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Tampa Bay Area - Fundamentals of SBA Credit Underwriting
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Tampa Bay Area - Fundamentals of SBA Credit Underwriting

8/24/2016 to 8/25/2016
When: August 24-25, 2016
8:30 am-4:30 pm
Where: Achieva Credit Union – CORPORATE BUILDING
1659 Virginia Street
Main Street Room (Room 177)
Dunedin, Florida  34698
United States
Contact: NAGGL
405.377.4022


Online registration is closed.
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August 24-25
Fundamentals of SBA Credit Underwriting *

Registration Deadline: August 12

Instructor: Kendra Vincenty (First Financial Bank)
Fee: $725 Mbr, $1,125 Non-Mbr, $500 Govt

This two-day course uses case studies to walk-through credit underwriting ‘the SBA way’ and explore ratio analysis, analyzing projections, determining repayment ability, preparing the credit memo, and more. SBA now mandates debt service coverage ratios and the agency’s focus on lenders' underwriting practices remains strong. Learn the potential pitfalls that can put your SBA guaranty at risk.

Evaluating the Loan Request
Analyzing Financial Statements
Assessing Projections
Analyzing Global Cash Flow
Assessing Working Capital Adequacy
Preparing the Pro Forma Balance Sheet
Evaluating Management, Collateral
Writing the Loan Report
Avoiding Common Errors

* Course qualifies for NAGGL Lender Diploma Program credit.

Location Information
Achieva Credit Union – CORPORATE BUILDING
Main Street Room (Room 177)
1659 Virginia Street
Dunedin, FL 34698

Registration Information
- Registration fee includes course materials, continental breakfast, light lunch, and refreshment break.
- Travel, lodging, and expenses not included.
- Onsite check-in begins: 8:00 am
- Sessions: 8:30 am-4:30 pm

Course Attendee Minimum: 20
With fewer than 20 registrants as of August 12 the course may be canceled.

Potential Accommodations

Ask or search for best available hotel location and rate; no group rate negotiated.

Holiday Inn Express & Suites Dunedin | 727.450.1200 | Approx. 2 miles to/from training location
Residence Inn Clearwater Downtown | 727.562.5400 | Approx. 4 miles to/from training location
Hilton Clearwater Beach | 727.461.3222 | Approx. 5 miles to/from training location

This event is being brought to you through a cooperative agreement between NAGGL and Achieva Credit Union.

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