SBA OnDemand Ethics Training
The Ultimate Online Training program to help create a trustworthy and honest team
2 Hours of Online OnDemand Training
8 to 12 minute segments
$497 per seat
Are you looking to improve your team’s understanding of ethical behavior between your team and the U.S. Small Business Administration?
Look no further than our online training course on SBA Ethics in the Workplace.
Our comprehensive course covers key themes and best practices for ethical behavior in the workplace, including:
- Maintain a Professional and Personal Dividing Line
It is crucial to maintain a professional and personal dividing line in one’s behavior with customers.
- Communications May Be Subject to Review
All communications, whether by text or email, may be subject to review in the case of fraud or other ethical violations. This highlights the need to be mindful of what is being communicated and to ensure that all communications are ethical and professional.
- Truthfulness and Transparency Are Essential
Truthfulness and transparency are essential in all dealings with customers and stakeholders. It is important to be transparent and truthful in all dealings, and to avoid behavior that is contrary to policy and procedure.
- Be Aware of Stakeholder Expectations
It is important to be aware of the expectations of regulators and other stakeholders in one’s work. This includes understanding the SBA loan certification process and what it entails.
- SBA Lenders Have a Duty to Disclose
Lenders have a duty to disclose information that may impact decisions on granting credit or eligibility. This means being transparent about any information that could impact eligibility or the decision to grant credit.
- Consistent Behavior is Key
Behavior that is contrary to policy and procedure is not acceptable. It is important to act in a manner that aligns with policy and procedure.
- Fraud is a Serious Topic
Fraud is an interesting topic to discuss, but it is important to remember that for fraudsters it is ongoing. It is important to avoid behavior that could be perceived as fraudulent.
- Understand the SBA Loan Certification Process
It is important to understand the SBA loan certification process. This includes being aware of the requirements for certification and the potential consequences of non-compliance.
- Don’t Turn a Blind Eye
Employees should not turn a blind eye to behavior that is contrary to policy and procedure. It is important to speak up if something is not right and to report any behavior that is not ethical or professional.
- Avoid Compromising Situations
Lenders should avoid putting themselves in compromising situations with customers or colleagues. This means being aware of the potential consequences of certain behaviors and avoiding behavior that could be perceived as inappropriate or unprofessional.
Our course is designed for lenders who are looking to improve their understanding of ethical behavior in the workplace and learn best practices for maintaining a professional and ethical environment.
With interactive modules, real-world case studies, and expert insights, our course provides a comprehensive and engaging learning experience.
Don’t miss out on this opportunity to improve your understanding of ethical behavior in the workplace and learn best practices for maintaining a professional and ethical environment. Enroll now to start your journey towards ethical excellence!
- Training is on demand at the user’s convenience.
- There are 12 modules in total, which adds up to two hours of content
- Each segment of the course averages 8 to 12 minutes.
- The modules are designed to be viewed in bite-sized segments.
- Each module has a quiz to reinforce key takeaways.
- Upon completing the course, you will receive a certificate.
Case Studies Include
- Kerri Agee and Banc-serv SBA loan fraud resulting in 4 employee convictions.
- Anita Moody, President Enloe State Bank, Arson and Bank Fraud.
- Patrick Harrington SBA loan fraud.
- Nik Patel $180 million rural USDA B&I government guaranteed loan fraud.
- First NBC bank loan fraud.
- Certifications represented to SBA when signing SBA Form 1920.
- 2 PPP loan fraud case studies and lender responsibilities.
- The False Claims Act and its impact on SBA Lending.
A clear conscience is far more valuable than money — Proverbs
Honesty is the first chapter in the book of wisdom — Thomas Jefferson
These four fraudsters committed over $250 million in loan fraud and were sentenced to a combined 50 plus years in federal prison.
Your faculty trainers bring a wealth of inside SBA Lending perspective
Lance Sexton, Coleman Faculty Instructor
Lance Sexton is the Former SBA Deputy Director, Little Rock Commercial Loan Servicing Center. Lance managed the Servicing of SBA Loans, the liquidation of SBA Express Loans, and the Liquidation of SBA 504 loans in a 24 state area. Lance has 30 years of experience in the origination, servicing, and liquidation of SBA Loans, ten years of experience directly managing portfolios of SBA loans that are both performing and nonperforming, and six years of experience as a small business owner. He has served as Vice President, Senior Vice President, and Executive Officer of three community banks building and managing SBA portfolios at each bank. Lance also was a faculty member of the Sam M Walton College of Business at the University of Arkansas teaching entrepreneurship courses.
Founder, Coleman Report
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 SIPA industry awards including “Podcast of the Year” and as a producer of events and video training.
His passion is getting capital to Main Street and Rural American small business.
Editor, Coleman Report
FAQ’s on Coleman’s Online Certification Courses
What platform does the Coleman online course use?
We use Litmos as the platform. You will access the course from the Litmos website without downloading anything to your computer.
How many weeks does the course run?
Course is OnDemand (Go at your own pace)
How much time will I need to devote to the course?
How do the segments work?
Each week is divided into segments averaging ten minutes each.
Do I have to finish each segment every week?
No, you may complete the course at your own pace.
Are there reading assignments?
There will be assigned reading materials drawn from the SOPs, SBA Inspector General audits, and the Coleman Report newsletter.
Tell me about quizzes.
At the end of each segment there will be a short multiple-choice quiz to test your mastery of the segment. Segments may be viewed as many times as you wish.
Coleman Report Live!
Every Monday and Friday at 1:00pm ET you will have the opportunity to log in and discuss the week’s topic. If you miss a session, Coleman Report Live! will be recorded and archived for your future use.
How do I become certified Coleman’s SBA OnDemand Ethics Training Program?
At the end of the course, you may choose to take a final exam. Those who score 90% or higher will receive a certification plaque. The exam is open material and may be taken as many times as you wish. Or, you may choose to complete a case study.
Is there an additional fee to become a Coleman Certified?
How much does the course cost?
The fee is $497.