NACLB: 3rd Annual Conference

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NACLB: 3rd Annual Conference

Tuesday, October 17, 2017 - 1:00pm to Thursday, October 19, 2017 - 4:00pm


Over 600 of the nation’s top commercial loan, leasing and mortgage brokers will be converging on Gaylord Palms Resort & Convention Center on October 17-19 to meet the top lenders and service providers that cater to the brokerage community. These brokers are responsible for over $5 billion in small business and commercial financing each year.
This NACLB annual conference will provide education and networking between brokers lenders and service providers.

However, the primary benefit of the conference will be to provide enormous growth opportunities for both brokers and bankers to grow their loan portfolios and increase revenues and profits.

For more information: NACLB: 3rd Annual Conference


Organizer / Producer

Attendees on Koss REsource



OrganizerNACLBCall (518) 694-4046


Wednesday, October 18th, 2017

7:00 AM
Registration Opens

7:30 – 8:30 AM
Continental Breakfast and Networking

8:45 – 9:15 AM
Welcoming Remarks

  • Kris Roglieri – President & CEO – Commercial Capital Training Group
  • Michael Rozman – CEO & Co-founder – BoeFly

9:20 – 10:20 AM
General Session Panel: The State of Lending Today

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


  • Tom Zernick – First Home Bank
  • Bill Kirth – Sterling Bank
  • Chris Hurn – Fountainhead Commercial Capital
  • Gary Bechtel – Money360
  • Tom Holgate – BFS Capital

10:30 – 10:55 AM
Coffee / Soda Break and Networking

11:00 – 11:55 AM
Breakout Sessions

  • Linkedin – The New Lead Generation Platform
  • SBA Lending: Loan Product Overview
  • Alternative Lending / Merchant Cash Advance
  • Transforming from Broker to Lender
  • Equipment Leasing
  • Asset-Based Lending and Factoring
  • Commercial Real Estate Lending

12:00 – 12:50 PM

1:00 – 2:45 PM
Main Conference Keynote
Fanatical Customer Service for Finance Industry Pros

Keynote Presenter: Chris Hurn

3:00 – 3:25 PM
Coffee / Soda Break and Networking

3:30 – 4:25 PM
Breakout Sessions

  • Broker Technology and Software Solutions
  • SBA Lending: Loan Product Overview
  • Alternative Lending / Merchant Cash Advance
  • Transforming from Broker to Lender
  • ROBS / 401K Rollover – An Equity Injection Alternative
  • Asset-Based Lending and Factoring
  • Commercial Real Estate Lending

4:30 – 6:30 PM
Free Time: Spa – Pool

6:30 – 8:30 PM
Cocktail Reception & Networking

9:00 – Last  Person Standing
Poker Tournament

Cocktail Poker Party – Free Beverages & Hors D’oeuvres

Thursday, October 19th, 2017

7:00 AM
Registration Opens

7:30 – 8:55 AM
Continental Breakfast and Networking with Exhibitors

9:00 – 9:45 AM
General Session: Morning Address – The Reporters Viewpoint
We assembled some of the best reporters in the industry to hear they viewpoint of what’s happening in our industry.

Bob Coleman

9:45 – 10:30 AM
General Session: Broker Panel
Learn from the industry’s most successful commercial loan brokers as they discuss how they became successful.


  • Tyler Deters
  • Tim Maloney – Quickline Capital Partners
  • Tim Huttenger
  • Terry Luker

10:30 – 10:50 AM
Coffee / Soda Break and Networking

11:00 – 11:55 AM
Breakout Sessions

  • LinkedIn Marketing & Referral Building
  • Transforming from Broker to Lender
  • Commercial Real Estate Lending
  • Factoring & Asset Based Lending
  • Equipment Financing
  • Alternative Lending
  • SBA Lending

12:00 – 1:30 PM
Closing Lunch & Awards Assembly
Jeffrey Tesch – RCN Capital

1:30 – 4:00 PM
Conference Conclusion – Booth Breakdown


Aaron Brand BofI
Aaron Brand has over 17 years of Factoring and Asset Based Lending experience. After graduating SUNY Albany's School of Business, Aaron started his career at the CIT group in their Executive Training Program. After successfully completing the program he became an Account Executive eventually handling a portfolio of accounts of over $100MM. After some time at GMAC as a Factoring/ ABL underwriter and then moving on to financing medical receivables at a boutique finance firm, he found a home at The Receivables Exchange. There he managed the day to day operations of the trading desk, growing volume to over $40MM/ Month. Currently, Aaron created and runs a newly formed Factoring/ABL division for BofI Federal Bank, an $9 billion completely online bank based in San Diego California.
Alex Matini Director, Strategic Partnerships RapidAdvance
After graduating from Georgetown University with a degree in finance, Alex focused his professional career on commercial financing. Having worked closely with private equity groups, banks, credit unions and alternative business lenders, Alex joined the online market lender leader RapidAdvance. As the director of the broker partner team, Alex oversees the support of over 2,400 broker partners, who provide financing brokerage to small business customers nationwide. Understanding small business's financing challenges during all stages of the economic cycle has given Alex a unique experience to best support and manage relationships with brokers dedicated to serving small business.
Alex Vasilakos Director of Marketing The Finance Marketing Group
He 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. Currently, Alex works exclusively with financial services companies, but his depth of knowledge and experience can help design and implement long-reaching strategies for businesses across all industries.
Benjamin L. Smith Vice President - SBA Business Lending Celtic Bank
Benjamin Smith is Vice President of Small Business Lending for Celtic Bank which is currently the 6th largest SBA lender in the nation. View Profile
Bill Kirth Senior Vice President Sterling Commercial Credit
Bill Kirth is currently Senior Vice President of Sterling Commercial Credit. Bill has 27 years of experience in traditional banking, auditing, private equity, asset-based lending and factoring.
Billy Rosenberg Director of Business Development BFS Capital, Inc.
Billy currently serves as Director of Business Development for BFS Capital, Inc. In his role, he oversees the National Sales Team and manages the South Florida Broker Channel. He has over 20 years of experience in the Financial Services Industry.
Blendi Batusha LiftForward
Dynamic financial professional Senior with over 11 years of experience in assessing risk across a broad range of commercial loan types and Industries with specialization in numerous financial products and asset classes including Loan and Lease Structures, Franchisor and Franchise System Risk Evaluation, Commercial and Industrial, Asset Based Lending , Commercial Real Estate, secured and unsecured consumer lines of credit, Construction and FF&E financing.
Bob Coleman Editor Coleman Report
Bob Coleman is the Author of “Money Money Everywhere and Not a Drop for Main Street“. Coleman is the Editor of the Coleman Report, a trade newsletter for small business bankers. He is the nationally recognized expert on small business financing. He has appeared on Fox Business News and CNN and has been quoted by all major financial media outlets including the Wall Street Journal, New York Times and Bloomberg.
Brent K. Truscott Bloomfield Capital
Brent K. Truscott is a Partner of Bloomfield Capital. Prior to Bloomfield, Brent was an Associate of ValStone Partners, a $500 million private equity firm located in Birmingham, MI focusing on opportunistic and distressed investments. During this time, Brent worked on acquisition and bridge loan originations across various sectors of real estate including multifamily, hospitality, office, retail, gas stations, and outdoor advertising. Prior to joining ValStone Partners, Brent spent two years as an Associate at DTE Energy Services, where he focused on project development and M&A transactions. Prior to that, he was an Associate in the business valuation group of Standard & Poor's and an investment banking analyst at RBC Capital Markets in Boston. Brent received his M.S. from Columbia University in Real Estate Development and a B.S. in management with a concentration in finance from Boston College. He is an active member of the Urban Land Institute. View Profile
Brent Looney Vice President of Business Development SmartBiz Loans
Brent Looney is the Vice President of Business Development for SmartBiz Loans™. He is responsible for support and growth of all new and existing partner relationships.
Chris Hurn CEO/Founder Fountainhead Commercial Capital
Chris Hurn is CEO/Founder of Fountainhead Commercial Capital, a nationwide non-bank commercial lender specializing in owner-occupied CRE with the SBA 504 loan program and low LTV (<65%) conventional loans. He and his executive team have collectively closed over $23.6B making them one of the most experienced teams in SBA and low LTV lending. View Profile
Christy J. Lester Senior Vice President - SBA Business Lending ReadyCap Lending LLC
Christy Lester is Senior Vice President of Small Business Lending for ReadyCap Lending, a nationwide non-bank PLP lender. She is an expert in small business finance with more than 23 years of direct industry experience. Throughout her SBA career, Christy has consistently been a top producer working for several top 10 National SBA Lenders. She has been recognized as an influential member of the SBA lending community, speaking on SBA lending panels and educational presentations to referral partners. View Profile
Craig McGrain President Durham Funding
Craig McGrain applies his considerable expertise as an attorney in the financial industry to enhance his current role as President of Durham Funding, a financial institution that provides funding and other financial partnership services to small companies. Dedicated to offering highly personal service to the clients at Durham Funding, Craig McGrain oversees all sales, marketing, accounting, and legal operations for the company.
Dan Uhl Vice President of Lending PMC Commercial Trust
Dan is a Vice President of Lending for PMC Commercial Trust. He has over 13 years of experience structuring creative financing solutions for small businesses specializing in hotels and motels. He graduated from the University of North Texas College of Business Administration with a Bachelor of Science Degree in Business Computer Information Systems.
Diane Rosenkrantz Senior Consultant Tenet Financial Group
Diane has been working in the pension industry/consulting/customer service areas for the past 25 years. Currently assisting clients, lenders, brokers, and franchisors across the country find the best funding options for their businesses. 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.
Doug Houlahan Executive Vice President - Business Development Maxim Commercial Capital
Doug is a founding member and Executive Vice President - Business Development of Maxim Commercial Capital. Prior to Maxim, Doug spent 7 years at a successful independent equipment finance company, helping grow that organization to over $30 million in contract receivables. Doug served various roles as a Managing Director with primary focus on raising capital and business development. He previously worked for Wells Fargo Bank in the San Francisco Bay Area. A serial entrepreneur, Doug has been instrumental in founding and growing several small businesses throughout his career. He earned his MBA from San Francisco State University and obtained his Certified Lease & Finance Professional (CLFP) designation in 2004. View Profile
Edwin Small CEO and Founder Sterling Commercial Credit, LLC
W. Edwin Small is the CEO and Founder of Sterling Commercial Credit, LLC (SCC). SCC is an alternative, non-bank commercial lender specializing in asset based loans and A/R purchase (factoring) credit facilities up to $2.5 million.
Eric Benson Division President Sterling Commercial Credit Atlanta Office
Prior to Eric's appointment as President of the Sterling Atlanta Division in February 2017, he served as VP of Operations for 13 years and as President for an additional 4 years at Facteon, LLC - beginning with the company's inception in 2000. During that time Facteon grew to annual sales of 170M, servicing a wide range of industries. He directly managed Facteon's marketing and operations, as well as management of the company's 150+ active accounts. View Profile
Gary Bechtel President Money360
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. View Profile
Jeff Brannon Founder and Managing Member METRIX Capital Group, LLC
Jeff Brannon is Founder and Managing Member of METRIX Capital Group, LLC, a CFLL holder. Jeff has been in the small business lending space for 19 years and specializes in providing custom growth capital solutions for businesses. So, in other words, he likes weird deals. The METRIX fund mainly focuses on equipment financing and sale leasebacks on equipment and real estate, while dabbling in Royalty Based Funding and even an occasional Equity investment.
Jeffrey Tesch Managing Director RCN Capital LLC
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 2,300 loans and overseen $460M+ 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. View Profile
Joe Bonanno Lawyer
Joe has been involved in the leasing industry since 1984, having worked in the leasing industry before establishing his practice of law. His industry accomplishments include writing multiple articles that have been published in various publications on topics pertinent to the leasing industry, conducted multiple workshops on equipment leasing legal and business topics for both industry participants and Massachusetts Continuing Legal Education for other attorneys, instructed candidates for the Certified Lease Professional Examination, participated as instructor in equipment leasing institutes, been a special consultant to The World Bank for projects in Kosovo and Moscow, been an expert witness in equipment leasing litigation, was a co-sponsor of revised Article 2A and revised Article 9 for legislative adoption in his home state of Massachusetts, is one of only four attorneys to have earned the designation “Certified Lease and Finance Professional', was a six term member of the Board of Directors for the then Certified Lease Professional Foundation and interviewed by nationally syndicated columnists for comments pertaining to results of equipment leasing litigation.
Kris Roglieri Co-Founder Durham Commercial Capital
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.
Mac Trivedi Head of Financial Partnerships The Credit Junction
Mac oversees the company's financial partnership relationships and is in charge of sourcing deal flow. He brings over 15 years of lending and capital markets experience where he most recently held positions as Director of Capital Markets at Stifel Nicolaus and Vice President of Debt Capital Markets at Cantor Fitzgerald.
Mark Falzone Senior Loan Officer Kennedy Funding Financial, LLC
Senior Loan Officer Mark Falzone has been with Kennedy Funding Financial, LLC since 2003, continually proving himself to be a particularly staunch, resourceful, and successful representative of the KFI family.
Michael Rozman CEO and Co-founder BoeFly
Mike Rozman is CEO and co-founder of, 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.
Mike Martinez Utica LeaseCo
Mike Martinez has been a machinery and equipment appraiser, liquidator and lender for over 30 years. Today and for the past eight years Mike has utilized his and Utica Leaseco's knowledge of machinery to provide financing to non-bankable manufacturing, processing, construction and transportation companies. Utica Leaseco provides working capital by leveraging equipment assets of all classes through sale leaseback transactions as well as capital leases.
Steve Geller Leasing Solutions LLC
Steve's career started as a national bank examiner for the OCC, then as a bank officer and transitioned In the equipment finance industry in the 1970's as a marketing representative for several leasing companies. Steve was a credit manager and officer at Tilden Finance Corp., manager and officer of the Rediscount office for ORIX Credit Alliance and has been operating his own business. Leasing Solutions LLC since 2001, representing a select number of brokers and assisting in the funding of transactions. Steve was an officer, conference chair and on the board of directors of the Eastern Association of Equipment Lessors, now merged into NEFA, a founding trustee and member of the board of the CLP Foundation and an active contributor to industry publications and volunteer committee member and conference member for NEFA and NAELB. View Profile
Terry Luker Founder &amp; Senior Partner Alternative Capital Funding Solutions
Terry Luker is the founder and Senior Partner of Alternative Capital Funding Solutions. Terry is considered by many to be an expert in deal structure and creative financing options that are not obvious to most. His “can do” attitude and persistence is apparent to all with whom he associates.
Thomas G. Zernick President, SBA Lending First Home Bank
Tom Zernick began his banking career over thirty years ago in Michigan. He has managed and produced over $900,000,000 in SBA and USDA Loans. Mr. Zernick is currently President of SBA Lending at First Home Bank which is a National Preferred Lender for SBA. Tom is a frequent speaker at broker conferences across the country and provides ongoing SBA Training to a variety of groups in the Broker Community. He is a past recipient of the SBA's Outstanding Financial Advocate Award. Tom is a proud graduate of the University of Notre Dame and resides in St. Pete Beach, Florida.
Tim Hutteger President &amp; CEO Vantage, Inc.
Tim is President & CEO of Vantage, Inc. He manages and runs both Vantage Commercial Capital and Vantage Merchant Services. With over 20 years of experience in the financial space, Tim works with his clients to find the right product for their specific and unique needs.
Tim Maloney Quickline Capital Partners
Tim began his career in 1998 banking/finance while serving as the director of collateral monitoring for Paragon Capital (now Wells Fargo Retail Finance). Paragon was an aggressive ABL focused on DIP financing and turnaround. It was in this role where he saw the importance of higher advance rates and the correlation between access to cash and a company's ability to survive & grow.
Tom Gazaway Founder &amp; CEO LenCred
Tom Gazaway is the founder & CEO of LenCred. LenCred and their associated brands help entrepreneurs and small business owners obtain financing and cost-saving payment solutions to start, build, and grow their businesses.
Tom Holgate Chief Operating Officer BFS Capital
Tom is the Chief Operating Officer of BFS Capital and is a proven leader in the financial services industry. Prior to joining BFS in February of this year, he was a COO in the subprime auto industry, most recently with Southern Auto Finance Company. Previously, he was a member of a senior executive team that grew American Credit Acceptance from a small regional lender to a nationwide leader in subprime financing, including a business to business lending division. Tom also held VP positions at Wells Fargo in both their consumer and auto divisions. He holds a Bachelor's Degree in Business from Augustana College in Rock Island, IL and a Master's Degree in Business from the University of Iowa.
Tyler Deters President / CEO Paradigm Equipment Finance
Tyler Deters - Graduated from the Davis Eccles School of Business at the University of Utah. He founded Paradigm in 2011 to assist businesses with financing needs not being met by larger financial institutions. He primarily worked as a broker for about 2 years prior to becoming a direct lender in 2013. He has been in the lending industry for over 15 years as a commercial and residential mortgage lender. Prior to founding the company, he worked in Utah and Arizona as a commercial lender for a large regional bank. He is an experienced lender in commercial real estate, SBA, equipment, accounts receivable, and hard money. Paradigm is a direct lender for “C” and “D” credit deals in the equipment leasing industry.
Clem masih-das
Groveland, FL

Lead Sponsor




Organizer / Producer

Gaylord Palms Resort & Convention Center
6000 West Osceola Parkway
Kissimmee, FL 34746
United States