Friday Afternoon Breakout Sessions A


Friday Afternoon Breakout Sessions A

 
Friday, May 12th 2:00 pm — 3:00 pm




Breakout Session #1


Effective Growth Strategies for Factors – Part 1
Attracting New Clients

Over two knowledge-loaded sessions, Husam Jandal will discuss today's most effective strategies for achieving the two critical growth objectives for factoring businesses: (a) New Client Acquisition and (b) Client Retention. So come prepared to learn the proven-success methods that will take your results to a whole new level! In addition, participants will receive a pre-session survey to help them make the most out of this vital topic.

Speaker

 

 

 

Husam Jandal
Digital Strategist & Marketing Consultant
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Breakout Session #2

Legal Panel at Lightning Speed

This panel will address a wide range of legal issues and topics that constantly come up in relation to factoring and secured lending by responding to a series of rapid fire questions. There will be interactive participation by the attendees who will be polled before a response is given by the panel members. The results of the polling will be displayed after the question has been addressed by the panel so each attendee will be able to see if the panel agreed or disagreed with their response.

  

Speakers

Steve Kurtz, Esq.
Partner
Levinson, Arshonsky & Kurtz, LLP
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Jason Medley, Esq.
Partner
Spencer Fane
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Laurie Montplaisir, Esq.
Partner
Krieg Devault, LLP
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Moderator:
Ken Yager
President
Newpoint Advisors
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Breakout Session #3

ERC Workshop for Factors

There has been an increasing hype surrounding the Employee Retention Tax Credit, with good reason.  While this is a fantastic credit for eligible businesses and organizations (with up to $26,000 per full time w2 employee) it is critical that the organization understand the liabilities regarding this funding.  This panel is committed to providing education and raising awareness for organizations specific to the ERTC.  They will address the program and its evolution, as well as provide transparency on the current qualifications surrounding eligibility. They will also discuss the documentation that is needed to support this claim.

Speaker

Dezaree Porter
ERC Zone
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Sponsor:



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Breakout Session #4

Fraud/Risk Management Panel

This panel will discuss seven common Factoring fraud categories with real life examples and best practices.

​​1. Security/Lien Position
2. Fake Customers
3. Fake Invoices
4. Invalid Invoices
5. Hidden Dilution
6. Balance Manipulation
7. Payment Diversion

 

Speakers

Bryan Alsobrooks
President
Phoenix Capital Group, LLC
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Steven Bellah
Founder & Managing Member
Remuda Credit Advisors, LLC

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Amity Mercado
CFO/COO
nFusion Capital, LLC
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George Thorson
EVP, Chief Credit Officer
Triumph
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