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The International Factoring Association's (IFA) goal is to assist the Factoring community by providing information, training, purchasing power and a resource for the Factoring community.
 

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Speakers

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 
 


Roger Allen
Chief Operating Officer
Alterna Capital Solutions
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Roger has over 30 years of experience in the Commercial Finance space.  He started his career with Bank of America then spent 21 years at LSQ Funding Group helping to grow the portfolio to over $300MM in funds employed.  As Chief Operating Officer for Alterna Capital Solutions,  Roger is responsible for strategic development, management and oversight of the Company’s Underwriting, Credit and Operations teams. 

Jay Atkins
President
Seacoast Business Funding
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Jay is a 30 year Commercial Finance Executive, holding titles as CEO or President within the Factoring industry for the last 20 years. Jay currently serves as President of Seacoast Business Funding.
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Terri Baker
Marketing Director
International Factoring Association
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Terri has over 20 years of experience working in the commercial finance industry. Her current responsibilities at the International Factoring Association include overseeing the Account Executive Certification Program, developing innovative training programs, managing sponsorship and exhibitor opportunities, fostering new member relations and assisting with the coordination and execution of the Annual Conference.
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Bryan Ballowe
Co-Founder and Managing Partner
TradeCap Partners
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Bryan Ballowe is Co-Founder and Managing Partner of TradeCap Partners which is a leading Purchase Order Funding provider based out of Dallas, TX.  Bryan has been in the Purchase Order Funding space for 25 years.  Bryan began his finance career at Bank of America as a global financial analyst underwriting senior bank debt and high yield bonds for companies in the media and telecom industry.  Bryan has served on the SFNet Executive Committee and serves on the Dallas Finance Forum Board of Directors.  Bryan holds a B.B.A. in Finance and a B.S. in Economics from Southern Methodist University as well as an MBA from Southern Methodist University in Corporate Finance.  Bryan was a 2 year varsity letter winner and member of Southern Methodist University’s men’s 1993 Southwest Conference championship basketball team.
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James Baugh
Senior Vice President
Commercial Funding, Inc.
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James Baugh has over 20 years experience in factoring, ABL, and other commercial lending.  James is currently the SVP at Commercial Funding Inc and has been there for the last two years where he oversees the entire factoring and asset based lending division.  Prior to Commercial Funding Inc, James was at Summit Financial Resources doing factoring and asset based lending.  During his eleven years at Summit Financial Resources he held roles including account manager, underwriting manager, and Chief Credit Officer.  He loves the outdoors and when he isn’t working he can often be found fishing, riding ATVs, and hiking.
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Robert Betteridge, Esq.
Partner
Burnet, Duckworth & Palmer LLP
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Robert Betteridge is a Senior Banking and Project Finance Partner at Burnet, Duckworth & Palmer LLP with 25 years of practice experience. His law practice focusses on corporate restructurings, financings, distressed commercial transactions – and 'weird' financial transactions. Among other things and in addition to advising lenders and borrowers in conventional commercial mid-market and junior syndications, Robert has been actively involved in the world of receivables factoring for well over a decade. Robert has worked in the structured finance department of a London ‘Magic Circle’ law firm where his practice was focused on European securitization transactions and large project Eurobond issuances - he has also been a primary Sessional Lecturer at the University of Calgary Law School since 2015 in 'Secured Transactions' and 'Bankruptcy, Insolvency and Restructuring' upper year courses.

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Nick Bird
Vice President / Senior Risk Management Officer
FirstLine Funding Group​
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Nick Bird, Vice President / Senior Risk Management Officer at FirstLine Funding Group monitors the risk of the transportation and general factoring portfolios at FFG. Nick works directly with the President of FFG as well as the Chief Lending Officer of First Bank and Trust. He began his career with First Bank and Trust in January of 2012. Later that year he took the opportunity to move into the factoring division and supervise the credit department at FFG. Nick provides knowledge and confidence when speaking with clients and account debtors. Nick is knowledgeable in the factoring industry and takes the time to evaluate the potential risk in different kinds of freight/product/service that is being produced. Nick is involved in the Young Professionals Group within the IFA and takes part in credit discussion groups within the IFA and NACM/TRMG.
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Leslye Campos
VP, Operations
ENGS Commercial Capital
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Leslye Campos is the Vice President of Operations with Engs Commercial Capital.  She brings with her over 25 years of managerial experience.  Ms. Campos has a passion for client service, process development, and employee mentoring.  She has spent her career in positions that have allowed her to manage, grow, and develop risk management procedures, client relationships, and associate training. Prior to joining Engs, Ms. Campos spent sixteen years with LSQ Funding Group where she most recently served as the Assistant Vice President of Operations. Throughout her career, Ms. Campos served in several critical roles such as Senior Account Manager, Purchasing Manager, and Accounts Receivable Manager.  She created efficiency by streamlining the purchasing department’s process and procedures and she increased risk management coverage by developing the Accounts Receivable Specialist roles.  Ms. Campos mentored and managed the collections, data entry, document review, and verification teams which allowed for professional growth for those associates.  Before LSQ, Ms. Campos worked for fifteen years as the Office Manager of Aircraft Industries, Inc., a FAA repair station.  While there, she factored Aircraft Industries’ receivables and gained valuable insight into the needs of a factoring client.  Ms. Campos brings that unique perspective into the way she interacts with clients and associates alike. 
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Robert L. Carothers, Jr., Esq.
Partner
Jones Walker
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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.

He has significant experience working with banks in the mergers and acquisition process, including buy-side and sell-side representation (he has worked on more than 20 transactions during his career). As part of the M&A process, he works closely with clients to assist with due diligence, negotiation of key agreements, guiding clients through the regulatory applications process, drafting proxy statements, and other matters that arise during the process. He has worked with clients to deal with unique issues that arise with respect to in-market mergers, including working with the Department of Justice.
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Brian Center
CEO
Quasar Capital
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With a strong entrepreneurial spirit and passion for growing and connecting small businesses to bigger opportunities, Brian Center is a finance industry veteran with more than three decades of experience providing clients with trusted expertise as he helps them achieve maximum funding by capitalizing on what others in the industry don’t see.

Center is a firm believer in straight talk, peace-of-mind, and funding reliability as the cornerstones of building long-lasting relationships. Center has an impressive background holding numerous executive and senior management roles within the commercial finance and banking industry, where he has managed everything from rapidly changing portfolio acquisitions and complex strategies to translating sales success from the front line all the way to the executive office. Now the Chief Executive Officer of Quasar Capital, a commercial finance firm that provides small businesses in North America custom invoice factoring, asset-based lending, and cash flow lending solutions.

Receiving his Bachelor of Business Administration in Economics from Texas Tech University, Center got his start in asset-based lending and over the years nurtured his networking and financial acumen to successfully manage, lead and own multiple companies. Center was previously President and Chief Credit Officer for Far West Capital. Previously, he was the co-owner and president of Comresco Capital, LLC, a factoring company founded in 2002 and sold to Bibby Financial in 2007.

Center thrives on assisting clients from all walks of life to understand the broader world and their story within it by creating a value-added consultative affiliation and helping them launch and grow their business successfully.
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Stewart Chesters
CEO
Republic Business Credit
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As the CEO and a Founder of Republic Business Credit, Stewart employs over 20 years of commercial finance experience in executive roles, from across two continents. Stewart is on the Data Advocacy committee for the SF Net organization and is a former Board member of the International Factoring Association. Stewart has an MBA from Aston University in the UK, he also holds a Professional Diploma in Asset Based Working Capital Finance from the Institute of Financial Services in the UK.
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Elizabeth "Liz" Leoty Craddock, Esq.
Attorney
Holland & Knight
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Drawing on her two decades of legislative and private sector experience — including her service as the first female staff director of the US Senate Energy and National Resources Committee and as vice president of government and industry affairs for an international oil and gas industry association — Liz helps 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 US economy. Her areas of focus include energy, environment, natural resources, agriculture, climate change, and trade policy, as well as social justice ethics, sanctions, and governance issues.
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Jim Cretella, Esq.
Member
Otterbourg, PC
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Roundtable for Young Pros
Factoring Essentials Training
James M. Cretella is a Member of the firm’s Banking and Finance Department. He represents institutional lenders, factoring companies and specialty lenders, as well as borrowers, in a variety of asset based lending, specialty finance and other corporate transactions. Mr. Cretella has worked on financing transactions covering a wide range of industries, including staffing, transportation, oil and gas, refactoring and government contracting. He has extensive experience in supply chain and other trade finance transactions, including off-balance sheet receivable purchase facilities.
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Tania Daniel
Executive Director
International Factoring Association
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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. Daniel has been a board member since November of 2019 and serves as the government relations chair of the executive committee.
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Lori E. Eropkin, Esq.

Levinson Arshonsky & Kurtz, LLP

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Lori Eropkin has worked on behalf of clients in the commercial finance industry since 2008. She structures asset based lending and factoring transactions. She litigates in state and federal courts to enforce creditors’ rights, including though pre-judgment remedies. Her experience includes resolution of commercial finance disputes in arbitration with resulting awards entirely in favor of the creditor. She also represents creditors in bankruptcy court, navigating cash collateral and priority fights and structuring debtor-in-possession financing.
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Janice Fox, SHRM-CP, PHR

Triumph Business Capital

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Janice Fox has over twenty (20) years of experience in Human Resources, mostly focused on technology and finance. With four years of experience in the factoring industry, Janice joined Triumph Business Capital in February of 2018.
 
As the Senior Vice President of Human Resources, Janice has extensive experience in employee relations and mediation, talent management, and developing and directing the administration of all HR functions. She has a successful track record of leading in the areas of performance management, intercultural communication, managing change, and she has proven success in recruiting in the financial and factoring arena.
 
Janice earned her Bachelor of Science Degree in Psychology from Southern Nazarene University. She is member of the Society of Human Resources and has her PHR and SHRM-CP certifications. She also volunteers as a certified mediator for the Supreme Court of Oklahoma’s Early Settlement Program.
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Constance Fraley

TBS Funding Service

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Constance Fraley serves as the Senior Operations Manager for TBS Capital Funding—the non-transportation division of TBS Factoring Service. In her role, Constance manages sales, credit, risk, underwriting, portfolio management, and daily operations. She is responsible for improving performance, increasing productivity, and growing profitability.
 
After five years in the United States Air Force, Constance moved into the construction industry. She spent two decades in construction and maintenance, doing everything from scheduling and budgeting to managing operations. Utilizing her in-depth industry knowledge, Constance now oversees a thriving capital funding division that caters not only to construction companies but business of all types.
 
Constance spends her free time supporting the National Women in Construction OKC Chapter Board, the Junior League of Norman OK Board, the Project 3810 Advisory Council, Tornado Alley Bulldog Rescue, and the Enterprise Excellence Group. She also teaches classes at the University of Oklahoma and Francis Tuttle Technology Center.
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Melissa Free

Triumph Business Capital

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With nearly 15 years of experience in the factoring industry, Melissa joined Triumph Business Capital in 2007.

As Vice President of Operations, she is responsible for the portfolio management and risk analysis of thousands of clients, including developing strategic initiatives to help scale the business with technology enhancements and to streamline business processes. Her mentorship and training of countless team members in the art and business of transportation factoring has helped foster the firm's meteoric growth during her tenure.

Melissa earned her B.A.A.S. from the University of Texas, and her M.B.A. from Texas Woman’s University. She has been an IFA-Certified Accounting Executive of Factoring since 2017.
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Trey Griggs
Sales Executive
Lean Solutions Group
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Trey Griggs is a sales executive that during his nine years in the transportation industry, has gained experience in several sectors such as technology, load boards, rate analytics, TMS systems, visibility solutions, digital freight-matching platforms, and Robotic Process Automation (RPA). Trey enjoys coaching teams to be great and speaking on sales and marketing strategies, leadership and organizational structure, and technology. When he’s not building world-class organizations, you can find Trey spending time with his family, traveling, renovating his home, playing golf, working out, reading, and playing music.
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Dr. Gustavo Grodnitzky
Speaker, Author, Consultant,
and Psychologist

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Culture Trumps Everything – Part 1 and Part 2
Dr. Gustavo is a leading expert and keynote speaker in the psychology of organizational culture and its impact on people and profits. 

After obtaining his Ph.D. in clinical and school psychology, Dr. Gustavo completed postdoctoral programs in both cognitive therapy and forensic psychology before becoming a business consultant. For the last 20+ years, he has helped companies of all sizes — from Global 1000 companies, to small and medium businesses — make concrete, long-lasting culture shifts that directly impact employee performance and profits. 

As a professional keynote speaker, Dr. Gustavo has delivered more than 2,500 presentations on topics including corporate culture, emotional intelligence, the multigenerational workforce, and more. In the wake of COVID-19, he has earned a reputation as an exceptional and memorable virtual keynote speaker and online course instructor, bringing his research-backed methodologies to an even wider array of companies in both English and Spanish.

Join Dr. Gustavo to gain a new way of seeing the world — and your ability to advance it. 
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Emma Hart
EVP of Operations and Senior Credit Officer
Sallyport Commercial Finance, LLC
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Emma was previously the EVP of Operations with Bibby Financial Services USA, California from 2009 to 2014, where she managed a portfolio of clients across many industry sectors. 

In addition, she led a staff of 20+ operations, risk and underwriting personnel. She joined Bibby Financial Services USA, California in 2008 as VP of Risk Management (West Coast). As a recognition of her excellent performance, Emma was awarded a place in the Executive Leadership Program which was Bibby Financial Services’ global initiative to drive the business forward. 

Prior to joining Bibby, Emma was a Client Manager at Lloyds TSB Commercial Finance from 1998 to 2008. In this role, she managed a $100 million portfolio of high risk ABL clients comprised of confidential AR Financing, Inventory, Cash Flow loans, Equipment, Leveraged Buy-outs/Buy-ins. 

Emma spent the previous ten years (1988 – 1998) as the Credit Control Executive, at Lloyds TSB where she managed a factoring portfolio of $35 million and team of 10 credit controllers on a 40:1 ratio of client to staff. During this time, she also setup and launched Lloyds’ first internet division. 

Emma is married and has four children. Her athletic and energetic children keep her busy. She also enjoys interior design (including finding new homes for Nick’s guitar collection!)
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Doc Hendley
Founder and President
Wine to Water
2009 CNN Hero
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“I hereby proclaim November 5th, 2009 as Doc Hendley day.”
When these words were spoken by Dr. Jim Woodward, Chancellor of NC State University, thunderous applause echoed through the crowd and a humble, grateful smile flashed across Doc Hendley’s face.
 
Doc Hendley is the epitome of the individual who has made a difference. Tens of thousands of people around the world have clean drinking water they did not have before an idea popped into the head of this “tattooed keg-tapper” musician’s head. Hendley realized that just by using his ability to tend bar and create relationships with people, he might be able to help the problem.
At the bars where he worked, he started raising money to fight this water epidemic the best way he knew how, by pouring wine and playing music. Hendley has taken personal risks to do the hard work of providing water and clean water education in far flung locations around the globe. He worked in dozens of refugee camps installing water systems for victims of Darfur’s government supported genocide. Often inside the United Nations' dangerous "no-go" zones, he distributed water or chlorine tablets to people with only plastic sheeting for shelter.
 
Hendley was named one of the Top 10 CNN Heroes for 2009 (chosen from over 9,000 applicants by a panel of judges including Gen. Colin Powell, Whoopi Goldberg, Ted Turner and Sir Elton John).
 
Today Hendley’s Wine to Water foundation aims to help the 1.1 billion people worldwide who lack access to clean water. By using wine events to raise money and awareness about the lack of clean drinking water in the developing world, Doc Hendley has harnessed a powerful social force and multiplied the generosity of many. 
 
Doc is, in essence, turning wine to water for some of the neediest people on the planet for three simple reasons: 
At least one in six people worldwide lack access to adequate amounts of safe water for drinking and hygiene, according to the UN. 
Water borne illnesses kill far more children the HIV/AIDS and Malaria combined. 
Unclean water contributes to diarrhea, the leading cause of illness and death, and translates to 1.5 million preventable deaths each year.
Doc did not dream of dedicating his life to humanitarian efforts in developing countries. Far from it, in fact. He graduated from NC State University with a communications degree he wasn’t sure how to use. While bartending to pay the bills, he noticed the men and women sitting on the stools seemed to want to be part of something bigger. The 30-year-old Hendley got inspired behind the bar, and today his nonprofit group, Wine to Water, has dug, repaired and sanitized drinking wells for 25,000 people in five Third World countries. It's an idea that started with wine tastings and a humble donation jar.
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Ben Heuer, Esq.

Attorney

Buchalter

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Benjamin Heuer is Co-Chair of Buchalter’s Alternative Lenders Practice Group. His practice focuses on matters involving asset based lending, factoring, corporate finance, and loan workouts and restructurings. He represents banks, asset based lenders, factors, specialty finance companies and other non-bank financial institutions in connection with senior-secured, asset-based, syndicated, mezzanine, cross-border, and unsecured financing. Mr. Heuer also represents private equity and other borrowers in connection with lender finance transactions.

In addition, Mr. Heuer advises FinTech companies on various aspects of their businesses, including products, operations, and regulatory matters, with particular emphasis on California’s commercial lending license issues and matters before the California Department of Financial Protection and Innovation.

Recently, Mr. Heuer was recognized as one of Sacramento Magazine’s 2021 Top Lawyer in the field of Commercial Law.
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Ryan Jaskiewicz

CEO
12Five Capital

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Ryan is CEO of 12five Capital. He started 12five Capital in early 2006 at the age of 23. Ryan attended University of Illinois at Chicago where he received a Bachelor of Arts in Political Science with an emphasis on international politics and economic policy. Ryan is married, with three children and lives in La Grange, IL. When he’s not trying to help entrepreneurs get access to the capital they need to thrive, you can probably find him running the Salt Creek trail, as running is his other passion. Mindfulness and meditation play vital roles in Ryan’s life and a huge part of his success.
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David Jencks, Esq.

Attorney
Jencks Law, P.C.

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Current Topics in Transportation Factoring
Small Factors Roundtable
David is an attorney that has been practicing for over 20 years in the areas of transportation and transportation finance. He represents Factors, Brokers, and Motor Carriers in transactional and litigation matters. He is a member of Delta Nu Alpha, the professional fraternity involved in the continuing education of transportation professionals, and the Transportation Lawyers Association. David presents regularly for the International Factoring Association on transportation topics and issues.
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Tia Kavas
Senior Vice President & Manager, Business Credit
5Star Bank
​View Session
Tia is a Senior Vice President and Manager of the Business Credit division with 5Star Bank. With more than 20 years as an experienced domestic and international trade finance professional, Tia has an extensive background in offering alternative financing solutions for newly established, high-growth or turnaround companies. She excels in matching clients to financial solutions that allow them to achieve their business objectives including accounts receivable financing, asset-based lending, purchase order financing and supply chain financing.
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Tim Knight
Vice President
ThinkingAhead, Inc.
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Tim is the Vice President and Senior Managing Partner with ThinkingAhead where he is responsible for operations, training and recruiting for the firm. He also leads the partner group that heads up the firm’s Commercial Banking and Commercial Finance, Legal, Life Sciences and Security/Physical infrastructure search practices. 

In 2021, Tim will begins his twenty fifth year in executive search. Prior to joining ThinkingAhead, he was with Southwestern Advantage as a District Sales Manager recruiting and training salespeople. Including his college summers, Tim has been with Southwestern Family of Companies for thirty five years. Since joining the firm in 1997, he has personally filled over 450 engagements for clients and his teams over 2300 engagements filled. Tim is the all team leader in personal production for ThinkingAhead. 

Tim maintains an active portfolio of client companies in the sponsor finance, commercial finance, turnaround/restructuring and legal market. He is a Certified Personnel Consultant, a board member of the Secured Finance Network, a member of the Turnaround Management Association and a past member of the Pinnacle Society, a national roundtable of many of the top recruiters in the country based on production. Tim is often asked to speak at association and recruiting industry events around the country. 

He lives in Brentwood, Tennessee, a suburb of Nashville and is active in his local community and church. He is the past president of the board of directors for Habitat for Humanity in Williamson County. He is a longtime volunteer for Junior Achievement and past chairman of the United Way campaign for Southwestern. Tim is marries to his wife, Deborah. They have two daughters and have been enjoying being “empty nesters” for the last three years. He is an above average runner and avid golfer!
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Steve Kurtz, Esq.
Attorney
Levinson, Arshonsky & Kurtz
​View Session
Steve is one of the foremost experts in the factoring and asset based lending industries. A partner in the Law Office of Levinson, Arshonsky & Kurtz, he practices in the areas of bankruptcy, commercial law and litigation, workouts, and secured transactions.
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Daniel Lozier

Primary Funding

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Daniel joined Primary Funding Corporation in 2013. Since that time, Daniel has worked his way up through the organization and is now Vice President. In his current role, Daniel is indispensable to both the operations and sales groups.  He is the direct liaison for both and in this role, he underwrites, and credit qualifies most of the new clients that the Sales Team generates.  He also is directly responsible for the full process of onboarding clients that are in the Invoice Financing program.  Prior to joining PFC Daniel had spent 2 years at California Bank & Trust. Daniel is a proud Aztec and earned a Bachelor of Science degree from San Diego State University.
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Congressman Frank Lucas
Oklahoma's Third Congressional District
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Congressman Frank Lucas is a fifth generation Oklahoman whose family has lived and farmed in Oklahoma for over 100 years. Born on January 6, 1960 in Cheyenne, Oklahoma, Lucas graduated from Oklahoma State University in 1982 with a degree in Agricultural Economics. He was first elected to the United States House of Representatives in a special election in 1994.

Lucas proudly represents Oklahoma's Third Congressional District, which includes all or portions of 32 counties in northern and western Oklahoma, stretching from the Oklahoma panhandle to parts of Tulsa, and from Yukon to Altus in the southwest. It takes up almost half the state’s land mass and is one of the largest agricultural regions in the nation. Lucas has been a crusader for the American farmer since being elected to Congress in 1994 and he has fought to protect Oklahoma values.

Congressman Lucas serves on the House Committee on Financial Services and as Ranking Member on the House Committee on Science, Space and Technology. As a senior member on the House Financial Services Committee, Congressman Lucas serves on both the Consumer Protection and Financial Institutions Subcommittee, the National Security, International Development, and Monetary Policy Subcommittee, and the Diversity and Inclusion Subcommittee. The House Financial Services Committee has jurisdiction over a number of policy matters including: banking, housing, insurance, finance. The committee also conducts oversight of institutions such as the Federal Reserve and the Treasury.
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Brad Magill, Esq.
Managing Lawyer
The Collection Law Group
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Brad Magill is a lawyer and a CPA. He is a member of the Pennsylvania Bar and has spent the latter part of his professional career in the accounts receivable management and collection world. Mr. Magill is not only a lawyer but a seasoned business debt collector and experienced manager. Mr. Magill performs collection work on behalf of clients and also manages all litigation activity.
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John Manzella
Speaker, Author, Columnist
The Manzella Report
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John Manzella is a world-recognized speaker, author and nationally syndicated columnist on global business, trade policy, labor, and the latest economic trends.

His valuable insight, analysis and strategic direction have been vital to many of the world's largest corporations, associations and universities preparing for the business, economic and political challenges ahead.

John’s views have appeared in The Wall Street Journal, New York Times, Chicago Tribune, Bloomberg, NPR, Newsday, Houston Chronicle, Denver Post, and other publications in China, Singapore, Mexico, and across the globe.

His books include Global America: Understanding Global and Economic Trends and How To Ensure Competitiveness, Grasping Globalization: It's Impact and Your Corporate Response, and Mexico & NAFTA: The Real Impact, among others.

John is founder of the ManzellaReport.com, a premier source for global business and economic analysis, and Manzella Trade Communications, a public affairs, publishing and consulting firm.

John also is Chair of the Upstate New York District Export Council, a position appointed by the U.S. Secretary of Commerce, Chief Strategy Officer of Ignition Life Solutions, a global enterprise risk management consulting firm, former Executive Director of goTRADE New York, an advocacy coalition sponsored by the Washington, D.C.-based Business Roundtable, and former President and CEO of World Trade Center BN.
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Jason Medley, Esq.

Member

Clark Hill PLC

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Jason Medley assists financial institutions and real estate entities in transactional matters involving contract negotiations, workouts, inter-creditor relations, and secured party collections. Jason represents banks, factoring companies (purchase and sale of accounts receivable), and real estate interests in a variety of transactional matters, from due diligence to contract negotiations, workouts, intercreditor relations, and secured party collections. He has more than 20 years of extensive experience in asset based loan (ABL) financing. He is one of only a few preferred attorneys for the International Factoring Association. Jason also represents businesses in corporate governance and general matters, including entity formation, contracts, leasing, mergers and acquisitions. He is a frequent speaker at professional conferences and area civic groups.
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Gen Merritt-Parikh
President
Haversine Funding
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Gen Merritt-Parikh is the President of Haversine Funding. She was named a Top Female Executive by Addison Magazine in 2015. Under her leadership, in 2016, her former company was ranked one of the Best Places to Work by The Dallas Business Journal. In 2018, as President of Allied Affiliated Funding, she led the company to a successful sale to a nationally chartered bank where she continued to manage that line of business for the bank. Previously, Gen has worked in the factoring and asset-based lending space in escalating roles since 1995 with companies including Liquid Capital, Comresco Capital and Guaranty Business Credit. She holds a Bachelor of Arts degree in Business and Economics from the University of Texas at Dallas, serves on the Factoring Committee for the Secured Finance Network and holds the Subject Matter Expert designation by the International Factoring Association, having helped develop the first factoring certification program for the industry. She joined Haversine Funding in 2020 and currently resides in the Dallas metroplex with her husband and two sons.
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Laurie Montplaisir, Esq.
Attorney & Shareholder
Robbins DiMonte, Ltd.
​Lender Liability Session
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 inter-creditor agreements.  Laurie represents small to middle market service and manufacturing businesses in various life-cycle phases. She also frequently serves as outside general counsel 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. Laurie is the Founder of the International Factoring Association (IFA) Midwest Chapter established October 2018.  She often is a lecturer for the IFA, conducting webinars and seminars, and participating as a legal moderator at annual conference legal panels.
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Robert E Meyers II
Founder and President
Republic Business Credit
​Lender Liability Session
Roundtable for Senior Executives
Heading the Origination, Underwriting and Marketing departments as President of Republic Business Credit, Robert puts into practice more than 15 years of commercial finance experience. Currently, Robert serves as an Executive Committee Member of the Secured Finance Network, previously serving as the President of the Turnaround Management Association & President of the Secured Finance Network's Midwest Chapters. Robert is a graduate of the University of Chicago and holds an MBA from the Kellogg School of Management. Robert was awarded the SFNet’s Top 40 Under 40 Award in 2016.
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Kristen Palmer
Business Development
Iron Horse Credit, LLC
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Kristen has been serving the inventory lending specific industry for over five years having joined Iron Horse Credit in May of 2021. She began her career with boutique factoring firms in NYC catering to the fashion and accessories industry. By running the operations for over five years and for 40+ small businesses, she further developed her expertise in the inventory lending space. Kristen has served as the Risk Analyst, Lead Underwriter, and Business Development Officer to stand-alone Inventory Lenders since moving to South Florida five years ago. Her industry knowledge is not only broad but valuable.
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James Poston, CPA, CMA
Chief Sales Officer
eCapital
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James is an experienced product expert in receivables financing, trade finance including purchase order financing, and asset-based lending. Prior to joining the eCapital organization, James served as Executive Vice President and Sales Director for Bibby Financial Services Canada. For over 10 years he participated in all aspects of the organization including operations, credit and finally business development where he was named as a 40 under 40 Award recipient by Secured Finance Network. James oversees eCapital’s sales strategy, drives business development and creates unified revenue generation processes across the organization throughout the United States and Canada. Utilizing his experience in developing strategic relationships and nurturing strong networks, James is positioned to expand eCapital’s market footprint and industry associations. He is a Chartered Professional Accountant and Certified Management Accountant and holds a bachelor’s degree in economics with concentrations in international relations and political economy from McGill University.
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Theresa Payton
Founder and President
Fortalice Solutions, LLC
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As the star of the former CBS TV series, “Hunted,” Payton identifies emerging trends and techniques to help combat cyber threats, from the impact of the Internet of Things to securing Big Data. Payton is the cybersecurity expert that organizations turn to for discreet help during data breaches and to improve IT systems and strategies. She made history as the first female to serve as White House Chief Information Officer and currently helps organizations in both the public and private sectors protect their most valuable resources.
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Jerry Reisman, Esq.
Partner
Reisman Peirez Reisman & Capobianco
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Jerome Reisman, one of the three founding partners of Reisman Peirez Reisman & Capobianco in 1980, heads the Firm’s Business and Financial Services practice groups. Mr. Reisman’s work encompasses Loan Documentation, Factoring, Asset Based Lending, Fintech and Cash Advance Documentation, Bankruptcy and Creditors’ Rights, Medical, Dental and Business Transactions, Litigation, Corporate and Financial Fraud,and Asset Protection. Jerry is frequently seen in the media as a legal commentator, has been quoted in major publications and lectured extensively to the legal community on business and financial matters. He has also represented numerous victims of Bernie Madoff. 

A graduate of Queens College and Syracuse University Law School, Reisman was admitted to the New York Bar in 1967. 

 Jerry Reisman resides in North Hills. He currently serves as Justice for the Village of North Hills. Previously, he used his legal expertise to serve the Village of Great Neck as Judge, Deputy Mayor, Chairman of the Zoning Board of Appeals, and Member of the Planning Board.
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Meg Roberson
Senior VP & National Sales Manager
Gulf Coast Business Credit
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With more than 16 years of sales management, syndications, commercial banking, factoring and asset-based lending experience, Meg understands how important relationships are. Meg manages a team of sales, underwriting and marketing leaders nationwide and is responsible for new, organic and acquisition originations as well as creating and maintaining a quality brand for Gulf Coast Business Credit. Through Meg’s tenure at GCBC, the portfolio has experienced tremendous growth that can be attributed to hard work, dedication to the marketplace and a loyal portfolio of clients and partners. Roberson serves as the President of the Central Texas Chapter for The Association for Corporate Growth, is actively involved in the International Factoring Association, the Secured Finance Network and is a graduate of Texas A&M University.
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Oscar Rombola
Managing Director
eCapital Freight Factoring
The Canadian Factoring Landscape

The Future is Here: Fintech
Oscar is an experienced financial executive and advocate of invoice factoring services for over 22 years. His expertise places him as a leading consultant and recognized authoritative voice within the factoring industry. He has served on the IFA USA advisory board for two consecutive terms and, he is the current President and Founder of the IFA Canadian Chapter. Oscar has held several executive positions at factoring and financial companies in the past. As a co-founding partner of ITC Invoice to Cash, Inc. he again served as Vice President of Business Development for over eight years. Oscar’s current role is to grow and develop strategic relationships for eCapital’s Freight Factoring Division. He is a graduate of York University and Laval University and, he also, holds Financial Advisor designations from Ontario.
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Rael Ross
Co-Founder, Joint CEO & Executive Director
Butn Ltd, Australia

The Future is Here: Fintech
Rael co-founded the Group and was appointed Executive Director and Joint Chief Executive Officer of Butn in September 2020.
Understanding the need for technology to enable financing and digital distribution as companies seek access to finance, he co-founded Butn Ltd. With over 15 years' experience in financial services, technology and mentoring other start-ups, Rael has
driven the establishment of the Butn fintech solution. Rael has created, developed and executed technology and digital projects through several start-ups. Rael co-founded Tsikot.com, one of the leading online automotive platforms and the largest online automotive forum in the Philippines. As a qualified accountant, Rael has worked in private practice, the Not-for-Profit sector and for Big 4 firms. Rael also advises and invests in venture capital, finance and technology through his family office. Rael was awarded a full scholarship at Monash University Australia, where he completed a Bachelor of Accounting. In 2020, Rael was awarded Australian Young Entrepreneur across multiple categories.

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Greg Salomon
President
Oxygen Funding
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Greg Salomon joined Oxygen Funding as President in 2020. Before joining the Oxygen Funding team, he was part owner and the Executive Vice President at Primary Funding, where he managed Sales and Marketing. Leading the sales team, Greg generated the highest volume of sales for Primary 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. In 2021, Greg began his position as a Board Member for the International Factoring Association. He has a Bachelor of Science in Management and a minor in communication from Fresno State.
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Tim Serritella
Managing Director
Belvidere Capital LLC
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Tim Serritella has spent the last two decades providing financial and management solutions to business owners and senior management. He is the Managing Director of Belvidere Capital LLC an independent, asset-based lender that provides equipment term loans based on the value of a firm’s industrial machinery and equipment. His past experiences in banking and finance include loan workout officer, commercial lender at Midwest based commercial banks, and running the turnaround of a multi-million dollar logistical services company. He has formed and successfully operated a variety of entrepreneurial ventures in retail, import & distribution, and an independent commercial loan brokerage business.  Tim entered the industrial marketplace in 2012 where he focused on sourcing asset disposition and bridge loan opportunities. He is very active in the regional and national chapters of the Turnaround Management Association, the Commercial Finance Association, the Association for Corporate Growth, the Midwest Business Brokers and Intermediaries and in Rotary International.
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Clinton Stanton
Co-Founder & Managing Partner
TradeCap Partners
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Clinton Stanton is Co-Founder and Managing Partner of TradeCap Partners, a leading provider of Purchase Order, Contract and Inventory Finance solutions based in Dallas, TX. Prior to founding TradeCap, Clinton spent 10 years as Vice President, Principal and Investment Committee member of King Trade Capital where he originated, structured and managed trade finance facilities. Clinton formerly worked at Citibank N.A. as Vice President within the Corporate/Middle Market Group and is a graduate of Texas A&M University holding a B.S. in Agribusiness.

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Essa Thiry
SVP of Business Development
Change Capital
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Essa Thiry is SVP of Business Development at Change Capital, a New York and Los Angeles-based lender and investor with a focus on profitable social impact.  She joined Change Capital 3.5 years ago, launched a new territory on the west coast, single-handedly established a strong presence in the region, and grew the customer base from next to zero to dozens of clients and millions of dollars in financing in a very short time period. Prior to joining Change Capital, Essa was a business development executive for Hana Financial in Los Angeles. In May of 2021, she was profiled in The Secured Lender Magazine’s Women In Secured Finance Issue, and was named among the Secured Finance Network’s 2021 40 Under 40 list.

Essa serves as Executive Vice President of the Fashion and Retail Group of City of Hope, an organization that provides research and medical care for cancer patients throughout the country.  She is also an active committee member for Face Forward International, a non-profit focused on providing life-changing surgery and support to victims of domestic violence, human trafficking, and cruel acts of crime. Essa serves on the board of the New York Institute of Credit’s Women’s Division, is an International Factoring Association SoCal Chapter board member and Women’s Committee head, a member of the Turnaround Management Association, SFNet, the Association for Corporate Growth, and other commercial finance industry organizations.
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Mark Tiggeloven
Executive Vice President & Chief Operating Officer
Advantage Business Capital
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Mark Tiggeloven is Executive Vice President and Chief Operating Officer at Advantage. Since joining Advantage in 1996, Mark has served in a wide range of capacities for the company. Prior to joining Advantage, Mark earned his CPA designation and worked in public accounting for 5 years with an emphasis on auditing, issuance of financial statements and tax preparation, serving small to medium sized businesses. Originally from The Netherlands, Mark moved to Houston in 1988 and earned his Bachelor's degree in business administration and an MBA in international finance from the University of St. Thomas in Houston, TX.
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George Thorson
Executive Vice President
Triumph Business Capital
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George joined Triumph Business Capital in 2007 and is currently serving as its executive vice president and chief operating officer. In May of 2012, he was also named executive vice president and chief credit officer of Triumph Commercial Finance. Mr. Thorson has more than 35 years of experience in the senior management and performance of asset based lending and factoring, business evaluations and underwriting, commercial lending operations, loan work out and field auditing. Prior to joining Advance Business Capital, Mr. Thorson served as executive vice president with Collateral Risk Management, Inc. and was responsible for business management, operations and major service engagements. He also served as a director with S.A. Credit Support International N.V., a multi-country joint venture providing support for cross border, asset based lending. He began his career with Collateral Financial Services, Inc., a national asset based lending and collateral management firm, rising to vice president, regional manager. Mr. Thorson has also served as an industry expert for events with the International Factoring Association, the National Association of Credit Managers and the Commercial Finance Association.
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Jared Ullman, Esq.
Partner
Ullman & Ullman
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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, including purchase order, equipment and inventory finance companies in a host of areas which include, 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 commercial domestic and international arbitration.
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Mike Ullman, Esq.
Owner, Partner
Ullman & Ullman
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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 a decade.
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Steven Uster
Co-Founder & CEO
FundThrough
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Steven Uster is the Co-Founder & CEO of FundThrough, a tech enabled invoice funding platform that helps business owners eliminate "the wait" associated with payment terms by giving them the power and flexibility to get their invoices paid when they want, with one click, and in as little as 24 hours.  Launched in 2014 FundThrough has quickly become a leading fintech start-up in the embedded finance space, funding tens of millions of dollars in invoices every month. Prior to FundThrough, Steven was an investment banker in New York first at UBS and then as a founding employee of Centerview Partners. Steven has an MBA from The Wharton School and a Bachelor of Commerce with Honours from McGill University, where he was a Loran Scholar.
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Heather Villa
Managing Director
International Factoring Association

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Heather has been with the International Factoring Association since 2003. She is responsible for managing and directing the business operations of the Association. She leads the event planning and conference coordination for all training seminars, including the Annual Factoring Conference. Previously, Heather was with Distinctive Solutions Corporation and has worked in the aerospace and transportation industries. She has a degree in Business Administration with a concentration in Management Information Systems from Cal Poly San Luis Obispo.
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Kevin Westfall
VP, Business Development, Canada Asset Based Finance

Accord Financial

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Kevin is a known and trusted product expert in asset-based lending, receivables financing, trade finance and purchase order finance. For more than 20 years, Kevin has been working with clients and advisors to structure creative financing solutions. They appreciate his ability to quickly understand their unique situations, looking beyond the numbers to understand the real story behind them. Kevin is a graduate of York University.​
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Bob Zadek, Esq.
Attorney

Buchalter

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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.
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As a registered attendee or participant (“you”) of the International Factoring Association's Factoring Conference (the “Conference”) you agree to these terms and conditions (collectively, this “Agreement”) with the International Factoring Association (“IFA”). Read IFA's full Terms & Conditions here.