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Annual NYIC + IFA Northeast Chapter Factoring Program

March 5, 2025 2:00 PM - 5:00 PM (EST)

Description

Immerse yourself in a 3-hour program of industry insights and professional growth at the NYIC + IFA Northeast Chapter Annual Factoring Program!

This in-person event offers a unique opportunity to earn up to 3.0 Continuing Professional Education (CPE) credits while delving into crucial topics shaping the landscape of factoring. Speakers will cover a spectrum of subjects. 

Don't miss this chance to enhance your knowledge, connect with industry experts, and elevate your career in the dynamic world of factoring!

Agenda
2:00PM - Registration/Networking
2:10PM - Panel 1
3:10PM - Panel 2
4:00PM - Panel 3
Event concludes by 5:00PM

Panel 1: Factoring 2025: What Do The Factoring Experts See?
Moderator, Harvey Gross, President, HSG Services, Inc.
Martin Efron, EVP, Head of Factoring, White Oak Commercial Finance, LLC
Gen Merritt-Parikh, President, Haversine Funding
Paul Schuldiner, Chief Lending Officer, Rosenthal & Rosenthal, Inc.
Raphael Torres, Head of Originations, Wells Fargo Commercial Services

Panel 2: E-Commerce and Fintech Panel
Moderator, Terry Keating, Chief Executive Officer, Access Capital, Inc.
Alexander Kayfetz-Gaum, VP, Operations, XEN
Jeff Knopman, Co-Founder and Principal, Profit Solutions Group, Inc.
Robert Martucci, Executive Vice President, Rosenthal & Rosenthal, Inc.
Terry Pierce, Director of Alliances, Raistone

Panel 3: Legal Panel: Disclosures, Tariffs, Inter Creditor Agreements, and dealing with MCA's
Moderator, Richard Simon, Partner, Mandelbaum Barrett PC
Bob Grbic, Financial Services Consultant
Jeff Sirchio, Director of Loan Operations, Aurous Financial Services
Stuart Wells, Counsel, White and Williams LLP

Pricing

$65 NYIC Members
$65 IFA Northeast Chapter Members
$95 Non-Members

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Contact Information

New York Institute of Credit (NYIC)
Name: Amy Sinclair
Email: asinclair@instituteofcredit.org
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