0 Document Telephone Seminars - Training Resources

Drafting Document Retention Policies BenefitsThere can be little question in today's world that a thoughtful, well-designed document retention policy is a must for every corporation. Yet many have failed to take this important step to protect their companies. And many more have failed to effectively implement their document retention policies after they have been adopted. The cost of these shortcomings is significant. A corporation  more...

Keys to Understanding and Writing Purchasing Contracts BenefitsThis teleconference is an introductory course in understanding and documenting the purchasing process in a business environment. It will provide you with an understanding of how to negotiate and document agreements between business entities for goods and services - and the problems that develop when the purchasing contract fails to adequately address critical terms. It will also cover  more...

Document Retention and Destruction Policies for Financial Institutions BenefitsFinancial institutions too often rely on recommended document retention guidelines without understanding the risks of inconsistent or antiquated practices. While Sarbanes-Oxley has clarified the responsibilities of certain financial institutions, Sarbanes-Oxley is only a portion of the document universe. This teleconference will help you navigate the complex universe of document retention  more...

Best Practices in Nursing Documentation: Writing Effective and Legal Proof Notes BenefitsLong gone are the days that nurses and other health care providers hand-wrote cryptic notes on essay paper-like chart pages that rarely were ever looked at again. Long gone, also, are the days that physicians would only look at labs, reports and other physician's notes, expecting the nurse to call to the physician's attention anything important about the patient so they didn't have to read  more...

The Art and Science of Ethically Firing a Client BenefitsSo you think distancing yourself from an uncooperative client is as simple as saying, in the words of Donald Trump, 'You're fired.'? Not so. Both ethical and fiduciary considerations come into play when a lawyer seeks to withdraw from ongoing representation of a client. This teleconference will provide a detailed discussion of those ethical rules, as well as the impact of withdrawal on  more...

Zoning Variances: Nonconforming Uses and Structures BenefitsThis teleconference will be useful in determining how to devise and apply nonconforming development and land use regulations, how to review evidence documenting nonconforming development and uses, and how to determine whether a nonconforming development or use has been terminated, abandoned or modified. Learning Objectives - You will be able to report and document a nonconforming use. -  more...

Documentation and Proof of Construction Delay BenefitsTime truly is money, especially in construction. Consequently, being able to determine and document delay is a crucial skill for owners, contractors, subcontractors, design consultants, project managers and their legal team. This teleconference will focus on the key terms, important contract provisions and the most successful approaches to the determination of delay. It will include a  more...

IRS Form 5471: Information Return for U.S. Persons With Respect to Certain Foreign Corporations BenefitsAs more U.S. companies view global markets as a necessity to survive and to grow, more U.S. companies own foreign subsidiaries to conduct foreign operations. Whether you are a growing multinational company with subsidiaries all over the globe, or a small, closely-held company that owns a Canadian subsidiary, you will have to file IRS Form 5471 for every foreign corporation that you own.  more...

Drafting Settlement Agreements in Personal Injury Cases: A Primer BenefitsPersonal injury cases can present unique challenges when drafting settlement agreements. Personal injury cases often involve multiple parties, special ethical considerations, the necessity of court approval and the participation of known (or unknown) nonparties who may hold liens or other claims on the impending settlement payment. It is important that the lawyer drafting a settlement  more...

Understanding Your Summary Plan Descriptions BenefitsEmployers who sponsor ERISA covered health and welfare plans are required to communicate the terms of the plan to participants in a summary plan description. The SPD is an important disclosure document that describes, in understandable terms, the rights, benefits and responsibilities of participants and beneficiaries in ERISA covered health and welfare benefit plans. The SPD must include  more...

Document Retention and Destruction: What Human Resource Professionals Must Know BenefitsCorrectly handling the documentation of employees is one of the most difficult and tedious tasks that human resources professionals need to perform for their organizations. Knowing the proper procedures to follow to document employees in the workplace is a key skill needed by most human resources professionals. This teleconference will provide you with information on the key concepts and  more...

Best Practices in Digital Evidence Management: The Impact of Digital Evidence on Law Enforcement and Government Investigations BenefitsThis teleconference presentation is designed to provide you with information on emerging trends in electronic media discovery practices. You will have a better understanding of the litigation aspects of electronic media retention and destruction. This will include the scope of electronic media discovery, trigger mechanisms for electronic media retention, obligations of users and counsel,  more...

Construction Documentation: Preparing Effective Job Records BenefitsAlthough the term 'papering the file' is often associated with increased documentation efforts in preparation for litigation after a job has gone bad, it shouldn't be. Effective communication and accurate recordation of those communications can keep the parties - and the project - on course and out of litigation. And should an irreconcilable dispute nevertheless arise, thorough project  more...

Lawful Hiring BenefitsEmployers must navigate a minefield of complicated and, in some cases, conflicting laws that affect the hiring process Discrimination claims often arise out of the hiring process. The new U.S. Supreme Court decision in Ricci v. DeStefano, 557 U.S. ___ (2009) shows how an employer (the New Haven Fire Department in that case) can violate discrimination laws when taking steps to attempt to  more...

Private Foundation Grant Agreements: Basics and Beyond BenefitsGrant making is the raison d'etre of most foundations. It is what you do! Therefore, a solid foundation grant agreement ought to be the legal backbone for much of a foundation's operations. Surprisingly however, for many private foundations the grant agreement is merely a form document that has been given little thought - if it exists at all. This teleconference will cover some of the  more...

Metadata Scrubbing and Mining - Legal, Ethical and Practical Implications BenefitsMetadata lurks in every electronic document each of us creates and edits. Every computer application and platform we use also generates metadata. The consequences of human error are greatly magnified in the 21st century by the prevalence of electronic communication and the ability of anyone with a web browser to download - for only $0.08 per page - a copy of any document electronically  more...

Enabling Loan Processes with Paperless Files nLenders today face a variety of challenges - loss mitigation, fraud detection, audit compliance, underwriting and risk mitigation; and access demands on loan documentation are greater than ever. This teleconference will help you understand the benefits and potential pitfalls of paperless loan files, the considerations that must be made in choosing and implementing paperless systems, and the ways  more...

AIA Document A312 Payment Bond Forms nMany owners require contractors to obtain payment and performance bonds using the American Institute of Architect's A312 bond forms, but those bond forms require contractors, owners and sureties to contend with a number of challenges - the most recent of which is the surety industry's refusal to issue such bonds without modification because of the so-called 45-Day Rule. This teleconference is  more...

Tax Law Research Best Practices nResearching tax issues involves an understanding of a complex system of legislation, regulations, and administrative document and decisions. Each of these elements of tax law has a different precedential value to the practitioner. Moreover, tax law is an area that changes constantly. Congress and the states regularly amend tax laws, and the Internal Revenue Service adds or amends its regulations  more...

A Practical Guide for Using Litigation Technology During Discovery and at Trial nThe use of technology during discovery and at trial is now a requirement for the modern practice of law. Using and managing these complex systems in a cost effective and advantageous manner is a major challenge. This teleconference is intended to provide you with a practical guide to successfully use electronic discovery and trial presentation software; manage large document productions and  more...

Preparing for and Properly Reacting To Legal and Illegal Drug and Alcohol Use in the Workplace nDrug and alcohol abuse continues to have a huge impact on employee productivity and safety. At the same time, recognizing drug and alcohol abuse is outside the expertise of most managers and human resource personnel, while dealing with the problem improperly can lead to significant liability under federal and law, including the Americans With Disabilities Act and employee privacy laws. This  more...

Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client nThis teleconference has two primary focuses. The first part will highlight issues and opportunities for a drafting attorney to revisit and update an existing client's estate plan or prepare an update for a new client with existing documents. This part will focus on when and why clients need to review and revisit their estate plans and how to spot those issues for existing and potential clients.  more...

Common NEPA Mistakes and How to Avoid Them nSince 1970, the National Environmental Policy Act has been the cornerstone for environmental protection in the United States. To implement NEPA, federal agencies must prepare environmental impact statements or environmental assessments to study the impacts of their proposed actions. Unfortunately, some federal agencies, their consultants and affected citizens do not fully understand the  more...

Liability Issues for Design Professionals nIt is critical that design professionals keep up with the major issues affecting their profession. These issues range from the more traditional ones such as standard of care, indemnity, and ownership and use of documents to the more recent issues such as electronic media, building information modeling and limitation of liability. The effect on the design profession of these issues is even more  more...

Effective Job Cost Reports in Construction Project Management nIn today's fast-paced and complex construction environment, construction industry professionals require immediate access to timely and accurate information. One of the most important management tools available to project teams is the job cost report. Properly designed and used, the JCR can be a powerful document that provides an up-to-date snapshot of the project status that also highlights  more...

Effective Program Evaluation for Nonprofits nThe importance of evaluating your nonprofit cannot be underestimated! The data you collect and analyze will let you know the extent to which you have met your goals and objectives, how your clients feel about your organization and its services, whether you are using quality processes, what you can celebrate and how you can improve! Effective evaluations can also tell you about the program design  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast nHardly a business day goes by in the construction industry when the parties involved in the construction contracting process encounter standard form contract documents. Two of the principal sources of such standard form construction contract documents have both recently issued the 2007 editions of their respective families of contract forms. The long established family of documents published by  more...