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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
  • Group Block is SOLD OUT - Call hotel directly to make your reservation.
  • 1-800-369-9663
Group Rate $159

Host Hotel


Our group block is now CLOSED. Book directly with the hotel.

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

  • Get It Right or Lose Your Guaranty – Lessons in Servicing
  • What’s New in 7(a) Lending?  Updated SOP & New Regulations
  • 504 Loans in 2019 and Beyond!
  • Don't Gamble with Environmental Issues; Understand the SOP 50 10 5(K)

12
:00
PM
Keynote Luncheon

Keynote Luncheon

1
:30
pm
Breakout Sessions

Breakout Sessions

  • What’s It Worth?  Advanced Business Acquisition and Valuations
  • 504 Closings – Don’t Upset the Apple Cart
  • OCRM 2.0:  Understanding the New OCRM Regs
  • Tricky Eligibility Scenarios – Case Studies
     

3
:15
pm
Breakout Sessions

Breakout Sessions

  • Guaranty Purchase – Hot Topics
  • SBA Hot Buttons in Underwriting and Cash Flow
  • Can this Loan be Salvaged? Understanding Workouts and Forbearance Agreements
  • To Fee or Not to Fee – What’s New with the Secondary Market
 

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

  • Winning Deals with 504 Loans in a Competitive Environment
  • What’s New in 7(a) Lending?  Updated SOP & New Regulations(session is repeated)
  • OCRM 2.0:  Understanding the new OCRM Regs (session is repeated)
  • Before It Leaves the Bank! Closing Errors that can Cost You your Guaranty

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


$499
  • Lender/Financial Institution Employees
  • Additional Sponsor/Exhibitor Attendees
  • Guests can be added here as well
  • Walkup rate is $599
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 now closed. Payment can be made by check or credit card and sponsorship recognition will start once payment is received.

Presenting Diamond Sponsor

Platinum Level

Gold Level

Silver Level

Exhibitor Only Level

[ Executive Committee ]

Jessica Hart Senior VP, Strategic Banking Partners (240) 406-9838 Neal Patel Principal, Reliant Business Valuation (908) 888-6030
Ethan Smith Partner, Starfield & Smith, PC (267) 470-1186 Alison W Rind Partner, Lerch, Early & Brewer, Chtd (301) 657-0750
Gerald Baroudi Vice President, Business Finance Group (410) 774-4962 Mary Wamsley President/CEO, Strategic Banking Partners (240) 449-8948