This webinar will cover how underwriting and ongoing due diligence must change as factoring clients grow or more complex carrier operations enter the Factor's portfolio. We will examine the key differences in risk profiles, including operational complexity, customer concentration, financial reporting, and exposure to market volatility.
The webinar will highlight how traditional small-fleet underwriting models can break down at scale and will provide practical guidance on adjusting credit analysis, monitoring practices, and stress testing for larger fleets. Attendees will come away with a clearer framework for identifying and monitoring risk and implementing underwriting approaches that properly scale with their clients’ size.
The Venue: Online Via Zoom
The Schedule: Wednesday, June 10, 2026: 11am - 12pm PT (Pacific)
Speaker: David Jencks, Esq. - Jencks Law, P.C.
David Jencks is an attorney with more than 25 years of experience in transportation and transportation finance. He represents factors and transportation companies in both transactional matters and litigation. David is a member of the Transportation Lawyers Association and serves as co–general counsel to the International Factoring Association. For nearly two decades, he has been a featured keynote speaker at the IFA’s Annual Conference and its Transportation Factoring Meeting. He has also led numerous trainings and webinars on all facets of transportation factoring, including account management, credit, technology issues, fraud prevention, risk management, problem-load resolution, billing practices, and legal compliance.
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.