Writing the SBA Credit Memo

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Online  

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Tuesday, December 01, 2026 - Wednesday, December 02, 2026   iCalendar Central Standard Time

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LIVE Daily Presentation: 
December 1 - 11:00 am-4:30 pm Eastern | 10:00 am-3:30 pm Central | 9:00 am-2:30 pm Mountain | 8:00 am-1:30 pm Pacific
December 2 - 11:00 am-1:00 pm Eastern | 10:00 am-Noon Central | 9:00-11:00 am Mountain | 8:00-10:00 am Pacific
*Students will take a break from Noon-1:30 pm (central) on December 1.

Registration Deadline:  November 30 (or until sold out)

Fee (per person*):   

$595 Mbr, $1,075 Non-Mbr
Government Rate: Contact NAGGL >
* Your registration fee covers one connection, for one individual

This class focuses on SBA’s 7(a) credit memo requirements and the best practices for meeting them in order to fully document both a loan’s eligibility and its creditworthiness. While every institution has its own credit memo format, this course examines all of the key topics that lenders must address in their credit memos in order to assure full compliance with SBA’s program requirements.

On the Agenda
• Writing the Credit Memo
• Loan Size, Guaranty Authority and Size Standard
• Loan Maturity and Interest Rates
• Credit Elsewhere