• Home
  • Find an Advisor
  • Advisor Resource Center
    • Advisor Resource Members
    • Join
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Phoenix
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
    • Chapters in Development
      • Fort Worth
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Aug
11

XPX Chicago: Lender Update Panel

Details

Date & Time

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

Location

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

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

27 people attended
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
TE
+22

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.


Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
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
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
PA
Patti Anderson
First National Bank Small Business Finance
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Martin Financial Resources, LLC
MH
Matthew Hammer
Wintrust Commercial Banking
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
PivotPoint Company
James Muraff of McDonald Hopkins LLC is a member of XPX Chicago
James Muraff
McDonald Hopkins LLC
Sarab Singh of Huntington Bank is a member of XPX Chicago
Sarab Singh
Huntington Bank
DD
Don Draudt
Lenox Advisors
Nick Niemi of Sebold Capital Management is a member of XPX Chicago
Nick Niemi
The Mather Group
MS
Marc Sokol
JM
Joe Marley
Aaron OConnor of Bridge CPA is a member of XPX Chicago
Aaron Oconnor
Bridge CPA
Pete Cooper of B10 Capital and B10 Energy is a member of XPX Chicago
Pete Cooper
B10 Capital and B10 Energy
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
SR
Srbo Radisavljevic
Aprio Wealth Management
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Jon Hafemann of High Point Capital Group is a member of XPX Chicago
Jon Hafemann
High Point Capital Group
RA
Ryan Anderson
Morgan Stanley
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Elliot Hershik of DECO Accounting Services is a member of XPX Chicago
Elliot Hershik
DECO Accounting Services
Dan Milosevic of WestPac Wealth Partners is a member of XPX Chicago
Dan Milosevic
WestPac Wealth Partners
David Bogetz of Burnham Capital Partners is a member of XPX Chicago
David Bogetz
Burnham Capital Partners