SBA Insurance Compliance Under SOP 5010 8: The Top 15 Requirements for Underwriters and Closers — 8/13
A Coleman Webinar Date: Wednesday, August 13, 2025 Time: 2:00 p.m. Eastern Includes e-certification & recording Ensure Your Underwriters and Closers Get It Right – From Credit Memo to ClosingStep-by-Step Training on the 15 Required Insurance Coverages in the New SOPCancellation Strategies — Documenting Force Place or Waiver The updated SBA SOP 5010 8 introduces…
Read MoreKris Roglieri’s Asset Liquidation Yields Minimal Recovery
July 25, 2025 Bob ColemanFounder & Publisher Fraud Friday: Kris Roglieri’s Asset Liquidation Yields Minimal Recovery Kris Roglieri remains in jail following his May 2024 arrest on fraud charges and allegations of threatening FBI agents. His bond was revoked, and after moving through several attorneys, he’s now represented by public defenders. The court has set…
Read MoreKerri Agee & Banc-Serv Reporting
Fraud Friday — KERRI AGEE Sentenced to 5 years 8 months in Federal Prison (December 2021) FLASH: KERRI AGEE Facing 8 Years In Prison — Sentencing Next Thursday (December 2021) C-Suite Wednesday – First Three Witnesses at Stand During Kerri Agee Trial (July 2021) Fraud Friday- “They Got Us” Banc-Serv’s Kerri Agee’s Trial Starts July…
Read MoreMovers & Shakers: Rogers, DeMascole, Suarez, & Gregoire Start New Positions
July 24, 2025 Bob ColemanFounder & Publisher Movers & Shakers: Rogers, DeMascole, Suarez, & Gregoire Start New Positions Dan Rogers Starts as VP SBA Business Development Officer at First Port City Bank Dan Rogers has started as Vice President and SBA Business Development Officer at First Port City Bank, where he specializes in providing SBA…
Read MoreA Coleman Conversation: Sean Murray of deBanked
July 23, 2025 In this week’s episode of A Coleman Conversation, Bob Coleman speaks with Sean Murray, editor and publisher of deBanked. Sean shares his extensive knowledge of the small business finance world, offering insights from his two decades in the industry, from his beginnings as a merchant cash advance lender to building deBanked into…
Read MoreClarification of SBA 7(a) Rules: Change of Ownership and Debt Refinance
July 22, 2025 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday — Clarification of SBA 7(a) Rules: Change of Ownership and Debt Refinance Last week’s Quarterly SBA 7(a) Connect call shed light on several critical updates and clarifications regarding SBA’s refinance rules and processes, particularly around changes of ownership and debt refinance. 1. Changes of…
Read MoreSBA Secondary Market Summit — December 4, 2025
Coleman’s SBA Secondary Market Summit is back for 2025! For our 18th year, we’re excited to partner with the National Rural Lenders Roundtable (NRLR) to bring you two premier events under one roof in Washington, DC. Your ticket to the Secondary Market Summit includes complimentary access to NRLR on December 3. We’ll follow up after…
Read MoreMain Street Monday: How a CDFI is Using Philanthropic Capital from Wells Fargo to Help Small Businesses Break Into Government Contracting
July 21, 2025 Bob ColemanFounder & Publisher Main Street Monday: How a CDFI is Using Philanthropic Capital from Wells Fargo to Help Small Businesses Break Into Government Contracting For small businesses looking to grow by entering the government contracting space, accessing affordable working capital can be the difference between success and stagnation. Recognizing this gap,…
Read MoreFormer Wells Fargo Banker Allegedly Used Stolen IDs of Disabled Persons in $2.7M COVID Fraud Scheme
July 18, 2025 Bob ColemanFounder & Publisher Former Wells Fargo Banker Allegedly Used Stolen IDs of Disabled Persons in $2.7M COVID Fraud Scheme A former Wells Fargo banker from Burbank, California, and his brother have been indicted for allegedly ripping off more than $2.7 million in COVID relief loans, including PPP and EIDL, by submitting…
Read MoreMovers & Shakers: SBA Welcomes Bill Briggs & Dan Pische
July 17, 2025 Bob ColemanFounder & Publisher Movers & Shakers: SBA Welcomes Bill Briggs & Dan Pische Bill Briggs Confirmed by Senate as SBA Deputy Administrator William J. “Bill” Briggs was confirmed as the new SBA Deputy Administrator on July 9 in a partisan Senate vote of 49-45. Briggs brings over two decades of experience…
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