Tool Telephone Seminars

Intentionally Defective Grantor Trusts ...tive grantor trusts - an often overlooked estate planning tool. Emphasis will be placed on the practical how-to-do-it instruction 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  more...

How to Use Facebook as an Effective Sales Tool BenefitsCold calling is becoming less and less effective. It has become harder than ever to reach potential customers using traditional means of communication. Phone calls are guarded by caller ID, voice mail and gatekeepers that are reluctant to allow sales related calls through to buyers and emails quickly find their way to a trash folder. With over 800 million active users Facebook is quickly  more...

How to Use Facebook as an Effective Sales Tool BenefitsCold calling is becoming less and less effective. It has become harder than ever to reach potential customers using traditional means of communication. Phone calls are guarded by caller ID, voice mail and gatekeepers that are reluctant to allow sales related calls through to buyers and emails quickly find their way to a trash folder. With over 800 million active users Facebook is quickly  more...

Daubert Motions: Challenging Expert Opinions ...and its progeny. Used properly, Daubert can be a powerful tool for excluding expert evidence. This live audio conference will give you the ammunition you need to challenge opposing expert testimony. You will learn the basic concepts of the law governing admissibility of expert testimony, and get practical and concrete advice on how to bring and defend expert witness challenges under Daubert.  more...

Collaborative Delivery Method Fundamentals ...focus on those that are considered to be collaborative. A tool to help organizations understand which options are used by their own organization will be introduced. Building on this foundation of understanding of the available options, a closer look will be offered of the more integrated and collaborative approaches. Are some more collaborative? Are some more or less risky? The program will  more...

Ethical Considerations in Utilizing Social Media ...eferred means of communication and an important marketing tool for lawyers and firms. But ethical traps abound for lawyers who use these tools to communicate with clients, potential clients, and even friends and family. State bar discipline, compromised cases and malpractice exposure, even job loss, has resulted from ill-advised use of social media by lawyers. Worse, courts, state bar  more...

Utilizing Formulas in Microsoft Excel ...his live audio conference will give you a ton of valuable tools to make you a master at creating formulas, auditing worksheet formulas, mastering the way to understanding many of those 300+ functions, and some real insight and depth into highlighted functions, such as IF, VLOOKUP, COUNTIF (and its related functions), ROUND (and its companions), powerful array formulas and the potent (but  more...

Successful PTO Programs ...one right, PTO can be a powerful recruiting and retention tool. Done wrong, PTO can negatively impact morale and productivity and be a trap for the unwary employer. This live audio conference helps those persons responsible for designing and implementing employee leave programs assess whether to adopt a PTO program in lieu of traditional leave programs. The audio conference explains how to  more...

Excel Power Tips and Shortcuts ... conference will utilize 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  more...

Historic Rehabilitation Tax Credits: Using Tax Incentives to Develop and Invest in Historic Properties ...ilitation Tax Credit (HTC) has grown into a key financing tool for economic development, historic preservation, and neighborhood revitalization. Combined in many areas with available state historic rehabilitation tax credits, HTCs have been used to rehabilitate historic city centers, theatres, warehouses and other historic buildings across the country. This live audio conference will start  more...

Advanced Applicant Tracking Strategies For Government Contractors: Effective Tools To Avoid Claims of Discrimination ...fective strategies for the disposition of applicants as a tool for defending against claims of discrimination. We will also discuss recordkeeping steps critical to support effective applicant tracking. This program is critical for employers subject to OFCCP's jurisdiction and attendant applicant tracking rules so they can avoid costly and reputation damaging discrimination findings. This live  more...

Tax Consequences of Gifts, Prizes, Fringe Benefits, Business Expenses, and Other Payments To Employees BenefitsPaying employees is not just about wages. Today there are a myriad number of taxable and nontaxable benefits, such as gift cards, moving expenses, educational expenses, meals and travel expenses, that employers provide as part of employee's total compensation. Particularly in difficult economic times, employers are looking to provide such benefits to employees with the least cost, both to  more...

Ready Access CBT Training: Methods for Training Your Clients in the Use of CBT While Strengthening and Broadening Your Own CBT S ...at CBT is one of, if not the most effective psychological tool for therapists. Understanding the concepts as a professional is a given. Explaining it to a client in a useful, meaningful, remember-able way can be a challenge. Unless your client understands the concepts, can apply them and has access to them under stress, therapy becomes an ongoing repetitive process that falls short of its full  more...

Understand and Interpret Financial Statements ...n 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 four basic financial statements, offer concepts of analyzing financial statements, and introduce ratio analysis as an additional tool to measure financial performance. This live audio conference is designed for  more...

How to Use LinkedIn as the Best Sales Tool Ever Invented ...ecting 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 development, sales management and revenue generation tool. This exciting live audio conference will teach you why LinkedIn should be a strategic component of  more...

De-Mystifying The Excel(R) Real Estate Pro-Forma ...eds of millions worldwide, Microsoft Excel is the primary tool of choice for spreadsheet-based analysis. This is the case in real estate development and investment, yet many practitioners are still not very familiar with how projection models are built or work. This audio conference breaks down the real estate pro-forma into its essential components, analyzes the pieces individually in  more...

CPM in Construction Management: Preventing and Measuring Delays ...erence will discuss how to use today's project management tools effectively to identify project delays before they are insurmountable. You will learn how to use the schedules persuasively and reliably to measure and quantify project delays. The discussion will also provide the technical and legal foundation for the techniques presented. You will be brought up-to-date on the very latest  more...

Microsoft Project Best Practices: What's New on the Desktop ...lved into the industry leading desktop project management tool. With each new release, Microsoft Project provides new and enhanced features designed to assist with managing construction projects and in a manner that allows more time for managing projects and less time working Microsoft Project. Over the past few years, the Microsoft Project product team has been hard at work. Why? Prior to and  more...

Web Research Beyond Standard Search Engines ...egal resources. Free legal Internet resources should be a tool all attorneys use quickly and effectively. This teleconference will provide you with the knowledge and skills necessary to use the Internet more effectively and efficiently. Although the volume of information available on the Internet can be overwhelming, increasingly it is becoming more valuable as a resource for beginning legal  more...

Land Development Right Transfer Issues and Complexities ...tributing to off-site preservation. As a market driven tool that requires coordination of various stakeholders, TDR can seem intimidating. This teleconference will give you the fundamentals of TDR, including a solid understanding of TDR components and an appreciation for the various ways TDR has been used. You will also become familiar with legal considerations surrounding TDR and the 10  more...

Are Email Negotiation Blunders Costing You Money? How to Negotiate and Influence With Email ...Internet? The answer? It depends. Are you using the right tool at the right time? Do you negotiate and persuade for a living (and everyone does) or realize how much your success, business and income depend on your ability to persuade, motivate and influence others? Think about it - when was the last time you didn't get what you wanted and should have gotten it? What happened? Did it frustrate  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...

Strategies to Utilize Web 2.0 ...e for creating an open line of communication and as a new tool to enhance productivity and people management strategies. Whether you're new to social media or just trying to figure out how to apply it to human resources, this teleconference will provide you with the foundation you need to begin using Web 2.0 to achieve your business objectives. This teleconference is designed for human  more...

How to Save Millions in Claims Through Ergonomics and Injury Prevention ... you should request an ergonomic analysis as an essential tool in managing medical-only and indemnity workers' compensation claims, what to expect from an ergonomic work site analysis, who should deliver the service and your responsibility in implementing the recommended strategies. This teleconference is designed for Human resource managers, benefits professionals, personnel managers, safety  more...

Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science BenefitsThis teleconference will bring together a panel with differing perspectives on the use and creation of investment policy statements, including outside legal counsel to address perceived problems arising from nonconforming activities; inside legal counsel to discuss techniques for ensuring that the instrument clearly and fully reflects the investor's expectations and the firm's  more...

Current Issues in Qualified Immunity for Law Enforcement Officials BenefitsPlaintiffs see suits against individual officers as a way to recover monetary damages because Monell claims against municipalities are often too difficult or expensive to litigate effectively. From strip searches to excessive force claims, qualified immunity is a powerful defensive tool. This teleconference will help you identify current trends in qualified immunity doctrine in some of the  more...

Conducting Background Checks ...ve employees. While background checks can be an effective tool for weeding out questionable employees, legal limitations on how such checks can be performed (and how the resulting data discovered can be used) must be understood or otherwise an employer will find themselves defending against their own illegal actions. This teleconference will discuss generally the kinds of background checks that  more...

Return on Investment for Wellness Programs ...y strategic health plan. These plans can offer a valuable tool for employers to promote a fit and health-conscious work force that will save employers money by keeping health insurance premiums down, reducing workers' compensation costs, and by increasing productivity and decreasing lost time. Implementing a plan takes time, attention and deserves a well thought-out strategy to ensure it is  more...

The Phone Bias: Learn to Use the Phone for Successful Prospecting and Client Contact ...ays we had to. Now we have choices. And now we have a few tools to help buyers buy. What we didn't realize was that buyers make decisions based on their own internal (and group) criteria, not necessarily on our solution or their needs. We can help them make better buying decisions and use the telephone as an important tool. This teleconference will show you how to find the right prospects, get  more...

Utilizing Spendthrift Trusts in Estate Plans ...tool in protecting assets for the beneficiary. This teleconference will introduce you to the use and purpose of spendthrift trusts. Additionally, this program will provide specific guidance of drafting an effective spendthrift trust and highlight drafting pitfalls. Attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax  more...

Developing, Managing and Analyzing a Budget: Understand and Implement an Effective Budget for Better Management and Financial De BenefitsThis teleconference will show how proper planning and budgeting are the keys to success, and operating without a plan or budget is an invitation to fail. This concept holds for businesses - no matter how large or small - nonprofits and governments. Budgeting is a dynamic process, not a static one. By knowing the types of budgets and processes that have worked for others, one can create an  more...

Enterprise Resource Planning - Getting the Payback From Your ERP System BenefitsYou will get an overview of the planning hierarchy in world class businesses and how the planning process utilizes the ERP system. You will better understand the need for robust metrics and an accountability infrastructure, and will become more aware of the power the ERP discipline has in getting the most return for the effort invested. It will become apparent that there is a lot of  more...

Preliminary Project Description Fundamentals ...mat numbering, designers and specifiers find PPDs a great tool to document the project during the schematic design phase of a project, especially for improving communication with cost estimators who already use UniFormat to model costs on nearly every project. This teleconference will highlight the major updates from earlier PPD versions, show you how to develop a master PPD for your own firm,  more...

Structured Settlements - The Changing Landscape BenefitsWhether plaintiff or defense, this teleconference will provide you with a better understanding of structured settlements and their practical application to claims resolution. Since the early 1980's, structured settlements have been a major part of negotiating and settling cases involving physical injury or sickness. With the changing financial landscape, structured settlements have been  more...

Creating a Powerful Capability Statement: Required Tool for Government Contracting Success BenefitsMany business people still use folders, flyers, brochures and line cards when trying to sell to government agencies and have found that all of these standard documents are ineffective because government agencies are now requiring a specific document called a Capability Statement. Some creative business people have used PowerPoint, CDs, mini-CDs, flash drives and DVDs to tell their story  more...

Total Compensation Statements as a Tool to Communicate Total Value ...nts for your organization can be a valuable communication tool. Generally, total compensation ranges from 30 to 50 percent above base compensation for an organization and most employees are unaware of the benefit. This teleconference will help you understand the value of creating total compensation statements as well as the process for information gathering, data management, and printing and  more...

Value Engineering Change Proposals in Government Contracting ... However, few contractors take advantage of a contractual tool, the Value Engineering ('VE') contract clause, which was established specifically to provide increased profits from cost reduction suggestions. Using a Value Engineering Change Proposal ('VECP'), a contractor may suggest a contract change that, if accepted and implemented, provides cost savings to the Government and a substantial  more...

Using Failure Mode and Effects Analysis to Reduce Defects, Improve Quality and Make More Money ...ure modes and effects analysis is an increasingly popular tool that must be mastered by Lean Six Sigma professionals and can be used in every type of organization to reduce defects, improve quality and make more money! n nThis easy tool asks these simple questions: n- What can go wrong? n- Where can it go wrong? n- How bad will it be? n- Can we see it coming? n- Should we try to prevent  more...

Getting to the Root of Root Cause Analysis nFailures are a fact of life. In every industry and occupation we are faced with failures. Failures of products, processes, systems and services abound. n nSome of us are tasked with fixing the processes that lead to failures. The customer wants "faster, better, cheaper" but we are delivering "slower, worse and costly." Failure can mean not meeting a customer requirement. It can relate to form,  more...

Real Estate Market Studies: Critical Decision Tool or Superfluous Information? nMost significant real estate projects are required to pass the market study hurdle during due diligence. What factors impact the applicability, reliability and timeliness of these market studies? This teleconference will help real estate professionals identify the best providers of market studies, formulate a scope of work to suit the needs of the assignment, assist the consultant without  more...

Designing Effective Interest Rate Risk Management in Turbulent Times ...d 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 teleconference, we will explore the  more...

Using Medical Certifications to Minimize Employer Liability: FMLA, ADA and Workers' Comp ...use of medical certifications has proven to be a valuable tool to protect employers from liability under the ADA, the Family and Medical Leave Act of 1994, and state workers' compensation statutes. But the legal landscape for managing employee health issues has had many changes in recent months. Amendments to the ADA took effect January 1, 2009. The Genetic Information Nondiscrimination Act  more...

Writing the Critical Teacher Evaluation ...d 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 colleagues who are successful practitioners. Register for this teleconference and you'll leave with an increased  more...

Understanding the Rules of Legal Citations ... citations can also be used as a persuasive communicative tool to direct a reader's attention to the salient portions of cited authorities and influence how the reader interprets the authority. The Bluebook, A Uniform System of Citation, published by the Harvard Law Review Association, provides the most widely used, though not exclusive, citation format used in the United States. This  more...