Create Telephone Seminars - Training Resources

Understanding the Apportionment Rules for Service-Based Businesses ...s - with careful planning - for state tax minimization or create traps - without such planning - that lead to multiple taxation. Service-based businesses face particular difficulties in identifying and analyzing the rules applicable to their operations for two reasons. First, state apportionment rules were written several decades ago at a time when our economy was dominated by the manufacturing  more...

Discover the Secrets of Microsoft(R) Excel Pivot Tables ...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 that important meeting or need more detailed analysis for a printed report, a pivot table will meet your needs. This feature also lets you create  more...

The New World of EEO: What Is Coming ...sitive and proactive solutions to the circumstances which create claims and liability. Learn first-hand how to manage these claims, negotiate and settle them and be in a defensible position should a claim be made. Failing to implement these strategies will continue to result in an increase in claims and the potential for significant adverse rulings against employers. This teleconference is  more...

Infill Development Fundamentals ...ver the past decade, a variety of forces have operated to create a trend toward more infill development and less development of greenfields or agricultural land. But infill development poses a unique set of challenges compared to more traditional development on vacant land. This teleconference will summarize the principal differences between infill development and greenfield development,  more...

Battle of the Forms: Back to the Basics and Recent Developments ...erms and conditions exchanged between contracting parties create recurring and vexing problems. The parties are often left with significant uncertainty regarding the terms of their contract, which presents significant commercial and legal challenges as they seek to ensure performance and enforce their rights and remedies. The battle of the forms presents complex challenges for everyone  more...

Economic Nexus Standards in State Taxation ...al notions of nexus by relying on economic connections to create nexus. Is merely having customers in a state or generating income from a state enough to create tax obligations? This teleconference will explore the concept of 'economic nexus' and update recent judicial and legislative developments. Understand emerging trends in this area and why merely having customers in Ohio and Michigan  more...

Utilizing Graphs and Charts in Microsoft Excel ...reports. This teleconference will show you quick ways to create charts; explore which chart types work best for different data; and give you tips on when and how to add gridlines, change background colors, adjust scaling, insert titles, re-configure 3-D charts, insert clip art images and add trendlines. You can add both functionality and eye-appeal to your charts with simple formatting  more...

How to Succeed at Selling to Difficult Customers BenefitsCustomers today are more demanding than ever. Some will bully you to get price concessions. Others will put off decisions until you cave in. A few will even embellish the truth. Many won't think twice to take their business elsewhere if you can't acquiesce to their demands. Learn how to pro-actively manage your most difficult customer relationships and turn them into thriving and  more...

AIA Contracts: The Owner-General Contractor Agreement ...of forms and, more recently, some have banded together to create more of a consensus-based set of forms, the AIA forms remain the most widely used and accepted in the industry. Some owners and developers use the AIA forms without any changes and many others have developed their own standard set of revisions to the forms. However they are used, an understanding of the AIA forms and how they  more...

Statement of Work (SOW) Contract Fundamentals BenefitsA good statement of work is the only thing between you and failure, whether it be a project, a contract, a grant application or a proposal. Success is in the details of the statement of work. Without it, you can't compete or communicate. Those who have managed contracted work know that poorly written statements of work can lead to communication breakdowns, misunderstandings, disputes,  more...

Employee Wages: Administration of Caps, Freezes, Reductions and Furloughs BenefitsEmployers continue to search for ways to control payroll costs in response to economic uncertainty. Layoffs and force reductions have pared many workforces to the bone, but the pressure to manage costs is relentless. Adjustments to compensation and to working time can be viable alternatives to job cuts, but they are not without legal risk. This teleconference will address the legal and  more...

Family Limited Partnerships in Estate Planning ...ecent scrutiny and attack by the IRS. Failure to properly create or maintain these entities can result in significant tax losses. Failure to consider the use of these entities can result in significant lost tax savings and other nontax benefits. This teleconference is critical to ensure your continued use of family limited partnerships and family limited liability companies meets new tax and  more...

Current Issues in Digital Billboards and Sign Regulations ... Highway Administration in controlling digital signs that create distractions to drivers and degrade aesthetics? What tricks are used by the billboard industry to secure permits from local officials to build or operate unlawful digital signs? How can local governments take steps now to protect themselves from being the targets of the sign code shakedown scheme? A bad decision for one  more...

Best Practices in Commission Pay Plans ...e. The design and deployment of a new commission plan can create a 5-10 percent uplift in revenue in a single year. However, mistakes in commission plan design are quite common 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  more...

Avoiding Costly Mistakes In Harassment Policies and Investigations ...roblem for employers. Courts and legislatures continue to create new obligations for employers and continue to increase the potential for liability for employers. Many employers continue to have policies and procedures for harassment that are outdated or that actually create potential liability. This teleconference will help you understand the common errors in drafting policies that create  more...

Advanced Microsoft Excel Formulas and Functions: Master Your Usage of Excel's More Powerful Formulas and Functions ...uick formula copying methods, creative use of the Ctrl to create formulas/Function in multiple locations simultaneously and a host of others. Specific functions that will be covered include MATCH, INDEX, CONVERT, TRANSPOSE, FREQUENCY, DATEDIF, INDIRECT, LEN, MOD, TREND, GROWTH, REPLACE, SUBSTITUTE, and extended uses of the IF and VLOOKUP functions MICROSOFT is a registered trademark of  more...

Managing Employee Absenteeism and Tardiness ...corporated into your leave policies and some of those can create restrictions on how to administer your leave policies. There are also some restrictions on disciplining employees when they appear to abuse policies. This teleconference will help companies to sort out the do's and don'ts for developing and managing an effective policy. The teleconference will also focus on how to manage the land  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...

Developing, Managing and Analyzing a Budget: Understand and Implement an Effective Budget for Better Management and Financial De ...udgets and processes that have worked for others, one can create an environment and procedure that is a tool for attainment of organizational goals. A suitable budget will, indeed, help define and shape those goals, as well as evaluate the likelihood of achievement. Accountants, tax managers, CFOs, controllers, enrolled agents, business managers and owners, presidents, vice presidents, CEOs,  more...

Statutory Research and Legislative History for Paralegals ...arch the legislative history of the applicable statute to create a viable argument as to what was the intention of the legislative body that passed a particular law. Courts have different approaches to using these unique secondary materials in conjunction with standard rules of statutory construction. This teleconference will explore the methods to research statutes and codes, explain the  more...

Protecting Attorney Work Product in Communications With Testifying and Consulting Experts ...s that are later revealed through discovery. Experts also create materials or communicate in a way that is subject to disclosure. These communications and materials can undercut the authority of the expert, embarrass the lawyer or worse. Alternatively, these communications can provide a treasure of cross-examination materials. This teleconference will review the current state of the law on  more...

Dealing with Employee Gambling in the Workplace .... The NCAA or Super Bowl office pool can increase morale, create camaraderie among co-workers and generally be a fun and exciting event, especially with the prospect for a lucky employee of a substantial monetary payout. Workplace gambling, however, also has a dark side. Lost productivity; potential violation of local, state and federal criminal laws; violation of company policy; and the  more...

Excel Formulas and Functions De-Mystified: Manage Your Excel Worksheets With Power and Confidence as You Master Formulas and Fun ...create and understand how to use formulas and functions. For some Excel users, it is the centerpiece of what they do on daily basis. Many Excel formulas involve simple mathematical constructions using addition, subtraction, multiplication and division, but sometimes you need more complex formulas to reach an answer. Excel has more than 300 built-in functions that simplify what could be more  more...

Current Issues in Attributional and Agency Nexus ...on third-party and affiliated relationships as a means to create nexus. This teleconference will explore the concept of third-party nexus - often called agency nexus or attributional nexus - and will explain some of the traps and pitfalls that can subject a business to state tax obligations despite a lack of direct physical presence. Learn how a related company can create nexus and understand  more...

Legal Construction Issues in Connection With Office Condominiums ...of your field. Learning Objectives - You will be able to create a budget and assessment process. - You will be able to explain how to get a corporate loan for a condominium. - You will be able to recognize key ownership considerations. - You will be able to discuss governing procedures. Presidents, vice presidents, real estate professionals, owners, property managers, project managers,  more...

Creating a Payroll Manual: Putting Your Procedures into Writing ...' each week rut. This teleconference is going to help you create and write complete process documentation that would allow any associate in your department be able to do all processes if necessary. During this teleconference we will also review ways to identify process improvement while documenting your processes. Human resource managers, payroll professionals, benefits professionals,  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...

Pervious Pavement Alternatives nPorous pavements are becoming one of the most important tools for meeting nonpoint source pollution goals, building low-impact developments and rehabilitating cities in a sustainable manner. However designers, developers and municipal officials are reluctant to use porous pavements until numerous questions about their practicality and feasibility are answered. This teleconference conveys the  more...

Why Is This Guy Still on My Health Plan? ...ea many employers overlook but which has the potential to create significant exposure - that is, failing to coordinate a company's leave policies with the eligibility and termination provisions of its benefit plans. This results many times in inactive employees (inactive usually because of a disability or other leave of absence) lingering on employer's health and other benefit plans (dental,  more...

Key Components of an Effective Mentor Program ... that one of the most popular and powerful initiatives to create positive youth development is mentoring. New research reports a reduction in depression among youth who are mentored as well as improvements in self esteem, social skills, peer and family relationships, academic performance and school attendance. n nThis teleconference will provide you with all the necessary tools to establish or  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...

Begin With the Brain: Three Things Educators Need to Know! ...cific practical strategies to help reduce student stress, create systems and procedures for effective classroom management, encourage discovery play and orchestrate opportunities for active processing. Discover how to create a brain and body compatible environment that will bring the JOY of learning into the classroom! n nLearning Objectives n- You will be able to review how perceived threat,  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...

Return on Investment for Wellness Programs ...g force behind lowering health plan costs. But how do you create it, implement it and 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  more...

Reduce Downtime and Enable Lean With Total Productive Maintenance ...create chaos and reduce effective capacity in most companies. They are often a significant roadblock to lean manufacturing. Total productive maintenance is the proven approach for minimizing surprise breakdowns and increasing the utilization of plant and equipment. It is a major component of lean manufacturing and the Toyota Production System. n nThis teleconference will introduce you to the  more...

From Contact to Contract: The Ladder Approach to Managing a Sale nMost salespeople follow a chaos theory of managing a sale - whatever happens, happens. Consequently, after leaving an initial meeting with a prospect they wonder how, when and why they should reconnect with the prospect. Not only does this lead to lost opportunities, even with prospects who do become clients the process is difficult, fraught with worry and uncertainty, and wastes a great deal of  more...

Effective Contract Negotiations: The Fusion of Law, Relationships and Project Expectations ...create a relationship and lead to a written agreement that defines expectations. Purchasing law and other aspects of the legal environment affect the negotiation and the eventual performance of the contract. Effective contract negotiation integrates the legal requirements, clarifies expectations on both sides and fosters constructive relationships. This teleconference introduces an  more...