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

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 16th & 17th, 2016

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.

IFA 2016 Presidents / Senior Executives Meeting

Panama City skyline and the Panama Bay.

IFA 2016 Presidents / Senior Executives Meeting

Thursday & Friday, January 28th & 29th, 2016

Trump Ocean Club International Hotel and Tower - Panama City, Panama

Specific topics will be addressed that are of concern to Senior Executives. Some of the topics of concentration are:

  • State of the Industry
  • Marketing
  • Negotiations
  • How to Generate Business in 2016
  • 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 speaker at this event.

ABA Business Law Section Annual Meeting

2015-ABA-Annual-Section-Mtg-300x174What:
American Bar Association, Business Law Section Annual Meeting

Where:
Hyatt Regency Chicago

When:
September 17-19, 2015

The Business Law Section Annual Meeting is designed for all business law professionals. Attend this Annual Meeting in Chicago this September to enjoy comprehensive business law programming, including:

  • More than 70 CLE programs prepared and presented by practice-area experts
  • Topical sessions covering the latest business law issues relevant to your practice
  • Social events designed to facilitate networking and establish new contacts with other business law professionals
  • Hundreds of Committee and Subcommittee meetings addressing developments in all areas of business law

Michael W. Ullman, Esq. is one of the speakers at this Annual Meeting.

Account Executive / Loan Officer Training Class

2015-IFA-Las-Vegas1-300x131What: Account Executive / Loan Officer Training
Class

Where: Paris Hotel and Casino - Las Vegas, Nevada

When: Thursday & Friday, June 18th & 19th, 2015

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.

21st Annual Factoring Conference

Where: The Roosevelt Hotel, New Orleans, Louisiana2015-IFA-NewOrleans01

When: Wednesday, April 15, 2015 through Saturday, April 18, 2015

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:

  • Leadership and Preparedness in the 21st Century
  • The Current Political and Legislative Environment
  • Fraud Forum
  • Energy Factoring
  • Factoring 101 - basic overview of Factoring
  • Legislative Changes in Latin America
  • Regulatory Environment in Washington DC
  • Keys to Customer Retention
  • Financing Inventory-in-Transit
  • Current Topics in Transportation Factoring
  • Factoring With the European Community
  • Working With Difficult Transactions
  • The Truth about Gender Intelligence
  • Doing Business in Quebec
  • Economic Forecast
  • Legal Panel
  • Effectively Gather Information, Avoid Deception and Spot Liars
  • Small Factors Roundtable
  • Case Studies in Latin America

Michael Ullman is participating as a conference speaker for the session Working With Difficult Transactions, How It Starts, isn't Always How It Ends.

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

21st Annual Factoring Conference

What: 21st Annual Factoring Conference

Where: The Roosevelt Hotel, New Orleans, Louisiana2015-IFA-NewOrleans01

When: Wednesday, April 15, 2014 through Saturday, April 18, 2014

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:

  • Leadership and Preparedness in the 21st Century
  • The Current Political and Legislative Environment
  • Fraud Forum
  • Energy Factoring
  • Factoring 101 - basic overview of Factoring
  • Legislative Changes in Latin America
  • Regulatory Environment in Washington DC
  • Keys to Customer Retention
  • Financing Inventory-in-Transit
  • Current Topics in Transportation Factoring
  • Factoring With the European Community
  • Working With Difficult Transactions
  • The Truth about Gender Intelligence
  • Doing Business in Quebec
  • Economic Forecast
  • Legal Panel
  • Effectively Gather Information, Avoid Deception and Spot Liars
  • Small Factors Roundtable
  • Case Studies in Latin America

Michael Ullman is participating as a conference speaker for the session Working With Difficult Transactions, How It Starts, isn't Always How It Ends.

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

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