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West Virginia Lender Resources - Training

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Upcoming SBA Training and Events

Introduction to SBA Lending 

Are you new to SBA lending or looking for a refresher course on SBA loan processing? Then plan now to participate in the Introduction to SBA Lending series. Presented in three parts, these 30 minutes sessions cover everything you need to know about submitting an SBA loan guaranty request. You can attend one or all of these sessions. In addition, we’ll touch on the 7(a) loan program fee waiver as well. A breakdown of each session can be found below.

Introduction to SBA Lending – Part II
Tuesday, November 4 – 10:00 a.m. EST

  • Equity Requirements
  • Acceptable Sources of Injection
  • IRS Form 4506-T
  • Debt Refinancing
  • Changes of Ownership
  • Business Valuation Requirements
  • Occupancy Requirements
  • Franchises

Introduction to SBA Lending – Part III
Tuesday, November 18 – 10:00 a.m. EST

  • Servicing Actions
  • Liquidation Status Transfer
  • Site Visit & Reporting Requirements
  • Guaranty Purchase Requests
  • Charge-Off & Referral to Treasury

USDA Rural Development Financing Programs by Jesse Gandee, Rural Business Specialist for the USDA
Tuesday, December 9, 2014 – 10:00 a.m. EST

Rural Energy for America Program or REAP – available for small businesses and agricultural producers to purchase and install/improve renewable energy systems and energy efficiency improvements. The program can finance up to 75% of the total project cost for energy projects. It offers a guarantee of 60% to 85% for loans up to $25M.

 Business & Industry Loan Program – can be used for most basic business needs such as acquisitions, construction, expansion, purchase equipment, start-up costs, working capital, etc. It cannot be used for credit lines. Offers a guarantee of 60% to 80% on loans up to $25M, but generally limited to a maximum of $10M per borrower.

Closing Issues/Mistakes That Can Cost You Your SBA Guaranty by Ethan Smith
January 20, 2015 – 10:00 a.m. EST

10 Pitfalls in Determining 7(a) Eligibility by Ethan Smith
March 10, 2015 - 10:00 a.m. EST

Avoiding Lender Liability by Ethan Smith
May 12, 2015 – 10:00 a.m. EST

Equity Injection Issues by Ethan Smith
July 21, 2105 – 10:00 a.m. EST

2015 Lenders Quality Circle – Seven Springs Resort, PA
March 11-13, 2015

August 12th – 14th, 2015

Contact Rick Haney (304-623-7449) or Leo Lopez (304-347-5220) to schedule personalized training for your organization or provide topics you would like to see covered in future training webinars.

Email the name of the webinar and contact information to Rick Haney at richard.haney@sba.gov or call 304-623-7449.

To access the webinars: Web Conference URL: https://connect16.uc.att.com/sba/meet/?ExEventID=84536711, check "I am a participant", enter your name and email, select "Join". Once you have accessed the conference select the "Call Me" option and enter your direct phone number (If the "Call Me" option does not work, dial 1-888-858-2144 then enter the passcode 4536711# to access audio portion).

To prepare in advance for the conference (for all devices): https://connect16.uc.att.com/sba/Prepare/.