Without Telephone Seminars - Training Resources

Understanding the Apportionment Rules for Service-Based Businesses ...l planning - for state tax minimization or create traps - without such planning - that lead to multiple taxation. Service-based businesses face particular difficulties in identifying and analyzing the rules applicable to their operations for two reasons. First, state apportionment rules were written several decades ago at a time when our economy was dominated by the manufacturing of tangible  more...

Document Retention and Destruction Policies for Financial Institutions ...o often rely on recommended document retention guidelines without understanding the risks of inconsistent or antiquated practices. While Sarbanes-Oxley has clarified the responsibilities of certain financial institutions, Sarbanes-Oxley is only a portion of the document universe. This teleconference will help you navigate the complex universe of document retention rules. Perhaps more  more...

The Construction Bidding Process ...side issues. You cannot compete effectively in this field without understanding the procedures and substantive rules which govern federal bidding. This teleconference is designed to provide practical guidance for all levels of experience. Learning Objectives - You will be able to review sealed bidding procedures. - You will be able to discuss negotiated procurement procedures. - You will be  more...

Using Social Media in Collections ...lenge while following the laws, following your ethics and without breaking any debt collection laws? In this teleconference, 'Using Social Media in Collections,' you will learn how you can use social media web sites and new technology to maintain a good customer base, keep good paying customers on track, and find and collect from past due customers. Learn how these popular web sites can  more...

Mechanics Liens in Massachusetts: Protecting Your Lien Rights in Uncertain Times BenefitsMechanics liens are an essential tool for collection of debts in any economy - in today's uncertain times, a thorough understanding of mechanics liens is even more critical. The mechanics lien process is complex and must be executed flawlessly in order for liens to be perfected. In turn, the Massachusetts mechanics lien law is often confusing, even to lawyers who are not expert in its  more...

Dealing With Employees Who Have Been Charged With a Crime ...an offense, and if so, is it justifiable to do so with or without pay? Because more and more employers are finding themselves faced with this dilemma, this teleconference will discuss the legal limits on what an employer can do when faced with this problem and will also provide useful guidelines in how best to craft workplace policies and procedures to best prepare the employer to address such  more...

AIA Contracts: The Owner-General Contractor Agreement ...he industry. Some owners and developers use the AIA forms without any changes and many others have developed their own standard set of revisions to the forms. However they are used, an understanding of the AIA forms and how they allocate risk is essential for anyone negotiating, drafting, interpreting, arbitrating or litigating construction contracts based on the AIA format. This 90-minute  more...

Statement of Work (SOW) Contract Fundamentals ...osal. Success is in the details of the statement of work. Without it, you can't compete or communicate. Those who have managed contracted work know that poorly written statements of work can lead to communication breakdowns, misunderstandings, disputes, rework, delayed completion and added expense. In this teleconference, you will learn how to write a statement of work that is easy to  more...

Medical Records: Responding to Subpoenas and Investigations ...d. You could be breaching the confidentiality of patients without even realizing it! From HIPAA requirements to state privacy laws, legal issues abound in the medical records arena. If you're not up to date on medical records law, your company could face serious legal and financial liability risks. Attend this teleconference and gain critical information on confidentiality, disclosure,  more...

Current Issues in Cloud Computing: Is There Sun Behind Those Clouds? ...ith cloud companies. Many may be taking substantial risks without even knowing it. This teleconference will provide a thorough introduction to cloud computing technology and discuss the key commercial and legal issues involved in doing business 'in the cloud', including contracting, security and regulatory issues, and more. This teleconference will also provide a solid introduction to different  more...

Employee Wages: Administration of Caps, Freezes, Reductions and Furloughs ... can be viable alternatives to job cuts, but they are not without legal risk. This teleconference will address the legal and business cases for compensation adjustments and provide a road map for implementing wage cuts, caps and freezes so that employers can realize their goal of cost savings without buying expensive legal claims as part of the package. This teleconference will also outline the  more...

Sales and Use Taxation of Internet Sales: The Evolving Case Law BenefitsAs federal funds available for state governments are reduced, many states are taking aggressive positions in an attempt to impose sales and use tax obligations on interstate transactions. Internet sellers face a murky and sometimes ill-defined landscape with respect to sales and use taxes that are impacted by both state law and federal constitutional principles. This teleconference will  more...

Legal Overview of Financial Records: Obtaining and Understanding the Information BenefitsMany offices today make use of paralegals or legal assistants not only in preparing documents but in reviewing them. Many attorneys rely on elementary representations of income such as the income stated on an income tax return for determining the available funds for child support and maintenance. In many cases, this may be sufficient, such as that of a W-2 wage earner. However, in those  more...

Nanotech Materials for Sustainable Buildings ...act, you won't achieve truly green, sustainable buildings without some of the products emerging from this revolution. Many nanotech products are already here and you can use them with confidence. This 90-minute, nontechnical teleconference will give an overview of how nanotech is changing the full spectrum of building materials and technologies. For instance, you will learn about stronger and  more...

Integrated Project Delivery Principles and Building Information Modeling ...l. Dialogue among the project team members is the key but without a level understanding that dialogue can fail to bring the desired results. This teleconference will help anyone on the project team to gain a better understanding of the possibilities. We will also talk about some project examples and even take a peak into the future. Learning Objectives - You will be able to repeat terms,  more...

Developing a Community Nonemergency Response System ...sistently seeking government solutions to improve service without increasing budgets. Elected officials know the quality of services can mean the difference between re-election and defeat. This teleconference will provide municipal leaders the information required to build a business case to deploy a non-emergency call center. During this discussion, we will explore conducting a cost-benefit  more...

GSA Price Reduction Clauses (PRC) in Contracts ...er pricing being offered to other categories of customers without extending the same courtesy to the federal government. It is essential that contractors understand the requirements of the PRC and have adequate procedures in place to ensure compliance. This teleconference will focus on issues relating to the GSA price reduction clause. Specific topics to be included in the discussion are GSA  more...

Fundamentals of SBA Lending: Documenting, Closing and Funding the SBA Loan ...ment. While the program can be quite profitable, it's not without its risks. Compliance with SBA regulations is mandatory to ensure success and profitability. With seismic changes occurring to the program over the last several months, it is critical to understand the new regulations and the way to make the SBA loan programs work for you. Presidents, vice presidents, branch managers, lending  more...

The Dilemma of Dealing With Bad Plans and Specs: Key Legal Concepts and Tips for Pro-actively Managing Design Errors, Omissions ...without question, critical to the success of any construction project. When the plans and specifications are clear and without significant errors or omissions, the project is much more likely to be on time and within budget. But what happens when plans are riddled with errors, conflicts or omissions? This teleconference will provide you with valuable tips for addressing your obligations, rights  more...

Developing, Managing and Analyzing a Budget: Understand and Implement an Effective Budget for Better Management and Financial De ...ning 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 environment and procedure that is a tool for  more...

Gift Acceptance Policies for Public Charities and Tax-Exempt Organizations ...without running into the 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  more...

Not in My Backyard (NIMBY): Overcoming Development Resistance ...se projects and discuss how to deal with these challenges without creating new community problems. Finally, the teleconference will spell out the specific steps necessary to turn out the troops at city hall and get citizens to stand up and say, 'I want this project in my backyard!' Learning Objectives - You will be able to describe causes of NIMBY opposition. - You will be able to explain how  more...

Providing Investment Advice to Retirement Plan Participants Without Triggering Liability ...vide 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 consultants and attorneys, as to how to comply with ERISA's rules regarding investment advice, including the new investment advice exemptions under the Pension Protection  more...

Building Green Without Losing Green: Managing Risk in Sustainable Design and Construction Contracts BenefitsRising energy costs, government mandates and market forces are combining to produce a surge of interest in sustainable development. The introduction of new green practices and processes requires a fresh review of old design and construction template agreements. In this teleconference, you will learn to identify areas of contractual risk in the green development context. You will also learn  more...

Product Development Metrics for Manufacturers: Measuring Your Productivity ...tives have facilitated great improvements in corporations without significantly benefiting most marketing, R D and product development organizations. Inventive professionals resist measurement citing that it reduces innovation and invention. R D and product development measurement practices have not changed significantly over the past 30 years, while other business functions have undergone  more...

Social Networking in the Workplace: Policies, Monitoring and Discipline Issues ...guess at what kind of conduct is permissible online; and, without effective policies in place, employers may be opening themselves to liability on a host of issues. It is therefore crucial for employers to understand their rights and obligations when dealing with employees who present such problems. This teleconference provides both the legal framework within which an employer already facing  more...

Motor Vehicle Searches: Impact of the Arizona v. Gant Decision ...nal rules that allow police to search motor vehicles even without probable cause in certain situations. One of the most significant of these rules allows police to search a vehicle without probable cause incident to a lawful arrest. Established in New York v. Belton, 453 U.S. 454 (1981), police were permitted to search the interior of the vehicle after arresting a suspect to protect officer  more...

Paperless Payroll: Essentials to a Seamless Transition ...ve the potential to be a healthy boost to the bottom line without eliminating employees. The notion of paperless payroll has come a long way since the introduction of direct deposit in the 1970's, but despite the advances, most companies are still distributing paper checks, pay advices and W2s. In this teleconference, we'll take a look at the cost saving potential of a fully paperless payroll  more...

Increasing the Effectiveness and Efficiency of Manufacturing Logistics ...ctiveness. 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 service by delivering parts in crates to assembly lines and delaying deliveries by waiting for trucks to be full, and there is plenty of evidence that this  more...

Crisis Intervention Team Training for Law Enforcement for the 21st Century ...hniques might have succeed in resolution of the encounter without use of force. Training law enforcement in CIT has existed for more than two decades and more than 400 agencies have some form of CIT. Budget cuts and depletion of manpower are often cited for not having police programs in place. With the growing population of citizens with mental illness and/or substance abuse, developmental  more...

Understanding the Language of Mold Assessment Reports ...cepting 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 clients  more...

AIA Document A312 Payment Bond Forms ...hich is the surety industry's refusal to issue such bonds without modification because of the so-called 45-Day Rule. This teleconference is designed to help personnel responsible for obtaining bonds and administering contracts avoid the pitfalls presented by use of the A312 bond form and to modify the bonds in a way that will meet their business objectives. Particular attention will be paid to  more...

Demand-Side Water Conservation Initiatives ... and provides tested, workable solutions to address them. Without demand side management the risks are costly and unmanageable impacts on the public water supply. n nLearning Objectives n- You will be able to quote specific examples of demand side management by use sector n- You will be able to formulate the benefits of demand side conservation programs n- You will be able to breakdown  more...

Understanding the New GFE and HUD-1/IA Settlement Statements nEffective January 1, 2010, all residential mortgage loan originators will have to change their loan origination forms and procedures to comply with a new rule recently adopted by the U.S. Department of Housing and Urban Development. The new rule dramatically changes both the Good Faith Estimate and the HUD-1 and HUD-1A Uniform Settlement Statements required by the federal Real Estate Settlement  more...

Cumulative Impact Claims ...ulative impact claims can also render a claim meaningless without ever getting to the merits. This teleconference will explore the nature and history of cumulative impact claims, how best to present them and how to prove damages for such claims. Common defenses to cumulative impact claims will also be discussed. Finally, a case study of one of the few cases outside of the federal arena will be  more...

Real Estate Market Studies: Critical Decision Tool or Superfluous Information? ...o suit the needs of the assignment, assist the consultant without clouding the conclusions and understand the output. You will benefit from a better understanding of what is involved in the market study process and how to ensure the most insightful results. The outcome of a market study can make or break a project - be prepared to secure the best decision-making results possible. n nLearning  more...

Multistate Sales Tax Issues for Contractors ...ices, and the taxation of intangibles such as warranties. Without an understanding of these concepts, a contractor may significantly under-bid construction projects or be subject to additional taxes, penalties and interest upon audit. This teleconference will not only review basic general rules but discuss exceptions and special applications. n nLearning Objectives n- You will be able to debate  more...

Problems and Risks Associated With Green Construction ...ments 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 green to explore some of the challenges more likely to be encountered when building green, or made more acute  more...

Challenges and Contractual Issues With Sub-Subcontractors ...th a bid process that can lock in a bidding subcontractor without any written agreement, to subcontractor form contracts that are written largely, if not entirely, in favor of the general contractor. In addition to concerns in bidding and contract formation, a subcontractor must constantly evaluate and preserve its relationship with the prime contractor on its projects. In doing so, a  more...

Current Issues in Revocable Living Trusts ...provides for a confidential distribution of family wealth without required court interference and also allows for assets to avoid probate in most jurisdictions. Using a revocable living trust allows for planning in the event of incapacity without having to formally declare a person incompetent and without requiring the opening of a guardianship proceeding. A revocable living trust can provide a  more...

Curbing Unauthorized Overtime Benefits Year after year, one of the most challenging tasks employers face is keeping track of the hours their nonexempt employees work and correctly paying any required overtime premium. When unauthorized overtime occurs, labor costs skyrocket, and businesses face a budgeting nightmare. And when employees perform compensable work off the clock, the potential overtime liability for an employer  more...