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February 2016
$355

Structuring Commercial Loans II, Philadelphia, PA

February 16
TBD

The objective of Structuring Commercial Loans II is to improve the probability that the financial institution will be repaid by providing participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$1,170

2016 Equipment Management Conference

February 21 - 23
Hyatt Regency Gainey Ranch,
7500 E. Doubletree Ranch Road, Scottsdale, AZ 85258 United States
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This 2016 Equipment Management Conference will enhance management skills of equipment financing and lease professionals. Continue reading Read more More

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$355

Structuring Commercial Loans II, Los Angeles, CA

February 22
TBD

The objective of Structuring Commercial Loans II is to improve the probability that the financial institution will be repaid by providing participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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March 2016

National Equipment Finance Summit

March 2 - 4
Hotel Monteleone,
214 Rue Royale, New Orleans, LA 70130 United States
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The 2016 National Equipment Finance Summit offers all the business networking, education and supplier exhibits it’s known for PLUS all the great food and night life the French Quarter is famous for. Continue reading Read more More

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$1,045

CFA’s Factoring & Supply Chain Finance World

March 2 - 4
Fontainebleau Miami Beach,
4441 Collins Avenue, Miami Beach, FL 33140 United States
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The CFA is pleased to announce that Factoring & Supply Chain Finance World returns to the Fontainebleau Hotel in Miami, FL from March 2 – 4, 2016! Continue reading Read more More

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Southeastern Small Business Lenders Conference 2016

March 6 - 8
Westin Hilton Head Island Resort & Spa,
Two Grasslawn Avenue, Hilton Head Island , SC 29928 United States
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This conference will benefit small business lenders and other such professionals, with information about government guaranteed small business loans. Continue reading Read more More

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$355

Real Estate Fundamentals in Comm. Lending, Kansas City, MO

March 7
Federal Reserve Bank of Kansas City,
1 Memorial Drive, Kansas City, MO 64198 United States
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Examine commercial real estate lending concepts and techniques for income-producing properties. Continue reading Read more More

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$355

Structuring Commercial Loans I, Chicago, IL

March 9
John H Walters & Company,
225 W Washington, Chicago, IL 60606 United States
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Structuring Commercial Loans I provides participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$355

Structuring Commercial Loans I, Syracuse, NY

March 14
TBD

Structuring Commercial Loans I provides participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$355

Structuring Commercial Loans II, Omaha, NE

March 18
TBD

The objective of Structuring Commercial Loans II is to improve the probability that the financial institution will be repaid by providing participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$355

Lending to the Long-Term Care Industry, Philadelphia, PA

March 21
TBD

Lending to the Long-Term Care Industry introduces participants to the various types of long-term care facilities and services available to the elderly and teaches methods for analyzing and lending to the facilities. Continue reading Read more More

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$355

Lending to the Long-Term Care Industry, Farmington Hills, MI

March 21
Level One Bank,
32991 Hamilton Court, Farmington Hills, MI 48334 United States
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Lending to the Long-Term Care Industry introduces participants to the various types of long-term care facilities and services available to the elderly and teaches methods for analyzing and lending to the facilities. Continue reading Read more More

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$355

Structuring Commercial Loans I, Denver, CO

March 21
TBD

Structuring Commercial Loans I provides participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$355

Lending to the Long-Term Care Industry, Boston, MA

March 30
Federal Reserve Bank of Boston,
600 Atlantic Avenue, Boston, MA 02210 United States
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Lending to the Long-Term Care Industry introduces participants to the various types of long-term care facilities and services available to the elderly and teaches methods for analyzing and lending to the facilities. Continue reading Read more More

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April 2016
$355

Structuring Commercial Loans I, Pittsburgh, PA

April 1
TBD

Structuring Commercial Loans I provides participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$355

Structuring Commercial Loans II, Baltimore, MD

April 5
TBD

The objective of Structuring Commercial Loans II is to improve the probability that the financial institution will be repaid by providing participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$163

Credit Analyst Institute

April 10 - June 13
Embassy Suites Hotel Bloomington,
2800 American Blvd W, Bloomington, MN 55431 United States
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Review the evolving role of a credit analyst and discuss critical functions including financial analysis, overall business risk, legal liability, and customer relationship needs Continue reading Read more More

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$1095

Real Estate Lending Academy, Philadelphia, PA

April 12 - 14
TBD

This course explores qualitative issues including industry, business, and management strategy, coupled with quantitative analysis, including income statement, balance sheet, and cash flow analysis. Continue reading Read more More

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$1045

22nd Annual Factoring Conference

April 13 - 16
Fairmont Princess,
7575 E Princess Dr, Scottsdale, AZ 85255 United States
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This is the world’s largest conference dedicated to Banks and Finance Companies that offer financing through factoring and Accounts Receivable Financing. Continue reading Read more More

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$355

Structuring Commercial Loans II, Syracuse, NY

April 15
TBD

The objective of Structuring Commercial Loans II is to improve the probability that the financial institution will be repaid by providing participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$1,390

ABA Real Estate Lending Conference

April 17 - 19
Grand Hyatt San Antonio,
600 E. Market Street, San Antonio, TX 78205 United States
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Featuring two tracks – residential and commercial – this conference offers value for every member of your team. Join us in San Antonio, and share ideas and insights with industry experts. Continue reading Read more More

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$355

Structuring Commercial Loans II, Orange County, CA

April 19
TBD

The objective of Structuring Commercial Loans II is to improve the probability that the financial institution will be repaid by providing participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$795

28th Annual National Funding Conference

April 19 - 21
Swissotel Chicago,
323 East Wacker Drive, Chicago, IL 60601 United States
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28th Annual National Funding Conference Continue reading Read more More

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$1,100

Principles Of Equipment Leasing And Finance Workshop

April 19 - 21
Fifth Third Bank,
222 South Riverside Plaza, Chicago, IL 60606 United States
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Principles has been designed to teach the fundamentals of personal property commercial equipment leasing and finance for entry level personnel and/or individuals with business experience who have not had a complete overview of the leasing and finance business. Continue reading Read more More

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$1390

ABA Risk Management Conference

April 20 - 22
Grand Hyatt San Antonio,
600 E. Market Street, San Antonio, TX 78205 United States
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Gain the insights you need to identify, monitor, measure and control for risk across the enterprise. Strategic and tactical sessions cover the full range of risk area facing today’s banks. Continue reading Read more More

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May 2016
$355

Structuring Commercial Loans II, Milwaukee, WI

May 4
TBD

The objective of Structuring Commercial Loans II is to improve the probability that the financial institution will be repaid by providing participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$795

Real Estate Lending

May 10 - 12
Embassy Suites Hotel Bloomington,
2800 American Blvd W, Bloomington, MN 55431 United States
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Detailed discussion, including case work, addressing mortgage origination, processing, underwriting, secondary market, and loan closing functions. Continue reading Read more More

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$355

Structuring Commercial Loans I, Atlanta, GA

May 12
Synovus Bank @ Terminus,
3280 Peachtree Rd NE , Atlanta, GA 30305 United States
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Structuring Commercial Loans I provides participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$355

Structuring Commercial Loans II, Gorham, ME

May 13
TBD

The objective of Structuring Commercial Loans II is to improve the probability that the financial institution will be repaid by providing participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$355

ABL for Non-Asset-Based Lenders, Boston, MA

May 13 @ 8:00 AM - 5:00 PM
Federal Reserve Bank of Boston,
600 Atlantic Avenue, Boston, MA 02210 United States
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This course provides participants with a basic understanding of asset-based lending (ABL) concepts and techniques. Continue reading Read more More

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$355

ABL for Non-Asset-Based Lenders, Los Angeles

May 19
TBD

This course provides participants with a basic understanding of asset-based lending (ABL) concepts and techniques. Participants learn about ABL borrowers, collateral and field examinations, and loan structures, including reporting and monitoring techniques. Continue reading Read more More

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$355

Lending to the Long-Term Care Industry, West Palm Beach, FL

May 27
TBD

Lending to the Long-Term Care Industry introduces participants to the various types of long-term care facilities and services available to the elderly and teaches methods for analyzing and lending to the facilities. Continue reading Read more More

More Information »
June 2016
$355

Structuring Commercial Loans II, Barre, VT

June 6
TBD

The objective of Structuring Commercial Loans II is to improve the probability that the financial institution will be repaid by providing participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt.
Continue reading Read more More

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$355

Structuring Commercial Loans I, Akron, OH

June 7
TBD

Structuring Commercial Loans I provides participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$355

Structuring Commercial Loans II, Kansas City, MO

June 9
Federal Reserve Bank of Kansas City,
1 Memorial Drive, Kansas City, MO 64198 United States
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The objective of Structuring Commercial Loans II is to improve the probability that the financial institution will be repaid by providing participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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$1,290

ABA Regulatory Compliance Conference

June 12 - 15
Manchester Grand Hyatt Hotel,
1 Market Place, San Diego, CA 92101 United States
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Experts will share leading practices, and lessons learned – valuable takeaways that you can immediately implement at your bank to strengthen your program. Continue reading Read more More

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$1,200

Principles Of Equipment Leasing And Finance Workshop

June 14 - 16
Dilworth Paxson,
1500 Market Street, Suite 3500E, Philadelphia, PA 19102 United States
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Principles has been designed to teach the fundamentals of personal property commercial equipment leasing and finance for entry level personnel and/or individuals with business experience who have not had a complete overview of the leasing and finance business. Continue reading Read more More

More Information »
$355

Structuring Commercial Loans II, New Orleans, LA

June 17
TBD

The objective of Structuring Commercial Loans II is to improve the probability that the financial institution will be repaid by providing participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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August 2016
$325

Cash Flow/Financial Statement Analysis

August 9
Embassy Suites by Hilton Minneapolis Airport,
7901 34th Avenue South, Bloomington, MN 55425 United States
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The 1 day seminar will focus on the cash flow and financial statement analysis objectives and is beneficial for the personnel belonging to finance industry. Continue reading Read more More

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$355

Structuring Commercial Loans II, San Francisco, CA

August 15
TBD

The objective of Structuring Commercial Loans II is to improve the probability that the financial institution will be repaid by providing participants with an understanding of the fundamental principles behind structuring seasonal, working capital, and term debt. Continue reading Read more More

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September 2016
TBD

Lease and Finance Accountants Conference

September 12 - 14
Hyatt Regency Baltimore,
300 Light Street, Baltimore, MD 21202 United States
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Lease and Finance Accountants Conference Continue reading Read more More

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$1,100

Principles Of Equipment Leasing And Finance Workshop

September 12 - 14
Frandzel Robins Bloom & Csato, L.C.,
1000 Wilshire Boulevard, Los Angeles, CA 90017-2427 United States
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Principles has been designed to teach the fundamentals of personal property commercial equipment leasing and finance for entry level personnel and/or individuals who have not had a complete overview of the leasing and finance business. Continue reading Read more More

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$2,295

Compliance Institute

September 25 - 30
Embassy Suites Denver,
1420 Stout Street, Denver, CO 80202 United States
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This seminar will discuss addressing mortgage origination, underwriting, and loan closing functions. Continue reading Read more More

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October 2016
$2,495

ABA Graduate School of Compliance Risk Management

October 23 - 27
Emory Conference Center Hotel,
1615 Clifton Road NE, Atlanta, GA 30329 United States
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Designed to help compliance professionals further develop the leadership qualities and skills needed to implement or enhance compliance programs and manage complex compliance requirements. Continue reading Read more More

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ELFA 55th Annual Convention

October 23 @ 8:00 AM - October 25 @ 5:00 PM
JW Marriott Desert Springs,
74-855 Country Club Drive, Palm Desert, CA 94111 United States
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ELFA 55th Annual Convention is intended for leasing and finance professionals who want to gain more knowledge in their field. Continue reading Read more More

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About Capital Events

Small Business Finance Institute (SBFI) offers information about various conferences, meetings and events for commercial lenders in an effort to provide a one-stop resource to access the many organizations that serve this industry.

SBFI encourages lender participation with your choice of an appropriate trade association and attendance to their professional events to access their briefings, training and insight needed to perform your job with the best practices the industry can offer.

Visit these page often to learn about the latest scheduled commercial lending conferences, meetings and events, as provided by the leading trade associations and service providers focused on the commercial lending market.

To meet SBFI’s mission to foster a stronger, more profitable and responsive small business capital marketplace through better information, training, and mobility for individual commercial lenders, we've assembled these pages, which will be updated regularly and connect you directly with the sponsor and event site for more details.

Here’s a list of the associations and service organizations we track:

If you recognize any resources we’re missing, please advise us with an email to Director@SBFI.org.

The Small Business Finance Institute was founded on the premise of providing sound, germane and principled information and resources to support and promote the commercial lending sector and its participants. We advocate distribution of credit capital in a prudent, responsible manner that utilizes time-tested, regulatory compliant practices, which inures to the benefit of all stakeholders.