Updated Agenda Released for NASLB SBA Loan Broker / Lender Summit in Las Vegas

April 1, 2026

Bob Coleman
Executive Director, NASLB

The National Association of SBA Loan Brokers (NASLB) has released the updated tentative agenda for its inaugural SBA Loan Broker / SBA Lender Summit, taking place April 21, 2026, in Las Vegas, Nevada.

View the updated full tentative agenda here.

A Targeted Agenda Built for Today’s SBA Market

The newly released agenda reflects the core mission of the summit: delivering practical, actionable insights into how SBA loans are sourced, structured, approved, and funded.

The day begins with a networking breakfast followed by a welcome from Saul Ramos and an opening keynote from Stacy Watkins, offering a C-suite perspective on SBA lending within community banks.

Programming throughout the day includes:

  • SBA 7(a) Business Acquisition Loans – Moderator: David Marcantonio | Panelist: Zach Balmer
  • SBA 7(a) Franchise Lending – Moderator: Beau Eckstein | Panelists: Shay Kleinschmidt, Stephanie Dunn
  • How to Do Business with a Top Ten SBA Lender – Speakers: Bob Coleman, Dean Haidl
  • SBA 504 Commercial Real Estate Financing – Moderator: Ken Rosenthal | Panelists: Belinda Rosthenhausler, Scott Harbertson
  • Doing Business With a Passionate SBA Lender – Speaker: Carissa Sousa
  • Keynote Luncheon & Awards: The Importance of the SBA Loan Broker – Speaker: Bob Coleman

Afternoon sessions continue with a strong emphasis on emerging rules, deal structuring, and execution:

  • New 2-Month Bank Statement Rule: SBA 7(a) Working Capital & Debt Refinance – Moderator: Carissa Sousa | Panelist: Fawad Ismail
  • SBA Loan Hotel Financing – Moderator: TBA | Panelists: Rocco Perate, Scott Coleman
  • Cool Tools for SBA Loan Brokers to Close Deals Faster – Moderator: Bob Coleman | Panelists: Ryan Conner, Ben Koplan
  • SBA 7(a) Commercial Real Estate Financing – Moderator: Stephanie Dunn | Panelists: Zach Chandler, Zach Balmer
  • SBA Loan Broker Referral Fee: Payment, Documentation & Compliance – Speaker: Lance Sexton

The day concludes with a networking reception designed to facilitate direct broker-lender connections and deal-making opportunities.

Event Details

This first-of-its-kind, one-day event—produced by The Coleman Report—brings together SBA loan brokers and lenders for a highly focused program centered on deal flow, credit strategy, and relationship-building in today’s evolving lending environment.