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 clicking on the title of the webinar or contact 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 - February Schedule (SBA One Presentation for February available under Attachments below)

SBA One Overview 
February 22, 2017 - 10:00 a.m.

SBA One Training : Overview session – This training will provide a high level overview of the features and functionality for SBA One such as My Workspace, Creating a New Loan, Document Management and E-signature. This is a great session for a Lender who is new to SBA One. Presenter: Genevieve Sansom, VP Relationship Manager at BNY Mellon.

To Accesshttp://ems7.intellor.com/login/710088

Dial-in Information: 1-877-369-5243 or 1-617-668-3633 using 0552534#

A Closer Look: Loan Origination
February 27, 2017 - 2:00 p.m.

A Closer Look: Loan Origination – This session will provide a deeper dive into the Loan Origination process by addressing key points for entering different types of loans into SBA One as well as insight into the methodology, logic and workarounds. Presenters: Joshua Dykema, SBA & Genevieve Sansom, VP Relationship Manager at BNY Mellon.

To Accesshttp://ems7.intellor.com/login/710078

Dial-in Information: 1-877-369-5243 or 1-617-668-3633 using 0763205#


Pitfalls in Determining 7(a) Eligibility (Click here to register - online registration only)
February 16, 2017 – 11:00 a.m. Eastern

Join the SBA's WVDO and Ethan Smith in a discussion on the criteria commercial lenders should adhere to when determining business qualifications for a 7(a) guaranty. Learn what to avoid when considering using a SBA guaranty on your commercial loans.

The conference begins at 11:00 AM Eastern Time on February 16, 2017; you may join 10 minutes prior.

To access the webinar: http://ems7.intellor.com/login/709946

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) 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 to the conference by computer or just want to listen, dial 1-877-369-5243 or 1-617-668-3633 using 0368050#.

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


Getting Your SBA Guaranty Honored (Click here to register - online registration only)
February 21, 2017 – 11:00 a.m. Eastern

Join the SBA’s National Guaranty Purchase Center’s Supervisory Loan Specialists Leslie Klam and Mohammad Bhatti for guidance on key items and steps lenders need follow when submitting guaranty purchase requests. They will provide tips on submitting a complete package under the 10-Tab guaranty purchase guidelines in order to receive the NGPC’s Brand Promise of honoring the guaranty within 45 days of submission.

The conference begins at 11:00 AM Eastern Time on February 21, 2017; you may join 10 minutes prior.

To access the webinar: http://ems7.intellor.com/login/708950

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) 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 to the conference by computer or just want to listen, dial 1-877-369-5243 or 1-617-668-3633 using 0489233#.

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


Franchise Overview (Click here to register - online registration only) Hosted by WVDO and Los Angeles DO
February 21, 2017 – 1:00 p.m. Eastern

SBA is announcing temporary changes to the recently revised franchise review process for the 7(a) and 504 loan programs. These changes will improve the review process for franchise, license, dealer, jobber or similar agreements as currently set forth in SBA’s Standard Operating Procedure (SOP) 50 10 5(I). Join Chief Franchise Counsel Stephen Olear for a training explaining the newly released changes.

The conference begins at 10:00 AM Pacific Time on February 21, 2017; you may join 10 minutes prior.

To access the webinar: http://ems7.intellor.com/login/710472

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) 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 to the conference by computer or just want to listen, dial 1-877-369-5243 or 1-617-668-3633 using 0228581#

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


SBA vs. Virginia Small Business Financing Authority (VSBFA) - Hosted by the Richmond District Office
February 22, 2017 – 10:00 a.m. Eastern

Have you ever wondered how SBA programs compare to those offered by the Virginia Small Business Financing Authority (VSBFA)?  How our programs can be used together?  What the VSBFA offers that SBA does not?  If so, you are invited to participate in the following webinar.  You will receive a side-by-side comparison chart of each of our programs after the webinar.

Session will touch on:

  • SBA 7(a) and VSBFA Loan Guaranty Programs
  • VSBFA Cash Collateral Account
  • SBA Express Loan Program
  • SBA 504 Loan Program and VSBFA Economic Development Loan Fund
  • SBA Microloan Program and VSBFA SWaM Business Microloan Program
  • VSBFA Child Care Financing Program (Direct Lending Program)
  • Small Business Investment Grant Fund

Register at: https://www.eventbrite.com/e/vsbfa-and-sba-loan-program-comparison-feb-22-2017-tickets-31847252991


Benefits of SBA Lending (Click Here to register - online registration only)
February 28, 2017 – 11:00 a.m. Eastern

Don’t let misconceptions about SBA lending stand in the way of small business success and increasing your profitability, join SBA’s Rick Haney and Leo Lopez as they moderate a panel of guest presenters including Mary Wamsley and Jessica Hart from Strategic Banking Partners, an SBA Lender Service Provider. Mary and Jessica will discuss how utilizing SBA lending programs can expand opportunities for your lending institution, provide access to avenues for small business capital, expand your product lines, create cross-selling opportunities and generate an income stream for your institution.

Mary and Jessica touch on:

  • How to identify a potential SBA borrower
  • How SBA lending can benefit your bank
  • Selling SBA to your client and Board
  • How to overcome borrower objections
  • How to process and close a SBA loan quickly and efficiently (it can be done)

The conference begins at 11:00 AM Eastern Time on February 21, 2017; you may join 10 minutes prior.

To access the webinar: http://ems7.intellor.com/login/710056

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) 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 to the conference by computer or just want to listen, dial 1-877-369-5243 or 1-617-668-3633 using 0416620#.

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


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#


SBA's 504 (Grow) Loan Program - (Click Here to register - online registration only)
March 21, 2017 – 11:00 a.m. Eastern

SBA's Grow (504) loan program is a powerful economic development tool offering a viable option for lenders looking for a competitive edge in small business financing. It offers a 50 percent loan to value ratio for lenders; putting the lender in first lien position; offers longer loan amortizations; and provides up to 90 percent financing for small businesses. It offers long-term, fixed-rate, subordinante financing for acquisition and/or renovation of capital assets including land, buildings and equipment and can also help you meet your community development or public policy goals.

Recent enacted legislation has reinstated the debt refinance established by the Jobs Act of 2010. This webinar will also cover criteria under which the debt refinance program can be instituted.

Join Regional Development Funding Corporation's Rebecca MacBlane and Business Finance Group's Beth Wilson as the lead a discussion on the Grow (504) loan program.

To access the webinar: 

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) 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 to the conference by computer or just want to listen, dial 1-877-369-5243 or 1-617-668-3633 using XXXXXXX#.

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


Colson 1502 Reporting and Dashboard (Click Here to register - online registration only)
March 28, 2017 – 11:00 a.m. Eastern

Lenders are required to report the status of their entire SBA guaranteed loan portfolio through Colson Services Corp monthly via SBA Form 1502. This webinar, presented by Victor Cruz, Colson Client Services, provides a complete overview of the 1502 reporting process in addition to recommendations for best reporting practices. Victor also introduces 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. 

To access the webinar:

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) 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 to the conference by computer or just want to listen, dial 1-877-369-5243 or 1-617-668-3633 using XXXXXXX#.

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


SBA Export Express Loan Program - Hosted by the Tennessee District Office
April 18, 2017 – 10:00 a.m. Eastern

The SBA Export Express Program provides exporters and lenders a streamlined method to obtain SBA-backed financing for loans and lines of credit up to $500,000. Lenders use their own credit decision process and loan documentation; SBA provides a response within 24 hours. It is generally subject to the same loan processing, making, closing, servicing, and liquidation requirements as well as the same maturity terms, interst reates, and applicable fees as the SBA Express Loan program.

At this webinar,  SBA International Trade Specialists David Leonard and Dan Holt will discuss how to become an Express lender, make and service Export Express loans mas well as the differences between the Export Express requirements and other SBA loan program requirements.  For example, certain uses of loan proceeds (e.g. standby letters of credit) are allowed under Export Express that are not allowed under SBA’s other lending programs (Except EWCP).

Topics to be Covered:

  • How to Become an Export Express Lender
  • Program Key Features
  • Underwriting and Servicing Requirements
  • Frequently Asked Questions

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 Export Working Capital Loan Program - Hosted by the Tennessee District Office
May 16, 2017 – 10:00 a.m. Eastern

SBA's Export Working Capital Program (EWCP) loans are targeted for businesses that are able to generate export sales and need additional working capital to support these sales. Participating lenders review and approve applications and submit the request to the SBA staff at the U.S. Export Assistance Center location servicing the exporter's geographical territory. 

Don’t miss this opportunity to learn about EWCP loans from two of our Center staff,  International Trade Specialists David Leonard and Dan Holt.

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

WPASGL - Quality Circle 2017
April 20-21, 2017

The Western Pennsylvania Associaton of SBA Guaranteed Lenders is pleased to present the 2017 Quality Circle Conference. This year's event will be hosted again at the prestgious Nemacolin Woodlands Resort, with an expanded program designed to encompass the global landscape facing today’s Business Banker. Featured sessions for SBA lending partners, non-lending resources partners and service providers are designed to encourage them to think of SBA as an opton to “get the deal done.” Presentatons will be focused on business lending skills and enhancements for the 21st century Business Banker.

Registration information can be found on the Western Pennsylvania Assiciation of SBA Guarandeed Lenders website at: http://www.wpasgl.org/ or by downloading the 2017QC.PDF file below. 

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

http://americaeast.net/ 

File Attachments: 
Attachments Size
2017QC 2226Kb
SBA_One_Overview_Feb_2017 2583Kb