Events

Date Event Venue Location
Oct
7 - 9
 		 NEXGEN Leadership Summit The Driskill  Austin, TX
Oct
16
 		 Webinar: ID Theft/Fraud from
the Trenches		 Webinar 11am - 12pm
PDT
Oct
23
 		 Webinar: Unlocking Cash Flow:
Using Self-Directed IRAs for
Factoring Receivables
 		 Webinar 11am - 12pm
PDT
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
May
7
 		 Factoring Essentials Hybrid
Training Class		 JW Marriott
Desert Springs		 Palm Desert, CA
or Online

Event details will be posted below as they become available
 



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.

  • Chad Eberly - General Manager and Co-founder, Encore Funding
    Chad Eberly has spent over a decade overseeing business operations and is a big proponent of leveraging factoring programs to free up working capital for entrepreneurs. Prior to Encore, he served as the Manager of Risk Assurance at PwC, auditing and advising clients on business process and IT controls. His creative and solution-oriented approach to factoring has helped to establish true partnerships throughout his network. As a member of the NEXGEN committee, Chad is perfectly positioned to help educate the next generation of professionals on the factoring industry.
Guest Speakers: TBA

Sponsors:

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.

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



Webinar - ID Theft/Fraud From The Trenches

Join us for an informative and engaging webinar focused on identity theft and fraud within the Transportation Factoring sector. We will delve into the pervasive issue of identity theft, exploring the latest tactics used to commit fraud. This webinar is designed to arm you with the knowledge and tools needed to identify, prevent, and respond to fraudulent activities in the transportation industry.

Due to high demand following the IFA’s Transportation Meeting in September, Tom Croteau from OperFi will be presenting on this topic for all IFA members. If you attended the meeting, this webinar will cover the same material, but it’s an excellent opportunity for everyone in your organization to gain insights from this important content.

The Venue: Online Via Zoom

The Schedule:

  • Wednesday, October 16, 2024: 11am - 12pm PDT

Topics:

  • Types of Fraud: Understand the various forms of fraud affecting transportation factoring with emphasis on identity theft.
    Red Flags and Detection: Learn how to identify warning signs and use technology to detect fraudulent activities before they impact your business.
    Prevention Strategies: Discover effective measures and best practices for safeguarding your underwriting process and reducing vulnerability to fraud.
    Case Studies and Real-Life Scenarios: Gain insights on how to handle and prevent similar issues.

Speakers:

  • Tom Croteau - Founder & CEO, OperFi
  • Tom Croteau has over 12 years of experience in Operations, Underwriting, and Management within the transportation factoring industry. He began his career in 2012 as VP of Operations at Single Point Capital, where he developed a strong expertise in factoring and transportation finance. An Air Force veteran, Tom founded OperFi in 2019 to provide working capital to small and medium-sized carriers and logistics companies, with a focus on supporting veterans and veteran-related causes. OperFi offers veteran discounts and donates a portion of its profits to veteran charities annually. Tom has been involved with the International Factoring Association (IFA) for the past 12 years, bringing valuable insights, particularly in Operations and Underwriting within the industry.
  •  
  • David Jencks, Esq. - Attorney, Jencks Law, P.C.
    David is an attorney that has been practicing for 25 years in the areas of transportation and transportation finance. He represents Factors and transportation companies in transactional and litigation matters. He is a member of the Transportation Lawyers Association and co-general counsel to the IFA.

Fee:

          This webinar is FREE for IFA Members and Ally Members.
          (Registration for IFA Members and Ally Members Only)
          A unique participant ID will be sent to all attendees.

This webinar will not be recorded, so attendees must join live to listen.



Webinar  - Unlocking Cash Flow: Using Self-Directed IRAs for Factoring Receivables

Discover how self-directed IRAs (SDIRAs) can open new avenues for factoring and business growth. Unlike IRAs held at banks or brokerages, SDIRAs empower experienced investors to diversify into private market opportunities, including real estate, private equity, and receivables.  For businesses with immediate cash flow needs, selling receivables to SDIRA investors can be a game-changer. In this webinar, Bill Neville from The Entrust Group will walk us through a comprehensive overview of SDIRAs. He will cover the various investment options, account types, and critical IRS regulations that govern these powerful investment accounts. Plus, he’ll explore why SDIRA investors could be the perfect untapped pool for meeting your factoring needs.  Whether you’re a business owner looking to enhance cash flow or an investor seeking new tax-advantaged opportunities, this session will provide the insights you need to leverage SDIRAs for maximum impact in the private market.

The Venue: Online Via Zoom

The Schedule:

  • Wednesday, October 23, 2024: 11am - 12pm PDT

Speakers:

  • Bill Neville - Business Development Manager, The Entrust Group
  • Bill Neville joined The Entrust Group over 14 years ago through his initial role as Manager of Operations for the company’s franchise program. When the program was discontinued, Bill stepped up to the task of managing the Compliance and Internal Audit departments. With a keen eye for detail and gaining valuable insights into the IRA industry, Bill kept Entrust’s educational programs and internal processes in line with industry regulations. Bill actively takes pride in the company’s growth and success and is currently the Business Development Manager for Entrust’s San Francisco Bay Area office.
  •  

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.




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.

Sponsors:

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.

This meeting is sold out. Please email info@factoring.org to be placed on the wait list.
To register for any of these events,
 

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

Terms, Conditions & Cancellation Policy:
As a registered attendee or participant of the International Factoring Association's Training Classes, Meetings, Conferences, Webinars and all other Events, you agree to the Terms and Conditions with the International Factoring Association. For a copy of the Terms and Conditions, Click Here.
 

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.


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