Former Prime Capital EVP Kimberly Humphrey Pleads Guilty in Case Linked to Kris Roglieri
June 13, 2025 Bob ColemanFounder & Publisher Former Prime Capital EVP Kimberly Humphrey Pleads Guilty in Case Linked to Kris Roglieri Kimberly Humphrey, former Executive Vice President of Prime Capital Ventures and the alleged girlfriend of founder Kris Roglieri, has pleaded guilty to wire fraud and health care fraud in U.S. District Court in Albany,…
Read MoreMovers & Shakers — Megan Kistler, Scott Clark, & Tri Counties Bank
June 12, 2025 Bob ColemanFounder & Publisher Movers & Shakers — Megan Kistler, Scott Clark, & Tri Counties Bank FNB Community Bank Promotes Megan Kistler To Commercial Loan Officer, Assistant VP “After nearly 10 years in credit analysis, I’ve come to really appreciate the people behind the numbers,” says Megan. “I’m excited for this new chapter in…
Read MoreAI 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 22Each session is recorded for you to view at your convenience. Overview: Discover the power of AI in this beginner-friendly workshop tailored for…
Read MoreUnderwriting Excellence: SBA 7(a) Working Capital and Collateral Documentation — 7/2
A Coleman WebinarDate: Wednesday, July 2, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording ….. With the implementation of SOP 5010 8 on June 1, lending practices for SBA 7(a) loans have undergone significant changes, particularly in documenting working capital proceeds and collateral requirements. Notably, the elimination of “score and go” practices has occurred, where lenders…
Read MoreHouse Passes SBA Loan Agent Oversight Act
June 10, 2025 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday — House Passes SBA Loan Agent Oversight Act Last Wednesday, the House overwhelmingly passed legislation on a bipartisan 405-3 vote to enhance transparency of SBA loan agents, addressing concerns about SBA loan fraud. The bill mandates that the SBA submit an annual report to…
Read MoreSBA 7(a) Manufacturing Lending Up 74%
June 9, 2025 Bob ColemanFounder & Publisher Main Street Monday — SBA 7(a) Manufacturing Lending Up 74% Rep. Nick LaLota’s exchange with SBA Administrator Kelly Loeffler in last week’s committee hearing follows: Representative La Lota: “When you were on Long Island, do you remember the technology company, Orbic, that we met?” Administrator Loeffler: “I do,…
Read MoreHard Money Lending Gone Wrong in the Bitwise Collapse
June 6, 2025 Bob ColemanFounder & Publisher Fraud Friday: Hard Money Lending Gone Wrong in the Bitwise Collapse This week on Fraud Friday, we’re diving into the case of Andrew Adler, a hard money lender whose actions contributed to the financial downfall of Fresno-based startup Bitwise Industries. Adler was recently sentenced to three years and…
Read MoreNavigate the New SBA Business Acquisition Rules with Confidence — 6/18
Are you Maximizing Lending in this Profitable Niche? A Coleman Webinar Date: Wednesday, June 18 @ 2PM ETa 75-minute live webinar that lets staff earn e-certification Change is here. Starting June 1, the new SBA SOP 5010 8 guidelines will transform the business acquisition lending landscape. With billions in SBA loan funds tied to these…
Read MoreA Coleman Conversation
“A Coleman Conversation” is our exclusive interview series featuring candid, insightful conversations with top voices in SBA lending, small business finance, and economic policy. Hosted by Bob Coleman, each episode dives into the personal stories, professional journeys, and expert insights of C-suite executives, government leaders, and influential lenders shaping the small business lending world. Recent…
Read MoreMovers & Shakers – Mathewson, Von Woglom, Arana
June 5, 2025 Bob ColemanFounder & Publisher Movers & Shakers – Mathewson, Von Woglom, Arana Ben Mathewson Joins Stone Bank as Vice President/USDA Government Guaranteed Loan Officer Ben Mathewson has joined Stone Bank as a Vice President and USDA Government Guaranteed Loan Officer. He was formerly Market President, Production for North Avenue Capital in Boerne,…
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