Get smart on SBA's business loan program policies.
Training topics
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7(a) Connect Quarterly Update - July 15, 2025 for the 7(a) loan program (topics include Manufacturers Access to Revolving Credit (MARC) loan program)
- 7(a) Connect Quarterly Update - April 22, 2025 for the 7(a) loan program (topics include issuance and introduction to SOP 50 10 8)
Archive: Past 7(a) Connect quarterly update recordings
- 7(a) Connect Quarterly Update - October 8, 2024 for the 7(a) loan program (topics include: Shutdown Operations, LGPC Metrics and Hot Topics, 7(a) WCP Pilot Program, Disaster Relief Options for Borrowers, OPSM - E-Tran Upcoming Technical Enhancements)
- 7(a) Connect Quarterly Update - July 9, 2024 for the 7(a) loan program (topics include: LGPC-top screen-outs, Secondary Market-new SBA Form 1086, Office of Credit Risk Management-general updates, 7(a)-policy updates)
- 7(a) Connect Quarterly Update - April 9, 2024 for the 7(a) loan program (topics include: Lender Match and SBA's Risk Mitigation Framework, Hardship Accommodation Plan (HAP) for COVID EIDL, Non-delegated processing, SBA Form 1086)
- 7(a) Connect Quarterly Update - January 9, 2024 for the 7(a) loan program (topics include the renewal of SBA Forms, hold trends, new compliance codes and updates to SOP 50 10 7.1)
- 7(a) Connect Quarterly Update - October 24, 2023 for the 7(a) loan program (topics include SOP 50 10 7.1 and risk mitigation framework)
- 7(a) Connect Quarterly Update - April 11, 2023 for the 7(a) loan program (topics include the affiliation rule and Community Advantage Pilot Program)
- Introduction to the 7(a) Working Capital Pilot Program
- 7(a) WCP Program Guide and SBA Form 2534 WCP Addendum
- 7(a) Working Capital Pilot Program - Basic Overview
- 7(a) Working Capital Pilot Program - Transaction-Based Loans Live Training August 22, 2024
- 7(a) Working Capital Pilot Program - Asset-Based Loans Live Training September 4, 2024
- 504 Connect Quarterly Update - December 9, 2025, for the SBA 504 loan program (topics include: Made in America Manufacturing Finance Act update, Market Watch from our Fiscal Agent, Franchise Directory, and SLPC updates.)
- Office of General Counsel - September 10, 2025, CDC Environmental Training: 504 Loan Program (topics include: CDC’s role in SBA Environmental Policies and Procedures, SOP 50 10 8 Requirements, SBA Environmental Policies, and the appeals process and exceptions handled by the Environmental Committee.
- 504 Connect Quarterly Update - September 9, 2025, SBA 504 loan program topics include: 7(a) and 504 Fees, Debanking Letter, Regional Innovation Cluster Funding Supporting Domestic Manufacturing, 504 Debenture Funding Schedule, Interest Rate Forecasting/Fiscal Selling Agent.
Archive: Past 7(a) Connect quarterly update recordings
- 504 Connect Quarterly Update - June 10, 2025, for the SBA 504 loan program (topics include: Introduction to the Associate Administrator, Thomas Kimsey. Made in America Manufacturing Initiative, Rate trends by Fiscal and Selling Agent, CDC Self-Certification of Energy Audits, OGC Franchise Review Process, OCRM CDC Annual Report Guide, and Updated 504 Funding Process.
- 504 Connect Quarterly Update - March 11, 2025, for the SBA 504 loan program (topics include: Introduction to Deputy Associate Administrator, Dianna Seaborn, Citizenship Verification, OCRM SBA Lender Portal, OPSM LLMS Portal and Redwood Scores
- 504 Connect Quarterly Update - September 10, 2024, for the 504 loan program (topics include: 504 Debt Refinance Direct Final Rule, Procedural Notice 5000-857268, Debenture Calendar, Market Trends by Eagle Compliance, ETRAN Technical Enhancements by OPSM, Protective BID training by OFPO, and Re-opening of New Applications for CA SBLC's by OCRM
- 504 Connect Quarterly Update - June 11, 2024, for the 504 loan program (topics include: Cap removal on Energy Public Policy Projects, Procedural Notice 5000-856893 update to SOP 50 56 1 related to form 1081, Policy on passive companies regarding office suites, OCRM and OPSM training, and NADCO Success Stories-50 States)
- 504 Connect Quarterly Update - March 12, 2024 for the 504 loan program (topics include PPP and EIDL, Size Standards update, and SOP 50 10 7.1 update)
- 504 Connect Quarterly Update - December 12, 2023 for the 504 loan program (topics include: SOP 50 10 7.1 Follow Up, New Compliance Codes, Office of Credit Risk Management Training)
- 504 Connect Quarterly Update - September 19, 2023 for the 504 loan program (topics include: ETRAN updates, Validation error resolution, Fraud Risk Framework, Credit Alert Verification Reporting System, and CA SBLC transition)
- SBA’s 2023 final rule revising its regulations on affiliation – effective May 11, 2023 for the 7(a) and 504 loan programs
- What’s changed – How the Affiliation Rule and the SBLC Rule’s removal of the requirement for the loan Authorization have changed the procedures in SOP 50 10 – effective May 11, 2023 and Aug. 1, 2023 for the 7(a) loan program
- 504 Policy Industry Update: 504 Debt Refinance Direct Final Rule and Procedural Notice 5000-857295 Training
- Community Advantage news – Information Notice 5000-846918, Conversion of CA Pilot Lenders to CA SBLCs – as of May 1, 2023 for the 7(a) Community Advantage Pilot Program
- SBA call with CA Pilot Lenders on transitioning to CA SBLCs and updates on recent 7(a) loan program changes Includes audience Q&A. – June 7, 2023 for the 7(a) Community Advantage Pilot Program
- CA SBLC Bi-monthly Training Call - November 2023
- CA SBLC Bi-monthly Training Call - February 2024
- CA SBLC Bi-monthly Training Call - April 2024
- Navigating SOP 50 10 in Microsoft Word for the 7(a) and 504 Loan Programs
- Verification of Financial Information in accordance with SOP 50 10 8 - effective June 1, 2025 for the 7(a) Loan Program
- Credit Available Elsewhere in accordance with SOP 50 10 8 - effective June 1, 2025 for the 7(a) and 504 Loan Programs
- Insurance Requirements in accordance with SOP 50 10 8 - effective June 1, 2025 for the 7(a) and 504 Loan Programs
- Partial Changes of Ownership in accordance with SOP 50 10 8 - effective June 1, 2025, for the 7(a) Loan Program
- Eligibility Concerns for Passive Businesses - for the 7(a) and 504 loan programs
- Eligible Passive Companies
- Environmental policies for 7(a) and 504 loans as of March 20, 2025 including in SOP 50 10 8
- Completing the new SBA Form 1919, Borrower Information Form
- SBA's Risk Mitigation Framework including compliance codes - as of Oct 2023
- SOP 50 56 1, effective August 1, 2023 - Topics include SOP 50 56 1 and the transition of CA Pilot Lenders to CA SBLCs
- SBA SOP 50 57 3 Training - effective August 1, 2023
- E-Tran Updates as of October 2024
- Routine Options for providing payment relief to Borrowers and Disaster Loans - October 2024
- Basics of SBA's secondary market sales – as of May 31, 2022 for the 7(a) loan program
- Financing 7(a) loans through secured credit agreements – as of June 3, 2022 for the 7(a) loan program
- SBA Form 1086, Secondary Participation Guaranty Agreement Training
- MySBA Lender Match 2.0 Updates
- 7(a) Program Points of Contact - As of July 2025