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A Coleman Executive Series Internet Meeting

Registration Fee $395.00 USD

Order by Phone:
1-800-617-1380

Date:
Tuesday, September 25, 2012

Length:
Approximately 120 minutes
2:00 PM Eastern
1:00 PM Central
12:00 PM Mountain
11:00 AM Pacific

A Coleman Executive Series Internet Meeting

Registration Fee $395.00 USD

Want help in developing your small business lending department's business plan? Bob Coleman will host a meeting that will lead you through a discussion on how to create your business model for 2013.

The creation of the model is important, as you need to develop your assumptions, and understand how your department operates as a business.

Then, he will lead you through a spread sheet exercise that will take your model, and translate it to financial performance numbers.

Business Model Canvas

We will be using the business model canvas approach to create your small business lending department business model for 2013.

First, we will discuss each of the following segments and customize it for the small business lending department.

You will be guided through a process that answers the following questions.

1. Customer Segments -- You need borrowers for customers. AND, you need referral sources.
2. Value Propositions -- What value do we deliver to the customer? What problems are we solving. What customers needs are we satisfying. What other products and services can we offer to our customer segment?
3. Channels -- How are you communicated your value proposition to your customer segments?
4. Customer Relationships -- How do you acquired the customer relationship? How do you service the relationship? How do you upsell the customer?
5. Revenue Streams -- How your customers pay your. Understanding net revenues for different value propositions.
6. Key Resources -- What key resources do your value propositions require. Resources your revenue streams and customer relationships require?
7. Key Activities -- What key activities to your value propositions, distribution channels and revenue streams require?
8. Partnerships -- Who are your vendors and partners that make your partnership work?
9. Cost Structure -- What are the most important costs in your business model? Which key resources are the most expensive? Which key activities are the most expensive?

After the completion of your business model, Bob Coleman will guide you through the preparation of a spread sheet that will reduce your model to numbers.

All participants will receive a copy of "Business Model Generation."

If you would like to learn more about the process, check out this two minute video here.

Here is the template we will use.

Here are the base assumptions we will help you arrive at for your spreadsheet calculations

Projected SBA 7(a) Secondary Market Premiums
Projected SBA 504 Secondary Market Premiums
Cost of Funds
Projected Loan Volume by Class

Here are the line items you will complete:

Income Assumptions
Premium Income
Loan Interest Income
Loan Servicing Income
Fee Income
Referral Fee Income

Some Expense items you may use

Variable Expenses
Sales Commissions
Referral Fees
Loan Processing Expenses
Outsourced Vendor Expenses

Fixed Expenses

Overhead Allocation (With the understanding what is covered, and what is not)
Salaries
Benefits
Other Personnel Expenses
Office Expenses
Marketing
IT Expenses
SBA and Other Review/Audit Fees
Training
All other expenses

This webinar is rated "EXPERT" for the attendees.

Coleman's Webinar level of instruction guide:

ELEMENTARY -- The webinar assumes the audience has no experience in the topic.

BASIC -- The webinar is for small business lenders who have some experience in the topic. The webinar is designed as the Topical 101 course. This is the appropriate level of instruction for managers who oversee the function.

INTERMEDIATE -- The webinar solves an unique problem for the small business lending professional. A strong working knowledge of the subject matter is recommended.

EXPERT -- The webinar discusses detailed, technical and advanced topics for the well-seasoned professional. A strong working knowledge of the subject matter is a must.

NEW, Starting in September

All Coleman Webinar attendees will receive a e-Certificate of Participation.

This is documents your continuing education history for the regulators.

Also, this documents the answer for SBA's Review question of continuing staff education.

Please forward the names of and emails of all of those attending the webinar.

We will issue e-certificates of participation at the conclusion of the webinar.

How the Meeting will be Conducted

We will use the Go-to Meeting platform.

Bob Coleman will be hosting the meeting via web cam.

He anticipates a lively discussion, thus the meeting will be open to all participants.

As a result, the meeting will be limited to only ten attendees.

To facilitate candid questions and conversation, the event will be "off the record" and not recorded.

Who should attend

C Level Executives (CEO, Chief Credit Officer)
Small Business Loan Department Managers

Moderated by:
Bob Coleman
Editor
Coleman Report
Bob Coleman is the Author of "Money Money Everywhere And Not a Drop For Main Street". Coleman is the Editor of the Coleman Report, a trade newsletter for small business bankers. He is the nationally recognized expert on small business banking. He has appeared on Fox Business News and CNN and has been quoted by most major financial media outlets including the Wall Street Journal, New York Times and Bloomberg. He has spoken at numerous small business banking events across the United States, including international engagements. Coleman has a B.A. in Medieval History from the University of California Santa Barbara and a M.B.A. in Real Estate Finance from the University of Southern California.

About Coleman Webinars

Coleman takes great pride in bringing you the foremost experts in our industry. Not only our experts chosen with care, we bring you instructors who are excellent teachers of their craft. Coleman's Webinars provide 75 minutes of highly specialized information, access to industry experts, live Q&A, and step-by-step "how-to's" on a variety of topics relevant to today's small business banker. Coleman hosts five to six webinars a month, making us the largest producer of webinars for the small business banking industry in the country. Monthly SBA topical webinars are conducted by John Dunn and Lisa Lerner, our national professional SBA instructors.

Dunn and Lerner's presentations solve pressing problems facing today's SBA lending professionals. On the second Tuesday of the month, the author of the bestselling "The SBA Loan Book" and the just released book, "Get Financing Now," Charles Greene presents a program on a topical small business lending underwriting subject. An SBA loan liquidation themed webinar the third Tuesday of each month. We rotate the instruction with three of the finest experts in the country -- Ethan Smith of SBA lender boutique law firm Starfield and Smith, SBA lender attorney Mitch Fogel, and Kerri Agee, of banc-serv, the president of the largest SBA loan service provider in the country.

Our SBA University webinars are for small business lending sales personnel who wish to learn, and refresh, outstanding sales techniques to achieve over-the-top sales goals.

Finally, we offer a monthly series of topics for bank chief financial officers to help them with the ever evolving world of loan reporting issues. Our professional instructors are Bob Judge of Government Loan Solutions and Jon Winick of Clark Street Capital.

Why a Webinar?

It's very cost effective. No airfare, no hotels. Just cram as many people as you wish into your conference room and turn on the computer. You have two options to listen to the program--phone, or through your computer speakers. You are only charged for the connection. When you purchase unlimited access, there is no additional charge for multiple attendees. A great benefit of the program is that you have the ability to ask questions directly of the panelists. Or, you may simply email Coleman during the program and he will air your question. All of our webinars are recorded. Buyers of the unlimited site license option will receive a DVD recording of the event to share with anyone you wish. A transcript of the program is also provided to purchasers of the unlimited site license.

How it Works

We use Go-to-Meeting as our platform. You will receive a link that will direct you to an Internet site to view the presentation. Nothing will be downloaded to your computer.

If you would like to test this process to make sure you will be able to access the link through your system's firewall, just send an email to joseph@colemanpublishing.com, and he will walk you through it.

You may choose to listen to the program separately from the on-line visual presentation. Before the event, we will email you the presentation that you may distribute to all of your attendees.

Small Business Banking News of the Day Talk Show

Log and dial in ten minutes before each Coleman webinar to hear the "Small Business Banking News of the Day Talk Show" with Bob Coleman and Charles Green.

We do this for two reasons.

First, the pre-show confirms you are successfully connected to the webinar.

Second, we provide you a synopsis of the current news to help you place what is happening to the small business lending industry in context.

Join us for this free feature!

The Fine Print

1) The single user registration fee of $395 is based on location not attendance. You may have as many people in one location attend.

2) Substitutions are allowed at no charge.

3) Cancellations receive a 100% credit for any Coleman product.

4) As with all our products, we offer a 100% money back satisfaction guaranty -- no questions asked.

Easy Ways to Order:

Call Joseph Coleman at 800-617-1380
E-mail bob@colemanreport.com
Fax the new "email address only" order form! to: 818-790-7859
Mail the new "email address only" order form! to: Coleman Publishing, 607 Foothill Blvd #546, La Cañada, CA 91012

A Coleman Executive Series Internet Meeting

Registration Fee $395.00 USD

Bob Coleman
Publisher
607 Foothill Blvd #546
La Cañada, CA 91012
(818) 790-4591
(c) 2012 All Rights Reserved