West Virginia Lender Resources - Training

Upcoming SBA Training and Events

Register today for webinars offered by the West Virginia District Office by clicking on the title of the webinar or contact Barbara Carder at barbara.carder@sba.gov or 304-623-5631. 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.  

Webinars listed below by other District Offices have their own registration instructions and contact person in the description. 

West Virginia District Office Trainings (Through the joint efforts of Delaware, Kentucky, Tennessee and West Virginia District Offices)

The SBA recently updated SBA Form 159, Fee Disclosure and Compensation Agreement which combined both the 7(a) and 504 versions. This form is used by the 7(a) and 504 loan programs to collect information about Agents, their services, compensation rendered, and who paid the compensation.

Lender Match is a SBA program which connects small businesses with lenders. This free service through the SBA’s Capital Access Financial System (CAFS) has resulted in thousands of free leads for business lenders.

Join us as we review both the SBA Form 159 and Lender Match during this free webinar.

When a lender has a SBA loan needing liquidated, it can seem like a daunting task, but in reality, it can be handled as any normal liquidation process. Join SBA District Counsel Dave Higgs as he reviews litigation and legal fees on SBA guaranteed loans during this free webinar.

Lenders are required to report the status of their SBA guaranteed loans through Colson Services monthly via SBA Form 1502. During this free webinar, Victor Cruz from Colson Services, provides a complete overview of the 1502 reporting process in addition to recommendations for best reporting practices. He will also touch on Colson's 1502 Dashboard which affords lenders a platform to monitor their 1502 reporting performance in regards to reported/unreported loan status and generated lender exception messages/error conditions. The 1502 Dashboard allows lenders to edit data reported during the current reporting cycle to help alleviate exception error conditions for successful loan status updates to SBA.

The SBA’s Surety Bond Guarantee (SBG) program provides surety bond guarantees for small businesses on federal, state, local, and private contracts and subcontracts in direct partnership with surety companies and their agents. Whether the contracted work involves construction, services, or supply, the SBG Program helps small and emerging businesses who have the knowledge and skills necessary for success, but lack the combination of experience and financial strength to obtain reasonable bonding through regular commercial channels.

Join Kevin Valdes from SBA’s Office of Surety Guarantees to learn how the SBG can provide lenders with another valuable resource to assist the expansion of your small business clients during this free webinar. 

Join David Robinson USDA's Rural Development Northern Regional Coordinator for an overview of the Commercial Loan Programs offered by the U.S. Department of Agriculture. 

The programs consist of: 

  • 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.

Other District Office Trainings

  • The SBDC and International Trade-Relevant to You?
    Hosted by the Eastern Pennsylvania District Office
    October 18, 2018 - 11:00 a.m. Eastern

Our presenter, Martin Brill, has over 22 years’ experience assisting companies in the export arena, covering everything from assisting with business and marketing plans to export financing and insurance.  Mark your calendar to join us for this informative session!  

Registration not required!

To Join the Webinar: Dial 877-369-5243 then enter the access code of 0310092##. Copy and paste the following URL to your favorite browser: http://ems8.intellor.com/login/809194 

 Contact Pat Kratz at 610-382-3081 for additional information. 

Informative webinar will cover:

  • When is a Form 912 required?
  • What supporting documents are required?
  • Where should the Form and documents go?
  • Who makes the decision?

Registration required - CLICK HERE. 

Contact Herb Lawrence or Rick Duda  at 501-324-7379 for questions. 

Orange County/Inland Empire Trainings (click on webinar title to register)

  • ETran
    December 19, 2018 - 1:00 p.m. Eastern

For questions, contact Ron Galati at 714-560-7450 or Kristy Bain at 714-560-7467.


  • Kentucky SBA Lenders Conference
    November 8-9, 2018
    Embassy Suites
    Lexington, KY

For information, contact Birdie Watkins at the Kentucky Highlands Investment Corporation at 606-864-1738 or bwatkins@khic.org

Colson 1502 Reporting and Dashboard Training
For upcoming webinars, email Colson at info@colsonservices.com. Indicate you are interested in webinars/training on 1502 Reporting.