How To Telephone Seminars - Training Resources

Sales and Use Tax Determination Headaches BenefitsSales and use tax professionals are faced with the legal and practical challenges of learning as many as 50 different state sales and use tax laws and regulations. No one could possibly learn all of the different state requirements and yet our jobs demand it! The purpose of this teleconference is to reveal the secrets to working in a multistate environment. You will learn about the four  more...

A Paralegal's Guide for Drafting Pleadings ...adings and legal documents to file, when to file them and how to draft them is very important to the litigation process. You will learn the basic tools for locating documents, developing computer competencies for maximum efficiency and the importance of keeping essential forms. The speaker will discuss brief and memorandum banks as well as provide an understanding of how to analyze a fact  more...

Evaluating Your Third Party Administrator: Are You Getting What You're Paying For? BenefitsUsing a third-party administrator is ubiquitous with all types of employee benefit plans. However, proper administration by TPAs should not be taken for granted. As with all facets of employee benefit plans, TPAs need to be monitored and evaluated to ensure proper plan administration and fulfillment of a plan sponsor's fiduciary responsibility. This teleconference explores the key roles of  more...

Understanding LEED for Sustainable Building BenefitsThis teleconference will help you better understand the U.S. Green Building Council Leadership in Energy and Environmental Design program, as it was significantly revised in 2009. The comprehensive introductory materials will prepare you for additional training to receive your LEED credential as an accredited professional or LEED AP. In January 2009, the U.S. Green Building Council  more...

Do's and Don'ts for Internal Investigations of Employment Issues BenefitsAny prudent employer will want to investigate and, if necessary, remedy reported discrimination or harassment. In some states, a prompt investigation is legally required. This teleconference will provide you with valuable and practical advice on planning and conducting internal investigations, and assessing how to respond once the investigation is completed. Human resource professionals,  more...

Traffic Management for Construction Work Zones: Unique Challenges and Solutions ...d implement traffic control plans often do not understand how to process the approval and satisfy the agencies requirements, as well as federal and state occupational regulations. Understanding the MUTCD and agency requirements, as well as their newly implemented regulations can impact schedule and costs. This teleconference will help you understand how first to establish a traffic management  more...

Claims Management Techniques in Workers' Compensation Cases ... be dealt with in a very different manner. You will learn how to successfully investigate an accident and use this information to communicate with these parties, as well as gain the necessary tools to effectively address the issues that arise after an on the job injury. Human resource managers, attorneys, benefits managers, safety directors, compliance officers, insurance professionals,  more...

Implementing a Health Risk Assessment for Your Health Plan: What Works, What Doesn't, What's Legal BenefitsMaybe you've heard 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?,'  more...

New Technology and the Fair Debt Collections Practices Act BenefitsThis teleconference will provide you with information regarding the interplay between the Fair Debt Collection Practices Act, the Telephone Consumer Protection Act and the use of new technology in contacting debtors. The speakers will cover the use of voice mail, caller ID, email, text messages and faxes, and discuss recent case law addressing the application of this technology to the debt  more...

Building Preservation: Preventive Measures to Combat Deterioration ...erstand why certain buildings are considered historic and how to preserve their valued designation while also meeting today's code and functional requirements. We will discuss why preserving and maintaining historic buildings is economic and can fit into a broader 'green' strategy for your organization. Learn that repairing a building but not fixing the problem is a waste! Learn how to work  more...

ConsensusDOCS Contract Fundamentals BenefitsIn the fall of 2007, the Associated General Contractors of American and the Construction Owners of America folded their AGC contract documents program into a new organization and issued a new series of contracts called the ConsensusDOCS. These forms, some revised and some entirely new, were issued at nearly the same time as the American Institute of Architects' 2007 revision of the AIA  more...

Keys to Understanding and Writing Purchasing Contracts ...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 best practices with respect to the purchasing process and documentation of purchasing agreements at  more...

Estate Planning for the Final Years of Life ...r why people need to plan, what they need to plan for and how to apply proven strategies for dealing with the final years of life. Thomas Day, a senior citizen himself, has spent more than 20 years helping people across the country with these issues. Mr. Day provides a wealth of knowledge, identifies specific planning sources and offers unique strategies that can be put together to produce a  more...

Best Practices in Nursing Documentation: Writing Effective and Legal Proof Notes ...le to discuss how the legal system uses documentation and how to respond to questioning of patient care documentation. Lorman Business Center, Inc. dba Lorman Education Services is an approved provider of continuing nursing education by the Wisconsin Nurses Association Continuing Education Approval Program Committee, an accredited approver by the American Nurses Credentialing Center's  more...

Health Care Facility Design and Development BenefitsDeveloping or expanding a health care facility is particularly challenging in the modern economic and regulatory environment. Health care administrators are looking for project delivery models that ensure excellence in planning and delivery. Incorporating thought leadership in design, operational efficiency and sustainability, as well as efficient project delivery are important  more...

The New ADA Design Standards- When, Where, and How? BenefitsThere has been a great deal of speculation about when the Department of Justice will adopt the revised ADA/ABA Guidelines as the new ADA Design Standards and the implications of the proposed changes. This teleconference will provide an update on the status of the new rule, a highlight of the major changes, and the potential implications for your business and clients. Presenters include  more...

CPM in Construction Management: Preventing and Measuring Delays ...how to use today's project management tools effectively to identify project delays before they are insurmountable. You'll learn how to use the schedules persuasively and reliably to measure and quantify project delays. The discussion will also provide the technical and legal foundation for the techniques presented. You will be brought up-to-date on the very latest scheduling tools and concepts  more...

Insurance Claim Appeals BenefitsMany medical providers today are struggling at the number of claim denials and appeals that have to be performed to attempt to gain reimbursement from health care insurance providers, including Medicare and Medicaid. This teleconference will help you understand how first to establish when an appeal can be implemented, when to formally continue to disagree with their findings in writing  more...

IRS Guidelines for Good Governance and the Continued Tax Exemption of Section 501(c)(3) Organizations BenefitsGiven continued congressional scrutiny of whether tax exemption is a worthy federal subsidy for any type of tax-exempt organization, proper governance and accountability to the local community are key factors that may distinguish the tax-exempt sector from the taxable sector. The Internal Revenue Service, the press and others have linked the need for good governance to the quest for  more...

Gatekeepers & Voice Mail: How to Reach Your Prospects Directly BenefitsIf on your prospecting calls you leave voice mails that are not returned, if your introductory emails are deleted and/or if you have been screened out by ruthless gatekeepers, then this information-packed teleconference is a must. Decision makers today are busier than ever and less accessible than ever in history. Gatekeepers screen calls, spam filters trap emails and voice mail blocks  more...

Revitalizing Vacant Commercial Properties ...teleconference is meant to guide you through a process on how to capitalize on the current market and take advantage of what may be a once in a lifetime opportunity. The teleconference will walk through a simple process that allows you to evaluate a potential deal and the steps you may need to take to make it worth the effort. The ever-changing market will demand a plan and attention to detail  more...

Developing a Sound HR Metrics System BenefitsDoes your organization's HR metrics system fall short of expectations? How can we effectively measure the value that our employees bring to our organizations? How do we measure the effectiveness of our human resources department? Utilizing proper metrics and benchmarking can provide the answers to these questions. Attend this teleconference and learn the importance of demonstrating HR's  more...

The Art and Science of Ethically Firing a Client BenefitsSo you think distancing yourself from an uncooperative client is as simple as saying, in the words of Donald Trump, 'You're fired.'? Not so. Both ethical and fiduciary considerations come into play when a lawyer seeks to withdraw from ongoing representation of a client. This teleconference will provide a detailed discussion of those ethical rules, as well as the impact of withdrawal on  more...

The New World of EEO: What Is Coming ...ances which create claims and liability. Learn first-hand how to manage these claims, negotiate and settle them and be in a defensible position should a claim be made. Failing to implement these strategies will continue to result in an increase in claims and the potential for significant adverse rulings against employers. This teleconference is critical for employers who want to reduce the  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...

Assignments for the Benefit of Creditors: What You Need to Know About ABC's BenefitsThis teleconference will give you an overview of the basics to general assignments for the benefit of creditors, a state law alternative for the liquidation of a distressed business that while long available under state laws, has had little use outside of states such as California, Illinois, Florida and Massachusetts. The fiduciary nature and responsibilities of the assignee will be  more...

Real Estate Due Diligence: Managing Risk and Developing a Winning Strategy in the Face of Challenging Credit Markets ... You will be able to understand what due diligence is and how to conduct a thorough due diligence process to avoid any surprises, reduce costs and expenses, and minimize investment risk for yourself or your client. You will also be able to identify the components of a due diligence process, including what they are, how to best handle them and in what order, approximate deadlines, and, in  more...

Powers of Attorney: Medical Records Release Concerns ...to third parties? This teleconference will educate you on how to identify a valid power of attorney to determine whether information should be disclosed. Additional discussions will be held on other issues surrounding access to patient health information such as health care proxies and subpoenas. Medical record custodians and health information professionals need to understand the nuances of  more...

Improve Productivity While Staying Compliant: Implementing Quality Procedures BenefitsMany organizations with customer delivery and quality problems (high reject rates across the supply chain) are unaware of the increased costs of tracking, repairing, scrapping and redelivering key products. When the discussion whether lean, six sigma and/or supply chain techniques are singularly the most effective way of dealing with quality problems, you miss the opportunity of using a  more...

Opportunities for Recycling Construction Waste and Demolition Debris ... demolition, and contractors and others will need to know how to potentially meet this requirement. This 90-minute teleconference will teach you about the C D industry and the implementation of different programs nationally to deal with this interest, and the need and general benefits of C D reuse and recycling. Learning Objectives: - You will be able to define what construction waste and  more...

End of Employment Payroll Issues BenefitsThis will be a comprehensive look into issues that arise when an employee terminates. Topics that will be discussed will go from when an employee needs to receive their final pay to how an employee death's final pay best practices and taxation. This teleconference will cover special situations when an employee terminates such as benefit deductions, state minimum hours requirements and  more...

How to Successfully Identify, Propose, Win and Manage Government Contracts BenefitsSmall and medium-sized businesses often experience difficulty conducting business with the federal government. They also do not know of the many tools and resources at their disposal. This teleconference provides those responsible for or trying to penetrate the federal government market space with valuable insight into the intricacies of the federal government acquisition lifecycle. It  more...

Battle of the Forms: Back to the Basics and Recent Developments BenefitsConflicting terms and conditions exchanged between contracting parties create recurring and vexing problems. The parties are often left with significant uncertainty regarding the terms of their contract, which presents significant commercial and legal challenges as they seek to ensure performance and enforce their rights and remedies. The battle of the forms presents complex challenges for  more...

Techniques to Prepare for Difficult Employee Discussions ...COM Books, 2009), so that we can strategize together over how to handle some of the most challenging conversations you'll ever have with employees. We'll discuss the rules of workplace engagement, holding people accountable for their actions and treating adults like adults - all while shifting responsibility for individual improvement away from the company and back to the employee - where it  more...

Appealing Standards: Determining the Applicable Standard of Review BenefitsThis teleconference is designed to help you with your two most important jobs: prediction (telling clients what appellate courts are likely to do with a given case) and persuasion (getting the appellate courts to do it). The two most common mistakes in appellate advocacy are (1) taking the standards at face value, uncritically assuming that they mean what they say and that the court will  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...

How to Sell to the U.S. Government ...federal government. The teleconference clearly identifies how to find the agencies, offices and people who buy specific services and products. We'll cover the mandatory tools needed as door-openers, how to sell to the military and civilian agencies, and how the government actually buys - credit card purchases, bids, contracts and grants. Failing to understand the key differences between  more...

Avoiding the Pitfalls of GMP Contracting BenefitsAs owners have searched for project delivery systems that reduce the duration from project conception to project completion, one of the most common approaches has included the use of guaranteed maximum price, or GMP, contracts. However, as the use of these contract formats has proliferated, so have disputes that strongly suggest that the parties using them do not fully understand: (a) the  more...

Fundamentals of Writing RFPs ...s 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, material managers, contract  more...

Legal Ethical Issues BenefitsEthical issues present themselves in all aspects of an attorney's professional life. Knowledge of these ethical standards will assist you in properly representing a client and at the same time protect you from the adverse consequences of a violation of the ethical standards. This teleconference will provide an overview of typical ethical issues affecting the various areas of the practice  more...

Using Social Media in Collections BenefitsTechnology has changed how we all communicate and do business. Business owners and collectors have the added challenge of trying to contact debtors who may only have a cell phone and no land line; and that use email, text messages or instant messages to communicate. How can you face this challenge while following the laws, following your ethics and without breaking any debt collection  more...

Public/Private Partnerships and Major Infrastructure Construction BenefitsThe term public/private partnership (P3) has recently emerged as one of the latest buzz words in the development area. States and local governments are struggling with resource limitations and ever-increasing demands of infrastructure. The involvement of the private sector offers an enticing solution for meeting massive infrastructure needs. At the same time P3s provide an opportunity for  more...

Mechanics Liens in Massachusetts: Protecting Your Lien Rights in Uncertain Times BenefitsMechanics liens are an essential tool for collection of debts in any economy - in today's uncertain times, a thorough understanding of mechanics liens is even more critical. The mechanics lien process is complex and must be executed flawlessly in order for liens to be perfected. In turn, the Massachusetts mechanics lien law is often confusing, even to lawyers who are not expert in its  more...

Economic Nexus Standards in State Taxation BenefitsA state's ability to impose taxes on a multi-state business is limited by 'nexus' standards rooted in the U.S. Constitution. In 1992, the U.S. Supreme Court reaffirmed its longstanding rule and held in Quill Corp. v. North Dakota that nexus requires some form of physical presence in the taxing state. In today's economy, however, states are continuing to push nexus limits farther than ever  more...

Utilizing Graphs and Charts in Microsoft Excel ...creation; how (and why) to use different chart types; and how to alter the look of a chart with layout, color and content changes. Depicting data in a chart may reveal a trend that was not so obvious in the numerical data, which often can be dry and boring. That elusive meaning, buried in the obscurity of a sea of numbers suddenly springs to life in a chart - you get the big picture at a glance  more...

IRA and Qualified Plan Distributions BenefitsThis teleconference is specially designed for those who advise their clients on IRA and qualified plan distributions. This program will focus on the required minimum distribution rules and how one can have an IRA payable to a trust and still have it qualify as a designated beneficiary. This teleconference can help you spot and avoid some of the common mistakes taxpayers make with their  more...

Limited Medical Programs: How Employers Are Using Them to Control Health Care Costs BenefitsAfter years of increasing medical premiums, employers are hitting road blocks in cost saving measures. We are at a point of office visit co-pays approaching $50, prescription drug co-pays of $50 to $100, deductibles exceeding $2,000 for in-network benefits, and more and more premium cost shifting from employer to employee. Employee's are finding it hard to afford the per pay premiums and  more...

Recent Updates to the EPA's Brownfields Program BenefitsThis teleconference will provide you with an update on the current status of the Federal Brownfields Program. You will learn about benefits you can obtain under the Federal Brownfields Program, the status of the program and some of the risks to brownfields development resulting from a recent Supreme Court case and environmental risks associated with vapor intrusion. Learning Objectives -  more...

How to Succeed at Selling to Difficult Customers ... elsewhere if you can't acquiesce to their demands. Learn how to pro-actively manage your most difficult customer relationships and turn them into thriving and profitable opportunities. Level the playing field and sell from a position of strength. You'll gain valuable insight on how to create and sell value, understand what really motivates your customers, gain access to the right people,  more...

Zoning Variances: Nonconforming Uses and Structures ...BenefitsThis teleconference will be useful in determining how to devise and apply nonconforming development 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.  more...

Directors' and Officers' Liability Insurance: Current Topics and Key Issues BenefitsIn the era of the subprime mortgage crisis, directors and officers are acutely aware of the potential for liability and the importance that directors' and officers' liability insurance afford sufficient coverage to provide for a defense and indemnity for any settlement or judgment. This teleconference will provide you with insight into common issues and trends that arise during a claim for  more...

Medical Records Releases, Retention and Confidentiality Requirements ...ons of such record holders, the impact of those laws, and how to establish policies and systems to ensure those laws are met. This teleconference will specifically outline the requirements of the Health Insurance Portability and Accountability Act of 1996 and the regulations promulgated there under, which have been substantially upgraded in the recently-passed stimulus bill and made applicable  more...

Workplace Accident Investigations for the HR Professional ...how to conduct a workplace accident investigation as well as how to conduct an effective investigation and protect the company's interests. Many written investigative reports are used against the company because they are too conclusory or did not have sufficient information, and should have included certain language for risk management purposes. Learn how a written report may be used against  more...

Living With Uniform Prudent Management of Institutional Funds Act (UPMIFA) ...the legal landscape for all nonprofit institutions. Learn how to draft around UPMIFA, conform to the new legal requirements and deal with the new and very different auditing requirements for financial statement preparation. Learn how to modify or eliminate outmoded and wasteful restrictions that hinder operations and effective spending policies for nonprofits. Accountants, attorneys,  more...

Dealing With Employees Who Have Been Charged With a Crime BenefitsOne of the most perplexing problems that can confront an employer arises after the employer discovers that one of its employees has been arrested and charged with a crime. Under our legal system, the familiar mantra is that an arrested person is 'innocent until proven guilty'. So, what can an employer do to address situations where an employee has been arrested or has been charge or  more...

Challenges and Rights of the Subordinate Debt BenefitsEven with the ongoing credit crisis, providing forms of subordinate debt can be a lucrative business model. However, the higher pricing and upfront fees come with substantial risk. If a subordinate lender can adequately review those risk factors and can hedge against them, a portfolio of subordinate debt can be a successful one. This teleconference will explore the potential risks of  more...

Current Issues in Cell Tower Regulation ...ledge of the major current issues and practical advice on how to handle and defend cellular tower zoning applications. Learning Objectives - You will be able to discuss current federal law and issues on cellular tower zoning. - You will be able to use practice pointers for municipalities and municipal attorneys. - You will be able to identify the basics of wireless technology for  more...

AIA Contracts: The Owner-General Contractor Agreement BenefitsFor more than a century, The American Institute of Architects has published an integrated set of contract forms for the construction industry. While other industry groups independently have prepared their own competing set of forms and, more recently, some have banded together to create more of a consensus-based set of forms, the AIA forms remain the most widely used and accepted in the  more...

Probate and Estate Tax Return Preparation for Paralegals ...u 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 work by describing where the information is used on Form 706. This nuts and bolts presentation will be useful if you are new to this area and will be a good refresher on how to do this critical  more...

Fraud and Embezzlement in Nonprofits: How It Happens and How to Prevent It! BenefitsIt's unfortunate, but the reality is that thinking your employees are honest isn't true! This fascinating and practical teleconference will walk you through actual fraud scenarios: discuss how the frauds occurred; and show profiles of embezzlers, why they did it, how they did it and what internal controls would have prevented them. Additionally, you will be provided a valuable handout to  more...

Affirmative Action in Employment - What Does It Really Mean? BenefitsThe Office of Federal Contract Compliance Programs is the government agency charged with enforcement of affirmative action regulations. It is armed with a new leader and an increased budget. During fiscal year 2008, the OFCCP recovered a record $67,510,982 in back pay for salary and benefits on behalf of 24,508 individuals who, in OFCCP's view, were subjected to unlawful employment  more...

Innovative Energy Saving Strategies for Manufacturers BenefitsMany manufacturing facilities that deal with older technologies, 'that's the way it has always been done' mentalities and a tunnel view consider the manufacturing process the only investment which will result in increased revenue. This teleconference will address the potentials to update this older technology. We will discuss new strategies to help manufacturer's see new ways are not  more...

Strengthening Self-Esteem, Resilience and Body Image in Adolescents ...uth will be guided to understand body image development - how to engage young people in understanding that in the interest of boosting sales, advertisers purposefully increase viewers' dissatisfaction with themselves, and strategies to help bolster body-esteem and develop a healthy relationship to food. Recognizing that emotional resilience and strong self-esteem is essential to psychological  more...

Statement of Work (SOW) Contract Fundamentals ...nd added expense. In this teleconference, you will learn how to write a statement of work that is easy to understand and manage. This means you will learn how to create a statement of work that meets the planning, execution, accounting, auditing and legal needs of your organization, whether you be the buyer or seller. Purchasing managers, material managers, contract administrators, senior  more...

Medical Records: Responding to Subpoenas and Investigations BenefitsDon't be caught off guard. You could be breaching the confidentiality of patients without even realizing it! From HIPAA requirements to state privacy laws, legal issues abound in the medical records arena. If you're not up to date on medical records law, your company could face serious legal and financial liability risks. Attend this teleconference and gain critical information on  more...

S Corporations: How to Avoid Common and Often Overlooked Pitfalls (Simple to Complex) BenefitsAs many practitioners will attest to, there are many pitfalls when S corporations are involved. This teleconference will identify the most common pitfalls, such as not properly maintaining earning accounts, ineligible shareholders, the one class of stock principle, invalid or missing S Corporation elections and built-in gain. You'll not only learn how to identify these pitfalls, but you'll  more...

Rewards Transformation: A Unique Approach to Total Rewards Strategy and Design in the Current Economy BenefitsIn the current economic environment, organizations are concerned with reducing costs while retaining top talent. Total rewards costs can often exceed 40 percent of company's revenue and in many cases it is difficult to demonstrate ROI. This teleconference presents a unique approach to total rewards strategy, design and cost management called rewards transformation. Rewards transformation  more...

Wage and Hour Update: Overtime Concerns With Mobile Devices BenefitsEmployer expectations for 24/7 access to employees is now the norm for many industries as new technologies allow work to be done virtually anywhere at any time. Serious questions have emerged about how employers should limit, monitor and compensate remote work hours. Recent litigation trends also show that compensation for time worked away from the office during nontraditional hours is  more...

Documentation and Proof of Construction Delay BenefitsTime truly is money, especially in 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  more...

Implications of the Stimulus Package on HIPAA BenefitsThe American Recovery and Reinvestment Act includes substantial changes to requirements for the protection of health information privacy and security under HIPAA, some of which are already in effect. New requirements for business associates of HIPAA covered entities and requirements to notify individuals in the event of a breach are only two of the many areas affected in the new law,  more...

Design Professionals' Exposure for Design Errors and Omissions BenefitsToday, design professionals are being asked to take on greater risk and liability than ever before. For the individual responsible for identifying and evaluating risk for design professionals on a project-by-project basis, complex issues concerning measure of damages, insurance and other potential sources of risk must be understood and examined on every project. This teleconference will  more...

Affordable Housing: Finance and Development, How to Maximize the Available Resources BenefitsToday's housing market has been severely impacted by the subprime mortgage crisis and a downturn in the general economy. As a result, finding capital and equity to build affordable housing has become more and more difficult as investors sit this one out while the market stabilizes. This teleconference will highlight the issues, problems, causes, recent trends, what can be done and what is  more...

Float Ownership Issues in Construction Project Management BenefitsFloat is a 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  more...

IRS Form 5471: Information Return for U.S. Persons With Respect to Certain Foreign Corporations BenefitsAs more U.S. companies view global markets as a necessity to survive and to grow, more U.S. companies own foreign subsidiaries to conduct foreign operations. Whether you are a growing multinational company with subsidiaries all over the globe, or a small, closely-held company that owns a Canadian subsidiary, you will have to file IRS Form 5471 for every foreign corporation that you own.  more...

Drafting Settlement Agreements in Personal Injury Cases: A Primer ...ttlement agreement in a personal injury matter understand how to correctly identify and address all of the issues that may arise. Only then can the lawyer properly structure and document the settlement. This teleconference presents both plaintiff and defendant perspectives on these and other relevant topics, and is critical for any lawyer practicing in the field of personal injury. This  more...

New Developments in Greywater Irrigation Systems ...l the environmental and financial benefits of reusing it, how to legally capture and irrigate with it, and how to obtain matching federal funds for greywater irrigation systems. Learning Objectives - You will be able to describe major benefits of reuse. - You will be able to identify funding at the local, state and federal level. - You will be able to discuss greywater legal and technical  more...

Understanding Your Summary Plan Descriptions BenefitsEmployers who sponsor ERISA covered health and welfare plans are required to communicate the terms of the plan to participants in a summary 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  more...

New Developments in Greywater Irrigation Systems ...l the environmental and financial benefits of reusing it, how to legally capture and irrigate with it, and how to obtain matching federal funds for greywater irrigation systems. Learning Objectives - You will be able to describe major benefits of reuse. - You will be able to identify funding at the local, state and federal level. - You will be able to discuss greywater legal and technical  more...

Basics of Reverse Osmosis for Brackish Groundwater Treatment ...ill learn about potential pitfalls and get suggestions on how to avoid these problems. This teleconference will also discuss software and guidelines for how to select and employ software both in system design and troubleshooting. n nLearning Objectives n- You will be able to discuss reverse osmosis process principles. n- You will be able to discuss case histories of installations within  more...

Juvenile-Onset Bipolar Disorder: Discussion, Diagnosis and Treatment Considerations ...also be discussed which is adequate educational planning. How to work collaboratively with a treating psychiatrist and how to be an advocate for the child and family if the child is not receiving the most up-to-date treatment will also be discussed. What is the role of testing and what type of testing is most helpful for these patients and the family and schools? The benefit for participating  more...

Updated Best Practices for Legal Holds In Civil, Criminal & Business Contexts ...how to avoid the devastating problems that your clients may face if they do not plan for effective legal holds in anticipation of legal proceedings. Specifically, you will learn how courts and government investigators are interpreting the basic requirement to preserve information in 'reasonable anticipation' of litigation or other formal proceedings. You also will learn how to work with your  more...

A Road Map to Greening Our Residential Buildings: National Green Building Standards Review BenefitsIn this teleconference, you will uncover the hidden opportunities across our largest environmental problem areas in residential buildings. We will uncover how we are missing substantial ways to save energy, water and money, and discuss the new national green building standards that will affect you and your industry. You'll be exposed to new data and connections you've never seen before and  more...

Current Issues in Real Estate Appraisals ...al process, identify of risk in appraisals and understand how to asses the risk of your real estate asset. This program will provide industry insider intelligence that will increase your area of expertise and communication by explaining the valuation methods required for proper federal and state regulatory compliance through the Uniform Standards of Professional Appraisal Practice. You will  more...

Current Issues in Digital Billboards and Sign Regulations ...ture for other municipalities. Please join us in learning how to defeat the sign code shakedown. Learning Objectives You will be able to summarize regulations of digital signs by the Federal Highway Administration and the impact on local and state governments. You will be able to give examples of studies impacting digital signs. You will be able to quote litigation outcomes. You will be able  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...

Recognizing and Addressing COBRA BenefitsCOBRA - It has CHANGED AGAIN! But it wasn't actually the COBRA law that changed - you must track other laws to be sure you are in compliance. You have heard about the stimulus package but what has it done to our COBRA? The stimulus package now states that employees involuntarily losing their job between September 1, 2008, and December 31, 2009, will have special COBRA privileges including  more...

Construction Contract Bid Errors ...ference analyzes the legal consequences of bid errors and how to avoid them. Those who conduct the procurement of construction services, those who seek the award of contracts, and the attorneys who advise and represent the parties will all benefit from this teleconference. Learning Objectives - You will be able to compare types of bid errors. - You will be able to calculate the consequences of  more...

Increasing Sales with LinkedIn ...how to use the LinkedIn tool most effectively to make more money for your company and for you. This teleconference is taught by Lyndle A. Savage Sr., a senior partner and vice president of business development for Integrated Alliances,LLC. It covers specific strategies for the most common selling scenarios - hunting for business, named and targeted accounts, farming, territories, vertical  more...

Microsoft Outlook 2007 Tips and Tricks ... a quick course in using Microsoft Outlook, showing users how to use Outlook and get the most use from their investment. It teaches Outlook users how to use Outlook's many features to manage email, appointments and tasks, and address books. The teleconference includes many tips and shortcuts Outlook users can use to help them work smarter, not harder, and reduce information overload. Business  more...

Enterprise Resource Planning - Getting the Payback From Your ERP System BenefitsYou will get an overview of the planning hierarchy in world class businesses and how the planning process utilizes the ERP system. You will better understand the need for robust metrics and an accountability infrastructure, and will become more aware of the power the ERP discipline has in getting the most return for the effort invested. It will become apparent that there is a lot of  more...

Taking and Defending Effective Depositions BenefitsIn the legal world where the use of mediation and arbitration has increased dramatically in recent years, the deposition of opposing parties and key witnesses often takes the place of the trial. Cases are evaluated and often settled based on information obtained at depositions. You will learn the fundamental concepts involved in taking and defending depositions. Included in this  more...

The Claims Process on Federal Government Contracts - Maximizing the Return on Your Investment ...owever, all too often these contractors do not understand how to effectively seek compensation for these additional costs. This teleconference will help you understand the types of costs you can recover, the circumstances under which certain costs may be recovered and how to go about recovering these costs. This teleconference also explains the claims process under federal procurements as well  more...

Sales and Use Taxation of Internet Sales: The Evolving Case Law BenefitsAs federal funds available for state governments are reduced, many states are taking aggressive positions in an attempt to impose sales and use tax obligations on interstate transactions. Internet sellers face a murky and sometimes ill-defined landscape with respect to sales and use taxes that are impacted by both state law and federal constitutional principles. This teleconference will  more...

Trucking Litigation ...ately, nothing could be further from the truth. Come hear how to negotiate the waters and learn how the myriad of confusing federal and state regulations could torpedo your case. Hear from the former top U.S. D.O.T. trucking lawyer on how to utilize federal and state information to help bolster your case. You will also hear from a veteran trial lawyer on how to prepare your case from start to  more...

Case Study: What Makes Dixon Schwabl One of the "Best Small Companies to Work for in America" ...how to motivate, empower and excite employees to build a great place to work. Dixon Schwabl, Inc., CEO Lauren Dixon will share her experiences developing a company culture built on flexibility, freedom and respect for employees, inspiring an innovative approach to everyday workplace practices. No matter the size, geography or industry - any company can be a great place to work. Ms. Dixon will  more...

Use of Terms and Conditions in Purchasing Contracts BenefitsAs companies seek to reduce transaction costs by doing business with standardized business forms, the old 10-point, double-column terms and conditions provisions have taken on new importance for purchasing professionals. This teleconference is going to expose that what is hidden in that microscopic text are not only acronyms that can be legally determinative if a controversy develops, but  more...

Legal Overview of Financial Records: Obtaining and Understanding the Information BenefitsMany offices today make use of paralegals or legal assistants not only in preparing documents but in reviewing them. Many attorneys rely on elementary representations of income such as the income stated on an income tax return for determining the available funds for child support and maintenance. In many cases, this may be sufficient, such as that of a W-2 wage earner. However, in those  more...

Internal Controls ...the Fortune 500 or a small private company, understanding how to develop and implement effective internal controls is critical to your business. 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  more...

Low Quality Asphalt: How to Avoid Problems Down the Road ...ity asphalt is a facility owner's or manager's nightmare. How to turn it into a high quality asset can be a difficult question. That's what this teleconference is about. Reconstruction of asphalt pavements, whether a roadway, commercial parking lot or large distribution center, can be time consuming and very expensive. Costs associated with loss of use can easily exceed costs of construction.  more...

15- Minute Expert Adult Patient Assessments: Practical Strategies, Tips, and Updates for Health Care Professionals ...econference is a practical and comprehensive refresher of how to perform a quick, yet effective physical examination for adults. Apply these practical strategies and you'll be amazed at what you can learn about a patient in 15 short minutes. Lorman Business Center, Inc. dba Lorman Education Services is an approved provider of continuing nursing education by the Wisconsin Nurses Association  more...

Avoiding Costly Mistakes In Harassment Policies and Investigations ...mmon errors in drafting policies that create problems and how to draft proper policies that help insulate you from liability. The teleconference will also explain best practices for investigating and documenting investigations of harassment complaints. Failure to have a proper harassment policy and to properly investigate harassment complaints remain the most common errors employers make in  more...

Low-Impact Development Maintenance and Upkeep Techniques ...nance Learning Objectives: You will be able to determine how to implement low impact development concepts into their site development plans. You will be able to discuss complex storm water BMPs. You will be able to categorize routine and nonroutine maintenance of storm water BMPs and when they should be performed. You will be able to locate informative sites which explain further maintenance  more...

Data Mapping and Electronic Information Management (EIM) - Risk Management for Daily Efficiency and Litigation-Preparedness ...dee at this teleconference, you will learn from an expert how to develop multipurpose menus or charts of key storage locations and contents and use data-mapping to achieve day-to-day efficiencies in operations and retrievals. Be better prepared for e-discovery for incident-responses, government inquiries and litigation as well as manage and minimize risks of smoking gun content, data leakages  more...

The Fundamentals of Estate Planning for Pets ...ient is embarrassed, or the attorney is ill equipped with how to address the client's concerns. Not only will this teleconference give you the opportunity to learn some of the various techniques out there for the care for pets in a client's estate planning documents, but it will give you the opportunity to equip yourself with the knowledge necessary to ask those critical questions that the  more...

Today's Legal Medical Record - A Hybrid Record BenefitsThe goal of this teleconference is to give you some information and a suggested format for developing your definition and policy of the legal health record for your institution. We'll remind ourselves what the real purpose of the medical record is and investigate how we meet those purposes with a hybrid record. We'll look at what the components of the legal medical record include versus  more...

The Interstate Land Sales Full Disclosure Act: Application to Condominiums and Single Family Homes ...omesites are trying to back out of their purchases. Learn how to keep your hard-earned condominium unit sales and single-family home sales from slipping away. Many condominium developers and home builders who are subject to the federal Interstate Land Sales Full Disclosure Act do not understand how to comply, or perhaps worse, they think they're in compliance when they're not. These developers  more...

Efficiency Estimations and Payback Periods for New Equipment ...ng what affects the efficiency has on operating expenses, how to calculate the potential savings of alternative choices, and how to ensure energy savings is realized in the long term, even with changing electric rates. Two number-crunching examples are included. The primary benefit of this teleconference will direct, straightforward understanding of electric motor life cycle costs in both  more...

Employee Safety and Health Systems: Cutting Injuries Using the Team Approach ...age the safety system. This teleconference will describe how to effectively manage the employee safety and health system. With proper installation and implementation of the system described in this teleconference, you will see a 40 to 50 percent reduction in injuries within the first year of implementation. You will learn the importance of managing safety and health with the same emphasis that  more...

Effective Legal Writing and Editing for Paralegals ...rucial to your success. This teleconference will show you how to focus your writing to a specific audience; how to streamline and strengthen your writing; how to avoid grammar, spelling and punctuation errors that detract from your message; and how to provide meaningful suggestions when editing the work of others. Whether you are a new paralegal seeking fundamental skills or an experienced  more...

Pupil Records: Rules, Responsibilities and Requirements BenefitsLegal issues concerning pupil records arise on a daily basis in a variety of contexts, often leaving school administrators under pressure to make split-second decisions regardless of the legal ramifications. Among many others, schools may face pupil records dilemmas such as: 1. Expelled student claims she was wrongfully disciplined and takes her case to the media. The media asks the  more...

Jeopardizing Exempt Status: Top 10 Mistakes Employers Make and How to Avoid Them BenefitsOnce exempt under the Fair Labor Standards Act, employees do not necessarily remain exempt for the duration of their employment. Actions taken (or not taken) by employers can and do jeopardize the exemptions claimed, leading unknowing employers down the path to potentially ruinous liability for unpaid minimum wages and overtime. This teleconference is designed to help you identify issues  more...

Determining the Best Service Delivery Options for Public Works and Utility Projects: In-House or Contract? BenefitsIn this teleconference, you will learn principles and techniques for determining when a project or activity is best delivered by in-house staff, through a contract with a neighboring government or a private contractor, or a combined approach with some tasks performed in-house and others by a contractor. The teleconference will present a practical, nuts-and-bolts approach with examples to  more...

FAS 117-1: Endowments of Not-for-Profit Organizations BenefitsIn response to the enactment of the Uniform Prudent Management of Institutional Funds Act in most of the United States, the Financial Accounting Standards Board last year promulgated FASB Staff Position No. FAS 117-1. FSP FAS 117-1 provides guidance for nonprofits as to the proper classification of endowment funds when UPMIFA has been enacted and expands the required disclosure about  more...

Options Under Section 504 ... providing educators with cogent and succinct guidance on how to best comply with these obligations and avoid liability under this statute. It will also discuss the effect of last year's amendments to the Rehabilitation Act and the Americans with Disabilities Act. Learning Objectives - You will be able to recognize obligations to provide FAPE under Section 504. - You will be able to identify  more...

Conducting Background Checks BenefitsAn ever increasing number of employers are recognizing the benefits that can be derived from conducting background checks on both current and prospective employees. While background checks can be an effective tool for weeding out questionable employees, legal limitations on how such checks can be performed (and how the resulting data discovered can be used) must be understood or otherwise  more...

Basic Principles of Construction Insurance ...ruction and insurance coverage attorneys who will discuss how to secure appropriate insurance coverage at a project's inception and what to do when claims arise during construction or after project completion. Builder's risk, CGL and other common project policies will be discussed. This teleconference will provide significant material in a relatively short period of time. Prior participants  more...

International Purchasing: Current Trends and Supply Chain Security ...f U.S. law and other misconduct. The speaker will discuss how to facilitate dealings with U.S. Customs and Border Protection and speed customs clearance of incoming shipments. The teleconference will provide you with an increased awareness and facilitation of compliance with U.S. export regulations. Purchasing managers, attorneys, buyers, import and export coordinators, contracting and  more...

Matrimonial Considerations in Estate and Trust Planning BenefitsThis teleconference will review matrimonial implications to estate and trust planning. It will focus on the use of trusts and other estate planning techniques before marriage and during, after and before remarriage, to protect assets from matrimonial claims. Practical planning concepts; drafting considerations; income, gift and estate tax implications; and ancillary considerations will be  more...

When HOA's and the IRS Compete for Lien Property: Lien Priorities, Perfections and Foreclosure Rights ...ses, you need to understand these respective lien rights, how to recalculate the HOA's lien balance if necessary and when to not pursue collections. This teleconference will discuss a uniform approach that you can utilize to resolve these competing lien claims in favor of HOA's - and perhaps get some 'good law' on the books for HOA's nationwide. Attorneys, presidents, vice presidents, real  more...

Substance Abuse and the State Bar Disciplinary Process BenefitsThis teleconference will give an insider's view of the state bar and how it handles matters that have substance abuse as an element of a case. The program will also discuss the scientific basis for addiction and how it can impact your law practice. This program is primarily designed for attorneys. Other legal professionals may also benefit from attending.  more...

Medicare Secondary Payer Act - Protecting Medicare's Interest in Insurance Settlements BenefitsPursuant to 42 USC Section 1395y(b)(2), commonly known as the Medicare Secondary Payer Act, Medicare may not make payment for medical benefits where 'payment has been made or can reasonably be expected to be made under a workmen's compensation law or plan of the United States or a state or under an automobile or liability insurance policy or plan (including a self-insured plan) or under no  more...

Emerging Trends in Infrastructure Finance - The Stimulus and Beyond BenefitsOur nation's competitiveness has long relied on an efficient, effective and affordable infrastructure network. Over time, both private and public sector investors have played roles in developing our infrastructure. Unfortunately, as the era of government-led and government-financed infrastructure comes to an end because of diminishing resources, alternatives must be explored. Governments  more...

Changes to Cafeteria Plans: What You Need to Know to Prepare BenefitsThe IRS recently issued new rules which replaced parts of the old regulations. These new rules are exciting but require you to review and act on your old documents. The information provided will assist you in decisions for the upcoming plan year and how to prepare for the changes. Human resources and benefits managers, attorneys, controllers, CFOs finance directors, payroll managers,  more...

Nanotech Materials for Sustainable Buildings BenefitsA nanotech revolution is underway in building materials and technologies. In fact, you won't achieve truly green, sustainable buildings without some of the products emerging from this revolution. Many nanotech products are already here and you can use them with confidence. This 90-minute, nontechnical teleconference will give an overview of how nanotech is changing the full spectrum of  more...

Managing Employee Absenteeism and Tardiness ...ave policies and some of those can create restrictions on how to administer your leave policies. There are also some restrictions on disciplining employees when they appear to abuse policies. This teleconference will help companies to sort out the do's and don'ts for developing and managing an effective policy. The teleconference will also focus on how to manage the land mines, sort through the  more...

Integrated Project Delivery Principles and Building Information Modeling ...? Some that have heard about IPD and BIM may be wondering how to either ask for it in their projects or implement these principles in their firms. There are some basic concepts in IPD and BIM that can be used in every project large or small. Dialogue among the project team members is the key but without a level understanding that dialogue can fail to bring the desired results. This  more...

Form-Based Coding: An Alternative to Conventional Zoning BenefitsThis teleconference will provide a basic understanding of form-based codes: how they are different, how they can be applied and how they can help implement more sustainable communities. Lessons learned and steps toward beginning the process will provide you with a clear path toward a successful form-based code. Legal and practical considerations associated with adopting form-based zoning  more...

Documenting and Organizing LEED Projects: Lessons Learned for Better LEED Submissions ... LEED certification process to help you better understand how to organize your LEED project, how to track progress toward achieving your LEED goals and how to compose your LEED submissions. This teleconference is based on publicly available information concerning the LEED rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council.  more...

Mental Illness and the ADA BenefitsManaging employees with claimed mental conditions creates unique challenges for employers attempting to comply with the ADA. What mental impairments does the ADA protect? How does the employer know of these often invisible disabilities and of the employee's need to accommodate the condition? How does an employer accommodate conditions that cause employees to violate work rules or request  more...

Loan Modifications: Available Programs, Issues and Fundamentals ...the mortgage industry must weigh its options to determine how to maximize its return. With likely foreclosure moratoriums, decreasing home values and governmental pressure, loan modifications are becoming a necessity. This teleconference will address the latest loan modification programs available, the advantages and disadvantages of each, as well as servicing issues that may affect a  more...

Unclaimed Property Compliance: Are you Ready for the Upcoming Reporting Deadline? BenefitsIs your company ready to file your unclaimed property report by the November 1 deadline? Who within your company is responsible for ensuring compliance with the various state unclaimed property laws? Is your company currently undergoing an unclaimed property audit? If you are struggling to find the answer to any one of these important compliance questions, this teleconference is for you!  more...

Developing a Community Nonemergency Response System ...itical in these lean times. In addition, we will focus on how to develop a change management program to help ensure that changes enabled by a new call center are adhered to and results in a tangible ROI by more efficiently managing and balancing non-emergency calls, tracking citizen interactions at the enterprise and departmental levels, measuring service levels against pre-defined metrics and  more...

Developing a Pay-for-Performance Plan BenefitsPay-for-performance plans are like motherhood and apple pie - everyone agrees with the concept, but not everyone can achieve the desired results. This teleconference will present the concept of pay-for-performance and its relationship to the compensation strategy. You will learn about the various performance-based plans that can be developed within base salary and variable pay components,  more...

Pricing and Cost Analysis in Purchasing BenefitsOne of the most important and complex decisions a business or organization has to make is how much to pay for its items or services. The buying professional should be able to easily detect prices that are too high. Thus pricing decisions must be given careful consideration when buying industrial products and services. The price of a product or service should be expected to cover cost of  more...

Current Issues in CEQA BenefitsWhile others chose to fight over the reality of climate change, those of us who work on new development or projects in California only have time to fight to keep up with the enormous changes in California law and jurisprudence concerning climate change. This teleconference will provide an update on the proposed changes to the California Environmental Quality Act guidelines for mitigation  more...

Drafting Clear and Enforceable Contracts BenefitsCommercial contracts have become increasingly complex in our litigious society. Why can't contracts just be written in plain language with the common words (and sentence structures) we use in everyday conversation? The truth is - they can! This teleconference is an introductory course on drafting clear and enforceable contracts in a business environment - using language that everyone can  more...

Commercial Foreclosure Due Diligence Checklist: What to Do Before, During and After Foreclosure BenefitsWhen a commercial mortgage loan becomes troubled, even before it goes into default, the parties must quickly confront a number of issues. For the lender, it is imperative that it conduct a due diligence review of its file, the loan and the collateral as soon as possible. Should the default not be cured or the parties not be able to restructure the loan, the lender faces the options of  more...

Preparing an Accurate Form 1041 ...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 how to  more...

Online Collection Techniques: Do's and Don'ts BenefitsTechnology has changed how we communicate and do business. Debt collectors have the added challenge of trying to contact debtors who may only correspond via email or online portals. Some debtors no longer have a land line phone and only use cell phones, texting, email and instant messages to communicate. How can debt collectors face this challenge while following debt collection laws that  more...

Common Annexation Issues in Development BenefitsAnnexation is a process for the adjustment of government boundaries. Annexation can have a significant impact on the owners of the real property to be annexed, on the annexing government agency and on those who own property in the immediate area. This teleconference will discuss the pros and cons of annexation and how it is used to control development. You will gain useful information  more...

Construction Payment Remedies: Using the Right Tools ...rengths and weaknesses of each. The speakers will discuss how to mix and match remedies to fit particular needs and circumstances, as well as defenses to and limits on payment remedies. Learning Objectives: - You will be able to explain mechanics liens and related remedies. - You will be able to point out bankruptcy concerns. - You will be able to distinguish which remedies are available,  more...

Commodity Risks: How to Identify and Implement a Corporate Hedging Program BenefitsMany firms are unprepared to manage the risks associated with changes in commodity prices and their effect on the bottom line. Such firms often wonder if there is a way to manage the risk differently - could they identify the risk in advance, anticipate the impact and mitigate the changes such that their bottom line is preserved? Yes. This teleconference will help you identify the risks of  more...

Final Regulations on Shareholder and S Corporation Debt BenefitsThis teleconference will discuss the impact of the recently-finalized treasury regulations on open-account debt extended to S corporations by their shareholders. The extension of debt by shareholders to S corporations can be an effective way of producing tax basis that supports the ability of shareholders to deduct losses. The regulations now limit that ability with respect to open-account  more...

Daubert Motions: Challenging Expert Opinions BenefitsSince the U.S. Supreme Court decided Daubert v. Merrell Dow Pharmaceuticals in 1993, the federal law governing expert testimony has undergone a radical transformation. The courts of most states have also now adopted Daubert to some extent. Every litigator needs to understand the impact of Daubert and its progeny. Used properly, Daubert can be a powerful tool for excluding expert evidence.  more...

A Privacy Law Primer: What Every Attorney, Compliance and Security Officer Should Know BenefitsPrivacy and information security legislation, standards and case law are having an ever-larger impact on your relationships with your customers, clients and employees, as well as on your company's management of personal information. Issue-spotting in this area requires some familiarity with the complex state, federal and international regulatory patchwork and nongovernmental standards that  more...

From TV to Twitter: Working With the Media During a Crisis BenefitsIn today's media-intensive world, how leaders communicate during a crisis can be just as important - sometimes even more important - than how they manage the problem itself. Whether it's a natural disaster, accident, sensational crime or political controversy, the public and the media demand answers and information now, whether through traditional or new social media channels. Managing and  more...

Practical Transportation Design and Solutions: Concepts and Implementation ...ers. This teleconference will help you to 1) understand how to establish these project priorities based on a system-wide optimization model and 2) identify an approach that allows a project to achieve the maximum rate of return on investment. The cornerstone of the Kentucky practical solutions approach is system-wide performance evaluation and targeted project design goals. This approach  more...

Shop Drawings and Other Construction Submittals - Legal and Architectural Perspectives ...ity and risks in the shop drawings submittal process, and how to handle problems when they arise. In addition, this teleconference will discuss change order requests and requests for information, two other types of construction submittals which frequently lead to disputes and are fraught with risk. The presenters are a leading construction attorney and an architect who specializes in the design  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...

Curbing FMLA Abuse: How to Manage Manipulative Employees ...are employee friendly and many employees have figured out how to play the FMLA game to avoid working and being held accountable for their absences. These issues can wreak havoc on productivity in the workplace. This teleconference will help you understand what you can do to use the FMLA regulations to curb FMLA abuse. This teleconference will explain how to ensure that employees meet all of  more...

How to Legally Handle Travel Pay ...how to compensate an employee properly for time spent traveling to destinations other than a regular work site. Many companies send employees to conferences and other work sites using commercial travel and personal vehicles. This teleconference will enable you to understand how and when to compensate an employee for travel time away from a work site. You'll find out how to determine which  more...

Handling Your Post-Judgment Files ... can be confusing. In this teleconference, you will learn how to assure that your judgment is effective and can be enforced in and out of the jurisdiction where the judgment was entered. You will learn how judgment liens can be secured and enforced for maximum leverage, including registration outside of the jurisdiction. This teleconference will help you identify issues in advance of  more...

Measuring Inefficiency on a Construction Project ... managing efficiency is to understand what it is and know how to measure it. That is the objective of this teleconference. The benefits of being a part of this teleconference include an experienced instructor who will explain ways to enhance your ability to detect inefficiencies before it's too late to do anything about them, learning the best ways to measure inefficiencies and seeing how to  more...

Conducting Effective Safety Audits BenefitsAudits are a key component of an effective safety program. Just as periodic physicals can help you check how healthy you are, periodic safety audits can help evaluate the health of your safety program. This teleconference will outline the four steps you should consider in order to conduct effective safety audits. Manufacturing engineers, presidents, vice presidents, plant managers,  more...

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan ...eferral as well as 50 percent excise tax penalties. Learn how to provide the best asset protection and estate planning benefits for large retirement plans so that the valuable 'stretch out' does not become a 'blow out.' Most trusts are inadequately drafted to handle retirement plans, especially in light of the recent changes of the Pension Protection Act. New preparer penalties put an  more...

Independent Contractor Reporting ...ontractor status for both the company and the worker; and how to handle disputes over independent contractor status when they arise. Getting independent contractor status wrong can be very expensive, whether it involves one or many workers, but thoughtful advance planning can greatly limit those situations. CPAs, accountants, tax professionals, human resource managers, payroll and benefits  more...

Developing, Managing and Analyzing a Budget: Understand and Implement an Effective Budget for Better Management and Financial De BenefitsThis teleconference will show how proper planning and budgeting are the keys to success, and operating without a plan or budget is an invitation to fail. This concept holds for businesses - no matter how large or small - nonprofits and governments. Budgeting is a dynamic process, not a static one. By knowing the types of budgets and processes that have worked for others, one can create an  more...

Tax Treatment of Charitable Fundraising BenefitsFundraising for charitable organizations has become a complex business. Charities no longer hold out a tin cup and ask for donations. They engage in sophisticated activities to generate revenue for their mission and the activities have tax consequences. This teleconference will review the federal tax consequences of fundraising activities and provide specific guidance on how to avoid tax  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...

Construction Documentation: Preparing Effective Job Records ...leconference will also explain what to document, when and how to record it, and who should take responsibility for preparing various project files. This teleconference will arm you with vital information on how to prepare and maintain a proper and complete job file. Learning Objectives You will be able to propose actions taken on submittals. You will be able to interpret project meetings. You  more...

Not in My Backyard (NIMBY): Overcoming Development Resistance ...gin with an in-depth look at managing hostile audiences - how to avoid triggering angry feelings, 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  more...

Landlord and Tenant Law: Commercial Tenant Bankruptcy Considerations BenefitsIn today's uncertain economic climate, commercial tenants may find themselves with diminishing cash flows and limited resources to satisfy their obligations to their landlords, leaving both grappling with tough decisions, including whether to renegotiate the existing lease, terminate the lease or exercise other remedies upon default. This teleconference will explore the rights, remedies  more...

Workers' Compensation Metrics: Assessing and Reporting on the Success of Your Program BenefitsIn today's economy, it is especially critical to be able to assess the success of your workers' compensation program and provide meaningful reports to the C-Suite. In this teleconference, you will learn about the key metrics that can be used, where the data for these metrics may be found, sources of benchmarking information and how to most effectively present your success story to  more...

Obtaining a Portion of the Stimulus Grant Funding BenefitsThis past year the federal government has provided a significant economic stimulus program that has been primarily implemented through grant funding. The Recovery Act (American Recovery and Reinvestment Act of 2009 signed by President Obama on February 16, 2009) is the economic stimulus package of $787 billion. Because of the national scope of the economic situation, stimulus money has  more...

Lighting Design and Control for Commercial Buildings: Increase Sales, Increase Productivity and Save Energy BenefitsWhatever your business is, the proper illumination can provide paybacks that far exceed the energy saved. Studies have confirmed findings. This topic will be presented in a fast paced teleconference with many real life examples. System efficiencies, impact on other architectural systems and integrated controls will all be discussed. We will discuss daylighting, a 100 year old feature that  more...

Current Issues in Right-of-Way: Joint Ventures, Corridors and the Use of Eminent Domain BenefitsRight-of-way corridors and the use of joint ventures between private and public entities for the development of infrastructure are two of the hottest issues facing the right-of-way industry today. In this teleconference, you will learn about both of these issues and how they affect the right-of-way professional. You will also learn about the use of eminent domain to acquire right-of-way  more...

Sale-Leaseback Transactions Today: Monetizing Real Estate Assets BenefitsA troubled economy and a chilly borrowing environment require a re-thinking of how capital and debt are used in your business. Monetizing real estate assets by sale-leaseback transactions may free up needed capital to invest in your business, particularly if the real estate is undervalued. This teleconference will help you understand when and where sale-leaseback transactions on real  more...

Cracking Nuts: Locating Hidden and Transferred Assets ... ball! This teleconference is for those who want to learn how to pierce the corporate veil, pursue alter ego corporations, and levy on hidden assets and collect despite fraudulent transfers, elusive debtors, lying corporate officers and shifty owners. Mr. Bailey has successfully used aggressive pre-judgment and post judgment remedies to shut down pump and dump stock fraud, seize money, secure  more...

Providing Investment Advice to Retirement Plan Participants Without Triggering Liability ...ionals, 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 rapidly changing. The Obama Administration has twice delayed the effective date of the final investment advice regulations under the Pension Protection Act,  more...

Building Green Without Losing Green: Managing Risk in Sustainable Design and Construction Contracts ...isk in the green development context. You will also learn how to manage and mitigate emerging risks present in green design and construction contracts. Contractual risk mitigation will be analyzed from the perspective of both the owner/developer and the design/construction professional. This teleconference will also review examples of asserted green claims and relate such claims to previously  more...

Lawful Hiring ...d explaining the laws 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  more...

Dress Code Liabilities ...how to deal with complicated and sensitive issues involving how employees dress, the number and type of jewelry worn by employees, and the number and type of tattoos visible on employees while at work. This teleconference will explore the pros and cons of different options in written policies and discuss different approaches in dealing with these types of situations. The teleconference will  more...

Managing Post-Construction Claims ...s that inevitably arise. This teleconference will explore how to manage such claims, focusing on identifying and addressing the particular issues that have the potential to minimize the adverse impact of post-construction claims. You will be able to discuss physical failures and warranty issues. You will be able to point out code violations. You will be able to recognize difficult issues in  more...

Minimize Risk with Legal Case, Matter and Practice Management Systems BenefitsCase, matter, and practice management systems and processes will help your practice become more efficient and effective in all aspects of operating your practice and addressing the needs of clients. Whether you are a litigator or a transactional attorney, in private practice or in a legal department, this seminar will focus on the functions and advantages of case, matter, and practice  more...

Cash Is King: Effective Cash Flow Management BenefitsA balance sheet is often described as a snapshot of your financial situation at a single point in time. (Think of it as the balance in your personal checking account.) An income statement summarizes revenue, expenses and net income for the entire year or other period of time. Both of these financial statements are important tools to measure the success of your business but do little to  more...

Excel Formulas and Functions De-Mystified: Manage Your Excel Worksheets With Power and Confidence as You Master Formulas and Fun ...one using Excel invariably needs to create and understand how to use formulas and functions. For some Excel users, it is the centerpiece of what they do on daily basis. Many Excel formulas involve simple mathematical constructions using addition, subtraction, multiplication and division, but sometimes you need more complex formulas to reach an answer. Excel has more than 300 built-in functions  more...

Effective Job Rotation Programs: Development and Implementation BenefitsThere is little argument that job rotations, stretch assignments and on-the-job development projects are some of the most effective development tools in the talent management arsenal today. However, the design of many programs currently in operation date back to a time when the speed of organizational change was much slower than it is today, when the pressures of global competition were  more...

Understanding the Complexities of OCIPs and CCIPs Insurance Programs BenefitsOwner-controlled insurance programs and contractor-controlled insurance programs, sometimes referred to as wrap-ups, are becoming more popular, as they can result in significant savings if properly structured and managed. While historically available only on the largest of projects, more recently these programs have been used on projects as small as $25 million in construction costs.  more...

Current Issues in Attributional and Agency Nexus BenefitsA state's ability to impose taxes on a multistate business is limited by nexus standards rooted in the U.S. Constitution. In 1992, the U.S. Supreme Court reaffirmed its longstanding rule and held in Quill Corp. v. North Dakota that nexus requires some form of physical presence in the taxing state. However, physical presence is not limited only to direct presence. It may also be established  more...

Making Revisions to Closed Medical Records ...ence will enable health information professionals to know how to respond to requests to revise closed records, to know what is required for individual rights under HIPAA, and to know what belongs in any organization's procedures for revising closed medical records. You will also learn about issues pertaining to electronic records and revisions, including the HIPAA Security Rule and recent  more...

Successful Strategies for Shortening the Sales Cycle BenefitsIf we could take more control and shorten the sales cycle, we would earn more money, sell more and make our companies more profitable. In this teleconference, you will learn how to analyze your sales process and actively engage the prospect with each and every contact.  more...

Automated Meter Reading and Advanced Metering Infrastructure: A Guide for Municipal Water and Energy Utilities ...l 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 to differentiate between alternative deployment and migration strategies. - You will be able to give examples on how to procure the best AMR/AMI system at a lower cost. - You will be able to integrate AMI  more...

Effective Management of Off-Site Employees BenefitsHaving employees telecommute 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  more...

Product Development Metrics for Manufacturers: Measuring Your Productivity BenefitsR D and product development organizations are behind transaction processing and operations functions in their understanding of measurement and its place in the organization. Six Sigma and Lean initiatives have facilitated great improvements in corporations without significantly benefiting most marketing, R D and product development organizations. Inventive professionals resist measurement  more...

Legal Construction Issues in Connection With Office Condominiums ...mpany - find out exactly what the critical issues are and how to best handle them. You'll gain the practical insight you need to deal with any challenges that come you way, including tips on how to get a corporate loan for an office condominium. Don't wait - register today to make sure you stay on the cutting edge of your field. Learning Objectives - You will be able to create a budget and  more...

Employment Law Compliance: Disciplining or Terminating a Workers' Comp Claimant BenefitsWhether due to legitimate injury or goldbricking, there is no debating that employee absences cost employers in lost productivity, missed deadlines, supervisor stress and tension among co-workers who are required to pick up the slack. Often an employer's plan to discipline or discharge is put on hold when the employee goes out on leave. How can employers deal with these situations? This  more...

Construction Project Management in Remote Locations: Site Considerations and Unique Challenges BenefitsClients that are developing projects in remote locations are increasingly demanding comprehensive design-build solutions for projects where the defined scope is often little more than a half-page concept of the desired output or regulatory result. The client expectations: technical and commercial analysis, scope of work development, a detailed execution plan, a detailed CPM schedule with  more...

Metadata Scrubbing and Mining - Legal, Ethical and Practical Implications ...ttend this teleconference and you'll learn from an expert how to do your best to eliminate the malpractice and ethical exposures arising from metadata in word processing, spreadsheet, presentation and PDF files. You'll find out how to render your electronic documents metadata-free, when appropriate. You will also discover how to deal with opposing counsel's and adverse parties' metadata that  more...

Pervious Concrete - The Pavement That Drinks! BenefitsPervious concrete is an innovative building material with many environmental, economic and structural advantages. The proper use of pervious concrete is a recognized best management practice by the U.S. Environmental Protection Agency for providing first-flush pollution control and storm water management. Property owners and developers can also reduce fees and enhance the bottom line by  more...

Current Trends in Carbon Credits and Markets BenefitsThe world of greenhouse gas regulation is increasingly complex. International, national, state and regional greenhouse gas reduction programs typically include carbon offsets or allowances as one of the tools to achieve compliance. This teleconference will help those who are involved with and responsible for climate change programs and compliance to understand the nature, use and value of  more...

ALTA Policy, Endorsements and Transaction Strategies with Title Insurance BenefitsThis teleconference will examine the role of title insurance in real estate transactions and review policy forms, with an emphasis on the 2006 ALTA Policy. Using the commitment for title insurance, the course will discuss how counsel, investors and lenders can avoid title pitfalls and coverage gaps, expedite a pre-closing response to coverage requests, and ultimately enhance coverage.  more...

5 Principles for Successful Design-Build Projects ...tems differ from the traditional design-bid-build system, how to evaluate whether design-build may be advantageous for your particular situation and project, how to structure a design-build approach to maximize the probability of a successful project in either the private or the public sector and how to select an appropriate contract format. Learning Objectives - You will be able to propose  more...

Using Green Strategies for Your Business to Increase Your Profits BenefitsEven though times are tough, companies with green products and services are weathering the storm better, and are better positioned for the future. CEO's of many of the largest corporations say sustainability is just as relevant during this economic crisis, if not more so (source: World Business Council on Sustainable Development). Obama's Stimulus Plan is focused on green jobs and  more...

When Worlds Collide - Bankruptcy and Probate BenefitsUntil the U. S. Supreme Court's 2006 decision in Marshall v. Marshall, 547 U.S. 293 (2006), there was a common belief among many bankruptcy and probate practitioners that the so-called probate exception to federal jurisdiction served to prevent bankruptcy courts from adjudicating any matters that were related, even only slightly, to a probate estate. In giving a very narrow interpretation  more...

Effective UCC Search Strategies to Minimize Risk ...remain regarding what name to search, where to search and how to deal with past transactions conducted by the debtor's predecessors in interest or by the debtor under prior names or in prior locations. In addition, other liens not governed by Article 9 must be taken into account and those liens are not held to the same standards that affect searchability as Article 9 security interests.  more...

Valuation and Reporting of Gifts and Service Donations BenefitsAs not-for-profits continue to face challenges related to raising money, they are becoming more creative in soliciting donations, resulting in more donations of noncash assets and greater restrictions on contributions received. This is occurring at the same time that there is a higher focus on the definition of fair value. Contributions of gifts and services should be measured at the fair  more...

Collection Issues for Attorneys: Practical and Ethical Considerations ...esigned to provide you with practical and ethical methods how to best avoid this potential problem. The teleconference explains that the best way to avoid problems with getting paid is to establish an effective business intake system through investigation of the client, the use of engagement letters and adequate retainers. Also, intake is only the first step. The teleconference will explain how  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...

Chapter 13 Bankruptcy Procedures: What You Need to Know BenefitsBankruptcies are a fact of life and with the new bankruptcy amendments, Chapter 13s are taking a bigger slice of the consumer bankruptcy pie. This teleconference will discuss the Chapter 13 process and how it differs from Chapter 7 bankruptcies. It details the structure of the typical Chapter 13 case and presents pointers on maximizing the recovery of you and your client. This  more...

Effective Use of Medical Records in Personal Injury Litigation ...your case persuasively, you must have an understanding of how to collect medical records, how to use them during discovery and how to present them to a jury. This teleconference discusses both plaintiff and defendant perspectives, and it will explain the role of medical evidence in the context of personal injury litigation and how to integrate medical records into your case. This program is  more...

ADA Update: Overview of Americans with Disabilities Act and Practical Implications for Employers BenefitsThe ADA Amendments Act of 2008 takes effect January 1, 2009. The new amendments substantially alter and expand the definition of disabled under the ADA and who might be protected. This teleconference will review the ADA amendments and related issues, provide you with practical advice on how to comply with the ADA, and address common ADA and employment issues that may be impacted by the new  more...

Combating Rising Construction Costs BenefitsRising construction costs are a fact of life. Budget overruns are frequent occurrences. When costs rise, someone pays - how can you avoid being the one who pays? A savvy construction business person can take many steps along the way to apportion the risks of construction in a way to ensure that his or her company avoids getting stuck with the bill for escalating costs. Some of the most  more...

GASB Statement No. 51: Rules for Intangible Assets Come to Governmental Entities ... 51 changes this situation. We now have specific rules on how to account and report for these types of assets. These rules go beyond what is typically found in the private sector as it includes internally generated intangible assets, including computer software. This teleconference will examine in detail the requirements of GASB Statement No. 51 and explain the ins and outs of accounting and  more...

Managing External Health Information ...alth care providers remain frustrated and uncertain about how to handle external health information. This information may come in the form of unsolicited health information - i.e., information that is volunteered by patients or by other health care providers, either at the time the patient arrives for treatment or thereafter - and in some cases even after the patient has been discharged. It may  more...

Storm Water Best Management Practice (BMP) Inspection and Maintenance ... linear projects. - You will be able to integrate tips on how to select and design BMPs with maintenance in mind. - You will be able to list technologies to help manage multiple storm water or BMPs at multiple facilities. Engineers, public works and utilities directors, government officials, planners, construction and project managers, presidents, vice presidents, business owners and  more...

Motor Vehicle Searches: Impact of the Arizona v. Gant Decision BenefitsThe United States Supreme Court in Arizona v. Gant, 556 U.S. ___ (2009) changed the way police must handle the search of an automobile incident to an arrest. For nearly as long as the automobile has existed, the Supreme Court has found an exception to the general Fourth Amendment warrant requirement for the search of cars if the search is based upon probable cause. See Carroll v. United  more...

How Letters of Credit Work and Why Sometimes They Don't BenefitsThis teleconference will walk you through the steps in the life of a letter of credit, identifying pitfalls along the way. The teleconference will review and illustrate fundamental principles using real-life examples. Our presenter will explain how these principles apply to both commercial and standby letters of credit and how these two types differ. In particular, you'll learn why letters  more...

Best Practices to Manage Your Multistate Payroll ...e payroll pitfalls explaining in practical terms not only how to calculate the taxability of employee benefits but how to structure your benefits to be nontaxable. Finally the teleconference will spell out the significant differences between state and federal laws with respect to overtime, taxable income, break periods and garnishments. We will answer common questions such as 'Which state laws  more...

Surface Parking Lots Development and Design ...ts, engineers, developers and contractors. You will learn how to acquire a potential property, how to design and maintain surface parking lots. This teleconference will not only devote time to surface features, such as pavements, drainage and striping, it will also discuss the importance of paying attention to soil preparation and pavement foundation. Learning Objectives - You will be able to  more...

Effective Auditing of Physicians' Notes ...us for this teleconference during which we will teach you how to audit physician notes from your own practice. We will cover all aspects of coding for evaluation and management services, and the appropriate documentation of these services. We will provide you with sample audit forms and even assist you with the development of a documentation compliance program within your practice. Most  more...

Business Combinations and Goodwill: What Is the Latest With Fair Value? ...ancial reporting. The teleconference will also delve into how to effectively use an outside valuations specialist for financial reporting purposes. Finally, the teleconference will discuss how auditors may review the work of outside valuations specialists for financial reporting purposes and the relationship between management, their outside auditor and the valuation specialist. Independent  more...

Practical and Legal Aspects of Real Estate Auctions nIn today's uncertain real estate economy, many real estate developers, investors and fiduciaries are holding surplus inventory with poor turnover performance and a grim outlook on return on investment. The carrying costs to maintain the property during a lengthy conventional brokerage sale weaken the asset's physical properties and investment potential. Real estate auctions have been a viable  more...

Understanding the New Penalties for Tax Preparers nSignificant changes have been made to the preparer penalty of IRC §6694 since 2007. The standard of care needed to avoid the penalty has been raised, the penalty is greater and the reach of the penalty is broader. In addition, there are various other penalties and rules of conduct you must be aware of and new guidance has been issued in several of these areas in the past year. It is imperative  more...

Introduction to New ICD-10 Coding: Preparing for Implementation nThe International Classification of Disease and Operations, Ninth Edition has out-lived its usefulness for capturing morbidity and mortality amongst the world population. Most developed nations transitioned to ICD-10 several years ago, but because of the tie of ICD-9-CM to payments in the United States there have been a series of delays in the US implementation. As the US moves a lightening speed  more...

How to Write an Effective Credit Policy nThis teleconference will help you establish and adhere to a corporate credit policy. You will receive a template outlining the scope of the credit policy, defining areas that must be addressed to create a comprehensive policy, and delineating the areas of responsibility and accountability required to create a credit department that is effective and responsive to company needs. This will be  more...

Statement on Auditing Standards No. 104 - No. 111 Risk Assessment Standards ...n addition, this will provide auditors recommendations on how to become more efficient and effective in their application of these standards leading to less time required to implement the standards and a greater realization on audits. Since the majority of auditors may be working with smaller businesses, this teleconference will include situations encountered with companies that have limited  more...

Building Information Modeling: Planning, Design and Legal Considerations nWhether you are an owner, a designer or a builder, you 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  more...

Benchmarking your Health Benefit Program: How Do You Stack Up? nInformation is power. You can increase your competitiveness by knowing the kinds and the quality of health insurance other employers are offering. Measuring your health plan against meaningful benchmarks will help fuel your strategies not only for reducing cost, but also for recruiting, employee retention and health plan design. n nThis teleconference will work through several methods to  more...

Paid Sick Leave Update: Policies and Procedures in an Evolving Workplace nMany employers voluntarily provide their employees with paid sick leave. Increasingly, however, states and localities are dictating that employers allow employees to use these voluntarily-provided paid sick leave benefits for reasons beyond those covered by the employer's program. In some cases, states and localities have begun to mandate that employers provide employees with a minimum paid sick  more...

Construction Contract Accounting: A Three-Dimensional Look at the Numbers ...ccounting - financial, tax and internal/management. Learn how to combine the different methods to get a three-dimensional view of your construction business and improve your financial condition. n nLearning Objectives n- You will be able to identify 3P and 3D. n- You will be able to generate accurate accounting to third-parties. n- You will be able to identify contract costs. n- You will be  more...

Design Codes and Standards for Noise Control ... This teleconference will provide you with information on how to use building design to control sound and noise. The session will discuss the general nature of acoustics problems, the design tools to avoid such problems, and obligatory performance goals and the nature of applicable standards. These standards relate to common interior noise sources for commercial, residential and educational  more...

Understanding the Role and Powers of the Trust Protector nThink of how far society and trusts have evolved in just the last 100 years. How can we anticipate what changes lie ahead of us from both a tax and nontax perspective? Is the movement towards multigenerational trusts pushing the planning horizon many years past the point most estate planners were trained to envision? This teleconference will identify those unintended consequences and discuss how  more...

FCRA and FACT Act Regulatory and Litigation Update 2009 nIn the last year, new federal rules under the Fair Credit Reporting Act and Fair and Accurate Credit Transactions Act have become effective. These rules restrict cross-marketing by financial institutions and other companies; impose new requirements on companies that use credit reports; and require lenders and others to establish new fraud prevention programs. In addition, a spate of federal court  more...

Staying Compliant with the Medicare Incident-To Rules nAt a time when every medical practice dollar counts, the Medicare incident-to billing rules can enable physicians to capture revenue from common services performed by office staff. The incident-to rules, while simple on their face, can be complex in their application and failing to follow each element of the rules can result in overpayments and even false claims liability. Knowing the rules and  more...

Utilizing Settlement and Severance Packages Properly nFor HR professionals and CFOs, this teleconference is a must. As companies face ongoing reductions in force, mass layoffs and performance-based terminations, this teleconference will tell you what you need to do in planning terminations both as reductions in force and other terminations. You will learn how to decide the appropriate severance and what should be contained in the severance agreement  more...

Construction Site Hazard Prevention ...nference will help you achieve that goal by understanding how to evaluate your current program and how to identify opportunities to develop a proactive system involving the establishment and communication of best practices, and employee participation in identifying and mitigating hazards before an injury can occur. n nLearning Objectives n- You will be able to formulate a company philosophy  more...

Preventing Workers' Compensation Abuse nNationwide, workers' compensation abuse costs the insurance industry billions of dollars each year. It is sometimes called "The Hidden Tax" because each of us absorbs these monies in the costs of goods and services each year. This teleconference will give you a better understanding of workers' compensation abuse, keys to a successful investigation and how to avoid claim pitfalls. This  more...

How To Prevent Construction Projects From Going Bad ...rstanding of the pitfalls of the construction process and how to meet them head on. It will provide a summary level discussion of the aspects of construction that can often lead to a bad project and of the fundamentals necessary to implement a successful project. n nTopic areas will include a discussion on defining success and how to plan for it from both the perspective of the owner and the  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...

Developing an Effective Property Management Plan nThe world of real estate and finance has changed dramatically. Are you interested in making more money? Having more free time? Living life with less stress? If you are a professional HOA property or community manager, or if you are thinking of becoming a HOA property manager, you will want to know what's new in property management. Become acquainted with the newest technology and how you can  more...

Escrow Basics: The Keys to Successful Real Property Closings ...ou with the knowledge to obtain this goal but MUCH MORE - how to make it a successful, memorable and pleasant experience. Learn what escrow is, its role and the closing process. Both loan and sale escrow transaction are covered with emphasis on our current economy's most common escrows (REOs, bank owned and short sales) and how they compare to the traditional seller/buyer escrows. RESPA  more...

Drafting Trusts in Estate Planning ...rence will help you address all of these issues. Find out how to avoid probate, especially lifetime probate. Learn about the flexibility that our estate and gift tax laws provide, if only the taxpayer plans ahead. Acquire tools to prevent children's spouses and the surviving spouse's new spouse from obtaining legal rights to clients' family money. Help clients protect their beneficiaries'  more...

SAS 70 Requirements, Obligations, and Audit Survival Best Practices nToday's regulatory requirements are forcing corporate customers to become more aware of their vendors' internal controls and security than ever before. Maintaining an up-to-date SAS 70 report based on an audit of the effectiveness your organization's control objectives and activities can help satisfy these customers' concerns. To successfully navigate the SAS 70 audit process, it is important to  more...

Understanding the Language of Mold Assessment Reports nLaymen and professionals who do not deal with mold assessment reports on a regular basis are likely to struggle with understanding the language presented in a mold assessment report. They may be prone to accepting the written word of the consultant at face value, without question. This would be a mistake for anyone. For others it could be considered negligent and result in liability. Far too many  more...

Understanding Legal Issues with Construction Subcontracts ...esirability of bidding upon or taking a specific job, and how to protect yourself from unforeseen or unanticipated loss. n nLearning Objectives n- You will be able to predict the risk the subcontractor is assuming in contract. n- You will be able to recognize the risk subcontractors take on while bidding or taking on specific jobs. n- You will be able to discuss dispute resolution and implied  more...

Using Failure Mode and Effects Analysis to Reduce Defects, Improve Quality and Make More Money nFailure modes and effects analysis is an increasingly popular tool that must be mastered by Lean Six Sigma professionals and can be used in every type of organization to reduce defects, improve quality and make more money! n nThis easy tool asks these simple questions: n- What can go wrong? n- Where can it go wrong? n- How bad will it be? n- Can we see it coming? n- Should we try to prevent  more...

Presenteeism: Measurement and Intervention Issues for Employers and Health Plans nProductivity is fast becoming an even more vital issue to the business world. Presenteeism, or work loss due to underlying health conditions when individuals remain at work, is one important facet of productivity. One study found that approximately 6 percent of a global company's total compensation (salaries, wages and all benefit costs) were lost due to presenteeism. Work site wellness programs  more...

Understanding Pregnancy Leave and Return to Work Issues nUnder federal and state law, employers must not treat pregnant employees any differently from other employees. But, what exactly does this mean? Questions often arise as to how much leave a woman may take, what her rights are when she is on leave and what rights does she have when she returns to work. Employers often times are unwittingly violating the law. This teleconference will help you avoid  more...

Green Roof Sustainable Design Techniques nIt is essential that customers for green roofs appreciate the importance of their decisions to achieving wished-for benefits. Design choices do have implications. All green roof assemblies will not confer equivalent benefits. This teleconference will explain how specific aspects of a green roof design will affect long term waterproofing performance, storm water runoff, energy requirements and  more...

FDIC's Role When a Financial Institution Fails: What Businesses and Bankers Need to Know nThe FDIC is modernizing its current business processes and procedures for determining deposit insurance coverage in the event of a failure of one of the largest insured depository institutions. This teleconference will provide you with information on the complex rules governing FDIC insurance coverage and how to maximize FDIC coverage. The coverage rules, the new rules recently passed and  more...

Patients' Rights Update nHealth care providers, particularly long term care providers, mental health providers and hospices, have become increasingly aware of patients' rights concerns in recent years. Many states have passed bills of rights for their residents living in mental health, skilled nursed or other health care facilities. These bills of rights cover basic and not so basic concerns. From the right to be treated  more...

Successful Strategies for Controlling Workers' Compensation Costs nMaintaining workers' compensation insurance is a necessary cost of business, but how do you stop the costs from spinning out of control? An effective workers' compensation program will utilize the available remedies to achieve the goals of reducing injuries, reducing benefit payment and reducing unsuccessful litigation results. This 90-minute teleconference will review the myths and  more...

Brownfield Redevelopment and LEED. in 2009 - What Happens When You Mix Green and Brown? nThis teleconference will help you understand the contributing factors to ROI of the maturing green building practices on brownfields. Many professionals in the real estate investment business have witnessed how the redevelopment of brownfields has increased over time due to the market realizing the ability to make a return on investment on contaminated properties. In effect, the value of a  more...

Creating Investment Policies For Your Nonprofit: Risk Tolerance, Reserve Funds and Portfolio Management Capacity nEstablishing and maintaining investment policies that fall in line with the needs, risk tolerance and portfolio management capacity of your organization are critical to its success. At this teleconference we will take 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  more...

Tax Law Research Best Practices nResearching tax issues involves an understanding of a complex 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  more...

2009 Updates to the International Residential Codes nSignificant changes to the 2009 International Residential Code lie ahead for many in the construction industry. Some of the changes will be controversial as jurisdictions will have to choose whether or not to adopt the new codes, such as residential fire code provisions, as system manufacturers and installers work to keep up with the mandates. Some professionals view the changes as unnecessary,  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...

IRS Form 941 Reporting Update nThe IRS collects hundreds of billions of dollars of employment taxes each year - more than any other source of revenue. Form 941 and related forms lie at the heart of the IRS's employment tax collection system. Much of the administrative burden under that system falls on employers. An employer's failure to understand and comply with its obligations can result in IRS assessments, audits and  more...

Effective Utilization of Employee Waivers nEffective employee waivers establish employee expectations and protect employers from liability for employment-related claims such as discrimination, harassment and retaliation, as well as contract claims and tort claims such as defamation and invasion of privacy. Pre-employment waivers put employees on notice of employment screens such as background checks and drug testing. During employment,  more...

Convergence of Estate Planning, Trust Administration and Financial Advice nIn the current volatile and uncertain economic climate, estate planning advisors and their clients need to re-examine conventional estate planning wisdom, better understand how fiduciary performance will be tested and evaluated, and more carefully assess the perceived benefits and actual risks of a variety of investment types within planning structures.  more...