Manchester Grand Hyatt
Manchester Grand Hyatt, 1 Market Pl, San Diego, CA 92101, USA

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Event Date Wed Oct 27 MDT - Fri Oct 29 MDT (8 months ago)
In your timezone (EDT): Wed Oct 27 6:00pm - Fri Oct 29 4:30pm
Location Manchester Grand Hyatt
1 Market Pl, San Diego, CA 92101, USA
Region Americas

While we are excited to reunite the 7(a) lending community for our largest event of the year, we understand that attending in-person may not be the right decision for every attendee. The wellbeing of our attendees continues to be at the forefront of our planning which is why this year’s Annual Conference will be our first hybrid conference - an in-person and virtual attendee experience running simultaneously.

What to Expect
In an effort to provide you with the most accurate information we have currently, please read through the details in the documents below about what you can expect as an in-person attendee and as a virtual attendee so that you can make an informed decision about which type of attendance is right for you.

The full agenda and session description will be available in October. This agenda is subject to change.
General session speakers will provide vital insight into the policies, politics and economic environment impacting the 7(a) Program as we prepare for 2022. Breakout sessions will share the latest information on the hottest 7(a) program topics including:

• What’s new in the Office of Financial Assistance (OFA) – biggest issues and possible coming guidance.
• Where we stand 2 months into the transition of the Fiscal and Transfer Agent (FTA) function to Guidehouse – what has changed and what changes are on the horizon.
• Franchise lending – understanding of SBA’s requirements and the issues lenders need to be aware of as they lend in this increasingly important market segment.
• PPP and regular loan purchases – tips to assure loan guaranty purchase requests meet SBA’s requirements.
• What lenders need to know about Office of Credit Risk Management areas of interest and recent findings – how to be the best partner possible to SBA.
• How to close a 7(a) loan – meeting all the requirements that are critical to protecting the SBA guaranty.
• The details of 504 debt refinancing – how the recent statutory changes are being implemented and their impact on 7(a).
• What’s going on in the Secondary Market – updated forms and other changes related to the FTA transition.
• How to meet the line-of-credit financing needs of small businesses – successfully using CAPLines and the higher limit, SBAExpress Program
and more!

Sponsors & Partners

2021 Sponsors

• Live Oak Bank

• NewTek
• Starfield Smith
• The Bailey Group

• Anastasi Jellum
• Biz2x
• Broad Street Financial
• Byline Bank
• Guidehouse
• LiveOak Bank
• Reliant Business Valuation
• Spark
• Tax Guard
• Wells Fargo

• Chase
• First Bank of the Lake
• FHN Financial
• Numerated
• PNC Bank
• Ready Capital
• Signature Bank
• SmartBiz
• Tetra Tech
• US Bank

• AEI Consultants
• GCF Business Valuation
• Meadows Bank
• Morgan Stanley
• Nationwide Valuation
• Partner Engineering and Science Inc.
• PCFS Solutions
• United Community Bank
• Wilary Winn

• Capitol Lien Records and Research
• Garcia & Ortiz
• LRM Lender Consultants
• Truist Securities