Document Telephone Seminars - Training Resources

Drafting Document Retention Policies ...uestion in today's world that a thoughtful, well-designed document retention policy is a must for every corporation. Yet many have failed to take this important step to protect their companies. And many more have failed to effectively implement their document retention policies after they have been adopted. The cost of these shortcomings is significant. A corporation may lose significant  more...

Keys to Understanding and Writing Purchasing Contracts ...conference is an introductory course in understanding and documenting the purchasing process in a business environment. It will provide you with an understanding of how to negotiate and document agreements between business entities for goods and services - and the problems that develop when the purchasing contract fails to adequately address critical terms. It will also cover current trends and  more...

Document Retention and Destruction Policies for Financial Institutions ...efitsFinancial institutions too often rely on recommended document retention guidelines without understanding the risks of inconsistent or antiquated practices. While Sarbanes-Oxley has clarified the responsibilities of certain financial institutions, Sarbanes-Oxley is only a portion of the document universe. This teleconference will help you navigate the complex universe of document retention  more...

Best Practices in Nursing Documentation: Writing Effective and Legal Proof Notes ... that has not yet fully come to fruition. The information documented about a patient will live on and be seen by a multitude of individuals. It has become even more important to document accurately, succinctly, intelligibly and professionally. This teleconference will place documentation of patient care in its rightful place, summarize its multiple purposes, describe appropriate documentation,  more...

The Art and Science of Ethically Firing a Client ...dgment in a contingent fee representation? How should you document your withdrawal? This informative 90-minute teleconference will cover the full range of issues and identify best practices and potential checklists for considerations. It is something no lawyer can afford to miss, whether you are facing a difficult client relationship now or simply want to have the information on hand in case  more...

Zoning Variances: Nonconforming Uses and Structures ...elopment and land use regulations, how to review evidence documenting nonconforming development and uses, and how to determine whether a nonconforming development or use has been terminated, abandoned or modified. Learning Objectives - You will be able to report and document a nonconforming use. - You will be able to differentiate between a nonconforming use, unlawful use or vested right. -  more...

Documentation and Proof of Construction Delay ...n construction. Consequently, being able to determine and document delay is a crucial skill for owners, contractors, subcontractors, design consultants, project managers and their legal team. This teleconference will focus on the key terms, important contract provisions and the most successful approaches to the determination of delay. It will include a discussion of the importance of the  more...

IRS Form 5471: Information Return for U.S. Persons With Respect to Certain Foreign Corporations ...reparation of the Form 5471 will offer the opportunity to document your planning as well as make that planning audit proof. In this teleconference, you will learn the law behind and the mechanics of how to prepare a Form 5471. New enforcement policies of the IRS with respect to failure to file Forms 5471 will also be addressed. Accountants, tax managers, accounts payable professionals,  more...

Drafting Settlement Agreements in Personal Injury Cases: A Primer BenefitsPersonal injury cases can present unique challenges when drafting settlement agreements. Personal injury cases often involve multiple parties, special ethical considerations, the necessity of court approval and the participation of known (or unknown) nonparties who may hold liens or other claims on the impending settlement payment. It is important that the lawyer drafting a settlement  more...

Understanding Your Summary Plan Descriptions ...mary plan description. The SPD is an important disclosure document that describes, in understandable terms, the rights, benefits and responsibilities of participants and beneficiaries in ERISA covered health and welfare benefit plans. The SPD must include important information regarding the plan, such as information on how the plan works, eligibility requirements, what benefits the plan  more...

Document Retention and Destruction: What Human Resource Professionals Must Know ...documentation of employees is one of the most difficult and tedious tasks that human resources professionals need to perform for their organizations. Knowing the proper procedures to follow to document employees in the workplace is a key skill needed by most human resources professionals. This teleconference will provide you with information on the key concepts and issues surrounding proper  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...

Construction Documentation: Preparing Effective Job Records ...rm 'papering the file' is often associated with increased documentation efforts in preparation for litigation after a job has gone bad, it shouldn't be. Effective communication and accurate recordation of those communications can keep the parties - and the project - on course and out of litigation. And should an irreconcilable dispute nevertheless arise, thorough project documentation  more...

Lawful Hiring ...aws and will give practical guidance on how to design and document selection and hiring procedures to reduce the risk of government investigations and litigation. Learn how to avoid pitfalls when running ads and asking interview questions, and what to include and review regarding applications, including how to handle criminal convictions. Learn about the use of background checks and the  more...

Private Foundation Grant Agreements: Basics and Beyond ... private foundations the grant agreement is merely a form document that has been given little thought - if it exists at all. This teleconference will cover some of the basics of the private foundation grant agreement and then move beyond the basics into some more advanced tax issues, such as grants to supporting organizations, scholarships and foreign grants. Accountants, executive directors,  more...

Metadata Scrubbing and Mining - Legal, Ethical and Practical Implications ...document each of us creates and edits. Every computer application and platform we use also generates metadata. The consequences of human error are greatly magnified in the 21st century by the prevalence of electronic communication and the ability of anyone with a web browser to download - for only $0.08 per page - a copy of any document electronically filed in federal court. All attorneys and  more...

Enabling Loan Processes with Paperless Files ...erwriting and risk mitigation; and access demands on loan documentation are greater than ever. This teleconference will help you understand the benefits and potential pitfalls of paperless loan files, the considerations that must be made in choosing and implementing paperless systems, and the ways to maintain the highest document quality standards. You will gain a broad introduction to the  more...

AIA Document A312 Payment Bond Forms nMany owners require contractors to obtain payment and performance bonds using the American Institute of Architect's A312 bond forms, but those bond forms require contractors, owners and sureties to contend with a number of challenges - the most recent of which is the surety industry's refusal to issue such bonds without modification because of the so-called 45-Day Rule. This teleconference is  more...

Tax Law Research Best Practices ...ex 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 to changes in the code. Courts and administrative panels  more...

A Practical Guide for Using Litigation Technology During Discovery and at Trial nThe use of technology during discovery and at trial is now a requirement for the modern practice of law. Using and managing these complex systems in a cost effective and advantageous manner is a major challenge. This teleconference is intended to provide you with a practical guide to successfully use electronic discovery and trial presentation software; manage large document productions and  more...

Preparing for and Properly Reacting To Legal and Illegal Drug and Alcohol Use in the Workplace nDrug and alcohol abuse continues to have a huge impact on employee productivity and safety. At the same time, recognizing drug and alcohol abuse is outside the expertise of most managers and human resource personnel, while dealing with the problem improperly can lead to significant liability under federal and law, including the Americans With Disabilities Act and employee privacy laws. This  more...

Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client ... plan or prepare an update for a new client with existing documents. This part will focus on when and why clients need to review and revisit their estate plans and how to spot those issues for existing and potential clients. The second part will highlight various drafting techniques that will allow a will and trust to maintain maximum effectiveness in the future. We'll focus on how to best  more...

Common NEPA Mistakes and How to Avoid Them ...l advice for preparing useful and legally sufficient NEPA documents. This teleconference is critical for federal agency staff, consultants working for federal agencies and others interested in the NEPA process. n nLearning Objectives n- You will be able to translate NEPA's legal and political framework. n- You will be able to identify failure to properly document and misuse of exclusions. n-  more...

Liability Issues for Design Professionals ... as standard of care, indemnity, and ownership and use of documents to the more recent issues such as electronic media, building information modeling and limitation of liability. The effect on the design profession of these issues is even more complex now because of the release of the 2007 AIA documents. Register for this teleconference and get detailed information on AIA documents' effect on  more...

Effective Job Cost Reports in Construction Project Management ...rt. Properly designed and used, the JCR can be a powerful document that provides an up-to-date snapshot of the project status that also highlights potential problems before they seriously impact a project's success. This 90 minute teleconference will address the entire life cycle of the JCR, including the proper creation, implementation, maintenance and use of a JCR. You'll learn the nuts and  more...

Effective Program Evaluation for Nonprofits nThe importance of evaluating your nonprofit cannot be underestimated! The data you collect and analyze will let you know the extent to which you have met your goals and objectives, how your clients feel about your organization and its services, whether you are using quality processes, what you can celebrate and how you can improve! Effective evaluations can also tell you about the program design  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast ...tion contracting process encounter standard form contract documents. Two of the principal sources of such standard form construction contract documents have both recently issued the 2007 editions of their respective families of contract forms. The long established family of documents published by the American Institute of Architects has been substantially revised. The new family on the block,  more...