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
Day 1
Tuesday – October 16th, 2018
Room
8:00 AM
First Annual Golf Tournament
Front 9 Holes Sponsored By:
Back 9 Holes Sponsored By:
Red Tiger Course
11:00 AM
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
7:00 – 9:00 PM
Opening Reception with Sponsors & Exhibitors
Cocktails & Hors D’oeuvres
*Please note: NACLB Badge Required For Event Entry
Sponsored by:
Crystal Ball Room
Day 2
Wednesday – October 18th, 2018
Room
7:00 AM
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
7:30 – 8:30 AM
Continental Breakfast and Networking
Sponsored by:
6th Avenue Capital Exhibit Hall
8:45 – 9:15 AM
Welcoming Remarks
Kris Roglieri – President & CEO – Commercial Capital Training Group
General Session
9:20 – 10:20 AM
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
10:30 – 10:55 AM
Coffee / Soda Break and Networking
Sponsored by:
Exhibit Hall Sponsored by:
11:00 – 11:55 AM
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
Learn more about our presenters here: 2018 Speaker Information
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
12:00 – 12:50 PM
Luncheon
Sponsored by:
General Session
1:00 – 2:45 PM
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
3:00 – 3:25 PM
Coffee / Soda Break and Networking
Sponsored by:
Exhibit Hall Sponsored by:
3:30 – 4:25 PM
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
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
- 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
Learn more about our presenters here: 2018 Speaker Information
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
4:30 – 6:30 PM
Free Time: Spa – Pool
6:30 – 8:30 PM
Cocktail Reception & Networking
Cocktails & Hors D’oeuvres
*Please note: NACLB Badge Required For Event Entry
Sponsored by:
Imperial Ballroom
9:00 – Last Person Standing
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
Day 3
Thursday – October 18th, 2018
Room
7:00 AM
Registration Opens
TBA
7:30 – 8:55 AM
Continental Breakfast and Networking with Exhibitors
Sponsored by:
Exhibit Hall Sponsored by:
9:00 – 9:45 AM
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
9:45 – 10:30 AM
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
9:45 – 10:50 PM
Coffee / Soda Break and Networking
Sponsored by:
Exhibit Hall Sponsored by:
11:00 – 11:55 AM
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
Learn more about our panelists here: 2018 Speaker Information
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
12:00 – 1:30 PM
Closing Lunch & Awards Assembly
Sponsored by:
General Session
1:30 – 4:00 PM
Conference Conclusion – Booth Breakdown
General Session & 6th Avenue Capital Exhibit Hall
Floor Plan | 2018 | Trump National Doral | 6th Avenue Capital Exhibit Hall