Leverage ChatGPT & Microsoft Co-Pilot to Craft SBA 7(a) Credit Memos — Workshop in Ontario, CA on 9/25

A Coleman Workshop Live in Ontario, CaliforniaDate: Thursday, September 25, 2025Includes e-certification & recording . This is not a webinar. This is a true Coleman Workshop—an interactive, hands-on training event where your team will engage directly with Bob Coleman to master AI tools that revolutionize SBA 7(a) credit memo preparation. Event Details Workshop Highlights Pre-Workshop Networking…

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Georgia Businessman Brandt Frost IV Accused of Operating $140 Million Ponzi Scheme

August 1, 2025 Bob ColemanFounder & Publisher Georgia Businessman Brandt Frost IV Accused of Operating $140 Million Ponzi Scheme Brandt Frost IV, a Georgia-based businessman, has been charged by the Securities and Exchange Commission (SEC) for allegedly operating a $140 million Ponzi scheme through his company, First Liberty Building & Loan. According to the SEC’s…

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Movers & Shakers: Andrew Bond, Travis Dribble, & Kim Eells

July 31, 2025 Bob ColemanFounder & Publisher Movers & Shakers: Andrew Bond, Travis Dribble, & Kim Eells Countybank’s Andrew Bond Elected Assistant Vice President “Andrew is a key member of the commercial banking team in the Upstate, and this promotion is well deserved,” says David Tompkins, Senior Vice President and Commercial Banking Manager. “Andrew works…

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A Coleman Conversation: Ray Drew

July 30, 2025 In this week’s episode of A Coleman Conversation, Bob Coleman speaks with Ray Drew, Managing Director of SBA Lending at Truliant Federal Credit Union and host of The Art of SBA Lending podcast. Ray is currently running for a seat on the NAGGL board of directors, bringing a fresh, next-generation perspective to…

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Leverage ChatGPT to Analyze SBA Collateral and Write Professional Credit Memo Narratives — Webinar 9/4

A Coleman Webinar Date: Thursday, September 4 Time: 2:00 p.m. Eastern Includes e-certification & recording The Problem with SBA Collateral Analysis SBA 7(a) collateral analysis and narrative preparation remain time-consuming, error-prone, and inconsistent across underwriting teams. With the new SBA SOP 50 10 8, lenders face expanded requirements for collateral valuation, lien documentation, and narrative…

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SBA $10 Million Loan Cap Passes Committee, Moves to Full Senate Vote

July 28, 2025 Bob ColemanFounder & Publisher Main Street Monday: SBA $10 Million Loan Cap Passes Committee, Moves to Full Senate Vote The Senate Small Business & Entrepreneurship Committee has given bipartisan approval to a bill that known as the Made in America Manufacturing Finance Act (S. 1555) — the legislation proposes raising the loan…

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