Using Microsoft Copilot to Draft SBA 7(a) Credit Memos: Converting Financial Analysis Into Lender-Ready Credit Narratives — Thurs, June 4
Leveraging AI to Transform Tax Returns, Financial Statements, Cash Flow Analysis, and Credit Ratios Into SBA-Compliant Underwriter Credit Memos Coleman Professional Webinar TrainingDate: Thursday, June 4, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Every SBA lender has a process for writing credit memoranda. The challenge is not producing more analysis. The challenge is to organize…
Read MoreWebinar for Bank CEOs and HR: Are You Paying SBA Talent Competitively? — Tues, June 2
Exclusive 2026 compensation benchmarks for SBA underwriting, sales, operations, servicing, and management Coleman Professional Webinar TrainingDate: Tuesday, June 2, 2026 Time: 2:00 p.m. Eastern Includes Coleman’s 2026 Compensation Survey Includes e-certification & recording For more than 25 years, Coleman Report has tracked how SBA lenders structure compensation across underwriting, business development, operations, servicing, and management. The…
Read MoreHow Top SBA Loan Brokers Work with Lenders to Close More Deals — Thurs, May 28
What SBA lenders expect from brokers and how the best brokers consistently deliver bankable loan opportunities. Coleman Professional Webinar Training Date: Thursday, May 28, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Behind every successful SBA loan closing is a working relationship between the loan broker and the lender. But what separates productive partnerships from frustrating…
Read MoreFor the First Time, SBA Reveals Delinquencies, Guaranty Purchases, and Liquidations at the Individual 7(a) Loan Level — Tues, May 19
How to use SBA’s public database for portfolio performance and competitive intelligence across the SBA industry. Coleman Professional Webinar Training Date: Tuesday, May 19, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording For years, public SBA loan data primarily showed approvals and production volume. As of March 31, 2026, the SBA now publicly discloses loan status…
Read MoreMain Street Monday: Small Business Preserving Cash, Wary of Borrowing for Expansion, Profits Stable, Managing Gas Price Increases
May 11, 2026 Bob ColemanFounder & Publisher Main Street Monday: Small Business Preserving Cash, Wary of Borrowing for Expansion, Profits Stable, Managing Gas Price Increases Small business owners are paying more for nearly everything that moves. The April 2026 Bank of America Institute Small Business Checkpoint shows gasoline spending per small business client surged 23%…
Read MoreColeman Professional Webinar Training
May 13, Wednesday Construction Loan Closing Documentation: Meeting SOP Requirements with Perfection, Kyle Gustafson May 14, Thursday Preparing the SBA 7(a) Loan Credit Memo for Loans >$350k, Michael Bland May 19, Tuesday For the First Time, SBA Reveals Delinquencies, Guaranty Purchases, and Liquidations at the Individual 7(a) Loan Level, Bob Coleman May 20, Wednesday Form…
Read MoreColeman’s 2027 SBA Lender Professional Awards; Miami, FL — Thurs, March 18, 2027
The Coleman SBA Awards are returning to recognize the people and organizations making the biggest impact in SBA lending and small business finance. Nominations will formally open in November 2026. Winners and guests will be invited to attend the awards ceremony and celebrate alongside leading professionals from across the SBA lending community. Sponsorship opportunities are…
Read MoreUsing AI Copilot to Analyze Two Months of Borrower Bank Statements — Wed, May 27
How SBA underwriters use Copilot to identify recurring debt obligations, MCA activity, and cash flow risk Coleman Professional Webinar TrainingDate: Wednesday, May 27Time: 2:00 p.m. EasternRecording and e-certification provided SBA has instructed lenders that, as of March 1, underwriters must now verify repayment ability using actual bank activity. That means underwriters are reviewing two months…
Read MoreSBA Business Acquisition Lending in 2026 — Thurs, May 21
Practical Underwriting Lessons on the Issues, Red Flags, and Structuring Decisions Credit Teams Must Evaluate Before Approving SBA Biz Aq Loan A Coleman Training WebinarDate: Thursday, May 21, 2026 Time: 2:00 p.m. EasternIncludes e-certification & recording Business acquisition lending remains one of the most active and closely reviewed segments of the SBA 7(a) program. In…
Read MoreFraud Friday — President of Equipment Finance Company Arrested for $10 Million Ponzi Loan Scheme
May 8, 2026 Bob ColemanFounder & Publisher Fraud Friday: President of Equipment Finance Company Arrested for $10 Million Ponzi Loan Scheme Richard Teplitsky was arrested on May 6 on federal loan fraud charges tied to Woodhill Capital Corporation in Williamsville, New York. According to the FBI, Teplitsky operated what investigators describe as a decades-long equipment…
Read More