International Factoring Association (2024)

• Home
• Events

The Schedule:

• Wednesday, August 21, 2024: 11am - 12pm PDT

Topics:

• • What is a Participation? Understand the basic fundamentals of what a participation is. This includes the roles of both the lead and the participant.

  • Why do Factors Use Participants? Learn why factors use participants to help fund and grow their business.

  • How Does Underwriting a Participation Work? Gain insights into the underwriting process for participations. We'll cover the due diligence required and the key considerations for ensuring a sound participation transaction.

  • What are Participation Pricing Structures? Delve into the various pricing structures for participations. Learn about pricing models, fee arrangements, and deal structure.

  • What are typical Reporting Requirements? Understand the reporting requirements associated with participation agreements. We'll cover the necessary financial reporting, ongoing monitoring, and the documentation needed for a successful participation.

Speakers:

• Jacob Ladner - Chief Executive Officer, Thirdmark Capital
• Jacob Ladner moved into his role of Chief Executive Officer for Thirdmark Capital in 2021 after more than a decade with Interstate Billing Service, where he served as vice president of sales and client experience. During that time, Ladner helped the company achieve tremendous growth with clients in 44 states and Canada – all valuable experience seeing firsthand how factoring provides powerful solutions for business growth. Ladner is a graduate of the University of North Alabama, where he earned a bachelor of science in history. He and his wife have three children.

Fee:

This webinar is FREE for IFA Members and Ally Members. ($100for 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: Caesars Republic, Scottsdale, AZ

The Schedule: September 9-11, 2024

• Monday Welcome Reception: 5:00pm - 6:30pm
• Tuesday Meeting: 7:30am - 4:00pm
• Tuesday co*cktailSocial: 5:00pm - 6:30pm
• Wednesday Meeting: 7:30am - 12:00pm

Accommodations:

• A special rate at the Caesars Republic of$269 has been negotiated for this event.
• Rooming information and booking link will be emailed to registered attendees.
• Limited availability. Room block expires on August 16, 2024.

Fee:

The fee for this meeting is: $1,095 (IFA Members Only)
Meeting attendees must have a minimum of 2 years Factoring experience.
The Transportation Meeting is limited to 4 attendees per Factoring company.

We recommend registering early, as this meeting is limited in attendance and has sold out in the past. Attendance for Non-FactoringCompanies is limited to exhibitors and sponsors.

The meeting will run from 7:30am - 4:00pm on Tuesdayand 7:30am - 12pm on Wednesday. There is a Welcome Reception on Mondayevening from 5:00pm - 6:30pm and a co*cktail Reception on Tuesdayevening from 5:00pm - 6:30pm. The registration fee includes tuition, course materials, breakfasts, coffee breaks, Tuesdaylunch, 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.

The Schedule:

• Wednesday, September 18, 2024: 11am - 12pm PDT

Speaker:

• Vince Mancuso - Managing Director, Haversine Funding
• Vince Mancuso serves as the Managing Director at Haversine Funding, where he joined the team in early 2024. With a career spanning over 25 years in commercial finance, Vince brings a wealth of expertise to his role. His responsibilities encompass overseeing underwriting, nurturing crucial lender finance client relationships, expanding our network and industry partnerships, and playing a key role in shaping our 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 (IFA), underlining his commitment to advancing the commercial finance industry. He actively collaborates with organizations like the IFA and Secured Finance Network (SFNet), driving educational initiatives and fostering mentorship programs to nurture emerging talent within the sector.

Fee:

This webinar is FREE for IFA Members and Ally Members. ($100for non-members)
A unique participant ID will be sent to all attendees.

NEXGEN Leadership Summit

This event will bring together the brightest young professionals in the factoring industry. Over the course of this summit, 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 leadership workshops 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.

Networking with peers promises to provide an invaluable opportunity to make connections across international borders and a wide array of roles. 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.

The Venue: The Driskill, Austin, TX

The Schedule: October 7-9, 2024

• Monday Welcome Reception: 5:30pm - 7:00pm
• Tuesday Meeting: 7:30am - 4:30pm
• Tuesday co*cktailReception: 5:30pm - 7:00pm
• Wednesday Meeting: 8:00am - 12:00pm

Accommodations:

• A special rate at The Driskillof$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 6, 2024.

Fee:

The fee for this meeting is: $495 (IFA Members & Ally Members Only)
Meeting is limited to 3 attendees per company

The meeting will run from 7:30am - 4:30pm on Tuesdayand 8am - 12pm on Wednesday. There is a Welcome Reception on Mondayevening from 5:30pm - 7:00pm and a co*cktail Reception on Tuesdayevening from 5:30pm - 7:00pm. The registration fee includes tuition, course materials, breakfasts, coffee breaks, Tuesdaylunch, Welcome Reception andTuesday Reception.

The Schedule:

• Wednesday, October 23, 2024: 11am - 12pm PDT

Speakers:

• Bill Neville - Business Development Manager, The Entrust Group
• Bill Neville joined The Entrust Group over 14 years ago through his initial role as Manager of Operations for the company’s franchise program. When the program was discontinued, Bill stepped up to the task of managing the Compliance and Internal Audit departments. With a keen eye for detail and gaining valuable insights into the IRA industry, Bill kept Entrust’s educational programs and internal processes in line with industry regulations. Bill actively takes pride in the company’s growth and success and is currently the Business Development Manager for Entrust’s San Francisco Bay Area office.

Fee:

This webinar is FREE for IFA Members and Ally Members. ($100for non-members)
A unique participant ID will be sent to all attendees.

2025Presidents & Senior Executives Meeting

Presidents and Senior Executives of factoring organizations have unique needs. One of the best ways to help with your strategic planning is to spend time discussing those issues with other Presidents and Senior Executives in the factoring industry. This meeting is designed to facilitate that discussion.

The second component of our meeting will concentrate on networking. We will begin on Wednesday evening with a Welcome Reception. Breakfast and lunch will be held together to give you a chance to network with the other attendees. Dinner on Thursday evening will also be included.

The Venue: Solaz, a Luxury Collection Resort - Los Cabos, Mexico

The Schedule:

• January 29 - 31, 2025

Some of the Topics Covered:

• State of the Industry
• Marketing
• Negotiations
• How to Generate Business in 2025
• Regulations
• Planning for the Future
• FundingOptions
• New Products
• Legal Issues
• Staffing
• Cybercrime
• Supply Chain Issues & Stressors
• Technology
• Additional Topics TBA

Moderators:

• Jay Atkins - President, Seacoast Business Funding - a division of Seacoast Bank
  Jay is a 30 year Commercial Finance Executive, holding titles as CEO or President within the Factoring industry for the last 20 years. Jay currently serves as President of Seacoast Business Funding.
• Matt Begley - COO/CFO,Republic Business Credit, LLC
• As a member of the board, Matt leads client management staff across Republic's suite of products, bringing more than 20 years of middle market lending experience including being the CEO & founder of a nationwide commercial finance company, Division President of a Fortune 100 firm. Matt serves as a board member of the Secured Finance Network and its California Chapter of the SFnet. Matt has a BA from Cal Poly San Luis Obispo and an MBA from Pepperdine University. Matt resides in California with his family.

Guest Speakers:

• TBA

Accommodations:

• Room block information will be sent to attendees after registration.

Fee:

The fee for this meeting is $1,495 (IFA Members Only). This meeting is limited to twoattendees per company. Attendees must have a minimum of five years' experience in Factoring and havea Senior Executive level position.

To register for any of these events,

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

Here at IFA, your well-being is our top priority. We completely understand that your health and circ*mstances can change, which is why we've got a modern and flexible cancellation policy in place.
Health-related cancellations: If you decide not to attend an in-person event due to a documented health concern, you won't face any cancellation fees. Instead, you'll receive a full account credit for the attendance fees paid.
Non-health-related cancellations: If you need to cancel your attendance for reasons unrelated to health, on or before 30 days prior to the event, an account credit for the attendance fees paid, minus a 20% cancellation fee, will be applied to your account. If you cancel within 30 days of the event, no refunds will be issued. However, you may freely substitute attendee names from your organization without any penalty.
Please make sure to review the specific cancellation policies for each event listed, as they may have unique terms and may supersede the cancellation policies stated above.
One more thing to keep in mind: If you have unused account credits sitting on your account for more than two years, they will be considered contributions to our organization and will no longer be available to you for use.

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.