Coleman’s 2025 SBA Loan Credit Policy Workshop 

Construct Your Unique, Compliant SBA Loan Credit Policy Now!
Attend Four Monthly Hourly Zoom Meetings
For SBA 7(a) and 504 Lenders and CDCs

– August 7, 2024 –
– September 2024 TBA –
– October 2024 TBA –
– November 2024 TBA –
(Each session is recorded for alternative viewing)

Immediate Action Required: SBA regulations demand the development of a distinct credit policy tailored specifically for your institution. This is not a mere exercise in filling out a template. It’s essential and one of the requirements during SBA’s portfolio review process. You’re tasked with crafting a policy that not only satisfies SBA and regulatory mandates but also aligns with the expectations of all your stakeholders.

Don’t Miss This Essential Workshop: Join our intensive workshop designed to fast-track your understanding of credit policy fundamentals. You’ll receive comprehensive guidance on every step required to research, draft, get approval for, and enact an SBA loan credit policy that stands up to scrutiny and meets critical needs.

Act Now: Secure your spot in this workshop and ensure your institution remains compliant and competitive. This hands-on experience will empower you with the knowledge to create a policy that is as unique and dynamic as your institution.

$3,000 for all four sessions; unlimited access for those with your email domain — and includes your outside vendors.

Purchase now and receive your pre-workshop workbook!

Workshop #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

Workshop #2 — Draft the Outline. Develop Questions to Answer by Workshop #3

Answer questions about Workshop #1 assignments.

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

Workshop #3 — Answer the Questions Posed in Workshop #2

  • Q&A Session with participants answering specific questions that have arisen in writing the first draft of the report.
  • Final Report creation discussion.

Workshop #4 — 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

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

Lance Sexton
A former small business owner, Lance Sexton has a successful history of working with small business owners and students related to entrepreneurship and SBA loan origination, servicing, and liquidation. He has received three training industry awards for his webinar instruction and his 8-week loan closing course. Lance has over 30 years of experience, including ten years directly managing portfolios of SBA loans. Lance was an entrepreneurship faculty member of the Sam M. Walton College of Business at the University of Arkansas. He is an Executive Vice President of Fountainhead Commercial Capital and has been affiliated with Coleman Publishing for over eight years.

Leslie Tripp
With 30 years of industry experience, Leslie specializes in delivering Small Business Administration (SBA) 7(a) loan compliance services to lending institutions across the nation.
Dedicating her career to all things lending, Leslie discovered her niche was with SBA loan compliance. Her background of working with financial institutions, and even at the FDIC, uniquely positions her to help provide guidance and valuable insights to client engagements. An SBA compliance veteran, Leslie and her team at Doeren Mayhew have participated in more than 16,000 SBA loan reviews helping lenders remain compliant with the SBA’s Standard Operating Procedures (SOPs).

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 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