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  • Exit Planning Exchange
Exit Planning Exchange
Aug
11

XPX Chicago: Lender Update Panel

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Details
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Date & Time

Tue, Aug 11th, 2026 ⋅ 7:30am - 9:00am (CDT)

Location

Butterfield Country Club 2800 Midwest Rd, Oak Brook, IL 60523

Status

Registration Open

Tickets

Chicago XPX Members
$40.00
Chicago XPX Members Same Day Fee
$50.00
Non Members
$70.00
Non Members Same Day Fee
$80.00
XPX Chapter Network Members
$65.00
XPX Chapter Network Members Same Day
$75.00
Guests

Registrants

6 people are going
Virginia McGann of Integrated Back Office Solutions is a member of XPX Chicago
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Robert (Bob) Happ of 5-Point Solutions - Software & IT Services is a member of XPX Chicago
AK
CS
+1

We all know financing a deal is important.

- But what are the important decisions that are made in the background to get a deal across the finish line?

- What do lenders look at in deciding to make a loan?

- Who is a good credit risk? (And how can you know?)

- What kind of collateral is needed?

- Is a personal guarantee always required?

Come learn from our panelists, Matthew Hammer with Wintrust Bank, Patti Anderson with First National Bank and Arlene Martin with Martin Financial Resources, as they discuss the above and other topics. They will fill us in on the best practices used by lenders in financing deals and making financing decisions. They will also update us on the most recent changes in the SBA program and tell us some war stories. The panel will be moderated by Markus May with May Law Firm.

Our Speakers:


Patti Anderson

VP & BDO for SBA Loans
First National Bank



Arlene Martin

Loan Broker & Founder
Martin Financial Resources


Matthew Hammer

Division Manager and Banker
Wintrust Commercial Banking


Moderator:


Markus May

Business Attorney
May Law Firm, LLC


Registration Fees:

XPX Chicago Members: $40
XPX Chicago Members Same Day: $50

XPX Chapter Network Members: $65
XPX Chapter Network Members Same Day: $75

Non-Members: $70
Non-Members Same Day: $80

Food and beverages are included.  Pre-registration online is a must for catering planning.

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  An Chicago member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.


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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Virginia McGann of Integrated Back Office Solutions is a member of XPX Chicago
Virginia McGann
Integrated Back Office Solutions
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Tim Padgett
The Pepper Group, Inc.
Robert (Bob) Happ of 5-Point Solutions - Software & IT Services is a member of XPX Chicago
Robert (bob) Happ
5-Point Solutions - Software & IT Services
AK
Allen Kutchins
Aprio
CS
Carlos Sava
Clifton & Co.
TE
Thano Emerick
Exit Factor