Wednesday,
April 18th
7:45am - 1:00pm
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Golf Tournament
Location: Pelican Hill Golf Club
Tom Fazio designed their 54 holes of golf, including Pelican Hill's 36 championship holes on their Ocean North and Ocean South courses and their 18 holes at nearby Oak Creek Golf Club®, to be unlike any that you've ever played before. The course has a view of the ocean from nearly every hole. This course, designed in the Scottish links-style, utilizes the natural landscaping of the terrain. Each hole provides five sets of tees, so every skill level will enjoy playing here.
Pelican Hill Resort® earned top honors as the number one California Golf Resort, according to readers of luxury travel magazine Condé Nast Traveler. In its debut year on the magazine’s “Top 125 Golf Resorts” list, the two-and-a-half-year-old Resort earned one of the top two overall scores in the world, as well as two perfect scores for its Course Design & Access, and Golf Staff & Services.
INCLUDES:
- Transportation to and from course
- Green Fees and Cart
- Practice Range Balls
- Shotgun Start
- Box Lunch
- Rental clubs available for $80
Price: $300
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Wednesday,
April 18th
4:30 pm - 5:30pm
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New Member Reception
(by Invitation Only)
For new IFA members this reception will give the attendees an opportunity to meet other attendees and learn about the conference.
Attendance to this Reception is by invitation only and is limited to:
- New IFA Members
- IFA Advisory Board Members
- Conference Sponsors
Location: Vista Ballroom 1
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Wednesday,
April 18th
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: Lighthouse Terrace |
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Thursday,
April 19th
9:00am - 3:00pm
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Guest Tour - Beverly Hills - Rodeo Drive
The stretch of shops and boutiques on Rodeo Drive begins at Wilshire Boulevard on the south, and runs north to Santa Monica Boulevard, where the commercial section of the street gives way to an affluent residential neighborhood. Rodeo Drive constitutes the most famous shopping district in America, and probably the most expensive three blocks of shops in the world. It is here that the rich & famous do their shopping, and where tourists window-shop while trying to spot movie stars on the fabled street.
INCLUDES:
- Transportation
- All taxes and Gratuity
Price: $35
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Thursday,
April 19th
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: Manikota Pool |
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Thursday,
April 19th
9:00pm - 11:00pm
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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 and their guests. Desserts, Drinks and entertainment will be provided.
Location: Vista Ballroom |
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Friday,
April 20th
6:30pm - 10:00pm
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Closing Event
Join the informal Cocktail Buffet allowing the Factoring Conference participants to network in a casual setting.
The majestic Queen Mary offers you the chance to step back in time aboard one of the most famous ocean liners in history. Going back to the days where steamships were the quickest and most elegant way to travel, The Queen Mary was the first choice for the elite of high society.
Transportation and admission to this event is included with your conference registration.
Location: Queen Mary |
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Saturday,
April 21st
9:00am - 5:30pm
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Catalina Island Tour
California's only coastal island retreat is a short trip away and part of the same county, but it's surprisingly different from its mainland counterpart. Most of its land is preserved as a nature conservancy, surrounding the small town of Avalon where about 3,000 people live. Avalon is a small, walkable town centered on the small boat harbor and waterfront, with enough hotels, restaurants and activities to keep visitors happy.
INCLUDES:
- Transportation to and from boat dock
- Boat trip to and from Catalina (apx. 1 hour)
- Avalon City Tour
- All taxes and Gratuity
Price: $185
Location: Catalina Island |
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Saturday,
April 21st
9:00am - 12:00pm
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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 both formal and informal opportunities for sharing ideas.
Some of the comments from 2011 Conference Attendees:
"I always enjoy the exchange of info, ideas, computerization, etc.
I have been factoring for 13 years & yet I learn something new every year at the Idea exchange."
Alan Eliasof, Prestige Capital
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"A great opportunity to ask questions and discuss challenges with other companies. Thank you!"
Kim Lockett, Comdata
The Idea Exchange is open to all conference attendees. Continental Breakfast is included.
Location: Huntington Ballroom
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Disneyland
Disneyland, The Happiest Place on Earth, is only 12 miles away. Regardless of your age, take some time to visit Walt Disney's original theme park and celebrate the worlds of yesterday, fantasy and tomorrow with timeless attractions, dazzling entertainment and magical moments that last a lifetime.
The IFA will be offering discounted park admission tickets which are valid from Friday, April 13, 2012 to Friday, April 27, 2012. Ticket store closes and tickets will no longer be available for purchase after 9:00 PM PDT on Monday, April 16, 2012.
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or use the following link: www.disneyconventionear.com/ZMID12A
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Wednesday,
April 18th
8:00am - 4:30pm
Darla Auchinachie
Vice President
Bridge Bank

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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