How Just Enacted CARES Act and Oversight
Reform Legislation Affects Your Portfolio Ranking

What you Need to Know about:
Types of Audits and Reviews
Hold Harmless Protections for Lenders
Lender Accountable “Good Faith” Actions
PPP Loans are to be Serviced as SBA 7(a) Loans
Lender Responsibilities for PPP Loan Approvals
Lender Servicing and Liquidation Responsibilities
SBA’s Ability to Strip Lending Authority
Implementation of SBA Monetary Fines Authority


A Coleman Webinar
Date: Tuesday, January 19, 2021
Time: 2:00 p.m. Eastern
Download a Registration Form
75-minute webinar that lets staff earn e-certification

JUST PASSED by CONGRESS!
PPP Additional Guidance Now Available for SBA Lender Reviews

How to Sail Through Your 2021 SBA Review: What Your Team Can Do Now to Rate Well on All 14 PARRiS Score Criteria

Don’t jeopardize your preferred status as a PLP lender or risk penalties: The best time to assess your SBA loan portfolio—and ensure a favorable PARRiS score—is now, well before your 2021 review. This webinar helps you prepare thoroughly, enabling you to correct any deficiencies before the SBA auditors walk through the door.

You’ll learn about all 14 criteria auditors use to judge your loan portfolio, as well as recent changes SBA has implemented that deserve your immediate attention. We’ll also alert you to loan red flags for SBA auditors—such as non-performing assets and variance between your books and SBA records—and how to deal proactively with factors or conditions that may draw scrutiny.

Help Your Staff Master PARRiS Reviews, So Your SBA Portfolio Earns Highest Marks

Don’t take anything for granted when it comes to SBA reviews. Too many deficits can cause Herndon to assess penalties or disqualify you for SBA lending. We’ll help you address each of these 14 criteria—and lay out the critical scoring thresholds that can put you in trouble—before you’re judged on them.

Finally, you’ll find out how to monitor and manage your PARRiS scores using the SBA’s lending dashboard.

In short, this Coleman webinar will make your team experts on PARRiS scores and SBA annual reviews—so they keep your portfolio safe and in good standing.

Best of all, this training is only $489 (multiple locations from the same organization is a flat fee of $589).


Your Professional Coleman SBA Webinar Instructor:

Lance Sexton has a long history of working with small businesses and educating small business owners and students related to Entrepreneurship and SBA Loan Origination, Servicing, and Liquidation.

Lance has 30 years of experience in the origination, servicing, and liquidation of SBA Loans, ten years of experience directly managing portfolios of SBA loans that are both performing and non-performing, and six years of experience as a small business owner. He has served as Vice President, Senior Vice President, and Executive Officer of three community banks building and managing SBA portfolios at each bank. Lance also was a faculty member of the Sam M Walton College of Business at the University of Arkansas teaching entrepreneurship courses. He is an Executive Vice President of BankOZK.


The specific Audit benefits you will learn:
  • Budgeting for the cost of your SBA 7(a) Lender Oversight invoice
  • The timing and frequency of your Lender Oversight Review
  • The Logistics of Independent Loan Reviews — What happens?
  • New L/LMS Lender Portal & Lender Profile Assessments
  • OCRM Information and Data Requests for Reviews (What is SBA looking at these days)
  • Analytical Reviews
  • Targeted Reviews
  • Full Reviews
  • Delegated Authority Reviews
  • Corrective Action Reviews
  • Secondary Market Reviews
  • The Proposed Scope of Lender Corrective Actions
  • Administration of Lender Fines
  • Overall SBA 7(a) Lender Oversight

Specific SBA benchmarks include:

Performance
5-Year Cumulative Net Yield
12-Month Default Rate
5-Year Default Rate

Asset Management
Stressed Rate
Early Problem Loan Rate
High-Risk Origination Rate

Regulatory Compliance
1502 Reporting Rate
Loans in Active Default Status over 3 Years Rate
24-Month Repair/Denial Rate

Risk Management
FDIC total Risk-Based Rate
Non-Performing Asset Ratio
Lender Purchase Rating

Special Items
Average SBPS
Recovery Rate


Webinar Details

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.

Participant Questions
Questions are strongly encouraged. There are two ways to ask a question during the webinar. The first is to ask the question via the chat box on the GoToWebinar dashboard. The second way is to send an email to joseph@colemanreport.com. Also, feel free to ask pre and post-webinar questions.

How the Webinar Works
We use GoToWebinar for the webinar platform. You will receive a link that will direct you to an Internet site to view the presentation. If you would like to test this process to make sure you will be able to access the link through your system’s firewall, just send an email to joseph@colemanreport.com, and he will schedule a test run.
Note we will open the webinar for attendees to join at 10:300pm ET. This will give each attendee thirty minutes before the webinar begins to troubleshoot any technical issues. Call (818) 790-4591 if you need assistance.

All Coleman Webinar Speakers are seen Live via Video Stream
You will see our speakers live through a video feed. You may customize the size of the speaker and powerpoint presentations by clicking on the webcam button on the GoToWebinar dashboard. You may position the speakers at the top, bottom, right or left hand sides. You may also choose to eliminate the video stream and just view the powerpoint.

Telephone Only Option
You may also choose to listen to the program on your telephone. The phone number will be provided with the handouts.

PDF Handouts
You will receive the pdf handout via email the day before the event. These may be distributed to all of your attendees.

Replay Link
If something comes up and you miss any part of the webinar, or there are technical issues such as a power failure, Internet dropout, fire alarm drills, actual fires or, earthquake (yes that has happened!) simply email joseph@colemanreport.com and he will send you a link you may watch all or part of the webinar at your leisure. There is no charge for this service.

The Fine Print
1) The single user registration fee of $489 is based on location not attendance. You may have as many people in one location attend. You may distribute the materials to anybody in your company.
2) For only $100 more ($589), you may invite as many people from your institution from as many locations as you wish. (You also get the reply link and transcript!) We will forward you a link that allows you to sign up as many people as you wish.
3) Substitutions are allowed at no charge.
4) Cancellations receive a 100% credit for any Coleman product.
5) As with all our products, we offer a 100% money back satisfaction guarantee — no questions asked.

Five Easy Ways to Order!

1) Previous customers need only to send an email to joseph@colemanreport.com with “Register SOP 50 53 2 Webinar” in the Subject Line. We will do all the paperwork and charge your credit card on file, or send you a PayPal request.
2) Call Joseph Coleman at Customer Service at 818-790-4591 extension 1
3) Fax the order form to: 818-790-7859
4) Mail the order form to: Coleman Publishing, 28081 Marguerite Pkwy, #4525, Mission Viejo, CA 92690
5) Click “Add to Cart” to pay using PayPal


Are You Ready for Your 2021 SBA Loan Audit?



Bob Coleman
Editor, Coleman Report
28081 Marguerite Pkwy #4525
Mission Viejo, CA 92690
(818) 790-4591
(c) 2020 All Rights Reserved