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
"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
"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
Tiburon CEO Summit XXXIII

Speaker:   David Ryan, Upton Financial

WEBINAR
"Detailed Review of Market Pulse Survey Report"
Presenter:  David Ryan, Upton Financial Group

 

Dallas, TX  |   Spring Conference and Dealmakers Expo
Panel Discussion:  "Components of a Saleable Business and Best Practices"

Panelist:  David Ryan, Upton Financial Group

 


WEBINAR 

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

 

Santa Rosa, CA    
"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 
"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
Group