Senior Telephone Seminars - Training Resources

Keys to Understanding and Writing Purchasing Contracts BenefitsThis teleconference is an introductory course in understanding and documenting the purchasing process in a business environment. It will provide you with an understanding of how to negotiate and document agreements between business entities for goods and services - and the problems that develop when the purchasing contract fails to adequately address critical terms. It will also cover  more...

Estate Planning for the Final Years of Life ...s for dealing with the final years of life. Thomas Day, a senior citizen himself, has spent more than 20 years helping people across the country with these issues. Mr. Day provides a wealth of knowledge, identifies specific planning sources and offers unique strategies that can be put together to produce a useful and valuable plan. Attorneys, estate planners, accountants, presidents, vice  more...

Battle of the Forms: Back to the Basics and Recent Developments BenefitsConflicting terms and conditions exchanged between contracting parties create recurring and vexing problems. The parties are often left with significant uncertainty regarding the terms of their contract, which presents significant commercial and legal challenges as they seek to ensure performance and enforce their rights and remedies. The battle of the forms presents complex challenges for  more...

Fundamentals of Writing RFPs BenefitsVendors cannot possibly offer an intelligent, thoughtful proposal solution if your RFP is unclear, unorganized and disjointed. This engaging teleconference will provide proven methods for drafting RFPs that are clear, precise and produce desired results. Learn 10 writing tips that will guide you in creating an effective RFP. Learn how to format your RFP to lead vendors toward answering  more...

Electronic Contracts: Best Practices and Legal Implications BenefitsThe legal landscape affecting the enforceability and proper use of electronic contracts continues to change. While such contracts are now widely used, certain issues remain unsettled, including unilateral modification of contracts and attribution of electronic signatures to a particular user for enforceability issues. Jason Epstein and Geof Vickers will provide solutions to some of these  more...

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

Increasing Sales with LinkedIn ... This teleconference is taught by Lyndle A. Savage Sr., a senior partner and vice president of business development for Integrated Alliances,LLC. It covers specific strategies for the most common selling scenarios - hunting for business, named and targeted accounts, farming, territories, vertical markets, business partners and sales channels. With LinkedIn you get a jump start in your on-line  more...

Federal Tax Classification of Series LLCs ...seful for estate planners to avoid multiple LLCs when the senior generation wants different treatment and ownership for their assets. This teleconference will review the history of the series LLC and the Internal Revenue Services rulings and regulations that address the classification of the series LLC, including practical problems caused by the requirements of the IRS classification rules. In  more...

Use of Terms and Conditions in Purchasing Contracts BenefitsAs companies seek to reduce transaction costs by doing business with standardized business forms, the old 10-point, double-column terms and conditions provisions have taken on new importance for purchasing professionals. This teleconference is going to expose that what is hidden in that microscopic text are not only acronyms that can be legally determinative if a controversy develops, but  more...

Doing Business with Distressed Vendors and Customers: Strategies to Employ in Workouts, Litigation and Bankruptcy BenefitsThe strains of the current economic crisis are being felt in every industry and at every point in the supply chain. More and more often, vendors are encountering distressed buyers and buyers are dealing with distressed suppliers. Attend this teleconference and you will learn to recognize the early warning signs of financial distress, and be armed with strategies that can be employed in  more...

Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science ...tor's expectations and the firm's responsibilities; and a senior member of the staff of an asset manager who can give a real life view of an IPS 'from the trenches.' The teleconference will focus on the underlying bases for the establishment of an investment policy statement and the various techniques used to ensure that it is comprehensive and comprehensible, and adequately designed and  more...

GSA Price Reduction Clauses (PRC) in Contracts BenefitsGSA Federal Supply Schedule contracting is a convenient way for companies to sell their products to the federal government. However, doing business under GSA FSS contracts presents a number of compliance issues, with one of the most important being the price reduction clause. This clause is included in all of the GSA Multiple Award Schedule schedules and essentially it guarantees that GSA  more...

Purchasing Law: Breach, Repudiation and Excuse BenefitsYou have survived the battle of the forms or signed a supply agreement but there is a problem - your supplier hasn't delivered, the goods don't work the way they should or you have reason to think that they won't be delivered. This teleconference will provide you a basic understanding about what you can do when your purchase contract goes bad. You will receive a primer on the steps you  more...

Show Me the Money: Determining Return on Investment for People, Projects and Programs ...Senior leaders in private sector, public sector, and social sector organizations want to see value for investments made in people, projects and programs. This value, more than ever before, is defined in terms of return on investment. Until you can produce solid, verifiable numbers that prove the worth of investments, you may never gain the respect and leverage necessary to keep your processes  more...

Purchasing Contract Disputes nBad economic times inevitably result in serious 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  more...

Best Practices in Purchasing Software nNegotiating software licenses can be frustrating for the business owner. Once you get past the 10-point, double column format of most vendors' license forms, you begin to understand that there are no standard terms and conditions for licensing software - each deal is unique. This teleconference will help the person responsible for evaluating, purchasing and maintaining enterprise-wide software  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...