Topics Include: Invoice Verification Procedures Checking the Paper Trail Reviewing and Approving Debtor Credit Limits Dealing with Credit Memos Reserve Management Collection Calls Management of the Accounts Receivable Aging Monitoring Tax Payments Collection Procedures Specific Industry Concerns and Pitfalls Client Service Techniques Early Warning Signs Working with Government Contracts Management Policies and Strategies Documentation and Compliance Procedures Assignment Procedures and Issues Instructors: Jay Atkins - President, First Growth Capital Jay's financial career began over 20 years ago where he worked as a credit analyst with a large New Jersey-based bank
06-17-2013 08:00 - 06-18-2013 16:00 PT
If you do not know how to do this, you should contact 20/20 Tax Resolution. The client will have to pay them for thier service but it will allow you to factor the receivables without the fear of an IRS levy on the invoices you are factoring
From the basics of invoice factoring to the nuances of due diligence, you'll gain a holistic understanding of the processes involved
05-01-2024 | 08:00 - 16:00 ET Miami FL
The Schedule is 11:00 - 11:30 Registration & Networking 11:30 - 12:30 Session I 12:30 - 1:00 Lunch 1:00 - 2:00 Lunch Session 2:00 - 3:00 Session II Session Details: Session I: The Factoring World Today Moderator: Harvey Gross - Executive Director, New York Institute of Credit Panelists: Louis Barone - SVP and Division Head, IDB Factors Kevin Gillespie - Executive VP and Eastern Regional Manager, Wells Fargo Trade Capital Robert Grbic - COO & CCO, Capital Business Credit LLC Michael Stanley - Managing Director, Rosenthal & Rosenthal Lunch Session: Legal Updates Moderator: Bob Zadek, Esq. - Of Counsel, Buchalter Nemer Panelists: Jeanne Siegel, Esq. - Special Counsel Business Finance, Hahn & Hessen Richard Simon, Esq. - Counsel, Mandelbaum Salsburg Robert Stein, Esq. - Partner, Blank Rome Martin Fingerhut, Esq. - Partner, Cassels Brock & Blackwell LLP Session II: Non Bank Specialty Finance Companies - A Look Back on 2012 and Forward to 2013 Moderator: Paul D. Schuldiner - Managing Director - Business Development, King Trade Capital Panelists: William Bahls - VP, Summit Financial Resources LP Russell Hackmann - President, Harborcove Financial LLC Debbie Monosson - President, Boston Financial The fee for this luncheon is: All Lectures and Lunch $250 ($300 Non-IFA Members) Session I and Lunch Session Only $150 ($175 Non-IFA Members) Session II and Lunch Session Only $150 ($175 Non-IFA Members)
03-05-2013 | 11:00 - 15:00 ET
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 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
07-25-2024 07:30 - 07-26-2024 14:00 PT Las Vegas NV
By giving them access to the capital needed to grow, she is helping to shape Arizona’s business community. With a knack for numbers, Barrett took her grandfather’s old adage that, “the two things people cannot avoid are dying and paying taxes,” to heart and chose a career in accounting
07-15-2013 08:00 - 07-16-2013 16:00 PT
- JENCKS LAW, PC Transportation Industry Overview & Legal Update DAY TWO: PRESENTATION BY STEVE SASHIHARA - PRINCETON CONSULTANTS Technology Disruptions within the Transportation Industry DAY THREE: GROUP DISCUSSIONS WITH BREAKOUT ROOMS Moderators: Bryan Alsobrooks - President, Phoenix Capital Group, LLC Bryan Alsobrooks is President of Phoenix Capital Group, LLC (PCG). PCG is a wholly-owned subsidiary of Gulf Coast Bank & Trust Company and is a nationally recognized provider of working capital solutions to small- to medium-sized transportation companies.
09-09-2020 11:00 - 09-11-2020 12:30 PT
It has been over 6 years since the financial crisis hit and we lost Lehman Brothers and probably should have lost one or two other "too big to fail" banks. In Texas, admittedly we are very fortunate to have a more robust economy than most places, and this is largely due to the oil and gas...