After successful conferences in California in 2018 and 2019 and smaller roadshow formats in Denver and Salt Lake City in early 2020, America West returns to California this year in its traditional conference format… better than ever!
This is the ONLY regional SBA lending conference of its kind in the West. Don’t miss this opportunity to learn and network In-Person.
Join us for 2.5 days as we bring you unique and interactive educational workshops with practical takeaways (not your typical breakouts – get ready for something DIFFERENT), general sessions that include timely updates directly from SBA Headquarters on the New SOP, and amazing networking events!
Our Welcome Reception on the Bay Terrace will offer scrumptious bites and beverages under twinkling lights with waterfront views, while our March Madness lunch in our exhibit hall will provide chances to get up and get moving, play games and win prizes. Finally, our Thursday evening event will take you on a short bus ride over to downtown San Diego to Punch Bowl Social for more games, food, and fun!
Our commitment to low-cost registration provides an opportunity to train your Entire Team! Bring your underwriters, closers, BDOs, department managers, etc., Workshops will be geared toward every role and level of SBA lending from those newer to the industry to seasoned 20+ year veterans.
U.S. Small Business Administration's Deputy Associate Administrator, John Miller is scheduled to attend America West LIVE and IN-PERSON with us and will provide an update from the Office of Capital Access during our opening session on March 16th.
John Miller serves as Deputy Associate Administrator for the Office of Capital Access (OCA) and is the highest-ranking career official in that office. Reporting to Associate Administrator for OCA, Patrick Kelley, John leads the policy, technology, operations and oversight for SBA’s Capital Access lending and surety programs, including the flagship 7(a) Business Loan Guaranty Program, the 504 Certified Development Company Loan Program, the Microloan Program, and the Surety Bond Guaranty Program. John is also responsible for the SBA’s pandemic capital access programs: the $800 billion Paycheck Protection Program (PPP), the $400 billion COVID EIDL Loan Program and the Restaurant Revitalization Fund. His responsibilities also include managing the SBA’s $500 billion portfolio of direct and guaranteed loans, which at its height in 2021 exceeded $1.2 trillion. To read more about John Miller click here.
Ms. Bermejo has a passion for building and strengthening relationships while assisting people and organizations attain their goals. She has been a senior government official with more than 25 years of experience at the executive level and has established a successful record of collaboration with public and private stakeholders on a range of issues including workforce development, disaster relief, and small business. Ms. Bermejo recently served as the Northern California Director for External Affairs for Governor Gavin Newsom; before that, she served as a Senior Adviser and Outreach Director for Lt. Governor Eleni Kounalakis of California, the first woman ever elected to this position. Ms. Bermejo also served in President Barack Obama’s administration at the U.S. Department of Labor as the Regional Representative to the Secretary and as Director of Intergovernmental Affairs.
Other Participating U.S. SBA Speakers:
Ginger Allen, Chief of 7(a) Lending (OFA)
Bob Carpenter, Financial Analyst, 7(a) Program Branch (OFA)
John Gossett, Supervisory Loan Specialist (Fresno CLSC)
Eddie Ledford, Deputy Director of Credit Risk Management (OCRM)
Pellson Lau, (OIT)
Annette May, Deputy Center Director (OFA)
Ross Maxwell, Financial & Loan Specialist (OFA)
Sheri McConville, Manager and Program Analyst (OPSM)
Daniel Pische, Director of Office of International Trade (OIT)
Randy Puckett, SBA Supervisory Loan Specialist (OFA)
Linda Reilly, Chief of 504 Lending (OFA)
Dianna Seaborn, Director of Office of Financial Assistance (OFA)
Susan Streich, Director of Office of Credit Risk Management (OCRM)
Sponsorship opportunities are currently available. Download the Conference Information Package for details.
Regular Lender Rate Tickets are extended until March 13, 5pm for just $599*
Government rate is $299
*Non-Lender rate is $850. Download the Conference Information Package for details.