Summary Telephone Seminars

Understanding Your Summary Plan Descriptions ...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 important information regarding the plan, such as information on how the plan  more...

Best Practices to Modify Electronic Health Records While Maintaining Record Integrity ... leave your practice open to violations of HIPAA, adverse summary judgments in the case of lawsuits and electronic discovery, and other violations of practice and records management regulations. This program is critical for medical offices to ensure the Electronic Health Record is used properly and will accurately reflect the facts of the encounters recorded and the history of the  more...

Refining Your Business Writing Skills ...th those individuals. That well-written letter, executive summary or email can establish and maintain long-lasting relationships. Conversely, deliver that message poorly, and you can dilute the intent, alienate the audience and weaken perceptions. This audio conference identifies business writing approaches that cut through today's information din to capture your reader - and keep that reader  more...

Illinois Accessibility Codes ...o clearly highlight how compliance should be met. A brief summary of differences between the IAC and other codes will be discussed, identifying the areas where the IAC is more restrictive. Learning Objectives - You will be able to discuss why a state accessibility code was developed. - You will be able to review when the code became effective. - You will be able to identify IAC Code  more...

Discover the Secrets of Microsoft(R) Excel Pivot Tables ...able feature gives you a quick and powerful way to create summary cross-totals combined with an enormous flexibility to restructure your results with simple dragging of fields. Whether you need the ability to create a quick look at the data for that important meeting or need more detailed analysis for a printed report, a pivot table will meet your needs. This feature also lets you create a  more...

Design Tips for Rain Gardens: Storm Water and Runoff Control ...dens will be reviewed during this teleconference. A brief summary of how well these infiltrating vegetative filters work will also be reviewed. Learning Objectives - You will be able to locate rain gardens on properties. - You will be able to design size and vegetation for your garden. - You will be able to manage your garden. - You will be able to explain how rain garden systems work.  more...

Navigating through the Maze of Unclaimed Property Compliance - Unique Rules and Regulations for Financial Institutions ...hieve internal best practices and compliance as well as a summary of the latest state regulatory requirements, various cases, enforcement efforts, voluntary disclosures and state legislative updates. Whether you have been responsible for filing these reports for years or are fairly new to this area, this teleconference is a must-attend for you and other chief risk and compliance officers within  more...

Sarbanes Oxley 404 Requirements Update ...s recently published interpretive guidance and provides a summary of AS5 and your external auditor's new focus to comply with this standard. This teleconference also compares AS5 to AS2 and demonstrates the alignment to the SEC's guidance. This teleconference is critical for understanding your compliance responsibilities while providing you the necessary information for a working understanding  more...

Uses and Abuses of In Limine Motions ...ntended to supplant dispositive motions such as those for summary judgment or judgment on the pleadings. However, it has increasingly become common practice for litigants to use motions in limine as dispositive motions. This teleconference will help you understand how motions in limine work and what strategic consequences are involved in seeking or responding to such motions. The program also  more...

Current Issues in Development Impact Fees ...and use and real estate development practice, and provide summary analysis of those issues, including important recent judicial decisions in state and federal courts addressing development fees and exactions. Learning Objectives - You will be able to discuss the relationship between development fees, exactions of land, regulatory set-asides, and in-kind taxes. - You will be able to review the  more...

Statement on Auditing Standards No. 104 - No. 111 Risk Assessment Standards ... provide experienced and inexperienced auditors a concise summary of the risk assessment standards. In addition, this will provide auditors recommendations on how to become more efficient and effective in their application of these standards leading to less time required to implement the standards and a greater realization on audits. Since the majority of auditors may be working with smaller  more...

How To Prevent Construction Projects From Going Bad ...n process and how to meet them head on. It will provide a summary level discussion of the aspects of construction that can often lead to a bad project and of the fundamentals necessary to implement a successful project. n nTopic areas 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  more...

Workers' Compensation Settlements nSometimes a workers' compensation case is litigated until conclusion, but many times the parties prefer settlement. This comprehensive teleconference will provide a summary of the do's and don'ts of settlements, what to consider, what to avoid, and how to most effectively ensure that you have considered every issue and have minimized your loss prior to signing on the dotted line.  more...

A Tax Primer on Real Estate Investment Trusts nMore than $375 billion are invested in approximately 180 publicly traded real estate investment trusts (or REITs). In addition, billions more are invested in privately held REITs. This teleconference will provide an introductory summary of the tax requirements REITs face in their formation and ongoing operations. You will develop a basic understanding of REITs through this program. The  more...