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Account Executive/Loan Officer Training Class

October 5th, 2020 9:00am

What: Account Executive/Loan Officer Training Class

Where: Planet Hollywood Resort and Casino- Las Vegas, NV

When: Monday & Tuesday, October 5 - 6, 2020

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

Michael W. Ullman, Esq. - Principal - Ullman & Ullman, P.A. will provide legal counsel.

Note: Schedule Subject to Change

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

2021 Presidents & Senior Executives Meeting

January 28th, 2021 9:00am

What: 2021 Presidents & Senior Executives Meeting

Where: Candado Vanderbilt Hotel - San Juan, Puerto Rico

When: Thursday and Friday, January 28 - 29, 2021

2021 Presidents & Senior Executives Meeting

Presidents and Senior Executives of 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 Presidents and Senior Executives in the factoring industry. This meeting is designed to facilitate that discussion.

The Schedule:

  • Thursday & Friday, January 28 - 29, 2021

Some of the Topics Covered:

  • State of the Industry
  • Marketing
  • Negotiations
  • How to Generate Business in 2020
  • Regulations
  • Planning for the Future
  • Funding Options
  • New Products
  • Legal Issues
  • Fintech
  • Additional Topics TBA

Michael Ullman, Esq. - Principal - Ullman & Ullman, P.A. will provide legal counsel.

Note: Schedule Subject to Change

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

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Events

Account Executive/Loan Officer Training Class
What: Account Executive/Loan Officer Training Class Where: Planet Hollywood Resort and Casino- Las Vegas, NV When: Monday & Tuesday, October 5 – 6, 2020 Learning Objectives: Deal Evaluation Process Contracts, P.O.’s and Vendor Agreeme… Read More
2021 Presidents & Senior Executives Meeting
What: 2021 Presidents & Senior Executives Meeting Where: Candado Vanderbilt Hotel – San Juan, Puerto Rico When: Thursday and Friday, January 28 – 29, 2021 2021 Presidents & Senior Executives Meeting Presidents and Senior Executive… Read More