group
Hagerstown, MD | Wednesday, May 18th, 2016 | 8am to 11am
Leitersburg Cinema (South Lobby & Theater #6) - 20145 Leitersburg Pike - Hagerstown, MD 21742
"Could an SBA Loan Help You Achieve Financial Freedom? "
Panelist/Speakers: Scott Ford, Cornerstone Wealth Management Group
Sherrill Stockton, Live Oak Bank
David Ryan, Upton Financial Group
Albuquerque, NM | Friday, November 13th, 2015 | IBBA 2015 Fall Conference | 8:30am to 10am
"Utilizing the Market Pulse Survey to Create a Marketing Program"
Speaker: David Ryan, Upton Financial Group
San Jose, CA | Thursday, October 29th, 2015 | 10am to 12:30pm (lunch provided)
"Utilizing SBA Financing Strategies"
Panelist/Speakers: Sherrill Stockton, Exchange Bank
Brad Abel, Exchange Bank
David Ryan, Upton Financial Group
Walnut Creek, CA | Wednesday, October 28th, 2015 | 10am to 12:30pm (lunch provided)
"Utilizing SBA Financing Strategies"
Panelist/Speakers: Sherrill Stockton, Exchange Bank
Richard Carlson, Exchange Bank
David Ryan, Upton Financial Group
Santa Rosa, CA | Thursday, October 1st, 2015 | 7:30am to 9:30am (continental breakfast provided)
"How to Finance the Growth of Your Business"
Panelist/Speakers: Sherrill Stockton, Exchange Bank
Steve Herron, Exchange Bank
Aaron Aiken, Hanover Partners
David Ryan, Upton Financial Group
Phoenix, AZ | May 7th, 2015 | 10:30am - Noon
"Utilizing SBA Financing Strategies"
Panelist/Speakers:
Bonnie Jessen, VP Business Development, Wells Fargo
Jay Sperco, President Roll-A-Shield
David Ryan, Upton Financial Group
Walnut Creek, CA | May 13th, 2015 | 7:30am - 9am
"Utilizing SBA Financing Strategies"
Panelist/Speakers: David Ryan, Upton Financial Group
Sherrill Stockton, Exchange Bank
Alex Livingston and Eddie Santillan, Redwood Management Partners
Sacramento, CA | May 19th, 2015 | 10:00am - noon (lunch provided)
"Utilizing SBA Financing Strategies"
Panelist/Speakers: David Ryan, Upton Financial Group
Sherrill Stockton, Exchange Bank
Alex Livingston and Eddie Santillan, Redwood Management Partners
Phoenix, AZ | January 29, 2015
"Generational Wealth Business Transfer for Private Companies"
Moderator: Walt Lipski, Upton Financial Group
Presented by: Northern Trust
Other panelists/speakers: Travis Haley from Main Street Capital Jessica Clemence from Jordan/Zalaznick Advisers
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