JRB Hosts SBA Closing Training with Expert Jan Garlitz Sept 23-25, 2019!


Sept. 23-25, 2019


Economic Development Co. of Lancaster PA  
115 East King Street
Lancaster, PA 17602
Light refreshments and lunch will be served.


Holiday Inn Lancaster
26 East Chestnut Street
Lancaster, PA 17602
(Walking distance from the EDC

Hotel Group Rate 
$139/night includes full buffet breakfast and parking. For the Group Rate, make your reservation by Sept 11, 2019. 

  • Block Name: JR Bruno & Associates
  • Block Code: JRB
  • Block Dates: September 22nd – 25th 2019
  • Phone number for reservations:
    717-394-0900 or 888-465-4329 (reference the arrival date and the block name)
  • Direct Booking Link: Holiday Inn Lancaster Reservation Link

Airport Information 
Access the course location from the Lancaster, PA Airport, BWI Airport, Dulles International, or the Harrisburg PA Airport.


  • 3-Day Package: $899/participant

  • 3-Day Package/Group Discount: $699/participant 
    (Groups of 2 or more from the same organization)

  • 3-Day Package/Federal Government Employee:$699/participant 

  • 1-Day Only Price*, Sept. 23: $299/participant

  • 1-Day Only Group Price*, Sept. 23: $249.00/participant

    *1-Day session recommended for banks, credit unions, CDC loan officers, BDOs, and institutions new to 504 lending.

Your JRB Contact

Lori McCausland, Senior Associate
J.R. Bruno & Associates

Learn from the Best: SBA 504 Expert Jan Garlitz to Conduct
All-Inclusive 3-Day In-Person Training Sept. 23-25, 2019!

We’re excited to host this event! For the first time in five years renowned SBA 504 expert Jan Garlitz will conduct her comprehensive SBA 504 Loan Closing Course in person.

Janice (Jan) E. Garlitz is a Designated Attorney with more than 19 years of experience creating, updating and teaching the 504 Loan Closing and 504 Loan Closing Update Courses. She serves
as Closing Counsel for multiple CDCs and has 29 years of experience closing SBA 503/504
32 years of experience closing SBA 7(a) Loans and 29 years of experience teaching
adult legal education courses. 


Comprehensive 3-Day Training
An 18 hour overview of SBA 504 and 7(a) Loan Programs and 
soup-to-nuts instruction on every facet of SBA 504 Loan Closings. 
You’ll be fully equipped to close 504 Loans!  

Banker and Loan Officer 1-Day Track Sept. 23 
What you need to market and participate in 504 Loans!
Session will familiarize bankers and CDC loan officers with the
SBA Loan Programs, EPC/OC, Interim and Third-Party
Loan requirements, Borrower Contribution and Use of Loan Proceeds.


Who should attend? CDC executives and staff, attorneys and paralegals representing CDCs and lenders, and bankers and bank staff participating in SBA 504 loans. Successful completion of this course constitutes attendance at an SBA-approved 504 loan closing training course
per SOP 50 10 5.

Need CLE hours? Course has been approved in more than 25 states for 18 hours of CLE (No Ethics CLE). Attorneys seeking CLE credit need to apply individually. Jan Garlitz can help with the application. See her at the event.

What you’ll get...
Training follow-up online to downloadable
and searchable materials and forms:

3-Day Participants:

  • Course Manual. Fully annotated to SBA statutes, regulations, SOPs, National Authorization Boilerplate and Forms. Includes Acronyms used in 504 Loans. More than 600 searchable pages.
  • Forms Manual. More than 100 forms, including all SBA Forms with instructions, Sacramento Loan Processing Center forms for closing 504 Loans, and over 50 sample forms.
  • PowerPoint. Over 780 slides covering all aspects of 504 Loan Closings.
  • Case Studies. Two case studies on completing SBA Forms, conducting a 504 Closing and dealing with problems in closings.
  • Updates. Any changes to 504 Loan Closings, including changes to regulations, SOPs or Forms provided through December 31, 2019. 
  • Certificate of Completion. Jan Garlitz will report your attendance to SBA. 

1-Day Participants:

  • PowerPoint. Over 300 slides covering the SBA Loan Programs, EPC/OC Loans, Borrower Contribution, Use of Proceeds and Interim and Third Party Loans
  • SBA Forms:  SBA Forms required for Interim and Third Party Lenders and Sample Lease Addendum to fix EPC/OC lease issues.

If this training doesn’t fit into your schedule, we may be able to bring it to your areaLet us know!

 We look forward to seeing you! 

Your JRB Team