B.A.A.G.G.L. Calendar of Events

BAY AREA ASSOCIATION OF GOVERNMENT GUARANTEED LENDERS
(Non-profit Corporation)

Please take note that for 2001, we will have three (3) training venues in order to reach as many members as possible.

SBA Entrepreneur Center (SFO)              -455 Market St., 6th floor, San Francisco
SBA Entrepreneur Center (SJ)                 -84 West Santa Clara St., Suite 100, San Jose
SBA Sacramento District Office (SAC)   -SMUD Customer Service Center, Headquarter Conference Center
                                                                6201 S Street, Sacramento

Class location will be identified by the initials for each location. All classes, unless otherwise noted, will be held from 9:00 a.m. until 12:00 p.m. Fees for the training sessions go to cover materials and breaks. Unless specifically noted, training fees for 2001 are as follows:

BAAGGL Member: $25 for the first attendee, $15 for each additional attendee
Non-BAAGGL Member: $30 for each attendee, $20 for each additional attendee

For information and registration, call Fernando Alvarez at (408) 494-0295

Wed., January 17 Location: SFO	SBA Lending 101 - Application and Authorization Target: Lenders expanding their SBA program beyond the occasional loan. New staff of GP and CLP Lenders. Training on the Wizard is included in this session.
Wed., February 14 Location: SJ	Business Valuation - A Market Perspective Target: Lenders that finance Business Acquisitions. Presenter is Gary Allen. Fee for the course is $75 for BAAGGL members and $85 for Non-members. A 60 page manual to be provided will be the focus of the course. Course will run from 9:00a.m. to 5:00p.m. Lunch will be provided.
Wed., February 21 Location: SFO	SBA Lending 101 - Closing and Documentation Target: Lenders expanding their SBA program beyond the occasional loan. New staff of GP and CLP Lenders. Training on the use of the Note and Guarentee is included in this session.
Th./Fri., March 15-16 Location: SJ	Understanding the SOP 50-10 Target: All lenders interested in brushing up on the SBA Bible! Includes Revision E. Presenter is Kent Moor from NAGGL. Fee for this course is $200 for BAAGGL members and $210 for Non-Members. A current SOP 50-10, text book and slide notes will be provided. Course will run from 9:00 a.m. to 5:00p.m. with lunch included.
Thur., March 22 Location: SAC	SBA Lending 101 - Servicing and Liquidation Target: Lenders expanding their SBA program beyond the occasional loan. New staff of GP and CLP Lenders
Wed., March 28 Location: SFO	SBA Lending 101 - Servicing and Liquidation Target: Lenders expanding their SBA program beyond the occasional loan. New staff of GP and CLP Lenders
Mon., May 7 Location: SFO	BAAGGL Annual Conference Target: Lenders and their staff involved with SBA Lending. Where: The Argent Hotel, 50 Third Street, San Francisco. 9:00a.m. to 5:00p.m. Details to follow.
Thur., May 17 Location: SAC	Business Valuation - A Market Perspective Target: Lenders that finance Business Acquisitions. Presenter is Gary Allen. Fee for the course is $80 for BAAGGL members and $90 for Non-members. A 60 page manual to be provided will be the focus of the course. Course will run from 9:00a.m. to 5:00p.m. Lunch will be provided.
Wed., June 6 Location: SJ	Preparing for a PLP Review Target: Lenders who are scheduled for their yearly PLP review. Focus will be on the process and items that the review team will be looking for. Course will run from 9:00a.m. to 4:00p.m. Lunch will be provided.
Wed., June 20 Location: SFO	Business Valuation - SBA Requirements Target: Lenders that finance Business Acquisitions. Learn the different valuation methods used by the SBA. Course will run from 9:00a.m. to 4:00p.m. Lunch will be provided.
Wed., July 11 Location: SJ	Setting up an SBA Department - Get it Running and Market It! Topics include: SBA Department plan preparation, developing policies and procedures, modes of operational structure, personnel issues, creating a marketing plan, loan production and marketing strategies. Presenter is Joanna R. Bruno. Fee for this course is $45 for BAAGGL Members and $55 for Non-Members. Course will run from 9:00a.m. to 5:00p.m. Lunch Provided.
Wed., July 25 Location: SFO	SBA Financial Analysis Target: Lenders involved in the underwriting process. Presenter is Kent Moon from NAGGL. Fee for this course is $170 for BAAGGL members and $180 for Non-Members. Topics covered include: the tools of financial statement analysis, analysis of repayment ability, working capital, equity contribution, affiliation, change of ownership situations, debt repayment, collateral and start ups. Course will run from 9:00a.m. to 5:00p.m. Lunch Provided.