Funding Smarter Moves: Staying Profitable and Agile in Peak Season

VIP Dinner - New York City, NY

Nov 5, 2025 6:00 PM8:30 PM EDT

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Here's what we talked about

  • From one-time buyer to loyal customer: How brands can convert Black Friday shoppers into repeat customers that drive profitability all year.
  • Smarter funding, stronger retention: How flexible capital and operational agility help brands stay in stock, scale fast, and build relationships that last.
  • Omnichannel profitability: Ensuring your brand experience is consistent and profitable across DTC, retail, and marketplaces.
  • Customer-centric growth: Investing in site experience, personalization, and retention programs that increase lifetime value while lowering CAC.
  • Post-peak strategy: How finance, marketing, and operations leaders can use holiday momentum to set a foundation for 2026 growth.

Event Partners

Wayflyer

Wayflyer is an Irish fintech company specializing in providing revenue-based financing solutions to eCommerce businesses. Wayflyer offers flexible funding options tailored for direct-to-consumer, Amazon, and wholesale brands.

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Barrel

Barrel is a New York-based digital agency specializing in creating omnichannel commerce experiences for consumer packaged goods (CPG) brands. Established in 2006, the agency collaborates with clients to design, build, and optimize eCommerce platforms, with a strong emphasis on Shopify Plus development, email and SMS marketing, loyalty programs, and conversion rate optimization.

Guest Speakers

Sean O'Toole LinkedIn

Head of Global Partnerships at Wayflyer

Tiffany Serbus-Gustaveson LinkedIn

Senior Digital Strategist at BWG Connect

Tiffany Serbus-Gustaveson is a Digital Strategist at BWG Connect, a network and knowledge sharing group of thousands of brands who collectively grow their digital knowledge base and collaborate on partner selection. With over 13 years of experience in the digital space, she has built a strong reputation for driving growth, innovation, and customer engagement across a variety of online platforms. She is passionate about keeping up with the latest industry trends and emerging technologies by speaking with hundreds of brands a year thru the BWG Network. 

Lucas Ballasy LinkedIn

CEO & Partner at Barrel

Lucas is the CEO and a Partner at Barrel, where he leads strategy, creative, and client partnerships for top DTC and CPG brands. With over a decade of experience in the Shopify ecosystem, Lucas is passionate about helping brands craft digital experiences that seamlessly balance storytelling, design, and performance. He writes regularly about leadership, creativity, and growth on his personal blog.

Event Moderator

Sean O'Toole LinkedIn

Head of Global Partnerships at Wayflyer

Tiffany Serbus-Gustaveson LinkedIn

Senior Digital Strategist at BWG Connect

Tiffany Serbus-Gustaveson is a Digital Strategist at BWG Connect, a network and knowledge sharing group of thousands of brands who collectively grow their digital knowledge base and collaborate on partner selection. With over 13 years of experience in the digital space, she has built a strong reputation for driving growth, innovation, and customer engagement across a variety of online platforms. She is passionate about keeping up with the latest industry trends and emerging technologies by speaking with hundreds of brands a year thru the BWG Network. 

Lucas Ballasy LinkedIn

CEO & Partner at Barrel

Lucas is the CEO and a Partner at Barrel, where he leads strategy, creative, and client partnerships for top DTC and CPG brands. With over a decade of experience in the Shopify ecosystem, Lucas is passionate about helping brands craft digital experiences that seamlessly balance storytelling, design, and performance. He writes regularly about leadership, creativity, and growth on his personal blog.

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What is BWG Connect?

BWG Connect provides executive strategy & networking sessions that help brands from any industry with their overall business planning and execution. BWG has built an exclusive network of 125,000+ senior professionals and hosts over 2,000 virtual and in-person networking events on an annual basis.
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