Executives Telephone Seminars

UCC Article 9 Update BenefitsThe revisions to Article 9, which generally became effective in 2001, substantially changed the law. Now, with years of experience, the case law is developing, and practitioners are beginning to identify issues not contemplated by the original drafting committee. As a result, a Joint Review Committee was formed and has recommended changes to Article 9 that are expected to be approved this  more...

How to Use Facebook as an Effective Sales Tool BenefitsCold calling is becoming less and less effective. It has become harder than ever to reach potential customers using traditional means of communication. Phone calls are guarded by caller ID, voice mail and gatekeepers that are reluctant to allow sales related calls through to buyers and emails quickly find their way to a trash folder. With over 800 million active users Facebook is quickly  more...

How to Use Facebook as an Effective Sales Tool BenefitsCold calling is becoming less and less effective. It has become harder than ever to reach potential customers using traditional means of communication. Phone calls are guarded by caller ID, voice mail and gatekeepers that are reluctant to allow sales related calls through to buyers and emails quickly find their way to a trash folder. With over 800 million active users Facebook is quickly  more...

Tax Implications for Foreign Operations BenefitsForeign operations can present a significant opportunity for a company, but can also raise a number of legal and tax issues. Proper planning in establishing foreign operations, and an understanding of the ongoing disclosure and other requirements they entail is essential to avoiding difficulties down the road. This live audio conference will provide participants an overview of the issues  more...

Tax Implications for Foreign Operations BenefitsForeign operations can present a significant opportunity for a company, but can also raise a number of legal and tax issues. Proper planning in establishing foreign operations, and an understanding of the ongoing disclosure and other requirements they entail is essential to avoiding difficulties down the road. This live audio conference will provide participants an overview of the issues  more...

Building Effective Sales Relationships BenefitsWhat makes for a good sales relationship? Is it just making 'the sale'? Is there more? As a sales person there are usually four steps in the relationship and each of these stages gives the seller deeper insight into the mind of the buyer. It is vital that in today's highly competitive world of sales, that the representative be prepared with as much ammunition as possible. This is not to  more...

Key Aspects of Mezzanine Financing BenefitsMezzanine loans will play an increasingly important role in meeting the financing needs of companies in the coming years. With the tightening of leverage multiples for senior debt, a growing number of companies and equity sponsors are turning to mezzanine debt as a solution to their capitalization requirements. This live audio conference will provide you with an in-depth understanding of  more...

How to Sell to the U.S. Government BenefitsMany business people want to sell their services and products to the federal government but find the process confusing and filled with dead ends and frustration. Competitors are winning contracts but it can seem impossible to get through to decision makers, or valuable time and resources are wasted responding to bids that fail. This live audio conference demystifies the federal contracting  more...

How to Avoid Death by PowerPoint ...executives, managers, and rank and file employees sit through bullet-riddled presentations that are boring, uninspiring and worse, don't get the message across. Attend this live audio conference and learn how to use several techniques that will engage and excite your audience without using bullet point after bullet point. You will learn how visual metaphors, targeted animation techniques and  more...

Hot Topics in Native American Financing 2011 BenefitsHear the latest legal news and developments on the following topics: 1) principal practice guidelines to ensure your financing documents are enforceable and compliant with federal law, including the Indian Gaming Regulatory Act; 2) the National Indian Gaming Commission 'declination letter' review process - how long does it take, what to include in your submission, and what does receiving a  more...

Securitized Loan Fundamentals BenefitsReal estate loans that a loan originator intends to securitize are documented with the underwriting requirements of CMBS underwriters, rating agencies and buyers in mind. Consequently, their structure, documentation, closing and administrative requirements are less subject to negotiation than other types of real estate loan products. This live audio conference will help you understand  more...

Cold Calling Tips and Scripts BenefitsIn today's very difficult world of selling, there is only one thing to do to make more sales. SEE more people. Steve Schiffman has been teaching sales people the techniques of setting face-to-face appointments for the past 35 years. Perhaps there has been no more difficult time in selling now, when no one is buying. The economy has changed the rules, and sales people who never before had  more...

Finance Skills for Procurement Professionals BenefitsThis live audio conference focuses on the core financial skills that every procurement professional must have to assist with everyday decision making. We will focus on core finance concepts for procurement, the request for proposal (RFP) process, reading financial statements, understanding ratios and the impact of financial risk. As an added benefit, you will receive the Finance Toolkit  more...

Holding Effective Sales Meetings BenefitsMost sales managers are at a loss as to how to hold a great sales meeting. Many think that it is a session of complaints and not really that productive. This live audio conference will give you the knowledge and skills to help you run the MOST EFFECTIVE sales meeting ever. It takes away the secret tricks-there aren't any, and applies logic to the process. This live audio conference is  more...

Bankruptcy Section 363: Purchasing Distressed Assets BenefitsCurrent and expected future economic conditions portend an increase in the sale of distressed assets out of bankruptcy due to the increase in financially distressed and overleveraged companies. Lower valuations for both public and private companies, the limited access to growth capital for potential sellers and the build up over the last couple of years of 'dry powder' at investment funds  more...

How to Use LinkedIn as the Best Sales Tool Ever Invented BenefitsLinkedIn is the world's best business networking platform with more than 70,000,000 users. Many salespeople are looking for ways to increase their prospecting and sales effectiveness by using social networking tools. In a more competitive and fast-paced sales environment, it's becoming harder to connect with quality prospects and sales opportunities. LinkedIn is a tremendous business  more...

Understanding UCC Article 9 Foreclosures BenefitsCurrent market conditions pose an alarming rate of defaults on commercial loans not seen in years. With defaults commonplace and secured creditors facing challenges in protecting their interests, foreclosing on assets under UCC Article 9 may be the right option. If appropriate, a public auction, private sale or friendly foreclosure under Article 9 may provide a quick and relatively  more...

Due Diligence Considerations for Participation Loans BenefitsAn increasing number of commercial loans are syndicated or participated, and an increasing number of lenders sell interests in loans they originate or acquire interests in loans originated by other lenders. This audio conference will explore loan assignment and participation transactions from the perspective of the originating lender and the assignee or participant. You will learn about  more...

Partnerships and Section 704(c) BenefitsMany tax professionals and investors in partnerships, LLCs and other entities treated as partnerships struggle with the concepts and the operating rules that apply to Section 704(c). These rules potentially apply whenever property is contributed to such an entity or are distributed from such an entity. The regulations under Section 704(c) provide a very flexible but very complicated set of  more...

Collateral Valuation in the New Economy BenefitsThe turbulent economy of the past several years has materially impacted asset values, and the complexity of investment vehicles has made asset valuation, at best, problematic. Investors must plot an optimal course with their existing holdings. Additionally, future investments require an entirely different valuation approach than is possible under traditional models. Only the architects of  more...

The Secrets of Successful Customer Onboarding BenefitsMany companies do not provide an orientation to new customers. This results in customer confusion, lack of customer activation, and eventually leads to customer attrition and negative word of mouth, which can damage a company's value proposition. This audio conference will help you understand the secrets of successful onboarding, and how to work with marketing and customer operations to  more...

Mobile Banking: Banking Without Borders BenefitsLike online banking, mobile banking is poised to revolutionize the industry, but it has stagnated in its infancy. Given the indispensability of cell phones and their broad capabilities, banks and technology providers are rapidly developing solutions that use cell phones to provide unparalleled convenience and value to customers. With the potential to competitively and geographically level  more...

Are Email Negotiation Blunders Costing You Money? How to Negotiate and Influence With Email BenefitsIn our age of ever expanding communication possibilities, what is the best way to negotiate? Should it be face to face, over the phone or via the Internet? The answer? It depends. Are you using the right tool at the right time? Do you negotiate and persuade for a living (and everyone does) or realize how much your success, business and income depend on your ability to persuade, motivate  more...

International Employment Assignments: Understanding the Compliance Risks ... Attorneys who counsel these companies and human resource executives who implement company policy must be aware of strict immigration and work permit requirements on the one hand, and of the great dangers inherent in failing to follow U.S. workplace regulations on the other. This teleconference will cover the nuts and bolts of immigration issues for expatriate or 'seconded' employees, and at  more...

Navigating Form 1041 BenefitsWith more individuals using trusts in estate planning, knowing how to prepare an accurate Form 1041 is becoming more important than ever. Properly computing taxable income and correctly allocating taxable income between the entity and its beneficiaries can avoid not only challenges by the IRS but also disgruntled beneficiaries. This teleconference will help you understand the main rules on  more...

Dodd-Frank Wall Street Reform and Consumer Protection Act: The Overhaul of the U.S. Financial System BenefitsThe Dodd-Frank Wall Street Reform and Consumer Protection Act signed into law by President Obama overhauls the United States financial system. This legislation will affect every corner of the financial services industry. Learn how this legislation is likely to affect you. This teleconference will review many important aspects of the Act, including the new Financial Stability Oversight  more...

Using Social Media to Grow Your Accounting Firm BenefitsSocial media is all the talk these days but can it really help businesses grow? In this teleconference, you will learn how companies large and small, including other accounting firms, are using Facebook , LinkedIn , Twitter and other platforms to actually generate new business. Whether you are new to social media or a seasoned netizen, you will get practical tips you can use to enhance  more...

Using Payroll Audits to Detect Errors and Fraud BenefitsAs a finance professional, you probably are expected to safeguard your company's money. Unfortunately, there is no typical picture of the fraud perpetrator and embezzlement of funds is all too common place, so you have your work cut out for you! An excellent place to start is with Jeffrey G. Matthews' 'Using Payroll Audits to Detect Errors and Fraud' teleconference. You will learn about  more...

Avoiding Exposure Under The Illinois Wage Payment And Collection Act BenefitsAre you paying your employees correctly? Maintaining proper pay practices has always been challenging due to the highly technical and often changing regulations in this area. Unfortunately, as the number of wage and hour lawsuits continues to spiral out of control, keeping abreast of the current rules and legal developments regarding pay practices has now become a matter of basic survival.  more...

Secondary Sources of Repayment Fundamentals BenefitsCollateral and personal guarantees are important components of commercial loan structure because they provide secondary sources of repayment in the event the primary source of repayment is no longer adequate. Collateral and personal guarantees are evaluated when a loan is being made but the ultimate realizable value of both is likely to change if they are ever needed to repay the loan.  more...

Writing Scripts That Sell BenefitsWe may not think about it, but we use scripts all the time. In our everyday lives, in interviews and especially in sales situations, we are using scripts to get our point across to the other person. Sometimes we are in front of the other person and sometimes we are on the telephone. Nevertheless, in all situations there are definitely key items and statements that we want to make, and in  more...

The Phone Bias: Learn to Use the Phone for Successful Prospecting and Client Contact BenefitsDo you prefer face-to-face meetings? Do you know why? What is stopping you from closing all of the sales you deserve to close - and is that dependent upon you showing up in person? In 1937, Dale Carnegie told us 'How to Win Friends and Influence People' by making face visits. But in those days we had to. Now we have choices. And now we have a few tools to help buyers buy. What we didn't  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs BenefitsMany times clients must have certainty as to the federal tax consequences of a proposed transaction - and while tax opinions are helpful, they do not provide the certainty of qualified advice from the IRS. This teleconference is designed to discuss how, when and why to seek qualified written advice from the IRS, normally in the form of a private letter ruling request, a review of the  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 BenefitsOn May 22, 2009, President Obama signed the Credit Card Accountability, Responsibility and Disclosure Act of 2009 to regulate several aspects of the credit card industry. This is one of the most sweeping changes to hit the industry for quite some time. This new legislation amends the Truth in Lending Act, the Fair Credit Reporting Act and the Federal Trade Commission Act, and places a  more...

Current ERISA Fiduciary Issues for Financial Institutions BenefitsFinancial institutions have long been faced with difficult and complicated issues under ERISA's fiduciary rules. The current economic downturn has given rise to a new round of legislative and regulatory initiatives regarding ERISA's fiduciary rules and has more generally affected the manner in which ERISA may affect financial institutions. In addition, the regulatory environment continues  more...

Developing a Community Nonemergency Response System ...ficient manner that optimizes their investment. Municipal executives are consistently seeking government solutions to improve service without increasing budgets. Elected officials know the quality of services can mean the difference between re-election and defeat. This teleconference will provide municipal leaders the information required to build a business case to deploy a non-emergency call  more...

Working Capital Management: Effective Policies and Techniques ...executives and they are looking at all sources of incremental free cash flow within their organizations. One area that is on everyone's list of sources is working capital, but most companies fail to reap the full opportunity that is available to them. What are leading companies doing to effectively drive cash flow from working capital? This teleconference will provide best practices for  more...

Understanding the Basics of Lean Accounting BenefitsAs mid level manufacturing firms migrate to advanced manufacturing processes, they have become uncertain about the ability of traditional cost accounting tools to provide meaningful and accurate measurements. This teleconference outlines a hands-on view of the process needed to evaluate, establish and maintain lean accounting in a mid-level manufacturing environment. While lean accounting  more...

Recent Trends in CPA Technology BenefitsTechnology has totally transformed the way CPA's do business. In this teleconference, we will highlight recent trends in the technologies that play an important role in how we do business today. Whether you practice in public, private, education, government or in any other role, this program will give you some insight as to where technology is at and where it will be tomorrow. This  more...

Time and Territory Sales Management Techniques BenefitsWhat truly separates outstanding sales people from average performers? They focus on the quality of their efforts, instead of working countless hours, doing busy activities, and getting mediocre results. During this teleconference, you'll learn proven strategies to pre-plan your sales calls, develop a laser focus to dig deep, high and wide in your sales territory. You'll also learn how to  more...

Understanding the Bridging Project Delivery Method BenefitsMany project owners who have elected to employ the Bridging method or their owner's design consultant (sometimes referred to as the bridging architect, design architect or lead architect) fail to fully understand or follow the details of what really makes bridging work for the project owner. A common misunderstanding that almost always leads to less-than-good results is using traditional  more...

Fair Lending Compliance Developments and Trends BenefitsBy attending this teleconference you will learn about recent litigation and federal regulatory guidance concerning fair lending issues in mortgage servicing, including mortgage modifications and home equity credit line reductions. The speaker will review recent regulatory guidance concerning adverse action notice requirements for mortgage modifications, and ability to repay mortgage loan  more...

Creating a Powerful Capability Statement: Required Tool for Government Contracting Success BenefitsMany business people still use folders, flyers, brochures and line cards when trying to sell to government 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  more...

Tax and Practical Aspects of Business Succession Planning nClosely held family businesses are often as important to the owners of that business as are their own children. With business failures increasing in today's economic environment, the importance of a well planned, dynamic and long-term succession plan is vital to the continuation of the family business as it is passes from generation to generation. Tax considerations are one part of that plan, but  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...

Client Rights Issues: Informed Consent and Confidentiality nBoth state and federal laws contain myriad requirements intended to protect client rights. Most importantly are those that relate to rights regarding providing informed consent and privacy of health information. However, many health care providers do not understand the complex intersections of regulatory and common law requirements for obtaining consent and protecting client privacy. Failure to  more...

Retirement Benefit Solutions For Nonprofit Organizations and Government Entities ...f retirement benefits to attract and retain employees and executives as for-profit companies, but the tools available to them are often more limited. This teleconference will explore both broad-based retirement programs and executive deferred compensation available to nonprofit organizations. It will highlight new rules for 403(b) plans and pending IRS guidance that will restrict nonqualified  more...

Share-Based Compensation - Impact of Recent Events on the Use of Equity Compensation ...ines have led to significant changes in how companies and executives view the role and the value of equity as part of an overall compensation package. Join our accounting and legal speakers as they explore and discuss the effects of FAS 123(R); specific challenges and hot topics in the equity compensation arena, such as repricing of underwater equity awards; the impact of current legislative  more...

Overcome Your Competition: Stand Out in a Crowded Marketplace nYear in and year out, sales professionals invest their time and their organizations' money along with leveraging high-priced resources in sales pursuits, but walk away with 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  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...