Coleman BDO Summit — 3/13-3/14

March 13-14, 2025 at the Grand Bohemian Hotel Orlando All past winners are invited to attend at no cost. If you are not a past winner and would like to attend, please email your 2024 numbers to anna@colemanreport.com to apply. Our sponsorship committee will review your email and send an invitation if approved. Tentative Agenda…

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Coleman Report, Phoenix Lender Services/Community Bank & Trust Announce SBA BDO Winners

January 27, 2025 Bob ColemanFounder & Publisher Coleman Report, Phoenix Lender Services/Community Bank & Trust Announce SBA BDO Winners Jared Johnson  Jared Johnson  Vice President, Senior Business Development Officer  First Internet Bank  Jason Ward of TruView Business Advisors says “Jared Johnson is a deserving nominee for the Coleman Publishing SBA BDO of the Year Award…

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Kelly Loeffler Senate Hearing as 28th SBA Administrator Set for January 29, 2025

January 24, 2025 Bob ColemanFounder & Publisher Kelly Loeffler Senate Hearing as 28th SBA Administrator Set for January 29, 2025 The upcoming hearing for the SBA Administrator by the Senate Small Business Committee is the earliest scheduled in the 21st century. Loeffler is poised to become the earliest installed SBA Administrator since President Kennedy’s nominee…

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Kelly Klein, Heath Deitrick, Antonio Gonzalez, Bryce Fennell Named Coleman’s 2025 Emerging SBA Lenders

January 23, 2025 Bob ColemanFounder & Publisher Kelly Klein, Heath Deitrick, Antonio Gonzalez, Bryce Fennell Named Coleman’s 2025 Emerging SBA Lenders Sponsored by iBusiness Funding Kelly Klein, CDC Small Business Finance Kelly Klein Internal Sales Manager CDC Small Business Finance San Diego, California “Kelly Klein has played a key role in streamlining processes and driving…

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President Trump’s DEI Executive Order and its Impact for SBA 

January 22, 2025 Bob ColemanFounder & Publisher President Trump’s DEI Executive Order and its Impact for SBA  SBA will place all employees of its DEIA (Diversity, Equity, Inclusion, Accessibility) office on paid administrative leave by close of business today, January 22, 2025. Staff will continue to receive full salary and benefits. However, they are “not…

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Coleman Report Weekly Newsletter

Coleman Report Weekly Newsletter — SBA Executive Industry Newsletter Delivered Weekly The Coleman Report weekly newsletter is an essential resource for executives in the SBA lending industry. The newsletter is designed to help you stay ahead of industry developments with clear, actionable insights and in-depth analysis. Whether you’re managing risk, refining your processes, or strategizing…

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Former SBA Administrator Urges SBA to Continue as a Stand Alone Agency

January 21, 2025 Bob ColemanFounder & Publisher Former SBA Administrator Urges SBA to Continue as a Stand Alone Agency When questioned by Inc. reporter Melissa Angell about the perennial call to fold the SBA into the Commerce Department, Isabel Guzman says: “SBA is highly efficient and agile as a result of its independence. I don’t…

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Coleman’s SBA Lender Compensation Survey Portal Open Until 2/10

Your SBA lending team is invited to participate in Coleman’s 32nd annual SBA department compensation survey. Read about the report here Survey results will be bundled and sold along with other essential data needed to support your compensation plan to all stakeholders. Although survey participants will remain anonymous, they may submit an email address to…

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The New Senate Small Business Chair — Joni Ernst

January 16, 2025 Bob ColemanFounder & Publisher The New Senate Small Business Chair — Joni Ernst “Helping my mom and dad around the family farm and watching my dad juggle the farm with his construction business taught me the value of hard work,” says Ernst. “In Iowa and across the country, small businesses are the…

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Community Bankshares Adds Hurn, Gilpin, Sexton, Dunn, Bland, Amador, Pierson, Craig as Phoenix Lender Services

January 15, 2025 Bob ColemanFounder & Publisher Community Bankshares Adds Hurn, Gilpin, Sexton, Dunn, Bland, Amador, Pierson, Craig as Phoenix Lender Services Chris Hurn, the new holding company President, says, “Small businesses are the backbone of the economy, yet accessing the capital they need remains a challenge, At Phoenix, we’re not just offering loans—we’re delivering…

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