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Wednesday, October 10, 2012
Approximately 75 minutes
2:00 PM Eastern
1:00 PM Central
12:00 PM Mountain
11:00 AM Pacific
Is There Life after an
When: Wednesday, October 10, 2012
2:00 PM Eastern
1:00 PM Central
12:00 PM Mountain
11:00 AM Pacific
Complimentary Small Business Banking News of the Day: 1:50 p.m. to 2:00 p.m.
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The check is in the mail. More precisely, SBA's Herndon center finishes
off all the paperwork, and SBA wires you the money signaling the end of
a failed business by a Main Street entrepreneur.
Your CFO enters a couple of accounting entries, and now you finally can
close the books on the sordid loan.
Not so fast says our national SBA expert webinar instructor, Kerri Agee.
We are seeing a number of cases where once the lender receives the
wire, the funds from SBA, they're like whoa, with a big sigh of relief.
I can walk away from this liquidation and be done with it and put it in
my drawer and it's all over.
Unfortunately the rude awakening is it's not over
"There are many more that must be completed after that wire's been
"Starting with the SBA loan wrap-up report."
The big elephant in the room of course is SBA reserves the right to
demand a repair or a guaranty denial, long after the funds have been
Join Kerri Agee as walks you through the steps you need to complete
after the SBA loan has been charged off.
There is continuing collection efforts that have to continue if there's
any outstanding collateral. They have quarterly reports that they have
to do and that doesn't necessarily mean quarterly reports every calendar
quarter, it's just every 90 days. Once everything's been deemed
unrecoverable they go through a charge-off process and the SBA will
identify who can be transferred to the DOT and then there's the DOT
What you will learn:
• The six steps you must complete after you receive
the funds from your SBA guaranty purchase request.
• How to complete the SBA loan wrap-up report.
• How and when to complete a 90 day follow-up report.
• How you should structure and follow-up with future collection efforts.
• When you should complete the charge-off process.
• Your duties and obligations as a lender to report remaining guarantor
deficiencies to the Department of Treasury.
• What you must do to be considered a "prudent" lender by SBA.
This webinar is rated "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.
Coleman's Webinar level of instruction guide:
ELEMENTARY -- The webinar assumes the audience has no experience in the
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.
Who Should Attend?
SBA Loan Servicing Officers
SBA Liquidation Officers
Small Business Lending Department Managers
Credit Risk Managers
Chief Credit Officers
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
Please forward the names of and emails of all of those attending the
webinar and we will issue them their e-certificate of participation at
the conclusion of the webinar.
Join our Expert Instructor:
Kerri L. Agee
Banc-serv PARTNERS, LLC.
Kerri Agee is the President and founder of banc-serv PARTNERS LLC. She is a California native, who attended California State University-Chico. Kerri started her SBA lending career with The Money Store-- first in Sacramento then in Seattle, before being promoted and transferred to Indianapolis. banc-serv has closed more than 1500 small-business loans, servicing more than $440 million of SBA and US Department of Agriculture loans. Her company works with more than 150 bank partners nationwide.
Bob Coleman is the Editor of the Coleman Report, an online
media company covering the small business banking industry. He is the nationally
recognized expert on small business banking. He is frequent contributor for Fox
Business News. He has been quoted by all major financial media outlets including
the Wall Street Journal, New York Times, CNN and Bloomberg. He is the author of
"Money, Money Everywhere and not a drop for Main Street."
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
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
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
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
email@example.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
Log and dial in ten minutes before each Coleman webinar to hear the "Bob and
Charles Show" with Bob Coleman and Charles Greene.
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 $289 is based on location not attendance.
You may have as many people in one location attend. You many distribute the
materials to anybody in your company.
2) For only $100 more, you may invite as many people from your institution from
as many locations as you wish. (You also get the DVD and transcript!)
3) Substitutions are allowed at no charge.
4) Cancellations receive a 100% credit for any Coleman product.
5) As with all our products, we offer a 100% money back satisfaction guaranty --
no questions asked.
Five Easy Ways to Order:
Call Joseph Coleman at 800-617-1380
order form to: 818-790-7859
order form to: Coleman Publishing, PO Box 546, La Cañada, CA 91012
607 Foothill Blvd #546
La Cañada, CA 91012
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