What: 2022 Annual Factoring Conference

Where: Sheraton Boston, Massachusetts

When: May 4 - May 6, 2022

2022 Annual Factoring Conference

The Annual Factoring Conference is the world's largest conference dedicated to banks and finance companies that offer financing through Factoring and Accounts Receivable Financing. An impressive array of speakers is assembled to provide the information and knowledge needed to manage and grow your portfolio along with countless hours of networking time and an exhibit hall filled with companies providing services for the Factoring industry.

Some of the Topics Include:

• Digging for Hope: Turning Wine to Water and Other Modern Day Miracles
• Securing the Future: Unmasking Cybercriminals and the Triple Threat Facing Business and You
• Current Topics in Transportation Factoring
• Factoring 101
• Credit & Collections
• Reports from the Courts
• Current Canadian Climate for Factoring in Canada: Pre Pandemic vs Now
• Complementary Financing for Factors
• Current Legal Issues*
• Technology Trends for Factors

* Michael Ullman and Jared Ullman will be speaking about Current Legal Issues

Note: Schedule Subject to Change

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

What: 2022 Presidents & Senior Executives Meeting

Where: Condado Vanderbilt Hotel - San Juan, Puerto Rico

When: Thursday & Friday, February 3-4, 2022

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, February 3-4, 2022

Some of the Topics Covered:

• State of the Industry
• Marketing
• Negotiations
• How to Generate Business in 2022
• Regulations
• Planning for the Future
• Funding Options
• New Products
• Legal Issues
• Additional Topics TBA

*Legal Counsel will be provided by Michael Ullman, Esq. and Jared Ullman, Esq.

What: Account Executive/Loan Officer Training Class

Where: Paris Hotel - Las Vegas, NV or Online Via Zoom

When: Thursday & Friday, June 17 - 18, 2021

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. and Jared A. Ullman, Esq. - 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

What: 2021 Annual Factoring Conference

Where: The Arizona Biltmore, Phoenix, Arizona

When: May 12 - May 15, 2021 - Hybrid Meeting, Attend In-Person or Virtually

2021 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
• Senate Viewpoint on the Regulation and Oversight of the Finance and Small Business Community
• Considerations in Buying & Selling Factoring Companies & Portfolios
• 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

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

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

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

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