SBA Lending: Demystifying the Risk of Monitoring & Compliance
SBA lending can be frustrating, but if done correctly, it can become one of your most profitable services. Attend this webinar and learn how to make the SBA program a powerful tool for liquidity and profitability at your institution.

In today’s economic climate, the U.S. Small Business Administration (“SBA”) loan program continues to be a primary outlet for banks and lending institutions to provide capital to their small business clients and, at the same time, secure guaranties that benefit our institutions. SBA Lending can also be a very frustrating process, but if done correctly, can be one of your most profitable services.

This session will address how banks can participate in the SBA loan programs mitigating the normal risks that go with monitoring and compliance issues. We will discuss everything you need to know about the SBA program including Packaging and Closing Compliance, reviewing your portfolio to ensure your SBA guarantee remains in compliance, structure and eligibility, and secondary market management.


  • Secondary Market Management – Assets or Fee Income?
  • Portfolio Compliance & Risk Mitigation
  • Latest Regulatory Updates

Why Attend?

You will learn how to make the SBA program a powerful tool for liquidity and profitability at your institution.


Chief credit officers, senior lenders, CEOs, lending staff, compliance officers and auditors.


Kerri Agee, president of Banc-Serv Partners, started her career as EVP of Interstate Capital Ltd. where she developed their small business lending division. She also worked at the Money Store, now known as First Union Small Business Capital in California. In 2002 she started Banc-Serv Partners in Indiana and has grown the business from only 30 loans to closing over 500 small business loans and servicing more than $200 million of SBA and U.S. Department of Agriculture loans. Banc-Serv Partners works with more than 55 bank partners in states throughout the Midwest and Southeast.

Kelly Isley is the chief operating officer at Banc-Serv Partners. She has extensive experience in SBA lending and helps financial institutions of all sizes with underwriting, structuring and eligibility, packaging and closing compliance to secondary market/non- interest fee income, portfolio compliance and servicing, auditing and special assets management.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session


Live Webinar:

Member price: $275.00 | Non member price $550.00

On-Demand Webinar

Member price: $295.00 | Non member price $560.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.