Ten Actions to Perform Now to Get Ready for Your SBA 2022 Audit — Webinar 3/23

4 Easy Ways to Order!
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Fax a Registration Form to 818 790 7859

Call Joseph Coleman at 818 790 4591 ex 1

Immediate Recommended Review Actions to Improve Your PARRiS Score And Ensure Compliance with SBA Regulations

A 75 minute video webinar your staff can participate in.

A Coleman Webinar
Date: Wednesday, March 23, 2022
Time: 2:00 p.m. Eastern
Download a Registration Form

Your PLP status and 750 agreement are valuable assets for your institution

Don’t jeopardize your status risk. And new to 2022 is SBA’s ability to fine lenders significant penalties for non-compliance of the SOP

The best time to assess your SBA loan portfolio—and ensure a favorable PARRiS score—is now, well before your 2022 review. This webinar helps you prepare thoroughly, enabling you to correct any deficiencies before the SBA review team emails you for loan files and/or walks through the door.

You’ll learn about all 14 criteria auditors use to judge your loan portfolio, as well as recent changes SBA has implemented that deserve your immediate attention.

We’ll also alert you to loan red flags for SBA auditors—such as non-performing assets and variance between your books and SBA records—and how to deal proactively with factors or conditions that may draw scrutiny.

In short, this Coleman webinar will make your team experts on PARRiS scores and SBA annual reviews—so they keep your portfolio safe and in good standing.

Best of all, this training is only $500 (multiple locations from the same organization is a flat fee of $600).

Help Your Staff Master PARRiS Reviews, So Your SBA Portfolio Earns Highest Marks

Don’t take anything for granted when it comes to SBA reviews. Too many deficits can cause Herndon to assess penalties or disqualify you for SBA lending. We’ll help you address each of these 14 criteria—and lay out the critical scoring thresholds that can put you in trouble—before you’re judged on them:

Components of your PARRiS Score

5-Year Cumulative Net Yield
12-Month Default Rate
5-Year Default Rate
Asset Management

Stressed Rate
Early Problem Loan Rate
High-Risk Origination Rate
Regulatory Compliance

1502 Reporting Rate
Loans in Active Default Status over 3 Years Rate
24-Month Repair/Denial Rate
Risk Management

FDIC total Risk-Based Rate
Non-Performing Asset Ratio
Lender Purchase Rating
Special Items

Average SBPS (weighted)
Recovery Rate (Over last 5 years)
Has Prudential Regulator (Preferred)/No Corrective Action Request (Preferred)

Your Professional Coleman SBA Webinar Instructors:

Lance Sexton, Coleman Faculty Instructor
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 SIPA awards for “Best Online Learning Product”.
Lance has over 30 years of experience, including ten years directly managing portfolios of SBA loans.

Lance was an entrepreneurship faculty member of the Sam M. Walton College of Business at the University of Arkansas. He is an Executive Vice President of BankOZK and has been affiliated with Coleman Publishing for over five 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 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.

Webinar Details

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.

Participant Questions Questions are strongly encouraged. There are two ways to ask a question during the webinar. The first is to ask the question via the chat box on the GoToWebinar dashboard. The second way is to send an email to joseph@colemanreport.com. Also, feel free to ask pre and post-webinar questions.

How the Webinar Works We use GoToWebinar for the webinar platform. You will receive a link that will direct you to an Internet site to view the presentation. If you would like to test this process to make sure you will be able to access the link through your system’s firewall, just send an email to joseph@colemanreport.com, and he will schedule a test run. Note we will open the webinar for attendees to join at 1:30pm 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.

All Coleman Webinar Speakers are seen Live via Video Stream You will see our speakers live through a video feed. You may customize the size of the speaker and powerpoint presentations by clicking on the webcam button on the GoToWebinar dashboard. You may position the speakers at the top, bottom, right or left hand sides. You may also choose to eliminate the video stream and just view the powerpoint.

Telephone Only Option You may also choose to listen to the program on your telephone. The phone number will be provided with the handouts.

PDF Handouts You will receive the pdf handout via email the day before the event. These may be distributed to all of your attendees.

Replay Link If something comes up and you miss any part of the webinar, or there are technical issues such as a power failure, Internet dropout, fire alarm drills, actual fires or, earthquake (yes that has happened!) simply email joseph@colemanreport.com and he will send you a link you may watch all or part of the webinar at your leisure. There is no charge for this service.

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. Five Easy Ways to Order!

Four Easy Ways to Order!

1) Previous customers need only to send an email to joseph@colemanreport.com with the name of the attendee and the webinar.

2) Call Joseph Coleman at Customer Service at 818-790-4591 extension 1

3) Fax the order form to: 818-790-7859

4) Pay online using PayPal

Ten Actions to Perform Now to Get Ready for Your SBA 2022 Audit


100 of the top 100 SBA lenders purchase our reports and data — attend our online training, webinars and summits. Coleman Report is committed to a mission of providing information to train finance professionals as small business lending experts who fund capital to Rural and Main Street America.


Very informative. I have actually printed off all of the information you provided and labeled it: “SBA PPP Good Information Condensed,” Alabama Teachers Credit Union

I find that your webinar training sessions are a GREAT way for me to keep current on important things SBA. Loan Service Provider.

Thanks for providing this training. It was very informative and helped me a lot. Our Bank highly encourages all our colleagues to take your training program. Highly appreciate your service in enlightening our knowledge. The Mint National Bank

This is incredible data. Great job in working through it. Embassy National Bank

Bob Coleman
Editor, Coleman Report
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