Coleman’s 2020 SBA Secondary Market Summit Webinar – December 17 & 18
Session 1 Date: Thursday, December 17, 2020
Time: 2:00pm ET – 3:30pm ET
The only industry event where you can get accurate market intelligence targeted to finance professionals who sell, trade, buy or regulate SBA secondary market paper.
Now in its 13th year, the Coleman and Government Loan Solutions’ SBA Secondary Market Summit is the only event you can learn from the four participants in the market — Wall Street Investors, Secondary Market Brokers, Main Street Bankers and the U.S. Small Business Administration.
Learn the facts from those that know to capitalize on 2021 income opportunities to meet the ROI demands of your clients and stakeholders.
Session 1 Date: Thursday, December 17, 2020
Time: 2:00pm ET – 3:30pm ET
Day 1
2021 SBA 7(a) Secondary Market Update
2:00 – 2:30
Bob Judge, Editor, CPR Report
SBA 7(a) Secondary Market Analysis
2:30 – 2:50
Chris Hurn, CEO and Founder, Fountainhead Commercial Capital
The Impact of the Biden Administration on SBA Secondary Market
2:50 – 3:10
Jon Winick, CEO, Clark Street Capital
PPP Update, Congressional Update
3:10 – 3:30
Caity Roach, Contributing Editor, Coleman Report
- SBA 7(a) Secondary Market Demand
- Industry Outlook for 2021
- Projected Premiums
- Pool Issuance
- Par Pools
- SBA 7(a) Secondary Market Levels
- SBI Rich/Cheap Analysis
- MRF Balance Projections
Session 2 Date: Friday, December 18, 2020
Time: 2:00pm ET – 3:30pm ET
Day 2
Hall of Fame Induction
2:00 – 2:10
SBA 504 Secondary Market Analysis
210-230
Alex Cohen, President, Liberty SBF
USDA Secondary Market Analysis
2:30 – 2:50
Jordan Blanchard, Head Of Energy & Infrastructure Lending, Live Oak Bank
Impact of PPP Defaults on the Secondary Market
2:50 – 3:15
Lance Sexton, EVP, Bank OZK
Q&A Wrap-up
3:15-3:30
- SBA 7(a) Secondary Market Supply
- Regulations
- Secondary Market and Stimulus Loans
- Deferrals for PPP
- Forgiveness
- SBA/Congressional 2021 Update
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Bob Judge, Partner, Government Loan Solutions; Editor, CPR Report
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Lance Sexton, Coleman Faculty Instructor
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Bob Coleman, Publisher, Coleman Report
Bob Judge, Partner, Government Loan Solutions: Editor, CPR Report
Bob is a recognized expert in the valuation of SBA-related assets as well as the SBA secondary market and is the editor of the CPR Report®, a widely-read monthly publication that tracts SBA loan default, prepayment and secondary market activity. In the print media, Bob is a periodic contributor to the National Association of Government Guaranteed Lenders (NAGGL) newsletter, In Focus®, Coleman Publishing’s The Coleman Report® and has been quoted in the Wall Street Journal, the American Banker as well as other financial publications. Bob has also been a guest speaker and lecturer at various government lending industry events on the topics of asset valuation and the secondary market.
Lance Sexton, Coleman Faculty Instructor
Former SBA Deputy Director, Little Rock Commercial Loan Servicing Center
Lance served as Deputy Director of the SBA Little Rock Commercial Loan Servicing Center managing the Servicing of SBA Loans, the liquidation of SBA Express Loans, and the Liquidation of SBA 504 loans in a 24 state area.
Bob Coleman is the Author of “Money Money Everywhere and Not a Drop for Main Street.” He is the Publisher of the Coleman Report, a trade newsletter and website for SBA and small business lenders. He produces online training videos and webinars for small business lenders to teach them to make less risky loans to Main Street.
Certificates of Participation
All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for SBA and your regulators.
We will automatically forward a certificate of participation for those who are registered to attend the webinar via GoToWebinar.
Questions
Questions are strongly 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 joseph@colemanreport.com. Also, feel free to ask pre-webinar questions.
About Coleman Webinars
Coleman is the largest producer of small business banking video webinars and online training for the banking industry.
Our faculty are professional instructors are the absolute experts in their fields.
Why a Coleman Training Webinar?
It’s very cost effective. 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 as you wish when you purchase unlimited access for only $589.
A great benefit of the program is that you may have your questions answered by the faculty. All of our webinars are recorded. Buyers of the unlimited site license option will receive a DVD recording of the event to share with anyone you wish.
A transcript of the program is also provided to purchasers of the unlimited site license.
How it Works
We use GoToWebinar for the webinar 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 joseph@colemanreport.com, and he will schedule a test run.
Accessing GoToWebinar
There are two ways to access the webinar. 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 webinar 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.
All Coleman Webinar 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 PowerPoint 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 PowerPoint.
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 webinar, 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 joseph@colemanreport.com and he will send you a link you may watch all or part of the webinar at your leisure. There is no charge for this service.
The Fine Print
1) The single user registration fee of $689 is based on location not attendance. You may have as many people in one location attend. You may distribute the materials to anybody in your company.
2) Substitutions are allowed at no charge.
3) Cancellations receive a 100% credit for any Coleman product.
4) As with all our products, we offer a 100% money back satisfaction guaranty — no questions asked.
1) Previous customers need only to send an email to joseph@colemanreport.com with “Register SBA Servicing Webinar” in the Subject Line. We will do all the paperwork and charge your credit card on file, or send you a PayPal request.
2) Call Joseph Coleman at Customer Service at 818-790-4591 extension 1
3) Fax the order form to: 818-790-7859
4) Mail the order form to: Coleman Publishing, 28081 Marguerite Pkwy, #4525, Mission Viejo, CA 92690
5) Click “Add to Cart” to pay using PayPal
Bob Coleman
Editor, Coleman Report
28081 Marguerite Pkwy #4525
Mission Viejo, CA 92690
(818) 790-4591
(c) 2020 All Rights Reserved