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Friday Afternoon Breakout Sessions B


Friday Afternoon Breakout Sessions B

 
Friday, May 12th 3:30 pm — 4:30 pm



Breakout Session #1

Effective Growth Strategies for Factors – Part 2

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

Commercial Finance Disclosures


In 2018, California became the first state to pass a commercial finance disclosure law (CDL) requiring certain commercial finance companies, including factoring companies, to make consumer-style disclosures to financing recipients. After years of regulatory delay, revisions, and comment periods, the California Department of Financial Protection and Innovation released its final regulations implementing the CDL in June 2022. This short timeline, paired with a specific and complex set of regulatory requirements under the new regulation, means that compliance will require a substantial amount of time, effort, and resources for anyone entering factoring agreements with California businesses. These difficulties are compounded for factoring companies, who have to comply with additional requirements in order to determine the “APR.” Join Bradley attorneys Alex McFall and Christopher Friedman as they provide practical advice to factors about how to come into compliance with these new requirements and how other states are following California.

Speakers
 

Christopher Friedman, Esq.
Attorney

Bradley
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Alex McFall, Esq.
Attorney

Bradley
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Breakout Session #3

Operations Roundtable

This forum is an opportunity for those in operations to learn by discussing relevant issues with others performing similar duties.

Moderators

Leslye Campos
Vice President of Operations
ENGS Commercial Capital
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Melissa Free
Vice President of Operations
Triumph
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Breakout Session #4

International Update: UNIDROIT Model Law, Market Trends & More

More information TBA

Speakers

Alberto Wyderka
Regional Director Americas
FCI
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Peter Mulroy
Secretary General
FCI
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