Events

Event details will be posted below as they become available

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.
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• 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.

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.
 

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Webinar - Maximizing Success in Oil & Gas: Market Trends, Factoring Tips, and Risk Indicators
Join us for an exploration of the current economic landscape in the oil and gas industry. This webinar will provide valuable insights into emerging market trends, helping you understand the forces shaping the sector. Learn best practices for factoring oil and gas service companies, and the unique risks and opportunities they present.  Additionally, we’ll highlight key red flags to watch out for, enabling you to proactively manage risks and make informed decisions. Whether you're an industry veteran or new to the field, this session will equip you with the knowledge and strategies needed to thrive in today's dynamic oil and gas environment.

The Venue: Online Via Zoom

The Schedule:

• Wednesday, February 12, 2025: 8am - 9am PT (Pacific)

Speakers:

• Hailey Benton-Thomas - President, Bison Payments, LLC
• Hailey has been a leader in the factoring industry since beginning her career with TBS Factoring as Corporate Counsel and Director of HR and ultimately serving as CEO until 2022. Prior to TBS, she was a business and employment law litigator in Los Angeles, representing clients such as Verizon and several NFL teams. In 2023, Hailey founded Bison Payments in partnership with Bison Technologies, a tech company with decades of experience in the oil and gas industry. Under her leadership, Bison Payments has rapidly grown, capturing market share with its QuickPay and QuickPay Pro programs that are uniquely tailored for that sector. Hailey enjoys working with industry peers and has previously hosted the Annual Transportation Factoring Conference, currently chairs the Government Affairs Committee for the American Factoring Association, is a member of the Petroleum Alliance, and serves on several non-profit boards.
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• Hal Wallace - President/Co-Owner, Ryan & Jacobs
• Hal Wallace has 20+ yrs in the oil and gas, collections industry. He's an experienced business professional with a demonstrated history of working in the financial services industry. He's well versed in legal processes and skilled in commercial collections, mediation, negotiation, case research, skip tracing investigations, asset discovery, account reconciliation, debt consolidation, and commercial equipment sales. Hal received his Bachelor's Degree in Public Affairs with a concentration in Mediation from The University of Texas at Dallas.
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• Matthew Bicik - Director of Commercial Sales, Senior Debt Specialist, Ryan & Jacobs
• Matthew is a single father of two teenage boys, a role he describes as the hardest thing he has ever done but one he would never trade for anything in the world. With two Culinary Degrees from Johnson & Wales University, Matthew spent 27 years working as a Chef. However, his career path changed when he gained full custody of his boys in 2015. Since 2016, Matthew has been thriving in the Collections Industry, where his top priority is helping clients become more profitable and building meaningful relationships with them. He truly loves what he does and feels blessed to be a part of Ryan & Jacobs.

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.

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Transportation Factoring Debtor Credit Virtual Roundtable Discussion

The IFA is organizing a virtual roundtable discussion on debtor credit specifically tailored for Transportation Factors. During this event, we'll dive into the credit history and payment trends of submitted debtors, focusing on the challenges, obstacles, and issues associated with each debtor. This interactive roundtable encourages attendees to collaborate in addressing challenges related to debtors. The primary goal of the IFA Debtor Credit Roundtable Discussion is to gather and exchange credit information related to mutual and potential account debtors, creating a platform for such discussions with other IFA members.

The Venue: Online Via Zoom

The Schedule:

• Wednesday, February 26, 2025: 9am - 11am PT (Pacific)

Participants Must Submit the Following Information by February 10:

• • Each company in attendance must submit up to four debtors that they wish to discuss.
• • Multiple attendees from the same company may register for this meeting, but only four debtors per company may be submitted.
• • Be prepared to share information not only on the debtors you submit, but also on any other debtors that you have information on.
  • In order for this call to be worthwhile, all participants must share information.
  • Reasons for submitting debtors can include: Changes to the account, new account, past due, no buy, insufficient funds, calls/emails are unanswered, credit trends, notification/verification issues, office closures, other issues.
  • All registrations and debtor lists must be received by February 10. This way we will have ample time to compile the debtor list and send to participants.
• • All attendees must follow the IFA Credit Discussion Group rules that can be found here.

Moderator:

• Bryan Alsobrooks - President, Phoenix Capital Group
• Bryan has over 30 years commercial finance experience and more than 20 years in the transportation industry.  He is active with the International Factoring Association and has served as past Chairman and Vice Chairman for the North American Credit Manager’s National Transportation Credit Group.  Bryan received a Bachelor of Business Administration degree from Austin Peay State University. Phoenix Capital Group is a wholly-owned subsidiary of Gulf Coast Bank & Trust Company and is a nationally recognized provider of working capital solutions to small- to medium-sized transportation companies.  Financing solutions include asset-based lending, accounts receivable financing and factoring, equipment financing and fuel card services.  They are headquartered in Scottsdale, Arizona, with additional offices in California, Texas, Alabama and Tennessee.

Legal Counsel:

• 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.

Debtor Reports:

Fee:

$195 per person. (This event is limited to IFA Members only.)
A unique participant ID will be sent to all attendees.
Multiple attendees from the same company may register to attend, but only four debtors per company may be submitted.
All debtors must be received by February 10.
If registration is received after February 10, then the participating company will not be able to submit their own list of debtors.

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Webinar - Transform Your Factoring Data Into Actionable Intelligence - Sponsored by Beacon Consulting Group

Discover how to unlock the potential of your Factoring Data for your organization with out of the box thinking. We will demonstrate the value of Data Warehousing and Analytics helping organizations use their data for intelligent decision making.

In today’s fast-paced market, businesses are generating more data than ever before. Making sense of this vast information can be overwhelming, but with the right approach, it becomes a powerful asset. Analytics and visualization play a crucial role in transforming raw data into clear, actionable insights.  As data-driven decision-making becomes the norm, organizations are prioritizing Key Performance Indicators (KPIs) to enhance predictability and drive growth.

Join us for this webinar to explore the impact of effective data management. We’ll cover essential strategies, including Single Source of Truth (SSOT), AI-driven analytics, and mobile-friendly reporting—empowering you to make smarter, faster business decisions.

Sponsored by Beacon Consulting Group, an Ally member of the International Factoring Association, providing IT consulting services to the industry.

The Venue: Online Via Zoom

The Schedule:

• Wednesday, March 5, 2025: 11am - 12pm PT (Pacific)

Speakers:

• Frank Swann - Chief Operating Officer, Beacon Consulting Group
• Frank Swann is the Chief Operating Officer for Beacon Consulting Group specializing in helping companies illuminate their data to minimize risk and maximize rewards by unlocking their data’s potential. With over 30 years of experience in the Equipment Finance and Commercial Capital industries, most recently with Mitsubishi HC Capital America and Engs Commercial Finance. Frank’s innovative approach to data and AI-driven solutions have helped companies add efficiencies to build growth and is known as a thought leader in the industry. He is currently an Ally Member of the International Factoring Association. Outside of work, Frank enjoys spending time with his grandchildren and family.  Connect with Frank on LinkedIn.
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• Cory Miller - Director of BI Solutions, Beacon Consulting Group
• Cory Miller, Director of BI Solutions at Beacon Consulting Group, excels in empowering businesses to leverage their data through advanced analytics and visualization. With 15 years of expertise in Business Intelligence Technology, Cory has consistently delivered data-driven solutions across diverse industries. Renowned for his ability to transform complex datasets into actionable insights, Cory is an authority in Power BI and data analysis. Clients appreciate his exceptional problem-solving skills, commitment to excellence, and keen eye for uncovering opportunities through data. His proficiency has been recognized at industry events, notably as a presenter at the LTi User Conference. Outside of his professional life, Cory enjoys golfing during the summer and is an enthusiastic racquetball player throughout the rest of the year. Connect with Cory on LinkedIn to explore the future of data-driven decision-making.

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.

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Webinar - Unlocking the Potential for Medical Receivables for Factors
This webinar focuses on medical accounts receivable financing, offering valuable insights for factoring companies looking to unlock opportunities in the healthcare sector. We will examine how leveraging medical receivables can help healthcare providers stabilize cash flow and drive growth. Our goal is to provide factoring companies with the knowledge and strategies needed to effectively utilize medical accounts receivable as a powerful financial tool.

The Venue: Online Via Zoom

The Schedule:

• Wednesday, March 12, 2025: 11am - 12pm PT (Pacific)

Speaker:

• Ben Rutkevitz - Senior Vice President, Business Development, Alleon Capital Partners
• Mr. Rutkevitz’s finance career started in 2001 as a consultant for Citi Bank, Bear Stearns and Morgan Stanley. In 2006 he started working for Satori Capital Management, an asset-based lending hedge fund specializing in senior secured commercial mortgages. There he managed a team of loan originators and underwriters. In 2009, Mr. Rutkevitz left Satori and moved to help grow Alleon. His chief responsibility is to establish relationships with healthcare providers and intermediaries and assist in the underwriting process. Ben lives in New York City with his wife and holds a bachelor’s degree in Finance/Marketing from the State University of NY at Albany.

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.

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Factoring Essentials Hybrid Training Class

The Factoring Essentials training course is your comprehensive guide to factoring. Whether you're venturing into the world of factoring for the first time or looking to sharpen your existing skills, this course is designed to equip you with the essential knowledge to thrive in the industry.

For individuals new to factoring, this course takes you through the fundamental concepts, principles, and best practices, laying a solid foundation for starting your career. You'll explore the intricacies of assessing creditworthiness, managing risk, and understanding the dynamics of client relationships. From the basics of invoice factoring to the nuances of due diligence, you'll gain a holistic understanding of the processes involved.

Even if you're a seasoned professional looking to refresh your knowledge, the Factoring Essentials training course has something for you. It keeps you updated on the latest trends and industry insights, ensuring that you stay ahead in an ever-evolving landscape. By the end of this course, you won't just be familiar with the essentials of factoring; you'll be equipped with the tools and knowledge needed to excel. So, whether you are new to the industry or simply looking to refine your skills, embark on this learning journey and set yourself on the path to becoming a successful factor.

You have the option of attending this class in-person or online. The online attendee will be in a live classroom setting with speaker interaction.

The Venue: JW Marriott Desert Springs - Palm Desert, CA or Online via Zoom

The Schedule:

• Wednesday, May 7, 2025: 8am - 4pm PT (Pacific)

Learning Objectives:

• Introduction to Factoring
• Factoring Law
• Uniform Commercial Code
• Underwriting and Credit
• Factoring Contracts
• Debtor Credit
• Notifications and Verifications
• The Daily Business Flow
• Problem Clients & Ending the Relationship
• How to Find Clients
• Hot Topics

Speakers:

• George Thorson - EVP, Chief Credit Officer​, Triumph
  George has  40 years of experience in commercial finance including factoring, asset based lending, business evaluations, loan work out and field auditing. Prior to joining Triumph, George was a principal in Collateral Risk Management, Inc. and Credit Support International. George continues to serve as an industry expert and peer educator for the International Factoring Association and the National Association of Credit Managers. George received a B.S. in Accounting from St. Cloud State University, and is an IFA Certified Account Executive in Factoring (CAEF).
   
  Gen Merritt-Parikh - President, Haversine Funding
  Gen Merritt-Parikh is the President of Haversine Funding.  With more than 25 years of experience in commercial finance, she is responsible for originations, underwriting, investment analysis, and management and asset allocation strategy. In 2018, as President of Allied Affiliated Funding, she led the company to a successful sale to a nationally chartered bank. Previously, Gen worked in the factoring and asset-based lending space with companies including Liquid Capital, Comresco Capital and Guaranty Business Credit. She holds a Bachelor of Arts degree in Business and Economics from the University of Texas at Dallas, serves on the Factoring Committee for the Secured Finance Network (SFNet) and holds the Subject Matter Expert designation by the International Factoring Association, having helped develop the first factoring certification program for the industry. She was recognized by the ABF Journal as one of the top women in ABL for 2022 and by SFNet in 2019 as one of the noted women in commercial finance. She joined Haversine Funding in 2020 and resides in the Dallas metroplex with her husband.
  
  Legal counsel will be provided by:
  
  Jim Cretella, Esq. - Attorney, Otterbourg, P.C.
  Jim Cretella is a Member of the firm’s Banking and Finance Department.  He represents institutional lenders, factoring companies and specialty lenders, as well as borrowers, in a variety of asset based lending, specialty finance and other corporate transactions.  Mr. Cretella has worked on financing transactions covering a wide range of industries, including staffing, transportation, oil and gas, refactoring and government contracting.  He has extensive experience in supply chain and other trade finance transactions, including off-balance sheet receivable purchase facilities.

Accommodations:

Training class registration is required prior to reserving a room. Booking information will be emailed to attendees upon registration. 
Rooms based on availability. Room block expires on April 14, 2025.

Fee:

• The fee for this training class is $645 for IFA Members and Ally Members ($745 for Non-Members)
• Price is per attendee. A unique participant ID will be sent to all online attendees.

This is an add-on training class to the IFA Annual Factoring Conference. You do not need to be registered for the IFA Annual Factoring Conference in order to register for this additional training class.

The meeting will run from 8am - 4pm. The fee includes tuition, course materials, continental breakfast, coffee breaks and lunch. 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.