If you are a new factor company, an individual new to factoring, or just wish to brush up on your knowledge, the Factoring Essentials course will provide you with the background you need to be a successful factor. You have the option of attending this class in-person or online. The online attendee will be in a live classroom setting with speaker interaction.
The Venue: Arizona Biltmore - Phoenix, AZ
The Schedule:
- Wednesday, May 12, 2021: 8am - 4pm Pacific Time Zone
Learning Objectives:
- Factoring Defined
- Contract Basics
- Uniform Commercial Code
- How to Find Clients
- Underwriting and Credit
- Notifications and Verifications
- The Daily Business Flow
- Ending the Relationship
Instructors:
- George Thorson - Executive Vice President, Triumph Business Capital
- George has more than 36 years of experience in commercial finance including factoring, asset based lending, business evaluations, loan work out and field auditing. Prior to joining Triumph Business Capital, George was a principal in Collateral Risk Management, Inc. and Credit Support International. George continues to serve as an industry expert and peer educator for the International Factoring Association and the National Association of Credit Managers. George received a B.S. in Accounting from St. Cloud State University, and is an IFA Certified Account Executive in Factoring (CAEF).
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- Gen Merritt-Parikh - President, Haversine Funding
- Gen Merritt-Parikh is the President of Haversine Funding. She was named a Top Female Executive by Addison Magazine in 2015. Under her leadership, in 2016, her former company was ranked one of the Best Places to Work by The Dallas Business Journal. In 2018, as President of Allied Affiliated Funding, she led the company to a successful sale to a nationally chartered bank where she continued to manage that line of business for the bank. Previously, Gen has worked in the factoring and asset-based lending space in escalating roles since 1995 with companies including Liquid Capital, Comresco Capital and Guaranty Business Credit. She holds a Bachelor of Arts degree in Business and Economics from the University of Texas at Dallas, serves on the Factoring Committee for the Secured Finance Network and holds the Subject Matter Expert designation by the International Factoring Association, having helped develop the first factoring certification program for the industry. She joined Haversine Funding in 2020 and currently resides in the Dallas metroplex with her husband and two sons.
Legal counsel will be provided by:
- Jim Cretella, Esq. - Attorney, Otterbourg, P.C.
- Jim Cretella is a Member of the firm’s Banking and Finance Department. He represents institutional lenders, factoring companies and specialty lenders, as well as borrowers, in a variety of asset based lending, specialty finance and other corporate transactions. Mr. Cretella has worked on financing transactions covering a wide range of industries, including staffing, transportation, oil and gas, refactoring and government contracting. He has extensive experience in supply chain and other trade finance transactions, including off-balance sheet receivable purchase facilities.
Accommodations:
- A special rate at the Arizona Biltmore starting at $259 has been negotiated for this event.
- You can reserve a room online by clicking here
- Room block expires on April 26, 2021.
Fee:
The fee for this meeting is $495 ($545 for Non-Members).
This is an add-on training class to the IFA Annual Factoring Conference. You do not need to be registered for the IFA Annual Factoring Conference in order to register for this additional training class. For information can be found at: www.factoringconference.com
The meeting will run from 8am - 4pm. The fee includes tuition, course materials, continental breakfast, coffee breaks and lunch. With the exception of meals, because of the hybrid interaction, the in-person and virtual attendee will have a similar experience during this training class. Virtual attendees will be in a live online classroom environment where they can pose questions to the speaker throughout the class. Price is per attendee. A unique participant ID will be sent to all virtual attendees.