SBA Secondary Market Summit — Washington, DC on December 4
Now in its 18th year, the SBA Secondary Market Summit returns to Washington, D.C., on Thursday, December 4, at a pivotal time for the industry.
With new SBA loan data of pending charge-offs, the expected $10 million potential loan cap increase, and decreasing interest rates ahead, this one-day summit will bring together brokers, investors, sellers, and the SBA to discuss what’s next for the 2026 secondary market — and the impact to your bottom line.
2025 Agenda Overview
This year’s agenda reflects significant changes shaping the SBA marketplace.
- Bob Judge of Government Loan Solutions will present his excellent annual assessment of the SBA 7(a) secondary market and provide a forward outlook for 2026.
- Discussion of the SBA’s new loan classification system, which designates loans as uncollectible or in liquidation, and how this change will influence premium income.
- Analysis of the anticipated $10 million increase in the 7(a) loan cap and how investors may respond in the secondary market.
- Investor-focused sessions on structuring transactions to optimize premium pricing and servicing income.
- Presentation of market performance data unique to this event, offering practical implications for 2026 profitability.
- Guidehouse returns to share best practices in managing the logistics of SBA 7(a) loan sale and servicing.
- A review of how a declining interest rate environment may affect pricing and market performance.
- Updates on the USDA Rural B&I and 504 secondary markets.
- Examination of the August 2025 SBA 7(a) Secondary Market Federal Register notice addressing minimum maturity ratios, weighted average coupon, and lender yield impact.
This agenda is designed for decision-makers seeking to understand where the market is heading and how to adjust strategy accordingly.
The National Rural Lenders Roundtable focusing on USDA’s rural lending programs and the SBA Secondary Market Summit will both take place this year at the Phoenix Park Hotel in Washington, D.C. The events are scheduled back-to-back. This convenient arrangement allows attendees to participate in both gatherings seamlessly, maximizing networking opportunities and ensuring a comprehensive view of current issues across rural and SBA lending markets.
Event Details
Location: Phoenix Park Hotel, Washington, D.C.
- December 3 – National Rural Lenders Roundtable @ Phoenix Park Hotel
- December 3 — 5 p.m. Reception at the Cosmos Club hosted by StoneX
- December 4 – SBA Secondary Market Summit @ Phoenix Park Hotel.
Registration
The market is entering a period of policy change, rate shifts, and evolving investor behavior. Attendance is essential for anyone managing SBA loan portfolios or secondary market operations in 2026.
Register now to secure the early bird rate of $1195 by October 31.
Sponsors
GLS is a Wilmington, North Carolina-based company that specializes in facilitating and advising on government-backed loan programs by acting as a broker/arranger for loans using external funds.
Community Bank & Trust is dedicated to empowering small businesses and rural communities nationwide through innovative SBA and USDA-backed lending solutions.
StoneX Group Inc. is a global financial services company that provides clearing, execution, trading platforms and market access in commodities, FX, securities and more.
Phoenix Lender Services is a nationwide service provider specializing in SBA & USDA-guaranteed lending. Founded to simplify the underwriting, closing and servicing of these loans, they harness considerable collective expertise to empower lenders and small businesses alike.
Coleman Report is a longstanding trade publication and training provider for small business banking and SBA lending professionals. Since 1993, they’ve delivered insights, data and education for lenders, brokers and servicers.
And, thank you to our host for the Cosmos Club Reception, Eddie Tuvin.