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[ 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
Conference Rate $209

Venue


Group Reservations are now Open

Gaylord National Resort & Convention Center

201 Waterfront Street

Make Reservation

[ Itinerary ]

8
:30
am
NAGGL Training – Advanced SOP 50 10

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
For more info or to register, click here.  
     

8
:30
am
NAGGL Training – Advanced SOP 50 10

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
For more info or to register, click here.  
     

2
:00
pm
Conference Check-In

Conference Check-In

Check-In with us to receive all your conference materials between 2-7:00 pm.

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.

7
:30
am
Breakfast

Breakfast Buffet

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

8
:45
am
Conference Welcome & HQ Updates

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!

10
:45
am
Breakout Sessions

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)

12
:00
PM
Keynote Luncheon

Keynote Luncheon

1
:30
pm
Breakout Sessions

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
     

3
:15
pm
Breakout Sessions

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

6
:30
pm
Mixer at TAP Sports Bar & Restaurant

Mixer at TAP Sports Bar & Restaurant

TAP Sports Bar Dining RoomMingling, 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!

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

  • 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 ]

Attendee Registration


$369
  • Early Bird Rate
  • $449 after March 9
  • Add a Spouse for only $150
Register

Government Attendee


$299
  • Includes all Sessions & Meals
  • Includes Thursday Evening Event
  • SBA Speaker Attendees just $150
Register

Guest/Spouse Ticket


$150
  • Includes entrance to:
  • Welcome Reception
  • Thursday Evening Event
Register

[ Sponsors and Exhibitors ]

Sponsorship is now closed.  Thank you to this year’s sponsors.

Presenting Diamond Sponsor

MTB Logo_2017 (002)

Platinum Level

44 Business Capt

Gold Level

SBP-Icon-LOGO
Reliant Logo - Updated-small for web
Learch-logo_PMS_Coated
StarfieldSmith-Logo
cgs_color_150dpi
Bus Finance Group
SPSK - small-ed

Silver Level

logo_medium_purple1
corp_blu_horz_logo
mercantile_logo
readycaplendingflatblue_1000x392 (1)
Nationwide_Logo_RBG
Bailey
agex
pcfs_logos_rgb
Quick Close Logo - Starfield
radar 1
bny_horizontal_rgb_april_2014 (1)
Granite Logo
gcf_logo_k
new_corpsmart_logo
agex
fsc_first_logo_2
ajlogosbacoated
HBlogo_White - FROM WEBSITE
AI Foundrty
logotitlevest4c
TDB_tag_cntr_RGB

Exhibitors

corp_blu_horz_logo
mercantile_logo
cgs_color_150dpi
StarfieldSmith Logo
SBP-Icon-LOGO
Reliant Logo - Updated-small for web
Learch-logo_PMS_Coated
Nationwide_Logo_RBG
Bailey
cantorlogo
DRDAlogo
logo_2015__large
cdc capital
accion_pri_rgb_d_png
new_corpsmart_logo
zions_bank_logo
Partner Engineering logo
pcfs_logos_rgb
bny_horizontal_rgb_april_2014 (1)
Granite Logo
large__blue_logo_with_white_background (1)
collateral
3253 LifeEase logo FINAL
create_land_transfer_finallogo_01052329xaed9b
Quick Close Logo - Starfield
bcr_logo_normal_color_large
hanover_logo
unisearch-ed2
benchmark
harvest_business_w_tag_line
16102601_jrbruno_logo (1)
windsoradvantage2015logocentered
cortland_logotype_part
gcf_logo_k
orms_logo_name_4_21_10 (1)
FRANdata LOGO
radar 1
benetrends_financial_logo_lrg_thick_final-1
070
706
180
229
522
095
692
176
281
400
620
698

[ 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