Bob Zadek's information-packed 2-day course - complete with a full set of superior forms he developed - is designed to help novices and seasoned factoring professionals, attorneys, and accountants build and strengthen their factoring know-how. His unique program devotes considerable time to revenue enhancing techniques and will increase your awareness of the factoring industry's challenges and opportunities. This powerfully presented program provides the opportunity to learn about the most recent and relevant legal issues in today's factoring industry.
This class will take place live in the Real News Studio in Dallas, Texas. Attendees can attend in person in the studio classroom audience or online via Zoom. In person space is limited to 20 attendees. The online Zoom experience will be a professional live stream with speaker interaction.
The Venue: Real News Studio - Dallas, Texas, or Online via Zoom
The Schedule: Tuesday & Wednesday, August 18-19, 2026:
- 9am - 3pm on Tuesday (Central Time Zone)
- 9am - 12pm on Wednesday (Central Time Zone)
Learning Objectives:
- Add Revenue Enhancing Provisions To Your Contracts
- Sell Factoring By Diffusing Resistance To High APRs
- Get the Edge Over Other Competing Secured Creditors
- Get All You Can From The Notification Letter, Invoice, Acknowledgment And UCC Filing
- Deal Effectively With The Internal Revenue Service
- Eliminate Dilution And Deflect Account Debtor Claims
- Make Your Guaranties "Litigation Proof"
Topics Covered:
- The Law and Business of Factoring
- Factoring Law - Usury And Bankruptcy Issues
- Latest Case Developments
- Factoring Without Recourse - What It Is - When To Do It
- Pricing Options And Issues
- Priority Issues - Where The Game Is Won And Lost
- Taking Out Another Lender - The Right Way To Do It
- Internal Revenue Service Issues
- Specific Industries To Avoid/Pursue
- Account Debtor Issues
- Assessing Account Debtor Quality
- Enforcing Claims After Default
- Additional Financial Products You Can Sell To Clients
Instructor:
Bob Zadek, Esq. - Buchalter
Bob is one of the premier attorneys and an expert in the field of factoring. An attorney with the San Diego office of Buchalter, he handles loan documentation, trade finance and letters of credit, loan workouts and bankruptcy. He is a past Chair of the Commercial Financial Services Committee of the Section on Business Law of the American Bar Association, and was a founder and Chair of its Subcommittee on Loan Documentation.
Fee: The fee for this training class is $1,595 for IFA Members & Ally Members ($1,745 for Non-Members)
Special Discounts:
- Past attendees from this course will receive 50% off.
- Bring 3 attendees for the price of 2.
- Please call 805-773-0011 to receive these discounts. Only one discount can be used per attendee.
The meeting will run from 9am - 3pm (Central Time Zone) on Tuesday and 9am - 12pm on Wednesday. A 15 minute morning break, 15 minute afternoon break and a 1 hour lunch will be included on Tuesday and a 15 minute morning break on Wednesday. The fee includes tuition and course materials (including all legal forms).