Hurry - registration closes March 13th

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Conference Agenda

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

Check in early to avoid lines!

9:00a-3:00p SBA Lending A to Z for New Lenders

2:00p-3:30p Sponsor/Exhibitor Workshop

4:00p-6:00p Exhibitor Setup

Exhibitors can start setting up at 4pm

5:30p-7:00p Welcome Reception

Join our exhibitors for a welcome reception on the beautiful Bay Terrace overlooking the San Diego Bay - all attendees and pre-registered guests are invited!

More Details Here

7:30a-8:30a Breakfast

Enjoy a buffet breakfast while visiting the Exhibitors.  

8:30a-10:15a Opening Session: Updates from SBA Headquarters

Join us as we kickoff the conference and hear from NAGGL Sr. VP of Gov. Affairs & Public Policy Kristen Granchelli, NADCO President Rhonda Pointon and the SBA Headquarters team including Deputy Associate Administrator for SBA Office of Capital Access, John Miller, OFA Director Dianna Seaborn, OCRM Director Susan Streich, OCRM Deputy Director Eddie Ledford, and OIT Director, Daniel Pische.

More Details Here

10:15a-10:45a Morning Break with Exhibitors

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

10:45a-12:00pm Breakout Sessions

Sessions in this timeslot include: 

SBA 7(a) Loan Eligibility with OFA Chief of 7(a) Ginger Allen and Team

Slides of Lies: Compliance & Eligibility

Starting, Managing, & Growing your SBA Department

Expanded View of Export Finance - Pump up the Volume    

12:00p-1:15p March Madness Lunch

Join us for Day 1 of March Madness, as we watch Round 1 games from screens throughout the exhibit hall, enjoy a tasty lunch and the opportunity to win prizes by shooting baskets and playing various games. Included for conference attendees only. For each basket scored during lunch, America West will donate $.50 to StandUp for Kids – San Diego.

1:30p-2:45p Educational Workshops

Sessions in this timeslot include:

SBA 504 Hot Topics, Program Changes, Case Studies / 504 Refi   Guidelines

Business Valuations

Understanding Changes of Ownership/Seller Notes

Alternative Business Startup Funding Options & Resources    

2:45p-3:15p Afternoon Break with Exhibitors

Join us in the exhibit hall for refreshments with our exhibitors.

3:15p-4:30p Educational Workshops

Sessions in this timeslot include:

Improving   Lending Efficiency: Screenout Reasons & SBA Loan Best Practices

Preparing for a SMART PARRiS Review  

7(a) and 504 Secondary Market Update

SBA Technology Modernization    

5:00p-5:30p Buses Depart for "BBB" Event

5:30p-8:30p Bowling, Baskets & Brews Event

End your day with some fun! Event includes dinner, karaoke room, bowling lanes, foosball, arcade games and more amidst a host of televisions tuned into the evening’s March Madness round one games. Fun and casual - jeans encouraged. Drink tickets provided with cash bar also available. Buses available to return to hotel beginning at 7:30 until 9:00 pm. Included for conference attendees and pre-paid guests.

8:30p-9:00p Buses return to the Loews

7:15-8:15 a Shamrock Hour

Happy St. Patrick's Day! Wear your GREEN and join us early for a Magically Delicious good time! Come get your green beads and other fun accessories while enjoying green smoothies, treats, and more and wait for your name to be called by our exhibitors, who will announce all of our prize winners - must be present to win! Do you feel LUCKY?

8:15a-10:00a Luck o' the Irish Awards Breakfast & Closing Session

Don't miss our conference closeout with our lender awards breakfast and an engaging discussion entitled "Connecting the Dots: How Decisions at Origination and Servicing Impact Guaranty Purchase, OCRM Reviews, and Unwanted Bills From the SBA". Stay until the end when we will announce our final donation amount to StandUp for Kids and award prizes (must be present to win).

More Details Here

10:00a-11:45a Exhibitor Breakdown

10:15a-11:30a Educational Workshops

Sessions in this timeslot include:

Managing the 504 Approval Process: Avoiding Common Pitfalls   

OIG Due Diligence Best Practices

Construction & Environmental Risk Management  

11:30-12:30p Donation Packs Assembly (Optional)

Stay to help assemble the donation packs for StandUp for Kids in the conference foyer.

11:30-12:00p Hotel Checkout


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