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.


Date Meeting Venue Location
22 - 23
Domestic Supply Chain Finance
Training Course

Hilton Conrad
Miami, FL
Annual Meeting with NYIC
& IFA Northeast Chapter

Arno Ristorante New York, NY
Successfully Navigating a
Factoring Future in Uncertain Times

Webinar 1pm - 2pm PST
Factoring Essentials
Training Course

Fontainebleau Miami Beach, FL
9 - 12
2018 Annual Factoring

Fontainebleau Miami Beach, FL
18 - 19
The Law & Business of Factoring
Training Course

Planet Hollywood Las Vegas, NV
21 - 22
Account Executive/Loan Officer
Training Course
Planet Hollywood Las Vegas, NV
12 - 13
Advanced Underwriting for
Specialty Finance Products
Planet Hollywood Las Vegas, NV
13 - 14
Transportation Factoring Meeting Hilton Cleveland
Cleveland, OH

Event details will be posted below as they become available

Domestic Supply Chain Finance Training Class

We’ve assembled a group of Supply Chain Finance experts to conduct a course specializing in Domestic Supply Chain Finance. Our emphasis will be on the Long Tail with focus on smaller vendors. The goal of this course is to instruct Factors on how to market, price and operate this type of finance.

The Venue: Hilton Conrad Miami- Miami, FL

The Schedule:

  • Thursday & Friday, February 22 - 23, 2018

Learning Objectives:

  • What is Supply Chain Finance?
  • How it differs from Factoring
  • Advantages/Disadvantages over Factoring
  • Can it be done domestically?
  • Can it be done for small suppliers?
  • Value Proposition for buyer and supplier
  • Solution Elements
  • Target Markets
  • Pricing
  • Insurance
  • Implementation
  • Competitive Landscape
  • Challenges with Supply Chain Finance
  • Legal Infrastructure
  • How Factors can participate (Onboarding, How to sell your participation)
  • How to Fund
  • Working with a vendor vs. going alone


  • Bob Kramer - Managing Partner, Capgenta
    Mr. Kramer is currently the Managing Partner at Capgenta, a consulting firm specializing in working capital management and Supply Chain Finance for banks, corporates and technology providers. He is a co-founder of Supply Chain Finance provider PrimeRevenue and also a co-founder of e-commerce technology provider Intelisys. He began his career in the Treasury & Trade Services divisions of JP Morgan Chase and Deutsche Bank. During his 14 years helping companies with their working capital initiatives he has successfully sold and implemented over 100 such programs globally, helping clients increase operating cash flow by nearly $25 Billion and reducing supplier costs by over $1 Billion annually. Mr. Kramer and his teams have analyzed over $2 Trillion in spend, examining payment terms by industry and commodity, the financial impact of SCF on the supply chain and supplier early payment behavior. Mr. Kramer earned his MBA from New York University’s Stern School of Business and received is BA from Cornell University.

  • Layla Hollender - President & CEO, TradeRiver USA
  • Ms. Hollender is currently President & CEO of TradeRiver USA, a non-bank technology and funding solution for its Clients supply chain finance needs in both domestic and international trade. TradeRiver’s digital purchasing system provides Clients (the Buyer) with access to a pre-approved revolving trade facility for purchasing products and services from multiple suppliers, anywhere in the world and at any point in the supply chain.  Ms. Hollender is an accomplished business executive with over 35 years of financial services experience, from international banking to investment banking, project and trade structure finance, as well as various domestic specialty finance products and services. Ms. Hollender has held various positions in international banking, with geographical responsibilities from South America to Europe.  She was a cofounder of Saenz Hofmann Financial, a boutique merchant bank specializing in sovereign and corporate debt advisory services, as well as trade finance and Governmental export/import programs.  Layla received her BA in political science and theatre/speech from Bates College and later went on to receive her MA in International Business and Economics from the Patterson School of Diplomacy and International Commerce. Ms. Hollender is fluent in five languages including French, German, Spanish, and Italian. 
  • Caroline Liebl - Solutions Sales Executive, Kyriba


  • John La Lota - President, Sterling National Bank - Factoring & Trade Finance Division
    John is currently President of the Factoring and Trade Finance Division at Sterling National Bank. His responsibilities include the management of day-to-day operations in a highly regulated banking environment. He has overseen the acquisition of two factoring businesses over the past several years and helped Sterling become one of the largest factoring companies in the country. Prior to joining Sterling in 2000, John held senior level positions at Heller Financial and Congress Talcott. He is an active member in a number of trade and business associations including the Commercial Finance Association, the International Factoring Association and The Turnaround Management Association. John has volunteered with several charitable organizations, including The Needler’s Foundation and the Chabad Vocational Schools, where he is a former honoree. With over 34 years of experience in the factoring and asset based lending industry , he is also a trusted resource and has contributed to several publications including the Commercial Factor, The Secured Lender, ABF Journal, Woman’s Wear Daily, California Apparel News, Home Furnishing News and Bloomberg News. John resides in Long Island, New York with Karen, his wife of 27 years.

Legal counsel will be provided by:

  • 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.


  • A special rate of $309 at the Hilton Conrad Miami has been negotiated.
  • You can reserve your room by calling (305) 503-6500. You should identify yourself with the IFA Supply Chain Finance Training event.
  • Or you can reserve a room online by clicking here
  • Room rate expires 2/1/18. Room block subject to availability.

Airline Discount:

  • United has been designated as an official airline for the conference and is offering a group rate on all flights. To take advantage of the discount call United Airlines at 800-426-1122 or go online to www.united.com Z Code: ZE32 Agreement Code: 111538


          The fee for this meeting is $995 ($1095 for Non-Members)

Register Here >>

Webinar: Successfully Navigating a Factoring Future in Uncertain Times
with Ernie Martin, Founder and Managing Director - Receivable Savvy


Supplier and customer organizations have strong and growing interest in early payment solutions. Suppliers want payment on outstanding invoices as quickly as possible to increase cash flow and improve working capital whereas customers have an interest in generating additional revenue by saving a percentage of the outstanding invoice amount. While there appears to be enough interest on both sides to cement an ever-growing facilitation of early payment, it's the various options suppliers have at their disposal that will ultimately drive early payment in the future. Ernie Martin will share research and experience driven insight regarding the early payment industry and the options supplier organizations have at their disposal.

The Venue: Webinar

The Schedule:

  • Thursday, March 8, 2018 - 1pm - 2pm PST (Pacific Time Zone)

Learning Objectives:

  • How different invoice submission methods can help determine supplier appetite for early payment solutions.
  • What industries are more inclined to accept early payment.
  • The internal decision-making processes supplier organizations implement prior to taking early payment.
  • The perception supplier organizations have regarding factoring and other early payment options available to them.
  • What factoring companies can do to combat the perception that "technology" is the answer for all future early payment solutions and how they can better tell their unique story.


  • Ernie Martin is Founder and Managing Director of Receivable Savvy, a fast-growing organization that provides research and best practice to help master Order-to-Cash. He brings over 25 years of experience in financial supply chain management, marketing and communications and draws upon his extensive experience to share knowledge and best practices with Accounts Receivable and Order-to-Cash professionals. Martin also chairs the Federal Reserve’s Business Payments Coalition Vendor Forum and is an in-demand speaker on topics ranging from supplier engagement, invoicing, payment/early payment, supply chain finance, marketing and communications, and customer engagement. His resume includes tenures at several well-known brands and companies such as Tungsten Network, Delta Airlines, CIGNA Healthcare and Georgia Pacific as well as a number of years working with organizations such as Kimberly-Clark and the Centers for Disease Control (CDC) as an independent consultant.


          The fee for this webinar is $40 ($50 for Non-Members)

Register Here >>

The Law and Business of Factoring Training Class
with Bob Zadek, Esq. from 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: Planet Hollywood Resort- Las Vegas, NV

The Schedule:

  • Monday & Tuesday, June 18 - 19, 2018

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, Acknowledgement 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


  • Bob Zadek, Esq. - Buchalter
    Bob is one of the premier attorneys and an expert in the field of factoring. An attorney with the San Francisco 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.


  • A special rate at the Planet Hollywood of $119 has been negotiated for this event. There is also a $32/night resort fee. This includes use of the fitness center and internet access in your room.
  • You can make reservations by calling Planet Hollywood at 866-317-1829 and ask for the SMINT8 rate.
  • Or you can reserve a room online by clicking here
  • Room block expires on May 18, 2018.

Airline Discount:

  • United has been designated as an official airline for the conference and is offering a group rate on all flights. To take advantage of the discount call United Airlines at 800-426-1122 or go online to www.united.com Z Code: ZE32 Agreement Code: 111538


          The fee for this meeting is $1495 ($1595 for Non-Members)

Special Discounts:

  • Past attendees from this course will receive 50% off.
  • Bring 3 attendees for the price of 2.
  • Register for this course and the AE-LO Training Course and receive a $100 total discount.
  • Please call 805-773-0011 to receive these discounts.‚Äč

Register Here >>

To register for any of these events,
Register Here >>

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

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 offers CLE credits for upcoming programs. For approved programs and states, 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.