Upcoming events

January 1, 2026 • On Demand

Level 1 – Liquidation Track

Understand what happens when a loan goes into liquidation, and how to manage every step correctly. This track provides practical insight into collateral, recoveries, guaranty purchase, and charge-off decisions.

January 1, 2026 • On Demand

Level 1 – Servicing Track

Understand what it means and what happens when a loan goes into servicing, and how to manage requests correctly. This track provides practical insights into types of servicing actions, servicing responsibilities, loan monitoring, and the different types of workout options.

January 1, 2026 • On Demand

Level 1 – Eligibility Track

Understand what it means for a business to meet the eligibility requirements for SBA 7(a) financing. This track provides practical insights into what businesses are eligible, always ineligible, and the exceptions, franchises, and other program eligibility requirements.

January 1, 2026 • On Demand

Level 1 – Underwriting Track

Understand what it means to underwrite an SBA 7(a) loan by evaluating a business’s ability to repay debt. This track provides practical insights into reviewing the income statement, balance sheet, and personal and global cash flow.

January 1, 2026 • On Demand

Level 1 – Closing Track

Understand what it means to close an SBA 7(a) loan by navigating the key requirements, forms, and due diligence needed to successfully complete the closing process. This track provides practical insights into loan and borrower fundamentals, loan terms, post-approval and closing forms, closing due diligence, and post-closing follow up.