Account Executive / Loan Officer Training Class

Starts:  Jun 16, 2016 08:00 (PT)
Ends:  Jun 17, 2016 17:00 (PT)

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

Instructors:

  • Jay Atkins   - President, Seacoast Business Funding a Division of Seacoast Bank 
    Jay is a 30 year Commercial Finance Executive, holding titles as CEO or President within the Factoring Industry for the last 20 years. Jay currently serves as President of Seacoast Business Funding.

  • Amy Balciunas, CAEF - Executive Vice President, Sky Business Credit, LLC
    Amy has been involved in the factoring industry for over 10 years beginning as an account executive. Amy eventually moved into underwriting and structuring transactions, and then transitioned to overseeing the credit department and portfolio management. Amy is detail oriented, diligent and excels at managing risk. She believes that flexibility is important for both servicing the client and maximizing returns for the factoring company. Amy was one of the first to achieve the IFA’s Certified Account Executive in Factoring designation and is involved with the National Association of Credit Management. She has a Bachelor’s of Science in Finance from the University of Illinois Urbana-Champaign.

  • Diana Clover - President - D&S Factors
    Diana started her business career at the age of 19 when she was made the manager of her father's general store in Portola, CA, while going to school full time. After graduating from the University of Nevada, Reno, with a Bachelor's degree in Elementary Education she taught for two years. Upon completing her MBA in 2005 she took over the position of Chief Operations Officer for D&S Factors.

  • Mike Ullman, Esq. - Principal - Ullman & Ullman, P.A.
    Mr. Ullman graduated from Nova University Magna Cum Laude. He has been actively practicing in the areas of factoring and asset-based lending for over 25 years. Mr. Ullman is a member of the Florida and American Bar Associations as well as the Bankruptcy Bar Association for the Southern District of Florida.

Accomodations:

  • A special rate at the Planet Hollywood of $89 has been negotiated for this event. There is also a $29/night resort fee. This includes use of the fitness center and internet access in your room.
  • You can make reservations by calling Planet Hollywood at 866-317-1829 and ask for the SMINF6 rate.
  • Or you can reserve a room online by clicking here
  • Room block expires on May 16, 2016.

United Airlines:

  • United is the official airline of the IFA. If you call the United Reservations Meetings Desk at 800-426-1122 or go online at United Airlines, to book your reservations, you will receive a 5% discount off the lowest applicable discount fare. For all tickets issued through the United Meetings Reservations Desk, there will be a $25 per ticket service fee collected.
    Make sure to provide the Z Code ZWCV and Agreement Code 290445.

Fee:

    The fee for this course is $895 ($945 for Non-IFA Members)

Special Discount:

    Register the same person for this course and the Law and Business of Factoring course and receive a $100 total discount. Please call 805-773-0011 to receive this discount.
The meeting will run from 8am - 4pm on Thursday and 8am - 3pm on Friday, with a reception on Thursday evening. The fee includes tuition, course materials, continental breakfasts, coffee breaks, luncheons and the Thursday evening reception.

On Line Registration 
or 
info@factoring.org 
or 
call 1-805-773-0011 for more information


Location

Planet Hollywood Resort and Casino - Las Vegas, NV