Events

Date Event Venue Time/Location
July
15 - 16
 		 The Law & Business of
Factoring Training Class
 		 Bellagio Hotel

 		 Las Vegas, NV
 
July
17 - 18		 Account Executive/Loan
Officer Training Class
 		 Bellagio Hotel Las Vegas, NV
 
Aug
20
 		 Webinar: Financial Clarity -
Mastering Statements, Cash
Flow & Audit Insights
 		 Webinar 11am - 12pm
PDT
Sept
8 - 10
 		 Annual Transportation
Factoring Meeting		 Loews Chicago
Hotel		 Chicago, IL
October
13 - 15
 		 Roundtable Summit:
NEXGEN, Sales & Small
Factors
 		 Grand Hyatt Denver, CO

Event details will be posted below as they become available
 




The Law and Business of Factoring Training Class
with Bob Zadek, Esq., Buchalter

Bob Zadek's information-packed 2-day course - complete with a full set of superior forms he developed - is designed to help novices and seasoned factoring professionals, attorneys, and accountants build and strengthen their factoring know-how. His unique program devotes considerable time to revenue enhancing techniques and will increase your awareness of the factoring industry's challenges and opportunities. This powerfully presented program provides the opportunity to learn about the most recent and relevant legal issues in today's factoring industry. 

The Venue: Bellagio Hotel - Las Vegas, NV (In-person Only)

The Schedule:

  • Tuesday & Wednesday, July 15 - 16, 2025
  • 7:30am - 3:00pm each day (Pacific Time Zone)

Learning Objectives:

  • Add Revenue Enhancing Provisions To Your Contracts
  • Sell Factoring By Diffusing Resistance To High APRs
  • Get the Edge Over Other Competing Secured Creditors
  • Get All You Can From The Notification Letter, Invoice, Acknowledgment And UCC Filing
  • Deal Effectively With The Internal Revenue Service
  • Eliminate Dilution And Deflect Account Debtor Claims
  • Make Your Guaranties "Litigation Proof"

Topics Covered:

  • The Law and Business of Factoring
  • Factoring Law - Usury And Bankruptcy Issues
  • Latest Case Developments
  • Factoring Without Recourse - What It Is - When To Do It
  • Pricing Options And Issues
  • Priority Issues - Where The Game Is Won And Lost
  • Taking Out Another Lender - The Right Way To Do It
  • Internal Revenue Service Issues
  • Specific Industries To Avoid/Pursue
  • Account Debtor Issues
  • Assessing Account Debtor Quality
  • Enforcing Claims After Default
  • Additional Financial Products You Can Sell To Clients

Instructor:

  • Bob Zadek, Esq. - 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.

Accommodations:

  • A special rate at the Bellagio starting at $159 has been negotiated for this event. There is also a $50/night resort fee.
  • You can reserve a room online by clicking here
  • The room block has ended, but if you need a hotel room, please contact the IFA at info@factoring.org.

Fee:

          The fee for this meeting is $1,595 for IFA Members & Ally Members ($1,745 for Non-Members) Rate Increases $100 after June 9th

Special Discounts:

  • Past attendees from this course will receive 50% off.
  • Bring 3 attendees for the price of 2.
  • Register the same attendee for this course and the AE-LO Training Course and receive a $300 total discount.
  • Please call 805-773-0011 to receive these discounts. Only one discount can be used per attendee.
The meeting will run from 7:30am - 3pm  (Pacific Time Zone) both days. A 15 minute morning break, 15 minute afternoon break and a 1 hour lunch will be included. The fee includes tuition and course materials (including all legal forms). The registration includes breakfasts, coffee breaks and luncheons both days.




Account Executive/Loan Officer In-Person Training Class

The Account Executive/Loan Officer Training Course is a comprehensive two-day course covering a multitude of issues related to factoring. It is designed to help employees within your organization become more knowledgeable about the factoring industry. The course is carefully crafted to enhance your understanding of the factoring processes and will offer valuable insights into best practices, risk management, and effective client relationship strategies.

The Venue: Bellagio Hotel - Las Vegas, NV

The Schedule:

  • Thursday & Friday, July 17-18, 2025
  • 8:00am - 3:00pm each day (Pacific 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:

  • Tania Daniel, CAEF - Executive Director, International Factoring Association
  • 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. Daniel began her career at LSQ Funding Group in Orlando, Florida and was also Chief Operating Officer at Porter Capital Corporation in Birmingham, Alabama. Daniel also serves on the Board of Directors of the American Factoring Association (AFA), the sole lobbying body representing the factoring industry in Washington, D.C. She also holds the Certified Account Executive in Factoring designation.
  •  
  • Vince Mancuso, CAEF - EVP, Heritage Bank of Commerce/ Bay View Funding
  • Vince Mancuso has a career spanning over 25 years in commercial finance. He is currently the EVP of Heritage Bank of Commerce/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:

  • Michael Ullman, Esq. - Partner - Ullman & Ullman, P.A.
  • Mike received his Bachelor of Arts degree from the University of Florida in 1975 and graduated Nova Law School Magna Cum Laude in 1979. He also served as a member of and published for the Nova Law School Law Review. Mike is a member of the Florida Bar, is admitted to practice in the United States Bankruptcy Courts for the Southern, Middle and Northern Districts of Florida, Southern and Middle and Northern Districts of the Federal Courts in Florida and in the Eleventh and Fifth Circuit Federal Courts of Appeals as well as having been given pro hac vice status to serve his clientele throughout the country in numerous other states, including matters involving complex arbitration proceedings. Mike started his law firm, Ullman & Ullman, P.A., in 1980. Ullman & Ullman, P.A. has specialized in all forms of commercial transactions and litigation. Mike currently serves as co-counsel to and has been a frequent lecturer for the International Factoring Association for over two decades.
  • Jared Ullman, Esq. - Partner - Ullman & Ullman, P.A.
  • Jared Ullman is a Partner 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 over 20 years, and has been advising and counseling factors and lenders for over four decades. Jared represents factors, forfaiting companies and various asset-based lenders and has experience in bankruptcy, restructuring and other commercial transactions as well as commercial litigation. He also has experience managing securitized institutional loans with value in excess of $50 million.

Accommodations:

  • A special rate at the Bellagio starting at $159 has been negotiated for this event. There is also a $50/night resort fee.
  • You can reserve a room online by clicking here
  • The room block has ended, but if you need a hotel room, please contact the IFA at info@factoring.org.

Fee:

  • The fee for this meeting is $995 for IFA Members & Ally Members ($1,145 for Non-Members) Rate Increases $100 after June 9th

    Register the same attendee for this course and the Law of Business & Factoring Training Course and receive a $300 total discount.

    The meeting will run from 8am - 3pm (Pacific Time Zone) on Thursday and Friday. A 15 minute morning break, 15 minute afternoon break and a 1 hour lunch will be included. The registration includes all handouts and materials, breakfasts, coffee breaks and luncheons both days. 



Webinar - Financial Clarity: Mastering Statements, Cash Flow, and Audit Insights for Factoring Companies
This webinar is designed for factoring firms seeking to strengthen their internal financial knowledge and management, enhance audit readiness, and gain deeper insights into their own financial health. In "Financial Clarity: Mastering Statements, Cash Flow, and Audit Insights for Factoring Companies," you'll learn how to:

  • Interpret your company’s financial statements to drive strategic decisions
  • Optimize internal cash flow to support funding operations and growth
  • Prepare for audits with robust documentation and internal controls

This webinar will help you build a more resilient financial foundation, improve transparency, and support long-term sustainability in a competitive market.

Topics:

  • ​Key financial metrics and how they impact factoring operations
  • Cash flow forecasting techniques tailored to factoring cycles
  • Best practices for audit preparation and regulatory compliance

Who Should Attend:

  • Owners, CFOs, Controllers, Finance Managers, and Operations Leaders at Factoring Companies.

The Venue: Online Via Zoom

The Schedule:

  • Wednesday, August 20, 2025: 11am - 12pm PT (Pacific)

Speakers:

  • Becky Gibbs, CPA - Partner, Boyum Barenscheer 
  • Becky Gibbs, CPA, is a partner with Boyum Barenscheer and serves as Head of the Audit Department. Her past experience in accounting, documenting and implementing internal controls, and acquisition assistance has added value to her attest engagements. Becky’s audit work focuses primarily on industries niches including construction, factoring, leasing, non-profits, and private equity businesses.
  •  
  • Claudia Montalbano, CPA - President, Verity Accounting, Inc.
  • Claudia Montalbano has over twenty years of experience working in the factoring industry. She holds a Bachelor’s degree in Finance and an MBA with concentrations in Accounting and Human Resources from Loyola University Chicago.  In 2011, Claudia transitioned from her role as Corporate Controller overseeing six North American entities for a major global factoring company to founding Verity Accounting, Inc. Her firm has been dedicated to serving factoring businesses for over a decade, providing expertise in general ledger setup and cleanup, budgeting, financial statement preparation (monthly, quarterly, and year-end), audits (annual and bank audits), and strategic consulting. Claudia is also the author of the Factoring Accounting Manual, a comprehensive resource for industry-specific accounting standards and best practices.

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.



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 issues, current frauds and future trends. There will also be an exhibit hall with vendors that provide services for Transportation Factors.

The Venue: Loews Chicago Hotel, Chicago, IL

The Schedule: September 8-10, 2025

  • 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

Moderators:

  • Tom Croteau - Founder & CEO, OperFi
  • Tom Croteau has over 12 years of experience in Operations, Underwriting, and Management within the transportation factoring industry. He began his career in 2012 as VP of Operations at Single Point Capital, where he developed a strong expertise in factoring and transportation finance. An Air Force veteran, Tom founded OperFi in 2019 to provide working capital to small and medium-sized carriers and logistics companies, with a focus on supporting veterans and veteran-related causes. OperFi offers veteran discounts and donates a portion of its profits to veteran charities annually. Tom has been involved with the International Factoring Association (IFA) for the past 12 years, bringing valuable insights, particularly in Operations and Underwriting within the industry.
  •  
  • Bryan Alsobrooks - President, Phoenix Capital Group
  • Bryan has over 30 years commercial finance experience and more than 20 years in the transportation industry.  He 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.  Bryan received a Bachelor of Business Administration degree from Austin Peay State University. Phoenix Capital Group 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.  They are headquartered in Scottsdale, Arizona, with additional offices in California, Texas, Alabama and Tennessee.
  •  
  • Trena Harustak - Vice President - Factoring - OpenRoad Financial Services, Inc.
  • Trena began her career with OpenRoad Transportation Inc. in 2014, where she was initially hired to process carrier invoices and manage certificates of insurance. She was soon promoted to Office Manager, a role that expanded her responsibilities across multiple operational functions and deepened her understanding of the business. In pursuit of new challenges, Trena briefly stepped into a position with the Department of Revenue. However, when the owners of OpenRoad approached her with an opportunity to build and lead their newly formed factoring division, she eagerly returned to take on the challenge of developing the business from the ground up. Trena immersed herself in every aspect of the factoring industry—learning to sell their services, process invoices, fund carriers, and manage collections. As their business gained momentum, she focused on building a strong, collaborative team. What began with a single employee has grown into a thriving department of 26, and they continue to scale. Over the years, Trena was promoted to Vice President, a position that has allowed her to lead with purpose, foster a culture of excellence, and make a meaningful impact on both her team and the clients they serve daily. She takes pride in mentoring others and creating an environment grounded in hard work, trust, and mutual success.
Legal Counsel:
  • David Jencks, Esq. - Attorney, Jencks Law, P.C.
  • David is an attorney that has been practicing for 25 years in the areas of transportation and transportation finance. He represents Factors and transportation companies in transactional and litigation matters. He is a member of the Transportation Lawyers Association and co-general counsel to the IFA.
Guest Speakers: TBA

Exhibitors/Sponsors:

  • This meeting will feature an exhibit hall with vendors that provide goods and services to the Transportation Factoring industry.
  • More information can be found here.
    Email info@factoring.org for inquiries on exhibit booths and sponsorships. Limited spots are available.

Accommodations:

  • A special rate at the Loews Chicago Hotel of $329 has been negotiated for this event. 
  • Rooming information and booking link will be emailed to registered attendees.
  • Limited availability. Room block expires on August 7, 2025.

Fee:

          The fee for this meeting is: $1,145 (IFA Members Only)
          Meeting attendees must have a minimum of 2 years Factoring experience.
 
The Transportation Meeting is limited to 3 attendees per Factoring company. If you would like to register more than 3 attendees, please email info@factoring.org for additional attendees to be placed on the wait list. Additional attendees can register after July 1st depending on space availability in the meeting.

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



2025 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 Small 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: Grand Hyatt, Denver, CO

The Schedule: October 13 - 15, 2025

  • Monday Welcome Reception: 5:00pm - 6:00pm
  • Tuesday Meeting: 8am - 4:30pm
  • Tuesday Cocktail Social: 5:30pm - 7:00pm
  • Wednesday Meeting: 8am - 12:00pm

Roundtable Sessions:

  • Sales Executives Roundtable:

    The Sales Executive’s Roundtable is designed for thought leaders shaping the future of origination in the factoring industry. This roundtable focuses on 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.  Deeper dives into specific topics such as the recruiting market and motivational techniques for business development officers will be discussed. 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 Sales Executives Roundtable provides solutions to build and maintain a sustainable and successful sales practice and strategy.
     
    Key topics to be explored during this Roundtable:
    • Maintaining Growth Targets
    • Selling Success
    • Creating Successful Company Culture
    • Developing (Not Just Recruiting) Top Talent
    • Transformation of the Origination Model on the Horizon

    Who Should Attend: The Sales Executive’s Roundtable is ideal for Owners, Principals, Presidents, CEOs, National Sales Managers, and other company leadership with sales management responsibilities.
     
  • Moderators:
  • Greg Salomon - President, Oxygen Funding
  • Greg’s entire 25-year career has been in the non-Prime Lending space, predominantly with publicly traded companies and well-established Factoring Companies. Throughout his career, he has generated hundreds of millions in revenue for these organizations. Greg has a Bachelor of Science in Management and a minor in communication from Fresno State.
  •  
  • Skylar Lane - Senior Vice President ABL & Factoring, Goodman Capital Finance
  •  
  •  

  • NEXGEN Leadership Roundtable:

    The NEXGEN Leadership Roundtable will bring together the brightest young professionals in the factoring industry. Over the course of the 2 days, attendees will gain crucial industry knowledge, insights into the current state of the market, and leadership skills to help take their careers to the next level. Attendees will leave with a solid understanding of the ins-and-outs of the entire factoring process and how different functions work together.
     
    Guest speakers and moderators will highlight the latest trends and innovations shaping the future of factoring. Experts will share cutting-edge analysis about where the market is headed to help attendees strategically position themselves for long-term success. Attendees will help to build a community among the next generation of factoring talent, fostering idea sharing and collaboration that will help to build the foundation of our industry’s future. This group of attendees is not just a collection of individuals; it is a collective force shaping the future of leadership and influence.
     
    Who Should Attend: The NEXGEN Leadership Roundtable is ideal for young professionals who want to stay ahead of the curve and thrive in the commercial finance industry.
     
  • Moderators:
  • 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.
  •  
  • Trishaala Ninan - Director of Marketing, REV Capital
    Trishaala Ninan specializes in strategic planning to rapidly grow B2B companies with over a decade of marketing and corporate communications experience across several sectors including Real Estate, Retail, and Finance. Trishaala’s expertise in the marketing industry and her ability to adapt effectively and efficiently has proven to be a huge asset to REV Capital and the factoring industry. As Co-Chair of the NEXGEN committee and through her industry involvement, Trishaala seeks to continue involving young talents and women within the factoring space.
  •  
  • Wallace Vaughan - Chief Executive Officer, FactorCloud LLC
    Wallace Vaughan has spent 15 years working in the finance sector, with most of that time focusing on driving efficiencies through technology. His last role was as Head of Enterprise Risk at Global Payments Inc, and before that he was a Senior Manager in the financial services consulting practice at EY, where he was standing up carve-outs and mergers of large multinational financial services institutions. After years of dealing with SaaS vendors, his biggest asset is understanding what clients need and how to get it to them quickly. As a member of the NEXGEN committee, Wallace is well positioned to make sure that the technology being developed aligns with the real world needs of factors trying to execute.
  •  

  • Small Factors Roundtable:

    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 Roundtable 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 roundtable will be on peer-to-peer 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 roundtable will explore the path ahead for Small Factors and assist you with adapting and prospering in an ever-changing industry.
     
    Key topics to be explored during this Roundtable:
    • What the future holds for Small Factors
    • New tools to streamline your operations
    • Best practices throughout the industry
    • Operational processes and procedures for small and lean offices
    • Funding sources
    • Commercial, sales, and marketing strategies
    • Negotiating with a larger Factor (ie: Participations, PO, Buyouts)
    • Dealing with Junior Creditors and MCAs
    • Securing subordinations and working with the SBA
    • Red Flags - Detecting frauds and avoiding losses
    • Contingency Planning - How to make sure you are prepared in the event of a disaster
    • Overcoming challenges
    • You took a hit...now what?

    Who Should Attend: The Small Factors Roundtable is ideal for Small Factor owners and professionals who are entrepreneurial in nature and involved in the day-to-day functions of their factoring organization.
     
    Moderators:
  • Melissa Donald - President, BAB² Ventures
  • Melissa Donald started her career in commercial collections after college, working her way  from secretary to manager of the company.  In 2001, a recruiter for a small start up factoring company asked her if she knew what factoring was.  Her answer:  "That has something to do with invoices, right?".  She was hired on the spot.  Three months later, she was promoted to Operations Manager, managing a portfolio of construction receivables when no one knew what a mechanic's lien was.  Her learning curve was a race straight up hill.  She spent the next 4 years on airplanes and in court rooms learning all the things not to do. In 2007, with the backing of the lead investor of that failed company, Melissa went out on her own, not with the intention of changing the world, but with the intention of teaching the local business community about the financial power of the factoring tool - regardless of the dollar amount.  Armed with the knowledge that a business owner who needs 5K is just as important as a business owner who needs 50K or 100K, she built a grassroots network of people who have come to know her as  the go-to "lady who does that weird finance stuff".  That network has helped her build her factoring company 100% by personal referral.
  •  
  • Amanda Villarreal - Managing Member, PLEX Capital, LLC
  • Amanda J. Villarreal is a respected business leader and entrepreneur with a strong commitment to empowering small and mid-sized businesses through access to alternative capital. As the Founder and CEO of PLEX Capital, she leads a company that provides accounts receivable financing to help entrepreneurs improve cash flow and scale their operations—particularly those who may face barriers within traditional financial systems. Before founding PLEX Capital, Amanda spent 12 years helping build a startup finance firm from the ground up. As the company’s first employee, she helped develop the operational framework, expand into new markets, and build strong internal teams. Her leadership was instrumental in shaping a company that experienced significant and sustained growth. Today, Amanda leverages that experience to lead PLEX Capital in serving clients across industries such as construction, staffing, janitorial services, and other B2B professional services. Her ability to build trusted relationships and deliver tailored funding solutions has positioned PLEX as a key resource for business owners navigating growth and cash flow needs.

Roundtable Summit Legal Counsel:

  • David Jencks, Esq. - Attorney, Jencks Law, P.C.
  • David is an attorney that has been practicing for 25 years in the areas of transportation and transportation finance. He also specializes with consulting for Small Factors. He represents Factors and transportation companies in transactional and litigation matters. He is a member of the Transportation Lawyers Association and co-general counsel to the IFA.
Guest General Session Speaker: 
  •  
  • Merit Kahn, CSP - Sales Strategist, Emotional Intelligence Expert
  • For 20+ years Merit has helped leaders and teams sell smarter, lead stronger, and unlock the magic where Emotional Intelligence meets AI. Great leaders don’t always have the answers—but they always have the right questions. In this bold, refreshingly real session, you’ll learn how the smartest leaders influence with inquiry, spark meaningful dialogue with their teams, and use both AI and Emotional Intelligence to guide conversations that move people to action.
  • - Master the art of asking questions that spark action—not eye-rolls.
    - Create a culture of curiosity that fuels innovation and accountability.
    - Use AI and EI to guide smarter conversations and better decisions.

Sponsors:

  • If you are interested in showcasing your product and sponsoring this event, please contact the IFA at info@factoring.org. Limited spots are available.

Accommodations:

  • A special rate at the Grand Hyatt Denver of $289 has been negotiated for this event. 
  • Rooming information and booking link will be emailed to registered attendees.
  • Limited availability. Room block expires on September 19, 2025.

Fee:

Limited availability. Secure your spot and register today for only $695 for IFA Members and $895 for Ally Members. During the registration process you must choose which breakout roundtable you plan to attend. (Sales Executives, NEXGEN Leadership or Small 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. 
 

To register for any of these events,
 

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

Terms, Conditions & Cancellation Policy:
As a registered attendee or participant of the International Factoring Association's Training Classes, Meetings, Conferences, Webinars and all other Events, you agree to the Terms and Conditions with the International Factoring Association. For a copy of the Terms and Conditions, Click Here.
 

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.


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