Making Telephone Seminars - Training Resources

Challenges and Rights of the Subordinate Debt ... This teleconference will explore the potential risks of making subordinate loans, bankruptcy considerations and how to diligence a prospective borrower. In addition, it will explore the various forms of subordinate debt and will review the ultimate hedge for subordinate lenders, the intercreditor agreement. Attorneys, presidents, vice presidents, loan officers, loan department personnel,  more...

Telephone Collections: Do's and Don'ts - Surviving the Jungle ... years. Creditors are faced with increasing challenges in making loans and extending credit. The collection staff members in these creditor settings face mounting customer difficulties and tighter compliance environments. This teleconference will help you understand the importance of developing an effective recovery strategy for optimum success while operating in a compliant and ethical manner.  more...

Taxation of Gifts, Prizes, Bonuses and Awards ...ards to employees, as well the tax issues associated with making payments to employees, such as employer provided travel, educational and moving expenses, and other programs such as tool allowances and leave-sharing programs. The focus will be not so much on the technical tax rules but the pitfalls of such activities and practical suggestions for maximizing their tax benefits. Human resource  more...

Legal Overview of Financial Records: Obtaining and Understanding the Information ...n 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 audience, this teleconference focuses on basic  more...

Payroll Tax Pitfalls: Preventing IRS Penalties and Personal Liability for Late Payments ...and the procedures and potential problems associated with making timely and accurate payroll tax deposits and payments. We will explain the penalties that can be assessed for noncompliance and the circumstances under which the IRS may waive penalties. After attending this teleconference, you will have an increased awareness of the consequences of late payroll tax payments and will be better  more...

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

Language to Avoid During Sales Conversations - Are Your Words Costing You a Sale? ... 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, you lose twice. First,  more...

Wellness Programs: Legal Developments, Requirements and Risks ...making significant changes to health insurance, wellness programs are playing a central role in the debate. Congress wants to encourage wellness programs and healthy lifestyles to help control the cost of health insurance and much of their interest is based on success stories from the private sector. But privacy advocates and some federal regulators take the position that wellness programs  more...

Collection Issues for Condominium and Homeowners' Association: Legal Tips, Concepts and Current Trends in Assessment Collection BenefitsThis teleconference will address relevant legal issues and practical considerations related to the collection of assessments for condominium and homeowner associations. Given current economic trends, the suppressed housing market and rising rates of foreclosures and bankruptcies, homeowners' associations are now inundated with delinquencies and legal issues in degrees not previously  more...

Private Foundation Grant Agreements: Basics and Beyond ...making is the raison d'etre of most foundations. It is what you do! Therefore, a solid foundation grant agreement ought to be the legal backbone for much of a foundation's operations. Surprisingly however, for many private foundations the grant agreement is merely a form document that has been given little thought - if it exists at all. This teleconference will cover some of the basics of the  more...

Making Revisions to Closed Medical Records BenefitsMedical 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...

Collection Techniques for Landlords ...he recent economic downturn, fewer commercial tenants are making these payments on time and in full. Most leases specifically outline collection techniques and security mechanisms (such as security deposits and guaranties), but landlords are finding that these techniques and mechanisms are insufficient to deal with the scope and severity of their tenants' financial problems. With this in mind,  more...

Business Combinations and Goodwill: What Is the Latest With Fair Value? ...ts. This teleconference will help management of companies making acquisitions understand how these revised accounting statements will impact their financial reporting. The teleconference will also delve into how to effectively use an outside valuations specialist for financial reporting purposes. Finally, the teleconference will discuss how auditors may review the work of outside valuations  more...

Building Information Modeling: Planning, Design and Legal Considerations nWhether you are an owner, a designer or a builder, you need information about building information modeling. The good news is that there is lots of information out there; the bad news is that much of it is not useful. No one knows everything about BIM but we can start by talking about authoritative sources for BIM information, then sprinkle in some basic BIM concepts. Information will be  more...

Increasing the Effectiveness and Efficiency of Manufacturing Logistics ... production "race car drivers" and dedicate themselves to making sure that they always have the materials they need, in the right quantities, where they need it and presented in an immediate usable fashion. This is where the highest stakes are for a manufacturing company. Once the proper service to production is understood and rendered, the logisticians can start working on improving execution  more...

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

Understanding the Language of Mold Assessment Reports ... and reporting units which must be understood by decision-making laymen, such as building owners and property managers, and by professionals, including attorneys, consultants and architects. It is intended to present the inherent limitations associated with microbial sampling and many of the problems commonly associated with the interpretation of laboratory results. Unfortunately, too often  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...

Making It Through the Land Entitlement Process nWith a multilayered regulatory framework and a myriad of reviewing agencies and stakeholders, the land entitlement process is often bewildering. The rules, processes and players vary widely by jurisdiction but there are common keys to success. Get an insider's perspective on differentiating the various regulatory processes, understanding and addressing stakeholder concerns, getting staff on your  more...

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

Supply Chain Strategies in a Down Economy nOrganizations of all sizes and across all industries are struggling to meet earning targets in this down economy. Hardly a day goes by when you don't read about layoffs or other drastic measures that companies are taking to cope during the current economic downturn. What can companies do to help weather the storm? Taking an aggressive look at supplier costs can be a key strategy for shoring up  more...

Optimize Your Workforce Scheduling nFor many companies, scheduling the workforce can become a nightmare. Because labor is a significant cost of production, management is often under pressure to keep their workforce lean and flexible. The aim of workforce scheduling is to balance constraints to ensure that the right people with the right skills are in the right place at the right time. Workforce planning provides a systematic  more...

Designing Effective Interest Rate Risk Management in Turbulent Times ...ent market has created challenges in managing risks while making a profit. Our tools for risk measurement were in place to help us take action to avoid as much of the impact as possible; yet a review of bank interest margins in the wake of massive rate reductions shows that bankers have a ways to go when using the interest rate risk information to make decisions. n nDuring this teleconference,  more...

Form W4: Impact on Payroll nThis teleconference will clear up questions on the effects of filing status and exemption on payroll checks, how to handle exempt forms, time allowance for making changes, where to locate new forms, how frequently the employees should complete forms and how long employers must retain them. We will include a quick review of Form W-4P, W4-SP and W-4S and discuss which states accept Form W-4 for  more...

Lease vs. Buy: Choosing the Best Option ...lt and important decisions faced by businesses every day. Making the wrong choice can not only result in economic loss but significant disruption of business, loss of time and opportunity. This teleconference will provide you with a comparison of the benefits and pitfalls of financing business equipment through equipment lease financings and by purchasing. The speakers will approach the issues  more...

Appellate Process Basics for Legal Professionals ...ccess. A paralegal's thorough assistance is invaluable in making certain the rules are followed and obligations are met. This teleconference will provide you with an overview of the life cycle of a federal court appeal, guide you through the nuts and bolts of the appellate process, alert you to pitfalls to avoid, and help you understand how you can provide particular value in the appellate  more...

Preparing a Winning Closing Argument ... teach you how to pull victory from the jaws of defeat by making a killer closing argument. You will learn why closings matter, what arguments are radioactive, and what arguments are so powerful they are grounds for a mistrial (and why you should make them anyway). This teleconference will conclude with three examples of great closings from acknowledged masters of the art, and you will learn  more...

Reclamation and Rehabilitation of Vacant Properties nDistressed real estate is easy to find in this market. To come out of the recession, just waiting for the economic cycle to change for the better may not be enough. Coming out of the recession will require new techniques. The sprawl model is dying and not just because of swings in energy prices. Consumers increasingly enjoy urban settings and lifestyles. This is driven by demographics and  more...