Partnering With the SBA to Support Small Business Growth & Acquisitions
Total Credits: 1 including 1 Finance - Technical
- Average Rating:
- Not yet rated
- Categories:
- Partner Produced | Industry
- Faculty:
- Eric Kehler | Steve Pricco
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
- Expires 30 day(s) after program date.
Description
While many organizations apply for U.S. Small Business Administration (SBA) loans every year, understanding the different options available is crucial for CPAs working closely with clients to secure funding. Learn the basics of SBA 504 and 7(a) loans, including eligibility requirements and their respective application processes. Plus, explore the pros and cons of SBA loans and evaluate the top considerations for determining when SBA loans are the right option.
Basic Course Information
Learning Objectives- Identify and compare the key features, eligibility requirements, application processes, and strategic considerations of SBA 504 and 7(a) loan programs to effectively advise clients on appropriate funding options
Major Subjects
- SBA 7(a) and Community Advantage Loan Programs
- SBA 504 Loan Program
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
Faculty
Eric Kehler Related Seminars and Products
Vice President
504 Lending
Eric Kehler the Vice President - SBA Lending for the MCDC. Eric markets the SBA 504 program throughout the state of Michigan and works with lenders, small business owners, and other referral sources to secure SBA 504 financing. He works with the MCDC underwriters to review the eligibility and obtain the SBA approval.
Before joining the MCDC staff in 2004, Eric was the Operations Manager for 7 years for a church in Lansing, Michigan. Prior to that, he worked for Ford Motor Credit Corporation for 7 years as a Loan Officer, Dealer Sales Representative, and the Customer Service Supervisor.
Steve Pricco Related Seminars and Products
Director of Government Lending (SBA)
Steve currently serves as Michigan Certified Development Corporation’s Director of SBA 7(a) Lending, a position he’s held since August 2017. In this position he is responsible for providing assistance for Government Guaranteed programs as a Lender Service Provider (LSP) for community lenders across the country. The LSP division Steve manages assists lenders in the packaging, closing, selling, servicing, liquidating and training of SBA 7(a) loans. Steve has managed SBA departments for small, medium and regional sized financial institutions, and has been an active participant of SBA lending for over 25 years.
Dates
|
Thu, May 22, 2025 - 09:00am to 10:00am EDT
|
|
Mon, Jun 09, 2025 - 03:00pm to 04:00pm EDT
|
|
Wed, Jun 25, 2025 - 12:00pm to 01:00pm EDT
|
|
Tue, Jul 22, 2025 - 02:00pm to 03:00pm EDT
|
|
Fri, Aug 08, 2025 - 12:00pm to 01:00pm EDT
|
|
Thu, Sep 11, 2025 - 03:00pm to 04:00pm EDT
|
|
Sat, Oct 18, 2025 - 09:00am to 10:00am EDT
|
|
Mon, Nov 10, 2025 - 12:00pm to 01:00pm EST
|
|
Wed, Dec 03, 2025 - 09:00am to 10:00am EST
|
|
Tue, Dec 16, 2025 - 06:00pm to 07:00pm EST
|
|
Fri, Jan 09, 2026 - 05:00pm to 06:00pm EST
|
Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
CPAs and financial professionals who advise small business clients on funding options and want to better understand the features and strategic uses of SBA loan programs
Original Recording Date
5/22/25
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog 05/08/25
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.