Every slot is built around a specific broker outcome — keynotes to open the day, workshops that ship playbooks, firesides to hear it straight, panels to challenge it.
DAY 01Thu · Feb 25
DAY 02Fri · Feb 26
DAY 03Sat · Feb 27
DAY 04Sun · Feb 28
Day 1 · Kickoff.
Thu, Feb 25 · 5 sessions · Main + Broker Lounge
08:30SETUP
Registration & morning coffee
Badge pickup, swag, and the first broker-lounge conversation of the year.
CHECK-INLOBBY
09:3060 MIN
Keynote · How I fund $3M/mo without a team
Leo Kanell walks through the exact stack, systems, and 3 non-obvious moves that let one broker replace a 6-person shop. Live walkthrough of the actual OS. Live Q&A after.
LK
Leo Kanell
KEYNOTEMAIN STAGE
10:4515 MIN
Break · Broker lounge
Coffee, badges, and the first "wait, you built that?" conversation of the day.
BREAKLOUNGE
11:0075 MIN
Live deal war-room · Bring your file, we'll run it
Sabrina, John, and Ryan pull deals from the audience and run them through Funding Machine live on stage. Real files, real AI analysis, real lender routing. Everyone leaves with feedback on their own book.
SR
Sabrina R.
JP
John P.
RD
Ryan D.
WAR-ROOMMAIN STAGE
12:3090 MIN
Lunch & lender roundtables
10 lender tables, 10 brokers each, 15-min rotations. Meet 4 lenders per lunch. Bring your book.
LUNCHBALLROOM
14:0045 MIN
Fireside · The next $1B in independent funding
Leo Kanell in conversation with Dave Crestwood (Nexlink VP) on where the puck is going for independent brokers — regulation, AI, lender consolidation, and what will separate winners from casualties by 2030.
LK
Leo Kanell
DC
Dave Crestwood · Nexlink
FIRESIDEMAIN STAGE
17:303 HRS
Opening reception · Rooftop
Sponsored by Nexlink Capital. Cocktails, DJ, sunset. No pitch decks after 6pm — house rule.
RECEPTIONROOFTOP
Day 2 · Deep work.
Fri, Feb 26 · 8 sessions · 3 rooms in parallel
09:0045 MIN
Morning brief · Yesterday's takeaways
15-minute recap, 30 minutes of open Q&A with the FM team. Bring the questions you didn't ask yesterday.
BRIEFMAIN STAGE
10:3090 MIN
Workshop · 5:15 to first offer — the AI + workflow stack
Sabrina walks through her exact daily broker workflow — every screen, every keystroke, every AI checkpoint. Hands-on with the OS.
SR
Sabrina R.
WORKSHOPSTUDIO A
11:3060 MIN
Technical · Building AI underwriting lenders trust
Marcus Chen (FM Head of Engineering) on why we ship auditable AI — inputs, calculations, confidence, and audit trails. For brokers who want to understand what's under the hood.
MC
Marcus Chen
TECHNICALSTUDIO B
14:0060 MIN
Session · Consolidating 4 tools into 1 OS — 90-day migration
John Palmer on the playbook that took Copperline Capital from 4 disconnected tools to one platform in 90 days. Downloadable migration checklist included.
JP
John P.
SESSIONMAIN STAGE
15:3060 MIN
Lender panel · What we actually want in a submission
3 lender heads on the checklist that makes them approve fast — and the mistakes that push you to the bottom of the queue.
DC
Dave · Nexlink
RN
Rachel · Meridian
EW
Elena · Copperbridge
LENDER PANELMAIN STAGE
16:0060 MIN
Fireside · Keeping 100% while growing lender depth
Ryan Dominguez on how he doubled his lender bench in 12 months without giving up a point of split. The relationship math, the negotiation, the receipts.
RD
Ryan D.
FIRESIDESTUDIO A
19:003 HRS
Broker dinner · Six tracks, six restaurants
Curated dinner cohorts by broker archetype — solo, team lead, brokerage owner, credit tech, lender, affiliate. Pick your table.
DINNERCITYWIDE
Day 3 · Awards + edge.
Sat, Feb 27 · 7 sessions · Awards evening
09:0075 MIN
Parallel workshops · 3 rooms
Cameron on catching risk patterns (Studio A) · Miguel on scaling 5→50 deals/mo (Studio B) · Katrina on the affiliate flywheel (Main).
CK
Cameron K.
MG
Miguel G.
KT
Katrina T.
WORKSHOPS3 ROOMS
10:3060 MIN
Lender panel · Term vs. MCA — when to route which
Elena Whitfield (Copperbridge) leads a panel on product type, deal size, and the routing decisions brokers get wrong.
LENDER PANELMAIN STAGE
11:0075 MIN
Session · Managing 7 brokers on one pipeline
Brian Michaels on visibility without micromanagement — the KPIs that matter, the ones that don't, and the weekly rhythm.
BM
Brian M.
SESSIONSTUDIO A
13:3090 MIN
Workshop · Building your affiliate flywheel
Katrina Torres on going from 0 to 18 active affiliates and a 30% close-rate lift. Bring a laptop — you'll leave with your first 5 affiliate outreach messages drafted.
KT
Katrina T.
WORKSHOPMAIN STAGE
15:0060 MIN
Technical · Reading a bank statement in 8 seconds
Jenn Novak (FM Head of Data/AI) on the OCR + cash flow model — what it sees, what it doesn't, and where it beats humans.
JN
Jenn N.
TECHNICALSTUDIO B
18:303 HRS
FM Live Top Performer Awards 2027
7 awards. 7 brokers. 7 stories. Dinner + open bar. Black-tie optional (dress code: broker sharp).
AWARDSGRAND BALLROOM
Day 4 · Send-off.
Sun, Feb 28 · Recovery + roadmap · Half day
09:3060 MIN
Product roadmap · What ships next
Leo + Marcus + Jenn on the Q1 2027 roadmap. Live vote on 3 features to ship first. Bring opinions.
ROADMAPMAIN STAGE
10:4560 MIN
Open Q&A · The whole team
Every FM team member on stage. No script. Ask anything.
Q&AMAIN STAGE
12:0090 MIN
Farewell brunch & broker photos
Grab the plate, grab the group photo, book the flight. See you in 2028.
BRUNCHLOUNGE
Reserve now · Early bird ends Oct 31
See you in Orlando.
4 days. 500+ operators. Every session live-recorded. Feb 25–28.