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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
December
14
Factoring Governmental
Receivables Webinar
Webinar 1pm - 2pm PST
January
17
Account Debtor's Right of
Recoupment Webinar
Webinar 1pm - 2pm PST
Jan
24 - 26
2018 Presidents & Senior Executives
Meeting
Mauna Kea Beach Hotel Hawaii Island, HI
Feb
22 - 23
Domestic Supply Chain Finance
Training Class
Hilton Conrad Miami Miami, FL
March
6
Annual Meeting with NYIC
& IFA Northeast Chapter
Arno Ristorante New York, NY
May
9
Factoring Essentials Training Fontainebleau Miami Beach, FL
May
9 - 12
2018 Annual Factoring
Conference
Fontainebleau Miami Beach, FL
June
18 - 19
The Law & Business of Factoring
Training Course
Planet Hollywood Las Vegas, NV
June
21 - 22
Account Executive/Loan Officer
Training Course
Planet Hollywood Las Vegas, NV
July
12 - 13
TBA Planet Hollywood Las Vegas, NV
September
13 - 14
Transportation Factoring Meeting Hilton Cleveland Downtown Cleveland, OH

Event details will be posted below as they become available



Webinar: Factoring State and Federal Governmental Receivables -
with Jared Ullman, Esq. - Partner, Ullman & Ullman, P.A.

This webinar addresses key legal issues that factors [and asset-based lenders] need to consider when deciding whether to offer factoring or asset-based lending facilities to businesses that sell goods or services to state and federal governmental units, which issues include: sovereign immunity, the Federal Assignment of Claims Act, State regulations governing the assignment of claims, the application of Article 9 of the Uniform Commercial Code to transfers made by state government units, mandatory pre-litigation contract dispute procedures and more. We will discuss an actual collection lawsuit that a factor brought against a state governmental unit account debtor to collect accounts, and how to overcome numerous defenses that the state government unit account debtor raised against the factor to seek to prevent the factor from collecting the accounts.

The Venue: Webinar

The Schedule:

  • Thursday, December 14, 2017: 1pm - 2pm PST (Pacific Time Zone)

Instructor:

    Jared Ullman is a partner at Ullman & Ullman with experience in bankruptcy, restructuring and other commercial transactions as well as commercial litigation. Jared also has experience managing securitized institutional loans with value in excess of $50 million. His substantial experience in finance and business law makes him a highly valued member of the Ullman & Ullman team.

Fee:

The fee for this webinar is $50 ($75 for Non-IFA Members)


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


Webinar: New Case Law Affecting an Account Debtor’s Right of Setoff/Recoupment After Improper Payment by the Account Debtor to the Assignor
with David S. Pokela, Esq., Nexsen Pruet, PLLC

The Venue: Webinar

The Schedule:

  • Wednesday, January 17, 2018: 1pm - 2pm PST (Pacific Time Zone)

Description:

    After reviewing the historical backdrop of the case law analyzing an account debtor’s right of setoff/recoupment after improper payment (following receipt of notice of assignment) by the account debtor to the assignor, this program will examine two 2016 unpublished federal district court cases that support an account debtor’s right of setoff/recoupment. Then, this program will consider practical strategies for avoiding an account debtor’s ability to successfully argue setoff/recoupment.

Instructor:

    David S. Pokela received his B.S. degree from the University of North Carolina in 1987 and his J.D. degree from Wake Forest University in 1992 where he was a member of the Wake Forest Law Review and the Moot Court Board. Mr. Pokela concentrates his legal practice in the areas of commercial litigation (including the representation of factoring companies), appellate litigation, real estate litigation and land use litigation. He has previously served as a member of the Land Use Section Council of the North Carolina Bar Association. He also previously served as a member of the Real Property Section Council of the North Carolina Bar Association, in which he served as the Chairman of the Section’s Real Property Litigation Committee.

Fee:

The fee for this webinar is $50 ($75 for Non-IFA Members)


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


2018 Presidents / Senior Executives Meeting

Presidents and Senior Executives of 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 Presidents and Senior Executives in the factoring industry. This meeting is designed to facilitate that discussion.

The Venue: Mauna Kea Beach Hotel- Kohala Coast, Hawaii Island, HI

The Schedule:

  • Thursday & Friday, January 25th  & 26th, 2018

Learning Objectives:

We will be discussing specific topics that are of concern to Senior Executives. Some of the topics that we will concentrate on are:

  • State of the Industry
  • Marketing
  • Negotiations
  • How to Generate Business in 2018
  • Regulations
  • Planning for the future
  • Funding options
  • New products
  • Legal issues
  • Additional Topics TBA

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

Moderators:

  • Robyn Barrett - Managing Member, FSW Funding
    Robyn earned her bachelor’s degree from Arizona State University and a CPA license. Robyn's first official role in accounting was at Restaurant, Inc. in Phoenix, a food contract management company and subsidiary of the Greyhound Corporation. Three years later, she left the company to take on larger-scale accounting pursuits at The Dial Corporation. After six years at The Dial Corporation, Barrett ventured into the world of corporate finance at FINOVA Capital Corporation, a Phoenix-based publicly traded commercial lender. During her tenure at FINOVA, Barrett held numerous positions including: senior finance manager, senior marketing analyst, senior credit underwriter and vice president of marketing. After leaving FINOVA in 2000, she went on to serve as vice president of marketing and business development at ZoomLot Corporation. In 2001, Barrett founded Scottsdale-based Factors Southwest, LLC. Barrett holds a master’s degree in business administration from Grand Canyon University and is an active member of numerous industry organizations including: American Institute of Certified Public Accountants (AICPA); Arizona Society of Certified Public Accountants (ASCPA); Turnaround Management Association (TMA); Risk Management Association (RMA); International Factoring Association (IFA); Commercial Finance Association, and the Association for Corporate Growth.

  • Wayne Coker - President, Advantage Business Capital
    Wayne has been active in the factoring industry for over 30 years, after starting his own factoring company in Houston in 1985. In 1994, Wayne started one of the first bank-owned factoring companies in Texas. In 2000, Wayne and his team joined Central Bank, Houston’s oldest independent bank, where he also serves as Executive Vice President and Advisory Director. In 2001, Wayne and his staff completed the first of three acquisitions, including a local competitor that was founded in 1978. Prior to entering the factoring industry, Wayne was the owner of several companies in the Houston area. Wayne served on the first Board of the International Factors Association and is a Director of the Commercial Finance Association. Wayne graduated with honors from the University of Houston C.T. Bauer College of Business in 1984.

Legal counsel will be provided by:

  • Michael Ullman, Esq. - Principal - Ullman & Ullman, P.A.
    Mike graduated from Nova Law School Cum Laude in 1979, is a member of the Florida Bar and has been admitted pro hac vice in courts and arbitration proceedings throughout the country. Ullman & Ullman, P.A., formed in 1980, specializes in all forms of commercial transactions, litigation and arbitration. Mike is co-counsel to and has lectured for the IFA for over a decade and has published numerous articles including: Factoring Specialized Industries and Stories From the Trenches.

    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.

Guest Speaker:

  • Simon Anderson - Venture Foresight
    Simon J. Anderson is a professional futurist, keynote speaker, startup entrepreneur and emerging technology and trends consultant. He co-authored the 2014 Bellwether Award winning book “Foresight 20/20: A Futurist Explores the Trends Transforming Tomorrow” with fellow global futurist Jack Uldrich. Simon is dedicated to helping leaders and organizations recognize emerging technologies and trends. Having traveled to more than 25 countries, Simon brings a global perspective to his work. He is also a former advisor to several technology startups and a global education non-profit. Simon’s work was recently featured in the World Future Society’s monthly newsletter, “The Futurist” and the Austrian management magazine the “Hernsteiner”. Simon graduated in 2010 from the Florida State University, College of Business, where he double majored in finance and multinational business operations. He also worked in the telecom industry for nearly ten years in a variety of roles from technical consultant to retail sales manager.

Accommodations:

  • A special rate at the Mauna Kea Beach Hotel has been negotiated:
  • Golf Vista - $350; Golf Vista Deluxe - $375; Beachfront - $439; Ocean View - $469; Ocean View Deluxe - $750

  • You can reserve your room by calling 800-882-6060 or emailing reservations@princehawaii.com. You should identify yourself with the International Factoring Association.
  • Room block subject to availability.

Delta Airlines:

  • Delta has been designated as an official airline for the conference and is offering a group rate on all flights. To take advantage of the discount call Delta Airlines at 800-328-1111 or go online to www.delta.com and mention Meeting ID: NMQH9
  • United has been designated as an official airline for the conference and is offering a group rate on all flights. To take advantage of the discount call United Airlines at 800-426-1122 or go online to www.united.com Z Code: ZYWE Agreement Code: 180557

Activities:

Fee:

The fee for this meeting is $1195 (IFA Members Only)

Note: Attendees must have a minimum of five years experience in the Factoring Industry

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


Domestic Supply Chain Finance Training Class

We’ve assembled a group of Supply Chain Finance experts to conduct a course specializing in Domestic Supply Chain Finance. Our emphasis will be on the Long Tail with focus on smaller vendors. The goal of this course is to instruct Factors on how to market, price and operate this type of finance.

The Venue: Hilton Conrad Miami- Miami, FL

The Schedule:

  • Thursday & Friday, February 22nd & 23rd, 2018

Learning Objectives:

  • What is Supply Chain Finance?
  • How it differs from Factoring
  • Advantages/Disadvantages over Factoring
  • Can it be done domestically?
  • Can it be done for small suppliers?
  • Value Proposition for buyer and supplier
  • Solution Elements
  • Target Markets
  • Pricing
  • Insurance
  • Implementation
  • Competitive Landscape
  • Challenges with Supply Chain Finance
  • Legal Infrastructure
  • How Factors can participate (Onboarding, How to sell your participation)
  • How to Fund
  • Working with a vendor vs. going alone

Instructors:

  • Bob Kramer - Managing Partner, Capgenta
    Mr. Kramer is currently the Managing Partner at Capgenta, a consulting firm specializing in working capital management and Supply Chain Finance for banks, corporates and technology providers. He is a co-founder of Supply Chain Finance provider PrimeRevenue and also a co-founder of e-commerce technology provider Intelisys. He began his career in the Treasury & Trade Services divisions of JP Morgan Chase and Deutsche Bank. During his 14 years helping companies with their working capital initiatives he has successfully sold and implemented over 100 such programs globally, helping clients increase operating cash flow by nearly $25 Billion and reducing supplier costs by over $1 Billion annually. Mr. Kramer and his teams have analyzed over $2 Trillion in spend, examining payment terms by industry and commodity, the financial impact of SCF on the supply chain and supplier early payment behavior. Mr. Kramer earned his MBA from New York University’s Stern School of Business and received is BA from Cornell University.

  • Layla Hollender - President & CEO, TradeRiver USA

Moderator:

  • John La Lota - President, Sterling National Bank - Factoring & Trade Finance Division
    John is currently President of the Factoring and Trade Finance Division at Sterling National Bank. His responsibilities include the management of day-to-day operations in a highly regulated banking environment. He has overseen the acquisition of two factoring businesses over the past several years and helped Sterling become one of the largest factoring companies in the country. Prior to joining Sterling in 2000, John held senior level positions at Heller Financial and Congress Talcott. He is an active member in a number of trade and business associations including the Commercial Finance Association, the International Factoring Association and The Turnaround Management Association. John has volunteered with several charitable organizations, including The Needler’s Foundation and the Chabad Vocational Schools, where he is a former honoree. With over 34 years of experience in the factoring and asset based lending industry , he is also a trusted resource and has contributed to several publications including the Commercial Factor, The Secured Lender, ABF Journal, Woman’s Wear Daily, California Apparel News, Home Furnishing News and Bloomberg News. John resides in Long Island, New York with Karen, his wife of 27 years.

Legal counsel will be provided by:

  • Michael Ullman, Esq. - Principal - Ullman & Ullman, P.A.
    Mike graduated from Nova Law School Cum Laude in 1979, is a member of the Florida Bar and has been admitted pro hac vice in courts and arbitration proceedings throughout the country. Ullman & Ullman, P.A., formed in 1980, specializes in all forms of commercial transactions, litigation and arbitration. Mike is co-counsel to and has lectured for the IFA for over a decade and has published numerous articles including: Factoring Specialized Industries and Stories From the Trenches.

Accommodations:

  • A special rate of $309 at the Hilton Conrad Miami has been negotiated.
  • You can reserve your room by calling (305) 503-6500. You should identify yourself with the IFA Supply Chain Finance Training event.
  • Or you can reserve a room online by clicking here
  • Room rate expires 2/1/18. Room block subject to availability.

Airline Discount:

  • United has been designated as an official airline for the conference and is offering a group rate on all flights. To take advantage of the discount call United Airlines at 800-426-1122 or go online to www.united.com Z Code: ZE32 Agreement Code: 111538

Fee:

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

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.