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    UPCOMING EVENTS

    To register or to receive more information about any of our events, please contact us at info@uptonco.com.

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    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)

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    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

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    San Francisco, CA  |  October 9-11, 2017 
    Tiburon CEO Summit XXXIII

    Speaker:   David Ryan, Upton Financial

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    WEBINAR  |  August 9, 2017   |  12pm-1pm EST   
    "Detailed Review of Market Pulse Survey Report"
    Presenter:  David Ryan, Upton Financial Group

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    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"   

    SCORE North Coast

    Speaker:   David Ryan, Upton Financial Group

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    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

     

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    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

     

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    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

     

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    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

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    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

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    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

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    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

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    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
    Group

     

    California Office
    Office: (707) 523-9651

    Fax: (215) 344-3711
    131-A Stony Circle, Suite 500

    Santa Rosa, CA 95401

    CA BRE License 01240875

    Arizona Office

    Office: (480) 666-5556

    Fax: (215) 344-3711

    7373 E Doubletree Ranch Rd, Ste 200

    Scottsdale, AZ 85258

    info@uptonco.com

    @UptonFinancial

     

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