About Nancy Tack

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So far Nancy Tack has created 49 blog entries.

October 2018

JRB e ALERT! NAGGL’S ANNNUAL SMALL BUSINESS LENDING CONFERENCE NOVEMBER 13-15 ∙ SAN DIEGO ∙ THE PLACE TO BE! STOP BY OUR JRB BOOTH #77

2019-01-03T21:33:48+00:00

NAGGL’s Annual Small Business Lending Conference has long been a state-of-the-art gathering for small business lenders, lender service providers, federal legislators, and SBA leadership. This year’s sold-out conference is again the place to be

NAGGL ’18 promises a full schedule of breakout sessions on the latest small business lending trends, updates on legislative and regulatory issues – […]

JRB e ALERT! NAGGL’S ANNNUAL SMALL BUSINESS LENDING CONFERENCE NOVEMBER 13-15 ∙ SAN DIEGO ∙ THE PLACE TO BE! STOP BY OUR JRB BOOTH #772019-01-03T21:33:48+00:00

FROM RICHARD JEFFREY @ JRB … WRAPPING UP NADCO’S ANNUAL MEETING

2019-01-03T21:34:10+00:00

Networking with so many 504 professionals is one of the things I enjoy most at NADCO’s Annual Meeting. We had a pretty steady stream of visitors at the J R Bruno booth, with a lot of people asking how we build CDC capacity. Hearing from congressional representatives and the SBA leadership team is also one of […]

FROM RICHARD JEFFREY @ JRB … WRAPPING UP NADCO’S ANNUAL MEETING2019-01-03T21:34:10+00:00

SBA LENDERS: AUTUMN IS HERE, SO CHANGES ARE COMING – REFLECTIONS FROM REBECCA AND SOME ‘TOOLS OF THE TRADE’

2018-12-07T14:54:40+00:00

“Without continual growth and progress, such words as improvement, achievement, and success have no meaning.”
−Benjamin Franklin

It’s October, so autumn is here for real, even if the leaves aren’t turning color where you are. For me, fall represents reflection and change. It’s my favorite time of year. For us here at J.R. Bruno & Associates we’re starting […]

SBA LENDERS: AUTUMN IS HERE, SO CHANGES ARE COMING – REFLECTIONS FROM REBECCA AND SOME ‘TOOLS OF THE TRADE’2018-12-07T14:54:40+00:00

FROM RICHARD JEFFREY @ J.R. BRUNO … SEE YOU AT NADCO’S ANNUAL MEETING OCTOBER 16-18 IN FORT LAUDERDALE!

2018-10-25T15:57:49+00:00

It’s time for another NADCO Annual Meeting and, as always, I’m looking forward to it. The meeting is a wonderful opportunity to catch up with old friends and colleagues, meet new ones, and swap stories about our loan programs. And of course, it’s the place to learn the latest trends in our industry and hot-off the […]

FROM RICHARD JEFFREY @ J.R. BRUNO … SEE YOU AT NADCO’S ANNUAL MEETING OCTOBER 16-18 IN FORT LAUDERDALE!2018-10-25T15:57:49+00:00

LOAN REVIEWS: PART OF YOUR ANNUAL BUDGET DISCUSSION? THEY SHOULD BE. HERE’S WHY!

2019-01-09T19:17:18+00:00

We’re into the 4th Quarter so about now you’re conducting annual budget discussions and strategic planning for the next fiscal year. At the same time, you should be scheduling internal loan reviews in preparation for yearend reporting because it’s critical for your leadership to know the quality of your loan portfolio.

Why are loan reviews important? We […]

LOAN REVIEWS: PART OF YOUR ANNUAL BUDGET DISCUSSION? THEY SHOULD BE. HERE’S WHY!2019-01-09T19:17:18+00:00

September 2018

JRB e ALERT! TYING THE KNOT: UPDATED SBA FORM 159 UNITES 7(a) AND CDC/504 PROGRAMS

2018-10-24T19:07:43+00:00

SBA Form 159 (7a) and SBA Form 159(504) are now a couple – wedded into one document titled SBA Form 159, Fee Disclosure and Compensation Agreement, which will serve both programs. With an eye to simplified information collection, SBA Information Notice 5000-18012 effective September 14, 2018, announced the updated form.

SBA lenders: You’re required to […]

JRB e ALERT! TYING THE KNOT: UPDATED SBA FORM 159 UNITES 7(a) AND CDC/504 PROGRAMS2018-10-24T19:07:43+00:00

JRB’S LORI MC CAUSLAND: ON BOARD FOR 5-PLUS YEARS – AND STILL ENJOYING THE RIDE!

2018-11-29T16:41:02+00:00

I’m a “look forward” kind of person, so reflecting on the past isn’t really my thing. But I guess my 5-plus years with J.R. Bruno & Associates gives me a reason. It’s been an amazing ride. I’m still happily on board – and charging ahead!

I joined JRB in December 2012, coming in from the client side, […]

JRB’S LORI MC CAUSLAND: ON BOARD FOR 5-PLUS YEARS – AND STILL ENJOYING THE RIDE!2018-11-29T16:41:02+00:00

SBA’S ‘ALL APPROPRIATE INSURANCE’ REQUIREMENT … WHAT’S ‘APPROPRIATE’ INSURANCE? WELL, THAT’S EASY.

2018-11-29T16:41:21+00:00

At JRB, we perform annual loan reviews for lenders across the country. Yet often we get questions from lenders asking why their reviewer criticized one thing or another – even if we’re not performing their review. Among the most common questions: “The review says that we didn’t take ‘all appropriate’ insurance. What does that mean?”

It’s common […]

SBA’S ‘ALL APPROPRIATE INSURANCE’ REQUIREMENT … WHAT’S ‘APPROPRIATE’ INSURANCE? WELL, THAT’S EASY.2018-11-29T16:41:21+00:00