Webinar: Protecting the SBA Guarantee Start to Finish
- The four pillars of preserving the SBA guaranty
- Eligibility review process
- Avoid costly closing mistakes
- Decipher the Lender’s Servicing and Liquidation Matrix
- The first steps in liquidating an SBA loan
- Electronic training log
- Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND?
This informative session is designed for business development and loan officers, loan closers, administrators, and personnel responsible for post-closing, servicing, and liquidating SBA loans.
Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.
ABOUT THE PRESENTERS – Ethan Smith & Katie O’Brien, Starfield & Smith, PC
Ethan W. Smith is a partner in the law firm of Starfield & Smith, PC. His practice focuses on government guaranteed lending, commercial lending, banking, real estate and commercial law. Ethan is also a licensed title insurance agent for Chicago Title and Fidelity National Title in both Pennsylvania and New Jersey. A member of the National Association of Government Guaranteed Lenders (NAGGL), Ethan is a frequent speaker and serves as a member of its Associate Member Committee. He is also an affiliate member of the National Association of Development Companies (NADCO) and is qualified as a designated closing attorney under the SBA 504 Program. From 2005-2010, Ethan was named a Pennsylvania “Rising Star” by Philadelphia Magazine and is rated as an “AV Preeminent” attorney by Martindale Hubbell. He earned his BA from Johns Hopkins University in Baltimore, Maryland and a JD degree from the College of William and Mary School of Law.
Katie O’Brien is an associate in the law firm of Starfield & Smith, PC, where her practice areas include finance, real estate, contracts, and corporate law. She assists commercial lenders with loan documentation, closing issues, and drafting corporate and finance documents. In addition, she advises small businesses on regulatory and licensing matters at the state and federal levels, as well as corporate governance and transactional matters. Katie is admitted to practice in Pennsylvania and New Jersey. She obtained a Bachelor’s from Pennsylvania State University and a JD from Temple University Beasley School of Law.
THREE REGISTRATION OPTIONS
Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
1. LIVE WEBINAR
The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com.
Listen to the
Instructions will be emailed with the archived webinar link.
2. ARCHIVED WEBINAR & FREE CD ROM*
Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.
As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.
The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.
3. BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)
Options 1 and 2 described above
AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE
*CD ROM is for Mac and PC use only
This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association. Click here to register: https://mcua.fed.cuwebtraining.com/store/webinar
August 28th, 2013 2:00 PM through 3:30 PM