Management Telephone Seminars - Training Resources

Float Ownership Issues in Construction Project Management BenefitsFloat is a measure of schedule flexibility. It can be used to avoid creating disputes about delays or misused to exacerbate them. We will discuss the relationships between schedules, float and delays, and examine techniques which may be used to manipulate them and to minimize manipulation. This teleconference will also review the effect of contract provisions and the development of case  more...

Telephone Collections: Do's and Don'ts - Surviving the Jungle BenefitsThe credit and collection industry has grown dramatically over the past 20 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  more...

Rewards Transformation: A Unique Approach to Total Rewards Strategy and Design in the Current Economy ...nique approach to total rewards strategy, design and cost management called rewards transformation. Rewards transformation focuses rewards investment on employees in critical workforce segments who can contribute the most business value in return. Key components of the rewards transformation approach are 1) critical workforce segments, 2) rewards dialogue - an ongoing interactive process by  more...

Case Study: What Makes Dixon Schwabl One of the "Best Small Companies to Work for in America" ...are how she implemented a strategic leadership and talent management initiative, expanded her headquarters in Rochester, New York, and grew her advertising business in one of the most challenging and rapidly changing industries in today's economy. She believes that creating a great place to work elevates not only employees and clients, but also the entire community with a positive ripple  more...

Best Practices in Commission Pay Plans ...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 organization to resources  more...

Data Mapping and Electronic Information Management (EIM) - Risk Management for Daily Efficiency and Litigation-Preparedness BenefitsIn the digitized world of the twenty-first century, it is more important than ever for 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  more...

Employee Safety and Health Systems: Cutting Injuries Using the Team Approach ...he bottom line is that employee safety will be as good as management wants it to be or as poor as management will allow it to be. And although most managers care for the health and well being of their workers, they usually do not understand the proper way to manage the safety system. This teleconference will describe how to effectively manage the employee safety and health system. With proper  more...

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

Best Practices in Digital Evidence Management: The Impact of Digital Evidence on Law Enforcement and Government Investigations BenefitsThis teleconference 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,  more...

Billing and Collecting for the Health Care Industry BenefitsDon't miss this billing and collecting teleconference presented by Neltner Billing Consulting Services, Inc. During the teleconference, we will present an overview of coding, billing and auditing for evaluation and management services. We will discuss common billing errors and practical methods for ensuring compliance. We will also share specific techniques for claims processing, payment  more...

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

Working Capital Management: Effective Policies and Techniques BenefitsLiquidity is top of mind for executives and they are looking at all sources of incremental free cash flow within their organizations. One area that is on everyone's list of sources is working capital, but most companies fail to reap the full opportunity that is available to them. What are leading companies doing to effectively drive cash flow from working capital? This teleconference will  more...

Wellness Programs: Legal Developments, Requirements and Risks ...yees who participate in wellness programs, follow disease management protocols or choose to live healthy lifestyles. Other employers are imposing penalties on employees who smoke or refuse to participate in wellness initiatives. This teleconference explores the legal developments and requirements of wellness programs, including the design and taxation of incentives, laws that prohibit  more...

Legal Issues Surrounding the Utilization and Maintenance of Computerized Medical Records ...ns and other users of EHR technology. You will learn risk management strategies for structuring successful EHR initiatives, when electronic data preservation measures must be put in place and practical advice regarding anticipated litigation issues. This program is a must in light of the move to universal electronic health care records and the national changes to the rules of discovery.  more...

Commodity Risks: How to Identify and Implement a Corporate Hedging Program ...anges to your firm, communicate them clearly to executive management, follow a framework to identify and evaluate risk management options, and gain concurrence on a course of action and follow through with implementation from the supply chain through sales contracts and into the boardroom. This teleconference is critical for firms with significant exposure to commodity prices that want to  more...

A Privacy Law Primer: What Every Attorney, Compliance and Security Officer Should Know ...mers, 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 sense of the practical contexts in which you are most likely to see privacy issues and some sense of what you can expect on the  more...

Medical Identity Theft: Why You Must Prevent and How to Minimize Its Occurrence BenefitsMore and more patient information is being captured electronically, both within the provider setting and remotely from the patients themselves. Additionally, an increasing number of myriad touches of this data occur on a daily basis by various known and unknown entities, not all of whom are authorized or have a specific need to know. In this environment, ample opportunity exists for  more...

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

Effective Sales Management: Short and Long-term Planning, Forecasting, and Expense Budgeting BenefitsThis teleconference helps the individuals responsible for planning and updating budgets, with a focus on maintaining effective sales activities. In an uncertain economy, performing long-term budget planning is often viewed as a luxury, rather than as an essential business practice. In every kind of economy, however, the need to anticipate financial boundaries is essential to ongoing  more...

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

Medical Records 101: Responding to Requests for Patient Information ...er for this teleconference and get an overview of medical management issues faced by health 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.  more...

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

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

Effective Job Rotation Programs: Development and Implementation ...ome of the most effective development tools in the talent management arsenal today. However, the design of many programs currently in operation date back to a time when the speed of organizational change was much slower than it is today, when the pressures of global competition were not as pervasive, and when customers for your organization's goods and services were not as demanding. Typical  more...

Automated Meter Reading and Advanced Metering Infrastructure: A Guide for Municipal Water and Energy Utilities ...ipal 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 utilities. Procurement policies, physical and organizational infrastructure, information technology integration considerations, operational constraints and politics all  more...

Effective Management of Off-Site Employees BenefitsHaving employees telecommute has evolved from being a personal convenience to a good business strategy, and now taking our current economic challenges it is a business necessity. It has become an imperative to effectively manage employees who are not reporting daily to the normal work site. This 90-minute teleconference will discuss how to properly manage off-site employees, the pitfalls  more...

Product Development Metrics for Manufacturers: Measuring Your Productivity ... for innovative functions. Improvements in the science of management of these activities are on the fast track. Some emergent techniques of a few years ago are now clear trends. Intellectual property, for example, will rise greatly in its importance in the coming decade. This teleconference will provide you with a state of practice snapshot. The key metrics that are likely to pass the test of  more...

Construction Project Management in Remote Locations: Site Considerations and Unique Challenges ...r industrial construction effort. To help discuss project management in remote locations, a look at six major principles, the corresponding 23 key project elements and how they were combined into a comprehensive and finance-able package will be addressed. Learning Objectives - You will be able to analyze and select the appropriate project structure. - You will be able to compose logistics and  more...

Creating and Using a Salary Increase Matrix BenefitsThis teleconference will discuss the concept, implementation and best practices associated with a merit matrix. Implementing a merit matrix is one of the easiest and most direct ways to link pay with performance and manage turnover. Sharing of pitfalls that many companies encounter when implementing a matrix and how to avoid them will be addressed. The teleconference will provide insight  more...

Pervious Concrete - The Pavement That Drinks! ... The proper use of pervious concrete is a recognized best management practice by the U.S. Environmental Protection Agency for providing first-flush pollution control and storm water management. Property owners and developers can also reduce fees and enhance the bottom line by using pervious concrete, which commonly provides 20 or more years of service with little or no maintenance. You will  more...

Buying and Selling Partnerships, LLCs and Other Similar Entities ...y different frameworks for defining the tax, economic and management rights and obligations of their equity owners. But oftentimes business people and their advisors structure and negotiate purchases and sales of equity interests in alternative entities using concepts from the corporate model. Failing to account for the differences between the corporate model and the alternative entity model  more...

Dynamic Tips for Effective E-Discovery BenefitsElectronic discovery is one of the most important and prominent issues confronting the legal industry today. E-Discovery is the buzzword in litigation and it certainly has earned this status, but its notoriety can at times belie the legal community's tender grasp of its many complexities and implications. Paralegals and legal assistants - the 'case managers' during discovery - are perhaps  more...

Storm Water Best Management Practice (BMP) Inspection and Maintenance ...per inspection and maintenance of BMPs. Storm water best management practices require regular inspections and maintenance to ensure long-term proper function. Inspections are the most effective way to detect and avoid potential problems before they become a liability. This teleconference will review the regulatory drivers behind inspection and maintenance of storm water best management  more...

Document Retention and Destruction Policies for Financial Institutions BenefitsFinancial institutions too often rely on recommended document retention guidelines without understanding the risks of inconsistent or antiquated practices. While Sarbanes-Oxley has clarified the responsibilities of certain financial institutions, Sarbanes-Oxley is only a portion of the document universe. This teleconference will help you navigate the complex universe of document retention  more...

Effective Auditing of Physicians' Notes ...e. We will cover all aspects of coding for evaluation and management services, and the appropriate documentation of these services. We will provide you with sample audit forms and even assist you with the development of a documentation compliance program within your practice. Most importantly, we will share with you ideas for capturing the complexity of the E M service in the documentation in  more...

Drafting Document Retention Policies ...shift in record retention issues occurs in the day-to-day management of employee communications and the records they create. Learn how to develop comprehensive document retention, compliance and risk management protocols, and to delineate the types of records the law requires companies to maintain. Learn preservation procedures and how they are impacted by computer forensic principles. Key  more...

Business Combinations and Goodwill: What Is the Latest With Fair Value? ...side valuation specialists. 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  more...

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

Construction Contract Accounting: A Three-Dimensional Look at the Numbers ...able 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 3D. n- You  more...

Commercial Tenant Defaults: Practical Issues and Legal Remedies ...reat Depression, landlords, property owners, and property management companies have found or will find themselves facing an increasing number of tenant defaults as well as incredible pressure to fill vacancies resulting from defaults and non-renewals of leases. Managing risk associated with tenants and efficiently handling tenant defaults to minimize cost and disruption of rental income  more...

How To Prevent Construction Projects From Going Bad nIn today's economy, the construction process may have become more risky than ever. This teleconference focuses on actions you can take to keep your project pointed toward success. It addresses the steps that can and should be taken to help anticipate, identify and manage the problems inherent in the construction process. n nThis teleconference is intended to benefit attendees who want to have a  more...

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

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

Understanding the Language of Mold Assessment Reports .... This teleconference will assist those dealing with mold management issues in making critical decisions prior to retaining mold consulting services and it is intended to help you avoid liability. For those presently involved in a legal matter who may be struggling with a set of mold assessment documents in hand, this workshop may help make or break a case. n nLearning Objectives n- You will be  more...

Demand-Side Water Conservation Initiatives ..., workable solutions to address them. Without demand side management the risks are costly and unmanageable impacts on the public water supply. n nLearning Objectives n- You will be able to quote specific examples of demand side management by use sector n- You will be able to formulate the benefits of demand side conservation programs n- You will be able to breakdown challenging management  more...

Living With Uniform Prudent Management of Institutional Funds Act (UPMIFA) nAs of March 19, 2009, 29 states have adopted UPMIFA as law and the Uniform Act is presently pending in an additional 16 jurisdictions. By the end of 2009 in most of the United States, attorneys representing nonprofit institutions, and those who donate to them and their endowment funds will be governed by new state law that replaces the UMIFA, which had been the law in 47 states since 1972. n  more...

Creating Investment Policies For Your Nonprofit: Risk Tolerance, Reserve Funds and Portfolio Management Capacity ...fall in line with the needs, risk tolerance and portfolio management capacity of your organization are critical to its success. At this teleconference we will take a strategic look at the components that contribute to creating strong investment policies. Included will be discussions on understanding the needs of your organization, spending rates, communications with your board committee and  more...

Management and Protection of Wetland Buffers nBuffers are upland or riparian areas that separate wetlands or other aquatic resources from upland areas, which are often found in developed or agricultural states. They are very critical to the ecological integrity of the wetlands and typically consist of native plant communities that reflect the local landscape and ecology. They perform a variety of habitat functions for wildlife and other  more...

Managing And Disciplining Unsafe Employees - A Cornerstone Of An Effective Safety Program nThis teleconference will examine the importance of managing and disciplining unsafe employees on the success of any business. Part of the discussion will examine the potential detrimental impact of ignoring unsafe employees can have on a company and the possible civil and criminal liability that can occur. This teleconference will examine the policies and procedures that need to be in place to  more...

Establishing Payment Arrangements: Beyond Net 30 nMore than 10,000 businesses have slow or nonpaying customers. How can you collect that money efficiently and quickly and keep that money coming in? The credit crisis, high fuel costs, job losses, bankruptcies, foreclosures and the failing economy are all contributing to factories closing, job loss and business owners going out of business because they can't get paid. Maximize your in-house  more...

Stemming the Tide: 10 Best Practices for Litigation Expense Management nNew rules governing e-discovery, a continued increase in corporate reliance on electronic data and growing sophistication of plaintiffs' counsel have all combined to result in skyrocketing litigation costs with no end to this growth in sight. This comes at a time when pressure from business clients to reduce the cost of legal services is at an all time high. This teleconference will suggest 10  more...

Optimize Your Workforce Scheduling ...tmare. 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 approach to determining staffing needs, analyzing the current  more...

401(k) Plan Costs Including Recent Update on Supreme Court Rule LaRue v. DeWolff, Boberg & Associates Inc. ...s sponsors of 401(k) plans and places companies and their management potentially in the cross hairs. From Enron, Worldcom and Sarbanes-Oxley, to the more recent massive class actions filed against Fortune 500 companies regarding 401(k) plan service fees, decision makers face increasingly tough choices and more difficult compliance challenges when it comes to providing 401(k) plan benefits.  more...

Designing Effective Interest Rate Risk Management in Turbulent Times ... 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, analysis and, in some cases, assistance. We will look at the common measurement practices using real examples and  more...

Current Issues in Construction Lending ... 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 troubled borrowers who cannot sell their products. Some of the techniques include performing adequate interest carry analysis, understanding your rights afforded in the  more...

Managing Risk and Investments for Trustees and Other Fiduciaries ...of the investment performance of trust assets under their management, as a practical matter, claims by beneficiaries for poor investment performance will only be raised when the trust has sustained losses. Further complicating the matter, such litigation may not occur for many years after the initial investment decisions in question were made, and the people involved in those initial decisions  more...

Begin With the Brain: Three Things Educators Need to Know! ...ss, create systems and procedures for effective classroom management, encourage discovery play and orchestrate opportunities for active processing. Discover how to create a brain and body compatible environment that will bring the JOY of learning into the classroom! n nLearning Objectives n- You will be able to review how perceived threat, stress and lack of classroom organization can minimize  more...

Conducting Successful HR Audits ...'s certainly one of its largest expenses. Yet many of the management techniques and assessment tools used to manage and assess other assets and processes of the organization have not been applied to HR. That is changing. As the implications and risks of misaligned, mismanaged and unlawful employment practices become more obvious, organizations are increasingly turning to HR audits to help them  more...

Detention Pond Design: Water Storage Solutions ...u will learn design tips for both dry and wet storm water management ponds. You will understand the relationship between variables in hydrologic and hydraulic runoff models and their impact on pond design. You will learn about the impact of USEPA Phase II storm water regulation. n nLearning objectives: n- The attendee will be able to differentiate wet vs. dry ponds. n- The attendee will be able  more...

Restructuring: Changing Your Choice of Business Entity ...fe cycle as it grows. The plans of its owners change, and management succession and exit strategies become more immediate concerns. As a result, initial tax and state law decisions need to be revisited, and when warranted, consideration of changes to a company's tax and legal structure may be advisable or necessary. This teleconference will provide you with a review the various alternative  more...

Electronic Record Retention: Mistakes HR Professionals Can Avoid ...ds. 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 system with all the items  more...

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

Advanced Records Management: The Intersection of Good Records Management and eDiscovery Preparedness ...management can have an enormous impact on e-discovery preparedness and a corporation's bottom line. While many corporations have established policies related to paper records, many of those same corporations have failed to update those policies to account for their rapidly increasing volumes of electronically stored information. No form of ESI demonstrates these complex issues more so than  more...

Effective Job Cost Reports in Construction Project Management ...imely 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 teleconference will address the entire life  more...

Auditory Processing Disorders: An Effective AUD/SLP Collaborative Approach To Evaluation And Treatment ...the speech-language pathologist in the identification and management of APD? How can audiologists and speech-language pathologists collaborate effectively in the evaluation, diagnosis and treatment of APD, and what are the benefits of an effective collaboration? How can audiologists and speech-language pathologists collaborate effectively to help the child with APD function more effectively in  more...

Return on Investment for Wellness Programs ...livers significant bottom line results. We'll discuss the management of wellness program performance and how selecting the right metrics can provide an ROI reporting structure that is comprehensive, business-focused and will help you communicate effectively with your executive team and, equally important, secure their buy-in. Finally, we'll wrap up with a real-world conversation that highlights  more...

Aging Building Management: Best Practices in Development Long-Term Capital Plans ... And the various stakeholders in the capital planning and management process must be able to see the long-term impact of different investment decisions. In addition to condition information, by considering sustainability recommendations along with systems life cycle requirements, building owners and managers can optimize recapitalization and greening initiatives. n nRegister for this  more...

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