Make Telephone Seminars - Training Resources

Qualified Retirement Plans Eligibility and Vesting Tips and Traps for the Unwary ...ans and introduce you to a variety of options in order to make sure you know what you have and have what you want. In addition, although many provisions appear to be straightforward, the practical application of these functions can be complex. Human resource managers, benefits administrators, payroll managers, plan administrators, controllers, CFOs, finance directors, accountants,  more...

Revitalizing Vacant Commercial Properties BenefitsWith the tremendous turmoil in the commercial real estate market, there will plenty of potential opportunities for owner-users and investors to purchase vacant properties at pennies on the dollar. The question is how? The ability to acquire these properties and bring them back to a viable place to do business or to investment status will require a plan and know how. This teleconference  more...

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

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

How to Sell to the U.S. Government ...ning contracts but cannot seem to get through to decision makers, or they waste time and resources responding to bids that they never win. This teleconference demystifies the federal contracting process and identifies a step-by-step process to increasing sales to the U.S. federal government. The teleconference clearly identifies how to find the agencies, offices and people who buy specific  more...

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

Living With Uniform Prudent Management of Institutional Funds Act (UPMIFA) ...ovides nonprofit institutions with the legal authority to make prudent expenditures despite having endowment funds which have asset value below their original or historical dollar value (so-called 'underwater funds'). Learn how new spending rules requiring application of the seven factors of prudence change the legal landscape for all nonprofit institutions. Learn how to draft around UPMIFA,  more...

IRS Form 5471: Information Return for U.S. Persons With Respect to Certain Foreign Corporations ...ffer the opportunity to document your planning as well as make that planning audit proof. In this teleconference, you will learn the law behind and the mechanics of how to prepare a Form 5471. New enforcement policies of the IRS with respect to failure to file Forms 5471 will also be addressed. Accountants, tax managers, accounts payable professionals, bookkeepers, CFOs, controllers, enrolled  more...

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

Ground Failures and Other Groundwater-Related Property Damage ...imate your life savings. A ground failure doesn't have to make the national news to be a catastrophic loss to a property owner. Ground failure mechanisms come in many forms - landslides, sinkholes, soil expansion, bedrock heave, soil collapse, erosion - all of which typically include water as a major contributing factor. Even if ground failure is not involved, water itself can cause expensive  more...

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

Best Practices in Commission Pay Plans BenefitsThere are few management tools that work as well in recruiting, directing, motivating and retaining sales people as a strong commission plan. This is critical because sales people are often highly paid, remote from headquarters and entrusted with customer relationships (very valuable assets). A properly designed commission plan clearly and personally communicates the strategy of the  more...

Avoiding Costly Mistakes In Harassment Policies and Investigations ...ssment complaints remain the most common errors employers make in this area. They have often led to discrimination and retaliation awards of many hundreds of thousands of dollars. This teleconference is critical for employers so you can ensure that your policies and procedures for harassment are adequate in today's employment law environment. Human resource managers, benefits professionals,  more...

Pupil Records: Rules, Responsibilities and Requirements ...ts, often leaving school administrators under pressure to make split-second decisions regardless of the legal ramifications. Among many others, schools may face pupil records dilemmas such as: 1. Expelled student claims she was wrongfully disciplined and takes her case to the media. The media asks the school for documentation to support the expulsion and respond to student's claims of  more...

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

Preparing for Medicaid Audits ...Those states are now looking toward Medicaid providers to make up the shortfall through the use of post payment audits and overpayment recovery. The use of statistics based upon a small sample of claims but extrapolated over an entire population of claims can lead to multimillion-dollar overpayments. The typical overpayment is no longer solely based on a medical necessity analysis, but instead  more...

Medicare Secondary Payer Act - Protecting Medicare's Interest in Insurance Settlements ...own as the Medicare Secondary Payer Act, Medicare may not make payment for medical benefits where 'payment has been made or can reasonably be expected to be made under a workmen's compensation law or plan of the United States or a state or under an automobile or liability insurance policy or plan (including a self-insured plan) or under no fault insurance.' By law, Medicare has a priority right  more...

Advanced Microsoft Excel Formulas and Functions: Master Your Usage of Excel's More Powerful Formulas and Functions ...new and powerful tools, such as array formulas, that will make your usage of Excel even more powerful and efficient. Also included are some of those valuable tips that you may have picked up in the previous teleconference, 'Mastering Excel Formulas and Functions,' such as quick formula copying methods, creative use of the Ctrl to create formulas/Function in multiple locations simultaneously and  more...

Language to Avoid During Sales Conversations - Are Your Words Costing You a Sale? ...BenefitsHow many more sales could you or your salespeople make if they stopped making stupid mistakes and started giving totally awesome sales presentations? Suppose there was a way to get your prospects to remember and repeat what you say to others in their organization. Remember, every sales presentation is a captured or a missed opportunity. When you lose business you should have captured,  more...

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

Construction Payment Remedies: Using the Right Tools ...ndustry and the special remedies available to those in it make payment disputes matters of much interest to all involved in the construction process. The recession has only made resolution of these disputes more challenging. This teleconference will cover types of payment remedies, how they work, and the strengths and weaknesses of each. The speakers will discuss how to mix and match remedies  more...

Fundamentals of SBA Lending: Documenting, Closing and Funding the SBA Loan BenefitsSBA lending affords banks and other lending institutions with the opportunity to finance commercial loans to small businesses and, at the same time, secure a 50 to 90 percent loan guarantee from the federal government. While the program can be quite profitable, it's not without its risks. Compliance with SBA regulations is mandatory to ensure success and profitability. With seismic changes  more...

Clean Air Act Update BenefitsU.S. businesses are facing unprecedented uncertainty as to future requirements under the Clean Air Act and an array of new programs addressing stationary and mobile emission sources. The Obama Administration and Congress are poised to usher in a new era of greenhouse gas and energy regulation. At the same time, the Obama EPA is confronting a bewildering array of court-ordered regulatory  more...

Employee Engagement in Troubled Times ...uture growth. Yet while challenging economic environments make employee motivation more critical, they also make employee engagement more difficult to achieve. Belt tightening often results in organizational retrenching, reduced staffing levels and increased workloads, and constrained compensation budgets. Nonetheless, there is opportunity amid the economic uncertainty. Careful attention to  more...

Excel Formulas and Functions De-Mystified: Manage Your Excel Worksheets With Power and Confidence as You Master Formulas and Fun ...s teleconference will give you a ton of valuable tools to make you a master at creating formulas, auditing worksheet formulas, mastering the way to understanding many of those 300+ functions, and some real insight and depth into highlighted functions, such as IF, VLOOKUP, COUNTIF (and its related functions), ROUND (and its companions), powerful array formulas and the potent (but overlooked)  more...

Making Revisions to Closed Medical Records ...or modify existing information. When is it appropriate to make revisions, how and under what circumstances, and at whose request? This teleconference will enable health information professionals to know how to respond to requests to revise closed records, to know what is required for individual rights under HIPAA, and to know what belongs in any organization's procedures for revising closed  more...

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

Automated Meter Reading and Advanced Metering Infrastructure: A Guide for Municipal Water and Energy Utilities ...make a sound business case for AMR/AMI? What does it take to have a successful advanced metering system project? Advanced metering systems are evolving to meet municipal needs for efficient customer service, infrastructure management and conservation. But, acquiring and successfully integrating automatic meter reading/advanced metering infrastructure presents unique challenges to municipal  more...

Legal Construction Issues in Connection With Office Condominiums ...for an office condominium. Don't wait - register today to make sure you stay on the cutting edge of your field. Learning Objectives - You will be able to create a budget and assessment process. - You will be able to explain how to get a corporate loan for a condominium. - You will be able to recognize key ownership considerations. - You will be able to discuss governing procedures.  more...

Purchasing Law: Breach, Repudiation and Excuse ...Code. Learn about the important notifications you need to make when the goods arrive but are defective, or when you learn the goods don't work after you accept delivery. Learn about when you have the right to terminate an agreement purchase replacement goods from another source and whether your supplier must compensate you for additional costs of doing so. This teleconference will also include  more...

Construction Project Management in Remote Locations: Site Considerations and Unique Challenges ...ork in a timely fashion according to the plan will either make or break the project. The principles of sound construction conceptual planning are illustrated in this teleconference. Whether the project is commercial or industrial, domestic or international, the principles apply to those who practice this demanding and challenging field. This teleconference will help illustrate the major steps  more...

Implications of Scott v. Harris on Police Vehicle Pursuits and Beyond ...ccount the circumstances under which police officers must make such decisions. The Court has also historically emphasized that district courts must consider the application of qualified immunity to any police case, including claims of excessive force. Scott v. Harris brings these two legal issues together in a case in which a police officer made a conscious decision to ram a criminal  more...

Basics of Trust Administration ...onsiderable deviations that written trust instruments can make from state law. The materials will provide citations to the Uniform Trust Code and to the laws of two non-UTC states (New York and Indiana) to illustrate each general principle or issue. n nThis teleconference will be a useful introduction to trust administration principles or a refresher course in those principles for professionals  more...

Building Information Modeling: Planning, Design and Legal Considerations ...xamples where BIM tools and processes were used to really make a difference in the outcome of the project and finish up with a section focusing on the "What's in it for me?" question, again addressing your needs. n nYou will come away from this teleconference with some solid concepts, some resources for more exploration, an update on the state of the art and best of all, some examples and  more...

Increasing the Effectiveness and Efficiency of Manufacturing Logistics ...ics, the first priority is providing the right support to make production flow smoothly and put out the goods the company sells. This is effectiveness. The second priority is to provide this support without wasting human, technical or financial resources. This is efficiency. What most companies do in logistics is pursue efficiency at the expense of effectiveness, curtailing service by  more...

Construction Contract Accounting: A Three-Dimensional Look at the Numbers ...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 able to identify 3P and  more...

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

Understanding the Language of Mold Assessment Reports ...mold assessment documents in hand, this workshop may help make or break a case. n nLearning Objectives n- You will be able to review mold assessment reports and understand fundamental terms. n- You will be able to explain limitations associated with mold sampling and interpretation of sample results. n- You will be able to interpret results, conclusions, recommendations and actions based upon  more...

Using Failure Mode and Effects Analysis to Reduce Defects, Improve Quality and Make More Money ...pe of organization to reduce defects, improve quality and make more money! n nThis easy tool asks these simple questions: n- What can go wrong? n- Where can it go wrong? n- How bad will it be? n- Can we see it coming? n- Should we try to prevent it? n nIf you can count to 10, multiply three numbers together and put numbers in sequence, then you too can do FMEA. n nFMEA's are best done by  more...

Presenteeism: Measurement and Intervention Issues for Employers and Health Plans ...presenteeism. Work site wellness programs can potentially make many important contributions to the measurement and reduction of productivity losses associated with presenteeism. This teleconference will cover a working definition of presenteeism, the major methodological approaches to its measurement, some of the common perceptions and misperceptions about its occurrences and mitigation, and a  more...

AIA Document A312 Payment Bond Forms nMany owners require contractors to obtain payment and performance bonds using the American Institute of Architect's A312 bond forms, but those bond forms require contractors, owners and sureties to contend with a number of challenges - the most recent of which is the surety industry's refusal to issue such bonds without modification because of the so-called 45-Day Rule. This teleconference is  more...

Green Roof Sustainable Design Techniques ...reen roof design principles, you will be in a position to make better choices. You will leave this teleconference with an appreciation for the importance of adopting a systematic approach to design that includes setting appropriate goals, and selecting materials and assembly types that are most likely to meet your expectations. n nLearning Objectives n- You will be able to analyze green  more...

Brownfield Redevelopment and LEED. in 2009 - What Happens When You Mix Green and Brown? ...ased over time due to the market realizing the ability to make a return on investment on contaminated properties. In effect, the value of a cleaned-up property is no longer stigmatized by experienced investors and developers because of our mature position on the learning curve. Conventional wisdom was the costs incurred for green building related costs may not enhance the market value even on  more...

Community Benefit Agreements ...ods, local governments, and private interests together to make development projects more sustainable, transparent and accountable. Negotiating a CBA can be a win-win solution for community groups and developers. The community receives assurances about job benefits, affordable housing, environmental impacts and other issues related to the development and to the community's needs. The project  more...

Preparing for the International Financial Reporting Standard ...panies should keep the proposed timetable in mind as they make their plans. For example, companies subject to the 2014 change date should be prepared to begin capturing IFRS 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. n nThis  more...

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

FASB Statement 157 - Fair Value Update on Corporate Asset Valuation ...companies - and has been in some cases - the rule aims to make it easier to communicate value to shareholders. This teleconference will provide an overview of SFAS 157 guidelines, including the new definition of fair value, defensive value and the three-tier hierarchy. We will discuss measurement assumptions, disclosure requirements and summarize the key differences. We will help you to  more...

Real Estate Market Studies: Critical Decision Tool or Superfluous Information? ...ost insightful results. The outcome of a market study can make or break a project - be prepared to secure the best decision-making results possible. n nLearning Objectives n- You will be able to identify the best providers of market studies. n- You will be able to formulate a scope of work to suit the needs of the assignment. n- You will be able to construct adjustments based on partial  more...

Paycheck Calculation Basics nThis is an excellent teleconference for those new at withholding payroll taxes or for those who need a refresher course. You will learn tips on how and why to determine if the worker is exempt or nonexempt. We will cover the calculation of and the maximum deductions for Social Security and Medicare taxes in 2009. n nThere are multiple methods of calculating federal withholding, which one should  more...

Designing Effective Interest Rate Risk Management in Turbulent Times ...ys 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 education,  more...

The Streamlined Sales Tax Project - How and Why It Affects Your Business ...icipation, legislation has been introduced in Congress to make it mandatory. If the SSTP becomes mandatory, it would effectively eliminate the physical presence standard established in Quill. Therefore, under an economic nexus standard, taxpayers would be required to collect sales tax on all sales, regardless of whether they are physically present in a state. This could lead to a substantial  more...

Same-Gender Marriage Rulings: Impacts on Employee Benefit Plans Across the Nation ...ticut, Massachusetts and Canada. n nWhat are employers to make of these conflicting developments? Whether or not you have been presented with employees entering into same-gender marriages, it is wise to examine your plans and policies to prepare for this situation. n nThis teleconference will explain the recent legal developments in detail and present strategies for evaluating your current  more...

Preparing a Winning Closing Argument ...quake when the judge utters these fateful words. But what makes for an effective closing? Do closings even matter? When should you object? Should you really start preparing your closing the day you get a new case? These are questions that are not addressed in law school, and even today lawyers seeking guidance are forced to rely on the conventional wisdom and time-worn adages passed down from  more...

Overcome Your Competition: Stand Out in a Crowded Marketplace ...ach and really focus on the value they can offer decision makers. Relationships must be built on a foundation of mutual respect. n nHave you ever stopped and asked yourself why your team doesn't start their selling efforts at the top? What is the basis of the relationship that is formed with the prospect? Wonder why the close to pursuit sales ratio is so low? This teleconference will push your  more...

Understanding the Rules of Legal Citations ...make you more conversant in the language of legal citation and more agile in navigating the Bluebook. Communicating effectively in the legal field requires that citations to legal authority follow a uniform citation format. Readers of legal prose must be given the research coordinates to locate any authority that is used to support legal propositions. Beyond the competency communicated by  more...

Fitness for Duty Psychological Evaluations ...make decisions when requesting and evaluating risk and fitness for duty evaluations. You'll hear a discussion 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,  more...

Multiplaintiff Settlement Negotiations nMultiplaintiff, class and collective actions continue to increase. More and more employers are facing wage and hour cases and collective actions under the FLSA. Plaintiffs' counsel increasingly are relying on the benefits of Rule 23 certification to bring their wage and hour claims under applicable state wage and hour laws, bypassing the more restrictive FLSA collective action "opt-in" process.  more...

Effective Program Evaluation for Nonprofits nThe importance of evaluating your nonprofit cannot be underestimated! The data you collect and analyze will let you know the extent to which you have met your goals and objectives, how your clients feel about your organization and its services, whether you are using quality processes, what you can celebrate and how you can improve! Effective evaluations can also tell you about the program design  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...

IRA Rollovers and Transfers: Common Portability and Processing Concerns nThis teleconference is specially designed for those who advise their clients on IRAs. We'll focus on the options available both to IRA owners and their beneficiaries when it comes to transferring an IRA. You'll find out how an IRA owner can obtain relief for missing the 60-day rollover deadline and learn about the permissible ways a spouse and nonspouse beneficiary can set up an inherited  more...

Occupational Noise Induced Hearing Loss nThis teleconference will bring you up to speed on issues related to hazardous occupational noise. Understand the intricacies of the effects noise exposure have on hearing. Get a handle on complicated issues surrounding the calculation of hearing impairment. Avoid problems down the road by getting to know state-specific workers' compensation issues. You'll gain the practical insight you need to  more...

Construction Project Closeout: Is Your Customer Satisfied? ...Make sure your customer is satisfied at project completion - register for this thorough teleconference today. You'll learn the proactive strategies you need to make sure project closeout goes smoothly and you're not spending the final days dealing with claims and complaints. n nOur expert will give you tips on establishing a bulletproof closeout checklist, handling move coordination and dealing  more...

Environmental Issues in Commercial Leases ...her in a ground, industrial, office or retail lease - can make or break the transaction. Whether you are a landlord, tenant, property manager, attorney, environmental consultant, contractor or other participant in the commercial leasing or environmental fields, this frank and practical teleconference will help you identify the hidden pitfalls in the treatment of environmental issues in  more...