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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
July
29
How Bankruptcy Affects Your Factoring
Relationships – The Basics
Webinar 1pm PDT
August
25 - 27
Backroom Operations: Focus on Fraud
3 Day Webinar
Webinar 10am - 12pm PDT
Sept
10 - 11
Transportation Meeting Grand Hyatt Denver, CO
September
22
Successor Liability Webinar Webinar 1pm - 2pm PDT
Oct
8 - 9
Sales & Marketing Training Planet Hollywood Las Vegas, NV
Oct
26 - 27
Strategic Working Capital Issues for
Factors and Asset Based Lenders
Planet Hollywood Las Vegas, NV
Oct
29 - 30
How to Advance on Other
Boot Collateral
Planet Hollywood Las Vegas, NV
Jan
27 - 29,
2016
Presidents & Senior Executives
Meeting
Trump Ocean Club International
Hotel & Tower
Panama City, Panama
March
8
Luncheon Meeting with NYIC Arno Ristorante New York, NY
April
13 - 16
Annual Factoring Conference Fairmont Scottsdale Princess Scottsdale, AZ

Event details will be posted below as they become available



Webinar: How Bankruptcy Affects Your Factoring Relationships – The Basics
with Byron L. Saintsing, Esq. - Partner, Smith Debnam Narron Drake Saintsing & Myers, LLP

This program will be of benefit to risk managers, credit managers, and other executives responsible for the performance of factored accounts. “Bankruptcy” can be a scary word to the factoring community. This webinar will provide you with some of the basics that are essential when you encounter a customer that files bankruptcy.

The Venue: Webinar

The Schedule:

  • Wednesday, July 29, 2015: 1pm - 2pm PDT (Pacific)

Topics:

  • * What am I allowed to do once the bankruptcy case has been filed?
  • * Is my collateral secure and if not what can I do about it?
  • * Is my Factoring Agreement subject to being re-characterized by a bankruptcy court?
  • * Are there other liens against the receivables I am factoring, and if so do I have priority?
  • * Am I oversecured or undersecured, and why does it matter?
  • * Is there a chance I am going to have to give any money back to the customer?

Instructor:

Byron L. Saintsing, Esq. - Partner, Smith Debnam Narron Drake Saintsing & Myers, LLP
Byron Saintsing leads a practice group whose attorneys concentrate in matters of construction law, commercial and business litigation, representation of factors, equipment lessors, charter schools and education law, and commercial creditor bankruptcy. Byron's practice emphasizes effective and frequent client communication, as well as efficient and results-oriented representation. He has represented clients in the construction and heavy equipment leasing industries for more than 27 years in matters such as mechanics liens, bond claims, delay claims, warranty disputes, and numerous bankruptcy issues. Byron has written and lectured on many topics pertaining to construction and equipment leasing, including editing materials on North Carolina's adoption of Article 2A of the Uniform Commercial Code. He is admitted to practice in the State Courts in North Carolina, all three of its Federal Districts, and the Fourth Circuit Court of Appeals. He also regularly appears in Federal District Courts in other jurisdictions throughout the United States. Byron has served on the firm's Executive Committee since 2001 and regularly attends IFA conferences.

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


Webinar - Backroom Operations: Focus on Fraud
with Donald Clarke - President, Asset Based Lending Consultants

This course teaches operations analysts to decipher trending metrics on incoming collateral data on a real time basis, thereby helping to detect and isolate potentially fraudulent conduct.

The Venue: Webinar

The Schedule:

  • Tuesday - Thursday, August 25 - 27, 2015: 10am - 12pm PDT (Pacific)

Topics:

  • * Introduction - Importance Of The Operations Area
  • * Quantitative & Qualitative Analyses of Pledged Collateral
  • * Daily/Monthly Functions Of The Operations Department
  • * Reviewing Agings (Vertical & Horizontal Analyses, Trends & Trajectories, Concentration Debtors, Ineligibility Issues)
  • * Tests of Authenticity (Reviewing Invoices/Shipping Documentation, Verifications)
  • * Reviewing Remittance Reports (Testing Cash Inflow for Reasonableness, Reviewing Cash Control Mechanism Activities (Locked Box vs. Blocked Accounts), Tracking Sales, Turnover Trends & Dilution)
  • * Reviewing Inventory Reports (Vertical & Horizontal Analyses, Trending and Trajectory (Computing Inventory Turn & Impact on Liquidity), Ineligibility Issues)
  • * Reviewing Accounts Payable Agings (Vertical & Horizontal Analyses, Focusing on Critical Vendors)
  • * Reviewing The Borrowing Base For Accuracy
  • * Analyzing Key Collateral Indices
  • * Set Up And Maintenance Of Statistical Data
  • * Interfacing With Support Groups
  • * Case Work

Instructor:

Donald Clarke, President of the ABLC group of companies, boasts over 35 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 webinar is $450 ($500 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: Grand Hyatt in Denver, CO

The Schedule:

    Thursday & Friday, September 10th & 11th, 2015

The Program:

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 other Transportation Factors. 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 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 joined Advance Business Capital in 2007 as its Executive Vice President and COO. In 2012, Advance Business Capital became a member of the Triumph Bancorp group based in Dallas,TX. In May of 2012, George was named Executive Vice President and Chief Credit Officer of Triumph Commercial Finance. Mr. Thorson has more than 35 years of experience in the senior management and performance of asset based lending and factoring, business evaluations and underwriting, commercial lending operations, loan work out and field auditing. He began his career with Collateral Financial Services, Inc., a national asset based lending and collateral management firm, rising to Vice President, Regional Manager. George has also served as an industry expert for events with the International Factoring Association, the National Association of Credit Managers and the Commercial Finance Association.

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: TBA

Exhibit Opportunities:

Accomodations:

  • A special rate at the Grand Hyatt Denver of $179 has been negotiated for this event.
  • You can make reservations by calling the Grand Hyatt Denver at 1-303-295-1234 and ask for the Transportation Factoring 2015 rate.
  • You can also reserve a room online by Clicking Here
  • Room block expires on August 19, 2015. 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 ZUMJ and Agreement Code 826422.

Fee:

    The fee for this meeting is $845 ($895 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.

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 - 8pm. The fee includes tuition, course materials, continental breakfasts, coffee breaks, luncheons, Welcome Reception, Group Dinner and entrance to exhibit hall.


This meeting is sold out. Please call 805-773-0011 ext. 301 to be placed on the wait list or for more information.


Webinar - Identifying and Developing a Claim of Successor Liability
with Laurie A. Martin Montplaisir, Esq. - Shareholder, Schuyler, Roche & Crisham, P.C.

Nearly every factor has experienced the frustration of learning a client has ceased to trade, only to discover the purportedly defunct business is now being carried on by affiliates of the factoring client utilizing the customer list and other factor collateral. A factor is then left in the difficult position of attempting to recover against an insolvent client that has transferred factor’s collateral without consideration to evade the obligations owed to factor. Factors can utilize the doctrine of successor liability to successfully pursue a claim against the new entity. This webinar will provide an outline to determine if a claim of successor liability exists and how to effectively develop a strategy to pursue a successor liability claim.

The Venue: Webinar

The Schedule:

  • Tuesday, September 22, 2015: 1pm - 2pm PDT (Pacific)

Topics:

  • * What is the doctrine of successor liability?
  • * Identifying the facts that will determine if Factor has a successor liability claim
  • * Overview of theories of recovery
  • * Evidence to consider in pursuing a successor liability claim
  • * Areas of Inquiry to develop a viable successor liability cause of action
  • * State Fraudulent Transfer Statutes
  • * Immediate actions to take – and to refrain from taking – when discovering a successor liability claim

Instructor:

In joining Schuyler, Roche & Crisham in 1997, Laurie felt drawn to our firm by the opportunity to work with a wide variety of clients on general corporate and transactional matters, as well as a range of challenging assignments involving asset-backed securitization, mergers and acquisitions and complex commercial transactions. Her experience serving business owners and her familiarity with a variety of industries and commercial matters have given Laurie unique insights that enhance her ability to serve entrepreneurs and small to mid-sized businesses. In many cases, Laurie acts as “General Counsel” for clients who do not have in-house legal departments and advises clients on a broad spectrum of legal matters including contract negotiation, litigation management and employment matters. Laurie specializes in the representation of clients in the factoring industry, with asset-based lenders and factors currently comprising a large portion of her client base. She is a sought after presenter on industry topics, a speaker for the International Factoring Association on “Women in Factoring” and a participant on the Legal Panel at the IFA’s annual conference.

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


Sales & Marketing Training Class

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

The Schedule:

  • Thursday & Friday, October 8th  & 9th, 2015
This course is meant for individuals within a Factoring operation that are involved in Marketing, Sales or Managing a Sales Team. This is a comprehensive training course covering all of the basic Sales and Marketing issues related to the Factoring Industry. The sessions are designed to train Business Development Officers on how to determine the best course of action given their individual skill set, prior experience, financial knowledge, contact base and the firm’s abilities & limitations. We will be doing in-depth training on the basic Sales and Marketing methods used by the most successful sales-people in today’s market.
After completion of this course, the attendees will be better informed on the basic tools available to them and how to apply these tools in their present situation. They will have a better understanding of how to evaluate what ‘works’ as opposed to what ‘keeps them busy’.

Topics Include:

  • Increase Your Hit Ratio
  • Developing More Business in a Bad Market
  • The Basics of Marketing
  • Developing a Marketing Plan
  • Establishing your 'Piece' of the Market
  • Protecting Your Turf
  • Selling Tactics
  • Territory Management
  • Time Management
  • Selling Tools

Instructors:

  • Thomas Siska - Senior Vice President, North Mill Capital, LLC
    Mr. Siska began his career in 1984, building the Midwest Branch from the ground up for a West Coast based Non-Recourse Factor. Later, he established the firm’s first International subsidiary. He then supervised over 25 Sales Offices throughout North America. Tom left in 1994 to turnaround an Asset Based Lender. As part of the turnaround strategy, he also set up a de-novo Factoring Division. Two years later, the Company sold to a Bank for 15 times book equity. Tom later joined GE Capital as SVP for GE’s small ABL & Factoring Division. Prior to joining NMC, Mr. Siska founded an ABL & Factoring subsidiary for a business bank. Tom is a regular columnist for the IFA's magazine, The Commercial Factor. Mr. Siska holds degrees in Finance and Marketing from DePaul University, Chicago (1983) and earned his MBA from the University of Chicago (1990).

  • Kevin O'Hare - SVP/ABL Group Manager, Scott Valley Business Capital
    Kevin offers over 30 years of successful business and lending experience. His banking career combined with the time he spent in the Factoring industry has enabled him to assist a myriad of companies. With his MBA in hand, Kevin began following his entrepreneurial spirit and founded Capital Gain Company, a boutique finance business, followed by Pacific Business Funding, a commercial finance company. Kevin successfully grew each of these businesses and eventually sold them both, with Pacific Business Funding being sold to a large banking institution. In 2005, Kevin launched Graystone Capital which was acquired by Scott Valley Bank in September 2014. Now SVBusiness Capital continues the model that Kevin developed, a financial model that can provide companies with a variety of alternative working capital financing products, starting from the first day of revenues until the time companies qualify for traditional bank financing.

Accomodations:

  • A special rate at the Planet Hollywood of $94 has been negotiated for this event. There is also a $20/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 SMINF5.
  • Or you can reserve a room online by clicking here
  • Room block expires on September 7, 2015

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 ZUMJ and Agreement Code 826422.

Fee:

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

The class will run from 8am - 4pm both days 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


Strategic Working Capital Issues for Factors & Asset Based Lenders Training Course

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

The Schedule:

  • Monday & Tuesday, October 26th  & 27th, 2015
Strategic Working Capital Issues for Factors and Asset Based Lenders is designed to delve into the topics that are keeping you up at night. We will be discussing the subjects that management of Factors and Asset Based Lenders are (or should be) concerned about. From competition to legal issues, our experts will be examining what you should do to prepare your company to handle today’s and tomorrow’s challenges. If you are management in a Factor or Asset Based Lender company, this is a course you don’t want to miss.

Topics Include:

  • * Competition: Discussion of the following competitors, their threats, opportunities, strengths and weaknesses - Merchant Cash Advance/ACH Companies; ABL; Factors; Community Banks; SBA divisions of big banks.
  • * Sales & Marketing - Internet based strategies; Telemarketing; Broker referrals; Bank and other referral sources; Direct sales team.
  • * Capital Markets - Current state of capital markets; Senior debt structures; Recent aquisitions by BDC's, private equity, hybrid banks.
  • * ABL/Borrowing Base - Reporting; Frequency of Reporting; Inventory Issues; Securing overadvances with collateral.
  • * Fraud Prevention - Verification by type, frequency, amount; Electronic fraud; Field exam fraud test for A/R and inventory.
  • * Fraud/Case Studies - Case Studies; Prevention Techniques; Steps to deal with fraud after discovery.
  • * Legal Issues - Insurance Considerations (Business interruption insurance, Lenders loss payable endorsements); Inventory Financing Issues (Purchase money security interest special priority, Trademarked good licensing agreements, Consignment transactions, Floorplanning, Repurchase agreements with manufacturers, Inventory puts, "Hot Goods", Good in public warehouses); Landlord Issues; Foreclosure Issues (Foreclosure methods and rules - public sale, private sale, strict foreclosure, "friendly foreclosure").

Instructors:

  • Allen Frederic - CEO, Managing Member, Co-Founder - Republic Business Credit
    Republic Business Credit LLC is a commercial finance and factoring operation headquartered in New Orleans, Louisiana with offices in Houston and Chicago. Prior to founding Republic Business Credit Allen was CEO and founder of Gulf Coast Business Credit, the factoring division of New Orleans based Gulf Coast Bank & Trust Company where he served as CEO for 11 years. Allen started his factoring career at KBK Financial, an American Stock Exchange listed ABL lender where he was a Senior Vice President. His banking career included tenures at First Bank & Trust New Orleans where he served as CEO, Credit du Nord, a Bank Paribas subsidiary where he served as Vice-President, Inter First Bank Texas where he ran Louisiana operations and First National Bank of Commerce New Orleans.

  • Tim Stute - Managing Director - Houlihan Lokey
    Tim has 15 years of experience providing capital markets and M&A advisory services to the financial institutions sector, with a particular emphasis on the specialty finance industry, including equipment leasing companies, asset based lenders, accounts receivable factoring companies, and non-mortgage consumer lenders. Before joining Houlihan Lokey, he was a managing director and principal at Milestone Advisors, LLC in Washington, D.C., where he managed the No. 1 ranked M&A practice focused on the commercial finance sector. Prior to that, Tim was an associate in the Financial Institutions Group of First Union Securities, Inc. (now Wells Fargo Securities, Inc.) in Charlotte, N.C.

  • Debra Wilson - President - Vertex Financial, Ltd.
    Debra has been in the commercial finance industry since 1980 and has a wide range of experience in management, commercial credit & collections, auditing and marketing.
  • Legal Counsel Provided By:

    • 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 $94 has been negotiated for this event. There is also a $20/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 SMFAC5 rate.
  • Or you can reserve a room online by clicking here
  • Room block expires on September 25, 2015

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 ZUMJ and Agreement Code 826422.

Fee:

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

Special Discount:

    Register for this course and the How to Advance on Other Boot Collateral Training Course and receive a $100 discount per course ($200 total).
    Please call 805- 773-0011 to receive this discount

The class 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


How to Advance on Other Boot Collateral Training Course

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

The Schedule:

  • Thursday & Friday, October 29th  & 30th, 2015
This course will instruct you on how to work with various collateral types that are common for clients of factoring companies. This additional collateral can be used as a basis for additional advances. These advances can be handled by the factor or brokered by a third party company. We will talk about the various collateral types and how the factor can advance on them in-house. We will also be discussing what to expect if they are handled by a third party.

Topics Include:

  • * Boot Collateral - What It Is;
  • * How to Locate;
  • * How to Value;
  • * How to Handle the Legal Aspects;
  • * In-House Versus Partner - Pros and Cons;
  • * Purchase Order Financing (How to value, how to track, how to advance, how to monitor, what are the risks, what happens when PO turns into invoice, Intercreditor agreements with the PO financier);
  • * Equipment Finance - Leasing (How to value, how to track, how to advance, how to monitor, what are the ricks, what happens when equipment is sold/damaged/stolen, how to deal with equipment lenders/lessors and their expanded collateral definitions);
  • * Inventory Finance (How to value, how to track, inventory testing/counting, how to advance, how to monitor/borrowing base tracking/bonded warehouse/field exams, what are the risks, what happens when inventory is sold and turned into invoice);
  • * Other Collateral Types - Unsecured Loans, Real Estate, Luxury Assets, Asset Based Lending, etc.

Instructors:

  • Jason Floyd - Founder, Managing Director - Amerisource Funding, Inc.
    Jason is the founder and Managing Director of Amerisource Funding, Inc., providing commercial asset-based lending solutions throughout the U.S. and Canada. Since the inception of Amerisource over 30 years ago, he has gained considerable knowledge in factoring, equipment leasing and other related asset-backed lending products.

  • Emma Hart - EVP of Operations, Sr. Credit Officer - Sallyport Commercial Finance, LLC
    Emma serves as Senior Credit Officer and Executive Vice President at Sallyport Commercial Finance, LLC. She was previously the Executive Vice President of Operations with Bibby Financial Services USA, California from 2009 to 2014, where she managed a portfolio of clients across many industry sectors. In addition, she led a staff of 20+ operations, risk and underwriting personnel. She joined Bibby Financial Services USA, California in 2008 as VP of Risk Management. Ms. Hart was a Client Manager at Lloyds TSB Commercial Finance from 1998 to 2008. In this role, she managed a $100 million portfolio of high risk ABL clients comprised of confidential AR Financing, Inventory, Cash Flow loans, Equipment, Leveraged Buy-outs/Buy-ins. She spent the previous ten years as the Credit Control Executive, at Lloyds TSB where she managed a factoring portfolio of $35 million and team of 10 credit controllers on a 40:1 ratio of client to staff. During this time, she also setup and launched Lloyds’ first internet division.

Legal Counsel Provided By:

  • Jason Medley, Esq. - Attorney, LeClair Ryan
    Jason Medley is a shareholder in the Houston office of LeClair Ryan, PC, a full service firm with over 370 attorneys nationwide. He represents factoring companies, private finance groups and traditional lenders in a variety of transactional matters, from due diligence to contract negotiations, workouts, intercreditor relations and secured party collections.

Guest Speakers:

  • Lee Haskin - Founder & CEO - Crossroads Financial, LLC
    Crossroads Financial, LLC is a nationwide finance company that works with factors to provide revolving inventory lines, Retail Inventory Financing and Purchase Order Financing for their clients. Lee, who grew up in the factoring business and attended the University of Miami, learned his craft by working for his father who founded Allstate Financial, a successful factoring firm. This instilled in his son a strong entrepreneurial spirit. Over the last 25 years, he has started and successfully managed several factoring companies before starting Crossroads nine years ago.

  • Mike Hilton - Co-Presidnet - Brookridge Funding
    Mike is Co-President of Brookridge Funding which he co-founded in 1994. Brookridge provides Purchase Order Funding for clients throughout the U.S. and Canada. He graduated with a degree in business administration from St. John Fisher College before starting his career with Price Waterhouse. He subsequently was chief operating officer of seven companies in a variety of industries before co-founding Brookridge. Mike has served as a board member and treasurer of the Connecticut Chapter of the Turnaround Management Association.

  • David Levy - President - Utica Leaseco, LLC
    David is President and CEO of Utica Leaseco, LLC. Utica specializes in providing both Sale/Leasebacks and Senior Secured Loans against a wide variety of machinery and equipment pools for high risk borrowers and lessees across the U.S. Utica has approximately one hundred million dollars in value in its portfolio of leases and loans. Prior to founding Utica Leaseco in 2005, Mr. Levy was Executive Vice President of Norman Levy Associates and Dovebid Valuation Services and specialized in the evaluation and asset management arena.

Accomodations:

  • A special rate at the Planet Hollywood of $94 has been negotiated for this event. There is also a $20/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 SMIFC5 rate.
  • Or you can reserve a room online by clicking here
  • Room block expires on September 28, 2015

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 ZUMJ and Agreement Code 826422.

Fee:

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

Special Discount:

    Register for this course and the Strategic Working Capital Issues Training Course and receive a $100 discount per course ($200 total).
    Please call 805-773-0011 to receive this discount

The class will run from 8am - 4pm both days 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


2016 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: Trump Ocean Club International Hotel and Tower - Panama City, Panama

The Schedule:

  • Thursday & Friday, January 28th  & 29th, 2016

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 2016
  • 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:

  • Mick Goik - President & COO, Crestmark Bank
    Since joining Crestmark in January 2003, Mick Goik has had many roles, including: underwriter, credit officer, manager of the new business group, and new product development manager. In 2008, Mick was promoted to Director of Finance and Accounting, and subsequently gained responsibility for the IT Department. His creativity in finding financial solutions, and his keen ability to analyze financials and develop budgets has made him a huge asset to the company, and as such, Mick has led several recent mergers and acquisitions for Crestmark. In 2012, he assumed the role of President and Chief Operating Officer. Prior to starting at Crestmark, Mick worked for GE Capital out of Chicago and Michigan, taking on the roles of Underwriting and Sales, and held Senior Auditor positions at Heller Financial, Congress Financial, and Fremont Financial. Mick graduated with honors from Ferris State University with a Bachelor’s in Accounting and Finance, and recently won Crain’s Detroit Business 40 Under 40 Award, and is active in local community groups; as Chairman of the Clarkston 5436 Knights of Columbus, Cub Master of Clarkston BLE Pack 341, and Little League baseball coach.

  • Stephen Johnson - President, J D Factors
    Stephen is president of J D Factors, which he co-founded in 2000. With 10 offices in the U.S. and Canada, J D factors provides factoring of accounts receivable for small- and medium-size businesses throughout North America. Prior to starting J D Factors, he was with another factoring company and various banks for about 25 years. Johnson graduated from the University of Redlands, with a B.S. in mathematics. He is currently serving on the CFA’s Executive Committee and Board of Directors, and also serves on the boards of a credit union and university.

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: TBD

Accomodations:

  • A special rate at the Trump has been negotiated:
  • $189 for Deluxe Ocean View ($199 for Double Occupancy). Larger room types are also available.
  • You can make reservations by calling the Trump at 1-507-215-8888 or 1-855-225-9640 and ask for the
    Senior Executive Meeting 2016 rate.
  • Room block expires January 4, 2016.

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

This meeting is sold out. Please call the IFA at 805-773-0011, ext 301, to be placed on the wait list and 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.

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