Factoring Conference Factoring Conference

Date Activity Location Time
Wednesday, May 9 Golf Tournament Miami Beach Golf Club 6:30 am - 2:00pm
Factoring Essentials Splash Room 13-14 8:00am - 4:00pm
  South Beach Food Tour Miami Beach 10:00am - 2:00pm
Young Professionals Reception Splash Room 9-10 4:30pm - 5:30pm
Triumph Welcome Reception Ocean Lawn 5:30pm - 7:30pm
Thursday, May 10 Thursday Reception Ocean Lawn 5:30pm - 7:30pm
Tax Guard Dessert Reception Splash Room 9-12 9:00pm - 11:00pm
Friday, May 11 Closing Event Nikki Beach 6:00pm - 10:00pm
Saturday, May 12 Idea Exchange Splash Room 9-10 9:00am - 12:00pm
Wednesday, May 9th
6:30 am - 2:00pm Miami Beach Golf Club - Golf Tournament
8:00am - 4:00pm Splash Room 13-14 - Factoring Essentials
10:00am - 2:00pm Miami Beach - South Beach Food Tour
4:30pm - 5:30pm Splash Room 9-10 - Young Professionals Reception
5:30pm - 7:30pm Ocean Lawn - Triumph Welcome Reception
Thursday, May 10th
5:30pm - 7:30pm Ocean Lawn - Thursday Reception
9:00pm - 11:00pm Splash Room 9-12 - Tax Guard Dessert Reception
Friday, May 11th
6:00pm - 10:00pm Nikki Beach - Closing Event
Saturday, May 12th
9:00am - 12:00pm Splash Room 9-10 - Idea Exchange

 May 9th
 6:30am - 2:00pm

Golf Tournament

Location: Miami Beach Golf Club

The Miami Beach Golf Club was originally opened as Bayshore Golf Course in 1923 as part of pioneering developer Carl Fisher's ambitious Alton Beach subdivision that was designed to lure wealthy winter residents from New York, Indianapolis and Detroit. The City of Miami Beach hired Arthur Hills/Steve Forrest and Associates for the latest and most extensive transformation. The once tired and under-utilized Bayshore has now become the elegant and highly regarded Miami Beach Golf Club. The result is a beautifully restored landmark that will be enjoyed by South Florida residents and visitors from around the world for years to come.


  • Transportation to and from course
  • Green Fees and Cart
  • Practice Range Balls
  • Shotgun Start
  • Box Lunch
  • Rental clubs available for $70

Price:  $225

Golf is sponsored by:

Wells Fargo Capital Finance-Lender Finance Division


 May 9th
 10:00am - 2:00pm

Courtesy of Greater Miami Convention and Visitors Bureau – MiamiandBeaches.com.

South Beach Food & Art Deco Tour

Location: South Beach Food & Art Deco Tour

Your enthusiastic guide will take you through five different restaurants and cafes in South Beach. On our tour, you’ll by-pass the tourist traps and go straight to the eateries that the locals frequent to discover the mouth-watering dishes that will fill you up for lunch! Besides tasting the foods of Miami, you’ll learn about the dramatic history, diverse culture and stunning Art Deco architecture of Miami Beach.

Some of the food specialties may include (subject to change):
  • New American Cuisine
  • Traditional Cuban restaurant
  • Traditional Peruvian Cuisine
  • Kosher ice cream
  • Mojito cocktail

This private tour includes all taxes service and tour gratuity.

Price:  $80

 May 9th
 4:30pm - 5:30pm

Young Professionals Reception

New this year: Young professionals under 40 years of age are invited to mix and mingle freely at the Young Professionals Reception. This high-energy reception will provide an opportunity for attendees to grow a strong peer and professional network of colleagues. Designed to inspire and connect, attendees will learn even more about our dynamic industry from other participants who are similar in age.

Location: Splash Room 9-10

 May 9th
 5:30pm - 7:30pm

Welcome Reception

The Triumph Welcome Reception is sponsored by:

Triumph Business Capital


Triumph Commercial Finance


The Welcome Reception is designed to give Factoring Conference attendees an opportunity to socialize with other participants and vendors.

The Welcome Reception is open to all conference attendees with a name badge. Guests who have purchased a spouse ticket may attend with a registered attendee.

Location: Ocean Lawn

 May 10th
 5:30pm - 7:30pm

Thursday Reception

The Thursday Reception will be sponsored by:

Crestmark       Crestmark Bank

Lenders Funding       Lenders Funding, LLC

Saint John Capital Corporation       Saint John Capital Corporation

Thursday's Reception is open to all conference attendees with a name badge. Guests who have purchased a spouse ticket may attend with a registered attendee. Food, drinks and entertainment will be provided.

Location: Ocean Lawn

 May 10th
 9:00pm - 11:00pm

Tax Guard Dessert Reception

The Tax Guard Dessert Reception will be sponsored by:

       Tax Guard

The Tax Guard Dessert Reception is open to all conference attendees with a name badge. Guests who have purchased a spouse ticket may attend with a registered attendee.  Desserts, drinks and entertainment will be provided.

Location: Splash Room 9-12

 May 11th
 6:00pm - 10:00pm

Closing Event

Nikki Beach Miami Beach is located at the prestigious address of 1 Ocean Drive, Nikki Beach has established itself as a quintessential South Beach landmark and luxury beach club since its inception in 1998. The brand’s flagship location is comprised of a large oceanfront complex that features a beach club, award-winning restaurant, cabana bar, garden area café and second floor nightclub.

The Dinner will be sponsored by:

Brookridge Funding       Brookridge Funding

First Tennessee Bank       First Tennessee Bank

Levinson, Arshonsky & Kurtz, LLP       Levinson, Arshonsky & Kurtz, LLP

We will begin with a cocktail reception and entertainment followed by dinner. The Closing Event is open to all conference attendees with a name badge. Guests who have purchased a spouse ticket may attend with a registered attendee.

Location: Nikki Beach

 May 12th
 9:00am - 12:00pm


Idea Exchange

The Idea Exchange has been one of the most popular events of the Factoring Conference.  This event brings together small groups who have a common interest in a particular issue. Over the course of the morning, they explore continuing and emerging opportunities and issues in an environment that provides informal opportunities for sharing ideas.

Some of the comments from previous Conference Attendees:

  • "Idea exchange is always a refreshing sharing of information in a relaxed setting that encourages a nice exchange of dialogue."
    Greg Salomon, Interstate Capital

  • "Excellent as always. The interaction with other factors is refreshing and I always walk away with something new - a better way to do something or a new idea which provokes an idea exchange in my office. ."
    Alan Eliasof, Prestige Capital

The Idea Exchange is open to all conference attendees.  Continental Breakfast is included.

Location: Splash Room 9-10

Factoring Essentials

Who should attend?

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.

What will be covered?

This course will cover the basics of what you need to do to be successful in this industry. We will cover such topics as:

  • Factoring Defined
  • Contract Basics
  • Uniform Commercial Code
  • How to Find Clients
  • Underwriting and Credit
  • Notifications and Verifications
  • The Daily Business Flow
  • Ending the Relationship

Training Course Includes:

  • Training Course and all materials
  • Continental Breakfast, Lunch and Breaks

Price:      $445 ($495 Non-Members)