As of 2/10/2026
| Andrew M. Rieke | Access Business Finance |
| Douglas L. McDonald | Access Business Finance L.L.C. |
| Chris Park | Accretive Partners |
| Jordan Allred | Accretive Partners, LLC |
| Johannes Masserer | ACG Los Angeles |
| Bretany Pilko | ACG San Francisco |
| Tucker H. Hase | Advantage Capital |
| Tucker H. Hase | Advantage Capital |
| Schuyler St. Germain | Advantage Capital |
| Tom Ulricson | Alpine Investors |
| Davis Luster | Arcline Investment Management |
| Jason M. Cunningham | Argosy Private Equity |
| Jason M. Cunningham | Argosy Private Equity |
| Wendy Beck | Armanino |
| Wendy Beck | Armanino |
| Andy Armstrong | Armanino LLP |
| Veronica M. Munoz | Association for Corporate Growth Inc |
| Jed Morley | Backstory Branding |
| Christopher C. Lingner | Baker Tilly Capital, LLC |
| Christopher C. Lingner | Baker Tilly Capital, LLC |
| Curtis Godin | Balmoral Funds LLC |
| David Fleming | Bank of New York |
| David Juneau | Bluehenge Capital Partners |
| Sean M. Martin | Bluehenge Capital Partners |
| Jake Michalko | BMO Capital Markets |
| Jake Michalko | BMO Capital Markets |
| Eric Hsiao | BNY Wealth |
| Ivan Lukic | BNY Wealth |
| Sean Zacot | Boss Strategy Global |
| Sean Zacot | Boss Strategy Global |
| Eric Ogren | BowPoint, LLC |
| Kyle Field | Brass Ring Capital, Inc. |
| Mark Jones-Pritchard | Bridgepoint Investment Banking |
| Bryan Wallace | Bridgepoint Investment Banking |
| Trent Bryson | Bryson |
| Andrew Moskovitz CPFA | Bryson Financial |
| Andrew Moskovitz CPFA | Bryson Financial |
| Bulend Corbacioglu | CaBo Capital LLC |
| Gavin Bates | Caltius Structured Capital |
| Chris Chidester | Capital Premium Financing |
| Raffi Aharonian | Catalyst Strategic Advisors |
| Raffi Aharonian | Catalyst Strategic Advisors |
| Charlotte Hagedorn | Centerfield Capital Partners |
| Charlotte Hagedorn | Centerfield Capital Partners |
| Brian Howley | CIBC Capital Markets |
| Scott Shapiro | CIT |
| Sandy Thomson | CIT Northbridge Credit |
| Larry Simon | Clearview Capital |
| Larry Simon | Clearview Capital |
| Tyler Mathis | Columbia Bank |
| Scott Blaeser | Commercial Funding Inc. |
| Scott Blaeser | Commercial Funding Inc. |
| Chelé Cary | Connor Group |
| Mark Nowak | Convergent Capital |
| Zoltan T. Berty | Corbel Capital Partners |
| Brandon Schmoyer | Cortland Credit Group |
| Kelsey Allen | Corvia Consulting |
| Darren J. Siegrist, CPA|MBA | Crewe Capital |
| John Downey | Crux Advisors |
| John Downey | Crux Advisors |
| Maxwell Walters | DBD Investment Bank |
| Layne Smith | Dorsey & Whitney |
| Ken Logsdon | Dorsey & Whitney |
| Peter Ott | Dorsey & Whitney LLP |
| Brandon Hodges | Eclipse Business Capital |
| Craig Dupper | Elan Growth Partners, LLC |
| Tyler Brown | Embark |
| Paul Rivenburgh | Encore Consumer Capital |
| Luke Redfern | Endeavour Capital |
| Luke Redfern | Endeavour Capital |
| Mason Seehusen | England Logistics, Inc. |
| Mike Miller | Fidus Partners |
| Mike Miller | Fidus Partners |
| Scott Clark | Flagstar Bank |
| Scott Clark | Flagstar Bank |
| James Morgan | Forbes Partners |
| Jeff Seitz | Forvis Mazars |
| Stephanie Opheikens | Forvis Mazars |
| Trevor Elliott | Forvis Mazars |
| Cecily Waters | Forvis Mazars |
| Trevor Elliott | Forvis Mazars |
| Eric Vreeke | Forvis Mazars |
| Brad Wyatt | Forvis Mazarsars |
| Mariah Nielsen | Forvis Mazarsars |
| David DeMille | Forvis Mazarsars |
| Steve Hanni | Forvis, LLP |
| Sara Gilson | Freeman Spogli |
| Sara Gilson | Freeman Spogli |
| Connor O'Byrne | Gemspring Capital |
| John P. O'Doherty | Gemspring Capital |
| Kent Savage | GLC Advisors & Co |
| Chad Gardiner | Griffin Financial Group |
| John Lee | Griffin Financial Group LLC |
| John Lee | Griffin Financial Group LLC |
| Greg Little | Grodivo |
| Carolyn Mathis | Harbor View Advisors |
| Carolyn Mathis | Harbor View Advisors |
| Nate Shepherd | Harbor View Advisors, LLC. |
| Nate Shepherd | Harbor View Advisors, LLC. |
| Katherine Fox | Harbour Group |
| Todd Leigh | Harvey & Company LLC |
| Todd Leigh | Harvey & Company LLC |
| Ryan Wells | Haynie & Company |
| Rob Abercrombie | Haynie & Company |
| Steve Avis | Haynie & Company |
| Chris Badger | Haynie & Company |
| John M. Newman | Heartwood Partners |
| Tim Vavla | Hemming Morse |
| Ethan Lee | Hemming Morse LLC |
| Blake Bartolomei | High Street Capital |
| Brice Baradel | Highview Capital |
| Brice Baradel | Highview Capital |
| Kyle Murphy | Hilco Global |
| Nick Matzke | Housatonic Partners |
| Sydney K. Hedberg | Howden Insurance Brokers |
| Craig Lawson | Hyde Park Capital Advisors, LLC |
| Craig Lawson | Hyde Park Capital Advisors, LLC |
| Amanda M. Roberts | IMA |
| Cory Ryan | IMA Diligence Services |
| Nate Hoole | IMA Financial Group |
| Shelby Young | IMA Financial Group |
| Regan Guth | IMA Financial Group |
| Kevin Hyer | IMA Financial Group |
| Kevin Hyer | IMA Financial Group |
| Max Hoole | IMA Financial Group, Inc. |
| Tracie Belt | IMA Financial Group, Inc. |
| Sandy Dalton | Industrial Device Investments |
| Declan Tougias | Inspirit Equity |
| Raphie Syed | Inspirit Equity |
| Declan Tougias | Inspirit Equity |
| Colin Steinberg | Institutional Architects |
| Felix Morgan | Insurance Solutions and more from Trucordia |
| Matt Barber | Insurance Solutions and more from Trucordia |
| Chris Gerardi | J.P. Morgan |
| Keith Brody | J.P. Morgan |
| Keith Brody | J.P. Morgan |
| Trevor Wong | JPMorgan |
| Trevor Wong | JPMorgan |
| Ian Walsh | JPMorganChase |
| Ian Walsh | JPMorganChase |
| Curt Anderson | K&L Gates |
| Curt Anderson | K&L Gates |
| Ryan Kell | Kahoa.ai |
| Drew Yergensen | KeyBank |
| Miles Curley | KeyBank |
| Finn Robbins | KeyBank |
| Mont James | KeyBank |
| Steve Wilson | KeyBank |
| Scott Scofield | KeyBank |
| Nate Cryer | KeyBank |
| Michael Wingard | KeyBank Business Capital |
| Michael Wingard | KeyBank Business Capital |
| Morgan Endicott | LCG Advisors |
| Morgan Endicott | LCG Advisors |
| George Helock | LCG Advisors |
| George Helock | LCG Advisors |
| Michael Todorovich | Lockton Companies |
| Alyssa Anglin | M-One Capital |
| Alyssa Anglin | M-One Capital |
| Katie Welch | Mangrove Equity Partners |
| Suzanne E. Viehweg | Max Connect Digital |
| Tyler Ashley | McNally Capital |
| Tyler Ashley | McNally Capital |
| Benton Sturt | Meridian Capital |
| David Harper | Merion Investment Partners |
| David Harper | Merion Investment Partners |
| Carter Amaral | MGG Investment Group |
| Carter Amaral | MGG Investment Group |
| Victoria Shih | Mizzen Capital |
| Sarah Cameron | Motive Workforce Solutions |
| Michael Carlson | Mountain Ridge Capital |
| Dan Angius | Nasdaq Private Market |
| Nichoel Richards | NBH Bank |
| Nichoel Richards | NBH Bank |
| Peter Vidmar | Northern Trust |
| Matthew Lilledahl | Northstar Capital |
| Tara Spalding | Nusano |
| Greg Annick | Pasadena Capital Partners LLC |
| Ryne Collins | Plexus Capital |
| Brendan MacKay | PNC Bank |
| Brendan MacKay | PNC Bank |
| Michele Scafani | PNC Business Credit |
| Michele Scafani | PNC Business Credit |
| Matt LeBaron | Pocketbook |
| David Maughan | Premier Tech Partners |
| Goda Naudziunaite | Renovus Capital |
| Goda Naudziunaite | Renovus Capital |
| Harrison Kelly | Renovus Capital Partners |
| Harrison Kelly | Renovus Capital Partners |
| Peter Heerdt | Riverarch Equity Partners |
| Peter Heerdt | Riverarch Equity Partners |
| Jeff Biesiada | Rosenthal Capital Group |
| David Rowley | RSM |
| Daniel Heidenreich | RSM |
| Tony L. Banks | RSM |
| Tony L. Banks | RSM |
| Jim Cronauer | RSM US LLP |
| Derek Welling | RSM US LLP |
| Gus Spanos | SBJ Capital |
| Gus Spanos | SBJ Capital |
| Douglas Parker | Seaside Equity Partners |
| Douglas Parker | Seaside Equity Partners |
| Spencer Brown | SG Credit Partners |
| Scott Ehrlich | Sklar Kirsh |
| Jason Thelin | SolutionStream |
| Justin Rohatinsky | SolutionStream |
| Josh Beutler | SolutionStream |
| Grace Richmond | Sopris Capital |
| Lori Gleeman | Soul Equity Solutions |
| Lori Gleeman | Soul Equity Solutions |
| Michael Kuzma | Spencer Fane LLP |
| Spencer Topham | Spencer Fane Snow Christensen & Martineau |
| Chad Rigdon | Spring Capital Partners |
| Dan Ellis, CPA | Stature Strategy LLC |
| Dan Ellis, CPA | Stature Strategy LLC |
| Brian Terrazas | Status Labs |
| Brian Terrazas | Status Labs |
| Olivia Watson | Store Capital |
| Olivia Watson | Store Capital |
| Cameron Soelberg | Stout |
| Jacob Andra | Talbot West |
| Steve Larsen | Talbot West, an AI Enablement Company |
| Maryanne Lenardo | Tech Capital LLC |
| Maryanne Lenardo | Tech Capital LLC |
| Kevin Doyle | Tenex Capital Management |
| Kevin Doyle | Tenex Capital Management |
| Matt Johnson | The Cynosure Group |
| David Tepper | Tiger Capital Group |
| Madi Sykes | Tower Arch Capital LP |
| Jonny Williams | TPA Investment Partners |
| Micah Dawson | Trivest Partners |
| Jared Roberts | Trivest Partners |
| Micah Dawson | Trivest Partners |
| Jared Roberts | Trivest Partners |
| Steven R. Wilkins | True West Capital Partners |
| Steven R. Wilkins | True West Capital Partners |
| Andrew Simmons | Turnout Industries |
| William Oberholtzer | Turnout Industries |
| Justin Gilson | Unity Point Capital |
| Kevin Meyers, CFA | Valuation Research (VRC) |
| Kevin Meyers, CFA | Valuation Research (VRC) |
| Robin Huling | Warner Communications |
| Joseph E. Peterson | Wells Fargo |
| Troy S. Akagi | Wells Fargo |
| Jason Cazier | Wintrust Financial Corp |
| Ryan Bassett | ZIONS BANCORPORATION N A |
| Tracy Groll | Zions Bank |
| Adam Whitefield | Zions Bank |
| Justin Gordon | Zions Bank |
| Jake Christensen | Zions Bank |
| Jim Vosburgh | Zions Bank |
| Jason Shurtleff | Zions Bank |
| Dulce Martinez | Zions Capital Markets |
Shay Larkin |
Event Details
When:
March 11 - 13, 2026
Where:
Grand Hyatt at Deer Valley
