Plan Telephone Seminars

Fair Housing Act Design and Construction Requirements ...ed with residential builders across the country providing plan and construction reviews. In addition they have been providing technical training for HUD's Fair Housing First program. At the end of this program you will be able to describe key components of the Fair Housing Act design and construction requirements, discuss provisions unique to the FHA and review how this regulation impacts  more...

Flexible Spending Accounts ...plan sponsors are unaware of all the complex rules governing flexible spending accounts. In this session you will receive a thorough overview of the numerous plan design considerations and legal requirements of flexible spending accounts. This knowledge will enable you to avoid running afoul of rules that could jeopardize the tax-favored status of your plans. This live audio conference is  more...

Medicare Secondary Payer Act: Protecting Medicare's Interest In Insurance Settlements ... expected to be made under a workers' compensation law or plan of the United States or a state, or under an automobile or liability insurance policy or plan (including a self-insured plan), or under no fault insurance. By law, Medicare has a priority right of recovery from the primary payer as well as from parties in receipt of third-party payments, such as a beneficiary, provider, supplier,  more...

Best Practices in Networking and Referral Generation ...rough the entire process. Learn to design your networking plan and find the right people, organizations, and programs to benefit your goals. Learn techniques to create an effective elevator speech and build long-term business relationships. Discover how to use the Internet including social media, blogs, website development, emails, cell phones, videos, and other technologies to effectively  more...

Best Practices in Networking and Referral Generation ...rough the entire process. Learn to design your networking plan and find the right people, organizations, and programs to benefit your goals. Learn techniques to create an effective elevator speech and build long-term business relationships. Discover how to use the Internet including social media, blogs, website development, emails, cell phones, videos, and other technologies to effectively  more...

HIPAA Security Compliance Challenges after the HITECH Act ...w to go about developing and implementing your compliance plan. Discover how information flow analysis and risk analysis can make sense of your compliance objectives and meet the privacy and security meaningful use required objective for funding qualification, and find out about the special security challenges of remote access and portable devices. Attend this live audio conference to find out  more...

Strategies for Successful Mixed Use Development ...vironment may provide even more significant challenges to planning and implementing successful mixed use projects that require a complex matrix of skill sets and collaborations between design professionals, developers, leasing agents, tenants, municipal planners, land use attorneys, local government and communities. This live audio conference will evaluate some of the new challenges and  more...

Economic Development Financing Update ...plans, wholly distinct, both of which were equally feasible. The point I am trying to bring out is that one does not plan and then try to make circumstances fit those plans. One tries to make plans fit the circumstances.' - General George S. Patton, Jr., War as I Knew It, page 116 (1947) Those localities that have not planned for the current environment are experiencing a worse impact than  more...

Health Savings Accounts ...y, contributions and use of an HSA with a high deductible plan. It will also review current studies on whether HSAs are achieving the goal of reducing total health care costs through consumerism. Focusing on the final comparability rules for employer contributions and updates on the new contribution limits and IRS guidelines, it will explore new design opportunities for employers considering  more...

Creditors' Proof of Claims and Objection Requirements ...on or to vote for or against confirmation of the debtor's plan of reorganization. Unfortunately, the filing of a proof can adversely affect the creditor's ability to defend against claims asserted by the debtor. Additionally, there are a number of technical requirements relating to the proper filing of a proof, including when and where, the content and the required supporting documentation.  more...

Storm Water Pollution Prevention Plans (SWPPP): Developing a SWPPP and the New EPA Storm Water Rules ...ies. They are conducting storm water pollution prevention plan inspections at industrial facilities and construction sites. Some of these inspections have resulted in storm water violations with fines. Nationwide, storm water is a leading source of water pollution and consequently, EPA is moving forward with plans to set storm water standards under the national pollution discharge elimination  more...

Are You Prepared for the Financial Institution Record Match Program? BenefitsThe State of California enacted legislation (California Revenue Tax Code 19266) that will impact virtually every bank, credit union, thrift and brokerage firm doing business in California. This new program will place a new burden on financial institutions in order to help the state collect delinquent taxes. Financial institutions should start consideration of the FIRM Agreement and how  more...

Understanding Your Summary Plan Descriptions ...itsEmployers who sponsor ERISA-covered health and welfare plans are required to communicate the terms of the plan to participants in a summary plan description. The SPD is an important disclosure document that describes, in understandable terms, the rights, benefits and responsibilities of participants and beneficiaries in ERISA-covered health and welfare benefit plans. The SPD must include  more...

The WE in Wellness--5 Skills Every Case Manager Should Know for Effective Case Management ...ly provide education or to put together an individualized plan for attaining wellness. This live audio conference will define and describe 5 skills that are essential to helping clients achieve as much wellness as they are willing and able to gain. It will be an honest review of actually how much behavioral change can and should be expected of various types of clients, and strategies that will  more...

Powers of Attorney: Estate Planning Opportunities and Pitfalls ...ffective use of powers of attorney in the client's estate plan and consider practical problems and solutions in their use. The in depth knowledge gained from this presentation will aid you in advising clients and suggesting helpful revisions to improve existing powers of attorney. The speaker has drafted and implemented well over 20,000 powers of attorney for his clients over his 38 years of  more...

Contractor Guidance on Avoiding OSHA and Other Legal Problems ... managing OSHA and other government visits under the DOL 'Plan/Prevent/Protect' approach; and (3) discuss practical worksite strategies to improve the safety management process in a fashion that increases productivity and profits. This live audio conference is designed for attorneys, construction and project managers, owners, presidents, vice presidents, human resource managers, contractors,  more...

Smartphone Policies For The Health Care Industry BenefitsThe proliferation of smartphones in the workplace have created legal compliance issues for many employers, ranging from how to monitor and control usage during working hours, to how to protect company information being disseminated by such devices. Many of these issues are even more acute in the health care industry because of the 24/7 nature of the facilities, and the regulations  more...

COBRA: A Little of Everything is Changing ...m is here - but, when does it really start to impact your plan? One of the biggest changes of National Health Care Reform is covering dependents to age 26 - married or unmarried! This provision of the law is causing the most confusion. Communication is the key! You must coordinate your COBRA activities with this dependent eligibility change. Let's discuss the best way to handle this. And, some  more...

Why Is This Guy Still on My Health Plan? BenefitsWe have encountered many situations where an employee remains on the company's health benefits as an active employee for many years past the date in which the employee was actively at work for the company. This live audio conference will answer a common problem employers experience, what date should an employee be treated as a terminated employee when he/she is on a leave of absence, or  more...

Self-Auditing Your Employee Benefits:A Guide to What May Need Fixing ...irements and the specific terms of your employee benefits plans is a monumental task. It is easy to have your time consumed by the day-to-day issues and questions that arise under your benefit plans and the typical annual processes and compliance requirements already in place. It is difficult to take the time to step back and ask what issues may be lurking that could create significant  more...

Changes to Cafeteria Plans: What You Need to Know to Prepare BenefitsThe IRS recently issued new rules which replaced portions of the old regulations. These new rules are exciting but require you to review and act on your old documents. The information provided in this live audio conference will assist you in decisions for the upcoming plan year and how to prepare for the changes. This live audio conference is designed for human resources and benefits  more...

GASB 45 Strategies ...abilities. The program will provide vital information and planning techniques that will enable employers to avoid the potentially disastrous consequences of failing to identify, control and fund its OPEB liabilities. Most states, municipalities and governmental agencies are aware that they are required to comply with GASB 43 and 45, but it is very important to understand the implications that a  more...

IRA and Qualified Plan Distributions ...d for those who advise their clients on IRA and qualified plan distributions. It will focus on the required minimum distribution rules and how an IRA payable to a trust may still qualify as a designated beneficiary. This program can help you spot and avoid some of the common mistakes taxpayers make with their IRAs and inherited IRAs. This audio conference is designed for attorneys, financial  more...

2011 Affirmative Action Compliance Update ...BenefitsWhen was the last time you updated your narrative plan documents, your applicant self-identification forms, and your statistical and adverse impact analysis? As you update your plan documents for 2011, take an hour for an in-depth review of recent changes to the regulatory requirements and best practices that affect each aspect of your plan and related forms. If a letter from the OFCCP  more...

Hot Topics in Retail Leasing ...ery dangerous and expensive. The retail and mall business plan is under attack and the retail complex owners are consolidating and stripping retail profits via lease regulation, hidden charges and profit centers for what were 'pass through services'. Many retail tenants are unable to live out their lease terms due to the economy and the 'killer retail lease' forms being utilized by the larger  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...

LEED Credits That Don't Break the Bank! ...e to high-performing buildings. Furthermore, teams rarely plan ahead and build the incentive opportunities into their design and construction strategies to ensure that all available dollars are captured. This results in projects going over budget, designers having to choose sub-par systems as a result of cost control, and a significant loss in value for owners. This audio conference helps you  more...

HR Time Lines: The Complex Integration of FMLA, WC, Disability and COBRA ... run together? What cannot? When can we cancel the health plan, for what reason and is it a COBRA qualifying event? During this audio conference we will pull all of these together to explain the employer's liability. When can coverage be canceled? What laws protect employee benefits? Many times all of these laws touch ONE person - you need to be sure your corporate policies and actions are  more...

Key Subcontracting Issues, Including Flow-Down and Paid-If-Paid Provisions ... contract flow-down clauses, consent clauses, make or buy plans, privity, sponsorship and subcontracting plans. Learning Objectives - You will be able to discuss subcontracting issues. - You will be able to review subcontracting plan requirements. - You will be able to identify past performance issues. - You will be able to explain tailor clauses for specific types of subcontractors. This  more...

Form 5500 Reporting Update ...plan must file an annual report regarding the plan's financial condition, investments and operations, unless specifically exempt by law. Filing the Form 5500 will satisfy this requirement. This audio conference will help you understand when you need to file a Form 5500 and what you need to file, and will focus on some recent changes that may impact your filings. This audio conference is  more...

Electronic Data, Discovery and Document Storage BenefitsDo you find yourself dreading your next e-discovery matter? Would you like to develop a road map that will guide you through the maze of collecting, processing, reviewing and producing electronic data? This audio conference will help you to develop a well-crafted discovery plan, intelligently set a budget, identify the sources of electronic documents, use best practices for data  more...

LEED Documentation and Recordkeeping Requirements ... both an understanding of the need for and implementing a plan of recordkeeping and documentation that makes filling out the submittal templates easy to perform. This audio conference will help you understand not only what recordkeeping and documentation is required, but how to compile it and what is needed to be submitted to satisfy LEED requirements. We will also provide samples of  more...

EPA Requirements for Underground Storage Tanks: Recent Changes and Cleaning Up Contamination ...nd the requirements, create the best possible remediation plan, and select the most beneficial remediation program to gain assistance, either financially or procedurally, from government agencies such as the EPA. The audio conference also explains the cleanup process from the initial site assessment and characterization of the site to the ultimate goal the receipt of the no-further-remediation  more...

Recent Developments in Employer Liability for 401(k) Investments ...ver-expanding list of factors bombards sponsors of 401(k) plans, and places companies and their management potentially in the cross hairs. From Enron, Worldcom and Sarbanes-Oxley, to the more recent massive class actions filed against Fortune 500 companies regarding 401(k) plan service fees, decision makers face increasingly tough choices and more difficult compliance challenges when it comes  more...

Land Development Right Transfer Issues and Complexities ...s well as the development goals of a community's land use plans. When TDR works, property owners are compensated for voluntarily conserving their land and developers are able to achieve more profitable levels of development despite contributing to off-site preservation. As a market driven tool that requires coordination of various stakeholders, TDR can seem intimidating. This teleconference  more...

Immigration Issues for Construction Professionals ...ncreasing for all companies and it is important to have a plan of action in place prior to the government knocking on your company's door. We will review the proper steps to complete an I-9 form and to audit an I-9 form, while also encouraging the use of a W-9 form and an Immigration Compliance Acknowledgment Form to use with employees. We will address how to respond to Social Security mismatch  more...

Implementing An Indoor Air Quality/Construction Hygiene Plan ...plans to help reduce damage to building materials during construction. Following the appearance of mold and water intrusion as a significant threat to construction projects, construction hygiene plans began to emerge in the early 2000s. Today, sustainability plays a key role in most new construction and large-scale renovations projects. To aid in designing and constructing  more...

Best Practices in Electronic Invoices and Electronic Payments BenefitsIt may seem impossible to escape the paper-heavy processes in your AP department and achieve the coveted paperless status, but pulling off this caper is not a feat reserved for only paper mavericks. Instead, we can show you there is a way to achieve a paper-free environment and realize your ROI. In this teleconference, e-invoicing architect Henry Ijams will discuss your options for a  more...

Oil SPCC Update: How do the Ongoing Changes Affect You? ... Learning Objectives - You will be able to recognize SPCC plan elements. - You will be able to discuss inspection of testing. - You will be able to review recordkeeping methods. - You will be able to describe correct reporting methods. This teleconference is designed for engineers, environmental professionals, presidents, vice presidents, business owners and managers, project managers,  more...

IRS Form 8928: Health Plan Reporting and Excise Tax Update ...plans now have a duty to self-report certain regulatory plan failures and pay excise taxes where such failures are not corrected in a timely fashion once discovered, or are due to willful neglect. You need to know the Internal Revenue Code rules or risk expensive excise taxes for failure to comply with COBRA, HIPAA and other federal group health plan mandates. Recently issued IRS final  more...

Code Section 409A ...sThe IRS is giving employers one last chance to fix their plan documents and compensation agreements for Code Section 409A. However, the IRS has also announced some new interpretations of Section 409A provisions that will require most employers to make changes to their plans and agreements. Employers that make these changes before January 1, 2011, can avoid IRS penalties, in most cases. In  more...

Long-Term Care Insurance in Estate Plans ...ient? How can the client control the cost and customize a plan that fits their needs? What are the guidelines and types of underwriting? What is the benefit of long term care insurance to the client and their family or charity? What might the client be able to do now to enable them to maintain their independence longer without the need for long-term care? The answer to these and other  more...

Planning and Zoning Techniques for Open Space Preservation ...g a successful open space strategy is complex. Open space planning and implementation must take into account the regional context, community vision and ultimate function of the open space areas. The costs and means of maintaining open space must be considered. The use of the various regulatory and nonregulatory tools must be coordinated to ensure maximum effectiveness. This teleconference will  more...

Is Your Health Care Plan Grandfathered Under the Health Care Reform? ...plans routinely make annual changes to their plans that are designed to reduce costs, increase efficiency, and improve employee health and productivity. As plan sponsors consider design changes for 2011, they must also take into account new federal mandates under the Patient Protection and Affordable Care Act, as modified by the Health Care and Education Reconciliation Act of 2010  more...

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

Not in My Backyard (NIMBY): Overcoming Development Resistance ...ons are political decisions. If a contentious development plan is to overcome opposition and win the approval of political decision makers, the proponents must first understand the local politics. This teleconference will explain why citizens oppose projects and how to overcome resistance to development. Learning Objectives - You will be able to discuss common approaches to influencing land  more...

Selecting Vendors: An Introduction to RFPs BenefitsThis teleconference is an introductory course for those who are just beginning to consider or use RFPs in their procurement process. It will provide you with a basic understanding of how requests for information and requests for proposals can be used to increase corporate procurement efficiencies and deeper vendor relationships. It will provide insights on best practices in Fortune 500  more...

Meeting Your Fiduciary Responsibilities Under ERISA ...plan subject to the Employee Retirement Income Security Act of 1974 requires that people managing the plan or investing plan assets become fiduciaries. You need to know when they might become an ERISA plan fiduciary. You must understand your legal obligations to plan participants and beneficiaries. This teleconference will provide you with an overview of the ERISA rules governing plan fiduciary  more...

Return on Investment for Wellness Programs ...orksite wellness should be part of every strategic health plan. These plans can offer a valuable tool for employers to promote a fit and health-conscious work force that will save employers money by keeping health insurance premiums down, reducing workers' compensation costs, and by increasing productivity and decreasing lost time. Implementing a plan takes time, attention and deserves a well  more...

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

Best Practices in Invoice Processing BenefitsCritical tools such as electronic invoicing, vendor inquiry and Optical Character Recognition are rapidly changing the accounts payable field. Join an accounts payable industry analyst to learn why your job depends on not only understanding these high-power tools, but becoming an expert in their use and application. This teleconference will cover the tangible benefits of streamlining your  more...

Preparing for the Unexpected Departure of Key Employees: An Introduction to Replacement Planning ...izations, public or private, have functioning replacement plans in case of the disastrous loss of key people to death, disability, sudden resignation or the potential threatened loss in hostage-taking situations. Replacement planning is not the same thing as succession planning or talent management, though many organizational leaders confuse them. This teleconference helps you understand the  more...

Influenza: Seasonal to Pandemic ...u are required to complete and return an evaluation form. Planning Panel Members are: Kerri Crank, BSN, Robert Kerbell, Jodi Hamm, Erica Rokus/Michelle Shepherd and Andrea Helland. There are no conflicts of interest to report. There was no commercial support received for the planning of this program. No endorsement of products or off-label use will occur at this program. Learning Objectives -  more...

Best Practices in Commission Pay Plans ...ivating and retaining sales people as a strong commission plan. This is critical because sales people are often highly paid, remote from headquarters and entrusted with customer relationships (very valuable assets). A properly designed commission plan clearly and personally communicates the strategy of the organization to resources that have direct impact on financial performance. The design  more...

Understanding the New GFE and HUD-1/1A Settlement Statements Benefits strong Effective January 1, 2010, all residential mortgage loan originators will have to change their loan origination forms and procedures to comply with a new rule recently adopted by the U.S. Department of Housing and Urban Development. /strong The new rule dramatically changes both the Good Faith Estimate and the HUD-1 and HUD-1A Uniform Settlement Statements required by the federal  more...

Limited Medical Programs: How Employers Are Using Them to Control Health Care Costs BenefitsAfter years of increasing medical premiums, employers are hitting road blocks in cost saving measures. We are at a point of office visit co-pays approaching $50, prescription drug co-pays of $50 to $100, deductibles exceeding $2,000 for in-network benefits, and more and more premium cost shifting from employer to employee. Employee's are finding it hard to afford the per pay premiums and  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...

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

Construction Project Management in Remote Locations: Site Considerations and Unique Challenges ...analysis, scope of work development, a detailed execution plan, a detailed CPM schedule with day certain financial closing and a fixed price lump sum price to perform the work, all due in 3 to 6 weeks. A sense of urgency is the common thread that runs through all of the construction planning steps and is essential to the success of the project. Carefully planning the work and then executing the  more...

Pitfalls of Participant Loans in Retirement Plans ...BenefitsParticipant loans in a qualified employee benefit plan are a common problem area due to their complex administration. Plan sponsors of qualified employee benefit plans need to be aware of many pitfalls to avoid tax consequences. Even worse than tax consequences is the possibility of the entire plan losing its preferred tax status. This teleconference will explain the regulations of  more...

Using Green Strategies for Your Business to Increase Your Profits ...ess Council on Sustainable Development). Obama's Stimulus Plan is focused on green jobs and infrastructure. Monster.com surveys show that green is a critical talent retention strategy. Discover what is driving this wave toward green and sustainable products and services. Find out how your company can profit from this world-wide trend, where to look for cost savings and how to use it to drive  more...

Promoting Wellness and Recovery of People With Mental Illness Through Strengths-Based, Person-Centered Practice ...s the strengths assessment and personal wellness/recovery plan. You will also learn of several innovative initiatives and creative ideas that you may begin to utilize in your practice. Learning Objectives - You will be able to define the purpose of working with people with mental illness. - You will be able to identify three critical concepts in strengths perspective. - You will be able to  more...

Providing Investment Advice to Retirement Plan Participants Without Triggering Liability ...ortance of financial literacy. Until recently, retirement plan sponsors have been constrained in the types of investment advice that can be provided to plan participants. Plan sponsors have long wanted to provide the investment advice their participants desire, but without incurring liability for advice given in good faith. This teleconference provides practical advice to human resource and  more...

Developing, Managing and Analyzing a Budget: Understand and Implement an Effective Budget for Better Management and Financial De ...planning and budgeting are the keys to success, and operating without a plan or budget is an invitation to fail. This concept holds for businesses - no matter how large or small - nonprofits and governments. Budgeting is a dynamic process, not a static one. By knowing the types of budgets and processes that have worked for others, one can create an environment and procedure that is a tool for  more...

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan ...Learn how to provide the best asset protection and estate planning benefits for large retirement plans so that the valuable 'stretch out' does not become a 'blow out.' Most trusts are inadequately drafted to handle retirement plans, especially in light of the recent changes of the Pension Protection Act. New preparer penalties put an additional premium on determining whether the trust is likely  more...

Collective Bargaining and Construction Labor Contracts ...nefit funds for unpaid benefit contributions. With proper planning and a better understanding of the law, these problems can be avoided. This teleconference will help contractors gain a better understanding of the types of labor agreements they are being asked to sign, as well as the obligations those agreements impose. This teleconference is critical for contractors who want to proactively  more...

Setting the Stage for Rehiring: Logistic and Liability Issues ... 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 before the rehire process begins through actual rehiring and on-boarding. Topics to be covered include setting  more...

Revitalizing Vacant Commercial Properties ...ace to do business or to investment status will require a plan and know how. This teleconference is meant to guide you through a process on how to capitalize on the current market and take advantage of what may be a once in a lifetime opportunity. The teleconference will walk through a simple process that allows you to evaluate a potential deal and the steps you may need to take to make it  more...

Estate Planning for the Final Years of Life ...d studies indicate that the majority of Americans fail to plan for their final years of life. Ironically, this is the time when many people are confronted with their greatest challenges and most stressful experiences. This teleconference will cover why people need to plan, what they need to plan for and how to apply proven strategies for dealing with the final years of life. Thomas Day, a  more...

Implementing a Health Risk Assessment for Your Health Plan: What Works, What Doesn't, What's Legal ...lementing 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?,' 'What should I look for in a vendor?' and 'Aren't there a lot of legal issues with gathering health  more...

Recognizing and Responding to Excited Delirium ...h-risk individuals for a sudden death, develop a response plan for the management of these individuals and situations, and identify the potential evidence that needs to be collected in addition to identifying the role a psychological autopsy plays in these situations. This teleconference is a must for those responding to a person demonstrating bizarre behavior or charged with developing a  more...

Planning to Avoid Estate Litigation ...plan, no matter how well-intentioned, can be challenged and in today's litigious society, those challenges are even more commonplace (and costly) than ever. This teleconference helps you recognize potential issues, learn techniques to diffuse future hotspots and protect yourself from common mistakes that leave plans susceptible to challenge. Through true-life examples, the presenters will  more...

Estate Planning for Non-Traditional Couples ...planning for non-traditional couples is a growing field laden with opportunities and land mines. Whether it be a gay or lesbian couple, or a heterosexual couple living together but simply choosing not to get married, the need to be proactive in their planning is essential. Two primary issues arise when it comes to planning for non-traditional couples: (1) Unlike traditional married couples who  more...

Time and Territory Sales Management Techniques ...his teleconference, you'll learn proven strategies to pre-plan your sales calls, develop a laser focus to dig deep, high and wide in your sales territory. You'll also learn how to gain access to key decision makers, qualify who is serious about doing business with you, and how to proactively manage your accounts and customers' expectations. The goal for this session is to give you valuable  more...

Changes of Status Checklist ...plan or other health and welfare plans, it can be confusing to administer your plan when an employee has a change in status. This teleconference will assist you in determining when you can allow an employee to change their election under your cafeteria plan. It will also cover what happens when an individual has a change in status while on COBRA. We will cover the details of what is considered  more...

Fast-Track Construction: Opportunities and Challenges Management ...hitects and engineers may not have a clear idea of how to plan and manage drawings and specification production to provide information when it is needed for construction in multiple phases. Contractors may not understand how some interactions with the design team may adversely affect project goals. This teleconference helps you understand the interaction between the three groups responsible for  more...

Understanding the Development Approval Process ...ll get you there, and the pitfalls and obstacles you must plan for and avoid along the way. It will help you understand, anticipate, plan and execute effectively in what can otherwise be a confusing, lengthy and expensive process. Learning Objectives - You will be able to review preparation of applications for development. - You will be able to explain conditions and limitations on  more...

401 (k) Plan Audits-What to Expect of the Process ...plan can seem daunting and intimidating to some. In addition, as it is essentially a compliance requirement, few plan sponsors see much value in the audit. This teleconference will explain in depth what is involved in the audit of a 401(k) plan. Gain insight into the various entities involved in the audit process and what they contribute to the successful and timely completion of an audit.  more...

Engaging Stakeholders (and Raising Money) With Social Media for Nonprofits ... learned. You'll learn about creating your organizations' plan for social media. While this teleconference is most appropriate for those with a basic understanding of social media, novices are welcome too - John is adept at explaining technological concepts in plain English. TWITTER is a registered trademark of Twitter, Inc. and this event is not sponsored by or affiliated with Twitter.  more...

Value Engineering Change Proposals in Government Contracting BenefitsMany federal contractors are greatly focused on achieving cost reductions in their production processes, such as through lean manufacturing and Six Sigma programs, to become more competitive and increase profits. However, few contractors take advantage of a contractual tool, the Value Engineering ('VE') contract clause, which was established specifically to provide increased profits from  more...

Controlling Health Care Costs With Self-Funded Plan Options ...nswer when deciding to switch from a fully insured health plan arrangement to a self-insured arrangement. The speaker will cover different self-insured health plan options, for example, preferred provider, HMO, health savings accounts and health reimbursement arrangements. The importance of choosing a third-party administrator based on factors beyond just the per person administrative fee and  more...

Benchmarking your Health Benefit Program: How Do You Stack Up? ...rance 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 on employees with an eye to comparing your plan to  more...

Construction Site Hazard Prevention ...most difficult aspect of establishing an effective safety plan involves the establishment of proactive hazard recognition and accident prevention systems. We all want our workers to go home at the end of the day safe and sound to their families. This teleconference will help you achieve that goal by understanding how to evaluate your current program and how to identify opportunities to develop  more...

How To Prevent Construction Projects From Going Bad ... will include a discussion on defining success and how to plan for it from both the perspective of the owner and the contractor, ways to manage risk through key contract provisions and project management tools, and how the surety's ability to perform may be affected by the actions of the parties during the construction process. n nLearning Objectives n- You will be able to arrange a plan for  more...

Developing an Effective Property Management Plan nThe world of real estate and finance has changed dramatically. Are you interested in making more money? Having more free time? Living life with less stress? If you are a professional HOA property or community manager, or if you are thinking of becoming a HOA property manager, you will want to know what's new in property management. Become acquainted with the newest technology and how you can  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...

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

Tax and Practical Aspects of Business Succession Planning ...in today's economic environment, the importance of a well planned, dynamic and long-term succession plan is vital to the continuation of the family business as it is passes from generation to generation. Tax considerations are one part of that plan, but should not take priority over sound business or family considerations. This teleconference will examine the elements of an effective succession  more...

Construction Delays Caused by Permitting nConstruction delays caused by delays in obtaining permits can result in significant costs to all parties involved in a project. It is essential for you to know how to avoid permitting delays and how to address them when they arise. This teleconference will address how to use contract language to minimize and allocate the risks associated with permitting delays. In addition, it will address  more...

Purchasing Contract Disputes ...ious business disputes. This teleconference will help you plan and implement a practical strategy to minimize the business interruptions (and costs) that can occur when purchasing contract disputes occur - and turn potential career-limiting purchasing disasters in 2009 into success stories. This introductory course will help you understand how such disputes arise, how to avoid them and how to  more...

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

Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client ...ttorney 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. The second part will highlight various drafting techniques that will allow a will and trust to maintain maximum  more...

Investing IRAs and Qualified Plan Rollovers in Real Estate, Franchises, Start-Ups and Other Private Investments - Techniques and ... growing number of IRA owners and recipients of qualified plan rollovers have sought to take control of their own investments by investing directly in real estate 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  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...

Current Trends in Transit-Oriented Development ...is and how it will benefit under President Barack Obama's plan for a national economic stimulus. You'll find out what states, regional transit agencies and local governments are doing to encourage economic development through TOD and the role for the private sector, including investors and developers looking for new opportunities in our stagnating economy. n nLearning Objectives n- You will be  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...

Estate Planning for Vacation Homes ...ut the generations. To do so requires careful, thoughtful planning by both the parents who own the property and those to whom they would like to pass this unique legacy. This teleconference will review the many options available to vacation homeowners to plan for such important transfers. You'll learn about the mechanics of such strategies, as well as the potential pitfalls. Since every family  more...

Understanding the COBRA Alternative Coverage Rules ...o 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 coverage, how it applies and in what circumstances. Secondly is a discussion of what procedures must be followed in  more...

Aging Building Management: Best Practices in Development Long-Term Capital Plans ...ent criteria. And the various stakeholders in the capital planning and management process must be able to see the long-term impact of different investment decisions. In addition to condition information, by considering sustainability recommendations along with systems life cycle requirements, building owners and managers can optimize recapitalization and greening initiatives. n nRegister for  more...

Internet Techniques for Locating Lost Relatives ...is known - the identifiers; and creating a basic research plan. There are many online resources, public and private, that can be used for a search. This teleconference will cover the types of records, the quality of information in those records and statutory considerations affecting the availability and use of records. After the search is completed and a lost relative is located, considerations  more...