Tips Telephone Seminars

Commercial Loan Documentation ... be used for a variety of collateral types. Get valuable tips on navigating complex commercial loan documents and understand the key components of a credit agreement, as well as current trends in documentation. This live audio conference will navigate through the types of collateral documents used in commercial loan transactions today - and you will know exactly what the collateral is and what  more...

Reclaiming Goods in Debt Collection ...tips for crafting effective reclamation demands under UCC Section 2-702 and learn how to avoid common missteps in the enforcement of UCC security interests. Attend this live audio conference and obtain important information on how Bankruptcy Code affects reclamation rights of creditors. This live audio conference is designed for credit and collection managers, attorneys, presidents, vice  more...

E-Verify Requirements and Best Practices BenefitsE-Verify is an online system that allows 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, many federal contractors are also required to use  more...

Tips and Techniques for Writing Effective Legal Briefs Benefits Effective writing is one of the most important tools in the legal trade. No matter the strength of your case or your knowledge of the facts and the law, your ability to communicate concisely and powerfully is crucial to your success. With a particular focus on writing legal briefs, this live audio conference will show you how to focus your writing to a specific audience; streamline and  more...

Essential Discovery Skills for Paralegals BenefitsNavigating the electronic discovery process is more critical than it ever has been before. Not only are data volumes skyrocketing, but judges are increasingly focused on evaluating parties' e-discovery efforts from preservation through to production. Indeed, the discovery stage of a matter often determines the outcome of the case, driving the parties toward settlement or trial. In light  more...

Getting Closer to Perfect: Tips to Help Paralegals Write Effective Emails and Memos BenefitsThis live audio conference will look at some key legal writing concepts applicable to a variety of documents that paralegals draft on a regular basis, including emails, memoranda and discovery. Good legal writing is a skill that can be learned, and comes through practice and multiple drafts. Attend this program and receive a basic review of grammar and other writing strategies, dispel some  more...

Accounts Receivable and Collection Management with QuickBooks by Lorman Education Services ... any business. It is important that you use the tools and tips available in QuickBooks to get your business's cash flowing quickly. This live audio conference will help you to learn how to optimize your cash flow by properly utilizing QuickBooks for the customer cycle, setting preferences, using reports and tools, and preparing customer and collection letters. After watching this audio  more...

Navigating Trade Sanctions Laws in International Business Transactions BenefitsInternational business continues to grow in complexity, especially considering that U.S. trade sanction regulations may materially impact contracts, supply agreements and the ability to effectively deliver products to a global market. Further, recent enforcement cases have not only signified higher penalties, but also that both U.S. and foreign companies are targeted. This live audio  more...

Excel Power Tips and Shortcuts ...tart using the full power of Excel , and learn cool Excel tips and tricks that will make you the 'go-to' person in your office! Master more than 100 tips to make you a Power User! This live audio conference gives you a ton of productivity pointers! Get an immediate return on your investment as you learn powerful and efficient ways to save you hours every week. This live audio conference will  more...

Guidance on Lobbying and Political Campaign Activities of 501(c)(3) Organizations Benefits501(c)(3) organizations are subject to very specific rules - and very harsh penalties - with respect to both lobbying and political activity. Lobbying is permitted, but only in specific circumstances. Political activity is never permitted. This live audio conference will explain, in plain-English, how to avoid the pitfalls and how to take advantage of the opportunities available to  more...

Legal Ethics and Loss Prevention Issues with Electronic Communications and Security BenefitsThe art of communication is a lawyer's greatest asset. Modern mobile and communication technology provides many means through which lawyers can communicate with clients, publicize legal services, work remotely, and share information. When selecting and using a technology for communicating with clients, storing client data, or performing work for clients, a lawyer should consider whether  more...

Form 990 And Unrelated Business Income ...will involve a detailed discussion of Form 990, including tips and traps. If you are involved with 990s, you know the effort it takes to complete the form accurately. With renewed emphasis on the filing due to congressional attention and IRS audit activity, this program will go through the respective parts of the form in detail, and provide tips on completing the form in an accurate,  more...

Medical Records Update for Paralegals: Releases, Retention and Confidentiality Requirements BenefitsMedical providers and health plans, vendors, and others who retain medical or health records are often subjected to complex and conflicting requirements to maintain the confidentiality and restrict the disclosure of the information. Complex and overlapping rules and regulations impose rigid requirements that must be met before information is released and require medical record repositories  more...

Making Friends: Social Understanding for Students with Autism and Asperger's ...rogram will also include excerpts and examples of helpful tips from the book Quirky, Yes - Hopeless, No. Some topics that will be covered include relationship repair, allies, and skill building in a natural context. We will also review the skills children need to interact with their peers and touch on how to make a child socially successful, as well as development of a social program in the  more...

IRS Guidelines for Good Governance for 501(c)(3) Organizations BenefitsGiven continued congressional scrutiny of whether tax-exemption is a worthy federal subsidy for any type of tax-exempt organization, proper governance and accountability to the local community are key factors that may distinguish the tax-exempt sector from the taxable sector. The Internal Revenue Service, the press and others have linked the need for good governance to the quest for  more...

Construction Payment Bond Fundamentals ...ers and terms of payment bonds. We will provide practical tips associated with either pursuing or responding to payment bond claims. A lack of understanding as to how payment bonds work and what they are intended (or not intended) to cover may lead to lost opportunity or financial losses. This program is critical for management and operations personnel who want to protect their companies  more...

Cold Calling Tips and Scripts BenefitsIn today's very difficult world of selling, there is only one thing to do to make more sales. SEE more people. Steve Schiffman has been teaching sales people the techniques of setting face-to-face appointments for the past 35 years. Perhaps there has been no more difficult time in selling now, when no one is buying. The economy has changed the rules, and sales people who never before had  more...

When Employee Bloggers Attack: Responding to Negative Employee Comments on the Web BenefitsAs social networking, via online tools such as MySpace , Facebook , and Twitter , have exploded in popularity over the last few years, many employers have had to deal with inappropriate conduct by their employees on the web, including an employee's direct criticism of the company. According to one survey, at least half of all employers have had to discipline employees for inappropriate  more...

Responding to an EEO Charge BenefitsThe most effective way to avoid an EEOC charge is to make sure you have appropriate anti-discrimination policies and procedures in place and that all employees understand those policies. Prevention and awareness are areas employers should focus on when dealing with employee discrimination issues. If the worst case scenario happens, this live audio conference will tell you how to protect  more...

Tips for Calculating a Regular Rate of Pay For Your Employees BenefitsWage and hour claims against employers have exploded in the last five years. One target is the rate of pay an employer pays to its nonexempt employees, and how that rate affects overtime payments. Most covered employers understand that they must pay overtime compensation at the rate of 'time and a half' to nonexempt employees. But time and a half of what? Under the FLSA and most state  more...

Workers' Compensation Issues for the Construction Industry ...and in the bidding process. We will also discuss specific tips to promote and distinguish your construction company to your insurance carrier to earn cost savings, as well as to put your company in the best light in the bidding process to owners and general contractors. In a challenging economy in which multiple entities are competing with one another, this program can both help to contain the  more...

Giving and Receiving Employment References: Successfully Negotiating the Maze BenefitsMany employers still do not put the necessary amount of thought into requests for references - whether they are on the requesting or responding end. Responding to such requests can be fraught with potential pitfalls and could expose an employer to legal liability from both ends (i.e., from the current/former employee and from the requesting entity). On the other hand, given these issues,  more...

Commercial Tenant Notifications: Priorities and Pitfalls BenefitsTenant notifications are a necessary aspect of all commercial leases and are being increasingly scrutinized by courts and legislative assemblies across the country. Indeed, a failure to correctly notify a tenant can jeopardize the landlord's right to collect amounts due and owing under the lease, prolong the right to evict a defaulting tenant and even expose an innocent landlord to civil  more...

Dynamic E-Discovery Tips for Paralegals BenefitsElectronic discovery is one of the most important and prominent issues confronting the legal industry today. E-Discovery is the buzzword in litigation and it certainly has earned this status, but its notoriety can at times belie the legal community's tender grasp of its many complexities and implications. Paralegals and legal assistants, the 'case managers' during discovery, are perhaps  more...

AIA Contracts: The Owner-General Contractor Agreement BenefitsFor more than a century, The American 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  more...

Utilizing Graphs and Charts in Microsoft Excel ...ch chart types work best for different data, and give you tips on when and how to add gridlines, change background colors, adjust scaling, insert titles, re-configure 3-D charts, insert clip art images and add trend lines. You can add both functionality and eye-appeal to your charts with simple formatting techniques. You will learn the best and fastest ways to prepare data for charts, and  more...

Behavioral Based Interviewing: The Next Evolution ...ied speaking professional Mel Kleiman delivers the tools, tips and techniques you need to tell the difference between great applicants and great employees. Attend this audio conference and take yourseslf to the next level, and ensure that what you see is what you get. No matter what your level of expertise, you won't want to miss this new and effective approach to interviewing. This audio  more...

The Secrets of Successful Customer Onboarding BenefitsMany companies do not provide an orientation to new customers. This results in customer confusion, lack of customer activation, and eventually leads to customer attrition and negative word of mouth, which can damage a company's value proposition. This audio conference will help you understand the secrets of successful onboarding, and how to work with marketing and customer operations to  more...

Creating a Payroll Manual: Putting Your Procedures Into Writing ...s that can be used so you are not reinventing the wheel - tips to save you time and energy when documenting your procedures. At the end of this audio conference, you should be able to start creating payroll procedures or updating the procedures you already have. This audio conference is designed for human resource managers, payroll professionals, benefits professionals, controllers, CFOs,  more...

Medical Privacy Rights of Minors ...es. The audio conference will also offer you some advice, tips and sample forms for medical providers to manage the expectations of parents and minors and train staff to recognize potential conflicts and issues. Learning Objectives - You will be able to define the rights of minors under HIPAA. - You will be able to explain right to disclose vs. obligation to disclose. - You will be able to  more...

S Corporations: How to Avoid Common and Often Overlooked Pitfalls (Simple to Complex) BenefitsAs many practitioners will attest to, there are many pitfalls when S corporations are involved. This teleconference will identify the most common pitfalls, such as not properly maintaining earning accounts, ineligible shareholders, the one class of stock principle, invalid or missing S corporation elections and built-in gain. You will not only learn how to identify these pitfalls, but you  more...

New Features and Functions in Updating to Excel 2007 ... need this teleconference! We will give you indispensable tips for navigating through the new ribbon/office button/quick access toolbar menu system. You will learn how to customize the quick access toolbar for maximum usage, get vital tips on how to best create charts and apply exiting new color schemes in a flash, use expanded filtering tools, sort on multiple columns and by color, eliminate  more...

10 Employee Handbook Mistakes You Can't Afford to Make BenefitsWith major developments occurring in labor and employment law over the past year, now is the perfect time to review your employee handbook to ensure it is in compliance with the latest changes and includes best practices. To avoid errors in this process, you will learn the top mistakes employers make and the keys to making the employee manual a valuable tool. The new governing legal  more...

Contractor's Dilemma of Dealing With Bad Plans and Specs ...sions? This teleconference will provide you with valuable tips for addressing your obligations, rights and remedies when confronted with poorly drafted, ambiguous or conflicting plans and specifications on both public and private construction projects. Knowing what options are available and what you can or should do to mitigate damages, address the problem and pursue or protect the parties'  more...

Using Social Media to Grow Your Accounting Firm ...ocial media or a seasoned netizen, you will get practical tips you can use to enhance your firm's online presence. FACEBOOK is a registered trademark of Facebook, Inc. and this event is not sponsored by or affiliated with Facebook. MYSPACE is a registered trademark of MySpace, Inc. and this event is not sponsored by or affiliated with MySpace. LINKEDIN is a registered trademark of LinkedIn,  more...

Social Networking in the Workplace: Policies, Monitoring and Discipline Issues ...with. This teleconference will also provide best practice tips for any employer looking to develop a social networking policy. MYSPACE is a registered trademark of MySpace, Inc. and this event is not sponsored by or affiliated with MySpace. FACEBOOK is a registered trademark of Facebook, Inc. and this event is not sponsored by or affiliated with Facebook. TWITTER is a registered trademark of  more...

EPA's Rules on Compensatory Mitigation for Impact on Wetlands, Streams and Other Waters ...portant changes from the old rules and give you practical tips on complying with the new approach to compensatory mitigation - a must for developers, consultants and attorneys in the field. Learning Objectives - You will be able to explain the purpose of compensatory mitigation. - You will be able to describe the new compensatory mitigation rule. - You will be able to discuss practical impacts  more...

Introduction to California Subdivision Law ...elopment law. Experienced practitioners provide practical tips on avoiding common pitfalls in the subdivision process. Learn how the subdivision process works with other land use and permitting processes. Discover the differences between tentative maps, parcel maps, final maps and certificates of compliance. Make sure you are up to date on the latest rules governing exactions, vesting, CEQA  more...

Selecting Vendors: An Introduction to RFPs BenefitsThis teleconference is an introductory course for those who are just beginning to consider or use RFPs in their procurement process. It will provide you with a basic understanding of how requests for information and requests for proposals can be used to increase corporate procurement efficiencies and deeper vendor relationships. It will provide insights on best practices in Fortune 500  more...

Screening Commercial Tenants: Priorities and Pitfalls ...diligence during the tenant screening process and provide tips to avoid common leasing pitfalls. Inasmuch as selecting a viable tenant and conducting the right due diligence before executing a commercial lease can result in decreasing default and vacancy rates, this teleconference provides critical information for any party seeking to maximize the value of their commercial property. Attorneys,  more...

Forbearance Agreement Fundamentals BenefitsWith so many commercial loans in default (and many predicted to become defaulted in the coming months), borrowers and lenders are struggling to find negotiated solutions to defaulted and distressed loans. A negotiated solution may prevent an enforcement action with attendant costs, delays and uncertainties, and may help maximize the value of the collateral for all stakeholders. Forbearance  more...

Top Sales and Use, Credits and Incentives Tips to Improve Your Bottom Line BenefitsIn the current economic climate, additional free cash flow is a priority for all companies to sustain corporate activities and fund working capital, capital improvements, acquisitions, research and development, etc. This teleconference will focus on unprecedented tax credits and economic incentives currently offered by state and local jurisdictions to stimulate business investment and the  more...

Advanced Microsoft Excel Formulas and Functions ...l and efficient. Also included are some of those valuable tips that you may have picked up in the previous teleconference, 'Mastering Excel Formulas and Functions,' such as quick formula copying methods, creative use of the Ctrl to create formulas/Function in multiple locations simultaneously and a host of others. Specific functions that will be covered include MATCH, INDEX, CONVERT, TRANSPOSE,  more...

Qualified Retirement Plans Eligibility and Vesting Tips and Traps for the Unwary BenefitsThis teleconference will familiarize you with the general rules of eligibility and vesting. It will also assist you with specifically interpreting the provisions of your own plans and introduce you to a variety of options in order to make sure you know what you have and have what you want. In addition, although many provisions appear to be straightforward, the practical application of  more...

AIA Document A401 ...rm may be improved. The teleconference provides practical tips and provides suggestions for revisions to the standard AIA document. After the seminar you should be able to use the standard documents strategically to mitigate risks and costly disputes. Learning Objectives: - You will be able to review the A401 Subcontractor Agreement. - You will be able to explain strengths and weaknesses of  more...

Collection Issues for Condominium and Homeowners' Association: Legal Tips, Concepts and Current Trends in Assessment Collection BenefitsThis teleconference will address relevant legal issues and practical considerations related to the collection of assessments for condominium and homeowner associations. Given current economic trends, the suppressed housing market and rising rates of foreclosures and bankruptcies, homeowners' associations are now inundated with delinquencies and legal issues in degrees not previously  more...

Design Tips for Retention and Detention Ponds ...tips for both dry and wet stormwater management ponds. You will understand the relationship between variables in hydrologic and hydraulic runoff models and their impact on pond design. You will learn about the impact of USEPA Phase II stormwater regulation. Learning Objectives - You will be able to identify maintenance issues. - You will be able to explain weir and central devices. - You will  more...

Design Tips for Rain Gardens: Storm Water and Runoff Control ...ir footprint should be, the best vegetation, construction tips and maintaining the gardens 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  more...

Microsoft Outlook 2007 Tips and Tricks BenefitsOutlook is a powerful, feature-filled personal information manager but many users are overwhelmed by the features and options available and never take full advantage of the potential it offers for managing email, calendar and contacts. They don't discover the time-saving shortcuts Outlook provides or utilize the many options included in Outlook. This teleconference offers a quick course in  more...

Employee Expense Reimbursement Best Practices BenefitsMany employers spend significant sums on employee expense reimbursement and need to prepare and enforce robust policies to adequately support and monitor reimbursable expenses. In today's economy, establishment of best practices and ensuring compliance is crucial to minimize the cost and legal risk of inappropriate practices. This teleconference will explore the legal landscape governing  more...

Fundamentals of Writing RFPs ...ar, 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 your organization's need in a format that makes it easy to objectively evaluate the proposed solutions. If you want good proposals from responding vendors, you need to write good RFPs. Learn how by attending this  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...

Current Issues in Attributional and Agency Nexus ...exus statute in New York and other states. Gain practical tips for planning through safe harbors and de minimis activities. This teleconference is a must for any business that has relationships with independent contractors, in-state businesses - either affiliated or unaffiliated - or other third-parties outside its home state. Accountants, CPAs, controllers, attorneys, CFOs, tax managers,  more...

Legal Construction Issues in Connection With Office Condominiums ... to deal with any challenges that come you way, including tips on how to get a corporate loan for an office condominium. Don't wait - register today to make sure you stay on the cutting edge of your field. Learning Objectives - You will be able to create a budget and assessment process. - You will be able to explain how to get a corporate loan for a condominium. - You will be able to recognize  more...

Setting the Stage for Rehiring: Logistic and Liability Issues BenefitsWith the ongoing economic crisis, employers across the country have undertaken unprecedented workforce reductions. However, eventually the economic pendulum will swing the other way and employers will be faced with the task of re-staffing their depleted workforce. Smart employers plan and prepare for that day so they can quickly identify and rehire the key talent necessary to meet their  more...

Tip Credit and Tip Pooling: FLSA Considerations and Limitations ...mployees in the service sector are compensated in part by tips rather than wages. This is particularly the case for restaurants and tourist service occupations. Employers are allowed in certain circumstances to claim a tip credit toward satisfying state and federal minimum wage laws. This means that the tips are credited against and thus satisfy a portion of the obligation to pay certain  more...

15- Minute Expert Adult Patient Assessments: Practical Strategies, Tips, and Updates for Health Care Professionals ...e Expert Adult Patient Assessments: Practical Strategies, Tips and Updates for Health Care Professionals,' will help you identify practical strategies for completing an exam that efficiently evaluates your patient from head to toe, identifies areas of concern and those that need immediate intervention, and will give you helpful tips for common special patient needs. Whether you are a new or  more...

Revised Federal Form 1065 BenefitsMore and more businesses are choosing to operate in the form of limited liability companies and being taxed under the partnerships rules as a pass through entity. The preparation of a partnership income tax return is becoming increasingly more challenging as the IRS increases the level of transparency and reporting. The purpose of this teleconference is to highlight important areas for  more...

Taking and Defending Effective Depositions BenefitsIn the legal world where the use of mediation and arbitration has increased dramatically in recent years, the deposition of opposing parties and key witnesses often takes the place of the trial. Cases are evaluated and often settled based on information obtained at depositions. You will learn the fundamental concepts involved in taking and defending depositions. Included in this  more...

Alternative Dispute Resolution for Paralegals BenefitsLawyers and paraprofessionals may misunderstand the nature of alternative dispute resolution, including its advantage and disadvantages. The myths that arbitration is 'just like a trial' or 'just like mediation' also can produce confusion. This teleconference helps provide an essential understanding of ADR, focusing on paraprofessionals and others who may never have encountered the unique  more...

Purchasing Contract Administration ...t will provide best practices from Fortune 500 companies, tips on how to approach difficult purchasing transactions and insights into the practical problems of taking a deal from start to finish. This teleconference tells it how it is, as well as how it should be, for new procurement professionals and contract administrators. This teleconference will provide you with an understanding of current  more...

Uncovering Workers' Compensation Fraud BenefitsNationwide, fraud costs the insurance industry billions of dollars each year. It's sometimes called the hidden tax because each of us absorbs these monies in the cost of goods and services each year. Workers' compensation fraud impacts legitimate business owners. Workers' compensation premiums are based on numerous factors, and as a result, filing fraudulent claims drives up premiums for  more...

Storm Water Best Management Practice (BMP) Inspection and Maintenance ...BMPs for linear projects. - You will be able to integrate tips on how to select and design BMPs with maintenance in mind. - You will be able to list technologies to help manage multiple storm water or BMPs at multiple facilities. Engineers, public works and utilities directors, government officials, planners, construction and project managers, presidents, vice presidents, business owners and  more...

Understanding the New Penalties for Tax Preparers nSignificant changes have been made to the preparer penalty of IRC §6694 since 2007. The standard of care needed to avoid the penalty has been raised, the penalty is greater and the reach of the penalty is broader. In addition, there are various other penalties and rules of conduct you must be aware of and new guidance has been issued in several of these areas in the past year. It is imperative  more...

Preventing Workers' Compensation Abuse nNationwide, workers' compensation abuse costs the insurance industry billions of dollars each year. It is sometimes called "The Hidden Tax" because each of us absorbs these monies in the costs of goods and services each year. This teleconference will give you a better understanding of workers' compensation abuse, keys to a successful investigation and how to avoid claim pitfalls. This  more...

Supplemental Wage Payments: Common Withholding Guidelines ...ance with IRS regulatory changes and will offer practical tips to help ease administrative burdens. The program will educate you with respect to the issues involved in determining when wage payments should be classified as supplemental wages or regular wages, and the applicable withholding rules that apply to the payments. We will discuss the most common types of supplemental wages, such as  more...

Form I-9: Updates and Compliance Strategies for Employers nThe Department of Homeland Security recently issued new employment verification rules and Form I-9. Join us as we examine these changes. A wide range of Form I-9 issues and compliance tips will be addressed, including E-Verify program considerations.  more...

Paycheck Calculation Basics ... or for those who need a refresher course. You will learn tips on how and why to determine if the worker is exempt or nonexempt. We will cover the calculation of and the maximum deductions for Social Security and Medicare taxes in 2009. n nThere are multiple methods of calculating federal withholding, which one should you use? How does an employee's W-4 affect their paycheck? Also, when  more...

Construction Project Closeout: Is Your Customer Satisfied? ...g with claims and complaints. n nOur expert will give you tips on establishing a bulletproof closeout checklist, handling move coordination and dealing with owner training - all the skills you'll want to have come closeout time. n nLearning Objectives n- You will be able to discuss scheduling and setting the ground rules. n- You will be able to explain the commissioning program. n- You will be  more...