{"id":1565,"date":"2026-05-14T21:23:38","date_gmt":"2026-05-14T21:23:38","guid":{"rendered":"https:\/\/test-uwsp-multi.pantheonsite.io\/continuing-education-and-outreach\/?page_id=1565"},"modified":"2026-05-15T16:02:17","modified_gmt":"2026-05-15T16:02:17","slug":"sba-fundamentals-workshop","status":"publish","type":"page","link":"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/homepage\/small-business-development-center\/sbdc-conferences-and-training\/wisconsin-lenders-conference\/sba-fundamentals-workshop\/","title":{"rendered":"SBA Fundamentals Workshop"},"content":{"rendered":"\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"379\" src=\"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/Wisconsin-Lenders-Conference-2026-1024x379.png\" alt=\"\" class=\"wp-image-1608\" srcset=\"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/Wisconsin-Lenders-Conference-2026-1024x379.png 1024w, https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/Wisconsin-Lenders-Conference-2026-300x111.png 300w, https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/Wisconsin-Lenders-Conference-2026-768x284.png 768w, https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/Wisconsin-Lenders-Conference-2026.png 1170w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Wednesday, May 13, 2026&nbsp;<br>Kalahari Resort&nbsp;&amp;&nbsp;Convention Center&nbsp;Wisconsin Dells, Wisconsin\u200b\u200b<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">SBA Fundamentals Workshop |&nbsp;1:30-4 p.m.&nbsp;<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Reception&nbsp;| 4-6 p.m.<\/h2>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Registration<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>FREE Workshop\u200b!&nbsp;\u200b\u200b<\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">\u200bRegistration now closed!&nbsp;<\/h2>\n\n\n\n<p>*Please note:&nbsp;Although this workshop is scheduled the day before the Wisconsin&nbsp;Lenders Conference at the Kalahari, it is a separate event from the Wisconsin Lenders Conference. You must&nbsp;pre-register&nbsp;for this workshop in order to attend. This event is open to anyone, you do not have to be a Wisconsin Lenders Conference attendee in order to qualify to register.&nbsp;<\/p>\n\n\n\n<p>Registration for the reception is collected alongside the SBA Workshop registration. Please indicate on your registration&nbsp;that you will be attending the reception.<\/p>\n\n\n\n<p>If you have questions regarding registration, please reach out to UW-Stevens Point Continuing Education at&nbsp;<a href=\"mailto:%20uwspce-bus@uwsp.edu\" target=\"_blank\" rel=\"noreferrer noopener\">uwspce-bus@uwsp.edu\u200b<\/a><\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Presenters<\/h2>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile\" style=\"grid-template-columns:22% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/Jill-Faber.png\" alt=\"\" class=\"wp-image-1614 size-full\" srcset=\"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/Jill-Faber.png 500w, https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/Jill-Faber-300x300.png 300w, https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/Jill-Faber-150x150.png 150w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h2 class=\"wp-block-heading\">Jill Faber<\/h2>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-left\">Lender Services Manager<\/h3>\n\n\n\n<p class=\"has-text-align-left\">Jill started her career as a Personal Banker in 2004 with Wells Fargo Bank. In 2007 she made the switch to commercial banking and was employed with Hometown Bank (since acquired by Bank First), an SBA Express and PLP Lender, as a Credit Analyst for 16 years. She has extensive knowledge of the 7(a) SBA loan programs including origination (underwriting &amp; packaging), servicing and liquidation. Jill has been a Lender Services Manager with WBD since September 2023 and has enjoyed being able to continue assisting lenders with their SBA needs.<\/p>\n<\/div><\/div>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile\" style=\"grid-template-columns:22% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/Becky-Schneider.png\" alt=\"\" class=\"wp-image-1613 size-full\" srcset=\"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/Becky-Schneider.png 500w, https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/Becky-Schneider-300x300.png 300w, https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/Becky-Schneider-150x150.png 150w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h2 class=\"wp-block-heading\"><strong>Becky Schneider<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-left\">Lender Services Manager, WBC<\/h3>\n\n\n\n<p class=\"has-text-align-left\">Becky has over 25 years of experience working with the 7(a) loan program, including 14 years at a bank that was a leading SBA Express and Preferred Lender.&nbsp; She has been with WBD for 14&nbsp;years and currently oversees 7(a) packaging services for lender clients.&nbsp; Becky\u2019s areas of expertise include SBA 7(a) eligibility and compliance with SOP requirements.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"uwsp-accordion blockspacetop blockspacebottom\"><div class=\"accordion\" id=\"\"><div class=\"card-intro\" style=\"text-align:left\"><h2 class=\"h2\">Workshop Timeline<\/h2><div class=\"acc-intro-link\"><a href=\"\">New to SBA lending or need a refresher? Join WBD for SBA Fundamentals.<\/a><\/div><\/div><div class=\"panelcontainer nofirst\">\n<details class=\"wp-block-create-block-uwsp-accordion-section\"><summary class=\"accordion-heading\">SBA Fundamentals Workshop | 1:30 &#8211; 4 p.m.<\/summary><div class=\"accordion-content\">\n<h2 class=\"wp-block-heading\">Workshop Outline<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Why make SBA loans<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Benefits\/Outcomes for Lenders<\/li>\n\n\n\n<li>Benefits to Borrowers<\/li>\n\n\n\n<li>Common Objections<\/li>\n<\/ul>\n\n\n\n<p>What is your Financial Institution&#8217;s current status\/plan fro SBA Lending Program<\/p>\n\n\n\n<div class=\"wp-block-group is-layout-grid wp-container-core-group-is-layout-baef362d wp-block-group-is-layout-grid\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-8cf370e7 wp-block-group-is-layout-flex\">\n<h3 class=\"wp-block-heading\"><strong>SBA Mission&nbsp;<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Technical Assistance &amp; Counseling<\/li>\n\n\n\n<li>Financial Assistance<\/li>\n\n\n\n<li>Contracting Assistance<\/li>\n\n\n\n<li>Disaster Recovery<\/li>\n\n\n\n<li>Advocacy, Laws, &amp; Regulations<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-8cf370e7 wp-block-group-is-layout-flex\">\n<h3 class=\"wp-block-heading\"><strong>Financial Assistance&nbsp;<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access to capital<\/li>\n\n\n\n<li>Lender protection &amp; Reduced risk via govt loan guarantee<\/li>\n\n\n\n<li>Borrower friendly terms not otherwise available&nbsp;<\/li>\n\n\n\n<li>Must have reasonable assurance of repayment<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-8cf370e7 wp-block-group-is-layout-flex\">\n<h3 class=\"wp-block-heading\"><strong>SBA Loan Program Overview<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Types&nbsp;<\/li>\n\n\n\n<li>Basic Program Parameters<\/li>\n\n\n\n<li>Best Utilization of Programs<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-8cf370e7 wp-block-group-is-layout-flex\">\n<h3 class=\"wp-block-heading\"><strong>SBA Governance Overview<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Law<\/li>\n\n\n\n<li>CFR<\/li>\n\n\n\n<li>SOPs \u2013 Origination and Servicing<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-8cf370e7 wp-block-group-is-layout-flex\">\n<h3 class=\"wp-block-heading\"><strong>SBA Lending Process Overview<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Critical Steps<\/li>\n\n\n\n<li>Lender Responsibilities<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-8cf370e7 wp-block-group-is-layout-flex\">\n<h3 class=\"wp-block-heading\"><strong>How to move forward<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>750 Agreement<\/li>\n\n\n\n<li>Staffing<\/li>\n\n\n\n<li>Internal<\/li>\n\n\n\n<li>Outsource<\/li>\n\n\n\n<li>Policy\/Process\/Procedures<\/li>\n\n\n\n<li>Prudent Practices<\/li>\n\n\n\n<li>Avoid Loan Guaranty Repairs &amp; Denials\/Common Findings<\/li>\n\n\n\n<li>Subscribing to Updates from SBA<\/li>\n\n\n\n<li>Other Resources available\u200b<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-create-block-uwsp-accordion-section\"><summary class=\"accordion-heading\">Reception | 4 &#8211; 6 p.m.<\/summary><div class=\"accordion-content\">\n<h2 class=\"wp-block-heading\">Join WBD for an evening of networking!&nbsp;<\/h2>\n\n\n\n<p>WBD will be hosting an evening reception following their SBA Fundamentals workshop. Workshop attendees,&nbsp;Lenders Conference attendees and anyone is&nbsp;welcome to attend, network, and enjoy happy hour drinks.\u200b&nbsp;<\/p>\n<\/div><\/details>\n<\/div><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Event Coordinator<\/h2>\n\n\n\n<p>\u200bThis program is coordinated and put on by WBD\u200b\u200b. If you have any questions on the content of the workshop, please reach out to WBD Lender Services at 608.316.7143 or email <a href=\"mailto:LenderServices@wbd.org\">LenderServices@wbd.org<\/a>\u200b.&nbsp;<\/p>\n\n\n\n<p>If you have questions regarding registration, please reach out to UW-Stevens Point Continuing Education at <a href=\"mailto:%20uwspce-bus@uwsp.edu\" target=\"_blank\" rel=\"noreferrer noopener\">uwspce-bus@uwsp.edu\u200b<\/a>\u200b as they are managing registration for WBD.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile is-vertically-aligned-center\" style=\"grid-template-columns:25% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"391\" src=\"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/wbd-logo-1024x391.png\" alt=\"\" class=\"wp-image-1332 size-full\" srcset=\"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/wbd-logo-1024x391.png 1024w, https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/wbd-logo-300x114.png 300w, https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/wbd-logo-768x293.png 768w, https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/05\/wbd-logo.png 1038w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.wbd.org\/\">WBD Homepage<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Wisconsin Lenders Conference<\/h2>\n\n\n\n<p>If you would like to learn more about the Wisconsin Lenders Conference\u200b that is scheduled the day after the WBD workshop, please visit the UW-Stevens Point Continuing Education Wisconsin Lenders Conference\u200b event page.&nbsp;\u200b\u200b<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\">Return to the Main <br>Wisconsin lenders conference page<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance.&nbsp;<br>Please contact Continuing Education at 715-346-3838 or&nbsp;<a href=\"mailto:uwspceweb@uwsp.edu\" target=\"_blank\" rel=\"noreferrer noopener\">uwspceweb@uwsp.edu<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-group is-layout-grid wp-container-core-group-is-layout-cdac8cac wp-block-group-is-layout-grid\">\n<figure class=\"wp-block-image size-full wp-container-content-38d9c472\"><a href=\"https:\/\/www.linkedin.com\/company\/uw-stevens-point-continuing-education\" rel=\"https:\/\/www.linkedin.com\/company\/uw-stevens-point-continuing-education\"><img loading=\"lazy\" decoding=\"async\" width=\"32\" height=\"32\" src=\"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/04\/Bug_LinkedIn.png\" alt=\"LinkedIn\" class=\"wp-image-233\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.facebook.com\/UWSPContinuingEducation\/\" rel=\"https:\/\/www.facebook.com\/UWSPContinuingEducation\/\"><img loading=\"lazy\" decoding=\"async\" width=\"32\" height=\"32\" src=\"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/04\/Bug_Facebook.png\" alt=\"Facebook\" class=\"wp-image-231\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full wp-container-content-1a2f2158\"><a href=\"https:\/\/www.instagram.com\/uwspadventuretours?utm_source=ig_web_button_share_sheet&amp;igsh=ZDNlZDc0MzIxNw==\" rel=\"https:\/\/www.instagram.com\/uwspadventuretours?utm_source=ig_web_button_share_sheet&amp;igsh=ZDNlZDc0MzIxNw==\"><img loading=\"lazy\" decoding=\"async\" width=\"32\" height=\"32\" src=\"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-content\/uploads\/sites\/68\/2026\/04\/Bug_Instagram.png\" alt=\"Instagram\" class=\"wp-image-232\"\/><\/a><\/figure>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Wednesday, May 13, 2026&nbsp;Kalahari Resort&nbsp;&amp;&nbsp;Convention Center&nbsp;Wisconsin Dells, Wisconsin\u200b\u200b SBA Fundamentals Workshop |&nbsp;1:30-4 p.m.&nbsp; Reception&nbsp;| 4-6 p.m. Registration FREE Workshop\u200b!&nbsp;\u200b\u200b \u200bRegistration now closed!&nbsp; *Please note:&nbsp;Although this workshop is scheduled the day before the Wisconsin&nbsp;Lenders Conference at the Kalahari, it is a separate event from the Wisconsin Lenders Conference. You must&nbsp;pre-register&nbsp;for this workshop in order to attend. [&hellip;]<\/p>\n","protected":false},"author":73,"featured_media":0,"parent":1416,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1565","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-json\/wp\/v2\/pages\/1565","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-json\/wp\/v2\/users\/73"}],"replies":[{"embeddable":true,"href":"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-json\/wp\/v2\/comments?post=1565"}],"version-history":[{"count":8,"href":"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-json\/wp\/v2\/pages\/1565\/revisions"}],"predecessor-version":[{"id":1652,"href":"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-json\/wp\/v2\/pages\/1565\/revisions\/1652"}],"up":[{"embeddable":true,"href":"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-json\/wp\/v2\/pages\/1416"}],"wp:attachment":[{"href":"https:\/\/www.uwsp.edu\/continuing-education-and-outreach\/wp-json\/wp\/v2\/media?parent=1565"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}