Funds Control for Multi-Draw Projects:

Join us for our next CLRM that will focus on Funds Control, with a discussion on best practices for funding and managing an SBA 7(a) or 504 construction loan from the first draw to project completion. We’ll discuss the multi-draw process, preparing for closing, setting expectations with borrowers and general contractors, and navigating the realities of the first and subsequent draws. The conversation will also cover contingencies, lien releases, substantial completion, and closing out the project, with insights on troubleshooting and managing the unexpected along the way.

Speakers:

• Amy Rowan, VP, SBA Construction Specialist  |  Fidelity Bank
• Christina Fanning, Technical Director, Construction Services  |  Partner ESI
• Kyle Gustafson (Moderator), National Client Manager  |  Partner ESI

Funds Control
Thursday, August 21, 2025
11:00 AM – 12:00 PM Pacific Time
Click here to register and watch the call On-Demand.
Download the presentation slides here.