SBA Fundamentals Workshop
Wednesday, May 15, 2024
Wisconsn Dells, WI
SBA Fundamentals Workshop Header ​​

​Wednesday, May 15, 2024
1:30 - 4 p.m.
Kalahari Convention Center 
Wisconsin Dells, Wisconsin​

FREE workshop​! Registration now open.​

Pre-registration is required to attend this workshop. Register today!


*Please note: Although this workshop is scheduled the day before the Wisconsin Lenders Conference at the Kalahari, it is a separate event from the Wisconsin Lenders Conference. You must pre-register for this workshop in order to attend. This event is open to anyone, you do not have to be a Wisconsin Lenders Conference attendee in order to qualify to register. 

SBA FUNDAMENTALS WORKSHOP

New to SBA lending or need a refresher? Join WBD for SBA Fundamentals. 

Workshop Outline

Why make SBA loans
  • Benefits/Outcomes for Lenders
  • Benefits to Borrowers
  • Common Objections

What is your Financial Institution’s current status/plan for SBA Lending Program

SBA Mission 
  • Technical Assistance & Counseling
  • Financial Assistance
  • Contracting Assistance
  • Disaster Recovery
  • Advocacy, Laws, & Regulations

Financial Assistance 
  • Access to capital
  • Lender protection & Reduced risk via govt loan guarantee
  • Borrower friendly terms not otherwise available 
  • Must have reasonable assurance of repayment

SBA Loan Program Overview
  • Types 
  • Basic Program Parameters
  • Best Utilization of Programs

SBA Governance Overview
  • Law
  • CFR
  • SOPs – Origination and Servicing

SBA Lending Process Overview
  • Critical Steps
  • Lender Responsibilities

How to move forward
  • 750 Agreement
  • Staffing
  • Internal
  • Outsource
  • Policy/Process/Procedures
  • Prudent Practices
  • Avoid Loan Guaranty Repairs & Denials/Common Findings
  • Subscribing to Updates from SBA
  • Other Resources available​

RECEPTION

Join WBD for an evening of networking! 

WBD will be hosting an evening reception following their SBA Fundamentals workshop. Workshop attendees, Lenders Conference attendees and anyone is welcome to attend, network, and enjoy happy hour drinks.​ 

​Wednesday, May 15, 2024
4 - 6 p.m.
Kalahari Convention Center 
Wisconsin Dells, Wisconsin​​

Free event! No registration required for the reception. 


PRESENTERS


Jason Monnett profile photo

Jason Monett
Senior Vice President and Senior Loan Officer, WBD

Jason has worked with SBA loan solutions for nearly 30 years and joined WBD in 2001.  In his current role, he oversees WBD’s team of seasoned 504 lending professionals that serve all of Wisconsin & Eastern Minnesota.  WBD’s portfolio of 504 loans, recently reach $1Billion. Jason is a Graduate of UW-Madison and the Graduate School of Banking at UW-Madison.  


Becky Schneider profile photo
Becky Schneider
Lender Services Manager, WBC

Becky has over 25 years of experience working with the 7(a) loan program, including 14 years at a bank that was a leading SBA Express and Preferred Lender.  She has been with WBD for 13 years and currently oversees 7(a) packaging services for lender clients.  Becky’s areas of expertise include SBA 7(a) eligibility and compliance with SOP requirements.

EVENT COORDINATOR


​This program is coordinated and put on by WBD​​. If you have any questions on the content of the workshop, please reach out to WBD. If you have questions regarding registration, please reach out to UW-Stevens Point Continuing Education at zyang@uwsp.edu as they are managing registration for WBD. 

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2024 WISCONSIN LENDERS CONFERENCE
If you would like to learn more about the Wisconsin Lenders Conference​ that is scheduled the day after the WBD workshop, please visit the UW-Stevens Point Continuing Education Wisconsin Lenders Conference event page. ​​

Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. 
Please contact Continuing Education at 715-346-3838 or uwspceweb@uwsp.edu.
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