SBFI Named Among Top 50 MSF Small Business Finance Influencers

For Release September 21, 2015, 2:00 p.m.
Contact: Marilyn Pearlman 404.298.6910 

Atlanta, GA — September 21, 2015  Charles Green, Managing Director of The Small Business Finance Institute (SBFI) announced that SBFI was named among MarketStreet Funders “Top 50 Small Business Finance Influencers,” which was announced Friday by the MarketStreet’s website. The company is based in Wilmington DE.

According to MarketStreet’s Tom Abel, “When it comes to small business finance and MarketStreetFunder-Top-50-Influencersfunding, these great small business finance minds go above and beyond to help business owners understand how to run their businesses, tackle their finances, and fund their growth.”

Green commented, “We’re humbled to have been recognized for efforts to boost small business financing through our blog pages and social media channels. Our posts in “AdviceOnLoan” have attracted thousands of followers weekly and provides information interpreted through the lens of a commercial lending. This kind of reflection is challenging to consider when lenders are in the heat of battle trying to win the next deal–I believe the service we provide is invaluable to their efforts,” said Green.

“I want to take this opportunity to recognize our excellent editorial staff, who provides the research and content development every day,” he continued.

Green formed SBFI to provide training and resources to the commercial lending sector and has a 35+ 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 professional development training 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

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SBFI Endorses “Small Business Borrowers’ Bill of Rights”

For Release August 14, 2015, 8:00 a.m.
Contact: Marilyn Pearlman 404.298.6910 

Atlanta, GA — August 14, 2015   Charles Green, Managing Director of The Small Business Finance Institute (SBFI) announced that the company ‘enthusiastically’ endorses the “Small Business Borrowers’ Bill of Rights,” which was announced last week in Washington DC by the Responsible Business Lending Coalition.

According to the coalition’s website, “The way small businesses borrow money is being Small Business Borrowers Bill of Rightstransformed. Innovators are providing faster and easier ways to borrow, and increasing access to credit in communities that have been underserved. This transformation will achieve its potential only if it is built on transparency, fairness, and putting the rights of borrowers at the center of the lending process. To that end, we have identified the fundamental financing rights that we believe all small businesses deserve. We encourage the entire small business financing industry to join us in upholding these rights.”

Green commented, “Fintech lending is emerging from a long list of technological advances and is coming of age, and in the process, has introduced new parties in the business financing arena. Some of these parties don’t respect the traditions of the trade and their practices made many of the clients actual victims of financial abuse.” He continued, “I applaud the coalition’s work to get out in front of these issues and tackle them with honor and sincerity; I hope that many more lenders will step up to honor the borrower’s bill of rights. SBFI advocates for sound lender performance with respect of the highest ethical standards and fair dealing with client.” said Green.

Green formed SBFI to provide training and resources 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 professional development training 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

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Green to Lead Panel at LEND 360

For Release July 27, 2015, 8:00 a.m.
Contact: Marilyn Pearlman 404.298.6910 

Atlanta, GA — July 27, 2015   The Small Business Finance Institute (SBFI) announced that its Managing Director, Charles Green, will lead a panel discussion at LEND 360, an international conference organized to gather participants and confront challenges in the growing online lending industry, in Atlanta, October 13-15, 2015.

As disruptive lending products, models and competition continue to grow rapidly in the Lend360small business lending marketplace, innovators are beginning to grapple with issues related to growth, and face questions about regulation, interest-rate risk, and opportunity. And, with the steady restoration of traditional bank profitability and capitalization, all eyes are watching to see how the industry respond to these online upstarts.

“Fintech lending is emerging from a long list of success stories and coming of age–after two successful IPOs in this sector and the market capitalization of fintech companies in the VC stage topping $1 trillion, investors are taking this industry seriously as they turn their aim to competing head-on with the banking industry. I look forward to being a part of this ongoing conversation at LEND 360, where the finance sector is turning to to learn what’s next in this business.” said Green.

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

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Green to Address Atlanta Federal Reserve’s Bank Credit Workshop

For Release July 7, 2015, 8:00 a.m.
Contact: Marilyn Pearlman 404.298.6910 

Atlanta, GA — July 7, 2015   The Small Business Finance Institute (SBFI) announced that its Managing Director, Charles Green, will address participants of the Atlanta Federal Reserve’s Bank Credit Workshop in Atlanta, July 28-30, 2015. His topic will be “Alternative Lending.”

As disruptive lending products and models continue to grow rapidly in the small business Atlanta Federal Reservelending marketplace, any tradition bank lenders and regulators are beginning to take notice and ask important questions about regulation, innovation, and opportunity. While technology has given passage for investors to deploy data for innovative underwriting,  questions remain as to how should and will traditional banks respond?

“The stealth rise of  the innovative lending sector has caught many community banks flat-footed, as they fought for survival following the financial crisis. Today the face many important issues that will alter their business for years to come, and the digital marketplace is at the top of the list,” said Green.

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

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Green to Address 2nd Annual AltLend Summit

For Release April 25, 2015, 8:00 a.m.
Contact: Marilyn Pearlman 404.298.6910

Atlanta, GA — April 25, 2015   The Small Business Finance Institute (SBFI) announced that its Managing Director, Charles Green, will be among the national finance leaders to address the planned 2nd Annual AltLend Summit: Innovative Finance for Small Business Conference in New York City, July 20-21, 2015.

As disruptive lending products and models continue to send shockwaves throughout the B955_180x150_FMP324 (3)small business lending landscape, the time has come to ask some important questions about regulation, innovation, and opportunity. While technology enabled investors to employ alternative data sources and innovate financial underwriting, major questions remain as to how will traditional banks respond?  Is customer adaptation inevitable or sustainable?  Can current models and products be benchmarked and stress-tested?  Where will the next disruption come from—new data sets?  Industry alliances?  Regulation?

“Last year, ALTLend was the first place that the innovative lending sector met to learn from each other and try to begin cooperating together on a number of important issues they each face: regulation, credit information sharing and pricing transparency,” said Green. “I fully expect this meeting will be overflowing to keep that conversation growing.”

The conference will also include speakers from participating companies Lendio, SmartBiz, PayNet, Biz2Credit, Funding Circle, Kabbage, QED Investors, TD Bank, Business Backer and more.

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

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Green to Address SBA Lenders in Seattle District

For Release April 1, 2015, 8:00 a.m.
Contact: Marilyn Pearlman 404.298.6910 

Atlanta, GA — April 1, 2015   The Small Business Finance Institute (SBFI) announces that Managing Director Charles H. Green will deliver the keynote address to the fourth annual Seattle District SBA Lender’s Conference on Thursday, April 30th.  The conference is organized and presented each year by the Seattle District Office of the U.S. Small Business Administration.

The conference is intended to provide the District’s participating SBA lenders at all stages of lending experience with relevant information, tools and insights to serve small business clients better, particularly with SBA resources. In addition to Green, the conference will feature:

  • Legal Perspectives on Environmental Due Diligence, Alan Blotch, President of Aerotech Environmental;
  • Franchise Outlook and Opportunities, Kate Bartosik, Senior Business Intelligence Advisor, FRANdata;
  • Optimizing Change of Ownership Outcomes, William Hanlin, CPA, Hanlin, Moss and Yi;
  • SBA Secondary Market Outlook and Opportunities, Christopher Dean, Coastal Securities;

As a former SBA lender with many years of history working with several SBA District Offices, I know from experience the value of regular meetings with the ‘district family,’ to ensure that all parties get the latest information and support from the greater community of SBA lenders,” said Charles Green. “And as I’ve witnessed over the years, some Districts make these opportunities more meaningful than others, which certainly improves the SBA lending environment in those Districts.”

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

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Green to Address Atlanta SCORE Chapter

For Release March 9, 2015, 8:00 a.m.
Contact: Marilyn Pearlman 404.298.6910 

Atlanta, GA — March 9, 2015   The Small Business Finance Institute (SBFI) announces that Managing Director Charles H. Green will address the monthly meeting of the Atlanta Chapter of the Senior Corps of Retired Executives (SCORE), on Thursday, March 12th.  The chapter is affiliated with the Atlanta District Office of the U.S. Small Business Administration, and includes more than fifty area volunteers that mentor small business owners. The local Chair is Bob Yancy.

The local chapter acts as an extension of the national office of SCORE and serves to recruit SCOREmembers, provide information and training, and to promote the use of SCORE volunteers in the business community. Their regular meetings are frequently attended by other business people experienced in a particular field, who share insight into the current trends in various business disciplines.

SCORE serves an important mission of funneling years of valuable business experience to the next generation of entrepreneurs and business owners,” said Charles Green. “As I’ve witnessed over the years in my experience as a lender and a supporter, SCORE volunteers can make a real difference in the future prospects of a business enterprise.”

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

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Green to Address National Alliance of Commercial Loan Brokers

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

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

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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

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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   

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

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