Calendar of Events

January 1

Member Orientation

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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January 1

Cornerstones: Introduction to SBA, 7(a), and NAGGL

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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January 1

Foundations of 7(a) Lending

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

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Online

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January 1

Level 1 - Closing Test Out

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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January 1

Level 1 – Closing Track

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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January 1

Level 1 - Eligibility Test Out

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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January 1

Level 1 - Eligibility Track

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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January 1

Level 1 - Liquidation Test Out

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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January 1

Level 1 - Liquidation Track

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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January 1

Level 1 - Servicing Test Out

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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January 1

Level 1 – Servicing Track

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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January 1

Level 1 - Underwriting Test Out

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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January 1

Level 1 - Underwriting Track

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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January 1

Level 2 - Servicing Track

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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January 1

NAGGL PAC Contribution Form

Thursday, January 01, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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February 13

On Demand: Introduction to Title Insurance

Friday, February 13, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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February 27

On Demand: Best Practices for Projections Based Lending

Friday, February 27, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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April 3

On Demand: Monitoring the SBA 7(a) Loan Portfolio

Friday, April 03, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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May 8

On Demand: Boots on the Ground Navigating SBA Site Visit Requirements

Friday, May 08, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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June 1

FLL - Class of 2027

Monday, June 01, 2026 - Saturday, July 31, 2027 Central Standard Time

Virtual

Online

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June 5

On Demand: Anatomy of a Default From First Missed Payment to Charge Off

Friday, June 05, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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June 12

On Demand: Creditor Rights Managing Obligor Bankruptcy

Friday, June 12, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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June 26

On Demand: Mastering OIC, CPC, and Wrap-Up Tabs

Friday, June 26, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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July 10

On Demand: Streamlining Success Building an Effective Pre-Flight Process

Friday, July 10, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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July 31

On Demand: Franchise Financing SBA's Requirements

Friday, July 31, 2026 - Saturday, October 31, 2026 Central Standard Time

On Demand

Online

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August 7

On Demand: The Refinance Roadmap Mastering Debt Refi Requirements

Friday, August 07, 2026 - Saturday, November 07, 2026 Central Standard Time

On Demand

Online

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August 14

On Demand: Balancing the Books: Constructing a Pro-Forma Balance Sheet

Friday, August 14, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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August 21

On Demand: Servicing Strategies from Routine to Complex Modifications

Friday, August 21, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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August 31

On Demand: SOP 50 10 8.1 What Lenders Need to Know Now

Monday, August 31, 2026 - Monday, November 30, 2026 Central Standard Time

On Demand

Online

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September 9

On Demand: Quality of Earnings SBA's New Requirements

Wednesday, September 09, 2026 - Wednesday, December 09, 2026 Central Standard Time

On Demand

Online

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September 18

On Demand: Changes of Ownership Introducing SBA's New Requirements

Friday, September 18, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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October 6

SBA Construction Lending

Tuesday, October 06, 2026 - Wednesday, October 07, 2026 Central Standard Time

Virtual

Online

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October 15

Prudent Loan Closing

Thursday, October 15, 2026 12:00 PM - 2:00 PM Central Standard Time

Virtual

Online

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October 16

On Demand: Prudent Loan Closing

Friday, October 16, 2026 - Thursday, December 31, 2026 Central Standard Time

On Demand

Online

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November 3

In-Person Education Series — San Diego, CA

Tuesday, November 03, 2026 9:00 AM - 2:00 PM Pacific Standard Time

In Person

The Manchester Grand Hyatt
San Diego, CA

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November 3

Capital Advocates Happy Hour — San Diego, CA

Tuesday, November 03, 2026 4:30 PM - 6:00 PM Pacific Standard Time

In Person

The Manchester Grand Hyatt
San Diego, CA

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November 3

2026 Annual Conference (In-Person)

Tuesday, November 03, 2026 - Thursday, November 05, 2026 Pacific Standard Time

Conference

The Manchester Grand Hyatt
San Diego, CA

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November 4

2026 Annual Conference (Virtual)

Wednesday, November 04, 2026 - Thursday, November 05, 2026 Pacific Standard Time

Virtual

Online

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November 4

A Private Whiskey Tasting — San Diego, CA

Wednesday, November 04, 2026 5:30 PM - 7:30 PM Pacific Standard Time

In Person

The Whiskey House
San Diego, CA

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November 19

What Lenders Need to Know About Occupancy Rules and Leased Space

Thursday, November 19, 2026 12:00 PM - 1:30 PM Central Standard Time

Virtual

Online

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December 1

Writing the SBA Credit Memo

Tuesday, December 01, 2026 - Wednesday, December 02, 2026 Central Standard Time

Virtual

Online

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December 8

Addressing Legal Issues in 7(a) Servicing and Liquidation

Tuesday, December 08, 2026 - Wednesday, December 09, 2026 Central Standard Time

Virtual

Online

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December 10

Documenting SBA’s Insurance Requirements

Thursday, December 10, 2026 12:00 PM - 1:30 PM Central Standard Time

Virtual

Online

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January 21

2027 Member Meetup: Servicing and Liquidation

Thursday, January 21, 2027 8:00 AM - 4:30 PM Pacific Standard Time

In Person

Hilton Orange County
Costa Mesa, CA

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