Home

Wednesday, May 17 - Friday, May 19, 2017

The Driskill Hotel
604 Brazos Street, Austin, TX


The Only Event Designed Solely for Entrepreneurial Finance and Factoring Executives
CFA's Independent Finance & Factoring Roundtable is a great opportunity for you to network and hear from an array of speakers discussing issues concerning entrepreneurial finance and factoring organizations. 


REGISTER NOW

Hotel Reservation Details

The Driskill Hotel is the official Conference hotel. Please click here to receive the discounted Conference rate of $269 + tax per night. Registrants are required to make their own hotel reservations. The deadline to make your hotel reservation at this rate is April 21, 2017; however, you are urged to make them as soon as possible.


Agenda

Time Event Description
Wednesday, May 17

3:00 p.m. – 6:30 p.m. Registration
5:00 p.m. – 6:30 p.m. Opening Reception
Thursday, May 18

7:45 a.m. – 4:00 p.m. Registration
7:45 a.m. – 9:00 a.m. Breakfast Session: Retooling Your Workforce with Millennials

Presented by: Stephanie Maas, ThinkingAhead
How will the workforce of the future differ from the past? What is important to this demographic and how to attract, train and retain your future staff? What to consider if you are selling to a millennial?
9:00 a.m. – 10:00 a.m. Coffee Break
10:00 a.m. – 11:00 a.m. Roundtable Discussion on Personnel

Facilitated by: Leigh Lones, GenConnect
Sharing what works and what doesn’t in today’s workforce and the workforce of the future.
11:00 a.m. – 12:00 p.m. Legal Developments that Affect the Small Entrepreneurial Lenders

Moderator: Jeff Wurst, Ruskin Moscou Faltischek P.C.
Panelists: Gary Krasna, Esq., Gary M. Krasna, P.A.
Jerry Loeser, Winston & Strawn LLP

Do we need to worry about CFPB reaching down to our segment of the market? Bank regulations – should we expect them to stay the same, tighten or loosen under the new administration?

How are the Courts treating entrepreneurial lenders and factors?

What are the legal issues confronting the IFF players?

Online and out of the wealthier.


12:00 p.m. – 2:00 p.m. Lunch
2:00 p.m. – 4:00 p.m.

The CEO’s Role in the Independent Finance/Factoring Company

Presented by: Corey Blake, Founder & CEO, Round Table Companies

What should you be focused on? Where should your time be spent? How strategic planning can drive your businesses success
6:00 p.m. Reception and Dinner Sponsored by Wells Fargo Capital Finance
Friday, May 19            

8:30 a.m. – 12:30 p.m. Breakfast & Registration
9:00 a.m. – 10:00 a.m. The Competitive Landscape – How are the Independent Finance/Factoring Companies Positioning Themselves for the Future?

Moderator: Cole Harmonson, Far West Capital
Panelists: Mark Cerminaro, RapidAdvance
Wood Kaufman, TBS Capital Funding
Scott Winicour, Gibraltar
Discuss investment in technology solutions, strategic marketing initiatives and competing with an internet-based world. How is it envisioned that this will increase the sale value of the enterprise? Trend in merging factoring and FinTech.
10:00 a.m. – 10:15 a.m. Coffee Break
10:15 a.m. – 11:30 a.m. Roundtable Discussion on Alternative Methods of Business Development – Boots on the Ground, Technology and Sales Comp

Facilitated by: Stewart Chesters, Republic Business Credit
An open discussion of what works, what doesn’t and how to align the company’s goals with the sales team. Topics to be discussed include social media, call centers, e-mails blasts, PR firms and sales commission plans.
11:30 a.m. – 1:30 p.m. Lunch (Can be taken to-go)

Thank you to our Sponsors




 

 

Travel Information

Austin-Bergstrom Airport (AUS) is 13 miles from The Driskill Hotel. Several shuttle-bus services operate from both airports and taxis are also readily available (approx. $30-$40).

 


 

Registration Fees

Member: $895

Registration is limited to employees of Commercial Finance Association member organizations. For membership information, please contact Tim Atkinson at tatkinson@cfa.com or (212) 792-9395. Exceptions are made for sponsors. For more information on sponsorship opportunities, please contact James Kravitz at jkravitz@cfa.com or (646) 839-6080. Click here to download the registration form.

 

Attire

Business casual.  Meeting rooms may be drafty so we recommend bringing extra layers.  The average temperature for Austin in May is 80°F.

 

Conference Activity Policy

If you would like to hold a reception or other event during the Conference, please keep in mind that these events cannot conflict with any scheduled Conference activity.  Also, if your event will take place at The Driskill Hotel, CFA can help you easily secure space.  Please contact CFA at 212-792-9397 in advance of making any arrangements.

 

Hotel Reservation Details

The Driskill Hotel is the official Conference hotel. Please click here to receive the discounted Conference rate of $269 + tax per night. Registrants are required to make their own hotel reservations. The deadline to make your hotel reservation at this rate is April 21, 2017; however, you are urged to make them as soon as possible.

 

Cancellations and Refunds

All cancellations must be received in writing by May 10, 2017, and will be subjected to a 20% administrative fee. Refunds are not offered after May 10, 2017.

 

Registration List

The deadline for being listed in the Official Directory of Registrants is May 10, 2017. After this date, all registrations, changes, or replacements must be processed onsite at the CFA Registration Desk on-site. Walk-ins and replacements are always welcome.

A list of registered attendees will be emailed to all who are registered on or around May 15, 2017. The list is intended to enhance attendees’ networking opportunities and is not to be used for mailing purposes.

 

Need to Make a Change?

To make any change to your registration information, such as your registration type or contact information, please contact us at CFA_Events@cfa.com or call 212-792-9390.

 

Continuing Education Credits

CPAs: Number of CPE credits available is based on the sessions attended. There is no advance preparation required for this group-live offering. Commercial Finance Association is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

 

Have a question that wasn't answered?

For questions relating to the IFFR or CFA, please call 212-792-9390 or email us.