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
Register