A) 504 Program
Presenters: Kyle Kuntz | WBD and Wesley Walsh | BLP
Learn how you can differentiate yourself from your competition and build long term customer relationships by offering the SBA 504 long-term fixed rate option. The 504 program is a great option for business owners looking to acquire, expand, or refinance owner occupied commercial real estate and/or equipment at below market fixed interest rates. The session will provide an overview of the 504 loan program including benefits, eligibility, and the latest updates on the recently enhanced 504 refinance options.
B) Servicing 7(a) and 504 - How to Keep Out of Trouble!
Presenters: John Gossett | US SBA Fresno CLSC
Servicing actions - How to smoothly run a Servicing Department and avoid lenders receivables!
C) Do You See What I See? Risks Identified During OCRM File Review Activities
Presenter: Eddie Ledford | SBA Office of Credit Risk Management
We will discuss common exceptions identified
during OCRM's inspection of 7(a) loan files and how to improve compliance (even
if it is already close to perfect).
D) Got Your Authorization, Now What?
Presenter: Lisa Preston I The Preston Group
Understand the nuances of the closing phase of SBA lending occurring post loan approval by attending this session. We will walk you through the many facets of and include obstacles seen to properly close and adequately fund an SBA loan.
E) Economic Outlook for the US and Wisconsin
Speaker: Thomas Walstrum | Federal Reserve Bank of Chicago
This session will cover the current state of the
US and Wisconsin economies from the perspective of the Federal Reserve. Topics
discussed will include GDP growth, the labor market, inflation, and the