2026 Annual SBA Loan Portfolio Servicing Actions: SBA 7(a), 504 and PPP Loans — Webinar 1/22
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A Coleman Training Webinar
Date: Thursday, January 22, 2026
Time: 2:00 p.m. Eastern
Includes e-certification & recording
Protect Your SBA Guaranties and Strengthen Your Portfolio in 2026
Now is the time for your annual assessment of your SBA loan portfolio to protect your institution’s loan guarantees while providing thoughtful, compliant solutions that help your borrowers manage cash flow. Even the best servicingteams can struggle with the complexities of SBA requirements and failure to act at the right time can dramatically increase the risk of costly repairs or even denial of the SBA guaranty.
he good news is that SBA clearly defines the correct procedures you should follow. The bad news is that many SBA loan servicing staff are not familiar with these required steps and often drop the ball leaving guaranty protections exposed.
Join us for this critical 2026 webinar designed specifically for SBA lenders and servicers who want to sharpen their servicing performance, stay compliant with SBA requirements, and reduce portfolio risk.
What You Will Learn
In this comprehensive session, we will walk through the key servicing actions and reviews you must perform to ensure your portfolio is SBA-ready and audit-proof:
- SBA Annual Servicing Fee Collection and Payment
- Best Practices for Borrower Documentation Annual Requests
- Site Visits and IRS Tax Return Requirements
- 30-Plus Day Delinquency Review Procedures
- 60-Plus Day Delinquency Review and Escalation
- Managing Non-Compliant Borrowers
- Loan Collateral Review Essentials
- When and How to Conduct a Liquidation Review
- Preparing a Complete Purchase Demand Kit Review
- Wrap-Up Report Deadlines and Requirements
- Reconciling SBA and Lender Portfolio Balances
- PPP Loan Portfolio Review
- Managing PPP Forgiveness Stragglers
Why This Matters
SBA servicing is not just a compliance checkbox. It directly impacts whether your institution retains the benefit of the SBA guaranty and avoids costly repairs or denial of claim payments. This webinar breaks down the requirements clearly and practically so your staff can act confidently and correctly every time a loan becomes delinquent or a portfolio issue arises.
Who Should Attend
- SBA Servicing Teams
- Portfolio Managers
- Credit Administrators
- Workout and Special Assets Staff
- Compliance and Audit Professionals
Your Training Staff
Lance Sexton
A former small business owner, Lance Sexton has a successful history of working with small business owners and students related to entrepreneurship and SBA loan origination, servicing, and liquidation.
He has earned three industry training instruction awards for “Best Online Learning Product”.
A former SBA Deputy Director of Little Rock Servicing Center, Lance has over 40 years of experience, including 20 years directly managing portfolios of SBA loans.
Lance is EVP, Chief SBA Servicing & Liquidation Officer at Phoenix Lender Services. He has been affiliated with Coleman Publishing for over 10 years.
Bob Coleman
Bob Coleman is the founder of Coleman Publishing, a publisher of newsletters, reports, data, conferences, webinars, online training videos — to help finance professionals become small business lending experts. Bob is the nationally recognized expert on small business financing. He has appeared frequently on Fox Business News, NPR and other numerous media outlets. He is sourced by all print media. He is a frequent speaker about small business lending throughout the US and EU. Bob has a BA in Medieval History from the University of California Santa Barbara and a MBA in Real Estate Finance from the University of Southern California. Bob has earned numerous awards as a producer of events and video training. His passion is getting capital to Main Street and Rural American small business.
How the Webinar Works
We use Microsoft Teams as the webinar platform. All Coleman webinars are recorded and a link is sent to all attendees.
Single Site License
The single site license grants your institution one viewing of the webinar. It is permissible to use a single site license on one device in a conference room to be viewed by multiple attendees The webinar can be viewed on any device.
Multiple Site License
A multiple site license is an unlimited access pass for anyone at your institution. You will be given a link that will be usable to anyone with your email domain.
Webinar Links and Handouts
The webinar link will be included when we distribute the presentation and handouts shortly before the webinar.
Participants Earn Certificates of Participation
All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for SBA and your regulators.
Questions
Questions throughout the webinar are strongly encouraged. There are two ways to ask a question. The first is to ask the question via the chat in Microsoft Teams. The second is to send an email to anna@colemanreport.com. Also, feel free to ask pre and post-webinar questions.
The Fine Print
1) Substitutions are allowed at no charge.
2) Cancellations receive a 100% credit for any Coleman product.
3) As with all our products, we offer a 100% money back satisfaction guarantee — no questions asked.
3 Easy Ways to Order
1) ONLINE — Register and pay online via QuickBooks $500 or QuickBooks $800
2) EMAIL –Send an email to cindy@colemanreport.com with “Webinar Registration” in the Subject Line. We will do all the paperwork and either send you a sales receipt or an invoice.
3) PHONE — Call us at 818-790-4591.
Bob Coleman
Publisher, Coleman Report
bob@colemanreport.com