AGENDA
Friday, November 7th
8:00 am
Registration Opens
9:00am – 9:15am
Welcome Remarks - Ron Eccles
9:15am – 10:15am
KEYNOTE
The Art of Influence - Chris Widener
10:15am – 10:45am
Morning Coffee Break in the Capital Marketplace
10:45am – 11:30am
Unlocking Liquidity:
The Future of Mortgage Investing
Cade Thompson
11:30am-12:00pm
The Ripple Effect:
Making Waves with Your Legacy
Martha & Wood Speed
12:00pm – 12:15pm
Recap & Intro Lunch Sponsor - Ron Eccles
12:15pm - 1:30pm
Lunch in the Capital Marketplace
Sponsored By Colonial Funding Group
1:30pm – 2:30pm
Senior Housing is America’s Best Financial Opportunity
for the Next 20 Years!
Isabelle Guarino
2:30pm - 3:15pm
Become the Bank: The Note Cycle Advantage in Today's Market - Eddie Speed
3:15pm – 3:45pm
Afternoon Ice Cream Break in the Capital Marketplace
Sponsored By JB Lloyd & Associates
3:45pm - 4:15pm
Seller Finance Coalition - Jeff Watson
4:15pm - 4:45pm
Stacking Streams: How to Build a Cash Flow Machine with Notes
Brett Burky & TJ Osterman
4:45pm – 5:15pm
NoteSchool Case Study of the Year Presentations
Moderators: Eddie Speed, Joe Varnadore
5:15pm – 5:30pm
Closing Remarks and Intro of Welcome Reception Sponsor
Ron Eccles
5:30pm – 7:00pm
NoteExpo Welcome Networking Reception
Sponsored By RALA
Saturday, November 8th
8:00am – 9:00am
The Banking Blueprint LIVE: Three Proven Pathways (Which One Fits You?) - Eddie Speed
9:15am – 9:25am
Day 2 Kick-off - Ron Eccles
9:25am – 10:15am
Proven Strategies the Wealthy Use to Cut Taxes,
Protect Assets & Build a Lasting Legacy
Don Pendleton
10:15am – 10:45am
From Family Farms to Financial Freedom:
How ZimpleMoney Powers the Modern Private Lender
Ted Tekippe
10:45am – 11:15am
Sponsored By Colonial Capital Management
11:15am – 11:45am
From Uncertainty to Opportunity: Charting the Economic Future
Denia Ray
11:45pm – 12:15pm
How Note Investors Use Authority to Attract Private Capital at 7-8%, Better Deals, and National Platforms - Max Keller
12:15pm– 12:30pm
Recap & Intro Lunch Sponsor - Ron Eccles
12:30pm – 1:45pm
Sponsored By Noteschool
1:45pm – 2:30pm
From Hustle to Heritage: Building Freedom with Notes
Tracy Z & Fred Rewey
2:30pm – 3:00pm
Building Your Debt Fund: The Compliant Capital Raising Blueprint
Kyle Swafford
3:00pm – 3:30pm
Protecting Your Legacy, Strategic Risk Management
Beth Boisseau-Coots
3:30pm
NoteExpo Wrap Up - Ron Eccles & Eddie Speed
3:45pm
NoteExpo Concludes
Testimonial
“You can always get takeaways, learning what other people are doing in their business that can help me out in my business.”
~ Justin Wagner