Coleman Report

December 11, 2025 by Bob ColemanFounder & Publisher Movers & Shakers: Daniel Wallace, Evans Attwell, & James Stolt Daniel Wallace Announced as New CEO of Appalachian Community Capital Appalachian Community Capital, a Christiansburg-based financial institution that supports small-business and community development across the Appalachian region, has named Daniel Wallace its next president and CEO. He…

December 10, 2025 Bob ColemanFounder & Publisher A Coleman Conversation: Burke Purcell In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Burke Purcell, CEO of LoanBud and SBA Marketplace, to discuss how fintech and thoughtful structuring are reshaping SBA business acquisition lending. Burke explains how LoanBud connects entrepreneurs to SBA capital…

December 9, 2025 by Bob ColemanFounder & Publisher SBA Hot Topic Tuesday: SBA and the $10 Million Loan Increase for Manufacturers The following remarks have been edited and formatted by Bob Coleman from Dianna Seaborn’s presentation at the 18th Annual Secondary Market Summit on December 4, 2025 in Washington D.C. The question I am hearing…

December 8, 2025 by Bob ColemanFounder & Publisher Congressman Roger Williams, chair of the House Small Business Committee, delivered the keynote at last week’s 18th Annual SBA Secondary Market Summit in Washington, D.C. He entertained the room with his folksy Texas drawl and reminded everyone that he’s proud to be in a position to help…

December 5, 2025 by Bob ColemanFounder & Publisher Kris Roglieri Pleads Guilty in Multi-Million Dollar Prime Capital Fraud; Faces Up to 10 Years Kris Roglieri, once a major figure in the loan broker industry, has pled guilty to one count of wire fraud tied to his company, Prime Capital. Roglieri spent years running popular broker…

December 4, 2025 by Bob ColemanFounder & Publisher Movers & Shakers: Karen McHugh, Val DeCola, & Daniel Godfrey Karen McHugh Announces Retirement from the SBA Lending Industry After Four Decades After more than 40 years of dedication to the SBA lending community, Karen McHugh has announced her retirement from the SBA lending industry. A respected…

December 3, 2025 Bob ColemanFounder & Publisher A Coleman Conversation: Mary Kropp In this week’s episode of A Coleman Conversation, Bob Coleman sits down with long-time SBA 504 expert and industry consultant Mary Kropp to discuss her remarkable journey across banking, CDC leadership, entrepreneurship, and national SBA advocacy. Mary reflects on her transition from Michigan…

December 2, 2025 Bob ColemanFounder & Publisher Underneath the Hood — What’s Happening with Newtek, The Nation’s #2 SBA 7(a) Lender Newtek’s story begins in the late 1990s, when Barry Sloane founded the company as a non-bank lender focused on serving America’s small businesses. Long before it held deposits or called itself a bank, Newtek…

November 28, 2025 Bob ColemanFounder & Publisher Blueacorn’s Stephanie Hockridge Sentenced to 10 Years in Federal Prison Stephanie Hockridge was sentenced to 120 months in federal prison for her role in the Blueacorn PPP loan fraud scheme. Blueacorn collected over a billion dollars in fees by coaching and preparing fraudulent PPP applications, and Hockridge personally…

November 26, 2025 Bob ColemanFounder & Publisher A Coleman Conversation: Carissa Sousa In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Carissa Sousa, AVP at Shoreham Bank in Warwick, Rhode Island, to discuss her rapid rise in government-guaranteed lending, the bank’s nationwide SBA strategy, and how thoughtful guideline tightening is attracting…