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West Virginia Lender Resources - Training

Mark Your Calendars
Upcoming SBA Training and Events

Register today! Contact Rick Haney at richard.haney@sba.gov or 304-623-7449. Webinars listed below by other District Offices have their own registration/participation instructions in the description. 


SBA One Training

July 21, 2016 – 9:00 a.m. Eastern*

The SBA's Eastern PA District Office will be presenting a SBA One training on Thursday, July 21 at 9:00 a.m. Genevieve Sansom, with the Bank of New York Mellon, will be leading this live training event. To participate, follow the instructions below. For questions, contact Pat Kratz at 610-382-3081.

The conference begins at 9:00 AM Eastern Time on July 21, 2016; you may join 10 minutes prior.

To access, go to: http://ems7.intellor.com/login/701932. Instructions for connecting to conference audio will then be presented on your computer. You will be connected to the conference with the AT&T Connect Web Participant Application - there is no software download or installation required.

To listen by telephone call 877-369-5243 or 617-668-3633 using 0508185# 

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


SBA One Training

July 26, 2016 – 1:00 p.m. Eastern*

Join SBA’s West Virginia District Office for a LIVE DEMONSTRATION of the new SBA loan submission platform – SBA One! SBA Simplified, a small business, whose members were subject matter experts for a year during a portion of the platform development, will walk participants through the various steps of entering an SBA loan request. Following the demonstration, SBA Simplified will answer questions submitted in advance.


PARRiS Lender Risk Scoring

August 16, 2016 – 11:00 a.m. Eastern 

PARRiS/SMART are composite lender risk scoring frameworks that measure the risk of a lender's performance, asset management, regulatory compliance, risk management, and special/technical items. The goals of the frameworks are to identify the underperforming lenders in order to assist SBA OCRM in resource allocation and help lenders identify areas to improve and understand their target ranges and metrics on which SBA will score their performance. This webinar is being led by Adrianna Rockford from Dun & Bradstreet.


Equity Injection Issues

August 23, 2016 – 11:00 a.m. Eastern 

For many SBA lenders properly documenting a borrower's equity injection can be one of the most challenging, and most important parts of the closing process. Inadequately documented equity injection is one of the top reasons for denials and repairs of SBA loan guarantees on early default loans. In this webinar, Ethan Smith of Starfield & Smith, P.C., will walk you through the SBA's requirements for properly documenting a borrower's equity injection and will provide tips and advice for how to avoid some of the most common equity injection pitfalls.


7(a) Loan Underwriting

August 30, 2016 – 11:00 a.m. Eastern

Join Gary Griffin as he touches on SBA Underwriting 101. The webinar will provide guidance on how to underwrite credits the SBA way. Topics covered will include:

  • Overview of a complete SBA application
  • Front-End best practices
  • Critical ‘Must Do’s” in a SBA credit memo
  • Time-tested SBA credit memo format
  • Financial statement analysis
  • Calculating global cash flow
  • Reviewing a business and personal tax return
  • Calculating adequate working capital
  • Anticipating SBA questions/Screen-out letters

Benefits of SBA Lending

September 20, 2016 – 11:00 a.m. Eastern

During this webinar, Mary Wamsley and Jessica Hart from Strategic Banking Partners, a SBA Lender Service Provider, 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 will 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)

Don’t let misconceptions about SBA lending stand in the way of small business success and increasing your profitability.


Selling SBA Loans in the Secondary Market

October 4, 2016 - 11:00 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. Michelle Shadix and Gary Griffin will discuss the Secondary Market process and how it benefits lenders who use the SBA 7(a) lending program. 


SBA 7(a) Workouts

October 18, 2016 - 11:00 a.m. Eastern

Ashley Hou, District Counsel for SBA will be discussing workouts, liquidation and litigation of SBA guaranteed loans.


Register for any webinar today by contacting Rick Haney at richard.haney@sba.gov. Webinars listed by other District Offices have their own registration/participation information in the description. 

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

Great Lakes Lenders Conference
REGISTRATION CLOSES July 22

August 3-5, 2016
Motor City Hotel and Casino, Detroit, MI
To Register - CLICK HERE


2016 AMERICA EAST SBA LENDERS CONFERENCE

August 24-26, 2016
Marriott Downtown, Philadelphia, PA
americaeast.net