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August 12, 2015 |

2015 America East SBA Lenders Conference

Date:August 12, 2015

Time:8:00 am

Location:Hyatt Regency, Baltimore, Maryland

 

REGISTRATION IS NOW OPEN!

FOR MORE INFORMATION ABOUT THE EVENT AND/OR TO REGISTER, CLICK HERE

August 12-14, 2015

The America East Conference promotes networking and educational growth for new and seasoned SBA lenders by focusing on new SBA programs and initiatives to support exporting, aiding an underserved and thriving community, and providing training on a variety of SBA policies and procedures.

SBA lenders from Maine to Florida on the Eastern Seaboard come to the America East Conference to meet with top SBA officials and build their network of SBA program and industry experts. There were more than 400 attendees at the 2012 conference in Baltimore, MD, and the 2015 event is poised to be even more successful.

Full Conference EARLY BIRD Registration- $349 (Before July 11, 2015)
Full Conference Regular Registration- $449 (July 12, 2015 – August 12, 2015)
Full Conference Government Registration- $299

Tuesday, August 11, 2015

8:30am – 4:30pm NAGGL Training Class: Fundamentals of SBA Credit Underwriting

This two-day course uses case studies to walk-through credit underwriting ‘the SBA way’ and explore ratio analysis, analyzing projections, determining repayment ability, preparing the credit memo and more. SBA now mandates debt service coverage ratios and the agency’s focus on lenders’ underwriting practices remains strong. Learn the potential pitfalls that can put your SBA guaranty at risk.

Cost: $600 NAGGL Member/Non-Member; $400 Government

Evaluating the Loan Request
Analyzing Financial Statements
Assessing Projections
Analyzing Global Cash Flow
Assessing Working Capital Adequacy
Preparing the Pro Forma Balance Sheet
Evaluating Management, Collateral
Writing the Loan Report
Avoiding Common Errors
* Course qualifies for NAGGL Lender Diploma Program credit

8:30am – 4:30pm NAGGL Training Class: SBA Loan Servicing and Liquidation

A two-day course for those responsible for managing their institution’s SBA loan portfolio’s servicing and liquidation processes in accordance with the 7(a) Servicing & Liquidation SOP 50 57.

Cost: $600 NAGGL Member/Non-Member; $400 Government

Definitions
Lender Performance Standards
Loan Servicing
Loan Liquidation
Workouts
Litigation
Offers in Compromise
Charge-Off and Wrap-Up Procedures
Guaranty Purchases
* Course qualifies for NAGGL Lender Diploma Program credit

Wednesday, August 12, 2015

8:30am – 4:30pm NAGGL Training Class: Fundamentals of SBA Credit Underwriting

This two-day course uses case studies to walk-through credit underwriting ‘the SBA way’ and explore ratio analysis, analyzing projections, determining repayment ability, preparing the credit memo and more. SBA now mandates debt service coverage ratios and the agency’s focus on lenders’ underwriting practices remains strong. Learn the potential pitfalls that can put your SBA guaranty at risk.

Cost: $600 NAGGL Member/Non-Member; $400 Government

Evaluating the Loan Request
Analyzing Financial Statements
Assessing Projections
Analyzing Global Cash Flow
Assessing Working Capital Adequacy
Preparing the Pro Forma Balance Sheet
Evaluating Management, Collateral
Writing the Loan Report
Avoiding Common Errors
* Course qualifies for NAGGL Lender Diploma Program credit

8:30am – 4:30pm NAGGL Training Class: SBA Loan Servicing and Liquidation

A two-day course for those responsible for managing their institution’s SBA loan portfolio’s servicing and liquidation processes in accordance with the 7(a) Servicing & Liquidation SOP 50 57.

Cost: $600 NAGGL Member/Non-Member; $400 Government

Definitions
Lender Performance Standards
Loan Servicing
Loan Liquidation
Workouts
Litigation
Offers in Compromise
Charge-Off and Wrap-Up Procedures
Guaranty Purchases
* Course qualifies for NAGGL Lender Diploma Program credit

Thursday, August 13, 2015

8:30am – 4:30pm Breakout Sessions

  • Business Valuations
  • Outsourcing your SBA Department
  • Closing Your SBA Loan Properly
  • OCRM & Lender Oversight
  • Workouts, Liquidations & Everything Herndon
  • Deal Structure and Getting It Right Before You Submit
  • 504 – Eligibility, Structure, Updates and Secondary Market
  • 7(a) Secondary Market
  • Construction Management
  • Environmental Investigations
  • 1502 Reporting
  • Protecting Your SBA Guaranty

6:30pm – 9:00pm Spirit of Baltimore Harbor Dinner Cruise

Join us for a cruise around Baltimore Harbor on the Spirit of Baltimore with great food, music and sightseeing. Read More… Additional per person fee of $50 applies. Select “Add Spirit Cruise ($50)” during registration.

Friday, August 14, 2015

8:30am – 10:00am General Session

  • SBA One
  • General Update w/ “Mount Rushmore” of SBA HQ

10:30am – 12:00pm Breakout Sessions

  • Business Valuations
  • Outsourcing your SBA Department
  • Closing Your SBA Loan Properly
  • OCRM & Lender Oversight
  • Workouts, Liquidations & Everything Herndon
  • Deal Structure and Getting It Right Before You Submit
  • 504 – Eligibility, Structure, Updates and Secondary Market
  • 7(a) Secondary Market
  • Construction Management
  • Environmental Investigations
  • 1502 Reporting
  • Protecting Your SBA Guaranty