Coleman Report

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 His bond was revoked, and after moving through several attorneys, he’s now represented by public defenders.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…

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…

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…

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…

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…

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,…

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…

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…

July 16, 2025 In this week’s episode of A Coleman Conversation, Bob Coleman speaks with Jacky Dilfer, Executive Director of Business Finance Capital, one of the top CDC lenders in the country. Jacky shares her deep experience in SBA 504 lending, her leadership journey, and her insights on the resilience of small business owners—especially those…

July 15, 2025 Bob ColemanFounder & Publisher SBA is hosting their 7(a) Connect Quarterly Update Call today at 3:00 PM Eastern, which will be livestreamed on our YouTube channel: youtube.com/@ColemanReport Today’s Agenda Highlights: These calls give lenders and stakeholders a direct line to SBA leadership for updates on program operations, policy changes, and new initiatives.…