International Factoring Association

Welcome

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
23
DIP Factoring Facilities Webinar Online 1 - 2pm PDT
August
5 - 7
Financial Statement Analysis Training Online 10am - 12pm PDT
September
8 - 10
Intro to ABL Training Online 10am - 12pm PDT
Sept
11 - 12
Transportation Meeting Omni Nashville Hotel Nashville, TN
October
13 - 14
Portfolio Operations and Monitoring Planet Hollywood Las Vegas, NV
October
16 - 17
Credit, Underwriting and Collections Planet Hollywood Las Vegas, NV
October
27 - 28
Small Factors Meeting Planet Hollywood Las Vegas, NV
November
3 - 4
Commercial Finance Workouts Offices of Buchalter, Nemer Los Angeles, CA
January
21 - 23
2015 Presidents & Senior Executives Meeting Fairmont Kea Lani Wailea, Maui
Hawaii
March
10
Luncheon Meeting with NYIC Arno Ristorante New York, NY
April
15 - 18
2015 Factoring Conference The Roosevelt New Orleans, LA

Event details will be posted below as they become available



DIP Factoring Facilities and Underlying Principles Webinar
with Joe Brown - Schuyler, Roche & Crisham, P.C.

The Venue: Webinar

The Schedule:

  • Wednesday, July 23: 1pm - 2pm PDT (Pacific)

Some of the topics include:

  • An intermediate to advanced level discussion on DIP Factoring;
  • The most important bankruptcy principles underlying and relating to DIP Finance and therefore to DIP Factoring;
  • The basic rewards and risks of DIP Factoring;
  • The tactics and strategies that can be employed by factors to implement a DIP factoring facility on advantageous and protected terms.

Instructor:

Joe Brown is the primary Bankruptcy & Workout attorney for Schuyler, Roche & Crisham, P.C. based in Chicago, Illinois. He concentrates on commercial finance and litigation, bankruptcy, loan reorganizations and workouts. Joe has spent countless hours in federal and state courts representing lenders and financial institutions in commercial, banking and foreclosure litigation. He has significant experience with the uniform commercial code, bankruptcy and insolvency laws, debt reorganizations and asset liquidations. Joe works closely with Attorney Laurie Montplaisir and has, working with Laurie, advised numerous national factoring organizations in connection with bankruptcies and workouts. He started his career in the securitization and bankruptcy departments of Mayer Brown, and has since worked as an in-house lawyer for Bank-One and in the mezzanine finance department of another AmLaw-100 law firm. In addition to graduating with honors from the University of Wisconsin law school, he also has an MBA specializing in finance.

Schuyler, Roche & Crisham, P.C. is a full service law firm specializing in litigation, business transactions, estate planning, securities arbitration, commodity futures, labor and employment real estate and appellate litigation.

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


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, August 5, 2014 - Thursday, August 7, 2014: 10am - 12pm PDT (Pacific)

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


Intro to ABL Online Training Course
with Donald Clarke - Asset Based Lending Consultants

Introduction to Asset Based Lending is an in-depth presentation on the dynamics of Asset Based Lending, how it works and how it is structured. This course will provide participants with a comprehensive knowledge of Asset Based Lending, how to structure lending parameters; minimizing risks and maximizing profitability.

The Venue: Webinar

The Schedule:

  • Monday, September 8, 2014 - Wednesday, September 10, 2014: 10am - 12pm PDT (Pacific)

Topics:

  • Rational For An Asset Based Loan(“ABL”).
  • ABL, A Brief Historical Overview.
  • Understanding the Cash Conversion Cycle and its Role In ABL.
  • Establishing an ABL Area.
  • Understanding the Business and the Associated Risks on Collateral.
  • The Economics of ABL.
  • Dominion of Cash Issues.
  • Accounts Receivable as Collateral.
  • Inventory As Collateral.
  • Reporting Methodologies.
  • Case Studies.
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 $645 ($695 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: Omni Nashville in Nashville, TN

The Schedule:

    Thursday & Friday, September 11th & 12th, 2014

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:

  • David Baker - President - Apex Capital Corp
    David Baker graduated from the University of North Texas with a Bachelor’s Degree in Accounting and Management Information Systems and became a CPA four years later. Baker started his career at Finks & Vannoy CPAs and then went onto Hudgins Truck Leasing, a division of 7Eleven FKA Southland Corp, where he became involved with the trucking industry. Next he joined Redball Motor Freight and following this move, went on to work for National Trucker Services Inc. (NTS) for 15 years. After leaving NTS, Baker started Apex Capital with partner, Dean Tetrick in 1995 and successfully grew the company from one employee to currently over 170.

  • Robert Beard - President - Pay4Freight.com
    Robert Beard is the founding partner of Pay4Freight.com. Robert has over 25 years invested in factoring commercial and transportation receivables. Robert started his career with Riviera Finance, and lastly managed their Houston operation. Robert broaden his experience level by holding positions of increasing responsibilities and executive management roles in the area of credit, portfolio management, underwriting, and operations. Robert was involved in developing a new factoring product for KBK Financial. Prior to the startup of Pay4Freight.com, Robert worked the early years of Advanced Business Capital.

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:

  • Keith Lewis - Vice President of Operations - CargoNet
    As vice president of operations, Keith Lewis is responsible for managing CargoNet’s operational efforts which include the supervision of the CargoNet operations center staff, investigative support and system training for CargoNet members. Keith has over 20 years of experience in the 3rd party logistics industry. Having began his career in 1979 as a clerk in the transportation division of one of the country’s largest 3PLs, Keith worked his way up through the company where he eventually held the role of operations manager overseeing the company’s trucking division as well as a 1.1 million square-foot distribution center. Keith also held high profile roles at two other major 3PLs. In 2000, Keith left the logistics industry to pursue a career in law enforcement, where he held the ranks of Officer and Detective before working as a Task Force Agent for the Georgia Bureau of Investigation.
    CargoNet is a database system that enables more efficient, accurate, and timely sharing of cargo theft information among theft victims, their insurers, and law enforcement. The program focuses on aggregating and sharing information and intelligence from multiple task forces, other police agencies, and the industry. Keith will be speaking about how CargoNet works with factoring companies and the transportation industry by using case management and analytic functions that enhance the effectiveness of cargo theft task forces.

    Rick Gobbell - President - Gobbell Transportation Safety, LLC, Former FMCSA Director
    Rick Gobbell served at both State and Federal truck enforcement agencies for more than 36 years. He started his career at the Tennessee Public Service Commission in 1973 as a commercial motor vehicle roadside inspector. He then served at the former Interstate Commerce Commission as a District Supervisor until 1978. Rick completed his federal service career at the U.S. Department of Transportation, Federal Motor Carrier Safety Administration in 2007. During Rick’s career he inspected in operation more than 10,000 trucks and drivers, conducted more than a 1,000 safety and hazardous materials compliance audits and investigations and investigated hundreds of truck crashes.

Exhibit Opportunities:

Accomodations:

  • A special rate at the Omni of $209 has been negotiated for this event.
  • You can make reservations by calling the Omni at 1-800-843-6664 and ask for the International Factoring Association Transportation Meeting rate.
  • Room block expires on August 11, 2014.

American Airlines:

  • AA is the official airline of the IFA. Call American's toll-free number, 1-800-433-1790 or go online at American Airlines, to book your reservations. You will receive a 5% discount off the lowest applicable discount fare. Discounts will apply to American and American Eagle.
    Make sure you refer to Auth Number: A8994BR.

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.

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


Portfolio Operations & Monitoring - Learn Through Examples

Portfolio Operations & Monitoring - Learn Through Examples

The Venue: Planet Hollywood Resort and Casino

The Schedule:

  • Monday & Tuesday, October 13th & 14th, 2014

Topics:

  • Relationship Management;
  • Client Monitoring;
  • Default - The First "B";
  • Preparing for War;
  • Relationship Fatigue;
  • Portfolio Balance / Workload;
  • Tools of the Trade;
  • Know your Debtor;
  • Client Lifecycle;
  • Portfolio Growth;

Instructors:

  • Marc Marin - Managing Director - Gateway Commercial Finance, LLC
    Prior to founding Gateway Commercial Finance, Marc served as Vice President of Business Development for Bibby Financial Services, Inc. During his 9 year tenure, he was responsible for broker development, underwriting and operations. Prior to joining Bibby, he was the National Business Development Manager for Sun Capital.

  • Kristin Martin - Vice President / Underwriting - Crestmark Bank
    Kristin began her career as a field examiner at LaSalle Business Credit based in Chicago. She moved to West Palm Beach, FL in 2007 as an Underwriter for First Growth Capital where she assisted with fine tuning the processes and procedures for the closing process, new client acclimation, and account management. Her responsibilities included account management, internal loan review, special assets management, and international trade payables management. Kristin joined Crestmark Bank in 2012 as an Underwriter and has been instrumental in closing high profile deals as well as working at enhancing processes and procedures for various departments throughout the bank.

Legal Counsel Provided By:

  • Jared Ullman, Esq. - Attorney - Ullman & Ullman, P.A.
    Jared is an associate at the law firm Ullman & Ullman, P.A., located in Boca Raton, Florida, a premier boutique firm serving its clients commercial transactions and litigation needs, and specializing in the factoring and asset based lending industries. Prior to joining the firm, Jared practiced law in Harrison, New York at the law firm Rattet, Pasternak & Gordon-Oliver, LLP, focusing on bankruptcy and restructuring law.

Accomodations:

  • A special rate at Planet Hollywood of $95 has been negotiated for this event.
  • You can make reservations by calling Planet Hollywood at 866-317-1829 and ask for the SMIF34 rate.
  • Or you can reserve a room online by clicking here
  • Room block expires September 12, 2014

American Airlines:

  • AA is the official airline of the IFA. If you or your travel agent call American's toll-free number, 1-800-433-1790 or online at American Airlines, to book your reservations, you will receive a 5% discount off the lowest applicable discount fare. Discounts will apply to American and American Eagle.
    Make sure you refer to Auth Number: A88H4BP.

Fee:


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

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

The Venue: Planet Hollywood Resort and Casino

The Schedule:

  • Thursday & Friday, October 16th & 17th, 2014

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 co

Instructors:

  • Gen Merritt-Parikh - Chief Operating Officer - Allied Affiliated Funding
    Gen has worked in the factoring and asset based lending industries for over 15 years and has been a consultant to factoring companies across the US. She joined Allied Affiliated Funding in 2009 and as a member of the senior management team, she is responsible for underwriting, account/portfolio management and workout oversight. Gen is currently serving as a Subject Matter Expert for the IFA’s Factoring Account Executive Certification program.

  • George Thorson, CFAE - Executive Vice President - Advance Business Capital
    George has over 33 years experience in the senior management and performance of factoring & asset based lending, business evaluation & underwriting, problem loan workout and field auditing. He is currently EVP at Advance Business Capital responsible for credit, operations and collections. George founded DiversiCorp/Collateral Risk Management, Inc. in 1986, providing collateral control, portfolio consulting and fraud investigation services for many factors and ABL lenders.

  • Brad Magill, Esq. - Attorney - The Collection Law Group, Inc.
    Brad is actively engaged in the collection practice as a collection lawyer and managing litigator. He 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. Previously, Brad 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.

Accomodations:

  • A special rate at Planet Hollywood of $95 has been negotiated for this event.
  • You can make reservations by calling Planet Hollywood at 866-317-1829 and ask for the SMIF24 rate.
  • Or you can reserve a room online by clicking here
  • Room block expires September 15, 2014

American Airlines:

  • AA is the official airline of the IFA. If you or your travel agent call American's toll-free number, 1-800-433-1790 or online at American Airlines, to book your reservations, you will receive a 5% discount off the lowest applicable discount fare. Discounts will apply to American and American Eagle.
    Make sure you refer to Auth Number: A88H4BP.

Fee:


Small Factor's Meeting

Small Factors Meeting

The Venue: Planet Hollywood Resort and Casino

The Schedule:

  • Monday & Tuesday, October 27th  & 28th, 2014

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 Sunday 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 Monday 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 Jaskiewicz 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:

  • Adam Boyd - Market Sense, Inc.
    Adam specializes in developing organizations' sales capabilities. Working with leaders, he helps implement strategies, process, and the appropriate skill set to produce high-performing teams and predictable revenue. Areas of expertise include: new account acquisition; prospecting; managing sales by the numbers; sales process, models and methodologies; strategic customer care and account management; value propositions; selling value; recovering margin; upgrading the sales force; training; and developing effective coaches.

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.

Sponsors:

Accomodations:

  • A special rate at Planet Hollywood of $95 has been negotiated for this event.
  • You can make reservations by calling Planet Hollywood at 866-317-1829 and ask for the SMIF54 rate.
  • Or you can reserve a room online by clicking here
  • Room block expires September 26, 2014

American Airlines:

  • AA is the official airline of the IFA. If you or your travel agent call American's toll-free number, 1-800-433-1790 or online at American Airlines, to book your reservations, you will receive a 5% discount off the lowest applicable discount fare. Discounts will apply to American and American Eagle.
    Make sure you refer to Auth Number: A88H4BP.

Fee:

    The fee for this meeting is $695 ($745 for Non-IFA Members)

    Note: This meeting is limited to 45 registrants. We recommend that you register early.

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


Commercial Finance Workouts with Bob Zadek, Esq. from Buchalter, Nemer

The Venue: Law Offices of Buchalter, Nemer
1000 Wilshire Blvd, Ste 1500
Los Angeles, CA

Constantly updated to cover the latest legal developments and most up-to-date strategies, this is a hands-on course that goes deep into the details of credit workouts. This comprehensive course will help credit workout professionals and their counsel build and strengthen their knowledge and understanding of a secured credit workout. This unique program is designed for novices and seasoned professionals alike: it not only provides a solid foundation of the basic principles of the credit workout, but also supplies detailed, practical solutions to the problems you encounter every day.

With numerous revenue enhancing techniques - and complete with a full set of specialty forms designed for your business - this course will increase your awareness of the commercial finance industry's challenges and opportunities.

The Schedule:

  • Monday & Tuesday, November 3rd  & 4th, 2014

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.

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

  • Please call 805-773-0011 ext 301 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


    2015 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: Fairmont Kea Lani Wailea, Maui, Hawaii

    The Schedule:

    • Thursday & Friday, January 22nd  & 23rd, 2015

    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 2015
    • 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:

    • Philip Cohen   - Founder and President, PRN Funding, LLC
      Philip Cohen is the founder and President of PRN Funding, LLC. PRN Funding is an extraordinarily focused niche player in healthcare funding. With years of experience in the healthcare industry, PRN Funding exclusively factors the accounts receivable of temporary nurse staffing agencies, medical transcription services, medical coding companies, medical staffing companies, medical supply companies and any other type of business who sells goods or provides services to healthcare institutions. Prior to founding PRN Funding, Mr. Cohen spent a decade responsible for corporate joint ventures, strategic alliances and growth initiatives in the medical transcription industry. As Vice President of Corporate Development for Medical Records Corporation, he initiated and finalized numerous acquisitions, including six medical transcription service companies. Mr. Cohen has an MBA in Finance from The University of Chicago and a Bachelors of Science in Economics from The Wharton School of the University of Pennsylvania.

    • Kwesi Rogers - President & CEO, Federal National Commercial Credit
      Kwesi Rogers, President & CEO, has been with Federal National since its inception in 1992. He became its President in 2005 and earned the CEO title in 2010. Over the years, Rogers has become a very well known and respected figure among small and large businesses in the government contracting industry. Committed to giving back to the business community, Rogers serves as Chairman of the Small and Emerging Contractors Advisory Forum (SECAF). He is on the board of directors of the Montgomery County Chamber of Commerce (MCCC) and the Fairfax County Chamber of Commerce (FCCC). Rogers holds a BA from the University of the District of Columbia and an MBA from George Mason University.

    Legal counsel will be provided by:

    • Mike 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:

    • Husam Jandal - Chief Digital Marketing Officer, Published Author, International Speaker & Trainer, Professor of E-Commerce & E-Business
      With more than 12 years of experience in the digital space, Husam is a well-recognized International Speaker, Digital Marketing Consultant & Trainer, Professor of E-Commerce and E-Business, and Author of 2 published books “Digital Gold” and “Digital Minds”. Husam is known for cutting edge content, valuable take-aways, entertaining audience interaction, all illustrated by real life examples and solid case studies. People leave with knowledge and tools to re-shape their digital future. Husam’s knowledge and experience are backed up by impressive business acumen; Husam has skillfully delivered digital marketing and social media programs helping hundreds of companies and thousands of professionals. In addition, Husam has received many international awards, including 2 excellence awards from the Web Marketing Association.

    Accomodations:

    • A special rate at the Fairmont has been negotiated:
    • $399 for Run of House
    • You can make reservations by calling the Fairmont at 800-659-4100 and ask for the International Factoring Association rate.
    • Room block expires December 22, 2014.

    American Airlines:

    • AA is the official airline of the IFA. If you or your travel agent call American's toll-free number, 1-800-433-1790 or online at American Airlines, to book your reservations, you will receive a 5% discount off the lowest applicable discount fare. Discounts will apply to American and American Eagle.
      Make sure you refer to Auth Number: 5615AA.

    Fee:

    The fee for this meeting is $1095 (IFA Members Only)

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

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



    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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