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
MAY 7, 2025 | 10AM – 4PM
AT ROSEWOOD COMMONS CONFERENCE CENTER IN PLEASANTON
4400 ROSEWOOD DRIVE, SUITE 100, PLEASANTON, CA 94588
Join East Bay SBDC’s 2025 East Bay Capital Summit!
- 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 Venture Capital Investments |
| 2:00 pm – 2:50 pm | PO/AR Financing, Real Estate Financing, Contract Finance, Government Grants (SBIR/STTR) |
| 3:00 pm – 4:00 pm | Networking & Visiting Sponsor Tables |
Sessions & Speakers
10:00 am – 10:30 am
○ Welcome & Opening Remarks
10:30 am – 11:20 am
○ Panel 1 – Financing for Start-up & Early-Stage Entrepreneurs
Mike Dang, Loan Officer, CDC Small Business Finance
Adrian Gomez Zavala, VP, Relationship Manager, Main Street Launch
Jaron Thexton, Credit Analyst, Pacific Community Ventures
Christian Magallon, Community Development Officer, 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
David Hincapie, Lender Relations Specialist, SF District Office, US Small Business Administration
Eric Ng, Senior Manager, Commercial Relationship Management (SBA), Fremont Bank
Imran Karim, VP, Performance Manager, SF Bay Area Business Banking, Bank of America
Philip Wong, Regional Manager-US Zero Barriers to Business, BMO
Caylin Edwards, VP, Small Business Banking Group Manager, Comerica Bank
Kevin Conners, Bay Area Business Banking Relationship Manager, Mechanics Bank
12:20 pm – 1:00 pm
○ Lunch and Visiting Sponsor Tables
1:00 pm – 1:50 pm
○ Panel 3 – Equity Financing – Angel and Venture Capital Investments
Shawn Flynn, Principal, Global Capital Markets & Host, The Silicon Valley Podcast
George Parrish, Chief Evangelist – Bay Angels, Executive Director – Entrepreneur Lab LLC
Tord Donnum, Founder & CEO, FundVoyage
2:00 pm – 2:50 pm
○ Panel 4 – PO/AR Financing, Real Estate Financing, Contract Finance, Government Grants (SBIR/STTR)
Andrew Krone, SVP of Sales, Marble Bridge Funding Group
Chris Baumann, Executive VP, Socotra Capital
Charles Eason, SBIR/STTR Advisor, Tech Futures Group and East Bay SBDC
○ Closing Remarks
3:00 pm – 4:00 pm
○ Networking and Visiting Sponsor Tables
SPEAKERS
President
Fremont Bank
(Gold Sponsor)
City of Pleasanton
San Francisco District Director, U.S. Small Business Administration
GOLD SPONSOR
SILVER SPONSORS
BRONZ SPONSOR
CITY SPONSORS
DIRECTIONS
ADDRESS:
4400 Rosewood Drive, Suite 100, Pleasanton, CA 94588
PARKING:
Free on-site parking is available for all guests.
GOLD SPONSOR
SILVER SPONSORS
BRONZE SPONSOR
CITY SPONSORS
