Coleman’s Top Ten C-Suite Report

Monthly Intelligence of the Top Ten Things You Need to Know about Overseeing Your SBA Portfolio

In these unprecedented times, your SBA lending teams, C-Suite and Board of Directors need to separate the daily white noise of PPP and SBA lending program changes and focus on only what is important that can impact your SBA loan portfolio.

Well-managed departments can be a major contributor to your institution’s bottom line.

But, there are traps you need to know that can void the government loan guaranty and expose your institution to severe financial penalties, fines and loss of lending authority.

What they need is concise information that focuses on “need to know” information in order to make prudent oversight decisions.

And we have the solution–a monthly report that separates the wheat from the chaff to list the ten most important things management needs to know.

Coleman’s C-Suite Report is sold with an UNLIMITED monthly site license. You can distribute the report to as many stakeholders as you wish for a flat fee of only $795 a year.

· Board Directors
· HR
· Credit Review Teams
· CPA Auditors
· Legal Counsel
· SBA Lending Consultants
· SBA Lending Managers
· SBA Underwriters
· SBA Loan Closers
· SBA Loan Servicers
· SBA Liquidation Personnel

Easy Ways to Order!
1) Send an email to with “Top 10” in the Subject Line. We will do all the paperwork and charge your credit card on file, or send you an invoice with a secure QuickBooks payment link.
2) Call Cindy Coleman (818) 790-4591
3) Email a Registration Form to
4) Pay by Credit Card via Stripe

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.