East Bay SBDC presents
2025 EAST BAY CAPITAL SUMMIT
Assisting Small Businesses Obtain Loan or Equity Financing
Learn Financing Opportunities from Different Lending Institutions and Equity Investors to Finance Start-ups and Growing Businesses
September 25, 2025 | 10AM – 4PM
AT Cal State East Bay Concord Center
4700 Ygnacio Valley Rd, Concord, CA 94521
Join East Bay SBDC’s 2025 East Bay Capital Summit in Concord!
- In need of capital to start or grow your business?
- Want to learn financing available for different stages of business from different lenders or investors?
- Want to learn how to qualify for different types of financing for your business?
Get ready to meet and network with East Bay’s leading lenders!
Gain valuable insights on securing capital and funding for your various business stages and needs.
Don’t miss out on this incredible opportunity to learn, connect, and finance your business.
CAPITAL SUMMIT SCHEDULE
Schedule
| 10:00 am – 10:30 am | Welcome and Introduction |
| 10:30 am – 11:20 am | Financing for Start-up & Early Stage Entrepreneurs |
| 11:30 am – 12:20 pm | SBA and Bank Financing for Small Businesses |
| 12:20 pm – 1:00 pm | Lunch & Visiting Sponsor Tables |
| 1:00 pm – 1:50 pm | Equity Financing – Angel and VC Investments, SBIR/STTR Grants |
| 2:00 pm – 2:50 pm | PO & Contract Financing, Real Estate Financing, & Bank Financing |
| 3:00 pm – 4:00 pm | Networking & Visiting Sponsor Tables |
Sessions & Speakers
10:00 am – 10:30 am
○ Welcome & Opening Remarks
Roxann Burns Aguilar, SBA Lending Executive, Fremont Bank
Louie Rocha, Mayor Pro Tem/District 2 Councilmember, City of Antioch
Carolyn Obringer, Mayor, City of Concord
Chris Horton, San Francisco District Director, U.S. Small Business Administration
10:30 am – 11:20 am
○ Panel 1 – Financing for Start-up & Early-Stage Entrepreneurs
Melissa Rea, Moderator, Economic Development Specialist, City of Concord
Mike Dang, Loan Officer, CDC Small Business Finance
Adrian Gomez Zavala, VP, Relationship Manager, Main Street Launch
Jaron Thexton, Credit Analyst, Pacific Community Ventures
Leonardo Fernandez, Community Development Office, TMC Community Capital
Anita Russell, Community Development Manager, Working Solutions
11:30 am – 12:20 pm
○ Panel 2 – SBA and Bank Financing for Small Business
Gaby Seltzer, Moderator, Economic Recovery Corps Fellow, City of Antioch
Eric Ng, Senior Manager, Commercial Relationship Management (SBA), Fremont Bank
Yakov Shklovsky, VP, Sr. Relationship Manager, Global Commercial Banking, Bank of America
Philip Wong, Regional Manager-US Zero Barriers to Business, BMO
Samone Shafer, Senior VP, Business Banking Manager, Mechanics Bank
12:20 pm – 1:00 pm
○ Lunch and Visiting Sponsor Tables
1:00 pm – 1:50 pm
○ Panel 3 – Equity Financing and SBIR/STTR Grants
Bret Sweet, Moderator, Economic Development Program Manager, City of Antioch
Isis Dillard, Business Development Manager, ICA Fund
Charles Eason, Advisor, Tech Futures Group and East Bay SBDC
Eric Milliken, Founder & Managing Partner, Sutter Legal
George Parrish, Chief Evangelist – Bay Angels
Hector Ramos, Investor
2:00 pm – 2:50 pm
○ Panel 4 – PO/AR Financing, Bank Financing, Real Estate Financing
Bret Sweet, Moderator, Economic Development Program Manager, City of Antioch
Andrew Krone, SVP of Sales, Marble Bridge Funding Group
Nina Lang, VP & Business Community Manager, Bay Area Northern California, City National Bank
Kurt Chambliss, EVP, Business Development, TMC Financing
Chris Baumann, Executive VP, Socotra Capital
○ Closing Remarks
3:00 pm – 4:00 pm
○ Networking and Visiting Sponsor Tables
SPEAKERS
SBA Lending Executive
Fremont Bank
(Gold Sponsor)
Mayor Pro Tem / District 2 Councilmember
City of Antioch
Mayor
City of Concord
San Francisco District Director
U.S. Small Business Administration
GOLD SPONSOR
SILVER SPONSORS
BRONZE SPONSORS
CITY PARTNERS
DIRECTIONS
ADDRESS:
4700 Ygnacio Valley Rd, Concord, CA 94521
PARKING:
Event Attendee Parking:
Event attendees may park at no charge in the Student Parking lot. Upon entering the property, you will see signs directing you to this parking area.
Public Transit:
The Concord BART station is a 4.2-mile taxi/ride share trip away (eta: 12 minutes):
Campu
GOLD SPONSOR
SILVER SPONSORS
BRONZE SPONSORS
CITY PARTNERS
