Learn from successful professionals

Current speakers from the Smart Funding Summit are featured below. If you are interested in speaking or participating at a future summit, please send us background information via email at info@smartfundingsummit.com

David Schweikert Speaker Smart Funding Summit

Jill Barnard
Chief Financial Officer - Televerde

Jill Barnard is the Chief Financial Officer for Televerde. In this position, Jill is focused on strategic movements and fast company growth. She joined Televerde with 30-years of executive experience across seven industries.

Tim Andrews Speaker Smart Funding Summit

Stephen Boatwright
Shareholder, Attorney – Gallagher & Kennedy

Steve has a strong understanding of how to efficiently represent entrepreneurs, small companies, public companies, and funding sources in all types of financing transactions.

Chris Loeffler Speaker Smart Funding Summit

Jerry Bostelman
CEO & Co-Founder, Vaco

Jerry Bostelman founded Vaco in 2002 with a simple idea in mind: to create a place where the talented malcontents of the world could be free to do work they love, where smart companies could connect with exceptional humans, and where people would work hard, have fun, and never want to leave.


Chris Brown
VP Business Development, Montage Partners

Chris’ primary responsibilities include sourcing and screening for new investment opportunities, building and maintaining intermediary relationships, and connecting with owners and management of lower middle-market companies.


Lena Dalbey
Founder, LINK Capital LLC

Lena Dalbey, Founder of Link Capital LLC, has 25 years of experience in sourcing and executing transactions, most recently as a Managing Partner with JDB Capital Partners.

Ron Fordr Speaker Smart Funding Summit

Donna JW Hare
Sr. Business Performance Consultant, Insperity

Donna JW Hare has more than 21 years' experience in the professional employer organization (PEO) industry.

Ryan Smeets Speaker Smart Funding Summit

Andy Lombard
EVP of Innovation and Venture Development, Arizona Commerce Authority

Andy Lombard serves as Executive Vice President of Innovation and Venture Development for the Arizona Commerce Authority.


Trindl Reeves
Principal and Chief Sales Officer, Marsh & McLennan / Lovitt & Touché

Trindl Reeves has been a Principal for Marsh & McLennan Agency since 2006. With over 30 years of experience in the insurance industry, Trindl’s leadership is grounded in her expertise in risk management and health & welfare consulting.

Jon Merriman Speaker Smart Funding Summit

Ryan Smeets
VP of Business Development, BIG YAM

As Vice President of Business Development, Smeets is responsible for targeting and building the best possible partnerships for BIG YAM.

Thomas Poletti Speaker Smart Funding Summit

Mike Smiggen
Co-Founder, Montauk Corner Partners

Mike is a co-founder and Partner at Montauk Corner Partners, a Scottsdale based private equity firm. 

Scott Purcell Speaker Smart Funding Summit

Peter Sturgeon
Managing Director, Sorenson Capital

Peter Sturgeon joined Sorenson Capital in 2006. He focuses on investment opportunities in key industries of interest to the firm where he has strong experience, including energy and software.


Robert Vera
Summit Host, Entrepreneur, Best Selling Author

Robert Vera enjoyed a twenty-year career in the banking industry. In 2006 he took a leap of faith to follow his dream to become an entrepreneur.


Bryan Walker
Managing Director- Transaction Services, Grant Thornton

Bryan is an advisory managing director based in San Francisco, specializing in transaction services. He has more than 20 years of experience providing financial due diligence to private equity and corporate clients


Craig Weiss
NJOY, Retainer Club LLC, Aladdin Dreamer, Inc.

Prior to Retainer Club and Aladdin, Craig was the President & CEO of NJOY, Inc. which he led to become the world's largest independent electronic cigarette and vaping company.