Events

Date	Event	Venue	Time/Location
May 6	Factoring Essentials Hybrid Training Class	Omni Hotel or Online	Nashville, TN or Zoom
May 6 - 8	IFA Annual Factoring Conference	Omni Hotel	Nashville, TN
May 27	Recent Court Decisions: What the TX MCA Ruling Means for Factors	Webinar	11am - 12pm Pacific Time
June 10	Scaling Risk: How Underwriting Changes from Small Carriers to Large Fleets	Webinar	11am - 12pm Pacific Time
July 8	Factoring Government Receivables	Webinar	11am - 12pm Pacific Time
Aug 18 - 19	The Law & Business of Factoring Hybrid Training Class	Dallas Studio or Online	Dallas, TX or Zoom
Sept 14 - 16	2026 Annual Transportation Factoring Meeting	Fontainebleau	Las Vegas, NV
Oct 12 - 14	2026 Annual Roundtable Summit	Hilton	Fort Worth, TX

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Factoring Essentials Hybrid Training Class

The Factoring Essentials training course is your comprehensive guide to factoring. Whether you're venturing into the world of factoring for the first time or looking to sharpen your existing skills, this course is designed to equip you with the essential knowledge to thrive in the industry.

For individuals new to factoring, this course takes you through the fundamental concepts, principles, and best practices, laying a solid foundation for starting your career. You'll explore the intricacies of assessing creditworthiness, managing risk, and understanding the dynamics of client relationships. From the basics of invoice factoring to the nuances of due diligence, you'll gain a holistic understanding of the processes involved.

Even if you're a seasoned professional looking to refresh your knowledge, the Factoring Essentials training course has something for you. It keeps you updated on the latest trends and industry insights, ensuring that you stay ahead in an ever-evolving landscape. By the end of this course, you won't just be familiar with the essentials of factoring; you'll be equipped with the tools and knowledge needed to excel. So, whether you are new to the industry or simply looking to refine your skills, embark on this learning journey and set yourself on the path to becoming a successful factor.

You have the option of attending this class in-person or online. The online attendee will be in a live classroom setting with speaker interaction.

The Venue: Omni Nashville - Nashville, TN or Online via Zoom

The Schedule:

• Wednesday, May 6, 2026: 8am - 4pm (Central Time)

Learning Objectives:

• Introduction to Factoring
• Factoring Law
• Uniform Commercial Code
• Underwriting and Credit
• Factoring Contracts
• Debtor Credit
• Notifications and Verifications
• The Daily Business Flow
• Problem Clients & Ending the Relationship
• How to Find Clients
• Hot Topics

Speakers:

• Gen Merritt-Parikh - President, Haversine Funding
  Gen Merritt-Parikh is the President of Haversine Funding.  With more than 25 years of experience in commercial finance, she is responsible for originations, underwriting, investment analysis, and management and asset allocation strategy. In 2018, as President of Allied Affiliated Funding, she led the company to a successful sale to a nationally chartered bank. Previously, Gen worked in the factoring and asset-based lending space with companies including Liquid Capital, Comresco Capital and Guaranty Business Credit. She holds a Bachelor of Arts degree in Business and Economics from the University of Texas at Dallas, serves on the Factoring Committee for the Secured Finance Network (SFNet) and holds the Subject Matter Expert designation by the International Factoring Association, having helped develop the first factoring certification program for the industry. She was recognized by the ABF Journal as one of the top women in ABL for 2022 and by SFNet in 2019 as one of the noted women in commercial finance. She joined Haversine Funding in 2020 and resides in the Dallas metroplex with her husband.
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• Vince Mancuso, CAEF - EVP, Citizens Business Bank/ Bay View Funding
• Vince Mancuso has a career spanning over 25 years in commercial finance. He is currently the EVP of Citizens Business Bank/Bay View Funding where he is responsible for leading the origination effort, managing a deep bench of portfolio development officers and indirect growth initiatives. Most recently, he was Managing Director of Haversine Funding where his responsibilities encompassed overseeing underwriting, nurturing crucial lender finance client relationships, expanding their network and industry partnerships, and playing a key role in shaping their broader strategic vision for the management company. Prior to joining Haversine, Vince held the position of President and CEO at a prominent North American commercial finance company, where he demonstrated his exceptional leadership skills. In addition to his operational duties, Vince holds a CAEF designation from the International Factoring Association, underlining his commitment to advancing the commercial finance industry.
  
  Legal counsel will be provided by:
  
  Jim Cretella, Esq. - Partner, Blank Rome
• James “Jim” M. Cretella dedicates his practice to representing institutional and specialty lenders, banks, and commercial finance, factoring, and specialty finance companies, as well as borrowers, in creating, negotiating, and documenting a variety of alternative and specialty finance products. For middle- and upper-middle-market clients, Jim handles transactions, including traditional asset-backed lending (“ABL”) deals, larger factoring deals, channel (inventory) finance deals, supply chain finance deals, and other trade finance transactions such as off-balance sheet receivable purchase facilities and purchase order financings. For smaller, private lending clients he acts as outside in-house counsel, documenting all front-end transactions (e.g., smaller factoring, ABL, and recurring revenue deals) and provides counsel on other legal issues. Additionally, Jim represents smaller lenders as a borrower in negotiating their credit facilities and as buyer/seller in various portfolio acquisitions and sales. Jim has considerable experience with monthly recurring revenue (“MRR”) based lines of credit to software as a service (“SaaS”) companies. He also represents clients in pre-bankruptcy workouts and restructurings. Jim’s clients operate across a wide range of industries, including staffing, technology, FinTech, lender finance, government contracting, transportation, and energy, among others.

Accommodations:

Training class registration is required prior to reserving a room. Booking information will be emailed to attendees upon registration. 
Rooms based on availability. Room block expires on April 3, 2026.

Fee:

• The fee for this training class is $695 for IFA Members and Ally Members ($795 for Non-Members)
• Price is per attendee. A unique participant ID will be sent to all online attendees.

This is an add-on training class to the IFA Annual Factoring Conference. You do not need to be registered for the IFA Annual Factoring Conference in order to register for this additional training class.

The meeting will run from 8am - 4pm. The fee includes tuition, course materials, breakfast, coffee breaks and lunch. With the exception of meals, because of the hybrid interaction, the in-person and virtual attendee will have a similar experience during this training class. Virtual attendees will be in a live online classroom environment where they can pose questions to the speaker throughout the class. 

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Webinar - Recent Court Decision: What the Texas Ruling Means for Factors
A recent Texas bankruptcy court decision failed to apply the statutory “True Sale” presumption under Article 9 section 9-109(e), as enacted in Texas’s version of the UCC - and elected to recharacterize an MCA transaction as a usurious loan -rather than a true sale of future receivables under Article 9 of the UCC. This webinar analyzes the decision and how the factoring community should be prepared to address these issues if raised by a factoring client in a recourse factoring relationship.

The Venue: Online Via Zoom

The Schedule:

• Wednesday, May 27, 2026: 11am - 12pm PT (Pacific)

Speakers:

• Jared Ullman, Esq. - Principal, Ullman & Ullman, P.A.
• Jared Ullman is a principal with the law firm Ullman & Ullman, P.A., located in Boca Raton, Florida. Ullman & Ullman has been co-counsel to the International Factoring Association for more than 20 years and has been advising and counseling factors and lenders for more than 45 years. Jared has represented factors, forfaiting companies, and various asset-based lenders, including purchase order, equipment, and inventory finance companies, in a host of areas, including, among others, transactions, due diligence issues, regulatory matters, workouts, Chapter 11 bankruptcy matters (including post-petition debtor-in-possession financing), and litigation in state and federal courts, as well as complex domestic and international commercial arbitration. 
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• Michael Ullman, Esq. - Principal, Ullman & Ullman, P.A.
• As principal of the firm, Michael Ullman has served as counsel and trusted advisor to over 200 factoring companies throughout the United States and abroad. He also serves numerous other business clients in a range of industries. He started Ullman & Ullman in 1980. Ullman & Ullman, P.A. specializes in all forms of commercial transactions and litigation, including domestic, international and complex arbitration proceedings, entity formation and drafting of contracts and agreements. Because of his more than 35 years of experience and significant involvement with factoring, forfaiting and asset-based lending, Mr. Ullman has extensive familiarity with business operations in a diverse range of industries. Mr. Ullman serves as co-counsel for the International Factoring Association, a position he has held for over 10 years, and lectures frequently at IFA events as well as publishing frequently in the organization’s journal.

Fee:

          This webinar is FREE for IFA Members and Ally Members. ($100 for non-members)
          A unique participant ID will be sent to all attendees.

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Webinar - Scaling Risk: How Underwriting Changes from Small Carriers to Large Fleets
This webinar will cover how underwriting and ongoing due diligence must change as factoring clients grow or more complex carrier operations enter the Factor's portfolio. We will examine the key differences in risk profiles, including operational complexity, customer concentration, financial reporting, and exposure to market volatility.

The webinar will highlight how traditional small-fleet underwriting models can break down at scale and will provide practical guidance on adjusting credit analysis, monitoring practices, and stress testing for larger fleets. Attendees will come away with a clearer framework for identifying and monitoring risk and implementing underwriting approaches that properly scale with their clients’ size. 

The Venue: Online Via Zoom

The Schedule:

• Wednesday, June 10, 2026: 11am - 12pm PT (Pacific)

Speaker:

• David Jencks, Esq. - Jencks Law, P.C.
• David Jencks is an attorney with more than 25 years of experience in transportation and transportation finance. He represents factors and transportation companies in both transactional matters and litigation. David is a member of the Transportation Lawyers Association and serves as co–general counsel to the International Factoring Association. For nearly two decades, he has been a featured keynote speaker at the IFA’s Annual Conference and its Transportation Factoring Meeting. He has also led numerous trainings and webinars on all facets of transportation factoring, including account management, credit, technology issues, fraud prevention, risk management, problem-load resolution, billing practices, and legal compliance.

Fee:

          This webinar is FREE for IFA Members and Ally Members. ($100 for non-members)
          A unique participant ID will be sent to all attendees.

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Webinar - Factoring/Financing United States Government Receivables
This webinar will explore the unique considerations involved in factoring or financing receivables owed by the United States Government. Participants will gain an understanding of the key differences between government account debtors and private commercial customers, along with the critical due diligence issues factors must address before entering into these transactions. The session will also examine how contract disputes between the government and the supplier can affect financing arrangements, and what should be considered when planning an effective exit strategy. The webinar will include practical insights and a real-life “war story” illustrating the challenges and lessons learned in government receivables financing.

The Venue: Online Via Zoom

The Schedule:

• Wednesday, July 8th, 2026: 11am - 12pm PT (Pacific)

Topics:

• Important Due Diligence Issues
• Understanding Key Differences Between Account Debtors
• Critical Issues Involving Contract Disputes
• Exit Strategy Issues
• Real-Life War Story

Speaker:

• Jared Ullman, Esq. - Principal, Ullman & Ullman, P.A.
• Jared Ullman is a principal with the law firm Ullman & Ullman, P.A., located in Boca Raton, Florida. Ullman & Ullman has been co-counsel to the International Factoring Association for more than 20 years and has been advising and counseling factors and lenders for more than 45 years. Jared has represented factors, forfaiting companies, and various asset-based lenders, including purchase order, equipment, and inventory finance companies, in a host of areas, including, among others, transactions, due diligence issues, regulatory matters, workouts, Chapter 11 bankruptcy matters (including post-petition debtor-in-possession financing), and litigation in state and federal courts, as well as complex domestic and international commercial arbitration. Jared can be contacted at (561) 338-3535 or jared.ullman@uulaw.net

Fee:

          This webinar is FREE for IFA Members and Ally Members. ($100 for non-members)
          A unique participant ID will be sent to all attendees.

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Transportation Factoring Meeting

Transportation Factoring organizations have unique needs. One of the best ways to help with your strategic planning is to spend time discussing those issues with other Transportation Factors. The purpose of this meeting is to provide a forum with current industry topics for Transportation Factors. This is a unique opportunity to share ideas and learn from others. Along with roundtable group discussions, guest speakers will dive into topics ranging from upcoming changes in the transportation industry, critical transportation factoring issues, and future trends. There will also be an exhibit hall with vendors that provide services for Transportation Factors.

The Venue: Fontainebleau Las Vegas, Las Vegas, NV

The Schedule: September 14-16, 2026

• Monday Welcome Reception: 5:00pm - 6:30pm
• Tuesday Meeting: 7:30am - 4:00pm
• Tuesday Cocktail Social: 5:00pm - 6:30pm
• Wednesday Meeting: 7:30am - 12:00pm

Accommodations:

• A special rate at the Fontainebleau Las Vegas of $274/night has been negotiated for this event. (plus $45/night resort fee)
• Rooming information and booking link will be emailed to registered attendees.
• Limited availability. Room block expires on August 14, 2026.

Fee:

          The fee for this meeting is: $1,295 (IFA Members Only)
          Meeting attendees must have a minimum of 2 years Factoring experience.
 
The Transportation Meeting is limited to 4 attendees per Factoring company. If you would like to register more than 4 attendees, please email info@factoring.org for additional attendees to be placed on the wait list. Additional attendees can register after July 1st depending on space availability in the meeting.

We recommend registering early, as this meeting is limited in attendance and has sold out in the past. Attendance for Non-Factoring Companies and Ally Members is limited to exhibitors and sponsors.

The meeting will run from 7:30am - 4:00pm on Tuesday and 7:30am - 12pm on Wednesday. There is a Welcome Reception on Monday evening from 5:00pm - 6:30pm and a Cocktail Reception on Tuesday evening from 5:00pm - 6:30pm. The registration fee includes tuition, course materials, breakfasts, coffee breaks, Tuesday lunch, Welcome Reception, Tuesday Reception and entrance to exhibit hall.

Registration will open on May 1, 2026.