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"
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
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