Agenda – NACLB 2019

3 Days Of Enormous Growth Opportunities
For Both Brokers and Lenders

The Most Productive Agenda For Both Lenders And Brokers

October 4-6, 2019

DAY 0 | Thursday – October 3, 2019

3:00 – 6:00 PM

Sponsor/Exhibitor Booth Set Up and Registration

  • Please note that exhibit hall will not be open until 10/5/2019
  • Location: Registration Booth (Outside of the Exhibit Hall)

DAY 1 | Friday – October 4, 2019

7:00 AM

Sponsor/Exhibitor Booth Set Up and Registration

  • Sponsors are strongly encouraged to be set up by 12:00PM to participate in our NEW networking event with local small business owners
  • Please note that exhibit hall will not be open until 10/5/2019
  • Location: Registration Booth (Outside of the Exhibit Hall)

11:00 AM

Registration & Sponsor/Exhibitor Booth Set Up

  • Please note that exhibit hall will not be open until 10/5/2019
  • Location: Registration Booth

1:00 – 3:00 PM

Direct Connect

  • Connecting local business owners and real estate investors with over 100 banks and alternative lenders.
  • Sponsorship available for this event
  • Location: Exhibit Hall

2:00 PM

Marketing Seminar

  • In addition to the wealth of knowledge you’ll receive about commercial finance, we wanted to provide you with some insight regarding something everyone needs: marketing.
  • Location: Casablanca – General Session Room

Sponsored by:

7:00 – 9:00 PM

Opening Cocktail Reception for Brokers & Sponsors

  • Network and strengthen relationships over drinks and Hors D’oeuvres
  • Please note: NACLB Attendee Badge Required for Event Entry
  • Location: Lotus Court

Sponsored by:

9:45 PM

First Ever After Party

  • Network and strengthen relationships over drinks in our first ever after party
  • Please note: NACLB Attendee Badge Required for Event Entry
  • Location: Baraka Ballroom

Sponsored by:

DAY 2 | Saturday – October 5, 2019

7:00 AM

Registration Opens

  • Location: Registration Booth

7:30 – 8:30 AM

Continental Breakfast and Networking

  • Brokers & Lender will have the opportunity to network while fueling up for the day
  • Sponsorships available for this event: Learn More Here
  • Location: Exhibit Hall Area

Sponsored by:

8:45 – 9:15 AM

Welcoming Remarks

  • Kris Roglieri – President & CEO – Commercial Capital Training Group
  • Location: Casablanca – General Session Room

9:20 – 10:20 AM

General Session Panel The State of Lending Today

  • Learn from and engage with industry experts as they discuss today’s Commercial Lending landscape.
  • Moderator: Michael Rozman – CEO & Co-Founder – Boefly
  • Location: Casablanca – General Session Room
  • Learn about our panelists here

10:30 – 10:55 AM

Coffee/Snack break & Network

  • Chat with a broker or a lender over snacks and a Cup O’ Joe
  • Sponsorships available for this event: Learn More Here
  • Location: Exhibit Hall

Sponsored by:

11:00 – 11:55 AM – Breakout Sessions

Breakout Session 1
How to Survive Your First Year as a New Broker

Learn from successful brokers and lenders on how to survive your first year of your brokerage business.

Location: TBD

Presenter(s):

  • Ben Looney, Growth Commercial Capital
  • Tim Maloney, Quickline Capital
  • Bennett Abel, Abel Commercial Funding
  • Jonathan Baldwin, Priority Commercial Lending

Learn more about our 2019 presenters today!

Breakout Session 2
How to Pre-Underwrite Business Commercial Real Estate Loans

Learn how to calculate DSCR ratios and spread financials so that your deal gets approved.

Location TBD

Presenter(s):

  • Jon Cosentino, Prime Commercial Lending
  • Steve Glenn, ARF Financial

Learn more about our 2019 presenters today!

Breakout Session 3
Lead Generation 101 For The Finance Industry

Learn the latest techniques to generate leads through the AdWords platform

Location TBD

Presenter:

  • Amanda Flanagan, The Finance Marketing Group

Learn more about our 2019 presenters today!

Breakout Session 4
Commercial Real Estate Lending 101

Sharpen your skills and learn what it takes to broker commercial real estate deals

Location TBD

Presenter(s):

  • Gary Bechtel, Money 360
  • Mark Falzone, Kennedy Funding Financial

Learn more about our 2019 presenters today!

Breakout Session 5
Effective Ways to Broker Asset Based Lending Transactions

Learn from top lenders on how to generate and evaluate asset based lending transactions such as factoring and purchase order financing.

Location: TBD

Presenter(s):

  • Daniel Rodrigue, Bibby Financial Services

Learn more about our 2019 presenters today!

Breakout Session 6
How to Broker and Evaluate SBA Transactions

Learn from the industries top SBA Lenders on how to effectively broker SBA Transactions

Location TBD

Presenter(s):

  • Dan Uhl, PMC Trust
  • Ray Drew, Ready Capital
  • Tom Zernick, First Home Bank

Learn more about our 2019 presenters today!

Breakout Session 7
Effective Networking for Today’s Broker

Learn the best ways to network and generate deals in today’s economy

Location TBD

Presenter:

  • Jeffrey Tesch, RCN Capital
  • Chris Hurn, Fountainhead Commercial Capital
  • Bridget Carney, The Finance Marketing Group

Learn more about our 2019 presenters today!

Breakout Session 8
Equipment Leasing 101

Learn how to break into the equipment leasing world and make more money

Location TBD

Presenter(s):

  • Don Cosenza, North Mill Equipment Finance
  • Tyler Deters, Paradigm Equipment Finance
  • Shervin Rashti, SLIM Capital

Learn more about our 2019 presenters today!

12:00 – 12:50 PM

Luncheon

Sponsored by:

1:00 – 2:45 PM

Main Conference Keynote

  • Presenter: ROBERT J. O’NEILL
    Former SEAL Team Six Leader, Naval Special Warfare Development Group, and New York Times Best-Selling Author.
  • Location: General Session Room

Sponsored by:

3:00 – 3:25 PM

Coffee/Snack break & Network

  • Chat with a broker or a lender over snacks and a Cup O’ Joe
  • Location: TBD

Sponsored by:

3:30 – 4:25 PM – Breakout Sessions

Breakout Session 1
Today’s Merchant Cash Advance World

Learn how to stay competitive in brokering merchant cash advances in this ever changing landscape.

Location: TBD

Presenter(s): Coming Soon

Breakout Session 2
Commercial Real Estate Lending 101

Sharpen your skills and learn what it takes to broker commercial real estate deals.

Location TBD

Presenter(s): Coming Soon

Breakout Session 3
Marketing Breakout Session

Learn the best ways to network and generate deals in today’s economy.

Location TBD

Presenter(s): Coming Soon

Breakout Session 4
Capitalizing on 401k/IRA Rollovers

Learn how to offer this tax free, non debt option to capitalize your clients.

Location TBD

Presenter(s): Coming Soon

Breakout Session 5
How to Broker and Evaluate SBA Transactions

Learn from the industries top SBA lenders on how to effectively broker SBA transactions.

Location: TBD

Presenter(s): Coming Soon

Breakout Session 6
Effective Networking for Today’s Broker

Description coming soon

Location TBD

Presenter(s): Coming Soon

Breakout Session 7
Effective Ways To Broker Asset Based Lending Transactions

Learn from top lenders on how to generate and evaluate asset based lending transactions such as factoring and purchase order financing.

Location TBD

Presenter(s): Coming Soon

Breakout Session 8
How to Pre-underwrite Business and Commercial Real Estate Loans

Learn how to calculate DSCR ratios and spread financials so that your deal gets approved.

Location TBD

Presenter(s): Coming Soon

4:30 – 6:30 PM

Free Time: Spa – Pool

6:30 – 8:30 PM

Cocktail Reception for Brokers and Lenders

  • Network and strengthen relationships over drinks and Hors D’oeuvres. Please note NACLB Attendee badge required for entry
  • Sponsorships available for this event: Learn More Here
  • Location: La Menzeh Lawn/Casbah Lawn

Sponsored by:

9:00 PM

Last Person Standing Poker Tournament

Sponsored by:

9:00 PM

Cigar Rolling and Drinks

  • Enjoy an after party drink and a freshly rolled cigar
  • Location: Baraka Ballroom

Sponsored by:

DAY 3 | Sunday – October 6, 2019

7:00 AM

Registration Opens

  • Location TBD

7:30 – 8:30 AM

Continental Breakfast and Networking

  • Brokers & Lender will have the opportunity to network while fueling up for the day
  • Location: Exhibit Hall

Sponsored by:

9:00 – 9:45 AM

General Session: Morning Address – The Reporter’s Viewpoint

9:50 – 10:30 AM

General Session: Morning Address – Learn From Successful Brokers

  • Presenter: TBD
  • Location TBD

10:30 – 10:55 AM

Coffee/Snack Break & Network

  • Chat with a broker or a lender over snacks and a Cup O’ Joe
  • Sponsorships available for this event: Learn More Here
  • Location TBD

11:00 – 11:55 AM – Breakout Sessions

Breakout Session 1
Equipment Leasing 101

Learn how to break into the equipment leasing world and make more money.

Location: TBD

Presenter(s): Coming Soon

Breakout Session 2
Effective Ways To Broker Asset Based Lending Transactions

Learn from top lenders on how to generate and evaluate asset based lending transactions such as factoring and purchase order financing.

Location TBD

Presenter(s): Coming Soon

Breakout Session 3
The Art of Closing a Deal

Learn how to influence your clients and close the deal using the best sales tactics.

Location TBD

Presenter(s): Coming Soon

Breakout Session 4
How To Be a Top Broker in Hard Money Real Estate Lending

Learn the best skills and tactics to use when working your way to becoming a top broker in Hard Money Real Estate Lending.

Location TBD

Presenter(s): Coming Soon

Breakout Session 5
Effective Networking for Today’s Broker

Learn the best ways to network and generate deals in today’s economy.

Location TBD

Presenter(s): Coming Soon

Breakout Session 6
How to Survive Your First Year as a New Broker

Learn from successful brokers and lenders on how to survive your first year of your brokerage business.

Location: TBD

Presenter(s): Coming Soon

Breakout Session 7
Broker Licensing and What You Need to Know

Learn everything you need to know about broker licensing.

Location TBD

Presenter(s): Kenneth Greene of Law Office of Kenneth Charles Greene

Breakout Session 8
Purchase Order & Trade Financing

Location TBD

Presenter(s): John Hollander of TradeRiver USA, Charles Brazier of TradeRiver USA

12:00 – 1:30 PM

Closing Lunch & Awards Assembly

  • Location: Casablanca – General Session Room

Sponsored by:

1:30 – 4:00 PM

Conference Conclusion – Booth Breakdown