East Bay SBDC presents
2026 EAST BAY CAPITAL SUMMIT Concord
Assisting Small Businesses Obtain Loan or Equity Financing
Learn Financing Opportunities from Different Lending Institutions to Finance Start-ups and Growing Businesses
October 22, 2026 | 10AM – 3PM
AT Cal State East Bay Concord Center
4700 Ygnacio Valley Rd, Concord, CA 94521
Join East Bay SBDC’s 2026 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!
Meet with a lender/advisor for 1-on-1 advising directly.
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 | AR/PO, Contract, Real Estate & Other Business Financing |
| 2:00 pm – 3:00 pm | Networking, Visiting Sponsor Tables & Individual Advising |
Sessions & Speakers
10:00 am – 10:30 am
○ Welcome & Opening Remarks
Roxann Burns Aguilar, SBA Lending Executive, Fremont Bank
10:30 am – 11:20 am
○ Panel 1 – Financing for Start-up & Early-Stage Entrepreneurs
Melissa Rea (Moderator), Economic Development Manager, City of Concord
Mike Dang, Loan Officer, CDC Small Business Finance
Adrian Gomez Zavala, VP, Relationship Manager, Main Street Launch
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
Roberto Jimenez, Moderator, SBA Business Development Officer, Fremont Bank
Eric Ng, Senior Manager, Commercial Relationship Management (SBA), Fremont Bank
Yakov Shklovsky, VP, Sr. Relationship Manager, Global Commercial Banking, Bank of America
Marc Maier, VP Relationship Manager, Mechanics Bank
Richard A Zamudio, Assistant VP, Business Banking Relationship Manager, US Bank
Nina Lang, VP & Business Community Manager, Bay Area, Northern California, City National Bank
12:20 pm – 1:00 pm
○ Lunch and Visiting Sponsor Tables
1:00 pm – 1:50 pm
○ Panel 3 – AR/PO, Contract, Real Estate & Other Business Financing
Bret Sweet (Moderator), Economic Development Manager, City of Pleasant Hill
Paul Ratner, SVP of Sales, Marble Bridge Funding Group
Felix Miranda, EVP/Chief Lending Officer, United Business Bank
Kurt Chambliss, EVP, Business Development, TMC Financing
Chris Baumann, Executive VP, Socotra Capital
2:00 pm – 3:00 pm
○ Networking, Visiting Sponsor Tables, Individual 1-1 Advising
Visit Sponsor Tables
Sign up for a 1-on-1 Advising session with a lender/advisor HERE
SPEAKERS
SBA Lending Executive
Fremont Bank
(Gold Sponsor)
GOLD SPONSOR
SILVER SPONSORS
BRONZE SPONSORS
CITY PARTNERS
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
