SBA Lending masterY: Best Practices

America West returns to California this year as a HIGHLY ENGAGING event tailored specifically for SBA lenders seeking to deepen their expertise and collaborate with peers in an intimate, high-impact setting.

America West brings you SBA Lending Mastery: Best Practices for Building, Maintaining & Evolving your Program.

With limited attendance to ensure meaningful interactions, the event will provide in-depth sessions on the full lifecycle of an SBA lending program, from initial setup to long-term success. Expert-led discussions will cover best practices for building a strong foundation, maintaining compliance, refining loan policies, managing risk, and evolving your program to adapt to market shifts. Participants will engage in focused workshops, case studies, and peer-to-peer conversations to exchange insights, tackle challenges, and refine strategies for program growth. This collaborative format ensures attendees leave with actionable solutions and the tools to elevate their SBA lending programs. Recommended for SBA Organizational leaders.

Thought leaders

Thomas Kimsey

Associate Administrator,

U.S. SBA

Hilda Kennedy

Founder/President

AmPac Business Capital

Jim Kahler

Executive Vice President

Gulf Coast Small Business Lending

Jackie Bogdan

Director, SBA Operations

Northwest Bank

Michael Johnston

SVP - Head of SBA Lending

Bankwell Bank

Elijiah Gray

SVP, SBA Market Executive

Banesco

Lance Sexton

EVP, Servicing & Liquidation

Phoenix Lender Services

Harvey Torres

EVP, Dir. Prod. Systems & Dev.

Harvest Small Bus. Finance

Marty Ferguson

SVP - Director of Gov. Lending

North State Bank

Here are the Topics they will cover:

Securing Vendors & Setting Expectations
Building a Team
Managing Product Development & Key Relationships
Documentation & Internal Controls
Loan Servicing & Managing Risk
Ongoing Training, Team Retention & Managing Expectations
Ensuring Quality & Compliance using Internal Controls & Auditing
Client Relations & Expectations
Leveraging Technology
Expanding Products
Outsourcing vs. Internal Processes
Scaling for Growth: Evaluating your Team & Bringing on New Talent
Luncheon Keynote: Talking Technology with Thomas Kimsey

LIMITED TO 100 SENIOR LEVEL LENDERS

Due to the highly interactive nature of this event, registration is limited to the first 100 senior-level lenders.

Your all-inclusive registration fee of $1199 grants you access to 2.5 days of enriching content, collaboration, and inspiration.

This includes a one-of-a-kind offsite field study program on Friday, where you’ll engage with local Sonoma businesses to gain real-world insights (more details coming soon).

Check out the full Itinerary HERE for a complete look at the schedule!

Exclusive PARTNERSHIP Opportunities

Sponsor partnership opportunities are intentionally limited.

View our Partner Options Here

FAQs

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 within 30 days of registration.
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, please see the Terms & Conditions tab above in the navigation.
How do I make an attendee name change? That's an easy one. Just email us by November 1st with the name of the person being replaced and the name and email address for the new person, and we'll make the change.

SBA Lending masterY: Best Practices

Make It a Trip!

Thought leaders

Here are the Topics they will cover:

LIMITED TO 100 SENIOR LEVEL LENDERS

Exclusive PARTNERSHIP Opportunities

Sponsor partnership opportunities are intentionally limited.

FAQs

What Past AMERICA WEST 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."

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

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

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

"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."

"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."

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

"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."

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

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

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

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

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

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Thank you to our presenting sponsors

Thank you to our harvest sponsors