Agenda – NACLB 2021

3 Days Of Enormous Growth Opportunities
For Both Brokers and Lenders

The Most Productive Agenda For Both Lenders And Brokers

October 26 – 28, 2021

Exhibit Hall Hours

4:00PM – 6:00PM

Exhibit Hall Open All Day

7:00 AM – 6:00 PM

Exhibit Hall Open All Day

7:00 AM – 3:00 PM

**Please note that our sponsors may have to present or participate during a breakout session or panel.

This will impact the number of sponsors in the exhibit hall while breakout sessions and panels are running.**

*Please note agenda is subject to change.*

DAY 0 | Monday – 10/25/2021

1:00PM -4:00PM

Sponsor Set Up

**Sponsors only**

**LendCo Exhibit Hall**

DAY 1 | Tuesday – 10/26/2021

7:00AM – 11:00 AM

Sponsor Set Up

**Sponsors Only**

**LendCo Exhibit Hall**

11:00 AM

Registration Opens

**General Session Area – Emperors Level**

2:00 PM – 5:00 PM

Marketing Seminar

**General Session Room**

This year’s Marketing Seminar provides an opportunity for both lenders and brokers to learn more about the marketing strategies that can take their business to the next level.

The seminar will start with a panel led by our sponsor, North Avenue Capital. Once the panel is complete attendees will have the opportunity to attend breakout style workshops, that will allow them to engage and learn from each other and marketing experts in the industry. After the breakout session style workshop, attendees will be encouraged to attend a closing panel where they can discuss and review what was learned during the breakouts.

If you’re wondering where to begin with or how to improve your marekting strategy, this is the event for you!

4:00 – 6:00PM 

Exhibit Hall Hours

**LendCo Exhibit Hall**

7:00 – 9:00 PM

Opening Cocktail Reception

**Omnia Night Club**

9:30 PM – 12:00 AM 

The RCN Capital After Party

**Vista Lounge**

DAY 2 | Wednesday – 10/27/2021

7:00 AM

Registration Opens

**General Session Area – Emperors Level**

7:30 – 8:30 AM

Breakfast/Networking/Exhibit Hall Hours

** General Session Area – Emperors Level**

8:45 – 9:15 AM

Welcoming Remarks

** General Session Room**

Our co-host Lima One Capital welcomes you to NACLB 2021!

9:20 – 10:20 AM

The State of Lending Panel

**General Session Room**

10:30 – 10:55 AM

CIVIC Financial Snack/Networking Break/Exhibit Hall Hours

**General Session Area – Emperors Level**

11:00 – 11:55 AM – Breakout Session

Breakout Session 1 – Overcoming Objections

Room: Verona

Learn from lenders and brokers on how to overcome common objections that may have an impact on your opportunities to close deals.

Moderator

Tim Hutteger, Vantage Merchant Services

Speakers

Chip Cummings, Northwind Financial

Brandon Bartoldi, Prosper Firm

Scott Wright, Liberty Commercial Capital

Breakout Session 2 – Networking 101: The Very Basics of Networking

Room: Anzio

Learn how to successfully build your your referral pipeline using networking tactics from both lenders and brokers.

Moderator

Bridget Finkeldey, The Finance Marketing Group

Speakers

Terry Luker, BIDCO

Tim Maloney, Quickline Capital

Breakout Session 3 – How to Survive Your First Year as a New Broker

Room: Trevi

Learn how to successfully build your new business. This session will include tips on how to properly work with lenders, creating an elevator pitch and more.

Moderator

Mike Pierson, GulfCoast Business Lending

Speakers

Vernon Lesser, BullMarket Capital

Bennet Abel, Abel Commercial Funding 

Shane Brandt, Aspen Commercial Lending

Breakout Session 4 – Equipment Financing

Room: Livorno

How to generate more revenue by financing equipment deals.

Speakers

Don Cosenza, Northmill Equipment Finance

Shervin Rashti, SLIM Capital

Jim Plummer, Quality Leasing Co 

Timothy Serritella, Belvedere Capital LLC

Breakout Session 5 – SBA Financing in a Post-Pandemic World

Room: Capri

Get a lender’s perspective on how the SBA lending landscape has changed and what we can expect moving forward.

Moderator

Jim Vigna, LiveOak Bank

Speakers

Ray Drew, Fund-Ex Solutions Group 

Christopher Hackney, Credit Bench 

Tim Anderson, Customers Bank

Tim McGoff, Celtic Bank

Breakout Session 6 – Quick Revenue for Business Growth

Room: Modena

Quick closing transactions that support business growth.

Moderator

Joe Camberato, National Biz 

Speakers

Gary Lockwood, Prime Commercial Lending 

 Matt Washington, PIRS Capital

Steve Glenn, ARF Financial 

Frank Ebanks, Spartan Capital Group

Breakout Session 7 – Finding Your Niche

Room: Messina

How specializing in a product can help you generate more revenue.

Moderator

Bobby Cowan, YES Leasing

Speakers

Trishaala Ninan, Revolution Capital 

Tyler Deters, Paradigm Equipment Finance

Raul Esqueda, 1st Commercial Credit

Donald Pointer, Visio Lending

Breakout Session 8 – Looking Ahead: Portfolio Stability and the Multi-Family Market

Room: Turin

Understanding and capitalizing on the fix and flip market to include multifamily, investment property, and portfolio financing.

Moderator

Brent Truscott, Bloomfield Capital

Speaker

Kendra Rommel, CIVIC Financial 

Stephen Ballard, RCN Capital

Dana Wasson, PeerStreet

John Neufer, Velocity Mortgage

Sponsored by

12:00 – 12:50 PM

Lunch & Exhibit Hall Hours

**General Session Area – Emperors Level**

1:00 – 2:45 PM

Main Conference Keynote

**General Session Room**

Introduction by CelticBank

Sugar Ray Leonard

Legendary sports icon, Olympic champion and Hall of Famer, philanthropist, bestselling author, television personality, ringside analyst and longtime face of Skechers’ popular Relaxed Fit collections, Sugar Ray Leonard has established a legacy that epitomizes boxing and invokes the reverence of a champion.

3:00 – 3:25 PM

Customers Bank Snack/Networking Break/Exhibit Hall Hours

**General Session Area – Emperors Level**

3:30 – 4:25 PM – Breakout Sessions

Breakout Session 1 – The Recovery of the Restaurant Market Place

Room: Livorno

Moderator

Steve Glenn, ARF Financial

Speakers

Matt Washington, PIRS Capital
Brad Zukoff,  Credibly

Breakout Session 2 – Navigating Social Media in the World of Finance

Room: Trevi

Learn how to properly cultivate your leads and how diversifying your campaign leads to success.

Moderator

Bridget Finkeldey, The Finance Marketing Group

Speakers

Victoria Swann, The Finance Marketing Group
Lauren Guynup, The Finance Marketing Group

Breakout Session 3 – Business and Commercial Real Estate Lending in the Current Market Place

Room: Turin

Gain crucial insight on the current landscape of Business and Commercial Real Estate Lending.

Moderator

Jon Cosentino, Prime Commercial Lending

Speakers

Brian Greiner, SmartBiz Loans
Jerry Landau, Orbit
Michael Johnston, READY Capital

Breakout Session 4 – 2022 A Year of Opportunity

Room: Capri

Hear from Lenders and Brokers about what opportunities they foresee in the next year.

Moderator

Josh Lloyd, Yieldi

Speakers

TR Hazling, AVATAR
Ray Drew, FundEx Solutions Group
Oscar Rombola, eCapital
Raj Tulshan, LoanMantra

Breakout Session 5 – The Art of Closing the Deal

Room: Verona

Hear from both lenders and brokers on how to get your deals to the finish line. 

Moderator

Chip Cummings, Common Sense Capital Solutions

Speakers

Chip Cummings, Northwind Financial
Terry Luker, BIDCO
Tim Maloney, Quickline Capital Partners

Breakout Session 6 – How To Successfully Broker Asset Based Lending Transactions

Room: Anzio

Learn how to effectively broker asset based lending transactions.

Speakers

Bill Elliott, First Business Bank
Brent Truscott, Bloomfield Capital
Stuart Wrba, Gulf Coast Bank

Breakout Session 7 – Technology For Today’s Broker: CRM’s, Deal Platforms & More

Room: Modena

Learn how using the appropriate technology can help you manage and grow your business.

Moderator

Joe Schaefer, Commercial Capital Training Group

Speakers

Trey Markel, Centrex Software
Jacob Therrien, Bridge Loan Network
Gerald Leveritt, Fileinvite
Trent Reynolds, Lendco

Breakout Session 8 – Trade Finance – Funding the Supply Chain

Room: Messina

Learn about several types of Trade Finance that can fund and bridge a company’s A/P through A/R revenue cycle, from the earliest supplier payments to start production, through the final paid invoice from the end-buyer customer. This valuable form of financing funds a company’s growth demand, frees-up working capital from the supply chain and can reduce or even eliminate the need for ownership to inject new equity $$ into the business.

Speakers

John Hollender, TradeRiver USA

Chuck Brazier, TradeRiver USA

Sponsored by:

4:30 – 6:00PM 

Exhibit Hall Hours

**LendCo Exhibit Hall**

6:30 – 8:30 PM

Main Cocktail Reception & Networking

**Neptune & Temple Pools**

9:00 PM – Last Man Standing

Poker Tournament

**Neptune & Temple Pools**

DAY 3 | Thursday – 10/28/2021

7:00 AM

Registration Opens

**General Session Area – Emperors Level** 

7:30 – 8:45 AM

Breakfast & Networking

**General Session Area – Emperors Level**

9:00 – 9:45 AM

General Session Panel: The Reporter’s Viewpoint

**General Session Room**

9:45 – 10:30 AM

General Session Panel: Learn From Successful Brokers

**General Session Room**

10:30 – 10:55 AM

Snack Break/Networking/Exhibit Hall Hours

**General Session Area – Emperors Level**

11:00 – 11:55 AM – Breakout Session

Sponsored by:

Breakout Session 1 – Business and Commercial Real Estate Lending in the Current Market Place

Room: Turin

Gain crucial insight on the current landscape of Business and Commercial Real Estate Lending.

Moderator

Toby Potter – Global Integrity

Speakers

Dalton Elliott – Lima One Capital
Jesus Suarez – KDM Financial
Ben Smith – Celtic Bank

Breakout Session 2 – The Basics of Building a Successful Business

Room: Trevi

What to do and what NOT to do when setting up your business.

Moderator

Joe Schaefer – Commercial Capital Training Group

Speakers

Bridget Finkeldey, The Finance Marketing Group
Jack Postregna, CreditBench
Trey Merkel, Centrex Software
Ben Looney, Growth Commercial Capital

Breakout Session 3 – Finding Your Niche

Room: Verona

How specializing in a product can help you generate more revenue.

Moderator

Jason Hoerr, North Avenue Capital

Speakers

Jarron Gray, Fund Ex
Ben Mathewson, North Avenue Capital

Breakout Session 4 – Equipment Financing

Room: Livorno

How to generate more revenue by financing equipment deals.

Moderator

Shervin Rashti, Slim Capital

Speakers

Don Cosenza, NorthMill Equipment
Tyler Deters, Paradigm Equipment Finance
Jim Plummer, Quality Leasing
Bobby Cowan, YES Leasing

Breakout Session 5 – The Art of Closing The Deal

Room: Anzio 

Hear from both lenders and brokers on how to get your deals to the finish line. 

Speakers

Chip Cummings, Northwind Financial

Breakout Session 6 – 401k Rollover

Room: Modena

Speakers

Diane Rosenkrantz, Tenet Financial 

Breakout Session 7 – Commercial Real Estate 101

Room: Capri

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

Moderator

Jon Cosentino, Prime Commercial Lending

Speakers

Jim Paolino, ResTitle
Jacob Therrien, Bridge Loan Network
Stephen Ballard, RCN Capital

Breakout Session 8 – Trade Finance – Funding the Supply Chain

Room: Messina

Learn about several types of Trade Finance that can fund and bridge a company’s A/P through A/R revenue cycle, from the earliest supplier payments to start production, through the final paid invoice from the end-buyer customer. This valuable form of financing funds a company’s growth demand, frees-up working capital from the supply chain and can reduce or even eliminate the need for ownership to inject new equity $$ into the business.

Speakers

John Hollender – TradeRiver USA 

Chuck Brazier – TradeRiver USA

12:00 – 1:30 PM

Closing Lunch & Awards Ceremony

**General Session Room**

1:30 – 3:00 PM

Exhibit Hall Hours

**LendCo Exhibit Hall**

End Events

The NACLB 2021 is Powered by Lima One

Headquartered in Greenville, S.C., Lima One Capital, the nation’s premier lender for real estate investors, finances borrowers who are building, improving, and stabilizing neighborhoods across the nation. Lima One’s core loan products are Residential Transition Loans (FixNFlip), a 13-month bridge loan for investors who are buying, renovating, and selling properties; Rental property and portfolio loans for purchasing or refinancing residential rental properties using the best suite of rental loans in the industry; Multifamily bridge lending for the purchase, rehab, or refinance of 5+ unit multifamily properties; and New Construction loans for ground-up construction, in-fill, specs, and model homes.