Best Practices Telephone Seminars - Training Resources

Keys to Understanding and Writing Purchasing Contracts ...ess critical terms. It will also cover current trends and best practices with respect to the purchasing process and documentation of purchasing agreements at Fortune 500 companies. Time permitting, this teleconference will also provide helpful tips to purchasing professionals on how to keep your job and your sanity. Attorneys, purchasing managers, material managers, contract administrators,  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...

CPM in Construction Management: Preventing and Measuring Delays ...ontemporaneous schedule. - You will be able to review key best practices essential to early identification and quantification delay. - You will be able to identify the strengths and weaknesses of different approaches to measure delay. - You will be able to analyze a schedule to identify and measure delay. Project managers, contractors, subcontractors, developers, principals, owners, suppliers,  more...

IRS Guidelines for Good Governance and the Continued Tax Exemption of Section 501(c)(3) Organizations BenefitsGiven continued congressional scrutiny of whether tax exemption is a worthy federal subsidy for any type of tax-exempt organization, proper governance and accountability to the local community are key factors that may distinguish the tax-exempt sector from the taxable sector. The Internal Revenue Service, the press and others have linked the need for good governance to the quest for  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...

Current Work Product Issues in Taxation: Preservation, Waiver and Tax Accrual Work Papers BenefitsCompanies face many obstacles and ever-changing standards to maintaining work product protection of sensitive documents and information prepared by counsel. The documents at issue, such as tax accrual workpapers, litigation analyses and internal investigation materials, are often roadmaps for the companies adversaries. Challenges to work product protection come from many directions,  more...

End of Employment Payroll Issues BenefitsThis will be a comprehensive look into issues that arise when an employee terminates. Topics that will be discussed will go from when an employee needs to receive their final pay to how an employee death's final pay best practices and taxation. This teleconference will cover special situations when an employee terminates such as benefit deductions, state minimum hours requirements and  more...

Mortgage Fraud: An Epidemic ...will focus on the most prevalent forms of mortgage fraud. Best practices for detection and prevention are outlined, with industry-specific recommendations for bankers, lawyers and mortgage professionals. We will conclude with a discussion of choosing and pursuing appropriate remedies. Bankers, loan officers, mortgage brokers and owners, accountants, controllers, CFOs, CEOs, attorneys,  more...

Creating and Using a Salary Increase Matrix ...leconference will discuss the concept, implementation and best practices associated with a merit matrix. Implementing a merit matrix is one of the easiest and most direct ways to link pay with performance and manage turnover. Sharing of pitfalls that many companies encounter when implementing a matrix and how to avoid them will be addressed. The teleconference will provide insight into varying  more...

Employee Expense Reimbursement Best Practices ...imbursable expenses. In today's economy, establishment of best practices and ensuring compliance is crucial to minimize the cost and legal risk of inappropriate practices. This teleconference will explore the legal landscape governing employee expense reimbursement, outline the legal and financial risks of improper procedures, and provide practical tips and tools for employers to ensure their  more...

Electronic Contracts: Best Practices and Legal Implications BenefitsThe legal landscape affecting the enforceability and proper use of electronic contracts continues to change. While such contracts are now widely used, certain issues remain unsettled, including unilateral modification of contracts and attribution of electronic signatures to a particular user for enforceability issues. Jason Epstein and Geof Vickers will provide solutions to some of these  more...

Construction Joint Ventures: Benefits and Pitfalls ...ndividual joint venturers. This teleconference focuses on best practices for the formation, structure and on-going governance of joint ventures, and emphasizes the decisions and safeguards that minimize the possibility of joint venture disasters. Learning Objectives - You will be able to define key economic terms of a joint venture. - You will be able to explain joint venture governance. - You  more...

Protect and Collect - The Effective Use of Engagement Letters ...ndustry, including professional service firms, looking at best practices to keep revenues steady and to decrease liability. The collection process has become more burdensome as cash flow tightens across the country. With more and more lawsuits arising against professional service providers and their firms, law firms, accounting firms and even bookkeeping/tax services are not immune from legal  more...

Understanding UCC Article 9 Foreclosures BenefitsCurrent market conditions pose an alarming rate of defaults on commercial loans not seen in years. With defaults commonplace and secured creditors facing challenges in protecting their interests, foreclosing on assets under UCC Article 9 may be the right option. If appropriate, a public auction, private sale or friendly foreclosure under Article 9 may provide a quick and relatively  more...

Updated Best Practices for Legal Holds In Civil, Criminal & Business Contexts BenefitsThis teleconference will teach you how to avoid the devastating problems that your clients may face if they do not plan for effective legal holds in anticipation of legal proceedings. Specifically, you will learn how courts and government investigators are interpreting the basic requirement to preserve information in 'reasonable anticipation' of litigation or other formal proceedings. You  more...

Use of Terms and Conditions in Purchasing Contracts BenefitsAs companies seek to reduce transaction costs by doing business with standardized business forms, the old 10-point, double-column terms and conditions provisions have taken on new importance for purchasing professionals. This teleconference is going to expose that what is hidden in that microscopic text are not only acronyms that can be legally determinative if a controversy develops, but  more...

Slope Stabilization: Best Practices and Challenges ...d techniques used to avoid failures by the application of best practices. There are well-established engineering principles for the design and maintenance of stable slopes. This teleconference summarizes practices to overcome challenges to enhance slope stability. Many engineers are faced with challenges to protect against the potential for slope failure. Indicators include sloughs, erosion and  more...

Best Practices in Commission Pay Plans BenefitsThere are few management tools that work as well in recruiting, directing, motivating and retaining sales people as a strong commission plan. This is critical because sales people are often highly paid, remote from headquarters and entrusted with customer relationships (very valuable assets). A properly designed commission plan clearly and personally communicates the strategy of the  more...

Avoiding Costly Mistakes In Harassment Policies and Investigations ... you from liability. The teleconference will also explain best practices for investigating and documenting investigations of harassment complaints. Failure to have a proper harassment policy and to properly investigate harassment complaints remain the most common errors employers make in this area. They have often led to discrimination and retaliation awards of many hundreds of thousands of  more...

Direct Cost Accounting and Indirect Cost Allocation for Not-For-Profit Organizations BenefitsThis teleconference will help you deepen your understanding of direct cost accounting and indirect allocation rules, risks and best practices to achieve compliance with accounting requirements and maximize cost reimbursement. Accountants, attorneys, executive directors, officers, controllers, CFOs, tax managers and enrolled agents  more...

Electronic Invoicing and Payments: Paperless A/P Best Practices BenefitsIt may seem impossible to escape the paper heavy processes in your AP department and achieve the coveted paperless status but pulling off this caper is not a feat reserved for only paper mavericks. Instead, we can show you there is a way to achieve a paper-free environment and realize your ROI. In this teleconference, e-invoicing architect Henry Ijams will discuss your options for a  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...

Unclaimed Property Compliance: Are you Ready for the Upcoming Reporting Deadline? BenefitsIs your company ready to file your unclaimed property report by the November 1 deadline? Who within your company is responsible for ensuring compliance with the various state unclaimed property laws? Is your company currently undergoing an unclaimed property audit? If you are struggling to find the answer to any one of these important compliance questions, this teleconference is for you!  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...

Drafting Clear and Enforceable Contracts BenefitsCommercial contracts have become increasingly complex in our litigious society. Why can't contracts just be written in plain language with the common words (and sentence structures) we use in everyday conversation? The truth is - they can! This teleconference is an introductory course on drafting clear and enforceable contracts in a business environment - using language that everyone can  more...

Workers' Compensation Handbook Best Practices BenefitsMinimizing workers' compensation abuse and controlling the costs of legitimate claims is a daunting task. In this difficult economy, it is essential that all employers take every step they can to reduce their workers' compensation exposure and costs. This 90-minute teleconference is geared to provide you with the best handbook practices - policies, procedures and techniques - for staying  more...

Minimize Risk with Legal Case, Matter and Practice Management Systems BenefitsCase, matter, and practice management systems and processes will help your practice become more efficient and effective in all aspects of operating your practice and addressing the needs of clients. Whether you are a litigator or a transactional attorney, in private practice or in a legal department, this seminar will focus on the functions and advantages of case, matter, and practice  more...

Infection Control Programs BenefitsHealth care associated infections have moved into the forefront of the health care industry due to emerging and re-emerging issues, the human toll and reimbursement challenges. Central to this problem is the impact of the infection preventionist and the infection prevention function. This teleconference will help identify specific elements of an effective infection prevention program and  more...

Best Practices to Manage Your Multistate Payroll BenefitsPayroll personnel are continually faced with legal and practical challenges associated with employee benefits, overtime, nonexempt employee requirements, employee bonus payments, confusing payroll forms, etc. Not only do you have to know your own state laws but often times neighboring state laws if you have employees across state lines. The taxability of employee benefits is confusing and  more...

Construction Site Hazard Prevention ...e system involving the establishment and communication of best practices, and employee participation in identifying and mitigating hazards before an injury can occur. n nLearning Objectives n- You will be able to formulate a company philosophy and culture. n- You will be able to give examples of why it is important to identify and mitigate site hazards. n- You will be able to devise a plan to  more...

SAS 70 Requirements, Obligations, and Audit Survival Best Practices nToday's regulatory requirements are forcing corporate customers to become more aware of their vendors' internal controls and security than ever before. Maintaining an up-to-date SAS 70 report based on an audit of the effectiveness your organization's control objectives and activities can help satisfy these customers' concerns. To successfully navigate the SAS 70 audit process, it is important to  more...

Creating Investment Policies For Your Nonprofit: Risk Tolerance, Reserve Funds and Portfolio Management Capacity nEstablishing and maintaining investment policies that fall in line with the needs, risk tolerance and portfolio management capacity of your organization are critical to its success. At this teleconference we will take a strategic look at the components that contribute to creating strong investment policies. Included will be discussions on understanding the needs of your organization, spending  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...

Payment Fraud ...g 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 e-commerce fraud, consumer fraud, merchant fraud, fraudster motivation, fraud trends, identity verification and phishing. You can expect to be able to answer four basic questions after  more...

Construction Delays Caused by Permitting ...h permitting delays. In addition, it will address certain best practices, such as carefully considering the permitting process during the development of the design and construction schedule. You will also learn how to handle claims that arise from permitting delays. n nLearning Objectives n- You will be able to plan for permitting and permitting delays in your contract documents. n- You will  more...

Stemming the Tide: 10 Best Practices for Litigation Expense Management nNew rules governing e-discovery, a continued increase in corporate reliance on electronic data and growing sophistication of plaintiffs' counsel have all combined to result in skyrocketing litigation costs with no end to this growth in sight. This comes at a time when pressure from business clients to reduce the cost of legal services is at an all time high. This teleconference will suggest 10  more...

Client Rights Issues: Informed Consent and Confidentiality nBoth state and federal laws contain myriad requirements intended to protect client rights. Most importantly are those that relate to rights regarding providing informed consent and privacy of health information. However, many health care providers do not understand the complex intersections of regulatory and common law requirements for obtaining consent and protecting client privacy. Failure to  more...

Purchasing Contract Disputes nBad economic times inevitably result in serious business disputes. This teleconference will help you plan and implement a practical strategy to minimize the business interruptions (and costs) that can occur when purchasing contract disputes occur - and turn potential career-limiting purchasing disasters in 2009 into success stories. This introductory course will help you understand how such  more...

401(k) Plan Costs Including Recent Update on Supreme Court Rule LaRue v. DeWolff, Boberg & Associates Inc. ...u're not prepared! n nThis teleconference will provide a best practices review and overview of ERISA fiduciary concepts that impact the way your 401(k) plan is structured and operates, with a focus on fees and expenses, and the new class action lawsuits. You'll learn about the issues facing 401(k) sponsors and everyone involved in a clear, easy-to-understand format to permit sponsors to better  more...

Best Practices in Purchasing Software ... enterprise-wide software applications understand current best practices in licensing software and how to apply these best practices in everyday negotiations with software vendors. The teleconference will explain methods for evaluating vendors, products and service levels for licensed software over the entire life cycle of a software application. The teleconference will also cover business  more...

Implementing Green Initiatives in Government ... Green experts and experienced agencies are sharing their best practices and information so as to help other public agencies reap the benefits of their tested proven methodologies. Register for this teleconference and gain access to a wealth of step-by-step instructions for various environmental purchasing programs and resources that can guide your way - including lists of green products and  more...

FMLA Regulation Update: Managing FMLA Leave under the New Regulations nEmployers are continually faced with the problem of FMLA abuse. Unfortunately, many employers are unaware of the tools at their disposal to effectively manage FMLA leave. This teleconference will help you understand lawful methods you can use to restrict unwarranted use of leave. You'll get a firm grasp of the most effective FMLA policies that may be instituted. Failing to adhere to FMLA  more...

Aging Building Management: Best Practices in Development Long-Term Capital Plans nUp to 30% of the average organization's annual capital outlay is spent on facilities and related infrastructure. How can an organization ensure it is most effectively leveraging this investment to support operations today and meet the needs of the future? n nOptimally managing capital assets requires detailed information about the condition of an organization's facilities and major building  more...

Latest Trends in the Rise of Unclaimed Property Enforcement nRegister for this teleconference and stay abreast of the latest statutory and state enforcement trends. You'll get an update on recent cases involving unclaimed property (state and corporate) and best practices you can use to address current internal controls, policies and procedures.  more...