Information Telephone Seminars - Training Resources

Current Issues in Real Estate Title and Title Insurance ...nd-bolts program designed to give you real life practical information to facilitate the closing of commercial and residential real estate transactions. You'll gain insight into the workings of the title industry to better prepare you to anticipate problems and assist in developing solutions to ultimately close the transaction. This teleconference will progress from basic concepts to title  more...

Drafting Document Retention Policies ... significant. A corporation may lose significant business information required for on-going business needs. It may also be subjected to civil sanctions, including exclusion of evidence, monetary penalties, adverse inference jury instructions and default judgment, as well as the more serious potential for criminal liability. Indeed, several courts have made clear that a corporation's failure to  more...

Understanding LEED for Sustainable Building ... LEED versions is no longer permitted (c. June 2009). The information in this teleconference is important to anyone involved with major green building projects 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. LEED is a registered trademark of U.S.  more...

Understanding the Apportionment Rules for Service-Based Businesses BenefitsApportionment of income for state tax purposes is 'where the rubber meets the road.' That is to say, the complex and varied rules for determining a taxpayer's state income tax apportionment percentage can provide opportunities - with careful planning - for state tax minimization or create traps - without such planning - that lead to multiple taxation. Service-based businesses face  more...

Claims Management Techniques in Workers' Compensation Cases BenefitsThe aftermath of a workplace accident produces difficult and costly ramifications for management personnel in all business and industries. Many parties are involved in every aspect of a claim, including your insurance carrier or servicing agent and counsel, but each of them has to be dealt with in a very different manner. You will learn how to successfully investigate an accident and use  more...

Implementing a Health Risk Assessment for Your Health Plan: What Works, What Doesn't, What's Legal ...'Aren't there a lot of legal issues with gathering health information about employees?' This teleconference will allow you to begin the process of implementing a health risk assessment as part of your company health plan or wellness program. Learn about health risk assessment goals and expected outcomes, common design issues and encouraging participation, offering rewards and penalties,  more...

New Technology and the Fair Debt Collections Practices Act ...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 collection industry. This teleconference will  more...

California's New State Court E-Discovery Rules: Do Try This At Home ...ivil litigation's critical arena of electronically stored information. At this teleconference, you will participate in an intensive, practical discussion with an expert as to the new rules' apparent impacts on process and strategy as to discovery requests directed to both parties and nonparties, discoverability of data that is not reasonably accessible, sanctions for noncompliance,  more...

Discover the Secrets of Microsoft(R) Excel Pivot Tables ...presentation possibilities. To create good, quick summary information for analytical purposes, nothing beats a pivot table. This teleconference will demonstrate the use of pivot tables in Excel version 2007 (with occasional references to the 2003 version) and will include GoToWebinar interactive component. MICROSOFT is a registered trademark of Microsoft Corporation and this event is not  more...

Building Preservation: Preventive Measures to Combat Deterioration ...ith condition assessment and repairs or renovations? This information-packed teleconference will cover the nuts and bolts of repair and maintenance of historic, landmarked and old building exteriors. We will help you understand 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  more...

Best Practices in Nursing Documentation: Writing Effective and Legal Proof Notes ...re a reality that has not yet fully come to fruition. The information documented about a patient will live on and be seen by a multitude of individuals. It has become even more important to document accurately, succinctly, intelligibly and professionally. This teleconference will place documentation of patient care in its rightful place, summarize its multiple purposes, describe appropriate  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 ...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 access. The issue for sales professionals: If you are not able to reach your prospect directly you will sell nothing. Everything in  more...

EPA's Rules on Compensatory Mitigation for Impact on Wetlands, Streams and Other Waters ...e Section 404 program, including new requirements for the information in a permit application and in public notices. This teleconference will describe the new rules, explain the most important changes from the old rules and give you practical tips on complying with the new approach to compensatory mitigation - a must for developers, consultants and attorneys in the field. Learning Objectives -  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...

Powers of Attorney: Medical Records Release Concerns ...dical practices understand that each day, personal health information is transmitted in various forms between hospitals, doctors, attorneys, insurance companies, patients, and their lawyers and families. With increasing reliance on electronic medical records, health information can be transmitted with minimal effort. However, health information requests become more confusing and less  more...

Current Work Product Issues in Taxation: Preservation, Waiver and Tax Accrual Work Papers ...aining work product protection of sensitive documents and information prepared by counsel. The documents at issue, such as tax accrual workpapers, litigation analyses and internal investigation materials, are often roadmaps for the companies adversaries. Challenges to work product protection come from many directions, including private litigants, prosecutors and regulators and, as the recent  more...

How to Successfully Identify, Propose, Win and Manage Government Contracts ...isition lifecycle. It also helps you understand necessary information regarding the regulations and guidelines governing the federal acquisition process. Further, this teleconference provides valuable information about the numerous free tools and resources available to companies wishing to do business with the federal government. This teleconference distils this mountain of information and  more...

Noncompetition Agreements for the HR Professional: Protecting the Company's Business Resources? ...hing in on the employer's investment in relationships and information. Quite simply, the most effective way to protect your company's resources against the actions of departing employees is the noncompete agreement. But effectively using noncompetes requires knowledge of your and other states' laws, and good decisions both in the design and enforcement of the noncompetes. This teleconference  more...

IRS Form 1099 Reporting Update BenefitsThis innovative teleconference will provide the required knowledge to prepare the mandatory reporting of various Form 1099s. By following the practices discussed within this teleconference you and your client's business entities will be provided with the knowledge that will avoid costly penalties assessed by the Internal Revenue Service had you previously chosen to ignore the proper  more...

Utilizing Graphs and Charts in Microsoft Excel ...sAny Excel user who needs quick methods to show numerical information in a visual way needs to know the basics of chart 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  more...

Medical Records Releases, Retention and Confidentiality Requirements ...in the confidentiality and restrict the disclosure of the information. Complex and overlapping rules and regulations impose rigid requirements that must be met before information is released, and require medical record repositories to retain the records for often-conflicting time periods. This teleconference will outline the sources of the laws and regulations that govern the ability and duty  more...

Workplace Accident Investigations for the HR Professional BenefitsAttend this teleconference and learn 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  more...

Probate and Estate Tax Return Preparation for Paralegals ...ax returns (Form 706) for your clients or just gather the information for the preparer, this teleconference introduces you to the process and will teach what needs to be done and how to do it. This teleconference includes a practical checklist for gathering the necessary information and demonstrates the application of the work by describing where the information is used on Form 706. This nuts  more...

Skip Tracing: Three Types of Skips BenefitsIt's true that anyone can do skip-tracing - but to do it properly, you need to know more than the raw mechanics. At this teleconference you'll learn the practical techniques you can use to finally find who you're looking for. You'll get insider secrets from a renowned skip-tracing expert. Discover the no-nonsense tools you need to perform database searches, get valuable information and  more...

Construction Joint Ventures: Benefits and Pitfalls BenefitsConstruction joint ventures, properly conceived and implemented, enhance the marketing opportunities and organizational assets of the individual joint venturers, thereby enabling the joint venture to obtain and successfully complete larger, more complex projects than those the joint venturers could undertake individually. Construction joint ventures are excellent vehicles for combining  more...

Reading and Understanding Soil Reports ...und within the soils report, what is really the important information you need to get out of a soils report and what is the next step after receiving the soils information. Soils reports can be used in the earlier of middle stages of design and construction phases of a project. Findings from soils reports may also lead to acquiring permits. This teleconference is critical for those who need to  more...

Medical Records: Responding to Subpoenas and Investigations ...ility risks. Attend this teleconference and gain critical information on confidentiality, disclosure, documentation requirements and HIPAA issues you face every day. You'll learn everything you need to know to deal with the changing legal landscape and avoid putting yourself at risk. Don't miss this opportunity to broaden your knowledge of how to handle medical records properly and protect  more...

New Federal Rule of Evidence 502 - Preservation or Waiver of the Attorney Client Privilege and Work Product Protection in Federa BenefitsKnowing and preserving the attorney-client privilege and work product protection is a fundamental for most litigators. Rule 502 of the Federal Rules of Evidence has been adopted to clarify and resolve a common dispute regarding the effects of certain disclosures otherwise protected by the privilege or work product, including inadvertent disclosures and the agreement of the parties  more...

Implications of the Stimulus Package on HIPAA ...tial 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, including new requirements for restricting and accounting of  more...

IRS Form 5471: Information Return for U.S. Persons With Respect to Certain Foreign Corporations ...1 for every foreign corporation that you own. Although an information return, the Form 5471 is the place the IRS starts when auditing U.S. businesses that own foreign corporations. As a result, the proper preparation of the Form 5471 will offer the opportunity to document your planning as well as make that planning audit proof. In this teleconference, you will learn the law behind and the  more...

Understanding Your Summary Plan Descriptions ...and welfare benefit plans. The SPD must include important information regarding the plan, such as information on how the plan works, eligibility requirements, what benefits the plan provides and how those benefits may be obtained. The Summary of Material Modification describes changes made to the plan and changes in the information in the SPD. This teleconference will help you understand what a  more...

Updated Best Practices for Legal Holds In Civil, Criminal & Business Contexts ...gators 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 clients in planning for proceedings that require preservation of documents and electronically stored information. Specific approaches may differ. But the clear best practice for legal holds is to spend some time  more...

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

Microsoft Outlook 2007 Tips and Tricks ...information manager but many users are overwhelmed by the features and options available and never take full advantage of the potential it offers for managing email, calendar and contacts. They don't discover the time-saving shortcuts Outlook provides or utilize the many options included in Outlook. This teleconference offers a quick course in using Microsoft Outlook, showing users how to use  more...

Taking and Defending Effective Depositions ...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 teleconference are tips on how to prepare for a deposition as well as solutions to common problems that often arise. You will also learn techniques on deposing a lay witness. This program is  more...

Trucking Litigation ....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 finish. Hear how new cases and regulations may affect your clients. This is one teleconference you will not want to miss. Whether you are a veteran of many commercial motor carrier cases or new to the industry,  more...

Legal Overview of Financial Records: Obtaining and Understanding the Information ...signed to help you understand various options in securing information, interpreting that information and making use of it to determine the actual funds available for support. A lack of understanding of how to interpret financial documents and tax returns can lose your client a great deal of money and expose the attorney to a grievance process or even a malpractice suit. Because of the target  more...

Contractor Selection BenefitsIn today's difficult financial times when construction is considered, it is vital to have the best construction team members available. While design professionals, lenders and other professionals are important for a successful project, in these 'watch the bottom line' times, the contractor you place in charge of the work is the most important person on the project. This teleconference will  more...

LEED Tax Incentives and Credits for Green Buildings ...dits. 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. Learning Objectives: - You will be able to list federal, state and utility incentives and rebates. - You will be able to discuss financing and loan programs. - You will be able to explain the  more...

Data Mapping and Electronic Information Management (EIM) - Risk Management for Daily Efficiency and Litigation-Preparedness ... every organization to know as much as possible about the information it creates, stores, receives and maintains. As an attendee 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  more...

Today's Legal Medical Record - A Hybrid Record ...nefitsThe 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...

Determining Meaningful Use for Electronic Health Records ... incentives for health care providers to implement health information technology provided they demonstrate 'meaningful use' of a 'certified' electronic health record. This teleconference is intended to provide you with a timely update on the federal government's requirements for 'meaningful use' for eligibility for stimulus funding. Topics will include the latest criteria for 'meaningful use'  more...

Pupil Records: Rules, Responsibilities and Requirements ...f their class for an upcoming article. Do you provide the information and if so, do you need parental consent? What if the request was for the bottom 5 percent? 3. Student has been injured in an auto accident and litigation ensues. The party opposing the student's claim for damages subpoenas the student's records. How do you respond? 4. Estranged father calls from out of state and requests a  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...

Preparing for Medicaid Audits BenefitsThe current and future state of Medicaid audits - are you and your clients adequately prepared? The Medicaid program is a state's most significant health care expense and, in many instances, one of its largest budgetary items. It is the health insurer of last resort for children and the economically disadvantaged. The recent economic downturn has caused shortfalls to many states' overall  more...

Covenants Not to Compete and Trade Secrets ... competitive business interests and confidential business information - one of the fastest growing areas of intellectual property law outside of traditional patent, copyright and trademark concerns. You'll learn about covenants not to compete, nonsolicitation agreements, confidentiality and nondisclosure agreements, trade secret protection and misappropriation, the Uniform Trade Secrets Act and  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...

Deductions From Pay BenefitsEmployers often have difficulties navigating through the complex requirements of the Fair Labor Standards Act. Misclassifying employees' status can be costly to an employee. It is estimated that at least 70 percent of employers are not in compliance with the FLSA. As Department of Labor audits increase, it is critical for employers to understand the FLSA and to recognize the permissible  more...

Best Practices in Digital Evidence Management: The Impact of Digital Evidence on Law Enforcement and Government Investigations ...leconference presentation is designed to provide you with information on emerging trends in electronic media discovery practices. You will have a better understanding of the litigation aspects of electronic media retention and destruction. This will include the scope of electronic media discovery, trigger mechanisms for electronic media retention, obligations of users and counsel, and potential  more...

Advanced Microsoft Excel Formulas and Functions: Master Your Usage of Excel's More Powerful Formulas and Functions ...nges, not to mention functions that extract valuable date information and let you manipulate text at the character level. But who has the time to explore all of them (and of course you don't need to know them all)? This teleconference gives you exposure to those 'hidden' functions and gives you new and powerful tools, such as array formulas, that will make your usage of Excel even more powerful  more...

The Paralegal's Role at Trial BenefitsThis teleconference will provide valuable information to help you develop, improve and enhance your trial preparation and trial skills in order to better assist the attorneys with whom you work in a more efficient and productive manner. Helpful hints and key tools of the trade will be shared to help you improve your efficiency and effectiveness as a key member of the trial team.  more...

Integrated Project Delivery Principles and Building Information Modeling BenefitsMany in the facilities community, including designers, builders and owners, need a hand understanding IPD and BIM. What does it all mean? Who benefits and how? 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  more...

Form-Based Coding: An Alternative to Conventional Zoning ...rict. 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. Learning Objectives: - You will be able to interpret key issues addressed by form-based codes. - You will be able to list elements of form-based codes. - You will be able to repeat legal  more...

Documenting and Organizing LEED Projects: Lessons Learned for Better LEED Submissions ...ons. 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. Learning Objectives - You will be able to summarize the LEED documentation process. - You will be able to compile information for LEED submittals. - You will be able to record progress toward  more...

Impact of Confidentiality Rules in Bankruptcy Proceedings ...anies struggle to protect their proprietary and strategic information against the assumption that a bankrupt's financial affairs are public. Since 2005, creditor committees have similarly confronted their statutory obligation to share information with creditors with their practical duties in working through a Chapter 11. This teleconference will provide both a relevant overview of the statutory  more...

Developing a Community Nonemergency Response System ...t. This teleconference will provide municipal leaders the information required to build a business case to deploy a non-emergency call center. During this discussion, we will explore conducting a cost-benefit analysis and calculating return on investment which is even more critical in these lean times. In addition, we will focus on how to develop a change management program to help ensure that  more...

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

Common Annexation Issues in Development ...w it is used to control development. You will gain useful information regarding the general requirements for annexation and the remedies available to those opposing the annexation. Learning objectives: You will be able to discuss annexation agreements. You will be able to identify what constitutes contiguous or adjacent territory. You will be able to describe the pros and cons of annexation.  more...

Employer's HIPAA Privacy and Security Responsibilities ...ess to a vast amount of personal and company confidential information. At the same time, technology continues to advance rapidly, permitting larger and larger quantities of information to be maintained, accessed, and transmitted with the push of a button or downloading seeming harmless software. In this environment, with increasing demands for higher productivity and greater access to  more...

Prevailing Wage Law--An Understanding of The Davis-Bacon Act ...mpliance. This teleconference will provide you with the information you need to understand the specific requirements of the Davis-Bacon Act, when it applies, and the process necessary to ensure compliance and avoid enforcement actions and potential penalties. Failure to comply with the Davis-Bacon Act can have dire consequences, including debarment and the loss of a major source of business,  more...

Legal Issues Surrounding the Utilization and Maintenance of Computerized Medical Records ...itsWith the federal government's prioritization of health information technology and evidence that electronic health record systems can reduce medical errors and lead to more efficient delivery of care, many hospitals and providers are beginning to implement EHRs in their facilities and practices. Despite federal regulations that permit certain donations of EHR technology, the implementation  more...

Immigration Compliance for the HR Professional: Employment Authorization Issues and Beyond ...r workforce. This teleconference will supply you with the information you need to ensure your company is in compliance with employment authorization rules and regulations. Detailed guidance on employment verification procedures, Social Security number issues and immigration-related discrimination claims will be provided. Special attention will be given to Form I-9 rules, with emphasis on the  more...

A Privacy Law Primer: What Every Attorney, Compliance and Security Officer Should Know ...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 now apply, a  more...

From TV to Twitter: Working With the Media During a Crisis ... controversy, the public and the media demand answers and information now, whether through traditional or new social media channels. Managing and surviving a crisis depends on your ability to respond quickly, to communicate with authority and to demonstrate leadership. Are you ready to survive a crisis - and the media attention that goes with it? This teleconference, created specifically to  more...

Shop Drawings and Other Construction Submittals - Legal and Architectural Perspectives ...rence 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 of complex public and institutional buildings. This teleconference is a must for anyone involved in construction projects.  more...

Medical Identity Theft: Why You Must Prevent and How to Minimize Its Occurrence ...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 personally identifiable  more...

Fair Housing Act: 2009 Hot Topics ...al and condominium-type ownership, is intended to provide information to those performing acquisition due diligence, to apprise them of the current hot issues in the courts and enforcement actions ranging from state agency complaint letters to class action litigation seeking many millions of dollars in damages and remediation. The faculty consists of three attorneys: a prominent litigator who  more...

Tax Practice and Procedure Blunders That Can and Should Be Avoided BenefitsThis teleconference will describe common mistakes made by tax practice and procedures practitioners which can and should be avoided. Discussion on inadvertent privilege waiver, failure to control the flow of information at an audit, missing critical deadlines, failure to provide appropriate and adequate refund claims when necessary, and other key procedural mistakes will be addressed.  more...

Fundamentals of Form W-2 Processing ...ion for the payroll department is to pull all the payroll information together and produce a Form W-2 for all employees. This produces a great challenge to payroll departments to ensure that all elements of the W-2 are complete and accurate along with complying with federal and state tax requirements. This teleconference will provide you the fundamentals to run an efficient W-2 process. Human  more...

Construction Documentation: Preparing Effective Job Records ...us project documents, but also the true importance of the information recorded. The teleconference 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  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...

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...

Medical Records 101: Responding to Requests for Patient Information ...alth care providers in responding to requests for patient information for litigation purposes. The conference speaker, who has extensive experience in civil litigation, including the representation of large medical institutions, will provide guidance in avoiding mistakes in disseminating patient information. You'll find out what you need to know about the extent of patient information  more...

Form 709: Gift Tax Fundamentals BenefitsTransfer taxes are imposed on the gratuitous transfer of property. When property is transferred during lifetime, a gift tax may be imposed. While the most ignored tax, failure to properly comply with the gift tax laws during life may cause estate tax problems at death. During this teleconference, you will learn when a gift tax return should be filed, what type of gifts need to be reported,  more...

Building Green Without Losing Green: Managing Risk in Sustainable Design and Construction Contracts BenefitsRising energy costs, government mandates and market forces are combining to produce a surge of interest in sustainable development. The introduction of new green practices and processes requires a fresh review of old design and construction template agreements. In this teleconference, you will learn to identify areas of contractual risk in the green development context. You will also learn  more...

Excel Formulas and Functions De-Mystified: Manage Your Excel Worksheets With Power and Confidence as You Master Formulas and Fun ...nges, not to mention functions that extract valuable date information and let you manipulate text at the character level. This teleconference will give you a ton of valuable tools to make you a master at creating formulas, auditing worksheet formulas, mastering the way to understanding many of those 300+ functions, and some real insight and depth into highlighted functions, such as IF, VLOOKUP,  more...

Making Revisions to Closed Medical Records ...l records contain some of the most sensitive and personal information that exists about individuals in modern society, and some closed records may need revision because of new information received or because of the requests of individuals to correct or modify existing information. When is it appropriate to make revisions, how and under what circumstances, and at whose request? This  more...

Automated Meter Reading and Advanced Metering Infrastructure: A Guide for Municipal Water and Energy Utilities ...ent policies, physical and organizational infrastructure, information technology integration considerations, operational constraints and politics all impact the process. This teleconference will provide a road map for you to build a business case for AMR/AMI for your utilities and identify appropriate technologies. Practical guidelines for procuring, deploying and integrating systems, including  more...

ALTA Policy, Endorsements and Transaction Strategies with Title Insurance ...tives - You will be able to point out ALTA procedures and information. - You will be able to outline a closing. - You will be able to integrate policy. - You will be able to list components of a typical title insurance policy. Attorneys, engineers, architects, land surveyors, presidents, vice presidents, developers, project managers, construction managers, principals, planners, public works  more...

Social Networking in the Workplace: Policies, Monitoring and Discipline Issues ... tools, such as harassment, dissemination of trade secret information and lost productivity, employers have been slow to adopt and disseminate policies for appropriate usage of these web sites. Thus, employees are left to guess at what kind of conduct is permissible online; and, without effective policies in place, employers may be opening themselves to liability on a host of issues. It is  more...

Managing External Health Information ...strated 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 also come in the form of  more...

Effective Auditing of Physicians' Notes BenefitsPhysician documentation and subsequent charge capture of physician services is becoming more complex and scrutinized than ever before. Join 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  more...

New Rules and Formats for International ACH Transactions ...t Control is the government organization that tracks this information. Their regulations require that all international transactions comply with the travel rule which includes all sorts of information not currently carried in domestic ACH entries. To comply with this regulation, the NACHA and its members designed and developed a new format along with the rules to support it that enables  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...

Building Information Modeling: Planning, Design and Legal Considerations ...ether 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...

Voir Dire: Effective Techniques for Getting and Using the Information You Need ...le time for reflection and based upon vague or incomplete information. This teleconference will provide you with effective techniques for eliciting, organizing and intelligently using the most complete and accurate information possible through the voir dire process. Regardless of whether you represent plaintiffs or defendants, whether you are in state court or federal court, whether your case  more...

Construction Contract Accounting: A Three-Dimensional Look at the Numbers ...ing can help you become more profitable by giving you the information you need to make smart management decisions. This teleconference will discuss three types of accounting - 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  more...

Design Codes and Standards for Noise Control ...f other issues. 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  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...

Understanding Legal Issues with Construction Subcontracts ...information and knowledge on legal and contractual issues affecting subcontracts that are commonly encountered, such as changes and extras, pricing, termination, dispute resolution, risk allocation, pay to be paid provisions and other common clauses. The information obtained through this will assist you in fully comprehending the risk you are assuming in a contract. Knowledge of the risk will  more...

IRS Form 1040 - Schedule D Update nUnited States taxpayers are experiencing many challenges in our current economic environment that will have major effects on their tax returns. The collapse of the housing market, home foreclosures and worthless securities has affected most taxpayers. Preparing the 1040 Schedule D is challenging for even the most efficient tax professional. By attending this teleconference, you will be reminded  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...

Brownfield Redevelopment and LEED. in 2009 - What Happens When You Mix Green and Brown? ...9. n nThis 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. n nLearning Objectives: n- You will be able to breakdown the benefits and synergies when developers, architects, engineers, contractors, lawyers and stakeholders mix green - planning, design  more...

Understanding LEED. for Existing Buildings Operations and Maintenance ...ry. n nThis 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. n nLearning Objectives n- You will be able to discuss implementing LEED® for existing buildings and boosting your bottom line. n- You will be able to identify the fundamentals of  more...

Preparing for the International Financial Reporting Standard nOn November 14, 2008, the SEC released its proposed road map for the adoption of IFRS in the United States. At about the same time, leaders from the G20 countries at a financial summit in the United States issued a statement which, among other things, confirmed the leaders' support for developing a single set of high-quality global accounting standards. n nBoth of these events represent progress  more...

The New HIPAA Special Enrollment Rules and Related Disclosure Issues nRecently enacted legislation expands the special enrollment rights currently applicable to group health plans and imposes new notice and disclosure obligations for employers that maintain such plans. While many of these obligations are not effective until after 2009, the special enrollment changes are effective April 1, 2009. In addition, the new law imposes civil penalties of up to $100 a day  more...

Responding to an EEO Charge nThe most effective way to avoid an EEOC charge is to make sure you have appropriate anti-discriminatory policies in place and that all employees understand those policies. Prevention and awareness are areas employers should focus on when dealing with employee discrimination issues. If the worst case scenario happens, this teleconference will tell you how to protect your company when an EEOC  more...

Differing Site Conditions ...information modeling is taking much of the guess work out of a variety of different types of construction. For example, through BIM, the structural steel, electrical, HVAC, plumbing, fire sprinkler and communications subtrades can all determine whether the new and existing utilities, beams, piping and conduits are going to run into each other or not. Accordingly, there should be less in the way  more...

Real Estate Market Studies: Critical Decision Tool or Superfluous Information? nMost significant real estate projects are required to pass the market study hurdle during due diligence. What factors impact the applicability, reliability and timeliness of these market studies? This teleconference will help real estate professionals identify the best providers of market studies, formulate a scope of work to suit the needs of the assignment, assist the consultant without  more...

IRS Form W-9 and W-8 Series: Payee Identification and Tax Determination ...pliance of form W-9. Payers of various types need to file information returns with the IRS regarding payments to individuals and other types of business entities. The most common are the 1099 series used to report payments to contractors, dividends, interest, real estate transactions, etc. Form W-9 requires payees or recipients to complete the form and provide their taxpayer information. W-9 is  more...

Managed Care Contracting and Fee Schedule Review nMany practice administrators are charged with the task of negotiating managed care contracts for their practices. This responsibility is generally an inherited function from their predecessor. Most do not understand how to compute an equitable fee schedule or track contract performance. This teleconference will help you understand methods for tracking to performance and how first to establish a  more...

Understand and Interpret Financial Statements ...information-packed minutes, you will gain the essential knowledge you need to read and interpret financial statements. First, you will learn what the major financial statements - the balance sheet, income statement and cash flow statement - tell you about an organization and how they tie together. You will examine the concepts behind the major sections in the financial statements, such as  more...

Unrelated Business Income Tax - Tax Information for Charities and Other Nonprofits nThe recent activity in the charitable sector by federal and state regulatory agencies has mandated that professionals take a proactive approach into all aspects of this important and very diverse sector. The tax-exempt community is under a microscope. Problems that a few years ago might have gone unnoticed now get picked up and widely broadcast. Recent IRS compliance initiatives in governance,  more...

Client Rights Issues: Informed Consent and Confidentiality ...egarding providing informed consent and privacy of health information. However, many health care providers do not understand the complex intersections of regulatory and common law requirements for obtaining consent and protecting client privacy. Failure to properly comply with these legal requirements can result in regulatory sanctions as well as liability for health care providers. This  more...

Effective Exit Interviews ...w program can provide an employer with a host of valuable information that can be used to improve its employee relations and HR function. Why are employees leaving? Is there a problem with a particular department, supervisor or program that is driving employees away? Are there hidden problems or legal issues that current employees are reluctant to address? What attracted employees to the  more...

Green Leases: Negotiating Renewals and Direct Leases Under Sustainability Mandates nA steadily increasing number of tenants, along with state pension funds and other institutional partners of commercial landlords, and state and local legislators are combining forces to press commercial landlords into moving forward with green buildings and the greening of existing buildings. The LEED® movement for green building leases started with encouraging energy efficiency and then  more...

Keys to Understanding Land Records ...information you need to better understand the process of researching and evaluating land records in connection with the transfer of ownership and real estate financing. This teleconference will identify real property interests and sources of land information, explain how property interests are created and transferred, and discuss title search procedures. In addition, you'll learn about the  more...

Designing Effective Interest Rate Risk Management in Turbulent Times ...nkers have a ways to go when using the interest rate risk information to make decisions. n nDuring this teleconference, we will explore the common tools in use today by bankers for the management of interest rate risk and their use in the decision process. We will explore the value proposition between doing what we need to for regulatory compliance versus making decisions that requires more  more...

Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client nThis teleconference has two primary focuses. The first part will highlight issues and opportunities for a drafting attorney to revisit and update an existing client's estate plan or prepare an update for a new client with existing documents. This part will focus on when and why clients need to review and revisit their estate plans and how to spot those issues for existing and potential clients.  more...

Current Issues in Construction Lending nIn view of the downturn in construction lending activity nationwide and the inability to sell developed lots, completed homes, condominiums and to lease-up commercial buildings, the focus of bankers has shifted to portfolio management as opposed to new business development. With this in mind, this teleconference will review loan portfolio techniques and strategies required to stay on top of  more...

Maximizing Innovation and Design Process Credits for LEED. Certification ...ed under the 2009 revisions to the LEED® program. n nThe information in this teleconference is important to anyone involved with major green building projects and is useful for building professionals who will engage in more lengthy training to become LEED® accredited professionals. n nThe U.S. Green Building Council is installing its third-generation version green building performance rating  more...

Criminal Liabilities Under HIPAA-Who Knew You Could Go to Prison? ...aws, particularly when intent to illegally obtain patient information is involved. In addition, failing to be aware of criminal liability under HIPAA can lull health care providers into lax compliance efforts, thus exposing health care providers and individuals to increasingly severe sanctions. More importantly, depending on the facts of a given case, directors, officers and employees may also  more...

Begin With the Brain: Three Things Educators Need to Know! ...information about three key elements of brain-compatible teaching and learning. Recent research about how student's brains grow, develop and respond to the environment should influence our classroom practices. Understanding some brain basics can give you guidelines to help you design truly brain-compatible classrooms and school environments. When the brain reacts to stress, its capabilities are  more...

Hot Topics for 501(c)(3) Organizations nThere has been a lot of talk about the revised Form 990 and it's finally here! Whether you love it or loathe it, you can't put it off any longer. We will spend a majority of the time talking about some of the hot-button issues that the new form raises both in terms of simple compliance and in communicating with and involving your board. But wait, there's more! After this teleconference, you'll  more...

Using Medical Certifications to Minimize Employer Liability: FMLA, ADA and Workers' Comp ...ments to the ADA took effect January 1, 2009. The Genetic Information Nondiscrimination Act also takes effect in 2009. Employers are subject to new regulations under HIPAA for their wellness programs, and new FMLA regulations are pending. Despite this rapid change, the principles you should use to successfully manage these issues remain largely unchanged, and proper certifications remain a  more...

E-Verify Mandates and Mechanisms for Compliance ...loyers to check the work status of new hires by comparing information from an employee's Form I-9 against Social Security Administration and Department of Homeland Security databases. Although initially implemented as a voluntary program, many states now require the use of E-Verify. Additionally, as a result of a presidential executive order released in June, federal contractors are also  more...

Compliance With the PCI/CISP Credit Card Security Standards ... and iteration. Derived from the original VISA Cardholder Information Security Program and MasterCard Site Data Protection program, PCI-DSS's now 245 distinct requirements have troubled merchants and financial institutions alike for years. This teleconference will help you understand how PCI-DSS applies to your organization and will provide time-saving and money-saving tips to get you compliant  more...

Internet Research for Legal Professionals ...lable on the Internet represent authoritative or relevant information to the legal researcher. Legal websites organize information in different ways; documents appear in a variety of file formats; and search engines may or may not index legal materials in concert with the legal researcher's expectations. This teleconference will help you develop an understanding of how to search for and find  more...

Protecting Yourself From Client Violence nFew enter a helping profession, such as social work, anticipating that they may become targets of violence from the very individuals they want to help. However, evidence suggests that violence perpetrated by clients or their family members toward practitioners is increasing across settings. Such workers are facing increasing risks in their jobs because of the nature of their work; the  more...

Implementing Green Initiatives in Government ...experienced agencies are sharing their best practices and information so as to help other public agencies reap the benefits of their tested proven methodologies. Register for this teleconference and gain access to a wealth of step-by-step instructions for various environmental purchasing programs and resources that can guide your way - including lists of green products and services, how to  more...

Electronic Record Retention: Mistakes HR Professionals Can Avoid ...endence on paper records. According to the Association of Information and Image Management, more than half of organizations that attempt to implement paperless records management systems fail. Don't be one of them. This teleconference will help HR managers and anyone attempting to implement paperless records management to go paperless effectively. You will learn how to set up an appropriate  more...

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

Fitness for Duty Psychological Evaluations ...ussion of common reasons to refer an employee for a FFDE, information initially needed by the evaluating doctor and how to write appropriate questions for the psychologist or psychiatrist to answer. You will also learn about evaluating doctors' credentials, experience and forensic experience, as well as the important differences between evaluations completed for forensic (as opposed to  more...

Medical Privacy Rights of Minors ... maintain the confidentiality and restrict the use of the information. When those providers and others deal with minors, the complexity increases dramatically. When the right of an individual to privacy and security with regard to his or her medical information runs into the rights of the individual's parents to control the medical care delivered to their minor child, the caregiver is often  more...

Advanced Records Management: The Intersection of Good Records Management and eDiscovery Preparedness ...their rapidly increasing volumes of electronically stored information. No form of ESI demonstrates these complex issues more so than backup tapes. Backup tapes can be a company's salvation in the context of disaster recovery while simultaneously presenting themselves as harbingers of doom in the context of litigation. n nThis teleconference will address how good records management is the first  more...

Effective Job Cost Reports in Construction Project Management ...essionals require immediate access to timely and accurate information. One of the most important management tools available to project teams is the job cost report. Properly designed and used, the JCR can be a powerful document that provides an up-to-date snapshot of the project status that also highlights potential problems before they seriously impact a project's success. This 90 minute  more...

Toxic Properties: Mold, Meth Labs and Beyond nAre you 100% sure that property is safe? Don't guess - know the history of the property and the risks that history presents to potential buyers. Sign up for this teleconference and you'll get the up-to-date information you need to recognize the most pressing toxic property concerns in the country. n nYou'll hear from expert speakers about mold, meth labs, asbestos and - most importantly -  more...

Auditory Processing Disorders: An Effective AUD/SLP Collaborative Approach To Evaluation And Treatment ...st importantly, the teleconference will provide practical information about APD management approaches to include direct treatment, compensatory procedures and environmental modifications which can produce positive changes for children diagnosed with auditory processing disorders. n nLearning Objectives: n- Attendees will be able to define auditory processing disorders. n- Attendees will be able  more...

Defining Electronic Data Terminology and Concepts nElectronic discovery has fundamentally altered both the corporate and legal worlds. The discovery and production of electronic records is now expected by litigants and courts alike. Attend this session and learn how to determine what is "electronically stored information" and proven methods for litigation readiness in the e-discovery era.  more...

Aging Building Management: Best Practices in Development Long-Term Capital Plans ...? n nOptimally managing capital assets requires detailed information about the condition of an organization's facilities and major building systems. Each facility or department must use consistent methods for documenting building requirements and estimating associated costs. Capital projects must be prioritized using consistent criteria. And the various stakeholders in the capital planning and  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast ...uments. n nThis teleconference will provide insights and information that will be of significant value to anyone involved in the construction contracting processes, including those involved in contract formation and negotiation, contract administration, payment application and administration, change order and claims processing, and dispute resolution. n nLearning Objectives: n- You will be  more...

Internet Techniques for Locating Lost Relatives ...onference will cover the types of records, the quality of information in those records and statutory considerations affecting the availability and use of records. After the search is completed and a lost relative is located, considerations about the types of outreach and contact with the individual will be discussed. Occasionally the initial results of a search are negative. The teleconference  more...