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.

 

 

24th Annual Factoring Conference

What:    2018 Annual Factoring Conference

When:   Wednesday May 9th through Saturday May 12th, 2018

Where:  Fontainebleau Hotel - Miami Beach, Florida

 

 

 

 

 

 

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.

 

Topics Include:

  • Cooked:  Leadership Lessons from a Hustler - Chef Jeff Henderson
  • Lessons From The Frontlines: Disruption, One Industry At A Time
  • The Tech Behind Fintech
  • Using Verbal Statement Analysis to Detect Deception
  • What Are You Really Saying? Using the Words People Choose to Detect Deception
  • Factoring 101
  • Roundtable for Women in Commercial Finance
  • Latin American Factoring 
  • Ideas to Rejuvenate & Modernize Your Operations
  • Roundtable for Young Professionals
  • Roundtable for Senior Executives
  • Factoring Niche Industries 101
  • Cross Border Transfers
  • Conference Update
  • Update from IFA Counsel
  • Senate Viewpoint on the Regulation and Oversight of the Finance and Small Business Community
  • The Current Economic and Financial Outlook
  • How the Economy will affect Factors
  • Report from the Courts - How You and Your Friends Made Out In the Courts
  • Lessons to be Learned From this Year's Court Decisions
  • Learn How the Courts Treated IFA Members
  • Blockchain – What is It?
  • Is it the Technology of the Future?
  • How Will It Affect Finance and Trade?
  • Canadian Legal Update
  • Current Topics in Transportation Factoring
  • Learn Techniques to Improve your Corporate Culture, Job Performance and Eliminate Workplace Conflict
  • Dramatically Boost Innovation and Collaboration Through an Outward Mindset
  • Opportunities and Challenges with the Changing of the Guard
  • Roundtable for Operations Personnel
  • Supply Chain Finance
  • Legal Panel - Jared Ullman, Esq. is part of the panel
  • Roundtable for Small Factors
  • The Canadian Banking System and its Impact on Alternative Lenders 

 

Note:  Schedule Subject to Change

 

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

 

 

Domestic Supply Chain Finance Training Class

 

What:     Domestic Supply Chain Finance Training Class

Where:   Hilton Conrad - Miami, Florida

When:     Thursday & Friday, February 22nd and 23rd, 2018 

 

 

Learning Objectives:

  • 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?
  • Value Proposition for buyer and supplier
  • Solution Elements
  • Target Markets
  • Pricing
  • Insurance
  • Implementation
  • Competitive Landscape
  • Challenges with Supply Chain Finance
  • Legal Infrastructure
  • How Factors can participate (Onboarding, How to sell your participation)
  • How to Fund
  • Working with a vendor vs. going alone

Legal counsel will be provided by:

  • Michael Ullman, Esq. - Principal - Ullman & Ullman, P.A.

For further information and to REGISTER for this event go to www.factoring.org.

 

IFA 2018 Presidents / Senior Executives Meeting

 

What:       2018 Presidents/Senior Executives Meeting

Where:     Mauna Kea Beach Hotel - Kohala Coast, Hawaii Island, HI

When:       Thursday & Friday, January 25th & 26th, 2018

 

 

 

 

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 25th  & 26th, 2018

Learning Objectives:

We will be discussing specific topics that are of concern to Senior Executives. Some of the topics that we will concentrate on are:

  • State of the Industry
  • Marketing
  • Negotiations
  • How to Generate Business in 2018
  • Regulations
  • Planning for the future
  • Funding options
  • New products
  • Legal issues
  • Additional Topics TBA

The second component of our meeting will concentrate on networking. We will begin on Wednesday evening with a Welcome Reception. Breakfast and lunch will be held together to give you a chance to network with the other attendees. Dinner on Thursday evening will also be included.

 

Michael W. Ullman will be a presenter at this event.

 

To register for this event go to:  https://www.factoring.org

Factoring State and Federal Governmental Receivables - Webinar

 

What:   Webinar

When:  Thursday, December 14, 2017: 1pm - 2pm PST (Pacific Time Zone)

 

 

 

 

This webinar addresses key legal issues that factors [and asset-based lenders] need to consider when deciding whether to offer factoring or asset-based lending facilities to businesses that sell goods or services to state and federal governmental units, which issues include: sovereign immunity, the Federal Assignment of Claims Act, State regulations governing the assignment of claims, the application of Article 9 of the Uniform Commercial Code to transfers made by state government units, mandatory pre-litigation contract dispute procedures and more. We will discuss an actual collection lawsuit that a factor brought against a state governmental unit account debtor to collect accounts, and how to overcome numerous defenses that the state government unit account debtor raised against the factor to seek to prevent the factor from collecting the accounts.

Jared Ullman will instruct this event.

 

For further information and to REGISTER for this event go to www.factoring.org.

Advanced Factoring & Legal Forum

 

What:       Advanced Factoring & Legal Forum

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

When:       Thursday * Friday, October 19th & 20th, 2017

 

In this Advanced Forum, attendees will have the opportunity to explore, learn and deal with complex business and legal issues that arise in lending and Factoring transactions.

Topics Include:

  • Intercreditor and Subordination issues with drafting considerations;
  • Dealing with Market Place Lenders;
  • Factoring case studies including: notice of assignment claims, credit insurance policies, Factoring governmental agencies and legal services;
  • Advanced Transportation Factoring issues;
  • Opportunities to address additional topics will be available.

Instructors:Mike Ullman, Esq. - Principal - Ullman & Ullman, P.A.

  • Michael Ullman graduated from Nova University Magna Cum Laude. He has been actively practicing in the areas of factoring and asset-based lending for over 30 years. Mike is a member of the Florida and American Bar Associations as well as the Bankruptcy Bar Association for the Southern District of Florida.

 

  • Jared Ullman, Esq. - Partner - Ullman & Ullman, P.A.
    Jared Ullman is an associate at Ullman & Ullman with experience in bankruptcy, restructuring and other commercial transactions as well as commercial litigation. Jared also has experience managing securitized institutional loans with value in excess of $50 million. His substantial experience in finance and business law makes him a highly valued member of the Ullman & Ullman team.

 

For more information 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, Nevada

When:   Thursday & Friday, June 22nd  & 23rd, 2017

 

Topics Include:

  • Invoice Verification Procedures
  • Checking the Paper Trail
  • Reviewing and Approving Debtor Credit Limits
  • 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
  • Transportation Factoring Issues

 

Michael W. Ullman, Esq. is one of the instructors for this training class.

 

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

23rd Annual Factoring Conference

 

What:    2017 Annual Factoring Conference

When:   Wednesday April 5th through Saturday April 8th, 2017

Where:  Omni Fort Worth - Fort Worth, Texas

 

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.

Topics Include:

  • Miracle on Everest - Dr. Beck Weathers
  • Accelerating Growth
  • Using Hard Trends to Anticipate Disruptions, Problems and Opportunities
  • Technology-Enabled Innovation: Creating and Sustaining Competitive Advantage
  • What Factors Can Learn From the Fintech Disruption
  • Online Monitoring Tools: Watching the Web and Social Media for Fraud
  • Factoring 101
  • Roundtable for Women in Commercial Finance
  • Documenting for Latin American Factoring Transactions
  • Your Portfolio is Sending out Warning Signals – Are You Listening?
  • Warning Signs during Take On and Funding
  • Beware: Things to Watch for in Operations
  • Roundtable for Young Professionals
  • Roundtable for Senior Executives
  • Legal 101
  • How to Factor Chinese Receivable
  • Conference Update
  • Update from IFA Counsel
  • Economic Forecast
  • How the Economy will affect Factors
  • eport from the Courts - How You and Your Friends Made Out In the Courts
  • Lessons to be Learned From this Year's Court Decisions
  • Learn How the Courts Treated IFA Members
  • Blockchain – What It is All About and Global
  • Implications
  • How it will Affect Finance and Trade
  • Is it the Currency of the Future
  • Canadian Legal Update
  • Current Topics in Transportation Factoring
  • Cultivating a Culture of Success
  • Everyday Problems That Can Disrupt Your Factoring Relationship and Cost You a Valuable Client - and How to Creatively Solve Them.
  • Roundtable for Operations Personnel
  • Using PO Finance Companies to Facilitate International Trade
  • What to do When Your Canadian Client Goes Bankrupt 

Note:  Schedule Subject to Change

For further information and to REGISTER for this event go to www.factoring.org.

IFA 2017 Presidents / Senior Executives Meeting

What:    IFA 2017 President / Senior Executives Meeting

When:  Thursday & Friday, January 26th & 27th, 2017

Where: Casa de Campo Resort - La Romana, Dominican Republic                              

This event will include specific topics that are of concern to Senior Executives.  Some of the topics being concentrated on are:

  • State of the Industry
  • Marketing
  • Negotiations
  • How to Generate Business in 2017
  • Regulations
  • Additional Topics TBA

The second component of our meeting will concentrate on networking. We will begin on Wednesday evening with a Welcome Reception. Breakfast and lunch will be held together to give you a chance to network with the other attendees. Dinner on Thursday evening will also be included.

Michael W. Ullman will be a presenter at this event.

https://www.factoring.org

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