Events

Date Event Venue Location
June
26
 
Webinar: Creating Operational
Efficiencies Through Process
and Technology

 
Webinar 11am - 12pm
PDT
July
17
 
Webinar: Understanding Financial
Statements for Factors
Webinar 11am - 12pm
PDT
July
23 - 24      
 
The Law & Business of Factoring
Training Class
Bellagio Las Vegas, NV
July
25 - 26
Account Executive/Loan Officer
Hybrid Training Class
Bellagio Las Vegas, NV
or Online
 
Aug
7
 
Webinar: Non-Competes,
Non-Solicitations and Nonsense

 
Webinar 11am - 12pm
PDT
Aug
15
 
Transportation Debtor Credit
Virtual Roundtable Discussion
Online 9am - 11am
PDT
Aug
21
 
Webinar: Maximizing Lending
Opportunities with Participations
 
Webinar 11am - 12pm
PDT
Sept
9 - 11
 
2024 Annual Transportation
Meeting
Caesars
Republic
Scottsdale, AZ
Sept
18
 
Webinar: ABL Insights – an Intro to
Asset Based Lending
Webinar 11am - 12pm
PDT
Oct
7 - 9
 
NEXGEN Leadership Summit The Driskill  Austin, TX
January
29 - 31
2025
 
2025 Presidents & Senior Executives
Meeting
Solaz
Resort
Los Cabos,
Mexico
May
7 - 9
 
2025 Annual Factoring Conference JW Marriott
Desert Springs
Palm Desert, CA

Event details will be posted below as they become available
 



Webinar - Creating Operational Efficiencies Through Process and Technology: Sponsored by TriumphPay


The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. In this webinar, the host, EVP of Product Strategy at Triumph Financial Garrett Wolfe, will host the CEO of Engaged Financial, Derek Stanley, and SVP/Director of Transportation Factoring of FirstLine Funding, Lori Gustaf. They will discuss how the TriumphPay Payments Network is built to optimize efficiency and how TriumphPay has layered automation into their operations to enhance efficiency and increase scalability and why the Payments Network is purpose-built to optimize efficiency.

The Venue: Online Via Zoom

The Schedule:

  • Wednesday, June 26, 2024: 11am - 12pm PDT

Speakers:

  • Garrett Wolfe - EVP, Product Strategy, Triumph Financial
  • Garrett Wolfe has a proven track record of building strategic products and services across multiple industries throughout his 15+ year career in strategy, product management, management consulting and product development. Currently, as the Executive Vice President, Product Strategy at Triumph Financial, Wolfe directs the strategic vision for transportation-focused products. His role involves crafting and executing comprehensive plans aligning with business objectives and market demands across the company's brands, LoadPay, TriumphPay, Triumph and TBK Bank brands. 
    Wolfe's tenure at Triumph Financial began in 2020 as the Vice President of Product Strategy for TriumphPay, progressing to roles as Chief Product Officer and Chief Strategy Officer before his current enterprise-wide position. Prior to TriumphPay, he led product development teams in real estate at Door.com and financial services at Capital One. Additionally, his experience includes contributing to scalable innovation solutions at PwC's Innovation & Development practice. Wolfe received his Master of Business Administration and Bachelor of Science in Aerospace Engineering from the University of Texas at Austin. 
  •  
  • Lori Gustaf - SVP/Director of Transportation Factoring, FirstLine Funding Group
  • Lori Gustaf is SVP, Director of Transportation Factoring, of FirstLine Funding Group, a division of First Bank & Trust. She has nearly 40 years of experience in the transportation industry and more than 25 years of experience in commercial finance. Gustaf has been an active member of the IFA for more than two decades. She currently is an IFA advisory board member and has led multiple training classes and seminars. Lori also participates in Women in Trucking Association, NACM/TRMG, and has served on the local United Way chapter board since 2010, including her current position of President.
  •  
  • Derek Stanley - CEO, Engaged Financial
  • A seasoned leader in the factoring industry, Derek has been with the company for 8 years and holding the position of CEO/President at Engaged Financial since 2021. With an impressive 14 years of direct transportation factoring experience, Derek has played a pivotal role in driving the company's growth initiatives, steering it towards new heights of success under his leadership. His expertise encompasses factoring, banking, sales, and risk management, providing him with a comprehensive skill set to navigate the complexities of the industry landscape.  His strategic vision and hands-on approach have been instrumental in developing and implementing innovative strategies that have propelled Engaged Financial within the industry. His journey from invoice processing to CEO underscores his deep-rooted understanding of the business, enabling him to adopt a ground-up approach in shaping the company's operations and strategic direction.  Under Derek's leadership, Engaged Financial continues to foster a culture of excellence, innovation, and client-centricity. 

Fee:

          This webinar is FREE for IFA Members and Ally Members. ($100 for non-members)
          A unique participant ID will be sent to all attendees.





Webinar - Understanding Financial Statements for Factors


Join us for an insightful webinar designed specifically for factoring professionals, focusing on the critical aspect of financial statement analysis. In the factoring industry, understanding and interpreting financial statements is essential for making informed decisions during the underwriting process and managing ongoing client relationships. This webinar will provide factors with the knowledge and tools needed to effectively analyze financial statements and understand their significance.

This webinar is ideal for factoring professionals seeking to enhance their financial analysis skills, improve their underwriting processes, and better manage their client relationships. Whether you are new to factoring or an experienced professional, this session will provide valuable insights and practical knowledge to help you excel in your role.

The Venue: Online Via Zoom

The Schedule:

  • Wednesday, July 17, 2024: 11am - 12pm PDT

Topics:

  • Importance of Financial Statements in Factoring: Gain insights into why financial statements are crucial for factors, even when the primary focus is on underwriting account debtor risk rather than client risk.
  • Types of Financial Statements: Learn the distinctions between internal, accountant-prepared, and audited financial statements, and determine which type a factor should accept based on the context and needs of the business relationship.
  • Key Financial Indicators for Prospective Clients: Learn what specific elements factors should scrutinize on a prospect’s financial statements during the underwriting process. Identify red flags and positive indicators that can impact your decision-making.
  • Ongoing Financial Monitoring: Discover the appropriate times to request financial statements from existing clients and understand what to look for to ensure continued financial health and mitigate risks.
  • Comparative Analysis: Understand the differences between how Asset-Based Lenders (ABL) and factors interpret and value financial statements, and what these differences mean for your practice.

Speakers:

  • Robyn Barrett - SVP, Managing Director​, FSW Funding a division of Oxford Commercial Finance
  • Robyn Barrett founded FSW and brought with her over 25 years of experience in finance with an emphasis on asset-based lending. Prior to founding FSW, Robyn worked for a national commercial finance company, FINOVA Capital Corporation where she last served as Assistant Vice President, Marketing for FINOVA Portfolio Services. Robyn also worked as a Senior Underwriter and Senior Analyst, where she gained knowledge in underwriting, sales, loan negotiations and management. Robyn is also a Certified Public Accountant and has a Masters in Business Management.
  •  
  • Zach Goik - VP, Underwriting Manager, Oxford Commercial Finance
  • Zach graduated from Michigan State University, where he received his Bachelor’s of Arts in accounting. He started out in the commercial finance industry as a field examiner in the Metro Detroit Area. After years of traveling nationwide and working with numerous types of businesses and industries, Zach transitioned to underwriting, where he has spent the past several years assisting clients in obtaining working capital financing to accommodate working capital constraints seen nationwide. At the start of 2023, Zach joined the Oxford Commercial Finance team as Underwriting Manager

Fee:

          This webinar is FREE for IFA Members and Ally Members. ($100 for non-members)
          A unique participant ID will be sent to all attendees.





The Law and Business of Factoring Training Class
with Bob Zadek, Esq., Buchalter

Bob Zadek's information-packed 2-day course - complete with a full set of superior forms he developed - is designed to help novices and seasoned factoring professionals, attorneys, and accountants build and strengthen their factoring know-how. His unique program devotes considerable time to revenue enhancing techniques and will increase your awareness of the factoring industry's challenges and opportunities. This powerfully presented program provides the opportunity to learn about the most recent and relevant legal issues in today's factoring industry. 

The Venue: Bellagio - Las Vegas, NV (In-person Only)

The Schedule:

  • Tuesday & Wednesday, July 23 - 24, 2024
  • 7:30am - 3:00pm each day (Pacific Time Zone)

Learning Objectives:

  • Add Revenue Enhancing Provisions To Your Contracts
  • Sell Factoring By Diffusing Resistance To High APRs
  • Get the Edge Over Other Competing Secured Creditors
  • Get All You Can From The Notification Letter, Invoice, Acknowledgment And UCC Filing
  • Deal Effectively With The Internal Revenue Service
  • Eliminate Dilution And Deflect Account Debtor Claims
  • Make Your Guaranties "Litigation Proof"

Topics Covered:

  • The Law and Business of Factoring
  • Factoring Law - Usury And Bankruptcy Issues
  • Latest Case Developments
  • Factoring Without Recourse - What It Is - When To Do It
  • Pricing Options And Issues
  • Priority Issues - Where The Game Is Won And Lost
  • Taking Out Another Lender - The Right Way To Do It
  • Internal Revenue Service Issues
  • Specific Industries To Avoid/Pursue
  • Account Debtor Issues
  • Assessing Account Debtor Quality
  • Enforcing Claims After Default
  • Additional Financial Products You Can Sell To Clients

Instructor:

  • Bob Zadek, Esq. - Buchalter
    Bob is one of the premier attorneys and an expert in the field of factoring. An attorney with the San Diego office of Buchalter, he handles loan documentation, trade finance and letters of credit, loan workouts and bankruptcy. He is a past Chair of the Commercial Financial Services Committee of the Section on Business Law of the American Bar Association, and was a founder and Chair of its Subcommittee on Loan Documentation.

Accommodations:

  • A special rate at the Bellagio of $209 has been negotiated for this event. There is also a $45/night resort fee.
  • You can reserve a room online by clicking here
  • Room block expires on June 21, 2024.

Fee:

          The fee for this meeting is $1,595 for IFA Members & Ally Members ($1,745 for Non-Members)

Special Discounts:

  • Past attendees from this course will receive 50% off.
  • Bring 3 attendees for the price of 2.
  • Register the same attendee for this course and the AE-LO Training Course and receive a $200 total discount.
  • Please call 805-773-0011 to receive these discounts. Only one discount can be used per attendee.
The meeting will run from 7:30am - 3pm  (Pacific Time Zone) both days. A 15 minute morning break, 15 minute afternoon break and a 1 hour lunch will be included. The fee includes tuition and course materials (including all legal forms). The registration includes continental breakfasts, coffee breaks and luncheons both days.




Account Executive/Loan Officer Hybrid Training Class


The Account Executive/Loan Officer Training Course is being offered as a hybrid training class. You have the option of attending in-person or online via Zoom. This class is a comprehensive two-day course covering a multitude of issues related to factoring. It is designed to help employees within your organization become more knowledgeable about the factoring industry. 

The Venue: Bellagio - Las Vegas, NV or Online

The Schedule:

  • Thursday & Friday, July 25-26, 2024
  • 7:30am - 2:00pm each day (Pacific Time Zone)

Learning Objectives:

  • Deal Evaluation Process
  • Contracts, P.O.'s and Vendor Agreements
  • Invoice Verification Procedures
  • Checking the Paper Trail
  • Reviewing and Approving Debtor Credit Limits
  • Incoming Transactions & Compliance
  • Dealing with Credit Memos
  • Reserve Management
  • Management of the Accounts Receivable Aging
  • Monitoring Tax Payments
  • Collection Procedures
  • Specific Industry Concerns and Pitfalls
  • Client Service Techniques
  • Working with Government Contracts
  • Management Policies and Strategies
  • Documentation and Compliance Procedures
  • Assignment Procedures and Issues

Instructors:

  • Jay Atkins - President, Seacoast Business Funding - a division of Seacoast Bank
    Jay is a 30 year Commercial Finance Executive, holding titles as CEO or President within the Factoring industry for the last 20 years. Jay currently serves as President of Seacoast Business Funding.
  •  
  • Robyn Barrett - SVP, Managing Member, FSW Funding, a division of Oxford Commercial Finance
  • Robyn has earned her bachelor’s degree from Arizona State University and a CPA license. Robyn's first official role in accounting was at Restaurant, Inc. in Phoenix, a food contract management company and subsidiary of the Greyhound Corporation. Three years later, she left the company to take on larger-scale accounting pursuits at The Dial Corporation. After six years at The Dial Corporation, Barrett ventured into the world of corporate finance at FINOVA Capital Corporation, a Phoenix-based publicly traded commercial lender. During her tenure at FINOVA, Barrett held numerous positions including: senior finance manager, senior marketing analyst, senior credit underwriter and vice president of marketing. After leaving FINOVA in 2000, she went on to serve as vice president of marketing and business development at ZoomLot Corporation. In 2001, Barrett founded Scottsdale-based Factors Southwest, LLC. Barrett holds a master’s degree in business administration from Grand Canyon University and is an active member of numerous industry organizations including: American Institute of Certified Public Accountants (AICPA); Arizona Society of Certified Public Accountants (ASCPA); Turnaround Management Association (TMA); Risk Management Association (RMA); International Factoring Association (IFA); Secured Finance Network (SFNet), and the Association for Corporate Growth.

Legal counsel will be provided by:

  • Michael Ullman, Esq. - Partner - Ullman & Ullman, P.A.
  • Mike received his Bachelor of Arts degree from the University of Florida in 1975 and graduated Nova Law School Magna Cum Laude in 1979. He also served as a member of and published for the Nova Law School Law Review. Mike is a member of the Florida Bar, is admitted to practice in the United States Bankruptcy Courts for the Southern, Middle and Northern Districts of Florida, Southern and Middle and Northern Districts of the Federal Courts in Florida and in the Eleventh and Fifth Circuit Federal Courts of Appeals as well as having been given pro hac vice status to serve his clientele throughout the country in numerous other states, including matters involving complex arbitration proceedings. Mike started his law firm, Ullman & Ullman, P.A., in 1980. Ullman & Ullman, P.A. has specialized in all forms of commercial transactions and litigation. Mike currently serves as co-counsel to and has been a frequent lecturer for the International Factoring Association for over two decades.
  • Jared Ullman, Esq. - Partner - Ullman & Ullman, P.A.
  • Jared Ullman is a Partner with the law firm Ullman & Ullman, P.A. located in Boca Raton, Florida. Ullman & Ullman has been co-counsel to the International Factoring Association for over 20 years, and has been advising and counseling factors and lenders for over four decades. Jared represents factors, forfaiting companies and various asset-based lenders and has experience in bankruptcy, restructuring and other commercial transactions as well as commercial litigation. He also has experience managing securitized institutional loans with value in excess of $50 million.

Accommodations:

  • A special rate at the Bellagio of $209 has been negotiated for this event. There is also a $45/night resort fee.
  • You can reserve a room online by clicking here
  • Room block expires on June 21, 2024.

Fee:

          The fee for this meeting is $995 for IFA Members & Ally Members ($1,145 for Non-Members)

The meeting will run from 7:30am - 2pm (Pacific Time Zone) on Thursday and Friday. A 15 minute morning break, 15 minute afternoon break and a 1 hour lunch will be included. The in-person registration includes continental breakfasts, coffee breaks and luncheons both days. With the exception of meals, because of the hybrid interaction, the in-person and virtual attendee will have a similar experience during this training class. Virtual attendees will be in a live online classroom environment where they can pose questions to the speaker throughout the class. Price is per attendee. A unique participant ID will be sent to all virtual attendees.




Webinar  - Non-Competes, Non-Solicitations and Nonsense - Key Regulatory Changes You Should Know


Attorneys Robby Dube and Daniel Cragg will provide an update on key regulatory changes affecting all factors and businesses in the factoring industry as it relates to mandatory federal reporting, and the FTC’s new changes to non-competes and non-solicitations. They will explain what you will need to report, and why it has become significantly harder to stop employees from taking your sensitive financial data with them when they leave.

The Venue: Online Via Zoom

The Schedule:

  • Wednesday, August 7, 2024: 11am - 12pm PDT

Speakers:

  • Daniel J. Cragg, Esq. - Partner, Eckland & Blando LLP
  • Daniel J. Cragg handles complex litigation matters in a variety of practice areas including factoring, asset-based lending, personal injury, commercial litigation, labor and employment law, as well as admiralty and maritime law.  Daniel is a Partner with Eckland & Blando LLP in Minneapolis but handles high stakes cases throughout the country (in association with local counsel). He has been rated by Thomson Reuters as a “Stand Out Lawyer” and “Lead Counsel” for civil litigation, as well as a Super Lawyer. He is AV Rated by Martindale Hubbell.
  •  
  • Robby Dube, Esq. - Senior Associate, Eckland & Blando LLP
  • Robby Dube is a Senior Associate at Eckland & Blando who handles high stakes litigation through the country (in association with local counsel). His primary focus in complex litigation between businesses with a special focus on factoring or asset-based lending,  and litigation against the government, including regulatory challenges, referendum or other election rights, and government contracts. He has been rated as a Super Lawyer Rising Star and a North Star Lawyer. 

Fee:

          This webinar is FREE for IFA Members and Ally Members. ($100 for non-members)
          A unique participant ID will be sent to all attendees.




Transportation Factoring Meeting

Transportation Factoring organizations have unique needs. One of the best ways to help with your strategic planning is to spend time discussing those issues with other Transportation Factors. The purpose of this meeting is to provide a forum with current industry topics for Transportation Factors. This is a unique opportunity to share ideas and learn from others. Along with roundtable group discussions, guest speakers will dive into topics ranging from upcoming changes in the transportation industry, critical transportation issues, current frauds and future trends. There will also be an exhibit hall with vendors that provide services for Transportation Factors.

The Venue: Caesars Republic, Scottsdale, AZ

The Schedule: September 9-11, 2024

  • Monday Welcome Reception: 5:00pm - 6:30pm
  • Tuesday Meeting: 7:30am - 4:00pm
  • Tuesday Cocktail Social: 5:00pm - 6:30pm
  • Wednesday Meeting: 7:30am - 12:00pm

Moderators:

  • Tim Valdez - President, Factoring Division, Triumph
  • Tim Valdez is the President of the Triumph Factoring Division. He is responsible for providing overall leadership in setting and executing Triumph’s strategic plan. With over 25 years of experience across multiple factoring companies, Valdez's deep industry knowledge influences Triumph’s expansion to serve the factoring market. Valdez previously served as Chief Operating Officer and Factor Leader for TriumphPay. Before he joined the Triumph Financial enterprise, he served as Vice President of WEX Fleet One Factoring, where he managed the daily operations of the recourse and non-recourse transportation factoring portfolio, including the supervision of sales, operations, cash application, collections, underwriting, and credit. He joined WEX Fleet One Factoring in 2019 when the company acquired Pavestone Capital, a recourse factoring company that Valdez co-founded to serve small and middle-market transportation and commercial businesses. Before founding Pavestone Capital in 2012, Valdez served as Chief Lending Officer for Transportation Alliance Bank.  

  • Jennifer Lance - Chief Operations Officer, Apex Capital
  • Jennifer started at Apex as an Auditor.  In 2002 she moved into the role of Client Accounting Manager with 5 employees in the department.  Today the department has over 90 employees and is responsible for all the back-end processing of client’s receivables, including cash application.  In the last 10 years through process automation, smart hiring and with an emphasis on training and development, productivity has improved by over 70% despite the drastic rise in volume.  Jennifer joined the Senior Leadership team in 2012 and in 2014 also began managing a small Product Development team, which has grown to a team of 10 employees and is now called Change Management.  From 2008 – 2011 Jennifer worked as an Account Executive while maintaining her position as Client Accounting Manager.  She currently heads up the Business Continuity Planning committee, event planning, all company quarterly meetings, and participates in the Senior Leadership team.
Legal Counsel:
  • David Jencks, Esq. - Attorney, Jencks Law, P.C.
    David is an attorney that has been practicing for over 20 years in the areas of transportation and transportation finance. He represents Factors, Brokers, Freight Forwarders 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. David earned a Bachelor of Arts Degree at the University of South Dakota and he holds a Juris Doctorate from Hamline University.
Guest Speakers: TBA

Exhibitors/Sponsors:

Accommodations:

  • A special rate at the Caesars Republic of $269 has been negotiated for this event. 
  • Rooming information and booking link will be emailed to registered attendees.
  • Limited availability. Room block expires on August 16, 2024.

Fee:

          The fee for this meeting is: $1,095 (IFA Members Only)
          Meeting attendees must have a minimum of 2 years Factoring experience.
          The Transportation Meeting is limited to 4 attendees per Factoring company.

We recommend registering early, as this meeting is limited in attendance and has sold out in the past. Attendance for Non-Factoring Companies is limited to exhibitors and sponsors.

The meeting will run from 7:30am - 4:30pm on Tuesday and 8am - 12pm on Wednesday. There is a Welcome Reception on Monday evening from 5:30pm - 7:00pm and a Cocktail Reception on Tuesday evening from 5:30pm - 7:00pm. The registration fee includes tuition, course materials, breakfasts, coffee breaks, Tuesday lunch, Welcome Reception, Tuesday Reception and entrance to exhibit hall.

This meeting is sold out. Please email info@factoring.org to be placed on the wait list.




NEXGEN Leadership Summit

This event will bring together the brightest young professionals in the factoring industry. Over the course of this summit, attendees will gain crucial industry knowledge, insights into the current state of the market, and leadership skills to help take their careers to the next level. Attendees will leave with a solid understanding of the ins-and-outs of the entire factoring process and how different functions work together.

Guest speakers and leadership workshops will highlight the latest trends and innovations shaping the future of factoring. Experts will share cutting-edge analysis about where the market is headed to help attendees strategically position themselves for long-term success. 

Networking with peers promises to provide an invaluable opportunity to make connections across international borders and a wide array of roles. Attendees will help to build a community among the next generation of factoring talent, fostering idea sharing and collaboration that will help to build the foundation of our industry’s future.

The Venue: The Driskill, Austin, TX

The Schedule: October 7-9, 2024

  • Monday Welcome Reception: 5:30pm - 7:00pm
  • Tuesday Meeting: 7:30am - 4:30pm
  • Tuesday Cocktail Reception: 5:30pm - 7:00pm
  • Wednesday Meeting: 8:00am - 12:00pm

Moderators:

  • Carson Harmonson - Portfolio Analyst, Dare Capital
  • Carson Harmonson is a recent and promising graduate of St. Edwards University with a bachelor’s degree in Entrepreneurship. Before joining Dare Capital as a Portfolio Analyst, Carson helped grow a local water sports venue from one thousand customers per season to ten thousand customers in a single summer. Since then, Carson has become passionate in helping entrepreneurs surpass their goals with asset-based lending and factoring solutions. As a member of the NEXGEN committee, Carson hopes to help in the pursuit of NEXGEN’s goal to build partnerships within the factoring industry.

  • Loren Shifrin - Founder & CEO, REV Capital
  • Loren Shifrin is the Founder and CEO of REV Capital (formerly Revolution Capital). He is a highly ambitious young entrepreneur with over fifteen years of experience building brands and growing portfolios in the factoring industry. Having held an executive role for over a decade, Loren has developed an extensive set of skills and experiences that allow him to keep up with his ambition. As chair of the NEXGEN committee, Loren will play a pivotal role in attracting, retaining, and engaging the future of the factoring industry.
Guest Speakers: TBA

Sponsors:

  • Please email info@factoring.org for information on sponsoring. Limited spots are available.

Accommodations:

  • A special rate at The Driskill of $289 has been negotiated for this event. 
  • Rooming information and booking link will be emailed to registered attendees.
  • Limited availability. Room block expires on September 6, 2024.

Fee:

          The fee for this meeting is: $495 (IFA Members & Ally Members Only)
          Meeting is limited to 3 attendees per company

The meeting will run from 7:30am - 4:30pm on Tuesday and 8am - 12pm on Wednesday. There is a Welcome Reception on Monday evening from 5:30pm - 7:00pm and a Cocktail Reception on Tuesday evening from 5:30pm - 7:00pm. The registration fee includes tuition, course materials, breakfasts, coffee breaks, Tuesday lunch, Welcome Reception and Tuesday Reception.

Registration for this meeting will open on June 15, 2024.





2025 Presidents & Senior Executives Meeting

Presidents and Senior Executives of factoring organizations have unique needs. One of the best ways to help with your strategic planning is to spend time discussing those issues with other Presidents and Senior Executives in the factoring industry. This meeting is designed to facilitate that discussion.

The second component of our meeting will concentrate on networking. We will begin on Wednesday evening with a Welcome Reception. Breakfast and lunch will be held together to give you a chance to network with the other attendees. Dinner on Thursday evening will also be included.

The Venue: Solaz, a Luxury Collection Resort - Los Cabos, Mexico

The Schedule:

  • January 29 - 31, 2025

Some of the Topics Covered:

  • State of the Industry
  • Marketing
  • Negotiations
  • How to Generate Business in 2025
  • Regulations
  • Planning for the Future
  • Funding Options
  • New Products
  • Legal Issues
  • Staffing
  • Cybercrime
  • Supply Chain Issues & Stressors
  • Technology
  • Additional Topics TBA 

Moderators:

  • Jay Atkins - President, Seacoast Business Funding - a division of Seacoast Bank
    Jay is a 30 year Commercial Finance Executive, holding titles as CEO or President within the Factoring industry for the last 20 years. Jay currently serves as President of Seacoast Business Funding.
  •  
  • Matt Begley - COO/CFO, Republic Business Credit, LLC
  • As a member of the board, Matt leads client management staff across Republic's suite of products, bringing more than 20 years of middle market lending experience including being the CEO & founder of a nationwide commercial finance company, Division President of a Fortune 100 firm. Matt serves as a board member of the Secured Finance Network and its California Chapter of the SFnet. Matt has a BA from Cal Poly San Luis Obispo and an MBA from Pepperdine University. Matt resides in California with his family.

Legal Counsel:

  • Michael Ullman, Esq. - Principal, Ullman & Ullman, P.A.
  • Mike graduated from Nova Law School Cum Laude in 1979, is a member of the Florida Bar and has been admitted pro hac vice in courts and arbitration proceedings throughout the country. Ullman & Ullman, P.A., formed in 1980, specializes in all forms of commercial transactions, litigation and arbitration. Mike is co-counsel to and has lectured for the IFA for over a decade and has published numerous articles including: Factoring Specialized Industries and Stories From the Trenches.
  •  
  • Bob Zadek, Esq. - Of Counsel, Buchalter
  • Bob is one of the premier attorneys and an expert in the field of factoring. An attorney with the San Diego office of Buchalter, he handles loan documentation, trade finance and letters of credit, loan workouts and bankruptcy. He is a past Chair of the Commercial Financial Services Committee of the Section on Business Law of the American Bar Association, and was a founder and Chair of its Subcommittee on Loan Documentation.

Guest Speakers:

  • TBA

Accommodations:

  • Room block information will be sent to attendees after registration.

Fee:

The fee for this meeting is $1,495 (IFA Members Only). This meeting is limited to two attendees per company. Attendees must have a minimum of five years' experience in Factoring and have a Senior Executive level position.

The meeting will run from 8am - 4pm on Thursday and 8am - 1pm on Friday, with a reception on Wednesday evening and a group dinner on Thursday Evening. The fee includes tuition, course materials, breakfasts, coffee breaks, luncheons, Welcome Reception and the Thursday evening dinner.

Cancellation Policy: All cancellations received before December 1, 2024, will be given a full account credit or can be refunded minus a 10% cancellation fee. All cancellations received after December 1, 2024, regardless of the reason, will be given an account credit minus a 50% cancellation fee. No credits will be given after January 15, 2025. Attendee names can be substituted without a penalty as long as the new attendee has a minimum of five years' experience in Factoring and has a Senior Executive level position.
 

Registration for this meeting will open on June 17, 2024.
 

To register for any of these events,
 

For more information, please email info@factoring.org or call 805-773-0011.

Cancellation Policy:
Here at IFA, your well-being is our top priority. We completely understand that your health and circumstances can change, which is why we've got a modern and flexible cancellation policy in place.
Health-related cancellations: If you decide not to attend an in-person event due to a documented health concern, you won't face any cancellation fees. Instead, you'll receive a full account credit for the attendance fees paid.
Non-health-related cancellations: If you need to cancel your attendance for reasons unrelated to health, on or before 30 days prior to the event, an account credit for the attendance fees paid, minus a 20% cancellation fee, will be applied to your account. If you cancel within 30 days of the event, no refunds will be issued. However, you may freely substitute attendee names from your organization without any penalty.
Please make sure to review the specific cancellation policies for each event listed, as they may have unique terms and may supersede the cancellation policies stated above.
One more thing to keep in mind: If you have unused account credits sitting on your account for more than two years, they will be considered contributions to our organization and will no longer be available to you for use.

 

The International Factoring Association is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.



The IFA will assist with applications to receive continuing legal education. To receive CLE credits, participants will need to submit all documentation to their accrediting states for approval. For more information, please contact Heather Villa at info@factoring.org or 805-773-0011 ext 301.


The IFA offers CAEF credits for upcoming programs. For information on approved programs and courses, please contact Terri Baker at info@factoring.org or 805-773-0011 ext 303.


Welcome

The International Factoring Association’s (IFA) core mission is to empower the Factoring community with cutting-edge resources, advanced training, substantial procurement advantages, and a centralized hub of knowledge and support.

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