Operations Roundtable

Starts:  Oct 11, 2017 8:00 AM (PT)
Ends:  Oct 12, 2017 5:00 PM (PT)

The Venue: Planet Hollywood Resort and Casino - Las Vegas, NV

The Schedule:

  • Wednesday & Thursday, October 11th  & 12th, 2017

Operations personnel face a constantly changing environment. Effective companies ensure that their operations staff keep abreast of the latest trends and changes in the industry. This is an opportunity for operations personnel to learn by discussing relevant issues with others performing similar duties. This meeting is designed to educate through lectures and open discussions. 2 years experience in Factoring recommended.

Topics Include:

  • • Internal Controls (Segregation of Duties, Authority Levels, Information & Communication, Auditing New Deals);
  • • Legal Issues (Payroll Taxes, Tax Liens, Notifications, Debtor Bankruptcies, Buyout Agreements, Workouts);
  • • Staffing (Hiring, Training, Workload, Retention, Generational Gaps);
  • • Early Warning Signs;
  • • Efficiency/Scalability (Software, Technology, Add-ons, Onboarding Clients, The Digital World);
  • • Fraud;
  • • Human Resources (Hiring, Firing, Training, Work Load);
  • • Financial Statement Analysis (How to Read, Ratio Analysis, Anomalies);
  • • Software


    • Liz Evans - Vice President and Operations Manager, Gulf Coast Business Credit
      Liz serves as the Vice President and Operations Manager at Gulf Coast Business Credit. With more than 15 years of banking experience, Liz’s leadership skills are essential to the GCBC management team. She majored in finance at Louisiana State University and received her MBA from Southeastern Louisiana State University. In August 2013, Liz earned the Certified Account Executive in Factoring (CAEF) designation authorized by the IFA. She is also a Certified Internal Auditor (CIA).

  • Jennifer Letson - Chief Operations Officer, APEX Capital Corp.
    Jennifer started at Apex as an Auditor. In 2002 she moved into the role of Client Accounting Manager with 5 employees in the department. Today the department has approximately 65 employees and is responsible for all of the back-end processing of client’s receivables, including cash application. In the last 10 years through process automation, smart hiring and with an emphasis on training and development, productivity has improved by over 50% despite the significant rise in volume. From 2008 – 2011 Jennifer also worked as an Account Executive while maintaining her position as Operations Manager. Jennifer joined the Senior Leadership team in 2012 and in 2014 also began managing a small Product Development team. She currently heads up the Business Continuity Planning committee, event planning and participates in the Senior Leadership team. She earned a Bachelor degree in Economics from the University of Texas at Arlington and an MBA from Texas Christian University.

Legal Counsel:

  • Steve Kurtz, Esq. - Attorney, Levinson, Arshonsky & Kurtz
    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.

Guest Speakers:

  • 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.

  • Additional speakers TBA


  • A special rate at the Planet Hollywood of $149 has been negotiated for this event. There is also a $35/night resort fee. This includes use of the fitness center and internet access in your room.
  • You can make reservations by calling Planet Hollywood at 866-317-1829 and ask for the SMIFC7 rate.
  • Or you can reserve a room online by clicking here
  • Room block expires on September 10, 2017.

United Airlines:

  • United is the official airline of the IFA. If you call the United Reservations Meetings Desk at 800-426-1122 or go online at United Airlines, to book your reservations, you will receive a 5% discount off the lowest applicable discount fare. For all tickets issued through the United Meetings Reservations Desk, there will be a $25 per ticket service fee collected.
    Online use Offer Code: ZYFN760345
    If you call the Reservations Desk make sure to provide the Z Code ZYFN and Agreement Code 760345.


    The fee for this course is $895 ($945 for Non-IFA Members)

The meeting will run from 8:00am - 4:00pm on Wednesday and 8:00am - 4:00pm on Thursday, with a reception on Wednesday evening. The fee includes tuition, course materials, continental breakfasts, coffee breaks, luncheons and the Wednesday evening reception.

On Line Registration
call 1-805-773-0011 for more information


Planet Hollywood Resort and Casino
Las Vegas, NV