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 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

Account Executive/Loan Officer Training Class

What: Account Executive/Loan Officer Training Class

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

When: Thursday and Friday, June 11 - June 12, 2020

Account Executive/Loan Officer Training Class

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 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

26th Annual Factoring Conference

What: 2020 Annual Factoring Conference

Where: Omni Nashville, Nashville, TN

When: Thursday and Friday, April 22 - April 25, 2020

2020 Annual Factoring Conference

The Annual Factoring Conference is the world's largest conference dedicated to companies that offer all types of accounts receivable financing. An impressive array of speakers has been assembled to present the information and knowledge needed to grow and manage your portfolio, along with many opportunities for networking with others in the factoring industry.

Some of the Topics Include:

  • The Big Shift: How Customer Behavior & Technology is Changing the Future of Factoring
  • Lean from History or be Doomed to Repeat it
  • Rise of Fraud in the Digital Era
  • Tech 101 for Factors
  • Risk Management in Cross-Border Factoring
  • A Look Into the Future of Factoring Technology
  • Factoring 101
  • How the Economy will affect Factors
  • Supply Chain Finance *
  • Legal Panel

* Michael Ullman and Jared Ullman will be speaking about Supply Chain Finance

Note: Schedule Subject to Change

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

2020 Presidents & Senior Executives Meeting

What: 2020 Presidents & Senior Executives Meeting

Where: Andaz Costa Rica Resort at Peninsula Papagayo, Costa Rica

When: Thursday and Friday, January 23 - 24, 2020

2020 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.

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

Legal Counsel will be provided by Michael Ullman, Esq., Principal at Ullman & Ullman, P.A.

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

Supply Chain Finance Training Class

What: Account Executive/Loan Officer Training Class

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

When: Monday and Tuesday, October 21 – 22, 2019

Supply Chain Finance Training Class

Have you considered adding Supply Chain Finance to the products that you offer? We’ve assembled a group of Supply Chain Finance experts to conduct a course specializing in Domestic Supply Chain Finance. Our emphasis will be on the long tail with focus on smaller vendors. The goal of this course is to instruct Factors on how to market, price and operate Supply Chain Finance.

Some of the Topics Covered Will Be:

  • • Supply Chain Finance Overview
    • What is Supply Chain Finance?
    • How it differs from Factoring
    • Advantages / Disadvantages over Factoring
    • Can it Be Done Domestically?
    • Can it Be Done for Small Suppliers?
    • Target markets
    • Value Proposition for Buyer & Supplier
    • Solution Elements
    • Pricing
    • Insurance
    • Competitive Landscape (Banks, IT Platforms, Marketplace)
    • Challenges with Supply Chain Finance
    • Legal Infrastructure
    • Working with a Vendor vs. Going Alone
    • How Factors Can Participate
    • Will your Funder allow? How to Fund.

Michael Ullman, Esq., Principal at Ullman & Ullman, P.A., will serve as an Instructor at this event.

To register for this event go to www.factoring.org.

Account Executive/Loan Officer Training Class

What: Account Executive/Loan Officer Training Class

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

When: Thursday and Friday, June 20 – 21, 2019

Account Executive/Loan Officer Training Class

The Account Executive/Loan Officer Training Course is a comprehensive two-day course covering a multitude of issues related to factoring. This course is designed to help employees within your organization become more knowledgeable about the factoring industry.

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., Principal at Ullman & Ullman, P.A.

To register for this event go to www.factoring.org.

IFA 25th Annual Factoring Conference

What: 2019 Factoring Conference

Where: Manchester Grand Hyatt, San Diego, CA

When: April 3 - 6, 2019

2019 Factoring Conference

The Annual Factoring Conference is the world's largest conference dedicated to companies that offer all types of accounts receivable financing. An impressive array of speakers has been assembled to present the information and knowledge needed to grow and manage your portfolio, along with many opportunities for networking with others in the factoring industry.

Some of the Topics Include:

  • Recognizing the Technologies and Trends That Are Transforming Factoring
  • Factoring 101
  • Unique Challenges of Factoring in Latin America
  • Strategic Roles of Factors in Expanding the Frontier of Trade in the 21st Century
  • Update from IFA Counsel
  • The Current Economic and Financial Outlook
  • Report from the Courts - How You and Your Friends Made Out In the Courts
  • Blockchain and Factoring
  • Your Personal Marketing Playbook: How to Create Referrals for your Factoring Practice
  • Current Topics in Transportation Factoring
  • Comparing Bank Owned vs. Independently Owned Factors
  • Supply Chain Finance *
  • Roundtable for Small Factors
  • Factoring Legal Cases: Update and the Most Efficient Ways of Dealing with Canadian Litigation
  • Interactive Legal Panel at Lightning Speed **

* Michael Ullman will be speaking about Supply Chain Finance

** Jared Ullman will be part of the Interactive Legal Panel

Note: Schedule Subject to Change

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

IFA 2019 Presidents & Senior Executives Meeting

What: Presidents & Senior Executives Meeting

Where: Casa Marina Resort - Key West

When: Thursday & Friday, January 24-25, 2019

2019 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 24 - 25, 2019

Some of the Topics Covered:

  • State of the Industry
  • Marketing
  • Negotiations
  • How to Generate Business in 2019
  • Regulations
  • Planning for the Future
  • Funding Options
  • New Products
  • Legal Issues
  • Additional Topics TBA

Legal Counsel will be provided by Michael Ullman, Esq., Principal at Ullman & Ullman, P.A.

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

Think Ahead or Be Left Behind Training Class

What: Think Ahead or Be Left Behind Training Class

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

When: Thursday & Friday, October 18-19, 2018

Think Ahead or Be Left Behind Training Class

If you are not planning for the future, the odds of survival are greatly reduced. This course is specifically designed to instruct Factors in 2018 how to plan for and prosper during the changes that are occurring now and expected in the future. This course is designed for both the independent and bank-owned Factor and we will cover topics that are of concern to you. Don't miss this opportunity to learn from experts and plan for the coming disruptions.

The Schedule:

  • Thursday & Friday, October 18 - 19, 2018

Some of the Topics Covered:

  • M&A Activity - Advantages/Disadvantages;
  • Valuations - How to value, Looking to purchase/sell;
  • Financing - How to finance yourself, Leverage;
  • Corporate Structure - LLC vs. Corporate, Client's structure;
  • Tax Implications;
  • Technology - Software options and AI interfaces;
  • Products - ABL, PO, Inventory, Equipment, Overadvances, Fintech, Supply Chain;
  • Staffing - Employee vs Contractor, Millennials.

Speakers:

  • Jim Allin - Senior Vice President Asset Based Lending, Triumph Commercial Finance
  • Stewart Chesters - CEO, Republic Business Credit, LLC
  • Kerry Higley - Owner, GenConnect
  • David Merlo, CPA - Director/Principal, Glenn Burdette
  • Tim Stute - Managing Director & Head of Specialty Finance, Hovde Group

Moderator:

  • Jay Atkins - President, Seacoast Business Funding - a division of Seacoast Bank

Legal Counsel will be provided by Michael Ullman, Esq., Principal at Ullman & Ullman, P.A.

To register for this event go to www.factoring.org.

Account Executive/Loan Officer Training Class

What: Account Executive/Loan Officer Training Class

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

When: Thursday & Friday, June 21-22, 2018

The Account Executive/Loan Officer Training Course is a comprehensive two-day course covering a multitude of issues related to factoring. This course is designed to help employees within your organization become more knowledgeable about the factoring industry.

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 Ullman will be providing Legal Counsel

To register for this event go to www.factoring.org.

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Events

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
What: 2021 Annual Factoring Conference Where: JW Marriott Desert Springs Resort & Spa, Palm Desert, CA When: May 12 – May 15, 2021 – Hybrid Meeting, Attend In-Person or Virtually 2021 Annual Factoring Conference The Annual Factoring C… Read More