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Breakout Sessions C, Day 2

Breakout Sessions Group C, Day 2

Friday, May 6th 3:30 pm — 4:30 pm

Breakout Session #1

Culture in the Current Context – Part 2

During a time of crisis, corporate culture can make or break an organization. In this presentation, Dr. Gustavo shares evidence of the financial success achieved by companies that focus on culture first. He then identifies the critical culture components – whether your employees are working in-person or remotely – to ensure employees are fully engaged and committed to your culture. Finally, he offers guidance on how to ensure your business culture can adapt to the current business context.
The current business context is proving to be a business extinction event for those businesses that cannot adapt to the current business environment. Sixty-five million years ago, there was a meteor strike on this planet that created the extinction of the dinosaurs… most of them. Birds, lizards, and frogs are all forms of dinosaurs that existed 65 million years ago. The ones we have with us today, are the ones that could adapt to the changing environment – the changing context. The same is true of businesses today. Our businesses are living in an equivalent time to the T-Rex. Our businesses must adapt or die.
The presentation is data based, science driven, and continuously refined and updated because of the dynamic nature of the current crisis.

Value to Participants:
• Understanding the fundamentals of how and why culture drives financial performance
• Identify and apply a critical culture component to ensure success in the current business context
• Receive concrete tactical steps on how to apply that cultural component
• Identify and discuss four components of the current business context that will be influencing our culture for the foreseeable future and guidance on how to adapt your culture to that context





Dr. Gustavo Grodnitzky
Speaker, Author, Consultant,
and Psychologist
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Breakout Session #2

Participations, Take-Outs, Assignments & Re-Factoring

This session will cover a multitude of issues related to participations, take-outs, assignments and re-factoring.

Some topics covered:
  • Anatomy of a Participation Agreement
  • True Sale Issues
  • Lien Filings
  • When the Deal Goes South
  • Anatomy of an Assignment
  • Assumption Agreement
  • Pros/Cons, Risks/Benefits
  • UCC3's
  • Why Do Them?
  • Anatomy of a Pay-Off Agreement
  • Reps and Warranties
  • Termination Fees
  • What if The Outgoing Factor/Lender Won't Play Nice?
Re-Factoring & Financing the Financier
  • True Sale Issues
  • Monitoring A/R Aging Reports
  • Lien Issues


Tia Kavas
Senior Vice President &
Manager Business Credit

5Star Bank
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Jason Medley, Esq.
Clark Hill PLC
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Clinton Stanton
Co-Founder & Managing Partner
TradeCap Partners
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Mark Tiggeloven
Executive Vice President
& Chief Operating Officer

Advantage Business Capital
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Breakout Session #3

Small Factors Roundtable

The Small Factors Roundtable provides a forum for companies that fund clients with low sales volume to learn, connect and share experiences with others in the industry. As a variety of new challenges arise, it is important that Factors collaborate together to overcome these obstacles and remain successful in today's changing environment. The emphasis of this session will be on round table discussions and networking.
Some of the topics that will be discussed:
  • What the future holds for Small Factors
  • New tools to streamline your operations
  • Dealing with Junior Creditors
  • Red Flags - Detecting frauds and avoiding losses
  • Small office operations
  • Overcoming challenges
  • Contingency Planning - How to make sure you are prepared in the event of a disaster
  • Securing subordinations and working with the SBA
  • Negotiating with a larger Factor (ie: Participations, PO, Buyouts)
  • Funding sources
  • Effective marketing techniques and managing your portfolio
  • Lead generation sources
  • Dealing with MCA's
  • Thriving after COVID - What was learned and how it changed the way Small Factors operate?
  • You took a hit...now what?
  • New client procedures


Constance Fraley
Senior Operations Manager
TBS Capital Funding
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Daniel Lozier
Vice President
Primary Funding
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David Jencks, Esq.
Jencks Law, P.C.
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Sponsorship Opportunity!

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