Wednesday,
April 14th
7:45am - 1:00pm

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Golf Tournament
Location: TPC Scottsdale
From the first moment you arrive at TPC Scottsdale, the home of the PGA TOUR's FBR Open, you will experience first hand what sets TPC Network Clubs apart from all other golf facilities.
Set in the Sonoran Desert and surrounded by the majestic McDowell Mountains, TPC Scottsdale, a PGA TOUR Facility, embodies the standards of excellence in golf operations world wide. The Stadium Course, designed by the team of Tom Weiskopf and Jay Morrish, is a masterful blend of challenge and playability for the enjoyment of all levels of golfers, professional and amateur alike.
INCLUDES:
- Green Fees and Cart
- Continental Breakfast
- Practice Range Balls
- Shotgun Start
- Rental clubs available for $70
Price: $315
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Wednesday,
April 14th
5:15am - 10:00am

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Hot Air Ballooning
Location: Sonoran Desert
The Sonoran Desert is one of the foremost Hot Air Ballooning areas in the entire world. Don't miss this opportunity to see why! Come fly over the beautiful desert and see the wildlife that is out for the day. Upon landing, a sit down breakfast. If only time could stand still!
INCLUDES:
- Transportation to and from the hotel
- Sit down catered breakfast
- Post flight champagne
Price: $200
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Wednesday,
April 14th
5:30 pm - 7:30pm

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Welcome Reception
The RMP Capital Welcome Reception is sponsored by:
RMP Capital
Corp.

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 and their guests.
Location: Hacienda Plaza
- Fairmont Scottsdale |
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Thursday,
April 15th
9:00am - 3:30pm

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Guest Tour
We will begin our day at The Heard Museum. The Heard Collection celebrates over 75,000 stunning examples of American Indian jewelry, weaving, basketry, carvings, pottery, sculpture and paintings. In the award-winning permanent exhibition, Home: Native People in the Southwest, visitors take a journey through the beautiful, diverse regions of the Southwest; Native people tell their stories through interactive displays and videos, and guides offer a wealth of knowledge on the region’s cultures, history, artistic styles and techniques.
After lunch, we will be visiting downtown Scottsdale, which elevates the sport of shopping to haute new heights. With more than 5,500 retail stores, malls, boutiques and outlets, serious shoppers know that Scottsdale is the place to be for the country's finest retail therapy.
INCLUDES:
- Transportation to and from the hotel
- Private Museum Tour
- Lunch
- Admission to museum
- All taxes and Gratuity
Price: $60 |
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Thursday,
April 15th
5:30pm - 7:30pm

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Bibby Social
The Bibby Social will be sponsored by:
Bibby Financial Services, Inc.
The Bibby Social is open to all conference attendees and their guests. Food, drinks and entertainment will be provided.
Location: East Pool
- Fairmont Scottsdale |
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Thursday,
April 15th
9:00pm - 11:00pm

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20/20 Dessert Reception
The 20/20 Dessert Receptionwill be sponsored by:
20/20 Tax Resolution
The 20/20 Dessert Reception is open to all conference attendees and their guests. Desserts, Drinks and entertainment will be provided.
Location: La Hacienda Room
- Fairmont Scottsdale
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Friday,
April 16th
6:30pm - 10:00pm

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Banquet Dinner
Join the informal event allowing the Factoring Conference participants to network in a casual setting. Appetizers and cocktails will be served followed by dinner. Entertainment will be provided.
Attendees can kick up their heels at the Crown "P" Corral, a full-blown frontier town on the property.
Admission to the Dinner is included with your conference registration.
The Banquet Dinner is sponsored by:
Location: Crown "P" Corral - Fairmont Scottsdale |
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Saturday,
April 17th
7:30am - 4:30pm

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Sedona Jeep Tour
The best way to see Sedona!
Ancient Ruin Tour. This interpretive adventure begins as you travel through spectacular canyon lands with towering red rock formations. Explore the mystery and capture the history of a 700 year old Sinaguan cliff dwelling. Your guide will reveal the customs, myths, and legends of our native ancestors as you walk through the ruin site. Magnificent rock art is translated into a unique and primitive lifestyle. Become part of a historical culture on this intriguing archeological adventure.
INCLUDES:
- Private Motor to Sedona
- Continental Breakfast
- Lunch
- Shopping time in Sedona Village
- All Gratuities
Price: $185 |
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Saturday,
April 17th
9:00am - 12:00pm
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Round Table Discussions
The Round Table Discussions 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 both formal and informal opportunities for sharing ideas.
Some of the comments from 2009 Conference Attendees:
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"Good information. Great opportunity to share info/process/best practices with other factors."
Flor Bieler, Multiple Funding Solutions
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"Very useful. Participants are very open and helpful. One of the best sessions of the conference."
Kim
Andrews, Nova Business Finance
The Round Table Discussions are open to all conference attendees. Continental Breakfast is included. |
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Wednesday,
April 14th
8:00am - 4:30pm
Darla Auchinachie
Consultant

Marc Marin
Managing Director
Gateway Commercial Finance, LLC
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Best Practices for Portfolio Management
Who should attend?
Anyone with basic factoring experience who wants to learn more about how to manage a successful factoring relationship
What will be covered?
This seminar is focused on sharing best practices employed by seasoned factoring companies. Learn about the tools these factors use which has helped them build and manage a portfolio that is able to weather tough times, such as the economy today.
Too many people get in to this business and quickly learn how easy it can be to lose the money they’ve employed – don’t make the same mistakes they have. Learn from those mistakes instead so that you can grow and be profitable in the years to come.
Items to be covered:
- The Master Client File
- A real example of a client file will be provided to participants of this class
- What should be present in this file and why
- How often this file should be updated
- Differences between a Master Client File and the Master Legal File
- Compliance – it matters!
- What you should request periodically from your clients and why
- How to use third parties for some of the information you need
- Verifications
- Real life examples and scripts provided
- The one question that should never go unasked
- Deep Due Diligence
Training Course Includes:
- Training Course and all materials
- Continental Breakfast, Lunch and Breaks
Price: $445 (495 Non-Members)
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