Banking for Growth: How to Build a Relationship That Leads to an SBA Loan

Date and time

-

Location

Online

Organizer

Destiney Iglesias
destineyiglesias@ucmerced.edu
209-228-3506

Host organization

UC Merced SBDC

Type of event

Resource Partner event

Event description

Training Event ID: 00001305 

Is SBA888?  

Event Title: Banking for Growth: How to Build a Relationship That Leads to an SBA Loan 

Start Date: 12/4/2025 

End Date: 12/4/2025 

Reporting Date: 12/4/2025 

Registration Deadline: 12/4/2025 10:00 AM 

Scheduled Time(s):

Total Hours: 1:00 (h:mm) 

Time Zone: America/Los_Angeles (UTC -8:00) 

Number of Reportable Sessions: 1 

Sessions:  

Description:

This one-hour workshop helps small business owners build stronger banking relationships and prepare for successful SBA financing in 2026. Participants will learn how to evaluate their current bank, improve communication with lenders, and create an actionable plan for long-term financial success. The session includes practical tools like the Bankability Scorecard and a Bank Relationship Evaluation Worksheet to assess loan readiness.

Topics covered:

  • The Banking Relationship Mindset: Why relationships matter more than transactions
  • What Lenders See: Key factors banks assess before recommending SBA financing
  • Evaluating Your Banking Fit: How to determine if your current bank supports long-term success
  • Preparing for Future SBA Loans: Building a proactive relationship with your banker
  • Action Planning: Setting quarterly goals to strengthen your financial positioning

Register here: https://bit.ly/3JB03lH 

 

 

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