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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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Schedule
| WEDNESDAY, MAY 4TH |
| 6:30 am - 2:00 pm | Golf Tournament The Newton Commonwealth Golf Course is an 18-hole golf course located in Newton, Massachusetts, just outside the city of Boston. The course was originally created as a nine-hole course in 1897 and was previously named the Commonwealth Club. Redesigned in 1920 by the renowned architect, Donald Ross, this course is scenic, challenging, featuring quick greens and relatively narrow fairways. Course management is essential as many a big hitter has discovered, with water and sand bunkers appearing frequently. Event Type: Networking, additional fee Sponsored by Freedom Leasing |
| 8:00 am - 4:00 pm | Factoring Essentials Training Course If you are a new factor company, an individual new to factoring, or just wish to brush up on your knowledge, the factoring Essentials course will provide you with the background you need to be a successful factor. Event Type: Session, additional fee |
| 11:00 am - 3:00 pm | Boston Food Tour Boston is known as “America’s Walking City” and what better way to explore it than on a walking Food Tour. The Food Tour of Boston is a leisurely-paced walking tour that carves a path through the streets of Boston’s charming neighborhoods that are filled with history, interesting architecture, and wonderful restaurants and markets. Trying traditional foods along the way completes the cultural experience. Event Type: Networking, additional fee |
| 1:00 pm - 4:00 pm | Idea Exchange Explore continuing and emerging issues and opportunities in an informal roundtable format that is ideal for sharing ideas. Network with other conference attendees and learn from others in the Factoring industry. Come and go as you please during the two hours. The Idea Exchange is open to all conference attendees. Event Type: Networking |
| 4:00 pm - 5:30 pm | Chapters Reception IFA Chapters include those in the Northeast, Midwest, Rockies, Southeast, Texas, Southern California and Canada. This reception is for chapter members to meet and discuss the chapter offerings. Members of Chapters as well as those looking to establish a chapter in their area are invited. Event Type: Networking Sponsored by Clark Hill PLC & National Business Capital |
| 4:30 pm - 5:30 pm | Young Professionals Reception Young professionals under 40 years of age are invited to mix and mingle freely at the Young Professionals Reception. This high-energy reception will provide an opportunity for attendees to grow a strong peer and professional network of colleagues. Designed to inspire and connect, attendees will learn even more about our dynamic industry from other participants who are similar in age. Event Type: Networking |
| 5:30 pm - 7:30 pm | Triumph Welcome Reception The Welcome Reception is designed to give Factoring Conference attendees an opportunity to socialize with other participants and vendors. This reception is open to all conference attendees with a name badge. Guests who have purchased a spouse ticket may attend with a registered attendee. Event Type: Networking Sponsored by Triumph Business Capital and Triumph Commercial Finance |
| 8:30 am - 9:30 am | IFA / AFA Update Speakers: Tania Daniel, Heather Villa, Terri Baker and AFA Board of Directors Event Type: Session |
| 9:30 am - 10:30 am | Digging for Hope: Turning Wine to Water and Other Modern Day Miracles Featuring Speaker Doc Hendley Hendley's work aims to help the 1.1 billion people worldwide who lack access to clean water, a figure estimated by the World Health Organization. Nearly two-thirds of that group lives in Asia. In sub-Saharan Africa, 42 percent of the population lives without yard taps, household connections or other improvements to sanitize water. Unclean water is the number one killer of children in the world. Water borne illnesses kill far more children than HIV/AIDS and Malaria combined. Every 15 seconds a child dies from unclean water. Event Type: Session Sponsored by Utica Leaseco, LLC |
| 10:30 am - 11:00 am | Session Break Take a short break, check emails, connect with other attendees. Event Type: Networking Sponsored by Ullman & Ullman, P.A. |
| 11:00 am - 12:30 pm | Securing The Future: Unmasking Cybercriminals and the Triple Threat Facing Business and You Featuring Speaker Theresa Payton As the star of the former CBS TV series, “Hunted,” Payton identifies emerging trends and techniques to help combat cyber threats, from the impact of the Internet of Things to securing Big Data. Payton is the cybersecurity expert that organizations turn to for discreet help during data breaches and to improve IT systems and strategies. She made history as the first female to serve as White House Chief Information Officer and currently helps organizations in both the public and private sectors protect their most valuable resources. Event Type: Session Sponsored by White Oak Commercial Finance |
| 12:30 pm - 2:00 pm | Lunch & Transportation Factors Breakout Lunch Event Type: Networking Main Lunch Sponsored by Love's Financial, LLC Transportation Breakout Lunch Sponsored by Firstline Funding Group & Jencks Law, P.C. |
| 2:00 pm - 3:00 pm | Breakout Sessions A Breakout Session #1 — Fraud Panel Speakers: Roger Allen, Jay Atkins, Jerry Reisman, Esq. & Greg Salomon More Info Breakout Session #2 — Current Topics in Transportation Factoring Speaker: David Jencks, Esq. More Info Sponsored by WinFactor Breakout Session #3 — Factoring 101 Speaker: Brian Center More Info Breakout Session #4 — Lender Liability Panel Speakers: Stewart Chesters, Laurie Martin Montplaisir, Esq. & Robert Meyers More Info Sponsored by TriumphPay Event Type: Session |
| 3:00 pm - 3:30 pm | Session Break Take a short break, check emails, connect with other attendees. Event Type: Networking Sponsored by Stephens Inc. |
| 3:30 pm - 4:30 pm | Breakout Sessions B Breakout Session #1 — Employee Acquisition and Retention Speakers: Janice Fox, Trey Griggs, Tim Knight & Meg Roberson More Info Breakout Session #2 — Roundtable for Senior Executives Speakers: Ryan Jaskiewicz & Robert Meyers More Info Sponsored by First Horizon Breakout Session #3 — Roundtable for Young Pros Speakers: Nick Bird, Jim Cretella, Esq. & Essa Thiry More Info Sponsored by Otterbourg, P.C. Breakout Session #4 — Credit & Collections: The Impact of Covid in the Past and in the Future Speakers: Emma Hart & Brad Magill, Esq. More Info Event Type: Session |
| 5:30 pm - 7:30 pm | Thursday Reception
Thursday's Reception is open to all conference attendees with a name badge. Guests who have purchased a spouse ticket may attend with a registered attendee. Food, drinks and entertainment will be provided. Event Type: Session Sponsored by TBS Factoring Service, LLC, Factor Finders, & Lenders Funding |
| 9:00 pm - 11:00 pm | Tax Guard Dessert Reception
The Tax Guard Dessert Reception is open to all conference attendees with a name badge. Guests who have purchased a spouse ticket may attend with a registered attendee. Desserts, drinks and entertainment will be provided. Event Type: Session Sponsored by Tax Guard |
| 8:30 am - 9:00 am | IFA Legal Counsel Update Speaker: Steve Kurtz, Esq. & Lori Eropkin, Esq. Event Type: Session |
| 9:00 am - 9:30 am | AFA Congressional Viewpoint Speaker: Congressman Frank Lucas Event Type: Session Sponsored by American Factoring Association |
| 9:30 am - 10:30 am | Economic Trends, Global Trade, Labor and What's Ahead Speaker: John Manzella Event Type: Session Sponsored by Belvidere Capital |
| 10:30 am - 11:00 am | Session Break Take a short break, check emails, connect with other attendees. Event Type: Networking Sponsored by Brean Capital, LLC |
| 11:00 am - 12:30 pm | Breakout Sessions A Breakout Session #1 — Reports from the Courts Speakers: Ben Heuer, Esq. and Bob Zadek, Esq. More Info Sponsored by eCapital Breakout Session #2 — The Canadian Factoring Landscape: Moving Forward Speakers: Oscar Rombola, Robert Betteridge, Esq, James Poston, Kevin Westfall More Info Breakout Session #3 — How Specialty Lenders Enhance Deal Closings Speakers: Bryan Ballowe, James Baugh, Kristen Palmer, Tim Serritella More Info Event Type: Session |
| 12:30 pm - 2:00 pm | Lunch & Small Factors Breakout Lunch Event Type: Networking Main Lunch Sponsored by Bank of America Small Factors Breakout Lunch Sponsored by Clark Hill PLC & Monterey Financial Services |
| 2:00 pm - 3:00 pm | Breakout Sessions B Breakout Session #1 — Culture in the Current Context — Part 1 Speaker: Dr. Gustavo More Info Breakout Session #2 — Critical Due Diligence Issues Speakers: Jared Ullman, Esq. and Mike Ullman, Esq. More Info Breakout Session #3 — The Future is Here: Fintech Speakers: Oscar Rombola, Rael Ross & Steven Uster More Info Sponsored by TriumphPay Breakout Session #4 — Operations Roundtable Speakers: Leslye Campos & Melissa Free More Info Sponsored by Haversine Funding Event Type: Session |
| 3:00 pm - 3:30 pm | Session Break Take a short break, check emails, connect with other attendees. Event Type: Networking Sponsored by ABLSoft |
| 3:30 pm - 4:30 pm | Breakout Sessions C Breakout Session #1 — Culture in the Current Context — Part 2 Speaker: Dr. Gustavo More Info Breakout Session #2 — Participations, Take-Outs, Assignments & Re-Factoring Speakers: Tia Kavas, Jason Medley, Esq., Clinton Stanton, Mark Tiggeloven More Info Breakout Session #3 — Roundtable for Small Factors Speakers: Daniel Lozier, Constance Fraley, David Jencks, Esq. More Info Event Type: Session |
As a registered attendee or participant (“you”) of the International Factoring Association's Factoring Conference (the “Conference”) you agree to these terms and conditions (collectively, this “Agreement”) with the International Factoring Association (“IFA”). Read IFA's full Terms & Conditions here.