Tools Telephone Seminars - Training Resources

A Paralegal's Guide for Drafting Pleadings ...rtant to the litigation process. You will learn the basic tools for locating documents, developing computer competencies for maximum efficiency 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  more...

Claims Management Techniques in Workers' Compensation Cases BenefitsThe aftermath of a workplace accident produces difficult and costly ramifications for management personnel in all business and industries. Many parties are involved in every aspect of a claim, including your insurance carrier or servicing agent and counsel, but each of them has to be dealt with in a very different manner. You will learn how to successfully investigate an accident and use  more...

Discover the Secrets of Microsoft(R) Excel Pivot Tables ...el user who maintains database-like data invariably needs tools to manage and analyze the data beyond mere sorting and filtering. Excel 's pivot table 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  more...

Health Care Facility Design and Development ...the effectiveness of integrated project delivery, and the tools and approaches that can be used for collaborative project success. Learning Objectives - You will be able to discuss conceptions and misconceptions of each delivery model. - You will be able to review case studies. - You will be able to define tools for collaboration on project delivery. - You will be able to identify market data  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'll 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 scheduling  more...

How to Successfully Identify, Propose, Win and Manage Government Contracts ...the federal government. They also do not know of the many tools and resources at their disposal. This teleconference provides those responsible for or trying to penetrate the federal government market space with valuable insight into the intricacies of the federal government acquisition lifecycle. It also helps you understand necessary information regarding the regulations and guidelines  more...

How to Sell to the U.S. Government ...specific services and products. We'll cover the mandatory tools needed as door-openers, how to sell to the military and civilian agencies, and how the government actually buys - credit card purchases, bids, contracts and grants. Failing to understand the key differences between corporate and federal sales is the most common error business people make in this market. This mistake has cost  more...

Avoiding the Pitfalls of GMP Contracting ... the things to do and not do during each of these phases; tools for monitoring the risks that are unique to GMP contracts; what a change is under a GMP contract and how it is different than changes under other contracts; and how you need to change your standard subcontracts when you are working on a GMP project - are subcontractors really bound to the prime as the prime is bound to the owner?  more...

Noncompetition Agreements for the HR Professional: Protecting the Company's Business Resources? BenefitsNow more than ever, employers are seeing former employees trying to jump start their career moves - voluntarily or involuntarily - by cashing in on the employer's investment in relationships and information. Quite simply, the most effective way to protect your company's resources against the actions of departing employees is the noncompete agreement. But effectively using noncompetes  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...

Public/Private Partnerships and Major Infrastructure Construction ...erstanding how the P3 model works and to provide you with tools for evaluating the viability of a proposed P3. Learning Objectives - You will be able to name required and recommended documentation. - You will be able to discuss structures for public/private partnerships. - You will be able to recognize why public/private partnerships succeed or fail. - You will be able to explain legal  more...

Utilizing Graphs and Charts in Microsoft Excel ...cture at a glance and Excel gives you a ton of formatting tools to add flair and pizzazz that enliven presentations and reports. This teleconference will show you quick ways to create charts; explore which 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  more...

Skip Tracing: Three Types of Skips ... a renowned skip-tracing expert. Discover the no-nonsense tools you need to perform database searches, get valuable information and read a credit application. Become an expert in different kinds of skips - and explore the tools the pros use in skip-tracing and locating assets. Register today for this cutting-edge teleconference and find who you need to find. Collections managers, credit  more...

Basics of Reverse Osmosis for Brackish Groundwater Treatment ...before optimum performance can be realized. Additionally, tools such as design and normalization software are often revised and improved. n nThis teleconference will go over some of the basic design considerations impacting reverse osmosis membranes used in groundwater desalination and then apply these principles to some specific application problems. Our faculty will review examples of  more...

Best Practices in Commission Pay Plans ...tools that work as well in recruiting, directing, motivating and retaining sales people as a strong commission plan. This is critical because sales people are often highly paid, remote from headquarters and entrusted with customer relationships (very valuable assets). A properly designed commission plan clearly and personally communicates the strategy of the organization to resources that have  more...

The Fundamentals of Estate Planning for Pets ...ts. This teleconference will provide you with some of the tools that are out there to assist your clients whose most important beneficiaries are often overlooked, whether because the client is embarrassed, or the attorney is ill equipped with how to address the client's concerns. Not only will this teleconference give you the opportunity to learn some of the various techniques out there for the  more...

Effective Legal Writing and Editing for Paralegals ...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. This teleconference will show you how to focus your writing to a specific audience; how to streamline and strengthen your writing; how to avoid grammar, spelling and punctuation errors that detract from your  more...

8 Issues When Doing Business or Contracting With Native American Tribes BenefitsThere are more than 500 federally-recognized American Indian tribes in the United States, each established under a constitution unique to the tribe. Each tribe, through its constitution and subsequent legislation, has developed its own laws and regulations addressing issues of contracting, jurisdiction and waivers, if any, of sovereign immunity. Individuals and entities seeking to do  more...

Emerging Trends in Infrastructure Finance - The Stimulus and Beyond ...k at emerging trends - both policy measures and financing tools - that are becoming to be discussed, and even implemented in some areas, for meeting our country's infrastructure needs. Many thought the federal stimulus package would fill these gaps. While the bill provides some new tools that are just becoming accepted, significant opportunities for other nontraditional sources of support  more...

Understanding the Basics of Lean Accounting ...ncertain about the ability of traditional cost accounting tools to provide meaningful and accurate measurements. This teleconference outlines a hands-on view of the process needed to evaluate, establish and maintain lean accounting in a mid-level manufacturing environment. While lean accounting will help companies view the value streams associated with specific products, there are also costs  more...

Advanced Microsoft Excel Formulas and Functions: Master Your Usage of Excel's More Powerful Formulas and Functions ...o those 'hidden' functions and gives you new and powerful tools, such as array formulas, that will make your usage of Excel even more powerful 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  more...

The Paralegal's Role at Trial BenefitsThis teleconference will provide valuable information to help you develop, improve and enhance your trial preparation and trial skills in order to better assist the attorneys with whom you work in a more efficient and productive manner. Helpful hints and key tools of the trade will be shared to help you improve your efficiency and effectiveness as a key member of the trial team.  more...

Documenting and Organizing LEED Projects: Lessons Learned for Better LEED Submissions BenefitsLEED certification is becoming a more common requirement for designs in this environmentally sensitive and energy-conscious world. Design teams are being asked to integrate steps for LEED certification into already established design processes. Even though a designer might understand the principles of sustainable design and are familiar with LEED certification, until they have managed a  more...

Preparing an Accurate Form 1041 BenefitsWith more individuals using trusts in estate planning, knowing how to prepare an accurate Form 1041 is becoming more important than ever. Properly computing taxable income and correctly allocating taxable income between the entity and its beneficiaries can avoid not only challenges by the IRS but also disgruntled beneficiaries. This teleconference will help you understand the main rules on  more...

Online Collection Techniques: Do's and Don'ts BenefitsTechnology has changed how we communicate and do business. Debt collectors have the added challenge of trying to contact debtors who may only correspond via email or online portals. Some debtors no longer have a land line phone and only use cell phones, texting, email and instant messages to communicate. How can debt collectors face this challenge while following debt collection laws that  more...

Construction Payment Remedies: Using the Right Tools BenefitsThe recession has made nonpayment and late payment critical concerns to many in the construction industry. The unique nature of the industry and the special remedies available to those in it make payment disputes matters of much interest to all involved in the construction process. The recession has only made resolution of these disputes more challenging. This teleconference will cover  more...

Completing and Submitting the EEO-1 Report By September 30 BenefitsIn this interactive teleconference, you will learn the EEO-1 reporting requirements as well as practical, easy to use approaches to completing and submitting the EEO-1 report by the filing deadline. This engaging teleconference will also explain the EEOC's and OFCCP's systemic discrimination enforcement initiatives. From understanding the EEOC's and OFCCP's new focus on these issues to  more...

Not in My Backyard (NIMBY): Overcoming Development Resistance ...s. This teleconference will provide practical, actionable tools to anticipate and avoid community resistance to controversial land use projects and to actively build community enthusiasm for the proposal. We'll begin with an in-depth look at managing hostile audiences - how to avoid triggering angry feelings, how to head off aggressive behavior and what do to when a good audience goes bad.  more...

Promoting Wellness and Recovery of People With Mental Illness Through Strengths-Based, Person-Centered Practice ... You will gain greater understanding of important helping tools such as the strengths assessment and personal wellness/recovery plan. You will also learn of several innovative initiatives and creative ideas that you may begin to utilize in your practice. Learning Objectives - You will be able to define the purpose of working with people with mental illness. - You will be able to identify  more...

Cash Is King: Effective Cash Flow Management ...of time. Both of these financial statements are important tools to measure the success of your business but do little to tell you where the cash actually went. Understanding and managing the cash flow in your business is critical to your success. Learn more about how cash truly moves through your business, how to prepare a cash flow budget and identify ways to put your working capital to work.  more...

Excel Formulas and Functions De-Mystified: Manage Your Excel Worksheets With Power and Confidence as You Master Formulas and Fun ...evel. This teleconference 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...

Effective Job Rotation Programs: Development and Implementation ...pment projects are some of the most effective development tools in the talent management arsenal today. However, the design of many programs currently in operation date back to a time when the speed of organizational change was much slower than it is today, when the pressures of global competition were not as pervasive, and when customers for your organization's goods and services were not as  more...

Current Trends in Carbon Credits and Markets ...ically include carbon offsets or allowances as one of the tools to achieve compliance. This teleconference will help those who are involved with and responsible for climate change programs and compliance to understand the nature, use and value of carbon credits. Learning Objectives - You will be able to discuss what a carbon credit is. - You will be able to distinguish between types of  more...

Social Networking in the Workplace: Policies, Monitoring and Discipline Issues ...tools such as MySpace , Facebook and Twitter has exploded in popularity over the last few years. According to an October 2008 survey, 51 percent of employees accessed social networks at least once per day at work; many of them did so for an hour or more per week. Despite these numbers and the risks inherent in employees using social networking tools, such as harassment, dissemination of trade  more...

Combating Rising Construction Costs ...the bill for escalating costs. Some of the most important tools at your disposal come into play before construction begins, and some come into play during construction requiring significant vigilance and the employment of defensive solutions along the way. This teleconference will help you understand some of the decision points during a typical construction project at which you can influence  more...

Effective Auditing of Physicians' Notes BenefitsPhysician documentation and subsequent charge capture of physician services is becoming more complex and scrutinized than ever before. Join us for this teleconference during which we will teach you how to audit physician notes from your own practice. We will cover all aspects of coding for evaluation and management services, and the appropriate documentation of these services. We will  more...

Building Information Modeling: Planning, Design and Legal Considerations ...real and what may just be excuses. When we talk about the tools and the processes, we will explore some costs and benefits of BIM throughout the team. We will talk through a couple project examples where BIM tools and processes were used to really make a difference in the outcome of the project and finish up with a section focusing on the "What's in it for me?" question, again addressing your  more...

Pervious Pavement Alternatives ...tools for meeting nonpoint source pollution goals, building low-impact developments and rehabilitating cities in a sustainable manner. However designers, developers and municipal officials are reluctant to use porous pavements until numerous questions about their practicality and feasibility are answered. This teleconference conveys the scientific results and on-the-ground experiences that  more...

Increasing the Effectiveness and Efficiency of Manufacturing Logistics nIn manufacturing logistics, the first priority is providing the right support to make production flow smoothly and put out the goods the company sells. This is effectiveness. The second priority is to provide this support without wasting human, technical or financial resources. This is efficiency. What most companies do in logistics is pursue efficiency at the expense of effectiveness, curtailing  more...

Design Codes and Standards for Noise Control ...cuss the general nature of acoustics problems, the design tools to avoid such problems, and obligatory performance goals and the nature of applicable standards. These standards relate to common interior noise sources for commercial, residential and educational buildings, special facilities (e.g., presentation and performance spaces), and mechanical equipment noise and vibration. Topics will  more...

How To Prevent Construction Projects From Going Bad nIn today's economy, the construction process may have become more risky than ever. This teleconference focuses on actions you can take to keep your project pointed toward success. It addresses the steps that can and should be taken to help anticipate, identify and manage the problems inherent in the construction process. n nThis teleconference is intended to benefit attendees who want to have a  more...

Drafting Trusts in Estate Planning nEstate tax laws keep changing. Did you know that even though the estate tax exemption is predicted to stay at $3.5 million the lifetime gift tax exemption will stay at $1 million, leaving the door open to reduce the estate tax exemption back down to $1 million when Congress tries to balance the budget in a few years? In addition to estate taxes, clients' families need protection from probate, bad  more...

Tax Law Research Best Practices nResearching tax issues involves an understanding of a complex system of legislation, regulations, and administrative document and decisions. Each of these elements of tax law has a different precedential value to the practitioner. Moreover, tax law is an area that changes constantly. Congress and the states regularly amend tax laws, and the Internal Revenue Service adds or amends its regulations  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...

Key Components of an Effective Mentor Program ...is teleconference will provide you with all the necessary tools to establish or expand a quality mentoring program. It will examine the benefits for beginning an initiative and the step-by-step process to implement a program, whether school- or community-based, that is guaranteed to be sustainable. This teleconference is critical for school personnel, community agencies serving youth and  more...

Managing And Disciplining Unsafe Employees - A Cornerstone Of An Effective Safety Program nThis teleconference will examine the importance of managing and disciplining unsafe employees on the success of any business. Part of the discussion will examine the potential detrimental impact of ignoring unsafe employees can have on a company and the possible civil and criminal liability that can occur. This teleconference will examine the policies and procedures that need to be in place to  more...

Payment Fraud ... for that an order may be bad. You need to understand the tools that are available to you to investigate a potential customer. n nThe teleconference is intended to be a fundamentals session, providing you a foundation-level of knowledge about the theories, best practices and terminology surrounding electronic payment fraud. This teleconference is presented in a standard format covering the  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...

Estate Planning Opportunities in an Uncertain Environment nMotivate the reluctant client; freeze the estate value to reduce the estate tax load. How many of us have clients waiting on the sidelines to decide what to do after experiencing 2008? The uncertain times and uncertain market have actually created the perfect time to use some of the advanced planning tools in the estate planner's arsenal. Depressed values for good assets open up the opportunity  more...

Retirement Benefit Solutions For Nonprofit Organizations and Government Entities ...employees and executives as for-profit companies, but the tools available to them are often more limited. This teleconference will explore both broad-based retirement programs and executive deferred compensation available to nonprofit organizations. It will highlight new rules for 403(b) plans and pending IRS guidance that will restrict nonqualified options even further. It will also point out  more...

Conducting Successful HR Audits ...ses. Yet many of the management techniques and assessment tools used to manage and assess other assets and processes of the organization have not been applied to HR. That is changing. As the implications and risks of misaligned, mismanaged and unlawful employment practices become more obvious, organizations are increasingly turning to HR audits to help them align human resource management with  more...

Reading Financial Statements: A Creditor's Perspective nThis teleconference will teach you how to read and understand financial statements, especially from a creditor's perspective. It is also for investors and business owners who not only desire to expand their business, but who want a better handle on what the number on their financial statements mean and how they can become useful tools. This teleconference will impart useful and practical ideas,  more...

Effective Job Cost Reports in Construction Project Management ...ccurate information. One of the most important management tools available to project teams is the job cost report. Properly designed and used, the JCR can be a powerful document that provides an up-to-date snapshot of the project status that also highlights potential problems before they seriously impact a project's success. This 90 minute teleconference will address the entire life cycle of  more...

FMLA Regulation Update: Managing FMLA Leave under the New Regulations ...A abuse. Unfortunately, many employers are unaware of the tools at their disposal to effectively manage FMLA leave. This teleconference will help you understand lawful methods you can use to restrict unwarranted use of leave. You'll get a firm grasp of the most effective FMLA policies that may be instituted. Failing to adhere to FMLA requirements is a common error that has led to losses of  more...

Effective Contract Negotiations: The Fusion of Law, Relationships and Project Expectations ...based negotiation model. The attendee manual will provide tools for structuring negotiations and references to additional resources. You'll learn about the role of boilerplate terms and conditions and related purchasing law, as well as contract approaches to significant project risk issues: scope, schedule, price and the author's other "big three." What do you think those are? The  more...

Asset Protection Planning and Techniques: Safeguard Your Retirement and Other Assets Benefits When building retirement wealth for yourself or your clients, you want to protect it. For this reason, asset protection strategies for retirement are necessary as part of your wealth building strategy for the future. This teleconference will give you the tools to protect yourself or your client's retirement wealth, help build more wealth and help secure your future.  more...