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Factoring Forum - 1Q 2021

February 9, 2021 12:00 PM to 1:00 PM

live online

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A members-only virtual event: Registration is not closed, contact rosa@sfnet.com to request a late attendance

February 9, 2021 12:00-1:00 p.m. EST

Space is limited to ensure maximum interaction among participants, so register today to reserve your spot.

Facilitators

Dan Karas, Executive Vice President, Allied Affiliated Funding
Kei Lehigh, Executive Director, EVP, UMB Bank

Keep your finger on the pulse of accounts receivable financing with respect to subjects including new markets, evolving technologies, credit insurance, collections, aging, charge-offs, and ineligibles. Discussion topics will include:

How are you approaching business development this year given that the new normal continues to limit travel and in-person meetings?
- Are you visiting prospective clients prior to closing a new facility?
- If not, how do you get comfortable?
What are the hottest new business niches in 2021?
- Does it still include PPE providers?
- Can we capitalize on the changing work dynamic with online purchasing, delivery and remote working/learning?
What is the biggest hurdle that your business faces as we dive into 2021?
- How does PPP 2.0 impact your expectations of client and debtor credit quality?
- How long do you think purchase volume will remain soft following PPP 2.0 funding?
What are best practices around leveraging team member strengths to drive efficiency?
- Does cross-training in multiple disciplines help build effective teams?
- How do you manage a sudden key team member’s absence due to a quarantine?
- What impact did the pandemic, and PPP loan proceeds, have on your clients and your business?
Though it is difficult to lose a client to a competitor, what is the acceptable and ethical manner with which to manage the transition?

The Factoring Forum will also meet 5/11/21, 8/10/21, and at SFNet’s 77^th Annual Convention in November.