The Law and Business of Factoring Hybrid Training Class with Bob Zadek, Esq., Buchalter

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 training class will be offered in a live hybrid format, so you can attend in-person or online.

The Venue: Paris Hotel - Las Vegas, NV or Online Via Zoom

The Schedule:

Monday & Tuesday, June 14 - 15, 2021
7:30am - 3:00pm each day (Pacific 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, Acknowledgement 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
Forms Included:

Factoring Agreement
Waiver of Defenses by Account Debtor
Notice To Account Debtor
Soft Setoff Waiver Letter
Assignment and Consent
Notice of Assignment
IRS Quasi Subordination Letter
UCC-1 Collateral Description
Intercreditor Agreement
Takeout Letter; Pro-Outgoing Factor
Takeout Letter; Pro-Incoming Factor
Validity Guaranty
Letter Confirming Assignment
Authorization Letter to File Financing Statement
Individual Guaranty
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.
Accommodations:

A special rate at the Paris Hotel of $139 has been negotiated for this event. There is also a $37/night resort fee. This includes use of the fitness center and internet access in your room.
You can make reservations by calling Paris at 877-603-4389 and ask for the SPIF11 rate.
Or you can reserve a room online by clicking here
Room block expires on May 21, 2021.

Fee:

The fee for this meeting is $1495 ($1595 for Non-Members)

Special Discounts:

Past attendees from this course will receive 50% off.
Bring 3 attendees for the price of 2.
Register the same attendee for this course and the AE-LO Training Course and receive a $100 total discount.
Please call 805-773-0011 to receive these discounts.
The meeting will run from 7:30am - 3pm (Pacific Time Zone) both days. A 15 minute morning break, 15 minute afternoon break and a 1 hour lunch will be included. The fee includes tuition and course materials (including all legal forms). 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.

For those that attend the course in Las Vegas, Paris will be following Caesars' extensive health and safety precautions. Click here for more information.