Speaker Telephone Seminars

Intentionally Defective Grantor Trusts ...n as opposed to a recitation of case law in the area. The speaker will concentrate on when to use this technique, how to design these trusts, and their place in comparison to other estate planning tools. You will become well versed in this important estate planning area. This live audio conference is designed for attorneys, estate planners, accountants, presidents, vice presidents, tax  more...

Utilizing Formulas in Microsoft Excel ...ze GoToWebinar , an internet active tool which allows the speaker to walk through examples in real time. This will be the best way to follow along with the program and a link will be provided for you prior to the program date. This live audio conference will be presented in version 2007, but covering all recent versions - 2003, 2002, 2000, 97, etc. This live audio conference is designed for  more...

Excel Power Tips and Shortcuts ...ze GoToWebinar , an internet active tool which allows the speaker to walk through examples in real time. This will be the best way to follow along with the program and a link will be provided for you prior to the program date. This audio conference will be presented in version 2007, but covering all recent versions - 2003, 2002, 2000, 97, etc. This live audio conference is designed for  more...

Commercial Lease Negotiations and Due Diligence ...speaker will take the key lease provisions and go back to the basics with respect to commercial leases. This live audio conference is ideal for beginners and experts alike, since each provision will start at the simplest level and go to the most sophisticated level. You will learn about the critical due diligence issues and developments that impact you, whether you work on large or small deals;  more...

Making Friends: Social Understanding for Students with Autism and Asperger's ...rum Disorder may encounter while in the classroom. As the speaker notes, 'Play is work for a child with ASD' and children with ASD typically do not become 'social butterflies.' Dr. Norall would like to give teachers the resources to help a child with Asperger's Syndrome or ASD build lasting relationships in their school environments. This program will introduce strategies that were found to  more...

Powers of Attorney: Estate Planning Opportunities and Pitfalls BenefitsPowers of attorney are often given insufficient attention by the practitioner and mistakes in their drafting and implementation can lead to disastrous consequences for the client and the draftsman. This live audio conference will present an in depth analysis of the effective use of powers of attorney in the client's estate plan and consider practical problems and solutions in their use.  more...

Understanding the Durbin Amendment's Impacts and Implications ...endees at this live audio conference will engage with the speaker on an overview of the various provisions of the Durbin Amendment and the Federal Reserve Board's final implementing regulations. Following this level-setting discussion, attendees will join the speaker on a deep dive into the immediate market impacts and longer-term implications of this new regulatory environment for the debit  more...

Understand and Interpret Financial Statements ... judge the financial performance of an organization. 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  more...

How to Use LinkedIn as the Best Sales Tool Ever Invented BenefitsLinkedIn is the world's best business networking platform with more than 70,000,000 users. Many salespeople are looking for ways to increase their prospecting and sales effectiveness by using social networking tools. In a more competitive and fast-paced sales environment, it's becoming harder to connect with quality prospects and sales opportunities. LinkedIn is a tremendous business  more...

CPM in Construction Management: Preventing and Measuring Delays ...ing and quantifying delays on a construction project. Our speaker will introduce the concept of the longest path, present a simple way to understand float ownership and tackle the conundrum of concurrent delay. Upon the completion of the audio conference, you'll be able to use the project schedule as a more effective management tool. Learning Objectives - You will be able to discuss the  more...

Funding Trusts in Estate Planning BenefitsIt is all too common for clients who go through the time and expense of creating a revocable trust to not properly fund the trust. Failing to fund a revocable trust will often defeat the very purpose for creating such a trust, i.e., avoiding probate and the public disclosure of assets. This audio conference will provide an overview of the mechanics of contributing property to revocable  more...

Legal Causation and Disability in Workers' Compensation BenefitsThis audio conference is designed for everyone who needs an understanding of the workers' compensation system, and what is required of employers and their insurers. We will provide an overview of the issues and what steps you can take to minimize your workers' compensation expenses. We will discuss what injuries are covered by workers' compensation and what benefits employees receive under  more...

Executory Contracts Under Bankruptcy BenefitsThis audio conference will give you a better understanding of executory contracts and unexpired leases, and what they are. It will examine the strategic issues whether you represent the debtor, the nondebtor party to the lease or contract, or other interested parties. The speaker will discuss what to do during the period between the bankruptcy filing and assumption or rejection, as well as  more...

A Paralegal's Guide for Drafting Pleadings ...ciency and the importance of keeping essential forms. The speaker will discuss brief and memorandum banks as well as provide an understanding of how to analyze a fact situation, identify the legal issues, research the issues and prepare the appropriate pleadings. Learn how to approach pleadings in an organized and efficient manner with an understanding of the importance and responsibility  more...

Medical Records 101: Responding to Requests for Patient Information ...tient information for litigation purposes. The conference speaker, who has extensive experience in civil litigation, including the representation of large medical institutions, will provide guidance in avoiding mistakes in disseminating patient information. You'll find out what you need to know about the extent of patient information disclosure, people and parties authorized to receive patient  more...

Internet Research for Paralegals ...ctronic searching with print research methods. Our expert speaker will compare editorial practices of legal web site managers to those of print publishers to illustrate how internet-based legal research fits into the larger research picture. You'll learn about research principles and methodology by examining specific web sites for your problem solving utility. This teleconference will provide  more...

Basics of Trust Administration ...ccounting and income tax reporting. The materials and the speaker will focus on general concepts and principles shared by the laws in most U.S. states with some examples of the considerable deviations that written trust instruments can make from state law. The materials will provide citations to the Uniform Trust Code and to the laws of two non-UTC states (New York and Indiana) to illustrate  more...

International Purchasing: Current Trends and Supply Chain Security ...rd-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 export coordinators,  more...

Internet and Email: Monitoring Employee Conduct BenefitsTechnology has made privacy issues a hot bed of legal, moral and ethical debate. The development of new technology in recent years has created the ability to access seemingly limitless information resources and has changed irrevocably the way business is conducted. Companies literally have the world at their fingertips. The ever increasing developments in technology will only add to the  more...

Fair Lending Compliance Developments and Trends ...modifications and home equity credit line reductions. The speaker will review recent regulatory guidance concerning adverse action notice requirements for mortgage modifications, and ability to repay mortgage loan underwriting requirements. In addition, you will learn about recent state and municipal litigation seeking damages and other redress from lenders initiating foreclosures, and recent  more...

Controlling Health Care Costs With Self-Funded Plan Options ...ealth 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 types of savings achieved though a well thought out  more...

Mortgage Cocktail: Lessons From the Credit Crisis and What May Be Next ...egulatory changes as a result of the crisis. Our renowned speaker will provide practical insight and predictions on the equity, bond, housing and commercial real estate markets. n nRather than poring over charts and graphs, you'll hear the unique insight and macroeconomic observations of an experienced professional who specializes in this topic. Don't miss this timely opportunity to gain  more...