
Lori N. McCausland
Mar 1
When Two Become One, in Three Parts: Part II
Part I of our series on how to handle the SBA portfolio during a merger – discussed what you need to do before the merger: assessing the...

Lori N. McCausland
Feb 5
When Two Become One, in Three Parts: Part I
Mergers are seldom easy, no matter what industry you’re in. Bank mergers, with all the associated regulations and financial...

Lori N. McCausland
Feb 4
Streamlining Processes for Better Results
Banks have a deserved reputation of being traditionalists, slow to adopt new technologies and often bound up in “how we’ve always done it...

Rebecca Mendoza
Nov 21, 2024
Avoid the Year-End Rush!
Hard to believe, but we’re well into the fourth – and final! – quarter of the year. So there’s a lot going on, not the least of which is...

Rebecca Mendoza
Jul 10, 2024
SBA Lender Training Saves Time and Money!
Sometimes, a client’s annual SBA loan review uncovers a pattern. That’s when we recommend one of our SBA lender training classes. This...

Rebecca Mendoza
Jun 4, 2024
Rebecca Mendoza: a Proud SBA 7(a) Geek
SBA Consultant We all have that thing – you know, the thing that keeps our attention, that energizes and challenges us. When I was a kid,...