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

About America West


Cost Effective Training for the Entire Team

Last year's event was such a success that we are bringing it back even bigger and better.  Since our focus is on an engaging learning experience, we've rebranded the event to a "Summit" rather than a "Conference".

This annual West Coast summit will focus on training for all levels of SBA lending, including those interested in getting their feet wet in the SBA lending space.  Experience cost effective, 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 last year's Workshop Topics below.

Register Now

Write Higher Volume Loans

This conference is 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.  

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 Administrator, Linda McMahon

U.S. SBA Administrator, Linda McMahon provided our closing keynote last year.  Stay tuned for this year's opening and closing keynote announcements and register early before we sell out.

America  West is unlike any training event or conference you've attended (See How Here)!  Our in-depth experiential training for both 7(a) and 504 lenders uses real-life case studies and interactive hands-on approaches to engage participants in  our workshops and mini training sessions facilitated by experts in the  industry. 


Along with our general sessions, you will have the option to attend between 4 different workshops and will receive tangible takeaways to build your knowledge base and nurture best practices and processes, while maintaining a high  level of compliance.     

2018 Workshop Topics Included:

  • 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 opportunities are currently available at all levels.  Download the Conference Information Package for details,

Sponsor Now

Attendee Registration

Early Bird Lender Tickets are just $399* until March 1st. Pricing increases to $499 on 3/2 and $599 on 5/1.

*Other rates are available for government, guest passes and non-lenders.  Download the Conference 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; Ross Blanchard, Nationwide Valuations; Jennifer Blumig, EventfullyYourz; Joseph Bonin, Partner Engineering and Science, Inc.; Brian Carpenter, MassMutual Financial Group, Anna Chung, Hanmi Bank; 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; Mike Weiner, Mass Mutual Financial Group, Blake Zumbrunnen, Zions Bank 

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