Not Telephone Seminars - Training Resources

Preparing for the Unexpected Departure of Key Employees: An Introduction to Replacement Planning ...oss in hostage-taking situations. Replacement planning is not the same thing as succession planning or talent management, though many organizational leaders confuse them. This teleconference helps you understand the key components of effective replacement planning and its value as a starting point for succession planning and talent management. It also helps you realize what can happen to your  more...

Corrosion Control for Water System Piping & Storage Tanks ...sociated fittings. Eliminating or reducing corrosion will not only help conserve water, but also reduce leaks and extend the life of water piping systems. Topics to be reviewed and discussed will include stray electrical currents, aggressive soils, bimetallic coupling, coatings, cathodic protection, corrosion coupons and polyethylene encasement. Several municipal case histories will also be  more...

Drafting Document Retention Policies ...e to abide by a reasonable document retention policy will not be taken lightly and the risks created by document mishandling and the responsibilities to ensure correct handling will often fall to both inside and outside counsel. This teleconference is designed to help you gain a better understanding of the important factors that must be considered in developing a document retention policy, as  more...

Evaluating Your Third Party Administrator: Are You Getting What You're Paying For? ...efit plans. However, proper administration by TPAs should not be taken for granted. As with all facets of employee benefit plans, TPAs need to be monitored and evaluated to ensure proper plan administration and fulfillment of a plan sponsor's fiduciary responsibility. This teleconference explores the key roles of TPAs, how to evaluate a TPA and the key areas to be evaluated to ensure you are  more...

Understanding LEED for Sustainable Building ...ncerning the LEED rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. LEED is a registered trademark of U.S. Green Building Council and this event is not sponsored by or affiliated with U.S. Green Building Council. Learning Objectives - You will be able to explain the role of green building criteria in sustainable design. - You  more...

Traffic Management for Construction Work Zones: Unique Challenges and Solutions ...d to prepare and implement traffic control plans often do not understand how to process the approval and satisfy the agencies requirements, as well as federal and state occupational regulations. Understanding the MUTCD and agency requirements, as well as their newly implemented regulations can impact schedule and costs. This teleconference will help you understand how first to establish a  more...

California's New State Court E-Discovery Rules: Do Try This At Home BenefitsOn June 29, 2009, Governor Arnold Schwarzenegger signed into law AB 5, California's first set of statutes designed to address the realities of electronic discovery. AB 5 added two new statutes to the California Code of Civil Procedure and amended 19 pre-existing CCP sections. On August 14, the Judicial Council followed suit by amending Calif. Rule of Court 3.724 to require early meet and  more...

Discover the Secrets of Microsoft(R) Excel Pivot Tables ... 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 sponsored by or affiliated with Microsoft  more...

Building Preservation: Preventive Measures to Combat Deterioration ...or your organization. Learn that repairing a building but not fixing the problem is a waste! Learn how to work with government agencies, not against them. Find out where to start, who can help you and how to identify the best qualified assistance. Learning Objectives - You will be able to discuss the investigation process. - You will be able to review restrictions and agency requirements. -  more...

Ethical Implications for Attorneys Transitioning to New Firms ...al ethical issues, such as confidentiality and conflicts. Not knowing and understanding these ethical issues and implementing procedures to avoid a violation of the pertinent rules may lead to claims against the attorneys and firms involved and can result in financial loss and an impaired reputation. This 90-minute teleconference will address the fundamental professional rules implicated by an  more...

Best Practices in Nursing Documentation: Writing Effective and Legal Proof Notes ...nurses and other health care providers hand-wrote cryptic notes on essay paper-like chart pages that rarely were ever looked at again. Long gone, also, are the days that physicians would only look at labs, reports and other physician's notes, expecting the nurse to call to the physician's attention anything important about the patient so they didn't have to read nurses' notes. Electronic  more...

Gatekeepers & Voice Mail: How to Reach Your Prospects Directly ... on your prospecting calls you leave voice mails that are not returned, if your introductory emails are deleted and/or if you 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.  more...

The Art and Science of Ethically Firing a Client ...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 relationships with the court, implications of common-law fiduciary duties and the  more...

Conflicts With Additional Insured Coverage ... orders often require contract counterparties to add one another as additional insureds to general liability, property and other insurance policies. Relying upon another parties' insurance coverage can offer important benefits to the additional insured, whose own insurance coverage may not be implicated in the event of a claim. At the same time, relying upon additional insurance coverage can  more...

How to Successfully Identify, Propose, Win and Manage Government Contracts ...ucting business with the federal government. They also do not know of the many tools and resources at their disposal. This teleconference provides those responsible for or trying to penetrate the federal government market space with valuable insight into the intricacies of the federal government acquisition lifecycle. It also helps you understand necessary information regarding the  more...

Techniques to Prepare for Difficult Employee Discussions ... a daunting task because of their confrontational nature, not to mention the record that you're creating, which can land your company in legal hot water. Well, fear not - Join us for this Lorman teleconference on preparing for difficult employee discussions with employment expert Paul Falcone, author of 101 Tough Conversations to Have with Employees (AMACOM Books, 2009), so that we can  more...

Bankruptcy Basics for Paralegals ... bankruptcy world is full of traps for all professionals. Not only must you be familiar with the Bankruptcy Code, which is often amended, and case law, but also the often overlooked federal rules of bankruptcy procedure, local rules and judge-specific rules. Scott Brown - a national humor columnist by day and a bankruptcy lawyer by night - puts a unique spin on issues germane to the bankruptcy  more...

Avoiding the Pitfalls of GMP Contracting ...utes that strongly suggest that the parties using them do not fully understand: (a) the differences between GMP contracts and the contracts that the users are used to working under, or (b) the risks that are inherent to this delivery system. This teleconference is designed to highlight those differences and alert you to the unique risks of using this format. This program will be presented in  more...

Mechanics Liens in Massachusetts: Protecting Your Lien Rights in Uncertain Times ...nics lien law is often confusing, even to lawyers who are not expert in its detailed provisions. By attending this teleconference you will learn how contractors, subcontractors and suppliers can protect their payment rights by using mechanics liens, and to learn how owners can defend their rights against liens by understanding the many technicalities of the mechanics lien process. Learning  more...

Common Pitfalls of Certificates of Insurance ...bility exposures companies and individuals face. They are not policies of insurance. Disclaimers recently added to standard certificates of insurance are causing confusion and open the door to assuming unexpected risk. This teleconference will walk through why certificates of insurance are used, what are standard ACORD certificates, modifications of ACORD certificates, differences between  more...

Utilizing Graphs and Charts in Microsoft Excel ...es. 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 meaning, buried in the obscurity of a sea of numbers suddenly springs to life in a chart - you get the big picture at a glance and Excel gives you a ton of formatting tools to add flair and pizzazz that enliven presentations and reports. This  more...

Medical Records Releases, Retention and Confidentiality Requirements ...d stimulus bill and made applicable to entities that were not subject to HIPAA before. This teleconference will also identify common state statutory and regulatory schemes that deal with medical record release and retention. It will also offer some advice, tips and sample policies that can be used by medical providers and other record holders to help ensure compliance with these wide-reaching  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...

Dealing With Employees Who Have Been Charged With a Crime ...ed or has been charge or incarcerated for a crime but has not yet been convicted? For example, can an employer fire such an employee before any charges have been the subject of a formal trial? Alternatively, can the employee be suspended for such an offense, and if so, is it justifiable to do so with or without pay? Because more and more employers are finding themselves faced with this dilemma,  more...

Innovative Energy Saving Strategies for Manufacturers ...ss new strategies to help manufacturer's see new ways are not always bad and investigate how reducing energy costs can provide manufacturing with very high ROI. This teleconference is critical for you to understand how reducing energy can become a revenue generator. Manufacturing engineers, presidents, vice presidents, plant managers, quality control personnel, operations managers, facility  more...

Reading and Understanding Soil Reports ...ave hired a consultant to provide you a soils report does not necessarily mean it will be put to good use. Many of the terms and even the recommendations given in soils reports could use some explanation. This teleconference will help you understand what type of soils report you may need, the technical terms found within the soils report, what is really the important information you need to get  more...

Strategies for Reducing Unemployment Claims Costs ...ensation benefits no matter what they do - so why bother? Not so. This teleconference will assist you in defending against unemployment compensation claims, thereby reducing your costs. In doing so, you will learn the importance of accurately and persuasively completing the unemployment compensation questionnaire, thorough documentation, the orderly presentation of their side of the story, the  more...

A Primer on Social Security Disability Law BenefitsThe Social Security law encompasses the Social Security regulations which span nearly a full volume of the Code of Federal Regulations, many volumes of law reporters, dozens of separately issued Social Security rulings and many volumes of internal regulations. This is why most lawyers do not want to develop an expertise in this area. This teleconference is designed to give you a broad  more...

Medical Records: Responding to Subpoenas and Investigations ...gal issues abound in the medical records arena. If you're not up to date on medical records law, your company could face serious legal and financial liability risks. Attend this teleconference and gain critical information on confidentiality, disclosure, documentation requirements and HIPAA issues you face every day. You'll learn everything you need to know to deal with the changing legal  more...

White-Collar Defense Strategies and Developments BenefitsWhite-collar criminal defense is very different from the defense of other criminal cases. It must be approached uniquely from the time an attorney first learns of a client's target status in an investigation through trial. Failure to understand these differences and nuances can be fatal. This teleconference will examine some of these most important distinctions, and discuss the proper  more...

Stark Act Update: Recent Changes and Operational Challenges ...licated and all components of an applicable exception are not met, the physician cannot refer to an entity that he or she has a financial relationship with and the entity cannot bill for designated health services. A seemingly minor infraction can impose significant financial fines and penalties. Attend this teleconference and you will be able to understand the basics of the Stark Act, recent  more...

S Corporations: How to Avoid Common and Often Overlooked Pitfalls (Simple to Complex) ...onference will identify the most common pitfalls, such as not properly maintaining earning accounts, ineligible shareholders, the one class of stock principle, invalid or missing S Corporation elections and built-in gain. You'll not only learn how to identify these pitfalls, but you'll also get practical tips on dealing with them. Accountants, CEOs, presidents, vice presidents, CFOs,  more...

Complying With OSHA Recordkeeping Requirements ...igned to ensure that recalcitrant employers OSHA views as not meeting their obligations under the OSH Act are targeted for additional enforcement actions. One of the key components of OSHA's strategy for identifying workplaces to be inspected and an item reviewed in virtually every inspection conducted, is injury and illness recordkeeping. This teleconference is designed to familiarize you with  more...

Protect and Collect - The Effective Use of Engagement Letters BenefitsToday's economy finds companies in every industry, including professional service firms, looking at best practices to keep revenues steady and to decrease liability. The collection process has become more burdensome as cash flow tightens across the country. With more and more lawsuits arising against professional service providers and their firms, law firms, accounting firms and even  more...

Employee Wages: Administration of Caps, Freezes, Reductions and Furloughs ...time can be viable alternatives to job cuts, but they are not without legal risk. This teleconference will address the legal and business cases for compensation adjustments and provide a road map for implementing wage cuts, caps and freezes so that employers can realize their goal of cost savings without buying expensive legal claims as part of the package. This teleconference will also outline  more...

Understanding UCC Article 9 Foreclosures ...ons pose an alarming rate of defaults on commercial loans not seen in years. With defaults commonplace and secured creditors facing challenges in protecting their interests, foreclosing on assets under UCC Article 9 may be the right option. If appropriate, a public auction, private sale or friendly foreclosure under Article 9 may provide a quick and relatively inexpensive resolution. The UCC  more...

Family Limited Partnerships in Estate Planning ...ted partnerships or family limited liability companies do not understand the reasons for forming these entities in the planning process. They also are not clear on what is the current status of statutory and case law concerning the continued use of these entities. This teleconference will help you learn to identify when the use of this entity for a particular client situation is warranted and  more...

Juvenile-Onset Bipolar Disorder: Discussion, Diagnosis and Treatment Considerations ...o be an advocate for the child and family if the child is not receiving the most up-to-date treatment will also be discussed. What is the role of testing and what type of testing is most helpful for these patients and the family and schools? The benefit for participating in this interactive teleconference is a heightened awareness of this diagnostic category and new skills to approach it with  more...

Updated Best Practices for Legal Holds In Civil, Criminal & Business Contexts ...evastating problems that your clients may face if they do not plan for effective legal holds in anticipation of legal proceedings. Specifically, you will learn how courts and government investigators are interpreting the basic requirement to preserve information in 'reasonable anticipation' of litigation or other formal proceedings. You also will learn how to work with your clients in planning  more...

Current Issues in Real Estate Appraisals ...and appraisals completed. When this process is short cut, not understood or abused, the financial wheels come off and billions of dollars are at risk. This teleconference will help you understand the appraisal process, identify of risk in appraisals and understand how to asses the risk of your real estate asset. This program will provide industry insider intelligence that will increase your  more...

Taxation of Gifts, Prizes, Bonuses and Awards BenefitsParticularly in difficult economic times, employers are looking to provide benefits to employees with the least cost, both to them and employees. Gifts and prizes can be a good yet inexpensive way to boost morale, unless employers and employees alike fail to understand the tax consequences and end up with an unintended and unwanted tax bill. This teleconference will explain the tax  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs ...transaction - and while tax opinions are helpful, they do not provide the certainty of qualified advice from the IRS. This teleconference is designed to discuss how, when and why to seek qualified written advice from the IRS, normally in the form of a private letter ruling request, a review of the ruling requirements set forth in Rev. Proc. 2009-1, what is not covered by a private letter  more...

Increasing Sales with LinkedIn BenefitsThe 'LinkedIn for Sales' training will teach 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  more...

Microsoft Outlook 2007 Tips and Tricks BenefitsOutlook is a powerful, feature-filled personal 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  more...

The Claims Process on Federal Government Contracts - Maximizing the Return on Your Investment ...terminations. However, all too often these contractors do not understand how to effectively seek compensation for these additional costs. This teleconference will help you understand the types of costs you can recover, the circumstances under which certain costs may be recovered and how to go about recovering these costs. This teleconference also explains the claims process under federal  more...

Federal Tax Classification of Series LLCs ...t treat single member LLCs as disregarded entities but do not treat business trusts as disregarded. It can also be useful for estate planners to avoid multiple LLCs when the senior generation wants different treatment and ownership for their assets. This teleconference will review the history of the series LLC and the Internal Revenue Services rulings and regulations that address the  more...

Trucking Litigation ...g and bus companies seems straightforward. Unfortunately, nothing could be further from the truth. Come hear how to negotiate the waters and learn how the myriad of confusing federal and state regulations could torpedo your case. Hear from the former top U.S. D.O.T. trucking lawyer on how to utilize federal and state information to help bolster your case. You will also hear from a veteran trial  more...

Case Study: What Makes Dixon Schwabl One of the "Best Small Companies to Work for in America" BenefitsLearn how to motivate, empower and excite employees to build a great place to work. Dixon Schwabl, Inc., CEO Lauren Dixon will share her experiences developing a company culture built on flexibility, freedom and respect for employees, inspiring an innovative approach to everyday workplace practices. No matter the size, geography or industry - any company can be a great place to work. Ms.  more...

Use of Terms and Conditions in Purchasing Contracts ...o expose that what is hidden in that microscopic text are not only acronyms that can be legally determinative if a controversy develops, but also a host of potential career limiting provisions for the purchasing professional. This teleconference is designed to help you understand not only the explicit text of terms and conditions used by most companies, but also put the text of the terms and  more...

Ground Failures and Other Groundwater-Related Property Damage ...as a major contributing factor. Even if ground failure is not involved, water itself can cause expensive damage; groundwater intrusion into structures is a challenging problem to isolate and control. This teleconference will help you identify and minimize potential problems related to the effects of water on soils and building foundations. Case histories provide examples of groundwater-related  more...

Legal Overview of Financial Records: Obtaining and Understanding the Information ... offices today 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  more...

LEED Tax Incentives and Credits for Green Buildings ...ncerning the LEED rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. Learning Objectives: - You will be able to list federal, state and utility incentives and rebates. - You will be able to discuss financing and loan programs. - You will be able to explain the impact of American Recovery Reinvestment Act. - You will be able to  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...

The Fundamentals of Estate Planning for Pets ...s ill equipped with how to address the client's concerns. Not only will this teleconference give you the opportunity to learn some of the various techniques out there for the care for pets in a client's estate planning documents, but it will give you the opportunity to equip yourself with the knowledge necessary to ask those critical questions that the client may not have otherwise have thought  more...

Today's Legal Medical Record - A Hybrid Record ... legal medical record include versus those items that are not included. We'll also look at how we transition our forms or documentation committee for a hybrid record and how we begin to operationally prepare ourselves for the changes within the HIM department. Medical records directors, health information directors, coders, business managers, office managers, nurses, hospital  more...

The Interstate Land Sales Full Disclosure Act: Application to Condominiums and Single Family Homes ... the federal Interstate Land Sales Full Disclosure Act do not understand how to comply, or perhaps worse, they think they're in compliance when they're not. These developers do not understand either how to draft unit purchase agreements to comply with the completed home exemption or when circumstances of their program would indicate consideration of registration. This teleconference will help  more...

Direct Cost Accounting and Indirect Cost Allocation for Not-For-Profit Organizations BenefitsThis teleconference will help you deepen your understanding of direct cost accounting and indirect allocation rules, risks and best practices to achieve compliance with accounting requirements and maximize cost reimbursement. Accountants, attorneys, executive directors, officers, controllers, CFOs, tax managers and enrolled agents  more...

Electronic Invoicing and Payments: Paperless A/P Best Practices ...he coveted paperless status but pulling off this caper is not a feat reserved for only paper mavericks. Instead, we can show you there is a way to achieve a paper-free environment and realize your ROI. In this teleconference, e-invoicing architect Henry Ijams will discuss your options for a paperless invoicing process and guide you through a paperless plan. Purchasing managers, material  more...

Opt-Out Incentives and Other Cost Cutting Measures for Health Plans BenefitsThe recent debate regarding health care reform has highlighted for the public what employers have known for years - health care is expensive. Employers have for years looked for creative ways to alleviate double digit annual increases in the cost of health coverage provided to its employees. Employers have toggled deductibles and co-payments, and they have implemented wellness programs and  more...

Payroll Tax Pitfalls: Preventing IRS Penalties and Personal Liability for Late Payments ...r fulfilling a company's payroll tax obligations often do not realize the substantial penalties that can be imposed by the IRS against the company when payroll taxes are not timely deposited or paid at all. Additionally, in certain situations, officers and employees can be held personally liable for past due payroll taxes. This teleconference will help you understand the procedures and  more...

Employee Safety and Health Systems: Cutting Injuries Using the Team Approach ...e 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 installation and implementation of the system described in this teleconference, you will see a 40 to 50 percent reduction in injuries within the first year of  more...

Pupil Records: Rules, Responsibilities and Requirements ...metimes murky waters of pupil records laws. You will gain not only an overview of the fundamentals of pupil records law and latest developments, but also a practical framework for applying those fundamentals to the issues described above and many more. Whether you are new in the area of pupil records or a veteran seeking to hone your understanding and keep abreast of recent developments, this  more...

The UCC Article 9 Update ...velop, and practitioners are beginning to identify issues not contemplated by the drafting committee. The changes to the Article 9 filing system were significant and the prevalence of filing cases suggests that secured parties need to be reminded to do a better job. You also need to be aware of characterization issues and the potentially significant adverse impact if a deal that is documented  more...

Jeopardizing Exempt Status: Top 10 Mistakes Employers Make and How to Avoid Them ...e 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 which  more...

FAS 117-1: Endowments of Not-for-Profit Organizations BenefitsIn 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...

When HOA's and the IRS Compete for Lien Property: Lien Priorities, Perfections and Foreclosure Rights ...code. We will also discuss when the federal tax lien does not take priority over an HOA lien. Considering these respective lien rights, we will discuss an alternative analysis applying the choate doctrine under federal case law, which requires a comparative look at when association liens arise versus when an IRS tax lien is properly recorded. Because of a lack of legal opinions published in  more...

Setting the Stage for Rehiring: Logistic and Liability Issues ...which employees to rehire, dealing with employees who are not rehired, and logistical issues from communications to benefits issues and reintegrating employees back into the organization. We will also cover legal obligations and liabilities that can arise during the rehire process and tips to minimize those risks. Human resource managers, benefits and payroll administrators, presidents, vice  more...

Medicare Secondary Payer Act - Protecting Medicare's Interest in Insurance Settlements ...y known 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  more...

Covenants Not to Compete and Trade Secrets ...ight and trademark concerns. You'll learn about covenants not to compete, nonsolicitation agreements, confidentiality and nondisclosure agreements, trade secret protection and misappropriation, the Uniform Trade Secrets Act and state trade secret statutes, the doctrine of inevitable disclosure, reverse engineering, developing a trade secret protection program, assignments of inventions by  more...

Deductions From Pay ...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 deductions. This teleconference is intended to provide you with information and practical advice on the requirements of the FLSA as it applies to white-collar exemptions and  more...

Advanced Microsoft Excel Formulas and Functions: Master Your Usage of Excel's More Powerful Formulas and Functions ... out by having overlooked some powerful functions or just not be aware of special capabilities, like array formulas. There's no question that Excel's 300+ functions give you tremendous capabilities to tackle a myriad of statistical, mathematical and financial challenges, not to mention functions that extract valuable date information and let you manipulate text at the character level. But who  more...

Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science BenefitsThis teleconference will bring together a panel with differing perspectives on the use and creation of investment policy statements, including outside legal counsel to address perceived problems arising from nonconforming activities; inside legal counsel to discuss techniques for ensuring that the instrument clearly and fully reflects the investor's expectations and the firm's  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, you  more...

Form-Based Coding: An Alternative to Conventional Zoning ...g regulations will be reviewed. Form-based provisions may not fit neatly into a municipality's existing zoning and subdivision framework. Practitioners must consider a variety of legal issues, such as the municipality's general authority to adopt form-based provisions, application and approval processes, and the treatment of nonconforming structures in a form-based district. This  more...

Documenting and Organizing LEED Projects: Lessons Learned for Better LEED Submissions ...ncerning the LEED rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. Learning Objectives - You will be able to summarize the LEED documentation process. - You will be able to compile information for LEED submittals. - You will be able to record progress toward achieving LEED points. - You will be able to formulate tools available  more...

Legal Traps of Internet Activities for Nonprofits BenefitsThe Internet is essential to the functioning of virtually every nonprofit organization, yet it is fraught with a host of legal pitfalls. This teleconference will focus on the legal traps of Internet activity: the tax impact of web-based advertising and related activities, the potential issues involved in fundraising through the Internet and the risks of utilizing emerging social media to  more...

Unclaimed Property Compliance: Are you Ready for the Upcoming Reporting Deadline? ...questions, this teleconference is for you! Believe it or not, there are still many companies who are unfamiliar with the various state unclaimed property laws and struggle with how best to implement sufficient internal controls and reporting procedures. With an emphasis on compliance with Sarbanes-Oxley regulations, it is imperative that your company has pro-actively ensured that you are  more...

Commercial Ground Leases: A Conceptual Framework ...not have enough direct experience with ground leases to negotiate them effectively. Indeed, lessons learned in negotiating ordinary leases often mislead lawyers handling ground leases into taking negotiating positions that are fundamentally incompatible with the economic basis for ground lease transactions and the requirements of leasehold lenders. This teleconference, which begins with a  more...

Developing a Pay-for-Performance Plan ...ood and apple pie - everyone agrees with the concept, but not everyone can achieve the desired results. This teleconference will present the concept of pay-for-performance and its relationship to the compensation strategy. You will learn about the various performance-based plans that can be developed within base salary and variable pay components, and the design elements that can be included.  more...

Pricing and Cost Analysis in Purchasing ...at they purchase. The objective of price-cost analysis is not to get the lowest price, but to obtain the best value with consideration for delivering time, acceptable quality levels, in the appropriate quantities. In general price is important; however, remember it is only one of many variables that are included in purchasing decisions Purchasing managers, buyers, contracting and materials  more...

Commercial Foreclosure Due Diligence Checklist: What to Do Before, During and After Foreclosure ...nd the collateral as soon as possible. Should the default not be cured or the parties not be able to restructure the loan, the lender faces the options of foreclosing on the property, taking a deed in lieu of foreclosure or exercising other remedies that may be available to it. But these steps pose additional concerns that the lender must address, including potential lender liability claims. In  more...

Preparing an Accurate Form 1041 ...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 how to properly prepare Form 1041 for probate estates and simple and complex trusts. Learn what is taxable to and deductible by a fiduciary entity. Discover the required allocation rules concerning  more...

Online Collection Techniques: Do's and Don'ts BenefitsTechnology has changed how we communicate and do business. Debt collectors have the added challenge of trying to contact debtors who may only correspond via email or online portals. Some debtors no longer have a land line phone and only use cell phones, texting, email and instant messages to communicate. How can debt collectors face this challenge while following debt collection laws that  more...

Working With Challenging Parents: Strategies and Techniques .... When tensions between you and a parent escalate and are not resolved, all parties lose out. Valuable time, resources and reputations can be snagged in a spiraling power struggle or in seemingly endless efforts to engage the demanding or avoidant parent. Staff can become demoralized, defensive and protective of their positions; parents lose trust and hope. The child is caught in the middle.  more...

Prevailing Wage Law--An Understanding of The Davis-Bacon Act ...ral government. Federal public works contractors often do not understand the requirements for complying with the Davis-Bacon Act when bidding on and performing federal public works contracts and the consequences of noncompliance. This teleconference will provide you with the information you need to understand the specific requirements of the Davis-Bacon Act, when it applies, and the process  more...

Collection Issues for Condominium and Homeowners' Association: Legal Tips, Concepts and Current Trends in Assessment Collection ... inundated with delinquencies and legal issues in degrees not previously experienced. What may have been generally accepted as effective practices just a few years ago to collect unpaid assessments may not be working in today's economy. This teleconference will discuss various legal rights, remedies and proceedings related to community association assessment collection, particularly in light of  more...

Fundamentals of SBA Lending: Documenting, Closing and Funding the SBA Loan ...vernment. 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 occurring to the program over the last several months, it is critical to understand the new regulations and the way to make the SBA loan programs work for you. Presidents, vice presidents, branch managers,  more...

Practical Transportation Design and Solutions: Concepts and Implementation ...g the need for a disciplined planning and design approach not encumbered by arbitrary design guidelines, which will free resources to meet additional system needs across their jurisdiction. Learning Objectives - You will be able to explain how to establish project priorities based on a system-wide optimization model. - You will be able to identify an approach that allows a project to achieve  more...

Medical Identity Theft: Why You Must Prevent and How to Minimize Its Occurrence ...r 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 information about a patient to be accessed and misused. This violation of privacy can have devastating impact on the patient, medically and financially; the resulting reputational and financial fallout  more...

Collective Bargaining and Construction Labor Contracts ...ning agreements and later find out that the agreements do not accurately represent the verbal understandings they had reached with the union. Many of these contractors soon learn they are bound to the collective bargaining agreements for longer periods of time than expected and that the agreements cover all projects involving work within the union's jurisdiction. As a result, the contractors  more...

How to Legally Handle Travel Pay ...not understand how to compensate an employee properly for time spent traveling to destinations other than a regular work site. Many companies send employees to conferences and other work sites using commercial travel and personal vehicles. This teleconference will enable you to understand how and when to compensate an employee for travel time away from a work site. You'll find out how to  more...

Current Issues in Cell Tower Leases ...iting, including what may be included in a lease that can not be included in a government-issued permit, site location and value, lease term and terminations, access requirements, interference regulation and mitigation, design and camouflage, radio frequency emissions regulation and mitigation. Learning Objectives - You will be able to discuss the common elements of private wireless site  more...

Measuring Inefficiency on a Construction Project ...ng how to price inefficiencies. The course materials will not only describe the most practical and proven analytical techniques, they will also teach you, through practical exercises and case studies, how to perform a measured-mile analysis. Learning Objectives - You will be able to identify potential sources of inefficiency. - You will be able to manage and measure productivity. - You will  more...

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan ... retirement plans so that the valuable 'stretch out' does not become a 'blow out.' Most trusts are inadequately drafted to handle retirement plans, especially in light of the recent changes of the Pension Protection Act. New preparer penalties put an additional premium on determining whether the trust is likely to qualify. This teleconference will help you understand which trusts qualify and  more...

Developing, Managing and Analyzing a Budget: Understand and Implement an Effective Budget for Better Management and Financial De ...profits 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 environment and procedure that is a tool for attainment of organizational goals. A suitable budget will, indeed, help define and shape those goals, as well as evaluate the likelihood of achievement. Accountants, tax managers,  more...

Employee Engagement in Troubled Times ...tion to positioning individuals and teams to succeed will not only allow organizations to weather the storm, but also to emerge from the downturn in a stronger competitive position. This teleconference will first review the challenges companies face in a difficult economic environment and then outline a 'path to performance' for generating business results through enhanced levels of employee  more...

Construction Documentation: Preparing Effective Job Records ...on of that dispute. This teleconference will help you to not only recognize the significance of various project documents, but also the true importance of the information recorded. The teleconference will also explain what to document, when and how to record it, and who should take responsibility for preparing various project files. This teleconference will arm you with vital information on  more...

Funding Trusts in Estate Planning ...ugh the time and expense of creating a revocable trust to not properly fund the trust. Failing to fund a revocable trust will often defeat the very purpose for creating such a trust, i.e., avoiding probate and the public disclosure of assets. This teleconference will provide an overview of the mechanics of contributing property to revocable trusts, and the timing and tax consequences of funding  more...

Not in My Backyard (NIMBY): Overcoming Development Resistance BenefitsNIMBY resistance to land use proposals can add millions to the cost of the development project and add months to the permitting process. This teleconference will provide practical, actionable tools to anticipate and avoid community resistance to controversial land use projects and to actively build community enthusiasm for the proposal. We'll begin with an in-depth look at managing hostile  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...

Cracking Nuts: Locating Hidden and Transferred Assets ...torneys and creditors. Too often debts and collateral are not recovered from cunning debtors. Most of us are familiar with the shell game in which someone puts a ball under one of several shells and then mixes up the shells leaving another person to guess which shell the ball is under. Debtors like to play 'hide the ball' under shell companies. Creditors who entertain that game are missing the  more...

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

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

Effective Job Rotation Programs: Development and Implementation ...t 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 programs touch a narrow segment of the workforce, are limited in subject scope and often operate with goals that do not flex or align with the organization's business strategy. Today, more than ever before, the survival and  more...

Current Issues in Attributional and Agency Nexus ...esence in the taxing state. However, physical presence is not limited only to direct presence. It may also be established indirectly through relationships with third-parties in the taxing state. In today's economy, states are pushing nexus limits farther than ever before and are increasingly focusing on third-party and affiliated relationships as a means to create nexus. This teleconference  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 ...n. R D and product development measurement practices have not changed significantly over the past 30 years, while other business functions have undergone transformations. Globalization, business alliances and the need for improved organic innovation to gain strategic advantage are driving significant changes in measurement practices for innovative functions. Improvements in the science of  more...

Purchasing Law: Breach, Repudiation and Excuse ...er the Uniform Commercial 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  more...

Major Issues in WiMAX Tower Leases and Zoning ... WiMAX antennas. WiMAX has unique zoning issues, due to not getting the special treatment granted phone companies. In California and states with similar laws, required environmental reviews may have to examine the entire proposed WiMAX antenna network. WiMAX companies may raise discrimination or other claims, such as claiming protection under federal cell tower zoning or telecommunications  more...

Metadata Scrubbing and Mining - Legal, Ethical and Practical Implications ... that has fallen into your lap. This teleconference will not only cover the key legal, ethical and technology issues; but it will also consist in large part of real-time demonstrations of metadata cleaning and analysis software, proper use of tracked changes, and some do's and don'ts of electronic redaction. This teleconference will be displayed for attendees via GoToWebinar's interactive  more...

Pervious Concrete - The Pavement That Drinks! ...ods, providing for more efficient land use. This benefits not only the building owner economically, but the entire community environmentally and aesthetically. Rather than directing and storing storm water off-site, the pavement's open-cell structure models natural ground cover, allowing rainwater to filter through to the underlying soil. This leads to an equivalent aquifer recharge and  more...

Using Green Strategies for Your Business to Increase Your Profits ...ility is just as relevant during this economic crisis, if not more so (source: World Business Council on Sustainable Development). Obama's Stimulus Plan is focused on green jobs and infrastructure. Monster.com surveys show that green is a critical talent retention strategy. Discover what is driving this wave toward green and sustainable products and services. Find out how your company can  more...

When Worlds Collide - Bankruptcy and Probate ...d determine what issues a bankruptcy court may adjudicate notwithstanding the possible effect on a probate estate, (b) analyze and determine when a bankruptcy court must abstain and when it may abstain from adjudicating issues that have an impact on a probate estate, (c) know what effect the death of a debtor while a bankruptcy proceeding pending has on that proceeding, (d) understand how the  more...

Effective UCC Search Strategies to Minimize Risk ...enders and creditors will want to search for those liens. Notwithstanding the recent revisions to Article 9 of the Uniform Commercial Code (the law that governs most consensual security interests), lien searching remains an art. Issues remain regarding what name to search, where to search and how to deal with past transactions conducted by the debtor's predecessors in interest or by the debtor  more...

Buying and Selling Partnerships, LLCs and Other Similar Entities ... entity model may result in transaction documents that do not accurately reflect the parties' intent and may result in unexpected, adverse tax consequences to the parties. This teleconference will identify some of the major differences between the corporate model and alternative entity model, and specific issues to address and pitfalls to avoid when structuring the purchase and sale of an  more...

Valuation and Reporting of Gifts and Service Donations ...not-for-profits continue to face challenges related to raising money, they are becoming more creative in soliciting donations, resulting in more donations of noncash assets and greater restrictions on contributions received. This is occurring at the same time that there is a higher focus on the definition of fair value. Contributions of gifts and services should be measured at the fair value of  more...

Collection Issues for Attorneys: Practical and Ethical Considerations ...bout the quality of the service or may claim that they cannot pay your fees. Whatever the excuse, it is a problem that can be lessened. This teleconference is designed to provide you with practical and ethical methods how to best avoid this potential problem. The teleconference explains that the best way to avoid problems with getting paid is to establish an effective business intake system  more...

Don't Bet the Company: Understanding and Avoiding Class Actions in Labor and Employment Law! ... through the simple process of becoming a class action. Not only do you have to pay a huge settlement to a large number of class members, but attorney's fees are added on top of that. A classic example of this concerns overtime payments. Employees may show up early or stay a few minutes late, but the employer is responsible for paying overtime for this work, even though it was never  more...

GASB Statement No. 51: Rules for Intangible Assets Come to Governmental Entities ...nment operations for many years, but until now there have not been specific rules on how governments were to account and to report for these assets. GASB Statement No. 51 changes this situation. We now have specific rules on how to account and report for these types of assets. These rules go beyond what is typically found in the private sector as it includes internally generated intangible  more...

Show Me the Money: Determining Return on Investment for People, Projects and Programs Benefits'Show me the money!' is the mantra of the day. Senior leaders in private sector, public sector, and social sector organizations want to see value for investments made in people, projects and programs. This value, more than ever before, is defined in terms of return on investment. Until you can produce solid, verifiable numbers that prove the worth of investments, you may never gain the  more...

How Letters of Credit Work and Why Sometimes They Don't BenefitsThis teleconference will walk you through the steps in the life of a letter of credit, identifying pitfalls along the way. The teleconference will review and illustrate fundamental principles using real-life examples. Our presenter will explain how these principles apply to both commercial and standby letters of credit and how these two types differ. In particular, you'll learn why letters  more...

Collection Techniques for Landlords ...t standard collection techniques and discuss why they may not be effective as they historically have been, to identify alternate collection techniques for you to utilize with respect to both current and future tenants, and to discuss bankruptcy-related considerations you should keep in mind when attempting to collect from your tenants. Attorneys, presidents, vice presidents, real estate  more...

Best Practices to Manage Your Multistate Payroll ...s, employee bonus payments, confusing payroll forms, etc. Not only do you have to know your own state laws but often times neighboring state laws if you have employees across state lines. The taxability of employee benefits is confusing and the regulations are constantly changing. Working time for nonexempt employees is not well-understood throughout the payroll profession and many  more...

Surface Parking Lots Development and Design ...d maintain surface parking lots. This teleconference will not only devote time to surface features, such as pavements, drainage and striping, it will also discuss the importance of paying attention to soil preparation and pavement foundation. Learning Objectives - You will be able to distinguish different types of surface parking lots. - You will be able to review surface parking lots design.  more...

Value Engineering Change Proposals in Government Contracting ...e in those savings to the contractor. Contractors that do not understand the VE clauses and their specific submittal requirements will ultimately forego their share of potentially substantial cost savings. If the VECP procedure is followed correctly, it provides a vehicle through which acquisition and operating costs can be reduced while the contractor's rate of return is increased. This  more...

New Rules and Formats for International ACH Transactions ... being the need to track transactions to ensure funds are not being disbursed to or from individuals that are threats to the U.S. The Office of Foreign Asset 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  more...

Introduction to New ICD-10 Coding: Preparing for Implementation ...s been a renewed emphasis on transition since ICD-9-CM is not compatible with a true electronic health record. In January 2009, the Department of Health and Human Services published a Final Rule for the adoption of ICD-10 effective October 1, 2013. While this seems like a significant time period in order to get ready, there is a tremendous amount of preparation required. This teleconference is  more...

Building Information Modeling: Planning, Design and Legal Considerations ...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 presented that will be of interest for any team member. We will talk about some new developments in BIM contract language that you may have heard about,  more...

Benchmarking your Health Benefit Program: How Do You Stack Up? ...inst 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 evaluate your health benefit program's cost, design and impact on employees with an eye to comparing your plan to others - regionally and nationally. In addition, we will discuss  more...

Paid Sick Leave Update: Policies and Procedures in an Evolving Workplace ...ith a minimum paid sick leave benefit if an employer does not already do so. And while currently federal law only mandates unpaid leave for covered employers, in the near future, it is possible that paid-sick leave programs will be mandated by the federal government. How can employers maintain absence-control programs in light of these evolving legal obligations? Learn about what states and  more...

Design Codes and Standards for Noise Control nAcoustics strongly affects the human response to our environment and yet noise rises to the top of any list of user complaints in buildings. Complaints relate to poor hearing conditions, annoyance from neighbors, inadequate privacy, noisy mechanical equipment and a plethora of other issues. This teleconference will provide you with information on how to use building design to control sound and  more...

Construction Site Hazard Prevention ...rams, translation of requirements to field activities may not be consistent. The most difficult aspect of establishing an effective safety plan involves the establishment of proactive hazard recognition and accident prevention systems. We all want our workers to go home at the end of the day safe and sound to their families. This teleconference will help you achieve that goal by understanding  more...

Successfully Maneuvering the Tax Maze of Amortization Rules ...ulted in a few lengthy sets of regulations that are often not easy to remember or apply. This teleconference provides a framework for identifying and applying the tax rules for the acquisition and creation of intangible assets, as well as costs to facilitate such transactions. Special expensing rules, identifying and fixing accounting method errors, and the treatment of business acquisition  more...

Crisis Intervention Team Training for Law Enforcement for the 21st Century nEstimates run as high as 1 in 5 (20%) of 911 emergency calls to law enforcement involve some component of mental illness component and many reach crisis level. Typical law enforcement training is focused on projecting authoritative persona, command and control, and follow my directions or else. These tactics often lead to use of force and injury for all involved parties. Some lead to litigation  more...

FIN 48 - Uncertainty in Income Taxes nIn an effort to curb the growing number of diverse accounting practices companies are using to analyze and report their tax positions, the Financial Accounting Standards Board recently enacted FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes. It is effective for all U.S. GAAP financial reporting enterprises, including pass-through and not-for-profit entities, for tax years  more...

Understanding the Language of Mold Assessment Reports ...not deal with mold assessment reports on a regular basis are likely to struggle with understanding the language presented in a mold assessment report. They may be prone to accepting the written word of the consultant at face value, without question. This would be a mistake for anyone. For others it could be considered negligent and result in liability. Far too many mold assessment reports are  more...

Why Is This Guy Still on My Health Plan? nThis teleconference will cast light on an area many employers overlook but which has the potential to create significant exposure - that is, failing to coordinate a company's leave policies with the eligibility and termination provisions of its benefit plans. This results many times in inactive employees (inactive usually because of a disability or other leave of absence) lingering on employer's  more...

Water Well Rehabilitation - Technical Considerations and Economic Advantages ...alling new wells. However, the decline of the economy has not reduced the requirement of water purveyors and other well owners to provide a safe and dependable supply of high-quality groundwater. Recent drought conditions in some areas have increased the demand on groundwater supplies, and in less arid areas groundwater wells are also desirable to mitigate security concerns and treatment costs.  more...

Understanding Pregnancy Leave and Return to Work Issues ...not treat pregnant employees any differently from other employees. But, what exactly does this mean? Questions often arise as to how much leave a woman may take, what her rights are when she is on leave and what rights does she have when she returns to work. Employers often times are unwittingly violating the law. This teleconference will help you avoid common pitfalls and ensure compliance  more...

Green Roof Sustainable Design Techniques ...ices do have implications. All green roof assemblies will not confer equivalent benefits. This teleconference will explain how specific aspects of a green roof design will affect long term waterproofing performance, storm water runoff, energy requirements and sustainability. By obtaining a better understanding of green roof design principles, you will be in a position to make better choices.  more...

Valuation for Gift and Estate Tax Purposes in a Troubled Economy nWhether we are in a recession or depression, the values of assets are not what they once were. If you are contemplating whether to consider gift and estate tax planning or executing a plan, what will the impact of this troubled economy be on your tax valuations? This teleconference provides up-to-date guidance on current market conditions, and evolving valuation industry practices and techniques  more...

Patients' Rights Update ...th care facilities. These bills of rights cover basic and not so basic concerns. From the right to be treated with dignity, respect and compassion to the right to privacy, patients and their representatives are speaking out to protect their interests. In this environment, managing patient expectations and providing quality care to patients remain critical for health care providers. When is a  more...

Brownfield Redevelopment and LEED. in 2009 - What Happens When You Mix Green and Brown? ...s the costs incurred for green building related costs may not enhance the market value even on greenfield sites. Now studies indicate that increased energy efficiencies and a market demand for a limited supply of green buildings can provide ROI when measured against the up-front development and construction costs. Green buildings can also yield an increase to net operating income and enhance  more...

2009 Updates to the International Residential Codes ...roversial as jurisdictions will have to choose whether or not to adopt the new codes, such as residential fire code provisions, as system manufacturers and installers work to keep up with the mandates. Some professionals view the changes as unnecessary, express technical concerns or unjustified expense. On the other hand, homes that are constructed under the new 2009 IECC are forecasted to save  more...

Tax and Practical Aspects of Business Succession Planning ... Tax considerations are one part of that plan, but should not take priority over sound business or family considerations. This teleconference will examine the elements of an effective succession plan, some of the reasons for failure of the plan and common solutions that may be implemented to help the plan succeed. The teleconference will also go through three case studies utilizing three  more...

Getting to the Root of Root Cause Analysis ...e delivering "slower, worse and costly." Failure can mean not meeting a customer requirement. It can relate to form, fit and function. Failure can also mean destruction, injury or death. n nWhere do we start looking for answers? How do we get to the real root cause so that we can provide the permanent and effective solutions that our bosses and customers expect us to come up with? How can we  more...

Understanding LEED. for Existing Buildings Operations and Maintenance ...vironment. This teleconference is totally independent and not funded by any building product manufacturer. Your speaker is not currently retained by major corporations or trade associations in the green building industry. n nThis teleconference is based on publicly available information concerning the LEED® rating and certification system, and is not specifically endorsed or approved by the  more...

Doing Business in Texas? An Overview of the Texas Margin Tax ...d with the knowledge that Texas limited partnerships were not taxable, many companies saw little need to delve further into the details of the tax. Beginning with reports due in 2008 all this has changed with the revised Texas Franchise Tax, known as the Texas Margin Tax by everyone but the Texas Comptroller's Office. The Texas Margin Tax raises a variety of issues for tax executives ranging  more...

The New HIPAA Special Enrollment Rules and Related Disclosure Issues ...urrently 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 for failure to comply with the new notice and disclosure  more...

Differing Site Conditions ..., piping and conduits are going to run into each other or not. Accordingly, there should be less in the way of differing site condition claims as between those subtrades if BIM is in use. However, BIM has only been used in the most complex and high-dollar construction projects to date as the investment, both for the initial start up costs in software and training, and in the data input is not  more...

Managed Care Contracting and Fee Schedule Review ...lly 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 fee schedule. Common areas of a managed care contracts to be on the look out for will be explained. This teleconference is critical to ensure  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...

Client Rights Issues: Informed Consent and Confidentiality ...ealth 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 teleconference will help you understand the legal  more...

Mitigating the Impact of Construction Projects: Hurdles to Project Success ...se impacts is avoiding them altogether; however, that may not be practical or attainable. The alternative is to mitigate these impacts to a level where they are acceptable. You'll also learn about planning and logistics for prevention and proactive mitigation of impacts as well as accountability on the project after the contractor has broken ground. This teleconference is critical for owners,  more...

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

What Every Business Person Needs to Know About Legal Issues in Contracts ...plish and what they have agreed to. All too often this is not actually the case. Written agreements may not reflect what a business believes it negotiated. Parties may later recall terms different from what seems to be reflected in the initial agreement. And all too often, the legal boilerplate terms turn out to matter in ways never considered by the parties. This teleconference will help you  more...

Fetal Alcohol Syndrome in Children ... The majority of children exposed to alcohol, however, do not display morphological anomalies, yet they may show significant cognitive deficits. Therefore, the term fetal alcohol spectrum disorders is commonly used to include the wide spectrum of physical and cognitive anomalies seen in children exposed to alcohol during pregnancy. Some studies have shown that children with fetal alcohol  more...

401(k) Plan Costs Including Recent Update on Supreme Court Rule LaRue v. DeWolff, Boberg & Associates Inc. ...RISA fiduciary laws - which can cost you plenty if you're not prepared! n nThis teleconference will provide a best practices review and overview of ERISA fiduciary concepts that impact the way your 401(k) plan is structured and operates, with a focus on fees and expenses, and the new class action lawsuits. You'll learn about the issues facing 401(k) sponsors and everyone involved in a clear,  more...

The Do's and Don'ts of Telephone Monitoring ...utine part of doing business. This monitoring must comply not only with the federal wiretap statute, but with a variety of differing requirements imposed by state statutes. Since courts in California have changed the rules for telephone monitoring for anyone who makes a call into California and other states with mutual consent rules may follow suit, it is imperative that any company engaging in  more...

Multistate Sales Tax Issues for Contractors ...nalties and interest upon audit. This teleconference will not only review basic general rules but discuss exceptions and special applications. n nLearning Objectives n- You will be able to debate who is responsible for collecting or paying the sales and use tax. n- You will be able to explain who is subject to tax. n- You will be able to interpret tax exemptions. n- You will be able to review  more...

Maximizing Innovation and Design Process Credits for LEED. Certification ...cerning the LEED® rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. n nLearning Objectives n- You will be able to explain the link between sustainability and green building. n- You will be able to state the 2009 guide and rating credit system. n- You will be able to classify where innovation and design process credits may fit in.  more...

Managing Risk and Investments for Trustees and Other Fiduciaries ...gh the investment decisions by fiduciaries supposedly are not to be judged with hindsight, and trustees are not deemed to be guarantors 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  more...

Conducting Successful HR Audits ...ssess 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 align human resource management with business objectives, to measure the impact and results of HR activities, to assist  more...

Lease vs. Buy: Choosing the Best Option ...aced 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 from several perspectives,  more...

How to Get Your Prospect to Move From "I ll Think It Over" to Yes! ...hear someone give those replies, most of the time they're not moving in a positive direction. This teleconference will tell you specifically what you can do to reduce the amount of times you get those responses and what to do when you hear those replies. You'll get sales skills, people skills, life skills and marketing skills that will separate and elevate you from the competition. You will  more...

Employee Retaliation: Supreme Court Update ...War era race discrimination act, even though the law does not expressly refer to retaliation. Moreover, the CBOCS West decision recognizes a retaliation claim brought by an individual of any race, who suffers an adverse action as a result of attempting to help another employee who has been directly subjected to racial bias. Additionally, the current presidential administration has expressed a  more...

Common NEPA Mistakes and How to Avoid Them ...eral agencies, their consultants and affected citizens do not fully understand the regulations, legal interpretations and practices for properly complying with NEPA. Thus, there are many mistakes in implementing the law. This teleconference will identify some of the most common mistakes made under NEPA and reveal the best ways to avoid them. You'll get practical advice for preparing useful and  more...

Problems and Risks Associated With Green Construction ...dination of obligations and the risks and consequences of not achieving the desired result or objective, including unique insurance, indemnity, consequential damage and liability considerations. n nLearning Objectives: n- You will be able to define risk in terms of the mainstream construction industry. n- You will be able to identify how buildings fail. n- You will be able to utilize different  more...

Same-Gender Marriage Rulings: Impacts on Employee Benefit Plans Across the Nation ...008, the California Supreme Court ruled that the state cannot deny same-gender couples the right to marry. Same-gender couples - many of them, in fact - flocked to California and started getting legally married on June 17, 2008. But then in November 2008, California voters approved Proposition 8, which bans same-sex marriage going forward. Massachusetts and Canada also allow same-gender  more...

Writing the Critical Teacher Evaluation nThe act of teaching is what finally determines the success or failure of the school. To that end, a well-developed and wisely used evaluation system is the most important tool of school administration. Teacher associations will (appropriately) protect memberships from evaluations that are poorly constructed or poorly delivered. Teacher associations also understand the importance of working with  more...

Reading Financial Statements: A Creditor's Perspective nThis teleconference will teach you how to read and understand financial statements, especially from a creditor's perspective. It is also for investors and business owners who not only desire to expand their business, but who want a better handle on what the number on their financial statements mean and how they can become useful tools. This teleconference will impart useful and practical ideas,  more...

Preparing a Winning Closing Argument ... 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 generation to generation. n nNow we are offering a program featuring a 30-year courtroom veteran who will demystify closings and teach you how to pull victory from the jaws of defeat by  more...

Payroll Recordkeeping: What You Need to Know nIn recent years there has been an explosion in the number of lawsuits and claims for overtime and unpaid wages under the Fair Labor Standards Act. Did you realize that liability for FLSA violations can be enormous? Recent reports estimate that over the last few years companies have collectively paid out more than $1 billion annually to resolve FLSA claims! Learn the role of the FLSA and its  more...

Internet Research for Legal Professionals ... a resource for a vast array of legal materials. However, not all legal resources available on the Internet represent authoritative or relevant information to the legal researcher. Legal websites organize information in different ways; documents appear in a variety of file formats; and search engines may or may not index legal materials in concert with the legal researcher's expectations. This  more...

Challenges and Contractual Issues With Sub-Subcontractors ...subcontractor form contracts that are written largely, if not entirely, in favor of the general contractor. In addition to concerns in bidding and contract formation, a subcontractor must constantly evaluate and preserve its relationship with the prime contractor on its projects. In doing so, a subcontractor is often tempted if not altogether resigned to subject itself to unfavorable  more...

Overcome Your Competition: Stand Out in a Crowded Marketplace ...ut on average the percentage of opportunities pursued and not closed is well over 50 percent! Extensive studies have proven this excessively high percentage is due to lack of qualification and not selling the proper value to the right people. If you are not starting your sales pursuits at the highest levels in the organization, your qualification process is suspect at best. Too many times sales  more...

Reclamation and Rehabilitation of Vacant Properties ...iting 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 consumer preferences. To deliver what people want, it's time to learn more about urban community  more...

The Complete Closing Checklist ...understand their participation in the transaction, but do not comprehend everything else that is involved before a transaction can actually close and fund. This teleconference will provide an overview to understand the entire process required for closing a commercial loan transaction. Explanation of the documentation necessary from an attorney's perspective to close a commercial loan  more...

Sustainable Development and Land Use: The Future is Here and it is Green ...am and other high performance building rating systems are not legislated by any governmental entity and they are not designed to be mandatory. But thanks to an explosion of state legislation and local ordinances across the country, green building methods and requirements have now been given the force of law by inclusion and cross reference within land use laws, zoning ordinances and building  more...

Grant Applications From Beginning to End nGrants are highly competitive. With the down turn in today's market they are becoming even more competitive as business and investors are looking at grants to leverage their position. Grants that are easy to find are the most competitive and most difficult to receive. Grant money is free money, in the sense that it does not have to be repaid like a loan. Getting grant funding takes skill,  more...

Strategies Short of Foreclosure: Real Estate Short Sales and Beyond ...as an alternative to foreclosure. While the short sale is not a new concept, it has seen increased importance as a means of mitigating a lender's losses from the rapidly rising tide of foreclosures. This teleconference will enable you to understand the important role short sales have in your business and equip you to better assist your clients with this foreclosure alternative. The  more...

Understanding the Rules of Legal Citations nThis teleconference will 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  more...

Capital Improvements for Condominium and Homeowners' Associations ...of directors to protect and maintain the community. It is not optional to address the physical condition of the community in a well-considered manner. This teleconference will help you develop strategies. The board itself needs to be convinced of the need for action. They then need to be able to convince the unit/lot owners of their responsibility to support a planning capital maintenance  more...

Answers to Top 10 Common Payroll Questions ...h may be entirely compliant under federal regulations, do not comply with differing state laws and regulations. Register for this teleconference and learn how to prevent 10 common payroll-related mistakes that employers face, such as proper pay statements, how to correctly calculate pay and overtime, accounting for vacation and time off policies, and special pay requirements. This  more...

Noise Control Design for Condominium and Multifamily Dwellings ...ated to them by the media and their acquaintances. Buyers not only want a condominium unit that is quiet when the building is complete, but they also want assurance during the design and sales process that footfall noise from above and airborne noise from adjacent units will be adequately controlled. This teleconference will help designers and contractors address noise issues by identifying  more...

Understanding the COBRA Alternative Coverage Rules nThis teleconference is essential for company personnel who are involved with COBRA coverage and what can be done to reduce costs. In lieu of a company's traditional health plan, for COBRA purposes, the company is allowed to offer alternative health coverage although the procedure for doing so is quite complicated. n nDiscussed first is what constitutes the various forms of alternative health  more...

Religious Accommodations in the Workplace ...tion rights by employees. This teleconference is designed not only to update employers about legal developments in religious workplace accommodation, but to also provide practical strategies to deal with the thorny conflicts that arise when an employee seeks religious accommodation. Mr. Stewart, the presenter, has dealt with religious discrimination and accommodation issues for more than 24  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast ...y modified forms, and even where the forms themselves are not conspicuously used, many of their concepts and even their explicit language will show up in a variety of proprietary construction contracting forms and practices. Thus, as the "battle of the contract forms" has now begun and the construction industry begins the debate as to the relative merits of these two families of documents, this  more...

From Contact to Contract: The Ladder Approach to Managing a Sale ...ow, when and why they should reconnect with the prospect. Not only does this lead to lost opportunities, even with prospects who do become clients the process is difficult, fraught with worry and uncertainty, and wastes a great deal of the salesperson's time and energy. Managing a sale need not be chaotic. The ladder method is a logical progression process that will allow you to maintain  more...

Construction Project Closeout: Is Your Customer Satisfied? ...ed 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 with owner training - all the skills you'll want to have come closeout time. n nLearning Objectives n- You will be able to discuss scheduling and setting  more...

Environmental Issues in Commercial Leases ...pact myriad provisions in a commercial lease and can have not only a material legal effect, but a material economic effect on the rights, duties and risk allocation between the landlord and the tenant. From pre-delivery site and building assessment to operational risks, insurance and indemnification obligations to premises surrender, restoration and abatement, the proper treatment of  more...