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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
April
15
Factoring Fundamentals Training The Roosevelt New Orleans, LA
April
15 - 18
2015 Factoring Conference The Roosevelt New Orleans, LA
June
15 - 16
Law and Business of Factoring Paris Hotel Las Vegas, NV
June
18 - 19
AE-LO Training Paris Hotel Las Vegas, NV
July
23 - 24
Factoring Government Receivables Planet Hollywood Las Vegas, NV
Sept
10 - 11
Transportation Meeting Grand Hyatt Denver, CO
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

Event details will be posted below as they become available



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

The Venue: Paris Hotel 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 15th  & 16th, 2015

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 Paris of $104 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 Paris at 877-603-4389 and ask for the SPIFA5 rate.
  • Or you can reserve a room online by clicking here
  • >Room block expires on May 15, 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 $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 800-563-1895 to receive these discounts

    The meeting will run from 7am - 4pm on Monday and 7am - 2pm 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 1-800-563-1895 for more information


  • Account Executive / Loan Officer Training Class

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

    The Schedule:

    • Thursday & Friday, June 18th  & 19th, 2015

    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, First Growth Capital
      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 First Growth Capital a National Factoring and small ticket Asset-Based Lending Division of FCC, LLC.

    • Robyn Barrett   - Managing Member, FSW Funding
      A Phoenix native, Robyn Barrett has seen the landscape of the Valley’s business community fluctuate with the natural ebb and flow of the economy. As a managing member of Factors Southwest, LLC, (dba FSW Funding) an independently owned and operated factoring firm, she helps small to mid-sized business-to-business companies secure funding that may not otherwise be available. By giving them access to the capital needed to grow, she is helping to shape Arizona’s business community. With a knack for numbers, Barrett took her grandfather’s old adage that, “the two things people cannot avoid are dying and paying taxes,” to heart and chose a career in accounting. With a bachelor’s degree from Arizona State University and a CPA license, she embarked on what has been a 20-year journey through the world of finance. In 2001, Barrett founded Scottsdale-based Factors Southwest, LLC. With more than a decade of experience in factoring and commercial finance, she has the knowledge and know-how to help small businesses secure financing and be poised for success.

    • Diana Clover - 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 Paris of $104 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 Paris at 877-603-4389 and ask for the SPINF5 rate.
    • Or you can reserve a room online by clicking here
    • >Room block expires on May 18, 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 $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 800-563-1895 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 1-800-563-1895 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.

    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.

      On Line Registration
      or
      info@factoring.org
      or call 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.

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