FM Live 2027 · Feb 25–28 · Orlando

The 15 operators shaping independent funding.

Not a curated fintech conference. Real brokers, real lenders, real credit-tech operators — sharing what they're doing right now to win.

LK
PORTRAIT PLACEHOLDER · SWAP FOR HERO IMAGE
KEYNOTE · DAY 1 · MAIN STAGE

How I fund $3M/mo
without a team.

The exact stack, systems, and 3 non-obvious moves that let one broker replace a 6-person shop. Live walkthrough. Live Q&A.

Day
Thu · Feb 25
Time
09:30 EDT
Room
Main Stage
LK
Leo KanellFounder · Funding Machine
The lineup

Sessions · fireside · workshops.

Every talk is designed around a specific broker problem — with concrete answers from operators who've solved it.

SR
Sabrina Reeves
Independent Broker · Meridian Brokerage

5:15 to first offer — the AI + workflow stack that runs my book.

JP
John Palmer
Founder · Copperline Capital

Consolidating 4 tools into 1 OS — the 90-day migration playbook.

RD
Ryan Dominguez
Independent Broker · 6 yrs

Keeping 100% while growing lender depth — the relationship math.

CK
Cameron Kaminski
Sr. Broker · Blue Ridge Capital

How AI caught the NSF patterns I would've submitted on.

BM
Brian Michaels
Team Lead · Ironwood Financial

Managing 7 brokers on one pipeline — visibility without micromanagement.

KT
Katrina Torres
CEO · Highland Funding Group

Building your affiliate flywheel — 18 partners, 30% close lift.

Marcus Chen
Head of Engineering · Funding Machine

Building AI underwriting that lenders trust — audit trail as feature.

JN
Jenn Novak
Head of Data / AI · Funding Machine

Reading a bank statement in 8s — the OCR + cash flow model.

DC
David Crestwood
VP Underwriting · Nexlink Capital

What a lender wants to see in a submission — the checklist.

RN
Rachel Nadel
Head of Broker Ops · Meridian Funding

Speed vs. quality — the trade-offs lenders actually make.

Elena Whitfield
Managing Director · Copperbridge Financial

Term loans vs. MCA — when to route which and why brokers get it wrong.

MG
Miguel Garrison
Founder · Blueline Broker Coaching

From 5 deals/mo to 50/mo — the operator's growth curve.

Get your seat before rates go up

Early-bird ends Oct 31.

$500 price increase after that. Room block at the venue closes Jan 15.

Reserve your seat → See full agenda