Event Schedule

FundersForum is the first conference organized for the small business finance industry, by the small business finance industry. The two-day program provides fellow funders, industry thought-leaders, and policymakers with the opportunity to discuss the most pressing issues facing the small business finance industry.


Kickoff Networking Reception

6:00 – 8:00 PM

Sponsored by Everest Business Funding, Funding Metrics, CFG Merchant Solutions, Expansion Capital

PAC Dinner (PAC Donors Only)

6:30 – 9:00 PM


Registration Opens

7:30 AM


7:30 AM – 9:00 AM

Sponsored by Dedicated Commercial Recovery Inc.

Sponsor Area Open

7:30 AM – 5:00 PM

Welcome Remarks

9:00 AM – 9:15 AM

Speaker: Scott Crockett, Founder and CEO, Everest Business Funding

2020 Preview: How the Changing Political Landscape Will Impact the Financing Industry

9:15 AM – 10:15 AM

Speaker: Chuck Todd, Moderator and Managing Editor, Meet the Press

To set the stage for the day’s events, Chuck Todd will offer a comprehensive picture of the current national political landscape. He will interpret the latest issues facing the country, offer his perspective on the current administration, and look at the media’s role in and relationship with Washington and how it will impact the policy issues facing funders today.

Federal Regulator Update – What Small Business Funders Can Expect from Washington

10:15 AM- 10:45 AM

Speaker: Andrew Smith, Director of Consumer Protection, FTC

The FTC, CFPB and other federal regulators have expressed intention to turn their attention to the Merchant Cash Advance industry. Andrew Smith, director of consumer protection for the FTC will give an update on the Commission’s view on the small business lending industry, review the Commission’s activities to date, and preview regulatory actions in the future.

Networking Break

10:45 AM- 11:00 AM

Congressional Keynote from the Senate Banking Committee

11:00 AM- 11:30 AM

Speakers to be announced

State Policy 101

11:30 AM – 12:30 PM

Speakers: Jan Owen, Senior Advisor, Manatt Financial Services, Former Commissioner, California Department of Business Oversight; Thomas B. Considine, CEO, The National Council of Insurance Legislators (NCOIL), Former Commissioner, New Jersey Commission of Banking and Insurance

Hear directly from former state-level policy makers who are most involved in the writing and enforcing the laws impacting the small business funding industry. This panel of former regulators will discuss the regulatory and policy process in each state and strategies local citizens can use to make their voices heard.

Networking Lunch

12:30 – 1:30 PM

Industry Update – The Future of Collections

1:30 PM- 2:30 PM

Speakers: Kate Fisher, Partner, Hudson Cook; Lindsey Rohan, General Counsel, Platinum Rapid Funding Group; Shawn Smith, CEO, Dedicated Commercial Recovery Inc.

New York has banned the practice of filing certain Confessions of Judgement (COJs) while federal lawmakers have signaled their own intention to act on the issue. However, the question remains of how to effectively ensure clients make payments as promised and avoid fraud. This panel will look at current legal options and industry best practices for enforcement and commercial collections.

Why the UCC Matters to Merchant Cash Advance Companies

2:30 PM- 3:15 PM

Speakers: Robert Zadek, Of Counsel, Buchalter

This session will discuss how merchant cash advance providers can best utilize all legally available remedies as they look to ensure performance with their contracts. Will include a review of UCC filings and how the tool can be of assistance to an MCA provider.

Networking Break

3:15 PM- 3:30 PM

Closing Keynote Session: What’s Keeping Funders Up at Night? Fireside Chat on the Future of Funding

3:30 PM – 4:15 PM

Speakers to be announced

Closing Remarks

4:15 PM – 4:30 PM

Speaker: Scott Crockett, Founder and CEO, Everest Business Funding

Networking Reception

4:30 PM – 6:00 PM

Sponsored by The FundWorks