Basic Telephone Seminars - Training Resources

Basics of Reverse Osmosis for Brackish Groundwater Treatment ...roved. n nThis teleconference will go over some of the basic design considerations impacting reverse osmosis membranes used in groundwater desalination and then apply these principles to some specific application problems. Our faculty will review examples of successful installations as well as problems encountered and countermeasures. You'll learn about the use of newer, energy-efficient  more...

Updated Best Practices for Legal Holds In Civil, Criminal & Business Contexts ... courts and government investigators are interpreting the basic requirement to preserve information in 'reasonable anticipation' of litigation or other formal proceedings. You also will learn how to work with your clients in planning for proceedings that require preservation of documents and electronically stored information. Specific approaches may differ. But the clear best practice for legal  more...

Legal Overview of Financial Records: Obtaining and Understanding the Information BenefitsMany offices today make use of paralegals or legal assistants not only in preparing documents but in reviewing them. Many attorneys rely on elementary representations of income such as the 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  more...

Internal Controls BenefitsWhether you're part of the Fortune 500 or a small private company, understanding how to develop and implement effective internal controls is critical to your business. In addition to helping you comply with the law, a good system of internal control can dramatically improve your bottom line. In this 90-minute teleconference, you'll learn about basic internal control concepts that will help  more...

Efficiency Estimations and Payback Periods for New Equipment ...of the decision process. This teleconference will explain basic principles of electric motor life cycle costs to understand how and when a new energy efficient motor can significantly save on total expenses. Special emphasis will be on understanding what affects the efficiency has on operating expenses, how to calculate the potential savings of alternative choices, and how to ensure energy  more...

8 Issues When Doing Business or Contracting With Native American Tribes ...ngage in business with the tribe. However, there are also basic tenets of American Indian law that can be applied to all aspects of doing business and/or contracting with individual American Indian tribes. This teleconference is designed to provide you with the tools to recognize the uniqueness of each American Indian tribe while applying the basic tenants of contracting with these same  more...

Basic Principles of Construction Insurance ...BenefitsThis popular teleconference offers an overview of basic insurance coverage used for construction projects. The presenters are experienced construction and insurance coverage attorneys who will discuss how to secure appropriate insurance coverage at a project's inception and what to do when claims arise during construction or after project completion. Builder's risk, CGL and other common  more...

Integrated Project Delivery Principles and Building Information Modeling ...implement these principles in their firms. There are some basic concepts in IPD and BIM that can be used in every project large or small. Dialogue among the project team members is the key but without a level understanding that dialogue can fail to bring the desired results. This teleconference will help anyone on the project team to gain a better understanding of the possibilities. We will  more...

Form-Based Coding: An Alternative to Conventional Zoning ...basic understanding of form-based codes: how they are different, how they can be applied and how they can help implement more sustainable communities. Lessons learned and steps toward beginning the process will provide you with a clear path toward a successful form-based code. Legal and practical considerations associated with adopting form-based zoning regulations will be reviewed. Form-based  more...

Ethical Issues in Effective Settlement Negotiations ... various state and federal courts on matters ranging from basic duties of disclosure to the often murky rules affecting class actions and the settlement of complex litigation affecting numerous parties. This teleconference will better equip you to strike an appropriate and effective balance between the need to represent clients vigorously and the need to adhere to the applicable rules of  more...

Meeting Your Fiduciary Responsibilities Under ERISA BenefitsMaintaining an employee benefit plan subject to the Employee Retirement Income Security Act of 1974 requires that people managing the plan or investing plan assets become fiduciaries. You need to know when they might become an ERISA plan fiduciary. You must understand your legal obligations to plan participants and beneficiaries. This teleconference will provide you with an overview of the  more...

Immigration Compliance for the HR Professional: Employment Authorization Issues and Beyond BenefitsAll United States employers must comply with employment authorization and verification laws, regardless of the size or composition of their workforce. This teleconference will supply you with the information you need to ensure your company is in compliance with employment authorization rules and regulations. Detailed guidance on employment verification procedures, Social Security number  more...

Daubert Motions: Challenging Expert Opinions ... to challenge opposing expert testimony. You'll learn the basic concepts of the law governing admissibility of expert testimony and get practical and concrete advice on how to bring and defend expert witness challenges under Daubert. This teleconference will explore the strategic question of when you should consider challenging expert testimony, as well as the tactical issue of how to prepare a  more...

Gift Acceptance Policies for Public Charities and Tax-Exempt Organizations BenefitsFundraising is hard enough without running into the legal, accounting and practical pitfalls inherent in some types of gifts! A comprehensive gift acceptance policy can help an organization avoid these pitfalls, enhance its donor relationships and run a more successful development program. This teleconference will address the issues that should be covered in a basic gift acceptance policy  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 teleconference will explore loan assignment and participation transactions from the perspective of both the originating lender and the assignee or participant. You'll learn about  more...

Sale-Leaseback Transactions Today: Monetizing Real Estate Assets ... can be redeployed in their core business. Understand the basic financial and accounting rules governing treatment of sale-leaseback transactions and operating leases. Learn 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  more...

Purchasing Law: Breach, Repudiation and Excuse ...on't be delivered. This teleconference will provide you a basic understanding about what you can do when your purchase contract goes bad. You will receive a primer on the steps you need to 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  more...

ALTA Policy, Endorsements and Transaction Strategies with Title Insurance ...range of title issues and their resolution using both the basic title insurance policy and expanded coverage alternatives. Learning Objectives - You will be able to point out ALTA procedures and information. - You will be able to outline a closing. - You will be able to integrate policy. - You will be able to list components of a typical title insurance policy. Attorneys, engineers,  more...

Terminating a Construction Contract: Legal Issues and Considerations ...ore economic damage. This teleconference will provide the basic concepts of termination and will provide some examples of the right and wrong way to terminate construction agreements. Learning Objectives - You will be able to distinguish termination clauses from standard form contracts (AIA, etc.). - You will be able to explain termination for default. - You will be able to prepare statutory  more...

A Paralegal's Guide for Drafting Pleadings ...y important to the litigation process. You will learn the basic tools for locating documents, developing computer competencies for maximum efficiency and the importance of keeping essential forms. The speaker will discuss brief and memorandum banks as well as provide an understanding of how to analyze a fact situation, identify the legal issues, research the issues and prepare the appropriate  more...

Basics of Trust Administration ...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 income tax reporting. The  more...

Introduction to New ICD-10 Coding: Preparing for Implementation nThe International Classification of Disease and Operations, Ninth Edition has out-lived its usefulness for capturing morbidity and mortality amongst the world population. Most developed nations transitioned to ICD-10 several years ago, but because of the tie of ICD-9-CM to payments in the United States there have been a series of delays in the US implementation. As the US moves a lightening speed  more...

Building Information Modeling: Planning, Design and Legal Considerations ...tative sources for BIM information, then sprinkle in some basic BIM concepts. Information will be presented that will be of interest for any team member. We will talk about some new developments in BIM contract language that you may have heard about, as well as what legal issues may be real and what may just be excuses. When we talk about the tools and the processes, we will explore some costs  more...

Tax Implications of Generation-Skipping Techniques - Planning to Minimize the Generation-Skipping Transfer (GST) Tax ...tion. Benefits and differences between different types of basic GST tax planning techniques, including various lifetime planning and post-mortem planning along with the implications of leveraging GST tax planning with discounted assets will also be discussed. Insight into considerations for coordinating GST tax planning during life and at death, and nontax issues connected with GST tax  more...

An Introduction to Contract Basics nContracts govern the basic business and commercial relationships of most of us, yet for many the basics of contract law remain a mystery. There is often misinformation about such simple questions as "Is a handshake enough?" or "Do all the boilerplate terms of a contract really matter?" This teleconference will address these and many more issues surrounding the formation and enforcement of  more...

Understanding the Language of Mold Assessment Reports ...measurement and terminology in use today. It explains the basic terminology and reporting units which must be understood by decision-making laymen, such as building owners and property managers, and by professionals, including attorneys, consultants and architects. It is intended to present the inherent limitations associated with microbial sampling and many of the problems commonly associated  more...

Patients' Rights Update ...other health care facilities. These bills of rights cover basic and not so basic concerns. From the right to be treated with dignity, respect and compassion to the right to privacy, patients and their representatives are speaking out to protect their interests. In this environment, managing patient expectations and providing quality care to patients remain critical for health care providers.  more...

Utilizing Congestion Pricing to Reduce Traffic Congestion and Generate Infrastructure Revenue ...tion objectives. You will be able to describe some of the basic congestion pricing models used for transportation, recognize the potential benefits and potential implementation challenges of congestion pricing projects, and understand how to avail yourself of resources from the Federal Highway Administration to help them move forward with this approach. This teleconference is critical for state  more...

Payment Fraud ...on and phishing. You can expect to be able to answer four basic questions after attending the session: for electronic payments, be able to define the differences and priority for managing fraud, credit and authentication; gain a basic understanding of how e-commerce fraud has evolved, being able to describe the characteristics of past attacks on e-commerce merchants; gain a basic understanding  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...

Floodproofing Fundamentals: Design Methods to Reduce Flood Damages ...idential, commercial and public buildings. We will review basic design methods and techniques used to minimize or eliminate damage to new and existing buildings, contents and utility equipment. This teleconference is a must for agencies and companies that are responsible for designing and planning to protect structures and operations from flood damage. n nLearning Objectives n- You will be  more...

Effective Fundraising Techniques for Nonprofit Organizations ...r fundraising program. This teleconference will cover the basic elements of a complete fundraising program for annual operating support as well as ways every organization can participate in the coming intergenerational wealth transfer through a planned estate giving program. It will cover comprehensive campaign basics so you can see how a campaign can improve your fundraising effectiveness and  more...

Roundabouts: Planning, Design Principles and Current Practices ...s in your region. This teleconference will emphasize both basic and advanced roundabout principles to assist you with proper roundabout implementation for better public acceptance, smoother roundabout operations, increased capacity and safety, less maintenance and less pollution. n nWhether you are new to roundabouts or an experienced design engineer, you will learn to understand the  more...

Multistate Sales Tax Issues for Contractors nAttendance at this teleconference will assist you in understanding who and what is subject to sales and use taxes, including who is responsible for collecting the sales tax or paying the use tax, e.g., who is the ultimate consumer, the differences between real and personal property, the taxation of repairs and repair services, and the taxation of intangibles such as warranties. Without an  more...

Lease vs. Buy: Choosing the Best Option nThe decision to finance business equipment through lease programs or by purchases is one of the most difficult and important decisions faced by businesses every day. Making the wrong choice can not only result in economic loss but significant disruption of business, loss of time and opportunity. This teleconference will provide you with a comparison of the benefits and pitfalls of financing  more...

Problems and Risks Associated With Green Construction ...acts. In this teleconference, we will be going beyond the basic principles of designing and building green to explore some of the challenges more likely to be encountered when building green, or made more acute when the goal of the project takes on a greenish hue. From this teleconference you will learn risk considerations unique to green design and construction; failure modes that are more  more...

Electronic Record Retention: Mistakes HR Professionals Can Avoid nLearn the facts and get advice on cutting your dependence on paper records. According to the Association of Information and Image Management, more than half of organizations that attempt to implement paperless records management systems fail. Don't be one of them. This teleconference will help HR managers and anyone attempting to implement paperless records management to go paperless effectively.  more...

Internet Techniques for Locating Lost Relatives ...termining what is known - the identifiers; and creating a basic research plan. There are many online resources, public and private, that can be used for a search. This teleconference will cover the types of records, the quality of information in those records and statutory considerations affecting the availability and use of records. After the search is completed and a lost relative is located,  more...

A Tax Primer on Real Estate Investment Trusts nMore than $375 billion are invested in approximately 180 publicly traded real estate investment trusts (or REITs). In addition, billions more are invested in privately held REITs. This teleconference will provide an introductory summary of the tax requirements REITs face in their formation and ongoing operations. You will develop a basic understanding of REITs through this program. The  more...