2024 Annual Presidents & Senior Executives Meeting
What: 2024 Annual Presidents & Senior Executives Meeting
Where: The Westin at Frenchman's Reef, St. Thomas, USVI
When: January 31 - February 2, 2024
Some of the Topics Covered:
- State of the Industry
- Marketing
- Negotiations
- How to Generate Business in 2024
- Regulations
- Planning for the Future
- Funding Options
- New Products
- Legal Issues
- Staffing
- Cybercrime
- Supply Chain Issues & Stressors
- Technology
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
Account Executive/Loan Officer Hybrid Training Class
What: Account Executive/Loan Officer Hybrid Training Class
Where: Bellagio Hotel - Las Vegas, NV
When: Thursday and Friday, July 27-28, 2023
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 Ullman, Esq. and Jared Ullman, Esq.
29th Annual Factoring Conference
What: 2023 Annual Factoring Conference
Where: Roosevelt Hotel - New Orleans, LA
When: Thursday & Friday, May 11 - 12, 2023
The Schedule:
Thursday & Friday, May 11-12, 2023
Some of the Topics Covered:
Event details will be posted below as they become available.
2023 Annual Presidents & Senior Executives Meeting
What: 2023 Annual Presidents & Senior Executives Meeting
Where: Archer Hotel - Napa California
When: Thursday & Friday, February 2-3, 2023
The Schedule:
Thursday & Friday, February 2-3, 2023
Some of the Topics Covered:
- State of the Industry
- Marketing
- Negotiations
- How to Generate Business in 2023
- Regulations
- Planning for the Future
- Funding Options
- New Products
- Legal Issues
- Staffing
- Cybercrime
- Supply Chain Issues & Stressors
- Technology
- Additional Topics TBA
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
Exit Strategies & Workouts Training Class
What: Exit Strategies & Workouts Training Class
Where: Planet Hollywood Resort and Casino - Las Vegas, NV
When: Monday & Tuesday, October 10 - 11, 2022
Some of the Topics Covered Will Be:
- Warning Flags
- Slow Down of Payments
- Excessive Short Payments
- Change in Ownership
- Sloppy Paperwork
- Communication Issues (or Non-Communication)
- Exit Plan and Action Plan
- Review Docs
- Tightening Controls
- Document Communications
- Renotification to Debtors
- Dropping the Hammer
- Damage Control
- Filing TRO's
- Criminal vs. Civil Action
- Getting Paid Out
- Secondary Steps
- Encourage Client to Find Alternate Funding
- Use of Turnaround Consultants
- Bankruptcy
- Filing Considerations
- Future Filing Planned
- Filing Performed in the Past
- Fraud
- Transgressions
- Collusion
- Using Attorneys
- Contacting Authorities
Michael W. Ullman, Esq. and Jared A. Ullman, Esq. - Ullman & Ullman, P.A. will be Instructors at this event.
Note: Schedule Subject to Change
For further information and to REGISTER for this event go to www.factoringconference.com
Account Executive/Loan Officer Hybrid Training Class
What: Account Executive/Loan Officer Training Class
Where: Planet Hollywood Resort and Casino- Las Vegas, Nevada or Online Via Zoom
When: Thursday & Friday, June 23 - 24, 2022
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 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
28th Annual Factoring Conference
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
2022 Presidents & Senior Executives Meeting
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.
Account Executive/Loan Office Hybrid Training Class
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
27th Annual Factoring Conference
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
