Advanced Eligibility and Deal Structures
One Day Course
Friday | November 17, 2022
9:00 AM - 5:00 PM
IMPORTANT: The training courses have a completely separate registration process from NOW’23 as well as separate fees. Please select Eligibility and Deal Structures from the Register dropdown on the menu bar above to access our learning system. You will need to be logged into NADCO to purchase the course.
TUITION FEES
| Through 9/12 | After 9/12 | ||
| NADCO Member Rate | $449 per person | $549 per person | |
| Non-Member Rates | $749 per person | $849 per person | |
| SBA | Federal Government Rate | $349 per person | $449 per person |
RECOMMENDED FOR
CDC Business Development OfficersCDC Loan Officers
CDC Loan Packagers
CDC Credit Analysts
CDC Managers
Third Party Lending Partners
COURSE DESCRIPTION
Improve your package quality!
Change of ownership projects, partner buy-outs, elaborate debt refinance opportunities, complex affiliation, and more! Join us as we navigate these advanced topics to better serve your small business borrowers and lending partners.PREREQUISITES
“Introduction to SBA 504” (online via NADCO University) OR six-months’ experience in a substantive capacity (e.g., loan officer) for a CDC.504 Loan Packaging (recommended)
Navigating The SOP 50 10 (recommended)
HOW TO REGISTER
Very Important:
- You MUST be logged into the NADCO website as the person signing up for the training when purchasing any courses.
- If you are registering multiple people from your office, you MUST log in separately as each person and log out in between.
Step 2: Select Training Catalog once you are in our learning system, you want to select the Training Catalog tab on the menu bar.
Step 3: Go to Training Categories on the left hand side of the Training Catalog page.
Step 4: Select 2022 Fall In-Person Training which is the first category listed. You will now see a list of all of the 2022 Fall In-Person Training courses being offered.
Step 5: Click on Buy Now next to the course you would like to purchase.
INSTRUCTOR INFORMATION
Wayne WilliamsWayne Williams joined the National Association of Development Companies (NADCO) in April 2020 as Executive Vice President of Regulatory Affairs and Training. Mr. Williams has over 33 years of experience in commercial banking and small business lending, including extensive expertise in SBA finance programs. Prior to joining NADCO, Mr. Williams served since 1997 as Senior Vice President and Senior Lending Officer for Business Finance Group, the #1 SBA 504 Certified Development Company in the Mid-Atlantic and a top 20 CDC nationally. Elected to the NADCO Board of Directors in 2015, Mr. Williams became a member of the Executive Committee in 2017 serving as Vice Chair of Regulatory Affairs. He most recently was Vice Chair of Governance. Mr. Williams is a national instructor for NADCO and a former instructor for the Risk Management Association and the American Institute of Banking. Earlier in his career, Mr. Williams served 10 years as a commercial loan officer for regional and national banks in Florida, North Carolina, and the Washington, DC metropolitan area. Wayne has a bachelor’s degree in Economics from the University of North Carolina at Chapel Hill and graduate certificates from the Advanced Management Program of the North Carolina School of Banking and East Carolina University’s RMA Commercial Lending School. SBA’s Washington Metropolitan Area District Office recognized Wayne in 2009 as Financial Services Champion of the Year.
Briana Rickertsen
Briana Rickertsen started her career at B:Side Capital (formerly Colorado Lending Source) in 2012 and currently serves as the Production Manager for the Small Business Administration (SBA) lending team. She is truly an expert in her field and has personally handled over 560 SBA loan approvals, helping to create over 2,000 jobs. (This includes SBA 504, SBA 7(a), and Paycheck Protection Program loans.) B:Side Capital and B:Side Fund, two organizations under one unifying brand, are committed to fostering the economic growth of diverse small businesses; Briana goes above and beyond each and every day in support of B:Side’s mission ensuring that businesses have access to responsible capital that would otherwise be unavailable.
