Processes Telephone Seminars - Training Resources

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs ...nce will also discuss new IRS pilot private letter ruling processes, the availability of expedited treatment and the use of pre-filing agreements with respect to certain completed transactions. In addition, in connection with IRS examinations, when to consider requesting a technical advice memorandum or other advice from the IRS National Office will be discussed. This teleconference is a must  more...

Federal Tax Classification of Series LLCs ... useful in situations where long and expensive regulatory processes are involved with a new state law entity. The series LLC also can be used in asset backed securitizations in place of business trusts in those states that treat single member LLCs as disregarded entities but do not treat business trusts as disregarded. It can also be useful for estate planners to avoid multiple LLCs when the  more...

Electronic Invoicing and Payments: Paperless A/P Best Practices ...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 paperless invoicing process and guide you through a  more...

Understanding the Basics of Lean Accounting ...vel manufacturing firms migrate to advanced manufacturing processes, they have become uncertain about the ability of traditional cost accounting tools to provide meaningful and accurate measurements. This teleconference outlines a hands-on view of the process needed to evaluate, establish and maintain lean accounting in a mid-level manufacturing environment. While lean accounting will help  more...

Form-Based Coding: An Alternative to Conventional Zoning ... to adopt form-based provisions, application and approval processes, and the treatment of nonconforming structures in a form-based district. This teleconference is based on publicly available information concerning the LEED rating and certification system, and is not specifically endorsed or approved by the U.S. Green Building Council. Learning Objectives: - You will be able to interpret key  more...

Documenting and Organizing LEED Projects: Lessons Learned for Better LEED Submissions ...ps for LEED certification into already established design processes. Even though a designer might understand the principles of sustainable design and are familiar with LEED certification, until they have managed a LEED design through certification, do they really know what it takes to get a building LEED certified? This teleconference will use case studies and the experiences of designers who  more...

Developing a Pay-for-Performance Plan BenefitsPay-for-performance plans are like motherhood and apple pie - everyone agrees with the concept, but not everyone can achieve the desired results. This teleconference will present the concept of pay-for-performance and its relationship to the compensation strategy. You will learn about the various performance-based plans that can be developed within base salary and variable pay components,  more...

Developing, Managing and Analyzing a Budget: Understand and Implement an Effective Budget for Better Management and Financial De ...ss, 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 attainment of organizational goals. A suitable budget will, indeed, help define and shape those goals, as well as evaluate the likelihood of achievement. Accountants, tax managers, CFOs, controllers, enrolled agents, business managers  more...

Building Green Without Losing Green: Managing Risk in Sustainable Design and Construction Contracts ... development. The introduction of new green practices and processes requires a fresh review of old design and construction template agreements. In this teleconference, you will learn to identify areas of contractual risk in the green development context. You will also learn how to manage and mitigate emerging risks present in green design and construction contracts. Contractual risk mitigation  more...

Minimize Risk with Legal Case, Matter and Practice Management Systems ...BenefitsCase, matter, and practice management systems and processes will help your practice become more efficient and effective in all aspects of operating your practice and addressing the needs of clients. Whether you are a litigator or a transactional attorney, in private practice or in a legal department, this seminar will focus on the functions and advantages of case, matter, and practice  more...

Creating a Payroll Manual: Putting Your Procedures into Writing ...ompliance issues but with addition of technology, payroll processes have become more involved. This has put payroll professionals in a position to get stuck in the 'get the payroll out' each week rut. This teleconference is going to help you create and write complete process documentation that would allow any associate in your department be able to do all processes if necessary. During this  more...

Show Me the Money: Determining Return on Investment for People, Projects and Programs ...ever gain the respect and leverage necessary to keep your processes 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  more...

Infection Control Programs ...romote the collaborative nature of successful improvement processes. Lorman Business Center, Inc. dba Lorman Education Services is an approved provider of continuing nursing education by the Wisconsin Nurses Association Continuing Education Approval Program Committee, an accredited approver by the American Nurses Credentialing Center's Commission on Accreditation. This program qualifies for  more...

Achieving Clarity and Value From Nonprofit Financial Reporting, Ratio Analysis and Benchmarking BenefitsYou will learn the strategies necessary and appropriate for improving financial reporting and ratio analysis. You will be able to develop an action plan for your organization to improve the clarity and substance of its financial reporting. Using ratio analysis, unit cost and benchmarking techniques, you will improve the clarity and understanding of your financial reports. You will learn  more...

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

Value Engineering Change Proposals in Government Contracting ... 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 cost reduction suggestions. Using a Value  more...

Building Information Modeling: Planning, Design and Legal Considerations ...may just be excuses. When we talk about the tools and the processes, we will explore some costs and benefits of BIM throughout the team. We will talk through a couple project examples where BIM tools and processes were used to really make a difference in the outcome of the project and finish up with a section focusing on the "What's in it for me?" question, again addressing your needs. n nYou  more...

Enabling Loan Processes with Paperless Files ...dards. You will gain a broad introduction to the types of processes that can be enabled by digital files, strategies for migration and improvement of existing processes, implementation of new workflows and planning to enable future growth. For lenders looking to align technology and processes now to support underwriting operations, improve customer service activities, decrease cost per loan and  more...

Making It Through the Land Entitlement Process nWith a multilayered regulatory framework and a myriad of reviewing agencies and stakeholders, the land entitlement process is often bewildering. The rules, processes and players vary widely by jurisdiction but there are common keys to success. Get an insider's perspective on differentiating the various regulatory processes, understanding and addressing stakeholder concerns, getting staff on your  more...

FDIC's Role When a Financial Institution Fails: What Businesses and Bankers Need to Know ...processes and procedures for determining deposit insurance coverage in the event of a failure of one of the largest insured depository institutions. This teleconference will provide you with information on the complex rules governing FDIC insurance coverage and how to maximize FDIC coverage. The coverage rules, the new rules recently passed and strategies that can be employed for maximizing  more...

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

Fetal Alcohol Syndrome in Children nExposure to substantial amounts of alcohol during pregnancy is known to produce a wide spectrum of morphological and behavioral outcomes. The most affected children in the spectrum display a characteristic pattern of morphological anomalies known as fetal alcohol syndrome. The majority of children exposed to alcohol, however, do not display morphological anomalies, yet they may show significant  more...

Purchasing Contract Disputes ...gain an understanding of standard contract provisions and processes used by Fortune 500 companies to constructively address the typical disputes that arise in any business relationship. You will also learn about the process of moving from negotiation of business disputes to maintaining and successfully asserting your legal remedies under a purchasing contract. The teleconference will deal with  more...

Conducting Successful HR Audits ...sessment 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 the impact and  more...

E-Verify Mandates and Mechanisms for Compliance nE-Verify is an online system that allows participating employers to check the work status of new hires by comparing information from an employee's Form I-9 against Social Security Administration and Department of Homeland Security databases. Although initially implemented as a voluntary program, many states now require the use of E-Verify. Additionally, as a result of a presidential executive  more...

Electronic Record Retention: Mistakes HR Professionals Can Avoid nLearn the facts and get advice on cutting your dependence on paper records. According to the Association of Information and Image Management, more than half of organizations that attempt to implement paperless records management systems fail. Don't be one of them. This teleconference will help HR managers and anyone attempting to implement paperless records management to go paperless effectively.  more...

Effective Program Evaluation for Nonprofits nThe importance of evaluating your nonprofit cannot be underestimated! The data you collect and analyze will let you know the extent to which you have met your goals and objectives, how your clients feel about your organization and its services, whether you are using quality processes, what you can celebrate and how you can improve! Effective evaluations can also tell you about the program design  more...

Issues Surrounding Student Discipline ...ts. Of course, a failure to observe proper procedures and processes could also result in a reviewing body, reversing the discipline imposed in a particular case, thereby causing a substantial disruption of the educational process. Developing and adhering to a systemic process for student discipline is the most effective way to avoid such problematic results. This teleconference will assist you  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast ... value to anyone involved in the construction contracting processes, including those involved in contract formation and negotiation, contract administration, payment application and administration, change order and claims processing, and dispute resolution. n nLearning Objectives: n- You will be able to describe what is new and different from the prior 1997 AIA document editions. n- You will be  more...