Other Telephone Seminars - Training Resources

Current Issues in Real Estate Title and Title Insurance BenefitsThis teleconference is a nuts-and-bolts program designed to give you real life practical information to facilitate the closing of commercial and residential real estate transactions. You'll gain insight into the workings of the title industry to better prepare you to anticipate problems and assist in developing solutions to ultimately close the transaction. This teleconference will  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 teleconference is to reveal the secrets to working in a multistate environment. You will learn about the four  more...

Drafting Document Retention Policies BenefitsThere can be little question in today's world that a thoughtful, well-designed document retention policy is a must for every corporation. Yet many have failed to take this important step to protect their companies. And many more have failed to effectively implement their document retention policies after they have been adopted. The cost of these shortcomings is significant. A corporation  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...

Building Preservation: Preventive Measures to Combat Deterioration BenefitsDo you have an old or historic building and just don't know where to begin with condition assessment and repairs or renovations? This information-packed teleconference will cover the nuts and bolts of repair and maintenance of historic, landmarked and old building exteriors. We will help you understand why certain buildings are considered historic and how to preserve their valued  more...

Ethical Implications for Attorneys Transitioning to New Firms ... legal market, attorneys transition between law firms and other professional associations with great frequency. The movement of attorneys implicates some fundamental 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  more...

Partnerships and Section 704(c) ...tax professionals and investors in partnerships, LLCs and other entities that are treated as partnerships struggle with the concepts and the operating rules that apply to Section 704(c). These rules potentially apply whenever property is contributed to such an entity or are distributed from such an entity. The regulations under Section 704(c) provide a very flexible but very complicated set of  more...

Best Practices in Nursing Documentation: Writing Effective and Legal Proof Notes ...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 records are a  more...

The New ADA Design Standards- When, Where, and How? BenefitsThere has been a great deal of speculation about when the Department of Justice will adopt the revised ADA/ABA Guidelines as the new ADA Design Standards and the implications of the proposed changes. This teleconference will provide an update on the status of the new rule, a highlight of the major changes, and the potential implications for your business and clients. Presenters include  more...

EPA's Rules on Compensatory Mitigation for Impact on Wetlands, Streams and Other Waters ...the Clean Water Act, which regulates fill in wetlands and other waters of the United States. The new rules adopt a mitigation hierarchy that moves away from the prior preference for on-site, in-kind mitigation in favor of mitigation banks and watershed-based mitigation programs. The rules also clarify the financial measures the corps will require to ensure that the mitigation is actually  more...

The Art and Science of Ethically Firing a Client BenefitsSo you think distancing yourself from an uncooperative client is as simple 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  more...

Recent Trends in CPA Technology ...ctice in public, private, education, government or in any other role, this program will give you some insight as to where technology is at and where it will be tomorrow. This teleconference will provide you with the knowledge that you need to make the right decision when it comes to new technology deployment. Accountants, tax managers, CFOs, controllers, executives, business owners and  more...

Infill Development Fundamentals BenefitsOver the past decade, a variety of forces have operated to create a trend toward more infill development and less development of greenfields or agricultural land. But infill development poses a unique set of challenges compared to more traditional development on vacant land. This teleconference will summarize the principal differences between infill development and greenfield development,  more...

Powers of Attorney: Medical Records Release Concerns ...ould be disclosed. Additional discussions will be held on other issues surrounding access to patient health information such as health care proxies and subpoenas. Medical record custodians and health information professionals need to understand the nuances of patient information requests and the authority in which they can rely on in turning over patient health information. Medical records  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...

Appealing Standards: Determining the Applicable Standard of Review BenefitsThis teleconference is designed to help you with your two most important jobs: prediction (telling clients what appellate courts are likely to do with a given case) and persuasion (getting the appellate courts to do it). The two most common mistakes in appellate advocacy are (1) taking the standards at face value, uncritically assuming that they mean what they say and that the court will  more...

Understanding the GAAP Codification Update ...nce 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 needed to thoroughly understand and confidently navigate and conduct research using the new FASB Accounting Standards  more...

Avoiding the Pitfalls of GMP Contracting ...a GMP contract and how it is different than changes under other contracts; and how you need to change your standard subcontracts when you are working on a GMP project - are subcontractors really bound to the prime as the prime is bound to the owner? Learning Objectives - You will be able to explain the differences between GMP contracts and other contracts. - You will be able to describe the  more...

Noncompetition Agreements for the HR Professional: Protecting the Company's Business Resources? ...ectively using noncompetes requires knowledge of your and other states' laws, and good decisions both in the design and enforcement of the noncompetes. This teleconference will give you the tools to start effectively using noncompetes or, if you already are, to improve your company's program. Human resource managers, benefits and payroll professionals, personnel managers, business owners and  more...

Legal Ethical Issues BenefitsEthical issues present themselves in all aspects of an attorney's professional life. Knowledge of these ethical standards will assist you in properly representing a client and at the same time protect you from the adverse consequences of a violation of the ethical standards. This teleconference will provide an overview of typical ethical issues affecting the various areas of the practice  more...

Economic Nexus Standards in State Taxation BenefitsA state's ability to impose taxes on a multi-state business is limited by 'nexus' standards rooted in the U.S. Constitution. In 1992, the U.S. Supreme Court reaffirmed its longstanding rule and held in Quill Corp. v. North Dakota that nexus requires some form of physical presence in the taxing state. In today's economy, however, states are continuing to push nexus limits farther than ever  more...

Common Pitfalls of Certificates of Insurance ...rage for landlords and tenants; secured transactions; and other property, casualty and liability 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  more...

Curing Title Exceptions ...ect to outstanding interests and claims, some genuine but others unsubstantial or baseless. What types of defects, liens and encumbrances impair the title to real estate? When, as the result of tangible matters revealed by a search and examination of the title, is the title unmarketable? Learn what to look for when reviewing the title commitment, and what endorsements are currently available  more...

Workout Strategies for Troubled Condominium Projects ...elopments must address multiple overlays of statutory and other legal requirements and limitations, as well as the often conflicting rights and concerns of the many stakeholders involved in these projects. This teleconference will be of benefit to professionals dealing with distressed condominium projects by identifying, from each participant's perspective, ways to minimize risk and maximize  more...

Directors' and Officers' Liability Insurance: Current Topics and Key Issues BenefitsIn the era of the subprime mortgage crisis, directors and officers are acutely aware of the potential for liability and the importance that directors' and officers' liability insurance afford sufficient coverage to provide for a defense and indemnity for any settlement or judgment. This teleconference will provide you with insight into common issues and trends that arise during a claim for  more...

Medical Records Releases, Retention and Confidentiality Requirements ...others (health plans, vendors, etc.) who retain medical or health records are often subjected to complex and conflicting requirements to maintain the confidentiality and restrict the disclosure of the information. Complex and overlapping rules and regulations impose rigid requirements that must be met before information is released, and require medical record repositories to retain the records  more...

Bankruptcy Retention and Disclosures: Knowing When and What to Say BenefitsBankruptcy is a specialized practice quite different than typical litigation. In general litigation, secrecy and limited disclosures are the norm. However, the filing of a bankruptcy and one's involvement in it, either as a debtor, professional or even creditor, requires specific and often extensive disclosures to protect the interests of the estate and the integrity of the bankruptcy  more...

AIA Contracts: The Owner-General Contractor Agreement ...et of contract forms for the construction industry. While other industry groups independently have prepared their own competing set of forms and, more recently, some have banded together to create more of a consensus-based set of forms, the AIA forms remain the most widely used and accepted in the industry. Some owners and developers use the AIA forms without any changes and many others have  more...

False Claims Act Update BenefitsThe False Claims Act is one of the most important weapons of the federal government in its efforts to combat fraud, waste and abuse in federal contracting and grants. This teleconference will identify and analyze many of the critically important issues in the interpretation and enforcement of the statute, and will review mandatory disclosure of credible evidence of False Claims Act  more...

Enforcement of Judgments BenefitsThis teleconference will present the fundamentals of locating and collecting assets to enforce a civil judgment. Topics will include asset search methods, the elements of a debtor's examination, obtaining liens against assets, executing on judgment liens, using garnishment procedures to collect assets, domesticating foreign judgments, handling bankruptcy filings and many other issues  more...

Avoiding Waiver of the Attorney-Client Privilege BenefitsThis teleconference 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 attorneys who represent individuals and organizations who are concerned about asserting and  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...

White-Collar Defense Strategies and Developments ...ar 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 approach and  more...

Rewards Transformation: A Unique Approach to Total Rewards Strategy and Design in the Current Economy BenefitsIn the current economic environment, 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  more...

New Federal Rule of Evidence 502 - Preservation or Waiver of the Attorney Client Privilege and Work Product Protection in Federa ...mmon dispute regarding the effects of certain disclosures otherwise protected by the privilege or work product, including inadvertent disclosures and the agreement of the parties regarding disclosure. This 90-minute teleconference will discuss the elements of the privilege and protection, and then apply the provisions of Rule 502 to intentional and inadvertent disclosures of protected  more...

Documentation and Proof of Construction Delay BenefitsTime truly is money, especially in construction. Consequently, being able to determine and document delay is a crucial skill for owners, contractors, subcontractors, design consultants, project managers and their legal team. This teleconference will focus on the key terms, important contract provisions and the most successful approaches to the determination of delay. It will include a  more...

Design Professionals' Exposure for Design Errors and Omissions ...mplex issues concerning measure of damages, insurance and other potential sources of risk must be understood and examined on every project. This teleconference will identify the areas of greatest risk, and address how insurance and contractual protections can be used to minimize the exposure of the design professional. Learning Objectives - You will be able to discuss the new 2007 provisions  more...

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

Drafting Settlement Agreements in Personal Injury Cases: A Primer ...on 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 agreement in a personal injury matter understand how to correctly identify and address all of the issues that may arise. Only then can the lawyer properly structure and document the settlement. This teleconference presents both  more...

Family Limited Partnerships in Estate Planning BenefitsMany estate planners who are asked about family limited 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  more...

Updated Best Practices for Legal Holds In Civil, Criminal & Business Contexts ...information in 'reasonable anticipation' of litigation or other formal proceedings. You also will learn how to work with your clients in planning for proceedings that require preservation of documents and electronically stored information. Specific approaches may differ. But the clear best practice for legal holds is to spend some time and expense in planning, in order to avoid both  more...

Taxation of Gifts, Prizes, Bonuses and Awards ...ce will explain the tax consequences of gifts, prizes and other awards to employees, as well the tax issues associated with making payments to employees, such as employer provided travel, educational and moving expenses, and other programs such as tool allowances and leave-sharing programs. The focus will be not so much on the technical tax rules but the pitfalls of such activities and  more...

Current Issues in Digital Billboards and Sign Regulations ...y today can lead to even worse outcomes in the future for other municipalities. Please join us in learning how to defeat the sign code shakedown. Learning Objectives You will be able to summarize regulations of digital signs by the Federal Highway Administration and the impact on local and state governments. You will be able to give examples of studies impacting digital signs. You will be able  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs BenefitsMany times clients must have certainty as to the federal tax consequences of a proposed 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  more...

Recognizing and Addressing COBRA ...sn't actually the COBRA law that changed - you must track other laws to be sure you are in compliance. You have heard about the stimulus package but what has it done to our COBRA? The stimulus package now states that employees involuntarily losing their job between September 1, 2008, and December 31, 2009, will have special COBRA privileges including eligibility of a tax subsidy of their COBRA  more...

Taking and Defending Effective Depositions BenefitsIn the legal world where the use of mediation and arbitration has increased dramatically in recent years, the deposition of opposing parties and key witnesses often takes the place of the trial. Cases are evaluated and often settled based on information obtained at depositions. You will learn the fundamental concepts involved in taking and defending depositions. Included in this  more...

Trucking Litigation BenefitsLitigation involving trucking 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  more...

Ground Failures and Other Groundwater-Related Property Damage ...redict the impact of groundwater on soil, foundations and other building systems. - You will be able to recite case studies involving groundwater intrusion. - You will be able to describe characteristics of preconstruction site conditions. - You will be able to apply control of ground and surface water. Engineers, environmental professionals, project managers, public works and utilities  more...

Slope Stabilization: Best Practices and Challenges ...the use of weight at the toe, milder slopes, drainage and other methods to avoid these types of failure. Different types of construction have been implemented in order to stabilize slopes in an effort to overcome slope failures. Such types of construction include sheet pile walls, piers, step walls, concrete gravity-retaining walls, geogrid walls, mechanically-stabilized earth walls, tie-back  more...

Contractor Selection ...embers available. While design professionals, lenders and other professionals are important for a successful project, in these 'watch the bottom line' times, the contractor you place in charge of the work is the most important person on the project. This teleconference will assist you review the key issues on contractor selection and raise important points for the negotiation of construction  more...

Avoiding Costly Mistakes In Harassment Policies and Investigations ...other forms of harassment remain a significant problem for employers. Courts and legislatures continue to create new obligations for employers and continue to increase the potential for liability for employers. Many employers continue to have policies and procedures for harassment that are outdated or that actually create potential liability. This teleconference will help you understand the  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...

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 ...other legal obligations, employers face the ongoing requirement to timely withhold and remit payroll taxes to the federal government. People responsible for 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  more...

Employee Safety and Health Systems: Cutting Injuries Using the Team Approach BenefitsTraditional safety committees involve a small number of employees and are often managed by the individual responsible for the facility safety and health system. The problem is that the success of the committee, and thus the system success, is predicated by the authority given to the committee and its leadership which in most cases is low to nonexistent. The bottom line is that employee  more...

Construction Recordkeeping and Documentation Requirements for Government Contracts ...rocedures however, can be complicated, especially because other practical considerations of contracting with the government may expand a contractor's record retention obligations beyond what is minimally required under the contract. This teleconference will outline federal contractors' general recordkeeping obligations and will discuss penalties that can result from noncompliance. In addition,  more...

Basic Principles of Construction Insurance ...tion or after project completion. Builder's risk, CGL and other common project policies will be discussed. This teleconference will provide significant material in a relatively short period of time. Prior participants have described this as among the best presentations they've participated in, 'extremely informative and useful,' and have described the presenters as 'knowledgeable' and  more...

International Purchasing: Current Trends and Supply Chain Security ...k of liability for third-party violations of U.S. law and other misconduct. The speaker will discuss how to facilitate dealings with U.S. Customs and Border Protection and speed customs clearance of incoming shipments. The teleconference will provide you with an increased awareness and facilitation of compliance with U.S. export regulations. Purchasing managers, attorneys, buyers, import and  more...

Matrimonial Considerations in Estate and Trust Planning ...nd trust planning. It will focus on the use of trusts and other estate planning techniques before marriage and during, after and before remarriage, to protect assets from matrimonial claims. Practical planning concepts; drafting considerations; income, gift and estate tax implications; and ancillary considerations will be reviewed. The objective of this teleconference is to provide you with a  more...

Setting the Stage for Rehiring: Logistic and Liability Issues ... 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 business needs moving forward. This teleconference will discuss some of the key planning steps you should take from  more...

Substance Abuse and the State Bar Disciplinary Process BenefitsThis teleconference will give an insider's view of the state bar and how it handles matters that have substance abuse as an element of a case. The program will also discuss the scientific basis for addiction and how it can impact your law practice. This program is primarily designed for attorneys. Other legal professionals may also benefit from attending.  more...

Medicare Secondary Payer Act - Protecting Medicare's Interest in Insurance Settlements BenefitsPursuant to 42 USC Section 1395y(b)(2), commonly 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  more...

Emerging Trends in Infrastructure Finance - The Stimulus and Beyond ...are just becoming accepted, significant opportunities for other nontraditional sources of support remain abundant. This teleconference will fully explore these opportunities, how they are being sold politically and how the deals are being structured. We will examine a few project examples for practical experience as well as explore where the infrastructure funding effort is heading over the  more...

Impact of Confidentiality Rules in Bankruptcy Proceedings BenefitsDistressed companies struggle to protect their proprietary and strategic information against the assumption that a bankrupt's financial affairs are public. Since 2005, creditor committees have similarly confronted their statutory obligation to share information with creditors with their practical duties in working through a Chapter 11. This teleconference will provide both a relevant  more...

Current Issues in CEQA ...others chose to fight over the reality of climate change, those of 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  more...

Drafting Clear and Enforceable Contracts BenefitsCommercial contracts have become increasingly complex in our litigious society. Why can't contracts just be written in plain language with the common words (and sentence structures) we use in everyday conversation? The truth is - they can! This teleconference is an introductory course on drafting clear and enforceable contracts in a business environment - using language that everyone can  more...

Commercial Foreclosure Due Diligence Checklist: What to Do Before, During and After Foreclosure ...perty, 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 people are looking for ways to profit from the commercial real estate downturn, potential  more...

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

Construction Payment Remedies: Using the Right Tools BenefitsThe recession has made nonpayment and late payment critical concerns to many in the construction industry. The unique nature of the industry and the special remedies available to those in it make payment disputes matters of much interest to all involved in the construction process. The recession has only made resolution of these disputes more challenging. This teleconference will cover  more...

Executory Contracts in Bankruptcy: What Every Attorney Needs to Know BenefitsBankruptcy filings can unexpectedly disrupt the expectations, rights and remedies of contract counterparties. This teleconference seeks to demystify the idiosyncrasies of Bankruptcy Code Section 365. You'll hear strategies for avoiding traps for the unwary and protecting the value of contract rights from the perspectives of both the debtor and the nondebtor counterparties. This program is  more...

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

GSA Price Reduction Clauses (PRC) in Contracts ...d and protects it from any lower pricing being offered to other categories of customers without extending the same courtesy to the federal government. It is essential that contractors understand the requirements of the PRC and have adequate procedures in place to ensure compliance. This teleconference will focus on issues relating to the GSA price reduction clause. Specific topics to be  more...

Health Care Reform: Implications for Employers, Insurers, and Individuals ...professionals, attorneys, third-party administrators, and other consultants and professionals who work with group health plans and related benefits on a daily basis. This teleconference will address the status of the various health care reform bills in Congress as of September 23, 2009, and address the likelihood of passage of key elements as of that date. More importantly, it will cover the  more...

Collection Issues for Condominium and Homeowners' Association: Legal Tips, Concepts and Current Trends in Assessment Collection BenefitsThis teleconference will address relevant legal issues and practical considerations related to the collection of assessments for condominium and homeowner associations. Given current economic trends, the suppressed housing market and rising rates of foreclosures and bankruptcies, homeowners' associations are now inundated with delinquencies and legal issues in degrees not previously  more...

Fundamentals of SBA Lending: Documenting, Closing and Funding the SBA Loan ...other lending institutions with the opportunity to finance commercial loans to small businesses and, at the same time, secure a 50 to 90 percent loan guarantee from the federal government. 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  more...

Shop Drawings and Other Construction Submittals - Legal and Architectural Perspectives ...s change order requests and requests for information, two other types of construction submittals which frequently lead to disputes and are fraught with risk. The presenters are a leading construction attorney and an architect who specializes in the design of complex public and institutional buildings. This teleconference is a must for anyone involved in construction projects. Learning  more...

How to Legally Handle Travel Pay ...mployee 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 determine which employees are entitled to  more...

Independent Contractor Reporting ...ontractor status is determined for tax, EEO state law and other purposes, including in PEO and other multiparty situations; the advantages and disadvantages of independent contractor status for both the company and the worker; and how to handle disputes over independent contractor status when they arise. Getting independent contractor status wrong can be very expensive, whether it involves one  more...

Fair Housing Act: 2009 Hot Topics BenefitsThis teleconference will focus primarily on the areas of the Fair Housing Act that are, and have been, receiving the most attention in the courts in the past several years: disability rights and familial status. The program, which focuses on multifamily dwellings, both rental and condominium-type ownership, is intended to provide information to those performing acquisition due diligence,  more...

Director and Officer Liability: A Focus on Creditor Issues BenefitsLearn the new theories of director and officer liability and what can be done to protect directors and officers from personal liability. The world of director and officer liability is changing. Creditors and trustees are the new plaintiffs asserting new and evolving theories of liability. The causes of action range from failing to take action to avoid insolvency to failing to implement  more...

Tax Treatment of Charitable Fundraising BenefitsFundraising for charitable organizations has become a complex business. Charities no longer hold out a tin cup and ask for donations. They engage in sophisticated activities to generate revenue for their mission and the activities have tax consequences. This teleconference will review the federal tax consequences of fundraising activities and provide specific guidance on how to avoid tax  more...

Tax Practice and Procedure Blunders That Can and Should Be Avoided BenefitsThis teleconference will describe common mistakes made by tax practice and procedures practitioners which can and should be avoided. Discussion on inadvertent privilege waiver, failure to control the flow of information at an audit, missing critical deadlines, failure to provide appropriate and adequate refund claims when necessary, and other key procedural mistakes will be addressed.  more...

Federal Flood Plain Regulation ...creditation that can decertify existing levee systems and other facilities that mitigate flood risk. In extreme cases, federal flood insurance will be mandated in new areas at increased premiums and private flood insurance will be unavailable or rates will be unaffordable. FEMA is currently in the process of rolling-out FIRM maps that will initiate these impacts to communities nationwide. Learn  more...

Construction Documentation: Preparing Effective Job Records BenefitsAlthough the term 'papering the file' is often associated with increased documentation efforts in preparation for litigation after a job has gone bad, it shouldn't be. Effective communication and accurate recordation of those communications can keep the parties - and the project - on course and out of litigation. And should an irreconcilable dispute nevertheless arise, thorough project  more...

Current ERISA Fiduciary Issues for Financial Institutions ...e covered are transactional issues for newly combined and otherwise affiliated financial institutions, ERISA issues implicated by the economic downturn, legislative and regulatory developments of special interest to financial institutions, and evolving developments regarding so-called pay-to-play and other financial consulting arrangements in both public and private arenas. Presidents, vice  more...

Landlord and Tenant Law: Commercial Tenant Bankruptcy Considerations ...tiate the existing lease, terminate the lease or exercise other remedies upon default. This teleconference will explore the rights, remedies and strategies of landlords and tenants when presented with such a challenging situation and addresses how landlords can endeavor to maximize their recoveries while tenants may limit their exposure. Specifically, you'll get a step-by-step approach of the  more...

Lighting Design and Control for Commercial Buildings: Increase Sales, Increase Productivity and Save Energy ...h 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 is more relevant now than ever. This teleconference will take you past LEED and show you how proper illumination will improve your bottom line. Learning Objectives - You will be able to review technology  more...

Due Diligence Considerations for Participation Loans ...hey originate or acquire interests in loans originated by other lenders. This teleconference will explore loan assignment and participation transactions from the perspective of both the originating lender and the assignee or participant. You'll learn about the nature, purposes and documentation of these transactions, basic due diligence considerations affecting each party, and loan  more...

Reductions in Force Litigation Update BenefitsWith the continued recession, employers have been faced with significant challenges to reduce costs. Since personnel accounts for a major proportion of overhead, one possible area of consideration is that of a reduction in the workforce. While reaching and implementing such a decision will, in optimum circumstances, involve significant input from counsel experienced in both employment and  more...

Protecting Attorney Work Product in Communications With Testifying and Consulting Experts BenefitsTechnology has rendered communications with critical expert witnesses as easy as an email, a text message or a voice mail. Many attorneys fall into the trap of engaging in informal communications with experts that are later revealed through discovery. Experts also create materials or communicate in a way that is subject to disclosure. These communications and materials can undercut the  more...

Cash Is King: Effective Cash Flow Management ...s revenue, expenses and net income for the entire year or other period of time. Both of these financial statements are important tools to measure the success of your business but do little to tell you where the cash actually went. Understanding and managing the cash flow in your business is critical to your success. Learn more about how cash truly moves through your business, how to prepare a  more...

Taxation Issues When Conducting Business With Native American Tribes ...ucture, renewable energy, tribal detention facilities and other such projects. As the stimulus measures give rise to specific development projects in American Indian country and as Native American tribes continue to diversify their own economic activities, both on and off American Indian lands, a growing number of companies are looking to do business with Native American tribes, tribally-owned  more...

Current Issues in Attributional and Agency Nexus ...the controversial web-based nexus statute in New York and other states. Gain practical tips for planning through safe harbors and de minimis activities. This teleconference is a must for any business that has relationships with independent contractors, in-state businesses - either affiliated or unaffiliated - or other third-parties outside its home state. Accountants, CPAs, controllers,  more...

Making Revisions to Closed Medical Records BenefitsMedical records contain some of the most sensitive and personal information that exists about individuals in modern society, and some closed records may need revision because of new information received or because of the requests of individuals to correct or modify existing information. When is it appropriate to make revisions, how and under what circumstances, and at whose request? This  more...

Product Development Metrics for Manufacturers: Measuring Your Productivity ...e 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 management of these activities are on the fast track. Some  more...

Employment Law Compliance: Disciplining or Terminating a Workers' Comp Claimant ... who is on leave due to a compensable workplace injury or other reason. As a result of this teleconference, you will understand the restrictions imposed on discipline and discharge of employees while on worker's compensation, as well as how those restrictions may be affected by other statutes such as the Americans With Disabilities Act and the Family Medical and Leave Act. Human resource  more...

Major Issues in WiMAX Tower Leases and Zoning ...enna network. WiMAX companies may raise discrimination or other claims, such as claiming protection under federal cell tower zoning or telecommunications statutes, if their zoning results differ from those for cell phone companies. This teleconference will focus on the unique aspects of WiMAX tower leases and zoning, and help level the playing field by providing private and municipal property  more...

Metadata Scrubbing and Mining - Legal, Ethical and Practical Implications ...tional Committee, LawMedia Group, SCO Group and a host of others. Attend this teleconference and you'll learn from an expert how to do your best to eliminate the malpractice and ethical exposures arising from metadata in word processing, spreadsheet, presentation and PDF files. You'll find out how to render your electronic documents metadata-free, when appropriate. You will also discover how  more...

Pervious Concrete - The Pavement That Drinks! ... parking areas eliminate the need for retention ponds and other runoff collection methods, 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  more...

Effective UCC Search Strategies to Minimize Risk ...other creditors need to know where they stand if a debtor becomes bankrupt. Primarily, this is a function of whether they have a lien or security interest and if so, whether anyone else has a prior lien or security interest. Liens generally must be made public in some way - usually by a filing in a public office - in order to enjoy priority, so prospective lenders and creditors will want to  more...

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

New Regulations for the Credit Card Industry: Prepare Now and Avoid Penalties ...provisions of the bill will go into effect in 90 days and other provisions will go into effect nine months from now. The Act places special emphasis on regulators to be accountable for enforcement of the law and contains increased penalties for card issuers that violate these new restrictions. To learn how you can prepare your organization for this new legislation, join our panel of experts  more...

Don't Bet the Company: Understanding and Avoiding Class Actions in Labor and Employment Law! BenefitsYou have all seen in the news media reports of companies settling employment-related class actions for many millions of dollars. The horror of class actions is that a small claim among a few employees can mushroom into a huge claim worth millions of dollars once some ferocious plaintiff's lawyers get their teeth into it and add hundreds of additional claims through the simple process of  more...

Effective Use of Medical Records in Personal Injury Litigation BenefitsPersonal injury litigation requires the effective and efficient use of medical records. In order to present your case persuasively, you must have an understanding of how to collect medical records, how to use them during discovery and how to present them to a jury. This teleconference discusses both plaintiff and defendant perspectives, and it will explain the role of medical evidence in  more...

Managing External Health Information ...- i.e., information that is volunteered by patients or by other health care providers, either at the time the patient arrives for treatment or thereafter - and in some cases even after the patient has been discharged. It may also come in the form of information deliberately requested from outside parties but the receiving provider is unsure about whether to incorporate that information into its  more...

Dynamic Tips for Effective E-Discovery ...ontinues to change case workflow, yet many paralegals and other legal professionals remain unprepared to thoroughly manage it. This teleconference introduces you to e-discovery basics and helps you understand the complexities and pitfalls of e-discovery projects large and small. The teleconference uses real-life examples to compare and contrast various approaches to electronic data  more...

Show Me the Money: Determining Return on Investment for People, Projects and Programs ...ocesses moving forward. But to report ROI in isolation of other measures of performance is insufficient. The ROI methodology is the most applied and documented approach to addressing this needed accountability. By developing six types of measures, the ROI methodology not only helps you determine the financial return on investment in your programs, but also provides data that will allow you to  more...

Infection Control Programs BenefitsHealth care associated infections have moved into the forefront of the health care industry due to emerging and re-emerging issues, the human toll and reimbursement challenges. Central to this problem is the impact of the infection preventionist and the infection prevention function. This teleconference will help identify specific elements of an effective infection prevention program and  more...

Collection Techniques for Landlords ...many commercial landlords, consistent receipt of rent and other tenant charges is the key to their business. However, as a result of the recent economic downturn, fewer commercial tenants are making these payments on time and in full. Most leases specifically outline collection techniques and security mechanisms (such as security deposits and guaranties), but landlords are finding that these  more...

Understanding the New Penalties for Tax Preparers ...of the penalty is broader. In addition, there are various other penalties and rules of conduct you must be aware of and new guidance has been issued in several of these areas in the past year. It is imperative that you understand these penalties and have systems in place to prevent them from being imposed. This teleconference will focus on the preparer penalty, how and when it applies, how the  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...

Voir Dire: Effective Techniques for Getting and Using the Information You Need nVoir dire is one of the most important phases of a jury trial. However, the rules and procedures governing the jury selection process are often informal, subject to the broad discretion of the trial court, and can vary widely between jurisdictions, judges and even different cases before the same judge. A trial lawyer's strike decisions are some of the most important strategic decisions made in  more...

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

Design Codes and Standards for Noise Control ...ate 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 noise. The session will discuss the general nature of acoustics problems, the design tools to avoid such problems, and obligatory performance goals and the nature of applicable standards. These standards relate to common  more...

FCRA and FACT Act Regulatory and Litigation Update 2009 ...es restrict cross-marketing by financial institutions and other companies; impose new requirements on companies that use credit reports; and require lenders and others to establish new fraud prevention programs. In addition, a spate of federal court decisions interpreting the increasingly complex provisions of the FCRA and FACT Act has been issued. n nThese new rules and court decisions present  more...

Utilizing Settlement and Severance Packages Properly nFor HR professionals and CFOs, this teleconference is a must. As companies face ongoing reductions in force, mass layoffs and performance-based terminations, this teleconference will tell you what you need to do in planning terminations both as reductions in force and other terminations. You will learn how to decide the appropriate severance and what should be contained in the severance agreement  more...

Enforcing Arbitration Agreements: 14 Penn Plaza and Other Recent Developments in Arbitration of Statutory Employment Claims nIn 14 Penn Plaza v. Pyett, 07-581 (S. Ct. April 1, 2009), the Supreme Court held that a union-negotiated arbitration agreement can bind individual employees to arbitrate statutory age discrimination claims. This decision continues the trend of enforcing agreements to arbitrate employment discrimination claims. 14 Penn Plaza should cause all legal professionals to consider the advantages of  more...

Smoking Discrimination in the Workplace: On and Off the Clock nDriven by reports that smokers file more health insurance claims and are absent more frequently than nonsmokers, a growing number of employers have implemented programs to minimize the number of smokers in its workforce. These employer programs range from offering quit smoking programs to refusing to hire smokers and even terminating smokers. Privacy advocates argue an employer's interest in the  more...

Understanding Legal Issues with Construction Subcontracts ...esolution, risk allocation, pay to be paid provisions and other common clauses. The information obtained through this will assist you in fully comprehending the risk you are assuming in a contract. Knowledge of the risk will allow you to better evaluate the desirability of bidding upon or taking a specific job, and how to protect yourself from unforeseen or unanticipated loss. n nLearning  more...

Why Is This Guy Still on My Health Plan? ...ve employees (inactive usually because of a disability or other leave of absence) lingering on employer's health and other benefit plans (dental, group life) where the employer continues to pay premiums despite the employee being no longer eligible under the plan. This teleconference will discuss the relevant legal pitfalls, including FMLA notice failure, COBRA notice failure, conversion  more...

Water Well Rehabilitation - Technical Considerations and Economic Advantages ... municipalities, water companies, industrial entities and other large well owners, from incurring the cost of installing 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  more...

Understanding Pregnancy Leave and Return to Work Issues ...rs must 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  more...

Writing to Win: The Fundamentals of Legal Writing ...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 writing  more...

Patients' Rights Update ...heir residents living in mental health, skilled nursed or other health 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  more...

Creating Investment Policies For Your Nonprofit: Risk Tolerance, Reserve Funds and Portfolio Management Capacity ...nding rates, communications with your board committee and other stakeholders, the treatment of unrestricted and restricted funds, endowment fund accounting and performance measures. n nYou will be guided through the investment policy process from both a managerial and accountant perspective. This teleconference will provide you with the skills to develop policies to support and expand your  more...

2009 Updates to the International Residential Codes ...express technical concerns or unjustified expense. On the other hand, homes that are constructed under the new 2009 IECC are forecasted to save 15-20 percent more energy than homes built under the 2006 code. This teleconference will take you through the changes to learn what lies ahead in the building code industry and how it will affect your business. n nLearning Objectives n- You will be able  more...

IRS Form 941 Reporting Update ... of dollars of employment taxes each year - more than any other source of revenue. Form 941 and related forms lie at the heart of the IRS's employment tax collection system. Much of the administrative burden under that system falls on employers. An employer's failure to understand and comply with its obligations can result in IRS assessments, audits and penalties. This teleconference will help  more...

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

Community Benefit Agreements ...b benefits, affordable housing, environmental impacts and other issues related to the development and to the community's needs. The project developer, in return, gets community support for permit approvals and subsidies, as well as a release of claims. This teleconference will help you understand what CBAs are and how they can help you. It will discuss the process of negotiating CBAs, legal  more...

Preparing for the International Financial Reporting Standard ...mmit in the United States issued a statement which, among other things, confirmed the leaders' support for developing a single set of high-quality global accounting standards. n nBoth of these events represent progress toward the adoption of IFRS in the United States. PricewaterhouseCoopers continues to believe that the move to IFRS in the United States is inevitable and is in the best  more...

Cumulative Impact Claims nCumulative impact claims may be one of the more common occurrences on projects with multiple changes over the course of the project. However, cumulative impact claims may be one of the most difficult claims to present and prove at trial or in arbitration. Evidentiary issues, logistics of proving what the cumulative impact was and proving damages can prove to be very difficult. Defenses to  more...

Differing Site Conditions ...es, beams, 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  more...

IRS Form W-9 and W-8 Series: Payee Identification and Tax Determination ...eturns with the IRS regarding payments to individuals and other types of business entities. The most common are the 1099 series used to report payments to contractors, dividends, interest, real estate transactions, etc. Form W-9 requires payees or recipients to complete the form and provide their taxpayer information. W-9 is used for U.S. citizens and residents. In the event the payee recipient  more...

Internal ERISA Audits: Getting It Right Before the Government Shows Up ...sed by the Employee Retirement Income Security Act and by other laws such as the Internal Revenue Code. Failure to comply with these complex and ever-changing requirements could lead to substantial penalties or even the meltdown of the plan. This teleconference will highlight a number of these requirements and show you how you can audit your plans to ensure you comply with the rules. Keeping  more...

Floodproofing Fundamentals: Design Methods to Reduce Flood Damages ...40 percent of small businesses that experience a flood or other major disaster never reopen, and less than 30 percent of those that do reopen remain are operating two years later. Yet in spite of these risks associated with flooding, a 2008 national study commissioned by Office Depot indicates 40 percent of small businesses and nearly 50 percent of homeowners have no preparedness plans for  more...

Key Provisions of Two New EJCDC Contract Documents ...te infrastructure projects, including bridge, highway and other transportation projects, water and wastewater treatment facilities, utilities, processing facilities, pipelines, landfills, and other engineer-designed facilities. This teleconference will provide a focused discussion of key provisions of the new editions of two principal EJCDC publications: the standard form of agreement between  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...

Unrelated Business Income Tax - Tax Information for Charities and Other Nonprofits nThe recent activity in the charitable sector by federal and state regulatory agencies has mandated that professionals take a proactive approach into all aspects of this important and very diverse sector. The tax-exempt community is under a microscope. Problems that a few years ago might have gone unnoticed now get picked up and widely broadcast. Recent IRS compliance initiatives in governance,  more...

Supply Chain Strategies in a Down Economy ...Hardly a day goes by when you don't read about layoffs or other drastic measures that companies are taking to cope during the current economic downturn. What can companies do to help weather the storm? Taking an aggressive look at supplier costs can be a key strategy for shoring up the bottom line. This teleconference will help you answer the following questions: Have you pulled all the levers  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...

Green Leases: Negotiating Renewals and Direct Leases Under Sustainability Mandates ...ing 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 addressing environmental  more...

What Every Business Person Needs to Know About Legal Issues in Contracts nMost businesses enter into contracts thinking they know precisely what they want to accomplish 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  more...

The Do's and Don'ts of Telephone Monitoring ...onitoring 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 telephone monitoring for quality assurance or otherwise, review and update their telephone monitoring practices to avoid serious problems. Some state statutes impose more stringent requirements than federal law and impose significant  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...

Commercial Leases: A Discussion of Legal, Negotiating and Drafting Considerations For Build-Out, Operating Expense, Tax and Othe nBy attending this teleconference, you will learn the types of expenses commercial tenants should expect to incur and how to appropriately attempt to limit such expenses. By limiting expenses, you'll go a long way toward protecting the tenants you represent against unforeseen leasing costs. Such expenses include the cost of improving the premises, operating cost pass-throughs, real estate taxes,  more...

Criminal Liabilities Under HIPAA-Who Knew You Could Go to Prison? ...other covered entities have been surprised to learn that HIPAA rules provide for criminal penalties - up to 10 years in prison for intentional violations! Health plans, health care clearinghouses, health care providers and Medicare prescription drug card sponsors may be prosecuted criminally for HIPAA violations. n nWith ID theft on the rise, prosecutors are becoming more aggressive in  more...

Managing Risk and Investments for Trustees and Other Fiduciaries nAlthough 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  more...

Conducting Successful HR Audits ...techniques and assessment tools used to manage and assess other assets and processes of the organization have not been applied to HR. That is changing. As the implications and risks of misaligned, mismanaged and unlawful employment practices become more obvious, organizations are increasingly turning to HR audits to help them align human resource management with business objectives, to measure  more...

Hot Topics for 501(c)(3) Organizations nThere has been a lot of talk about the revised Form 990 and it's finally here! Whether you love it or loathe it, you can't put it off any longer. We will spend a majority of the time talking about some of the hot-button issues that the new form raises both in terms of simple compliance and in communicating with and involving your board. But wait, there's more! After this teleconference, you'll  more...

Lease vs. Buy: Choosing the Best Option nThe decision to finance business equipment through lease programs or by purchases is one of the most difficult and important decisions faced 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  more...

What You Need to Know About Section 404 Permits ...other waters of the United States is likely to require some type of permit issued by the U.S. Army Corps of Engineers. As the federal agency responsible for regulating impacts to wetlands, the Corps' regulations and the permit process can represent a significant part of a project's development. The identification of wetlands or other waters on a project site, determination of federal  more...

Investing IRAs and Qualified Plan Rollovers in Real Estate, Franchises, Start-Ups and Other Private Investments - Techniques and ...te and small businesses that they may intend to manage or otherwise be personally involved in. This trend has accelerated in recent years as syndicators, entrepreneurs, private fund managers and franchisors have come to view IRAs and qualified plan rollovers as sources of capital. This raises significant policy and enforcement issues for government regulators, especially with the advent of  more...

Recent Developments With Loan Syndications nAttend this teleconference and stay abreast of the latest issues relating to the loan syndication process. Our seasoned faculty will provide practical answers to your most pressing questions about loan documentation. You'll get an inside look at how to respond to confusing post-Lehman bankruptcy issues and other new developments. n nRegister now and you'll learn how to overcome any obstacles you  more...

On-Site Power Generation: Challenges, Opportunities and New Developments ...response centers; airport air traffic control towers; and other critical transportation centers. The common theme of these facilities is the need for highly reliable and stable power systems to support critical functions. n nMission critical actually refers to any enterprise that needs total continuity of operations regardless of any disruptions due to loss of grid power, severe weather,  more...

Same-Gender Marriage Rulings: Impacts on Employee Benefit Plans Across the Nation nIn May 2008, 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...

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 n"Ladies and gentlemen of the jury, we will now hear closing arguments." Even the most experienced trial lawyer may inwardly quake when the judge utters these fateful words. But what makes for an effective closing? Do closings even matter? When should you object? Should you really start preparing your closing the day you get a new case? These are questions that are not addressed in law school, and  more...

Payroll Recordkeeping: What You Need to Know ...rds to be kept by the employer regarding wages, hours and other items, as specified in the Department of Labor recordkeeping regulations. Discover what is required for both exempt and nonexempt employees, including how long the records must be maintained. Home-workers, employees working under certain specified pay arrangements, employees to whom lodging or other facilities are furnished and  more...

Protecting Yourself From Client Violence nFew enter a helping profession, such as social work, anticipating that they may become targets of violence from the very individuals they want to help. However, evidence suggests that violence perpetrated by clients or their family members toward practitioners is increasing across settings. Such workers are facing increasing risks in their jobs because of the nature of their work; the  more...

Implementing Green Initiatives in Government ...haring their best practices and information so as to help other public agencies reap the benefits of their tested proven methodologies. Register for this teleconference and gain access to a wealth of step-by-step instructions for various environmental purchasing programs and resources that can guide your way - including lists of green products and services, how to evaluate them and how to  more...

Sustainable Development and Land Use: The Future is Here and it is Green ...tary. The U.S. Green Building Council's LEED® program 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  more...

Multiplaintiff Settlement Negotiations nMultiplaintiff, class and collective actions continue to increase. More and more employers are facing wage and hour cases and collective actions under the FLSA. Plaintiffs' counsel increasingly are relying on the benefits of Rule 23 certification to bring their wage and hour claims under applicable state wage and hour laws, bypassing the more restrictive FLSA collective action "opt-in" process.  more...

Noise Control Design for Condominium and Multifamily Dwellings nToday's condominium buyers have become much more sophisticated with respect to acoustical issues, largely because of the horror stories related 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  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...

Defining Electronic Data Terminology and Concepts nElectronic discovery has fundamentally altered both the corporate and legal worlds. The discovery and production of electronic records is now expected by litigants and courts alike. Attend this session and learn how to determine what is "electronically stored information" and proven methods for litigation readiness in the e-discovery era.  more...

Effective Contract Negotiations: The Fusion of Law, Relationships and Project Expectations ...n 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. This teleconference introduces an interest-based negotiation model. The attendee  more...

Asset Protection Planning and Techniques: Safeguard Your Retirement and Other Assets Benefits When building retirement wealth for yourself or your clients, you want to protect it. For this reason, asset protection strategies for retirement are necessary as part of your wealth building strategy for the future. This teleconference will give you the tools to protect yourself or your client's retirement wealth, help build more wealth and help secure your future.  more...

Environmental Issues in Commercial Leases Benefits Environmental issues impact 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,  more...