Organization Telephone Seminars

First Company in India to Deliver all ITIL V3 Intermediate Module Training QLogy 1800-200-200-3 ...ject Management, CRM and other important processes for an organization. QLogy takes pleasure to announce next ITIL V3 a Operation Support and Analysisa - Intermediate Module Training Programme @ Delhi. Please find below the details of the programme:- Training Name ITIL V3 a OSAa Training Location Delhi Training Timing 8: 30 AM to 6: 30 PM Training Schedule 19th & 22nd,  more...

Accounting Endowments of Not-for-Profit Organizations After UPMIFA ...own into some turmoil the rules governing how a nonprofit organization should present its financial condition. The requirements of UPMIFA as a state statute and FSP FAS 117-1 as an accounting requirement often appear to be and perhaps are in conflict. This live audio conference will review these requirements and attempt to provide useful guidance in reconciling the accounting standards and the  more...

Conducting Successful HR Audits ...organization's most important asset - it's certainly one of its largest expenses. It also exposes organizations to material risks. Yet many of the management techniques and assessment tools used to manage and assess other assets and processes of the organization have not been applied to HR. That is changing. As the implications and risks of misaligned, mismanaged and unlawful employment  more...

HIPAA Security Compliance Challenges after the HITECH Act ...ecide what's right for HIPAA security compliance for your organization. Attend this live audio conference to learn what kinds of entities are now covered under the HIPAA Security Rule, and find out how the rules have changed and will continue to change. You will hear the questions you are likely to be asked in a HIPAA security compliance audit, and learn how to go about developing and  more...

Taxation and Accounting Conflicts of Interest ...s, national and state societies, and various professional organizations promulgate rules governing the professional conduct of accountants. An accountant's firm or other employer may have rules regarding conflict of interest. Different rules may govern different services offered by accountants (such as audit, tax, and nonattest services) whether in public accounting, in government, or in a  more...

Implications of Medical Marijuana in the Workplace ...iplining and other employment related matters within your organization. This program will also help you draft new policies or revise existing policies incorporating the requirements of their state medical marijuana law. Failing to have proper policies or to understand the interplay between state medical marijuana laws and other state and federal employment laws such as the ADA, FMLA and the  more...

Collaborative Delivery Method Fundamentals ...e that are considered to be collaborative. A tool to help organizations understand which options are used by their own organization will be introduced. Building on this foundation of understanding of the available options, a closer look will be offered of the more integrated and collaborative approaches. Are some more collaborative? Are some more or less risky? The program will offer some  more...

Unrelated Business Income Tax ...sastrous in terms of revenue and reputational loss to the organization. The IRS has the ability to assess penalties, sanctions and even revoke the nonprofit status of the organization. State and local regulators have followed the federal lead due to budget constraints and have looked to the not-for-profit sector for alternative revenue sources by disallowing or restricting exemptions such sales  more...

Nonprofit Revenue Stream Alternatives: Thinking Outside the Box BenefitsContribution income is flat or slightly down, state and local government funding looks bleak - you have already cut back on expenses and pared staffing to the bone. Now what? This live audio conference will explore ways to re-engineer some of your current revenue streams. You will hear of many 'out of the box' ways to find new revenues for your nonprofit organization. Concrete case  more...

Key Legal and Practical Considerations When Forming an ACO: Seizing the Opportunities and Overcoming Challenges to Achieve Qual BenefitsThe long-awaiting Final Rule governing ACOs participating in the Medicare Shared Savings Program (MSSP) provides the industry with an improved outlook of the potential success that may be achieved, but also a daunting list of challenges to be met in order to seize the opportunities. This live audio conference will walk you through the legal, regulatory, policy, and practical challenges and  more...

Learning on the Job: Creating Legally-Sound Internship Programs ...pportunity for the participant to learn about a business, organization, or industry. Organizations that maintain internship programs must be mindful, however, that they must comply with several federal and state employment laws. This live audio conference will provide 'soup to nuts' guidance on the legal and practical implications of establishing an internship program in your organization. We  more...

Prepaid Cards: An Alternative to Traditional Checking Accounts? ... rapidly evolving financial product line. It will provide organization with solid guidance on key issues to consider in evaluating and structuring such programs and provide an update on critical legal and regulatory issues that may impact further development of the product. This live audio conference is designed for presidents, vice presidents, branch managers, loan officers, compliance  more...

Is a Benefits Portal Right for Your Company? BenefitsIn this session, you will get an overview of the latest trends in benefit portals and how a benefits portal can improve employee engagement, drive employee self service and streamline benefits administration. Demonstrated by best practice models and live examples, you will leave with a real-world understanding of benefit portals and 'next step' ideas to introduce or further advance this  more...

Creating Successful Employee Surveys ...organizations identify opportunities to improve their employment brand; identify employment practices problem areas; improve employee relations, morale and teamwork; enhance employee commitment and engagement; and assess the implementation and effectiveness of HR management systems and processes. In today's economy and workplace, this however is just the starting point. Identifying the drivers  more...

How to Detect Fraud ...organization loses an estimated five percent of its annual revenue due to fraud. If you apply that estimate to the 2009 Gross World Product, this fraud equates to more than $2.9 trillion dollars lost each year to fraud. This live audio conference will educate listeners to the different varieties of occupational fraud and relevant statistics. We will provide a foundation to the listeners as to  more...

Pricing and Cost Analysis in Purchasing ...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 production,  more...

IRS Guidelines for Good Governance for 501(c)(3) Organizations ...on is a worthy federal subsidy for any type of tax-exempt organization, proper governance and accountability to the local community are key factors that may distinguish the tax-exempt sector from the taxable sector. The Internal Revenue Service, the press and others have linked the need for good governance to the quest for improved tax-exemption compliance. Much is made of the governance  more...

How to Develop an Effective Mentoring Program ...toring also enhances the stability and productivity of an organization through employee retention, succession planning, transfer of knowledge, and leadership development. The problem is that many businesses believe that mentoring consists of just 'putting two people together'- this is not accurate. Without proper planning and staffing, mentoring programs are bound to fail. This live audio  more...

Current Issues in Joint Venture Taxation ...te joint venture or when a joint venturer is a tax exempt organization. This live audio conference will cover key income tax issues covering the life of a joint venture including: What are the tax considerations when determining the type of joint venture entity to establish? What are the special tax issues when one of the parties to a joint venture is a tax exempt organization? What are the  more...

Compliance With the PCI/CISP Credit Card Security Standards ...ving long-time security professionals a stick to push the organization into thinking more strategically about data security. While the standard updates every two years, it is still a baseline by which we should far exceed, not the ceiling by which we judge our information security efforts. Payment brands are assessing fines all the while breaches continue to increase in volume and complexity.  more...

Financial Statement Preparation and Analysis for Nonprofits ...ity and accuracy of financial reporting at your nonprofit organization. Finally, we will discuss how to effectively and efficiently review nonprofit financial statements to assess the overall financial health of a nonprofit organization and provide you with a better understanding of how your financial statements are evaluated by board members, granting agencies, foundations, other donors and  more...

The Open Enrollment Challenge: Strategies for Success BenefitsIs your benefits information often greeted by a yawn? Are you viewed as the enemy because you tell your employees how much more they have to pay for benefits every year? And why does the good news always get lost in the mix? Sometimes, it's not so much what you say as how you say it - and how often. Communications should never be an afterthought. Make sure employees appreciate all your  more...

Understand and Interpret Financial Statements ... a historical and current perspective on the health of an organization, as well as offer indications of future performance. They offer management, creditors, prospective investors and various other users a means to judge the financial performance of an organization. The speaker will discuss the various components of a set of financial statements. He will also discuss balance sheet and income  more...

Avoiding Waiver of the Attorney-Client Privilege BenefitsThis audio conference will discuss the doctrine of attorney-client privilege: the scope of the privilege, exceptions to the privilege, procedural aspects of asserting the privilege, waiver of the privilege and the related but distinguishable doctrine of attorney work product. It should be useful for you, whether you are concerned about asserting and maintaining privileged communications or  more...

Sales and Use Tax Determination Headaches BenefitsSales and use tax professionals are faced with the legal and practical challenges of learning as many as 50 different state sales and use tax laws and regulations. No one could possibly learn all of the different state requirements and yet our jobs demand it! The purpose of this audio conference is to reveal the secrets to working in a multistate environment. You will learn about the four  more...

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

HR Budgeting Fundamentals: Translate Your Goals into Revenue Terms BenefitsDue to SOX legislation and CFO/controller's demanding budgets from the HR department, HR professionals have had to learn budgeting skills. Most HR people did not go to school to be financial gurus and learning to properly budget for people-related expenses is a foreign language. However, if you truly want a seat at the table you must learn to appropriately forecast and plan for the most  more...

Positive Strategies For Dealing With Problem Performers ...bility and responsibility within the various levels of an organization. In today's economic times, reward systems are difficult and costly to implement, thus we will look at other positive strategies to encourage positive performance. Finally, you will discover how to turn your organization from a toxic environment to a positive, performance-oriented workplace! This audio conference is  more...

Behavioral Based Interviewing: The Next Evolution ...organization can never be greater than the sum of its parts, your success is determined by one key decision: Who gets hired? Yet fewer than 30 percent of hiring managers nationwide have had any real training in applicant interviewing skills (a fact supported by a University of Chicago research study concluding that basing a hiring decision on an interview is only 8 percent more successful than  more...

Today's Multigenerational Workforce: Transitioning from Baby Boomers to the Next Generations ...lt in unplanned and dysfunctional paradigm shifts in your organization as the baby boomers leave in ever increasing numbers and the vacuum is filled by younger workers. As we continue to deal with the mass exodus of baby boomers, you must move toward addressing human resource management issues from a holistic approach. Recruiting, developing and retaining a mature, stable workforce must  more...

The Foreign Tax Credit Provisions of H.R. 1586: Practical Implications BenefitsThis audio conference will cover the restrictions on the foreign tax credit recently enacted by Congress in H.R. 1586. You will learn the purpose, scope, and structure of these restrictions, as well as a sense of their limitations, and unresolved questions and potential answers. Examples will be used to explore the practical implications of the new rules to enable you to spot issues  more...

Refining Your Business Writing Skills ...the way internal and external audiences view you and your organization. In fact, in today's global marketplace, this may be the only form of communication you have with those individuals. That well-written letter, executive summary or email can establish and maintain long-lasting relationships. Conversely, deliver that message poorly, and you can dilute the intent, alienate the audience and  more...

Not-for-Profit Auditing and Accounting for Contributions and Pledges ...ar is used. By preserving the financial integrity of your organization, you will also earn the trust of your supporters. This audio conference will provide an introduction to contributions, intentions to give and restrictions. It will also touch on the basics of financial statement presentation and many examples will be provided throughout. This audio conference is designed for accountants,  more...

Best Practices in Performance-Based Service Procurement ...th the public and private sectors, it benefits the buying organization in many ways when done right. Performance-based procurement reduces buyer involvement and provides stronger solutions for unsatisfactory efforts. It creates competition, innovation and efficiency, as well as improved customer and bottom line satisfaction. The buying organization actually gets what it pays for and suppliers  more...

Tax Issues of Social Media and Internet Activities for Nonprofits ...essential to the functioning of virtually every nonprofit organization, yet it is fraught with a host of exempt organization tax pitfalls. This audio conference will focus on the exempt organization tax issues associated with internet activity: generating revenue through web-based activities, managing the internet presence of multiple affiliate entities, and avoiding unexpected traps in the use  more...

Utilizing Data in Microsoft Access ...is the most popular Windows desktop database used by most organizations around the world, from small to large businesses, government agencies, nonprofits, etc. Microsoft Access fits a unique space between the skills of the information worker and professional developers. It's a database platform that allows information workers to extend the power of Excel into database applications.  more...

Recruiting on a Limited Budget: Proven Low and No Cost Tools and Approaches ...June 2010 poll recently revealed that while 73 percent of organizations expected the volume of recruiting activity in their organization to increase significantly in the current year, only 18 percent received an increase in budget on par with the forecasted increase in demand. Despite increasing complexity attributed to changing workforce demographics, increasing global competition, changing  more...

Reverse Auctions: Current Issues and Opportunities ...organizations are seeking ways to save money on their operations. Certainly, gaining efficiencies in your procurement spending can make a tremendous difference on your bottom-line in the private sector and in saving precious budgetary resources in the public sector. How can you achieve 5 to 20 percent or more savings on much of what your organization spends on products and services? The answer  more...

Developing a Policy for Employee Use of Mobile Devices ...nt of electronic information coursing through the average organization is bringing us closer and closer each day. Along with all the electronic information and use of mobile devices comes great opportunities, complex challenges and dangerous pitfalls. This teleconference will address employment issues as they pertain to employees' use of personal digital assistants (such as BlackBerry's),  more...

Cost Accounting Techniques BenefitsCost accounting continues to gain importance and become more critical. It has also become easier to collect measure and analyze data. This teleconference will give you a complete overview of cost accounting in a fast-paced, information-filled and practical procedure-based presentation. Specific ideas will be discussed that can be immediately applied to benefit your company's profitability,  more...

Developing a Sound HR Metrics System ...organization's HR metrics system fall short of expectations? How can we effectively measure the value that our employees bring to our organizations? How do we measure the effectiveness of our human resources department? Utilizing proper metrics and benchmarking can provide the answers to these questions. Attend this teleconference and learn the importance of demonstrating HR's value to the  more...

How to Set Pay Ranges That Are Fair and Effective ...Organizations nationwide seek to continuously improve performance and motivation, while simultaneously reducing costs. This arduous task often becomes the responsibility of human resources. Without effective systems in place and data available, employee compensation can run counter to efficiency and performance objectives set by the organization. The implementation of market-based pay  more...

Techniques to Prepare for Difficult Employee Discussions ...eed a down-to-earth strategy to protect yourself and your organization. Verbally addressing problems head-on can be 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  more...

An Introduction to L3Cs: Low-Profit Limited Liability Companies ...great intentions, struggling for financial support. These organizations need to re-evaluate their business models to successfully adapt in this economic climate. This teleconference will provide advisors and business owners with a broad overview of a new hybrid for-profit/nonprofit business model: the low-profit limited liability company or L3C. Presenters Cass Brewer and Jeff Woodward will  more...

Data Mapping and Electronic Information Management (EIM) - Risk Management for Daily Efficiency and Litigation-Preparedness ...y-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 day-to-day efficiencies in operations and  more...

Strategies and Techniques for International Debt Recovery ...ew levels of competition. To stay in the game, successful organizations need to adjust to the demands of an international market. Most foreign buyers expect to receive credit terms. However, once popular tools, like the letter of credit, are becoming too expensive and complicated for the quick pace of today's international business environment. And, as you know, where credit is extended,  more...

Language to Avoid During Sales Conversations - Are Your Words Costing You a Sale? ...ts to remember and repeat what you say to others in their organization. Remember, every sales presentation is a captured or a missed opportunity. When you lose business you should have captured, you lose twice. First, you don't get the sale or the cash flow. Second, your competitor gets both. Imagine what you will gain for a relatively small investment in high-level, sales presentation skills  more...

Rewards Transformation: A Unique Approach to Total Rewards Strategy and Design in the Current Economy ...organizations are concerned with reducing costs while retaining top talent. Total rewards costs can often exceed 40 percent of company's revenue and in many cases it is difficult to demonstrate ROI. This teleconference presents a unique approach to total rewards strategy, design and cost management called rewards transformation. Rewards transformation focuses rewards investment on employees in  more...

Improve Productivity While Staying Compliant: Implementing Quality Procedures ...organizations with customer delivery and quality problems (high reject rates across the supply chain) are unaware of the increased costs of tracking, repairing, scrapping and redelivering key products. When the discussion whether lean, six sigma and/or supply chain techniques are singularly the most effective way of dealing with quality problems, you miss the opportunity of using a blended and  more...

Criminal Liabilities Under HIPAA BenefitsMany hospitals, physician offices and other covered entities have been surprised to learn that HIPAA rules provide for criminal penalties - up to 10 years in prison for intentional violations! Now the stakes are higher and there are more stakeholders: recent stimulus legislation dramatically increased the stakes for HIPAA compliance by substantially increasing penalties for HIPAA  more...

Best Practices in Commission Pay Plans ...n clearly and personally communicates the strategy of the organization to resources that have direct impact on financial performance. The design and deployment of a new commission plan can create a 5-10 percent uplift in revenue in a single year. However, mistakes in commission plan design are quite common and can have disastrous effects on performance. Help your company avoid sales force  more...

Implications of the Stimulus Package on HIPAA BenefitsThe American Recovery and Reinvestment Act includes substantial changes to requirements for the protection of health information privacy and security under HIPAA, some of which are already in effect. New requirements for business associates of HIPAA covered entities and requirements to notify individuals in the event of a breach are only two of the many areas affected in the new law,  more...

Effective Job Rotation Programs: Development and Implementation ...rently in operation date back to a time when the speed of organizational change was much slower than it is today, when the pressures of global competition were not as pervasive, and when customers for your organization's goods and services were not as demanding. Typical programs touch a narrow segment of the workforce, are limited in subject scope and often operate with goals that do not flex  more...

Product Development Metrics for Manufacturers: Measuring Your Productivity ...organizations are behind transaction processing and operations functions in their understanding of measurement and its place in the organization. Six Sigma and Lean initiatives have facilitated great improvements in corporations without significantly benefiting most marketing, R D and product development organizations. Inventive professionals resist measurement citing that it reduces innovation  more...

Valuation and Reporting of Gifts and Service Donations ... of determining fair value of donations to not-for-profit organizations. Understanding and applying fair value concepts to certain assets where there is no observable market as in pledges and noncash assets is likely to present challenges as well as implementation issues. After attending this teleconference, you will have a clear understanding of issues related to identify contributions and  more...

New Regulations for the Credit Card Industry: Prepare Now and Avoid Penalties ...ese new restrictions. To learn how you can prepare your organization for this new legislation, join our panel of experts for this teleconference. Mr. Richard L. Fischer and Ms. Obrea Poindexter will provide an analysis of what to expect and what you need to be doing now to prepare. Attorneys, presidents, vice presidents, branch managers, loan officers, loan department personnel, credit and  more...

Nonprofit Gift Acceptance Policies ...gifts! A comprehensive gift acceptance policy can help an organization avoid these pitfalls, enhance its donor relationships and run a more successful development program. This teleconference will address the issues that should be covered in a basic gift acceptance policy for a public charity, as well as some of the nuances involved in more complicated gifts. Accountants, CPAs, executive  more...

Setting the Stage for Rehiring: Logistic and Liability Issues BenefitsWith the ongoing economic crisis, employers across the country have undertaken unprecedented workforce reductions. However, eventually the economic pendulum will swing the other way and employers will be faced with the task of re-staffing their depleted workforce. Smart employers plan and prepare for that day so they can quickly identify and rehire the key talent necessary to meet their  more...

ConsensusDOCS Contract Fundamentals ...ca folded their AGC contract documents program into a new organization and issued a new series of contracts called the ConsensusDOCS. These forms, some revised and some entirely new, were issued at nearly the same time as the American Institute of Architects' 2007 revision of the AIA contract documents and the issuance of the entirely new AIA forms for integrated project delivery. Since then,  more...

Building Preservation: Preventive Measures to Combat Deterioration ...omic and can fit into a broader 'green' strategy for 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  more...

Implementing a Health Risk Assessment for Your Health Plan: What Works, What Doesn't, What's Legal ...sk assessments and wonder if they're a good idea for your organization. Or you've been tasked with implementing a health risk assessment as part of your health plan and don't know much about them. You have a lot of questions such as 'How can a health risk assessment help control health care costs?,' 'What makes for an effective health risk assessment?,' 'How do I get employees to participate?,'  more...

Purchasing Contract Administration BenefitsNegotiated a great deal recently? How's that deal working out for you? Do you expect a raise or a pink slip when your annual evaluation rolls around? This teleconference is an introductory course in understanding how to add real value and avoid tragedy through the contract administration process. It will provide best practices from Fortune 500 companies, tips on how to approach difficult  more...

Board Governance ...he press and the public, it is imperative that tax-exempt organizations meet the best practices and requirements in terms of their organization and operation. Those involved with governing, guiding and counseling tax-exempt organizations need to be fully informed of the complex rules and operating requirements pertaining to them. This teleconference will provide a comprehensive overview of  more...

Medical Professionals and Social Media: Privacy and Security Issues ...organization, and chances are you do even if you don't know it, don't miss this teleconference on the privacy and security issues that surround the use of social media by medical professionals. As more and more new physicians and other professionals enter the health care workplace, they are bringing with them the tools and technologies that they feel helps them do their job better, including  more...

Using Purchasing Metrics to Drive Bottom and Top Line Contribution ...y's complex and dynamic environment. Yet most procurement organizations focus metrics on cost and productivity rather than business value added and risk. Without appropriate metrics, managers cannot quantify their business impact or allocate resources to the best advantage of the company. A key to maximizing the bottom and top line contribution of the sourcing organization is establishing a  more...

Return-to-Work Compliance When Jobs Are Gone ...n financially difficult for employers and employees. Many organizations have undergone one or more phases of reductions-in-force, as well as restructuring and creative solutions such as reduced work hours or pay. What can such organizations legally do when employees on a leave of absence want to return to such a changed workplace? This teleconference will assist you with making the tough  more...

Total Compensation Statements as a Tool to Communicate Total Value ... at their base salary as the total value provided by your organization. During these challenging economic times when salary increases are low or nonexistent, creating customized compensation statements for your organization can be a valuable communication tool. Generally, total compensation ranges from 30 to 50 percent above base compensation for an organization and most employees are unaware  more...

Paperless Payroll: Essentials to a Seamless Transition ...organization is looking to reduce costs. Paperless processes have the potential to be a healthy boost to the bottom line without eliminating employees. The notion of paperless payroll has come a long way since the introduction of direct deposit in the 1970's, but despite the advances, most companies are still distributing paper checks, pay advices and W2s. In this teleconference, we'll take a  more...

New Rules and Formats for International ACH Transactions ....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 entries. To comply with this regulation, the NACHA and its members designed and developed a new format along with the rules to  more...

Introduction to New ICD-10 Coding: Preparing for Implementation nThe International Classification of Disease and Operations, Ninth Edition has out-lived its usefulness for capturing morbidity and mortality amongst the world population. Most developed nations transitioned to ICD-10 several years ago, but because of the tie of ICD-9-CM to payments in the United States there have been a series of delays in the US implementation. As the US moves a lightening speed  more...

Using Failure Mode and Effects Analysis to Reduce Defects, Improve Quality and Make More Money ... Six Sigma professionals and can be used in every type of organization to reduce defects, improve quality and make more money! n nThis easy tool asks these simple questions: n- What can go wrong? n- Where can it go wrong? n- How bad will it be? n- Can we see it coming? n- Should we try to prevent it? n nIf you can count to 10, multiply three numbers together and put numbers in sequence,  more...

Presenteeism: Measurement and Intervention Issues for Employers and Health Plans nProductivity is fast becoming an even more vital issue to the business world. Presenteeism, or work loss due to underlying health conditions when individuals remain at work, is one important facet of productivity. One study found that approximately 6 percent of a global company's total compensation (salaries, wages and all benefit costs) were lost due to presenteeism. Work site wellness programs  more...

Demand-Side Water Conservation Initiatives ...efficiency objectives. This teleconference will help your organization understand the factors causing the problems and provides tested, workable solutions to address them. Without demand side management the risks are costly and unmanageable impacts on the public water supply. n nLearning Objectives n- You will be able to quote specific examples of demand side management by use sector n- You  more...

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

Getting to the Root of Root Cause Analysis nFailures are a fact of life. In every industry and occupation we are faced with failures. Failures of products, processes, systems and services abound. n nSome of us are tasked with fixing the processes that lead to failures. The customer wants "faster, better, cheaper" but we are delivering "slower, worse and costly." Failure can mean not meeting a customer requirement. It can relate to form,  more...

Client Rights Issues: Informed Consent and Confidentiality nBoth state and federal laws contain myriad requirements intended to protect client rights. Most importantly are those that relate to rights regarding providing informed consent and privacy of health 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  more...

Effective Fundraising Techniques for Nonprofit Organizations ...organizations always need to diversify their revenue from earned income, government grants with philanthropic fundraising. Now, in tough economic times, you must determine how to maximize the effectiveness of your fundraising program. This teleconference will cover the basic elements of a complete fundraising program for annual operating support as well as ways every organization can  more...

Begin With the Brain: Three Things Educators Need to Know! nThis engaging teleconference will provide valuable information about three key elements of brain-compatible teaching and learning. Recent research about how student's brains grow, develop and respond to the environment should influence our classroom practices. Understanding some brain basics can give you guidelines to help you design truly brain-compatible classrooms and school environments. When  more...

Employee Retaliation: Supreme Court Update ...ace 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 determined in CBOCS West, Inc. v. Humphries, 128  more...

What the New Ledbetter Pay Act Means for Employers nOn January 29, 2009, President Obama signed into law the Lilly Ledbetter Fair Pay Act of 2009, effectively changing the landscape of the statute of limitations for equal pay discrimination claims. The act greatly expands the amount of time that employees have to bring claims of discriminatory pay practices, which could have a substantial impact on employers. This teleconference will help the  more...

Overcome Your Competition: Stand Out in a Crowded Marketplace ...year out, sales professionals invest their time and their organizations' money along with leveraging high-priced resources in sales pursuits, but walk away with no fruit for their labor. This percentage varies from company to company, but on average the percentage of opportunities pursued and not closed is well over 50 percent! Extensive studies have proven this excessively high percentage is  more...

Obtaining and Sustaining a Tax-Exempt Status ...organizations to comply with the tax rules is greater than ever. In this teleconference, you'll learn the difference between nonprofit and tax-exempt organizations, how an organization qualifies for 501(c)(3) tax-exempt status, how to distinguish between private foundation and public charities, how to understand the benefits of public charity status and how to avoid activities that can  more...

Pitfalls with Lean Implementation ...gainst your success. The sad truth is this: eight or nine organizations of 10 who embark on implementing an improvement initiative like lean, Six Sigma or Lean Six Sigma FAIL to get the benefits they should. This wastes time and money, and disenfranchises the workforce. In extreme cases, it can lead to you being out of a job and the outright failure of your organization. Learn the classic  more...

Effective Program Evaluation for Nonprofits ...ur goals and objectives, how your clients feel about your organization and its services, whether you are using quality processes, what you can celebrate and how you can improve! Effective evaluations can also tell you about the program design factors and the context that are influencing your results so you know how to focus your efforts to maximize outcomes. Finally, you can use rigorous  more...

Issues Surrounding Student Discipline nStudent discipline impacts a student's civil and contractual rights, and it remains an area of potential liability for school districts relative to those rights. Of course, a failure to observe proper procedures and processes could also result in a reviewing body, reversing the discipline imposed in a particular case, thereby causing a substantial disruption of the educational process. Developing  more...

Aging Building Management: Best Practices in Development Long-Term Capital Plans ...organization's annual capital outlay is spent on facilities and related infrastructure. How can an organization ensure it is most effectively leveraging this investment to support operations today and meet the needs of the future? n nOptimally managing capital assets requires detailed information about the condition of an organization's facilities and major building systems. Each facility or  more...