Events

Date	Event	Venue	Time/Location
Sept 14 - 16	2026 Annual Transportation Factoring Meeting	Fontainebleau	Las Vegas, NV
Oct 12 - 14	2026 Annual Roundtable Summit	Hilton	Fort Worth, TX
Nov 18 - 19	Account Executive/Loan Officer Hybrid Training Class	Dallas Studio or Online Live	9am - 3pm CT Wed 9am - 12pm CT Thurs
Dec 8 - 9	Virtual Fraud Workshop	Online Live	8am - 12pm PT Tues 8am - 11am PT Wed
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

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Transportation Factoring Meeting

Transportation 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 Transportation Factors. The purpose of this meeting is to provide a forum with current industry topics for Transportation Factors. This is a unique opportunity to share ideas and learn from others. Along with roundtable group discussions, guest speakers will dive into topics ranging from upcoming changes in the transportation industry, critical transportation factoring issues, and future trends. There will also be an exhibit hall with vendors that provide services for Transportation Factors.

The Venue: Fontainebleau Las Vegas, Las Vegas, NV

The Schedule: September 14-16, 2026

• Monday Welcome Reception: 5:00pm - 6:30pm
• Tuesday Meeting: 7:30am - 4:00pm
• Tuesday Cocktail Social: 5:00pm - 6:30pm
• Wednesday Meeting: 7:30am - 12:00pm

Accommodations:

• A special rate at the Fontainebleau Las Vegas of $274/night has been negotiated for this event. (plus $45/night resort fee)
• Rooming information and booking link will be emailed to registered attendees.
• Limited availability. Room block expires on August 14, 2026.

Fee:

          The fee for this meeting is: $1,295 (IFA Members Only)
          Meeting attendees must have a minimum of 2 years Factoring experience.
 
We recommend registering early, as this meeting is limited in attendance and has sold out in the past. Attendance for Non-Factoring Companies and Ally Members is limited to exhibitors and sponsors.

The meeting will run from 7:30am - 4:00pm on Tuesday and 7:30am - 12pm on Wednesday. There is a Welcome Reception on Monday evening from 5:00pm - 6:30pm and a Cocktail Reception on Tuesday evening from 5:00pm - 6:30pm. The registration fee includes tuition, course materials, breakfasts, coffee breaks, Tuesday lunch, Welcome Reception, Tuesday Reception and entrance to exhibit hall.

This meeting is now sold out. Please email info@factoring.org to be placed on the wait list.

 

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2026 IFA Roundtable Summit

The IFA Roundtable Summit is the factoring industry’s newest and most exciting in-person gathering, designed to foster collaboration, innovation, and growth within key industry segments. This immersive summit offers insightful discussions, networking opportunities, and focused sessions tailored to meet the diverse needs of factoring professionals.

The event consists of three distinct, concurrent meetings: the Sales Executives Roundtable, the NEXGEN Leadership Roundtable, and the Entrepreneurial Factors Roundtable. Each roundtable operates independently with specialized discussions, while all networking functions will be combined to enhance collaboration and foster broader connections among all attendees.

This one-of-a-kind summit offers invaluable insights, industry connections, and practical solutions to help you stay competitive in an evolving market. When registering, you will select one of the three roundtables to participate in which will ensure you walk away with insights relevant to your role and interests. Join us and be part of the discussions that will shape the future of the factoring industry! 

The Venue: Hilton Fort Worth Downtown, Fort Worth, TX

The Schedule: October 12 - 14, 2026

• Monday Welcome Reception: 5:00pm - 6:30pm
• Tuesday Meeting: 8am - 4:30pm
• Tuesday Cocktail Social: 5:00pm - 6:00pm
• Wednesday Meeting: 8am - 12:00pm

Accommodations:

• A special rate at the Hilton Fort Worth Downtown of $198 has been negotiated for this event. 
• Rooming information and booking link will be emailed to registered attendees.
• Limited availability. Room block expires on September 20, 2026.

Fee:

Limited availability. Secure your spot and register today for only $695 for IFA Members and $995 for Ally Members. During the registration process you must choose which breakout roundtable you plan to attend. (Sales Executives, NEXGEN Leadership or Entrepreneurial Factors)
 
Registration is open to IFA Members and Ally Members only.

The fee includes tuition, course materials, breakfast both days, coffee breaks, Monday welcome reception, Tuesday lunch and Tuesday evening social. 
 

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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 - 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.
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• Vince Mancuso, CAEF - EVP, Citizens Business Bank/ Bay View Funding
• Vince Mancuso has a career spanning over 25 years in commercial finance. He is currently the EVP of Citizens Business Bank/Bay View Funding where he is responsible for leading the origination effort, managing a deep bench of portfolio development officers and indirect growth initiatives. Most recently, he was Managing Director of Haversine Funding where his responsibilities encompassed overseeing underwriting, nurturing crucial lender finance client relationships, expanding their network and industry partnerships, and playing a key role in shaping their broader strategic vision for the management company. Prior to joining Haversine, Vince held the position of President and CEO at a prominent North American commercial finance company, where he demonstrated his exceptional leadership skills. In addition to his operational duties, Vince holds a CAEF designation from the International Factoring Association, underlining his commitment to advancing the commercial finance industry.

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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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 - 9:30am - Attorney Case Study #2
  • 9:30am - 10:15am - 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.
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• 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.
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• 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.
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• 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.
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• 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.

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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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 - EVP, Citizens Business Bank/ Bay View Funding
• Vince Mancuso has a career spanning over 25 years in commercial finance. He is currently the EVP of Citizens Business Bank/Bay View Funding where he is responsible for leading the origination effort, managing a deep bench of portfolio development officers and indirect growth initiatives. Most recently, he was Managing Director of Haversine Funding where his responsibilities encompassed overseeing underwriting, nurturing crucial lender finance client relationships, expanding their network and industry partnerships, and playing a key role in shaping their broader strategic vision for the management company. Prior to joining Haversine, Vince held the position of President and CEO at a prominent North American commercial finance company, where he demonstrated his exceptional leadership skills. In addition to his operational duties, Vince holds a CAEF designation from the International Factoring Association, underlining his commitment to advancing the commercial finance industry.
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• 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.

Sponsors:

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