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: Loews Chicago Hotel, Chicago, IL
The Schedule: September 8-10, 2025
- Monday Welcome Reception: 5:00pm - 6:30pm
- Tuesday Meeting: 7:30am - 4:00pm
- Tuesday Cocktail Social: 5:00pm - 6:30pm
- Wednesday Meeting: 7:30am - 12:00pm
Moderators:
Tom Croteau - Founder & CEO, OperFi
Tom Croteau has over 12 years of experience in Operations, Underwriting, and Management within the transportation factoring industry. He began his career in 2012 as VP of Operations at Single Point Capital, where he developed a strong expertise in factoring and transportation finance. An Air Force veteran, Tom founded OperFi in 2019 to provide working capital to small and medium-sized carriers and logistics companies, with a focus on supporting veterans and veteran-related causes. OperFi offers veteran discounts and donates a portion of its profits to veteran charities annually. Tom has been involved with the International Factoring Association (IFA) for the past 12 years, bringing valuable insights, particularly in Operations and Underwriting within the industry.
Grace Maher - Chief Operating Officer, OTR Solutions
Grace Maher is an influential leader and the Chief Operating Officer at OTR Solutions, where she has been a key figure since the company's inception in 2011. From a fledgling startup to a robust private equity-backed enterprise, Grace's journey with OTR has been fueled by an unwavering commitment to strategic leadership and continuous innovation within the transportation sector. Grace holds a Bachelor of Science in Business Management, with a Certificate in Accounting from the Georgia Institute of Technology, and is a Certified Account Executive in Factoring (CAEF) accredited by the International Factoring Association. Her contributions to the team and focus on building a winning culture have been integral to OTR Solutions being recognized as a Top Place to Work by the Atlanta Journal-Constitution for seven consecutive years. Grace Maher remains a formidable leader in logistics, dedicated to transforming the landscape through innovation, advocacy, and an exemplary commitment to excellence in service.
Bryan Alsobrooks - President, Phoenix Capital Group
Bryan has over 30 years commercial finance experience and more than 20 years in the transportation industry. He is active with the International Factoring Association and has served as past Chairman and Vice Chairman for the North American Credit Manager’s National Transportation Credit Group. Bryan received a Bachelor of Business Administration degree from Austin Peay State University. Phoenix Capital Group is a wholly-owned subsidiary of Gulf Coast Bank & Trust Company and is a nationally recognized provider of working capital solutions to small- to medium-sized transportation companies. Financing solutions include asset-based lending, accounts receivable financing and factoring, equipment financing and fuel card services. They are headquartered in Scottsdale, Arizona, with additional offices in California, Texas, Alabama and Tennessee.
Legal Counsel:
David Jencks, Esq. - Attorney, Jencks Law, P.C.
David is an attorney that has been practicing for 25 years in the areas of transportation and transportation finance. He represents Factors and transportation companies in transactional and litigation matters. He is a member of the Transportation Lawyers Association and co-general counsel to the IFA.
This meeting will feature an exhibit hall with vendors that provide goods and services to the Transportation Factoring industry. More information can be found here. Email info@factoring.org for inquiries on exhibit booths and sponsorships. Limited spots are available.
Accommodations:
- A special rate at the Loews Chicago Hotel of $329 has been negotiated for this event.
- Rooming information and booking link will be emailed to registered attendees.
- Limited availability. Room block expires on August 7, 2025.
Fee:
The fee for this meeting is: $1,145 (IFA Members Only). Meeting attendees must have a minimum of 2 years Factoring experience.
The Transportation Meeting is limited to 3 attendees per Factoring company. If you would like to register more than 3 attendees, please email info@factoring.org for additional attendees to be placed on the wait list. Additional attendees can register after July 1st depending on space availability in the meeting.
We recommend registering early, as this meeting is limited in attendance and has sold out in the past. Attendance for Non-Factoring Companies and Ally Members is limited to exhibitors and sponsors.
The meeting will run from 7:30am - 4:00pm on Tuesday and 7:30am - 12pm on Wednesday. There is a Welcome Reception on Monday evening from 5:00pm - 6:30pm and a Cocktail Reception on Tuesday evening from 5:00pm - 6:30pm. The registration fee includes tuition, course materials, breakfasts, coffee breaks, Tuesday lunch, Welcome Reception, Tuesday Reception and entrance to exhibit hall.