Coleman Webcast: Protecting Your Book of Business

When: Tuesday, July 29, 2014
Protecting Your Book of Business

How to Move the Loan Turndown Decision from your “No” to somebody elses “Yes”, Receive a Fee and Keep the Relationship
2:00 p.m. to 3:00 p.m. Eastern
1:00 p.m. to 2:00 p.m. Central
12:00 p.m. to 1:00 p.m. Mountain
11:00 a.m. to 12:00 p.m. Pacific
Complimentary Coleman Report Live! News Show with Bob Coleman from 1:50 p.m. to 2:00 p.m. Eastern
Click Here For Your Complimentary Registration

lendiologoDelivering capital to Main Street businesses in a cost-effective manner poses a unique challenge for the banking industry. Especially when industry statistics state only one in ten of your customers will fit your credit box.

Rejecting your customer loan requests is inefficient and costly. In a survey of over 50,000 businesses Lendio found that 74% would switch banks to get a loan. Those banks lose deposits, merchant services and other future financial services.

However, this webcast provides a solution.

Learn how to quickly and easily turn your customer’s loan rejection into a yes with an alternative lender. This win-win solution solves your customer’s needs, covers your cost with a referral fee, and most importantly allows you to retain the relationship.

In 60 minutes, we will discuss how cloud computing solutions with Lendio Pipeline are creating efficient and profitable ways for you to deliver loans outside your credit box to your small business customers.

We’ll examine a case study showing how Utah based-community bank Town and Country partnered with Lendio to build long-term profitable relationships with their small business customers and how they attract new customers.

And being able to retain the banker’s most powerful advantage: your personal relationship with owners and partners of your local small businesses.

Town and Country Bank president Bruce Jensen will discuss how the leadership team in his bank created a customer centric strategy that helped them achieve an 80% close ratio, significantly higher than the industry benchmark of 10%.

Join us as Lendio VP of Product Solutions Burke Alder discusses new approaches to help improve business relationships delivered by Lendio Pipeline.

Our Sponsor

Coleman Sponsored webcasts provide a forum for you to receive free information from companies who would like to do business with you.

Last year Lendio, the sponsor of this webcast, serviced 350,000 small business owners and exceeded $1 billion in loan funding matches.

Lendio is the number one small business lending platform according to It is an online service that helps businesses find the right business loan within minutes. Lendio makes business loans simple by matching qualified small business owners with active banks, credit unions, and other lending sources.

Attend this 60 minute free webcast and see how Lendio can help you execute your small business loan growth strategy.

Who should attend:
Bank C-Level Managers
Chief Credit Officers
Commercial Loan Department Managers
SBA Loan Department Mangers
Bank Chief Financial Officers

This webinar is rated “INTERMEDIATE” for all attendees.

Coleman’s Webinar level of instruction guide:
ELEMENTARY — The webinar assumes the audience has no experience in the topic.
BASIC — The webinar is for small business lenders who have some experience in the topic. The webinar is designed as the Topical 101 course. This is the appropriate level of instruction for managers who oversee the function.
INTERMEDIATE — The webinar solves an unique problem for the small business lending professional. A strong working knowledge of the subject matter is recommended.
EXPERT — The webinar discusses detailed, technical and advanced topics for the well-seasoned professional. A strong working knowledge of the subject matter is a must.

Certificates of Participation

All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for your regulators. Also, this documents the answer for SBA’s Review question of continuing staff education.

We will automatically forward a certificate of participation for those who are registered to attend the webinar via GoToWebinar.

If you have purchased the unlimited site license and would like certificates for all who attend simply forward their names and email addresses to She will email the certificates to all attendees.


Questions are encouraged. There are two ways to ask a question. The first is to ask the question via the chat box on the GoToWebinar dashboard. The second way is to send an email to

Also, feel free to ask pre-webinar questions.

Join Coleman’s Expert SBA Instructors:

Bruce T. Jensen
President & CEO, Town & Country Bank
Bruce Jensen is president, CEO and director of Town & Country Bank in St. George, Utah. He began his professional career in 1975 with Continental Illinois National Bank of Chicago. He moved to Wells Fargo Bank in 1987, and in 1991 he rejoined Continental Illinois where he directed institutional investment sales. In 1994, after Bank of America acquired Continental, Jensen was assigned to coordinate and streamline the delivery of all bank wide institutional and retail investment services. In 1998, Jenson joined Zions Bank as a senior vice president. He returned to Wells Fargo in 2000 as a managing director of its Wells Capital Management subsidiary where he remained until accepting the position as chairman of the organizing committee for Town & Country Bank.

Brock Blake
Brock is the CEO of Lendio, and his passion is to make small business lending simple for the 30 million Main Street businesses across the USA. Lendio helps over 100,000 small businesses each year get matched to a lender to start or grow their business. As an entrepreneur, Brock has raised over $10M during his career. Brock believes that successful companies start with passion to solve a major problem, great teams, and a superior company culture. While business accomplishments can be a nice ego boost, his most important accomplishments come from being a husband and father of 4.

BurkeAlderBurke Alder
VP of Product Solustions
Burke is passionate about helping small business owners and entrepreneurs achieve their American Dream. He works closely with financial institutions and business owners to make small business loans simple. Alder also spends his time mentoring main street business owners on leadership principles, marketing best practices, and financing strategies. When Alder isn’t championing the cause of the American Entrepreneur, you will find him on mountains and lakes. He has also worked closely with companies like Nike, Google, Apple, ESPN, and GE to name a few.


Moderated by:
Bob Coleman
Coleman Report

Bob Coleman is the Author of “Money Money Everywhere and Not a Drop for Main Street.”

Bob is the Editor of the Coleman Report, a trade newsletter and website for small business bankers. He is the nationally recognized expert on small business lending. He has been a regular contributor for Fox Business News and is sourced frequently by all major financial media news outlets including the Wall Street Journal and Bloomberg.

He is a prolific keynote speaker at numerous small business lending events across the United States every year – including recent international speaking engagements in the U.K. and Germany.

Coleman has a B.A. in Medieval History from the University of California Santa Barbara and a M.B.A. in Real Estate Finance from the University of Southern California.

About Coleman Webinars

Coleman is the largest producer of small business banking webcasts in the country, all taught by the best experts in our industry.

Not only are our instructors chosen with care, they are excellent teachers of their craft.

Coleman’s Webcasts provide 75 minutes of highly specialized information, access to industry experts, live Q&A, and step-by-step “how-to’s” on a variety of topics relevant to today’s small business banker.

Why a Webcast?

No airfare, no hotels. Just cram as many people as you wish into your conference room and turn on the computer. You have several options to view the program. You may watch on screen, or listen in on your phone.

You can choose to have any many connections nationwide.

A great benefit of the program is that you have the ability to ask questions directly of the panelists. Or, you may simply email Coleman during the program and he will air your question.

All of our webcasts are recorded. You have the option to receive a DVD recording of the event to share with anyone you wish.

A transcript of the program is also provided.

How it Works

We use GoToWebinar as our platform. You will receive a link that will direct you to an Internet site to view the presentation. If you would like to test this process to make sure you will be able to access the link through your system’s firewall, just send an email to, and he will schedule a test run.

Accessing GoToWebinar

There are two ways to access the webcast. The first is to simply click on the link we will provide when you register.

If you have a firewall issue, or you can’t get the GoToWebinar link to work, don’t panic!

The second way to access the webcast is directly from the GoToWebinar website. You will simply need to input the webinar ID and access code. These will also be provided when you register, and again the day before the webinar when we distribute the handouts.

Note we will open the webinar for attendees to join at 12:00pm ET. This will give each attendee two full hours before the webinar begins to troubleshoot any technical issues. Call (818) 790-4591 if you need assistance.

New! All Coleman Webcast Speakers are seen Live via Video Stream

You will see our speakers live through a video feed. You may customize the size of the speaker and power point presentations by clicking on the webcam button on the GoToWebinar dashboard. You may position the speakers at the top, bottom, right or left hand sides. You may also choose to eliminate the video stream and just view the power point.

Telephone Only Option

You may also choose to listen to the program on your telephone. The phone number will be provided with the handouts.

PDF Handouts

You will receive the pdf handout via email the day before the event. These may be distributed to all of your attendees.

Replay Link

If something comes up and you miss any part of the webcast, or there are technical issues such as a power failure, Internet dropout, fire alarm drills, actual fires or, earthquake (yes that has happened!) simply email and he will send you a link you may watch all or part of the webcast at your leisure. There is no charge for this service.

Complimentary Coleman Report Live! News Show with Bob Coleman from 1:50 p.m. to 2:00 p.m. Eastern

Log and dial in ten minutes before each Coleman webcast to hear the “Complimentary Coleman Report Live! News Show” with Bob Coleman.

We do this for two reasons. First, the pre-show confirms you are successfully connected to the webcast. Second, we provide you a synopsis of the current news to help you place what is happening to the small business lending industry in context. Join us for this free feature!

The Fine Print

1) The single user registration is free You may distribute the materials to anybody in your company.
2) You may invite as many people from your institution from as many locations as you wish. (You also get the reply link and transcript!) We will forward you a link that allows you to sign up as many people as you wish.
3) Substitutions are allowed.

Easy Ways to Sign up!

1) Previous customers need only to send an email to with “Register” and the date of the webcast in the Subject Line. We will do all the paperwork.
2) Call Customer Service at 818-790-4591 extension 1
3) Click Here For Your Complimentary Registration

Bob Coleman
Editor, Coleman Report
607 Foothill Blvd # 546
La Cañada, CA 91012
(818) 790-4591
(c) 2014 All Rights Reserved