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

  • Intro to SBA Lending - Three Part Series
    July 18, 24, 31, 2018 – 11:00 a.m. EDT

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. A breakdown of each session can be found below.

  • 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
  • Equity Requirements
  • Acceptable Sources of Injection
  • IRS Form 4506-T
  • Debt Refinancing
  • Changes of Ownership
  • Business Valuation Requirements
  • Occupancy Requirements
  • Franchises
  • Servicing Actions
  • Liquidation Status Transfer
  • Site Visit & Reporting Requirements
  • Guaranty Purchase Requests
  • Charge-Off & Referral to Treasury

Determining the value of a business is the key component to the analysis of any loan application for a change of ownership. Many times, unique and difficult situations arise requiring advanced knowledge of business valuations along with creative deal structures.

Join SBA's West Virginia & Tennessee District Offices, Neal Patel and Ronald Rudich as they review advanced business valuation topics, including valuations of patents, copyrights and hig growth companies (including start-ups and E-commerce). You will also learn the difference between fair market value and investment value using actual case studies with hypothetical versue strategic buyers.

Other District Office Trainings

Upcoming Webinars by the Arkansas District Office

  • July 17, 2018 - 10:00 a.m. EDT
    • Liquidations and Purchases
  • August 7, 2018 - 10:00 a.m. EDT
    • ABC's - Basic Documentation Requirements
  • August 21, 2018 - 10:00 a.m. EDT
    • SBA Revolving Lines of Credit Options
  • September 6, 2018 - 10:00 a.m. EDT
    • ABC's - Credit Memo Basics
  • September 18, 2018 - 10:00 a.m. EDT
    • Litigation Planning with Lynley Arnett

For additional information, contact Herb Lawrence at 501-324-7379.

  • 1502 Overview & 1502 Reporting
    Hosted by the Houston District Office
    ​​​​​​​July 19, 2018 - 11:00 a.m. EDT

The Houston District Office will be hosting at 1502 Reporting webinar by Colson Services. 

To Access The Webinar: à Join Skype Meeting - Trouble Joining? Try Skype Web App

Join by Phone: 1-469-225-3127 then enter Conference ID: 33987780

Questions? Contact Sonia Maldonado at 713-773-6554 for questions. 

  • SOP Deep Dive: Credit Elsewhere, Equity Requirements
    Hosted by the Orange County/Inland Empire District Office
    July 25, 2018 - 1:00 p.m. EDT

For additional information contact Ron Galati at 714-560-7450 or Kristy Bain at 714-560-7467

  • The Mechanics of the Secondary Market
    Hosted by the South Carolina District Office
    July 26, 2018 - 10:00 a.m. EDT

The Secondary Market was established to provide greater liquidity to lenders and thereby expand availability of commercial credit to small businesses. The lender exculsively makes the decision whether to participate in the Secondary Market Program and on the sale of each specific guaranteed loan. Resources to facilitate the sale of the guaranteed portion on the Secondary Market. 

Presented by Dashawn Haddock, Client Services Representative from Colson Services

RSVP to Frank Anderson at frank.anderson@sba.gov

à Join Skype Meeting      
Trouble Joining? Try Skype Web App

To Join By Phone call: 1-202-765-1264 then enter the Conference ID: 55973973# 

  • Historic Property Reviews
    Hosted by SBA's Region IX
    August 8, 2018 - 1:00 p.m. EDT

Training will focus on Historic Property Reviews under Section 106 of the National Historic Preservation Act. It will apply to both 7(a) and 504 lenders with presentation by SBA District Counsel Christina Goebelsmann. 

The training will cover:

  • Why historic property reviews are required under section 106
  • How to identify projects involving historic properties
  • When to request a historic property review (hint: Sooner than Later)
  • What the review process involves and how long it will take
  • What happens if a borrower begins or completes renovation of a historic property before you could request a review

No Registration Required!

To Access the Webinar: Click Here! 

When you access the entry link , you will be provided a choice - to install the WebEx plug-in for your preferred browser or to join the web conference using a temporary path. Either option is acceptable but the temporary path works best.

Want to just listen? Call 877-369-5243 or 617-668-3633 and enter the access code 0483192##. You can join 10 minutes prior to the webinar start time. 

For questions or additional information, contact Marlow Schindler at 415-744-6771.

  • SBA Export Webinars: Export Express Loan
    Hosted by the Houston District Office
    September 12, 2018 - 10:30 a.m. EDT

Hear about the SBA's Export loan programs with Regional Harley, SBA's Trade Finance Manager with focus on the Export Express Loan. 

No Registration Required.

To Access The Webinar: Click here

To join by phone, call 1-469-225-3127 then enter the Conference ID of 26280362.

Contact Sonia Maldonado at 713-773-6554 for questions. 


  • America East 2018
    August 1-3, 2018
    Gaylord National Resort & Conference Center
    National Harbor, MD

    Our 2018 conference will be held in Washington, D.C. August 1-3rd at the Gaylord National Resort & Convention Center in National Harbor.  Venue info and hotel reservations link coming soon.  Registration will open on November 15th for sponsors and attendees. Visit the America East website to register and for additional information. 

Network and make lasting contacts with other industry professionals at our state-wide conference, which brings together experts in the SBA lending industry to present relevant and timely information and educational sessions on topics impacting all areas of SBA lending. Visit the TN Small Business Lenders Conference website to register and for additional information. 

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.