Breakout Sessions

We’re shifting our breakout sessions into high gear. This year, attendees will move through four breakout blocks, each featuring four focused sessions. Across the program, they’ll explore Broker Strategy, Products, Deal Structuring, and Marketing Strategy.

From interactive workshops to insightful panels, every block is designed to deliver practical, actionable insights attendees can immediately apply to accelerate their business.

Format Descriptions

Panel Format

Description: Don't just listen to one expert—hear from a collective powerhouse. Our Panel Discussions bring together a curated group of industry leaders, service providers, and top-producing brokers to tackle the commercial lending market’s biggest questions. Driven by a skilled moderator and shaped by live audience Q&A, these sessions offer a multi-dimensional look at complex topics, giving you a well-rounded perspective to bring back to your business.

What to expect: Dynamic conversations, diverse viewpoints, and real-time industry debate.

Presentation Format

Description: When you need a deep dive into a specific strategy, market trend, or technical skill, our Presentation sessions deliver. Led by speakers who are masters of their craft, these structured sessions translate complex commercial loan concepts into step-by-step blueprints. You will walk away with a comprehensive understanding of the topic, backed by real-world data, case studies, and concrete examples you can implement immediately.

What to expect: Focused expertise, data-driven insights, and clear, actionable takeaways.

Workshop Format

Description: Skip the theory and roll up your sleeves. Workshops are highly interactive, practical working sessions designed to help you build assets for your brokerage in real time. Led by expert facilitators, you will dive into specific exercises—whether that means mapping out a new CRM drip campaign, practicing live negotiation scenarios, or analyzing real deal files. You won't just learn what to do; you will leave the room with the work already started.

What to expect: Collaborative exercises, live deal building, and immediate execution. Bring your laptop or notebook!

Breakout Session Details

Choose one topic from each session

Monday Tuesday

Monday, November 2

Session 1

3:00 p.m. – 4:00 p.m.

1A: Lessons from Top Brokers: How to Evolve in an Ever Changing Landscape.

Description: Hear from experienced brokers about how they navigate changing market dynamics, remain competitive, and evolve their habits and business practices through different market cycles.

Category: Broker Strategy

Format: Panel

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

1B: Exploring Opportunities in CRE

Description: Gain insight from multiple funding sources on their product offerings and discover how to strategically use these solutions to unlock new opportunities for your clients.

Category: Product Focused

Format: Presentation

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

1C: Credit Box Deep Dive: What Lenders Are Saying “Yes” To Right Now

Description: Join industry experts as they pull back the curtain on today's credit boxes, revealing where capital is flowing.

Category: Deals

Format: Panel

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

1D: Building a Consistent Marketing Machine

Description: Learn how to build repeatable marketing systems that will keep your pipeline active.

Category: Marketing

Format: Presentation

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

Tuesday, November 3

Session 2

11:00 a.m. – 12:00 p.m.

2A: How to Lose a Lender in 10 Minutes

Description: Gain valuable insight into the lender perspective as industry experts discuss common broker and deal-related annoyances. Test your knowledge, uncover potential red flags, and learn what it takes to build stronger, more productive relationships with funding sources.

Category: Broker Strategy

Format: Panel

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

2B: Beyond SBA Lending

Description:Attendees will learn about the alternative lending products they should have in their product portfolio. Brokers can expect to learn about ABL, Equipment , Factoring , DSCR , Bridge , Revenue-Based Financing.

Category: Product Focused

Format: Presentation

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

2C: Packaging for Dummies: How to Successfully Sell & Package Deals

Description: Packaging deals effectively is what sets brokers apart. Learn how lenders evaluate submissions and how to create a package that clearly communicates value, credibility, and fundability.

Category: Deals

Format: Presentation

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

2D: From Handshakes to Partnerships

Description: You've invested time in attending the conference, now learn how to make those connections count. Hear from networking experts on effective follow-up strategies, relationship-building techniques, and ways to cultivate a referral network that generates business well beyond the event.

Category: Marketing

Format: Panel

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

Session 3

2:00 p.m. – 3:00 p.m.

3A: Lessons From Top Brokers: The Best Deals We've Ever Done

Description:Top brokers share their most memorable transactions, revealing the strategies, relationships, and creative problem-solving that made them successful. You'll walk away with practical ways to elevate your business and close more deals.

Category: Broker Strategy

Format: Presentation

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

3B: Essential Partners for Broker Success

Description: Behind every top-producing commercial loan broker is a powerful network of strategic partners. This panel brings together leading service providers to showcase the technology, resources, and solutions available to commercial loan brokers. Learn how to identify the right partners, build meaningful relationships, and leverage those connections to grow your business and better serve your clients.

Category: Product Focus

Format: Panel

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

3C: From Decline to Approval: How to Restructure Tough Deals

Description: Even strong deals can face unexpected roadblocks. Discover how lenders analyze failed transactions, uncover alternative paths to approval, and transform setbacks into funding successes.

Category: Deals

Format: Presentation

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

3D: Building Your Personal Brand as a Commercial Loan Broker

Description Explore how to craft, communicate, and incorporate your unique value proposition into a marketing plan that builds credibility, attracts clients, and supports long-term growth. Learn how to define what sets you apart and turn it into a consistent marketing strategy.

Category: Marketing

Format: Workshop

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

Session 4

5:00 p.m. – 6:00 p.m.

4A: Becoming the Client's Capital Strategist

Description: Learn how to guide clients through multiple capital events, navigate complex stakeholder dynamics, and position deals for institutional and specialty lenders—so you become a trusted growth partner, not just a deal source.

Category: Broker Strategy

Format: Workshop

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

4B: Is It Fundable?

Description: Put your underwriting instincts to the test! In this fast-paced, interactive session, brokers will review deal scenarios and decide: Is it fundable? Learn which deals are worth getting creative with, and which ones not to waste your time on.

Category: Product Focus

Format: Workshop

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

4C: The Closing Process: Common Delays and Practical Solutions

Description: What really slows a deal down at the finish line? Industry experts explore the most common closing delays and provide actionable strategies to overcome obstacles and keep transactions moving smoothly from commitment to funding.

Category: Deals

Format: Panel

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.

4D: The Smart Marketing Playbook for Brokers

Description From branding and social media to CRMs and nurturing relationships, learn how to generate leads, position your business, and convert opportunities into long-term clients. Walk away with practical tools and a playbook you can implement no matter where you are in your marketing journey.

Category: Marketing

Format: Presentation

Speakers: TBD

Room: TBD

Details: Additional session information coming soon.