Types Telephone Seminars - Training Resources

Sales and Use Tax Determination Headaches ...tate environment. You will learn about the four different types of taxing states which greatly reduces the complexity of a 50 state environment. Five states don't even have sales and use taxes. You will master the principles of nexus and thereby reduce your exposure to audit from other states. Since audits in this area are inevitable, the teleconference will address audit techniques for  more...

Evaluating Your Third Party Administrator: Are You Getting What You're Paying For? ...sUsing a third-party administrator is ubiquitous with all types of employee benefit plans. However, proper administration by TPAs should not be taken for granted. As with all facets of employee benefit plans, TPAs need to be monitored and evaluated to ensure proper plan administration and fulfillment of a plan sponsor's fiduciary responsibility. This teleconference explores the key roles of  more...

Understanding LEED for Sustainable Building BenefitsThis teleconference will help you better understand the U.S. Green Building Council Leadership in Energy and Environmental Design program, as it was significantly revised in 2009. The comprehensive introductory materials will prepare you for additional training to receive your LEED credential as an accredited professional or LEED AP. In January 2009, the U.S. Green Building Council  more...

Retaining Wall and Slope Design Considerations BenefitsLow cost sites ideal for development are becoming scarce as growth continues to increase in high density population centers. As a result, sites considered less ideal (small sites, sites with limited right-of-way, and/or sites with excessive topographic relief, etc.) are becoming more attractive. As a result, the design and construction of retaining walls and slopes are becoming more  more...

Developing a Sound HR Metrics System BenefitsDoes your organization's HR metrics system fall short of expectations? How can we effectively measure the value that our employees bring to our organizations? How do we measure the effectiveness of our human resources department? Utilizing proper metrics and benchmarking can provide the answers to these questions. Attend this teleconference and learn the importance of demonstrating HR's  more...

Infill Development Fundamentals BenefitsOver the past decade, a variety of forces have operated to create a trend toward more infill development and less development of greenfields or agricultural land. But infill development poses a unique set of challenges compared to more traditional development on vacant land. This teleconference will summarize the principal differences between infill development and greenfield development,  more...

Appealing Standards: Determining the Applicable Standard of Review BenefitsThis teleconference is designed to help you with your two most important jobs: prediction (telling clients what appellate courts are likely to do with a given case) and persuasion (getting the appellate courts to do it). The two most common mistakes in appellate advocacy are (1) taking the standards at face value, uncritically assuming that they mean what they say and that the court will  more...

Creating and Using a Salary Increase Matrix BenefitsThis teleconference will discuss the concept, implementation and best practices associated with a merit matrix. Implementing a merit matrix is one of the easiest and most direct ways to link pay with performance and manage turnover. Sharing of pitfalls that many companies encounter when implementing a matrix and how to avoid them will be addressed. The teleconference will provide insight  more...

Cost Segregation: Applications for a Valuable Tax Planning Strategy ...uctions associated with buildings and improvements of all types and sizes. Although cost segregation has become quite popular in recent years, many tax advisors and real estate owners are still missing significant opportunities because they are unfamiliar with the many applications. This teleconference combines two of Bedford's most popular CPE sessions; providing both an introduction to cost  more...

Curing Title Exceptions ..., some genuine but others unsubstantial or baseless. What types of defects, liens and encumbrances impair the title to real estate? When, as the result of tangible matters revealed by a search and examination of the title, is the title unmarketable? Learn what to look for when reviewing the title commitment, and what endorsements are currently available that provide coverage against a spectrum  more...

Utilizing Graphs and Charts in Microsoft Excel ...s of chart creation; how (and why) to use different chart types; and how to alter the look of a chart with layout, color and content changes. Depicting data in a chart may reveal a trend that was not so obvious in the numerical data, which often can be dry and boring. That elusive meaning, buried in the obscurity of a sea of numbers suddenly springs to life in a chart - you get the big picture  more...

Workout Strategies for Troubled Condominium Projects ...conomic downturn has affected real estate projects of all types but perhaps none as significantly as condominium projects. To further complicate matters, strategies to cope with failing and failed condominium developments must address multiple overlays of statutory and other legal requirements and limitations, as well as the often conflicting rights and concerns of the many stakeholders  more...

Skip Tracing: Three Types of Skips BenefitsIt's true that anyone can do skip-tracing - but to do it properly, you need to know more than the raw mechanics. At this teleconference you'll learn the practical techniques you can use to finally find who you're looking for. You'll get insider secrets from a renowned skip-tracing expert. Discover the no-nonsense tools you need to perform database searches, get valuable information and  more...

Construction Contract Bid Errors BenefitsThe pressures on contractors to obtain work have never been greater. The competition for contracts, often coupled with precarious financial health, leaves very little margin for error - yet bid mistakes are on the increase with adverse consequences for owners, contractors and subcontractors. This teleconference analyzes the legal consequences of bid errors and how to avoid them. Those who  more...

The Claims Process on Federal Government Contracts - Maximizing the Return on Your Investment ...l costs. This teleconference will help you understand the types of costs you can recover, the circumstances under which certain costs may be recovered and how to go about recovering these costs. This teleconference also explains the claims process under federal procurements as well as the options available, including forum selection alternatives, when the claim process does not achieve the  more...

Slope Stabilization: Best Practices and Challenges ...types of slope stabilization failures and techniques used to avoid failures by the application of best practices. There are well-established engineering principles for the design and maintenance of stable slopes. This teleconference summarizes practices to overcome challenges to enhance slope stability. Many engineers are faced with challenges to protect against the potential for slope failure.  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 ...disputes more challenging. This teleconference will cover types of payment remedies, how they work, and the strengths and weaknesses of each. The speakers will discuss how to mix and match remedies to fit particular needs and circumstances, as well as defenses to and limits on payment remedies. Learning Objectives: - You will be able to explain mechanics liens and related remedies. - You will  more...

Shop Drawings and Other Construction Submittals - Legal and Architectural Perspectives ...ge order requests and requests for information, two other types of construction submittals which frequently lead to disputes and are fraught with risk. The presenters are a leading construction attorney and an architect who specializes in the design of complex public and institutional buildings. This teleconference is a must for anyone involved in construction projects. Learning Objectives -  more...

Collective Bargaining and Construction Labor Contracts ... will help contractors gain a better understanding of the types of labor agreements they are being asked to sign, as well as the obligations those agreements impose. This teleconference is critical for contractors who want to proactively plan their labor strategies and avoid the pitfalls and liabilities that could hinder the successful operation of their business. Learning Objectives - You  more...

Curbing FMLA Abuse: How to Manage Manipulative Employees BenefitsEmployers are often the victims of FMLA abuse. The regulations are employee friendly and many employees have figured out how to play the FMLA game to avoid working and being held accountable for their absences. These issues can wreak havoc on productivity in the workplace. This teleconference will help you understand what you can do to use the FMLA regulations to curb FMLA abuse. This  more...

Developing, Managing and Analyzing a Budget: Understand and Implement an Effective Budget for Better Management and Financial De ...ng 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 environment and procedure that is a tool for attainment of organizational goals. A suitable budget will, indeed, help define and shape those goals, as well as evaluate the likelihood of achievement. Accountants, tax managers, CFOs, controllers, enrolled  more...

Gift Acceptance Policies for Public Charities and Tax-Exempt Organizations ...legal, accounting and practical pitfalls inherent in some types of gifts! A comprehensive gift acceptance policy can help an organization avoid these pitfalls, enhance its donor relationships and run a more successful development program. This teleconference will address the issues that should be covered in a basic gift acceptance policy for a public charity, as well as some of the nuances  more...

Providing Investment Advice to Retirement Plan Participants Without Triggering Liability ...ly, retirement plan sponsors have been constrained in the types of investment advice that can be provided to plan participants. Plan sponsors have long wanted to provide the investment advice their participants desire, but without incurring liability for advice given in good faith. This teleconference provides practical advice to human resource and benefits professionals, along with their  more...

Dress Code Liabilities BenefitsIn this teleconference, you will learn how to deal with complicated and sensitive issues involving how employees dress, the number and type of jewelry worn by employees, and the number and type of tattoos visible on employees while at work. This teleconference will explore the pros and cons of different options in written policies and discuss different approaches in dealing with these  more...

Current Trends in Carbon Credits and Markets BenefitsThe world of greenhouse gas regulation is increasingly complex. International, national, state and regional greenhouse gas reduction programs typically 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  more...

Understanding Business Valuations From Purpose to Product ...s of business valuation services to be educated as to the types of appraiser credentials, the levels of valuation services, the business valuation process and the expected content of business valuation reports. You will leave this teleconference with an understanding of the entire business valuation process - from purpose to product. CPAs, accountants, attorneys, presidents, vice presidents,  more...

GASB Statement No. 51: Rules for Intangible Assets Come to Governmental Entities ...ave specific rules on how to account and report for these types of assets. These rules go beyond what is typically found in the private sector as it includes internally generated intangible assets, including computer software. This teleconference will examine in detail the requirements of GASB Statement No. 51 and explain the ins and outs of accounting and reporting for all intangible assets.  more...

Show Me the Money: Determining Return on Investment for People, Projects and Programs Benefits'Show me the money!' is the mantra of the day. Senior leaders in private sector, public sector, and social sector organizations want to see value for investments made in people, projects and programs. This value, more than ever before, is defined in terms of return on investment. Until you can produce solid, verifiable numbers that prove the worth of investments, you may never gain the  more...

How Letters of Credit Work and Why Sometimes They Don't BenefitsThis teleconference will walk you through the steps in the life of a letter of credit, identifying pitfalls along the way. The teleconference will review and illustrate fundamental principles using real-life examples. Our presenter will explain how these principles apply to both commercial and standby letters of credit and how these two types differ. In particular, you'll learn why letters  more...

Surface Parking Lots Development and Design BenefitsThis teleconference will be of great benefit to architects, engineers, developers and contractors. You will learn how to acquire a potential property, how to design and maintain surface parking lots. This teleconference will not only devote time to surface features, such as pavements, drainage and striping, it will also discuss the importance of paying attention to soil preparation and  more...

Controlling Health Care Costs With Self-Funded Plan Options BenefitsThis teleconference will address questions an employer must answer when deciding to switch from a fully insured health 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  more...

Pervious Pavement Alternatives ...It provides established standards for installation of two types of porous paving materials: pervious concrete and open-jointed block. It provides case studies from all over North America that illustrate results in diverse soil, climate and traffic situations, and applications for investment and environmental purposes. n nLearning Objectives n- You will be able to debate performance. n- You will  more...

Construction Contract Accounting: A Three-Dimensional Look at the Numbers ...agement decisions. This teleconference will discuss three types of accounting - financial, tax and internal/management. Learn how to combine the different methods to get a three-dimensional view of your construction business and improve your financial condition. n nLearning Objectives n- You will be able to identify 3P and 3D. n- You will be able to generate accurate accounting to  more...

Tax Implications of Generation-Skipping Techniques - Planning to Minimize the Generation-Skipping Transfer (GST) Tax ...tax exemption. Benefits and differences between different types of basic GST tax planning techniques, including various lifetime planning and post-mortem planning along with the implications of leveraging GST tax planning with discounted assets will also be discussed. Insight into considerations for coordinating GST tax planning during life and at death, and nontax issues connected with GST tax  more...

Enabling Loan Processes with Paperless Files ...lity standards. You will gain a broad introduction to the types of processes that can be enabled by digital files, strategies for migration and improvement of existing processes, implementation of new workflows and planning to enable future growth. For lenders looking to align technology and processes now to support underwriting operations, improve customer service activities, decrease cost per  more...

Writing an Employee Handbook nAre you overwhelmed with the task of revising your existing employee handbook or of preparing a new employee handbook? Are you unclear about what types of employment policies are required by federal law? Stop worrying and attend this teleconference. You will learn which policies are required by law and what employment laws apply to employee handbooks. Take the first step to creating your employee  more...

Supplemental Wage Payments: Common Withholding Guidelines ...at apply to the payments. We will discuss the most common types of supplemental wages, such as commissions, signing bonuses, severance payments and sick leave, and explain the three approaches used for to determining the applicable withholding rate. Additionally, we will provide insight into the latest IRS regulations on the withholding of supplemental wage payments and have a practical  more...

Tenancies in Common - Legal and Practical Issues ...distressed transaction. In that context, we will consider types of workouts, methods of raising money for the distressed TIC deal, the treatment a master lease, voting issues and issues raised by the current bankruptcy cases of LandAmerica and DBL. This teleconference is critical for you to understand the bankruptcy and insolvency issues affecting TIC transactions, and will discuss negotiation  more...

Green Roof Sustainable Design Techniques nIt is essential that customers for green roofs appreciate the importance of their decisions to achieving wished-for benefits. Design choices do have implications. All green roof assemblies will not confer equivalent benefits. This teleconference will explain how specific aspects of a green roof design will affect long term waterproofing performance, storm water runoff, energy requirements and  more...

Convergence of Estate Planning, Trust Administration and Financial Advice nIn the current volatile and uncertain economic climate, estate planning advisors and their clients need to re-examine conventional estate planning wisdom, better understand how fiduciary performance will be tested and evaluated, and more carefully assess the perceived benefits and actual risks of a variety of investment types within planning structures.  more...

Utilizing Congestion Pricing to Reduce Traffic Congestion and Generate Infrastructure Revenue nMany states and metropolitan areas are faced with increasing traffic congestion along with inadequate sources of transportation revenue to address transportation investment needs. After completing this teleconference, you will improve your understanding of the ability of congestion pricing to address both congestion reduction and revenue generation objectives. You will be able to describe some of  more...

Payment Fraud nAs a business owner, how do you know your customers are who they say they are? How do you know if the payments they are making to you, using credit cards or ACH, are good? Fraud is on the rise, with a tough economy and the abundance of malware in the market today, it is only a matter of time before your company becomes a target. As a business owner you need to understand the signs to look for  more...

Differing Site Conditions ...king much of the guess work out of a variety of different types of construction. For example, through BIM, the structural steel, electrical, HVAC, plumbing, fire sprinkler and communications subtrades can all determine whether the new and existing utilities, beams, piping and conduits are going to run into each other or not. Accordingly, there should be less in the way of differing site  more...

IRS Form W-9 and W-8 Series: Payee Identification and Tax Determination ...equirements and compliance of form W-9. Payers of various types need to file information returns with the IRS regarding payments to individuals and other types of business entities. The most common are the 1099 series used to report payments to contractors, dividends, interest, real estate transactions, etc. Form W-9 requires payees or recipients to complete the form and provide their taxpayer  more...

Roundabouts: Planning, Design Principles and Current Practices ...pts and thought-provoking topics from unique intersection types to give you the opportunity to address different roundabout types and specific details in roundabout design based on geometric design principles. n nLearning Objectives n- You will be able to discuss modern roundabouts and their installation. n- You will be able to describe design skills and current practices. n- You will be able  more...

Commercial Leases: A Discussion of Legal, Negotiating and Drafting Considerations For Build-Out, Operating Expense, Tax and Othe ...types of expenses commercial tenants should expect to incur and how to appropriately attempt to limit such expenses. By limiting expenses, you'll go a long way toward protecting the tenants you represent against unforeseen leasing costs. Such expenses include the cost of improving the premises, operating cost pass-throughs, real estate taxes, extra and excluded services, utilities, repairs and  more...

Share-Based Compensation - Impact of Recent Events on the Use of Equity Compensation nExecutive compensation continues to be a hot topic across many industries. Recent changes in share-based compensation rules, principally the changes to Financial Accounting Standards 123(R) [FAS 123(R)], and market uncertainty and declines have led to significant changes in how companies and executives view the role and the value of equity as part of an overall compensation package. Join our  more...

Hot Topics for 501(c)(3) Organizations nThere has been a lot of talk about the revised Form 990 and it's finally here! Whether you love it or loathe it, you can't put it off any longer. We will spend a majority of the time talking about some of the hot-button issues that the new form raises both in terms of simple compliance and in communicating with and involving your board. But wait, there's more! After this teleconference, you'll  more...

Lease vs. Buy: Choosing the Best Option ...academic qualifications, but on their experience with all types of equipment - from sophisticated technology financings to over-the-road vehicles and the most basic office and manufacturing equipment. The teleconference will define and compare types of leases and other financings, address key accounting and tax issues, and focus on legal and practical concerns. In addition to highlighting  more...

Reducing Insulin Errors nThe Centers for Disease Control and Prevention announced this past June that 24 million Americans now have diabetes, an increase of three million people in just two years. Diabetes is also one of the most common diagnoses seen in hospitalized patients. Moreover, insulin may be the preferred medication to manage glucose while patients are hospitalized. The Joint Commission of Accreditation of  more...

Problems and Risks Associated With Green Construction ..., causing many diverse owner/developer groups and project types to embrace these technologies, design elements and operation models. Moving in the green direction without proper preparation may cause a development to see red in the form of red tape, interruptions and negative bottom-line impacts. In this teleconference, we will be going beyond the basic principles of designing and building  more...

Effective Job Cost Reports in Construction Project Management nIn today's fast-paced and complex construction environment, construction industry professionals require immediate access to timely and accurate 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  more...

Internet Techniques for Locating Lost Relatives ... be used for a search. This teleconference will cover the types of records, the quality of information in those records and statutory considerations affecting the availability and use of records. After the search is completed and a lost relative is located, considerations about the types of outreach and contact with the individual will be discussed. Occasionally the initial results of a search  more...