To: paul@thependergastgroup.com

Subject: Summit Financing Workshop Outline

Importance: High

Hello Everyone - - first off – thank you all for agreeing to be a part of the May 28, 2003 California Small Business Economic Summit.

Attached is a word document which outlines the Morning and Afternoon panel discussions for the financing workshop.

Here are a couple of details:

Each session (morning and afternoon) is full and has over 100 small business attendees each. (We’re over 1250 in attendance for the
overall summit!!)

This outline is meant as a point of departure. Jerry Avila will be the moderator for the panels.

Each session morning/afternoon will include brief introductions (2 or three minutes a piece) which will then lead to a series of three
“case studies” which you’ll be asked to respond to. The purpose of these case studies is to create dialogue with the audience.

The main goal of the Summit is to provide real access to resources and opportunities.

As you are all very seasoned experts in your field and are used to being in panels like this – please remember that attendees
are looking for SOLUTIONS to their challenges and issues.

Please arrive to the Summit at least one hour prior to the start of your panel. The setting will be relaxed – as we wanted
to ensure the largest number of participants as possible.

Paul Pendergast

-------------------------------------

Financing Workshop Afternoon Session:

2:00pm – 3:45pm

Radisson Sacramento Hotel

For directions go to: www.CalSmallBizSummit2003.com

Workshop to be held in Crocodile Room at Radisson Sacramento Hotel – 100 small business attendees registered in this workshop

Moderator

Jerry Avila, Director

Office of Small Business/CEFO – TTCA

Serves as Moderator but also representative of State Loan Program

Panelists

Andrew Krone – confirmed

Marble Bridge Funding Group, Inc.

Barbara Morrison – confirmed

TMC Development

Anthony Rucker – confirmed

California Capital

Mark J Leidheisl – confirmed

Senior VP/Division Sales Manager

Wells Fargo SBA Lending

Susan Reynolds – confirmed

Small Business Loan Program

San Francisco Office Of Community Development