2015 Lender Training Day May 21 – Indianapolis, IN: Presented by NAGGL Understanding SOP 50 10 Fee: $250 bsP Partners, $350 Non-‐bsP Partners th
Registration Deadline: May 15 Instructor: Lynn Ozer Course Description: This one-‐day foundational course explores all critical 7(a) program requirements to help you properly originate 7(a) guaranteed loans. On the Agenda • Introduction to SOP 50 10 • 7(a) Program Background/Authorities • SBA Lender Responsibilities • Program Parameters • SBA Loan Eligibility • Credit Standards • Loan Authorization • Processing and Disbursement Fundamentals of SBA Credit Underwriting Fee: $250 bsP Partners, $350 Non-‐bsP Partners th
Registration Deadline: May 15 Instructor: Michael Downes Course Description: This one-‐day course utilizes case studies to walk through credit underwriting ‘the SBA way’. Discussion will encompass analyzing ratios, determining repayment ability, and more. The SBA now mandates debt service coverage ratios and the agency’s focus on lenders' underwriting practices remain strong. Learn the potential pitfalls that can put your SBA guaranty at risk. On the Agenda • Analyzing Financial Statements • Assessing Projections • Analyzing Global Cash Flow • Avoiding Common Errors Total Amount Due Understanding SOP 50 10 __ $250 bsP Partners __ $350 Non-‐bsP Partners* Course Attendee Minimum: 30 With fewer than 30 registrants as of th
May 15 the course may be canceled. Fundamentals of SBA Credit Underwriting __ $250 bsP Partners __ $350 Non-‐bsP Partners * Course Attendee Minimum: 30 With fewer than 30 registrants as of th
May 15 the course may be canceled. *Non-‐bsP Partners: defined as a lending institution that does not have a Lender Service Provider Agreement with banc-‐
serv PARTNERS. 777 East Main Street – Westfield, IN 46074 – TEL: 317.663.3694 – FAX: 866.217-‐4514 – www.banc-‐serv.com Potential Accommodations Sheraton Indianapolis Keystone Crossing (317) 846-‐2700 www.sheraton.com Group rate negotiated ask for “banc-‐serv” rate Located within the same building as training Homewood Suites by Hilton Indianapolis At The Crossing (317) 253-‐1919 www.homewoodsuites.com No group rate negotiated. Located 0.4 miles from training location Indianapolis Marriott North (317) 705-‐0000 www.marriott.com No group rate negotiated. Located 0.5 miles from training location EVENT SPONSORS Methods of Payment: Registration Information __Visa __ MasterCard __ AmEx __ Check* ___________________________ Credit Card # ___________________________ Expiration Date (MO/YR) ___________________________ CCV# ___________________________ Print Cardholder’s Name ___________________________ Cardholder’s Signature *Paying by Check: Please mail your completed registration form along with payment to: banc-‐serv Attn: Marketing Team 777 East Main Street Westfield, IN 46074 Location Information Sheraton Indianapolis Keystone Crossing 8787 Keystone Crossing Indianapolis, IN 46240 (317) 846-‐2700 __________________________________ Organization __________________________________ Name __________________________________ Address __________________________________ City, State, Zip __________________________________ Phone __________________________________ Email To reserve your spot, please fax or email completed registration form to: • Registration fee includes course materials, continental breakfast, light lunch, and refreshment break. • Travel, lodging, and expenses not included. • Onsite check-‐in begins: 7:30 am • Sessions: 8:30 am-‐5:00 pm Attn: Marketing Team Email: MarketingTeam@banc-‐serv.com Fax: 866-‐217-‐4514 777 East Main Street – Westfield, IN 46074 – TEL: 317.663.3694 – FAX: 866.217-‐4514 – www.banc-‐serv.com