Available Telephone Seminars - Training Resources

Understanding LEED for Sustainable Building ...ilding projects This teleconference is based on publicly available information concerning the LEED rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. LEED is a registered trademark of U.S. Green Building Council and this event is not sponsored by or affiliated with U.S. Green Building Council. Learning Objectives - You will be  more...

New Technology and the Fair Debt Collections Practices Act BenefitsThis teleconference will provide you with information regarding the interplay between the Fair Debt Collection Practices Act, the Telephone Consumer Protection Act and the use of new technology in contacting debtors. The speakers will cover the use of voice mail, caller ID, email, text messages and faxes, and discuss recent case law addressing the application of this technology to the debt  more...

ConsensusDOCS Contract Fundamentals ...u will be able to recognize the ConsensusDOCS families of available contract documents, including the new contract forms for integrated project delivery. - You will be able to discuss how the ConsensusDOCS deal with fundamental contracting and risk issues and how the ConsensusDOCS approach to those issues differs from that of the AIA documents. - You will be able to recognize a practical basis  more...

Partnerships and Section 704(c) ...re will be a discussion of the various elections that are available to adopt methods of allocation under Section 704(c), as well as a discussion of reverse allocations. Failing to have a proper understanding of these provisions can potentially result in unanticipated surprising tax consequences for partners, members and beneficiaries of partnership treated entities. Accountants, attorneys,  more...

Maintain and Gain Downtown Businesses in a Tough Economy: Key Retention and Recruitment Concepts BenefitsIt is possible to pursue new growth and attend to those who have already invested in your community. In fact, we believe that it should be a goal of every economic development or downtown to have a balanced 'maintaining and gaining' approach to economic growth. This teleconference will illuminate a number strategies and tactics to consider as you pursue this goal. Learning Objectives -  more...

Insurance Claim Appeals BenefitsMany medical providers today are struggling at the number of claim denials and appeals that have to be performed to attempt to gain reimbursement from health care insurance providers, including Medicare and Medicaid. This teleconference will help you understand how first to establish when an appeal can be implemented, when to formally continue to disagree with their findings in writing  more...

Assignments for the Benefit of Creditors: What You Need to Know About ABC's ... the liquidation of a distressed business that while long available under state laws, has had little use outside of states such as California, Illinois, Florida and Massachusetts. The fiduciary nature and responsibilities of the assignee will be covered, as will the advantages and disadvantages to the process as compared to bankruptcy. You will gain a better understanding of the nature of  more...

How to Successfully Identify, Propose, Win and Manage Government Contracts ...e information about the numerous free tools and resources available to companies wishing to do business with the federal government. This teleconference distils this mountain of information and misinformation in the public domain into a mole hill of tangible and useful facts that, if applied appropriately, will dramatically increase your chances for success when doing business with the federal  more...

Curing Title Exceptions ...the title commitment, and what endorsements are currently available that provide coverage against a spectrum of title risks. Under what circumstances will title insurance be available to insure against mechanics liens, judgment liens, tax liens and other recurring statutory liens? This teleconference will discuss and compare practical pre-closing solutions to real estate title problems  more...

Workout Strategies for Troubled Condominium Projects ...arty brings to bear, and explore the options and outcomes available for the distressed condominium project in today's uncertain times. Attorneys, real estate developers, lenders, borrowers, mortgage companies, mezzanine lenders, financial institutions, loan servicers, investment banks, private equity companies and other investors, real estate professionals, condominium associations and their  more...

Hot Wage and Hour Issues: Assuring Proper Exempt and Nonexempt Classification of Your Employees ...nference will help you understand the overtime exemptions available under the law, the nature of the claims asserted by plaintiffs, and the newest areas of focus and arguments advanced by plaintiffs' counsel. It will also explain what steps you can take to assure proper classifications and to minimize the likelihood and success of these misclassification claims. Human resource and payroll  more...

Affordable Housing: Finance and Development, How to Maximize the Available Resources BenefitsToday's housing market has been severely impacted by the subprime mortgage crisis and a downturn in the general economy. As a result, finding capital and equity to build affordable housing has become more and more difficult as investors sit this one out while the market stabilizes. This teleconference will highlight the issues, problems, causes, recent trends, what can be done and what is  more...

Microsoft Outlook 2007 Tips and Tricks ...ut many users are overwhelmed by the features and options available and never take full advantage of the potential it offers for managing email, calendar and contacts. They don't discover the time-saving shortcuts Outlook provides or utilize the many options included in Outlook. This teleconference offers a quick course in using Microsoft Outlook, showing users how to use Outlook and get the  more...

The Claims Process on Federal Government Contracts - Maximizing the Return on Your Investment ...process under federal procurements as well as the options available, including forum selection alternatives, when the claim process does not achieve the desired result. Failing to understand how, when and where to file claims is a common cause for losing money on federal contracts. This workshop is critical for companies to ensure maximizing their earnings on government contracts. Attorneys,  more...

Sales and Use Taxation of Internet Sales: The Evolving Case Law ...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 help Internet businesses  more...

Legal Overview of Financial Records: Obtaining and Understanding the Information ...income stated on an income tax return for determining the available funds for child support and maintenance. In many cases, this may be sufficient, such as that of a W-2 wage earner. However, in those cases where a client's spouse owns their own business eliciting the true available funds for child support and maintenance can be more complicated. This teleconference is designed to help you  more...

Contractor Selection ...d, it is vital to have the best construction team members available. While design professionals, lenders and other professionals are important for a successful project, in these 'watch the bottom line' times, the contractor you place in charge of the work is the most important person on the project. This teleconference will assist you review the key issues on contractor selection and raise  more...

15- Minute Expert Adult Patient Assessments: Practical Strategies, Tips, and Updates for Health Care Professionals ...cuities and complexities are increasing and the amount of available time to be hands-on with each patient seems to be decreasing. That is why every health care professional needs to be proficient in assessment skills. This teleconference, '15-Minute Expert Adult Patient Assessments: Practical Strategies, Tips and Updates for Health Care Professionals,' will help you identify practical  more...

LEED Tax Incentives and Credits for Green Buildings ...nd tax credits. This teleconference is based on publicly available information concerning the LEED rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. Learning Objectives: - You will be able to list federal, state and utility incentives and rebates. - You will be able to discuss financing and loan programs. - You will be able to  more...

The Fundamentals of Estate Planning for Pets ...ook at the various opportunities and techniques which are available to provide for the care and planning in regards to pets. This teleconference will provide you with some of the tools that are out there to assist your clients whose most important beneficiaries are often overlooked, whether because the client is embarrassed, or the attorney is ill equipped with how to address the client's  more...

Nanotech Materials for Sustainable Buildings ...olecular manipulation. - You will be able to discover how available nanotech materials have already lowered costs and improved performance in actual installations. - You will be able to construct work environments with electronic fabrics, mold-proof ceilings and flooring that is impervious to dirt. - You will be able to review case studies and resources involving nanotech materials.  more...

Form-Based Coding: An Alternative to Conventional Zoning ...based district. This teleconference is based on publicly available information concerning the LEED rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. Learning Objectives: - You will be able to interpret key issues addressed by form-based codes. - You will be able to list elements of form-based codes. - You will be able to repeat  more...

Documenting and Organizing LEED Projects: Lessons Learned for Better LEED Submissions ...D submissions. This teleconference is based on publicly available information concerning the LEED rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. Learning Objectives - You will be able to summarize the LEED documentation process. - You will be able to compile information for LEED submittals. - You will be able to record  more...

Loan Modifications: Available Programs, Issues and Fundamentals ...erence will address the latest loan modification programs available, the advantages and disadvantages of each, as well as servicing issues that may affect a servicer's ability to modify its portfolios, given investor servicing agreements and restrictions. A tutorial on the fundamentals of processing a loan modification, including documentation, disclosure and closing issues, will also be  more...

Working Capital Management: Effective Policies and Techniques BenefitsLiquidity is top of mind for executives and they are looking at all sources of incremental free cash flow within their organizations. One area that is on everyone's list of sources is working capital, but most companies fail to reap the full opportunity that is available to them. What are leading companies doing to effectively drive cash flow from working capital? This teleconference will  more...

Commercial Foreclosure Due Diligence Checklist: What to Do Before, During and After Foreclosure ...u of foreclosure or exercising other remedies that may be available to it. But these steps pose additional concerns that the lender must address, including potential lender liability claims. In addition, the borrower may file for bankruptcy at any time. And as more and more people are looking for ways to profit from the commercial real estate downturn, potential buyers may be interested in the  more...

Online Collection Techniques: Do's and Don'ts BenefitsTechnology has changed how we communicate and do business. Debt collectors have the added challenge of trying to contact debtors who may only correspond via email or online portals. Some debtors no longer have a land line phone and only use cell phones, texting, email and instant messages to communicate. How can debt collectors face this challenge while following debt collection laws that  more...

Common Annexation Issues in Development ... the general requirements for annexation and the remedies available to those opposing the annexation. Learning objectives: You will be able to discuss annexation agreements. You will be able to identify what constitutes contiguous or adjacent territory. You will be able to describe the pros and cons of annexation. You will be able to explain how annexation is used to control development.  more...

Construction Payment Remedies: Using the Right Tools ...he unique nature of the industry and the special remedies available to those in it make payment disputes matters of much interest to all involved in the construction process. The recession has only made resolution of these disputes more challenging. This teleconference will cover types of payment remedies, how they work, and the strengths and weaknesses of each. The speakers will discuss how to  more...

The Dilemma of Dealing With Bad Plans and Specs: Key Legal Concepts and Tips for Pro-actively Managing Design Errors, Omissions ...d private construction projects. Knowing what options are available and what you can or should do to mitigate damages, address the problem and pursue or protect the parties' rights will assist you when you inevitably encounter bad plans. Learning Objectives - You will be able to differentiate the roles between the owner, architect and contractor. - You will be able to plan what to do when you  more...

Multifamily Project Finance and Development BenefitsAlthough generally performing better than single family, the multifamily credit markets continue to be in turmoil, and raising necessary debt and equity for acquisition, refinancing and development continues to be a challenge, even for well-capitalized owner/developers with good track records and performing or well conceived new projects. The looming 'refinance crisis' for multifamily  more...

Lighting Design and Control for Commercial Buildings: Increase Sales, Increase Productivity and Save Energy BenefitsWhatever your business is, the proper illumination can provide paybacks that far exceed the energy saved. Studies have confirmed findings. This topic will be presented in a fast paced teleconference with many real life examples. System efficiencies, impact on other architectural systems and integrated controls will all be discussed. We will discuss daylighting, a 100 year old feature that  more...

Sale-Leaseback Transactions Today: Monetizing Real Estate Assets ... about the most common sale leaseback structures that are available, how they work and whether they would be advantageous for your business. Also, for real estate investors (large and small), learn more about the availability of Section 1031 exchange property from companies with sale-leaseback and net-leased property programs. Accountants, tax managers, CFOs, controllers, real estate  more...

Building Green Without Losing Green: Managing Risk in Sustainable Design and Construction Contracts BenefitsRising energy costs, government mandates and market forces are combining to produce a surge of interest in sustainable development. The introduction of new green practices and processes requires a fresh review of old design and construction template agreements. In this teleconference, you will learn to identify areas of contractual risk in the green development context. You will also learn  more...

Understanding the Complexities of OCIPs and CCIPs Insurance Programs ...gs if properly structured and managed. While historically available only on the largest of projects, more recently these programs have been used on projects as small as $25 million in construction costs. Another variant known as the rolling wrap-up is becoming more popular for businesses that build multiple projects or maintain a number of large facilities. In order to realize the significant  more...

Purchasing Law: Breach, Repudiation and Excuse ...take to preserve your rights and the remedies that may be available under the Uniform Commercial Code. Learn about the important notifications you need to make when the goods arrive but are defective, or when you learn the goods don't work after you accept delivery. Learn about when you have the right to terminate an agreement purchase replacement goods from another source and whether your  more...

Best Practices to Manage Your Multistate Payroll ...nd more time on payroll forms than is either necessary or available. This teleconference will help payroll personnel cope with multistate payroll pitfalls explaining in practical terms not only how to calculate the taxability of employee benefits but how to structure your benefits to be nontaxable. Finally the teleconference will spell out the significant differences between state and federal  more...

Design Codes and Standards for Noise Control ...ign pitfalls. n nThis teleconference is based on publicly available information concerning the LEED® rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. n nLearning Objectives nYou will be able to discuss criteria and codes. nYou will be able to state compliance and legal recourse. nYou will be able to design integration and  more...

Commercial Tenant Defaults: Practical Issues and Legal Remedies nIn what some have described as the worst economic downturn since the Great Depression, landlords, property owners, and property management companies have found or will find themselves facing an increasing number of tenant defaults as well as incredible pressure to fill vacancies resulting from defaults and non-renewals of leases. Managing risk associated with tenants and efficiently handling  more...

Escrow Basics: The Keys to Successful Real Property Closings nIf the closing of real estate related transactions is one of your job responsibilities, "Escrow Basics" is designed to provide you with the knowledge to obtain this goal but MUCH MORE - how to make it a successful, memorable and pleasant experience. Learn what escrow is, its role and the closing process. Both loan and sale escrow transaction are covered with emphasis on our current economy's most  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...

Successful Strategies for Controlling Workers' Compensation Costs ... effective workers' compensation program will utilize the available remedies to achieve the goals of reducing injuries, reducing benefit payment and reducing unsuccessful litigation results. This 90-minute teleconference will review the myths and misconceptions about workers' compensation as well as address how to control runaway claims. The 10 key elements of an effective workers' compensation  more...

Brownfield Redevelopment and LEED. in 2009 - What Happens When You Mix Green and Brown? ...ard in 2009. n nThis teleconference is based on publicly available information concerning the LEED® rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. n nLearning Objectives: n- You will be able to breakdown the benefits and synergies when developers, architects, engineers, contractors, lawyers and stakeholders mix green -  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...

Understanding LEED. for Existing Buildings Operations and Maintenance ...y, and exploit new technologies that have recently become available to help the environment. This teleconference is totally independent and not funded by any building product manufacturer. Your speaker is not currently retained by major corporations or trade associations in the green building industry. n nThis teleconference is based on publicly available information concerning the LEED® rating  more...

Preparing for the International Financial Reporting Standard nOn November 14, 2008, the SEC released its proposed road map for the adoption of IFRS in the United States. At about the same time, leaders from the G20 countries at a financial summit in the United States issued a statement which, among other things, confirmed the leaders' support for developing a single set of high-quality global accounting standards. n nBoth of these events represent progress  more...

Payment Fraud ...der may be bad. You need to understand the tools that are available to you to investigate a potential customer. n nThe teleconference is intended to be a fundamentals session, providing you a foundation-level of knowledge about the theories, best practices and terminology surrounding electronic payment fraud. This teleconference is presented in a standard format covering the history of  more...

Form 706: Estate Tax Return Fundamentals nAmericans have been able to accumulate wealth. It is estimated more than $10 trillion dollars in wealth will be transferred over the next 15 years. If a person has been fortunate to amass significant wealth, the government imposes a tax when the person transfers their wealth at death. In 2009, if a person's gross estate plus adjusted taxable gifts equals or exceeds $3.5 million in value, a Form  more...

Green Leases: Negotiating Renewals and Direct Leases Under Sustainability Mandates nA steadily increasing number of tenants, along with state pension funds and other institutional partners of commercial landlords, and state and local legislators are combining forces to press commercial landlords into moving forward with green buildings and the greening of existing buildings. The LEED® movement for green building leases started with encouraging energy efficiency and then  more...

Keys to Understanding Land Records ...cord interests, rights and claims, and what resources are available to the purchaser and lender concerning minimizing risks associated with the title. n nLearning Objectives n- You will be able to learn available sources of land records information. n- You will be able to describe classifications of legal descriptions. n- You will be able to learn risk reduction and transaction enhancements. n-  more...

Strategies for Successful Mixed Use Development ...ompts discussion of challenges you face and opportunities available for common mixed use design elements from site selection to plan approvals and operations. We'll discuss selected topics from a 360-degree perspective of the designer, developer, tenant, resident, municipality and end user. n nLearning Objectives n- You will be able to identify factors contributing to the growth and the demand  more...

Retirement Benefit Solutions For Nonprofit Organizations and Government Entities ...ees and executives as for-profit companies, but the tools available to them are often more limited. This teleconference will explore both broad-based retirement programs and executive deferred compensation available to nonprofit organizations. It will highlight new rules for 403(b) plans and pending IRS guidance that will restrict nonqualified options even further. It will also point out the  more...

Maximizing Innovation and Design Process Credits for LEED. Certification ...cal experts. n nThis teleconference is based on publicly available information concerning the LEED® rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. n nLearning Objectives n- You will be able to explain the link between sustainability and green building. n- You will be able to state the 2009 guide and rating credit system. n- You  more...

Current Trends in Green Lending nDon't let the housing market slow down get you down. Learn an exciting new business opportunity while aiding the environment. Green lending, also known as Energy Efficient Mortgages, have been around for more than decade but have been seldom used. With the growing concerns over the nation's addiction to imported oil and climate change there is a new push to create a greater market demand for this  more...

Estate Planning for Vacation Homes ... legacy. This teleconference will review the many options available to vacation homeowners to plan for such important transfers. You'll learn about the mechanics of such strategies, as well as the potential pitfalls. Since every family dynamic is different, there can be no single strategy that will work for every family. Our experienced faculty has worked closely with many families to define  more...

Internet Research for Legal Professionals ...rray of legal materials. However, not all legal resources available on the Internet represent authoritative or relevant information to the legal researcher. Legal websites organize information in different ways; documents appear in a variety of file formats; and search engines may or may not index legal materials in concert with the legal researcher's expectations. This teleconference will help  more...

Intermittent Leave Under FMLA nThis teleconference is designed to assist you in effectively managing FMLA leave taken on an intermittent or reduced-schedule basis. You'll learn the basics of intermittent and reduced-schedule leave, including the circumstances under which such leave must be made available to employees and how you should track these leaves. The teleconference will also address notice and certification issues as  more...

Effective Job Cost Reports in Construction Project Management ...e 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 potential problems before they seriously impact a project's success. This 90 minute teleconference will address the entire life cycle of the JCR,  more...

Controlling Purchasing Card Risk nPurchasing cards are used by many corporate and governmental organizations to acquire low-value goods and services from suppliers in a cost-effective and timely manner. Purchasing cards expedite payment to suppliers and reduce or eliminate the paperwork associated with requisitions, purchase orders, invoices and checks. Estimates of cost savings by use of purchasing cards are commonly estimated  more...

IRA Rollovers and Transfers: Common Portability and Processing Concerns ... advise their clients on IRAs. We'll focus on the options available both to IRA owners and their beneficiaries when it comes to transferring an IRA. You'll find out how an IRA owner can obtain relief for missing the 60-day rollover deadline and learn about the permissible ways a spouse and nonspouse beneficiary can set up an inherited account. This teleconference can help you spot and avoid  more...