25th Annual Factoring Conference 2019 | International Factoring Association | 3 April 2019 | Grand Hyatt, 1 Market Pl, San Diego, CA 92101, USA

FRA’s Mastering Client Services and RFPs for Institutional Investors is the leading event for learning and networking with client service professionals. Every year financial services executives come to gain new insights into the latest challenges and techniques for effective communication with consultants and prospective clients as well as best practices for successfully maintaining client relationships. This year's theme is how to become more effective through improved efficiency and customization. If you are looking for a sophisticated dive into client services and writing RFPs or new to this field this year’s event is not one you will want to miss.

2019 Speakers

Erik Wahl
Artist and Consultant on the Creative Process, The Art of Vision

Simon Anderson
Futurist, Venture Foresight

John Caruthers
Supervisory Special Agent, FBI

Craig Borchardt
Enterprise Account Executive, PhishLabs

Trevor Weyland
Area Senior Vice President, Gallagher

Charisse Castagnoli
General Manager, Instapay Flexible LLC

Pat Haney.
Group President, Crestmark Bank

Cole Harmonson
Chief Executive Officer, Far West Capital

Gen Merritt-Parikh
President, Allied Affiliated Funding

Kwesi Rogers
President & Chief Executive Officer, White Oak Business Capital

Allen Frederic
Vice Chairman, Republic Business Credit

Cynthia Hetherington, CFE
President, Hetherington Group

Brian Center
Principal Advisor and Credit Officer, Liquid Capital Corp

Tania Daniel
Managing Director, ENGS Commercial Capital

Gina Mackenzie
Business Development Officer, CapFlow Funding Group

Laurie Montplaisir, Esq.
Attorney, Robbins, Salomon & Patt, Ltd.

Pedro Armada, CFE
Founder and President, Armada Risk Consulting

Nick Baguley
Chief Executive Officer, Front Analytics

Justin Dickerson
Academic Program Director, Western Governors University

Bud Crawford
President, PrimeArc Capital LLC

Kim Winters
Senior Vice President (Underwriting, Credit & Collections), Triumph Business Capital

Alan Atchley
President of Factoring, Amegy Bank Business Credit

Eric Belk
Vice President, Match Factors, Inc.

Mark Baker
Senior Vice President of Sales, BAMfi, LLC

Lanre Bakare
Chief Executive Officer, Factoring & Supply Chain Finance Limited

Simon Featherstone
Non-Executive Director and Advisor, Latam Factors Servicios Financieros

Md. Moniruzzaman
Senior Assistant Vice President, LankaBangla Finance Limited

Çağatay Baydar
General Manager, TEB Faktoring

Steve Kurtz, Esq.
Attorney, Levinson, Arshonsky & Kurtz

Heather Villa
Managing Director, International Factoring Association

Congressman Gregory W. Meeks (D-NY)
Chairman of the Subcommittee on Consumer Protections and Financial Institutions of the House Financial Services Committee, U.S. Congress

Elliot Eisenberg, Ph.D.
Economic Expert, GraphsandLaughs, LLC

Bob Zadek, Esq.
Attorney, Buchalter

Carol Van Cleef, Esq.
Attorney, LeClairRyan

Paula Hope
Coach, Author, Paula Hope

David Jencks, Esq.
Attorney, Jencks & Jencks

AmyK Hutchins
Speaker. Author. Trainer. Business Strategist., AmyK Hutchins

Cliff Eisenberg
Chief Executive Officer, Interstate Capital Corporation

Glen Shu
President, Bay View Funding

Bret Schuch
Executive Vice President, Goodman Capital Finance

Paul Schuldiner
Senior Vice President, Rosenthal & Rosenthal

Jan Bellah
Senior Vice President, Triumph Business Capital

Gail Winther
Senior Account Executive, Tradewind, Inc.

Robyn Barrett
Managing Member, FSW Funding

Steve McDonald
President, Global Merchant Fund, Corp.

Mike Ullman, Esq.
Attorney, Ullman & Ullman, P.A.

Scott Coffey
President & Chief Executive Officer, Exchange Capital Corporation

Jim Cretella, Esq.
Attorney, Otterbourg, P.C.

Lori Eropkin, Esq.
Attorney, Levinson Arshonsky & Kurtz, LLP

Jason Medley, Esq.
Attorney, LeClair Ryan, PC

Jared Ullman, Esq.
Attorney, Ullman & Ullman, P.A.

Harvey Friedman
Chief Operating Officer, Lenders Funding

Melissa Donald
President, LDI Growth Partners, LLC

Darrell Fleck
Managing Partner, RMJ Capital

David Jencks, Esq.
Attorney, Jencks & Jencks, P.C.

Jeffrey Alpert, Esq.
Partner, Torkin Manes LLP

Michael Beeforth
Partner, Dentons

Mark Redinger, Esq.
Partner, Dickinson Wright LLP

Oscar Rombolà
President, Accutrac Capital Solutions ITC

Bert Goldberg
Executive Director, International Factoring Association

2019 Sponsors & Exhibitors

WELCOME RECEPTIONSPONSORS:
• Triumph Business Capital
• Triumph Commercial Finance

DESSERT RECEPTION:
• Tax Guard

THURSDAY EVENING RECEPTION CO-SPONSORS:
• Lenders Funding
• Saint John Capital
• Crestmark Bank

GOLF TOURNAMENT SPONSOR:
• Wells Fargo Capital Finance - Lender Finance Division

SESSION SPONSORS:
• Hovde Group
• IFA Canada

TOTE BAGS:
• Commercial Finance Consultants

WIRELESS INTERNET:
• Ansonia Credit Data

LANYARDS:
• Gulf Coast Business Credit

THURSDAY WSJ DELIVERY:
• Global Merchant Fund

SMALL FACTORS LUNCH:
• FactorFox Software, Inc.

FLASH DRIVE:
• First Tennessee Bank

THURSDAY BREAKFAST:
• TAB Bank

NETWORKING LOUNGE:
• Breakout Capital

SESSION SPONSOR - SENIOR EXECUTIVES ROUNDTABLE:
• Credit2B

FACTORING CONFERENCE APP:
• Robbins, Salomon & Patt, Ltd.

FLOOR DECALS:
• The Interface Financial Group

THURSDAY COFFEE BREAK:
• Ullman & Ullman, P.A.

HAD SANITIZERS:
• Far West Capital

TRANSPORTATION LUNCH:
• FirstLine Funding
• Jencks & Jencks, P.C.

CLOSING EVENT:
• Brookridge Funding
• Levinson, Arshonsky & Kurtz, LLP

SMALL FACTORS ROUNDTABLE:
• Hitachi Business Finance

YOUNG PROFESSIONAL ROUNDTABLE:
• Otterbourg, P.C.

WOMEN IN COMMERCIAL FINANCE ROUNDTABLE:
• CapFlow Funding Group
• ENGS Commercial Finance Co.

EXHIBITORS:
• 3i Infotech
• 50 Words Marketing
• ABF Journal
• ABLSoft
• Accounts Receivable Insurance (ARI)
• AI Assist
• Alleon Healthcare Capital
• Ansonia Credit Data
• Artis Trade Systems, LLC
• Aurous Financial Services LLC
• Axos Bank
• Breakout Capital
• CapitalPlus Construction Services
• Capitol Lien
• Centreviews
• CNH Finance
• Commercial Finance Association
• Commercial Finance Consultants
• Corp2000
• Credibly
• Credit2B, a division of Billtrust
• Creditsafe USA, Inc.
• CSC
• Cync Software
• Decipher Credit Solutions
• Decision Logic
• EDA by Randall-Reilly
• Elevate Funding
• ePaymentAmerica
• Equiniti Riskfactor
• FactorFox Software, Inc.
• Factors Network
• FactorView
• Finvoice
• First Corporate Solutions
• Gemini Finance Corp.
• HPD Software
• HubTran Inc
• Jay, Cobb & Marley
• Monterey Financial Services, LLC
• Newtek Business Services
• Park National Bank
• ProfitStars
• Rapid Finance
• TAB Bank
• Tamarack
• Tax Guard
• Techila Glabal Services LLC
• Thomson Reuters
• Truckers B2B
• Unisearch, Inc.
• Working Capital of America - Construction Factoring