events
Book Your Room for Broker Fair 2025 – NYC – May 19
March 21, 2025Book your room at ModernHaus located in the SoHo neighborhood of Manhattan using our special link. The pre-show party will be on the hotel’s rooftop bar JIMMY. The conference itself is just blocks away at Tribeca 360. To register for the pre-show and/or the conference, click here.
For any questions, email events@debanked.com or call 917-722-0808.
BROKER FAIR 2025 – NYC
February 27, 2025Broker Fair will return to New York City on May 19, 2025. The event is geared toward brokers, lenders, funders, vendors and more in the commercial finance and small business lending industries. Early bird pricing is now available at brokerfair.org.
deBanked CONNECT MIAMI – Agenda (Check-in Time 11AM)
February 19, 2025Check-in starts at 11am for regular attendees.
Go to the Arrivals Entrance at the Fontainebleau and walk to your left until you reach the event space. It’s not far.
All the food at the event is Kosher. Provided by Events by Executive Caterers.
Event ends at 5:30pm.
See the rest of the agenda here.
Industry Event Schedule at a Glance
February 17, 2025Here’s what in store for 2025:
2/20/25: deBanked CONNECT MIAMI – Miami Beach, FL
5/19/25: Broker Fair – New York, NY
10/28 & 10/29/25: B2B Finance Expo – Las Vegas, NV
Steve Sheinbaum to Speak at deBanked CONNECT MIAMI
January 29, 2025Stephen Sheinbaum, CEO of Circadian Funding, will be speaking at deBanked CONNECT MIAMI on February 20 at the Fontainebleau in Miami Beach.
Sheinbaum is a fintech veteran with 20 years of industry experience building investment products, platforms, programs and companies. As the former founder and CEO of Merchant Cash and Capital/Bizfi, he has funded and brokered approximately $4 billion for small businesses in the US, as well as lauching Japan’s first MCA venture. He is currently the CEO of Circadian Funding, LLC where he helps companies of all sizes access secured and unsecured capital. Stephen has appeared on, among others, CNBC, Fox and Bloomberg business shows, as well as being a main stage speaker at Finovate and other large fintech shows.
To register for the event, click here.
Sean Murray Published in Iarmhí: The Case for Éamon de Valera’s Birth and Baptismal Records Being Forgeries
December 19, 2024
deBanked Chief Editor Sean Murray recently had a research paper published in Iarmhí, Vol. 1, No. 4, a journal based in Co. Westmeath, Ireland that’s edited by renowned historian Seamus O’Brien. The title is: The Case for Éamon de Valera’s Birth and Baptismal Records Being Forgeries.
The journal’s launch party commenced on November 27 at The Greville Arms Hotel in Mullingar. It’s available for sale online at Just Books. For international shipping, please contact the shop owner in advance at justbooksmullingar12@gmail.com.
This is Murray’s first paper on the subject. Research on the matter began in 2021 while he was writing a book on a related story that overlapped with the birth record circumstances of de Valera.
Murray’s great great grandfather Christopher Murray, who hailed from Raharney, Co. Westmeath, was a longtime leader of the Westmeath Men’s Social & Benevolent Association of New York and contributor to The Westmeath Examiner up until he died in 1936.
Are You The Top Broker?!
November 21, 2024
Broker Battle returns on February 20, 2025 at deBanked CONNECT MIAMI. The competition, now the 2nd ever after last year’s very successful launch, is back with an improved format that allows for almost any qualified broker the opportunity to be tested LIVE in person. Broker Battle TWO will also have 3 separate broker categories versus last year’s catch-all. Those categories are Revenue Based Finance, SBA Lending, and Equipment Financing.
All competing brokers will be vetted, tested, and scored through very short judging rounds on the showcase floor. The two top scores from each category will actually compete on stage for the championship.
That means that as opposed to last year’s 6 total contestants and 7 separate battles on stage, this year’s competition could feasibly manage up to 100 contestants for which there will only be 3 total battles on stage (each being a championship). The format allows for more brokers to prove themselves in person while reducing total stage time for the final grand performance.
Each broker will win a cash prize and the distinction of being Top Broker (in their category). To be eligible for entry, you must be an active broker with good ethics and a positive reputation. You must also be registered to attend deBanked CONNECT MIAMI where it will take place and enter yourself in the battle itself here.
Broker Battle intends to foster best practices.
How Erica Bell of Tax Guard Won Second in The Poker Tournament
October 13, 2024
When the final hand of the B2B Finance Expo’s official poker tournament had concluded, Erica Bell, a Business Development Account Executive for Tax Guard, walked away with 2nd place. Bell has enjoyed poker for a long time and knows the game well. She’s even played in tournaments at the Ameristar Casino in Blackhawk, Colorado and won 1st place in one of them.
“The game’s strategy is what I truly enjoy,” Bell told deBanked. “A couple of individuals came up to me and congratulated me [on coming in 2nd].”
Bell, who at least took home a small prize, has worked for Tax Guard for 5 and a half years. For those not familiar, “Tax Guard is a 3rd party due diligence company who provides real-time insights into hidden tax debt of individuals and businesses by retrieving and analyzing IRS data directly from the source, the IRS,” she says.
The company’s services are primarily used by commercial lenders and financial institutions to assess tax-related risks associated with borrowers. Tax Guard is widely known throughout the industry and has been frequently referenced on deBanked. The company’s co-founder and CEO, Hansen Rada, even did a Zoom interview with deBanked during the early lockdown era of Covid.
The company’s value is pretty straightforward, a lot of tax debt is not easily discoverable, and they’ll get the info you don’t even know you’re missing straight from the source.
“By offering earlier visibility into potential tax issues, liabilities, liens, & levies, we help our customers make more informed lending decisions and mitigate financial risks,” Bell explains.
And if there is a hidden tax issue, Tax Guard can proactively work to resolve it and even negotiate a payment plan. One downside of ignoring tax debt as a lender is having to compete with the IRS when they ultimately move to enforce collection.
Clients can use the Tax Guard portal to run reports or integrate their API right into a CRM. Other critical information can be obtained as well including a wage and income transcript from the IRS. “This includes data from W-2s, 1099s, and other income forms, as well as withholding details,” Bell says. “This data provides a comprehensive view of a taxpayer’s reported income and can be critical when assessing financial risks, resolving discrepancies and verifying financial details.”
Obviously, Bell says that anyone interested in learning more can reach out to her directly.
“My role is highly dynamic, being sales, strategic partnership and relationship focused,” Bell says. “I really enjoy working with extremely talented people at Tax Guard, meeting new folks in the finance industry and learning from their perspectives.”
She’s also apparently planning to host her own upcoming friendly poker tournament so it’s safe to say she has no intention of letting her skills get rusty.
