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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 THURSDAY, MAY 5TH FRIDAY, MAY 6TH

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 
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THURSDAY, MAY 5TH
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

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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 

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FRIDAY, MAY 6TH
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
 
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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.