Coleman’s 2025 SBA Loan Credit Policy Workshop – Third Session TBA

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 2024 –
– September 2024 –
– TBA –
– 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.

$800 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!

Main Topics Include

  • 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

More Topics

  • 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
  • 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:

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