JUNE 20-22, 2018
Costa Mesa, California

About America West

Cost Effective Training for the Entire Team

It’s been many years since there has been a conference on the West coast with a focus on training new SBA lenders and providing a platform for training the next generation of SBA lending staff. Our goal is to provide cost effective training for your entire team regardless of their tenure in SBA lending, while also attracting new SBA lenders. Much of the agenda will be focused on basic and intermediate material, while also providing sessions on hot button management issues such as finding and retaining great BDO’s and lending staff.   See the Education Workshop Topics below.

Write Higher Volume Loans

This conference is ideal for banks in California, Arizona, Nevada, Oregon, Washington and neighboring states - those either not currently active in SBA lending or lenders that want to become higher volume lenders.  We've got educational topics to cover 7(a), Community Advantage, 504, Secondary Market and more. 

A Conference Unlike Any Other

America  West will be unlike any conference you've attended!  Our in-depth experiential training for both 7(a) and 504 lenders will use real-life case studies, interactive hands-on approaches to engage participants in  our workshops and mini training sessions facilitated experts in the  industry.   See the Education Workshop Topics Below.

Education Workshops

About Our Education Workshops

 Participants will have the option to attend between 6-7 different sessions in one or more of our three tracks designed for Sales, Operations and Management.  Attendees will receive tangible takeaways to build their knowledge base and nurture best practices and processes, while maintaining a high  level of compliance.   



Possible Topics Include:

  • Preserve and Protect the SBA Guaranty from Closing, Servicing to Liquidation
  • Properly Manage Risk via Internal Processes, Procedures & Closing
  • Intricacies & Importance of Properly Structuring 7(a) Loans
  • Cash Flow Analysis & Underwriting
  • Is SBA Express Right for your Organization?
  • 1502 Reporting & How to Stay in Balance with Colson & Servicing
  • How to Double your 7(a) Loan Volume
  • How to Double your 504 Loan Volume
  • How to Double your Community Advantage Loan Volume
  • Social Media & Alternative Marketing Techniques
  • Franchise Lending
  • Managing, Growing & Sustaining an SBA Lending Division
  • Finding and Developing the Right SBA Team
  • Identifying the Optimal SBA Programs for your Organization
  • Business Acquisitions & Valuations
  • 504/7(a) Secondary Market

Registration & Sponsorship

Sponsorship

Various sponsorship levels are available to help you reach your target audience of 300-350 attendees.  Our exhibit hall has sold out but we are continuing to accept other levels of sponsorship through April 1st.


DOWNLOAD THE SPONSOR PACKAGE

CLICK HERE TO SPONSOR

VIEW A LIST OF OUR SPONSORS HERE

Attendee Registration

$399   Through December. 31, 2017

$499   Jan. 1, 2018 until Apr. 30, 2018

$549   May 1, 2018 until June 15, 2018 

CLICK HERE TO REGISTER 

FAQs

  • Can I register now and pay later?  Of course.  For either sponsorship or attendee registrations, select the "Pay by Check" option when registering and we'll save your space in the meantime.  You can still pay by credit card - just call us at 844.887.6477 to make your payment over the phone.  All payments are due by May 15th, 2018.
  • What if I need to cancel?  Although we never like to see you go, we understand life happens.  So if you need to cancel your attendee registration, simply email us by May 1st, 2018 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?  The exhibit hall will take over an entire ballroom - All food and beverage and meal seating will be located right within the exhibit hall.  Once all booths have been sold, exhibitors will be contacted to choose their locations in order of sponsor level and then registration date. 

Conference Founders

Chuck Evans, Capital Growth Solutions

  

Chuck Evans joined Capital Growth Solutions in December of 2017 as President.  Mr. Evans has 30 years in commercial banking and economic development lending.  Prior to joining Capital Growth Solutions, he was President, CEO and Co-Founder of PrudentLenders, LLC after having previously served as Managing Director for Pennsylvania’s largest Certified Development Company: South Eastern Economic Development Company.  Mr. Evans has been an active supporter of small business and an active participant in the industry associations, National Association of Certified Development Companies (“NADCO”) and National Association of Government Guaranteed Lenders (“NAGGL”).  Chuck has a B.A Economics from Catawba College. He has two children and resides in Port Deposit, MD with his wife Karen Evans.

Ken Rosenthal, CDC Capital Markets

Ken Rosenthal has 26 years experience as Senior Advisor – Lending, Education & Training for CDC Capital Markets.  Ken is a  NADCO Sales & Marketing Training Instructor and former board member of NADCO and has funded over 1,000 SBA-504 loans for more than $2 billion.

Tim Terry, SBA Advisors

Tim Terry is Founder and President at SBA Advisors.  SBA Advisors is the number one source for SBA Recruiting, SBA Consulting, and the only source providing SBA Marketing expertise. Having worked with lenders nationwide, SBA Advisors is  here to equip small business lenders to increase loan volume.  We set up new SBA departments as well as improve organizational efficiencies for existing teams.  We have the longest staff placement guaranty in the industry.   

Mike Weiner, MassMutual QuickCloseSM Life Insurance

Mike Weiner provides a broad portfolio of financial services for business owners, and specializes in working with SBA lenders & borrowers in assuring a timely QuickCloseSM process and a concierge level of service when life, disability, or business overhead insurance is appropriate as collateral for a loan.   

Jennifer Blumig, EventfullyYourz

Jennifer Blumig is President and Owner of EventfullyYourz conference management services.  EventfullyYourz focuses on corporate and nonprofit meetings and conferences, with a niche in the small business lending industry.

Steering Committee

Howard Anderson, Zions Bank; Karen Bean, Signature Securities; Jeffrey Benson, MassMutual Financial Group; Joseph Bonin, Partner Engineering and Science, Inc.; Joan Earhart, HomeStreet Bank; Chuck Evans, Capital Growth Solutions; Melissa Hopton, CORPSMART; Tom Hofstetter, Schenck, Price, Smith & King, LLP; Kyle Gustafson, PCFS Solutions; Kurt Chilcott, CDC Small Business Finance; Lisa Preston, The Preston Group, LLC; Kimberly A. Rayer, Starfield & Smith, P.C.; Ken Rosenthal, CDC Capital Markets; Amanda Sachs, Liberty SBF; Tim Terry, SBA Advisors; McKenna Weiks, CORPSMART; Mike Weiner, Mass Mutual Financial Group, Edith Wiseman, FRANdata 

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