Value Telephone Seminars

Accounting Endowments of Not-for-Profit Organizations After UPMIFA ...cement of the prior legal restrictions of historic dollar value with the seven articulated standards of prudence set forth in UPMIFA has thrown into some turmoil the rules governing how a nonprofit organization should present its financial condition. The requirements of UPMIFA as a state statute and FSP FAS 117-1 as an accounting requirement often appear to be and perhaps are in conflict. This  more...

Form 706: Estate Tax Return Fundamentals ... adjusted taxable gifts equaled or exceeded $5 million in value, Form 706 must be filed. In this live audio conference, you will learn the rules applicable to properly preparing and filing Form 706. The program will cover which assets are subject to tax, the available deductions and major elections. Each schedule required to be filed with Form 706 will be discussed. The audio conference will  more...

Collaborative Delivery Method Fundamentals ...value they receive for their capital dollars are looking to more collaborative project delivery approaches to deliver their capital construction projects. This live audio conference will help those responsible for evaluating and selecting the most appropriate project delivery method. This will begin with an understanding of the basic fundamental project delivery approaches with a focus on those  more...

Service Level Fundamentals: Maximizing Business Value BenefitsService levels provide targeted, effective incentives to cause service providers to achieve their customers' desired business outcomes. However, too often customers discover that those service levels are being achieved with reports showing 'green' while the service itself feels 'red.' In these situations, customers often find that those service levels: measure the wrong aspects of the  more...

Offboarding: Strategies for a Successful Goodbye ...is live audio conference will review research showing the value of effective offboarding: higher levels of employee commitment, lower recruitment costs, and higher quality candidates. As with all employment actions, it should be lawful, safe, secure, efficient, ethical, fair and respectful. Effective HR leaders must work both sides of the basic accounting equation: assets = liabilities + owners  more...

User Requirements and Specification Fundamentals ... product doesn't solve the problem or produce anything of value for the customer. The result is money and time wasted. This live audio conference helps those responsible for purchasing products or getting the right thing built generate requirements that ensure the solution solves the problem. This program provides a straightforward, understandable approach for eliciting and documenting good  more...

Show Me the Money: Determining Return on Investment for People, Projects and Programs ...ublic 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 respect and leverage necessary to keep your processes moving forward. But to report ROI in  more...

Developing a School Wellness Program ...n school vending machines are often of little nutritional value and can be loaded with fats, sugars, salt and calories. - Poor nutrition: Only about 20 percent of high school seniors report eating fruit and green vegetables five or more times a day. - Diabetes on the rise: Type 2 diabetes used to be called 'adult-onset diabetes.' Now, the rise in childhood obesity is linked to a dramatic rise  more...

Creating Successful Employee Surveys ... a great place to work is no longer enough. Enhancing the value and productivity of human capital depends on aligning employment policies and practices with organizational strategies and objectives. Employee contentment should not be confused with organizational success. Thus it is critical that the employee survey also help your organization identify opportunities to align its HR management  more...

Fundamentals of Section 382 ...deral income tax loss carry-forward (NOL). Protecting its value to offset future federal income tax income, however, can be challenging as there are a number of tax rules designed to limit the availability of the NOLs. In particular, Section 382 limits a corporation's ability to offset taxable income with its NOLs after a change in ownership. Our panel of nationally recognized experts will  more...

Pricing and Cost Analysis in Purchasing ...is is not to get the lowest price, but to obtain the best value with consideration for delivering time, acceptable quality levels, in the appropriate quantities. In general price is important; however, remember it is only one of many variables that are included in purchasing decisions. This live audio conference is designed for purchasing managers, buyers, contracting and materials managers,  more...

Current Issues in Billboard Leases ...and conservationists. They offer nothing to the aesthetic value of our highways. They are often heavily regulated and limited by the various levels of government with jurisdiction over the motor vehicle right-of-ways. They are also a valuable source of revenue to property owners along the right-of-way and can be informative and a source of great assistance to parties traveling on the  more...

How to Use LinkedIn as the Best Sales Tool Ever Invented ...ce will show you how to showcase your credibility and add value to your network, and teach you the art of building and converting online relationships into offline business, which leads to long-term success and revenue growth. At the end of the day, long-term business success has always been and always will be about relationships. Whether online or offline, people are the same, only the  more...

Collateral Valuation in the New Economy ...y of the past several years has materially impacted asset values, and the complexity of investment vehicles has made asset valuation, at best, problematic. Investors must plot an optimal course with their existing holdings. Additionally, future investments require an entirely different valuation approach than is possible under traditional models. Only the architects of these investments  more...

Using Human Capital Analytics to Maximize the Value of Your Workforce BenefitsMeasuring and maximizing the contribution people make to the bottom line is a critical issue for organizations, and analytics are the key to those insights. The challenge is using analytics to understand where making a change would improve engagement and performance. This audio conference addresses how to integrate the business and HR perspectives when conducting human capital analytics,  more...

LEED Credits That Don't Break the Bank! ...ms as a result of cost control, and a significant loss in value for owners. This audio conference helps you understand how the LEED system can serve as a foundation to most green incentive and rebate programs. By examining common mistakes, best practices, and how the many available incentives fit into LEED requirements, you will learn how to layer and maximize financial opportunities without  more...

The Secrets of Successful Customer Onboarding ... 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 design and implement an effective onboarding program. We will explain the how-to's of designing a customer onboarding process and will provide you with helpful tips to ramp up  more...

Brownfield Redevelopment and LEED in 2010: What Happens When You Mix Green and Brown? ... on investment on contaminated properties. In effect, the value of a cleaned-up property is no longer stigmatized by experienced investors and developers because of our mature position on the learning curve. Green buildings can also yield an increase to net operating income and enhance real estate market value. During this audio conference, we will examine a brownfield site in New England  more...

Today's Multigenerational Workforce: Transitioning from Baby Boomers to the Next Generations ...tsPeople change. This includes changes in the culture and value systems of the different generations of workers. From tattoos, to iPhones , to flex hours, to work ethics, to worker capabilities, things are different. As leadership transitions from the baby boomers to Generations X and Y, there are issues that will unavoidably arise as a result of cultural differences between the generations.  more...

Mobile Banking: Banking Without Borders ...t use cell phones to provide unparalleled convenience and value to customers. With the potential to competitively and geographically level the playing field among banks, the regulatory and legal issues implicated in mobile banking products and services merits universal attention. This audio conference will address the banking, privacy and contract issues arising in the adoption and delivery of  more...

Digital Manufacturing: Improve Productivity, Lower Costs and Compress Delivery Times BenefitsToday's globally competitive environment is forcing manufacturing companies of all sizes to rethink and better integrate their overall approach to product development, from concept to product design to manufacturing engineering and beyond. As a result, many companies are seeking new ways to improve their competitive position through the proper adoption of digital manufacturing and other  more...

Utilizing Data in Microsoft Access ...tion workers through training and support to maximize the value of Microsoft Access while supporting the inevitable evolution of some Microsoft Access applications to a more professional and robust platform. By leveraging the knowledge and skills of those closest to the needs of the application, organizations can use Microsoft Access strategically to deliver better services, make better  more...

Real Estate and Land Valuation in Depressed Markets ...professionals depending upon reliable estimates of market value to identify viable and reliable market data using methods available in the market but not commonly applied during active real estate markets. The teleconference will explain underlying valuation theory for these alternative applications using relevant information during the current real estate cycle. Lawyers, lenders, property  more...

Current Issues in Cell Tower Leases ...included in a government-issued permit, site location and value, lease term and terminations, access requirements, interference regulation and mitigation, design and camouflage, and radio frequency emissions issues. Learning Objectives You will be able to discuss the common elements of private wireless site leases on developed and undeveloped land (including leases on government property), and  more...

Developing a Sound HR Metrics System ...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 value to the organization, ways to avoid pitfalls in  more...

Employee Driven Health Care: A Checklist for Employers BenefitsThis teleconference will include a comparison of HSA, HRA and FSAs. You will discover the value of Section 125 plans and recognize funding methods for various plans. Human resource managers, benefits and payroll professionals, controllers, CFOs, business owners and managers, insurance professionals and attorneys  more...

Secondary Sources of Repayment Fundamentals ...ted when a loan is being made but the ultimate realizable value of both is likely to change if they are ever needed to repay the loan. This teleconference will provide practical, real world guidance for evaluating factors that impact the realizable value of collateral and guarantor capacity. The teleconference will focus on the importance of evaluating collateral and guarantors under stressed  more...

Screening Commercial Tenants: Priorities and Pitfalls ...ing increasingly high default and vacancy rates while the value of their assets is, in many jurisdictions, plummeting. The Congressional Oversight Panel recently released its Commercial Real Estate Losses and the Risk to Financial Stability report confirming many industry experts' fears of a looming commercial real estate crisis. The report warns of a wave of defaults on commercial real estate  more...

Forbearance Agreement Fundamentals ...osts, delays and uncertainties, and may help maximize the value of the collateral for all stakeholders. Forbearance agreements are flexible tools that allow borrowers and lenders to achieve many different goals and potentially avoid litigation and exercise of remedies. This teleconference will help parties to a defaulted or distressed loan understand what options may be available to them under  more...

Current Issues Facing Real Estate Lenders: Managing Through the Tidal Wave of Distressed Properties ...tress. Real estate assets are suffering from deflation in value and illiquidity. Tenant distress, soon followed by landlord challenges, will create further deep disruptions. It is critical for financial institutions to fully realize the extent of the distress in the real estate market, what is driving it and how long these conditions will last. In addition, most financial institutions need to  more...

Appealing Standards: Determining the Applicable Standard of Review ...n appellate advocacy are (1) taking the standards at face value, uncritically assuming that they mean what they say and that the court will apply them as they are written and (2) treating the standards as mere verbal formulas that have neither intrinsic substantive meaning nor independent persuasive force. This teleconference will help you avoid these errors by exploring what the standards  more...

How to Succeed at Selling to Difficult Customers BenefitsCustomers today are more demanding than ever. Some will bully you to get price concessions. Others will put off decisions until you cave in. A few will even embellish the truth. Many won't think twice to take their business elsewhere if you can't acquiesce to their demands. Learn how to pro-actively manage your most difficult customer relationships and turn them into thriving and  more...

Rewards Transformation: A Unique Approach to Total Rewards Strategy and Design in the Current Economy ...l workforce segments who can contribute the most business value in return. Key components of the rewards transformation approach are 1) critical workforce segments, 2) rewards dialogue - an ongoing interactive process by which employers gather employees' views, opinions and preferences about rewards and communicate back with employees and 3) measuring rewards ROI. This teleconference will  more...

Community Association Legal Issues - Charting the Course Through Rough Seas ... the board of directors and the management companies. The value of and the ability to sell real property in a common interest community are significantly affected by the appropriate and effective management of the Association. Implementing a budgeting process and establishing collection policies which are followed are critical to effective management of the Association. This teleconference will  more...

Preparing for the Unexpected Departure of Key Employees: An Introduction to Replacement Planning BenefitsFewer than 40 percent of U.S. organizations, public or private, have functioning replacement plans in case of the disastrous loss of key people to death, disability, sudden resignation or the potential threatened loss in hostage-taking situations. Replacement planning is not the same thing as succession planning or talent management, though many organizational leaders confuse them. This  more...

FASB Statement 157 - Fair Value Update on Corporate Asset Valuation ...ompanies - the rule aims to make it easier to communicate value to shareholders. This teleconference will provide an overview of FAS 157 (ASC 820) guidelines, including the definition of fair value, defensive value, and the three-tier hierarchy. We will discuss measurement assumptions, disclosure requirements, and summarize the key differences in this standard. We will help you to understand  more...

Buying and Selling Claims in Bankruptcy ...ng of claims in bankruptcy, strategies for maximizing the value of claims, and recent court decisions and orders that could have a substantial impact on the value or enforceability of the claims purchased. In addition, you will gain insights on trading for passive investment to gain a return on capital versus purchasing to own or control the company by leveraging debt claims into equity and the  more...

Living With Uniform Prudent Management of Institutional Funds Act (UPMIFA) ...enditures despite having endowment funds which have asset value below their original or historical dollar value (underwater funds). Learn how new spending rules requiring application of the seven factors of prudence change the legal landscape for all nonprofit institutions. Learn how to draft around UPMIFA, conform to the new legal requirements and deal with the new and very different auditing  more...

Current Trends in Carbon Credits and Markets ...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 credits. - You will be able to recite how they are valued. - You will be able to identify what carbon credits are used for. Attorneys, engineers, project managers, environmental  more...

Valuation and Reporting of Gifts and Service Donations ...me that there is a higher focus on the definition of fair value. Contributions of gifts and services should be measured at the fair value of the assets or services received or promised. FAS 157, Fair Value Measurements, introduces new concepts of determining fair value of donations to not-for-profit organizations. Understanding and applying fair value concepts to certain assets where there is  more...

Understanding the Basics of Lean Accounting ...nment. While lean accounting will help companies view the value streams associated with specific products, there are also costs associated with the development, maintenance and ongoing use. You will gain a deeper understanding about the benefits of lean accounting, costs of developing this type of system and the role it can play in increasing profitability. Accountants, tax managers, CFOs,  more...

IRC Section 41: Credit for Increasing Research Activities Update BenefitsThis teleconference will feature a discussion around one of the most misunderstood and misapplied sections of the Internal Revenue Code, Section 41 - Credit for Increasing Research Activities. Our team of former Big Four partners and managers has collectively worked on more than 500 research tax credit studies during our careers. Learn from some of the top technicians in the industry on  more...

Dealing with Difficult Patients ... hospitals and other healthcare facilities must weigh the value of client satisfaction and safety. Acute care settings may be particularly susceptible to the problem difficult patients because of the number of different service providers involved and the fact that it is an important and heavily people-based service. Difficult patients cannot be avoided; therefore health care institutions must  more...

Purchasing Contract Administration ...s an introductory course in understanding how to add real value and avoid tragedy through the contract administration process. It 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  more...

Using Purchasing Metrics to Drive Bottom and Top Line Contribution ...cus metrics on cost and productivity rather than business value added and risk. Without appropriate metrics, managers cannot quantify their business impact or allocate resources to the best advantage of the company. A key to maximizing the bottom and top line contribution of the sourcing organization is establishing a comprehensive, robust set of metrics and using those metrics to improve  more...

401 (k) Plan Audits-What to Expect of the Process ...ally a compliance requirement, few plan sponsors see much value in the audit. This teleconference will explain in depth what is involved in the audit of a 401(k) plan. Gain insight into the various entities involved in the audit process and what they contribute to the successful and timely completion of an audit. Understand what an auditor is testing and why. With a coordinated effort of all  more...

Total Compensation Statements as a Tool to Communicate Total Value ...itsOften employees look at their base salary as the total value provided by your organization. During these challenging economic times when salary increases are low or nonexistent, creating customized compensation statements 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  more...

Value Engineering Change Proposals in Government Contracting ...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 share in  more...

Business Combinations and Goodwill: What Is the Latest With Fair Value? ...nting Standards Board recently issued a Statement on Fair Value Measurements (SFAS 157) which clarifies the concept of fair value in financial reporting. Along with the FASB's proposed revision of its Statement on Business Combinations (SFAS 141R), fair value measurements may change the way acquiring companies report the acquisition on its financial statements. These changes could ultimately  more...

Understanding the Language of Mold Assessment Reports ...e to accepting the written word of the consultant at face value, without question. This would be a mistake for anyone. For others it could be considered negligent and result in liability. Far too many mold assessment reports are produced by nonscientists. As a group, nonscientists often do not appreciate the limitations inherent to microbial sampling and they often fail to communicate to their  more...

7 Questions to Ask When Establishing Cause for Disciplining and Terminating Employees nThis teleconference will focus on understanding and implementing a simple, yet comprehensive approach to investigating and documenting potential disciplinary and termination actions. You will learn seven questions to establish cause for discipline or termination, as well as why proper investigation and documentation minimizes potential for the filing of discrimination claims, decreases settlement  more...

Tax Law Research Best Practices ...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 to changes in the code. Courts and administrative panels will decide how the laws and regulations are applied to specific controversies. This  more...

Effective Exit Interviews nMost employers are always looking for ways to improve employee relations, attract new employees and retain the ones they have. But how do you know what to do to improve if you don't know what employees are looking for or why they are leaving? n nImplemented properly, a good exit interview program can provide an employer with a host of valuable information that can be used to improve its employee  more...

Designing Effective Interest Rate Risk Management in Turbulent Times ...nd their use in the decision process. We will explore the value proposition between doing what we need to for regulatory compliance versus making decisions that requires more education, analysis and, in some cases, assistance. We will look at the common measurement practices using real examples and assess the decisions that would be made with each tool, showing that sometimes the data may lead  more...

Estate Planning Opportunities in an Uncertain Environment ...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 to leverage our clients' assets to achieve  more...

Share-Based Compensation - Impact of Recent Events on the Use of Equity Compensation ...ges in how companies and executives view the role and the value of equity as part of an overall compensation package. Join our accounting and legal speakers as they explore and discuss the effects of FAS 123(R); specific challenges and hot topics in the equity compensation arena, such as repricing of underwater equity awards; the impact of current legislative initiatives, such as the Emergency  more...

Current Trends in Transit-Oriented Development ...D as the best investment in real estate because TODs hold value in down market cycles and appreciate faster during positive market conditions. Evidence in Denver, for example, has shown that TOD properties over the past two years have increased significantly while the overall market across the region has fallen. This teleconference will help you to better understand what TOD is and how it will  more...

Overcome Your Competition: Stand Out in a Crowded Marketplace ...s due to lack of qualification and not selling the proper value to the right people. If you are not starting your sales pursuits at the highest levels in the organization, your qualification process is suspect at best. Too many times sales professionals employ a bottom-up sales approach versus the top-down approach that has proven to be more effective. Even the best sales skills, or sales  more...

Reclamation and Rehabilitation of Vacant Properties nDistressed real estate is easy to find in this market. To come out of the recession, just waiting for the economic cycle to change for the better may not be enough. Coming out of the recession will require new techniques. The sprawl model is dying and not just because of swings in energy prices. Consumers increasingly enjoy urban settings and lifestyles. This is driven by demographics and  more...

AIA and ConsensusDOCS Contract Documents: Comparison and Contrast ...vide insights and information that will be of significant value to anyone involved in the construction contracting processes, including those involved in contract formation and negotiation, contract administration, payment application and administration, change order and claims processing, and dispute resolution. n nLearning Objectives: n- You will be able to describe what is new and different  more...