Luncheon Panel: Best Practices when dealing with different Financial Firms

Panel #1: Yesterday, Today and Tomorrow with Fintech, MCA’s, and Factoring

  • Moderator, Morgan S. Grossman, Platzer, Swergold, Levine, Goldberg, Katz & Jaslow
  • Andrew Bertolina, Founder, Finvoice
  • Keith Ellis, VP Legal/Compliance, Expansion Capital
  • Harvey Gross, Executive Director, New York Institute of Credit
  • Patrick Siegfried, Assistant General Counsel, RapidAdvance
Panel #2: Traditional Lending Service - Historical and Still Relevant

  • Moderator, Jonathan Friedland, Partner, Sugar Felsenthal Grais & Helsinger LLP
  • Paul Schuldiner, Senior Vice President, Rosenthal & Rosenthal
  • Bob Grbic, President & CEO, White Oak Commercial Finance, LLC
  • Mark Seigel, President, Veritas Financial Partners 
  • Jeff Sirchio, Director of Operations, Aurous Financial 
Panel #3: Legal Panel

1.0 CPE/CTP/CIRA available per Session

Sponsored By
Master Sponsor
Panel #1 Sponsors
Panel #2 Sponsor
Media Partner
Please contact Chelsea Seres at
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