3 Days Of Enormous Growth Opportunities.

The Most Productive Agenda For Both Lenders And Brokers.

October 16-18, 2018

*Please note: NACLB Badge Required For Entry To Exhibit Hall & All Events

Tuesday – October 16th, 2018

Room

First Annual Golf Tournament

Front 9 Holes Sponsored By:

Back 9 Holes Sponsored By:

Red Tiger Course

Registration Opens – Booth Set-up

Sponsors: Download the Sponsor Table Assignments Here | LINK NOT ACTIVE UNTIL FALL 2018

*Please note: The Exhibit Hall Is Not Open Until Wednesday, October 17, 2018. Access To The Exhibit Hall On Tuesday Is Reserved for Exhibitors To Set Up Their Booths.

6th Avenue Exhibit Hall

Opening Reception with Sponsors & Exhibitors

Cocktails & Hors D’oeuvres

*Please note: NACLB Badge Required For Event Entry

Sponsored by:

Crystal Ball Room

Wednesday – October 17th, 2018

Room

Registration Opens – Booth Set-up

Sponsors: Download the Sponsor Table Assignments Here | LINK NOT ACTIVE UNTIL FALL 2018

*Please note: Badges will be required for entry*

6th Avenue Capital Exhibit Hall

Continental Breakfast and Networking

Sponsored by:

6th Avenue Capital Exhibit Hall

Welcoming Remarks

Kris Roglieri – President & CEO – Commercial Capital Training Group

General Session

General Session Panel: The State of Lending Today

Moderator: Michael Rozman – CEO & Co-founder – BoeFly

Panelists:

• Tom Zernick – First Home Bank
• Evan Singer – SmartBiz Loans
• Gary Bechtel – Money360
• Mark Cerminaro – RapidAdvance
• Rhett Bentley – Bibby Financial Services
• Chris Hurn – Fountainhead Commercial Capital
• Marc Glazer -BFS Capital

Learn more about our panelists here: 2018 Speaker Information

General Session

Coffee / Soda Break and Networking

Sponsored by:

Exhibit Hall Sponsored by:

Breakout Sessions

Bobby Jones Villa Sponsored by:

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.

Presenters:

• Bennet Abel – Abel Commercial Funding
• Terry Luker – ACS BidCo
• John Padgett – Flexmark
• Martin Chera – Express Capital Financing

Learn more about our presenters here: 2018 Speaker Information

Juniper – Bobby Jones Villa

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.

Presenters:

• Jon Cosentino – Prime Commercial Lending
• Christy Lester – Poppy Bank
• Matt  Matza – Visio Lending

Learn more about our presenters here: 2018 Speaker Information

Hibiscus – Bobby Jones Villa

Lead Generation 101 For The Finance Industry:

Learn the latest techniques to generate leads through the AdWords platform.

Presenters:

• Alex Vasilakos – The Finance Marketing Group

Learn more about our presenters here: 2018 Speaker Information

Juniper – Bobby Jones Villa

Commercial Real Estate Lending 101:

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

Presenters:

• Gary Bechtel – Money 360
• Mark Falzone – Kenndy Funding Financial
• Sanat Patel – AVANA Capital
• Don Pelgrim – Wilshire Finance Partners

Learn more about our presenters here: 2018 Speaker Information

Commercial Real Estate Lending 101 – Bobby Jones Villa

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.

Presenters:

• Craig McGrain – Durhman Commercial Capital
• Len Losquadro – The Credit Junction
• Rhett Bentley – Bibby Financial Services

Learn more about our presenters here: 2018 Speaker Information

Ginger – Bobby Jones Villa

How to Broker and Evaluate SBA Transactions:

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

Presenters:

• Tom Zernick – First Home Bank
• Chris Hurn – Fountainhead Commercial Capital
• Mandy Kuxhausen – T Bank
• Ben Smith – Celtic Bank

Learn more about our presenters here: 2018 Speaker Information

Oak – Bobby Jones Villa

Effective Networking for Today’s Broker:

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

Presenters:

• Tim Maloney – Quickline Capital Partners
• Jeffrey Tesch – RCN Capital
• Tom Gazaway – LenCred
• Ray Drew -Ready Capital

Lantana – Bobby Jones Villa

Equipment leasing 101:

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

• Shervin Rashti – SLIM Capital
• Michael Martinez – Utica Lease Co.
• Tyler Deters – Paradigm Equipment Finance

Learn more about our presenters here: 2018 Speaker Information

Cypress – Bobby Jones Villa

Purchase Order and Supply Chain Finance

Presenters:

• John H. Hollender, Jr – TradeRiver USA
• Chuck Brazier – TradeRiver USA

Learn more about our presenters here: 2018 Speaker Information

Gardenia – Bobby Jones Villa

Luncheon

Sponsored by:

General Session

Main Conference Keynote

People, Business & Life Values for Commercial Loan Brokers in the 21st Century

Keynote Presenter: Joseph G. Bonanno, Esq.

Keynote Sponsored By:

General Session Room

Coffee / Soda Break and Networking

Sponsored by:

Exhibit Hall Sponsored by:

Breakout Sessions

Bobby Jones Villa Sponsored by:

Today’s Merchant Cash Advance World:

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

Presenters:

• Mark Cerminaro – RapidAdvance
• Marc Glazer – BFS Capital
• Darren Schulman – 6th Avenue Capital
• Joe Clapman – Venture Credit Solutions

Learn more about our presenters here: 2018 Speaker Information

Lantana – Bobby Jones Villa

Commercial Real Estate Lending 101:

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

Presenters:

• Gary Bechtel – Money 360
• Mark Falzone – Kenndy Funding Financial
• Sanat Patel – AVANA Capital
• Don Pelgrim – Wilshire Finance Partners

Learn more about our presenters here: 2018 Speaker Information

Rose – Bobby Jones Villa

Marketing Technology Trends Lenders and Brokers Need to Master

Presenter:

• Joe Schaefer – The Finance Marketing Group

Learn more about our presenters here: 2018 Speaker Information

Juniper – Bobby Jones Villa

Capitalizing on 401k/IRA Rollovers:

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

Presenters:

• Diane Rosenkrantz -Tenet Financial Group

Ginger – Bobby Jones Villa

How to Broker and Evaluate SBA Transactions:

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

Presenters:

• Tom Zernick – First Home Bank
• Chris Hurn – Fountainhead Commercial Capital
• Chad Fondriest – United MidWest Savings Bank
• Brad Heritage – NorthEast Bank

Learn more about our presenters here: 2018 Speaker Information

Oak – Bobby Jones Villa

Effective Networking for Today’s Broker:

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

Presenters:

• Tim Maloney – Quickline Capital Partners
• Jeffrey Tesch – RCN Capital
• Dan Uhl – PMC Commercial Trust

Magnolia – Bobby Jones Villa

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.

Presenters:

• Craig McGrain – Durhman Commercial Capital
• Len Losquadro – The Credit Junction
• Rhett Bentley – Bibby Financial Services

Learn more about our presenters here: 2018 Speaker Information

Cypress – Bobby Jones Villa

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.

Presenters:

• • • Jon Cosentino – Prime Commercial Lending
    • Christy Lester – Poppy Bank
    •  Matt Matza – Visio Lending

Learn more about our presenters here: 2018 Speaker Information

Hibiscus – Bobby Jones Villa

Purchase Order and Supply Chain Finance

Presenters:

• John H. Hollender, Jr – TradeRiver USA
• Chuck Brazier – TradeRiver USA

Learn more about our presenters here: 2018 Speaker Information

Gardenia – Bobby Jones Villa

Free Time: Spa – Pool

Cocktail Reception & Networking

Cocktails & Hors D’oeuvres

*Please note: NACLB Badge Required For Event Entry

Sponsored by:

Imperial Ballroom

Poker Tournament

Cocktail Poker Party – Free Beverages & Hors D’oeuvres

Limited to 70 players – Get Full Details Here

*Please note: NACLB Badge Required For Event Entry

Sponsored by:

Imperial Ballroom Patio

Thursday – October 18th, 2018

Room

Registration Opens

TBA

Continental Breakfast and Networking with Exhibitors

Sponsored by:

Exhibit Hall Sponsored by: 

General Session: Morning Address – The Reporter’s Viewpoint

Maximizing SBA Loan Broker Lender Referral Fee and Client Consulting Income

SBA’s new rules effective Nov 1 offer opportunities and traps for loan broker income. Bob will update you to help you determine what is ethical and prudent while professionally serving your client and the SBA lender.

Panelists:

• Bob Coleman – Coleman Publishing

Learn more about our panelists here: 2018 Speaker Information

General Session

General Session: Morning Address – Learn From Successful Brokers

Panelists:

• Tim Maloney – Quickline Capital
• Terry Luker – ACS BidCo
• Bennett Abel – Abel Commercial Funding
• John Padgett – Flexmark
• Martin Chera – Express Capital Financing

Learn more about our panelists here: 2018 Speaker Information

General Session

Coffee / Soda Break and Networking

Sponsored by:

Exhibit Hall Sponsored by: 

Breakout Sessions

Bobby Jones Villa Sponsored by:

Equipment leasing 101:

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

• Shervin Rashti – SLIM Capital
• Michael Martinez – Utica Lease Co.
• Tyler Deters – Paradigm Equipment Finance

Learn more about our presenters here: 2018 Speaker Information

Cypress – Bobby Jones Villa

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.

Presenters:

• Craig McGrain – Durham Commercial Capital
• Len Losquerdo – The Credit Junction

Learn more about our presenters here: 2018 Speaker Information

Oak – Bobby Jones Villa

Spotting The Fraud:

Learn how to uncover the schemes that borrowers use scam you and your lender.

Presenters:

• Scott DiBerardinis – Durham Commercial Capital
• Joe Bonanno – Joseph G. Bonanno Law Office

Learn more about our presenters here: 2018 Speaker Information

Hibiscus – Bobby Jones Villa

Search Engine Optimization & Marketing:

Presenter:

• Alex Vasilakos – The Finance Marketing Group

Learn more about our presenters here: 2018 Speaker Information

Juniper – Bobby Jones Villa

Capitalizing on 401k/IRA Rollovers:

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

Presenters:

• Diane Rosenkrantz – Tenet Financial Group

Ginger – Bobby Jones Villa

Today’s Merchant Cash Advance World:

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

Presenters:

• Mark Cerminaro – RapidAdvance
• Marc Glazer – BFS Capital
• Darren Schulman – 6th Avenue Capital

Learn more about our presenters here: 2018 Speaker Information

Rose – Bobby Jones Villa

How To Be a Top Broker in Hard Money Real Estate Lending.

Presenters:

• Mark Falzone – Kennedey Funding Financial
• Don Pelgrim – Wilshire Finance Partners
• Robert Greenberg – Patch of Land
• Tino Martins – Lancewood Capital

Learn more about our presenters here: 2018 Speaker Information

Lantana – Bobby Jones Villa

Effective Networking for Today’s Broker:

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

Presenters:

• Tim Maloney – Quickline Capital Partners
• Valarie Nussbaum-Harris – Customers Bank
• Tom Gazaway – LenCred

Learn more about our presenters here: 2018 Speaker Information

Magnolia – Bobby Jones Villa

Closing Lunch & Awards Assembly

Sponsored by:

General Session

Conference Conclusion – Booth Breakdown

General Session & 6th Avenue Capital Exhibit Hall