2017 Presidents & 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 Venue: Casa de Campo Resort- La Romana, Dominican Republic

The Schedule:

• Thursday & Friday, January 26th  & 27th, 2017

Learning Objectives:

We will be discussing specific topics that are of concern to Senior Executives. Some of the topics that we will concentrate on are:

• State of the Industry
• Marketing
• Negotiations
• How to Generate Business in 2017
• Regulations
• Additional Topics TBA

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.

Moderators:

• Mick Goik - President & COO, Crestmark Bank
  Since joining Crestmark in January 2003, Mick Goik has had many roles, including: underwriter, credit officer, manager of the new business group, and new product development manager. In 2008, Mick was promoted to Director of Finance and Accounting, and subsequently gained responsibility for the IT Department. His creativity in finding financial solutions, and his keen ability to analyze financials and develop budgets has made him a huge asset to the company, and as such, Mick has led several recent mergers and acquisitions for Crestmark. In 2012, he assumed the role of President and Chief Operating Officer. Prior to starting at Crestmark, Mick worked for GE Capital out of Chicago and Michigan, taking on the roles of Underwriting and Sales, and held Senior Auditor positions at Heller Financial, Congress Financial, and Fremont Financial. Mick graduated with honors from Ferris State University with a Bachelor’s in Accounting and Finance, and recently won Crain’s Detroit Business 40 Under 40 Award, and is active in local community groups; as Chairman of the Clarkston 5436 Knights of Columbus, Cub Master of Clarkston BLE Pack 341, and Little League baseball coach.
• Stephen Johnson - President, J D Factors
  Stephen is president of J D Factors, which he co-founded in 2000. With 10 offices in the U.S. and Canada, J D factors provides factoring of accounts receivable for small- and medium-size businesses throughout North America. Prior to starting J D Factors, he was with another factoring company and various banks for about 25 years. Johnson graduated from the University of Redlands, with a B.S. in mathematics. He is currently serving on the CFA’s Executive Committee and Board of Directors, and also serves on the boards of a credit union and university.

Legal counsel will be provided by:

• Michael Ullman, Esq. - Principal - Ullman & Ullman, P.A.
  Mike graduated from Nova Law School Cum Laude in 1979, is a member of the Florida Bar and has been admitted pro hac vice in courts and arbitration proceedings throughout the country. Ullman & Ullman, P.A., formed in 1980, specializes in all forms of commercial transactions, litigation and arbitration. Mike is co-counsel to and has lectured for the IFA for over a decade and has published numerous articles including: Factoring Specialized Industries and Stories From the Trenches.
  
  Bob Zadek, Esq. - Buchalter, Nemer
  Bob is one of the premier attorneys and an expert in the field of factoring. An attorney with the San Francisco office of Buchalter Nemer, 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.

Guest Speaker:

• Kristen Hadeed - Founder - Student Maid
  Over the last nine years, Kristen Hadeed has challenged the millennial status quo and learned what it takes to bring out the best in people. At 19, she launched a company that has now employed hundreds of millennials and is known for its industry-leading retention rate and culture of trust, accountability and empowerment. Many of her former employees have gone on to run their own businesses and have received highly-sought after positions in companies around the world. Kristen now spends most of her time helping organizations across the country make a lasting, meaningful impact on people by creating environments in which they thrive. Kristen and her company, Student Maid, have been featured by news outlets including PBS, FOX and Forbes. Her first TED Talk has received more than two million hits on YouTube.

Accommodations:

• A special rate at the Casa de Campo has been negotiated:
• $305 for an Elite Patio room. Larger room types are also available.
• Reserve a room online here:
  • Online Reservations
• Room block subject to availability.

Fee:

The fee for this meeting is $1195 (IFA Members Only)

Note: Attendees must have a minimum of five years experience in the Factoring Industry

On Line Registration 
or 
info@factoring.org 
or 
call 1-805-773-0011 for more information