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[ Registration is Now Open ]

The America East Conference promotes networking and educational growth for new and seasoned SBA lenders by focusing on new SBA programs and initiatives to support exporting, aiding an underserved and thriving community, and providing training on a variety of SBA policies and procedures. Download the Conference Info Package Here.

SBA lenders from Maine to Florida on the Eastern Seaboard come to the America East Conference to meet with top SBA officials and build their network of SBA program and industry experts. The conference rotates among various cities in the northeast, and over the past several years, our conference has been held in Baltimore, Philadelphia, Boston, and National Harbor/Washington DC. Each year, the conference has grown and continues to draw more than 50 sponsors and exhibitors and nearly 400 attendees from more than 100 organizations.

This year’s conference will be held at Foxwoods Resort Casino in Mashantucket, CT. Since 1992, Foxwoods Resort Casino has offered guests The Wonder of It All as the premier resort destination in the Northeast. As the largest resort casino in North America, Foxwoods offers a vast array of gaming in seven casinos; AAA Four-Diamond hotels, restaurants from gourmet to quick service, world-renowned spas, award-winning golf, state-of-the-art theaters and exclusive retailers. Download the Conference Info Package Here for more details.

Thank you to everyone who attended our 2018 conference. Photos are available for download here.

  • Mashantucket, CT
  • Government Employees: The area does not offer a per diem government rate - you will need to obtain approval for the lowest possible rate, which is our discounted group rate of $159. Reserve your room using the group reservation link.
  • ConferenceAdmin@AmericaEast.net
Group Rate $159

Venue


Group Reservations are now Open

Foxwoods Resort & Casino

39 Norwich-Westerly Road

Make Reservation

[ Itinerary ]

8
:30
am
Pre-Conference NAGGL Training

Optional Training

Advanced SBA Loan Servicing and Liquidation

Tuesday, August 13th & Wednesday, August 14th 
Instructor: Mike Shepherd (JP Morgan Chase)
$795 Per Person
 
This pre-conference optional two-day course provides practical guidance on meeting regulatory and policy requirements found in the 7(a) Servicing & Liquidation SOP 50 57, including proper loan servicing, reclassifying loan as 'in liquidation status', accurately completing the liquidation process, considering workouts and offers in compromise. This course relies heavily on case scenarios based on real-life liquidation situations.
* Program Guidance * Loan Servicing, Including Secondary Market Limitations * 'Last Chance' Loan Servicing (Workouts) * Loan Liquidation * Offers in Compromise * Guaranty Purchase Process * Post-Purchase Activities (Wrap Up/Charge Offs, Referrals to Treasury, Referrals to OIG)
Prerequisite: Only students that have recently completed SBA Loan Servicing and Liquidation, or have several years of experience should attend the advanced course, which presumes an advanced knowledge of the 50 57 policies and 7(a) lending.
*Course qualifies for NAGGL Advanced Lender Diploma Program credit.
Location/Room:
Foxwoods Resort Casino/Celebrity CD
39 Norwich Westerly Road
Ledyard, CT 06339
800.369.9663
Daily Schedule:
8:00-8:30 am - Participant check in, continental breakfast
8:30 am-5:00 pm - Course sessions
Refreshment breaks included; lunch is on your own
Hotel rooms are currently available for Monday and Tuesday evening at the group rate.
   

8
:30
am
Pre-Conference NAGGL Training

Optional Training

Advanced SBA Loan Servicing and Liquidation

Tuesday, August 13th & Wednesday, August 14th 
Instructor: Mike Shepherd (JP Morgan Chase)
$795 Per Person
 
This pre-conference optional two-day course provides practical guidance on meeting regulatory and policy requirements found in the 7(a) Servicing & Liquidation SOP 50 57, including proper loan servicing, reclassifying loan as 'in liquidation status', accurately completing the liquidation process, considering workouts and offers in compromise. This course relies heavily on case scenarios based on real-life liquidation situations.
* Program Guidance * Loan Servicing, Including Secondary Market Limitations * 'Last Chance' Loan Servicing (Workouts) * Loan Liquidation * Offers in Compromise * Guaranty Purchase Process * Post-Purchase Activities (Wrap Up/Charge Offs, Referrals to Treasury, Referrals to OIG)
Prerequisite: Only students that have recently completed SBA Loan Servicing and Liquidation, or have several years of experience should attend the advanced course, which presumes an advanced knowledge of the 50 57 policies and 7(a) lending.
*Course qualifies for NAGGL Advanced Lender Diploma Program credit.
Location/Room:
Foxwoods Resort Casino/Celebrity CD
39 Norwich Westerly Road
Ledyard, CT 06339
800.369.9663
Daily Schedule:
8:00-8:30 am - Participant check in, continental breakfast
8:30 am-5:00 pm - Course sessions
Refreshment breaks included; lunch is on your own
Hotel rooms are currently available for Monday and Tuesday evening at the group rate.
 
     

1
:00
pm
Conference Check-In

Conference Check-In

Exhibitors - Check-In and booth setup is open 1 - 5pm. Attendees - Check in with us any time 2-7:30pm to receive all your conference materials.

5
:30
pm
Welcome Reception

Welcome Reception with our Exhibitors

5:30 pm - 7:30pm Welcome Reception with our Exhibitors.  Includes hors d'oeuvres and drinks. Sponsored by our Diamond sponsor, M&T Bank

7
:30
am
Breakfast

Breakfast Buffet

7:30-8:30 am Breakfast Buffet served in Exhibitor Hall

8
:45
am
Conference Welcome

Conference Welcome

Conference Welcome with a brief word from our Diamond Sponsor, M&T Bank.  Speakers and topics forthcoming!

10
:45
am
Breakout Sessions

Breakout Sessions

This year's topics include:

  • SOP Updates for 7(a) and 504
  • Advanced Credit Underwriting
  • Collateral
  • Secondary Market
  • Tricky Eligibility Scenarios and Case Studies
  • Guaranty Purchase Hot Topics
  • Closing & Servicing the 504 Loan
  • OCRM 2.0: Understanding the New OCRM Regulations
  • What's it Worth? Advanced Business Acquisitions and Valuations
  • Before It Leaves the Bank! Closing errors that can cost you your Guaranty
  •  Get It Right or Lose Your Guaranty - Lessons in Servicing
  • Can this Loan be Salvaged? Understanding Workouts and Forbearance Agreements
  • Effectively Marketing your 504 Program

12
:00
PM
Keynote Luncheon

Keynote Luncheon

1
:30
pm
Breakout Sessions

Breakout Sessions

This year's topics include:

  • SOP Updates for 7(a) and 504
  • Advanced Credit Underwriting
  • Collateral
  • Secondary Market
  • Tricky Eligibility Scenarios and Case Studies
  • Guaranty Purchase Hot Topics
  • Closing & Servicing the 504 Loan
  • OCRM 2.0: Understanding the New OCRM Regulations
  • What's it Worth? Advanced Business Acquisitions and Valuations
  • Before It Leaves the Bank! Closing errors that can cost you your Guaranty
  •  Get It Right or Lose Your Guaranty - Lessons in Servicing
  • Can this Loan be Salvaged? Understanding Workouts and Forbearance Agreements
  • Effectively Marketing your 504 Program
     

3
:15
pm
Breakout Sessions

Breakout Sessions

This year's topics include:

  • SOP Updates for 7(a) and 504
  • Advanced Credit Underwriting
  • Collateral
  • Secondary Market
  • Tricky Eligibility Scenarios and Case Studies
  • Guaranty Purchase Hot Topics
  • Closing & Servicing the 504 Loan
  • OCRM 2.0: Understanding the New OCRM Regulations
  • What's it Worth? Advanced Business Acquisitions and Valuations
  • Before It Leaves the Bank! Closing errors that can cost you your Guaranty
  •  Get It Right or Lose Your Guaranty - Lessons in Servicing
  • Can this Loan be Salvaged? Understanding Workouts and Forbearance Agreements
  • Effectively Marketing your 504 Program

6
:00
pm
Checkered Flag Reception – Indoor Karting Event

Checkered Flag Reception - Indoor Karting Event

6:00-8:30 pm.  Rev your engines and get ready to burn some rubber at our Checkered Flag Reception, Indoor Karting event!  You won’t want to miss this unique, fun event sponsored by our Diamond sponsor, M&T Bank.  All riders will race a qualifying race for a chance to race your way into the winner’s circle! Foxwoods’ newest entertainment addition, Monza World Class Karting, is a high-performance indoor karting center, helping drivers to experience a true motorsport feel on one of the longest and fastest indoor kart runs ever constructed.  The top-of-the-line, multi-level track will feature dramatic elevation changes, hairpin turns, and gas-powered, nine-horsepower karts that give drivers the power and control necessary for the ultimate high-speed rush. Reception is included with your conference ticket at no additional charge and includes drinks, dinner and at least one 8-minute thrill-seeking drive! Take a Test Drive Today:  https://www.foxwoods.com/Karting/ Sponsored by our Diamond sponsor, M&T Bank

7
:30
am
Breakfast

Breakfast Buffet

7:30-8:30 am Breakfast Buffet served in Exhibitor Hall

10
:15
am
Networking Break with Exhibitors

Networking Break with Exhibitors

10
:45
am
Breakout Sessions

Breakout Sessions

This year's topics include:

  • SOP Updates for 7(a) and 504
  • Advanced Credit Underwriting
  • Collateral
  • Secondary Market
  • Tricky Eligibility Scenarios and Case Studies
  • Guaranty Purchase Hot Topics
  • Closing & Servicing the 504 Loan
  • OCRM 2.0: Understanding the New OCRM Regulations
  • What's it Worth? Advanced Business Acquisitions and Valuations
  • Before It Leaves the Bank! Closing errors that can cost you your Guaranty
  •  Get It Right or Lose Your Guaranty - Lessons in Servicing
  • Can this Loan be Salvaged? Understanding Workouts and Forbearance Agreements
  • Effectively Marketing your 504 Program

Please note that vendors are prohibited from hosting on or offsite events that overlap with the timings of any scheduled conference activity.

[ Registration ]

Lender/Sponsor Attendee


$449
  • Lender/Financial Institution Employees
  • Additional Sponsor/Exhibitor Attendees
  • Guests can be added here as well
  • $499 after June 30th
Register

Non-Lender Vendor Attendee


$950
  • Non-Sponsoring Vendor Attendees
  • All sessions/meals & both receptions
  • Guests can be added here as well
  • Price does not expire
Register

Government Attendee


$299
  • SBA & other government employees
  • Contact us if you are a speaker
  • All sessions/meals & both receptions
  • Price does not expire
Register

[ Sponsors and Exhibitors ]

Sponsorship is open and available for all levels. Payment can be made by check or credit card and sponsorship recognition will start once payment is received. Sponsorship deadline is June 30th.

Presenting Diamond Sponsor

Platinum Level

Gold Level

Silver Level

Exhibitors

[ Executive Committee ]

Jessica HartSenior VP, Operations, Strategic Banking Partners(240) 406-9838 Neal PatelPrincipal, Reliant Business Valuation(908) 888-6030
Ethan SmithPartner, Starfield & Smith, PC(267) 470-1186 Alison W RindPartner, Lerch, Early & Brewer, Chtd(301) 657-0750
Gerald BaroudiVice President, Business Finance Group(410) 774-4962 Mary WamsleyPresident/CEO, Strategic Banking Partners(240) 449-8948