SBA Fundamentals Workshop
Wednesday, May 14, 2025
Wisconsn Dells, WI
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Wednesday, May 14, 2025 | 1:30 - 4 p.m. 

Kalahari Convention Center 
Wisconsin Dells, Wisconsin​​

Registration​

FREE Workshop​! ​​

*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. 

Registration will be available in March 2025.

Presenters


Jill Faber

Jill Faber
Lender Services Manager

Jill started her career as a Personal Banker in 2004 with Wells Fargo Bank. In 2007 she made the switch to commercial banking and was employed with Hometown Bank (since acquired by Bank First), an SBA Express and PLP Lender, as a Credit Analyst for 16 years. She has extensive knowledge of the 7(a) SBA loan programs including origination (underwriting & packaging), servicing and liquidation. Jill has been a Lender Services Manager with WBD since September 2023 and has enjoyed being able to continue assisting lenders with their SBA needs.


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.

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 14, 2025
4 - 6 p.m.
Kalahari Convention Center 
Wisconsin Dells, Wisconsin​​

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Event Coordinatior


​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 uwspce-bus@uwsp.edu​​ as they are managing registration for WBD. 

WBD Logo​​


2025 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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