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  • Exit Planning Exchange
Exit Planning Exchange
Apr
20

XPX San Antonio: Think Outside the Loan: Creative Banking in Today's Lending Environment

Details

Date & Time

Thu, Apr 20th, 2023 ⋅ 7:30am - 9:00am (CDT)

Location

The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX

Tickets

Non-Member
$50.00
Non-Member Same Day/Walk-In Fee
$60.00
Other XPX Chapter Members
$40.00
Other XPX Chapter Members Walk-in/Same Day Registration
$50.00
San Antonio Firm Employee Guest - Limit is ONE EMPLOYEE GUEST
$25.00
San Antonio Firm Member Level
$25.00
San Antonio Members
$25.00
San Antonio Members Same Day/Walk-In Fee
$35.00
Speaker
$0.00
Guests

Registrants

27 people attended

The financial industry as a whole is being questioned in the short term.  While some banks have made negative, headline news, community banks are the voice of reason, stability and oversight.

Speakers:


Lisa Mochel

SVP Treasury Management
Lone Star Capital Bank, N.A.

Lisa Mochel is a Treasury Management specialist with over 30 years experience in the banking industry. Lisa’s responsibilities currently include working with commercial customers to assist them with efficiencies for their business operations. Lisa is also the business development specialist for Lone Star Capital Bank. Lisa is very active in the community and currently serves on several local boards.

Lisa has her MBA in Business Management from Wayland Baptist University. Lisa has been married for 28 years, has 1 daughter and 4 grandchildren.



Annette M. Canales
Senior Vice President
Commercial Loan Officer
Lone Star Capital Bank, N.A.

Annette M. Canales is a Senior Vice President and Commercial Loan Officer with Lone Star Capital Bank. She has been in the banking industry for 35 plus years and has extensive experience in commercial lending, underwriting, and finance.

Annette has a BBA and an MBA in Finance from Texas A&M University, Kingsville, Texas. Annette is from San Antonio and currently resides in Boerne. She has been married for 38 years and has 3 children and 5 grandchildren.



Jesse Castro Baza

Executive VP/Chief Credit Officer
Lone Star Capital Bank, N.A.

Jesse Baza is the Executive Vice President and Chief Credit Officer for Lone Star Capital Bank, N.A. in San Antonio, Texas. After graduating with a degree in Economics from the University of Houston, Jesse received his MBA in Finance from Our Lady of the Lake University. Jesse was part of SWGSB class 44 where he served as Secretary of the class and served on staff as a “mom/mentor” for the school for nine years. Jesse is currently the Texas Chapter President for Risk Management Association.

Before breaking into the banking industry in 1992, Jesse served in the United States Army as a combat medic. In his spare time, he is an avid Pickleball enthusiast and 1966 Mustang spendthrift. He and his wife, Carmelita, are the proud parents of four beautiful daughters and one average looking son.


Registration Fees:

XPX San Antonio Members: $25.00 XPX
San Antonio Members Walk-in/Same Day Registration: $35.00

Other XPX Chapter Members: $40.00
Other XPX Chapter Members Walk-in/Same Day Registration: $50.00

Non-Members: $50.00
Non-Members Walk-in/Same Day Registration: $60.00

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Robert Latham of IBG Business / Altapraem M&A Advisors is a member of XPX San Antonio
Robert Latham
IBG Business / Altapraem M&A Advisors
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
The Exit Planning Coach
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
theKFORDgroup
Timothy Geppert of Central Texas CFOs LLC is a member of XPX San Antonio
Timothy Geppert
Central Texas CFOs LLC
Lisa Mochel of Rio Bank is a member of XPX San Antonio
Lisa Mochel
Lone Star Capital Bank
JB
Jesse Baza
Lone Star Capital Bank, N.A.
AC
Annette Canales
Lone Star Capital Bank, N.A.
MB
Mitchell Byrum
S. Harris Financial Group, LLC.
Nathan Doty of PNC Private Bank is a member of XPX San Antonio
Nathan Doty
PNC Private Bank
LR
Leslie Rossmeier
OpTech Gente Inc dba OpTech Staffing
SM
Shelley Mann
Strategic Sales Advisors LLC
Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio
Ron Ondechek Jr
South Highland Ventures LLC
NT
Naureen Tejani
Steven Bankler CPA, Ltd
AE
Alex Esquivel
PlainsCapital Bank
MG
Mark Goldman
4610 Enterprises
Carolyn Smith of C3FP is a member of XPX San Antonio
Carolyn Smith
C3FP
TM
Todd Marquardt
Marquardt Law Firm, P.C.
SH
Steven Hutson
First American Title National Commercial Services
DV
Dylan Vinceslio
Verde Commercial
Hannah Chalker of MPN Inc. is a member of XPX San Antonio
Hannah Chalker
MPN Inc.
RS
Rick Soat
BDO
JG
Jamie Gutierrez
PlainsCapital Bank
John Seybold of Employer Flexible is a member of XPX San Antonio
John Seybold
Employer Flexible
Angel Salinas of Sandler Training San Antonio is a member of XPX San Antonio
Angel Salinas
Sandler Training San Antonio
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
Jorge Herrera CPA CIA PC