Full Agenda



7:30 a.m. - 4:30 p.m.

Registration Desk Open

8:00 a.m. - 9:30 a.m. 

Women in Finance Breakfast
Sponsored by American Capital Group 

The women of leasing and commercial finance are invited to attend a special breakfast to enjoy good food and fellowship to kick off the fun and networking.

Cost: $50

9:30 a.m. - 11:00 p.m.

Coffee Break
Sponsored by American Capital Group

9:30 a.m. - 12:30 p.m.

Exhibits & Educational Sessions

10:15 a.m. - 10:40 a.m.

Strategies for Making More Money (Packaging & Efficiencies)
Presented By: Dana Freeman, Maxim Commercial Capital

Brokers are busy professionals, so becoming more efficient equates to making more money. Join us to learn how to package and present your professional image and service offerings, how to package and present your solutions to both business owners and vendors, and how to package and present your deals to lenders. Improving your packaging and presentation skills can make all the difference!

11:15 a.m. - 12:00 p.m.

Legal Panel - Broker Agreements
Presented By: Dennis Dressler, Dressler Peters, LLC | Scott Hansen, AvTech Capital, LLC | Pete Sawyer, Sun South Equipment Leasing, Inc.

Find out what brokers should be looking for in broker agreements to protect themselves. Listen to our experts on why some clauses are non-negotiable and where flexibilities may lie.

12:30 p.m. - 1:00 p.m.

Section 1071
Presented By: Jeff Bilbrey, Leasepath | Dennis Dressler, Dressler Peters, LLC | Stephanie Hall, Quality Equipment Finance 

Section 1071 of Dodd-Frank has been finalized. So, what does that mean for you? Our panel of experts will help you understand the rules and requirements for compliance, including what data will be required and who will be required to report it.

1:00 p.m. - 2:30 p.m.

Lunch & Presentation

Sponsored by American Capital Group

Presented By: Kortney Murray, Coastal Capital

From her failed ventures due to undercapitalization to falling in love with commercial finance, Kortney Murray will inspire attendees by sharing her hard lessons learned and tactics for growing a business, nurturing clients, and best practices while emphasizing integrity and partnership.

3:00 p.m. - 3:30 p.m.

How to Be a Good Funding Partner

Presented By: Katie Baker, MC2 Finance | Laura Estrada, Preferred Capital Funding | Carrie Radloff, American Financial Partners

Broker/Funder relationships are a two-way street. Brokers should get to know their funders' preferences, requirements, and processes to make sure they are submitting appropriate deals in an efficient manner. But what should funders do to make sure they are acting as good partners to their affiliated brokers? Funders are invited to this brief session to make sure they are doing everything they can to be the best funding partner so brokers will want to send their deals to them and not their competitors. 

3:30 p.m. - 3:45 p.m.

Ice Cream Break 
Sponsored by First Foundation Bank

3:30 p.m. - 5:30 p.m.

Exhibits & Educational Sessions

3:30 p.m. - 5:30 p.m.

Margarita Bar 
Sponsored by Channel | Your Partner in Funding

3:40 pm. - 4:10 p.m.

Sponsor Presentation - TradeRiver USA
Presented By: Chuck Brazier, TradeRiver USA

Spend some time getting up to speed on what TradeRiver USA has to offer. TradeRiver USA provides Trade Finance, Purchase Order Finance, and Factoring solutions for growing U.S. and Canadian companies. Clients gain access to their STEPS Platform to seamlessly transact and fund supplier purchases. They fund the complete supply chain, from the earliest P.O. deposit through the final end-customer receivable and bridge the full A/P-A/R revenue cycle. They finance the Client’s early ‘production cycle’ and work closely with Client’s existing Banks and Factors, who can be the 'take-out’ of their position when the end-buyer invoice is accepted. Client companies range from A - C credit levels, provided they have strong end-buyer customers at the receivable end. Partners earn ongoing commission annuities for the life of the client account. Revolving Trade Facilities range from $500,000 to $30 Million.

4:30 pm. - 5:00 p.m.

Sponsor Presentation - American Capital Group
Presented By: Stefanie Viada, American Capital Group

Join American Capital Group to learn more about this direct lender with over 27 years of experience providing equipment financing for A-D credit customers. With their Click-2-Fund platform, they are providing broker partners with 2 hours or less response times and a simple funding process. They are currently funding transactions between $10,000 - $500,000, for new or used equipment from both vendors and private parties. 

6:00 p.m. - 8:00 p.m.

Sponsored by Navitas Credit Corp. - Partner Funding

Join us in the Sandlake Room at the Rosen Shingle Creek Resort as we mix and mingle with the commercial financing industry's finest!  Eat, drink, and take in the relaxing pool views in sunny Florida.



7:30 a.m. - 12:00 p.m.

Registration Desk Open

8:00 a.m. - 9:00 a.m. 

Sponsored by Financial Pacific Leasing, Inc. 

9:00 a.m. - 12:00 p.m. 

Exhibits & Education Sessions

9:00 am. - 9:40 a.m.

5 Steps to Being a Successful Equipment Finance Broker

Presented By: Bob Bell, United Funding

Join former NAELB/AACFB President, Bob Bell as he imparts wisdom gained over decades as an equipment finance broker. He will enlighten attendees with the steps needed to be successful in the industry including:

  • Qualities, talents, and behaviors you need to be a successful finance broker
  • The importance of a niche and how to find yours
  • Finding the right lenders for your business and avoiding expensive mistakes
  • The importance of knowing your deals and how to present them properly
  • Selling tips you can take to the bank
9:30 a.m. - 12:00 a.m.

Bloody Mary Bar
Sponsored by BankFinancial Equipment Finance

10:00 a.m. - 10:40 a.m.

Using Video in Your Marketing Strategy

Presented By: Cheryl Tibbs, Equipment LeaseCo, Inc.

Video has become a driving force in modern marketing, captivating audiences and delivering impactful messages like never before. In this informative and engaging session, we will delve into the world of video marketing and show you how to use it effectively to supercharge your marketing strategy.

12:30 p.m. - 1:30 p.m.

An optional lunch will be provided for those who pre-register and pay. The cost is $25 per person. 

1:00 p.m. - 3:00 p.m.

Post Expo Boot Camp - Finding the Right Fit: Software Systems
Presented By: Katie Baker, MC2 Finance | Kalani Thomas, Kihbba | Amy Wagner American Financial Partners

Determining which software and systems are the right fit for your business can be daunting. Some have all the bells and whistles but cost a fortune and others may be more budget-friendly but may not meet your company's growing needs. This session will take a deep dive into different solutions to help attendees determine what solutions are best for their businesses without the sales pitch. Learn the lessons the presenters have learned during their quests for software satisfaction.

1:00 p.m. - 3:00 p.m.

Post Expo Boot Camp - New Broker Tips
Presented By: Bob Bell, United Funding | Kortney Murray, Coastal Kapital | Kalah Sprabeary, HUB Funding Solutions

Surviving the first few years of being a broker can be tough. Learned from a seasoned veteran how to be a successful broker in the commercial finance industry.

  • Soliciting Vendors
  • Effectiveness of Newsletters
  • Whether to be a Generalist or Niche Broker
  • Effectiveness of Mailing Lists
  • Making Wise Funding Source Choices
  • Implementing Cold Calling Techniques that Work
  • Tips for Vendor Sales Meetings
  • And More!