|Wednesday, May 9th||Thursday, May 10th||Friday, May 11th||Saturday, May 12th|
|8:30- 9:00||Factoring Essentials||Golf||IFA / AFA Update||Conference Update & IFA Legal Counsel Update
Senator Joe Donnelly
|9:00- 10:30||Cooked: Leadership Lessons from a Hustler - Chef Jeff Henderson||Economic and Financial Outlook - Jason Schenker||Idea Exchange|
|11:00- 12:30||Lessons From The Frontlines: Disruption, One Industry At A Time
|Bob Zadek, Esq.||Blockchain – Is it the Technology of the Future?||Canadian Legal Update|
|2:00- 3:30||Miami Food Tour||The Tech Behind Fintech||Using Verbal Statement Analysis to Detect Deception||Factoring 101||Roundtable for Women||Latin America||Boost Innovation and Collaboration Through an Outward Mindset||Current
Topics in Transportation Factoring
|Opportunities & Challenges with the Changing of the Guard||Roundtable for Operational Issues||Supply Chain Finance|
|4:00- 5:30||Young Professionals Reception||Ideas to Rejuvenate and Modernize Your Operations||Factoring Niche Industries 101||Roundtable for Senior Executives||Roundtable for Young Professionals||Cross Border Transfers||Boost Innovation and Collaboration Through an Outward Mindset(Cont'd)||Legal Panel||Roundtable for Small Factors||The Canadian Banking System and Its Impact on Alternative Lenders|
|5:30 - ?||Triumph Welcome Reception||Thursday Reception||Closing Event|
|9:00 - 11:00||Tax Guard Dessert Reception|
|Wednesday, May 9th|
|10am-2:00||Miami Food Tour|
|4pm-5:30||Young Professionals Reception|
|5:30- 7:30||Welcome Reception|
|Thursday, May 10th|
|8:30-9:30||IFA / AFA Update|
|9:30-10:30||Chef Jeff Henderson|
|2:00-3:30||The Tech Behind Fintech|
|2:00-3:30||Roundtable for Women|
|4:00-5:30||Modernize Your Operations|
|4:00-5:30||Roundtable for Senior Executives|
|4:00-5:30||Roundtable for Young Professionals|
|4:00-5:30||Cross Border Transfers|
|Friday, May 11th|
Senator Joe Donnelly
|11:00-12:30||Bob Zadek, Esq.|
|11:00-12:30||Blockchain – Is it the Technology of the Future?|
|11:00-12:30||Canada Legal Update|
|2:00-3:30||Changing of the Guard|
|2:00-3:30||Roundtable for Operations|
|2:00-3:30||Supply Chain Finance|
|4:00-5:30||Outward Mindset Cont'd|
|4:00-5:30||Roundtable for Small Factors|
|4:00-5:30||The Canadian Banking System and Its Impact on Alternative Lenders|
|Saturday, May 12th|
Jeff Henderson inspires with his emotional journey of redemption from the streets to the stove, sharing real-life strategies to help you achieve your dreams, no matter your stage of life.
From humble beginnings in South Central Los Angeles, to life as an imprisoned drug dealer, and then as an award-winning celebrity chef and best-selling author, Jeff is a role model for anyone who needs the encouragement to reinvent their life. Since he discovered his passion and gift for cooking in the unlikeliest of places – prison – Jeff has completely turned his life around, and today serves as a popular and powerful voice for self-transformation. The creator of Food Network's reality series, “The Chef Jeff Project,” host of “Family Style with Chef Jeff,” and the star of the nationally syndicated series, “Flip My Food with Chef Jeff,” he is also the best-selling author of two books.
From overcoming hardship to identifying one’s personal talents, Jeff reveals his hard-knock yet transformative life lessons and the secrets to rising above and realizing your potential. His dynamic and engaging presentations help audiences discover their hidden business aptitudes, make life-changing decisions, and gain a new foothold on the ladder to success.
Chef Jeff Henderson is sponsored by:
Geek Squad Founder & Former CTO of Best Buy
With $200, a bicycle and a subsequent collaboration with Best Buy, Robert Stephens, founder of Geek Squad, transformed the small, cryptic world of tech support and made it accessible. Charming and wildly engaging, he captivates audiences with his passion for entrepreneurship, and stimulating perspectives on advancing technology, effective branding, thoughtful business strategy, and what he thinks is the next “big thing.”
From a student fixing computers to starting a computer consulting business called Geek Squad, Robert grew and developed his company with enough creative strategy to overcome his lack of capital until he sold it to Best Buy in 2002. Since then, Geek Squad has become the world’s preeminent tech support service, and Robert's story has been featured by leading media outlets, including CNN, Newsweek, Fast Company, The Wall Street Journal and Rolling Stone. He served as CEO of Geek Squad and CTO for Best Buy until 2012.
Now, Robert is again disrupting current business models through his most recent venture, Assist, which uses bots and APIs to provide enhanced messaging capabilities for sales and customer service. With big name clients such as Hyatt, Fandango, Sephora and 1-800-Flowers, Robert’s Assist is revolutionizing the way businesses across industry sectors interact with consumers.
The author of The Geek Squad Guide to Solving Any Computer Glitch, Robert was praised for deciphering technical language, further proving his ability to make technology accessible.
Drawing from his entrepreneurial journey and lessons learned along the way, Robert leaves you with thought-provoking insights on developing a culture of innovation, creating memorable customer experiences and tips for identifying and harnessing upcoming disruptive trends.
Robert Stephens is sponsored by:
New technologies have entered the Finance industry. Factors can either embrace these technologies or risk getting left behind. Our panelists have embraced many of these technologies to modernize their operations allowing them to operate more quickly while keeping costs down. Hear which technologies have worked and why.
Michael Bret Hood, CFE
If you were entering into a financial transaction, would you want to know if the other party was lying to you? So many times, you engage in conversations and as the other party is talking, you are formulating your next statement or question instead of listening to what is being said. Doing so can cause us to misinterpret what is actually being said. Since the brain has a natural aversion to lying, you fail to detect certain indicators which would alert you to potential deception by the other party. In this session, you will learn how to focus your attention as well as how to catch the little nuances of language to proactively determine when someone isn't being completely honest with you.
You Will Learn How To:
Michael “Bret” Hood is a financial crimes, money laundering and leadership expert with 25 years experience in the Federal Bureau of Investigation. During his career, Bret has worked on some of the most infamous cases in American history to include 9/11, the Oklahoma City Bombing and the multi-billion dollar HealthSouth fraud case. Because of his experience, Bret was chosen to be an adviser when the FBI created their executive leadership development programs as well as being chosen to be a leadership instructor at the FBI’s National Academy, a 10 week college program for law enforcement executives from all over the world.
Bret has led over 50 United States government delegations to foreign countries and has been accepted as an adjunct professor of leadership for the University of Virginia. Bret has instructed and created blocks of instruction on a range of topics to include forensic accounting, executive leadership, crisis management, Foreign Corrupt Practices Act, money laundering and anti-bribery compliance programs. Some of the venues in which Bret has instructed include the National Executive Institute, the Association of Certified Fraud Examiner’s Global Fraud Conference, the University of South Florida, Florida Gulf Coast University, Florida Institute of CPAs, the Malaysian Federal Reserve, regional/international law enforcement executive development seminars as well as International Law Enforcement Academies in Hungary, Dubai and Botswana.
Bret has been qualified as a financial crimes and money laundering expert in the Middle District of Florida as well as the Eastern District of Missouri. Bret is a four time winner of the United States Attorney’s Office Special Agent of the Year award for his work in financial crime and money laundering. In addition, Bret has received two commendations from the FBI Director for Leadership and Innovation.
From 2000 to the present, Bret has traveled the world representing the United States government teaching various courses on financial crime and money laundering to various law enforcement and governmental entities around the world. Bret has served as an adjunct professor of leadership for the University of Virginia as well as a permanent guest instructor for a forensic accounting class at Florida Gulf Coast University. In 2015 and 2016, Bret was chosen to be a featured speaker at the Association of Certified Fraud Examiner’s Global Fraud conferences. Bret has served as an instructor of financial crime and money laundering training for the Florida Institute of CPAs, the Association of Certified Fraud Examiners, as well as various CPA chapters around the country. Bret has written numerous scholarly articles on fraud, qui tam actions, and other financial crimes that were published in Fraud magazine as well as the University of Miami Business Law Review.
If you are new to Factoring or would like a refresher on the basics, this session is for you. Some of the topics that Brian will be discussing are:
Brian was the past President and Chief Credit Officer for Far West Capital. Prior to joining the Far West Capital team, Brian was the co-owner and president of Comresco Capital, LLC, a factoring company founded in 2002 and sold to Bibby Financial in 2007. Brian has also served in a number of senior management roles in the commercial finance and banking industry. Brian uses his passion for working with and growing small businesses to create a value added consultative affiliation with his clients. Brian graduated from Texas Tech University with a Bachelor of Business Administration in Economics.
Women in Commercial Finance shouldn't miss this opportunity to openly exchange ideas and experiences with other women on various topics relevant to the commercial finance industry. Three prominent industry professionals will lead the discussion which is open to women at all stages of their career.
During this session, our panelists will be discussing issues specifically related to factoring in Latin America. Some of the topics to be discussed are:
Our panelist will be discussing different methods to streamline, modernize and rejuvenate your operations. Ideas will include topics such as software, management, technology, work flow, staffing and communications with clients.
This valuable networking opportunity will provide a forum for young professionals under 40 years of age who are early in their careers to discuss valuable ways to learn and share from others in similar positions. Young professionals face unique challenges on the road to success and this gathering provides an ideal atmosphere to discuss and exchange experiences.
This high level gathering provides a platform for senior executives to share best practices and discuss the challenges that often come with being top decision makers. Senior Executives will discuss several key issues and topics while expanding their networking circle.
The Senior Executives Roundtable is sponsored by:
Every industry has a different procedures and rules to follow in order to be able to safely and successfully fund invoices.
This session is designed to give you the basics of how what you need to be aware of to fund those invoices in that sector.
Some of the industries to be covered are:
Cross Border Factoring with emphasis on Mexico, Central & South America and Europe.
Senator Joe Donnelly is honored to represent the State of Indiana in the U.S. Senate. Previously, he served the 2nd Congressional District of Indiana in the House of Representatives, and was first elected in 2006. After being reelected to the House in 2008 and 2010, he was elected to the Senate in 2012.
Joe is committed to a moderate and common sense agenda that includes creating and preserving jobs, a strong national defense, reducing the debt and deficit, fighting for our veterans, and promoting an all-in energy plan. In the Senate, he serves on the Armed Services Committee, Banking Committee, Agriculture Committee, and Aging Committee. In the Armed Services Committee, he serves as the Ranking Member of the Strategic Forces Subcommittee and on the Airland and Emerging Threats and Capabilities Subcommittees. On the Agriculture Committee, he serves on the following subcommittees: Commodities, Markets, Trade and Risk Management, on which he serves as Ranking Member; Jobs, Rural Development and Energy; and Livestock, Marketing and Agriculture Security. On the Banking Committee he serves as Ranking Member on the National Security and International Trade and Finance subcommittee and on the Financial Institutions and Consumer Protection subcommittee and the Economic Policy subcommittee.
Prior to serving in Congress, Joe helped run a small business in Mishawaka. As a result of this firsthand experience, Joe understands the unique challenges that business owners face today. Joe also practiced law in South Bend. Joe previously worked with both Democrats and Republicans to ensure fair and accurate election results by serving on the Indiana State Election Board from 1988 to 1989. Additionally, he was a member of the School Board for Mishawaka Marian High School from 1997 to 2001, serving as President during the 2000 to 2001 term
Joe lives with his wife Jill in north central Indiana. Joe met Jill in South Bend while students at the University of Notre Dame and they have two children, Molly and Joe Jr. From coaching his kids’ basketball and baseball teams years ago to being a member of St. Anthony de Padua Parish, Joe has fully invested himself in his community and is proud to call Indiana home.
Joe Donnelly is sponsored by:
Mr. Schenker is the world’s top ranked financial market Futurist. Bloomberg News has ranked Mr. Schenker one of the most accurate forecasters in the world in 36 different categories since 2011, including #1 in the world in 21 categories for his forecasts of the Euro, the Pound, the Swiss Franc, the Russian Ruble, the Brazilian Real, crude oil prices, natural gas prices, gold prices, industrial metals prices, agricultural commodity prices, and non-farm payrolls.
Mr. Schenker has written four books, including three #1 Best Sellers: Commodity Prices 101 (2012), Recession-Proof (2016), and Electing Recession (2016). His most recent book, Jobs for Robots, was published in February 2017. Mr. Schenker is also a Columnist for Bloomberg View and Bloomberg Prophets. Mr. Schenker has appeared as a guest and guest host on Bloomberg Television, as well as a guest on CNBC. He is frequently quoted in the press, including The Wall Street Journal, The New York Times, and The Financial Times. Mr. Schenker is also a Columnist for Bloomberg View and Bloomberg Prophets. Prior to founding Prestige Economics, Mr. Schenker worked for McKinsey as a Risk Specialist, where he was responsible for directing industrial, energy, and agricultural trading and risk initiatives on six continents. Before McKinsey, Mr. Schenker worked for Wachovia as an Economist.
Mr. Schenker holds a Master’s in Applied Economics from UNC Greensboro, a Master’s in Negotiation from CSU Dominguez Hills, a Master’s in German from UNC Chapel Hill, and a Bachelor’s with distinction in History and German from The University of Virginia. He also holds a Certificate in FinTech from MIT, a Certificate in Supply Chain Management from MIT, a Certificate in Professional Development from UNC, and a Certificate in Negotiation from Harvard Law School. Mr. Schenker holds the professional designations CMT® (Chartered Market Technician), CVA® (Certified Valuation Analyst), ERP® (Energy Risk Professional), and CFP® (Certified Financial Planner).
Mr. Schenker is an active executive in the FinTech startup scene, as the founder of Hedgefly, a multi-vendor FinTech risk management platform, and as a member of the Central Texas Angel Network. Previously, he was the CFO of a private equity crowdfunding startup. In October 2016, Mr. Schenker founded The Futurist Institute to help analysts and economists become futurists. He is also the Futurist for the Hyperloop One Massachusetts Global Challenge Team, and a member of the National Association of Corporate Directors.
Mr. Schenker is a member of the Texas Business Leadership Council, the only CEO-based public policy research organization in Texas, which has a limited membership of 125 CEOs and Presidents.
Jason Schenker is sponsored by:
Bob is one of the premier attorneys and an expert in the field of factoring. An attorney with the San Francisco office of Buchalter, 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.
Blockchain is a distributed ledger that records transactions. This technology has the potential to drastically change the way transactions are conducted and recorded. Blockchain technology coupled with digital currencies is poised to revolutionize the mechanism in which payments are made.
Phil's career in the communications field is characterized by his passionate interest in technology, media, and emerging forms of communication.
At Edelman, Phil has counseled clients across all of the firm’s practices and markets worldwide. In this role, Phil challenges teams and companies to engage with online communities in ways that are compelling, persuasive, and parallel with “digital citizenship” expectations. For this reason, he remains the firm’s go-to counselor for digital crisis and potentially volatile community management scenarios.
During his near-decade in Silicon Valley prior to joining Edelman, Phil worked with such innovative companies as SRI International, Adaptec, Matrix Semiconductor (now part of SanDisk/WD), and Hitachi Semiconductor (now Renesas). Phil’s work helped guide clients to win the Technology Pioneers Programme Award at the World Economic Forum in Davos, Switzerland. Twice.
Known for industry “firsts,” Phil is widely considered to be the first PR professional to start a blog (2001) and the first to describe and demonstrate the value of blockchain technology in communications. Phil also co-founded Corporate Representatives for Ethical Wikipedia Engagement (CREWE), a group of PR professionals and Wikipedians who seek to cooperate in the public interest of accurate articles about corporations and organizations.
Phil earned a B.A. in communications from Saint Mary’s College of California and an M.B.A. from Purdue University (Northwest Indiana). He also designed and teaches “Online Communities in the Public Relations Context” for Kent State University’s master’s program in public relations.
An avid open-source supporter and enthusiast, Phil serves as the communications director for the Chicago Blockchain Center, volunteers for University of Illinois at Chicago’s annual student-run Flourish conference, and has used Linux since 1994.
A panel of Canadian legal experts will review case rulings that have taken place in various Canadian jurisdictions over the past year and discuss their practical implications for Factors and Asset Based Lenders operating in the Canadian marketplace.
This session focuses on the transportation sector. We will be discussing issues related to the legal and operational aspects that companies who finance in the transportation sector need to be aware of.
We will also be discussing Blockchain in Freight: Why is it Important? Members of BiTA understand that blockchain isn’t just an industry disruptor, it’s technology that will revolutionize the way people do business. BiTA wants to usher in this change in a uniform way that will benefit the entire industry. All companies within BiTA share a unified mission of developing a standards framework, educating the market on blockchain applications, and encouraging the use of said applications through exemplary implementation. In addition to establishing market standards, the Organization is focused on engaging with the industry and providing educational resources to ensure the full potential of the benefits of blockchain technology is carried through. Blockchain offers the opportunity to solve for transparency and create efficiencies across the industry. BiTA standards will address smart contracts, freight payments, asset maintenance and ownership history, chain of custody of freight, and other issues facing the industry.
Organizations are made up of individuals, people who come to work every day engaged in tasks to accomplish a common goal. However, the effectiveness of these individual and collective efforts is determined by something below the surface. Something that is driving every behavior and is so foundational that the organizations who ignore it are literally dying on the vine. What is this unseen force? Mindset. Mindset is about how we see our work, other people and the organization as a whole. Imagine what would happen if leaders and individuals within in an organization operated with a mindset that was committed to the success of everyone around them instead of just themselves. What would happen to conflict? What would happen to culture? What would happen to performance?
In this session participants will be equipped with:
Arbinger was founded in 1979 to deliver these solutions. Since then, Arbinger has worked with thousands of individuals and organizations to help them transform their effectiveness and performance.
Early on, Arbinger’s growth was fueled solely by clients who spread the word about Arbinger’s impact. Arbinger’s public profile was then dramatically increased by the global success of its first book, Leadership & Self Deception, which was published in 2000. The book quickly became a word-of-mouth bestseller. It is now available in 30 languages and has sold over 1.5 million copies.
Arbinger’s second international bestseller, The Anatomy of Peace, was published in 2006. Available in 14 languages and having sold nearly 500,000 copies to date, The Anatomy of Peace demonstrates the power of Arbinger’s work in resolving conflict.
Arbinger is now recognized as a world-leader in improving organizational culture, conflict resolution, and changing mindset Mitch Warner serves as Managing Partner of the Arbinger Institute. Mitch received his B.A. in philosophy and is a licensed Skilled Nursing Administrator. He joined Arbinger after serving as chief executive of skilled nursing and rehab facilities for one of Arbinger’s clients, Plum Healthcare. The operations under his supervision at Plum received the highest clinical rating by the California Department of Health. As an operations director at Plum, Mitch was a member of the financial and clinical turnaround team providing intervention and crisis management. During a period of significant growth, Mitch was heavily involved in operationalizing Arbinger’s work into the fabric of Plum’s culture. Mitch joined Arbinger in 2010, bringing the perspective and hands-on experience of an Arbinger client to Arbinger’s executive team.
In his role as Managing Partner, Mitch directs the development of Arbinger’s training and consulting programs and highly customized large-scale organizational culture change initiatives. He has been instrumental in Arbinger’s rapid growth, including its expanding international presence in over 20 countries. He is the co-author of Arbinger’s latest bestseller, The Outward Mindset. Mr. Warner has delivered training and consulting internationally to leaders and organizations across a broad range of industries. He is a sought-after speaker, teacher, and advisor to leaders of corporations, governments, and organizations of all kinds around the world on the topics of leadership, collaboration, mindset and culture change, conflict resolution, alignment, and strategy. Mr. Warner is a licensed Skilled Nursing Administrator in the State of California.
All individuals and companies must plan for their future. Owners of factoring companies must participate in succession planning. Younger employees plan how to move up the corporate ladder with an eye on eventual management/ownership positions. During this session we will be discussing how the next generation of CEO's and owners can work their way up in the corporation and how management must be grooming those younger employees to eventually take the reins.
This is an open forum for operations personnel to discuss relevant commercial finance issues.
Supply Chain Finance, (Supplier Finance or Reverse Factoring) historically has been used by larger buyers and global suppliers. This type of financing is now being used domestically by smaller companies. During this session, we will be discussing how SCF works and various ways that you can enter this type of financing.
This is an open forum for personnel of smaller factoring companies to discuss relevant commercial finance issues.
Our panel of experts will be discussing about how the Canadian Banking System functions with 5 major banks Four of these banks are in the top fifty in the world and they dominating the market. These Banks along with some quasi government near bank have a significant impact on the economy and the financial community including alternative lenders. It should be noted that the Canadian banks did not have meltdown during the recession.
Bert 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.