Good Telephone Seminars - Training Resources

Implementing a Health Risk Assessment for Your Health Plan: What Works, What Doesn't, What's Legal ...ard about health risk assessments and wonder if they're a good idea for your organization. Or you've been tasked with implementing a health risk assessment as part of your health plan and don't know much about them. You have a lot of questions such as 'How can a health risk assessment help control health care costs?,' 'What makes for an effective health risk assessment?,' 'How do I get  more...

Discover the Secrets of Microsoft(R) Excel Pivot Tables ...rther enhances your presentation possibilities. To create good, quick summary information for analytical purposes, nothing beats a pivot table. This teleconference will demonstrate the use of pivot tables in Excel version 2007 (with occasional references to the 2003 version) and will include GoToWebinar interactive component. MICROSOFT is a registered trademark of Microsoft Corporation and  more...

Maintain and Gain Downtown Businesses in a Tough Economy: Key Retention and Recruitment Concepts BenefitsIt is possible to pursue new growth and attend to those who have already invested in your community. In fact, we believe that it should be a goal of every economic development or downtown to have a balanced 'maintaining and gaining' approach to economic growth. This teleconference will illuminate a number strategies and tactics to consider as you pursue this goal. Learning Objectives -  more...

IRS Guidelines for Good Governance and the Continued Tax Exemption of Section 501(c)(3) Organizations ...ue Service, the press and others have linked the need for good governance to the quest for improved tax-exemption compliance. Much is made of the governance disclosure questions on the redesigned Form 990, annual return for tax-exempt organizations. This teleconference will help you understand why Congress, the IRS and others insist on requiring that Section 501(c)(3) entities implement the  more...

Bankruptcy Basics for Paralegals BenefitsThe bankruptcy world is full of traps for all professionals. Not only must you be familiar with the Bankruptcy Code, which is often amended, and case law, but also the often overlooked federal rules of bankruptcy procedure, local rules and judge-specific rules. Scott Brown - a national humor columnist by day and a bankruptcy lawyer by night - puts a unique spin on issues germane to the  more...

Fundamentals of Writing RFPs BenefitsVendors cannot possibly offer an intelligent, thoughtful proposal solution if your RFP is unclear, unorganized and disjointed. This engaging teleconference will provide proven methods for drafting RFPs that are clear, precise and produce desired 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  more...

Noncompetition Agreements for the HR Professional: Protecting the Company's Business Resources? BenefitsNow more than ever, employers are seeing former employees trying to jump start their career moves - voluntarily or involuntarily - by cashing in on the employer's investment in relationships and information. Quite simply, the most effective way to protect your company's resources against the actions of departing employees is the noncompete agreement. But effectively using noncompetes  more...

Using Social Media in Collections ...e social media web sites and new technology to maintain a good customer base, keep good paying customers on track, and find and collect from past due customers. Learn how these popular web sites can improve your collections, what some of the most common mistakes are when using these web sites and how you can avoid them. Collections managers, credit managers, presidents, vice presidents,  more...

Probate and Estate Tax Return Preparation for Paralegals BenefitsWhether you prepare United States estate (and generation skipping) tax returns (Form 706) for your clients or just gather the information for the preparer, this teleconference introduces you to the process and will teach what needs to be done and how to do it. This teleconference includes a practical checklist for gathering the necessary information and demonstrates the application of the  more...

Reading and Understanding Soil Reports ... soils report does not necessarily mean it will be put to good use. Many of the terms and even the recommendations given in soils reports could use some explanation. This teleconference will help you understand what type of soils report you may need, the technical terms found within the soils report, what is really the important information you need to get out of a soils report and what is the  more...

Statement of Work (SOW) Contract Fundamentals ...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, rework,  more...

Taxation of Gifts, Prizes, Bonuses and Awards ...st, both to them and employees. Gifts and prizes can be a good yet inexpensive way to boost morale, unless employers and employees alike fail to understand the tax consequences and end up with an unintended and unwanted tax bill. This teleconference will explain the tax consequences of gifts, prizes and other awards to employees, as well the tax issues associated with making payments to  more...

Internal Controls ...siness. In addition to helping you comply with the law, a good system of internal control can dramatically improve your bottom line. In this 90-minute teleconference, you'll learn about basic internal control concepts that will help you design and implement a system of internal controls that's right for your business. Controllers, CPAs, accountants, presidents, vice presidents, CFOs, CEOs,  more...

Implied Obligations in Construction Contracts BenefitsWhen parties enter into construction or design contracts, there may be numerous implied obligations that arise under law or in equity. These implied obligations should be carefully considered by owners, design professionals and contractors. These implied obligations apply to most construction and design contracts unless a specific contractual provision is provided in the contract that  more...

Employee Safety and Health Systems: Cutting Injuries Using the Team Approach ...stent. The bottom line is that employee safety will be as good as management wants it to be or as poor as management will allow it to be. And although most managers care for the health and well being of their workers, they usually do not understand the proper way to manage the safety system. This teleconference will describe how to effectively manage the employee safety and health system. With  more...

Construction Recordkeeping and Documentation Requirements for Government Contracts ...uently, federal contractors are well advised to establish good recordkeeping policies and procedures that satisfy their legal obligations. Establishing such policies and procedures however, can be complicated, especially because other practical considerations of contracting with the government may expand a contractor's record retention obligations beyond what is minimally required under the  more...

Foreclosing on Real and Personal Property Collateral: What You Need to Know ...ateral. This can be a complicated process that requires a good deal of planning in order to reach a successful outcome. This teleconference will help the people responsible for loan workout and enforcement evaluate their positions and formulate and execute foreclosure plans for loans secured by both real and personal property. It will also touch on issues relating to resale of foreclosed  more...

When HOA's and the IRS Compete for Lien Property: Lien Priorities, Perfections and Foreclosure Rights BenefitsIn lien law, timing is everything - or is it? If an HOA's statutory lien is perfected by recording its CC R's, then an HOA lien should have priority over a subsequently recorded IRS income tax lien; but does it? When the IRS records an income tax lien, lien priority determinations under state law may be complicated by governed federal laws. This teleconference will discuss HOA lien  more...

Medical Identity Theft: Why You Must Prevent and How to Minimize Its Occurrence BenefitsMore and more patient information is being captured electronically, both within the provider setting and remotely from the patients themselves. Additionally, an increasing number of myriad touches of this data occur on a daily basis by various known and unknown entities, not all of whom are authorized or have a specific need to know. In this environment, ample opportunity exists for  more...

Multifamily Project Finance and Development ...hallenge, even for well-capitalized owner/developers with good track records and performing or well conceived new projects. The looming 'refinance crisis' for multifamily projects financed with CMBS and with soon-to-expire construction loans will only add to the challenges. This teleconference will explore a variety of debt and equity programs, including some new and nontraditional ones that  more...

Not in My Backyard (NIMBY): Overcoming Development Resistance ...how to head off aggressive behavior and what do to when a good audience goes bad. We'll next be looking at the four causes of opposition to land use projects 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  more...

Providing Investment Advice to Retirement Plan Participants Without Triggering Liability ...sire, but without incurring liability for advice given in good faith. This teleconference provides practical advice to human resource and benefits professionals, along with their consultants and attorneys, as to how to comply with ERISA's rules regarding investment advice, including the new investment advice exemptions under the Pension Protection Act. Regulation of investment advice is  more...

Effective Management of Off-Site Employees ...ommute has evolved from being a personal convenience to a good business strategy, and now taking our current economic challenges it is a business necessity. It has become an imperative to effectively manage employees who are not reporting daily to the normal work site. This 90-minute teleconference will discuss how to properly manage off-site employees, the pitfalls to telecommuting and the  more...

Collection Issues for Attorneys: Practical and Ethical Considerations ... worked many hours on your client's matter and obtained a good result, only to find yourself in a dispute with your client over the payment of your fee. The client may complain about the quality of the service or may claim that they cannot pay your fees. Whatever the excuse, it is a problem that can be lessened. This teleconference is designed to provide you with practical and ethical methods  more...

Building Information Modeling: Planning, Design and Legal Considerations ...need information about building information modeling. The good news is that there is lots of information out there; the bad news is that much of it is not useful. No one knows everything about BIM but we can start by talking about authoritative sources for BIM information, then sprinkle in some basic BIM concepts. Information will be presented that will be of interest for any team member. We  more...

Sales Follow-Up Do's and Don'ts nMost of us have good intentions. We want to follow up on a timely basis with prospects, but we often run into a dead end. This teleconference will show you what's necessary to transform follow-up calls into closed transactions. Our strategies will decrease the complexity of the follow up call, increase efficiency and keep you focused on the end result. n n  more...

Finding, Qualifying & Closing Sales Leads nIt's getting harder and harder to find new prospects. Once you find them you may think you have a hot one, and suddenly the sale slips through your fingers. There is nothing more frustrating for professional sales people than to spin their wheels with unqualified leads. In this fast paced teleconference learn how to identify good leads, qualify those leads to find the top prospects and then use  more...

Understanding the New GFE and HUD-1/IA Settlement Statements ...n Development. The new rule dramatically changes both the Good Faith Estimate and the HUD-1 and HUD-1A Uniform Settlement Statements required by the federal Real Estate Settlement Procedures Act and creates significant new responsibilities and potential liabilities in connection with the preparation and provision of those forms. No loan originator can afford to do business after year-end  more...

More Affordable and Sustainable Communities: The Role of Good Design for Workforce Housing nYou will see at least three dozen case studies of completed affordable workforce housing developments which were well-received by their neighbors and residents. These will be explained using images of plans and photos of the completed developments. This teleconference will help you understand how to successfully organize a community to engage rationally and creatively in the design of new housing  more...

Payment Fraud ...ts they are making to you, using credit cards or ACH, are good? Fraud is on the rise, with a tough economy and the abundance of malware in the market today, it is only a matter of time before your company becomes a target. As a business owner you need to understand the signs to look for that an order may be bad. You need to understand the tools that are available to you to investigate a  more...

Effective Exit Interviews ...g for or why they are leaving? n nImplemented properly, a good exit interview program can provide an employer with a host of valuable information that can be used to improve its employee relations and HR function. Why are employees leaving? Is there a problem with a particular department, supervisor or program that is driving employees away? Are there hidden problems or legal issues that  more...

Design Tips for Rain Gardens: Storm Water and Runoff Control ...ch has shown that their cousin, bioretention, does a very good job of reducing pollutant loads, reducing runoff volumes and increasing infiltration, spurring regulators to look favorably on these practices. What these systems look like, how they work, where to locate them, how deep and how large their footprint should be, the best vegetation, construction tips and maintaining the gardens will  more...

Estate Planning Opportunities in an Uncertain Environment nMotivate the reluctant client; freeze the estate value to reduce the estate tax load. How many of us have clients waiting on the sidelines to decide what to do after experiencing 2008? The uncertain times and uncertain market have actually created the perfect time to use some of the advanced planning tools in the estate planner's arsenal. Depressed values for good assets open up the opportunity  more...

Advanced Records Management: The Intersection of Good Records Management and eDiscovery Preparedness nEffective records management can have an enormous impact on e-discovery preparedness and a corporation's bottom line. While many corporations have established policies related to paper records, many of those same corporations have failed to update those policies to account for their rapidly increasing volumes of electronically stored information. No form of ESI demonstrates these complex issues  more...

Return on Investment for Wellness Programs ...ntrolling health insurance costs. Implemented properly, a good wellness plan can and will deliver a positive return on investment and provide a driving 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  more...

Religious Accommodations in the Workplace ...good employee morale, U.S. companies must effectively meet their legal duty to properly accommodate religion in the workplace. This is particularly true because of the rapid growth of religious cultures in the U.S. and the increasing awareness of religious workplace accommodation rights by employees. This teleconference is designed not only to update employers about legal developments in  more...