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West Virginia Lender Resources - Training

Mark Your Calendars
Upcoming SBA Training and Events

Register today for the 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. Webinars listed below by other District Offices have their own registration/participation instructions in the description. 


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. 


Introduction to SBA Lending Three-Part Series - Hosted by the Richmond District Office
November 8, 15, 29, 2017 - 10:00 a.m. Eastern

Learn about SBA Lending from the beginning to end in this three-part series of webinars. You can participate in one or all of them as each are designed in a stand-alone format. Each webinar last approximately 30 minutes.

Intro to SBA Lending - Part I
November 8 - 10:00 a.m. Eastern

Session includes:

  • 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 Register CLICK HERE!

Intro to SBA Lending - Part II
November 15 - 10:00 a.m. Eastern

Session includes:

  • Equity Requirements
  • Acceptable Sources of Injection
  • IRS Form 4506-T
  • Debt Refinancing
  • Changes of Ownership
  • Business Valuation Requirements
  • Occupancy Requirements
  • Franchises

To Register CLICK HERE!

Intro to SBA Lending - Part III
November 29 - 10:00 a.m. Eastern

Session includes:

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

To Register CLICK HERE!

For questions or more information contact Ford Scott at 804-253-8027 or ford.scott@sba.gov. 


Getting Your SBA Guaranty Honored- Hosted by the South Carolina District Office
November 28, 2917 - 10:00 a.m. Eastern

Join the SBA’s National Guaranty Purchase Center’s Loan Specialists Renee C. Anderson and Rosselyn Morataya for guidance on key items and steps lenders should to follow when submitting guaranty purchase requests. In addition, the presenters 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.     

To REGISTER, RSVP to Frank Anderson at frank.anderson@sba.gov.

To access the webinar: https://connect16.uc.att.com/sba/meet/?ExEventID=89162044&CT=W

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 1-888-294-8505  using 9162044#.

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


Marketing the SBA Product (CLICK HERE to Register
November 28, 2017 – 11:00 a.m. Eastern

Guest presenter Gary Griffin, of Capital Growth Solutions, will lead an informative discussion on best practices for marketing the SBA product as well as processes/strategies for utilizing SBA loan programs.

Topics to be covered include:

  • Advantages
  • Sales Techniques
  • Eligibility
  • Maturity
  • Cash Flow
  • Helpful Examples

To access the webinar: http://ems7.intellor.com/login/714572

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 0887749#.

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


SBA's Surety Bond Guarantee Program - Hosted by the Kentucky District Office
November 30, 2017 - 10:00 a.m. Eastern

The U. S. Small Business Administration’s Surety Bond Guarantee Program can help your small business obtain contract bid, performance, & payment bonds!

Does your business have…

  • Limited Financial Resources?
  • No Prior Bonded Work Experience?
  • Trouble Bonding as a Startup?
  • A Desire to Increase its Current Bond Limits?

Join the Kentucky District Office to learn about Contract Bonds

  • What They Are & Why They Are Required
  • Your Potential Bonding Capacity
  • Ways to Maximize Your Surety Credit

No registration required.

To access the webinar: https://connect16.uc.att.com/sba/meet/?ExEventID=87462470

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 to the conference by computer or just want to listen, dial 1-888-858-2144 or 1-646-746-3088 using 6250167#.

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

For questions or for more information, contact Dana Winston at 502-582-5971 x227 or dana.winston@sba.gov


SBA's Export Financing Programs (CLICK HERE to Register)
December 5, 2017 – 11:00 a.m. Eastern

Spend 30 minutes with the WV District Office and SBAs International Trade Specialist Bill Houck to make sure you don't miss out on profitable lending opportunities throughout your commercial loan portfolios. Learn how SBAs Export Trade Financing Programs with their 90 percent guaranty, can help you expand your existing relationships, cross sell your commercial and business finance capabilities, and add more value to your offerings to be more competitive.

To access the webinar: http://ems7.intellor.com/login/714619

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 0630072#.

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


Underwriting Basics (CLICK HERE to Register)
December 12, 2017 – 11:00 a.m. Eastern

Guest presenter Gary Griffin will touch on SBA Underwriting. This webinar will provide guidance on how to underwrite 7(a) credits the SBA Way! 

Topics covered in the webinar 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

To access the webinar: http://ems7.intellor.com/login/714573

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 0546850#.

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


SBA Export Webinars - International Trade Loan - Hosted by the Houston District Office
December 13, 2017 - 10:30 a.m. Eastern

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

No Registration Required.

To access the webinar: https://www.comnectmeeting.att.com

Dial 888-858-2144 then enter the access code 7709128#.

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


SOP Policy Changes Impacting Business Valuation, Appraisals and Equity Injection (CLICK HERE to Register)
December 19, 2017 – 11:00 a.m. Eastern

SBA's recently updated SOP 50 10 5 (j) set to become effective January 1, 2018 has several key revisions which affect how to handle business valuations, equipment appraisals and equity injection requirements. This webinar featuring Neal Patel from Reliant Business Valuation will provide a thorough understanding of the changes and what lenders need to know to comply with the changes. 

To access the webinar: http://ems7.intellor.com/login/714706 

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 0332051#.

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


Equity Injection Issues (CLICK HERE to Register)
February 6, 2018 – 11:00 a.m. Eastern

For many SBA lenders properly documenting a borrower's equity injection can be one of the most challenging and the 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., walks participants through 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.

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 XXXXXX#.

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


Preserving the SBA Guaranty (CLICK HERE to Register)
February 13, 2018 – 11:00 a.m. Eastern

There are three main errors leading SBA to recommend a cancellation, denial, or repair of its guaranty during the purchase process occur during the time of closing.  Additionally, 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.  Guest presenter is Lender Service Provider, Gary Griffin of Capital Growth Solutions 

Topics covered in the webinar will include:

  • The 7 steps to secure your guaranty.
  • Unauthorized, improper, uncontrolled, or undocumented disbursement of loan proceeds
  • Failure to obtain or adequately document a required equity injection
  • Failure to obtain required collateral or property perfect lien position
  • 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.

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 XXXXXX#.

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


SPECIAL TRAINING: LGPC & Tennessee District Office
SBA's Contract CAPLine Program 
March 13, 2018 – 11:00 a.m. Eastern

SBA’s Contract CAPLine loan program helps small business contractors or sub-contractors gain access to short-term funds that will help them successfully service contracts, sub-contracts, or purchase orders.  Learn how you can use the Contract CAPLine to provide short-term working capital to fund your customers awarded contracts.

Bill Reed, Senior Loan Specialist with the SBA’s 7(a) Loan Guaranty Processing Center and resident “guru” on CAP-Line loans will discuss the Contract CAPLine program, eligibility requirements, how to use the loan, and why it is a great tool for your borrowers & your bank.

To access the webinar: https://connect16.uc.att.com/sba/meet/?ExEventID=81241473&CT=W

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

SBA Export Webinars - Export Working Capital Loan - Hosted by the Houston District Office
March 14, 2018 - 10:30 a.m. Eastern

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

No Registration Required.

To access the webinar: https://www.comnectmeeting.att.com

Dial 888-858-2144 then enter the access code 7709128#.

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


Preparing the 7(a) Small Loan Guaranty Purchase (CLICK HERE to Register)
March 20, 2018 – 11:00 a.m. Eastern

This webinar will provide guidance on how to prepare the SBA 7(a) Small Loan 10-Tab guaranty purchase package. Presenter will be Gary Griffin from Capital Growth Solutions. 

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 XXXXXX#.

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


Selling SBA Loans on the Secondary Market (CLICK HERE to Register)
April 10, 2018 – 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.  Join SBA 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

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 XXXXXX#.

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


10 Pitfalls in Determining 7(a) Eligibility (CLICK HERE to Register
May 15, 2018 – 11:00 a.m. Eastern

Join the SBA's West Virginia District Office 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 commercial loans.

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 XXXXXX#.

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


Preparing the SBA Standard 7(a) Guaranty Purchase (CLICK HERE to Register)
June 12, 2018 – 11:00 a.m. Eastern

This webinar will provide guidance on how to prepare the SBA 7(a) 10-Tab Guaranty Purchase request! Guest presenters for this webinar are Gary Griffin, Capital Growth Solutions.

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

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 XXXXXX#.

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


SBA Export Webinars - Export Working Capital Loan - Hosted by the Houston District Office
June 20, 2018 - 10:30 a.m. Eastern

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

No Registration Required.

To access the webinar: https://www.comnectmeeting.att.com

Dial 888-858-2144 then enter the access code 7709128#.

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


Construction Risk Management (CLICK HERE to Register)
July 10, 2018 – 11:00 a.m. Eastern

Webinar will focus on construction risk management. Guest presenter Gary Griffin from Capital Growth Solutions and Joey Bonin from Partner Engineering & Science will led the discussion. 

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 XXXXXX#.

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


SOP 50 10 5(J) Updates (CLICK HERE to Register)
August 21, 2018 – 11:00 a.m. Eastern

Join Ethan Smith and the West Virginia District Office in a thorough review of the changes in the recently released SOP 50 10 5 (J).

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 XXXXXX#.

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


SBA Environmental Policy Review/Update (CLICK HERE to Register)
September 11, 2018 – 11:00 a.m. Eastern

Join the West Virginia District Office and Starfield and Smith as they review SBA's environmental policy and provide updates on the changes implemented in SOP 50 10 5 (J).

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 XXXXXX#.

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


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

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: https://www.comnectmeeting.att.com

Dial 888-858-2144 then enter the access code 7709128#.

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


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 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.