Events

Date	Meeting	Venue	Location
October 4	IFA Member Benefit Webinar: Health Insurance	Webinar	11am - 12pm PDT
October 17 - 18	Hybrid In-Depth Transportation Factoring Course: Everything You Were Afraid to Ask and More	Bellagio Hotel	Las Vegas, NV or Online
October 19 - 20	Sales Leadership Summit	Bellagio Hotel	Las Vegas, NV
January 31 - February 2, 2024	2024 Annual Presidents & Senior Executives Meeting	Westin at Frenchman's Reef	St. Thomas, USVI
March 10 - 12	Small Factors Meeting	Omni Dallas Hotel	Dallas, TX
May 1	Factoring Essentials Hybrid Training Class	Fontainebleau	Miami Beach, FL or Online
May 1 - 3	2024 Annual Factoring Conference	Fontainebleau	Miami Beach, FL

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Hybrid In-Depth Transportation Factoring Training Course: Everything You Were Afraid to Ask and More

The In-Depth Transportation Factoring Training Course is a comprehensive program offering detailed and targeted training for mid to high level transportation factoring professionals. It is aimed at those who are already experienced in the field and looking to deepen their knowledge and skills. It will be a structured and interactive learning experience, with opportunities for discussion and collaboration with other professionals in the field.

This course will build on the IFA’s entry level Successful Transportation Factoring Training Class and will provide more in-depth discussions and advanced topics taking the education to the next level. Throughout the course, we will use case studies to illustrate key concepts and provide practical examples of how to apply these concepts in real-world situations. You will hear real life examples of issues and problems in the industry and discuss how to overcome them. We will explore some trends and developments in the transportation industry, as well as deal with age old problems.  This course will also discuss effective and unique practices for managing and optimizing transportation portfolios. We will also delve into the legal issues that impact the industry, including carrier insurance requirements, IRS and tax issues, and bankruptcy considerations.

If you purchase transportation invoices, don't miss these two days of instruction aimed at expanding your Transportation Factoring knowledge by gaining the tools and insights in order to succeed. By the end of this course, you will have a deeper understanding of the transportation factoring industry operational issues. You will also expand the skills and knowledge needed to effectively manage transportation factoring relationships, mitigate risk, and optimize revenue. With the hybrid class format, you have the option of attending in-person or online via Zoom. A selection of operational forms will also be provided with the class.
 

The Venue: Bellagio - Las Vegas, NV or Online

The Schedule:

• Tuesday & Wednesday, October 17-18, 2023
• 8:00am - 3:00pm each day (Pacific Time Zone)

This class is designed for those looking to advance their careers in Transportation Factoring. It is also designed for mid to high level:

• Account Executives
• Credit Analysts
• Auditors/Processors
• Sales/Marketing Specialists
• Collections Personnel
• Portfolio Managers
• Department Leads
• Factoring Professionals with 1-3 years’ minimum experience wanting to learn more about Transportation Factoring

Some of the Topics Covered:

• Industry Update & Overview
• In-Depth Operational Procedures such as Red flags, Aging, Concentrations, Dilution, Risk Management and Decision Making
• Advanced Auditing and Processing of Transportation Paper
• Problem Loads and Mitigation
• Transportation Fraud Schemes and Protective Measures
• Factoring Transportation Brokers and Other Intermediaries
• In Depth Legal Issues focusing on claims, double brokering and shadow tendering
• Effective Collection Techniques
• Case Studies
• Broker Bond Cancellations and Claims
• Cross collateralization
• Voluntary vs. Involuntary Revocation of Carrier Authority
• Intrastate Haulers – Legal and compliance issues
• Carrier Insurance Requirements
• IRS, Tax and Bankruptcy issues
• Effective Billing

Instructors:

• 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.
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• Neisha Bjorklund - Sr. Risk Operations Manager, FirstLine Funding Group
• Neisha has been with FirstLine Funding Group since 2013. She is currently the Senior Risk Operations Manager where she manages collections, verifications and billing. Prior to Firstline Funding Group, Neisha worked for Assist Financial Services for six years. She has assisted with IFA training classes and webinars including the Successful Transportation Factoring Training Class.
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• Megan Schneider - Sr. Client Relationship Manager, FirstLine Funding Group
• Megan has worked in the banking industry since 2005. She has been with FirstLine Funding Group for 10 years. Her current role is Senior Client Relationship Manager and oversees 40 staff members between three different locations.  Megan enjoys the everyday ups and downs of factoring and being able to provide excellent service to her customers. She enjoys spending time with her husband and 4 kids outside of work. You’ll typically find her at a basketball court or baseball field somewhere in the Midwest.
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• Andrea Knoblauch-Wright - Director of Portfolio Management, Phoenix Capital Group
• Andrea has been a finance leader her entire career, focusing on transportation and payments for the last 11 years.  Her roles have included acquisitions and due diligence, operations, risk management, credit and portfolio management, internal audit and controls, and growth management.  Prior to working for Phoenix Capital Group, she was Senior Vice President at D&S Factors and Pavestone Capital.  She also served as interim President of Sekady Capital.  Andrea earned a Masters of Business Administration at Northwest Nazarene University and holds a Bachelors of Arts in Accounting from California State University at San Bernardino.  She is currently an advisory member of the IFA’s Certified Account Executive in Factoring (CAEF) Program and has served as a board member of the American Factoring Association.  

Guest Speakers:

• David Peek & Steve Peek - Headwall Logistics
• Founded by brothers David and Steve Peek, Headwall Logistics was created with one simple goal: Operate as an extension of their clients, enabling them to focus on what they do best - their product and their customers. They achieve this by delivering convenient, reliable, and transparent service day in and day out. Since inception, Headwall has delivered on this promise to its clients, enabling it to grow the depth and breadth of its services by ensuring the right teams and operators are matched with the right client. David and Steve will be talking about the life in a brokerage firm, working with Factors and where the industry is headed.

Accommodations:

• A special rate at the Bellagio of $268 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 September 15, 2023.

Fee:

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

Register Here >>
 

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Sales Leadership Summit

The Sales Leadership Summit is the industry's most exclusive in-person summit for thought leaders shaping the future of origination in the factoring industry. This is a 2-day roundtable event with a primary focus of networking and sharing among industry thought leaders who directly or indirectly manage the origination efforts of the business, with a focus on sharing best practices among peers.  All roundtables are moderated by industry professionals and there will be guest speakers who will do deeper dives into specific topics such as the recruiting market and motivational techniques for business development officers.
 
Whether you are looking to better educate, adapt to changing market trends, gut check the health of your origination strategy, train and/or mentor an existing sales team or are developing an origination program, the IFA's Sales Leadership Summit provides solutions to build and maintain a sustainable and successful sales practice and strategy.  You will leave the summit with game changing key takeaways that you can put into action immediately.
 

The Venue: Bellagio - Las Vegas, NV

The Schedule:

• Thursday & Friday, October 19-20, 2023

Key Themes:

You Will Enjoy:

• Peer Networking
• Visionary Key Speaker
• Relevant Guest Speaker(s)
• Immersive Solution Finding
• A Great Location with Great Leaders
• Come Expand Your Horizons and Your Network!

The IFA's Sales and Leadership Summit is ideal for Owners, Principals, Presidents, CEOs, National Sales Managers, and other company leadership with sales management responsibilities. 

Moderators:

• Vince Mancuso - Managing Director of Strategy, Garrington Group of Companies
• Vince Mancuso is the Managing Director of Strategy for the Garrington Group of Companies and his main responsibilities include product and program development and management, centered in factoring and other areas of working capital finance. Vince has over 25 years of experience in factoring and asset based lending. Prior to joining Garrington, Vince has held a CEO/President’s role of a leading North American asset-based lender and factor, and a Chief Operating Officer role of a leading North American factor. Vince is proud to have served and preserved the International Factoring Association since 1996.
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• Jason Lippman - Founder & CEO, nFusion Capital
• Jason Lippman is the founder and Chief Executive Officer of nFusion Capital, responsible for the firm’s overall strategic vision and service to our client base. Passionate about entrepreneurship and creating financing solutions that help business owners realize their fullest potential. Prior to founding nFusion Capital, Lippman was Executive Vice President at Far West Capital and led the growth of the firm from a small regional practice to a national leader in the factoring and asset-based lending market. Lippman was responsible for directing all of the firm’s national portfolio development efforts and overseeing underwriting of all new accounts. Prior to joining Far West Capital, Lippman founded HomeTex Enterprises, LLC, a real estate investment, brokerage and property management company, in 2005 and continues to manage a diversified portfolio of residential real estate investments in Texas. Lippman also co-founded and was CEO of Mirabella Estates, an exclusive alternative to second home ownership for high-net-worth individuals. Mirabella Estates was developed, launched and then sold after only 11 months to category leader Exclusive Resorts. Lippman also served as the Chief Financial Officer for Internet start-up Mall.com and was principally responsible for raising more than $7.5mm in equity capital. Prior to his entrepreneur experiences, Lippman began his career as a Senior Manager at Arthur Andersen in their business consulting division, focusing on strategic cost saving initiatives for Fortune 500 companies.
  

Guest Speakers:

• Adam Boyd - Principal, Northwood Group
• Adam Boyd has been training and consulting with founders, owners, and individuals on sales and sales leadership since 2008. Several clients have had successful exits, though he’s not claiming a direct correlation. He worked with Far West Capital for 7 years, and has consulted others in the commercial finance space. He's been a moderator at two other IFA events in the past. He’s had 2 stints as a middle market exec leading sales, one time with a lot of success and luck, and another time with not very much of either. Most of his work now is with professional service providers, such as attorneys, high end consultants, those in real estate, commercial finance, benefits, or wealth management. He loves helping those in highly competitive (read: "commoditized") markets win more of the right clients through process, approach, and skills. He survived the Acton School of Business, and read a lot of books at Rhodes College.
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• Chris Rains - President, Commercial Finance Consultants
• Christopher Rains is the President of Commercial Finance Consultants (CFC), a recruiting agency that has spent the last twenty years exclusively serving companies in the Factoring and Asset Based Lending niche of the working capital world. With nearly a decade devoted to the industry, Chris strives for excellence in matching skilled professionals with career-advancing opportunities while providing talent to top-tier organizations. As a military veteran, entrepreneur, and small business owner, Chris has built an extensive network of contacts throughout the industry and is committed to leading CFC with honesty, integrity, and discretion. He is a Board Member of the American Factoring Association and has been an active member of the International Factoring Association and the Secured Finance Network, attending many of their conferences as both a sponsor and an exhibitor.

Accommodations:

• A special rate at the Bellagio of $268 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 September 15, 2023.

Fee:

          The fee for this meeting is $1,195 for IFA Members ($1,295 for Non-Members)

Register Here >>

 

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2024 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: Westin at Frenchman's Reef - St. Thomas, USVI

The Schedule:

• January 31, 2024 - February 2, 2024

Some of the Topics Covered:

• State of the Industry
• Marketing
• Negotiations
• How to Generate Business in 2024
• Regulations
• Planning for the Future
• Funding Options
• New Products
• Legal Issues
• Staffing
• Cybercrime
• Supply Chain Issues & Stressors
• Technology
• Additional Topics TBA 

Moderators:

• Cole Harmonson - CEO & Co-Founder, Dare Capital
• Cole Harmonson has been in the AR Factoring and Asset Based Lending space his entire career, starting in commercial banking in El Paso, Texas in 1994.  In 1996, Cole started State Bank’s working capital finance business, which was sold in 2006.  In 2007, Cole co-founded Far West Capital, an independent AR Factoring and ABL company that was sold to Central Bank in Houston in 2018. Cole currently serves as president of commercial factoring nonprofit organization, the American Factoring Association, and has been a board member since 2009.
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• Ryan Jaskiewicz - CEO - 12five Capital
• Ryan is CEO of 12five Capital. He started 12five Capital in early 2006 at the age of 23. Ryan attended University of Illinois at Chicago where he received a Bachelor of Arts in Political Science with an emphasis on international politics and economic policy. Ryan is married, with three children and lives in La Grange, IL. When he’s not trying to help entrepreneurs get access to the capital they need to thrive, you can probably find him running the Salt Creek trail, as running is his other passion. Mindfulness and meditation play vital roles in Ryan’s life and a huge part of his success.

Guest Speakers:

• TBA

Accommodations:

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

Fee:

The fee for this meeting is $1,395 (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.

This meeting is sold out. Please call 805-773-0011 or email info@factoring.org to be placed on the wait list.
 

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Small Factors Meeting

As new challenges arise, it is important that Factors collaborate together to overcome obstacles and remain successful in today's changing environment. The Small Factors Meeting provides a dynamic and thought-provoking platform for companies operating with lower capital deployment per invoice, spanning across a diverse range of industries. Attendees will connect and share experiences with others that provide this type of financing, fostering collaboration among industry peers.

This event will bring together an array of industry experts, business leaders and those newer to the industry to explore the dynamic landscape of small ticket factoring and shed light on the invaluable role Factors play in this domain. The emphasis of this meeting will be on round table discussions and networking. Discussions will delve into the specific advantages and strategies employed by Small Factors to address the financing needs of businesses of all sizes.

Emerging market trends will be identified in order to tap into the potential where Small Factors can thrive, such as serving underserved markets, startups and niche industries. Discussion of successful marketing techniques and portfolio management strategies to attract new clients, retain existing ones, and drive sustainable growth will take place. We will also explore how Small Factors leverage technological advancements to streamline processes, enhance efficiency and improve the overall client experience, while remaining nimble and responsive. This meeting will explore the path ahead for Small Factors and assist you with adapting and prospering in an ever-changing industry.

The Venue: Omni Dallas Hotel  - Dallas, TX

The Schedule: March 10-12, 2024

• Sunday, March 10: Welcome Reception 5 - 6:30pm
• Monday, March 11: Meeting 8am - 4:30pm, Dinner 5:30 - 7pm
• Tuesday, March 12: Meeting 8am - 12pm

Key Topics to be Explored During This Meeting:

Moderators:

• Constance Fraley - Chief of Staff, Petra Financial Technologies
• Constance Fraley serves as the Chief of Staff of Petra Financial Technologies. In her role, Constance manages sales, credit, risk, underwriting, portfolio management, and daily operations. She is responsible for improving performance, increasing productivity, and growing profitability. After five years in the United States Air Force, Constance moved into the construction industry. She spent two decades in construction and maintenance, doing everything from scheduling and budgeting to managing operations. Utilizing her in-depth industry knowledge, Constance now oversees a thriving capital funding division that caters not only to construction companies but business of all types. Constance spends her free time supporting the National Women in Construction OKC Chapter Board, the Junior League of Norman OK Board, the Project 3810 Advisory Council, Tornado Alley Bulldog Rescue, and the Enterprise Excellence Group. She also teaches classes at the University of Oklahoma and Francis Tuttle Technology Center.
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• Daniel Lozier - Director of Sales & Marketing, Primary Funding
• Daniel joined Primary Funding in 2013 and has held every role within the company until recently being named Director of Sales & Marketing in 2021. He’s actively involved in the San Diego community and oversees the sales and marketing teams. Daniel is a San Diego native and enjoys surfing, fishing, outdoor activities, and spending time with his family.

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 also specializes in working with Small Factors. He regularly assists with issues ranging from contract documentation, due diligence with prospects, best practices, field examinations, collections and personnel training. 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

Sponsors:

• FactorFox Software
  
  If you are interested in sponsoring, please contact the IFA at info@factoring.org

Accommodations:

• A special rate at the Omni of $259 has been negotiated for this event.
• You can reserve a room online by clicking here
• Room block expires on February 20, 2024.

Fee:

          The fee for this meeting is $945 for IFA Members (IFA Members Only. If you are a vendor and provide a service for Small Factors, please contact the IFA for sponsorship opportunities.)

Register Here >>