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June 11-12
Understanding the SOP 50 10 *
Registration Deadline: May 25
Instructor: Rachel Zippwald (NAGGL)
Fee: $755 Mbr, $1,155 Non-Mbr, $525 Govt
This two-day foundational course explores all critical 7(a) program requirements to help you properly originate 7(a) guaranteed loans.
• 7(a) Program Background/Authorities
• SBA 7(a) Lender Responsibilities
• Program Parameters
• SBA Loan Eligibility
• Credit Standards
• Loan Authorization
• Processing/Disbursement
June 13-14
Basic Credit Analysis (formerly titled Fundamentals of SBA Credit Underwriting) *
Registration Deadline: May 25
Instructor: Mimi Case (U.S. Bank)
Fee: $755 Mbr, $1,155 Non-Mbr, $525 Govt
Using plenty of examples, this two-day course walks students through core credit analysis concepts, including an exploration of ratio analysis, analyzing projections, understanding cash flow, determining repayment ability, preparing the credit memo to meet SBA requirements – and more. SBA mandates debt service coverage ratios and the agency’s oversight arm continues to focus on lenders' underwriting practices. This course helps you understand underwriting the ‘SBA way’ to avoid potential pitfalls that can put your SBA guaranty at risk.
• Evaluating the Loan Request
• Financial Statement Basics
• Analyzing Financial Statements
• Assessing Projections
• Analyzing Cash Flow
• Assessing Working Capital Adequacy
• Preparing the Pro Forma Balance Sheet
• Evaluating Management
• Evaluating Collateral
• Writing the Loan Report
• Avoiding Common Errors
* Course qualifies for NAGGL Lender Diploma Program credit.
Registration Information
• Registration fee includes course materials, continental breakfast, light lunch, and refreshment break. NAGGL cannot accommodate special dietary requests for training courses. Meals are typically served buffet-style and registrants are solely responsible for their food selections.
• Travel, lodging, and expenses not included.
• NAGGL reserves the right to cancel any program and assumes no responsibility for personal expenses.
• 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 May 25 the course may be canceled.
Potential Accommodations
Ask or search for best available hotel location; no group rate negotiated.
Hampton Inn & Suites West Jordan | 801.280.7300
Less than 5-minute walk to/from training location
Embassy Suites West Valley City | 801.963.4760
Approximately 5 miles to/from training location
 Hilton Garden Inn Sandy | 801.352.9400
Approximately 6 miles to/from training location
This event is being brought to you through a cooperative agreement between NAGGL and Mountain America Credit Union.
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