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The International Factoring Association's (IFA) goal is to assist the Factoring community by providing information, training, purchasing power and a resource for the Factoring community.

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Events

Upcoming Events

Date Meeting Venue City
June
8
Digital Invoice Delivery
& Payments Webinar
Webinar 1pm - 2pm PDT
June
13 - 14
The Law & Business of Factoring
Training Course
Planet Hollywood Las Vegas, NV
June
16 - 17
Account Executive/Loan Officer
Training Course
Planet Hollywood Las Vegas, NV
July
13
U.S. Bureau of Economic Analysis Reporting
Obligations for Factoring Companies
Webinar 1pm - 2pm PDT
July
18 - 19
Credit & Collections
Training Course
Paris Hotel Las Vegas, NV
July
19 - 21
Financial Statement Analysis
Online Training Course
Webinar 10am - 12pm PDT
August
10
Back-Office Operations Webinar Webinar 1pm - 2pm PDT
September
15 - 16
Transportation Factoring Meeting JW Marriott Indianapolis, IN
September
21
What you Must Know About your Prospect’s
Buying System - Webinar
Webinar 1pm - 2pm PDT
October
17 - 18
Successful Transportation Factoring
Training Course
Planet Hollywood Las Vegas, NV
October
20 - 21
Small Factors Meeting Planet Hollywood Las Vegas, NV
October
27 - 28
Successfully Compete Against Fintech -
Training Course
Planet Hollywood Las Vegas, NV
Jan
25 - 27
2017 Presidents & Senior Executives
Meeting
Casa de Campo La Romana,
Dominican Republic
April
5 - 8
2017 Annual Factoring
Conference
Omni Fort Worth Fort Worth, TX

Event details will be posted below as they become available



Webinar - Digital Invoice Delivery & Payments
with Gary Lewis from ProfitStars

Invoice delivery and payment receipt—the two most time-sensitive, data-intensive aspects of any Factoring operation. What better place to apply modern technology for serious savings? But do you know what your options are? And how do you determine the best solution for your operation? Find out what’s possible, what’s best, and what’s next in this highly informative, one-hour webinar.

The Venue: Webinar

The Schedule:

  • Wednesday, June 8, 2016: 1pm - 2pm PDT (Pacific)

Topics:

  • * How to streamline operations with digital invoice delivery and payment receipt
  • * Cost vs. benefit - evaluating your technology options
  • * Determining the best approach for your size and market niche
  • * What to expect next for invoice delivery and payment technology

Instructor:

Gary Lewis has twenty years of commercial lending experience in executive banking positions with both national and community banks. He has been a top sales executive with ProfitStars Lending Solutions for four years and is manager of the CADENCE Collateral Management software sales team.

Fee:

The fee for this webinar is $40 ($50 for Non-IFA Members)


On Line Registration
or
info@factoring.org
or
call 1-805-773-0011 for more information


The Law and Business of Factoring
with Bob Zadek, Esq. from Buchalter, Nemer

The Venue: Planet Hollywood Resort and Casino - Las Vegas, NV

Bob Zadek's information-packed 2-day course - complete with a full set of superior forms he developed - is designed to help novices and seasoned factoring professionals, attorneys, and accountants build and strengthen their factoring know-how. His unique program devotes considerable time to revenue enhancing techniques and will increase your awareness of the factoring industry's challenges and opportunities.
This powerfully presented program provides the opportunity to learn about the most recent and relevant legal issues in today's factoring industry.

The Schedule:

  • Monday & Tuesday, June 13th  & 14th, 2016

Learning Objectives:

  • Add Revenue Enhancing Provisions To Your Contracts;
  • Sell Factoring By Diffusing Resistance To High APRs;
  • Get the Edge Over Other Competing Secured Creditors;
  • Get All You Can From The Notification Letter, Invoice, Acknowledgement And UCC Filing;
  • Deal Effectively With The Internal Revenue Service;
  • Eliminate Dilution And Deflect Account Debtor Claims;
  • Make Your Guaranties "Litigation Proof"
Some of the topics covered will be: 

  • The Law and Business of Factoring
  • Factoring Law - Usury And Bankruptcy Issues
  • Latest Case Developments
  • Factoring Without Recourse - What It Is - When To Do It
  • Pricing Options And Issues
  • Priority Issues - Where The Game Is Won And Lost
  • Taking Out Another Lender - The Right Way To Do It
  • Internal Revenue Service Issues
  • Specific Industries To Avoid/Pursue
  • Account Debtor Issues
  • Assessing Account Debtor Quality
  • Enforcing Claims After Default
  • Additional Financial Products You Can Sell To Clients

Instructor:

  • Bob Zadek, Esq. - Buchalter, Nemer
    Bob is one of the premier attorneys and an expert in the field of factoring. An attorney with the San Francisco office of Buchalter Nemer, he handles loan documentation, trade finance and letters of credit, loan workouts and bankruptcy. He is a past Chair of the Commercial Financial Services Committee of the Section on Business Law of the American Bar Association, and was a founder and Chair of its Subcommittee on Loan Documentation.

Accomodations:

  • A special rate at the Planet Hollywood of $89 has been negotiated for this event. There is also a $29/night resort fee. This includes use of the fitness center and internet access in your room.
  • You can make reservations by calling Planet Hollywood at 866-317-1829 and ask for the SMIFA6 rate.
  • Or you can reserve a room online by clicking here
  • Room block expires on May 13, 2016.

United Airlines:

  • United is the official airline of the IFA. If you call the United Reservations Meetings Desk at 800-426-1122 or go online at United Airlines, to book your reservations, you will receive a 5% discount off the lowest applicable discount fare. For all tickets issued through the United Meetings Reservations Desk, there will be a $25 per ticket service fee collected.
    Make sure to provide the Z Code ZWCV and Agreement Code 290445.

Fee:

    The fee for this course is $1495 ($1595 for Non-IFA Members)

Special Discount:

  • Past attendees from this course will receive 50% off
  • Bring 3 attendees for the price of 2
  • Register for this course and the AE-LO Training Course and receive a $100 total discount.
    Please call 805-773-0011 to receive these discounts

    The meeting will run from 7:30am - 4pm on Monday and 7:30am - 3pm on Tuesday, with a reception on Monday evening. The fee includes tuition, course materials (including all legal forms), continental breakfasts, coffee breaks, luncheons and the Monday evening reception.

    On Line Registration
    or
    info@factoring.org
    or
    call 1-805-773-0011 for more information


  • Account Executive / Loan Officer Training Class

    The Venue: Planet Hollywood Resort and Casino - Las Vegas, NV

    The Schedule:

    • Thursday & Friday, June 16th  & 17th, 2016

    Topics Include:

    • Invoice Verification Procedures
    • Checking the Paper Trail
    • Reviewing and Approving Debtor Credit Limits
    • Dealing with Credit Memos
    • Reserve Management
    • Management of the Accounts Receivable Aging
    • Monitoring Tax Payments
    • Collection Procedures
    • Specific Industry Concerns and Pitfalls
    • Client Service Techniques
    • Working with Government Contracts
    • Management Policies and Strategies
    • Documentation and Compliance Procedures
    • Assignment Procedures and Issues
    • Transportation Factoring Issues

    Instructors:

    • Jay Atkins   - President, Seacoast Business Funding a Division of Seacoast Bank
      Jay is a 30 year Commercial Finance Executive, holding titles as CEO or President within the Factoring Industry for the last 20 years. Jay currently serves as President of Seacoast Business Funding.

    • Amy Balciunas, CAEF - Executive Vice President, Sky Business Credit, LLC
      Amy has been involved in the factoring industry for over 10 years beginning as an account executive. Amy eventually moved into underwriting and structuring transactions, and then transitioned to overseeing the credit department and portfolio management. Amy is detail oriented, diligent and excels at managing risk. She believes that flexibility is important for both servicing the client and maximizing returns for the factoring company. Amy was one of the first to achieve the IFA’s Certified Account Executive in Factoring designation and is involved with the National Association of Credit Management. She has a Bachelor’s of Science in Finance from the University of Illinois Urbana-Champaign.

    • Diana Luoma, CAEF - President - D&S Factors
      Diana started her business career at the age of 19 when she was made the manager of her father's general store in Portola, CA, while going to school full time. After graduating from the University of Nevada, Reno, with a Bachelor's degree in Elementary Education she taught for two years. Upon completing her MBA in 2005 she took over the position of Chief Operations Officer for D&S Factors.

    • Mike Ullman, Esq. - Principal - Ullman & Ullman, P.A.
      Mr. Ullman graduated from Nova University Magna Cum Laude. He has been actively practicing in the areas of factoring and asset-based lending for over 25 years. Mr. Ullman is a member of the Florida and American Bar Associations as well as the Bankruptcy Bar Association for the Southern District of Florida.

    Accomodations:

    • A special rate at the Planet Hollywood of $89 has been negotiated for this event. There is also a $29/night resort fee. This includes use of the fitness center and internet access in your room.
    • You can make reservations by calling Planet Hollywood at 866-317-1829 and ask for the SMINF6 rate.
    • Or you can reserve a room online by clicking here
    • Room block expires on May 16, 2016.

    United Airlines:

    • United is the official airline of the IFA. If you call the United Reservations Meetings Desk at 800-426-1122 or go online at United Airlines, to book your reservations, you will receive a 5% discount off the lowest applicable discount fare. For all tickets issued through the United Meetings Reservations Desk, there will be a $25 per ticket service fee collected.
      Make sure to provide the Z Code ZWCV and Agreement Code 290445.

    Fee:

      The fee for this course is $895 ($945 for Non-IFA Members)

    Special Discount:

      Register the same person for this course and the Law and Business of Factoring course and receive a $100 total discount. Please call 805-773-0011 to receive this discount.
    The meeting will run from 8am - 4pm on Thursday and 8am - 3pm on Friday, with a reception on Thursday evening. The fee includes tuition, course materials, continental breakfasts, coffee breaks, luncheons and the Thursday evening reception.

    On Line Registration
    or
    info@factoring.org
    or
    call 1-805-773-0011 for more information


    Webinar - U.S. Bureau of Economic Analysis Reporting Obligations for Factoring Companies
    with Robert M. Schechter, J.D. and Pamela R. Kaplan, J.D. – PorzioCS

    Many U.S. factoring companies may be unaware that they are subject to mandatory reporting obligations imposed by the U.S. Department of Commerce's Bureau of Economic Analysis (the "BEA") if certain criteria are met. Specifically, U.S. factoring companies that are 10% or more foreign (non-U.S.) owned, own 10% or more of a foreign business, or transact with foreign parties, must pay particularly close attention to BEA reporting obligations and deadlines to remain compliant and avoid the risk of civil or criminal penalties. Cross-border business ownership of 10% or more can be direct or indirect through intermediate entities to trigger reporting obligations. When BEA reports are due, assessment of the compliance obligation and data gathering can be time consuming and burdensome; however, a systematized approach to BEA compliance can go far in alleviating the business burden and risk of noncompliance. This webinar will include an overview of potential BEA reporting obligations for factoring companies, the type of data required to be submitted, and processes by which these reporting obligations can be identified, simplified and met.

    The Venue: Webinar

    The Schedule:

    • Wednesday, July 13, 2016: 1pm - 2pm PDT (Pacific)

    Topics:

    • • An introductory discussion on the BEA reporting obligations that are most relevant and important for factoring companies;
    • • Strategies for complying with these obligations, including an understanding of what information the BEA is seeking from the factoring industry;
    • • Tips and tools for getting the most out of the information distributed by the BEA relating to the factoring industry.

    Instructor:

    Robert M. Schechter, J.D. – Vice President of Porzio Compliance Services
    As Vice President of Porzio Compliance Services, a wholly owned subsidiary of the law firm Porzio, Bromberg & Newman, P.C., Robert M. Schechter, JD guides individual and business clients on the implementation of systematic data collection, analyses and retention policies in order to ensure U.S. Bureau of Economic Analysis (BEA) compliance. Mr. Schechter writes and lectures regularly regarding cross-border investments in particular. Additionally, as a Principal of Porzio, Bromberg & Newman, P.C. and member of the law firm's Financial Restructuring and Bankruptcy Department, Mr. Schechter advises stakeholders in business finance, corporate compliance and restructuring matters.

    Pamela R. Kaplan, J.D. – Compliance Associate, Porzio Compliance Services
    Pamela R. Kaplan, J.D., serves as a Compliance Associate for Porzio Compliance Services, a wholly owned subsidiary of the law firm Porzio, Bromberg & Newman, P.C. Ms. Kaplan assists clients throughout the U.S. and abroad in identifying their U.S. Bureau of Economic Analysis (BEA) reporting obligations, gathering necessary data, and BEA report completion. Ms. Kaplan is also an Associate of Porzio, Bromberg & Newman, P.C. and a member of the law firm's Litigation Group.

    Fee:

    The fee for this webinar is $40 ($50 for Non-IFA Members)


    On Line Registration
    or
    info@factoring.org
    or
    call 1-805-773-0011 for more information


    Credit, Underwriting & Collections Training Course - The Art of Always Getting Paid

    Credit & Collections Training Course - The Art of Always Getting Paid

    The Venue: Paris Hotel and Casino - Las Vegas, NV

    The Schedule:

    • Monday & Tuesday, July 18th & 19th, 2016

    Topics:

    • Building debtor files;
    • Validating account debtor contact information;
    • Reviewing debtor credit reporting to determine creditworthiness;
    • Assessing bank/trade references, payment history and financial statements;
    • Utilizing the internet to access updated information;
    • Determining frequency for debtor credit evaluations;
    • Understanding debtor credit considerations;
    • Evaluating debtor payment patterns and delinquencies;
    • Ensuring internal checks and balances to mitigate fraud;
    • Understanding types of verifications;
    • Performing verification and collection calls;
    • Verbal techniques in collection calls;
    • Prioritizing collection efforts;
    • Measuring performance of your collectors;
    • Sending statements and/or demand letters;
    • Effective collection letters;
    • Entering and/or tracking invoice collection notes;
    • Communicating payment status internally and externally;
    • Maximizing your software to track debtor credit and trends;
    • Identifying red flags and early warning signs;
    • Knowing when to work with a collection agency;
    • When to call a collection attorney vs. a collection agency;
    • Pros and cons of filing suit;
    • Obtaining a default judgment and execution;
    • Alternative payment methods - credit card, check by fax, etc.;
    • Dealing with bankruptcies pre and post;
    • Cutting overhead while improving collections by automating, prioritizing & driving collection efforts

    Instructors:

    • Gen Merritt-Parikh - President, Allied Affiliated Funding
      Gen Merritt-Parikh officially joined Allied in September 2009 as Chief Operating Officer and was promoted to President in September 2014. As the company’s hands on leader, Gen has successfully built a solid team of talented employees within the Allied organization while also growing Allied’s marketplace recognition, improving profitability and minimizing loss exposure to the company. Her attention to detail, systematic follow through, upbeat attitude and strong leadership skills are a winning combination for employees and clients alike. She successfully maintains Allied’s overall client portfolio, leading and developing the account management team to ensure both effective and efficient account management and productivity, adherence to policies and procedures and risk management. Gen is a financial executive with more than 20 years of experience in all aspects of commercial finance, including traditional bank and SBA loans, asset based lending and factoring. She has also provided consultancy for factoring companies nationwide in all areas of owning and operating a factoring business including underwriting, auditing, marketing and account, portfolio and financial management. Prior to joining Allied, Gen worked as an industry consultant, served as an officer with Liquid Capital Corp and as the Chief Credit Officer for Comresco Capital. She also held various underwriting and portfolio management positions with Guaranty Business Credit and Southwest Bank. Gen has a Bachelor of Arts degree in Business and Economics from the University of Texas at Dallas and is currently serving as Subject Matter Expert for the IFA’s Factoring Account Executive Certification Program.

    • George Thorson - Executive Vice President, Triumph Business Capital
      George has more than 36 years of experience in commercial finance including factoring, asset based lending, business evaluations, loan work out and field auditing. Prior to joining Triumph Business Capital, George was a principal in Collateral Risk Management, Inc. and Credit Support International. George continues to serve as an industry expert and peer educator for the International Factoring Association and the National Association of Credit Managers. George received a B.S. in Accounting from St. Cloud State University, and is an IFA Certified Account Executive in Factoring (CAEF).

    • Brad Magill, Esq. - Attorney, The Collection Law Group, Inc.
      Accountant and member of the Pennsylvania Bar Association. Mr. Magill is actively engaged in the collection practice as a collection lawyer and managing litigator. Mr. Magill has significant collection and litigation experience in the factoring arena, the finance world, and in working with an assortment of manufacturing, distribution, software and service companies. Mr. Magill has previously served as the Senior Vice President for a national accounts receivable finance company in which he developed sales and marketing strategies that helped the company grow from a start-up to one of the top accounts receivable finance companies in the US. In addition, Mr. Magill worked with senior underwriters to analyze access and determine the value of accounts receivable. Mr. Magill brings a unique skill set and perspective to TCLG that includes collection experience, accounts receivable valuation know-how, legal prowess and financial and accounting expertise. Mr. Magill attended The George Washington University and graduated with highest honors with a BBA in accounting. He attended George Washington University’s National Law Center where he obtained a Juris Doctor (JD) with Honors. Mr. Magill has also practiced law with various prestigious law firms in the District of Columbia and Pennsylvania.

    Accomodations:

    • A special rate at the Paris Hotel of $79 has been negotiated for this event. There is also a $29/night resort fee. This includes use of the fitness center and internet access in your room.
    • You can make reservations by calling Paris at 877-603-4389 and ask for the SPIFA6 rate.
    • Or you can reserve a room online by clicking here
    • Room block expires on June 17, 2016.

    United Airlines:

    • United is the official airline of the IFA. If you call the United Reservations Meetings Desk at 800-426-1122 or go online at United Airlines, to book your reservations, you will receive a 5% discount off the lowest applicable discount fare. For all tickets issued through the United Meetings Reservations Desk, there will be a $25 per ticket service fee collected.
      Make sure to provide the Z Code ZWCV and Agreement Code 290445.

    Fee:

      The fee for this course is $945 ($995 for Non-IFA Members)

    The meeting will run from 8am - 4pm both days, with a reception on Monday evening. The fee includes tuition, course materials, continental breakfasts, coffee breaks, luncheons and the Monday evening reception.

    On Line Registration
    or
    info@factoring.org
    or
    call 1-805-773-0011 for more information


    Financial Statement Analysis Online Training Course
    with Donald Clarke - Asset Based Lending Consultants

    The Financial Statement Analysis Seminar teaches how to properly analyze financial statements, focusing on liquidity and cash generation by doing vertical and horizontal analyses. Attendees will learn how to extrapolate, spread and analyze pertinent financial statement data and metrics.

    The Venue: Webinar

    The Schedule:

    • Tuesday, July 19, 2016 - Thursday, July 21, 2016: 10am - 12pm PDT (Pacific Time Zone) each day

    Some of the topics include:

    • The Purpose of Financial Analysis.
    • Conventional VS. ABL.
    • Balance Sheet Ratios/Analysis.
    • Income Statement Analysis.
    • Analysis of Cost of Goods Sold (“COGS”).
    • Tracking Gross Margin Trends vs. Industry Comparisons.
    • Cash Flow vs. Debt Service Obligations and the Impact on Working Capital.
    • Breakeven Sales Analysis.
    • Connecting the Dots to Create a Global or Macro Outlook.
    Click here for a detailed list of topics

    Instructor:

    Donald Clarke, President of the ABLC group of companies boasts 36 years in the commercial lending, asset based lending, commercial leasing, quality of earnings certification and continuing education training focusing on corporate lending disciplines for Fortune 500 companies.
    Formed in 1988, ABLC, with regional offices in Los Angeles, Houston, London, England and Miami, is a Corporate Financial Consulting firm with major United States and international banks, private equity firms and institutional investors as its clientele. ABLC provides technical assistance on corporate loans (mostly asset based transactions), in addition to performing quality of earnings certification for private equity firms and institutional investors, and assists these groups on loans and investments aggregating $6 billion worldwide.

    Fee:

    The fee for this training course is $595 ($645 for Non-IFA Members)


    On Line Registration
    or
    info@factoring.org
    or
    call 1-805-773-0011 for more information


    Webinar - Back-Office Operations for Transportation Factors – Efficiency, Accuracy and Automation

    Back-office operations can have an outsized impact on the profitability and growth of factoring companies. Transportation factors, in particular, manage a high volume of relatively low value transactions. Processing those transactions efficiently and accurately can be a competitive advantage. Conversely, excess cost and errors can limit profitability and constrain growth.

    The Back-Office Operations webinar reviews options for processing debtor invoices, document management, debtor billing and receivables management. Attendees will be able to benchmark their costs and productivity against industry averages, identify operational best practices, and learn about new technology and automation options.

    The Venue: Webinar

    The Schedule:

    • Wednesday, August 10, 2016: 1pm - 2pm PDT (Pacific)

    Topics:

    • • Operations best practices (Efficient document induction; Accurate document indexing, data extraction and data entry; Flagging issues and exceptions; Handling fragmentary client submissions; Resolving exceptions; Debtor invoice packet generation and distribution; Debtor payment status updates)
    • • Best-in-class throughput rates
    • • Recent advances in technology (mobile apps, document management, OCR and artificial intelligence)

    Instructor:

    Matt Bernstein - CEO, HubTran
    Matt is CEO of HubTran, a provider of transportation back-office automation technology. Prior experience includes leadership roles at RR Donnelley Logistics, Helix Logistics, ArcelorMittal and GE. Matt began his career at Booz, Allen & Hamilton where he advised clients on supply chain strategy. He earned an MBA from Harvard Business School and a BA from Duke University.

    Fee:

    The fee for this webinar is $40 ($50 for Non-IFA Members)


    On Line Registration
    or
    info@factoring.org
    or
    call 1-805-773-0011 for more information


    Transportation Factoring Meeting

    The Venue: JW Marriott in Indianapolis, IN

    The Schedule:

      Thursday & Friday, September 15th & 16th, 2016

    The Program:

    Transportation Factoring organizations have unique needs. One of the best ways to help with your strategic planning is to spend time discussing those issues with other Transportation Factors. The purpose of this meeting is to provide a round table forum with current industry topics for Transportation Factors. This is a unique opportunity to share ideas and learn from others. We will begin with a welcome reception on Wednesday evening. Thursday we will begin with a group discussion followed by a guest speaker. Thursday evening we will have a group dinner. We will finish up with more group discussion and lunch on Friday. This meeting will also feature an exhibit hall with products and services for Transportation Factors.

    Moderators:

    • Eric Belk - Vice President, Match Factors, Inc.
      Eric Belk is the Vice President of Match Factors, Inc, a transportation factoring company in Florence, SC, that specializes in providing simple factoring solutions to small and medium-sized trucking firms. In addition to leading Match Factors, Eric also manages its affiliated companies – The Match Maker Inc., Logistec/TTS Resident Agents Service, Inc., and Truck Insurance, Inc. A Certified Factoring Account Executive (CFAE) and a recipient of the 2011 TIA Capital Ideas scholarship, Eric has over 20 years of industry experience. He received his MBA from the University of South Carolina in 2001, and currently serves as Professor of Business at Francis Marion University, where he has taught since 2003. In addition, Eric previously assisted aspiring entrepreneurs as a consultant with the Small Business Development Center. A hometown product, Eric remains actively involved in promoting the area and small business in the greater Florence community. He was a founding member of the Young Professionals of Florence, a civic organization committed to developing professional networking opportunities and supporting business growth, and has served in various leadership positions on the organization’s board since its inception.

    • George Thorson - Executive Vice President, Triumph Business Capital
      George has more than 36 years of experience in commercial finance including factoring, asset based lending, business evaluations, loan work out and field auditing. Prior to joining Triumph Business Capital, George was a principal in Collateral Risk Management, Inc. and Credit Support International. George continues to serve as an industry expert and peer educator for the International Factoring Association and the National Association of Credit Managers. George received a B.S. in Accounting from St. Cloud State University, and is an IFA Certified Account Executive in Factoring (CAEF).

    Legal Counsel Provided By:

    • David Jencks, Esq. - Attorney - Jencks & Jencks, PC
      David is an attorney specializing in working with transportation and small factors. He regularly assists with issues ranging from contract documentation, due diligence with prospects, best practices, field examinations, collections, and litigation, and personnel training. David also lobbies for finance and transportation associations in state and federal legislature bodies. He earned a Bachelor of Arts Degree at University of South Dakota and he holds a Juris Doctorate from Hamline University.

    Guest Speakers:

    • Nancy O'Liddy - Director of Government Affairs - Transportation Intermediaries Association (TIA)
      Ms. O’Liddy represents the TIA’s legislative, regulatory and public policy interests before Congress, the Administration, Federal Regulatory Agencies, State Governments and International Organizations. She began her Washington career by working on Capitol Hill for two Congressmen from PA and CA. After working on the Hill for several years she moved to the Association world, working on aging issues and then to transportation and supply change management. Before joining TIA, she worked with the Truckload Carriers Associations handling their Public Affairs Department. TIA is the only organization exclusively representing the third party logistics industry, conducting business in domestic and international markets.
      The transportation industry is encountering numerous regulatory and legislative pressure over the past several years (and in upcoming years). Issues such as CSA, HOS, ELDs, ESCs, driver training, drug testing, state requirements on rest breaks, etc. have created uncertainty in the industry. Factors, brokers, shippers, carriers, and all vital supply chain stakeholders need to have a clear understanding on how these regulatory items will impact their business operations and decision-making. Ms. O'Liddy will provide a detailed update on some of the major regulatory items in the industry and what they mean for Transportation Factors.

      Additional speakers TBA

    Exhibit Opportunities:

    • This meeting will feature an exhibit hall with vendors that provide goods and services to the Transportation Factoring industry.
      Click here for our Exhibitor/Sponsorship Form
      or Call 805-773-0011 ext 303 for more information.

    Sponsors:

    Accomodations:

    • A special rate at the JW Marriott of $199 has been negotiated for this event.
    • You can make reservations by calling the JW Marriot at 1-866-704-6162 and ask for the IFA rate.
    • You can also reserve a room online by Clicking Here
    • Room block expires on August 17, 2016. Based on availability.

    United Airlines:

    • United is the official airline of the IFA. If you call the United Reservations Meetings Desk at 800-426-1122 or go online at United Airlines, to book your reservations, you will receive a 5% discount off the lowest applicable discount fare. For all tickets issued through the United Meetings Reservations Desk, there will be a $25 per ticket service fee collected.
      Make sure to provide the Z Code ZWCV and Agreement Code 290445.

    Fee:

      The fee for this meeting is $895 ($945 for Non-IFA Members)
      Note: The Transportation Meeting is limited to 2 attendees per Factoring company. We recommend registering early, as this meeting is limited in attendance and has sold out in the past. Attendance for Non-Factoring companies is limited to exhibitors and sponsors.

    The meeting will run from 8am - 4pm on Thursday and 8am - 1pm on Friday. There is a Welcome Reception on Wednesday evening from 5pm - 7pm and a Group Dinner on Thursday evening from 6pm - 9pm. The fee includes tuition, course materials, continental breakfasts, coffee breaks, luncheons, Welcome Reception, Group Dinner and entrance to exhibit hall.

    On Line Registration
    or
    info@factoring.org
    or call 805-773-0011 for more information.


    Webinar - What you Must Know About your Prospect’s Buying System

    Traditional sales strategies are rarely the most efficient. In this high energy, entertaining session, we reveal things a salesperson must know but is afraid to ask about their selling struggles. You'll be surprised at what you discover about the detailed, guarded and secretive system prospects use that prevent your selling efforts from being effective.

    The Venue: Webinar

    The Schedule:

    • Wednesday, September 21, 2016: 1pm - 2pm PDT (Pacific)

    Are you or your sales team:

    • • Frustrated by prospects who lie, manipulate and disappear?
    • • Tired of winging it at meetings with no structure for an end result?
    • • Sick of doing the same old thing with the same old results?
    • • Struggling to udnerstand what keeps prospects from buying?

    Instructor:

    Eric Gomez - Partner, TrustPoint Management Group
    With over 18 years in business to business and business to consumer phone sales and management, Eric has a passion for seeing businesses grow. Eric uses his experiences to work with executives, sales management and sales associates to strengthen their sales and management skill sets. Eric was first introduced to Sandler as a client and embraced the methodology in his own business. Eric is a passionate speaker, trainer and coach. He has a unique ability to hold his clients to a high level of accountability and thrives on seeing businesses grow by implementing processes and improving behavior.

    Fee:

    The fee for this webinar is $40 ($50 for Non-IFA Members)


    On Line Registration
    or
    info@factoring.org
    or
    call 1-805-773-0011 for more information


    Successful Transportation Factoring Training Course

    The Venue: Planet Hollywood Resort & Casino - Las Vegas, NV

    The Successful Transportation Factoring Training Course is dedicated solely to Transportation Factoring professionals, offering detailed and specific transportation information in a classroom setting. If you purchase transportation paper or are considering doing so, don't miss these two days of instruction aimed to build and strengthen your Transportation Factoring knowledge.

    The Schedule:

    • Monday & Tuesday, October 17th & 18th, 2016

    Learning Objectives:

    • Prepare you and your staff for fraud;
    • Market more effectively;
    • Enhance revenue with additional products, affiliations, and your deal structure;
    • Improve collection techniques, not at the expense of profits;
    • Increase your credit sources and information;
    • Improve your position in defaults and workouts;
    • Prepare transportation specific contracts;
    • Improve your office's analysis of transportation paper

    Topics:

    • Revenue enhancing measures;
    • Customizing the transportation factoring contract;
    • Transportation fraud schemes and protective measures;
    • Effective and targeted marketing;
    • Credit information - where to get it and what to do with it;
    • Comprehensive auditing and processing transportation paper;
    • Effective collection techniques;
    • Factoring transportation brokers and other intermediaries;
    • What FMCSA and DOT compliance means to you;
    • Problem loads and mitigation;
    • Additional products you can offer

    Instructors:

    • David Jencks, Esq. - Jencks & Jencks, P.C.
      David is an attorney specializing in working with transportation factors. He regularly assists with issues ranging from contract documentation, due diligence with prospects, best practices, field examinations, collections, and litigation, and personnel training. David also lobbies for finance and transportation associations in state and federal legislature bodies. He earned a Bachelor of Arts Degree at University of South Dakota and he holds a Juris Doctorate from Hamline University.

    • Lori Gustaf - Vice President, FirstLine Funding Group
      Serving as the Vice President of FirstLine Funding, Lori is a proven leader, adept in identifying and enforcing best business practices. She utilizes her past experiences and current skill set to manage the departments, staff, and daily operations of the factoring division. Lori is a member of the International Factoring Association (IFA) and has served a term on the IFA’s Board of Directors as well as co-instructed IFA transportation seminars. Lori is also a member of the National Association of Credit Management Transportation Revenue Management Group, Women in Trucking, the Minnesota Trucking Association, the South Dakota Trucking Association, the North Dakota Carriers’ Association, and Leadership Madison/Chamber of Commerce, and she currently serves on the Board of Directors for the local United Way.

    • Kim Kringen - Vice President/Business Development Officer, FirstLine Funding Group
      As Vice President and Business Development Officer, Kim utilizes her knowledge and practical experience of the factoring industry to create a customized factoring program for each client served. Kim is also skilled in generating and maintaining referral relationships with Factors and Lead Brokers throughout the country. Kim is a member of the International Factoring Association (IFA), instructing IFA transportation seminars and serving as a panel member at various annual conferences. She is a member of the National Association of Credit Management Transportation Revenue Management Group, Women in Trucking, the Minnesota Trucking Association, the North Dakota Motor Carriers’ Association and the South Dakota Trucking Association. Kim also serves on the Board of Directors for a local Domestice Violence Shelter.

    Accomodations:

    • A special rate at the Planet Hollywood of $95 has been negotiated for this event. There is also a $29/night resort fee. This includes use of the fitness center and internet access in your room.
    • You can make reservations by calling Planet Hollywood at 866-317-1829 and ask for the SMIFC6 rate.
    • Or you can reserve a room online by clicking here
    • Room block expires on September 16, 2016.

    United Airlines:

    • United is the official airline of the IFA. If you call the United Reservations Meetings Desk at 800-426-1122 or go online at United Airlines, to book your reservations, you will receive a 5% discount off the lowest applicable discount fare. For all tickets issued through the United Meetings Reservations Desk, there will be a $25 per ticket service fee collected.
      Make sure to provide the Z Code ZWCV and Agreement Code 290445.

    Fee:

      The fee for this course is $895 ($945 for Non-IFA Members)

    The meeting will run from 8am - 4pm both days, with a reception on Monday evening. The fee includes tuition, course materials, continental breakfasts, coffee breaks, luncheons and the Monday evening reception.

    On Line Registration
    or
    info@factoring.org
    or
    call 1-805-773-0011 for more information


    Small Factor's Meeting

    Small Factors Meeting

    The Venue: Planet Hollywood Resort and Casino

    The Schedule:

    • Thursday & Friday, October 20th  & 21st, 2016

    Small Factors have unique needs. This workshop is designed to give small factors a forum to discuss and learn. Emphasis will be on round table discussion, networking and education.

    We will be discussing specific topics that are of concern to Small Factors.

    Topics Include:

    • You took a hit...now what?
    • Negotiating with a larger factor (i.e. Participations, PO, Buyouts)
    • You've got a concentration...now what?
    • Risk Tolerance Elevator- What floor do you get off on?
    • Stress...Risk Factors To Your Health
    • Checklists- Simple But Powerful

    The second component of our meeting will concentrate on networking. We will begin on Wednesday evening with a Welcome Reception. Breakfast and lunches will be held together to give you a chance to network with the other attendees. Dinner on Thursday evening will also be included.

    Moderators:

    • Kim Deveney - Managing Partner - American Funding Solutions, LLC
      Kim is the managing partner of American Funding Solutions LLC located in Blue Springs, MO. She is a graduate of the University of Missouri-Columbia receiving a BS in Accounting. She earned a master’s degree in Business Administration from Webster University in Kansas City. She worked as accountant for State Street for 11 years before starting American Funding Solutions LLC in August of 2003. Since 2003, Kim has helped numerous small businesses improve their cash flow with factoring. She has worked with clients in many industries; transportation, manufacturing, service industries, medical, and construction. Kim has a passion for helping small businesses in the Kansas City area. She is a proud member of the International Factoring Association, and a founding member of The Factoring Alliance.

    • Ryan Jaskiewicz - President - 12five Capital
      Ryan is the founder and President of 12five Capital. Ryan grew up in the factoring industry and learned the business from a young age through his interest in what his father did for a living. He discovered a niche in the small factoring market that was not being addressed well enough by the industry as a whole. 12five Capital has a strong conviction that small businesses should be taken just as seriously as large businesses and consider their clients as a partnership, not just a business deal. They strive to always be on the cusp of technological advances that make our industry more efficient.

    Guest Speaker: TBA

    Legal Counsel Provided By:

    • David Jencks, Esq. - Attorney - Jencks & Jencks, P.C.
      David is an attorney specializing in working with transportation and small factors. He regularly assists with issues ranging from contract documentation, due diligence with prospects, best practices, field examinations, collections, and litigation, and personnel training. David also lobbies for finance and transportation associations in state and federal legislature bodies. He earned a Bachelor of Arts Degree at University of South Dakota and he holds a Juris Doctorate from Hamline University.

    Accomodations:

    • A special rate at the Planet Hollywood of $89 has been negotiated for this event. There is also a $29/night resort fee. This includes use of the fitness center and internet access in your room.
    • You can make reservations by calling Planet Hollywood at 866-317-1829 and ask for the SMINT6 rate.
    • Or you can reserve a room online by clicking here
    • Room block expires on September 19, 2016.

    United Airlines:

    • United is the official airline of the IFA. If you call the United Reservations Meetings Desk at 800-426-1122 or go online at United Airlines, to book your reservations, you will receive a 5% discount off the lowest applicable discount fare. For all tickets issued through the United Meetings Reservations Desk, there will be a $25 per ticket service fee collected.
      Make sure to provide the Z Code ZWCV and Agreement Code 290445.

    Fee:

      The fee for this meeting is $745 ($795 for Non-IFA Members)

      Note: This meeting is limited to 45 registrants. We recommend that you register early.
      The meeting will run from 8am - 4pm on Thursday and 8am - 1pm on Friday. There is a Welcome Reception on Wednesday evening and a Group Dinner on Thursday evening. The fee includes tuition, course materials, continental breakfasts, coffee breaks, luncheons, the Welcome Reception and Group Dinner.

      On Line Registration
      or
      info@factoring.org
      or
      call 1-805-773-0011 for more information


    How to Successfully Compete Against the New World of Fintech - Training Course

    The Venue: Planet Hollywood Resort and Casino - Las Vegas, NV

    The Schedule:

    • Thursday & Friday, October 27  & 28th, 2016

    Fintech lenders are changing the small business finance market. Initially started as Merchant Cash Advance (MCA’s), this group of lenders has evolved their operations to be unsecured ACH lenders. This segment of the industry has grown to have over 19 billion U.S. dollars in projected financing this year. The factoring industry has been greatly affected by the Fintech’s, both with their existing clients as well as potential new clients.

    During this class you will learn how the Fintech industry operates and various ways in which you can compete directly with them. We will be discussing methods you can put into place in order to protect your existing clients from being poached as well as new methods to modernize your operation to compete more effectively. Don’t be left behind! You can’t afford to miss this groundbreaking new training course.

    Topics Include:

    • How to deal with Fintech companies when they fund behind you
    • Dealing with UCC issues
    • Notification issues
    • Torturous Interference
    • How to modernize the Factoring model
    • Software
    • Real time interfaces
    • Methods to compete against illicit marketing practices
    • New marketing techniques
    • Social Media
    • Dealing with potential regulation against Fintech and Factors

    Instructors:

    • Cole Harmonson - CEO, Far West Capital
      Cole is the CEO and co-founder of Far West Capital. Prior to Far West Capital, Cole was the founder and senior vice president of State Bank’s Working Capital Finance Group (WCFG), the asset based lending and factoring division of State Bank. In 1996, Cole joined State Bank to start the WCFG, where he managed the business until the sale to Prosperity Bank in February 2007. Prior to joining State Bank, he was vice president at The National Bank of Texas in Fort Worth. Cole is currently a board member of the American Factoring Association, Greenlights for Nonprofit Success, AND Pure Action, Inc, as well as a former board member of Entrepreneurs’ Organization. Cole holds a Bachelor of Business Administration in Finance from Texas Tech University.

    • Solomon Lax - CEO, Pearl Capital
      Solomon is the CEO of Pearl Capital Business Funding LLC a leading small business finance company focused on creating value by financing small businesses regardless of the owner's personal credit scores. PCBF is a portfolio company of Capital Z Partners a leading private equity firm specializing in financial services companies. Solomon is the former general partner of CS Capital Partners LLC, a class of 1999 venture fund which invested in internet enabled companies and managing member of Cato Capital LLC, an investment bank focused on emerging growth companies. At CS Capital Partners LLC, Solomon was one of two founding partners that deployed over $16M in capital in 1999-2001 and achieved an 18% IRR after restructuring the portfolio, taking c ontrol of companies, and exiting from an internet retailer which Solomon seeded and led from $1m to $100m in sales , ultimately selling to strategic buyers in 2006. At Cato, Sol was responsible for seeding a healthcare receivable firm and a venture debt fund as well as participating as a principal in a number of diverse investments including commercial litigation financing. Sol is a holder of series 7 and 24 securities license.

    • Eyal Lifshitz - Founder & CEO, Bluevine Capital
      Eyal co-founded BlueVine to give small businesses a quick and simple way to access capital. As a third generation small business entrepreneur, he is passionate about helping small businesses grow and prosper. Before BlueVine, Eyal was a Principal at Greylock IL, a leading venture capital firm. At Greylock, Eyal was involved in investing over $100 million in capital in start-up companies. Earlier in his career, he was a consultant at McKinsey & Company and an engineer at Texas Instruments. Eyal currently lives in Palo Alto, California with his wife and 2 kids. He holds an MBA with high honors from the University of Chicago, where he was a Carlton Fellow.

    • Laurie Montplaisir, Esq. - Attorney, Robbins, Salomon & Patt, Ltd.
      Laurie recently joined the Chicago law firm of Robbins, Salomon & Patt, Ltd., bringing her extensive commercial finance practice to complement RSPLaw’s existing business and financial services groups. Laurie represents many clients in the factoring industry and counsels her factoring clients on legal matters unique to the factoring industry, as well as general legal matters including contract negotiations, employment issues and risk management. Laurie has represented clients in asset-backed securitizations, mergers and acquisitions and commercial finance as well as more general corporate, transactional and litigation matters. Laurie’s diverse legal background has equipped her with a broad legal knowledge base and fueled her passion for acting as general counsel for businesses that frequently require skilled legal counsel but lack an in-house legal team. Her experience serving the factoring industry and her familiarity with a variety of businesses have given Laurie unique insights that enhance her ability to provide practical legal advice.

    • Jared Weitz - CEO, United Capital Source, LLC
      Jared has been in Finance for 12 years but in this industry for 10.5 years. He started as an underwriter and worked in that position for about 2 years, from there moved to business development where he learned the brokering side of the market. After successfully starting the biz dev channel, Jared went on to co-found the inside sales group. After 5 years at that funding company, Jared started United Capital Source (UCS). UCS is a self-originating sales and marketing engine. They’ve experienced hyper growth in the market averaging 180% year over year for almost 6 years going. They have seen this growth for many reasons but one that is very prominent is that they listen to the client’s needs and place them where it best suits them. Today, UCS generates about 10m a month in funding for SMB’s. While they do accept broker business, it makes up less than 3% of their total funding per year. UCS has successfully run at a low single digit bad debt throughout their time in business and has put together some great technology that works with their funding partner’s technology that enables them to fund deals faster and continue to drill down on data to make themselves better.

    • Bob Zadek, Esq. - Attorney, Buchalter, Nemer
      Bob is one of the premier attorneys and an expert in the field of factoring. An attorney with the San Francisco office of Buchalter Nemer, he handles loan documentation, trade finance and letters of credit, loan workouts and bankruptcy. He is a past Chair of the Commercial Financial Services Committee of the Section on Business Law of the American Bar Association, and was a founder and Chair of its Subcommittee on Loan Documentation.

    Accomodations:

    • A special rate at the Planet Hollywood of $95 has been negotiated for this event. There is also a $29/night resort fee. This includes use of the fitness center and internet access in your room.
    • You can make reservations by calling Planet Hollywood at 866-317-1829 and ask for the SMFAC6 rate.
    • Or you can reserve a room online by clicking here
    • Room block expires on September 26, 2016.

    United Airlines:

    • United is the official airline of the IFA. If you call the United Reservations Meetings Desk at 800-426-1122 or go online at United Airlines, to book your reservations, you will receive a 5% discount off the lowest applicable discount fare. For all tickets issued through the United Meetings Reservations Desk, there will be a $25 per ticket service fee collected.
      Make sure to provide the Z Code ZWCV and Agreement Code 290445.

    Fee:

      The fee for this course is $995 ($1095 for Non-IFA Members)

    The meeting will run from 8am - 4pm on Thursday and 8am - 3pm on Friday, with a reception on Thursday evening. The fee includes tuition, course materials, continental breakfasts, coffee breaks, luncheons and the Thursday evening reception.

    On Line Registration
    or
    info@factoring.org
    or
    call 1-805-773-0011 for more information



    The International Factoring Association is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org



    The IFA offers CLE credits for upcoming programs. For approved programs and states, please contact Heather Villa at info@factoring.org or 805-773-0011 ext 301.



    The IFA offers CAEF credits for upcoming programs. For information on approved programs and courses, please contact
    Terri Baker at info@factoring.org or 805-773-0011 ext 303.

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