Summit Itinerary


2:00p-7:00p Check-In

Exhibitor Check-In & Setup (2:00-5:00) and Attendee Check-In (2:00-7:00)

5:30p-7:00p Welcome Reception

Join our exhibitors for a welcome reception in our exhibit hall - all attendees and guests are invited!

More Details Here

7:30a-8:30a SBA Meet & Greet Open House Breakfast

Enjoy a buffet breakfast while meeting with your Local SBA Representatives.  

8:30a-9:45a Welcome Session

Join us as we kickoff the summit with opening remarks from SBA regional and district offices.  Then get ready to be inspired by our Small Business Borrower keynote, Magie Cook.  Magie's story is one of amazing personal growth.  

9:45a-10:00a Morning Break with Exhibitors

Join us in the exhibit hall for refreshments with our exhibitors before your first workshop.

Magie Cook, Small Business Borrower Keynote

10:00-11:30a Educational Workshops

  • Relevant Factors to Consider   When Underwriting Your SBA Loan/Cash Flow & Financial Analysis
  • The Ins & Outs of Business Acquisitions
  • Loan Defaults, Workouts, &   Liquidations in a Recession

Workshop Details

11:30-1:00p Carnival Lunch

Come one, come all to our unique lunch carnival experience.  Feast on a buffet lunch while playing various carnival games provided by our exhibitors & win prizes!

1:00-2:30p Educational Workshops

  • Servicing & the 1502   Report: How to Stay in Balance with Colson
  • Closing Due Diligence- Is it an   Art or Science?
  • Lender Oversight

Workshop Details

2:30p-3:00p Afternoon Break with Exhibitors

Join us in the exhibit hall for refreshments with our exhibitors before your next workshop.

3:00-4:30p Educational Workshops

  • Preserving the Guarantee in   Origination
  • Construction Funding: Don't   Break the Bank
  • Let's Make a Deal

Workshop Details

5:30p-8:30p Hipsters Dinner & Dueling Pianos

Get ready to hear all your sing-along songs by one of the best Dueling Piano Duos in the country in an outdoor setting overlooking the gorgeous golf course - food, drinks and fun included!  

More Details Here

7:30a-8:30a Coffee Service

Coffee, tea, juice served in our exhibit hall before our closing session - be sure to save your appetite for our farewell brunch following the closing session!

8:30a-9:45a SBA Headquarters Closing Session

U.S. SBA Associate Administrator, William Manger, joins us as our closing keynote giving a "State of the SBA" presentation, on the heels of the newly released SOP, Administrator McMahon's departure and the likely appointment of the new SBA Administrator.  Following Mr. Manger's keynote, hear from our SBA Headquarters panel of experts in a highly informative and interactive session on all the SBA hot topics.  Confirmed  representatives from Office of Credit Risk Management, Office of  Financial Assistance and others include:  Bob Carpenter, Susan Streich,  Sheri McConville, Vanessa Piccioni, Hien Nguyen, and Greg Prichard. 

Lots to hear from Headquarters, so don't miss this session!

9:45a-11:00a Farewell Brunch with Exhibitors

Join us in the exhibit hall for all your brunch favorites and fun, while continuing to mingle with our SBA Headquarters speakers.

Our grand prize will be given away during the brunch, so be sure to listen for your name!

11:00a-12:00p Educational Workshops

  • SBA Capital Access Technology
  • SBA Lending - Building the Right Team
  • SBA Secondary Market Updates and Procedures 7a/USDA/504   

Workshop Details

4:30p-8:00p Red Jeep 4WD Tours

Don’t miss this optional 4WD adventure through the San Andreas Fault Zone and Coachella Valley. This is a very popular tour and will sell out! Tickets are $130 and can be purchased with or apart from your summit registration. 

More Details Here