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Jim Paulsen is the chief investment strategist at Wells Capital Management. An investment management industry professional since 1983, Jim develops investment strategies that assist in the management of separate institutional account assets as well as mutual and collective investment funds. He joined Norwest Investment Management, Inc., which later became part of Wells Capital Management, as chief investment officer in January 1997. Previously, he was the senior managing director and chief investment strategist for Investors Management Group in Des Moines, Iowa. Earlier, he was president of SCI Capital Management in Cedar Rapids, Iowa. Jim is nationally recognized for his views on the economy. BusinessWeek named him Top Economic Forecaster for 2001. BondWeek has twice named him Interest Rate Forecaster of the Year. For more than 25 years, Jim has published his own commentary assessing economic and market trends through his newsletter, Economic and Market Perspective. Money named his newsletter one of “101 Things Every Investor Should Know” in March 2004. He earned his bachelor’s and doctoral degrees in economics from Iowa State University.
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Fraud: The Art of the Steal
Frank W. Abagnale is one of the world’s most respected authorities on forgery, embezzlement and secure documents. For over 30 years he has worked with, advised and consulted with hundreds of financial institutions, corporations and government agencies around the world.
Mr. Abagnale’s rare blend of knowledge and expertise began more than 40 years ago when he was known as one of the world’s most famous con men. This was depicted most graphically in his best-selling book, Catch Me If You Can, a film of which was also made, directed by Steven Spielberg with Leonardo DiCaprio and Tom Hanks. The Tony-Award winning musical, Catch Me if You Can, directed by multiple award winner Jack O' Brien, opened on Broadway at the Neil Simon Theatre in April 2011.
Between the ages of 16 and 21, he successfully posed as an airline pilot, an attorney, a college professor and a pediatrician, in addition to cashing $2.5 million in fraudulent checks in every state and 26 foreign countries. Apprehended by the French police when he was 21 years old, he served time in the French, Swedish and U. S. prison systems. After five years he was released on the condition that he would help the federal government, without remuneration, by teaching and assisting federal law enforcement agencies.
Mr. Abagnale has now been associated with the FBI for over 30 years. More than 14,000 financial institutions, corporations and law enforcement agencies use his fraud prevention programs. In 1998 he was selected as a distinguished member of “Pinnacle 400” by CNN Financial News – a select group of 400 people chosen on the basis of great accomplishment and success in their fields.
In 2004 Mr. Abagnale was selected as the spokesperson for the National Association of Insurance Commissioners (NAIC) and the National Cyber Security Alliance (NCSA). He has also written numerous articles and books including The Art of the Steal, The Real U Guide to Identity Theft and Stealing Your Life.
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Hot Issues for 2012 In The Factoring Community:
- Dealing With Enforceability Issues Without Offset Acknowledgements
- Lien Searches and UCC Continuation Financing Statements
- Factoring General Partnerships and Sole Proprietors
- Strategies to Cope with a Judgment Creditor Who Threatens to Seize Accounts
Mike received his Bachelor of Arts degree from the University of Florida in 1975 and I graduated Nova Law School Magna Cum Laude in 1979. He also served as a member of and published for the Nova Law School Law Review. Mike is a member of the Florida Bar, is admitted to practice in the United States Bankruptcy Courts for the Southern, Middle and Northern Districts of Florida, Southern and Middle and Northern Districts of the Federal Courts in Florida and in the Eleventh and Fifth Circuit Federal Courts of Appeals as well as having been given pro hac vice status to serve his clientele throughout the country in numerous other states, including matters involving complex arbitration proceedings. Mike started his law firm, Ullman & Ullman, P.A., in 1980. Ullman & Ullman, P.A. has specialized in all forms of commercial transactions and litigation. Mike currently serves as co-counsel to and has been a frequent lecturer for the International Finance Association for over a decade. He has published numerous articles which include: You Heard Right: You Can Factor a Client Who Sells You Invoices for its Real Estate Construction Jobs, You Just Have to Watch Out For..., The Commercial Factor -- International Factoring Association; Bankruptcy: To Be Or Not To Be -- Preferred, Factor Times -- International Factoring Association; Banks Beware: You May Owe Your Customer's Factor! Or Hey Factors: Does Your Client's Bank Owe You Money?, The Commercial Factor -- International Factoring Association; Factoring, Distinctive Solutions 6th Annual Factoring Conference, Austin, Texas and Factoring Specialized Industries and Stories From the Trenches, Distinctive Solutions 7th Annual Factoring Conference, Scottsdale, Arizona.
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Juliet Funt
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- Overcommitted, Overwhelmed and Over It!
Juliet Funt blends a quarter century of performing experience with over a decade of building expertise in what makes people tick. Her mission is simple: to help people shift the way they think about daily pressures and responsibilities so they can prioritize their time, reach their goals, and be present and peaceful enough to live life to the fullest.
As the daughter of Allen Funt, creator of the Candid Camera television show, Juliet has spent her life observing the hidden truths beneath our social selves. Since launching her entertainment career at the tender age of two with her proud father, Juliet has thrilled audiences on national TV, news, and radio shows. She draws from her experience working as a meeting planner, human resources trainer for the Los Angeles Police Department, and a liaison for a Palestinian/ Israeli peace project. Juliet is a member of the National Speakers Association and has been featured in the Los Angeles Times, the Chicago Tribune, Shape, L.A. Parent, and Professional Speaker Magazine. She's also written a weekly web column and co-authored two books, The Communication Path and The Wellness Path.
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Darla has been an active member of the working capital finance industry since 1992 where after working as a Collateral Analyst for the then asset based lender First Capital Corp., she helped establish their factoring division. Since that time, she has worked in various roles that have included executive level positions. Darla has also provided consulting services to commercial finance companies focusing on best practices in portfolio management. Darla holds the honor of maintaining a top-rated speaker status for the IFA and also serves as a Subject Matter Expert for the IFA's Account Executive Certification program. Currently Darla's work at Bridge Capital Finance Group includes providing facilities ranging from $500,000 to $15MM with specialties in the technology sector and early stage companies.
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- M&A Activity in the Factoring Sector
Our panel of experts will be discussing recent Merger & Acquisition activity.
Is your goal to grow and sell your company? Are you looking to grow through acquisitions? Our panel will discuss what they are seeing in the market, their experience in M&A, what they look for in a target acquisition and how they evaluate credit quality in arriving at valuations.
- Tim joined Milestone Merchant Partners in August 2001 and is responsible for the origination and execution of corporate finance and financial advisory assignments for the firm’s community bank and specialty finance clients, with a particular focus on the asset based lending, factoring, and leasing sectors. Prior to joining Milestone, Mr. Stute was an Associate in the Financial Institutions Group of First Union Securities, Inc. (now Wachovia Securities, Inc.) in Charlotte, North Carolina. At First Union, Mr. Stute was involved in over 25 corporate finance transactions with aggregate value in excess of $15 billion. Mr. Stute received his Bachelor of Science in Analytical Finance from Wake Forest University.
- Since joining Crestmark in January 2003, Mick has had many roles, including: underwriter, credit officer, manager of the new business group, and new product development manager. In 2008, Mick was promoted to Director of Finance and Accounting, and subsequently gained responsibility for the IT Department. His creativity in finding financial solutions, and his keen ability to analyze financials and develop budgets has made him a huge asset to the company, and as such, Mick has led several recent mergers and acquisitions for Crestmark.
Prior to starting at Crestmark, Mick worked for GE Capital out of Chicago and Michigan, taking on the roles of Underwriting and Sales, and held Senior Auditor positions at Heller Financial, Congress Financial, and Fremont Financial. Mick graduated with honors from Ferris State University with a Bachelor’s in Accounting and Finance, and recently won Crain’s Detroit Business 40 Under 40 Award, and is active in local community groups; as Chairman of the Clarkston 5436 Knights of Columbus, Cub master of Clarkston BLE Pack 341, and Little League baseball coach.
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- Everything You've Always Wanted to Know About Notifications & Verifications...
* But Were Afraid to Ask
Key to making the factoring industry work is the factors ability to notify the debtor that an invoice has been purchased and payment must be directed to the factor. If the notification is not done correctly, the factor may loose their rights under the UCC code to collect on the invoice.
Incorrectly performed verifications subject a factors to fraud. The importance of proper verifications cannot be stressed enough. How the verification is performed, what is said and how it's said is vital to ensuring the quality of an invoice.
We will be discussing the proper steps to notifications and verifications, the cornerstones to successful factoring.
- Robyn earned her bachelor’s degree from Arizona State University and a CPA license. Robyn's first official role in accounting was at Restaurant, Inc. in Phoenix, a food contract management company and subsidiary of the Greyhound Corporation. Three years later, she left the company to take on larger-scale accounting pursuits at The Dial Corporation. After six years at The Dial Corporation, Barrett ventured into the world of corporate finance at FINOVA Capital Corporation, a Phoenix-based publicly traded commercial lender. During her tenure at FINOVA, Barrett held numerous positions including: senior finance manager, senior marketing analyst, senior credit underwriter and vice president of marketing. After leaving FINOVA in 2000, she went on to serve as vice president of marketing and business development at ZoomLot Corporation. In 2001, Barrett founded Scottsdale-based Factors Southwest, LLC. Barrett holds a master’s degree in business administration from Grand Canyon University and is an active member of numerous industry organizations including: American Institute of Certified Public Accountants (AICPA); Arizona Society of Certified Public Accountants (ASCPA); Turnaround Management Association (TMA); Risk Management Association (RMA); International Factoring Association (IFA); Commercial Finance Association, and the Association for Corporate Growth.
- Steve is one of the foremost experts in the factoring and asset based lending industries. A partner in the Law Office of Levinson, Arshonsky & Kurtz, he practices in the areas of bankruptcy, commercial law and litigation, workouts, and secured transactions.
- Sally has been working in the factoring industry since 1990, when she began her career as an Assistant Controller for a factoring company in Houston, TX. Over the past nineteen years, Her focus has been in factoring and asset based lending operations, having held positions of Account Executive, Credit Manager and Chief Operating Officer. Ms. Stark- has managed two start up factoring companies, and has extensive experience in establishing credit policy and operating procedures. In 2001, she formed Sierra Capital, Inc after successfully formulating a business plan and raising the necessary operating capital. Ms. Stark- expertise and energy, along with a sound marketing and sales plan, have made Sierra Capital, Inc. the premier factoring company in the Hudson Valley and Albany Region area. In addition to managing Sierra Capital, Inc. Ms. Stark- has served as Chairperson for the Houston Area Factors Association for 6 years, on the Board of Directors for the International Factoring Association, and is a founding Board Member of the Hudson Valley Women Business Owners Association. She has also been a featured speaker at Dutchess County SCORE, Ulster County Economic Development, several Business Network International Chapters, Proactive Leadership Center, and numerous Loan Committees for Banks in the Hudson Valley Albany Regions.
- Gail is President and founder of Sky Business Credit, LLC, which launched December 1, 2010. With a background in Operations and Credit, Gail’s expertise lies in structuring difficult transactions. Gail has over 15 years’ experience in the factoring industry with the most recent, prior to starting Sky Business Credit, as Managing Director of Bibby Financial Service (Midwest), Inc. for over 6 years and was responsible for overseeing the growth of the client portfolio fivefold. Prior to Bibby Financial Services, Gail worked for JD Factors and Prairie Business Credit. Gail has a bachelor’s degree in Business Administration from DePaul University. She is also currently serving as a Subject Matter Expert for the International Factoring Association’s Account Executive Certification program.
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- American Factoring Association
The American Factoring Association (AFA) was founded in 2009 with the purpose of educating the public and policy makers on the availability of working capital for financing America's small businesses and to conduct efforts in support of increasing working capital financing. We will be discussing the steps that are necessary to meet that goal.
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- Report from the Courts - How You and Your Friends Made Out In the Courts
- Lessons to be learned from this year's court decisions
- Learn How the Courts Treated IFA Members
Bob is one of the premier attorneys and an expert in the field of factoring. An attorney with the San Francisco office of Buchalter Nemer, he handles loan documentation, trade finance and letters of credit, loan workouts and bankruptcy.
He is a past Chair of the Commercial Financial Services Committee of the Section on Business Law of the American Bar Association, and was a founder and Chair of its Subcommittee on Loan Documentation.
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Our panel will be discussing issues affecting both Canadian Factors and those wishing to conduct Factoring in Canada.
- Jeffrey Alpert acts for banks and other lenders in commercial loan transactions secured
by real estate and personal property. He has expertise in asset-based lending, including receivables
purchase financing. His practice also includes corporate and business law.
Jeffrey has been a director and officer of the Canadian Business Law Journal (“CBLJ”) since 1987. He
has published numerous articles in the CBLJ on the topics of banking law and personal property
security. His most recent case comment entitled, "Taking Security in Accounts Receivable and Their Proceeds under the Ontario PPSA: Bank of Nova Scotia v. IPS Invoice Payment System Corporations", appeared in March 2011 in the CBLJ.
Jeffrey Co-Chaired a program entitled, “Practice makes Perfection: Taking Security for Lenders and
Suppliers”. Jeffrey received his LLB in 1977 from the University of Toronto, Faculty of Law, where he won three
awards, including prizes for the highest marks in the first year class and the highest mark in property
law. He was called to the Ontario Bar in 1979 and is a member of the Canadian Bar Association.
- Martin Fingerhut is a Partner in the Firm's Financial Services Group and Chair of its Structured Finance Group. Martin was the founding chair of the American Bar Association's (ABA) Securitization and Derivatives Subcommittee, chair of the ABA's Business Financing Committee and vice-chair of the International Bar Association's Securitization Subcommittee. He was a member of the Expert Advisory Group to UNCITRAL with respect to the Convention on the Assignment of Receivables in International Trade. Martin is currently vice-chair of the ABA's recently formed Securitization and Structured Finance Committee.
- Oscar A. Rombolà started his career in the Factoring and Financial Industry in 1998 and is a partner at ITC Invoice to Cash, Inc. Oscar has extensive knowledge in the Factoring and Financial Industry and is Vice President of Business Development for the company. Prior to joining ITC Invoice to Cash, Inc. Corporation in 2005, Oscar was Director of Business Development for IPS, Invoice Payment System Corporation, Mississauga, Ontario. Between 1998 and 2000, he was Vice President and Director of Business Development with S.L.F., Sales Linked Finance Ltd. From the years 2000 to 2003, Oscar worked as a consultant for ICM International Capital Management as International Project Manager and his focus was in the Latin American Market.
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- Canada Roundtable Discussion
This roundtable discussion is designed to give Canadian Factors, or those wishing to learn more about factoring in Canada a forum to discuss their challenges and learn from their peers. This workshop will be in a roundtable format allowing for open discussion.
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Tina Capobianco is the Vice President of JD Factors Corporation in Canada and is responsible for the Canadian operations and portfolio with its head office in Mississauga and operations office in Montreal, Quebec. Her extensive career in factoring started in 1992 as an Account Executive and has covered all areas of factoring including operations, credit and underwriting and business development. Mrs. Capobianco was involved in launching the first IFA Chapter in Canada, and sits on the chapter’s board of directors. She has earned a Bachelor of Commerce at the University of Toronto and is able to speak in three languages.
- Jeffrey Alpert acts for banks and other lenders in commercial loan transactions secured
by real estate and personal property. He has expertise in asset-based lending, including receivables
purchase financing. His practice also includes corporate and business law.
Jeffrey has been a director and officer of the Canadian Business Law Journal (“CBLJ”) since 1987. He
has published numerous articles in the CBLJ on the topics of banking law and personal property
security. His most recent case comment entitled, "Taking Security in Accounts Receivable and Their Proceeds under the Ontario PPSA: Bank of Nova Scotia v. IPS Invoice Payment System Corporations", appeared in March 2011 in the CBLJ. Jeffrey Co-Chaired a program entitled, “Practice makes Perfection: Taking Security for Lenders and
Suppliers”. Jeffrey received his LLB in 1977 from the University of Toronto, Faculty of Law, where he won three
awards, including prizes for the highest marks in the first year class and the highest mark in property
law. He was called to the Ontario Bar in 1979 and is a member of the Canadian Bar Association.
- Martin Fingerhut is a Partner in the Firm's Financial Services Group and Chair of its Structured Finance Group. Martin was the founding chair of the American Bar Association's (ABA) Securitization and Derivatives Subcommittee, chair of the ABA's Business Financing Committee and vice-chair of the International Bar Association's Securitization Subcommittee. He was a member of the Expert Advisory Group to UNCITRAL with respect to the Convention on the Assignment of Receivables in International Trade. Martin is currently vice-chair of the ABA's recently formed Securitization and Structured Finance Committee.
- Glen has garnered a wide range of business experience over the past 25 years in both corporate and entrepreneurial environments. He is a graduate of McGill University and the University of Toronto and is based in Toronto. Glen has been instrumental in the growth of TCE Capital through his leadership overseeing the Sales and Marketing activities of the company. With his diverse business background, Glen has an ability to find unique funding alternatives for growing Canadian enterprises.
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- Funding in Second Position
- The Art of Subordination
You found the perfect customer. The only problem is that there is already a UCC filing against the receivables, putting you in second position. What to do?
- Can you just ignore the previous filing, fund the deal and hope for the best?
- Assume that second position is good enough, so just file and start funding.
- Can you ask for a subordination? How should this be structured?
- John Beckstead's transactional and litigation commercial finance practice includes commercial lending transactions, loan documentation, problem loan workouts, factoring, secured transactions, and letters of credit. His experience includes documentation of many multi-million dollar complex loans, restructuring and workout of many complex loans, and liquidation of businesses through court proceedings, through receiverships, and through cooperation of the borrower, and defense of lenders in lender liability matters.
- Mr. DeSantis is a Managing Director with Medley and is responsible for transaction origination and execution for the Medley Opportunity Funds and Medley Capital Corporation. Prior to joining Medley, Mr. DeSantis was a Vice President at General Electric Capital Corporation in the Global Sponsor Finance Group, originating and underwriting LBO transactions ranging in size from $20 million to $10 billion for private equity sponsors in a wide variety of industries including industrial, financial services, healthcare, energy, media and business services. Mr. DeSantis is a graduate of the Financial Management Program at GE Capital. Mr. DeSantis received a B.S. Magna Cum Laude from the Carroll School of Management at Boston College and an M.B.A. from the Kellogg School of Management at Northwestern University.
- Robert Grbic has more than 30 years of commercial lending experience, and has been with CBC since 2005. Previously, Robert served as Senior Executive Vice President at CBC where he was involved in creating a hands-on, best-practices credit culture, as well as helping the Company expand its client portfolio.
Prior to joining CBC, Robert was Managing Director at Morris Anderson & Associates LTD, a turnaround consulting firm. He also co-founded MetSource Capital, LLC, a restructuring and corporate finance firm specializing in working with small- and medium-sized companies. In addition, he served as an Executive Vice President at GMAC Commercial Credit, LLC and BNY Financial Corp. He began his career at Bankers Trust.
Robert is a member of the New York Society of Financial Analysts and the Association for Investment Management and Research. He has served as an instructor for the Finance, Tax and Law Department at the NYU School of Continuing Education.
He holds master’s and bachelor’s degrees in Business Administration from Pace University.
- Einat leads Coral Capital strategic direction, business development and structuring of financing solutions. Her unique combination of business acumen with legal proficiency enables Coral Capital to offer its clients creative financing solutions in complex and special situations. Prior to joining Coral Capital, Einat was the president of a factoring company where she was responsible for business development, sales and branding; prior to that, Einat was a senior executive at a venture-capital-backed e-commerce company that she co-founded. Einat is a lawyer by training and had practiced law both in New York and in Israel. She holds an MBA from Columbia Business School and an LL.B. from Tel Aviv University School of Law. She served as a Lieutenant in the Israeli Defense Forces.
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- Factoring: Past, Present and Future
Our panel of experts will be discussing the evolution of the factoring industry. We will start by analyzing the roots of the industry going back to the time when factoring acted as the financial engine for the garment industry. We will progress to today's Factors, who serve as one of the world's financial tools for funding the small business community, with the current involvement in the transportation, manufacturing and service sector. We will then take a trip to the future and give our predictions for Factors in regards to the industries and methodologies that will need to be utilized and implemented in order for them to survive and prosper.
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As Managing Director of the California region, he oversees Bibby Financial Services’ Los Angeles, Phoenix and Sacramento operations, which handle the full range of factoring services.
Nick has worked on both the operations and sales sides of the business, which gives him a strong background in portfolio management. He is able to evaluate risks for every kind and size of business, from start-ups to those with $50 million in sales volume. Nick has tripled the performance of the West Coast division since arriving in 2008 from the U.K. offices of the company. He joined Bibby Financial Services in 2002 to set up its Yorkshire office, and then spent two years as Managing Director of its North East division. Prior to joining Bibby Financial Services, Nick was Operations Manager of Lloyds TSB Commercial Finance, opening three new departments, overseeing 1,000 clients and 50 employees. From 1990 to 1995, he worked for Deloitte & Touche Leeds, working his way up from Audit Trainee to Manager by way of a two-year stint as running the company’s Abu Dhabi office.
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Mr. Tatge structures, negotiates, and documents a wide-range of commercial
finance and business transactions. He represents factors in client fundings and in
various other business matters, including litigation, and counsels clients with
respect to letters of credit, purchase order fìnancing, and various other forms of
trade finance. He advises banks, commercial financiers, and other lender clients
with respect to new and existing loan relationships, guarantees, and other credit
enhancements, as well as on asset-based lending, intercreditor agreements,
participations, workouts, collections, fraud, and structured finance matters. He also
advises buyers and sellers in asset and stock purchase transactions and on related
acquisition financing.
- TBD
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Current Topics in Transportation Factoring
David is an attorney specializing in working with transportation factoring specialists and factors with transportation portfolios. David is currently a member of the South Dakota State Bar Association and is also a member of the American Bar Association. David also regularly participates in International Factoring Association functions.
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Mitchell Haber
Vice President
Profiles International
David Rains
President
Commercial Finance Consultants
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- Traits of Top Factoring Sales Performers
We have spent the last six months preforming conducting comprehensive conducting appraisals on top producers in the factoring industry. Our goal has been to determine if there are any identifiable traits in top sales producers. The traits can then be tested so that you can hire an effective sales team. We will be presenting and discussing the results of these tests.
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Mitchell Haber, works with clients to enhance the performance and productivity of individuals and teams and maximize their long-term contribution to the compan.y Prior to joining Profiles, Mitchell relocated to Waco, TX in 2006 to spearhead business development and integration with institutional partners for The Sterling Trust Company. Additional experience included working in the financial services field for over ten years with Prudential Securities, Inc. and Bank of America, Inc., as a licensed advisor in global wealth management culminating in the role of National Internal Sales Manager for Retirement Solutions group. Prior to this, he spent seven years in the alcoholic beverage distribution industry, the last four serving as a District Sales Manager for The Guinness Import Company. His overarching skill set includes sales distribution, personnel management, training and development, project management, marketing and inventory controls.
- David Rains is one of the nation's foremost recruiting professionals in United States. With over 25 years of experience and an honors graduate of Sam Houston State University, he has earned a reputation as an expert in Commercial Finance.
Throughout his career, David has been recognized as a top performer in executive search. During his tenure at Management Recruiters International, the largest executive search firm in the world which employed over 5,000 executive recruiters, Dave excelled and proved to be the one of the very best in his profession winning over 32 International, National and Regional awards.
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- Search Engine Optimization (SEO)
Steve Wiideman is one of America’s leading SEO experts. He culls from more than 12 years experience of significantly improving traffic to clients’ websites through organic and sponsored placement on such search engines as Google, Yahoo! and MSN. Wiideman has worked with Fortune 500 companies and small start-ups alike. His experience ranges from having managed million dollar sponsored ads budgets for such corporations as Disney and Expedia, to turning brick and mortar businesses into Internet profit machines using SEO best practices learned while studying under the world’s best organic and paid search optimization specialists. . He always asks his audience to type into Google “SEO expert,” where they will find him ranked #1.
Wiideman also authored SEO in a Day: The SEO Agency Killer, revealing the secrets to having websites show up on Google in less than a day. It has been adopted by thousands of small- and mid-sized businesses as a model for building websites on a platform optimized for higher placement in the search results and social media destinations.
Steve was responsible for managing sponsored ads budgets for Disnelyand.com and AdventuresByDisney.com. Wiideman applied his experience in Search Engine Marketing (SEM) to both the paid and organic search engine channels to help generate seven figures in weekly gross revenue for WDPRO, 10 percent of which came directly from paid per click (PPC) efforts, which he managed.
For Expedia Corporate, Wiideman was an SEM vendor with a growing local search engine marketing firm based in Fountain Valley, California. Wiideman worked with the search vendors daily to improve performance and handed Expedia an optimized and growing PPC campaign once they had the internal staff to manage the account.
Wiideman current works for Enterprise SEO Experts as lead strategist and search marketing evangelist.
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Factoring Companies who fund clients with low sales volumes operate in a unique manner. This roundtable discussion is designed to give this important segment of our industry a forum to discuss their challenges and learn from their peers. This workshop will be in a roundtable format allowing for open discussion.
- Melissa Donald spent the first eleven years of her career working in and then managing a commercial collection agency. In 2001, Melissa left the collection industry and took a position with a factoring firm in Walnut Creek, CA. During her tenure, Melissa worked her way from a Sr. Account Executive to Operations Manager to Vice President of Operations.
In January 2007, Melissa and her two partners launched LDI Growth Partners. LDI works diligently and intentionally to increase awareness of the benefits of factoring for businesses in all stages of growth and to work side by side with clients to create tailored factoring programs that fit their unique needs.
- Darrell Fleck is a Managing Partner in RMJ Capital of Colorado Springs. RMJ Capital is a niche alternative financing company focused on the financial needs of small to medium size companies across many industries. Prior to RMJ Capital, Darrell was the President of FP Company Inc, doing business as Abbott Fire and Safety, which was a B to B Company with around 7000 business clients. Before purchasing Abbott Fire and Safety, Darrell spent 25 years in corporate America, most recently as the General Manager for Allied Domecq responsible for the western US and CA.
- David is an attorney specializing in working with transportation factoring specialists and factors with transportation portfolios. David is currently a member of the South Dakota State Bar Association and is also a member of the American Bar Association. David also regularly participates in International Factoring Association functions.
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- The International Factoring Association
Mr. Goldberg is the Founder and Executive Director of both the
International Factoring Association and the American Factoring Association. He has a B.S. degree from
Cal State University, Northridge in Accounting Information Systems and an
M.B.A. from Cal Poly, San Luis Obispo. Bert has over 30 years
experience in the development of various computer software programs and
possesses extensive knowledge of the factoring industry.
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