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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

SBA is announcing changes to the recently revised franchise review process for the 7(a) and 504 loan programs. These changes will further improve the review process for franchise, license, dealer, jobber or similar agreements (collectively referred to as “franchise agreements”) as currently set forth in SBA’s Standard Operating Procedure (SOP) 50 10 5(J).

This webinar is led by Stephen Olear, Chief Franchise Counsel. Mr. Olear is a graduate of Rutgers University, The State University of New Jersey, with a BA Degree in Music performance and education. He also received a J.D. Degree from Southwestern University School of Law in Los Angeles, CA. Mr. Olear joined the Small business Administration in 1987 as a Liquidation Attorney. Throughout his career with the Agency, Mr. Olear has worked in the liquidation division handling both commercial and disaster loans, as well as the finance division. Mr. Olear is a member of the Environmental Appeals Committee where he works with a team of other OGC attorney’s on environmental issues. Most recently Mr. Olear accepted SBA’s Chief Franchise Counsel position where he addresses franchise issues for the Agency on a national level. In May 2013, Mr. Olear was the recipient of the SBA IKE Award in the category of Administrator’s Award for Excellence.

Don't let misconceptions about SBA lending stand in the way of small business success and increasing your profitability. Join SBA's WVDO as they moderate a panel of presenters including Mary Wamsley and Jessica Hart from Strategic Banking Partners, who 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.

Topics include:

  • How to identify a potential SBA borrower
  • How SBA lending can benefit your institution
  • Selling SBA to your clients and Board
  • How to overcome borrower objections
  • How to process and close a SBA loan quickly and efficiently

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.

Click here to access the webinar. Dial Toll-Free:  (888) 858-2144  Use meeting access code: 1241473#.

This webinar, featuring guest presenter Gary Griffin Capital Growth Solutions, provides guidance on how to prepare the SBA 7(a) Small Loan 10-Tab guaranty purchase package.

Determining the value of a business is the key component to the analysis of any loan application for a change of ownership. Accurate business valuations are required by the SBA because the change in ownership will result in new debt unrelated to business operations and create an intangible asset.

Learn about new SBA SOP valuation requirements as well as the valuation process, including cash flow analysis and valuation multiples.  Case studies of actual businesses will be reviewed, and you will learn how to estimate the value of a business by the end of the webinar.

Neal Patel, CBA, CVA is the principal of Reliant Business Valuation, a business valuation and equipment appraisal firm specializing in SBA related valuations nationwide working with over 150 of the nation’s top SBA lenders.  He will be sharing his expertise during this exclusive SBA Lender Training webinar. Learn from the specialist in SBA related business valuations.

The West Virginia and Los Angeles District Offices invites lenders to join us on a webinar for a unique opportunity to obtain a fundamental overview training on the topic of Environmental Overview Procedures.

Led by SBA Chief Franchise Counsel Stephen Olear, this training covers all aspects of Environmental Risk regarding:

  • Loan Origination
  • Steps of the Environmental Investigation
  • NAICS Code Match (Special Rule)
  • Approval & Disbursement in the Presence of Contamination or Remediation
  • Mitigating Factors
  • Indemnification Agreement
  • Appeal Process
  • Servicing & Liquidation
  • Policy and Procedure

The webinar is led by Stephen Olear, Chief Franchise Counsel. Mr. Olear is a graduate of Rutgers University, The State University of New Jersey, with a BA Degree in Music performance and education. He also received a J.D. Degree from Southwestern University School of Law in Los Angeles, CA. Mr. Olear joined the Small business Administration in 1987 as a Liquidation Attorney. Throughout his career with the Agency, Mr. Olear has worked in the liquidation division handling both commercial and disaster loans, as well as the finance division. Mr. Olear is a member of the Environmental Appeals Committee where he works with a team of other OGC attorney’s on environmental issues. Most recently Mr. Olear accepted SBA’s Chief Franchise Counsel position where he addresses franchise issues for the Agency on a national level. In May 2013, Mr. Olear was the recipient of the SBA IKE Award in the category of Administrator’s Award for Excellence.

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

SBA's 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 
  • longer loan amortizations
  • 90 percent financing for small businesses
  • long-term, fixed-rate, subordinate 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 also covers 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 they lead a discussion on the Grow (504) loan program.

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.

This webinar provides 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 during the webinar 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

This webinar focuses on construction risk management. Guest presenter Gary Griffin from Capital Growth Solutions and Joey Bonin from Partner Engineering & Science led the discussion. 

Join Ethan Smith and the West Virginia District Office for a thorough review of the recent changes to SOP 50 10 5 (J).

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).

Other District Office Trainings

  • Updates to SOP 50 10 5(J)
    Hosted by the Arkansas District Office

    February 20, 2018 - 10:00 a.m. Eastern

Join the Arkansas District Office staff as we discuss the Technical Corrections made to SOP 50 10 5 (J) and how they affect your SBA Lending Programs.
Topics will include:

  • SOP 50 10 5 (J) What Changed?
  • Technical Corrections—Amplifications and edits
  • New Forms 1919 and 1920
  • How have these changes impacted loan submis-sions?
  • And much more.

To access the webinar:  https://connect16.uc.att.com/EventEntry/Websites/?VaccId=sba&ExEventID=81307610&CT=W 

Dial Toll-Free: (888) 858-2144 Use meeting access code: 1307610#

No Registration Required! 

Contact  Herb Lawrence for additional information (501-324-7379)

  • SBA International Trade Loan Program
    Hosted by the Tennessee District Office
    February 22, 2018 - 10:00 a.m. Eastern

Join the SBA's Tennessee District Office and SBA International Trade Specialists David Leonard and Dan Holt for an indepth overview of SBA's International Trade Loan Program.

SBA's International Trade Program offers term loans to businesses that plan to start or continue exporting or that have been adversely affected by cometition from imports. The proceeds of the loan must enable the borrower to be in a better positon to compete. It provides a 90% guaranty on loan amounts up to $5 million.

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#

Contact Maria Lloyd for additional information (615-736-7427)

  • SBA Hot Topics 
    Hosted by the Georgia District Office
    February 22, 2018 - 2:00 p.m. Eastern

I am inviting you to our monthly “SBA Hot Topics” virtual lender trainings. This webinar series is held on the last Thursday of each month at 2pm and usually lasts about an hour. We cover topics that help you better understand our systems, processes, procedures, SOP(s) and FAQ(s), as they relate to SBA lending. This month we are focusing on SBAOne, the advantages of using the system and most common functions within the system. If you are currently using ETRAN to input your SBA loans, this is for you.  Please feel free to share this with your distribution network.

To access the webinarhttps://connect16.uc.att.com/sba/meet/?ExEventID=84471087&CT=W 

Dial Toll-Free: (888) 844-9904 Use meeting access code: 4471087#

Contact Ed Carballo for additional information (404-331-0116)

  • Colson 1502 Reporting & Dashboard Webinar
    Hosted by the Fresno District Office
    February 28, 2018 - 1:00 p.m. Eastern

To access the webinar: http://ems7.intellor.com/login/715064

Dial Toll-Free: (877) 369-5243 Use meeting access code: 0559498#

No registration required. For questions contact Gayoeb Mardon at 559-487-5791 x2706 or Andy Seeto at 559-487-5790  x2705

  • SBA One Webinar
    Hosted by the Fresno District Office
    March 13, 2018 - 1:00 p.m. Eastern

To access the webinar: http://ems8.intellor.com/login/803754 

Dial Toll-Free: (877) 369-5243 Use meeting access code: 0927823#

No registration required. For questions contact Gayoeb Mardon at 559-487-5791 x2706 or Andy Seeto at 559-487-5790  x2705

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

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. Click here to access the webinar. Dial 888-858-2144 then enter the access code 7709128#. Contact Sonia Maldonado at 713-773-6554 for questions. 

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

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. Click here to access the webinar. Dial 888-858-2144 then enter the access code 7709128#. Contact Sonia Maldonado at 713-773-6554 for questions. 

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

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. Click here to access the webinar. Dial 888-858-2144 then enter the access code 7709128#. Contact Sonia Maldonado at 713-773-6554 for questions. 

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. 


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.