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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
Jan
18
Factoring, Accountants and
Bookkeepers Webinar
Webinar 1pm - 2pm PST
Jan
25 - 27
2017 Presidents & Senior Executives
Meeting
Casa de Campo La Romana,
Dominican Republic
March
7
Luncheon Meeting with NYIC
& IFA Northeast Chapter
Arno Ristorante New York, NY
April
4 - 5
Face Reading Workshop Omni Fort Worth Fort Worth, TX
April
5
Factoring Essentials Training Omni Fort Worth Fort Worth, TX
April
5 - 8
2017 Annual Factoring
Conference
Omni Fort Worth Fort Worth, TX
June
19 - 20
The Law & Business of Factoring
Training Course
Planet Hollywood Las Vegas, NV
June
22 - 23
Account Executive/Loan Officer
Training Course
Planet Hollywood Las Vegas, NV
July
27 - 28
Training Class TBA Planet Hollywood Las Vegas, NV
September
7 - 8
Transportation Factoring Meeting The Seelbach Hilton Louisville, KY

Event details will be posted below as they become available



Webinar - Factoring, Accountants and Bookkeepers - Why Can't the Factoring Industry Win Over Accountants?

with Andy North from AccountingWEB.com

The Venue: Webinar

The Schedule:

  • Wednesday, January 18, 2017: 1pm - 2pm PST (Pacific)
CPAs and bookkeepers should be a hugely valuable source of referrals from small business. They're closely involved in the decision making process (as the 'trusted adviser') and they're probably closer to the numbers than the business owner. So why has it proved so difficult for the factoring sector to mobilize them? And is there a way to reverse the trend. This session examines the change that the accounting profession is experiencing and how aligning their goals with your services might give us a new language with which to communicate.

Topics:

  • * How the CPA's world has changed in the last decade
  • * Why the marketing approach of the finance industry has been less successful than hoped
  • * How the cloud accounting sector has worked to win referrals from accountants
  • * What lessons can be learned from that sector
  • * How could the factoring industry apply those lessons and what changes might need to be made to capitalize on them

Instructor:

Andy North is the publisher of AccountingWEB.com - an online community for accountants seeking to run better practices. Andy has worked with suppliers to the profession for sixteen years both in the UK and US and helped hundreds of businesses build relationships with the sector.

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


2017 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: Casa de Campo Resort- La Romana, Dominican Republic

The Schedule:

  • Thursday & Friday, January 26th  & 27th, 2017

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 2017
  • Regulations
  • 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:

  • Kristen Hadeed - Founder - Student Maid
    Over the last nine years, Kristen Hadeed has challenged the millennial status quo and learned what it takes to bring out the best in people. At 19, she launched a company that has now employed hundreds of millennials and is known for its industry-leading retention rate and culture of trust, accountability and empowerment. Many of her former employees have gone on to run their own businesses and have received highly-sought after positions in companies around the world. Kristen now spends most of her time helping organizations across the country make a lasting, meaningful impact on people by creating environments in which they thrive. Kristen and her company, Student Maid, have been featured by news outlets including PBS, FOX and Forbes. Her first TED Talk has received more than two million hits on YouTube.

Accommodations:

  • A special rate at the Casa de Campo has been negotiated:
  • $305 for an Elite Patio room. Larger room types are also available.

  • Reserve a room online here:
  • Room block subject to availability.

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



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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