Protect Your SBA PLP License — Webinar 10/16

Ten Compliance Checklist Items to Implement Before 2025

Attend the Live Webinar Event
Wednesday, October 16, 2024
2:00 PM Eastern
75-minute training with e-certification

With recent Congressional pressure and legislation, SBA has evolved into a regulatory agency. It now has the power to discipline, fine, and disbar lenders from its programs.

The stakes are raised even higher with the addition of 130 Community Advantage lenders and three new SBLC loan program licenses. The SBA has a clear mandate to ensure lender compliance with its Standard Operating Procedures.

Now is the time to review your procedures to ensure you and your staff know the key compliance issues to protect yourselves, the borrowers, and your PLP lending license. The SBA has aggressively begun lender oversight by suspending non-bank lenders Blue Acorn and Womply for their Paycheck Protection Program loan activities. Furthermore, the SBA has signaled its intentions by launching full investigations of lenders who partnered with these companies.

The SBA states that it will work with the Consumer Financial Protection Bureau, the Federal Deposit Insurance Corporation, the U.S. Department of the Treasury, the Federal Reserve Board, and the Office of the Comptroller of the Currency to ensure federal financial regulators coordinate their response to any wrongdoings by lenders.

Ouch.

Other entities SBA PLP lenders must be aware of include the Department of Justice, which has publicly stated it is shifting its PPP loan fraud investigations from borrowers to lenders. 

And don’t forget the False Claims Act. Several lenders have had to settle false claims allegations with the Department of Justice for their SBA lending activities.

Join Coleman webinar instructor Lance Sexton as he gives an excellent overview of the compliance items you need to manage to protect your PLP lending license as we enter 2025.

You and Your Team Will Learn:

Your Training Staff

Lance Sexton, Coleman Faculty Instructor
As 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”.
Lance is a former SBA Deputy Director of Little Rock Servicing Center, and 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 is the Author of “Money Money Everywhere and Not a Drop for Main Street.” He 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 586-804-8775 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 webinar link will be included on your sales receipt.
The link will also be included when we send the presentation and handouts. These will be sent by eod the day before.

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.

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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
Founder & Publisher