Annual Member Meeting

You are invited to the Small Business Financial Exchange's 18th Annual Member Meeting being held March 5 to March 7, 2019 at the beautiful Kimpton Hotel Palomar in downtown Phoenix, Arizona. This event promises a lineup of top industry experts and researchers who will deliver Big Insights on the state of small business.

Attendance is a free benefit of membership.  If you are prospective Member, contact to learn how you too can join the event.

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Big Insights:

Barlow Research and the National Federation of Independent Businesses (NFIB) are well known for research on U.S. small business behavior. Looking at changes in external factors such as regulations, tax codes, interest rates, and the political environment, along with small businesses’ changing demographics, they will shed light on what small businesses are looking for from their lenders and what lenders should know and plan for.

Many believe American entrepreneurship is in trouble. The problems are many: lack of capital, too few entrepreneurial immigrants, excessive regulation, an aging population and rising student debt.  Scott Shane, the A. Malachi Mixon III Professor of Entrepreneurial Studies and professor of economics at Case Western Reserve University’s Weatherhead School of Management and author of several books, including Is Entrepreneurship Dead???, will give perspective on the health of small business entrepreneurship and behavioral trends.

Financial institutions, technology vendors, and consulting firms rely on Aite Group's extensive research expertise, particularly in areas of consumer and business financial behavior. Learn about AITE’s current research and findings on small business fraud vectors. Areas of exploration will include loan stacking, synthetic identities, and bank statement fraud trends.

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Trust, Transparency, Protection:

To kick off the 2019 Annual Member Meeting, a closed-door business meeting will be held with Members only where SBFE leadership will take a look-back on last year's successes, reveal current trends found in the SBFE Data, and share what Members can expect next.

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Big Data

During interactive sessions, SBFE Certified Vendors; Dun&Bradstreet, Equifax, Experian, and LexisNexis Risk Solutions, will present real life case studies, share best practices and insights derived from their SBFE Data™ enhanced services.

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Evening in the Desert Botanical Garden

Join us for an evening to remember at one of the world’s most iconic gardens of its kind for dinner, drinks and discovery. Attendees of the 2019 SBFE Annual Member Meeting will get to view the beauty of the desert first-hand while networking with your peers and enjoying local fare. Get a sneak peak here.

To register for the 2020 SBFE Annual Member Meeting, contact us at