Jan 10

SBA Lending Update 2018: Trends, Regulations & Pending Changes

Registration Options & Pricing

Please select your membership status.

Live Webinar Includes

  • One connection to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available six business days following Live date
  • Available for 6 months following Live
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up

Wednesday, January 10, 2018

12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

The U.S. Small Business Administration’s lending programs have seen significant growth in recent years. Over 68,000 loans were approved under the 7(a) and 504 loan programs during the 2017 fiscal year, providing over $30 billion to small businesses. Due to loan program growth and other changes, the SBA has issued an update to its standard operating procedures for SBA lending. SOP 50 10 5 (j) which becomes effective January 1, 2018, incorporates a number of SBA-initiated rule and policy changes and provides clarity on procedures and the lender oversight process. Banks who make SBA loans must understand the current rules and regulations. Staying on top of recent program changes ensures your bank can continue to offer this valuable loan product to your small business clients.

Continuing Education:   Attendance verification for CE credits upon request


  • Lender guidance on loan program participation
  • New loan application documentation
  • Updated guidance on:
    • Franchise affiliation rules
    • EPC/OC rules
    • Equity injection requirements
    • Guaranty requirements
    • Agent fees
    • Key technical issues for closing and servicing SBA loans

    • New SBA loan application Forms 1919 and 1920
    • New SBA franchise Forms 2462 and 2464
    • Updated SBA Lender’s Servicing and Liquidation Matrix and helpful link list, including the new SBA SOP 50 10 5(j) and catch-all regulation 13 CFR 121.301(f)
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


"Protecting the SBA Guaranty Start to Finish"
Wednesday, June 13, 2018


This informative session is designed for bank officers, underwriters, loan closers, loan portfolio managers, and loan administrators, as well as any other personnel responsible for origination, closing, and servicing of SBA loans. Basic knowledge of SBA loan program requirements is helpful.

PLEASE NOTE  Program content is subject to copyright and intended for your individual financial institution’s use only.


Starfield & Smith, PC
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