What: Account Executive/Loan Officer Hybrid Training Class

Where: Bellagio Hotel - Las Vegas, NV

When: Thursday & Friday, July 17-18, 2025

Learning Objectives:

Learning Objectives:

• Deal Evaluation Process
• Contracts, P.O.'s and Vendor Agreements
• Invoice Verification Procedures
• Checking the Paper Trail
• Reviewing and Approving Debtor Credit Limits
• Incoming Transactions & Compliance
• Dealing with Credit Memos
• Reserve Management
• Management of the Accounts Receivable Aging
• Monitoring Tax Payments
• Collection Procedures
• Specific Industry Concerns and Pitfalls
• Client Service Techniques
• Working with Government Contracts
• Management Policies and Strategies
• Documentation and Compliance Procedures
• Assignment Procedures and Issues

Legal Counsel will be provided by Michael W. Ullman, Esq. and Jared A. Ullman, Esq. - Ullman & Ullman, P.A.

Note: Schedule subject to change.

For further information and to REGISTER for this event go to www.factoringconference.com