Clean Up Your PPP Portfolio – Steps to Take Before the Start of FY23 — Webinar 7/20

How to Deal With the PPP Problem Loans; Non Responsive Borrowers, Closed Businesses, and Fraud
Actions You Need to Take Before September 30th

A Coleman Webinar
Date: Wednesday, July 20, 2022
Time: 2:00 p.m. Eastern
Download a Registration Form

Source: Coleman Report Live! July 11, 2022

Our latest polls indicate only half of SBA lenders have cleared their PPP portfolios. And about the same number are prepared for the tough task of submitting guaranty purchase for their remaining PPP loans.

Very soon, risk compliance officers, your regulators, your auditors — even SBA — will want to know the status of getting the remaining PPP loans off your books.

If you have your share of unforgiven loans, this managerial advice is well-worth your time and money.

Consider the source. Coleman professional webinar instructor Lance Sexton, has forgiven over 210,000 PPP loans. And every day he sees something new.

Lance will share his secrets and tips how to tackle this task in an unorganized, quick and efficient manner that benefits as many stakeholders as possible.

You will Learn:

  • Strategies to Get Forgiveness on the “low-hanging fruit” PPP loans
  • Strategies for getting documentation from the non-responsive PPP borrower
  • Borrower PPP loan non-forgiveness ramifications
  • Structuring payments for the unforgiven loan
  • Factors in submitting reconsiderations for SBA forgiveness denials
  • Pulling the trigger for PDK preparation and charge-off
  • Documentation required for the PDK
  • Overcoming Etran errors — including the 544 error
  • Seizure of Assets — IRS, DOJ, State
  • Chapter 7 Bankruptcy Filings
  • Chapter 11 Bankruptcy Filings
  • The difference between a PPP loan and an SBA 7(a) loan
  • Site Visits and Documentation of Site Visits
  • Using the SBA Loan Servicing Matrix
  • Litigation and the PPP Loan — Does SBA pick up legal fees?
  • What happens if your institution is sued by the borrower?
  • Should there be Care and Preservation of Collateral Expenses.
  • Business Acquisition Tips to Protect the Lender
  • Can/should the PPP loan be assumable
  • What to do if there is a documentation problem with the loan.
  • How to manage the borrower during this transitional phase.
  • How to apply loan payments when the loan is in default.

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 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, 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 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 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

Clean Up Your PPP Portfolio – Steps to Take Before FY23


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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