Registration for FactorSoft Basics for Account Executives

Seminar Overview

FactorSoft® Basics for Account Executives is a two-day classroom event offered by ProfitStars® Lending Solutions Education Department. Any new or existing account FactorSoft users may register to attend. Please note, this is a basic operations training seminar and does not cover complex customization of the software.

Participants will develop the skills needed to effectively operate the FactorSoft application through instruction, discussion, and hands-on experience. The curriculum includes:

  • Basic navigation
  • Managing client and debtor information
  • Managing, approving, and purchasing invoices
  • Invoice imaging
  • Creating checks and wires
  • Creating credit requests
  • Posting payments
  • Payment imaging
  • Adjustment batches for recourse
  • Reserve disbursements
  • Working the collections queue
  • Reporting

Details & Agenda

  • Cost - $1,200 per person. Attendees are responsible for travel and lodging costs.
  • Location - The ProfitStars office and training center is roughly 15 minutes from downtown Nashville and 20 minutes from the Nashville airport (Central time zone). Our training center at 8 Cadillac Drive, Brentwood, TN is in the heart of the Maryland Farms office park, which has nearby hotels.
  • Dress - Casual. You are welcome to wear comfortable denim jeans.
  • Meals - Your complimentary lunch is provided on the first day.
  • Agenda - Please refer to this agenda to plan your travel.

Day One

Day Two

9:00 a.m.   -  Seminar Begins
12:00 p.m. -  Lunch (provided)
4:00 p.m.   -  Day One Ends

9:00 a.m.   -  Day Two Begins
12:00 p.m.   -  Seminar Ends

 

Seminar Dates

  • February 5-6, 2019
  • April 2-3, 2019
  • June 11-12, 2019
  • August 9-10, 2019
  • October 8-9, 2019
  • December 3-4, 2019

Registration Form