Leverage ChatGPT & Microsoft Co-Pilot to Craft SBA 7(a) Credit Memos — Workshop in Ontario, CA on 9/25

A Coleman Workshop Live in Ontario, California
Date: Thursday, September 25, 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) credit memo preparation.

Pay Online — $795 Single Attendee
Download Registration Form

Event Details

  • Date: Thursday, September 25
  • Time: 9:00AM – 4:00PM Pacific Time
  • Venue: AmPac Business Capital
    • 3110 B Inland Empire Blvd, Ontario, CA 91764 — right at Ontario International Airport (ONT), ideal for local attendees and guests flying in.

Workshop Highlights

  • Hands-on training: Build ChatGPT and Microsoft Co-Pilot prompts, conduct collateral analysis, and draft SBA 7(a) 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 Hotels for Maximum Convenience

All within minutes of AmPac and Ontario International Airport (ONT):

  • Comfort Suites Ontario Airport Convention Center – Free airport shuttle, hot breakfast included.
  • DoubleTree by Hilton Ontario Airport – Attached to the convention center with upscale amenities.
  • Sheraton Ontario Airport Hotel – Marriott property with on-site dining and shuttle service.

Registration Details

  • Format: Full-day interactive workshop at AmPac 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 AmPac in Ontario.
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