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

U.S. SBA Administrator, Linda McMahon joins us as our closing keynote on Friday, June 22nd.  


America  West will be unlike any conference you've attended (See How Here)!  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. 

 

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.     


Educational Workshop Topics Include:

  • Closing Fundamentals for 7(a) & 504 Loans
  • Underwriting and Cash Flow Analysis for 7(a) & 504
  • Intricacies & Importance of Properly Structuring 7(a) Loans
  • Servicing & the 1502 Report: How to Stay in Balance with Colson
  • Business Acquisitions & Valuations
  • Construction Management, Appraisals & Environmental
  • Intro to 7(a) & 504 Lending
  • Preserve & Protect the SBA Guaranty from Closing, Servicing to Liquidation
  • Franchise Lending for Community Lenders
  • How to Market SBA 7(a) & 504 Loans: "Double your Volume"
  • Finding and Marketing to your niche and use of Social Media
  • Business Coaching - Pathway to Extraordinary Performance
  • Winning Deals with Wholesale SBA 504 1st Mortgage Programs
  • Building a Sustainable SBA Lending Program
  • Finding and Developing the right SBA Team
  • Properly Managing Risk through Internal Processes & Procedures 

Registration & Sponsorship

Sponsorship

Sponsorships are now closed.  Thank you to this year's sponsors:

VIEW A LIST OF OUR SPONSORS HERE

Attendee Registration

$499   Jan. 1, 2018 until May 18, 2018

$549   May 19, 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, 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 section of the ballroom - All food and beverage and meal seating will be located right within the exhibit hall.  Exhibitors will be contacted to choose their locations in order of sponsor level and then registration date during the week of May 7th.

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.  Other small business lending conferences managed by EventfullyYourz include America East, FLAGGL, Mid-America Lenders Conference (MALC), Southeastern Small Business Lenders Conference (SESBLC), and the Tennessee Small Business Lenders Conference.

Steering Committee

Howard Anderson, Zions Bank; Karen Bean, Signature Bank; Jeffrey Benson, MassMutual Financial Group; Joseph Bonin, Partner Engineering and Science, Inc.; Joan Earhart, Blue Gate 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; Tim Terry, SBA Advisors; McKenna Weiks, CORPSMART; Mike Weiner, Mass Mutual Financial Group, Edith Wiseman, FRANdata 

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