Presidents and Senior Executives of 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 Presidents and Senior Executives in the factoring industry. This meeting is designed to facilitate that discussion.
The second component of our meeting will concentrate on networking. We will begin on Wednesday evening with a Welcome Reception. Breakfast and lunch will be held together to give you a chance to network with the other attendees. Dinner on Thursday evening will also be included.
The Venue: Solaz, a Luxury Collection Resort - Los Cabos, Mexico
The Schedule:
Some of the Topics Covered:
- State of the Industry
- Marketing
- Negotiations
- How to Generate Business in 2025
- Regulations
- Planning for the Future
- Funding Options
- New Products
- Legal Issues
- Staffing
- Cybercrime
- Supply Chain Issues & Stressors
- Technology
- Additional Topics TBA
Moderators:
- 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.
- Matt Begley - COO/CFO, Republic Business Credit, LLC
As a member of the board, Matt leads client management staff across Republic's suite of products, bringing more than 20 years of middle market lending experience including being the CEO & founder of a nationwide commercial finance company, Division President of a Fortune 100 firm. Matt serves as a board member of the Secured Finance Network and its California Chapter of the SFnet. Matt has a BA from Cal Poly San Luis Obispo and an MBA from Pepperdine University. Matt resides in California with his family.
Legal Counsel:
- Michael Ullman, Esq. - Principal, Ullman & Ullman, P.A.
Mike graduated from Nova Law School Cum Laude in 1979, is a member of the Florida Bar and has been admitted pro hac vice in courts and arbitration proceedings throughout the country. Ullman & Ullman, P.A., formed in 1980, specializes in all forms of commercial transactions, litigation and arbitration. Mike is co-counsel to and has lectured for the IFA for over a decade and has published numerous articles including: Factoring Specialized Industries and Stories From the Trenches.
- Bob Zadek, Esq. - Of Counsel, Buchalter
Bob is one of the premier attorneys and an expert in the field of factoring. An attorney with the San Diego office of Buchalter, he handles loan documentation, trade finance and letters of credit, loan workouts and bankruptcy. He is a past Chair of the Commercial Financial Services Committee of the Section on Business Law of the American Bar Association, and was a founder and Chair of its Subcommittee on Loan Documentation.
Guest Speakers:
Accommodations: Room block information will be sent to attendees after registration.
Fee: The fee for this meeting is $1,495 (IFA Members Only). This meeting is limited to two attendees per company. Attendees must have a minimum of five years' experience in Factoring and have a Senior Executive level position.
The meeting will run from 8am - 4pm on Thursday and 8am - 1pm on Friday, with a reception on Wednesday evening and a group dinner on Thursday Evening. The fee includes tuition, course materials, breakfasts, coffee breaks, luncheons, Welcome Reception and the Thursday evening dinner.
Cancellation Policy: All cancellations received before December 1, 2024, will be given a full account credit or can be refunded minus a 10% cancellation fee. All cancellations received after December 1, 2024, regardless of the reason, will be given an account credit minus a 50% cancellation fee. No credits will be given after January 15, 2025. Attendee names can be substituted without a penalty as long as the new attendee has a minimum of five years' experience in Factoring and has a Senior Executive level position.