Coleman Onsite SBA Loan Credit Policy Workshop

Construct Your Unique, Compliant SBA Loan Credit Policy Now!
One-Day Event in February 2025
For SBA 7(a) and 504 Lenders and CDCs

Join Coleman’s Award-Winning SBA National Training Team in February 2025!

Are you ready to strengthen your SBA loan credit policy and meet critical compliance standards? Our SBA Loan Credit Policy Workshop is coming up in February, offering hands-on training to help you create a credit policy tailored to your institution’s needs.

Why This Workshop Matters:
Developing a distinct SBA loan credit policy isn’t optional—it’s a critical requirement under SBA regulations. During portfolio reviews, your policy will be under scrutiny to ensure it aligns with SBA standards, regulatory requirements, and stakeholder expectations. This isn’t just a template exercise—it’s an essential foundation for your SBA lending program.

This intensive workshop will guide you through:
• Researching and drafting a credit policy specific to your institution.
• Gaining stakeholder approval.
• Implementing and maintaining compliance with SBA and regulatory requirements.

Don’t Miss Out:
Reserve your spot today to gain the tools and knowledge needed to create a policy that ensures compliance, supports your institution’s goals, and stands up to regulatory scrutiny.

Seats are limited—register now for $1295!

Session #1 — SWOT Analysis, Data Collection, Report Format

• SWOT Analysis (Strengths, Weaknesses, Opportunities, Traps)
• Determine what should be included in the Policy
• Understand 2025 Changes to SBA Lending Products
• Your SBA Loan Credit Policy Format
• Identify Data Collection Sources
• Discussion of Internal and External Stakeholders Participants
• Timeline Schedule for Creation, Approval and implementation

Session #2 — Draft the Outline

Develop additional questions to answer in the Loan Policy.

Examples may include:

• Protecting the SBA loan guaranty
• Where and why we are SBA lending experts
• Industry concentration levels
• Underwriting standards for SBA lending product niches
• Trade Area Definition
• Staffing Levels
• Staff Training
• Staff Recruitment, Development and Retention
• Risk Management
• SBA and your Regulator
• Special concerns of SBLCs
• Special concerns of CDCs

Session #3 — Complete the Report

• Final round of questions
• Review various examples of how the final report should look
• Implementing the Updated Policy
• Monitoring and Enforcing Policy Adherence
• Establishing a Review and Update Schedule
• Maintaining an Effective Loan Policy

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Your Training Staff –
The workshop is taught by Coleman Faculty; award-winning, SBA lending experts:

Brent Ciurlino
Currently, as the Chief Operating & Risk Officer at VelocitySBA (one of the largest Small Business Lending Companies) Brent Ciurlino leads SBA lending operations, compliance, and risk management efforts. Brent is an expert in risk management and regulatory practices within the financial sector, with a career spanning roles in both private and public sectors. Having served as the Director of the Office of Credit Risk Management for the SBA, Brent played a pivotal role in implementing innovative risk protocols and overseeing multi-billion dollar loan debenture and portfolio programs.

Bob Coleman
Bob Coleman is the founder of Coleman Publishing, a publisher of newsletters, reports, data, conferences, webinars, online training videos — to help finance professionals become small business lending experts. Bob is the nationally recognized expert on small business financing. He has appeared frequently on Fox Business News, NPR and other numerous media outlets. He is sourced by all print media. He is a frequent speaker about small business lending throughout the US and EU. Bob has a BA in Medieval History from the University of California Santa Barbara and a MBA in Real Estate Finance from the University of Southern California.

3 Easy Ways to Order
1) ONLINE — Register and pay online via Stripe
2) EMAIL –Send an email to cindy@colemanreport.com with “Workshop Registration” in the Subject Line. We will do all the paperwork and either send you a sales receipt or an invoice.
3) PHONE — Call us at 818-790-4591.

Bob Coleman
Publisher, Coleman Report
bob@colemanreport.com