Solution Room

About The "SOLUTION ROOM" PROGRAM

Our Solution Room is designed to foster open dialogue and collaboration among SBA lending professionals in a relaxed, living room-style setting. Comfortable couches and intimate discussion groups create an inviting atmosphere for participants to engage in casual, yet impactful conversations. With small groups focused on specific SBA lending topics, attendees will have the opportunity to share experiences, ask questions, and work together to explore solutions to common challenges.

This interactive format encourages networking, knowledge exchange, and collaborative problem-solving, making it the ideal setting for building relationships and learning from industry experts in a more informal, productive environment.

Each session in our Solution Room will focus on one of our three tenants: BUILD - MAINTAIN - EVOLVE.

BUILD: A Strong Program

Building a Strong Foundation to Support Long-Term Success

This course provides an in-depth guide to establishing a successful Small Business Administration (SBA) lending program. Participants will learn the key components of SBA lending, covering best practices for underwriting, documentation, and fostering strong client relationships. By the end of the program, attendees will have the knowledge and tools needed to build a robust SBA lending framework, drive sustainable growth, and ensure compliance with SBA guidelines. Designed for lending professionals, this course is ideal for institutions looking to expand or strengthen their SBA program.

Building a Small Balance Loan Program

Building a Strong Foundation to Support Long-Term Success

This course is designed to guide lending professionals in developing a streamlined and effective Small Balance SBA loan program. Participants will explore strategies for originating, processing, and servicing smaller SBA loans efficiently while maintaining compliance with SBA guidelines. Topics include market identification, simplifying underwriting processes, managing operational costs, and leveraging technology to enhance scalability. By the end of the course, attendees will have the tools and insights needed to launch and grow a successful Small Balance SBA loan program that meets the needs of small business borrowers and drives institutional growth.

Putting Data Analytics to Use in your Program

This course equips SBA lending professionals with the skills to harness data analytics for smarter decision-making and improved program performance. Participants will learn how to use data to identify market opportunities, assess borrower risk, optimize loan portfolios, and monitor program compliance. The course will cover key analytical tools, metrics, and techniques tailored to SBA lending, including trend analysis, predictive modeling, and performance tracking. By the end of the course, attendees will understand how to transform data into actionable insights to drive efficiency, reduce risk, and enhance overall program success.

Developing a Risk Profile to Ensure Success

Putting Data Analytics to Use in your Program

This course provides SBA lending professionals with the tools and techniques to create a comprehensive risk profile that supports long-term success. Participants will learn how to identify, assess, and manage risks specific to SBA lending, including credit, operational, and compliance risks. The course will cover risk assessment frameworks, borrower evaluation, portfolio diversification strategies, and methods for maintaining program integrity. By the end of the course, attendees will have a clear understanding of how to build and implement a risk profile that enhances decision-making, minimizes losses, and ensures sustainable growth in their SBA lending program.

MAINTAIN: A Growing Program

Reviewing & Refining your Loan Policy

This course focuses on the importance of regularly reviewing and refining loan policies to sustain a successful SBA lending program. Participants will learn how to align loan policies with SBA guidelines, manage regulatory changes, and adapt to evolving market conditions. The course will cover best practices for policy evaluation, identifying gaps, and implementing updates to enhance efficiency, mitigate risk, and maintain compliance. By the end of the course, attendees will have the knowledge and tools needed to ensure their SBA lending program remains resilient, competitive, and effective.

Effectively Managing your Vendors

Reviewing & Refining your Loan Policy

This course provides SBA lending professionals with strategies to effectively manage and maintain relationships with key vendors critical to their program’s success. Participants will learn how to identify essential vendors, evaluate performance, understand services being provided, and ensure alignment with SBA requirements. The course will also cover risk management, contingency planning, and fostering long-term partnerships to support operational efficiency and program growth. By the end of the course, attendees will have the tools to build a reliable vendor network that enhances the overall performance of their SBA lending program.

Navigating the Lender Portal

Reviewing & Refining your Loan Policy

Navigating the Lender Portal

This course provides step-by-step guidance on navigating the SBA lending portal to streamline loan processing and ensure compliance. Participants will learn how to efficiently use the portal for submitting applications, tracking loan statuses, accessing resources, and maintaining accurate reporting. The course will cover common challenges, troubleshooting tips, and best practices for maximizing the portal’s features. By the end of the course, attendees will feel confident in using the SBA lending portal to enhance productivity and support successful lending operations.

EVOLVE: To REmain Relevant

The Solution Room

This course creates a collaborative environment for SBA lenders to come together and discuss solutions to common challenges in the industry. Through guided discussions, case studies, and peer-to-peer learning, participants will explore strategies for addressing issues such as regulatory compliance, loan processing inefficiencies, portfolio risk management, and market competition. Attendees will have the opportunity to share experiences, exchange best practices, and develop actionable solutions tailored to their specific needs. By fostering collaboration, this course aims to empower SBA lenders to overcome obstacles and drive program success.

Lightning Talks

The Solution Room

This dynamic presentation features a series of fast-paced lightning talks from SBA-specific vendors, each highlighting key insights, innovations, and best practices relevant to SBA lending. Vendors will cover topics such as technology solutions, compliance tools, loan servicing enhancements, and risk management strategies. Designed to provide valuable takeaways in a short format, this session will give SBA lenders direct access to industry experts, helping them discover new resources and solutions to improve their lending programs. Attendees will leave with fresh ideas and practical tools to enhance efficiency, compliance, and overall program success.