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Conferences, Meetings and Events for Commercial Lenders

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May 2015
$28,000

RMA/Wharton Advanced Risk Management Program

May 31 - June 6
Aresty Institute for Executive Education, the University of Pennsylvania,
255 South 38th Street, Philadelphia, PA , PA 19104.6359 United States
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The RMA-Wharton Advanced Risk Management, led by the faculty of one of the world’s top business schools, provides candidates with an exceptional educational experience. Continue reading Read more More

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June 2015
$875

Financial Statement Analysis

June 2 - 3
Frost Bank,
1 Blvd Place-1700 Post Oak Blvd, Suite 220, Houston, TX 77056 United States
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Financial Statement Analysis is designed to teach the process and decision-making in order to make sound credit decisions through the application of financial statement analysis.
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$875

Financial Statement Analysis

June 2 - 3
Comerica Bank,
611 Anton Blvd, Costa Mesa, CA 92626 United States
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Financial Statement Analysis is designed to teach the analytical process and decision-making techniques needed to make sound credit decisions through the application of financial statement analysis. Continue reading Read more More

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$1495

Law and Business of Factoring

June 15 - 16
Paris Hotel and Casino,
3655 Las Vegas Boulevard South, Las Vegas, NV 89109 United States
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Bob Zadek’s information-packed 2-day course – complete with a full set of superior forms he developed – is designed to help novices and seasoned factoring professionals, attorneys, and accountants build and strengthen their factoring know-how. His unique program devotes considerable time to revenue enhancing techniques. Continue reading Read more More

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$1200.00

Principles of Equipment Leasing and Finance Workshop

June 15 - 17
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 personnel 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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$975

Indianapolis – SBA Credit Underwriting

June 15 - 16
Chamber of Commerce Building,
9th Floor, Conference Room 911, Indianapolis, IN 46204 United States
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This two-day course uses case studies to walk-through credit underwriting ‘the SBA way’ and explore ratio analysis, analyzing projections, determining repayment ability, preparing the credit memo, and more. SBA now mandates debt service coverage ratios and the agency’s focus on lenders’ underwriting practices remains strong. Continue reading Read more More

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$455

Real Estate Fundamentals in Commercial Lending

June 17
Solvay Bank,
1537 Milton Avenue , Syracuse, NE 13209 United States
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Learn about key loan repayment sources, formulating conclusions with respect to a property’s success, net operating income (NOI), and key elements of various property types. Continue reading Read more More

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$875

ABA’s Analyzing Bank Performance Online Training Course

June 22 @ 8:00 AM - August 9 @ 5:00 PM

Analyzing Bank Performance gives participants tools and techniques to analyze and improve a bank’s financial performance. Continue reading Read more More

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Commercial Real Estate Lending Forum

June 25 - 26

RMA’s Commercial Real Estate Lending Forum is for experienced commercial real estate lenders as well as other lenders involved in income property secured lending. You will hear presentations from guest speakers on a variety of timely topics and will engage in Q&A and round table discussions with the group. Topics may include a permanent financing market update, appraisal issues, and a discussion of underwriting issues involving various property types. The forum will include a special round table discussion session with…

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July 2015
$28,000

RMA/Wharton Advanced Risk Management Program

July 12 @ 8:00 AM - July 18 @ 5:00 PM
Aresty Institute for Executive Education, the University of Pennsylvania,
255 South 38th Street, Philadelphia, PA , PA 19104.6359 United States
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The RMA-Wharton Advanced Risk Management, led by the faculty of one of the world’s top business schools, provides candidates with an exceptional educational experience. Continue reading Read more More

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$425

Asset-Based Lending for Non-Asset-Based Lenders

July 13
Pell Plaza,
504 Redwood Blvd, Novato, CA 94947 United States
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This course provides participants with a basic understanding of asset-based lending (ABL) concepts and techniques, ABL borrowers, collateral and field examinations, and loan structures. Continue reading Read more More

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$1195

Real Estate Lending Academy

July 14 - 16
Central Mortgage Company,
801 S John Barrow Rd, Rm 144, Little Rock, AR 72205 United States
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This intermediate-level three-day course helps participants understand the key elements of credit decisions involving real estate by describing the characteristics of income-property real estate loans and identifying the key loan underwriting differences between investor loans, owner-occupied real estate loans, and commercial loans secured by real estate. Continue reading Read more More

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$2,095

2nd Annual AltLend Summit 2015

July 20 - 21
The Princeton Club,
15 West 43rd Street, New York, NY 10036 United States
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Investors, small business lenders, and banks want to know. AltLend 2015, focused exclusively on innovative lending is back to take a detailed look at small business lending practices. Continue reading Read more More

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August 2015
$449

America East Conference For SBA Lenders

August 11 - 14
Hyatt Regency Baltimore,
300 Light Street, Baltimore, MD 21202 United States
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SBA lenders in the Eastern US come to the America East Conference to meet with top SBA officials and build their network of SBA program and industry experts. Continue reading Read more More

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$475.00

21st Mid-America Lenders Conference

August 31 - September 2
Sheraton, Downtown Dallas, Texas,
400 North Olive Street , Dallas, 75201 United States
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This conference has become the one of the premier conferences for discussion forums, SBA hot topics, education, updates and networking, Continue reading Read more More

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September 2015
$349

FLAGGL 3rd Annual Conference

September 16 - 18
Gaylord Palms Resort & Convention Center,
6000 West Osceola Parkway, Kissimmee, FL 34746 United States
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FLAGGL‘s 3rd Annual Conference at the Gaylord Palms Resort with attendees from various industry institutions throughout the state of Florida. Continue reading Read more More

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TBD

ELFA Lease & Finance Accountants Conf

September 16 - 18
Hilton Philadelphia at Penn’s Landing,
201 S Christopher Columbus Blvd , Philadelphia, PA 19106 United States
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ELFA Lease & Finance Accountants Conf Continue reading Read more More

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October 2015
$695

Seminar: Credit Analysis

October 6 - 7
Embassy Suites Hotel Bloomington,
2800 American Blvd W, Bloomington, MN 55431 United States
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This two-day course will provide credit analysts with analytical and writing skills that can be put to immediate use upon return to their respective community banks. Participants will learn how to assess the degree of risk prior to recommending approval or declination of a credit request.
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TBD

NEFA 2015 Funding Symposium

October 7 - 9
J W Marriott Atlanta Buckhead Hotel,
3300 Lenox Road Northeast, Atlanta, 30326 United States
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The funding symposium brings together funding sources committed to doing business with NEFA members and other independent originators. Continue reading Read more More

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$1,995

Commercial Lending Institute

October 25 - 30
Embassy Suites Hotel Phoenix – Scottsdale,
4415 E. Paradise Village Pkwy South , Phoenix, AZ 85032 United States
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Develop the necessary credit skills to maintain and manage a commercial credit portfolio. This program covers the analytical processes needed to reach a conclusion about the borrower’s repayment ability. Continue reading Read more More

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945

Strategic Working Capital Issues for Factors & Asset Based Lenders Training Course

October 26 - 27
Planet Hollywood Resort and Casino,
3667 S Las Vegas Blvd, Las Vegas, NV 89109 United States
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This course is designed to delve into the topics that are keeping you up at night. We will be discussing the subjects that management of Factors and Asset Based Lenders are concerned about. Continue reading Read more More

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November 2015
$1295

2015 RMA Annual Risk Management Conference

November 1 - 3
Sheraton Boston Hotel,
39 Dalton St, Boston, MA 02199 United States
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Plan now to attend RMA’s biggest event of the year at the Sheraton Boston Hotel, in Boston, MA. Speakers will provide their insights into the regulatory environment and the future of banking. Continue reading Read more More

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$850

Commercial Real Estate Lending Forum

November 9 - 10
Hyatt Regency Cambridge,
575 Memorial Dr., Cambridge, MA 02139 United States
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RMA’s Commercial Real Estate Lending Forum is for experienced commercial real estate lenders as well as other lenders involved in income property secured lending. Participants will hear presentations from guest speakers on a variety of timely topics. Continue reading Read more More

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CFA 71st Annual Convention: CFA Rocks Austin

November 11 - 13
JW Marriott Austin,
110 E 2nd St, Austin , TX 78701 United States
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Join us as we celebrate our 71st Annual Convention with opening reception @ Austin City Limits. Continue reading Read more More

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April 2016
$1,390

ABA Real Estate Lending Conference

April 17, 2016 - April 19, 2016
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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$1390

ABA Risk Management Conference

April 20, 2016 - April 22, 2016
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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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.