It’s been many years since there has been a conference on the West coast with a focus on training new SBA lenders and providing a platform for training the next generation of SBA lending staff. Our goal is to provide cost effective training for your entire team regardless of their tenure in SBA lending, while also attracting new SBA lenders. Much of the agenda will be focused on basic and intermediate material, while also providing sessions on hot button management issues such as finding and retaining great BDO’s and lending staff.
This conference is ideal for banks in California, Arizona, Nevada, Oregon, Washington and neighboring states - those either not currently active in SBA lending or lenders that want to become higher volume lenders. We've got educational topics to cover 7(a), Community Advantage, 504, Ventures, Secondary Market and more.
$399 Through November. 30, 2017
$499 Dec. 1, 2017 until Mar. 31, 2018
$549 Apr 1, 2018 until June 1, 2018
Howard Anderson, Zions Bank; Karen Bean, Signature Securities; Jeffrey Benson, MassMutual Financial Group; Joseph Bonin, Partner Engineering and Science, Inc.; Joan Earhart, HomeStreet Bank; Chuck Evans, PrudentLenders, LLC; Melissa Hopton, CLASCORP; Tom Hofstetter, Schenck, Price, Smith & King, LLP; Kyle Gustafson, PCFS Solutions; Kurt Chilcott, CDC Small Business Finance; Lisa Preston, The Preston Group, LLC; Kimberly A. Rayer, Starfield & Smith, P.C.; Ken Rosenthal, CDC Capital Markets; Amanda Sachs, Liberty SBF; Tim Terry, SBA Advisors; McKenna Weiks, CLASCORP; Mike Weiner, Mass Mutual Financial Group, Edith Wiseman, FRANdata
Chuck Evans is Co-Founder of PrudentLenders, LLC, a venture to provide a platform designed to empower Community Banks, Community Development Financial Institutions (“CDFI’s”) and SBA Certified Development Companies to offer and manage the United States’ Small Business Administration’s (“SBA”) 7(a), 504 and Community Advantage loan programs to the business communities they serve in a way that minimizes compliance risks while maximizing overlooked revenue streams.
Ken Rosenthal has 26 years experience as Senior Advisor – Lending, Education & Training for CDC Capital Markets. Ken is a NADCO Sales & Marketing Training Instructor and former board member of NADCO and has funded over 1,000 SBA-504 loans for more than $2 billion.
Tim Terry is Founder and President at SBA Advisors. SBA Advisors is the number one source for SBA Recruiting, SBA Consulting, and the only source providing SBA Marketing expertise. Having worked with lenders nationwide, SBA Advisors is here to equip small business lenders to increase loan volume. We set up new SBA departments as well as improve organizational efficiencies for existing teams. We have the longest staff placement guaranty in the industry.
Mike Weiner provides a broad portfolio of financial services for business owners, and specializes in working with SBA lenders & borrowers in assuring a timely QuickCloseSM process and a concierge level of service when life, disability, or business overhead insurance is appropriate as collateral for a loan.
Jennifer Blumig is President and Owner of EventfullyYourz conference management services. EventfullyYourz focuses on corporate and nonprofit meetings and conferences, with a niche in the small business lending industry.
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