Phoenix, Arizona

Brought to you by Orion First, the Small Business Lending Forum gathers an elite group of innovators, thought leaders, and veterans of the small business lending industry.

Founded in 2003 as a networking event, the forum has grown into an unmatched opportunity for experts from all corners of the industry to share ideas and best practices. The conference is structured to deliver insight on critical industry issues, with both a keynote presentation and multiple breakout sessions. Held in a forum style, sessions feature industry leaders sharing their perspectives and success stories—providing an executive’s eye view of the small business lending marketplace.

Sheraton Grand at Wild Horse Pass

This luxury resort is just 11 miles from Phoenix Sky Harbor International Airport (PHX), acting as the perfect gateway to Arizona attractions and the desertscape. Resort amenities are indigenous-inspired, from their Aji Spa treatments to their world-class Native American cuisine at Kai restaurant. Two championship golf courses were designed by renowned golf architect Gary Panks and feature original challenges with scenic desert vistas.

Take advantage of our exclusive room block. Call Margaret Welsh at the Sheraton Grand at (520) 796-8214 to secure accommodations at a special discounted rate for the conference.

Monday, March 18

Optional Charity Golf Tournament
› 9:00am | Whirlwind Golf Club

This year’s tournament is hosted on site at the beautiful Devil’s Claw course, designed by Gary Panks. Surrounded by the natural beauty of the Gila River landscape, you’ll navigate through cottonwood, mesquite, saguaro, and palo verde trees, alongside native grasses and rolling terrain. Enjoy a day of friendly competition among colleagues and friends.

Optional Horseback Ride & Wrangler Lunch
› 10:00am | KOLI Equestrian Center

Join us on a horseback journey through the scenic Gila River Indian Reservation. Immerse yourself in the stunning open landscapes and mountain views along the way, experiencing the serene desert. All skill levels are invited to join. After the ride, lunch is provided buffet-style, with hamburgers and chipotle chicken sandwiches. To top it off, enjoy a game of chip-in golf and/or hatchets and roping, giving you the chance to relax and network with colleagues and friends.

Opening Reception
› 6:00pm | Sheraton Grand at Wild Horse Pass

Join us for a cocktail hour from 6pm – 7pm followed by dinner from 7pm – 10 pm.

Tuesday, March 19

Breakfast Buffet
› 7:30am – 8:30am | Sheraton Grand at Wild Horse Pass

Small Business Lending Forum
› 8:30am | Sheraton Grand at Wild Horse Pass

Our forum this year includes notable presentations and multiple breakout sessions focused on current issues facing our industry.

Evening Event
› 6:00pm | Sheraton Grand at Wild Horse Pass


The Small Business Lending Forum is an invite-only event. Invitees will receive an invitation from Orion First. If you haven’t received an invitation and would like to attend please contact us.

The Small Business Lending Forum is an invite-only event. If you received an invitation from Orion First, please click the link to register at Eventbrite. If you haven’t received an invitation and would like to attend please contact us.

At Orion First, we share your belief in the power of small business success. That's why we founded the Small Business Lending Forum—to foster collaboration among industry leaders, learn from one another, and drive innovation.

2024 Sponsors

Praise for the Forum

“The Small Business Lending Forum is one of the most important conferences that we attend as an association throughout the year. It gives us a real opportunity to capture the entire industry. This is the forum that is going to make a huge difference in your perspective on the entire equipment lease financing industry as well as the small business lending industry. This is the place to be.”

– Scott Stewart, Innovative Lending Platform Association

“Coming to this forum is a really easy decision to make. You have more interaction with other people, the panelists, and speakers [than other forums]. I think it’s a first-class event for anyone who is focused on small business lending.”

– James Mendelsohn, Proximo Capital

"Well worth the trip—we enjoyed meeting the other attendees, and the venue, speakers, and panels were all top-notch."

– JCase Matheis, Blue Elephant Capital Management

"Out of all the conferences I attend, [the Small Business Lending Forum] is the best. Quick, informational, and I always take away something that I can use in my business."

– Barbara Griffith, SCL Equipment Finance