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 - June Schedule

Step by Step: How to input a 7(a) Loan into SBA One - Part 2: Document Management
June 22 - 2:00 p.m.

This session will demonstrate how to input a loan into SBA One for the 7a program and address different scenarios for parts of the application.  This session will be presented in two parts: the first focusing on inputting a loan into SBA One and the second to highlight the features of Document Management as well as to address any outstanding questions. Presenter: Genevieve Sansom, VP Relationship Manager at BNY Mellon.

To Access: http://ems7.intellor.com/login/712561

Dial-in Information: 1-877-369-5243 or 1-617-668-3633 using 0312909#


Reviewing a Business Valuation (Click HERE to register)
June 21, 2017 – 11:00 a.m. Eastern

This webinar is intended for lenders working with larger SBA loans which require an accredited valuation (>$250,000). This presentation provides insights lenders may use to review a business valuation, communicate its findings to others, and support the loan approval process. The webinar will focus on the critical high points of the business valuation.

To access the webinar: http://ems7.intellor.com/login/712556

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 0175055#.

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


Fundamentals of Machinery & Equipment Appraisals (Click HERE to register)
June 23, 2017 – 11:00 a.m. Eastern

This webinar provides a summary description of the appraisal process and report conclusions. It includes the information needed by an appraiser and how the value is determined.

To access the webinar: http://ems7.intellor.com/login/712557

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 0864948#.

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


Intro to SBA Lending - Three Part Series
July 11, 18, 25,2017 – 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)

Tuesday, Jaly 11, 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

To access the webinar: http://ems7.intellor.com/login/712864

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 0100940#.

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

Introduction to SBA Lending – Part II (Click HERE to Register)

Tuesday, July 18, 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

To access the webinar: http://ems7.intellor.com/login/712863

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 0979316#.

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

Introduction to SBA Lending – Part III (Click HERE to Register)

Tuesday, July 25, 2017 – 11:00 a.m. Eastern

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

To access the webinar: http://ems7.intellor.com/login/712865

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 0322961#.

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


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/