November 6th, 2024

Other events for brokers in the industry seem to be both very expensive and short on actual take home value. While we’re sure those events are very lucrative for the people who put them on we’re confident that brokers deserve better. A high quality product, delivered at a fair price and with all the proceeds being reinvested to support the industry – that’s how it should be!

See you in

Days
Hours
Minutes
Seconds

Real Take Home Value for Real Brokers!

Get more leads – learn the latest trends
Increase outbound call volume
Improve your sales conversions
Get API hook ups with your funders
Stay out of trouble with new laws & regulations
Advice on how to prepare for your first credit facility
Learn what’s coming with the new recently passed laws
Open bar, food & socializing

Engage

On the issues facing small business financers across the country.

Connect

With small business financers just like YOU.

Discuss

Solutions that will ensure a safe and transparent method of access to capital for small businesses in this country that need it most.

Learn

The latest on key policy developments and hear directly from the policy makers who are shaping the future of the industry.

FAQ

Brokers Expo New York is the first conference organized for the small business finance industry, by the small business finance industry. It is an opportunity to engage with and learn from industry thought leaders and policymakers while networking with fellow brokers from across the country.
Brokers Expo New York is the first conference organized for the small business finance industry, by the small business finance industry. It is an opportunity to engage with and learn from industry thought leaders and policymakers while networking with fellow brokers from across the country.

Brokers Expo New York welcomes small business financiers from across the country to New York to learn from and network with some of the nation’s top small business industry thought-leaders and policymakers.

This one-day program will provide you with the tools, strategies, and best practices you need to successfully compete in today’s rapidly changing business environment.

Brokers Expo New York will take place on November 6th, 2024 in New York City, NY.

The New York metro area is served by three major airports, John F. Kennedy International Airport (JFK), Newark Liberty International Airport (EWR) and LaGuardia Airport (LGA).

We encourage you to come ready to learn from some of the nation’s top small business finance experts and policy leaders. You will want your laptop or other mobile devices on hand to take notes during the interactive sessions.
The dress code for Brokers Expo New York is business casual. This includes the forum sessions as well as the networking events.

A limited number of sponsorship opportunities are available. For sponsorship or exhibitor opportunities, contact info@thefundersforumbrokerexpo.com

Please contact info@thefundersforumbrokerexpo.com

What to expect

2024 Conference Agenda

November 2024

Details coming soon.

Registration For Broker Expo NYC 2024 Opens at 9:00 AM.

Mary Donohue, Executive Director of the Revenue Based Finance Coalition, gives us opening remarks to kick off Brokers Expo New York City 2024.

One of the original “stars” of the hit TV show Shark Tank, the creator of the infomercial, pioneer of the As Seen on TV brand, and co-founding board member of the Entrepreneur’s Organization, Kevin Harrington has pushed past all the questions and excuses to repeatedly enjoy 100X success. His legendary work behind the scenes of business ventures has produced more than $6 billion in global sales, the launch of more than 500 products, and the making of dozens of millionaires. He’s launched massively successful products like The Food Saver, Ginsu Knives, The Great Wok of China, The Flying Lure, and many more. He has worked with amazing celebrities turned entrepreneurs including, like Billie Mays, Tony Little, Jack LaLanne, and George Foreman to name a few. Kevin’s been called the Entrepreneur’s Entrepreneur and the Entrepreneur Answer Man, because he knows the challenges unique to start-ups and has a special passion for helping entrepreneurs succeed. kevinharrington.tv

A discussion for brokers, both established and new, about ways to improve your business and best practices to follow. Discussion topics include: 

  • Marketing yourself to small businesses 
  • Maximizing your commission as a broker
  • Best practices to follow and common pitfalls to avoid 
  • Bringing value to your clients and to your company 

Lunch & networking in the vendor hall

With Broker Expo NYC taking place the day after the November elections, join us for an update and discussion with political experts about how the results of the election will impact the RBF industry. Discussion topics include: 

  • Election results (or pending results) and analysis
  • Impacts to the RBF industry 
  • National trends in politics relevant to the RBF industry 
  • Discussion about the RBFC PAC and why it is important 
A look at forward-thinking topics within the commercial financing broker industry to help you learn what is on the horizon and how best to position your business. Discussion topics include:

  • Regulation & legislation impacting brokers 
  • How compliance with pending regulations may impact your business 
  • “Loan” vs. “Financing”… when to use each term and why 
  • How to stay up to date on important updates for your business 
*10:00 AM – 5:00 PM EXHIBIT HALL OPEN

2024 Speakers

Keynote Speaker

Kevin Harrington

Featured Speakers

Bill
GALLAGHER

PRESIDENT CFG MERCHANT SOLUTIONS

SCOTT
CROCKETT

FOUNDER AND CEO EVEREST BUSINESS FUNDING

Dan
Gans

FOUNDER POLARIS CONSULTING, LLC

Mary
Donohue

EXECUTIVE DIRECTOR, REVENUE BASED FINIANCE COALITION

JOSHUA
NOVOTNEY

PARTNER SBL STRATEGIES

Kate
Fisher

PARTNER HUDSON COOK, LLP

Rachael
Schreiber

Government Affairs Strategist at Catalyst

Contact

More than just a conference.
An experience to remember.

Engaging and impactful content is only as strong as the venue it is presented in, that is why Brokers Expo New York City creates a full top notch experience down to the very last detail. 

Another year, another industry leading experience everyone will be talking about. This year we will be heading to an incredible new venue to create incredible new experiences. Brokers Expo New York City will continue to grow and change the industry, and it will continue to be the event of the year everyone will be talking about. Don’t wait, lock in this year’s event at its low super early bird rate.

Venue

This year, the Brokers Expo NYC is set to take place at The Glasshouse in the vibrant Hell’s Kitchen neighborhood. 

This premier, state-of-the-art venue provides an elegant and modern backdrop, ensuring a luxurious and unforgettable experience for all attendees. Join us for an event filled with unparalleled networking opportunities, insightful sessions, and a chance to connect with industry leaders in a stunning setting.

Brokers Expo NYC 2024 Welcomes Guests to the INK Hotel

We are thrilled to announce INK Hotel as our official hotel. Enjoy exclusive rates starting at $339 per night, plus tax.

Reservation Deadline: October 7, 2024. All reservations must be secured with a valid credit card, and cancellations must be made at least 7 days prior to arrival.

Scroll to Top

Kevin Harrington

As an original star on the hit TV show Shark Tank, the creator of the infomercial, pioneer of the As Seen on TV brand, and co-founding board member of the Entrepreneur’s Organization, Kevin Harrington has pushed past all the questions and excuses to repeatedly enjoy 100X success. His legendary work behind the scenes of business ventures has produced more than $6 billion in global sales, the launch of more than 500 products, and the making of dozens of millionaires. He’s launched massively successful products like The Food Saver, Ginsu Knives, The Great Wok of China, The Flying Lure, and many more. He has worked with amazing celebrities turned entrepreneurs including, like Billie Mays, Tony Little, Jack LaLanne, and George Foreman to name a few. Kevin’s been called the Entrepreneur’s Entrepreneur and the Entrepreneur Answer Man, because he knows the challenges unique to start-ups and has a special passion for helping entrepreneurs succeed.

BILL GALLAGHER

PRESIDENT CFG MERCHANT SOLUTIONS

Bill Gallagher has been the President of CFGMS since its inception in 2015. Prior to that, Bill was the Chief Credit Officer of CapFlow Funding, CFGMS’s factoring sister company, since 2009. Bill has held various senior-level Capital Markets and Investment Banking positions in the Institutional Fixed Income divisions of Lehman Brothers, and Barclays Capital.

SCOTT CROCKETT

FOUNDER AND CEO EVEREST BUSINESS FUNDING

Scott Crockett is the founder and CEO of Everest Business Funding. He is a seasoned professional with 20 years of experience in the finance industry. Mr. Crockett’s track record includes raising more than $500 million in capital and creating thousands of jobs. Scott has founded, built, and managed several finance companies in the consumer and commercial finance sectors.

DAN GANS

FOUNDER OF POLARIS CONSULTING, LLC

Dan Gans is the founder and managing principal of Polaris Consulting, LLC. Prior to establishing Polaris, Dan managed the Telecommunications, Technology and Energy practice at a top 20 lobbying firm in Washington, D.C. for three years. Under Dan’s stewardship, Polaris Government Relations has quickly become one of the most in demand boutique lobbying firms in Washington. Dan in an expert in fintech policy and works closely with the House Financial Services Committee and the Senate Committee on Banking, Housing & Urban Affairs.

Dan is an eleven-year veteran of Capitol Hill. Most recently, Dan served as Chief of Staff to Congressman Bob Riley (R-AL). In addition to serving as Riley’s Chief of Staff, Gans was also a Senior Advisor (in a volunteer capacity) to Riley’s successful gubernatorial campaign in 2002. Dan worked with the campaign General Consultant to develop and implement a successful media, grass roots, and fundraising plan.

As Chief of Staff, Dan served as Congressman Riley’s principal strategist and advisor on all legislative and political matters including the Congressman’s work on the Financial Services, Armed Services and Agriculture Committees. Dan’s responsibilities included oversight and management of the Washington, D.C. and Alabama offices. Dan also served as the Congressman’s liaison to House leadership and the Republican Study Committee.

During his tenure as Chief of Staff, Gans was recognized by The Wall Street Journal for designing a state-of-the-art interactive Congressional website that implemented an e-video communication platform. Bob Riley was the first Member of Congress to communicate with his constituents using video email technology. It was no surprise that Campaigns and Elections magazine cited Bob Riley’s campaign website as one of the best in the country and critical to his election success in 2002. Dan has been a regular speaker on internet communication and e-strategy for the House Republican Conference. Dan also held a Department of Defense security clearance, which he was required to have in order to handle Riley’s work on the House Armed Services Committee.

MARY DONOHUE

EXECUTIVE DIRECTOR, REVENUE BASED FINIANCE COALITION

Mary Donohue is the Executive Director for the Revenue Based Finance Coalition (RBFC). Before joining RBFC, Mary worked as a government relations specialist for CATALYST Government Affairs. At CATALYST, Mary managed various client portfolios in areas ranging from a variety of financial services issues to foster care policy in many states across the country as well as in Washington, DC. Her prior work also consists of developing and managing the federal and state public policy strategies for the small business lending brands within Enova International (NYSE: ENVA) (OnDeck, Headway Capital, The Business Backer), including coordination with Enova SMB’s P&Ls, corporate support groups, third party consultants, and industry organizations. Mary also developed and led public policy promotion campaigns and built networks of trade associations, industry partners, and non-profit groups to support policies that help create and maintain access to credit over the internet for America’s small businesses. 

A well-seasoned government affairs professional, Mary lived and worked in Washington, DC for over ten years with a significant amount of time spent at one of DC’s top federal lobbying firms, Polaris Consulting. At Polaris, Mary specialized in financial services and labor client portfolios and implemented various strategic objectives through Congressional outreach and research.

Mary holds a Masters in Public Administration and Policy from American University and graduated magna cum laude from St. Lawrence University with a double major in Government and Psychology. In her free time, Mary enjoys hanging out with her husband, Parker, who is a U.S. Naval Officer and former Fighter Pilot, and their two dogs Cosmo, a Dalmatian, and Comet, an English Setter as well as her off the track Thoroughbred, Mucho.

JOSHUA NOVOTNEY

PARTNER AT SBL STRATEGIES

Joshua is a partner at SBL Strategies and focuses on financial services lobbying amongst other areas.  He has worked as an advisor for multiple U.S. Senators and Governors on both the political and official side for over 10 years.  Joshua served as a senior advisor for former U.S. Senator and Ranking Member of the Banking Committee Pat Toomey.

Joshua has been in the government relations industry for close to 10 years and focuses his lobbying on FinTech, alternative consumer and commercial lending, debt collection, credit reporting, international finance issues as well as some transportation, health care and immigration issues.

Mr. Novotney stays very politically active as well working on super PAC’s and informally advising campaigns.

KATE FISHER

PARTNER HUDSON COOK, LLP

Kate is a partner in Hudson Cook, LLP’s Maryland office and co-chair of the firm’s Business Funding practice group. Her practice focuses on the areas of Consumer Financial Services and Small Business Financing. Kate represents banks, finance companies, private equity and investment bank investors, merchant cash advance companies, and small business lenders establishing new programs and products, and conducts due diligence and compliance reviews of consumer lending and business financing portfolios.

RACHAEL SCHREIBER

GOVERNMENT AFFAIRS, CATALYST

Rachael Schreiber helps lead CATALYST’s multistate government affairs practice nationally and leads the firm’s Texas office.

After two decades navigating government from the municipal to the federal level, Rachael has a unique blend of private and public sector experience making her an effective advocate and strategist. She previously served as vice president of government relations for one of the largest consumer specialty finance companies in the United States and led its professional teams across the country. Prior to more than a decade of lobbying on financial services issues, Rachael served at some of the highest level positions in the Texas State Capitol.