Our 2019 Speakers
Full Speaker List Coming Soon
Full Speaker List Coming Soon
ROBERT J. O’NEILL
Former SEAL Team Six Leader, Naval Special Warfare Development Group, and New York Times Best-Selling Author.
Robert O’Neill is one of the most highly-decorated combat veterans of our time and the author of The New York Times best-selling memoir, The Operator: Firing the Shots That Killed Osama bin Laden and My Years as a SEAL Team Warrior. A former SEAL Team Six leader with the Naval Special Warfare Development Group, he deployed more than a dozen times and held combat leadership roles in more than 400 combat missions in four different theaters of war. A highly-trained Navy SEAL, he led the military’s most elite and was involved in our nation’s most important campaigns.
Since leaving active duty, O’Neill is a co-founder of Your Grateful Nation, which provides individualized transition support for Special Operations heroes and their families. They provide executive-level mentoring, transition services, and family stabilization support.
Keynote Speaker is presented by:
click on each of the photos to below to read about our speakers
Commercial Capital Training Group’s Founder and New York financier, Kris Roglieri has more than 20 years of commercial finance and real estate finance experience. Kris owns and operates two highly successful national commercial finance companies, which finance over $300 Million in loans yearly, as well as an investment real estate business. He is the founder and CEO of Prime Commercial Lending, a 20 year old diversified commercial finance lender and advisory firm. Kris is also co-founder of Durham Commercial Capital, a specialized national accounts receivable finance lender. He also founded the nation’s only Finance Marketing Firm providing a full spectrum of marketing services to Banks, Lenders, Brokers and Financial Services companies across the world.
Kris has been often tapped into for his commercial lending expertise as well as quoted in publications and news outlets such as Forbes Magazine, Entrepreneur Magazine, Fox Business News, The Washington Post, Bloomberg just to name a few. Two of his companies have named by Forbes Magazine as the fasted growing privately held companies in the country.
Mike Rozman is CEO and co-founder of BoeFly.com, the online marketplace connecting business borrowers with 5,000+ lenders. Mike is passionate about helping small business owners most efficiently secure competitive financing to start a business or grow their existing business.
Previously, Mike was the president and co-founder of Edgeware Analytics, the company that served as the founding platform of BoeFly. Prior to co-founding Edgeware in 2003, Mike was a Vice President at JPMorgan Chase in their Global Bank.
Mike serves on the International Franchise Association’s Supplier Board and earned a dual-MBA from Columbia Business School and the London Business School and a bachelor’s degree from Boston College. In 2013 Mike became a Certified Franchise Executive.
Alex entered advertising and marketing in 2003, right when the industry landscape shifted from traditional print to digital media. In that time, Alex has worked with numerous large accounts in both healthcare and financial services, and has helped small and medium-sized businesses grow and flourish in their respective digital markets. Alex has won countless awards for creative direction and strategy, and is certified by Google Partners in both AdWords and Analytics.
Ben started brokering commercial loans in January of 2018 after attending the Commercial Capital Training Group class. With a background that includes law enforcement and small business ownership, he had minimal finance experience when starting his company, Growth Commercial Capital. Through hard work, dedication and great mentors, Growth Commercial Capital has grown to include five business development agents located throughout the country and is on pace to close $100 Million in loans in 2019. Ben is also a co-founder of a real estate development business and has started laying the foundation for Growth Commercial Capital to become a direct lender in the equipment finance space.
Chris Hurn is CEO/Founder of Fountainhead Commercial Capital (and its affiliate, Fountainhead SBF), a nationwide nonbank direct commercial lender specializing in business financing through the SBA 504 and 7(a) loan programs and low LTV conventional loans. He and his executive team have collectively closed over $25.3 billion making them one of the most experienced teams in commercial lending to owners of small to midsized businesses.
As a nonbank lender, Chris complements rather than competes with banks and brokers in creating value with his Fountainhead 504, 7(a) and conventional loans. Fountainhead’s FastTrack secondary market/wholesale program allows lenders and others to refer all the work of transactions while earning non-interest income/premiums. Chris provides financing programs to entrepreneurs that give them an advantage over their corporate competition, exponentially increasing their velocity of growth with lower rates, longer terms, and approvals that are guaranteed in two hours or less with Pronto (Fountainhead’s proprietary AI software).
Chris was formerly with GE Capital, Heller Financial, Marsh & McLennan Companies, and the NAI Realvest group of companies before founding his former company Mercantile Capital Corporation, a three-time Inc. 500|5000 fastest-growing company under his leadership. He is also a three-time SBA Financial Services Champion, has been named “Banker of the Year” by his trade association, and is the best-selling author of “The Entrepreneur’s Secret to Creating Wealth.” Chris has been featured on a variety of media outlets including: FOX Business, PBS, Inc., Forbes, Entrepreneur Magazine, WSJ, LA Times and Business.com.
Chris was notably recognized three times in 2018 for his contributions to the small business community. He was named by American City Business Journals as one of the nation’s most influential leaders in commercial real estate. Fit Small Business included him on their 2018 list of “Top Small Business Influencers.” GrowFL named Fountainhead as one of the 50 Fastest Growing Companies to watch in Florida.
Chris is a graduate of the University of Pennsylvania’s Fels Center of Government (part of the Wharton School of Business at that time) and received two undergraduate degrees, magna cum laude, from Loyola University Chicago.
Dalton Elliott serves as the Head of Strategic Partnerships for Lima One Capital. He joined Lima One in 2015 as an underwriter for the firm’s Rental30 product. In 2016, he was tasked with building out Broker and Lender Finance programs. He now oversees daily operations of both channels, leads onsite due diligence and training for strategic partners and is responsible for driving aggressive growth nationwide.
Dalton earned a B.A. in Political Science from Furman University where he served on the Academic Discipline Committee.
As Director of Broker Relations Dana manages relationships with finance brokers nationwide. In this capacity, he on-boards new broker relationships, provides on-going education about Maxim’s finance programs, screens prospective lending opportunities and assists with deal structuring and the contract closing processes. Dana is an active member of the fixed asset commercial finance industry, representing Maxim at industry conferences throughout the year.
Dana began his finance career at Pawnee Leasing Corporation, a national equipment leasing company exclusively originating business through a network of lease brokers. After eight years with Pawnee, Dana opened a regional office for First Pacific Funding Inc. including the recruiting, hiring and training of sales representatives. He later rejoined Pawnee prior to joining Maxim.
Outside of the finance industry, Dana founded and operated a web development company for over ten years. Many of his clients were finance companies for which he designed and implemented marketing strategies resulting in business expansion and revenue growth.
Diane has been working in the pension industry/consulting/customer service areas for over 25 years. Currently assisting clients, lenders, brokers, and franchisors across the country find the best funding options for their business(es). One of the ways Diane has helped a majority of her clients, a specialty of Tenet Financial Group, is working with clients that have retirement funds. Diane helps educate her clients on the process of accessing those funds for a business.
Her experience at MassMutual Life Insurance in the Pension area provided an excellent foundation for her knowledge of 401K and Profit Sharing Plans. Diane worked in the Sensitive Plan Unit at MassMutual, handling administration, training, compliance, and customer service.
Other positions Diane has held over the years include: Senior Account Executive at CIGNA and Senior Project Manager for Robinson Consulting, a firm specializing in project management and customized software development in the health care industry.
Diane is a Senior Consultant and has been with Tenet Financial Group since 2009. She resides in Massachusetts with her husband and they have two grown children. Year round Diane plays tennis on a couple of USTA
Don Cosenza, CLFP, is Sr. Vice President, Chief Marketing Officer for North Mill Equipment Finance in Norwalk, CT. North Mill, a WAFRA Capital company, provides financing for transportation, construction, agricultural, and manufacturing equipment for businesses across the country. Don’s responsible for leading North Mill’s sales and marketing efforts with a primary focus on devising and implementing the company’s growth strategy. Leveraging his more than 25+ years as a marketing leader, Don manages all branding, social media, business development, broker and customer relations, and product marketing initiatives for the company.
Prior to joining North Mill, Don was a Vice President of Marketing for UnitedHealthcare where he helped build the company’s sales pipeline in the Northeast region of the country. He also worked for GE Capital as an E-commerce Leader where he introduced a social media strategy and improved operating efficiencies by deploying digital programs. Don earned his MA in Economics from Trinity College in Hartford, CT and a BA in Communications from the University of Connecticut in Storrs, CT. He resides in Cheshire, CT with his wife and two children.
Gary Bechtel serves as President of Money360. Prior to joining the Company, he was Chief Lending/Originations Officer of CU Business Partners, LLC, the nation’s largest credit union service organization (CUSO). Previously, Gary held management or production positions with Grubb & Ellis Company, Meridian Capital, Johnson Capital, FINOVA Realty Capital, Pacific Southwest Realty Services and Hometown Commercial Capital.
Gary began his career with the Alison Company and over the past thirty-three years has been involved in all aspects of the commercial real estate finance industry, as a lender and as an intermediary, including the origination, underwriting, structuring, placement and closing of over $10B in commercial debt transactions, utilizing various debt structures which have included permanent, bridge, equity, mezzanine and construction on transactions of $1M to $250M. These transactions were placed with a variety of capital sources that included life companies, commercial banks, credit unions and equity and mezzanine funds, on property types that included office, retail, industrial, multifamily, hospitality, self storage and manufactured housing. He is or has been a member of the Mortgage Bankers Association of America, California Mortgage Bankers Association, National Association of Industrial and Office Properties, and International Council of Shopping Centers. Gary has spoken at numerous industry events and written articles or has been quoted in a number of regional and national publications.
Jeffrey Tesch, Managing Director, is responsible for the day-to-day operations of RCN Capital LLC, including sales growth initiatives, underwriting review with compliance oversight and leadership of senior level strategic planning. Joining the Company in 2010, Tesch led efforts to develop a national brand in private lending with the best practices and transparent products for a diverse customer base. Since RCN’s inception, Jeff has personally underwritten over 4,500 loans and overseen over $1 Billion in originations. Jeff’s previous real estate experience was as an investor in both commercial and residential properties, ranging from single family homes to commercial retail centers. Jeff currently serves as a member of the American Association of Private Lenders’ (AAPL) Ethics Advisory Committee.
Jim Paolino, Esq. founded Res/Title in 1994. With an emphasis on streamlining the closing process for his clients, he quickly grew the company from one office in Mansfield, Massachusetts to the national agency it has become today. With the day to day operations now handled by the rest of the leadership team, Jim is able to focus his time on the company’s growth and development. His emphasis in recent years has been on the successful development of Res/Title’s Commercial Division and its unprecedented “One Stop Shop” workflow for lenders. It now features its own team of paralegals; first-in-the-nation Commercial Calculator, and an emphasis on the SBA 504 and 7A programs.
Jim holds his J.D. from Suffolk University Law School and is a Boston College alumnus. Prior to Res/Title’s launch, he practiced law as a Partner with Wallick & Paolino for ten years. Jim is a member of the Massachusetts, Rhode Island and Connecticut bar. He is also a title agent in approximately thirty (30) states.
Proudly serving on the Board for St Mary’s Home for Children, our flagship charity, Jim plays a large role in the marketing and development for the charity in the local community. In his relaxation time, Jim is an avid boater and enjoys spending the summer months on the New England waters.
Ken is an attorney with his own law firm in Southern California, the Law Office of Kenneth Charles Greene. Ken began his leasing career with BankAmerilease in 1981. He has been a partner in several law firms including Ross & Ivanjack, one of the first law firms in the country devoted exclusively to the equipment finance industry.
Ken has served as corporate counsel to a leasing company and a real estate development company. He was a partner in a major Universal City law firm before opening his own firm in Westlake Village, California in 2013. The new firm continues representation of equipment finance companies, including lessors and brokers, in litigation, licensing, compliance, bankruptcy, and transactions. He also represents small businesses and individuals in litigation, bankruptcy, transactions, contract, and corporate matters, as well as entities and individuals in the entertainment industry.
Ken has been associated with the American Bankruptcy Institute, California Bankruptcy Forum, Eastern Association of Equipment Lessors (“EAEL”), Equipment Leasing and Finance Association (“ELFA”—formerly the Equipment Leasing Association), and National Equipment Finance Association (NEFA) (formerly NAEL, UAEL, and, once upon a time, WAEL). He has served on the Board of Directors of that association and has been its Legal Committee Chairman, Legal Line Editor, Regional Committee Chair, and Conference Chairman. He was involved in the formation of Leasing News, Inc. and represented it (pro bono) in the early days. He is currently General Counsel for the American Association of Commercial Finance Brokers (formerly the National Association of Equipment Leasing Brokers”) and has spoken at conference panels the last three years, and a member of the American Bar Association.
Ken has served on the Board of Directors of Big Brothers Big Sisters of Ventura County, the Mountain Play Association in Marin County, California, and the Marin Symphony Orchestra Association. He has been active in musical theater at the school and community levels. He currently serves as Musical Director at the Westlake Village Inn and is very active in the Conejo Valley music community. He was recently featured in Calabasas Style Magazine in the “People to Watch” section.
Ken received his B. A, at Brandeis University, located in Waltham, Massachusetts, graduating cum laude. He received his J.D. at Santa Clara University in 1980, also graduating cum laude.
Mr. Greene has been a frequent writer and lecturer on matters of leasing law and other related legal issues. He is an acknowledged contributor on bankruptcy issues to Miller & Starr, California Real Estate 2d (Bancroft Whitney). He has lectured on leasing law and documentation, litigation and collection matters, and has produced and presented seminars to leasing companies on enhancing the attorney-client relationship. He has also taught nationally for Euromoney Lease Training.
Ken’s passions, besides music, include travel, yoga, cooking, hiking, camping, boxing, surfing, golf, the Yankees, cigars, wine, and more. He lives in Moorpark, California with his wife Barbara and their son Alex, who is a graduate of Cal Lutheran, and has a computer repair business (“The PC Whisperer”). His daughter Gigi graduated UC Irvine and is currently working at Team Play Events as an event planner. She also has a photography business (PhotoGGraphy). In his “spare” time, Ken plays keyboards with several Los Angeles and San Francisco Bay Area bands and plays and records with other local artists.
Michael brings over 25 years of commercial lending and SBA experience dealing with a variety of industries. He joined Practice Pathways, a professional division of Zions Bank in March of 2015. In his role as Vice President and Business Development Officer, Mr. Johnston was responsible for sourcing loans for Dental, Veterinary, and Optometry industries. Prior to that, Mr. Johnston operated primarily as a SBA Business Development Officer including a six year stint at Capital Source Bank/Mainstreet Lender where he was a consistent top producer. Mr. Johnston has held positions as a credit underwriter specializing in Real Estate and Asset Based Lending, a credit underwriter specializing in SBA Lending, Special Assets Officer, and Business Development Officer. Michael graduated with his MBA from the University of Arkansas and his BBA in Finance from University of Central Arkansas.
Ray has been with Ready Capital since it launched its Small Business Loan origination program in 2015. Since that time, he’s provided over $50 million in SBA 7(a) financing to small businesses nationwide. Ray proudly serves on the Board of the Florida Association of Government Guaranteed Lenders (FLAGGL,) an organization dedicated to providing education, networking, and awareness of Government Guaranteed Lending Programs for the small business lending community. Prior to joining Ready Capital, Ray was a Vice President and SBA Loan Specialist for HomeBanc. He was also a client advisor for Mercantile Capital Corporation, where he provided SBA 504 loans for commercial real estate. Ray received his Bachelor’s Degree in Business Administration from the University of Central Florida.
Shervin has 20 years of experience in forming, capitalizing, operating and exiting start-up ventures. Shervin started in the leasing business in 2004, when one of his investors for his digital media distribution company offered him the opportunity to manage a leasing portfolio. After surpassing funding capacitiy for the fund, Shervin used his experience and ability to underwrite and sell full package transactions to launch a commercial division for CapNet Financial Services. Shervin served as VP of Commercial Lending for CapNet, and was able to succeed in placing commercial transactions for the multitude of deals being originated. He then co-founded a direct sub-prime specialty finance company, Maxim Commercial Capital in 2008. After nearly 10 years, in 2017, Shervin chose to sell his interest in Maxim and launch SLIM Capital, LLC as a direct, independent equipment lease and finance company specializing in both credit based and structured, collateral based transactions. Shervin earned his BS from University of California at Riverside.
Terry Luker is the founder, President and Senior Partner of Alternative Capital Solutions as well as the Chairman and CEO of both BancAccess and Commercial Capital BIDCO, INC. He is considered by many to be an expert in deal structure and creative financing options that are not obvious to most. Terry’s “we can do that” attitude and persistence are apparent to all with whom he associates.
With 25 years in the finance community, including 20 years in the automobile industry, Terry is familiar with the financing and/or refinancing of most commercial loan products. Experience with commercial real estate acquisition, facilities construction, inventory floor plans, refinancing existing commercial properties and directing finance departments has prepared Terry for the diverse needs of commercial funding challenges we face every day.
He truly believes that all business owners should have the opportunity to pursue their dreams and have access to the capital needed to support their businesses. The lack of access to capital, many times, is simply a poorly structured deal or a bad presentation to a lending source.
Terry’s desire to provide access to capital for business owners has driven him to form Commercial Capital BIDCO, INC. This company specializes in providing immediate capital to business owners through bridge lending solutions, which allows the business owner the time needed to obtain permanent financing.
Terry’s philosophy is, “If the project doesn’t fit in any box, build a different box.” These words are a mission statement for his team and he holds them accountable to that philosophy every day. He also believes that networking is paramount to the success of every business owner. “Sometimes it’s as simple as knowing someone who knows the right person to get it done”.
He was awarded the 2014 “Rookie of the Year” award by the National Alliance of Commercial Loan Brokers in its first year, and followed that up by being recognized as the 2016 “Commercial Loan Broker of the Year”.
Terry enjoys meeting and encouraging people to reach for their dreams no matter how big they are. He is an author and motivator. Terry resides in Franklin, TN with his wife Tabitha and three of their eight children.
Prior to founding Avatar in 2003, Mr. Hazelrigg joined a private lending company in 1995, where he quickly became one of the nation’s leading loan originators. Utilizing his considerable network, he led the effort to expand the firm’s lending platform by dramatically increasing the typical loan size and extending the geographic reach nationwide. To date, he has originated, structured and funded over $1 billion in nonconforming loans. T.R. graduated in 1994 from the University of Southern California’s top-rated entrepreneurial program with a BA in Business Administration, where he was voted “most likely to succeed” by the faculty.