Analysis Telephone Seminars - Training Resources

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...

Sales and Use Taxation of Internet Sales: The Evolving Case Law BenefitsAs federal funds available for state governments are reduced, many states are taking aggressive positions in an attempt to impose sales and use tax obligations on interstate transactions. Internet sellers face a murky and sometimes ill-defined landscape with respect to sales and use taxes that are impacted by both state law and federal constitutional principles. This teleconference will  more...

Determining the Best Service Delivery Options for Public Works and Utility Projects: In-House or Contract? BenefitsIn this teleconference, you will learn principles and techniques for determining when a project or activity is best delivered by in-house staff, through a contract with a neighboring government or a private contractor, or a combined approach with some tasks performed in-house and others by a contractor. The teleconference will present a practical, nuts-and-bolts approach with examples to  more...

When HOA's and the IRS Compete for Lien Property: Lien Priorities, Perfections and Foreclosure Rights ...se respective lien rights, we will discuss an alternative analysis applying the choate doctrine under federal case law, which requires a comparative look at when association liens arise versus when an IRS tax lien is properly recorded. Because of a lack of legal opinions published in federal and state courts, litigation insurers and title examiners may not be fully equipped with the specific  more...

Preparing for Medicaid Audits ...rpayment is no longer solely based on a medical necessity analysis, but instead extends to instances of technical noncompliance of the most insignificant nature. Failure to prepare and to adequately respond even if prepared may subject a provider to the harshest of consequences. This teleconference is critical to any provider enrolled in the Medicaid program who desires to stay in the program.  more...

Developing a Community Nonemergency Response System ...his discussion, we will explore conducting a cost-benefit analysis and calculating return on investment which is even more critical in these lean times. In addition, we will focus on how to develop a change management program to help ensure that changes enabled by a new call center are adhered to and results in a tangible ROI by more efficiently managing and balancing non-emergency calls,  more...

Pricing and Cost Analysis in Purchasing ...the items that they purchase. The objective of price-cost analysis is not to get the lowest price, but to obtain the best value with consideration for delivering time, acceptable quality levels, in the appropriate quantities. In general price is important; however, remember it is only one of many variables that are included in purchasing decisions Purchasing managers, buyers, contracting and  more...

Measuring Inefficiency on a Construction Project ...xercises and case studies, how to perform a measured-mile analysis. Learning Objectives - You will be able to identify potential sources of inefficiency. - You will be able to manage and measure productivity. - You will be able to describe methods of measuring inefficiency. - You will be able to breakdown pricing inefficiencies. Construction and project managers, attorneys, engineers,  more...

The Interrelationship Between Social Security Disability, Medicare and Workers' Compensation Settlements BenefitsThis teleconference covers the two most important federal aspects of workers' compensation practice: Social Security disability offsets and the Medicare secondary payer statute. Anyone who represents claimants, employers or insurers in workers' compensation claims must understand the interrelationship between Social Security disability, Medicare and workers' compensation settlements. You  more...

Construction Project Management in Remote Locations: Site Considerations and Unique Challenges ...result. The client expectations: technical and commercial analysis, scope of work development, a detailed execution plan, a detailed CPM schedule with day certain financial closing and a fixed price lump sum price to perform the work, all due in 3 to 6 weeks. A sense of urgency is the common thread that runs through all of the construction planning steps and is essential to the success 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...

New Regulations for the Credit Card Industry: Prepare Now and Avoid Penalties BenefitsOn May 22, 2009, President Obama signed the Credit Card Accountability, Responsibility and Disclosure Act of 2009 to regulate several aspects of the credit card industry. This is one of the most sweeping changes to hit the industry for quite some time. This new legislation amends the Truth in Lending Act, the Fair Credit Reporting Act and the Federal Trade Commission Act, and places a  more...

Dynamic Tips for Effective E-Discovery BenefitsElectronic discovery is one of the most important and prominent issues confronting the legal industry today. E-Discovery is the buzzword in litigation and it certainly has earned this status, but its notoriety can at times belie the legal community's tender grasp of its many complexities and implications. Paralegals and legal assistants - the 'case managers' during discovery - are perhaps  more...

Achieving Clarity and Value From Nonprofit Financial Reporting, Ratio Analysis and Benchmarking ...d appropriate for improving financial reporting and ratio analysis. You will be able to develop an action plan for your organization to improve the clarity and substance of its financial reporting. Using ratio analysis, unit cost and benchmarking techniques, you will improve the clarity and understanding of your financial reports. You will learn the importance of communicating financial results  more...

Practical and Legal Aspects of Real Estate Auctions nIn today's uncertain real estate economy, many real estate developers, investors and fiduciaries are holding surplus inventory with poor turnover performance and a grim outlook on return on investment. The carrying costs to maintain the property during a lengthy conventional brokerage sale weaken the asset's physical properties and investment potential. Real estate auctions have been a viable  more...

Construction Contract Accounting: A Three-Dimensional Look at the Numbers nFinancial reports do more than help you comply with the terms of the contract. Financial reporting can help you become more profitable by giving you the information you need to make smart management decisions. This teleconference will discuss three types of accounting - financial, tax and internal/management. Learn how to combine the different methods to get a three-dimensional view of your  more...

Navigating the Troubled Construction Project: Recognizing, Analyzing and Handling the Risks nThe current economic downturn has given rise to a massive increase in the number of troubled construction projects. Whether trouble arises from the withdraw or lack of funding or a failure in performance of the contractors, subcontractors and suppliers to perform, the reality is that each project represents unique challenges that must be met head on. This teleconference presents the issues  more...

Understanding the Language of Mold Assessment Reports ...the inherent uncertainties associated with mold sampling, analysis and the interpretation of laboratory results. The consultant's background and the laboratory's history and experience must always be questioned. If taken to task, would these parties survive a Daubert Motion? If not, their "evidence" could be deemed unqualified and any future testimony as an expert could be excluded in a future  more...

Using Failure Mode and Effects Analysis to Reduce Defects, Improve Quality and Make More Money ...analysis is an increasingly popular tool that must be mastered by Lean Six Sigma professionals and can be used in every type of organization to reduce defects, improve quality and make more money! n nThis easy tool asks these simple questions: n- What can go wrong? n- Where can it go wrong? n- How bad will it be? n- Can we see it coming? n- Should we try to prevent it? n nIf you can count  more...

Getting to the Root of Root Cause Analysis ... teleconference starts out with an overview of root cause analysis and then drills down to approaches to and elements of root cause, before exploring a laundry list of subjective and analytical tools from the root cause analysis tool box and a few real-world examples. n nBy the end of the teleconference you will have a road map or template that you can use in getting to the root causes of  more...

Current Issues in Real Estate Title and Title Insurance nThis teleconference is a nuts-and-bolts program designed to give you real-life practical information to facilitate the closing of commercial and residential real estate transactions. You'll get insight into the workings of the title industry so that you're better prepared to anticipate problems and assist in developing solutions so the transaction will ultimately close. This teleconference will  more...

Understand and Interpret Financial Statements nIn 90 information-packed minutes, you will gain the essential knowledge you need to read and interpret financial statements. First, you will learn what the major financial statements - the balance sheet, income statement and cash flow statement - tell you about an organization and how they tie together. You will examine the concepts behind the major sections in the financial statements, such as  more...

Bankruptcy Preferences nLenders, borrowers, vendors and purchasers alike all risk receiving a notice from a bankruptcy trustee demanding a return of funds, legitimately paid out by the debtor, as a preference. Attorneys representing debtors, trustees and creditors must be intimately familiar with the elements required to prove a preference and as well as to defend against one. This teleconference will provide an  more...

Designing Effective Interest Rate Risk Management in Turbulent Times nThe current market has created challenges in managing risks while making a profit. Our tools for risk measurement were in place to help us take action to avoid as much of the impact as possible; yet a review of bank interest margins in the wake of massive rate reductions shows that bankers have a ways to go when using the interest rate risk information to make decisions. n nDuring this  more...

Current Issues in Construction Lending ...the techniques include performing adequate interest carry analysis, understanding your rights afforded in the Construction Loan Agreement, identification and measurement of commercial real estate concentration, assessing your management information system to insure proper management reports are obtained, performing market analysis and stress testing. You will obtain fundamentals required to  more...

Discover the Secrets of Microsoft. Excel Pivot Tables nAny Excel user who maintains database-like data invariably needs tools to manage and analyze the data beyond mere sorting and filtering. Excel's Pivot Table feature gives you a quick and powerful way to create summary cross-totals combined with an enormous flexibility to restructure your results with simple dragging of fields. Whether you need the ability to create a quick look at the data for  more...

State Income Tax Apportionment-The Sales Factor and The Throwback Rule ...analysis of the sales factor used in state and local income tax apportionment. You'll learn all about the sourcing of sales of tangible personal property and services, including the dock sales test and market-based sourcing. Find out what you need to know about the throwback rule and the throw-out rule. Get expert advice on handling issues related to the "Joyce" rule and the "Finnigan" rule.  more...