Pennsylvania Treasury
Small Business Initiative (SBI)

Friday, March 11, 2016 / 7:45 AM to 2:00 PM


Drexel University - Gerri C. LeBow Hall
3200 Market Street, Philadelphia, PA 19104


Conference Agenda Final (PDF)


Finance and Revenue

“Continuum of Financing for a Small Business” Presentation (PDF)


Steven D. Hobman

General Partner
NewSpring Capital

Steven D. Hobman Mr. Hobman is a General Partner of NewSpring Capital with more than 30 years of experience in the financing of middle-market and growth-stage companies. He has provided more than $500 million in such financing to these companies. He was a commercial banker for 20 years at Meridian Bank, Progress Bank, and Comerica Bank. He founded TechBanc, the venture lending division of Progress Bank, which was purchased by Comerica Bank in 2002. He also co-founded Ben Franklin/Progress Capital Fund, L.P. in 1997 and NewSpring Ventures, L.P. in 1999, a Participating Securities licensed SBIC. Mr. Hobman co-founded NewSpring Mezzanine Capital in 2004. He is on the board of directors of Neighborhood Health Agencies, Inc., Bringing Hope Home, American Compliance Systems, Inc., CODi, and Thermacore, Inc. Mr. Hobman is also on the Board of Governors for the Small Business Investor Alliance and Vice President of the Northeast region of the SBIA. He holds an A.B. from Franklin and Marshall College and an MBA from West Chester University.


Finance and Revenue

“Opportunities for Small & Small Diverse Business” Presentation (PDF)


DeShawn A. Lewis

Director, Bureau of Small Business Opportunities
PA Dept. of General Services


Corporate Governance & Structure

“Best Practices for Small and Growing Businesses” Presentation (PDF)


Kyle J. Nelson

Indirect Tax Consultant - Manager
Ernst & Young LLP

Kyle Nelson is a manager with Ernst & Young’s State and Local Tax Practice in Philadelphia with over six years of public accounting experience.

Kyle is a 2011 graduate of Temple University’s Beasley School of Law where he focused his coursework on taxation and business law. Prior to attending law school, Kyle worked at a Hartford area regional accounting firm and earned a Bachelor’s Degree in Accounting from the University of Connecticut.

Since joining Ernst & Young, Kyle has gained extensive experience providing clients in a variety of industries with state and local tax consulting services including, but not limited to the implementation of multi-state sales and use and income tax planning strategies, audit defense and process reviews.

  • Juris Doctorate – Temple University Beasley School of Law
  • Bachelor of Science - Accounting – The University of Connecticut
  • Bar Admissions: Pennsylvania & New Jersey


David Spiegel

Manager, Assurance (Audit) Practice
Ernst & Young LLP

David is a Manager within the Philadelphia Assurance practice. David has more than 5 years of public accounting experience with EY and has served numerous public and private clients, ranging from small private companies to Fortune 50 public registrants, including multinational technology, pharmaceutical distribution, manufacturing, and telecommunications companies. His significant clients served include AmerisourceBergen Corporation, Qlik, iPipeline, Alteva, and operating companies owned by the Berwind Corporation. David also has a wide array of accounting, auditing, SEC reporting and transaction experience, including assisting with an initial public offering, carve-out/spin-offs, initial audits, and numerous business combinations for public and private companies.

David is active within EY’s Philadelphia office, participating in the Entrepreneur of the Year program, leading auditing and accounting trainings for younger employees, and other office initiatives. David earned his Bachelor of Science in Accountancy from the University of Maryland and holds his license as a Certified Public Accountant with the Commonwealth of Pennsylvania.


Legal and Intellectual Property

“Early Stage Financing” Presentation (PDF)

“Later Stage Financing” Presentation (PDF)

“Liquidity Events” Presentation (PDF)


Andrew Hamilton

Partner, Emerging Business & Technology
Morgan Lewis

Andrew Hamilton concentrates primarily in mergers and acquisitions (M&A), private equity and venture capital, securities law, and general corporate counseling. He works with both public and private companies in industries as diverse as energy and clean technology, computer software, information technology, business services, and medical devices. Andrew advises clients, including private equity or venture-backed companies, on all phases of their growth cycles including business plan development, start-up structuring, and exit strategies such as initial public offerings (IPOs) and change in control transactions.

See more at: Morgan Lewis Bios - A. Hamilton.


Jeffrey P. Bodle

Partner, Emerging Business & Technology
Morgan Lewis

Jeff Bodle counsels emerging businesses and other innovative high-growth companies at every stage of their business lifecycle—including in mergers and acquisitions (M&A), angel and venture capital financings, IPOs, securities offerings and compliance, corporate partnering, joint ventures, formation advice, and other strategic and outside general counsel matters. Jeff also represents seed, venture capital, private equity, institutional, and strategic investors in financing, M&A, and portfolio company transactions. Jeff focuses primarily in the technology, healthcare, life sciences, venture capital, and private equity fields.

See more at: Morgan Lewis Bios - J. Bodle.


Health and Insurance

“A Better Path Forward” Presentation (PDF)


Lauren B. Pipari

Senior Account Executive, Small Business
United Healthcare of Pennsylvania and Delaware

“Businesses are looking for health care options that are both cost-effective and flexible. The key is to find a way to preserve coverage for employees – and in fact, increase their options – while still controlling costs.”

With more than 14 years of experience working in the insurance and healthcare industries, Lauren Pipari brings a broad range of experience to her position as a Senior Account Executive at United Healthcare of Pennsylvania and Delaware. Pipari specializes in new business sales providing strategic benefit solutions for small employers.

Pipari is a member of the National Association of Health Underwriters. Pipari serves as a board member for the Ella Bella Fashion Show Committee, partnering with Bringing Hope Home, an organization that supports families financially and emotionally while dealing with the burdens that come from the diagnosis of cancer. Pipari is also a member of the Greater Philadelphia YMCA John Wanamaker Award Planning Committee, and a graduate of The Forum of Executive Women Mentoring Program 2015.

Pipari earned a Bachelor of Science degree in Marketing and Communication from Villanova University in Pennsylvania.

United Healthcare is dedicated to helping people nationwide live healthier lives by simplifying the health care experience, meeting consumer health and wellness needs, and sustaining trusted relationships with care providers. The company is one of the businesses of UnitedHealth Group, a diversified Fortune 50 health and well-being company, and offers the full spectrum of health benefit programs for individuals, employers and Medicare and Medicaid beneficiaries.


Charlotte McKines

Pennsylvania Treasury Department
Chief of Staff

717.787.2465
cmckines@patreasury.gov

Patrick C. O'Connell

Pennsylvania Treasury Department
Executive Assistant to the Chief of Staff

717.787.2465
poconnell@patreasury.gov

Debra S. Tingley, APR

Pennsylvania Treasury Department
Communications Specialist II

717.787.2991
dtingley@patreasury.gov