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Sponsors
Welcome Reception – TriumphPay
TriumphPay is a carrier payment platform that connects brokers, shippers and carriers through forward-thinking solutions that help each party successfully process, settle and manage carrier payments and drive growth. TriumphPay offers supply chain finance to brokers, allowing them to pay their carriers faster and drive carrier loyalty. TriumphPay provides tools and services to increase automation, mitigate fraud, create back-office efficiency and improve the payment experience. TriumphPay is a division of TBK Bank, SSB, Member of FDIC, and a member of the Triumph Financial, Inc. (Nasdaq: TFIN) portfolio of brands. Triumph Financial is a financial holding company with a diversified line of community banking, national lending, and commercial finance products.
TriumphPay is a carrier payment platform that connects brokers, shippers and carriers through forward-thinking solutions that help each party successfully process, settle and manage carrier payments and drive growth. TriumphPay offers supply chain finance to brokers, allowing them to pay their carriers faster and drive carrier loyalty. TriumphPay provides tools and services to increase automation, mitigate fraud, create back-office efficiency and improve the payment experience. TriumphPay is a division of TBK Bank, SSB, Member of FDIC, and a member of the Triumph Financial, Inc. (Nasdaq: TFIN) portfolio of brands. Triumph Financial is a financial holding company with a diversified line of community banking, national lending, and commercial finance products.
Dessert Reception – Tax Guard
Get actionable insight before you lend. View 10 years of a borrower's past tax compliance, including any failures to pay. Identifying potential risk, and possible name discrepancies, allows you to mitigate tax issues. Visit tax-guard.com to schedule your demo today.
Get actionable insight before you lend. View 10 years of a borrower's past tax compliance, including any failures to pay. Identifying potential risk, and possible name discrepancies, allows you to mitigate tax issues. Visit tax-guard.com to schedule your demo today.
Roof Top Happy Hour Reception – Republic Business Credit
Republic Business Credit is a nationally recognized commercial finance company, supporting the working capital requirements of companies nationwide. Republic is proud to be headquartered in New Orleans, with additional offices in Los Angeles, Houston and Chicago.
Republic Business Credit is a nationally recognized commercial finance company, supporting the working capital requirements of companies nationwide. Republic is proud to be headquartered in New Orleans, with additional offices in Los Angeles, Houston and Chicago.
Factoring Conference Keepsake Coffee Mugs – Factor Finders
Factor Finders has served the factoring industry for over a decade. Our co-broker program has helped numerous factors earn commissions from customers they no longer wish to service. Simply refer your unwanted clients to us and we’ll split commissions 50/50 for the life of the new deal. In 2022 Factor Finders paid over $145,000 in commissions to co-brokering partners.
Factor Finders has served the factoring industry for over a decade. Our co-broker program has helped numerous factors earn commissions from customers they no longer wish to service. Simply refer your unwanted clients to us and we’ll split commissions 50/50 for the life of the new deal. In 2022 Factor Finders paid over $145,000 in commissions to co-brokering partners.
Hotel Room Keys Co-Sponsor – Great Elm Capital Corp.
Great Elm Capital Corp. is a publicly traded business development company that seeks to acquire and/or provide growth capital to successful factoring and other specialty finance companies across the industry. Great Elm’s stock is traded on NASDAQ under the ticker symbol “GECC”.
Great Elm Capital Corp. is a publicly traded business development company that seeks to acquire and/or provide growth capital to successful factoring and other specialty finance companies across the industry. Great Elm’s stock is traded on NASDAQ under the ticker symbol “GECC”.
Hotel Room Keys Co-Sponsor – Prestige Capital
Prestige Capital, headquartered in Fort Lee, NJ provides liquidity solutions to early stage, small, and mid-sized businesses through the purchase of their invoices. Customers typically have accounts receivable between $250 thousand to $25 million. In February 2019 Great Elm Capital Corp. acquired a majority interest in Prestige Capital from its retiring founder.
Prestige Capital, headquartered in Fort Lee, NJ provides liquidity solutions to early stage, small, and mid-sized businesses through the purchase of their invoices. Customers typically have accounts receivable between $250 thousand to $25 million. In February 2019 Great Elm Capital Corp. acquired a majority interest in Prestige Capital from its retiring founder.
Session Sponsor: Rich Karlgaard – Utica Leaseco, LLC
Utica LeaseCo specializes in providing asset-based, financial solutions for high risk companies. Our focus is to rely on industrial machinery and equipment as the collateral in the sale-leaseback transaction.
Utica LeaseCo specializes in providing asset-based, financial solutions for high risk companies. Our focus is to rely on industrial machinery and equipment as the collateral in the sale-leaseback transaction.
Session Sponsor: Archie Manning – White Oak Commercial Finance
White Oak Commercial Finance, LLC (WOCF) is a global financial products and services company providing credit facilities, up to $250 million, to companies at every stage of their growth. WOCF’s solutions include asset-based lending, full-service factoring, invoice discounting, government contract financing, lender financing, supply chain financing, inventory financing, US import/export financing, trade credit risk management, account receivables management and credit and collections support. The firm has offices and personnel throughout the US, UK, and Australia, and is an affiliate of White Oak Global Advisors, LLC.
Breakout Session – National Business Capital
National Business Capital is the top FinTech marketplace offering small business loans and financing. Harnessing the power of leading technology, we’ve streamlined the application process to secure $1 B+ in financing for business owners nationwide. We work within our 75+ Lender platform to match you with the right option.
Tote Bags – Commercial Finance Consultants
CFC is the nation's premier recruiting agency for the factoring and ABL industry. Our reputation and track record remains unmatched by any agency in the US or Canada. Let us show you why the most successful companies claim us as their valued strategic partners.
CFC is the nation's premier recruiting agency for the factoring and ABL industry. Our reputation and track record remains unmatched by any agency in the US or Canada. Let us show you why the most successful companies claim us as their valued strategic partners.
Lanyards – Gulf Coast Business Credit
Gulf Coast Business Credit. The Simple Growth Solution. Businesses often need more cash than they have on hand. Gulf Coast Business Credit can provide immediate assistance by turning your outstanding invoices into cash. Accounts Receivable Financing with GCBC allows you to focus on what you do best: service your customers and generate new business. With proper financing today, you can get where you want to be tomorrow.
Gulf Coast Business Credit. The Simple Growth Solution. Businesses often need more cash than they have on hand. Gulf Coast Business Credit can provide immediate assistance by turning your outstanding invoices into cash. Accounts Receivable Financing with GCBC allows you to focus on what you do best: service your customers and generate new business. With proper financing today, you can get where you want to be tomorrow.
Thursday General Lunch – Love's Financial, LLC
Love’s Financial is a leading transportation factoring company that provides customizable factoring solutions to help transportation companies grow their businesses. Love’s Financial combines factoring solutions with any number of added services at our nationwide network of travel stops, such as fuel discounts, no fee credit lines on Love’s Express Billing Program, Love’s Truck Tire Care and Speedco, Emergency Roadside Service, light mechanical services, lube and preventative maintenance – all delivered with the Love’s commitment to outstanding customer service.
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Friday Breakfast – Bank of America
Whatever you need to thrive and grow, Bank of America Business Capital is by your side with the resources, solutions and vision to see you through. Drawing on experience gained over nearly a century, we offer clients in the United States, Canada and Europe services ranging from working capital and turnaround financing, to recapitalizations and restructurings. Delivering smart solutions that make it easier to do business, and the expertise to help you take on what’s next.
Sponsorship TBD – First Horizon
First Horizon is a financial services company headquartered in Memphis, TN with a 150 year history of success and stability. Our Business Credit division helps factoring companies develop growth plans through our experienced employee teams, flexible financing packages and the strength of our relationships.
First Horizon is a financial services company headquartered in Memphis, TN with a 150 year history of success and stability. Our Business Credit division helps factoring companies develop growth plans through our experienced employee teams, flexible financing packages and the strength of our relationships.
Thursday Breakfast – TAB Bank
TAB Bank provides custom financial solutions for mid-sized finance companies. These solutions include re-discount lines, asset-based loans, loan participations and servicing. TAB works with established finance companies through facilities ranging from $1 to $10 million. To learn more, visit www.tabbank.com.
TAB Bank provides custom financial solutions for mid-sized finance companies. These solutions include re-discount lines, asset-based loans, loan participations and servicing. TAB works with established finance companies through facilities ranging from $1 to $10 million. To learn more, visit www.tabbank.com.
Factoring Conference App – Krieg DeVault LLP
Krieg DeVault provides clear, practical legal advice that takes in the big picture without losing sight of the details. Financial institutions, global manufacturers, national healthcare providers, successful organizations of various sizes and market focus, as well as individuals all rely on us for solutions that create success. They know their important cases, sophisticated transactions, and complex business issues require the big picture approach that has become a Krieg DeVault hallmark.
Krieg DeVault provides clear, practical legal advice that takes in the big picture without losing sight of the details. Financial institutions, global manufacturers, national healthcare providers, successful organizations of various sizes and market focus, as well as individuals all rely on us for solutions that create success. They know their important cases, sophisticated transactions, and complex business issues require the big picture approach that has become a Krieg DeVault hallmark.
Golf Tournament – J D Factors
J D Factors provides non-recourse factoring to turn your unpaid invoices into the immediate cash you need without credit risk or debt. Getting started is easy and usually takes just a few days. Once your account is established, simply submit your invoices and receive your cash within 24 hours. Never again will you have to wait a month or more before you can take advantage of an opportunity to expand your business.
J D Factors provides non-recourse factoring to turn your unpaid invoices into the immediate cash you need without credit risk or debt. Getting started is easy and usually takes just a few days. Once your account is established, simply submit your invoices and receive your cash within 24 hours. Never again will you have to wait a month or more before you can take advantage of an opportunity to expand your business.
Session Sponsor: Peter Ricchiuti – Codix
Codix is an international software provider with 16 locations worldwide. Codix provides a global, powerful and flexible event-based IT solution that provides an all-in-one package for any kind of commercial finance activity.
Foyer Wall Graphics – Synovus
Synovus Bank’s Specialty Finance Division is a leading provider of financial services and products for medium and large-sized businesses nationwide, including asset-based lending, lender finance, and the deployment of bespoke funding structures to provide both growth and liquidity solutions to its clients. Drawing on broad market experience and leveraging extensive expertise in working capital solutions, recapitalizations, and turnaround financing, Synovus is best suited to propel your business into the future and increase your competitive advantage.
Friday Morning Mimosa Bar – Haversine Funding
Haversine Funding helps commercial lenders fill funding gaps through transactional or portfolio participation programs, lender finance senior lines of credit, and growth capital funding options. Clients include factors, ABLs, inventory, purchase order, equipment lenders, and other commercial finance companies. Lines range up to $25 million depending on the product solution.
Transportation Lunch Co-Sponsor – FirstLine Funding Group
FirstLine Funding Group (a Division of First Bank & Trust) is a proven leader in serving the Transportation Factoring niche. FirstLine is happy to serve all types and sizes of Transportation companies. The portfolio consists of Owner Operators, medium and large fleets, and Freight Brokers. FirstLine is also helping its clients improve and/or grow their fleets by offering equipment financing, discounted fuel and tire programs, and insurance. FirstLine Funding also has a General Factoring portfolio that is comprised of staffing, light industrial/manufacturing and service related companies. Lender To Lender programs exist, as well. FirstLine offers participations, co-factoring, and direct financing. FirstLine also offers a generous referral program for Lead Brokers and other Factors.
Transportation Lunch Co-Sponsor – Jencks Law, P.C.
David Jencks is an attorney and consultant that has been practicing for over 20 years in the areas of transportation and transportation finance. He represents Factors, Brokers, and Motor Carriers in transactional and litigation matters. He is a member of Delta Nu Alpha, the professional fraternity involved in the continuing education of transportation professionals, and the Transportation Lawyers Association.
David Jencks is an attorney and consultant that has been practicing for over 20 years in the areas of transportation and transportation finance. He represents Factors, Brokers, and Motor Carriers in transactional and litigation matters. He is a member of Delta Nu Alpha, the professional fraternity involved in the continuing education of transportation professionals, and the Transportation Lawyers Association.
Speaking Session – TradeRiver USA
TradeRiver USA provides flexible Trade Finance, Purchase Order Finance and Supply Chain Finance solutions for A, B and C credit U.S. companies (Clients) and their domestic and international Suppliers. Our London affiliate serves UK and EU markets. Clients transact on our award-winning STEPS Transaction Platform to bridge the entire revenue cycle from funding early supplier cash-deposits to the final end-customer receivable payments. TradeRiver can take assignment of Client’s end-buyer customer invoice to secure repayment and we participate with Factors and Banks. Revolving Trade Facilities range from $250,000 to $25 Million with funding tranches of $25,000 to $5 Million.
Senior Executives Roundtable – Jefferies
Point Bonita Capital, managed by Leucadia Asset Management LLC, a division of Jefferies, actively provides alternative working capital solutions to companies across various sectors. These facilities are well-suited for companies that are pressured by customers to extend payment terms, operate businesses in transition, are fully levered in their sector/industry, have already tapped into their accordions, may be witnessing rapid revenue growth, facing liquidity drain from negative working capital. This group has worked with companies to help navigate the current inflationary environment and has provided $6+billion in funding since inception in 2019.
Point Bonita Capital, managed by Leucadia Asset Management LLC, a division of Jefferies, actively provides alternative working capital solutions to companies across various sectors. These facilities are well-suited for companies that are pressured by customers to extend payment terms, operate businesses in transition, are fully levered in their sector/industry, have already tapped into their accordions, may be witnessing rapid revenue growth, facing liquidity drain from negative working capital. This group has worked with companies to help navigate the current inflationary environment and has provided $6+billion in funding since inception in 2019.
Small Factors Lunch Co-Sponsor – harbr.com
Harbr.com is groundbreaking, cost-free business decisioning data. AI-Based OCR process automation. UCC Filings, Tax Liens, Bankruptcies, Judgements, Suits, Credit Scores, and Trade Payments search.
Harbr.com is groundbreaking, cost-free business decisioning data. AI-Based OCR process automation. UCC Filings, Tax Liens, Bankruptcies, Judgements, Suits, Credit Scores, and Trade Payments search.
Small Factors Lunch Co-Sponsor – FactorFox Software
FactorFox Software provides the most innovative and robust factoring software solutions for countless transportation companies worldwide. Offering endless features, top notch support, and the most innovative OCR technology, FactorFox software has become the complete Intelligent Factoring Solution. FactorFox now offers funding! Skip the costly audits, credit limits, and save time with FactorFox Funding.
Thursday Afternoon Break – Stephens Inc.
Stephens Inc. is a privately held financial services firm with a strong focus on investment banking, research, wealth management, public finance and insurance brokerage. The full service investment banking division specializes in merger & acquisition advisory and private placements of debt and equity with a dedicated focus on advising specialty finance companies, including equipment finance/leasing, factoring and small business lending, among others. In addition, through Stephens Capital Partners, the firm owns a portfolio of nearly 50 companies. For more information please visit https://www.stephens.com/about-stephens/at-a-glance/.
Stephens Inc. is a privately held financial services firm with a strong focus on investment banking, research, wealth management, public finance and insurance brokerage. The full service investment banking division specializes in merger & acquisition advisory and private placements of debt and equity with a dedicated focus on advising specialty finance companies, including equipment finance/leasing, factoring and small business lending, among others. In addition, through Stephens Capital Partners, the firm owns a portfolio of nearly 50 companies. For more information please visit https://www.stephens.com/about-stephens/at-a-glance/.
Thursday Morning Break – Ullman & Ullman, P.A.
Ullman & Ullman, P.A. provides highly tailored customized legal solutions for global businesses designed to minimize risks and promote business growth. With extensive experience in all forms of working capital financing opportunities including Factoring, Forfaiting and Asset-based Lending, Ullman & Ullman's attorneys have in-depth familiarity with a wide range of industries and business models that give our clients a competitive advantage. From advisory services and transactional work to litigation and arbitration in any business arena, Ullman & Ullman has the experience, knowledge and sophistication to assist businesses with transactional work and dispute resolution needs.
Ullman & Ullman, P.A. provides highly tailored customized legal solutions for global businesses designed to minimize risks and promote business growth. With extensive experience in all forms of working capital financing opportunities including Factoring, Forfaiting and Asset-based Lending, Ullman & Ullman's attorneys have in-depth familiarity with a wide range of industries and business models that give our clients a competitive advantage. From advisory services and transactional work to litigation and arbitration in any business arena, Ullman & Ullman has the experience, knowledge and sophistication to assist businesses with transactional work and dispute resolution needs.
Friday Morning Break – Brean Capital, LLC
Brean Capital is a leading, independent investment bank. For more than 40 years, the Firm has focused on delivering high-quality investment ideas and investment banking services to institutional investors and corporate clients. Our services include fixed income strategy, corporate finance and advisory investment banking. Our fixed income business provides sales, trading, and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, loans, corporate bonds and municipal securities. Our investment banking practice specializes in capital raising and advisory services with a focus on private placements, securities underwriting and merger and acquisition-related services to corporate clients. For more information, please visit: www.breancapital.com
Brean Capital is a leading, independent investment bank. For more than 40 years, the Firm has focused on delivering high-quality investment ideas and investment banking services to institutional investors and corporate clients. Our services include fixed income strategy, corporate finance and advisory investment banking. Our fixed income business provides sales, trading, and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, loans, corporate bonds and municipal securities. Our investment banking practice specializes in capital raising and advisory services with a focus on private placements, securities underwriting and merger and acquisition-related services to corporate clients. For more information, please visit: www.breancapital.com
Individual Hand Sanitizers – Iron Horse Credit
Iron Horse Credit offers Stand-Alone Inventory Finance, Purchase Order Finance and VendorFastPay.
Transportation Session – WinFactor, LLC
An IFA Preferred Vendor - WinFactor is designed for the Transportation Factor. Offering an integrated credit system and proprietary risk features, a branded prepaid card earning revenue for Factors, and a powerful Client Portal to dazzle your Clients. Our blazing fast site allows you to do more with less staff.
An IFA Preferred Vendor - WinFactor is designed for the Transportation Factor. Offering an integrated credit system and proprietary risk features, a branded prepaid card earning revenue for Factors, and a powerful Client Portal to dazzle your Clients. Our blazing fast site allows you to do more with less staff.
NextGen Roundtable – Otterbourg, P.C.
For over a century, Otterbourg P.C. has been the law firm of choice for many local, regional, and national financial institutions. We represent large and small factors, as well as banks and other commercial lenders, in a variety of factoring, asset based lending, and other commercial finance transactions. Our areas of expertise include all aspects of commercial finance transactions, from origination to workout. Our deep understanding of both the legal and business sides of the industry allows us to provide our clients with practical and cost-effective solutions for all of their legal needs.
For over a century, Otterbourg P.C. has been the law firm of choice for many local, regional, and national financial institutions. We represent large and small factors, as well as banks and other commercial lenders, in a variety of factoring, asset based lending, and other commercial finance transactions. Our areas of expertise include all aspects of commercial finance transactions, from origination to workout. Our deep understanding of both the legal and business sides of the industry allows us to provide our clients with practical and cost-effective solutions for all of their legal needs.
Chapters Reception – Spencer Fane - Jason Medley, Esq.
Jason Medley represents banks, factoring companies and real estate interests in a variety of transactional matters, from due diligence to contract negotiations, workouts, intercreditor relations and secured party collections. Jason has over twenty years of extensive experience in asset based loan (ABL) financing. He also represents businesses in corporate governance and general matters, including entity formation, contracts, leasing, mergers and acquisitions.
Tote Bag Stuffer – CSC
CSC® is an expert in Uniform Commercial Code (UCC) search, filing and monitoring for expirations and continuations, serving thousands of financial institutions, including many of the world's largest lenders - commercial banks, capital finance companies and factoring organizatons that specialize in secured transactions. We are a global company capable of doing business wherever our clients are.
Tote Bag Stuffer – ROK Financial
ROK Financial is committed to establishing ROK solid relationships with our clients, lenders, and partners by providing the best financing solutions available to business owners. Through our streamlined process, revolutionary technology and educated team of experts, we support business owners ability to create new opportunities.
ROK Financial is committed to establishing ROK solid relationships with our clients, lenders, and partners by providing the best financing solutions available to business owners. Through our streamlined process, revolutionary technology and educated team of experts, we support business owners ability to create new opportunities.
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