West Virginia Lender Resources - Training

Mark Your Calendars
Upcoming SBA Training and Events

Register today for the webinars offered by the West Virgina District Office by contacting Barbara Carder at barbara.carder@sba.gov or 304-623-5631. Webinars listed below by other District Offices have their own registration/participation instructions in the description. 


SPECIAL SBA One Training - October/November/December

SBA will be offering SBA One training throughout the next few months. Webinars will run approximately 90 minutes. Dates, times and connection information can be found below. Download the SBA One Update PDF document at the bottom of this page for your use/information. No registration is required! 

Dec. 12 @ 10 a.m. Eastern - http://ems7.intellor.com/login/707767     877-369-5243 access code 0423846# 

Dec. 13 @ 10 a.m. Eastern - http://ems7.intellor.com/login/707766   877-369-5243 access code 0546883#

Dec. 20 @ 10 a.m. Eastern - http://ems7.intellor.com/login/707768   877-369-5243 access code 0551237# 

Dec. 20 @ 2 p.m. Eastern - http://ems7.intellor.com/login/707769     877-369-5243 access code 0132600# 


Determining the Business Global Cash Flow  (Click here to register - online registration only)
December 13, 2016 - 11:30 a.m. Eastern - NOTE Starting Time***

Join the WV District Office on December 13 along with Gary Griffin and Ray Chiamulera as they provide an overview of what SBA requires when calculating a small businesses global cash flow.

The conference begins at 11:30 a.m. Eastern on December 13, 2016; you may join 10 minutes prior.

To access the webinar:  http://ems7.intellor.com/login/708720 

Instructions for connecting to conference audio will then be presented on your computer. If you will be connecting via the AT&T Connect Participant Application, we strongly recommend you install a current version (11.5 or higher) (link is external) prior to the conference. If you are unable to do so, we recommend you join the conference using the Web Participant Application.

If you are unable to connect by computer or want to just listen, dial 1-877-369-5243 or 1-617-668-3633 then enter the access code 0797041# when prompted.

For technical assistance, call the AT&T Help Desk at 1-888-796-6118 or 1-847-562-7015


Preserving the Guaranty - Hosted by Tennessee District Office
December 13, 2016 - 10:00 a.m. Eastern

SBA loans must be serviced and liquidated in a diligent, conflict of interest and Preference-free, commercially reasonable manner that is consistent with the Loan Authorization, prudent lending practices and the SBA Loan Program Requirements in effect at the time the action is taken.  

  • Join SBA’s Tennessee District Office for this training which will cover:
  • The 7 steps to secure your guaranty.
  • Review and Analysis on Servicing Requests.
  • Critical Deadlines.
  • When to do a workout?
  • Helpful hints on 10-tab
  • Most common reasons for denial and repair.

Registration NOT required. To participate:

Click here: https://connect16.uc.att.com/sba/meet/?ExEventID=81241473&CT=W

Dial Toll-Free:  (888) 858-2144  Use meeting access code: 1241473#


SBA Express Loan Program - Hosted by Richmond District Office
December 14, 2016 - 10:00 a.m. Eastern

The SBA Express Loan Program allows lenders to make the credit underwriting decision on their own; approval by SBA is not required. 

  • Maximun Loan Amount: $350,000
  • 50% SBA Guaranty
  • Both Term and Lines of Credit Available
  • Lenders required to follow their established and proven internal procedures used for their similarly sized non-SBA guaranteed commercial loans
  • Express loan can be used in conjunction with an SBA 504 (GROW) loan or another thpe of 7(a) (Advantage) loan

This TRAINING WEBINAR will present:

  • Benefits of becoming an Express lender
  • Credit Standards for Express loans
  • Process for submitting new Express applications
  • Debt Refinancing under the Express program

REGISTRATION:  https://www.eventbrite.com/e/sba-express-lender-training-december-14-2016-tickets-29304959924.

After registering, you will receive an e-mail providing the call-in number and e-mail address.


1502 Training with Colson Services - Hosted by SBA's Region IV
December 15, 2016 - 10:00 a.m. Eastern* NEW DATE

Colson Services, Victor Cruz, will be presenting this special 1502 webinar just for SBA Region IV.  Lenders are required to report the status of their entire SBA guaranteed loan portfolio through Colson Services Corp monthly via SBA Form 1502.  This two hour webinar, will provide a complete overview of the 1502 reporting process in addition to recommendations for best reporting practices. 

Victor will also introduce Colson’s online 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 permits lenders to edit data reported during the current reporting cycle to help alleviate exception error conditions for successful loan status updates to SBA.

NOTE: Please pass this important webinar information to those responsible for handling your 1502 reporting.  

Log-in Instructions: https://connect16.uc.att.com/sba/meet/?ExEventID=85034684

For dialing-in only: Dial one of the numbers listed below:
When prompted, enter the Meeting Access Code: 5034684#
      * Toll-Free Number (in USA): 888-858-2144.
      * Blackberry (Caller-Paid): 6467463008x5034684#


Introduction to SBA Lending – Three Part Series 
January 17, 24, 31 2017 – 11:00 a.m. Eastern

Are you new to SBA lending or looking for a refresher course on SBA loan processing? Plan now to participate in our Introduction to SBA Lending series. Presented in three parts, these 30 minutes sessions will cover everything you need to know about submitting a SBA loan guaranty request. You can attend any one or all three of these sessions. We will also discuss the 7(a) fee waiver as well. A breakdown of each session can be found below.

Introduction to SBA Lending – Part I (Click here to register - online registration only)
Tuesday, January 17, 2017 – 11:00 a.m. Eastern

  • How the SBA Guaranty Works
  • Fees and Fee Waivers
  • Credit Decisions
  • Collateral Policy
  • Interest Rates, Maturities, Eligibility and Uses of Proceeds
  • Express Loans
  • 504 Program

Introduction to SBA Lending – Part II (Click here to register - online registration only)
Tuesday, January 24, 2017 – 11:00 a.m. Eastern

  • 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 (Click here to register - online registration only)
Tuesday, January 31, 2017 – 11:00 a.m. Eastern

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

Servicing and Liquidation - Hosted by the Tennessee District Office
January 17, 2017 – 10:00 a.m. Eastern

Join  us, for this in-depth webinar on SBA servicing and liquidation processes.  Guest presenters include Lender Service Providers, Arne Monson  of Holtmeyer & Monson Lending Services and Gary Griffin of Capital Growth Solutions.

SBA District Counsel, Dick Cummings and Dave Higgs, will also be on hand to review recently issued Policy Notice 5000-1394 which clarifies SBA’s guidance regarding Litigation Plan Requirements and Legal Fee Reimbursement.

Topics covered in the webinar will include:

  • Servicing Fundamentals
  • Lifecycle of a Liquidation
  • Boilerplate Liquidation (Workout) Plan
  • BRIEF overview of the 10-Tab
  • Overview of OIC (Offer in Compromise)
  • Helpful Hints
  • SBA Policy Notice 5000-1394 Litigation Plan Requirements and Legal Fee Reimbursement

Registration NOT required. To participate:

Click here: https://connect16.uc.att.com/sba/meet/?ExEventID=81241473&CT=W

Dial Toll-Free:  (888) 858-2144  Use meeting access code: 1241473#


Overview of SBA Export Lending - Hosted by the Tennessee District Office
January 31, 2017 – 10:00 a.m. Eastern

At this webinar,  SBA International Trade Specialists David Leonard and Dan Holt will discuss how SBA’s Export Trade Financing Programs with their 90 percent guaranty, can help you expand your existing relationships, cross sell you commercial and business finance capabilities, and add more value to your offerings to be more competitive.

Registration NOT required. To Participate:

Click here: https://connect16.uc.att.com/sba/meet/?ExEventID=81241473&CT=W

Dial Toll-Free:  (888) 858-2144  Use meeting access code: 1241473#


Preparing a SBA 7(a) Guaranty Purchase 10-Tab - Hosted by the Tennessee District Office
February 14, 2017 – 10:00 a.m. Eastern

This webinar will provide guidance on how to prepare the SBA 7(a) 10-Tab Guaranty Purchase request!

Topics covered in the webinar will include:

  • Helpful hints to achieve SBA’s “Brand Promise” (45 day turn-around)
  • How to ensure you collected all the necessary information at closing
  • Loan Closing Checklist
  • Sample Liquidation Memo
  • Explanation of the "whys" documentation
  • Walk through of the entire 10-Tab

Registration NOT required. To participate:

Click here: https://connect16.uc.att.com/sba/meet/?ExEventID=81241473&CT=W

Dial Toll-Free:  (888) 858-2144  Use meeting access code: 1241473#


Protecting Your SBA Guaranty  (Click here to register - online registration only)
February 14, 2017 - 11:00 a.m. Eastern 

SBA loans must be serviced and liquidated in a diligent, conflict of interest/preference-free, commercially reasonable manner consistent with the Loan Authorization, prudent lending practices and SBA loan program requirements in effect at the time the action is taken. Join the West Virginia District Office and Gary Griffin for this training covering:

  • The 7 Steps to Secure Your Guaranty
  • Review and Analysis on Servicing Requests
  • Critical Deadlines
  • When to do a Workout
  • Helpful 10-tab Hints
  • Common Reasons for Denial and Repair

SBA International Trade Loan Program - Hosted by the Tennessee District Office
March 7, 2017 – 10:00 a.m. Eastern

Join SBA’s TN District Office and SBA International Trade Specialists David Leonard and Dan Holt for an in-depth overview of SBA’s International Trade Loan Program

SBA’s International Trade Loan Program offers term loans to businesses that plan to start or continue exporting or that that have been adversely affected by competition from imports. The proceeds of the loan must enable the borrower to be in a better position to compete. The program provides a 90% guaranty on loan amounts up to $5 million.

Registration NOT required. To Participate:

Click here: https://connect16.uc.att.com/sba/meet/?ExEventID=81241473&CT=W

Dial Toll-Free:  (888) 858-2144  Use meeting access code: 1241473#


Selling SBA Loans on the Secondary Market - Hosted by the Tennessee District Office
March 21, 2017 – 10:00 a.m. Eastern

Selling your SBA loans on the Secondary Market is a good way to increase profitability and generate income for your lending institution.  Join SBA’s TN District Office along with guest presenters Michelle Shadix of Raymond James and Gary Griffin of Capital Growth Solutions to get an in-depth understanding of the secondary market process, how premiums are calculated and how to determine potential yields on your SBA portfolio.

Topics to be Covered:

  • Getting Started
  • How premiums are calculated
  • How to determine potential yields on your SBA portfolio

Registration NOT required. To Participate:

Click here: https://connect16.uc.att.com/sba/meet/?ExEventID=81241473&CT=W

Dial Toll-Free:  (888) 858-2144  Use meeting access code: 1241473#


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.


SBA One Training on Demand

Available On Demand through SBA One via CAFS

To access the training, log into the Capital Access Financial System (CAFS) site at https://caweb.sba.gov. Under the Loans navigation bar select SBA One which directs you to the SBA One portal. Select 'OK' after reading the warning banner. Re-enter you CLS password and click "Sign In." SBA One training can be accessed  off the Training icon at the top of the SBA One page once you log in. Contact your LRS if you have questions or need assistance. 


Conferences

America East - 2017
August 2-4, 2017
Boston, MA

http://americaeast.net/ 

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