JUNE 11-13, 2019
Palm Springs - Rancho Mirage, California

About America West


Cost Effective Training for the Entire Team

This annual West Coast summit will focus on training for all levels of SBA lending.  Experience cost effective (discounted lender rate is just $599), practical training for your entire team from respected industry experts. The agenda will include workshops and sessions on basic, intermediate and management material for 7(a) and 504 lenders, lender service providers and credit unions. See a list of this year's Workshop Topics below or Download the Course Brochure HERE.

Register Now

Write Higher Volume Loans

America  West is unlike any training event or conference you've attended (See How Here)!  

  • In-depth experiential training for both 7(a) and 504 lenders
  • Real-life case studies
  • Interactive hands-on approach
  • Engaging workshops and mini training sessions facilitated by experts in the  industry.
  • Tangible takeaways to build your knowledge base and nurture best practices and processes, while maintaining a high  level of compliance.     

Ideal for lenders in California, Arizona, Nevada, Oregon, Washington and neighboring states that want to become higher volume lenders.  We've got educational topics to cover 7(a), Community Advantage, 504, Secondary Market and more.  

Watch the Video

What our 2018 Attendees Had to Say

"Very well run, high energy conference."

"I think it was great and the content was fabulous! I learned a lot and was able to network."

"The 1.5 hour sessions were nice and allowed for a less rushed format, which I appreciated."

"This is something we should support...I like the educational opportunity it provides to our staff."

"I really enjoyed and appreciated the real life case scenarios and best practice tips."

"The Case Study format was perfect...very knowledgeable facilitators."

Closing Keynote: SBA Associate Administrator, William Manger

U.S. SBA Associate Administrator, William Manger, will provide our closing keynote on Thursday, presenting a "State of the SBA" address.  This will come on the heels of the newly released SOP as well as Administrator McMahon's departure and the likely appointment of the new SBA Administrator.  Don't miss this highly informative session!

Following Mr. Manger's keynote, our SBA Headquarters panel will be on hand for a highly interactive "Hot Topics" type session.  Confirmed representatives from Office of Credit Risk Management, Office of Financial Assistance and others include:  Bob Carpenter, Gerald Caldwell, Sheri McConville, Vanessa Piccioni, Hien Nguyen, and Greg Prichard.


Along with our general sessions, you will have the option to attend up to four different workshops.

2019 Workshops:

  • Relevant Factors to Consider when Underwriting your SBA Loan
  • Cash Flow & Financial Analysis
  • Preserving the Guaranty in Origination
  • Servicing & the 1502 Report: How to Stay in Balance with Colson
  • The Risks Inside & Out of Business Acquisitions
  • Third Party Reports
  • Loan Structuring, Affiliations, Proposed Rules & Prohibitive Fees, Loan Agents
  • Loan Defaults, Workouts & Liquidations in a Recession
  • Let's Make a Deal
  • Lender Oversight
  • LSPs - "To Be or Not to Be?"
  • SBA Lending: Building the Right Team
  • Closing Due Diligence - Is it an Art or a Science?
  • Construction Funding - "Don't Break the Bank."

Download a Course Brochure HERE

William Manger, Associate Administrator, US SBA

William Manger, Associate Administrator, US SBA

Registration & Sponsorship



Sponsorship opportunities are currently available at all levels.  Download the Summit Information Package for details,

Sponsor Now

Attendee Registration

Lender Tickets are just $599*

*Other rates are available for government, guest passes and non-lenders.  Download the Summit Information Package for details.

Register Now


  • Can I register now and pay later?  Of course.  Sponsors may register now and pay later.  Attendee registrations must pay via credit card during online registration.  All payments are due by May 1, 2019.
  • What if I need to cancel?  Although we never like to see you go, we understand life happens.  If you need to cancel your attendee registration, email us by May 1st, 2019 for a full refund.  Only substitutions permitted after May 1st.  Sorry, no cancellations or refunds given for sponsorships.
  • How do I make an attendee name change?  That's an easy one.  Just email us the name of the person being replaced and the name and email address for the new person, and we'll make the change. 
  • I'm interested in exhibiting - how will the exhibit hall be laid out?  A diagram of the exhibit hall layout will be available within the sponsor package when registration opens.  

Steering Committee


Karen Bean, Signature Bank; Jennifer Blumig, EventfullyYourz; Joseph Bonin, Partner Engineering and Science, Inc.; Brian Carpenter, MassMutual Financial Group, Chuck Evans, Capital Growth Solutions; Melissa Hopton, CORPSMART; Tom Hofstetter, Schenck, Price, Smith & King, LLP; Kyle Gustafson, PCFS Solutions; Nick Jellum, Anastasi Jellum, P.A.; Lisa Preston, The Preston Group, LLC; Kimberly A. Rayer, Starfield & Smith, P.C.; Ken Rosenthal, CDC Capital Markets; Paul Santomauro, FRANdata, McKenna Weiks, CORPSMART; Blake Zumbrunnen, Zions Bank 

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