Upcoming

2026 SBA Lender Leadership Summit

During this one-and-a-half-day event, you can expect dynamic discussions, interactive debates, and invaluable insights from esteemed thought leaders in the 7(a) space. It's an exceptional opportunity to network, exchange ideas, and forge lasting connections with like-minded professionals who are shaping the future of SBA lending.

Franchising Financing: Understanding Today’s SBA Requirements

With franchise growth expected to outpace the general economy, lenders must be ready. We’ll break down the franchise requirements in SOP 50 10 8 and address the unique eligibility and credit hurdles inherent in franchise lending.

The Refinance Roadmap: Mastering Debt Refi Requirements

This session focuses on the SOP 50 10 8 requirements, covering eligible loan types, documentation hurdles, and real-life scenarios to ensure your refinance transactions remain fully guaranteed.

Addressing Legal Issues in SBA 7(a) Servicing and Liquidation

This specialty course builds on the student’s existing knowledge of and experience with handling 7(a) loan servicing and liquidation to examine the legal aspects of various servicing and liquidation activities. The course relies on case scenarios to illustrate the principles being discussed. The fundamentals of loan servicing and liquidation will NOT be covered in this course, so a solid foundation in all SBA loan servicing and liquidation requirements is a mandatory pre-requisite.

Balancing the Books: Constructing a Pro-Forma Balance Sheet

This session breaks down the mechanics of debits and credits, how to reflect loan proceeds and injections accurately, and how to adjust for intangibles.

In Person Training: Underwriting When Using Projections

What do you do when there's no track record to lean on? Start-ups, acquisitions, expansions, and businesses changing their model share one challenge: the numbers that matter haven't happened yet. No surprise lenders approach projections-based lending with caution, especially as SBA sharpens its focus on early defaults. The good news – it can be done well. This 3-hour interactive workshop unpacks SBA's requirements for projections, how to pressure-test assumptions, how to analyze working capital, and the best practices that separate a defensible projections-based loan from a risky guess.

In Person Training: Prudent Loan Closing

When PLP lenders are authorized to make 7(a) loans, SBA expects them to know how to originate, process, close, service, liquidate, and litigate the loans in their 7(a) portfolio. What steps should a lender take to make sure they have a prudent closing process that is compliant with SBA requirements? This 3-hour interactive workshop takes a look at the loan closing process, and what prudent loan closing means and why it matters and will provide several scenarios for common issues and closing delays and how lenders can navigate those impediments to a smooth closing process.

In Person Training: Strategic Loan Servicing and Workouts

Sharpen your skills in portfolio management in this 3-hour interactive workshop focused on 7(a) servicing actions and payment modifications. Using SOP 50 57 4 regulatory requirements, this workshop tackles real-world simple to complex servicing scenarios – from collateral-impacting actions to ownership changes and payment modifications. When analyzing workouts, you’ll learn to identify when a payment modification request can be structured into a “stay-in-business” workout. Through hands-on case studies, this workshop equips lenders with practical strategies for prudent, commercially reasonable risk mitigation.

Secure the Deal: Master Collateral, Appraisals, and Valuations

In this six-hour course, you will learn how to identify, value, and document collateral following SOP 50 10 8 requirements. You will calculate whether a loan is fully secured using SBA’s valuation percentages, decide when you need a State-certified appraisal, and recognize when an independent business valuation is required. You will work through real change-of-ownership and special purpose property examples, SBA requirements and compliance, and walk away able to build a collateral file that survives SBA review and guaranty purchase.

Servicing Strategies: From Routine Actions to Complex Modifications

In this two-hour webinar, we’ll explore the spectrum of servicing actions—from simple ownership changes and interest rate waivers to complex collateral releases and guarantor residences.