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# Training on demand

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## Content

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## 7(a) Connect quarterly update recordings

                  - 7(a) Connect Quarterly Update  - April 11, 2023 for the 7(a) loan program (topics include the affiliation rule and Community Advantage Pilot Program)
                  - 7(a) Connect Quarterly Update  - October 24, 2023 for the 7(a) loan program (topics include SOP 50 10 7.1 and risk mitigation framework)
                  - 7(a) Connect Quarterly Update  - January 9, 2024 for the 7(a) loan program (topics include the renewal of SBA Forms, hold trends, new compliance codes and updates to SOP 50 10 7.1)
                  - 7(a) Connect Quarterly Update  - April 9, 2024 for the 7(a) loan program (topics include: Lender Match and SBA's Risk Mitigation Framework, Hardship Accommodation Plan (HAP) for COVID EIDL, Non-delegated processing, SBA Form 1086)

## 504 Connect quarterly update recordings

                  - 504 Connect Quarterly Update  - September 19, 2023 for the 504 loan program (topics include: ETRAN updates, Validation error resolution, Fraud Risk Framework, Credit Alert Verification Reporting System, and CA SBLC transition)
                  - 504 Connect Quarterly Update  - December 12, 2023 for the 504 loan program (topics include: SOP 50 10 7.1 Follow Up, New Compliance Codes, Office of Credit Risk Management Training)
                  - 504 Connect Quarterly Update  - March 12, 2024 for the 504 loan program (topics include PPP and EIDL, Size Standards update, and SOP 50 10 7.1 update)

## Recent regulation changes 

                  - SBA’s 2023 final rule revising its regulations on affiliation  – effective May 11, 2023 for the 7(a) and 504 loan programs
                  - What’s changed – How the Affiliation Rule and the SBLC Rule’s removal of the requirement for the loan Authorization have changed the procedures in SOP 50 10  – effective May 11, 2023 and Aug. 1, 2023 for the 7(a) loan program

## Community Advantage

                  - Community Advantage news – Information Notice 5000-846918, Conversion of CA Pilot Lenders to CA SBLCs  – as of May 1, 2023 for the 7(a) Community Advantage Pilot Program
                  - SBA call with CA Pilot Lenders on transitioning to CA SBLCs and updates on recent 7(a) loan program changes  Includes audience Q&A. – June 7, 2023 for the 7(a) Community Advantage Pilot Program
                  - CA SBLC Bi-monthly Training Call  - November 2023
                  - CA SBLC Bi-monthly Training Call  - February 2024

## SOP 50 10, “Lender and Development Company Loan Programs” 

                  - Navigating SOP 50 10 in Microsoft Word  for the 7(a) and 504 Loan Programs
                  - "Do what you do" or "What SBA means when it instructs Lenders to use the same policies and procedures for its SBA-guaranteed loans that the Lender uses for its similarly-sized, non-SBA guaranteed commercial loans"  for the 7(a) and 504 Loan Programs
                  - Section A, Chapter 1 SOP 50 10 7.1 ****- effective November 15, 2023, for the 7(a) and 504 Loan Programs
                  - Credit Available Elsewhere in accordance with SOP 10 50 7.1 , effective November 15, 2023, for the 7(a) and 504 Loan Programs
                  - Verification of Financial Information in accordance with SOP 50 10 7.1  - effective November 15, 2023, for the 7(a) Loan Program
                  - Insurance Requirements in accordance with SOP 50 10 7.1  - effective November 15, 2023, for the 7(a) Loan Program
                  - Partial Changes of Ownership in accordance with SOP 50 10 7.1  - effective November 15, 2023, for the 7(a) Loan Program
                  - Making 7(a) Small and SBA Express Loans in accordance with SOP 50 10 7.1  - effective November 15, 2023

## SOP 50 56, “Lender Participation Requirements” 

                  - SOP 50 56 1, effective August 1, 2023 ** - **Topics include SOP 50 56 1 and the transition of CA Pilot Lenders to CA SBLCs

## SOP 50 57, “7(a) Loan Servicing and Liquidation”

                  - SBA SOP 50 57 3 Training  - effective August 1, 2023

## Other topics

                  - Basics of SBA's secondary market sales  – as of May 31, 2022 for the 7(a) loan program
                  - Financing 7(a) loans through secured credit agreements  – as of June 3, 2022 for the 7(a) loan program
                  - SBA Form 1086, Secondary Participation Guaranty Agreement Training
                  - E-Tran Updates including compliance check codes and 7(a) terms and conditions  -  effective Aug. 1, 2023
                  - 7(a) Fees for Fiscal Year 2024  - effective October 1, 2023
                  - SBA's Risk Mitigation Framework including compliance codes  - as of Oct 2023
                  - 504 Loan Program Update Training  - October 26, 2023 Training on updates to the 504 Loan Program (topics include SOP 50 10 7.1, 504 Debt Refinancing, and the ALP Express Pilot Program)
                  - Completing the new SBA Form 1919, Borrower Information Form
                  - MySBA Lender Match 2.0 Updates