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Economic Projections That Affect the
Factoring Industry
Dr. Lawrence Chimerine is President, Radnor
International Consulting Inc., in Radnor, PA; and Partner and Member of
the Investment Committee of Miller Investment Management (formerly
Strategic Capital Advisors) in West Conshocken, PA. He is the former
Chairman, Chief Executive, and Chief Economist of Chase Econometrics and
The WEFA Group.
For more than 25 years as an economic consultant, Dr. Chimerine has lent
his advice and council to an impressive resume of major Fortune 500
companies, financial institutions and government agencies, providing
private consultation on the state of the U.S. and world economics,
specific industries and sectors, and the impact of economic conditions on
decision making, budgeting, and strategic planning. He serves on numerous
corporate boards, is a member of various professional associations and has
held teaching positions at three universities.
From 1965 to 1979, Dr. Chimerine was Manager of the U.S. Economic Research
and Forecasting for the IBM Corporation. He left IBM to assume the
chairmanship at Chase Econometrics, and in 1987, was appointed chairman
and CEO of the WEFA Group. During the 1990’s, in addition to founding and
operating Radnor International Consulting, Dr. Chimerine was Managing
Director and Chief Economist at the Economic Strategy Institute (ESI) in
Washington, D.C.
Dr. Chimerine has earned a valued reputation as a leader in the economic
arena. He has served on numerous governmental advisory boards, including
the House of Representatives Task Force on International Competitiveness,
the Census Advisory Committee, and the Economic Policy Board of the
Department of Commerce. He is frequently called upon to testify on key
economic issues before congressional committees, including the House and
Senate Budget Committees, Joint Economic Committee, Senate Finance
Committee, Senate Banking Committee, and the House Committee on Monetary
Policy.
His latest books include, Business Opportunities and Practices in the Far
East and the Handbook for Raising Capital, both published by Dow
Jones-Irwin. He has published numerous articles in the New York Times,
Washington Post, Business Week, World Policy Journal, American Economic
Review, and The President, and is a frequent speaker at such organizations
as the Detroit Economic Club, the Commonwealth Club of California, the
World Affairs Council, the Wharton Symposium, the National Association of
Business Economists, numerous trade association meetings, as well as to
many corporate boards and other corporate groups.
Dr. Chimerine appears regularly on the Lehrer News Hour, Adam Smith’s
“Money World”, Wall Street Week, Today, Good Morning America, Crossfire,
C-Span, CNBC, This Week, ABC Evening News, NBC Nightly News, and other
popular television programs.
 Sponsored by
Milestone Advisors,
LLC
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• Bankruptcy
In a very timely meeting, we will be discussing the following aspects of
the bankruptcy code:
• How do Factors'
rights and use of cash collateral differ from other
secured lenders in the event of bankruptcy?
• Considerations
for conducting Chapter 11 DIP financing.
• What preference
exposure issues and applicable defenses do you have
in the event of bankruptcy?
• Special rights
and benefits for goods delivered within 20 days of
bankruptcy filing.
• Special rights
and benefits to reclaim goods delivered with 45 days
of bankruptcy filing.
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Honorable Caryl E. Delano
United States Bankruptcy Judge
Middle District of
Florida Tampa Division
The Honorable Caryl E. Delano was appointed as
a bankruptcy judge of the United States Bankruptcy Court for the Middle
District of Florida, Tampa Division, on June 25, 2008.
She graduated from the University of South Florida, B.A., cum laude, in
English in 1976. She attended Indiana University School of Law –
Indianapolis and Emory University School of Law, receiving her J.D. from
Indiana University in 1979.
Judge Delano practiced before the state and federal courts of California
for 14 years. In 1994, she returned to her hometown of Tampa, where she
most recently practiced law with the firm of Addison & Delano, P.A. She
concentrated her practice on bankruptcy and commercial litigation. She is
a member of The Florida Bar, The State Bar of California, the Business Law
Section of The Florida Bar, the American Bankruptcy Institute, the Federal
Bar Association, the Hillsborough County Bar Association, and the Tampa
Bay Bankruptcy Bar Association. |
Mike Ullman, Esq.
Attorney
Ullman &
Ullman P.A.
Mike Ullman
is a principal of and shareholder in Ullman & Ullman, P.A. Mr.
Ullman graduated from Nova University Magna Cum Laude. He has been
actively practicing in the areas of factoring and asset-based lending
for over 21 years. Mr. Ullman is a member of the Florida and
American Bar Associations as well as the Bankruptcy Bar Association
for the Southern District of Florida. |
Moderator
Jay Atkins
President
First Growth Capital
Jay’s financial career began over 16 years ago where he
worked as a credit analyst with a large New Jersey-based bank. More
recently, Jay was President of Assured Consulting, Inc., a unique
South-Florida based firm he launched in 2006 to significantly contribute
to the success of businesses in general and to factors in particular by
advising them on improving processes, maintaining best practices and
ultimately generating and keeping more revenue. In December 2006,
First Capital Corporation acquired Assured Consulting and announced that
Jay Atkins had joined the company as President of First Growth Capital,
it's National Discount Factoring Division and will also serve as Executive
Vice President of FCC. |
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Funding Your Factoring Operation
Given the state of the economy and the
credit markets, the independent factor is having the same difficulty as
factoring clients, finding a source of capital to fund their factoring
operations. Our panel will be discussing various methods that factors can
use to fund their company.
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Donald Barrick
President
RMP Capital Corp.
Donald is co-founder and principal shareholder of RMP Capital Corp.,
a Bohemia, NY based finance company providing factoring and
asset-based lending services to small to mid-sized companies. Donald
helped found the company in April 2000 and has been with the Company
since. Part of RMP’s strategy has been to focus on niches. RMP
provides factoring services to the construction, government
contracting and transportation industries, as well as financing and
operational assistance to small factors. . Prior to April 2000,
Donald was with Branin Investments, a merchant banking firm, and
served as CFO of CTA Industries, Inc. since it’s inception in 1996.
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Roy Grossman
Manager
Israel Discount Bank
Roy
has almost 40 years’ experience in providing traditional ABL loans
and financing for specialty finance companies. He joined Israel
Discount Bank approximately 6 years ago. The bank has a 35-year
successful history of lending to the commercial finance and
factoring segment of the economy. IDB preferred transactions range
from $5MM to $25MM. Roy’s career includes positions at various
finance companies, and he was employed at Fleet Bank (and
predecessor banks) for over 28 years as a Senior Vice President
where he managed their New York/New Jersey ABL business. |
Alan McLeod
Vice-President
First Tennessee Bank
Alan McLeod has been with First Tennessee Bank headquartered in
Memphis, TN since 1979 and has been exposed to many different areas
of the bank (retail, commercial and corporate). Most recently he
has been in the Asset-Based Lending Group since 2001 as a Vice
President of business development. Alan’s experience includes
medium sized factoring companies and asset-based lending
transactions ranging from $4MM to $25MM and has been an associate
member of the IFA for the past three years. |
 Andrea Petro
Executive Vice-President
Wells Fargo Foothill
Andrea established the
Lender Finance Division of Wells Fargo Foothill in 2000. The Division
exclusively provides financing for specialty commercial finance
companies. Ms. Petro has been in the asset-based lending industry for
21 years. Prior to Wells Fargo Foothill, Ms. Petro was Senior Vice
President of Transamerica Business Credit where she was the National
Marketing Manager of the Financial Services Funding Division. Ms.
Petro earned her Bachelor of Arts degree from Kent State University
and her Masters of Business Administration degree from the University
of Texas at Austin.
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Moderator
Ivan Baker
Managing Director
United
Capital Funding
Ivan Baker formed United
Capital Funding, a St. Petersburg, Florida based factoring company,
with Gerard J. Curley in 1997. Mr. Baker currently serves as
Managing Director of the organization. United Capital serves clients
from a variety of industries including manufacturing, distribution,
trucking, and staffing and currently has clients located in 35
states. Prior to joining United Capital, Mr. Baker worked as the
Controller of a Florida based Factoring firm. Mr. Baker is also a licensed Certified Public
Accountant in the State of Florida. |
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We are all faced with ethical decisions
every day. Your decisions help define who you are. We will be
discussing various ethical factoring situations that you may face and how
your decisions help define you and the factoring industry.
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Kim Andrews
President
Nova Business
Finance Pty, Ltd.
Prior to becoming involved
in business finance, Kim had been involved in sugar cane growing,
horticultural production, produce marketing, property development and
road transport businesses. Kim’s service included a term as President
of both the State and National body representing wholesale produce
traders and also lead the team promoting privatization of the Central
Markets in Queensland. In 2003 the Nova Finance Group was founded by
Kim’s family interests. |
Jim Rothman
President
Wells
Fargo
Capital TempFunds
James Rothman is the
President of Capital TempFunds, a division of Capital Business Credit
LLC, one of the largest specialized commercial finance companies in
the United States. TempFunds is the largest independent national
lender dedicated solely to the staffing industry. Mr Rothman has been
published in multiple staffing and lending publications. Under his
leadership, TempFunds has grown to finance billions in receivables
within the staffing industry. His career in lending has spanned over
25 years.
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Sally Stark
President
Sierra
Capital, Inc.
Sally J Stark-McGlynn
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 eighteen 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-McGlynn has managed two startup 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. |
Moderator
Chuck Gallagher
Speaker
Chuck
Gallagher, LLC
Chuck is a professional
speaker, business entrepreneur, and sales executive. In the middle
of a rising career, Gallagher lost everything because he made some
bad choices. He has since rebuilt his career and his life back to
immense success. With more vulnerability than the average speaker,
Gallagher shares the consequences of his unethical choices. His Most
recent is with a $40+ million sales region with 125 sales
representatives and started his own training business with projects
in 30 states. |
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Darla Auchinachie
Consultant
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Darla Auchinachie has been actively
involved in commercial finance for some 17 years. She has served as
Operations Manager for several national factoring companies and has also
established a solid reputation as a consultant for Factoring operations
throughout the US and Canada. Darla is a regular speaker at IFA
conferences and a co-instructor for the Loan Officer and Account Executive
training programs. Darla believes in a business philosophy that espouses
education and “best practices”, she regularly shares her experience and
expertise with others in the Factoring community.
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Purchasing fraudulent invoices is the
number one fear of Factors. Our panel will be discussing specific
fraud cases that have occurred. We will be discussing the specifics of
each case, including prevention and remedies.
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Bill Elliott
President
Rexford Funding, LLC
Mr. Elliott founded
Rexford Funding in 2004 after a 23 career in commercial finance and
factoring. Prior to founding Rexford, Mr. Elliott served in management
positions with two of the largest commercial finance companies in the
United States. Career highlights include the successful restructuring
of an SBA unit which, at the time, was the largest SBA loan generator
in the United States; the sourcing and funding of one of the largest
factoring/ABL transactions ever recorded; the testing and
implementation of a proprietary software system for a major factoring
company; and the introduction of an inventory finance product for a
major factoring company. |
Jimmy Enriquez
President
New Century Financial
Mr. Enriquez founded New
Century Financial in 1985 and actively serves as its President and
Chairman of the Board of Directors. Jimmy received his BBA in
Accounting from the University of Texas in Austin. After working in
public accounting for a ‘big four’ firm, Mr. Enriquez founded and
successfully operated various businesses in the financial services
industry. He has more than twenty years of experience operating,
managing, and investing in small and mid-market businesses. Mr.
Enriquez is well known in the banking community and has provided
working capital to many clients in his years in the financial
services and the factoring industries. |
Kim Kringen
Vice President / Sales
FirstLine Funding Group
Kim Kringen is the Vice
President/Sales of FirstLine Funding Group (FFG), a transportation
factoring company servicing the owner operator and small fleet market.
Prior to co-founding FFG, Kim was director of sales and marketing for
Assist Financial Services and Continental Transportation Services
since their inception in 1998.
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Moderator
Allen Frederic, Jr.
President
Gulf Coast Business
Credit
Allen is President/CEO
of Gulf Coast Business Credit, headquartered in New Orleans, LA.
Prior to Gulf Coast, Frederic was a Senior Vice President at KBK
Financial, a Turnaround Specialist with his own firm. and CEO of
First Bank and Trust, New Orleans. Mr. Frederic’s 35-year commercial
finance and banking career also included managing a regional office
for a subsidiary of Bank Paribas, Chief Credit Officer with a major
New Orleans bank; six years with Interfirst Bank Texas (currently
Bank of America) where he ran Louisiana operations, and nine years
at First National Bank of Commerce, New Orleans. Mr. Frederic has an
MBA from Louisiana State University and served as a Captain in the
United State Army. |
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•
Legal Issues for Today
Our panel will be discussing legal issues
facing factors under today's economic environment. Times have
changed and factors must adapt to survive. Some of the topics we
will be discussing are:
- Senior Lender Issues
o Passing on Cost of Fund Increases
o Changing Agreements if LIBOR based
- Debtor Concentration Issues
- Participations
o What can you do when a Participant wants out
o How do you remove yourself from a Participation
- How much notice is required to terminate
a client
- How to keep clients afloat without
running the business
- How to legally change credit and advance
rates
- How to hold additional reserve on
deteriorating clients
- What to do if your funding source fails
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John Beckstead, Esq.
Attorney
Holland & Hart,
LLP
John'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. |
Steve Kurtz, Esq.
Attorney
Levinson, Arshonsky & Kurtz
Steve Kurtz 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. |
Moderator
Brian Van Nevel
Principal
Spectrum
Commercial Services
Brian’s day to day responsibilities
include managing the accounts receivable financing program as well as
the sales force. Mr. Van Nevel graduated from Carleton College (cum
laude) with a BA in Economics and received his law degree from
Northwest School of Law of Lewis and Clark College (cum laude). Mr.
Van Nevel was admitted to the Bar in Oregon and Minnesota. |
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Interpreting the Factoring Survey
Scott is a Vice President of Industry
Insights, a research and consulting firm that provides survey-based
research for Associations and their members.
Scott has 10 years of experience conducting various styles of industry
research. His studies most commonly focus on industry/economic trends
and their impacts on profitability and other performance metrics.
He has authored several trade magazine articles and has been part of
many large presentations related to the findings of his studies. In
addition, his work has been cited in The Wall Street Journal, USA Today,
and numerous other publications.
Mr. Hackworth received a Bachelor of Arts degree in Finance from Mount
Vernon Nazarene University, as well as an MBA from Capital University.
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Bob Zadek, Esq.
Attorney
Buchalter Nemer
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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
Robert A. Zadek 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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Tricks of the Trade for Entrepreneurial
Factors
Our panel of entrepreneurial factors will
be discussing various tricks they have learned during their years of
factoring that have assisted them in running their business. Some
of the topics to be covered are:
- Sub Debt / Interest Rate Swaps
- Cognovit Notes
- Buy / Sell Agreements
- Collection Techniques
- Marketing Methodologies
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Phil Cohen
President
PRN
Funding, LLC
Philip Cohen is the
founder and President of PRN Funding, LLC, which is a focused niche
player in healthcare funding. Prior to founding PRN Funding, Mr.
Cohen spent a decade responsible for corporate joint ventures,
strategic alliances and growth initiatives in the medical
transcription industry. As Vice President of Corporate Development for
Medical Records Corporation, he initiated and finalized the
acquisition of 11 medical transcription service companies. |
Gage Price
President
MP Star
Financial
Gage L. Price is the
President of MP Star Financial, Inc.. MP Star is a regional factor
and asset-based lender located in the Cleveland Metropolitan area.
MP Star was founded in 1995 by Mr. Price and the company specializes
in small to medium sized factoring and asset-based lending
transactions ranging from $25M to $3MM. Prior to starting MP Star,
Mr. Price worked as independent Business Development Manager for
Star Financial, LLP specializing exclusively in factoring. |
Marc Marin
Managing Director
Gateway Commercial Finance,
LLC
Marc’s factoring career
started more than 13 years ago in Minneapolis, MN as a business
development representative. In 1998 Marc took a position as Business
Development Manager with a national factoring firm based in Boca
Raton, FL and as was responsible for the continued development of
its broker relations group. In 2001, Marc was part of Bibby
Financial Services entrance to the U.S. where he served as Vice
President of Business development until his departure in 2007. |
Moderator
Craig Berry
President
Phoenix
Capital Group
Craig Berry currently
serves as President of Phoenix Capital Group (“PCG”), which he
co-founded in 2001 at the age of 23. PCG has its primary operational
focus in the transportation industry, but also services clients in
several other areas, including manufacturing, staffing, and general
service providers. Prior to founding PCG, Craig worked as an
underwriter for a real estate investment trust. He received his
bachelor’s degree from Washington University in St. Louis with
degrees in both finance and accounting. |
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Your portfolio can't grow without a
successful sales force. Our panel will be discussing various methods
to support, manage and motivate a sales team. Whether you have a
sales force of one or a sales team spread around the globe, we will
be delving into various hiring, compensation, management and motivation
techniques.
- Should you hire those with factoring
experience or train salespeople on factoring?
- Should you monitor daily activity or
just monitor results?
- What is the perfect mix between salary
and compensation?
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Stuart Rosenthal
Executive Vice-President
Prestige
Capital Corporation
Mr. Rosenthal joined
Prestige Capital Corporation in July of 1999 after spending the
previous 11 years with the CIT Group in New York. He currently
oversees all marketing and business development efforts of
Prestige. Stuart has more than 15 years of financial services
experience dating back to his tenure with Arthur Anderson in NYC as an
auditor. The unusual combination of credit skills and sales has
enables Stuart to be one of the top producers of new business over the
past 11 years in the tri-state area. |
Tom Siska
President & CEO
Working Capital Solutions, Inc.
Tom began his career
building the Chicago Operations Center for a national Non-Recourse
Factoring. He later
established the firm's first International subsidiary and was promoted to Corporate Sales Director. Tom left to
turnaround a struggling Asset Based Lender in San Jose, CA and
started a de-novo Factoring Division. Two years later, the Company
sold to a Bank for almost 15 times Book Equity. He then joined GE
Capital's small ABL & Factoring
Division. Mr. Siska then became President FactorHelp. He is
currently President of Working Capital Solutions, a subsidiary of WebBank,
offers Refactoring and Participation Programs to entrepreneurial
factors. |
Blaine Waugh
Sales Manager
Riviera Financial
Blaine Waugh joined
Riviera Finance 15 years ago and has served as Manager of Latin
America, Business Development Manager, National Affiliate Manager and,
since 2001, been National Sales Manager for Riviera. As National Sales
Manager, Blaine is responsible for managing the day to day activities
of 15 sales offices and 32 sales professionals. Riviera Finance is a
full service, non-recourse factor that has offices across the US and
Canada.
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Moderator
Pat Haney
President
Crestmark Capital
Pat Haney has spent
the last 21 years of his professional career in the commercial
finance and factoring business. In 1991, he co-founded Healthcare
Capital Management which was created to provide working capital
credit facilities to healthcare providers throughout the southeast.
Commercial Capital Holding was subsequently founded in 1994 and
acted as the corporate umbrella for three lending subsidiaries
including Healthcare Capital. Commercial Capital was acquired by
Crestmark Bank in December 2007 and serves as its regional presence
in the southern United States. Mr. Haney has served as a board
member of the International Factoring Association and has been a
speaker and panel member for a number of national associations,
including the CFA and IFA. |
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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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Christine Churchill
President
KeyRelevance
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•
Search Engine Optimizationn
•
On-Line Marketing
•
Utilizing Paid Search Marketing
•
Social Media Marketing
Christine Churchill, the President of
KeyRelevance, is a recognized expert in the field of Search Engine
Marketing. She is a strong advocate for ethical search engine marketing,
and was a member of the founding Board of Directors of the Search Engine
Marketing Professional Organization (SEMPO).
Christine currently serves as the Chairman of the Dallas-Fort Worth
Search Engine Marketing Association (DFWSEM). Ms. Churchill holds a
Masters Degree in Business and has over 10 years online marketing
experience.
Christine is a regular speaker at Search Engine Strategies, Webmaster
World Publishers Conference, High Rankings Seminars, Internet World, and
other Internet conferences. In addition, she has written widely on
search engine marketing for publications including SearchDay,
MarketPosition, Workz, SitePoint, SearchEngineGuide, and NetMechanic,
and has taught SEO classes through the International Association of
Webmasters.
Prior to founding KeyRelevance, Christine was the Director of Web
Development at NetMechanic. In this role she was the subject matter
expert for NetMechanic's Search Engine Power Pack and HTML Toolbox, the
best-selling toolkit used by many search engine optimizers.
As the Search Engine Optimizer for the NetMechanic site, Christine
consistently doubled search engine traffic to the site every 6-9 months.
As Editor of the NetMechanic Webmaster Tips Newsletter, Christine
increased the subscriber base from 20,000 to 100,000 happy subscribers.
In addition to running KeyRelevance.com, Christine is the Search Engine
Friendly Design and Usability Moderator and the Pay Per Click Moderator
on the High Rankings Forum.
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Factoring Around the World
Does Factoring have one universal concept
or does it vary from country to country? Our panel represents
factors from around the globe. We will be discussing the ways in
which factors on different continents operate.
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Luigi Fossati
Vice President
Ecuadescuento
S.A.
Luigi Fossati worked for
Banco del Pacifico Financial Group from 1979 to 1997, where he was
Executive Vice-president of Pacific National Bank in Miami, Florida.
His responsibilities included the development and management of
correspondent banking, corporate finance and private banking in
selected countries in Central and South America. During his 16 years
in the United States he was also CFO of the Bank. In late 2006 he organized Ecuadescuento to provide
factoring services for domestic and international business. |
Alex Gameiro
Co-Founder & Director
GRP Capital,
Brazil
Alex Gameiro has more than
10 years of experience in Corporate Finance and Restructuring. He held
management positions in the US and in Brazil for companies such as
Kraft Foods, JDSU and Palm. In 2006 he co-founded GRP Capital, a
start-up Factor in Brazil. He is currently the International Director
of the Brazilian Factoring Association (ABFAC) and a columnist for the
Brazilian Factoring Magazine. Alex holds a management degree from the
University of Sao Paulo and an MBA from the UCLA Anderson School of
Management.
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Barrie Smith
President
Factors
Western
Mr. Smith began his career
in 1960, working in General Banking and Sales Finance until 1973. From
1973 to 1984 he operated his own mortgage banking and brokerage firm,
and in 1984 began building a network of cheque cashing stores,
simultaneously commencing the non-recourse factoring of receivables.
In 1997 the cheque cashing Company was sold to Kansas City based H
& R Block. Since then Mr. Smith has focused entirely on factoring. In
2004,with over 20 years experience, Factors Western began offering
factoring as a “franchised” business, presently operating 7 locations
in Canada.
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Moderator
Ian Varley
Vice President
Bibby Financial Services (Holdings),
Inc
Ian Varley is CEO of Bibby International Trade Finance in Atlanta,
GA the specialist division of Bibby Financial Services in the USA
which delivers export and import factoring and purchase order
finance. Ian has over 18 years experience in the UK and US factoring
arena, having managed the Bank of Scotland export factoring division
for over 4 years before joining the Bibby Group in the UK to set up
their International division in 1999. Ian moved to the United States
when Bibby opened their California office in 2003. |
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Small Factors have unique needs. This
discussion is designed to give small factors a forum to discuss and learn.
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Moderator
Jeff Callender
President
Dash Point
Financial Services, Inc.
Jeff Callender,
President of Dash Point Financial Services, Inc., has been involved in
factoring since 1994 when he started as a broker consultant. He started
his own company and soon began factoring small receivables.
He is the author of several books and numerous articles about factoring.
He has been a frequent speaker at workshops and seminars on the subject.
In addition to funding a portfolio of factoring clients, Jeff
provides consulting services for people interested in starting a
factoring business, and has developed online factoring software,
FactorFox. |
Moderator
Ryan Jaskiewicz
President
K & L Finance
Company, LLC
Ryan Jaskiewicz is the founder and
President of K & L Finance Company, LLC. Ryan grew up in the
factoring industry and learned the business from a young age through
his interest in what his father did for a living. He
discovered a niche in the small factoring market that was not being
addressed well enough by the industry as a whole. K & L Finance
Company has a strong conviction that small businesses should be
taken just as seriously as large businesses and consider their
clients as a partnership, not just a business deal. They strive to
always be on the cusp of technological advances that make our
industry more efficient. |
Moderator
David Jencks, Esq.
Attorney
Jencks & Jencks
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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Bert
Goldberg
Executive Director
International Factoring
Association
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The International Factoring
Association
Mr. Goldberg is the Founder and Executive Director of the
International 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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