Only Telephone Seminars - Training Resources

Corrosion Control for Water System Piping & Storage Tanks ...ated 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...

Document Retention and Destruction Policies for Financial Institutions ...ties 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 rules. Perhaps more importantly, however, this teleconference will explain the necessity for a vigorous document destruction program. Consistent management of documents reduces litigation exposure and regulatory  more...

Best Practices in Nursing Documentation: Writing Effective and Legal Proof Notes ...gain. 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 records are a reality that has not yet fully come to fruition. The information documented about a patient will live on and be seen by a  more...

Bankruptcy Basics for Paralegals ...kruptcy 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...

Understanding the GAAP Codification Update ...e will no longer be a GAAP hierarchy. Instead, there will only be one level of authoritative GAAP, excluding the guidance issued by the Securities and Exchange Commission, all other literature will be nonauthoritative. Preparers and auditors of financial reports must be aware of and prepared for the transition to the new codification. This teleconference will give you the knowledge and skills  more...

Using Social Media in Collections ... the added challenge of trying to contact debtors who may only have a cell phone and no land line; and that use email, text messages or instant messages to communicate. How can you face this challenge while following the laws, following your ethics and without breaking any debt collection laws? In this teleconference, 'Using Social Media in Collections,' you will learn how you can use social  more...

Innovative Energy Saving Strategies for Manufacturers ... and a tunnel view consider the manufacturing process the only investment which will result in increased revenue. This teleconference will address the potentials to update this older technology. We will discuss 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  more...

Statement of Work (SOW) Contract Fundamentals ...only thing between you and failure, whether it be a project, a contract, a grant application or a proposal. Success is in the details of the statement of work. Without it, you can't compete or communicate. Those who have managed contracted work know that poorly written statements of work can lead to communication breakdowns, misunderstandings, disputes, rework, delayed completion and added  more...

S Corporations: How to Avoid Common and Often Overlooked Pitfalls (Simple to Complex) BenefitsAs many practitioners will attest to, there are many pitfalls when S corporations are involved. This teleconference 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  more...

Implications of the Stimulus Package on HIPAA ...ements to notify individuals in the event of a breach are only two of the many areas affected in the new law, including new requirements for restricting and accounting of disclosures and increased enforcement activity. This teleconference will help you understand what you have to do and when, and what to keep in mind as you move forward in order to be prepared for compliance with the new  more...

Drafting Settlement Agreements in Personal Injury Cases: A Primer BenefitsPersonal injury cases can present unique challenges when drafting settlement agreements. Personal injury cases often involve multiple parties, special ethical considerations, the necessity of court approval and the participation of known (or unknown) nonparties who may hold liens or other claims on the impending settlement payment. It is important that the lawyer drafting a settlement  more...

Enterprise Resource Planning - Getting the Payback From Your ERP System BenefitsYou will get an overview of the planning hierarchy in world class businesses and how the planning process utilizes the ERP system. You will better understand the need for robust metrics and an accountability infrastructure, and will become more aware of the power the ERP discipline has in getting the most return for the effort invested. It will become apparent that there is a lot of  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 ...pose 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...

Legal Overview of Financial Records: Obtaining and Understanding the Information ...ices 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 a  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 ...l 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...

Electronic Invoicing and Payments: Paperless A/P Best Practices ...tus 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 managers, presidents, vice  more...

Effective Legal Writing and Editing for Paralegals BenefitsEffective writing is one of the most important tools in the legal trade. No matter the strength of your case or your knowledge of the facts and the law, your ability to communicate concisely and powerfully is crucial to your success. This teleconference will show you how to focus your writing to a specific audience; how to streamline and strengthen your writing; how to avoid grammar,  more...

Pupil Records: Rules, Responsibilities and Requirements ...mes 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...

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

Current Issues in CEQA ... us who work on new development or projects in California only have time to fight to keep up with the enormous changes in California law and jurisprudence concerning climate change. This teleconference will provide an update on the proposed changes to the California Environmental Quality Act guidelines for mitigation of greenhouse gas emissions as well as their effects on the environment. We  more...

Preparing an Accurate Form 1041 ...me 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 depreciation  more...

Online Collection Techniques: Do's and Don'ts ... 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 are outdated and don't cover new technology or ways of communication? In this  more...

Construction Payment Remedies: Using the Right Tools ...l involved in the construction process. The recession has only made resolution of these disputes more challenging. This teleconference will cover types of payment remedies, how they work, and the strengths and weaknesses of each. The speakers will discuss how to mix and match remedies to fit particular needs and circumstances, as well as defenses to and limits on payment remedies. Learning  more...

Medical Identity Theft: Why You Must Prevent and How to Minimize Its Occurrence ...provider and payer organizations can also be massive. Not only is fraud a risk but also, and more critical, is the threat to safe patient outcomes. This teleconference will focus on how to minimize patient identity and medical identity theft threats through implementation of good information management practices. Medical records directors, health information directors, coders, billing  more...

Measuring Inefficiency on a Construction Project ...ow 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 be  more...

Multifamily Project Finance and Development ...with CMBS and with soon-to-expire construction loans will only add to the challenges. This teleconference will explore a variety of debt and equity programs, including some new and nontraditional ones that are available to help in addressing the credit market issues. Presidents, vice presidents, developers, loan professionals, property managers, real estate managers, directors, agents and  more...

Employee Engagement in Troubled Times ... 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 ...f 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 how to  more...

Understanding the Complexities of OCIPs and CCIPs Insurance Programs ...erly structured and managed. While historically available only on the largest of projects, more recently these programs have been used on projects as small as $25 million in construction costs. Another variant known as the rolling wrap-up is becoming more popular for businesses that build multiple projects or maintain a number of large facilities. In order to realize the significant price  more...

Current Issues in Attributional and Agency Nexus ...e 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 will explore  more...

Metadata Scrubbing and Mining - Legal, Ethical and Practical Implications ...he ability of anyone with a web browser to download - for only $0.08 per page - a copy of any document electronically filed in federal court. All attorneys and clients are susceptible to breach of confidentiality and malpractice traps. Learn how you can protect your clients - and your law firm or law department. Avoid the metadata fates that befell the U.N. Secretary General, the British Prime  more...

Pervious Concrete - The Pavement That Drinks! ...nce the bottom line by using pervious concrete, which commonly provides 20 or more years of service with little or no maintenance. You will learn about the latest mix designs, freeze and thaw resistance, environmental benefits, storm water management planning and placement techniques. This teleconference will provide examples of projects and you will learn how pervious concrete can earn LEED  more...

When Worlds Collide - Bankruptcy and Probate ...rts from adjudicating any matters that were related, even only slightly, to a probate estate. In giving a very narrow interpretation to the probate exception to federal jurisdiction within the context of bankruptcy jurisdiction, the Supreme Court's ruling in Marshall clearly grants bankruptcy courts with the authority to adjudicate matters that could have an impact on probate proceedings. This  more...

Collection Issues for Attorneys: Practical and Ethical Considerations ...hours on your client's matter and obtained a good result, only to find yourself in a dispute with your client over the payment of your fee. The client may complain about 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  more...

Don't Bet the Company: Understanding and Avoiding Class Actions in Labor and Employment Law! ...ough 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 authorized  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...

Best Practices to Manage Your Multistate Payroll ...mployee 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 professionals  more...

Surface Parking Lots Development and Design ...intain 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...

Benchmarking your Health Benefit Program: How Do You Stack Up? ... 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 the  more...

Paid Sick Leave Update: Policies and Procedures in an Evolving Workplace ...r 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 localities have laws that address paid sick leave, the  more...

Drafting Trusts in Estate Planning nEstate tax laws keep changing. Did you know that even though the estate tax exemption is predicted to stay at $3.5 million the lifetime gift tax exemption will stay at $1 million, leaving the door open to reduce the estate tax exemption back down to $1 million when Congress tries to balance the budget in a few years? In addition to estate taxes, clients' families need protection from probate, bad  more...

Writing to Win: The Fundamentals of Legal Writing nLawyers and other legal professionals are paid to communicate. Your success depends on your words - and now, more than ever, on our written words. This teleconference, taught by a litigator, novelist and screenwriter, will provide you with the insights, skills and confidence needed to write with clarity and precision. Douglas E. Winter's practical, easy-to-implement strategies will improve your  more...

Payment Fraud ...y and the abundance of malware in the market today, it is only a matter of time before your company becomes a target. As a business owner you need to understand the signs to look for that an order may be bad. You need to understand the tools that are available to you to investigate a potential customer. n nThe teleconference is intended to be a fundamentals session, providing you a  more...

Differing Site Conditions ...etween 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 insignificant. Accordingly, for those projects that are not using BIM, differing site condition claims continue to be an issue of serious magnitude.  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...

The Do's and Don'ts of Telephone Monitoring ...e 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 ...ies 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 basic  more...

Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client nThis teleconference has two primary focuses. The first part will highlight issues and opportunities for a drafting attorney to revisit and update an existing client's estate plan or prepare an update for a new client with existing documents. This part will focus on when and why clients need to review and revisit their estate plans and how to spot those issues for existing and potential clients.  more...

Managing Risk and Investments for Trustees and Other Fiduciaries ...ims 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 are no longer living or employed by the fiduciary. This teleconference will discuss those areas  more...

Lease vs. Buy: Choosing the Best Option ... 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...

Employee Retaliation: Supreme Court Update nThe mere mention of retaliation in the workplace today sends waves of concern throughout an employer's organization. Most recent court decisions recognize retaliation claims in nearly all areas of employment law and find adverse actions in a variety of circumstances, beyond demotion and termination, for purposes of upholding such claims. Most significantly, the U.S. Supreme Court recently  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...

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...

Challenges and Contractual Issues With Sub-Subcontractors nA subcontractor in today's construction industry faces unique challenges and concerns - from dealing with a bid process that can lock in a bidding subcontractor without any written agreement, to 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  more...

Noise Control Design for Condominium and Multifamily Dwellings ... 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 what  more...

Religious Accommodations in the Workplace ... 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 years  more...

From Contact to Contract: The Ladder Approach to Managing a Sale ...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 complete  more...

Environmental Issues in Commercial Leases ... 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 environmental  more...