Information Telephone Seminars

Effective Auditing of Physicians' Documentation BenefitsThe federal government's increasing interest in fraud, waste and abuse heightens the awareness of physician practices, both large and small, of the increasing scrutiny of physician documentation to support billings. In the past, audits are performed and physicians were lectured but all too often little improvement was noted. How can practices efficiently and effectively audit physician  more...

E-Discovery: Subpoenas and Non-Party Production Issues ... discovery cuts a broad swath as to electronically stored information (ESI). As the volumes and locations of ESI continue to increase, the discovery universe is typically dominated by ESI. As more and more data storage gets outsourced, a litigating party and its counsel must be agile enough to address a growing number of electronic discovery (eDiscovery) issues and to know how to follow an ESI  more...

Common Injuries in Workers' Compensation ...hts for how to handle immediate incident management, what information is important to have, how to work with the insurance company and how to work with the employee. This fast paced audio conference will not only outline some of the common workplace injuries that face employers, medical providers and insurance carriers, but more importantly, it will provide some solutions to consider. This  more...

Common Injuries in Workers' Compensation ...hts for how to handle immediate incident management, what information is important to have, how to work with the insurance company and how to work with the employee. This fast paced audio conference will not only outline some of the common workplace injuries that face employers, medical providers and insurance carriers, but more importantly, it will provide some solutions to consider. This  more...

Essential Concepts In Construction Contracting ... you are an owner, contractor or design professional, the information learned in this audio conference will contribute to your confidence and peace of mind on your next project. Learning Objectives: - You will be able to explain procurement of construction services. - You will be able to review basic concepts in construction contracting. - You will be able to discuss risk allocation and  more...

Voyage to Discovery: Using Interview and Witness Behavioral Analysis ...and members of law enforcement meet with people to obtain information to assist in determinations of proximate cause, criminal responsibility, perceptions, recollections and damages. Self-interest and defensiveness provide challenges to information gathering. If the person being interviewed is under oath or on the stand and if, in particular they have dissimilar goals; the obtaining of direct  more...

Voyage to Discovery: Using Interview and Witness Behavioral Analysis ...and members of law enforcement meet with people to obtain information to assist in determinations of proximate cause, criminal responsibility, perceptions, recollections and damages. Self-interest and defensiveness provide challenges to information gathering. If the person being interviewed is under oath or on the stand and if, in particular they have dissimilar goals; the obtaining of direct  more...

Construction Documentation: Preparing Effective Job Records ...us project documents, but also the true importance of the information recorded. The live audio conference will also explain what to document, when and how to record it, and who should take responsibility for preparing various project files. Attend this program and you will be armed with vital information on how to prepare and maintain a proper and complete job file. Learning Objectives: - You  more...

Using Social Media in Banking ...pproach. This live audio conference provides you with the information needed to fully understand the risks and rewards of social media. While social media use by banks presents certain risks, there also exist significant risks associated with inaction. This audio conference addresses the risks, rewards and strategies for implementing a sound social media program. This live audio conference will  more...

What's that Smell? Sewer System Overflow Prevention and Management ...lows (CSOs) and separate sanitary sewer overflows (SSOs). Information will be provided to help you understand and analyze overflow problems and provide guidance in evaluating and selecting cost-effective strategies to reduce or eliminate them. It is also intended to serve as a planning guide in developing long term control plans for CSO's and overflow mitigation plans for SSO's. The topics  more...

What's that Smell? Sewer System Overflow Prevention and Management ...lows (CSOs) and separate sanitary sewer overflows (SSOs). Information will be provided to help you understand and analyze overflow problems and provide guidance in evaluating and selecting cost-effective strategies to reduce or eliminate them. It is also intended to serve as a planning guide in developing long term control plans for CSO's and overflow mitigation plans for SSO's. The topics  more...

Anatomy of a Will Contest: How to Succeed at Trial ...his live audio conference is intended to provide you with information on the strategies involved in contesting wills. The program will cover: The common grounds to contest a will; best practices in investigating and gathering evidence; issues in estate administration while the will contest proceeding is pending; and trial tactics and evidence issues. Armed with these insights and knowledge, a  more...

Reclaiming Goods in Debt Collection BenefitsGet practice tips for crafting effective reclamation demands under UCC Section 2-702 and learn how to avoid common missteps in the enforcement of UCC security interests. Attend this live audio conference and obtain important information on how Bankruptcy Code affects reclamation rights of creditors. This live audio conference is designed for credit and collection managers, attorneys,  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 will learn about covenants not to compete, nonsolicitation agreements, confidentiality and nondisclosure agreements, trade secret protection and misappropriation, the Uniform Trade Secrets Act  more...

HIPAA Security Compliance Challenges after the HITECH Act ...information should attend this live audio conference on compliance with the HIPAA security regulation. All entities covered under HIPAA must take special care of electronic patient health information, including establishing policies and taking regular actions as part of a security management process. Under new regulations due to the HITECH Act more entities than ever need to be in compliance,  more...

Utilizing Macros in Microsoft Excel ...u examples of various macros that handle large amounts of information and interact with multiple files. You will also see how to activate a macro with commands, buttons, keystrokes, or pictures. This audio conference will be displayed for attendees via GoToWebinar's interactive component, for which Lorman will provide access and installation instructions in advance. GOTOWEBINAR is a  more...

Insurance Coverage Disputes and Construction Defects ...ive updates on recent case law regarding these issues and information about new insurance products also potentially applicable. The subject matter should provide benefits to those looking for an introduction to, or update on this subject matter, or those looking for insights based on recent practice experience. Learning Objectives - You will be able to review types of policies. - You will be  more...

Insurance Coverage Disputes and Construction Defects ...ive updates on recent case law regarding these issues and information about new insurance products also potentially applicable. The subject matter should provide benefits to those looking for an introduction to, or update on this subject matter, or those looking for insights based on recent practice experience. Learning Objectives - You will be able to review types of policies. - You will be  more...

E-Verify Requirements and Best Practices ...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, many federal contractors are also required to use the system. Join us as we discuss state and  more...

Fraud Enforcement Trends in the Health Care Industry BenefitsNew funding, new tools, and a heightened focus on the health care industry by civil and criminal law enforcement authorities means that investigations are not what they used to be. Learn more about what areas enforcement authorities are focusing on, where the big and small cases are being brought, how to deal with law enforcement's new tools, and how best to prepare yourself and your  more...

Protecting Attorney Work Product in Communications With Experts Under the Amended Federal Rules BenefitsIn December 2010, sweeping changes were made to Federal Rule of Civil Procedure 26, including the rules regarding expert discovery, in an effort to avoid unnecessary discovery disputes and litigation practices that waste significant costs. Learn how the new rules are being applied in practice, and the significant impact they have on discovery into communications between lawyers and experts  more...

Prevailing Wage Law: An Understanding of Davis-Bacon ...ce. This live audio conference 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...

IRS Form W-9 and W-8 Series: Payee Identification and Tax Determination ...information about the purpose of the form and when it should be obtained. You will learn who can complete Form W-9 for U.S. persons, and if the payee is a foreign person, that Form W-8 is necessary. In addition, this live audio conference will provide valuable information regarding the backup withholding requirements if the W-9 information is not obtained and the risk to your company if backup  more...

Powers of Attorney: Medical Records Release Concerns ...edical 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 streamlined  more...

Utilizing Formulas in Microsoft Excel ...nges, not to mention functions that extract valuable date information and let you manipulate text at the character level. This live audio conference 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,  more...

Essential Discovery Skills for Paralegals BenefitsNavigating the electronic discovery process is more critical than it ever has been before. Not only are data volumes skyrocketing, but judges are increasingly focused on evaluating parties' e-discovery efforts from preservation through to production. Indeed, the discovery stage of a matter often determines the outcome of the case, driving the parties toward settlement or trial. In light  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 live audio conference will place documentation of patient care in its rightful place, summarize its multiple purposes, describe  more...

Storm Water Pollution Prevention Plans (SWPPP): Developing a SWPPP and the New EPA Storm Water Rules ... with NPDES storm water discharge regulations and provide information for development of an effective SWPPP. Information provided in this audio conference will assist you in developing SWPPPs for construction sites. Further, enforcement examples will be discussed to help prepare you for an inspection focused on Clean Water Act compliance. It is critical for those responsible for NPDES storm  more...

Are You Prepared for the Financial Institution Record Match Program? BenefitsThe State of California enacted legislation (California Revenue Tax Code 19266) that will impact virtually every bank, credit union, thrift and brokerage firm doing business in California. This new program will place a new burden on financial institutions in order to help the state collect delinquent taxes. Financial institutions should start consideration of the FIRM Agreement and how  more...

Common Conflicts in the Tripartite Relationship ...ounsel pursuant to their insurance policy. However, some information cannot be shared with the carrier, to their detriment but to the benefit of the insured. What can an attorney share with his client's insurance carrier, and what is he prohibited from doing? What other instances places an insured at risk of being adversarial to his/her own insurance carrier? In theory, the insured, carrier  more...

Substance Abuse and Mental Health Records: What Can You Release? ...owing it in responding to requests for a patient's health information that contain substance abuse and mental health information? Do you know that you may need to withhold mental health and substance abuse records, even in responding to a records subpoena? Learn more about these issues and more by attending a live audio conference 'Substance Abuse and Mental Health Records: What Can You  more...

Child Sexual Abuse Interview Protocol: Evidence-Based Strategies ...sciplinary team also rely on the videotaped interview for information necessary to completing the investigation to avoid repeated interviews. This live audio conference helps professionals involved in forensic interviewing or other aspects of child sexual abuse allegations to understand how a protocol has been used to best facilitate the interview process. Through research and practice  more...

Prepaid Cards: An Alternative to Traditional Checking Accounts? ...ing and other financial services companies with essential information to evaluate prepaid card/access products that will best complement their current business models and risk tolerance. The program will explore the advantages and disadvantages of this rapidly evolving financial product line. It will provide organization with solid guidance on key issues to consider in evaluating and  more...

Multistate Taxation: Income Franchise Tax ...inesses, with particular emphasis on the expanding web of information available to state tax administrators in regard to businesses operating in their states. Tax administrators are becoming increasingly adept at mining this web to enforce tax liabilities they might previously have been unaware of. Individuals responsible for state tax compliance, individuals responsible for determining 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 live audio conference will help you understand  more...

Historic Rehabilitation Tax Credits: Using Tax Incentives to Develop and Invest in Historic Properties ...ives that can be used in conjunction with HTCs as well as information on recent legislative/judicial developments regarding the use of HTCs. At the conclusion of this live audio conference, you will have an understanding of the tax/regulatory rules and structures being used in conjunction with this tax incentive, strategies for monetizing the HTCs to bring needed capital into projects, as  more...

Understanding LEED for Sustainable Building ...elevant background on the big-picture impacts, as well as information useful on a day-to-day basis such as costs and communication. The presentation includes the framework of the new system, changes to procedures, USGBC and GBCI reorganization, project timeline impacts, and real project examples. Learning Objectives: - You will be able to discuss how LEED supports sustainable building, and  more...

Best Practices to Modify Electronic Health Records While Maintaining Record Integrity ...ly and effectively by automating certain tasks and making information easier to locate. But sometimes, even electronic records must be modified by adding, amending, correcting or deleting information. In some ways, paper records were easier to deal with, as incorrectly filed documents could simply be re-filed, and any changes to previously written documentation were oftentimes clear and  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 live audio conference will provide you with information on the key  more...

Legal Ethics and Loss Prevention Issues with Electronic Communications and Security ...ients, publicize legal services, work remotely, and share information. When selecting and using a technology for communicating with clients, storing client data, or performing work for clients, a lawyer should consider whether that medium is effective and whether its use complies with the lawyer's ethical obligations. This live audio conference will highlight issues regarding the use of  more...

Discharge Codes: Impact on the Post-Acute Care Transfer Policy - Risks and Rewards BenefitsImproper understanding and application of discharge codes may result in reduced hospital reimbursement and represent a compliance risk under the PACT policy. William E. Haik, M.D. has been involved in ICD-9-CM coding and chart documentation for more than 25 years and will explain why the problem exists and how to remedy it. This live audio conference is designed for medical records  more...

AIA Document D503(TM) - 2011: Guide for Sustainable Projects BenefitsThe movement toward a sustainable built environment is rapidly evolving, significantly impacting the way buildings are planned, designed, constructed and used. Different and potentially competing forces, such as owners' goals, code requirements, and basic liability considerations, can impact the sustainable objective targeted for a project and the sustainable measures needed to achieve the  more...

Form-Based Zoning: An Alternative to Traditional Ordinances ...This live audio conference 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 identify key issues addressed by form-based codes. - You will be able to define elements of form-based codes. - You will be able to explain legal  more...

Advanced Applicant Tracking Strategies For Government Contractors: Effective Tools To Avoid Claims of Discrimination ...rdkeeping exercise. Failure to maintain proper and robust information regarding applicant disposition is the most common error employers can make which results in Office of Federal Contract Compliance Programs (OFCCP) findings of discrimination and awards of many thousands of dollars. This live audio conference is designed to guide those persons responsible for applicant tracking on practical  more...

The WE in Wellness--5 Skills Every Case Manager Should Know for Effective Case Management ...ast frustration along the learning curve as possible. The information and participation gained from the presentation will help case managers and other team professionals on the learn how to be both realistic and effective as they set goals for themselves and their clients. Learning Objectives: - You will be able to explain medical homes and community case management. - You will be able to  more...

Trucking Litigation ...rucking lawyer and learn how to utilize federal and state information to help bolster your case. You will also hear from a veteran trial lawyer and learn how to prepare your case from start to finish. This live audio conference will provide information regarding new cases and regulations, and how they may affect your clients. This is one program you will not want to miss. Whether you are a  more...

Medical Records Update for Paralegals: 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 live audio conference will outline the sources of the laws and regulations that govern the ability and  more...

IRS Guidelines for Good Governance for 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...

Smartphone Policies For The Health Care Industry ...rol usage during working hours, to how to protect company information being disseminated by such devices. Many of these issues are even more acute in the health care industry because of the 24/7 nature of the facilities, and the regulations regarding patient privacy. Failing to have and enforce an appropriate policy can create liability both to employees and patients. This live audio conference  more...

Turbidity Control and Testing on Construction Sites ...by the EPA/state. This live audio conference will provide information with regards to the NPDES Construction General Permit, Turbidity, the Clean Water Act, established standards for turbidity, the TMDL in impaired waters, erosion controls to reduce turbidity in storm water runoff, and turbidity sample collection, testing and reporting. This live audio conference will allow participants to  more...

Compliance With the PCI/CISP Credit Card Security Standards ... should far exceed, not the ceiling by which we judge our information security efforts. Payment brands are assessing fines all the while breaches continue to increase in volume and complexity. This live audio conference will help you prepare for the upcoming changes in the standard, as well as provide strategies to reduce the scope and impact PCI DSS has on your enterprise. This live audio  more...

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

Determining Meaningful Use for Electronic Health Records BenefitsIn order to receive incentive payments from the federal government, physicians and hospitals must achieve 'meaningful use' of electronic health records through an attestation process. This process is new and complicated. This live audio conference will outline meaningful use guidelines and requirements to receive incentive payments, including timelines, criteria, an outline of the  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 early or middle stages of design and construction phases of a project. Findings from soils reports may also lead to acquiring permits. This program is critical for you to understand the soils  more...

Responding to an EEO Charge BenefitsThe most effective way to avoid an EEOC charge is to make sure you have appropriate anti-discrimination policies and procedures 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 live audio conference will tell you how to protect  more...

Current Issues in Billboard Leases ...offer an alternative form of reaching the population with information that companies through their marketers are seeking to distribute, whether it be a political position, a sales effort or in some instances by the local government as a public service informational effort. With all these conflicting points of view, the documents that govern billboards by their nature can be a complex, unique  more...

IRS Form 1099 Reporting Update ...erative to gain insight as to the current laws concerning information reporting. Join us to become informed of the most recent information reporting regulations to assure that you and your clients remain compliant with proper policies and procedures, and advise payors of their responsibilities. This live audio conference is designed for accountants, CFOs, controllers, accounts payable  more...

The Open Enrollment Challenge: Strategies for Success ...information often greeted by a yawn? Are you viewed as the enemy because you tell your employees how much more they have to pay for benefits every year? And why does the good news always get lost in the mix? Sometimes, it's not so much what you say as how you say it - and how often. Communications should never be an afterthought. Make sure employees appreciate all your company provides by  more...

Director and Officer Liability: A Focus on Creditor Issues BenefitsIncreasingly new decisions are coming out absolving directors of companies from fiduciary liability. What cases hold directors liable? What cases hold officers liable? These are distinctively different questions. How do jury instructions address this liability? Topics to be discussed include breach of loyalty causes of action, as well as nondisclosure of material information and conflict  more...

IPPS Final Rule BenefitsThe Inpatient Prospective Payment System (IPPS) was implemented in 1983 replacing a cost-based reimbursement methodology in an effort to better control the costs of providing care to the Medicare inpatient and to incentivize hospitals to better manage utilization. As time has passed CMS has modified the program to better recognize severity of illness AND to reduce payments to hospitals for  more...

Changes to Cafeteria Plans: What You Need to Know to Prepare BenefitsThe IRS recently issued new rules which replaced portions of the old regulations. These new rules are exciting but require you to review and act on your old documents. The information provided in this live audio conference will assist you in decisions for the upcoming plan year and how to prepare for the changes. This live audio conference is designed for human resources and benefits  more...

Screening Unemployed Job Applicants: Pros and Cons to Consider ...roblem) Many employers struggle to balance their need for information about potential applicants, given the high costs of even a single 'bad hire,' with understanding their legal obligations and the risks of using certain available tools to screen job applicants. Unemployed applicants pose unique issues and are more likely to bring a failure to hire discrimination claim. (Solution) This live  more...

GASB 45 Strategies ...nefits (OPEB) liabilities. The program will provide vital information and planning techniques that will enable employers to avoid the potentially disastrous consequences of failing to identify, control and fund its OPEB liabilities. Most states, municipalities and governmental agencies are aware that they are required to comply with GASB 43 and 45, but it is very important to understand the  more...

Shop Drawings and Other Construction Submittals: Legal and Architectural Perspectives ...ogram 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 live audio conference is a must for anyone involved in construction  more...

Giving and Receiving Employment References: Successfully Negotiating the Maze ...ifficult for a company to get any accurate and meaningful information on a potential candidate, to help it to decide among several seemingly-qualified applicants (and avoid negligent hiring claims). After providing the legal framework to underscore the importance of these issues, this live audio conference will give you guidance on how to respond to incoming requests for references and the  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...

SSARS 19: Compilation and Review Standards Update BenefitsStatements on Standards for Accounting and Review Services No. 19 is effective for all periods ending after December 15, 2010. This statement is the most comprehensive rewrite of the standards for compilations and reviews since the original SSARS No. 1 issued in 1978. All CPAs performing compilation and review services will have to comply with these new engagement standards for year-end  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 and make that planning audit proof. In this audio conference, you will learn the law behind and the mechanics  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...

California E-Discovery Rules: Still in Their Infancy ...ivil litigation's critical arena of electronically stored information. In that AB 5 has been in force more than a year, many law firms, companies and government agencies are still wrestling with ambiguities and compliance challenges. Attend this audio conference and participate in an intensive, practical discussion with an expert as to the new rules' apparent impacts on process and strategy as  more...

Drafting Document Retention Policies ... significant. A corporation may lose significant business information required for ongoing 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...

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: Responding to Subpoenas and Investigations ...ity risks. Attend this audio conference 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...

Best Practices for Inspection, Maintenance, and Repair of Small to Medium Size Dams ...dress those problems through maintenance and repair. This information will allow you to develop or participate effectively in the inspection and maintenance programs for dams. Learning Objectives - You will be able to provide and explain an understanding of the components of dams. - You will be able discuss how to inspect dams to identify potential problems. - You will be able to define  more...

New Rule 502: Attorney-Client Privilege and Work Product Limitations on Waiver 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...

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

Keys to Understanding Land Records ...tsThis teleconference will provide you with the practical information 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  more...

Requirements for Providing E-Forms W-2 and W-2c BenefitsMany organizations recognize the benefits of electronic W-2 and W-2c form distribution, but do not understand the IRS regulations and internal business elements surrounding this online implementation. Several online W-2 projects have failed and were delayed due to not knowing all of the essential information regarding online form distribution. This audio conference will explore all the  more...

Avoiding Legal Pitfalls on Construction Projects: The Three Ds (Dollars, Delay and Defects) BenefitsConstruction projects are notoriously fecund areas for legal disputes, most of which can be categorized according to the Three Ds: dollars, delay and defects. Is it inevitable that all construction projects will at some point be labeled troubled, or is it possible to avoid the chronic and recurring bugbears? This audio conference will help you anticipate and maybe even avoid the classic  more...

Reactive Attachment Disorder ...arning Objectives - You will be able to review the latest information on attachment and bonding. - You will be able to discuss the current research on the interplay between brain development and bonding. - You will be able to identify high-risk children in the classroom. - You will be able to describe the art of building a solid foundation for a strong character. This audio conference is  more...

Brownfield Redevelopment and LEED in 2010: What Happens When You Mix Green and Brown? ...s. This audio conference 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 explain and breakdown the benefits and synergies when you mix green - planning, design and construction methods into brownfields. - You will be able  more...

Risk Management in the Retention and Destruction of Medical Records BenefitsThere are many different types of medical records. The retention and destruction of each is governed by various state and federal laws and regulations. Additionally, when evaluating the storage and destruction of medical records, other factors such as reimbursement and billing, accreditation and professional standards must be considered. This audio conference will help you understand  more...

Creating a Payroll Manual: Putting Your Procedures Into Writing ...t should be included in each procedure, such as when your information provided is too much versus not enough. We will also address the resources that can be used so you are not reinventing the wheel - tips to save you time and energy when documenting your procedures. At the end of this audio conference, you should be able to start creating payroll procedures or updating the procedures you  more...

Web Research Beyond Standard Search Engines ...s wired world, many attorneys report being overwhelmed by information, especially in electronic format. This fragmentation of attention flies in the face of the requirements that practicing attorneys are required to stay current on trends and changes in the law. Additionally, the cost of electronic information can be a burden on an attorney's legal resources. Free legal Internet resources  more...

Preparing for the International Financial Reporting Standard ... data January 1, 2012, in order to have readily available information to create comparative financial statements. Those companies who might consider earlier adoption may need to establish a more aggressive timetable. This audio conference will assist companies as they begin to address their transition to IFRS. This audio conference is designed for accountants, CPAs, controllers, CFOs, tax  more...

Refining Your Business Writing Skills ...fies business writing approaches that cut through today's information din to capture your reader - and keep that reader long enough to inform, persuade and motivate your target audience. No matter what your writing dexterity, use this audio conference to refine your ability to write more succinctly to your reader, declutter your writing and convey your points clearly, concisely, and  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...

Roadway Rights of Way: Understanding the Legal and Practical Issues ...This teleconference will provide comprehensive and useful information about rights of way, easements and issues related to their creation, use and liability. If you are a land surveyor responsible for determining property boundaries, an engineer involved in highway and roadway design, a governmental official affected by route location and selection, or an attorney involved in real estate  more...

Implications of the First Investigations Under the FTC Guides for Endorsements and Testimonials in Advertising ...ort to stay current with the way consumers obtain product information, the Federal Trade Commission has, for the first time since 1980, issued revised Guides Concerning the Use of Endorsements and Testimonials in Advertising. The revised guides, which are intended to help advertisers comply with the Federal Trade Commission Act by setting forth the general principles used by the FTC in  more...

Mental Health Record Compliance BenefitsMental health providers are subject to many restrictions on how they can deal with patient records. As a health care provider, you are generally subject to the HIPAA medical record privacy and security requirements. To the extent they deal with substance abuse diagnosis and treatment, you are also subject to additional federal confidentiality restrictions, particularly part 2 of 42 CFR.  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...

Paralegal's Role at Trial ...information to help you develop, improve and enhance your trial preparation and trial skills. You will be able to better assist attorneys 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. This teleconference is designed for paralegals, legal assistants and  more...

Emerging Trends in Metal Roofing ...information on the current state of the metal roofing industry as well as the trends for the future. Metal roofing is the fastest growing residential roof product, and its share of the commercial roofing market continues to grow. It is becoming a product of choice for architects, designers and facility managers looking for a durable and energy efficient roof material. Metal roofing is evolving  more...

Principal Diagnosis Selection: Ensure Compliance with Official Coding Guidelines BenefitsIn today's current health care business economic climate, there exists a renewed focus upon third-party payer initiatives to second guess and undermine medical record coder's selection of principal diagnosis selection under the guise of medical necessity and accurate and compliant coding. Under the RAC Demonstration Project, a pattern of supposed coding errors and medical necessity errors  more...

Labor Law: Could 2011 Be the Turning Point for Unions? ...y unions be allowed to utilize? Can you be forced to post information for a union if you have government contracts? What about contingent workers and independent contractors? With a Democratic majority now on the National Labor Relations Board, how will doctrines and decisions handed down from the Board change? Will the recent Supreme Court ruling on almost 100 NLRB cases have any major impact?  more...

Utilizing Data in Microsoft Access ...soft Access fits a unique space between the skills of the information worker and professional developers. It's a database platform that allows information workers to extend the power of Excel into database applications. Nonprofessional developers can create their own tables, queries, forms and reports to automate their processes. They can even write their own macros and VBA code to implement  more...

Real Estate and Land Valuation in Depressed Markets ... theory for these alternative applications using relevant information during the current real estate cycle. Lawyers, lenders, property owners, regulators and government officials need to obtain reliable valuation estimates to support their objectives: eminent domain, equitable property tax assessment, litigation support, loan underwriting, risk assessment or compliance. These objectives are  more...

Obtaining Surety Bonds for Construction Projects ...scrutinizing contractors' balance sheets and underwriting information to meet these standards and this trend will remain until the construction industry demonstrates real signs of recovery. Sureties have increased their examination of financial statements and use credit modeling to pinpoint contractors that present a higher risk profile and to adjust program commitments to reduce their risk.  more...

International Employment Assignments: Understanding the Compliance Risks BenefitsWhether a company is sending employees to the U.S. to work in its U.S. branches, subsidiaries or affiliates, or sending U.S. citizen employees abroad to work in foreign entities, the risks of failing to comply with U.S. and foreign employment and immigration laws are enormous. Attorneys who counsel these companies and human resource executives who implement company policy must be aware of  more...

Business Associate Agreements After the HITECH Act ... provisions concerning the privacy and security of health information that will materially and directly affect more entities, businesses and individuals in more diverse ways than ever before. The HITECH Act now directly obligates business associates to comply with the HIPAA Security Rule's administrative, physical and technical safeguard requirements, including developing and implementing  more...

Cyber Crimes: Phishing, Pharming and Beyond ... to collect and retain inestimable quantities of personal information about employees, customers and counter-parties, in addition to storing and using valuable intellectual property and proprietary programs, source code, and technical specifications and models. This information, not surprisingly, is a sought-after treasure trove for increasingly organized cyber-criminals and corporations  more...

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

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...

Internet Research for Paralegals ...lable on the internet represent authoritative or relevant information to the legal researcher. Legal web sites 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...

Express and Implied Warranties Under UCC Article 2 ...2 and the laws interpreting them provide a vast amount of information that can seem overwhelming at times. This teleconference will provide a general overview of the scope of Article 2 and the types of warranties offered by the UCC, and discuss the various defenses, remedies and damages available for each type of warranty. The discussion will include express warranties, the implied warranty of  more...

Developing a Policy for Employee Use of Mobile Devices ... not yet here for most, but the vast amount of electronic information coursing through the average organization is bringing us closer and closer each day. Along with all the electronic information and use of mobile devices comes great opportunities, complex challenges and dangerous pitfalls. This teleconference will address employment issues as they pertain to employees' use of personal  more...

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...

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...

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 websites. 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...

Change Order Basics ...information on change orders, construction change directives, cardinal changes, abandonment, contract modifications and managing change. You will gain a clear understanding of these concepts and how they apply to the owner, contractor, subcontractor, lender and surety. The panel will discuss differing site conditions, defective or ambiguous plans and specifications, disclosure of information,  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...

Mortgage Foreclosures in Illinois BenefitsAn Illinois mortgage foreclosure is a complicated process that requires strict adherence to its statutory requirements. Failure to follow the correct procedure can add time and expense for lenders. For borrowers, understanding the nuts and bolts is critical to protecting their rights. Given the increased activity in the purchase of distressed assets, potential investors and buyers also  more...

Cost Accounting Techniques BenefitsCost accounting continues to gain importance and become more critical. It has also become easier to collect measure and analyze data. This teleconference will give you a complete overview of cost accounting in a fast-paced, information-filled and practical procedure-based presentation. Specific ideas will be discussed that can be immediately applied to benefit your company's profitability,  more...

Selecting Vendors: An Introduction to RFPs ...rovide you with a basic understanding of how requests for information and requests for proposals can be used to increase corporate procurement efficiencies and deeper vendor relationships. It will provide insights on best practices in Fortune 500 companies, tips on how each party should plan for creating proposals and responding to them, and insights into practical problems of RFP  more...

Boot Camp for QuickBooks by Lorman Education Services ...nd solve your toughest QuickBooks problems by spending 90 information-packed minutes with a nationally renowned QuickBooks expert who can answer all your questions. Learn the foundation of QuickBooks the right way and discover much of what QuickBooks can do for you. Don't waste time by figuring it out yourself, make sure you're doing things right. Among other topics, understand the difference  more...

Medical Necessity - The Collaborative Partnership Approach BenefitsHospitals constantly struggle with reducing financial exposure due to noncompliance with medical necessity in the ordering and performing of diagnostic tests on both the inpatient and outpatient business environment. Current hospital business processes and medical staff mind-sets do not lend themselves and promote financial efficiencies in the performance and reimbursement of diagnostic  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...

Screening Commercial Tenants: Priorities and Pitfalls BenefitsIn this economic environment many commercial landlords are experiencing increasingly high default and vacancy rates while the value of their assets is, in many jurisdictions, plummeting. The Congressional Oversight Panel recently released its Commercial Real Estate Losses and the Risk to Financial Stability report confirming many industry experts' fears of a looming commercial real estate  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...

Strategies and Techniques for International Debt Recovery ...ng advantage of David's experience will give you valuable information that will definitely improve your process. If you're not involved in the international market today, you will be soon. This is information every financial, credit, and collection professional needs to take their organization forward and keep it competitive. Collections managers, credit managers, attorneys, presidents, vice  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...

Impact of Health Care Reform on Health Care Providers BenefitsIn addition to mandating private health insurance coverage, recently enacted health care reform legislation also made sweeping changes to the Medicare payment and service delivery systems and strengthened current laws upon which the federal government relies to fight health care fraud, waste and abuse. This teleconference will include a broad overview of the aspects of health care reform  more...

Advanced Microsoft Excel 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...

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...

Building Code Compliance Specifications ...nce. Many design professionals do not understand how much information to include in their project specifications as it relates to code compliance nor the limits placed on them by their professional liability insurers. This teleconference helps design professionals understand their responsibilities regarding code compliance and how to incorporate these requirements into their project  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...

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

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...

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 will introduce 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  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...

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...

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...

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...

Recovery Audit Contractor Roll Out - What Can We Expect? BenefitsThe permanent Recovery Audit Contractor Program has rolled out in most regions and the RACs have posted new issues approved by CMS for review. This teleconference will review who, what and how providers can prepare for the reviews, the lessons learned and the appeal process, including CMS' recently issued recoupment time limits and interest assessment rules. Medical records directors,  more...

Criminal Liabilities Under HIPAA ...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...

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...

Screening Applicants Using Social Networking Sites: Legal or Liability? ... well. Employers aren't only using search engines to find information on applicants but are now examining social networking sites, such as Facebook or MySpace . For job applicants, social networking site are places to interact with peers in any manner they choose. Entries on these sites are typically not meant for employers to view. Employers tell anecdotes of avoiding serious mistakes by using  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...

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...

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...

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...

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...

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...

Internet and Email: Monitoring Employee Conduct ...ars has created the ability to access seemingly limitless information resources and has changed irrevocably the way business is conducted. Companies literally have the world at their fingertips. The ever increasing developments in technology will only add to the level of access to information that companies can collect and consequently use. The communication and information advancements of the  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...

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...

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...

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...

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...

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...

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...

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...

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...

Transitioning Special Needs Students: It Doesn't Start at 21! ...econference is designed to provide professionals with the information they need to enhance their students' opportunities as an adult. It addresses each aspect of the transition process and each of the seven areas of transition planning will be addressed. The presenter is in the unique position of working with transition planning since it was initiated. Her hands-on experience allows her the  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...

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...

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...

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...

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...

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...

Payroll Hiring Issues: Forms and Tax Credits ...licies and procedures with respect to obtaining necessary information from new hires that is related to the processing of payroll and payroll taxes. This teleconference will assist you in evaluating your current new hire process as it relates to the completion and filing of specific payroll related forms that may be necessary when an employee is hired. The teleconference will provide examples  more...

Measurement, Management, Reduction: Tools for Tracking Waste in Construction Projects ...add to the bottom line. New technologies such as building information modeling, LEAN construction techniques and online waste tracking tools will be discussed as means of waste management and avoidance. Learning Objectives You will be able to recognize shifts in client's expectations. You will be able to discuss regional variation. You will be able to identify LEED and other certifications.  more...

Current Issues in Riparian and Littoral Rights ...tsBy attending this teleconference you will hear valuable information from leading experts on a variety of important topics regarding riparian and littoral rights. Speakers will focus on the current issues that surround technical determination, historical antecedents, national and state by state treatment, and potential impact of Stop The Beach Renourishment upon riparian and littoral rights.  more...

Preliminary Project Description Fundamentals ...cations. You will be able to discuss the PPD and building information modeling. You will be able to review building sitework and general requirements. LEED is a registered trademark of U.S. Green Building Council and this event is not sponsored by or affiliated with U.S. Green Building Council. LEED AP is a registered trademark of U.S. Green Building Council and this event is not sponsored by  more...

Sarbanes Oxley 404 Requirements Update BenefitsWith the SEC's decision not to extend the 404 filing deadline for nonaccelerated filers, the PCAOB's issuance of AS5 and the SEC's publication of Section 404 interpretive guidance, management from both accelerated and nonaccelerated filers are diligently working to assess the impact on their company's compliance requirements. This teleconference helps you understand how to effectively  more...

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

Green Building Design Basics BenefitsGreen buildings are structures that more efficiently use valuable resources such as energy, water, materials and land compared to buildings constructed to basic building codes. Green buildings are better for the environment and provide healthy, comfortable and productive indoor spaces. This teleconference will give you an introduction into incorporating green building design in your  more...

Healthcare Self-Disclosure Update BenefitsThe program will review these and other key questions: - What options do health care providers have for voluntary disclosure? - What factors should health care providers consider when determining whether a potential violation should be reported? - How have these been changed by health care reform legislation and the Fraud Enforcement and Recovery Act? - How does the position of CMS alter  more...

Fast-Track Construction: Opportunities and Challenges Management ...d manage drawings and specification production to provide information when it is needed for construction in multiple phases. Contractors may not understand how some interactions with the design team may adversely affect project goals. This teleconference helps you understand the interaction between the three groups responsible for getting a construction project completed under the fast-track  more...

Simplifying PPE Program Implementation ...his teleconference will provide the necessary and updated information for you to achieve compliance with OSHA or improve programs that are already OSHA-compliant. The presentation will also include specific examples of situations which have caused problems for employers and the best solutions for these issues. During the last fiscal year for OSHA, PPE issues were represented by three of the top  more...

Valid Consents ...leconference will also explain the portions of the Health Information Portability and Accountability Act that relate to informed consents, specifically HIPAA authorizations that should be contained within an informed consent to ensure that a patient's protected health information is released appropriately. This workshop is critical for you to ensure that you know who is capable of giving  more...

Best Practices in Budget Development and Analysis BenefitsIn difficult fiscal times many budget officers and municipal managers begin the process by a rather simple approach: 'Revenues are down 10%, we need to cut the budget by 10%'. Then they wait for the battles to begin, internally with department heads, externally with council members and other public stakeholders. This teleconference will provide budget preparers with a comprehensive  more...

Medical Professionals and Social Media: Privacy and Security Issues ...gh data held on or transmitted by the devices, or via the information they may access remotely. Find out what it takes to bring these new technologies under control and allow them to bring about the significant health care benefits they may enable. Learn what it takes to get into compliance with the rules, even as your operations and environment change. Find out what administrative, physical  more...

Determining When an Individual With a Disability Is "Qualified" Under the ADA ...untry, this teleconference will provide participants with information they can use to (1) make sure that job requirements (including employment tests and physical standards) accurately reflect the duties of a job; (2) write a job description or job announcement that appropriately identifies a job's essential functions; (3) make sound decisions about whether and what type of reasonable  more...

Health Information Exchange: The Impact of the Stimulus Code ...f 2009, President Barack Obama signed into law the Health Information Technology for Economic and Clinical Health (HITECH) Act known more commonly as the Stimulus Act. The legislation for a large part included tremendous new legislation, but brings to the forefront, the first time in history, incentives for American doctors to revamp their paper charts to electronic health records format.  more...

Litigating in the Social Networking Era ...etworks during discovery and, in some cases, discovery of information from social networking sites can make or break your case. Therefore, it is important for attorneys to understand how to utilize social networks when involved in litigation, both to discover information from their adversaries and to advise their clients of the potential risks of their own social networking use. This  more...

Trends in Miranda Rights and Violations ...at makes a valid waiver of those rights? Can you ever use information you get in violation of those rights? Anyone responsible for, or involved with, law enforcement officers and their actions during citizen-police encounters needs to be up to date on what Miranda means today. This teleconference will help you with the results of proper (and improper) Miranda warnings. We will begin with a  more...

To Test or Not to Test: The Legal Implications of Pre-Employment Testing BenefitsAs technology advances and the pool of job applicants increases, pre-employment testing is becoming a more common hiring practice for many employers. But are all tests created equal? Are they all legal? This teleconference helps you navigate and understand the different types of pre-employment tests and understand the pros and cons of testing job applicants. This teleconference will also  more...

Total Compensation Statements as a Tool to Communicate Total Value BenefitsOften employees look at their base salary as the total value provided by your organization. During these challenging economic times when salary increases are low or nonexistent, creating customized compensation statements for your organization can be a valuable communication tool. Generally, total compensation ranges from 30 to 50 percent above base compensation for an organization and  more...

Understanding the Complexities of Form 5472 ...2 for every transaction with a related party. Although an information return, the Form 5472 is the place the IRS starts when auditing foreign-owned U.S. businesses. As a result, the proper preparation of the Form 5472 will offer an opportunity to document your planning as well as make that planning audit proof. In this teleconference, you will learn the law behind and the mechanics of how to  more...

Doing Business in Mexico: What You Need to Know ...tial solutions to avoid problems in the first place. This information will be valuable to companies considering entry into the Mexican market, as well as those who are already operating there and encountering issues. The topics are drawn from problems encountered by the presenter's clients conducting business in Mexico. Presidents, vice presidents, business owners and managers, import and  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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...