Company Telephone Seminars - Training Resources

Implementing a Health Risk Assessment for Your Health Plan: What Works, What Doesn't, What's Legal ... of implementing a health risk assessment as part of your company health plan or wellness program. Learn about health risk assessment goals and expected outcomes, common design issues and encouraging participation, offering rewards and penalties, overcoming objections and the all-important employee buy-in. You will also learn how to avoid legal pitfalls and which health risk assessment designs  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...

Techniques to Prepare for Difficult Employee Discussions ...tion the record that you're creating, which can land your company in legal hot water. Well, fear not - Join us for this Lorman teleconference on preparing for difficult employee discussions with employment expert Paul Falcone, author of 101 Tough Conversations to Have with Employees (AMACOM Books, 2009), so that we can strategize together over how to handle some of the most challenging  more...

Common Pitfalls of Certificates of Insurance ...ften times followed by an all too common explanation: 'My company employees are listed as additional insured so we are covered.' Certificates of insurance are meant to evidence insurance coverage for landlords and tenants; secured transactions; and other property, casualty and liability exposures companies and individuals face. They are not policies of insurance. Disclaimers recently added to  more...

Workplace Accident Investigations for the HR Professional ...how to conduct an effective investigation and protect the company's interests. Many written investigative reports are used against the company because they are too conclusory or did not have sufficient information, and should have included certain language for risk management purposes. Learn how a written report may be used against the company in later proceedings. Human resource directors,  more...

Medical Records: Responding to Subpoenas and Investigations ...na. If you're not up to date on medical records law, your company could face serious legal and financial liability risks. Attend this teleconference and gain critical information on confidentiality, disclosure, documentation requirements and HIPAA issues you face every day. You'll learn everything you need to know to deal with the changing legal landscape and avoid putting yourself at risk.  more...

Commercial Lease Escalation Issues BenefitsHow can landlords and tenants protect themselves against rent risks and risks relating to property expenditures in an economy which is as unpredictable as ours? This teleconference will address the details of escalation clauses as they apply to rent, common area maintenance costs and even security deposits. It will address a variety of means whereby both landlords and tenants can try to  more...

IRS Form 5471: Information Return for U.S. Persons With Respect to Certain Foreign Corporations ...reign operations. Whether you are a growing multinational company with subsidiaries all over the globe, or a small, closely-held company that owns a Canadian subsidiary, you will have to file IRS Form 5471 for every foreign corporation that you own. Although an information return, the Form 5471 is the place the IRS starts when auditing U.S. businesses that own foreign corporations. As a result,  more...

Increasing Sales with LinkedIn ...inkedIn tool most effectively to make more money for your company and for you. This teleconference is taught by Lyndle A. Savage Sr., a senior partner and vice president of business development for Integrated Alliances,LLC. It covers specific strategies for the most common selling scenarios - hunting for business, named and targeted accounts, farming, territories, vertical markets, business  more...

Case Study: What Makes Dixon Schwabl One of the "Best Small Companies to Work for in America" ... CEO Lauren Dixon will share her experiences developing a company culture built on flexibility, freedom and respect for employees, inspiring an innovative approach to everyday workplace practices. No matter the size, geography or industry - any company can be a great place to work. Ms. Dixon will share how she implemented a strategic leadership and talent management initiative, expanded her  more...

Best Practices in Commission Pay Plans ...and can have disastrous effects on performance. Help your company avoid sales force turnover, dissatisfied customers, runaway expense and in worst cases, litigation, by understanding the core elements and decisions in commission design, management and optimization. Hewitt's Sales Force Effectiveness Practice leader will introduce a framework to help make large, complex, cross-functional  more...

Internal Controls ...Whether 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 you  more...

Payroll Tax Pitfalls: Preventing IRS Penalties and Personal Liability for Late Payments ...e federal government. People responsible for fulfilling a company's payroll tax obligations often do not realize the substantial penalties that can be imposed by the IRS against the company when payroll taxes are not timely deposited or paid at all. Additionally, in certain situations, officers and employees can be held personally liable for past due payroll taxes. This teleconference will help  more...

Medicare Secondary Payer Act - Protecting Medicare's Interest in Insurance Settlements ...ore of the utmost importance for all attorneys, insurance company personnel and medical billing professionals to fully understand how and when the MSP applies in any given personal injury situation. You will benefit from an overview of all pertinent statutes and regulations, as well as CMS interpretation in its manuals and policies. We'll address individual areas of law separately as to the  more...

Unclaimed Property Compliance: Are you Ready for the Upcoming Reporting Deadline? ...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! Believe it or  more...

Employer's HIPAA Privacy and Security Responsibilities ... Create Obligations for Employers /strong Personal and company confidential data, exceedingly valuable assets, are under siege. Organizations across the country and locally have experienced significant data breaches resulting in unauthorized access to a vast amount of personal and company confidential information. At the same time, technology continues to advance rapidly, permitting larger  more...

Properly Handling Employee Complaints of Discrimination ...gal process relating to claims are critical to enabling a company to limit potential charges and lawsuits asserting discrimination. This teleconference will afford practical guidance in analyzing and responding to charges effectively and lawfully. This teleconference is essential for HR professionals who are implementing discharges and layoffs in the current economy or who are otherwise  more...

Immigration Compliance for the HR Professional: Employment Authorization Issues and Beyond ...l 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 issues and immigration-related discrimination claims will be provided. Special attention will be given to Form I-9 rules, with emphasis on the new Form I-9 regulations. An overview  more...

Independent Contractor Reporting ...sadvantages of independent contractor status for both the company and the worker; and how to handle disputes over independent contractor status when they arise. Getting independent contractor status wrong can be very expensive, whether it involves one or many workers, but thoughtful advance planning can greatly limit those situations. CPAs, accountants, tax professionals, human resource  more...

Taxation Issues Related to Debt Restructuring, Modifications and Bankruptcies BenefitsThe current market climate has created opportunities for investors or debtors themselves to acquire outstanding debt at remarkable discounts. Unfortunately, it also has left many companies struggling and in need to modify their outstanding debt. Many large, well know companies have dissolved or declared bankruptcy. Debt modifications, repurchases and bankruptcy can have a profound tax  more...

Reductions in Force Litigation Update ...the potential areas of challenge; the manner in which the company can respond and, if necessary, defend itself; and special issues regarding electronic discovery, class or collective actions and the unionized workforce. Although the presenter speaks based on a career of representing employers, the lessons to be learned also will be beneficial to attorneys representing individuals, labor  more...

Dealing with Employee Gambling in the Workplace ...n of local, state and federal criminal laws; violation of company policy; and the prospect of employee addiction are just a few of the potential dangers that may arise from gambling in the workplace. This teleconference will help you appreciate the risks and potential rewards of this common workplace activity. From crafting practical responses, to day-to-day issues caused by workplace gambling,  more...

Current Issues in Attributional and Agency Nexus ...e a lack of direct physical presence. Learn how a related company can create nexus and understand the do's and don'ts to reduce nexus risks. The panel will also discuss the latest legislative and case law developments, including the controversial web-based nexus statute in New York and other states. Gain practical tips for planning through safe harbors and de minimis activities. This  more...

Legal Construction Issues in Connection With Office Condominiums ...id problems down the road by protecting yourself and your company - find out exactly what the critical issues are and how to best handle them. You'll gain the practical insight you need to deal with any challenges that come you way, including tips on how to get a corporate loan for an office condominium. Don't wait - register today to make sure you stay on the cutting edge of your field.  more...

Using Green Strategies for Your Business to Increase Your Profits BenefitsEven though times are tough, companies with green products and services are weathering the storm better, and are better positioned for the future. CEO's of many of the largest corporations say sustainability is just as relevant during this economic crisis, if not more so (source: World Business Council on Sustainable Development). Obama's Stimulus Plan is focused on green jobs and  more...

Buying and Selling Partnerships, LLCs and Other Similar Entities BenefitsCorporations and alternative entities have distinctly different frameworks for defining the tax, economic and management rights and obligations of their equity owners. But oftentimes business people and their advisors structure and negotiate purchases and sales of equity interests in alternative entities using concepts from the corporate model. Failing to account for the differences  more...

New Regulations for the Credit Card Industry: Prepare Now and Avoid Penalties ... Some notable changes in the bill are when and how a card company can raise an individual's interest rate, who can receive a solicitation for a credit card, how payments are applied to credit card balances and how much time cardholders are given to pay their bill. Card issuers will have to speed up implementation as certain provisions of the bill will go into effect in 90 days and other  more...

Don't Bet the Company: Understanding and Avoiding Class Actions in Labor and Employment Law! ...or this work, even though it was never authorized and the company may even have a policy against it. Once a plaintiff's lawyer gets hold of the case, the company may have to pay for all that back-pay at an overtime rate, plus attorney's fees. Or, as in one case, the company had unpaid breaks, but no one was required to time out on the clock. Therefore, it looked like these employees were not  more...

Combating Rising Construction Costs ... risks of construction in a way to ensure that his or her company avoids getting stuck with the bill for escalating costs. Some of the most important tools at your disposal come into play before construction begins, and some come into play during construction requiring significant vigilance and the employment of defensive solutions along the way. This teleconference will help you understand  more...

Value Engineering Change Proposals in Government Contracting ...tions for establishing successful VE programs within your company will be discussed. This teleconference is critical for contracting personnel so they can ensure that appropriately submitted VECPs will benefit the contractor, both in terms of increased efficiency, as well as financial gain. Learning Objectives: - You will be able to paraphrase VECP regulations. - You will be able to discuss  more...

How to Write an Effective Credit Policy nThis teleconference will help you establish and adhere to a corporate credit policy. You will receive a template outlining the scope of the credit policy, defining areas that must be addressed to create a comprehensive policy, and delineating the areas of responsibility and accountability required to create a credit department that is effective and responsive to company needs. This will be  more...

Increasing the Effectiveness and Efficiency of Manufacturing Logistics ...o make production flow smoothly and put out the goods the company sells. This is effectiveness. The second priority is to provide this support without wasting human, technical or financial resources. This is efficiency. What most companies do in logistics is pursue efficiency at the expense of effectiveness, curtailing service by delivering parts in crates to assembly lines and delaying  more...

Construction Site Hazard Prevention nSerious injuries, fatalities and citations issued by OSHA tend to involve the same violations over and over again. Penalties can be quite severe and may also result in lost business. Although most companies have detailed safety programs, translation of requirements to field activities may not be consistent. The most difficult aspect of establishing an effective safety plan involves the  more...

Successful Strategies for Controlling Workers' Compensation Costs nMaintaining workers' compensation insurance is a necessary cost of business, but how do you stop the costs from spinning out of control? An 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  more...

Effective Utilization of Employee Waivers ...ployee expectations of privacy in the workplace and limit company liability for employee activities. After employment has ended, particularly in the context of group layoffs, effective and legally compliant waivers are critical in protecting employers from claims. This teleconference will address how to prepare and implement effective waivers in all stages of the employment relationship, with a  more...

Preparing for the International Financial Reporting Standard ... well as the investment of time necessary to transition a company to a new accounting language, IFRS should be an area of focus for most companies. n nAlthough there is time to take a measured approach, companies should keep the proposed timetable in mind as they make their plans. For example, companies subject to the 2014 change date should be prepared to begin capturing IFRS data January 1,  more...

Doing Business in Texas? An Overview of the Texas Margin Tax nFor decades, the Texas Franchise Tax remained virtually unchanged. Once equipped with the knowledge that Texas limited partnerships were not taxable, many companies saw little need to delve further into the details of the tax. Beginning with reports due in 2008 all this has changed with the revised Texas Franchise Tax, known as the Texas Margin Tax by everyone but the Texas Comptroller's Office.  more...

Managing And Disciplining Unsafe Employees - A Cornerstone Of An Effective Safety Program ...imental impact of ignoring unsafe employees can have on a company and the possible civil and criminal liability that can occur. This teleconference will examine the policies and procedures that need to be in place to deal with these issues. Another part of the discussion will be on how effective management and discipline play a critical role in the establishing defenses in OSHA inspections.  more...

Payment Fraud ...the market today, it is only a matter of time before your company becomes a target. As a business owner you need to understand the signs to look for that an order 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  more...

Responding to an EEO Charge nThe most effective way to avoid an EEOC charge is to make sure you have appropriate anti-discriminatory policies in place and that all employees understand those policies. Prevention and awareness are areas employers should focus on when dealing with employee discrimination issues. If the worst case scenario happens, this teleconference will tell you how to protect your company when an EEOC  more...

Effective Exit Interviews nMost employers are always looking for ways to improve employee relations, attract new employees and retain the ones they have. But how do you know what to do to improve if you don't know what employees are looking for or why they are leaving? n nImplemented properly, a good exit interview program can provide an employer with a host of valuable information that can be used to improve its employee  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. ...etter provide these benefits and preserve and protect the company. We will cover the basics of the federal law's rules in easy-to-grasp language and practice applying those rules by examining actual and hypothetical cases. You will have an opportunity to share your concerns and possible resolutions with one another and the presenters, who are professionals experienced in investments, fiduciary  more...

The Do's and Don'ts of Telephone Monitoring ... consent rules may follow suit, it is imperative that any company engaging in telephone monitoring for quality assurance or otherwise, review and update their telephone monitoring practices to avoid serious problems. Some state statutes impose more stringent requirements than federal law and impose significant criminal and civil penalties for noncompliance. This teleconference will help  more...

What the New Ledbetter Pay Act Means for Employers nOn January 29, 2009, President Obama signed into law the Lilly Ledbetter Fair Pay Act of 2009, effectively changing the landscape of the statute of limitations for equal pay discrimination claims. The act greatly expands the amount of time that employees have to bring claims of discriminatory pay practices, which could have a substantial impact on employers. This teleconference will help the  more...

Using Medical Certifications to Minimize Employer Liability: FMLA, ADA and Workers' Comp nSince the Americans with Disabilities Act was passed in 1990, proactive and proper use of medical certifications has proven to be a valuable tool to protect employers from liability under the ADA, the Family and Medical Leave Act of 1994, and state workers' compensation statutes. But the legal landscape for managing employee health issues has had many changes in recent months. Amendments to the  more...

Overcome Your Competition: Stand Out in a Crowded Marketplace ...ith no fruit for their labor. This percentage varies from company to company, but on average the percentage of opportunities pursued and not closed is well over 50 percent! Extensive studies have proven this excessively high percentage is due to lack of qualification and not selling the proper value to the right people. If you are not starting your sales pursuits at the highest levels in the  more...

Restructuring: Changing Your Choice of Business Entity nEach business goes through various stages of its life cycle as it grows. The plans of its owners change, and management succession and exit strategies become more immediate concerns. As a result, initial tax and state law decisions need to be revisited, and when warranted, consideration of changes to a company's tax and legal structure may be advisable or necessary. This teleconference will  more...

Understanding the COBRA Alternative Coverage Rules ...company personnel who are involved with COBRA coverage and what can be done to reduce costs. In lieu of a company's traditional health plan, for COBRA purposes, the company is allowed to offer alternative health coverage although the procedure for doing so is quite complicated. n nDiscussed first is what constitutes the various forms of alternative health coverage, how it applies and in what  more...

Return on Investment for Wellness Programs ...effectively measure the results to ensure success for the company, its employees and ultimately, the bottom line? n nThis teleconference will discuss why a wellness program should be a point of serious consideration for your company's health plan as well as how you can implement an effective wellness initiative that delivers significant bottom line results. We'll discuss the management of  more...