Webinar Gallery
![[Website Graphic] 2025 SBIC CT Primer - Digital Lunch and Learn (1)](https://sbia.org/wp-content/uploads/sites/880/bb-plugin/cache/Website-Graphic-2025-SBIC-CT-Primer-Digital-Lunch-and-Learn-1-landscape.jpg "[Website Graphic] 2025 SBIC CT Primer - Digital Lunch and Learn (1)")
[Digital Lunch & Learn] Understanding & Navigating SBIC Accrual Funds
Wednesday, August 13 | 12-1pm ET
Designed to facilitate equity-focused investment funds and longer-term investment in small businesses, the SBIC Accrual Program offers unique fundraising and leverage advantages for investors that may struggle to obtain financing. Hear directly from fund managers who have successfully launched SBIC Accrual Funds as they share:
- Why they joined the program and the difference between accrual and standard debenture SBICs
- 30,000 foot overview of how program works - draws, performance checks, accrual period, etc.
- Investor feedback and education - how they communicate with advisory committees
- Experiences with the application process as it is a new license w/ associated requirements
- Pitfalls and lessons learned from SBIC Accrual Fund managers
![[Website Graphic] 2025 SBIC CT Primer - Digital Lunch and Learn](https://sbia.org/wp-content/uploads/sites/880/bb-plugin/cache/Website-Graphic-2025-SBIC-CT-Primer-Digital-Lunch-and-Learn-landscape.jpg "[Website Graphic] 2025 SBIC CT Primer - Digital Lunch and Learn")
[Digital Lunch & Learn] Introduction to Critical Technology SBIC Funds
Wednesday, July 16 | 12-1pm ET
Join SBIA to hear directly from fund managers who have successfully launched SBIC Critical Technology (SBIC CT) Funds as they share:
- Why they pursued the CT license
- Details on eligible fund strategies: late stage venture, growth equity, private equity, mezzanine/credit
- Tips for pre-screening and engaging with the Department of Defense’s Office of Strategic Capital (OSC)
- Compliance strategies, due diligence lessons, and side letter considerations
- Common pitfalls and what they wish they’d known earlier
[Webinar] How to Build and Manage Boards that Drive Value Creation
Join SBIA to hear how investors and CEOs are building & leveraging private boards to drive growth and further discuss:
- Navigating board structure and member selection
- Planning for compensation
- Setting expectations and meetings best practices
- Key covenants and control strategies
- Improving board-leadership team relationships
- Determining the level of control, feedback and transparency you need to maximize the value of your board and avoid critical issues
[Webinar] Navigating Cybersecurity and Privacy Threats for SBICs
Join CohnReznick for an insightful discussion that will delve into the top risks impacting the private equity sector and explore strategies to safeguard your data. This discussion will include perspectives on:
- Deals: Understand why the high-value financial transactions of SBIC's attract cybercriminals and how to protect financial data.
- Portfolio Companies: What's your role in protecting your portfolio companies from cybersecurity and privacy risks?
- Fund Management: Identify regulations that may impact your cybersecurity and privacy policies and procedures, and map best practices to comply.
[Webinar] The Cost of Capital and the Lower Middle Market
Join RSM for an informative discussion on the current interest rate market and why changes in the weighted average cost of capital may disproportionately impact lower middle market businesses. This discussion will include perspectives on:
- Changes in interest rates and where the Federal Reserve will likely go from here
- The impact on middle market business from changes in interest rates
- What the current weighted average cost of capital means for businesses in a variety of industries and how asset managers should adapt
[Webinar] Mastering the Leveraged Draw Process: Operational Best Practices
Join CSC for an insightful webinar on the Small Business Investment Company (SBIC) leveraged draw process. Whether you’re new to the leverage process or just want a refresher, this session will provide the practical knowledge funds need. CSC's experienced professionals will discuss:
- The role of the commitment application
- How the capital activity impacts the leverage available
- Step-by-step guidance on the leveraged draw process
- Key compliance requirements for SBIC funds
[Webinar] ESG Implementation: Stories from the Field
Join FORVIS for an informative webinar highlighting real world examples of ESG implementation for private equity sponsors and portfolio companies. Through a series of case studies, we will discuss:
- Data & Reporting
- ESG Assurance
- ESG Policy & Strategy
- Regulatory Compliance
[Webinar] PE Value Creation and Use of Operating Partners in PE-Owned Businesses
Private equity firms are constantly challenged to generate significant returns in their current portfolios while continuing to identify and execute future transactions. Join us as experienced professionals from FORVIS discuss the financial and operational levers that drive value in your investments and how to turn those challenges into your competitive edge.
[Webinar] The Corporate Transparency Act Goes Into Effect on January 1. Are you Prepared?
Many businesses and their advisors are behind the curve on preparation for the Corporate Transparency Act, and noncompliance or inaccurate compliance could lead to punitive civil and criminal penalties. Join us as experienced professionals from Polsinelli take us through a fast-paced overview, providing answers to questions you didn’t know to ask.
[Webinar] The SBIC Accrual Program: The View from 30,000 Feet
Launched by the U.S. Small Business Administration in August 2023, the Accrual Small Business Investment Company fund model is designed to facilitate equity-focused investments and longer-term investments in small businesses. Learn more about this new fund model from the team at Eversheds Sutherland.
[Webinar] Unique Licensing Issues for SBICs, Accrual SBICs, and Reinvestor SBICs
The team from Troutman Pepper discusses the unique licensing requirements for small business investment companies (SBICs), with a particular focus on the new Accrual SBIC and Reinvestor SBIC fund models. Tune in for a comprehensive overview of the SBIC licensing process.
[Webinar] Audit Best Practices and Issues Impacting SBIC Funds
Whether your firm is a large fund manager with years of experience with external auditors or an emerging fund manager preparing for its first external audit, experienced professionals from FORVIS provide tips to help improve the efficiency and accuracy of the audit process.