Set Telephone Seminars

Accounting Endowments of Not-for-Profit Organizations After UPMIFA ...ar value with the seven articulated standards of prudence set forth in UPMIFA has thrown into some turmoil the rules governing how a nonprofit organization should present its financial condition. The requirements of UPMIFA as a state statute and FSP FAS 117-1 as an accounting requirement often appear to be and perhaps are in conflict. This live audio conference will review these requirements  more...

Workers' Compensation Benefits: Who is Eligible, How are They Calculated, When and How Can They be Settled ...efits are calculated and what employee benefits may be offset with the payments of workers' compensation, and most important, how to resolve or settle a claim without creating additional liability for the employer. Issues covered include types of benefits, calculating rates for full and part time employees as well as seasonal employees, the option of employee leasing, and Medicare Set Asides in  more...

Storm Water Pollution Prevention Plans (SWPPP): Developing a SWPPP and the New EPA Storm Water Rules ...ion and consequently, EPA is moving forward with plans to set storm water standards under the national pollution discharge elimination system. This change in direction will require industry, developers, states and local governments to take steps to reduce runoff, including development of a SWPPP or MS4 program and incorporation of best management practices. This live audio conference will  more...

Considering Medicare's Interest in Future Medical Expenses While Avoiding MSA Overfunding ... in compliance with the Medicare Secondary Payer Act when settling workers' compensation and liability cases. Explore alternatives to submission for CMS approval as a means of compliance. The program advocates a reasoned approach to allocating for the Medicare Set Aside and to deciding whether submission for approval is advisable considering anecdotal evidence of MSA overfunding. This live  more...

The WE in Wellness--5 Skills Every Case Manager Should Know for Effective Case Management ... the learn how to be both realistic and effective as they set goals for themselves and their clients. Learning Objectives: - You will be able to explain medical homes and community case management. - You will be able to describe realistic goal setting with clients. - You will be able to discuss teaching techniques and resources available for client education. - You will be able to identify  more...

Special Needs Trusts: What, Why and How ...variety of persons faced with these issues. We will first set the context by describing the main government benefit programs and fundamental planning tools. We then will discuss the different types of special needs trusts as well as practical planning options that will help you lead your clients to the best result possible. This live audio conference is designed for attorneys, estate  more...

Understand and Interpret Financial Statements ...on. The speaker will discuss the various components of a set of financial statements. He will also discuss balance sheet and income statement analysis and understanding cash flow statements. Finally, he will touch on key ratio analysis and how ratios provide an additional tool to judge financial performance. This live audio conference is designed to provide you with an understanding of the  more...

Giving and Receiving Employment References: Successfully Negotiating the Maze ... to incoming requests for references and the protocols to set up to process any such requests. It will also review tips on how to elicit useful information when conducting one's own reference checks - even with individuals who are aware of the pitfalls. This live audio conference is designed for human resource managers, personnel managers, employee relations managers, presidents, vice  more...

California E-Discovery Rules: Still in Their Infancy ...d 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, 2009, the Judicial Council followed suit by amending California Rule of Court 3.724 to require early meet and confer as to e-discovery  more...

AIA Contracts: The Owner-General Contractor Agreement ...rican Institute of Architects has published an integrated set 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  more...

Partnerships and Section 704(c) ...ction 704(c) provide a very flexible but very complicated set of rules for required allocations that apply to contributions property to or distributions property from an entity that is treated as a partnership. This audio conference is designed to help the drafters of the basic operating documents for an entity treated as a partnership, including partnership agreements, operating agreements  more...

Microsoft Project Best Practices: What's New on the Desktop ...eased significantly. Such demand warrants an even greater set of new and enhanced features to meet the demands of today's project and resource managers. Please join Daniel T. Renier from Milestone Consulting Group, Inc. for a 'what's new' review of Microsoft Project 2010 on the desktop. Since this is the most significant upgrade to Microsoft Project in the past decade, this is one audio  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...

Preparing for the International Financial Reporting Standard ...s, confirmed the leaders' support for developing a single set of high-quality global accounting standards. Both 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 interests of investors and companies. Given the strategic and business issues  more...

Principal Diagnosis Selection: Ensure Compliance with Official Coding Guidelines ...nding practical strategies to transition into coding mind-set of clinical principal diagnosis. Understand the role and distinct clinical advantage of capitalizing on the coder in working closely with the clinical documentation improvement specialists to solidify documentation and support of the most clinically relevant principal diagnosis, thereby reducing unnecessary compliance and financial  more...

Understanding Property Taxes in New York ...how the property assessments on which taxes are based are set by the local assessor, whether it is cost effective to challenge such assessments and the procedures and strategies for doing so. This teleconference is for anyone who wants to understand the procedural requirements, substantive law and strategic considerations behind such challenges and their defense. Accountants, controllers, tax  more...

How to Set Pay Ranges That Are Fair and Effective ... can run counter to efficiency and performance objectives set by the organization. The implementation of market-based pay structures is increasingly necessary in order for organizations to remain competitive, administer compensation fairly and easily, and allocate limited financial resources where they are most needed. This teleconference will review best-practice steps to compensation system  more...

De-Escalation Tactics When Responding to Individuals with Mental Illnesses ...on skills. Verbal de-escalation techniques are geared to 'set up' those being contained so that physical control techniques are enhanced, if they become necessary. When the public is witness to successful verbal de-escalation, they better understand and respect the challenges facing an officer, which contributes to future officer safety. Successful verbal de-escalation also sets a precedent  more...

The Construction Bidding Process ...luding small business, disadvantaged business and veteran set aside issues. You cannot compete effectively in this field without understanding the procedures and substantive rules which govern federal bidding. This teleconference is designed to provide practical guidance for all levels of experience. Learning Objectives - You will be able to review sealed bidding procedures. - You will be able  more...

Electronic Record Retention: Mistakes HR Professionals Can Avoid ...gement to go paperless effectively. You will learn how to set up an appropriate system with all the items you'll need to be efficient. You will learn about the importance of keeping your media fresh and current. You'll get great advice on how to set up your system to avoid tedium and error-prone processes that otherwise lead to defeat. And you'll get all the advice you need to grasp the overall  more...

Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs ...etter ruling request, a review of the ruling requirements set forth in Rev. Proc. 2009-1, what is not covered by a private letter ruling, the benefits of a pre-filing conference prior to the actual filing of the ruling request, as well as timing issues. This teleconference will also discuss new IRS pilot private letter ruling processes, the availability of expedited treatment and the use of  more...

Living With Uniform Prudent Management of Institutional Funds Act (UPMIFA) ...ince 1972. This teleconference helps you cope with a new set of legal requirements. In this currently challenging economy, the UPMIFA provides nonprofit institutions with the legal authority to make prudent expenditures despite having endowment funds which have asset value below their original or historical dollar value (underwater funds). Learn how new spending rules requiring application of  more...

Major Issues in WiMAX Tower Leases and Zoning ...s of land for communications towers because an entire new set of antennas and some new towers will be required for communities receiving the service, but some antennas will be put on existing cell towers. For many of these existing towers and the landowners who leased the land for them, WiMAX raises the issue of whether a lease amendment with increased rent is required to add the WiMAX  more...

When Worlds Collide - Bankruptcy and Probate BenefitsUntil the U. S. Supreme Court's 2006 decision in Marshall v. Marshall, 547 U.S. 293 (2006), there was a common belief among many bankruptcy and probate practitioners that the so-called probate exception to federal jurisdiction served to prevent bankruptcy courts from adjudicating any matters that were related, even only slightly, to a probate estate. In giving a very narrow interpretation  more...

Infill Development Fundamentals ... 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, identify the barriers to infill development and some potential strategies for overcoming such barriers and highlight the major legal issues  more...

Building Performance Benchmarking Strategies ...will help all directly and indirectly involved parties to set sensible targets and benchmarks, execute realistic performance improvement plans, and perform the design and retrofits that meet the challenges laid out above. It targets in particular the managers of corporate real estate portfolios, federal building managers, facility groups at university campuses, and building managers at city,  more...

Your Organization's Obligations Under the FTC's Red Flags Rule: A Comprehensive Overview ...deral Trade Commission's Identity Theft Red Flags Rule is set to go into effect on June 1, 2010. Yet, uncertainty remains as to which organizations are subject to the rule and what it takes to comply with the rule's requirements. Compliance is further complicated by the rule's nonprescriptive nature. Rather than tell organizations subject to the rule what they must include in their identity  more...

Discipline and Termination Considerations for Employees on Leave BenefitsIn an economy when many employers are forced to terminate employees, they should be cognizant of federal and state laws that may be implicated with respect to employees on leave. Employee leave can be as short as a few hours to vote, several months to care for a newborn or longer than a year due to a disability. In the event that an employee who is on leave will be terminated, whether for  more...

Best Practices in Budget Development and Analysis ... the budget to meet the realities of revenue constraints, set priorities, build consensus, and avoid unproductive budget negotiations. You will learn how to invest your time upfront to gather the data and other information, as well as use effective tools to analyze, prepare and propose an effective budget that meets the fiscal and policy objectives of your governmental unit. County and  more...

Using Purchasing Metrics to Drive Bottom and Top Line Contribution ...cing organization is establishing a comprehensive, robust set of metrics and using those metrics to improve performance. This teleconference will help attendees understand how an appropriate set of metrics can help them be more effective, the key elements of a robust set of metrics, and how they can develop and use metrics to drive bottom and top line performance. Purchasing managers, buyers,  more...

Understanding Insider Lending and Regulation O ... will review the rules applicable to loans to insiders as set forth in Sections 22(g) and 22(h) of the Federal Reserve Act (12 USC 375a and 375b) and its accompanying Regulation O of the Board of Governors of the Federal Reserve System (R CFR 215). Recordkeeping requirements and compliance will be addressed. There will also be an overview of the impact of Regulation W and the relationships  more...

Current Issues in Development Impact Fees ...p between development fees, exactions of land, regulatory set-asides, and in-kind taxes. - You will be able to review the applicability of Nollan/Dolan. - You will be able to define development agreements and fees. - You will be able to recognize reasonable relationship between fees and the impact of new development. Attorneys, presidents, vice presidents, developers, project managers,  more...

California Employment Law Update ...mployees in California face a bewildering and complicated set of employment laws, which are often inconsistent with federal law. This three-hour teleconference will address the most important and current issues facing California employers (or out-of-state companies with employees in California), including wage and hour compliance and litigation trends, California's unique disability and  more...

Understanding the Language of Mold Assessment Reports ...y involved in a legal matter who may be struggling with a set of mold assessment documents in hand, this workshop may help make or break a case. n nLearning Objectives n- You will be able to review mold assessment reports and understand fundamental terms. n- You will be able to explain limitations associated with mold sampling and interpretation of sample results. n- You will be able to  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...

Designing Effective Interest Rate Risk Management in Turbulent Times nThe current market has created challenges in managing risks while making a profit. Our tools for risk measurement were in place to help us take action to avoid as much of the impact as possible; yet a review of bank interest margins in the wake of massive rate reductions shows that bankers have a ways to go when using the interest rate risk information to make decisions. n nDuring this  more...

Uniform Division of Income for Tax Purposes (UDIPTA): Business vs. Nonbusiness Income Tax ...state courts and taxing authorities have interpreted that set of relatively uniform laws differently, especially with regard to the definition of business income. The differing interpretations of business income have increased significance to multistate businesses that are in the process of selling assets, liquidating or ceasing operations. This introductory teleconference details the mechanics  more...

Writing the Critical Teacher Evaluation nThe act of teaching is what finally determines the success or failure of the school. To that end, a well-developed and wisely used evaluation system is the most important tool of school administration. Teacher associations will (appropriately) protect memberships from evaluations that are poorly constructed or poorly delivered. Teacher associations also understand the importance of working with  more...

Differentiated Instruction: Striving to Reach and Teach All Learners nIn every classroom, teachers are faced with the challenge of educating students who differ in their readiness, interests and learning needs. They are supposed to deliver a set of standards, which may overwhelm some students while leaving others unchallenged and unmotivated. What can you do to help meet the needs of all students? In this teleconference, you will get an overview of differentiated  more...

IRA Rollovers and Transfers: Common Portability and Processing Concerns nThis teleconference is specially designed for those who advise their clients on IRAs. We'll focus on the options available both to IRA owners and their beneficiaries when it comes to transferring an IRA. You'll find out how an IRA owner can obtain relief for missing the 60-day rollover deadline and learn about the permissible ways a spouse and nonspouse beneficiary can set up an inherited  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast ...ests) to develop by a consensus process and comprehensive set of standard forms. These standard forms can and likely will be encountered frequently in the construction contracting process, either in relatively clean or in substantially modified forms, and even where the forms themselves are not conspicuously used, many of their concepts and even their explicit language will show up in a variety  more...