Green to Address National Alliance of Commercial Loan Brokers

For Release February 16, 2015, 8:00 a.m.
Contact: Marilyn Pearlman 404.298.6910  Marilyn@SBFI.org

Atlanta, GA — February 16, 2015   The Small Business Finance Institute (SBFI) announces that Managing Director Charles H. Green has been chosen to address the National Alliance of Commercial Loan Brokers annual conference in Las Vegas on March 9th.

The NACLB was created to serve the growing industry of commercial loan and mortgage National Alliance of Commercial Loan Brokersbrokers. It is dedicated to serving the commercial loan and mortgage broker community and the banks and lenders who rely on brokers for deal flow. Because of the changing landscape within the small business and the commercial loan marketplace and with the entrance of new lenders and loan products, the NACLB serves to facilitate education, networking and advocacy for the commercial loan and mortgage broker.

Commercial lenders rely on intermediaries to assist them to identify qualified funding transactions from qualified small businesses, and with bank consolidation and the rapidly changing financial marketplace, this reliance will also evolve,” said Green. “As the former owner of a loan brokerage, I can attest to the fact that it’s a competitive market, and broker education is at the heart of opportunities in this business.”

Green will be part of  a panel discussion during the opening session of the conference, titled “The State of Lending Today,” moderated by Mike Rozman of Boefly.com. The conference will feature a number of lender presentations and breakout sessions discussing a broad range of topics to educate and inform loan brokers about the changing landscape of business financing.

The Small Business Finance Institute offers resources to commercial lenders to meet the challenges of client financing, industry changes and career advancement. For more info visit SBFI.org.

CHARLES GREEN IS AVAILABLE FOR INTERVIEW.

Contact: Marilyn Pearlman,  404.298.6910  or Marilyn@SBFI.org

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Green to Address SBA Secondary Market Forum

For Release November 21, 2014, 5:00 p.m.
Contact: Marilyn Pearlman 404.298.6910  Marilyn@SBFI.org

Atlanta, GA — November 21, 2014   The Small Business Finance Institute (SBFI) announces that Managing Director Charles H. Green has been chosen to address the seventh annual meeting of the SBA Secondary Market Forum, “where Wall Street meets Main Street.” The Conference co-chairs Bob Coleman, publisher of the Coleman Report, and Jordan Blanchard, Managing Director of SBA 504 Secondary Markets for Government Loan Solutions.

The forum will include an intensive day of discussions of advanced SBA secondary market The Almighty Dollarissues and include remarks by an important list of market participants, policy makers, and regulatory officials.

The secondary market for government  guaranteed lending remains an important tool for small lenders and community banks to create capital for Main Street business owners,” said Charles Green. “While it’s an honor to be invited to share my thoughts at the forum, this conference is important to me and every participating SBA lender to attend and learn the latest views and information about this evolving marketplace.”

Other conference presenters include Ann Marie Mehlum, SBA Associate Administrator for the Office of Capital Access, Bob Judge, Chief Executive Officer, Government Loan Solutions, Bill Sommer, Senior Vice President at OneWest Bank, Sanat Patel, Co-Founder & EVP Business Development, Avana Capital, Scott Evans, Partner, Government Loan Solutions, Fred Mills, President & CEO, Business Loan Capital, and Joseph Bonora, Managing Director, Aileron Capital Management.

Small Business Finance Institute offers resources to commercial lenders to meet the challenges of client financing, industry changes and career advancement. For more info visit SBFI.org.

CHARLES GREEN IS AVAILABLE FOR INTERVIEW.

Contact: Marilyn Pearlman,  404.298.6910  or Marilyn@SBFI.org

 

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SBFI Announces Formation of Advisory Board

For Release October 15, 2014, 8:00 a.m.                                                                     Contact: Marilyn Pearlman 404.298.6910  Marilyn@SBFI.org 

Atlanta, GA — October 15, 2014   Charles H. Green, Managing Director of Atlanta-based Small Business Finance Institute (SBFI) announces that the company has formed an Advisory Board to provide SBFI with strategic advice and information about the various participants and resources needed by the commercial lending sector.

Commercial lenders operate in a fast-paced environment that requires up-to-date Small Business Finance Institute 700x700information and strategic training vital to making credit decisions and managing loan growth,” said Charles Green. “With the training platform SBFI is developing, it’s essential to gather as much real-time market intelligence and experienced lending perspective as possible.”

The initial appointments to the SBFI Advisory Board include Jordan Blanchard (Government Loan Solutions, Wilmington NC), Bob Coleman (The Coleman Report, La Canada CA), Jon Daly (State Bank & Trust, Atlanta GA), Greg Dunn (Greater Texas Capital Corp., Dallas TX), Tom Gazaway (LenCred, Blackwood NJ), Jeff Judy (Jeff Judy & Associates, Minneapolis MN), Ami Kassar (MultiFunding, Philadelphia PA), Rhonda Marin (Evia Global Corp., Chicago IL), Patricia Williams (Callouch Williams & Associates, Atlanta GA), and Barry Yelton (Yelton Capital, Charlotte NC).

“These distinguished bankers and financing professionals represent a cross section of some of the most experienced and admired participants in their respective financing sectors,” said Green. “Our objective to add seasoned voices to this board from several corners of the industry has been met.”

Small Business Finance Institute offers resources to commercial lenders to meet the challenges of client financing, industry changes and career advancement. For more info visit SBFI.org.

CHARLES GREEN IS AVAILABLE FOR INTERVIEW.

Contact: Marilyn Pearlman,  404.298.6910  or Marilyn@SBFI.org

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SBFI & Coleman Report Announces Survey Results

For Release October 1, 2014, 8:00 a.m.                                                                           Contact: Marilyn Pearlman 404.298.6910  Marilyn@SBFI.org 

Charles H. Green, Managing Director of Atlanta-based Small Business Finance Institute (SBFI) and Bob Coleman, Publisher of the Coleman Report, announced the results of the 2015 SBA Lending Outlook Survey, conducted jointly between these two companies.

SBA lenders have enjoyed healthy loan volume growth over past two fiscal years,” said 2015 SBFI artworkCharles Green. “But the survey exposes that there is still some doubt or concern about the year ahead, in terms of loan approvals and competition for new business.”

63% indicated they were satisfied with program support and promotion by the SBA (vs. 61% in 2014; 33%  were not satisfied and 5% did not know).

76% indicated they expected the U.S. economy to expand during 2014 (vs. 58% in 2014; 14% did not expect growth and 11% did not know).

50% indicated their company would be hiring more people to facilitate small business loans in 2014 (vs. 39% in 2014; 30% were not expecting to hire and 21% did not know).

Opinions about the most significant barrier to funding more loans in 2015 were divided differently this year:

27% cited Restrictive Lending Policies (vs. 23% in 2014);                                                       21% cited Depressed Borrower Demand (vs. 21% in 2014);                                                     14% cited SBA Procedures (vs. 19% in 2014);                                                                           19% said All of the Above (vs. 26% in 2014);                                                                           20% said None of the Above (vs. 11% in 2014).

Full survey results are available here.

Small Business Finance Institute offers resources to commercial lenders to meet the challenges of client financing, industry changes and career advancement. For more info visit SBFI.org.

Coleman Report is a widely read newsletter that covers the SBA lending industry. For more info, visit ColemanReport.com.

CHARLES GREEN IS AVAILABLE FOR INTERVIEW.

Contact: Marilyn Pearlman,  404.298.6910  or Marilyn@SBFI.org

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Green Addresses Innovative Finance Conference

For Release September 23, 2014, 10:00 a.m. M.S.T.                                                     Contact: Marilyn Pearlman 404.298.6910  Marilyn@SBFI.org 

Las Vegas, NV — September 23, 2014 –Charles H. Green, Managing Director of Atlanta-based Small Business Finance Institute (SBFI) was a panelist this morning at the inaugural session of AltLend: Innovative Finance for Small Business, a conference organized by Financial Research Associates.

Green joined Brock Blake, President of Lendio.com and Traci Mach, a Senior Economist Charles H. Green-SBFIwith the Federal Reserve Board of Governors, for presentations on “Putting the Marketplace Under a Microscope.” Green discussed the challenges of defining exactly what a “small” business really is, noting that “there are competing uses of the phrase ‘small,’ which is often invoked to desensitize controversial issues, like granting tax breaks to single person LLCs, who might be hedge fund operators who report $20-$30 million of annual income.”

He also presented some of the disparities that exist in the SBA’s Table of Small Business Size Standards, which is the federal government’s official position as to what is small for each industry represented in the North American Industry Classification Standards. “It’s confusing when those businesses that are defined by annual sales revenues range from $750,000, such as small soy bean farmer, up to a family clothing store that can have sales as high as $38.5 million.

He also defined the size of the marketplace for small business finance, comparing two difference sources: 1) the SBA Office of Advocacy released a study that determined there was roughly $1 trillion of small business financing provided by banks, finance companies, angel investors and venture capitalists.

But it’s important to compare that to research conducted by innovative start-up NOWAccount.com, which determined that “among U.S. companies with sales of less than $20 million annually that are selling business-to-business, their aggregate revenue is roughly $7 trillion each year. And, at any given point in the year, about $1 trillion of that sum is outstanding as an account payable or receivable by these companies. That means that small business concerns themselves are one of the largest financing sources for small business concerns in the nation.”

Small Business Finance Institute offers resources to commercial lenders to meet the challenges of client financing, industry changes and career advancement. For more info visit SBFI.org.

CHARLES GREEN IS AVAILABLE FOR INTERVIEW.

Contact: Marilyn Pearlman,  404.298.6910  or Marilyn@SBFI.org

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SBFI Announces Green to Address AltLend Conference

For Release September 10, 2014, 8:00 a.m.                                                               Contact: Marilyn Pearlman 404.298.6910  Marilyn@SBFI.org 

Atlanta, GA — September 10, 2014   The Small Business Finance Institute (SBFI) announces that its Managing Director, Charles Green, will be among the national finance leaders to address the planned AltLend: Innovative Finance for Small Business Conference in Las Vegas, September 23-24.

Technology has enabled investors to employ alternative data sources and innovate ALTLEND www.frallc.com-conference lg rectanglefinancial underwriting to expedite funding approval and distribute significant sums of capital. Major questions, however, still remain.  How will traditional banks respond?  Is customer adaptation sustainable?  Can current models and products be benchmarked and stress-tested?  Where will the next disruption come from—new data sets?  Industry alliances?  Regulation?

AltLend will focus exclusively on new trends emerging in the small business finance ecosystem and assemble together bankers, investors, and innovative lenders to discuss the future of this sector.

The conference will also include speakers from participating companies Lendio, Fundation, SmartBiz, Merchant Cash & Capital, Lending Club, Dealstruck, Funding Circle, Kabbage, Creditera, Biz2Credit, IOUCentral, CAN Capital and more. In addition, representatives from the Federal Reserve Bank and the U.S. Small Business Administration will address the conference.

For more information about the conference, go to Financial Research Associates.

Green formed SBFI to provide resources and training to the commercial lending sector and has a 30+ year career in the small business financing. He recently published “Banker’s Guide to New Small Business Finance,” (2014, John Wiley & Sons) that provides insight into the innovative financing sector. In addition, he authored Get Financing Now (2012, McGraw-Hill) and The SBA Loan Book, 3rd Edition (2011, Adams Media).

Small Business Finance Institute offers resources to commercial lenders to meet the challenges of client financing, industry changes and career advancement. For more info visit SBFI.org.

CHARLES GREEN IS AVAILABLE FOR INTERVIEW.

Contact: Marilyn Pearlman,  404.298.6910  or Marilyn@SBFI.org

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SBFI Announces Banker’s Guide to New Small Business Finance

For Release September 04, 2014, 8:00 a.m.                                                               Contact: Marilyn Pearlman 404.298.6910  Marilyn@SBFI.org 

Atlanta, GA — September 4, 2014 Small Business Finance Institute (SBFI) announced that publisher John Wiley & Sons, of Hoboken NJ, has released a new book authored by SBFI Managing Director, Charles Green, titled “Banker’s Guide to New Small Business Finance: Venture Deals, Crowdfunding, Private Equity, and Technology, + Website.”

Banker’s Guide to New Small Business Finance explains how a financial bust from one Bankers-Guide-to-New-Small-Business-Finance-smperfect storm—the real estate bubble and the liquidity collapse in capital markets—is leading to a boom in the market for innovative lenders that advance funds to small business owners for growth. In the book, Green reveals how the early lending pioneers capitalized on this emerging market, along with advancements in technology, to reshape small company funding.

The book covers how small businesses are funded; capital market disruptions; the paradigm shift created by Google, Amazon, and Facebook; private equity in search of ROI; lenders, funders, and places to find money; digital lenders; non-traditional funding; digital capital brokers; and much more.

The book is a vital source information to commercial lenders who target the small business sector and whose market is being eroded by investors that are usurping the traditional provision of commercial loans.

This book is the 7th book produced by Green, a career banker and small business financier based in Atlanta. He previous works include Get Financing Now (2012, McGraw-Hill) and best-selling The SBA Loan Book (2011, Adams Media), now in its third edition.  He founded SBFI in 2010.

For more information visit Wiley.com

Small Business Finance Institute offers resources to commercial lenders to meet the challenges of client financing, industry changes and career advancement. For more info visit SBFI.org.

CHARLES GREEN IS AVAILABLE FOR INTERVIEW.

Contact: Marilyn Pearlman,  404.298.6910  or Marilyn@SBFI.org

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SBFI Announces Newsletter Launch for Commercial Lenders

For Release August 18, 2014, 8:00 a.m.                                     Contact: Marilyn Pearlman 404.298.6910  Marilyn@SBFI.org                      

Atlanta, GA — August 18, 2014   Charles H. Green, Managing Director of Atlanta-based Small Business Finance Institute (SBFI) announced that it will launch a new weekly newsletter to provide timely, vital information to commercial lenders who target the small business sector.

Commercial lenders operate in a fast-paced environment and require up-to-date Advice On Loaninformation vital to making lending decisions and managing loan portfolios,” said Charles Green. “In a world where the  media is  overwhelmed with repetitive, irrelevant information, SBFI’s newsletter, AdviceOnLoan, will offer commercial lenders a selection of articles that are important to lenders, and written with context as to why lenders will be concerned.”

The newsletter will be broadcast to subscribers via email each Tuesday morning, but new stories and updates will be posted regularly throughout the week. Readers can also access this free content via an RSS feed from SBFI.org.

Published by SBFI and edited by career banker Charles H. Green, AdviceOnLoan will feature several writers who offer a broad range of lending and business experience. The results will be germane articles that can immediately contribute to the perspective and decision-making of commercial lenders.

In addition, other SBFI site features that are available include Capital-Movements, a column that features promotions, new positions and honors received by commercial lenders across the nation. A few of these mentions will be included in the broadcast version of AdviceOnLoan, but all are accessible on the website.

Lenders can also regularly view Capital-Events, a website page that tracks the important events, conferences and workshops for commercial lenders.

Small Business Finance Institute offers resources to commercial lenders to meet the challenges of client financing, industry changes and career advancement. For more info visit SBFI.org.

CHARLES GREEN IS AVAILABLE FOR INTERVIEW.

Contact: Marilyn Pearlman,  404.298.6910  or Marilyn@SBFI.org

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