Document Telephone Seminars

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. Should an irreconcilable dispute nevertheless arise, thorough project documentation facilitates  more...

NEPA: Understanding the Basics ...l advice for preparing useful and legally sufficient NEPA documents. This program is critical for federal agency staff, consultants working for federal agencies and others interested in the NEPA process. Learning Objectives: - You will be able to explain NEPA's legal and political framework. - You will be able to identify when there has been a failure to properly document and the misuse of  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 live audio conference will place documentation of patient care in its rightful place, summarize its multiple purposes, describe appropriate  more...

Document Retention: Compliance and Protectionism ...This live audio conference will cover the importance of a document retention policy starting with the identification of what exists and what should be captured to the different rationales for implementing a retention policy - regulatory compliance to evidence in litigation. There are numerous challenges to an effective policy, which if acknowledged can be worked through. Living with the  more...

Key Elements and Legal Lessons Surrounding Donor Intent ...his live audio conference will help you understand how to document such intent in a manner that maximizes the donor's ability to ensure that his or her wishes are followed. It also will help charitable organizations understand when they may modify restrictions imposed by a donor on a gift and what processes they must follow to seek such modifications. This live audio conference is designed for  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...

Electronic Control Weapon and Legal Liability ...st practices' responses, uses of ECWs and how to properly document proficiency, forensic investigations and techniques for writing reports and providing testimony. Hear about a model use of force - ECW policy that will protect your officers, your agency and your citizens, and learn how a comprehensive policy and training system will significantly mitigate risk exposure associated with the use  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 live audio conference will help you navigate the complex universe of document  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 live audio conference will provide you with information on the key concepts and issues surrounding  more...

AIA Document D503(TM) - 2011: Guide for Sustainable Projects ...f 2011, the American Institute of Architects released AIA Document D503 -2011, Guide for Sustainable Projects, in order to assist owners, architects, contractors and other project participants in understanding the various issues associated with sustainable projects and to provide a framework for moving those projects forward. This live audio conference will help design and construction industry  more...

Documentation and Proof of Construction Delay ...n construction. Consequently, being able to determine and document delay is a crucial skill. This live audio conference 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 critical path, the importance of the contemporaneous documentation and the pitfalls associated  more...

Finance Skills for Procurement Professionals ... for Procurement Professionals. This is a great reference document that provides 'Finance 101' information. This audio conference is recommended to buyers, procurement managers and supply chain executives. This is a great way to brush up on your skills if you are senior procurement professional. New procurement professionals will gain a better understanding of the financial skills needed for  more...

Current Issues in Billboard Leases ...al effort. With all these conflicting points of view, the documents that govern billboards by their nature can be a complex, unique form of real estate transaction. Knowledge of the varying forms of documents, issues that arise, and disparate positions with regard to billboards, are invaluable to counsel who handle these matters. The request to handle such a document is always viewed by 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 and make that planning audit proof. In this audio conference, 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. This audio conference is designed for accountants, tax managers,  more...

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. 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 business  more...

Current Issues in Legal Holds: Are You Prepared? ...sIf there ever was a honeymoon on preserving discoverable documents and data for litigation ... it's over now. The stakes are higher than ever, and so are courts' expectations for parties and their lawyers. Organizations simply must have in place a compliant legal hold process that effectively preserves discoverable documents and data. This audio conference will help you understand the  more...

Electronic Data, Discovery and Document Storage BenefitsDo you find yourself dreading your next e-discovery matter? Would you like to develop a road map that will guide you through the maze of collecting, processing, reviewing and producing electronic data? This audio conference will help you to develop a well-crafted discovery plan, intelligently set a budget, identify the sources of electronic documents, use best practices for data  more...

Creating a Payroll Manual: Putting Your Procedures Into Writing ...all areas of accounting within a company should have well documented policies and procedures. These are an integral part of every function and that includes payroll. During this audio conference, we will discuss the steps you can take to ensure your procedures are well documented, clear and concise. During the program, we will discuss how to document your procedures, starting with the basics  more...

State of the Estate Tax: Where We Stand Today and What Practitioners Can Do ...best serve their clients through the uncertainty. How can document drafting be changed to deal with the uncertainty? Even if the estate tax is retroactively reinstated, it may take years to resolve issues that remain. What can be done with documents you are preparing now for clients to better protect them and address this uncertainty? How can investment and wealth managers better administer  more...

Code Section 409A ...IRS is giving employers one last chance to fix their plan documents and compensation agreements for Code Section 409A. However, the IRS has also announced some new interpretations of Section 409A provisions that will require most employers to make changes to their plans and agreements. Employers that make these changes before January 1, 2011, can avoid IRS penalties, in most cases. In 2010, the  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...

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...

Well Agreements: Legal Issues and Contract Solutions ...s important for the well users to understand and properly document such matters, as well as ownership, responsibility for maintenance, repair and operation, costs sharing, limitations on use of water from the well and access. This teleconference will address these and other points that should be included in well sharing agreements. In addition, the teleconference will also explain and provide  more...

Best Practices in Technical Writing and User-Centered Documentation ...ad news is that most technical writers don't have time to document everything; the good news is that most users don't have time to read everything. This teleconference puts these two facts together and shows how to focus on documenting only the things that real users need to know. You will learn how to make the most of the limited time you can devote to documentation while making that  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...

AIA Document A401 ...en given less strategic consideration than prime contract documents. Whereas the prime contract may be analyzed and negotiated for an extended period, the subcontract may be pulled from an older project and put in place with a simple name change and scope of work change. Failure to consider the subcontract strategically may prove disastrous. Subcontractor disputes are common, and without  more...

Construction Release Due Diligence ...payment, or a change order, or waiver of subrogation. The document you sign without recognizing how it may impact your right to make a claim. In these recessionary times, money is tight and cash is king. Claims are at a premium. Pressure to make the schedule trumps claims administration. 'Do the work and we'll sort it out later' is the mantra of the modern construction project. And, it causes  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...

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...

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...

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...

Measurement, Management, Reduction: Tools for Tracking Waste in Construction Projects ...o understand the environmental impacts of their business. Documentation of construction waste recycling and waste avoidance measures is now required on many new construction jobs. This teleconference will discuss the business case for managing and reducing waste from construction projects. You will learn how to document your waste stream and how to leverage transparency in managing waste to  more...

Preliminary Project Description Fundamentals ...ering, designers and specifiers find PPDs a great tool to document the project during the schematic design phase of a project, especially for improving communication with cost estimators who already use UniFormat to model costs on nearly every project. This teleconference will highlight the major updates from earlier PPD versions, show you how to develop a master PPD for your own firm, even how  more...

Creating a Powerful Capability Statement: Required Tool for Government Contracting Success ...rnment agencies and have found that all of these standard documents are ineffective because government agencies are now requiring a specific document called a Capability Statement. Some creative business people have used PowerPoint, CDs, mini-CDs, flash drives and DVDs to tell their story which are even bigger mistakes in this demanding market. A Capability Statement is critical document  more...

Understanding the Complexities of Form 5472 ...preparation of the Form 5472 will offer an 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 5472. The enforcement policies of the IRS with respect to failure to file Form 5472 will also be addressed. Accountants, tax managers, CPAs, presidents, vice presidents, CFOs,  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...

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...