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Session E

Building Complex Capital Stacks

Presented By: North Shore Bank

When it comes to financing business growth, it’s hard to stay on top of current trends when the winds of change are blowing. But whether you’re aiming to finance acquisitions, fuel expansion costs, or buy real estate for your next location or corporate HQ, understanding the importance of relationships and how to assemble financing can mean the difference between success and failure. Join a group of veteran financiers and executives as they explore options and case studies from those who have navigated the path and built creative structures in their deals.


Dustin S. Klein
Chief Content Officer
Smart Business

Dustin is an award-winning business journalist, bestselling author, and the chief content officer of Smart Business. Over the past 30 years, he has interviewed thousands of business and civic leaders, and helped more than 50 CEOs and entrepreneurs transform their ideas into books. A trained investigative politics reporter and former digital media entrepreneur, Dustin joined Smart Business in 1997 after serving as an editor at several daily newspapers.


Ron Beam
ARME Group, Inc.

Ron Beam is an experienced senior executive and private investor specializing in distribution related businesses and commercial real estate development and related investment. In 2017 Ron and his business partners negotiated the successful sale of their company with operations throughout the western U.S. to Office Depot. Currently Ron and business partners are involved in a residential subdivision development in southeastern Wisconsin.


Margaret Capper
Senior Vice President of Commercial Banking
North Shore Bank

Serving as Senior Vice President of Commercial Banking, Margaret leads North Shore Bank’s efforts to provide customized solutions for middle market all the way to small businesses in Eastern Wisconsin. With an emphasis on developing strong relationships, Capper works closely with owners and key managers of businesses to assist with their financial needs. Serving business clients for over 25 years, Capper brings valuable knowledge of day-to-day banking needs, cash flow strategies, and merger and acquisition funding. Along with her work at North Shore Bank, Capper is a strong community advocate for educating new business owners and facilitated seminar series with other community groups such as WWBIC and the Latino Chamber of Commerce. She also has a strong background in nonprofit, sits on various boards supporting the community, and was recently named to the Class of 2022 BizTimes Media Notable Commercial Banking Leaders.

Michael Cornell
Vice President, Senior Lender Commercial Banking
North Shore Bank

With more than 35 years of experience as a commercial banking professional, Mike Cornell excels at developing relationships with middle market businesses to help them succeed along with assisting companies to successfully complete business acquisitions with created financing. His vast experience, proven success within the industry, and robust leadership capabilities make him an integral member of the North Shore Bank Commercial Banking team. Cornell received his bachelor’s degree in finance from the University of Wisconsin-La Crosse and his Master of Business Administration degree from the University of Minnesota.

Nick Drewsen
VP - Loan Officer
WBD, Inc.

Nick Drewsen is a longtime employee of WBD, Inc. and on a daily basis he works with partner lenders and small business owners to help them access long term affordable fixed rate financing under the SBA 504 Loan Program. He is passionate about economic development and works hard to be an expert in all things SBA.

Conference Location

758 N Broadway
Milwaukee, WI 53202
Tel: (414) 273-5080