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.

July Fund Forum: Staffing and Vendors
– Hiring models: decisioning in-house vs. vendor routes
– Techniques for finding, recruiting, and keeping the right employee for the job
– Best practices to vet vendors and determine long-term fit

Your subject matter experts:
– Moderator: Scott Ward, AAPL Education Committee
– Marcus Carter, President, La Mesa Fund Control & Escrow Inc.
– Phil Feigenbaum, Senior Vice President Executive Recruitment, Huffman Associates LLC
– Anthony Geraci, CEO and Founder, Stratus Financial

August Forum: Fraud Protection on 8/20 at 1:30PM CT