The 2025 Fund Forum series takes a comprehensive look at a perpetually shifting target for private lenders: Stability. Subject matter experts put established practices under the microscope to examine if they really support the ongoing health of your business — or if the "quick fix to keep the doors open" solves the immediate pain point while thwarting your long-term strength.

Along the way, these experts will also look under the hood to provide practical guidance on reaching the KPIs that signal an operational framework capable of responding to and growing with local and national market change.

September Fund Forum: Efficient Operations

• Key checks and balances to manage speed vs. accuracy
• Methods to set client expectations to get what you need, when you need it
• Biggest bottlenecks and how to fix them

Your subject matter experts:

• Moderator: Scott Ward, AAPL Education Committee
• Alex Buriak, SVP, Jet Lending
• Jesse Goldberg, COO, Park Place Finance
• Shaye Wali, Founder and CEO, Baseline Software