Creating Telephone Seminars - Training Resources

Understanding the Apportionment Rules for Service-Based Businesses ...tries. These new rules, however, lack clear guidance thus creating uncertainty for taxpayers. This teleconference will provide a comprehensive look at particular apportionment issues facing service-based business in order to arm you with the information necessary to structure your operations to take advantage of the opportunities and to avoid the traps. Accountants, CPAs, controllers, CFOs,  more...

Structuring and Drafting Conservation Easements ...Creating a conservation easement can be complicated and the failure to consider the effects of possible pitfalls can be devastating. This teleconference will provide you with the legalities of creating a conservation easement and establish what the priorities are when it comes to structuring and drafting them. You will gain an appreciation for the complexities of crafting a form of conservation  more...

Techniques to Prepare for Difficult Employee Discussions ...rontational nature, not to mention 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  more...

Creating and Using a Salary Increase Matrix BenefitsThis teleconference 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  more...

Fundamentals of Writing RFPs ...red results. Learn 10 writing tips that will guide you in creating an effective RFP. Learn how to format your RFP to lead vendors toward answering your organization's need in a format that makes it easy to objectively evaluate the proposed solutions. If you want good proposals from responding vendors, you need to write good RFPs. Learn how by attending this teleconference. Purchasing managers,  more...

Telephone Collections: Do's and Don'ts - Surviving the Jungle ...d ethical manner. Techniques for managing the process and creating the proper collection culture within all business settings will be reviewed. A cursory overview of the most pertinent regulations will afford you the opportunity to check your approaches and policies for risk management purposes. This teleconference will additionally allow you to pose questions about your most pressing  more...

Float Ownership Issues in Construction Project Management ... measure of schedule flexibility. It can be used to avoid creating disputes about delays or misused to exacerbate them. We will discuss the relationships between schedules, float and delays, and examine techniques which may be used to manipulate them and to minimize manipulation. This teleconference will also review the effect of contract provisions and the development of case law related to  more...

Case Study: What Makes Dixon Schwabl One of the "Best Small Companies to Work for in America" ...changing industries in today's economy. She believes that creating a great place to work elevates not only employees and clients, but also the entire community with a positive ripple effect. With double-digit growth and national recognition for her firm, Ms. Dixon will discuss how she continues to look for the 'WOW' in every part of her business. Human resource managers, benefits  more...

Statutory Research and Legislative History for Paralegals BenefitsWhenever a case or issue is covered by statutory authority, there may be questions as to what the language of the statute means and how it can be applied to a given situation. Attorneys often need to research 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  more...

Funding Trusts in Estate Planning ...common for clients who go through the time and expense of creating a revocable trust to not properly fund the trust. Failing to fund a revocable trust will often defeat the very purpose for creating such a trust, i.e., avoiding probate and the public disclosure of assets. This teleconference will provide an overview of the mechanics of contributing property to revocable trusts, and the timing  more...

Not in My Backyard (NIMBY): Overcoming Development Resistance ...cts and discuss how to deal with these challenges without creating new community problems. Finally, the teleconference will spell out the specific steps necessary to turn out the troops at city hall and get citizens to stand up and say, 'I want this project in my backyard!' Learning Objectives - You will be able to describe causes of NIMBY opposition. - You will be able to explain how to build  more...

Excel Formulas and Functions De-Mystified: Manage Your Excel Worksheets With Power and Confidence as You Master Formulas and Fun ... give you a ton of valuable tools to make you a master at creating formulas, auditing worksheet formulas, mastering the way to understanding many of those 300+ functions, and some real insight and depth into highlighted functions, such as IF, VLOOKUP, COUNTIF (and its related functions), ROUND (and its companions), powerful array formulas and the potent (but overlooked) text functions. This  more...

Automated Meter Reading and Advanced Metering Infrastructure: A Guide for Municipal Water and Energy Utilities ...tegrating systems, including negotiating solid contracts, creating robust project controls, and managing and effectively using all the information provided by the system will be discussed. Finally, it will present real-world examples, highlighting successes and how to avoid pitfalls. Learning Objectives - You will be able to summarize emerging technologies and applications. - You will be able  more...

Creating a Payroll Manual: Putting Your Procedures into Writing BenefitsPayroll has always been complicated due to compliance issues but with addition of technology, payroll processes have become more involved. This has put payroll professionals in a position to get stuck in the 'get the payroll out' 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  more...

Writing an Employee Handbook nAre you overwhelmed with the task of revising your existing employee handbook or of preparing a new employee handbook? Are you unclear about what types of employment policies are required by federal law? Stop worrying and attend this teleconference. You will learn which policies are required by law and what employment laws apply to employee handbooks. Take the first step to creating your employee  more...

Creating Investment Policies For Your Nonprofit: Risk Tolerance, Reserve Funds and Portfolio Management Capacity ...ake 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 rates, communications with your board committee and other stakeholders, the treatment of unrestricted and restricted funds, endowment fund accounting and performance measures. n nYou will be guided through the  more...

Getting to the Root of Root Cause Analysis ...o come up with? How can we prevent those root causes from creating problems in the first place? n nThis teleconference starts out with an overview of root cause analysis and then drills down to approaches to and elements of root cause, before exploring a laundry list of subjective and analytical tools from the root cause analysis tool box and a few real-world examples. n nBy the end of the  more...

Internet Techniques for Locating Lost Relatives ...located; determining 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  more...