AI 101: Transforming SBA 7(a) Credit Underwriting Memos – A Four-Week Workshop Starting 7/1
Tuesdays @ 2PM Eastern Throughout July — Registration Includes All 4 Sessions!
$395 per person or $995 for unlimited site license
Tuesday, July 1; Tuesday, July 9; Tuesday, July 15; Tuesday, July 22
Each session is recorded for you to view at your convenience.
Overview:
Discover the power of AI in this beginner-friendly workshop tailored for SBA underwriters! Over four weeks, you’ll dive into AI 101 fundamentals to gain a basic understanding of artificial intelligence and learn how to use specific prompts to streamline and enhance your SBA 7(a) credit memo preparation.
AI is a game-changer in the underwriting process, but navigating its rapid advancements can be overwhelming. This workshop is designed to simplify the process and equip you with actionable AI tools, techniques, and prompts you can use immediately to save time and improve accuracy when creating key sections of your underwriting memos.
What You’ll Learn:
Every session (one hour per week) will focus on teaching you how to leverage AI-powered prompts and source materials to create clear, compelling, and data-driven content for your SBA 7(a) credit memos.
Topics Will Include:
- AI 101 Basics: Gain foundational knowledge of how AI works and its role in financial copy creation.
- Borrower Description: Use tailored AI prompts to write professional borrower profiles.
- Management Resume Summary: Learn to streamline resume summaries with AI prompts.
- Industry Analysis: Discover how AI can help generate insightful and well-researched industry analyses.
- Franchise Analysis: Create detailed franchise evaluations using specific AI guidelines.
- Collateral Analysis: Apply AI prompts to add precision to your collateral assessments.
- Collateral Book Value: Use AI tools to calculate and summarize book values efficiently.
- Cash Flow Analysis & Ratio Analysis: Master prompts for crafting clear and data-backed financial analyses to simplify decision-making.
Why Enroll?
- AI Made Easy: This workshop eliminates the complexity and focuses on actionable steps anyone can follow.
- Prompt by Prompt Approach: You’ll walk away with a proven framework for using AI prompts to build each section of your credit memo.
- Hands-On Training: Focused exercises will ensure you get comfortable using AI tools and techniques tailored for SBA underwriting.
- Stay Ahead of Change: AI evolves rapidly—this workshop celebrates its adaptability while ensuring you stay informed on the latest advancements to maximize your productivity.
Whether you’re new to AI or looking to sharpen your underwriting workflow, this workshop will help you confidently integrate AI into your SBA processes. Reserve your spot now and start transforming how you create SBA 7(a) credit memos!
While ChatGPT has a free trial version, we recommend signing up for the basic monthly plan of $20 a month.
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 an adjunct faculty member of University of the Ozarks. He is an Executive Vice President, Managing Director of Servicing and Liquidation at Phoenix Lender Services and has been affiliated with Coleman Publishing for over 10 years.
Bob Coleman
Bob Coleman is a nationally recognized expert in small business financing and the founder of the Coleman Report, a leading news source for small business lenders. He authored Money Money Everywhere and Not a Drop for Main Street and has been featured in The Wall Street Journal, NYT, Bloomberg, Forbes, Fox Business, CNN, and NPR. Bob has served as SVP and SBA Manager at a community bank, COO of a Small Business Lending Company, and is a founding director of NAGGL. He’s passionate about expanding capital access for Main Street and rural businesses. He holds an M.B.A. in Real Estate Finance from USC and a B.A. in Medieval History from UCSB. He’s also known for producing award-winning training and events for small business finance professionals.
Coleman Training Testimonials
“This was some of the best training I have attended. I loved the format, and the narrow focus of the topic. The cost was such that we could have more of our staff attend.” – Regional Bank
“I find that your webinar training sessions are a GREAT way for me to keep current on important things SBA.” – Loan Service Provider
“Thanks for providing this training. It was very informative and helped me a lot. Our Bank highly encourages all our colleagues to take your training program. Highly appreciate your service in enlightening our knowledge.” – Community Bank
How the Webinar Works
We use Microsoft Teams as the platform.
We will open the sessions for attendees to join at 1:45 pm ET. This will give each attendee time before the webinar begins to troubleshoot any technical issues. Call (818) 790-4591 if you need assistance.
Recording
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 link will be included when we send the presentation and handouts, which is done prior to 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.
Coleman Report Webinar Benefits:
- Coleman Report webinars provide solutions to problems that left unaddressed will jeopardize the SBA loan guarantee.
- We give management the tools to create prudent credit boxes compliant with SBA’s standard operating procedures.
- We train your staff to ensure compliance of existing and new SBA rules and regulations.
- Tips that solve difficult SBA underwriting, servicing and liquidation challenges.
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 via Quickbooks Credit Card Link $395 or Quickbooks Credit Card Link $995
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