Events

Date	Event	Venue	Time/Location
Nov 12	Detrimental Reliance Litigation in Transportation Factoring	Webinar	11am - 12pm PT
Nov 18 - 19	Account Executive/Loan Officer Hybrid Training Class	Dallas Studio or Online Live	9am - 3pm CT Wed 9am - 12pm CT Thurs
Dec 3	AFA Webinar: Post Election Update & What it Means for the Factoring Industry	Webinar	10am - 11am PT
Dec 8 - 9	Virtual Fraud Workshop	Online Live	8am - 12pm PT Tues 8am - 11am PT Wed
Jan 14	Women in Factoring Networking Webinar	Webinar	11am - 12pm PT
Jan 27	Transportation Factoring Debtor Credit Virtual Roundtable	Online Live	9am - 11am PT
Feb 1 - 3	2027 Annual Presidents & Senior Executives Meeting	Fairmont Chateau Lake Louise	Banff, Alberta, Canada
May 5 - 7	33rd Annual Factoring Conference	The Grand America Hotel	Salt Lake City, UT
Sept 15 - 17	2027 Annual Transportation Factoring Meeting	Marriott City Center	Charlotte, NC
Oct 18 - 20	2027 Annual Roundtable Summit	The Sheraton	New Orleans, LA

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Webinar - Detrimental Reliance Litigation in Transportation Factoring

What happens when a Factor advances funds based on a Broker’s verification of an account receivable, only to have the Broker later dispute the invoice, claim an offset, or refuse payment?

This webinar will examine detrimental reliance litigation in the transportation factoring industry and the legal theories Factors may use when seeking recovery after relying on Broker representations. Attendees will explore real-world factoring scenarios and key legal concepts, including promissory estoppel, equitable estoppel, negligent misrepresentation, and fraudulent misrepresentation.

The webinar will also address some of the most challenging issues in these cases, including proving reasonable reliance and causation, documenting Broker verifications, overcoming common defenses, and evaluating the strength of their detrimental reliance claim. Attendees will leave with practical strategies for strengthening verification procedures, preserving evidence, and better protecting their organizations when disputes arise.

The Venue: Online Via Zoom

The Schedule:

• Thursday November 12, 2026: 11am - 12pm PT (Pacific)

Speaker:

• David Jencks, Esq. - Jencks Law, P.C.

• David Jencks is an attorney with more than 25 years of experience in transportation and transportation finance. He represents factors and transportation companies in both transactional matters and litigation. David is a member of the Transportation Lawyers Association and serves as co–general counsel to the International Factoring Association. For nearly two decades, he has been a featured keynote speaker at the IFA’s Annual Conference and its Transportation Factoring Meeting. He has also led numerous trainings and webinars on all facets of transportation factoring, including account management, credit, technology issues, fraud prevention, risk management, problem-load resolution, billing practices, and legal compliance. [More]

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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Account Executive/Loan Officer Hybrid Training Class

The Account Executive/Loan Officer Training Course is a comprehensive, live online two-day program designed to provide factoring professionals with the knowledge and practical skills needed to confidently manage client relationships, evaluate transactions, and navigate the day-to-day responsibilities of an account executive. Whether you are new to the industry or looking to strengthen your existing expertise, this interactive course delivers a well-rounded understanding of the operational, credit, legal, and service-related aspects of factoring.

Throughout the program, experienced industry professionals will guide participants through real-world scenarios, best practices, and common challenges encountered in today's factoring environment. The curriculum is designed to enhance your understanding of the complete factoring process while providing valuable insights into risk management, portfolio oversight, documentation requirements, compliance considerations, and effective client relationship strategies. Participants will gain practical knowledge that can be immediately applied within their organizations to improve operational efficiency, strengthen credit decision-making, and deliver exceptional customer service.

By the end of the course, participants will have a stronger understanding of the critical responsibilities involved in managing factoring relationships and transactions, along with practical tools and strategies to help reduce risk, improve operational effectiveness, and better serve clients. The combination of expert instruction, live interaction, and real-world application makes this course an invaluable professional development opportunity for account executives, loan officers, and other factoring professionals.

This class will take place live in the Real News Studio in Dallas, Texas. Attendees can attend in person in the studio classroom audience or online via Zoom. In person space is limited. The online Zoom experience will be a professional live stream with speaker interaction.

The Venue: Broadcast Live from Real News Studio in Dallas, TX - Attend in person or online via Zoom

The Schedule:

• Wednesday & Thursday, November 18-19, 2026
• 9:00am - 3:00pm Wednesday (Central Time Zone)
• 9:00am - 12:00pm Thursday (Central Time Zone)

Learning Objectives:

• Deal Evaluation Process
• Contracts, P.O.'s and Vendor Agreements
• Invoice Verification Procedures
• Checking the Paper Trail
• Reviewing and Approving Debtor Credit Limits
• Incoming Transactions & Compliance
• Dealing with Credit Memos
• Reserve Management
• Management of the Accounts Receivable Aging
• Monitoring Tax Payments
• Collection Procedures
• Specific Industry Concerns and Pitfalls
• Client Service Techniques
• Working with Government Contracts
• Management Policies and Strategies
• Documentation and Compliance Procedures
• Assignment Procedures and Issues

Instructors:

• Robert Center, CAEF - Sr. Relationship Manager, Quasar Capital

• Robert joined the Quasar team as an account manager with the goal of becoming a trusted advisor to individual clients and small businesses. He excels in recommending high-impact solutions that help small businesses achieve profitability and individual clients reach their goals. After spending nearly a decade working in corporate relocation servicing clients worldwide, Robert knows what it truly means to deliver exceptional client experiences—and it’s all about building meaningful relationships. It’s how well you connect with the heart-beating people you’re trying to help and communicate your understanding back to them. Robert’s upbeat and compassionate demeanor has enabled him to be successful in working with individual clients in stressful periods of life. He is a strong team-builder and motivator who leads by example and improves productivity among the team by simplifying processes and tapping into his expertise in the modern tools that we all use daily. [More]

• Vince Mancuso, CAEF - CEO, Liquid Capital

• Vince brings more than 25 years of C-level and executive leadership in commercial finance and banking to his role at Liquid Capital. He returns to Garrington, where he spent seven years. He served in various leadership roles with responsibility for product and program development across factoring, asset-based lending and equipment finance. Most recently, Vince was an Executive Vice President leading national origination for a bank-owned commercial finance platform, where he led a team of business development officers. Earlier in his career he held a series of C-suite and senior executive positions at national commercial finance companies and banks, including chief operating officer of a leading North American factor. [More]

Legal counsel will be provided by:

In Person Hotel Information:

• Hilton Dallas Lincoln Centre by the Galleria
• 5410 LBJ Freeway, Dallas, TX 75240
  Hotel Website

Fee:

• The fee for this meeting is $995 for IFA Members & Ally Members ($1,195 for Non-Members)
  
  The meeting will run from 9am - 3pm (Central Time Zone) on Wednesday and 9am - 12pm (Central Time Zone) on Thursday. A 15 minute morning break, 15 minute afternoon break and a 1 hour break for lunch will be included on Wednesday and a 15 minute morning break will be included on Thursday. 

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AFA Webinar - Post Election Update & What it Means for the Factoring Industry

Join the American Factoring Association for a timely post-election webinar examining the results of the 2026 midterm elections and what the changing political landscape could mean for the factoring industry.

This webinar will provide an update on the new makeup of Congress, key legislative and regulatory issues to watch, and how the election results may impact the AFA’s advocacy priorities in Washington, D.C. Attendees will gain insight into what Factors should be watching as a new Congress takes shape and the issues that could affect access to capital and the broader factoring community.

We’ll also introduce the AFA’s newly elected President, Hailey Benton-Thomas of Bison Payments. Hailey previously served as AFA Vice President and Chair of the Government Affairs Committee and has been actively involved in the Association’s advocacy efforts. Join us to hear from Hailey and find out what’s ahead for the AFA and the factoring industry.

The Venue: Online Via Zoom

The Schedule:

• Thursday, December 3, 2026: 10am - 11am PT (Pacific)

Speakers:

• Hailey Benton-Thomas - AFA President, Bison Payments

• Hailey Benton-Thomas earned her Juris Doctor from Pepperdine University and began her legal career as a business and employment law litigator with the Los Angeles-based firm Floyd, Skeren & Kelly, LLP. In 2014, Benton-Thomas was recruited by TBS Factoring Service, LLC. There, she discovered her passion for empowering small businesses through access to working capital—especially those underserved by traditional banks. Over the years, she held multiple leadership roles within TBS, gaining comprehensive expertise in the factoring process and solidifying her reputation as a versatile and insightful leader. In 2023, Benton-Thomas started Bison Payments, LLC in partnership with the technology company Bison Technologies, together they have created unique and forward-thinking working capital solutions and tools for the oil and gas sector. [More]

• Elizabeth Craddock, Esq. - AFA Lobbyist, Holland & Knight

• Elizabeth "Liz" Leoty Craddock is a government relations attorney in Holland & Knight's Washington, D.C., office and a co-leader of the firm's Agriculture & Food Policy Team. Ms. Craddock draws on two decades of legislative and private sector experience to help corporations, industry organizations, trade groups and nonprofit entities work with elected and appointed officials to develop, negotiate and pass legislation critical to the success of the U.S. economy. [More]

• Rob Carothers, Esq. - AFA Lobbyist, Jones Walker

• Rob advises banks and other financial institutions on a wide range of regulatory matters. This includes assisting clients with compliance with federal and state banking laws and regulations (e.g., Truth in Lending Act (TILA)/Reg Z, Real Estate Settlement Procedures Act (RESPA), TRID, Bank Secrecy Act (BSA), Fair Debt Collections Practices Act, Community Reinvestment Act (CRA), mortgage origination/servicing rules, privacy rules, as well as many others). He also has experience assisting bank clients with data breach issues. He works with clients to prepare for regulatory examinations and counsels them on issues that arise during the examinations process, including negotiating proposed enforcement actions. [More]

• Tania Daniel - AFA/IFA Executive Director

• Tania Daniel is the Executive Director of the International Factoring Association. She has extensive experience in factoring and asset-based lending with roles in executive leadership, risk and portfolio management, credit, underwriting, sales, and operations. As Managing Director of ENGS Commercial Capital, she grew the company from a start-up to a recognized market leader that is part of Mitsubishi HC Capital group. Tania has also been an AFA board member since November of 2019 and serves as the Executive Director. [More]

About the AFA:

Fee:

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

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Virtual Fraud Workshop for Factors - 2 Day Online Event

Join us for a two-day virtual workshop designed specifically for professionals in the factoring industry, where we'll tackle one of the most pressing challenges: fraud. As the factoring landscape evolves, so do the tactics employed by fraudsters. This comprehensive workshop will provide you with the insights necessary to recognize, prevent, and respond to fraudulent activities that can threaten your business.

​Don’t miss this opportunity to fortify your knowledge and protect your business! Register now to secure your spot and ensure that you’re equipped to navigate the complexities of fraud in the factoring world.

The Venue: Online Via Zoom

The Schedule:

• Tuesday, December 8, 2026: 8am - 12pm PST (Pacific)
  • 8:00am - 8:45am - Attorney Case Study #1
  • 8:45am - 9:45am - Attorney Case Study #2
  • 9:45am - 10:30am - Attorney Case Study #3
  • 10:30am - 12:00pm - Technology Panel Discussion
• Wednesday, December 9, 2026: 8am - 11am PST (Pacific)
  • 8:00am - 8:45am - Attorney Case Study #4
  • 8:45am - 9:30am - Attorney Case Study #5
  • 9:30am - 11:00am - Factoring Panel Discussion

Key Objectives:

• Understanding the Landscape: Gain a comprehensive overview of the current fraud trends in the factoring industry, including emerging scams and common red flags.
• Real-World Case Studies: Learn from detailed case studies that highlight recent fraud incidents and the lessons learned, helping you identify vulnerabilities in your own processes.
• Fraud Prevention Strategies & Tools: Discover effective strategies and tools to strengthen your fraud prevention protocols, including due diligence best practices and innovative technological solutions.
• Legal Expertise: Hear from legal experts surrounding fraud cases, exploring the latest trends, challenges, and best practices in the field.

Who Should Attend:
This workshop is ideal for factoring professionals, risk managers, compliance officers, and anyone involved in factoring who seeks to enhance their understanding of fraud prevention in the industry. This workshop will address all aspects of the factoring industry and is not limited to any specific niche.

Attorneys:

• David Jencks, Esq. - Attorney, Jencks Law, P.C.

• David Jencks is an attorney with more than 25 years of experience in transportation and transportation finance. He represents factors and transportation companies in both transactional matters and litigation. David is a member of the Transportation Lawyers Association and serves as co-general counsel to the International Factoring Association. For nearly two decades, he has been a featured keynote speaker at the IFA's Annual Conference and its Transportation Factoring Meeting. He has also led numerous trainings and webinars on all facets of transportation factoring, including account management, credit, technology issues, fraud prevention, risk management, problem-load resolution, billing practices, and legal compliance. [More]

• Jocelyne Macelloni, Esq. - Partner, Barakat & Bossa

• Jocelyne A. Macelloni is a board-certified business litigation attorney whose practice focuses on high-stakes commercial disputes, with particular depth in representing secured creditors, factoring companies, asset-based lenders, construction companies, and real estate investors. Jocelyne has extensive experience advising and litigating on behalf of factors and asset-based lenders across a wide range of industries, particularly construction, freight forwarding, import-export trade, and employment. She regularly handles creditor claims, enforcement of secured creditor rights in bankruptcy proceedings, and complex post-judgment collections, including the pursuit of fraudulent transfer claims and cross-border asset tracing. [More]

• Jason Medley, Esq. - Partner, Spencer Fane

• Jason Medley helps banks and other financial institutions structure transactions in a manner that enables them to be efficiently closed, allowing for key stakeholders to maximize benefits and avoid unnecessary delays or costs. His work fully encompasses all aspects of contract negotiations, workouts, intercreditor relations, and secured party collections. Jason represents banks, factoring companies (purchase and sale of accounts receivable), and real estate entities in a wide variety of transactional matters from due diligence to contract negotiations, workouts, intercreditor relations, and secured party collections. He has almost 25 years of extensive experience in asset-based loan (ABL) financing and uniquely serves as a preferred attorney for the International Factoring Association, which assists with providing information, training, purchasing power, and resources to the Factoring community. [More]

• Laurie Montplaisir, Esq. - Partner, Krieg DeVault LLP

• Laurie A. Montplaisir concentrates her practice in the areas of finance, secured lending, corporate transactions, participations and workouts, and business acquisition and sales, with an emphasis in the asset based lending and factoring industry. She has significant experience in due diligence, purchase agreements, financing documentation, forbearance and workout documents, and interparty documentation in alternative lending transactions. Laurie frequently serves as outside general counsel to her clients on a myriad of legal issues related to business formation and structuring, financing, contract negotiation and drafting, transactional matters, employment matters, general business needs, and litigation. She is the Founder of the International Factoring Association (IFA) Midwest Chapter established October 2018. [More]

• Jared Ullman, Esq. - Partner - Ullman & Ullman, P.A.

• Jared Ullman is a principal with the law firm Ullman & Ullman, P.A., located in Boca Raton, Florida. Ullman & Ullman has been co-counsel to the International Factoring Association for more than 20 years and has been advising and counseling factors and lenders for more than 45 years. Jared has represented factors, forfaiting companies, and various asset-based lenders, including purchase order, equipment, and inventory finance companies, in a host of areas, including, among others, transactions, due diligence issues, regulatory matters, workouts, Chapter 11 bankruptcy matters (including post-petition debtor-in-possession financing), and litigation in state and federal courts, as well as complex domestic and international commercial arbitration. [More]

Technology Panelists:

• Anthony Eden - Co-Founder & CEO, Iridium Credit, Inc.
• Anthony Eden is a financial technology innovator with extensive experience in credit underwriting, fraud prevention, and automation. He has worked with some of the world's largest banks to develop advanced credit underwriting solutions designed to reduce fraud and improve efficiency. His work has helped companies more than triple their market share. Anthony is now bringing this expertise to Iridium, a technology company focused on transforming invoice factoring through automation and artificial intelligence. Iridium streamlines key factoring operations, including invoice verification, cash posting, collections, and onboarding, allowing factoring companies to reduce manual processes, improve efficiency, and scale their operations. With a mission to make invoice factoring more accessible to businesses of all sizes, Anthony is helping bring innovative technology to the receivables finance industry. [More]

  
  Jessie Szemraj - Head of Product, XEN
  Jessie is the Product Lead at XEN, bringing extensive experience in product management across high-growth startups and global enterprises. She specializes in leading cross-functional teams, integrating emerging technologies, and driving strategic initiatives that improve efficiency and support business growth. At XEN, Jessie focuses on advancing the company's technology platform, enhancing product capabilities, and delivering innovative solutions for its partners. Her expertise in product strategy and technology integration plays a key role in XEN's continued growth and commitment to innovation. [More]

• Robert Vasquez - Founder & CEO, FactorEvo
• Robert is the Founder and CEO of FactorEvo Group Holdings, a portfolio of companies focused on advancing automation, artificial intelligence, and access to capital within the specialty finance industry. He is leading the development of innovative technologies that modernize underwriting, streamline operations, reduce fraud risk, and improve decision-making. Recognized internationally for his contributions to AI innovation in finance, Vasquez has received two international awards for advancing automation and machine learning in specialty finance. He holds a degree in accounting and remains the lead developer of FactorFox AI, a technology platform designed to bring greater intelligence and efficiency to financial operations. As an industry thought leader, he regularly writes and speaks about emerging technologies and the future of specialty finance, with a focus on helping companies make faster, smarter, and more secure financing decisions. [More]

  
  Tom Wangaard - Enrolled Agent and Tax Resolution Specialist​, TaxRock
  Tom Wangaard, EA, is an Enrolled Agent and Tax Resolution Specialist with TaxRock, where he specializes in IRS collections, compliance, transcript analysis, and taxpayer representation. He has represented hundreds of taxpayers before the Internal Revenue Service in matters involving collection alternatives, installment agreements, compliance issues, and appeals. Tom regularly analyzes IRS account transcripts to identify filing requirements, collection activity, payment application, examination status, and other account conditions that affect taxpayer rights and available resolution options. He also works with tax professionals to improve their understanding of IRS account data and develop consistent procedures for transcript review and case analysis. His focus is on helping practitioners use IRS account information to identify issues earlier, make better-informed decisions, and provide more effective representation while maintaining compliance with Circular 230. [More]

  Leighton Weston - Enterprise Sales Executive, CreditSafe
• Leighton is an accomplished Enterprise Sales Executive at Creditsafe, with more than a decade of experience specializing in credit intelligence, data solutions, and AI-driven technology platforms. Recognized as the #1 revenue-producing representative across the Creditsafe Group for three consecutive years, he achieved more than 500% quota attainment in 2023, 2024, and 2025 and has consistently ranked among the company's top five global performers for over a decade. With extensive expertise in enterprise sales, strategic partnerships, and data integration, Leighton has helped organizations leverage technology to improve credit decision-making, risk management, and operational efficiency. A recognized subject matter expert in credit, data, and anti-money laundering (AML), he is a frequent speaker at industry events, sharing insights on emerging technologies, credit intelligence, and the evolving role of data in financial services. [More]

  
  Sunny Zheng - Senior Risk Leader, AtoB
  Sunny is a senior risk leader specializing in credit risk, fraud prevention, and portfolio risk strategy within the fintech and financial services industries. He currently leads risk analytics and decision-making at AtoB, a Series C fintech company, where he works closely with product, engineering, finance, and operations teams to support responsible growth while managing financial risk. With extensive experience in credit underwriting, fraud detection, loss mitigation, and portfolio management, Sunny has developed and implemented scalable risk frameworks that balance business growth, profitability, and regulatory compliance. His expertise includes customer onboarding, collections, portfolio monitoring, and loss forecasting. Combining a strong analytical background with strategic leadership, Sunny focuses on leveraging data and technology to improve risk management, strengthen decision-making, and help financial services companies grow responsibly. [More]

Fee:

          $495 per person for IFA Members and Ally Members ($795 for Non-Members)
          Price is per attendee. A unique participant ID will be sent to all attendees.
 

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Women in Factoring Networking Webinar

Join us for an interactive networking webinar designed to bring women in the factoring industry together for meaningful conversations, shared experiences, and professional connections. Through small-group breakout rooms, participants will have the opportunity to discuss career challenges, exchange advice, explore leadership and professional growth, and share insights that have helped shape their careers.

This engaging webinar will provide a welcoming environment to learn from one another, build valuable relationships, and discuss how we can continue to support and empower women in factoring. Whether you're new to the industry or a seasoned professional, come ready to connect, contribute, and leave with fresh perspectives and stronger connections.

The Venue: Online Via Zoom

The Schedule:

• Thursday, January 14, 2027: 11am - 12pm PT (Pacific)

Moderators:

• Kim Haller - VP of Growth & Strategy, Capital Depot

• Kim Haller began her career in accounting before transitioning into transportation factoring more than a decade ago.   Since then, she has held roles across nearly every level of the industry, including Account Executive, Portfolio Supervisor, Director of Operations, and Director of Business Optimization. Today, she serves as Vice President of Growth & Strategy at Capital Depot, where she leads initiatives focused on business development, strategic partnerships, marketing, and long-term growth. Her experience includes merger and acquisition integration, streamlining operational processes, and helping leadership teams develop and execute strategic growth plans. As a founding committee member of Women in Factoring through the International Factoring Association, Kim will use her passion for developing people to strengthen the factoring industry. She believes the future of factoring depends on cultivating strong leaders, expanding professional networks, and creating meaningful opportunities for women to learn from one another. Through Women in Factoring, Kim is committed to fostering collaboration, strengthening the industry’s leadership pipeline, and empowering women at every stage of their careers. [More]

• Kait Martin - President, Dune Funding Group, LLC

• Kait Martin began her career in accounting and business operations, advancing from a staff accountant to Financial Controller for a $300 million portfolio before transitioning into factoring.  She joined Dune Funding with a strong foundation in financial leadership, operations management, and strategic execution. She now serves as President, overseeing the company’s sales, operations, underwriting, and growth efforts. Kait brings a thoughtful, solutions-oriented approach to leadership, combining financial discipline with a strong focus on people and process. She understands that successful factoring relationships depend on more than financial performance, and her grounded, approachable style helps her build trust, simplify difficult conversations, and support clients through periods of growth and change. As a founding member of the International Factoring Association’s Women in Factoring Committee, Kait is committed to building a community where women can connect through shared experiences, have meaningful conversations, and exchange knowledge across roles and experience levels. Through the IFA, she hopes to strengthen relationships between women who are new to factoring and seasoned industry professionals, creating a more approachable path to mentorship, involvement, and leadership within the factoring community. [More]

• Randi Villaverde - Financial Services Consultant

• Randi Villaverde is a specialty finance and factoring consultant with more than 15 years of experience helping companies strengthen operations, manage portfolio risk, and build scalable processes.  Her background spans freight, freight broker, staffing, agriculture, government contracting, apparel, and other specialized factoring portfolios, with expertise in portfolio management, operations leadership, credit risk, workouts, collections, and client success. Randi began her career at eCapital, where she spent eight years building a strong operational foundation before joining a series of high-growth startups. Throughout her career, she has helped organizations navigate growth, improve operational efficiency, solve complex portfolio challenges, and develop teams capable of supporting long-term success. Today, she partners with factoring companies as a consultant, helping them optimize operations, strengthen risk management practices, and prepare for continued growth. As her career evolved, Randi recognized that many of the women driving success within the factoring industry were doing so without a dedicated community to connect, learn, and grow together. That realization led her and three other industry leaders to join as a founding member in the International Factoring Association’s Women in Factoring Committee, to create greater opportunities for women throughout the factoring industry through networking, mentorship, and professional development. [More]

• Renee Williams - President & COO, Freight Revenue Consultants, LLC

• Renee Williams is a veteran freight factoring executive with over two decades of expertise developing and executing programs across the transportation and finance sectors. Her background spans account receivable management, transportation factoring, and employee leadership, with advanced capabilities in credit and risk management, portfolio management, and risk assessment, all grounded in a commitment to exceptional customer service. Like most women in the industry, she is self-taught. She has watched too many talented women follow the same path: building deep operational expertise with no formal track, no sponsor, and no seat saved for them at the leadership table. That experience is why she has joined as founding member of the International Factoring Association’s Women in Factoring Committee. Her goal is to build a community where women in the industry, past, present, and future, pool their knowledge in a place of mentorship, advocacy, and shared education that gives the next generation of women a real shot at ownership and executive roles, not just survival in the daily grind. Renee's mission is straightforward: more women at the top of this industry, getting there faster, and bringing others up with them. [More]

About Women in Factoring:

Fee:

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

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Transportation Factoring Debtor Credit Virtual Roundtable Discussion

The primary goal of the IFA Debtor Credit Virtual Roundtable Discussion is to gather and exchange credit information related to mutual and potential account debtors, creating a valuable forum for IFA members to share firsthand experiences and information that can assist with credit decisions. During this interactive event, attendees will review the credit history, payment trends, challenges, obstacles, and other issues associated with submitted debtors.

The roundtable is designed to be a collaborative discussion among participants. The group will work through the submitted list of debtors one by one, providing attendees with the opportunity to share their experiences, payment information, and other relevant credit insights related to each debtor.

Active participation is required. Each attendee must submit a list of five debtors they would like the group to discuss and is expected to contribute to the conversation throughout the roundtable. The value of the session comes from the collective knowledge and experience of all participants, so attendees should be prepared to share information and engage in the discussion as the group reviews each debtor.

The Venue: Online Via Zoom

The Schedule:

• Wednesday, January 27, 2027: 9am - 11am PT (Pacific)

Participants Must Submit the Following Information by January 15:

• • Each company in attendance must submit up to five debtors that they wish to discuss.
• • Multiple attendees from the same company may register for this meeting, but only five 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 event 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 January 15. 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 Alsobrooks is President of Phoenix Capital Group (PCG). PCG 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. Headquartered in Scottsdale, Arizona, with additional offices in Fruitland, Idaho, Baton Rouge, Louisiana and Chattanooga, Tennessee. Mr. Alsobrooks has over 30 years commercial finance experience and more than 25 years in the transportation industry. Mr. Alsobrooks 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. Mr. Alsobrooks received a Bachelor of Business Administration degree from Austin Peay State University. [More]

Debtor Credit Reports:

Credit reports on all submitted debtors will be provided by FactorGenie. FactorGenie provides AI for Freight Factors. It is an automation platform for Audit, Verification, Invoicing, NOA and Collections. For more information, contact Sam Elitzer at sam@factorgenie.com

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 five debtors per company may be submitted.
All debtors must be received by January 15.
If registration is received after January 15, then the participating company will not be able to submit their own list of debtors.

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2027 President's & Senior Executive's 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 Monday 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 Tuesday evening will also be included.

Join us February 1–3, 2027, at the iconic Fairmont Chateau Lake Louise in Alberta, Canada, in the heart of Banff National Park. Surrounded by snow-covered peaks and the frozen turquoise waters of Lake Louise, this exclusive meeting offers the perfect setting to step away from the day-to-day, connect with fellow industry leaders, and discuss the issues shaping the future of factoring. We encourage you to register early, as this meeting typically sells out.

The Venue: Fairmont Chateau Lake Louise, Banff, Alberta, Canada

The Schedule:

• February 1-3, 2027

Some of the Topics Covered:

• State of the Industry
• Marketing
• Negotiations
• How to Generate Business in 2027
• Regulations
• Planning for the Future
• Funding Options
• New Products
• Legal Issues
• Staffing
• Cybercrime
• Supply Chain Issues & Stressors
• Technology
• Additional Topics TBA 

Moderators:

• Vince Mancuso, CAEF - CEO, Liquid Capital

• Vince brings more than 25 years of C-level and executive leadership in commercial finance and banking to his role at Liquid Capital. He returns to Garrington, where he spent seven years. He served in various leadership roles with responsibility for product and program development across factoring, asset-based lending and equipment finance. Most recently, Vince was an Executive Vice President leading national origination for a bank-owned commercial finance platform, where he led a team of business development officers. Earlier in his career he held a series of C-suite and senior executive positions at national commercial finance companies and banks, including chief operating officer of a leading North American factor. [More]

• Sam Tork - Partner, Quasar Capital

• Sam Tork is a seasoned industry veteran with over 30 years of experience in executive and C-Level roles, focused on serving clients, employees, peers, and the finance industry. He has built a career based on the values of integrity, authenticity, and selfless service. Sam's desire to add value to people’s lives aligns perfectly with Quasar Capital's mission of improving the lives of those they serve. With a background in commercial banking and asset-based lending, Sam has spent over 30 years in the industry, with the last 15 years being responsible for new business development, managing client relationships, and serving in executive management roles. His expertise in corporate finance includes capital markets, asset-based lending, distressed debt/CCAA restructuring, mergers & acquisitions, and leverage buyouts. Sam is passionate about building trust and maintaining long-lasting relationships with his clients, and he excels at developing and leading strategic business plans to re-capitalize their businesses. In addition to his advisory role with Quasar Capital Partners, Sam continues to serve in various roles in the industry and his community. His wisdom, character, and insight make him an impeccable role model, and he is thrilled to partner with Quasar Capital Partners in their rapid growth journey. [More]

Guest Speaker:

• Julie Laperouse - Founder, Screaming Peacock - "The Hater's Guide to Geezers, Punks and Chatbots"
• Julie Laperouse has been screaming all her life, but made it a profession in 2008 founding her training and speaking business Screaming Peacock. Julie challenges and energizes clients through customized training courses, engaging keynote addresses, executive coaching, and people strategy. She speaks and trains on leadership, public speaking, working with humans, team building and more. She is considered an expert trainer and facilitator with an impressive track record of high-performing professional clients.

Sponsors:

• Thank you to our sponsors!
  • Commercial Finance Consultants & FactorHelp - Marquee Welcome Reception Sponsor
  • AtoB - Marquee Dinner Sponsor
  • Phoenix Capital Group - Marquee Guest Speaker Sponsor
  • FactorGenie - Marquee Breakfast Sponsor
  • XEN & Change Capital - Marquee Lunch Sponsor
  • Iridium Credit - Marquee Breaks Sponsor
  • Haversine Funding - Signature Sponsor
  • Thirdmark Capital - Signature Sponsor
  • Tank Payments - Signature Sponsor
  • Pulse Financial Consultants - Signature Sponsor
  • FactorCloud - Signature Sponsor

Accommodations:

• Negotiated room rates start at $559 CAD per night. (Upgraded Lakeview rooms start at $799 CAD per night)
• Room block booking link and information will be sent to attendees after registration.

Fee:

The fee for this meeting is $1,745 (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.