ACTIVITIES
Date Activity Location Time
Wednesday, April 14 Golf Tournament TPC Scottsdale 7:45 am - 1:00pm
  Hot Air Ballooning Sonoran Desert 5:15am - 10:00am
  Portfolio Management Fairmont 8:00am - 4:00pm
  RMP Capital Welcome Reception Hacienda Plaza - Fairmont 5:30pm - 7:30pm
Thursday, April 15 Guest Tour Scottsdale / Phoenix 9:00am - 3:30pm
  Bibby Social East Pool - Fairmont 5:30pm - 7:30pm
  20/20 Dessert Reception La Hacienda - Fairmont 9:00pm - 11:00pm
Friday, April 16 Banquet Dinner Crown "P" Corral - Fairmont 6:30pm - 10:00pm
Saturday, April 17 Sedona Tour Sedona, AZ 7:30am - 4:30pm
  Round Table Discussions Salons B&C - Fairmont 9:00am - 12:00pm

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


Golf
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

Wednesday, 
 April 14th
 5:15am - 10:00am



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

Wednesday, 
 April 14th
 5:30 pm - 7:30pm


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

RMP Capital Corp.

 
RMP Capital

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

Space
Thursday, 
 April 15th
 9:00am - 3:30pm



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



Bibby Social
The Bibby Social will be sponsored by:

Bibby       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


Fairmont
20/20 Dessert Reception
The 20/20 Dessert Receptionwill be sponsored by:

20/20       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


Banquet Dinner
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


Sedona
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



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:

  • "Good information. Great opportunity to share info/process/best practices with other factors."
    Flor Bieler, Multiple Funding Solutions

  • "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

Auchinachie


Marc Marin
Managing Director

Gateway Commercial Finance, LLC
Marin

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)