July 17th, 2025 8:00am
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