Critical SBA SOP 5057 Update Webinar – 11/13

SBA Servicing & Liquidation SOP 5057: Effective December 1
Secure Your Bank’s Compliance and Competitive Edge


A Coleman Webinar
Date: Wednesday, November 13, 2024
Time: 2:00 p.m. Eastern

Includes e-certification & recording

Attention senior SBA lending professionals: The SBA’s game-changing SOP 50 57 3.1 for 7(a) and 504 Servicing will be updated on December 1. Prepare to capitalize on these pivotal changes.

Check out the new SOP HERE.

Join nationally acclaimed SBA expert Lance Sexton as he decodes the complex web of new regulations and opportunities in our exclusive webinar. You’ll gain:

  • Insider knowledge on significant SOP changes effective December 1, 2024
  • Crucial updates on servicing and liquidation procedures
  • A comprehensive recap of 2023 SBA SOP 5057 implementations
  • Actionable strategies to enhance your bank’s SBA lending operations

Don’t risk falling behind. Our October 29th and November 13th sessions will equip you with the tools to:

  1. Streamline your servicing and liquidation processes
  2. Minimize risk and maximize returns
  3. Ensure full compliance with the latest regulations

Secure your bank’s future by prudently managing your SBA lending portfolio.

The specific topics addressed in this webinar include:

  • • Denial of 7(a) loan guarantees
  • • Lender wrap-up reports
  • • Releasing a guarantor’s guarantee
  • • Workout plans
  • • Servicing requests
  • • Litigation plans
  • • Lender appeals of SBA workout and litigation decisions
  • • Loan payment administration
  • • Collateral modifications
  • • Loan assumptions
  • • Special purpose loans
  • • Litigation expenses
  • • Universal purchase packages

The Unlimited Seat License allows you and anyone with your institution’s email domain to attend either or both sessions. Both dates feature the same content and will be presented live by Lance Sexton. There will be plenty of time available for Lance to answer all questions.

Coleman Report Webinar Benefits:

  • Coleman Report webinars provide solutions to problems that left unaddressed will jeopardize the SBA loan guarantee.
  • We give management the tools to create prudent credit boxes compliant with SBA’s standard operating procedures.
  • We train your staff to ensure compliance of existing and new SBA rules and regulations.
  • Tips that solve difficult SBA underwriting, servicing and liquidation challenges.

Your Training Staff

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 earned three industry training instruction awards for “Best Online Learning Product”. A former SBA Deputy Director of Little Rock Servicing Center, Lance has over 40 years of experience, including 20 years directly managing portfolios of SBA loans. Lance is an adjunct faculty member of University of the Ozarks. He is an Executive Vice President, Managing Director of Servicing and Liquidation at an SBA participant lender and has been affiliated with Coleman Publishing for over 10 years.

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. Bob has earned numerous awards as a producer of events and video training. His passion is getting capital to Main Street and Rural American small business.


How the Webinar Works

We use Microsoft Teams as the webinar platform.
We will open the webinar for attendees to join at 1:30 pm ET. This will give each attendee thirty minutes before the webinar begins to troubleshoot any technical issues. Call (818) 790-4591 if you need assistance.

Recording
All Coleman webinars are recorded and a link is sent to all attendees.

Single Site License
The single site license grants your institution one viewing of the webinar. It is permissible to use a single site license on one device in a conference room to be viewed by multiple attendees The webinar can be viewed on any device.

Multiple Site License
A multiple site license is an unlimited access pass for anyone at your institution. You will be given a link that will be usable to anyone with your email domain.

Webinar Links and Handouts
The link will be included when we send the presentation and handouts, which is done prior to the webinar.

Participants Earn Certificates of Participation
All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for SBA and your regulators.


Questions
Questions throughout the webinar are strongly encouraged. There are two ways to ask a question. The first is to ask the question via the chat in Microsoft Teams. The second is to send an email to anna@colemanreport.com. Also, feel free to ask pre and post-webinar questions.

The Fine Print
1) Substitutions are allowed at no charge.
2) Cancellations receive a 100% credit for any Coleman product.
3) As with all our products, we offer a 100% money back satisfaction guarantee — no questions asked.

3 Easy Ways to Order
1) ONLINE — Register and pay online via Stripe
2) EMAIL –Send an email to cindy@colemanreport.com with “Webinar 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