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.

TUESDAY | NOVEMBER 12

Kickoff Networking Reception

6:00 – 8:00 PM

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

LOCATION: PERSHING ROOM


WEDNESDAY | NOVEMBER 13

Registration Opens

7:30 AM

LOCATION: BALLROOM FOYER


Breakfast

7:30 AM – 9:00 AM

Sponsored by Dedicated Commercial Recovery Inc.

LOCATION: PIERCE ROOM


Welcome Remarks

9:15 AM – 9:30 AM

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

LOCATION: GRAND BALLROOM


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

9:30 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.

LOCATION: GRAND BALLROOM


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 alternative commercial finance 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.

LOCATION: GRAND BALLROOM


Networking Break

10:45 AM- 11:00 AM

Sponsored by FD Funding

LOCATION: BUCHANNAN ROOM


Congressional Keynote from the Senate Banking Committee

11:00 AM- 11:20 AM

Speaker: Senator Mike Crapo (R-ID), Chairman of the Senate Banking Committee

Chairman of the Senate Banking Committee Senator Mike Crapo (R-ID) will provide an update on how Congress views the alternative finance space. In his work as Senate Banking Chairman, Crapo has been prioritizing a review of how businesses and the government collect and use consumer financial data and will provide an update on federal privacy legislation.

LOCATION: GRAND BALLROOM


State Policy 101

11:20 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; Keith Ellis, Vice President, Expansion Capital Group, Former Delaware State Bank Commissioner

Moderator: Danny Pfeifer, Catalyst Group

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.

LOCATION: GRAND BALLROOM


Networking Lunch

12:30 – 1:30 PM

Sponsored by Microbilt

LOCATION: PIERCE ROOM


How to Protect Small Businesses With Best Collections Practices

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.

LOCATION: GRAND BALLROOM


Why the UCC Matters to Small Business Funding

2:30 PM- 3:15 PM

Speakers: Robert Zadek, Of Counsel, Buchalter

This session will discuss how small business alternative finance and 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.

LOCATION: GRAND BALLROOM


Networking Break

3:15 PM- 3:30 PM

Sponsored by Hudson Cook

LOCATION: BUCHANNAN ROOM


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

3:30 PM – 4:15 PM

Speakers: Tim Mages, CFO, Expansion Capital Group; Scott Crockett, Founder and CEO, Everest Business Funding, Christian Warner, Director of State & Local Policy, Kabbage Inc.
Moderator: Tom Sullivan, Vice President of Small Business Policy, U.S. Chamber of Commerce

LOCATION: GRAND BALLROOM


Closing Remarks

4:15 PM – 4:30 PM

LOCATION: GRAND BALLROOM


Networking Reception

4:30 PM – 6:00 PM

Sponsored by The FundWorks

LOCATION: CRYSTAL BALLROOM