Factoring Conference Factoring Conference

Date Activity Location Time
Wednesday, April 3 Golf Tournament Steele Canyon Golf Club 6:30 am - 2:00pm
Factoring Essentials Gaslamp ABCD 8:00am - 4:00pm
  San Diego Food Tour Gaslamp District 10:00am - 2:00pm
Chapter Reception Balboa BC 4:30pm - 5:30pm
Young Professionals Reception Balboa A 4:30pm - 5:30pm
Triumph Welcome Reception Pool Deck 5:30pm - 7:30pm
Thursday, April 4 Thursday Reception Pool Deck 5:30pm - 7:30pm
Tax Guard Dessert Reception Seaport Foyer 9:00pm - 11:00pm
Friday, April 5 Closing Event Parq 6:00pm - 10:00pm
Saturday, April 6 Idea Exchange Gaslamp ABCD 9:00am - 12:00pm
Wednesday, April 3th
6:30 am - 2:00pm Steele Canyon Golf Club - Golf Tournament
8:00am - 4:00pm Gaslamp ABCD - Factoring Essentials
10:00am - 2:00pm Gaslamp District - San Diego Food Tour
4:30pm - 5:30pm Balboa BC - Chapter Reception
4:30pm - 5:30pm Balboa A - Young Professionals Reception
5:30pm - 7:30pm Pool Deck - Triumph Welcome Reception
Thursday, April 4th
5:30pm - 7:30pm Pool Deck - Thursday Reception
9:00pm - 11:00pm Seaport Foyer - Tax Guard Dessert Reception
Friday, April 5th
6:00pm - 10:00pm Parq - Closing Event
Saturday, April 6th
9:00am - 12:00pm Gaslamp ABCD - Idea Exchange

 April 3rd
 6:30am - 2:00pm

Golf Tournament

Location: Steele Canyon Golf Club

One of San Diego's finest golf clubs. Steele Canyon is a 27-hole championship golf course designed by Gary Player, one of history’s greatest golfers. He designed Steele Canyon with great respect and appreciation for the natural beauty of the terrain.

Since opening for play, Steele Canyon has been celebrated as one of California’s most exciting golf courses. From the dramatic elevation changes of the Canyon nine to the subtle nuances of the Vineyard nine and the total seclusion of the Ranch nine, any combination will make for a wonderful day of golf. As a recipient of Golf Digest's prestigious "4-½ Star Award" and more recently a City Beat News Spectrum Award winner, Steele Canyon Golf Club has been nationally recognized as one of Southern California's best publicly accessible golf courses.


  • Transportation to and from course
  • Green Fees and Cart
  • Practice Range Balls
  • Shotgun Start
  • Box Lunch
  • Rental clubs available for $60

Price:  $210

Golf is sponsored by:

Wells Fargo Capital Finance-Lender Finance Division


 April 3rd
 10:00am - 2:00pm

San Diego Food Tour

Location: San Diego Food Tour

Our tour starts in the historic Gaslamp Quarter, taking you on a leisurely stroll throughout the Gaslamp District and Downtown. During your stroll, your guide will share juicy tidbits and interesting scoops about Downtown San Diego, like the original Red Light District and the gambling halls that used to reside in the present day area. As you enjoy a peaceful walk past the Horton Grand Hotel and William Heath Davis house courtyard, learn about celebrities & politicians who once graced the area and the Gaslamp’s most famous & official dog, Bum. You’ll be sampling bites from some of the best restaurants in America’s Finest City which may include Chicago-style pizza pies, gourmet Indian cuisine, handmade desserts, rustic-Italian creations, bites with a rooftop view and much, much more.

Some of the food specialties may include (subject to change):
  • Mexican Classics
  • French Cafe
  • Italian
  • Indian
  • Pizza

This private tour includes all taxes service and tour gratuity.

Price:  $70

 April 3rd
 4:30pm - 5:30pm

Chapter Reception

IFA Chapters include those in the Northeast, Midwest and Canada. This reception is for chapter members to meet and discuss the chapter offerings. Chapters members as well as those looking to establish a chapter in their area are invited.

Location: Balboa BC

 April 3rd
 4:30pm - 5:30pm

Young Professionals Reception

Young professionals under 40 years of age are invited to mix and mingle freely at the Young Professionals Reception. This high-energy reception will provide an opportunity for attendees to grow a strong peer and professional network of colleagues. Designed to inspire and connect, attendees will learn even more about our dynamic industry from other participants who are similar in age.

Location: Balboa A

 April 3rd
 5:30pm - 7:30pm

Welcome Reception

The Triumph Welcome Reception is sponsored by:

Triumph Business Capital


Triumph Commercial Finance


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 with a name badge. Guests who have purchased a spouse ticket may attend with a registered attendee.

Location: Pool Deck

 April 4th
 5:30pm - 7:30pm

Thursday Reception

The Thursday Reception will be sponsored by:

Crestmark       Crestmark Bank

Lenders Funding       Lenders Funding, LLC

Saint John Capital Corporation       Saint John Capital Corporation

Thursday's Reception is open to all conference attendees with a name badge. Guests who have purchased a spouse ticket may attend with a registered attendee. Food, drinks and entertainment will be provided.

Location: Pool Deck

 April 4th
 9:00pm - 11:00pm

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 with a name badge. Guests who have purchased a spouse ticket may attend with a registered attendee.  Desserts, drinks and entertainment will be provided.

Location: Seaport Foyer

 April 5th
 6:00pm - 10:00pm

Closing Event

PARQ San Diego has brought together the leaders in the restaurant and nightclub industries to bring an unparalleled nightlife experience on 6th and Broadway in the Gaslamp district of San Diego, CA.

The Dinner will be sponsored by:

Brookridge Funding       Brookridge Funding

First Tennessee Bank       First Tennessee Bank

Levinson, Arshonsky & Kurtz, LLP       Levinson, Arshonsky & Kurtz, LLP

We will begin with a cocktail reception and entertainment followed by dinner. The Closing Event is open to all conference attendees with a name badge. Guests who have purchased a spouse ticket may attend with a registered attendee.

Location: PARQ San Diego

 April 6th
 9:00am - 12:00pm


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 informal opportunities for sharing ideas.

Some of the comments from previous Conference Attendees:

  • "Excellent format. Enjoy meeting fellow experts to discuss operational topics in a small setting. Allows great for in-depth discussions."
    Mark Tiggeloven, Advantage Business Capital

  • "Great way to end the conference. Sharing ideas with others and seeing what they are facing is extremely valuable."
    Travis Pigg, BAM Worldwide LLC

  • "One of my favorite events. Always interesting and fun."
    Max Regenold, TradeGate Finance, Inc.

The Idea Exchange is open to all conference attendees.  Continental Breakfast is included.

Location: Gaslamp ABCD

Factoring Essentials

Who should attend?

If you are a new factor company, an individual new to factoring, or just wish to brush up on your knowledge, the factoring Essentials course will provide you with the background you need to be a successful factor.

What will be covered?

This course will cover the basics of what you need to do to be successful in this industry. We will cover such topics as:

  • Factoring Defined
  • Contract Basics
  • Uniform Commercial Code
  • How to Find Clients
  • Underwriting and Credit
  • Notifications and Verifications
  • The Daily Business Flow
  • Ending the Relationship

Training Course Includes:

  • Training Course and all materials
  • Continental Breakfast, Lunch and Breaks

Price:      $495 ($545 Non-Members)