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.
  • Location: 6th Avenue Capital Exhibit Hall

Sponsored by:

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
  • Location: 6th Avenue Capital Exhibit Hall Area

Sponsored by:

8:45 – 9:15 AM

Welcoming Remarks

  • Presenter: 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
  • Panelists:
    • Tom Zernick, First Home Bank
    • Brent Looney, SmartBiz Loans
    • Steve Glenn, ARF Financial
    • James Poston, Bibby Financial Services
    • Gary Bechtel, Money360
  • Learn about our panelists here
  • Location: Casablanca – General Session Room

10:30 – 10:55 AM

Coffee/Snack break & Network

  • Chat with a broker or a lender over snacks and a Cup O’ Joe
  • Location: 6th Avenue Capital 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: Kenitra B

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: Agadir B

Presenter(s):

  • Jon Cosentino, Prime Commercial Lending
  • Steve Glenn, ARF Financial
  • Michael Miller, 5Arch
  • Lei Li, American Credit

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: Tangier

Presenter(s):

  • Amanda Flanagan, The Finance Marketing Group

Learn more about our 2019 presenters today!

Breakout Session 4

Equipment Leasing 101

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

Location: Rabat B

Presenter(s):

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

Learn more about our 2019 presenters today!

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: Fez B

Presenter(s):

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

Learn more about our 2019 presenters today!

Breakout Session 6

Effective Networking for Today’s Broker

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

Location: Fez A

Presenter(s):

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

Learn more about our 2019 presenters today!

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: Rabat A

Presenter(s):

  • James Poston, Bibby Financial Services
  • North Avenue Capital
  • Angel Rodriguez, Advance Partners

Learn more about our 2019 presenters today!

Breakout Session 8

Commercial Real Estate Lending 101

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

Location: Kenitra A

Presenter(s):

  • Gary Bechtel, Money 360
  • Mark Falzone, Kennedy Funding Financial
  • Sanat Patel, AVANA Capital

Learn more about our 2019 presenters today!

Breakout Session 9

Common Sense Lending Strategies To Close More Loans

Location: Agadir A

Presenter(s):

  • Chip Cummings, Northwind Financial Corporation

Learn more about our 2019 presenters today!

12:00 – 12:50 PM

Luncheon

  • Location: Casablanca – General Session Room

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: Casablanca – 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: 6th Avenue Capital Exhibit Hall

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: Rabat B

Presenter(s):

  • Gary Lockwood, 6th Avenue Capital
  • Steve Glenn, ARF Financial
  • Gary Bailey, Credibly
  • Pirs Capital

Learn more about our 2019 presenters today!

Breakout Session 2

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: Kenitra B

Presenter(s):

  • Jon Cosentino, Prime Commercial Lending
  • Brent Looney, SmartBiz
  • Michael Miller, 5Arch

 

Learn more about our 2019 presenters today!

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: Agadir B

Presenter(s):

  • Diane Rosenkrantz, Tenet Financial Group

Learn more about our 2019 presenters today!

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: Fez B

Presenter(s):

  • Michael Johnston, ReadyCapital
  • Tom Zernick, First Home Bank
  • Amy Miksis, Celtic Bank

Learn more about our 2019 presenters today!

Breakout Session 6

Effective Networking for Today’s Broker

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

Location: Fez A

Presenter(s):

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

Learn more about our 2019 presenters today!

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: Rabat A

Presenter(s):

  • James Poston, Bibby Financial Services
  • North Avenue Capital
  • Angel Rodriguez, Advance Partners

Learn more about our 2019 presenters today!

Breakout Session 8

Commercial Real Estate Lending 101

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

Location: Kenitra A

Presenter(s):

  • Dalton Elliot, LimaOne Capital
  • T.R. Hazelrigg IV, Avatar Financial
  • Jeff Ball, Visio Lending
  • Jim Paolino Esq,  Res-Title

Learn more about our 2019 presenters today!

Breakout Session 9

Common Sense Lending Strategies To Close More Loans

Location: Agadir A

Presenter(s):

  • Chip Cummings, Northwind Financial Corporation

Learn more about our 2019 presenters today!

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
  • Location: Nuala Pool

Sponsored by:

9:00 PM

Last Person Standing Poker Tournament

Sponsored by:

10:00 PM

Cigars and Drinks

  • Enjoy an after party drink and a cigar
  • Location: Lotus Court

Sponsored by:

DAY 3 | Sunday – October 6, 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
  • Location: 6th Avenue Capital Exhibit Hall

Sponsored by:

9:00 – 9:45 AM

General Session: Morning Address – The Reporter’s Viewpoint

  • Presenter:
  • Location: Casablanca – General Session Ball Room

9:50 – 10:30 AM

General Session: Morning Address – Learn From Successful Brokers

  • Panelists: 
    • Bennett Abel, Abel Commercial Funding
    • Tim Maloney, Quickline Capital
    • Jonathan Baldwin, Priority Commercial Lending
  • Location: Casablanca – General Session Room

10:30 – 10:55 AM

Coffee/Snack Break & Network

  • Chat with a broker or a lender over snacks and a Cup O’ Joe
  • Location: 6th Avenue Exhibit Hall

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: Kenitra B

Presenter(s):

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

Learn more about our 2019 presenters today!

Breakout Session 2

The Art of Closing a Deal

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

Location: Agadir B

Presenter(s):

  • Mike Geisler, Commercial Capital Training Group

Learn more about our 2019 presenters today!

Breakout Session 3

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: Kenitra A

Presenter(s):

  • Dalton Elliot, LimaOne Capital
  • Jeffrey Tesch, RCN Capital
  • Tino Martins, Lancewood Capital
  • Tim Maloney, Quicksilver Capital

Learn more about our 2019 presenters today!

Breakout Session 4

Equipment Leasing 101

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

Location: Rabat B

Presenter(s):

  • Don Cosenza, North Mill Equipment Finance
  • Dana Freeman, Maxim Commercial Capital
  • Shervin Rashti, SLIM Capital

Learn more about our 2019 presenters today!

Breakout Session 5

Broker Licensing and What You Need to Know

Learn everything you need to know about broker licensing.

Location: Fez B

Presenter(s):

  • Kenneth Greene of Law Office of Kenneth Charles Greene

Learn more about our 2019 presenters today!

Breakout Session 6

Effective Networking for Today’s Broker

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

Location: Fez A

Presenter(s):

  • Jeffrey Tesch, RCN Capital
  • Terry Luker, Commercial Capital BIDCO
  • Bridget Carney, The Finance Marketing Group

Learn more about our 2019 presenters today!

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: Rabat A

Presenter(s):

  • James Poston, Bibby Financial Services
  • North Avenue Capital
  • Angel Rodriguez, Advance Partners

Learn more about our 2019 presenters today!

Breakout Session 8

Purchase Order & Trade Financing

Location: Agadir A

Presenter(s):

  • John Hollander, TradeRiver USA
  • Charles Brazier, TradeRiver USA

Learn more about our 2019 presenters today!

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