The Account Executive/Loan Officer Training Course is being offered as a hybrid training class. You have the option of attending in-person or online via Zoom. This class is a comprehensive two-day course covering a multitude of issues related to factoring. It is designed to help employees within your organization become more knowledgeable about the factoring industry.
The Venue: Bellagio - Las Vegas, NV or Online
The Schedule:
- Thursday & Friday, July 25-26, 2024
- 7:30am - 2:00pm each day (Pacific Time Zone)
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
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.
Robyn Barrett - SVP, Managing Member, FSW Funding, a division of Oxford Commercial Finance
Robyn has earned her bachelor’s degree from Arizona State University and a CPA license. Robyn's first official role in accounting was at Restaurant, Inc. in Phoenix, a food contract management company and subsidiary of the Greyhound Corporation. Three years later, she left the company to take on larger-scale accounting pursuits at The Dial Corporation. After six years at The Dial Corporation, Barrett ventured into the world of corporate finance at FINOVA Capital Corporation, a Phoenix-based publicly traded commercial lender. During her tenure at FINOVA, Barrett held numerous positions including: senior finance manager, senior marketing analyst, senior credit underwriter and vice president of marketing. After leaving FINOVA in 2000, she went on to serve as vice president of marketing and business development at ZoomLot Corporation. In 2001, Barrett founded Scottsdale-based Factors Southwest, LLC. Barrett holds a master’s degree in business administration from Grand Canyon University and is an active member of numerous industry organizations including: American Institute of Certified Public Accountants (AICPA); Arizona Society of Certified Public Accountants (ASCPA); Turnaround Management Association (TMA); Risk Management Association (RMA); International Factoring Association (IFA); Secured Finance Network (SFNet), and the Association for Corporate Growth.
Legal counsel will be provided by:
Michael Ullman, Esq. - Partner - Ullman & Ullman, P.A.
Mike received his Bachelor of Arts degree from the University of Florida in 1975 and graduated Nova Law School Magna Cum Laude in 1979. He also served as a member of and published for the Nova Law School Law Review. Mike is a member of the Florida Bar, is admitted to practice in the United States Bankruptcy Courts for the Southern, Middle and Northern Districts of Florida, Southern and Middle and Northern Districts of the Federal Courts in Florida and in the Eleventh and Fifth Circuit Federal Courts of Appeals as well as having been given pro hac vice status to serve his clientele throughout the country in numerous other states, including matters involving complex arbitration proceedings. Mike started his law firm, Ullman & Ullman, P.A., in 1980. Ullman & Ullman, P.A. has specialized in all forms of commercial transactions and litigation. Mike currently serves as co-counsel to and has been a frequent lecturer for the International Factoring Association for over two decades.
Jared Ullman, Esq. - Partner - Ullman & Ullman, P.A.
Jared Ullman is a Partner with the law firm Ullman & Ullman, P.A. located in Boca Raton, Florida. Ullman & Ullman has been co-counsel to the International Factoring Association for over 20 years, and has been advising and counseling factors and lenders for over four decades. Jared represents factors, forfaiting companies and various asset-based lenders and has experience in bankruptcy, restructuring and other commercial transactions as well as commercial litigation. He also has experience managing securitized institutional loans with value in excess of $50 million.
Accommodations:
- A special rate at the Bellagio of $209 has been negotiated for this event. There is also a $45/night resort fee.
- You can reserve a room online by clicking here
- Room block expires on June 21, 2024.
Fee: The fee for this meeting is $995 for IFA Members & Ally Members ($1,145 for Non-Members)
The meeting will run from 7:30am - 2pm (Pacific Time Zone) on Thursday and Friday. A 15 minute morning break, 15 minute afternoon break and a 1 hour lunch will be included. The in-person registration includes continental breakfasts, coffee breaks and luncheons both days. With the exception of meals, because of the hybrid interaction, the in-person and virtual attendee will have a similar experience during this training class. Virtual attendees will be in a live online classroom environment where they can pose questions to the speaker throughout the class. Price is per attendee. A unique participant ID will be sent to all virtual attendees.