Administration Telephone Seminars

Anatomy of a Will Contest: How to Succeed at Trial BenefitsThis live audio conference is intended to provide you with information on the strategies involved in contesting wills. The program will cover: The common grounds to contest a will; best practices in investigating and gathering evidence; issues in estate administration while the will contest proceeding is pending; and trial tactics and evidence issues. Armed with these insights and  more...

E-Verify Requirements and Best Practices ...ation from an employee's Form I-9 against Social Security Administration and Department of Homeland Security databases. Although initially implemented as a voluntary program, many states now require the use of E-Verify. Additionally, many federal contractors are also required to use the system. Join us as we discuss state and federal mandates requiring use of E-Verify. A wide range of  more...

Prevailing Wage Law: An Understanding of Davis-Bacon ...eral legislation and Executive Orders issued by the Obama Administration involving the use of federal stimulus monies impose additional prevailing wage and employment law compliance requirements and will result in increased enforcement by the federal government. Federal public works contractors often do not understand the requirements for complying with the Davis-Bacon Act when bidding on and  more...

Is a Benefits Portal Right for Your Company? ...ment, drive employee self service and streamline benefits administration. Demonstrated by best practice models and live examples, you will leave with a real-world understanding of benefit portals and 'next step' ideas to introduce or further advance this essential technology within your organization. This live audio conference is designed for human resources and benefits managers, controllers,  more...

Advanced Issues in GMP Contracting ...s of hands-on experience in the negotiation, drafting and administration of GMP contracts. Learning Objectives: - You will be able to recognize how to use the various component of the GMP as tools for managing risk. - You will be able to explain and improve your understanding of the potential rewards and risks of inherent in GMP contracts. - You will be able to discuss what should change the  more...

Securitized Loan Fundamentals BenefitsReal estate loans that a loan originator intends to securitize are documented with the underwriting requirements of CMBS underwriters, rating agencies and buyers in mind. Consequently, their structure, documentation, closing and administrative requirements are less subject to negotiation than other types of real estate loan products. This live audio conference will help you understand  more...

Due Diligence Considerations for Participation Loans BenefitsAn increasing number of commercial loans are syndicated or participated, and an increasing number of lenders sell interests in loans they originate or acquire interests in loans originated by other lenders. This audio conference will explore loan assignment and participation transactions from the perspective of the originating lender and the assignee or participant. You will learn about  more...

Avoiding the Basic Pitfalls of GMP Contracting ...s of hands-on experience in the negotiation, drafting and administration of GMP contracts. Topics will include in-depth description and analysis of the advantages and disadvantages of this contracting format, the four phases of work that are typical when working under a GMP format, the components of a GMP and why it is so important to fully understand how each is defined, and the conditions  more...

Grant Management for Grant Recipients ... legal perspective. Learn about the fundamentals of grant administration followed by a discussion of urban myths - that is, commonly misunderstood provisions of federal grants - and sharks in the waters, high-risk areas that grantees and subgrantees should understand and avoid. At the end of the audio conference, you will have the opportunity to ask specific questions. This audio conference is  more...

Trust Situs and State Taxation: Practical Planning Implications BenefitsState tax departments are becoming more aggressive at collecting revenues and the trend is likely to continue in light of state fiscal issues. Trusts are no exceptions. The rules under which a state can tax a trust are complex and changing in more aggressive ways. How can a state tax a trust? What planning steps can be taken? What must you understand when preparing tax returns? Each rule  more...

Recent Developments in Employer Liability for 401(k) Investments ...experienced in investments, fiduciary law and litigation, administration, operation and compliance. After attending this audio conference, you will be better suited to succeed and feel confident in keeping your slate of offered benefits competitive while addressing and managing the exposure to corporate or personal liability. You'll gain an understanding of what effects the new ruling, LaRue  more...

Commercial Loan Stress Testing Fundamentals ... the concepts of stress testing into their loan portfolio administration practices. You will learn how to apply stress testing techniques to your commercial and commercial real estate portfolios, and integrate stress testing into your enterprise risk management function as it pertains to contingency planning and capital adequacy. This teleconference is designed for presidents, vice presidents,  more...

Administration of Pain Agents BenefitsYou will learn about using balanced analgesia with pharmacologic options for treating pain. This provides optimal analgesia and level of function for their patients. Discussion will include the importance of choosing the appropriate pain agent for the type of pain at the right dose. Learning Objectives - You will be able to discuss different types of pain medications. - You will be able  more...

Metadata Scrubbing and Mining: Legal, Ethical and Practical Implications ...ta fates that befell not only the Transportation Security Administration in December 2009 but also the U.N. Secretary General, the British Prime Minister, the Federal Trade Commission, the Social Security Administration, the U.S. District Court for the Northern District of California, the N.D. Cal. U.S. Attorney's Office Criminal Division, the Democratic National Committee, LawMedia Group, SCO  more...

Basics of Trust Administration ...nce will provide an overview of basic principles of trust administration under U.S. law, including powers and duties of trustees; relations with beneficiaries; removal and replacement of trustees; the use of directed trustees, protectors and investment managers, etc., to 'slice and dice' trustee powers; probate court involvement in trust administration; and concepts in fiduciary accounting and  more...

Evaluating Your Third-Party Administrator: Are You Getting What You're Paying For? ...health and welfare, and retirement plans. However, proper administration by TPAs should not be taken for granted. As with all facets of employee benefit plans, TPAs need to be monitored and evaluated to ensure proper plan administration and fulfillment of a plan sponsor's fiduciary responsibility. This teleconference explores the key roles of TPAs, how to evaluate a TPA and the key areas to be  more...

Selecting Vendors: An Introduction to RFPs BenefitsThis teleconference is an introductory course for those who are just beginning to consider or use RFPs in their procurement process. It will provide you with a basic understanding of how requests for information and requests for proposals can be used to increase corporate procurement efficiencies and deeper vendor relationships. It will provide insights on best practices in Fortune 500  more...

Construction Release Due Diligence ...at a premium. Pressure to make the schedule trumps claims administration. 'Do the work and we'll sort it out later' is the mantra of the modern construction project. And, it causes contractors to take their eye off the ball. They do things and they sign papers that prejudice their claims. This teleconference focuses on the various ways in which contractors and owners may intentionally or  more...

Best Practices in Filing and Preparing Inventory ...ling of the probate inventory a key element to successful administration. The marshalling, preserving, protecting and valuation of the estate assets is the backbone in the probate and tax arenas. This teleconference will cover all aspects of handling the estate's assets from the perspective of preparing and filing the inventory. It will cover a variety of topics from locating and classifying  more...

Current Issues in Digital Billboards and Sign Regulations ...nt visual blight. What is the role of the Federal Highway Administration in controlling digital signs that create distractions to drivers and degrade aesthetics? What tricks are used by the billboard industry to secure permits from local officials to build or operate unlawful digital signs? How can local governments take steps now to protect themselves from being the targets of the sign code  more...

Pitfalls of Participant Loans in Retirement Plans ...nefit plan are a common problem area due to their complex administration. Plan sponsors of qualified employee benefit plans need to be aware of many pitfalls to avoid tax consequences. Even worse than tax consequences is the possibility of the entire plan losing its preferred tax status. This teleconference will explain the regulations of participant loans in a plan, help you avoid the  more...

Providing Investment Advice to Retirement Plan Participants Without Triggering Liability ...ation of investment advice is rapidly changing. The Obama Administration has twice delayed the effective date of the final investment advice regulations under the Pension Protection Act, and new investment advice legislation is pending in Congress that could alter the regulatory landscape altogether. This teleconference will provide up-to-date advice on regulatory developments and market trends  more...

Clean Air Act Update ...ressing stationary and mobile emission sources. The Obama Administration and Congress are poised to usher in a new era of greenhouse gas and energy regulation. At the same time, the Obama EPA is confronting a bewildering array of court-ordered regulatory revisions and politically charged environmental initiatives. All of these changes will have a direct impact on numerous business sectors and  more...

Employee Wages: Administration of Caps, Freezes, Reductions and Furloughs BenefitsEmployers continue to search for ways to control payroll costs in response to economic uncertainty. Layoffs and force reductions have pared many workforces to the bone, but the pressure to manage costs is relentless. Adjustments to compensation and to working time can be viable alternatives to job cuts, but they are not without legal risk. This teleconference will address the legal and  more...

Purchasing Contract Administration ... to add real value and avoid tragedy through the contract administration process. It will provide best practices from Fortune 500 companies, tips on how to approach difficult purchasing transactions and insights into the practical problems of taking a deal from start to finish. This teleconference tells it how it is, as well as how it should be, for new procurement professionals and contract  more...

Convergence of Estate Planning, Trust Administration and Financial Advice nIn the current volatile and uncertain economic climate, estate planning advisors and their clients need to re-examine conventional estate planning wisdom, better understand how fiduciary performance will be tested and evaluated, and more carefully assess the perceived benefits and actual risks of a variety of investment types within planning structures.  more...

Utilizing Congestion Pricing to Reduce Traffic Congestion and Generate Infrastructure Revenue ...w to avail yourself of resources from the Federal Highway Administration to help them move forward with this approach. This teleconference is critical for state and local public officials and professionals seeking solutions to growing congestion and infrastructure funding problems. n nLearning Objectives n- You will be able to summarize congestion pricing. n- You will be able to compare types  more...

Clean Water Act Jurisdiction Guidance Under the New Administration - Rapanos or Oberstar? nThe federal regulatory landscape affecting development in and around waters of the United States was significantly altered by the Rapanos decision. Indeed, that landscape continues to shift as the Army Corps and the courts respond in new ways to a perceived loss of jurisdiction. This teleconference will help you understand the ever-changing jurisdictional landscape and navigate a course to  more...

Employee Retaliation: Supreme Court Update nThe mere mention of retaliation in the workplace today sends waves of concern throughout an employer's organization. Most recent court decisions recognize retaliation claims in nearly all areas of employment law and find adverse actions in a variety of circumstances, beyond demotion and termination, for purposes of upholding such claims. Most significantly, the U.S. Supreme Court recently  more...

Writing the Critical Teacher Evaluation ...ed evaluation system is the most important tool of school administration. Teacher associations will (appropriately) protect memberships from evaluations that are poorly constructed or poorly delivered. Teacher associations also understand the importance of working with colleagues who are successful practitioners. Register for this teleconference and you'll leave with an increased skill set in  more...

Sustainable Development and Land Use: The Future is Here and it is Green ...icies and funding sources being put in place by the Obama administration. This teleconference will provide you professional with a solid introduction to green building as well as an up-to-date tour of federal, state and local enactments in the area of sustainable land use laws, zoning ordinances and building codes. n nLearning Objectives n- You will be able to discuss compelling public policy  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast ... involved in contract formation and negotiation, contract administration, payment application and administration, change order and claims processing, and dispute resolution. n nLearning Objectives: n- You will be able to describe what is new and different from the prior 1997 AIA document editions. n- You will be able to identify why and how the 2007 ConsensusDOCS were developed. n- You will be  more...