Options Telephone Seminars - Training Resources

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

Insurance Claim Appeals BenefitsMany medical providers today are struggling at the number of claim denials and appeals that have to be performed to attempt to gain reimbursement from health care insurance providers, including Medicare and Medicaid. This teleconference will help you understand how first to establish when an appeal can be implemented, when to formally continue to disagree with their findings in writing  more...

The Answer to Reactive Attachment Disorder BenefitsAttachment to a loving caregiver is the foundation for healthy brain development. Trauma, abuse, neglect and loss de-rails normal neural connections. Chaotic inappropriate behaviors result when this occurs. Nancy Thomas is renowned for keeping audiences on the edge of their seat as she brings home the powerful message of hope and healing for children struggling with the challenges of  more...

Workout Strategies for Troubled Condominium Projects ...interests that each party brings to bear, and explore the options and outcomes available for the distressed condominium project in today's uncertain times. Attorneys, real estate developers, lenders, borrowers, mortgage companies, mezzanine lenders, financial institutions, loan servicers, investment banks, private equity companies and other investors, real estate professionals, condominium  more...

Microsoft Outlook 2007 Tips and Tricks ...anager 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 using Microsoft Outlook, showing users how to use Outlook and  more...

The Claims Process on Federal Government Contracts - Maximizing the Return on Your Investment ... claims process under federal procurements as well as the options available, including forum selection alternatives, when the claim process does not achieve the desired result. Failing to understand how, when and where to file claims is a common cause for losing money on federal contracts. This workshop is critical for companies to ensure maximizing their earnings on government contracts.  more...

Legal Overview of Financial Records: Obtaining and Understanding the Information ...teleconference is designed to help you understand various options in securing information, interpreting that information and making use of it to determine the actual funds available for support. A lack of understanding of how to interpret financial documents and tax returns can lose your client a great deal of money and expose the attorney to a grievance process or even a malpractice suit.  more...

Electronic Invoicing and Payments: Paperless A/P Best Practices BenefitsIt may seem impossible to escape the paper heavy processes in your AP department and achieve the 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  more...

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

Options Under Section 504 BenefitsPublic and private educational facilities that receive federal assistance must comply with the Rehabilitation Act Amendments of 1973, concerning the rights of disabled employees and students. An educational facility's failure to comply with this law and its related regulations can result in a school being assessed with significant liability, including potential loss of federal funds.  more...

Loan Modifications: Available Programs, Issues and Fundamentals ...uts or foreclosures, the mortgage industry must weigh its options to determine how to maximize its return. With likely foreclosure moratoriums, decreasing home values and governmental pressure, loan modifications are becoming a necessity. This teleconference will address the latest loan modification programs available, the advantages and disadvantages of each, as well as servicing issues that  more...

Commercial Foreclosure Due Diligence Checklist: What to Do Before, During and After Foreclosure ...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 addition, the borrower may file for bankruptcy at any time. And as more and more  more...

Commodity Risks: How to Identify and Implement a Corporate Hedging Program ...llow a framework to identify and evaluate risk management options, and gain concurrence on a course of action and follow through with implementation from the supply chain through sales contracts and into the boardroom. This teleconference is critical for firms with significant exposure to commodity prices that want to improve their strategy in managing commodity risks. Purchasing managers,  more...

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan BenefitsA wrong determination of whether a trust qualifies as a designated beneficiary of retirement benefits can cost the owner decades of tax deferral as well as 50 percent excise tax penalties. Learn how to provide the best asset protection and estate planning benefits for large retirement plans so that the valuable 'stretch out' does not become a 'blow out.' Most trusts are inadequately  more...

The Dilemma of Dealing With Bad Plans and Specs: Key Legal Concepts and Tips for Pro-actively Managing Design Errors, Omissions ...th public and private construction projects. Knowing what options are available and what you can or should do to mitigate damages, address the problem and pursue or protect the parties' rights will assist you when you inevitably encounter bad plans. Learning Objectives - You will be able to differentiate the roles between the owner, architect and contractor. - You will be able to plan what to  more...

Lawful Hiring BenefitsEmployers must navigate a minefield of complicated and, in some cases, conflicting laws that affect the hiring process Discrimination claims often arise out of the hiring process. The new U.S. Supreme Court decision in Ricci v. DeStefano, 557 U.S. ___ (2009) shows how an employer (the New Haven Fire Department in that case) can violate discrimination laws when taking steps to attempt to  more...

Dress Code Liabilities BenefitsIn this teleconference, you will learn how to deal with complicated and sensitive issues involving how employees dress, the number and type of jewelry worn by employees, and the number and type of tattoos visible on employees while at work. This teleconference will explore the pros and cons of different options in written policies and discuss different approaches in dealing with these  more...

Collection Issues for Attorneys: Practical and Ethical Considerations BenefitsYou have worked many 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  more...

Controlling Health Care Costs With Self-Funded Plan Options ...The speaker will cover different self-insured health plan options, for example, preferred provider, HMO, health savings accounts and health reimbursement arrangements. The importance of choosing a third-party administrator based on factors beyond just the per person administrative fee and types of savings achieved though a well thought out stop loss arrangement will be addressed. Human  more...

Commercial Tenant Defaults: Practical Issues and Legal Remedies nIn what some have described as the worst economic downturn since the Great Depression, landlords, property owners, and property management companies have found or will find themselves facing an increasing number of tenant defaults as well as incredible pressure to fill vacancies resulting from defaults and non-renewals of leases. Managing risk associated with tenants and efficiently handling  more...

Navigating the Troubled Construction Project: Recognizing, Analyzing and Handling the Risks nThe current economic downturn has given rise to a massive increase in the number of troubled construction projects. Whether trouble arises from the withdraw or lack of funding or a failure in performance of the contractors, subcontractors and suppliers to perform, the reality is that each project represents unique challenges that must be met head on. This teleconference presents the issues  more...

Brownfield Redevelopment and LEED. in 2009 - What Happens When You Mix Green and Brown? ... because of pedestrian-friendly, biking, multiple transit options, housing density, mixing of building uses and proximity to job centers and infrastructure. n nThe U.S. Green Building Council's Leadership in Energy and Environmental Design for new construction and neighborhood development is undergoing changes in 2009 affecting how owners are to be certified for realizing the benefits of  more...

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

Retirement Benefit Solutions For Nonprofit Organizations and Government Entities nNonprofit organizations face many of the same issues regarding use of retirement benefits to attract and retain employees and executives as for-profit companies, but the tools available to them are often more limited. This teleconference will explore both broad-based retirement programs and executive deferred compensation available to nonprofit organizations. It will highlight new rules for  more...

Estate Planning for Vacation Homes ...s unique legacy. This teleconference will review the many options available to vacation homeowners to plan for such important transfers. You'll learn about the mechanics of such strategies, as well as the potential pitfalls. Since every family dynamic is different, there can be no single strategy that will work for every family. Our experienced faculty has worked closely with many families to  more...

Controlling Purchasing Card Risk nPurchasing cards are used by many corporate and governmental organizations to acquire low-value goods and services from suppliers in a cost-effective and timely manner. Purchasing cards expedite payment to suppliers and reduce or eliminate the paperwork associated with requisitions, purchase orders, invoices and checks. Estimates of cost savings by use of purchasing cards are commonly estimated  more...

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

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast nHardly a business day goes by in the construction industry when the parties involved in the construction contracting process encounter standard form contract documents. Two of the principal sources of such standard form construction contract documents have both recently issued the 2007 editions of their respective families of contract forms. The long established family of documents published by  more...

Effective Contract Negotiations: The Fusion of Law, Relationships and Project Expectations Benefits Complex contract negotiations create a relationship and lead to a written agreement that defines expectations. Purchasing law and other aspects of the legal environment affect the negotiation and the eventual performance of the contract. Effective contract negotiation integrates the legal requirements, clarifies expectations on both sides and fosters constructive relationships.  more...

Successful PTO Programs Benefits This teleconference will explore the various options that you face regarding time off issues, including vacations and absences due to illness. The legal obligations that such policies implicate will be explored. You will come away with an understanding of the kinds of programs that have proved successful, how to design one that meets your needs and satisfies your legal obligations, and  more...