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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.

Events

Date Meeting Venue Location
January
28 - 29
2021 Presidents & Senior Executives
Hybrid Meeting

 
Four Seasons
Resort
Las Vegas, NV
or Online
February
24
 
Debtor Credit Insights & Innovations
From Trusted Industry Experts
Webinar 11am - 12pm
PST
March
3
 
The Overreach of New State Disclosure
Laws and their Effect on Factors
Webinar 11am - 12pm
PST
March
9
 
Joint Factoring Meeting with
the NYIC & IFA NE/SE/SC Chapters
Webinar 11am - 2pm
PST
May
12 - 15
2021 Hybrid Annual Factoring
Conference
JW Marriott Desert
Springs
 
Palm Desert, CA
or Online
June
14 - 15
The Law & Business of
Factoring Hybrid Training Class
Planet Hollywood
 
Las Vegas, NV
or Online
 
June
17 - 18
 
Account Executive/Loan Officer
Hybrid Training Class
Planet Hollywood
 
Las Vegas, NV
or Online
September
16 - 17
 
Hybrid Annual Transportation
Meeting
Marriott Omaha
Downtown
Omaha, NE
or Online

Event details will be posted below as they become available

 




2021 Presidents & Senior Executives Hybrid Meeting

For the first time ever, the annual Presidents & Senior Executives Meeting will be offered in a hybrid format! You have the option of attending in-person or online. 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. Educational roundtable discussions and networking opportunities will take place between both groups and also together as one. Don't miss the chance to connect with the top minds of the factoring industry!
 

The Venue: Four Seasons - Las Vegas, Nevada or attend online via Zoom

The Schedule:

  • Thursday & Friday, January 28 - 29, 2021
  • 8am - 2:30pm PST both days

Some of the Topics Discussed in Previous Years Include:

  • State of the Industry
  • Marketing
  • Negotiations
  • How to Generate Business in 2021
  • Regulations
  • Planning for the Future
  • Funding Options
  • New Products
  • Legal Issues
  • Fintech
    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.
  •  
  • Robyn Barrett - Managing Member, FSW Funding
  • 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); Commercial Finance Association, and the Association for Corporate Growth.

Legal Counsel Speakers: Topic - The Latest Factoring Industry Updates

  • 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:

  • Neal Umphress - Supervisory Special Agent, FBI
  • Topic: Reporting Fraud and Recovering Losses
  • Supervisory Special Agent Neal P. Umphress oversees all white collar crime cases for the Federal Bureau of Investigation in the state of Nevada.  These cases include ponzi schemes, high yield investment fraud, health care fraud, and money laundering.  SSA Umphress has been with the FBI for approximately 17 years and has worked in the Washington, D.C., Los Angeles, and Las Vegas Field Offices.  Prior to joining the FBI, SSA Umphress worked at RSM (formerly McGladrey & Pullen, LLP) as an auditor for five years.  During that time SSA Umphress earned his Certified Public Accountant license from the state of Nevada.
  •  
  • Joseph P. Amato - District Director, Nevada District Office, Small Business Administration (SBA)
  • Topic: Obtaining Subordinations and Working With the SBA
    Joseph Amato was appointed District Director for the SBA’s Nevada District Office in August of 2017. A former executive and business leader with over 30 years of experience in small business development and commercial lending, Amato oversees the delivery of Small Business Administration services in Nevada from the SBA’s Las Vegas District Office, and Reno area office. A New York area native, Joe Amato previously served as Executive Director of a Small Business Development Center, portfolio manager of a Community Development Corporation, and has worked in a variety of SBA lending and outreach programs. A successful entrepreneur, he started a small business which he later sold to a major financial institution. Amato has been recognized as SBA Financial Services Advocate of the Year for his outstanding work assisting small businesses. As the Small Business Administration’s Nevada District Director, Joe serves as champion for the state’s entrepreneurs, and is focused on increasing the utilization of SBA services across Nevada.
  •  
  • Mack Jackson, Jr. - Cybersecurity Awareness Speaker, TV Host and Author​
  • Topic: Protecting Your Company Against Cybercrime​
  • Mack Jackson Jr. is an expert on cyber security awareness and compliance.  He brings increased security awareness to his audiences and communicates the importance of security measures in protecting your business.  Mack will show you how to improve your company's security policies and procedures. Cyber crimes like Identity Theft are on the increase and these crimes have damaged countless families and businesses.   Mack has worked with leading privacy and technology associations to protect your personal identifiable information from cyber attacks and Identity Theft. Mack’s background is in cyber security, compliance, law, and business consulting.  His programs and consulting services will educate and inform you on how to protect yourself, your family, and your business from the fastest growing crimes of the 21st century.
  •  
  • Palmer Hamilton - Partner, Jones Walker
  • Topic: New and Proposed Legislation and Its Impact on Factors
  • Palmer Hamilton is a partner in the Government Relations Practice Group at Jones Walker. He represents clients before the US Congress and advises numerous elected and appointed officials across the country. Palmer has held senior posts within several administrations and has actively represented clients in Congress for four decades, with a particular focus on finance and government affairs. Palmer currently serves as head of the firm’s Washington, DC office. Palmer’s prior governmental experience includes service as an assistant to the Comptroller of the Currency and as chief of new bank chartering of the Office of the Comptroller of the Currency. Palmer has also served on various federal, state, and city boards. He has been active in the political realm in support of various candidacies, including serving as chairman of the Reelection Committee for US Senator Richard Shelby, former chairman of the Senate Committee on Banking, Housing, and Urban Affairs, and current chairman of the Senate Appropriations Committee.

Accommodations:

  • Group rates at the Four Seasons start at $175, depending on the view and room size.
  • A daily resort fee of $25 per room per night will also be charged.
  • Call the Four Seasons to reserve your room at 702-632-5000, option1, and reference the group code IFA
  • Or you can reserve your room online by clicking here
  •  
  • The IFA will be following all state, city, hotel and CDC health guidelines. The Four Seasons has launched an enhanced global health and safety program, Lead With Care. Click here for more information.

Sponsorships:

  • A limited number of sponsorship opportunities are available that would allow vendors to attend this meeting and promote their products and services to Senior Executives. Please contact Terri Baker at 805-773-0011, ext 303, if you are interested in sponsoring this event.

Fee:

The fee for this meeting is $1095 to attend in-person or $450 to attend online (IFA Members Only). Attendees must be a senior executive or owner and have a minimum of five years' experience in Factoring.

The meeting will run from 8am - 2:30pm (Pacific Time) both days with an hour break for lunch from 12pm - 1pm. In-person attendance will include breakfast and lunch on Thursday and Friday and also a group dinner on Thursday evening. With the exception of meals, because of the hybrid roundtable discussion group interaction, the in-person and virtual attendee will have a similar experience during this meeting.

Cancellation Policy:
Due to the ongoing uncertainty regarding COVID-19, the IFA will not charge a cancellation fee if you decide to not attend this event in-person based on concerns around your health or travel. If you register to attend in-person and you decide that you cannot attend in-person, your registration will be transferred to the online attendance registration and the difference paid will be refunded. There are no refunds for online attendance registration fees, therefore $450 will be non-refundable. In the event that this meeting is cancelled, a full refund will be given.

Register Here For In-Person Attendance >>
 

Register Here For Online Attendance >>
 

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

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

Cancellation Policy:
Due to the ongoing uncertainty regarding COVID-19, the IFA will not charge a cancellation fee if you decide to not attend an in-person event based on concerns around your health or travel. For information on policies with online events, please refer to specific program registration pages or contact the IFA with inquiries.
 

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.