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.


  • 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


  • 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



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