Roundtable Sessions:
Sales Executives Roundtable:
The Sales Executive’s Roundtable is designed for thought leaders shaping the future of origination in the factoring industry. This roundtable focuses on networking and sharing among industry thought leaders who directly or indirectly manage the origination efforts of the business, with a focus on sharing best practices among peers. Deeper dives into specific topics such as the recruiting market and motivational techniques for business development officers will be discussed. Whether you are looking to better educate, adapt to changing market trends, gut check the health of your origination strategy, train and/or mentor an existing sales team or are developing an origination program, the Sales Executives Roundtable provides solutions to build and maintain a sustainable and successful sales practice and strategy.
Key topics to be explored during this Roundtable:
• Maintaining Growth Targets
• Selling Success
• Creating Successful Company Culture
• Developing (Not Just Recruiting) Top Talent
• Transformation of the Origination Model on the Horizon
Who Should Attend: The Sales Executive’s Roundtable is ideal for Owners, Principals, Presidents, CEOs, National Sales Managers, and other company leadership with sales management responsibilities.
Moderators:
Greg Salomon - President, Oxygen Funding
Greg’s entire 25-year career has been in the non-Prime Lending space, predominantly with publicly traded companies and well-established Factoring Companies. Throughout his career, he has generated hundreds of millions in revenue for these organizations. Greg has a Bachelor of Science in Management and a minor in communication from Fresno State.
Skylar Lane - Senior Vice President ABL & Factoring, Goodman Capital Finance
Skylar Joined Goodman in 2017. With 15 years of industry experience ranging from underwriting and operations to sales and sales management. Skylar has a vast experience working with businesses in many industries, with his main motivation being to help his clients become as prosperous and successful as possible.
NEXGEN Leadership Roundtable:
The NEXGEN Leadership Roundtable will bring together the brightest young professionals in the factoring industry. Over the course of the 2 days, 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 moderators 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. 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. This group of attendees is not just a collection of individuals; it is a collective force shaping the future of leadership and influence.
Who Should Attend: The NEXGEN Leadership Roundtable is ideal for young professionals who want to stay ahead of the curve and thrive in the commercial finance industry.
Moderators:
Robert Center - Sr. Relationship Manager, Quasar Capital
Robert joined the Quasar team as an account manager with the goal of becoming a trusted advisor to individual clients and small businesses. He excels in recommending high-impact solutions that help small businesses achieve profitability and individual clients reach their goals. After spending nearly a decade working in corporate relocation servicing clients worldwide, Robert knows what it truly means to deliver exceptional client experiences—and it’s all about building meaningful relationships. It’s how well you connect with the heart-beating people you’re trying to help and communicate your understanding back to them. Robert’s upbeat and compassionate demeanor has enabled him to be successful in working with individual clients in stressful periods of life. He is a strong team-builder and motivator who leads by example and improves productivity among the team by simplifying processes and tapping into his expertise in the modern tools that we all use daily.
Trishaala Ninan - Director of Marketing, REV Capital
Trishaala Ninan specializes in strategic planning to rapidly grow B2B companies with over a decade of marketing and corporate communications experience across several sectors including Real Estate, Retail, and Finance. Trishaala’s expertise in the marketing industry and her ability to adapt effectively and efficiently has proven to be a huge asset to REV Capital and the factoring industry. As Co-Chair of the NEXGEN committee and through her industry involvement, Trishaala seeks to continue involving young talents and women within the factoring space.
Wallace Vaughan - Chief Executive Officer, FactorCloud LLC
Wallace Vaughan has spent 15 years working in the finance sector, with most of that time focusing on driving efficiencies through technology. His last role was as Head of Enterprise Risk at Global Payments Inc, and before that he was a Senior Manager in the financial services consulting practice at EY, where he was standing up carve-outs and mergers of large multinational financial services institutions. After years of dealing with SaaS vendors, his biggest asset is understanding what clients need and how to get it to them quickly. As a member of the NEXGEN committee, Wallace is well positioned to make sure that the technology being developed aligns with the real world needs of factors trying to execute.
Small Factors Roundtable:
As new challenges arise, it is important that Factors collaborate together to overcome obstacles and remain successful in today's changing environment. The Small Factors Roundtable provides a dynamic and thought-provoking platform for companies operating with lower capital deployment per invoice, spanning across a diverse range of industries. Attendees will connect and share experiences with others that provide this type of financing, fostering collaboration among industry peers.
This event will bring together an array of industry experts, business leaders and those newer to the industry to explore the dynamic landscape of small ticket factoring and shed light on the invaluable role Factors play in this domain. The emphasis of this roundtable will be on peer-to-peer discussions and networking. Discussions will delve into the specific advantages and strategies employed by Small Factors to address the financing needs of businesses of all sizes.
Emerging market trends will be identified in order to tap into the potential where Small Factors can thrive, such as serving underserved markets, startups and niche industries. Discussion of successful marketing techniques and portfolio management strategies to attract new clients, retain existing ones, and drive sustainable growth will take place. We will also explore how Small Factors leverage technological advancements to streamline processes, enhance efficiency and improve the overall client experience, while remaining nimble and responsive. This roundtable will explore the path ahead for Small Factors and assist you with adapting and prospering in an ever-changing industry.
Key topics to be explored during this Roundtable:
- What the future holds for Small Factors
- New tools to streamline your operations
- Best practices throughout the industry
- Operational processes and procedures for small and lean offices
- Funding sources
- Commercial, sales, and marketing strategies
- Negotiating with a larger Factor (ie: Participations, PO, Buyouts)
- Dealing with Junior Creditors and MCAs
- Securing subordinations and working with the SBA
- Red Flags - Detecting frauds and avoiding losses
- Contingency Planning - How to make sure you are prepared in the event of a disaster
- Overcoming challenges
- You took a hit...now what?
Who Should Attend: The Small Factors Roundtable is ideal for Small Factor owners and professionals who are entrepreneurial in nature and involved in the day-to-day functions of their factoring organization.
Moderators:
Melissa Donald - President, BAB² Ventures
Melissa Donald started her career in commercial collections after college, working her way from secretary to manager of the company. In 2001, a recruiter for a small start up factoring company asked her if she knew what factoring was. Her answer: "That has something to do with invoices, right?". She was hired on the spot. Three months later, she was promoted to Operations Manager, managing a portfolio of construction receivables when no one knew what a mechanic's lien was. Her learning curve was a race straight up hill. She spent the next 4 years on airplanes and in court rooms learning all the things not to do. In 2007, with the backing of the lead investor of that failed company, Melissa went out on her own, not with the intention of changing the world, but with the intention of teaching the local business community about the financial power of the factoring tool - regardless of the dollar amount. Armed with the knowledge that a business owner who needs 5K is just as important as a business owner who needs 50K or 100K, she built a grassroots network of people who have come to know her as the go-to "lady who does that weird finance stuff". That network has helped her build her factoring company 100% by personal referral.
Amanda Villarreal - Managing Member, PLEX Capital, LLC
Amanda J. Villarreal is a respected business leader and entrepreneur with a strong commitment to empowering small and mid-sized businesses through access to alternative capital. As the Founder and CEO of PLEX Capital, she leads a company that provides accounts receivable financing to help entrepreneurs improve cash flow and scale their operations—particularly those who may face barriers within traditional financial systems. Before founding PLEX Capital, Amanda spent 12 years helping build a startup finance firm from the ground up. As the company’s first employee, she helped develop the operational framework, expand into new markets, and build strong internal teams. Her leadership was instrumental in shaping a company that experienced significant and sustained growth. Today, Amanda leverages that experience to lead PLEX Capital in serving clients across industries such as construction, staffing, janitorial services, and other B2B professional services. Her ability to build trusted relationships and deliver tailored funding solutions has positioned PLEX as a key resource for business owners navigating growth and cash flow needs.
Roundtable Summit Legal Counsel:
David Jencks, Esq. - Attorney, Jencks Law
David is an attorney that has been practicing for 25 years in the areas of transportation and transportation finance. He also specializes with consulting for Small Factors. 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.
Guest General Session Speaker:
Merit Kahn, CSP - Sales Strategist, Emotional Intelligence Expert
For 20+ years Merit has helped leaders and teams sell smarter, lead stronger, and unlock the magic where Emotional Intelligence meets AI. Great leaders don’t always have the answers—but they always have the right questions. In this bold, refreshingly real session, you’ll learn how the smartest leaders influence with inquiry, spark meaningful dialogue with their teams, and use both AI and Emotional Intelligence to guide conversations that move people to action.
- Master the art of asking questions that spark action—not eye-rolls.
- Create a culture of curiosity that fuels innovation and accountability.
- Use AI and EI to guide smarter conversations and better decisions.
Sponsors:
Sponsorships are now available for the 2025 IFA Roundtable Summit. Don’t miss this unique opportunity to showcase your brand to a highly targeted audience of factoring professionals participating in the Sales Executives, NEXGEN Leadership, and Small Factors Roundtables. As a sponsor, you'll gain visibility through event signage, marketing materials, and direct engagement with attendees. Click here to secure your sponsorship today.
Rooming information and booking link will be emailed to registered attendees.