Expert Facilitators at Your Service

J. R. Bruno & Associates are experienced workshop facilitators. We offer a wide range of staff development courses to meet your needs. Our courses will infuse your organization with the technical and marketing knowledge needed to successfully administer an SBA program.

We offer several pre-designed workshops or can create a workshop designed to meet your specific needs. Workshops can be conducted at your offices or we can find an offsite location. We offer competitive hourly and day rates to meet your training needs and there are no limitations on the number of attendees per workshop.

J. R. Bruno & Associates has conducted with excellent results, the following workshops to assist new and experienced SBA lenders:

Technical Training for Banks & Credit Unions

• Comprehensive SBA Training
• Member Business Lending for Credit Unions
• Advantages of Member Business & SBA Lending
• Pitfalls of Member Business & SBA Lending
• How to Process Member Business & SBA Loans Efficiently and Profitably
• Determining SBA Eligibility & Key Underwriting Techniques
• Understanding Profitability of SBA Loans
• Loan Policy/Development
• Business Plan Basics
• Checklist of Loan Memorandum Issues
• Code of Federal Regulations/SOP
• Comparison of 504 vs. 7(a)
• Conducting a Site Visit
• Construction Loan Process Basics
• Creating a Loan Authorization
• Debt Service Analysis
• Standard Loan Conditions
• Writing a Comprehensive Loan Memorandum

Marketing Training for Banks & Credit Unions

• Marketing & Sales Strategies for Successful Member Business & SBA Lending Building the Referral Pipeline
• Marketing the Product/Customer Match
• Writing the Sales Presentation
• How to Get More from Your Internal Resources
• Establishing Successful Lender Marketing Programs
• Developing Sources for New Business

Continuing Education Credits:

J.R. Bruno & Associates facilitates continuing education credits for key referral sources on behalf of financial institutions. J.R. Bruno & Associates is approved to administer Continuing Education Credits for Accounting Professionals, Attorneys, Realtors and Loan Brokers. To earn these credits, we offer participants a two and a half hour program on SBA lending. This is an excellent opportunity for these professionals to meet annual education credit requirements, plus find new avenues to assist your clients. If you are interested in sponsoring a continuing education credit program, please contact us for further details. This is an excellent opportunity to create a win-win situation for your financial institution and key referral sources.