[ Registration is Now Open ]
Our 2018 conference will be held in Washington, D.C. August 1-3rd at the Gaylord National Resort & Convention Center in National Harbor. Registration and sponsorship is now open.
The Gaylord and Residence Inn hotels are SOLD OUT over our conference dates, but there is limited availability at the Westin National Harbor as well as the MGM National Harbor. If you are attending NAGGL training and require a room for Monday or Tuesday nights, there are some rooms still available at the Residence Inn – you will need to call and mention America East.
Thank you to everyone who attended our 2017 conference. For presentation materials, handouts, and other items from our conference, click here. Photos are available for download here (enter username of “AE 2017″ and password of “35541”).
- Gaylord is now SOLD OUT
- Rooms are available at nearby Westing and MGM National Harbor
- 201 Waterfront Street
Venue
Group Reservations are now Open
Gaylord National Resort & Convention Center
201 Waterfront Street
Make Reservation[ Itinerary ]
NAGGL Training - Advanced SOP 50 10
July 31 - August 1, 2018
8:30-5:00 pm
Registration deadline JULY 20th (register separately through NAGGL - see link below).
This two-day course uses ‘real-life’ advanced case studies to help lenders understand, apply, and document complex SOP 50 10 requirements.
- SBA Program Requirements
- Credit Elsewhere
- Lender Ethics Issues
- Size, Affiliation and Franchise Lending
- Eligibility of Businesses That Restrict Patronage
- Recognizing Ineligible Passive Businesses
- EPC/OC Structure Idiosyncrasies
- Debt Refinancing
- Changes of Ownership
- Review of Credit and Collateral Standards
- Tips on Protecting Your Guaranty
NAGGL Training - Advanced SOP 50 10
July 31 - August 1, 2018
8:30-5:00 pm
Registration deadline JULY 20th (register separately through NAGGL - see link below).
This two-day course uses ‘real-life’ advanced case studies to help lenders understand, apply, and document complex SOP 50 10 requirements.
- SBA Program Requirements
- Credit Elsewhere
- Lender Ethics Issues
- Size, Affiliation and Franchise Lending
- Eligibility of Businesses That Restrict Patronage
- Recognizing Ineligible Passive Businesses
- EPC/OC Structure Idiosyncrasies
- Debt Refinancing
- Changes of Ownership
- Review of Credit and Collateral Standards
- Tips on Protecting Your Guaranty
Conference Check-In
Check-In with us to receive all your conference materials between 2-7:00 pm.
Welcome Reception with our Exhibitors
5:30 pm - 7:30pm Welcome Reception with our Exhibitors. Includes hors d'oeuvres and drinks.
Breakfast Buffet
7:30-8:30 am Breakfast Buffet served in Exhibitor Hall
Conference Welcome & HQ Updates
Conference Welcome with a brief word from our Diamond Sponsor, M&T Bank SBA HQ Updates: “What’s Working, What’s Not and What’s Next?” Get all the latest SBA updates and your burning questions answered!
Breakout Sessions
- Advanced Credit Underwriting under the New SOP
- Collateral, CRE Appraisal & Environmental Due Diligence
- Guaranty Purchase – What NOT to Do (Case Studies)
- 504 Origination – Refi and 25 (Years)
Keynote Luncheon
Breakout Sessions
- Closing Mistakes to Avoid – Don’t Jeopardize your Guaranty
- Advanced Business Acquisitions and Valuations: The Difficult Deals
- Effectively Marketing your 504 Program
- Risk Management in OCRM’s Backyard
Breakout Sessions
- Proper Loan Structure to Avoid Eligibility Issues
- 7(a) Secondary Market
- Advanced 504 Closing and Servicing
- Everything you Want to Know about SOP 50 10 5 (J)…and some Things you Don’t
Mixer at TAP Sports Bar & Restaurant
Mingling, drinks and dinner between 6:30-8:30 pm.
Private event at TAP Restaurant, located inside the MGM Complex within National Harbor. Shuttle service available. Sponsored exclusively by our Diamond sponsor, M&T Bank and included with your registration at no extra cost. Includes dinner and drink tickets. You won't want to miss this!
Breakfast Buffet
7:30-8:30 am Breakfast Buffet served in Exhibitor Hall
Networking Break with Exhibitors
Breakout Sessions
- Risk Management in OCRM’s Backyard
- Servicing – Understanding the Matrix and What to Do and When
- Advanced Credit Underwriting under the New SOP
- Everything you Want to Know about SOP 50 10 5 (J)…and some Things you Don’t
Please note that vendors are prohibited from hosting on or offsite events that overlap with the timings of any scheduled conference activity.
[ Registration ]
Government Attendee
- Includes all Sessions & Meals
- Includes Thursday Evening Event
- SBA Speaker Attendees just $150
[ Sponsors and Exhibitors ]
Sponsorship is now closed. Thank you to this year’s sponsors.
Presenting Diamond Sponsor
Platinum Level
Gold Level
Silver Level
Exhibitors
[ Pics From AE 2017 ]
[ 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 |