Leverage ChatGPT & Microsoft Co-Pilot to Craft SBA Loan Credit Memos — Workshop in Oakland, CA on 11/18

A Coleman Workshop Live in Oakland, California
Date: Tuesday, November 18, 2025
Includes e-certification & recording

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This is not a webinar. This is a true Coleman Workshop—an interactive, hands-on training event where your team will engage directly with Bob Coleman to master AI tools that revolutionize SBA 7(a) and 504 loan credit memo preparation.

Pay Online — $795 Single Attendee
Download Registration Form

Event Details

  • Date: Tuesday, November 18
  • Time: 9:00AM – 4:00PM Pacific Time
  • Venue: TMC Financing
    • 1611 Telegraph Avenue, Suite 504, Oakland, CA 94612

Workshop Highlights

  • Hands-on training: Build ChatGPT and Microsoft Co-Pilot prompts, conduct collateral analysis, and draft SBA 7(a) and 504 credit memos with real-time guidance from Bob Coleman.
  • Take-away tools: Walk away with effective templates and AI prompt decks ready for immediate use.
  • Applicable scenarios: Work through actual loan examples to establish a training protocol tailored to your underwriting process.

Pre-Workshop Networking Dinner

The evening before the workshop, attendees and their guests are invited to dinner hosted by Bob Coleman—a relaxed setting for connecting with peers, sharing best practices, and preparing for the immersive training ahead.

Why This Coleman Workshop Stands Out

  • A full-day, hands-on experience—not just lecture-based.
  • One-on-one coaching from Bob Coleman, a trusted industry expert.
  • Practical takeaways: Standardized memo structures, templates, and workflows that boost efficiency and reduce risk.
Pay Online — $795 Single Attendee
Download Registration Form

Who Should Attend

  • SBA 7(a) Underwriters & Credit Analysts
  • SBA Lending Managers & Operations Staff
  • Bank Executives focused on credit policy and process optimization

Nearby Hotel for Maximum Convenience

Registration Details

  • Format: Full-day interactive workshop at TMC headquarters
  • Networking Dinner: Held the evening before the session
  • Price: $795 per attendee

Reserve Your Place Today

Seats are limited for this high-value in-person Coleman Workshop at TMC in Oakland.

Join Bob Coleman for an immersive, hands-on learning experience, complete with a networking dinner, all designed to equip your team with the tools and techniques to transform SBA memo-writing productivity.

👉 Contact us now to secure your spot for $795 per attendee.

Empower your underwriting team with AI-driven efficiency, audit confidence, and elevated SBA credit memo quality.

Pay Online — $795 Single Attendee
Download Registration Form

Your Training Instructor

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.

Bob Coleman
Publisher, Coleman Report
bob@colemanreport.com