Lorman Education Services

Lorman Education Services
Lorman Education is dedicated to providing cost-effective training opportunities that meet the needs of our members and enhance their skills, knowledge, and competencies.
Please use Priority Code 16175 when registering.
Lorman Education Services began offering continuing education seminars in 1987.
Lorman Education is dedicated to providing cost-effective training opportunities that meet the needs of our members and enhance their skills, knowledge, and competencies.
Lorman Education Services is based in Milwaukee, WI, USA
A Company with a Reputation for Success
Lorman Education Services held its first continuing education seminar in 1987.
Since then, Lorman seminars have kept businesses, and the professionals who serve them, current in the rapidly changing regulatory environment. We understand your need for concise, accurate and timely information.
That understanding underlies each Lorman seminar. Lorman seminars provide you current information on the rules, regulations and best practices that impact the success of your business or the business of your clients.
Our faculty are leading professionals who work daily on the subjects they address.
Mission Statement
Lorman will lead the industry in providing the highest quality, cutting-edge educational seminars, products and information through various media.
Strategy Statement:
To fulfill our mission, Lorman is committed to:
1. Reinforcing our brand and name recognition by anticipating customer needs and fostering a mutually beneficial relationship with our faculty.
2. Conducting research and development while testing and reviewing our methods of operation in a never-ending effort to continually improve our business.
3. Setting high standards by providing employees an environment that promotes excellence, growth and teamwork.
4. Pursuing profitable growth by taking smart, calculated risks and encouraging innovative, unconventional ideas.
Value Statement:
To execute our strategy, Lorman is guided by seven core values.
* We have Passion
* We are Positive
* We have a Sense of Urgency
* We make Smart Decisions
* We are Focused
* We are Competitive
* We are Innovative Risk Takers
Cross-Border Tax Issues instructor led training : Cross-Border Tax Issues - Cross-border tax rules are confusing and numerous is your business at risk? Mistakes made in cross-border tax can result in your business incurring serious liabilities for taxes, interest and penalties. This seminar provides the perfect opportunity to get the most current information on all aspects of complicated cross-border issues. Learn from leading tax experts about the Canadian and U.S. tax rules, personal taxation and customs issues. Walk away with a real-world road map for meeting all your obligations and keeping your company in safe more...
Accountant
401 (k) Plan Audits-What to Expect of the Process : BenefitsThe idea of auditing a 401(k) plan can seem daunting and intimidating to some. In addition, as it is essentially 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 involved parties, the audit can be completed in an efficient and timely manner. Failure to complete an audit can be costly to a plan sponsor due to a late filing of more...
A Tax Primer on Real Estate Investment Trusts instructor led training : nMore than $375 billion are invested in approximately 180 publicly traded real estate investment trusts (or REITs). In addition, billions more are invested in privately held REITs. This teleconference will provide an introductory summary of the tax requirements REITs face in their formation and ongoing operations. You will develop a basic understanding of REITs through this program. The teleconference will cover the basic organizational requirements REITs face, the ongoing asset and income tests REITs must meet, how REITs operate while maintaining tax compliance, and UPREIT and DOWNREIT structures.
Accounting for Off-Balance Sheet Items Update : BenefitsFor years, the Financial Accounting Standards Board, the SEC and others have wrestled with how companies should report their involvement with special-purpose vehicles and transactions with such entities in their financial statements. Frequently, these issues are mentioned in the context of structured finance or asset securitization or, more broadly, as off-balance sheet financing. The recent financial crisis elevated concerns about the adequacy of the accounting and reporting standards for these transactions and structures. In June of 2009, the FASB issued two more...
An Introduction to L3Cs: Low-Profit Limited Liability Companies : BenefitsThe current state of the economy has left many charities and businesses, all with great intentions, struggling for financial support. These organizations need to re-evaluate their business models to successfully adapt in this economic climate. This teleconference will provide advisors and business owners with a broad overview of a new hybrid for-profit/nonprofit business model: the low-profit limited liability company or L3C. Presenters Cass Brewer and Jeff Woodward will discuss the unique attributes of these entities, especially more...
Buying and Selling Partnerships, LLCs and Other Similar Entities instructor led training : BenefitsCorporations and alternative entities have distinctly different frameworks for defining the tax, economic and management rights and obligations of their equity owners. But oftentimes business people and their advisors structure and negotiate purchases and sales of equity interests in alternative entities using concepts from the corporate model. Failing to account for the differences between the corporate model and the alternative entity model may result in transaction documents that do not accurately reflect the parties' intent and may result in unexpected, adverse tax consequences to the parties. This teleconference will identify some of the major more...
Circular 230 Update and Practitioner Regulation: Expansion of Scope and Clarifications : BenefitsTax preparers and advisors are increasingly burdened with expanded regulation and penalty exposure for themselves and their firms or institutions. Tax departments have moved from being a profit center to being a center for risk management. This teleconference will help you understand the current requirements and risks for tax preparers and advisors. The teleconference will cover the obligations of both the individual tax preparer or advisor and the obligations of the preparer or advisor's firm or institution. Accountants, CPAs, tax professionals, CFOs, controllers, presidents, vice presidents, estate and financial planners, bookkeepers, enrolled agents and attorneys
Current Tax Implications of Repositioning Real Estate : BenefitsIn a declining real estate market, more building owners and developers are concerned about the tax consequences associated with foreclosures, deeds in lieu of foreclosure, short sales and debt restructuring. Often, the tax consequences associated with these transactions can be difficult to determine. This teleconference will help you advise your clients on the income tax effects of restructuring debt or disposing of property in zero equity transactions. Accountants, tax managers, CFOs, controllers, real estate professionals, developers, building owners and managers, presidents, vice presidents, enrolled agents and attorneys
Dissolving Business Entities : BenefitsBecause liquidations of entities occur infrequently, many legal and accounting practitioners and owners or officers of entities have not focused on the mechanics of how state law dissolutions and liquidations work with respect to corporations, partnerships and limited liability companies, nor on the federal income tax consequences associated with such liquidations. This teleconference will help you become familiar with the basic state law mechanics with respect to dissolutions and liquidations and the federal income tax risks, differences and opportunities associated with dissolutions and liquidations. This teleconference will help you become familiar with liquidating corporations, more...
Divorce Taxation: Practical Issues : BenefitsMost divorce cases have significant tax ramifications to your client. This live audio conference provides the skills to identify them before they create a problem for you and your client at settlement. We will begin with the recent changes to the tax law and provide a key road map in navigating the numerous pitfalls that may appear in your case. Whether it is when your client may qualify for innocent spouse relief or how to identify the potential for alimony recapture we will teach you analytical thinking as it relates to equitable distribution and identify the potential taxation of certain property as well as an overview of how to identify which assets need further analysis.  more...
Enhanced Foreign Asset Reporting Rules for 2011: An Update on FBAR and FATCA Requirements : BenefitsFor the past three years, much attention has been focused on offshore bank accounts and the obligation of U.S. taxpayers to report such accounts on the much-heralded Report of Foreign Bank and Financial Accounts or 'FBAR' form. The FBAR rules require taxpayers to annually report whether they have a financial interest in, or signature or other authority over, foreign bank accounts, and impose substantial civil and criminal penalties for failing to do so. On the heels of the U.S. more...
Federal Tax Classification of Series LLCs instructor led training : BenefitsThe series LLC may be the solution to many issues that confront federal tax practitioners on a daily basis. For example, the series LLC is very useful in situations where long and expensive regulatory processes are involved with a new state law entity. The series LLC also can be used in asset backed securitizations in place of business trusts in those states that treat single member LLCs as disregarded entities but do not treat business trusts as disregarded. It can also be useful for estate planners to avoid multiple LLCs when the senior generation wants different treatment and ownership for their more...
Final Regulations on Shareholder and S Corporation Debt : BenefitsThis teleconference will discuss the IRS' recently issued final regulations which limit the use of open account debt to pass-through S corporation losses to shareholders. Prior to these new regulations, taxpayers avoided recognition of income on the repayment of open account debt with reduced basis because of prior loss pass-throughs. We will discuss how these new regulations limit the use of open account debt and techniques to mitigate these limitations. Accountants, CPAs, CEOs, presidents, vice presidents, CFOs, controllers, business owners and managers, enrolled agents and attorneys
Fundamentals of Section 382 : BenefitsOne of the most important assets of a development stage company can be its federal 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 provide a practical overview of the Section 382 rules while highlighting current topics. This live audio more...
Getting Advice from the IRS: Letter Rulings, Pre-Filing Agreements, TAMS and GLAMs : BenefitsMany times clients must have certainty as to the federal tax consequences of a proposed transaction - and while tax opinions are helpful, they do not provide the certainty of qualified advice from the IRS. This teleconference is designed to discuss how, when and why to seek qualified written advice from the IRS, normally in the form of a private letter ruling request, a review of the ruling requirements set forth in Rev. Proc. 2009-1, what is not covered by a private letter ruling, the benefits of a pre-filing conference prior to the actual filing of the ruling request, as well as more...
Google Analytics for Accountants: How To Measure Online Marketing and Website Performance : BenefitsAre you really getting the most out of Google Analytics? Are you leveraging Google Analytics to its fullest potential? This audio conference will teach you about some of the critical features you can use to better understand the performance of your website and marketing initiatives, and the needs of your visitors. We'll begin with a review of some basic configuration settings you should have, discuss key metrics for your site and how to track conversions in Google Analytics. We'll discuss marketing campaign tracking and how to measure different marketing activities (email, paid search, etc.), then dive more...
Independent Contractor Reporting instructor led training : BenefitsIndependent contractor status has distinct advantages for companies and workers, and continues to grow in popularity. However, as independent contractor relationships have become more common, the risks have become more apparent as well. This teleconference will help you understand how independent contractor status is determined for tax, EEO state law and other purposes, including in PEO and other multiparty situations; the advantages and disadvantages of independent contractor status for both the company and the worker; and how to handle disputes over independent contractor status when they arise. Getting more...
Investing IRAs and Qualified Plan Rollovers in Real Estate, Franchises, Start-Ups and Other Private Investments - Techniques and instructor led training : nA growing number of IRA owners and recipients of qualified plan rollovers have sought to take control of their own investments by investing directly in real estate and small businesses that they may intend to manage or otherwise be personally involved in. This trend has accelerated in recent years as syndicators, entrepreneurs, private fund managers and franchisors have come to view IRAs and qualified plan rollovers as sources of capital. This raises significant policy and enforcement issues for government regulators, especially with the advent of large more...
Like-Kind Real Estate Exchanges in Washington : BenefitsAvoid problems and gain practical knowledge on like-kind exchanges today. A like-kind exchange can be a big money saver - it enables you to exchange one real estate investment for another and to potentially defer taxes. But you must know how to safely structure these exchanges to avoid adverse tax consequences. Attend this cutting-edge seminar and hear from our expert faculty how to buy, own and dispose of real property. You will gain a better understanding of key real estate investment concepts - and the tools to use those concepts to your advantage. Protect your organization by staying updated on trends in documentation, as well as cutting-edge legal issues more...
LLCs, LLPs and Partnerships: Organization and Operation instructor led training : Benefits strong Steer clear of the common pitfalls that plague business entities. /strong Choosing the proper form of business entity is crucial to the success of a new business, and more and more small businesses are choosing entity options such as LLCs and LLPs. Unfortunately, many businesses are unprepared for the legal and tax consequences associated with these entities. Attend this seminar and get the information you need to make informed decisions regarding forming, operating and terminating noncorporate business entities. Learn how to effectively more...
Navigating Form 1041 instructor led training : 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 how to properly prepare Form 1041 for probate estates and simple and complex trusts. Learn what is taxable to and deductible by a fiduciary entity. Discover the required allocation rules concerning depreciation and more...
Overview of Entity Structures, Allocations and Schedule K-1 Preparations for Pass-Through Entity Structures : Benefits strong Avoid costly mistakes in K-1 reporting! /strong The Internal Revenue Service's Schedule K-1 Matching Program has brought increased attention to the importance of properly preparing the Schedule K-1 and then properly interpreting and reporting the information on the taxpayer's tax return. This seminar will look at the tax rules applicable to partnerships, LLCs and S more...
Partnerships and Section 704(c) : BenefitsMany tax professionals and investors in partnerships, LLCs and other entities treated as partnerships struggle with the concepts and the operating rules that apply to Section 704(c). These rules potentially apply whenever property is contributed to such an entity or are distributed from such an entity. The regulations under Section 704(c) provide a very flexible but very complicated set of rules for required allocations that apply to contributions property to or distributions property from an entity that is treated as a partnership. This audio conference is designed to help the drafters of the basic more...
Preparing for the International Financial Reporting Standard instructor led training : BenefitsOn November 14, 2008, the SEC released its proposed road map for the adoption of IFRS in the United States. About the same time, leaders from the G20 countries at a financial summit in the United States issued a statement which, among other things, confirmed the leaders' support for developing a single set of high-quality global accounting standards. Both of these events represent progress toward the adoption of IFRS in the United States. more...
Proactive Fraud Prevention Measures : BenefitsThis live audio conference will discuss the basic fraud components to include the elements of the 'fraud triangle' - opportunity, financial pressures/incentives and rationalization. We will also review the warning signs of fraud and proactive fraud measures to include the importance of internal controls to aid in fraud deterrence. This live audio conference is designed for CFOs, controllers, accountants, accounts payable professionals, CPAs, tax managers, bookkeepers, enrolled agents, business managers and owners, presidents, vice presidents and attorneys.
Protect and Collect - The Effective Use of Engagement Letters : BenefitsToday's economy finds companies in every industry, including professional service firms, looking at best practices to keep revenues steady and to decrease liability. The collection process has become more burdensome as cash flow tightens across the country. With more and more lawsuits arising against professional service providers and their firms, law firms, accounting firms and even bookkeeping/tax services are not immune from legal liability. To avoid these growing problems, one of the best places to start is literally at the beginning - with the engagement letter. Accountants, CPAs, controllers, attorneys, more...
Real Estate Income Tax Issues instructor led training : BenefitsThis teleconference will address valuable planning techniques and recent developments concerning the income taxation of real estate, including issues applicable to partnerships and LLCs holding real property. You'll learn about capital gains strategies, like-kind exchanges, tenancies in common, how to structure transactions when some partners want cash and others want tax deferral, and recent regulations, all within the context of current real estate investment and disposition transactions. Attend this teleconference and stay apprised of these tax developments, as well as learn valuable tax saving strategies in real estate taxation. Accountants, more...
Recent Developments in Material Participation for LLCs and LLPs : BenefitsThe IRS has been actively auditing and disallowing losses claimed by owners of businesses organized as limited liability entities on the grounds that the owners do not materially participate in the operations of the business. The critical element of the IRS's attack is that members of a limited liability entity are, under applicable treasury regulations, equivalent to limited partners in a limited partnership and must pass a more restrictive test to establish that they materially participated in the operations of the business. A series of recent cases has uniformly rejected the IRS's attacks under varying theories and more...
Recent Trends in CPA Technology : BenefitsTechnology has totally transformed the way CPA's do business. In this teleconference, we will highlight recent trends in the technologies that play an important role in how we do business today. Whether you practice in public, private, education, government or in any other role, this program will give you some insight as to where technology is at and where it will be tomorrow. This teleconference will provide you with the knowledge that you need to make the right decision when it comes to new technology deployment. Accountants, tax managers, CFOs, controllers, executives, business owners and managers, more...
Restructuring: Changing Your Choice of Business Entity instructor led training : nEach business goes through various stages of its life cycle as it grows. The plans of its owners change, and management succession and exit strategies become more immediate concerns. As a result, initial tax and state law decisions need to be revisited, and when warranted, consideration of changes to a company's tax and legal structure may be advisable or necessary. This teleconference will provide you with a review the various alternative legal and tax structures, and the strategies and consequences of altering the company structure to meet current and future business needs.
S Corporations: How to Avoid Common and Often Overlooked Pitfalls (Simple to Complex) instructor led training : BenefitsAs many practitioners will attest to, there are many pitfalls when S corporations are involved. This teleconference will identify the most common pitfalls, such as not properly maintaining earning accounts, ineligible shareholders, the one class of stock principle, invalid or missing S corporation elections and built-in gain. You will not only learn how to identify these pitfalls, but you will also get practical tips on dealing with them. This teleconference is designed for accountants, CEOs, presidents, vice presidents, CFOs, controllers, attorneys, financial planners, business owners and enrolled agents.
Sarbanes Oxley 404 Requirements Update : BenefitsWith the SEC's decision not to extend the 404 filing deadline for nonaccelerated filers, the PCAOB's issuance of AS5 and the SEC's publication of Section 404 interpretive guidance, management from both accelerated and nonaccelerated filers are diligently working to assess the impact on their company's compliance requirements. This teleconference helps you understand how to effectively prepare managements assessment of internal control over financial reporting using the SEC's recently published interpretive guidance and more...
Schedule C Reporting Update : BenefitsAccording to IRS statistics, more than 22 billion Schedule C forms are filed each year. Many of these represent small, often home-based, businesses. However, a large number also represent large, full-time business enterprises. It is not surprising that with such a large vast array of different types of businesses, Schedule C filers are frequent targets of IRS audits. This teleconference will review the basics of a Schedule C and move on to the proper reporting of income and expenses. We will conclude with a discussion of two new pieces of legislation - the HIRE Act and more...
SSARS 19: Compilation and Review Standards Update : BenefitsStatements on Standards for Accounting and Review Services No. 19 is effective for all periods ending after December 15, 2010. This statement is the most comprehensive rewrite of the standards for compilations and reviews since the original SSARS No. 1 issued in 1978. All CPAs performing compilation and review services will have to comply with these new engagement standards for year-end 2010 financial statements. more...
Strategies in Representing Clients Before the IRS : BenefitsThis teleconference is designed to summarize the important strategies to keep in mind when representing clients before the Internal Revenue Service. Tax exams are an every day occurrence. It is important to conduct them professionally and efficiently while at the same time presenting the taxpayer's position in the best possible way. Accountants, CPAs, attorneys, tax professionals, CFOs, controllers, presidents, vice presidents and enrolled agents
Successfully Maneuvering the Tax Maze of Amortization Rules instructor led training : nEfforts to simplify the rules on capitalization and amortization of intangible assets and benefits have resulted in a few lengthy sets of regulations that are often not easy to remember or apply. This teleconference provides a framework for identifying and applying the tax rules for the acquisition and creation of intangible assets, as well as costs to facilitate such transactions. Special expensing rules, identifying and fixing accounting method errors, and the treatment of business acquisition costs and start-up expenditures will also be covered. Recent developments as well as expected guidance and possible legislative changes are discussed. Finally, the treatment of selected intangibles under IFRS is explained along with the tax significance.
Tax and Practical Aspects of Business Succession Planning instructor led training : nClosely held family businesses are often as important to the owners of that business as are their own children. With business failures increasing in today's economic environment, the importance of a well planned, dynamic and long-term succession plan is vital to the continuation of the family business as it is passes from generation to generation. Tax considerations are one part of that plan, but should not take priority over sound business or family considerations. This teleconference will examine the elements of an effective succession plan, some of the reasons for failure of the plan and common solutions that may be implemented to help the plan succeed. The more...
Tax Benefits and Considerations for Contributions of Inventory and Other Assets by Business Entities : BenefitsMany business entities and individuals wish to support the mission and programs of important charitable organizations with gifts of inventory and other assets. This live audio conference will review the unique considerations and rules governing the tax benefits for gifts of inventory and other assets. Applicable IRS publications and forms will be shared and explained. This live audio conference is designed for accountants, CPAs, CEOs, presidents, vice presidents, CFOs, controllers, business owners and managers, enrolled agents and attorneys.
Tax Implications for Foreign Operations : BenefitsForeign operations can present a significant opportunity for a company, but can also raise a number of legal and tax issues. Proper planning in establishing foreign operations, and an understanding of the ongoing disclosure and other requirements they entail is essential to avoiding difficulties down the road. This live audio conference will provide participants an overview of the issues (and highlight some potential pitfalls) attendant to establishing foreign operations, repatriating their earnings and keeping compliant with U.S. disclosure requirements. This live audio conference is designed for accountants, attorneys, presidents, vice presidents, controllers, tax managers, business owners and managers, finance executives, directors, bookkeepers, enrolled agents and attorneys.
Tax Implications for Foreign Operations : BenefitsForeign operations can present a significant opportunity for a company, but can also raise a number of legal and tax issues. Proper planning in establishing foreign operations, and an understanding of the ongoing disclosure and other requirements they entail is essential to avoiding difficulties down the road. This live audio conference will provide participants an overview of the issues (and highlight some potential pitfalls) attendant to establishing foreign operations, repatriating their earnings and keeping compliant with U.S. disclosure requirements. This live audio conference is designed for accountants, attorneys, presidents, vice presidents, controllers, tax managers, business owners and managers, finance executives, directors, bookkeepers, enrolled agents and attorneys.
Tax Planning and Guidance for Business Travel and Entertainment Deductions : BenefitsLearn the specifics of documenting business travel, meals and entertainment expense to ensure you can take full advantage of the deduction allowed under the federal tax code. Ensure that your records will stand the test of a tax audit. Fine tune your understanding of when an employee's meal is 100% deductible and when it is only 50% deductible. Understand when foreign travel is deductible and the limitations on personal travel and entertainment mixed with business travel and entertainment. This live audio conference is designed for accountants, CFOs, controllers, accounts payable professionals, tax managers, presidents, vice presidents, bookkeepers, enrolled agents and attorneys.
Taxation and Accounting Conflicts of Interest : BenefitsAccountants working in various disciplines have been involved in litigation resulting from or exacerbated by a conflict of interest or the appearance of a conflict of interest. Failure to identify an actual or potential conflict of interest and to disclose or avoid it can lead to expensive legal fees, loss of a client or employment, a claim against malpractice insurance, bad publicity, or an unflattering and enduring case study in a business school textbook. The absence of any conflict of interest is a prerequisite to achieving the professional integrity, objectivity, and independence required by various rules regulating the professional conduct of an accountant. Rules more...
Tenancies in Common - Legal and Practical Issues instructor led training : nDuring the last five years, the tenant-in-common offering industry has grown to approximately $5 billion in annual equity raised. While specific data is hard to find, industry experts estimate that between $10 billion and $12 billion has been raised and spread across more than 2,000 offerings. In the last year, the number of materially under-performing TIC transactions has increased. As the commercial real estate market worsens, more workouts will be likely. This teleconference is aimed at helping those who have an interest in the property which is the subject of the TIC transaction consider the various issues affecting distressed TIC more...
The Foreign Tax Credit Provisions of H.R. 1586: Practical Implications : BenefitsThis audio conference will cover the restrictions on the foreign tax credit recently enacted by Congress in H.R. 1586. You will learn the purpose, scope, and structure of these restrictions, as well as a sense of their limitations, and unresolved questions and potential answers. Examples will be used to explore the practical implications of the new rules to enable you to spot issues relevant to your clients or to your organization in anticipation of the upcoming filing season. This audio conference is designed for accountants, tax managers, controllers, CFOs, bookkeepers, business owners and managers, presidents, vice presidents, enrolled agents and attorneys.
Understanding Business Valuations From Purpose to Product instructor led training : BenefitsThe business valuation field is widely fragmented with a variety of specialized services, appraiser credentials, business valuation standards and business valuation deliverables. For this reason, the business valuation methods employed, products delivered and prices charged can vary widely depending on the purpose of the business valuation and the appraiser or firm engaged. Therefore, it is very important for consumers 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 more...
Understanding the Apportionment Rules for Service-Based Businesses instructor led training : BenefitsApportionment of income for state tax purposes is 'where the rubber meets the road.' That is to say, the complex and varied rules for determining a taxpayer's state income tax apportionment percentage can provide opportunities - with careful 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 personal property. Thus, more...
Understanding the Basics of Lean Accounting : BenefitsAs mid level manufacturing firms migrate to advanced manufacturing processes, they have become uncertain 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 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 more...
Understanding the GAAP Codification Update instructor led training : BenefitsThe official launch of the FASB Codification began on July 1, 2009. On that date the codification became the official single source of authoritative nongovernmental U.S. GAAP. The codification will be effective for interim and annual periods ending after September 15, 2009. The codification will supersede existing FASB, AICPA, EITF and related literature, which means there will no longer be a GAAP hierarchy. Instead, there will only more...
Understanding the New Penalties for Tax Preparers instructor led training : nSignificant changes have been made to the preparer penalty of IRC §6694 since 2007. The standard of care needed to avoid the penalty has been raised, the penalty is greater and the reach of the penalty is broader. In addition, there are various other penalties and rules of conduct you must be aware of and new guidance has been issued in several of these areas in the past year. It is imperative that you understand these penalties and have systems in place to prevent them from being imposed. This teleconference will focus on the preparer penalty, how and when it applies, how the IRS assesses it and tips more...
Understanding the Role of the Trust Protector instructor led training : BenefitsThink of how far society and trusts have evolved in just the last 100 years. How can we anticipate what changes lie ahead of us from both a tax and nontax perspective? Is the movement toward multigenerational trusts pushing the planning horizon many years past the point most estate planners were trained to envision? This teleconference will identify those unintended consequences and discuss how designing a trust with a trust protector, or an equivalent role and function, can protect against or deal with many of those problems. We will discuss the pioneering concept of rigid flexibility, offer illustrations of eight potential situations where a trust protector could be more...
Using Social Media to Grow Your Accounting Firm : BenefitsSocial media is all the talk these days but can it really help businesses grow? In this teleconference, you will learn how companies large and small, including other accounting firms, are using Facebook , LinkedIn , Twitter and other platforms to actually generate new business. Whether you are new to social media or a seasoned netizen, you will get practical tips you can use to enhance your firm's online presence. FACEBOOK is a registered trademark of Facebook, Inc. and this event is not sponsored by or more...
Why Everything You Know About Roth Conversions May Be Wrong : BenefitsLearn to capture your share of the multi trillion dollar IRA rollover marketplace. Most advisors have been ambivalent at best about the Roth conversion. This live audio conference will give you clarity so that you can recommend specific, accurate advice to your prospects and clients. This live audio conference is designed for accountants, presidents, vice presidents, controllers, CFOs, tax managers, business owners and managers, enrolled agents, benefits directors and attorneys.
Banking
Are You Prepared for the Financial Institution Record Match Program? : BenefitsThe State of California enacted legislation (California Revenue Tax Code 19266) that will impact virtually every bank, credit union, thrift and brokerage firm doing business in California. This new program will place a new burden on financial institutions in order to help the state collect delinquent taxes. Financial institutions should start consideration of the FIRM Agreement and how to comply with the FIRM requirements. more...
Assessing and Avoiding Lender Liability Claims: Don't Let Borrowers or Guarantors Turn the Tables instructor led training : BenefitsContinued economic uncertainty and unrest in the credit markets has resulted in a dramatic increase in loan defaults and corporate bankruptcy filings. These events have precipitated a resurgence of lender liability claims as borrowers, guarantors and bankruptcy trustees have become more aggressive in asserting such claims in an effort to increase their leverage in workout negotiations and to augment the recovery of unsecured creditors in bankruptcy cases. In this difficult environment, lenders and their counsel need to pay close attention to the legal and practical implications of lender liability claims and be able to distinguish those claims that more...
Bankruptcy Preferences instructor led training : nLenders, borrowers, vendors and purchasers alike all risk receiving a notice from a bankruptcy trustee demanding a return of funds, legitimately paid out by the debtor, as a preference. Attorneys representing debtors, trustees and creditors must be intimately familiar with the elements required to prove a preference and as well as to defend against one. This teleconference will provide an in-depth analysis of the elements, defenses and procedure involved in litigating preference actions.
Bankruptcy Section 363: Purchasing Distressed Assets : BenefitsCurrent and expected future economic conditions portend an increase in the sale of distressed assets out of bankruptcy due to the increase in financially distressed and overleveraged companies. Lower valuations for both public and private companies, the limited access to growth capital for potential sellers and the build up over the last couple of years of 'dry powder' at investment funds present a perfect combination of increasing buy-side demand and seller-side supply creating conditions for a frothy future market for distressed sales and acquisitions. You will come away with a command of the process and significant benefits and opportunities presented in a more...
Basel III Regulatory Update : BenefitsFollowing the financial crisis that began in 2008, international banking regulators have been working together to increase the stability and resiliency of the global financial system. The Basel III Accord is a cornerstone of that international initiative. The Basel III Accord, which represents the Basel Committee on Banking Supervision's proposals for capital and liquidity requirements for banking institutions, were formally endorsed by the G-20 in November more...
Challenges and Rights of the Subordinate Debt : BenefitsEven with the ongoing credit crisis, providing forms of subordinate debt can be a lucrative business model. However, the higher pricing and upfront fees come with substantial risk. If a subordinate lender can adequately review those risk factors and can hedge against them, a portfolio of subordinate debt can be a successful one. This teleconference will explore the potential risks of making subordinate loans, bankruptcy considerations and how to diligence a prospective borrower. In addition, it will explore the various forms of subordinate debt and will review the ultimate hedge for subordinate lenders, the intercreditor agreement. Attorneys, presidents, vice more...
Collateral Valuation in the New Economy : BenefitsThe turbulent economy 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 understand how to deconstruct them to reveal the key factors in determining value. Collateral valuation today is less a function of appraisal methodologies than it is a legal exercise for structured finance and creditors' rights attorneys. In this audio conference, three more...
Commercial and Real Estate Loan Documents: More Than Just Papers instructor led training : Benefits strong A sour economy can mean increased scrutiny in lending - are your loan documents up to the challenge? /strong Gain the confidence that can only come from secure, well-drafted loan documentation. Attend this convenient one-day seminar and get the tools you need to make sure you can still recover your money when payments stop coming. Learn to make the ironclad loan documents that will go a long way in protecting your organization in these shaky financial times. You will get tips on performing thorough due diligence, addressing key collateral issues - even avoiding the errors that lead to uncollectible loans. When you sign up for this seminar, more...
Commercial Foreclosure Due Diligence Checklist: What to Do Before, During and After Foreclosure : BenefitsWhen a commercial mortgage loan becomes troubled, even before it goes into default, the parties must quickly confront a number of issues. For the lender, it is imperative that it conduct a due diligence review of its file, the loan and the collateral as soon as possible. Should the default not be cured or the parties not be able to restructure the loan, the lender faces the options of foreclosing on the property, taking a deed in lieu of foreclosure or exercising other remedies that may be available to it. But these steps pose additional concerns that the lender must address, including potential lender liability claims. In addition, the borrower may file more...
Commercial Lender Liability : Benefits strong Lender liability claims are rising - learn how to defend and prevent them. /strong Attend this seminar and learn how to recognize and successfully avoid lender liability pitfalls. As a result of a record number of bankruptcies, foreclosures, and loan defaults, lenders have found themselves subject to close scrutiny with respect to both their loan documentation and their relationship with borrowers. This seminar will teach you how to successfully recognize and handle lender liability issues. Register today and get a comprehensive overview of current developments in lender liability and take away information that will save your company more...
Commercial Lending Opinion Letters: Rights, Obligations and Expectations : BenefitsCommercial lenders routinely require a borrower's lawyer to deliver a legal opinion at the closing of the loan transaction. The borrower has to pay for this but rarely believes that the exercise provides any benefit to the borrower. If the legal opinion is not negotiated until the end of the transaction, or if the borrower's lawyer and the lender's lawyer cannot agree on some element of the opinion, it often becomes a sticking point at the last minute, exacerbating the borrower's frustration. How should a borrower's lawyer deal with the opinion requirement to ensure that the process is handled efficiently and (relatively) inexpensively? This more...
Commercial Loan Documentation : BenefitsAs commercial loan documentation has become more complex and hundreds of pages long, many loan officers and counsel have found it difficult to adequately review the documentation. This live audio conference will provide you with a comprehensive understanding of drafting and reviewing the key provisions of a credit agreement. You will also gain insight into typical collateral documents and working knowledge of which agreements should be used for a variety of collateral types. Get valuable tips on navigating complex commercial loan documents and understand the key components of a credit agreement, as well as current trends in documentation. This live audio conference will navigate more...
Commercial Real Estate Finance in Challenging Times instructor led training : Make the deal happen even in a shaky economy - avoid the mistakes that kill commercial real estate transactions. These are not just hard times, but perhaps the hardest times we've seen in our careers - take this opportunity to sharpen your skills and confidently handle real estate financing. Attend this seminar and gain the tools you need to make an educated decision in any challenge. Today's volatile real estate market means tighter lending rules, fewer finance options and even less room for error. Find out how to navigate through these troubled times - register for this vital seminar and discover how to make each transaction a success. Benefits for You - Learn the 10 more...
Complying With Federal Mortgage Lending Laws instructor led training : Benefits strong Concerned about how mortgage lending is changing - and how this affects your practices? /strong Register for this information-packed seminar and get a win-win approach to complying with mortgage lending laws in today's changing market. Hear about the latest changes to Pennsylvania mortgage originator laws. Get all your toughest questions answered regarding developments in mortgage financing. Find out how you can prosper in spite of complex laws and changing federal and state legal standards. We will show you how to overcome any obstacles you may encounter - including ethical more...
Current ERISA Fiduciary Issues for Financial Institutions : BenefitsFinancial institutions have long been faced with difficult and complicated issues under ERISA's fiduciary rules. The current economic downturn has given rise to a new round of legislative and regulatory initiatives regarding ERISA's fiduciary rules and has more generally affected the manner in which ERISA may affect financial institutions. In addition, the regulatory environment continues to evolve, apart from any impact from the present economic climate. Our panel will give the insider's view of ERISA fiduciary issues affecting financial institutions in this new economy and evolving regulatory world. Among the topics more...
Current Issues in Construction Lending instructor led training : nIn view of the downturn in construction lending activity nationwide and the inability to sell developed lots, completed homes, condominiums and to lease-up commercial buildings, the focus of bankers has shifted to portfolio management as opposed to new business development. With this in mind, this teleconference will review loan portfolio techniques and strategies required to stay on top of troubled borrowers who cannot sell their products. Some of the techniques include performing adequate interest carry analysis, understanding your rights afforded in the Construction Loan Agreement, identification and measurement of more...
Current Issues in Real Estate Appraisals instructor led training : BenefitsThe worst of the financial crisis and recession appears to be over, but where are we in terms of current market conditions for various property types and how does this relate to the valuation process? What is an evaluation versus an appraisal and what impact might they have on the lending community and appraisal industry? What are key issues in appraisals and ways of looking at risk? This live audio conference will provide a current market overview with a focus on market trends and the recovery phases of different asset types. One of the hottest topics in appraisal today by lenders and appraisers relates to evaluations versus appraisals. We will define an evaluation, when more...
Current Trends in Green Lending instructor led training : nDon't let the housing market slow down get you down. Learn an exciting new business opportunity while aiding the environment. Green lending, also known as Energy Efficient Mortgages, have been around for more than decade but have been seldom used. With the growing concerns over the nation's addiction to imported oil and climate change there is a new push to create a greater market demand for this feature. This teleconference will help you poise to take advantage of the green revolution. It will explain the basics of green lending and the federal government's effort to promote it. It will explore what the future market for green lending is and what products will be available. n
Designing Effective Interest Rate Risk Management in Turbulent Times instructor led training : nThe current market has created 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 common tools in use today by bankers for the management of interest rate risk and 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 more...
Document Retention and Destruction Policies for Financial Institutions instructor led training : BenefitsFinancial institutions too 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 live audio conference will help you navigate the complex universe of document retention rules. Perhaps more importantly, however, this audio conference will explain the necessity for a vigorous document destruction program. Consistent management of documents reduces litigation exposure and regulatory more...
Dodd-Frank Wall Street Reform and Consumer Protection Act: The Overhaul of the U.S. Financial System : BenefitsThe Dodd-Frank Wall Street Reform and Consumer Protection Act signed into law by President Obama overhauls the United States financial system. This legislation will affect every corner of the financial services industry. Learn how this legislation is likely to affect you. This teleconference will review many important aspects of the Act, including the new Financial Stability Oversight Council, new resolution more...
Due Diligence Considerations for Participation Loans instructor led training : BenefitsAn increasing number of commercial loans are syndicated or participated, and an increasing number of lenders sell interests in loans they originate or acquire interests in loans originated by other lenders. This audio conference will explore loan assignment and participation transactions from the perspective of the originating lender and the assignee or participant. You will learn about the nature, purposes and documentation of these transactions; basic due diligence considerations affecting each party; and loan administration and enforcement issues that arise during the term of a syndicated or participated commercial loan. This audio conference is designed for more...
Enabling Loan Processes with Paperless Files instructor led training : nLenders today face a variety of challenges - loss mitigation, fraud detection, audit compliance, underwriting and risk mitigation; and access demands on loan documentation are greater than ever. This teleconference will help you understand the benefits and potential pitfalls of paperless loan files, the considerations that must be made in choosing and implementing paperless systems, and the ways to maintain the highest document quality 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. more...
Fair Lending Compliance Developments and Trends : BenefitsBy attending this teleconference you will learn about recent litigation and federal regulatory guidance concerning fair lending issues in mortgage servicing, including mortgage modifications and home equity credit line reductions. The speaker will review recent regulatory guidance concerning adverse action notice requirements for mortgage modifications, and ability to repay mortgage loan underwriting requirements. In addition, you will learn about recent state and municipal litigation seeking damages and other redress from lenders initiating foreclosures, and recent reverse mortgage loan developments. In order to successfully complete this course, attendees must be more...
FCRA and FACT Act Regulatory and Litigation Update 2009 instructor led training : nIn the last year, new federal rules under the Fair Credit Reporting Act and Fair and Accurate Credit Transactions Act have become effective. These rules restrict cross-marketing by financial institutions and other companies; impose new requirements on companies that use credit reports; and require lenders and others to establish new fraud prevention programs. In addition, a spate of federal court decisions interpreting the increasingly complex provisions of the FCRA and more...
FDIC's Role When a Financial Institution Fails: What Businesses and Bankers Need to Know instructor led training : nThe FDIC is modernizing its current business processes and procedures for determining deposit insurance coverage in the event of a failure of one of the largest insured depository institutions. This teleconference will provide you with information on the complex rules governing FDIC insurance coverage and how to maximize FDIC coverage. The coverage rules, the new rules recently passed and strategies that can be employed for maximizing coverage will be discussed.
Florida Documentary Stamp Tax Update : BenefitsLenders and real estate professionals operating in Florida for the first time (and oftentimes seasoned Florida practitioners) are forced to deal with the sometimes confusing imposition of the Florida documentary stamp tax. Florida documentary stamp taxes are imposed on loan transactions and real property transfers taking place in Florida. This teleconference will provide a discussion regarding a significant change occurring last year relating to transfers into related entities, issues which must be taken into account in connection with loan workouts and foreclosures, and reminders of the basic rules governing estates and trust transfers.  more...
Forbearance Agreement Fundamentals : BenefitsWith so many commercial loans in default (and many predicted to become defaulted in the coming months), borrowers and lenders are struggling to find negotiated solutions to defaulted and distressed loans. A negotiated solution may prevent an enforcement action with attendant costs, 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 a forbearance more...
Foreclosure and Related Issues instructor led training : Benefits strong Foreclosure without fear - build confidence in foreclosure and repossession. /strong Get the no-nonsense tips you need for fast and effective foreclosures and repossessions during this economically uncertain time period. At this up-to-date seminar, you'll find out how to stay afloat in light of increased foreclosures in Hawaii and throughout the nation. Register today to learn all the essentials - seizing assets, complying with laws and regulations, and dealing with bankruptcy. Our foreclosure experts will help you stay ahead of the curve in this area of growing legal and financial concern. more...
Foreclosure and Workout of Commercial Mortgage Loans in New York : BenefitsWhile legal business is down in some areas, one practice area which is booming is New York's foreclosure and workout of commercial mortgage loans. New York foreclosures are becoming more complex and hard fought. From the massive foreclosure of Stuyvesant Town, to the highly-publicized foreclosure of One Madison Park, to the complex foreclosure of the Manhattan property where a crane fell, in March of more...
Fundamentals of SBA Lending: Documenting, Closing and Funding the SBA Loan instructor led training : BenefitsAs credit standards have tightened, government guaranteed loans have provided strength to credit facilities. Small business administration loans give lenders the opportunity to make loans with the backing of the SBA, but they can be complicated for the bank. The live audio conference will walk you through the details you need to know to prepare successful SBA loans. If an SBA loan is not properly documented, closed and serviced, it could lead to a partial or full denial of the guaranty in the event of a default. You will learn who's eligible for loans, the different programs available (more...
Hot Topics in Native American Financing 2011 : BenefitsHear the latest legal news and developments on the following topics: 1) principal practice guidelines to ensure your financing documents are enforceable and compliant with federal law, including the Indian Gaming Regulatory Act; 2) the National Indian Gaming Commission 'declination letter' review process - how long does it take, what to include in your submission, and what does receiving a 'declination letter' really mean? 3) Tribal financing defaults and restructurings - what are the principal challenges in tribal defaults and restructurings - more...
IRA Rollovers and Transfers: Common Portability and Processing Concerns instructor led training : nThis teleconference is specially designed for those who advise their clients on IRAs. We'll focus on the options available both to IRA owners and their beneficiaries when it comes to transferring an IRA. You'll find out how an IRA owner can obtain relief for missing the 60-day rollover deadline and learn about the permissible ways a spouse and nonspouse beneficiary can set up an inherited account. This teleconference can help you spot and avoid some of the common mistakes taxpayers make when transferring IRAs.
Key Aspects of Mezzanine Financing : BenefitsMezzanine loans will play an increasingly important role in meeting the financing needs of companies in the coming years. With the tightening of leverage multiples for senior debt, a growing number of companies and equity sponsors are turning to mezzanine debt as a solution to their capitalization requirements. This live audio conference will provide you with an in-depth understanding of the key issues associated with the structuring and documenting of mezzanine financings. The program will help you understand unique features which distinguish mezzanine debt from other forms of financing and the variety of contexts in which mezzanine loans are commonly employed. This live audio more...
Legal Issues Arising From Nontraditional Checks : BenefitsThe proliferation of nontraditional checks and the convergence of paper and electronic payment systems in recent years has created a number of significant operational and compliance issues for financial institutions. This teleconference will help you understand and identify these risks in your institution. It will also give you insight into ways you can manage and mitigate these risks through state of the art practices and agreements. Attorneys, branch managers, bankers, presidents, vice presidents, CEOs, CFOs, controllers, lending officials, accountants, business owners and managers
Liability, Cures and Defenses, and Rescission Under the Truth in Lending Act : BenefitsLenders and their assignees, as well as loan servicers, continually struggle with Truth in Lending Act compliance and rescission issues, often finding themselves the subject of various TILA claims. This teleconference will help you understand your potential liability, any cures or defenses available and how to determine the best course of action when faced with a TILA violation. It will also address the sometimes confusing rescission rules and ways of protecting against potential rescission claims. This teleconference is critical for more...
Loan Modification Fundamentals instructor led training : BenefitsMortgage loan defaults and foreclosures are at historic levels. New businesses counseling borrowers and dealing with these crises have been created. How we deal with this crisis will have a significant impact on the nation's economy. Borrowers and lenders alike are working to resolve these defaults and foreclosures, attempting to find a balance between allowing consumers to remain in their homes without bankrupting their lenders. This live audio conference will discuss the practical ways borrowers and lenders can strike that balance by modifying the terms of mortgage loans in a way that permits borrowers to either retain their homes or resolve their debts and obtain a fresh start and more...
Loan Workout and Collateral Liquidation : Benefits strong Protect your organization - know the ins and outs of loan modifications. /strong With commercial values declining by as much as 40 percent and $1.4 trillion in loans ballooning, it's a must to understand how to make loan modifications work. Join us for this innovative seminar and get up to speed on the latest issues with addressing struggling loans. Avoid problems down the road by protecting yourself and your company - find out exactly what the critical issues are and how to best handle them. You'll gain the practical insight you need to deal with any challenges that come your way. Don't wait - register today to make sure you more...
Loan Workout Complications: Second Lien Issues : BenefitsApproximately $50 billion of second lien loans were issued between 2003 and the second quarter of 2007. A significant portion of these second lien loans were issued to borrowers who are now in, or facing, restructuring and/or bankruptcy proceedings. This teleconference will examine the strengths and potential pitfalls of first lien/second lien intercreditor agreements in such a restructuring/bankruptcy framework. Specific attention will be paid to the interpretation and enforcement of debt caps, standstill and DIP financing provisions. The teleconference will also analyze how certain courts have interpreted intercreditor provisions in more...
Mobile Banking: Banking Without Borders : BenefitsLike online banking, mobile banking is poised to revolutionize the industry, but it has stagnated in its infancy. Given the indispensability of cell phones and their broad capabilities, banks and technology providers are rapidly developing solutions that 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 mobile banking products. This more...
Mortgage Foreclosures in Illinois : BenefitsAn Illinois mortgage foreclosure is a complicated process that requires strict adherence to its statutory requirements. Failure to follow the correct procedure can add time and expense for lenders. For borrowers, understanding the nuts and bolts is critical to protecting their rights. Given the increased activity in the purchase of distressed assets, potential investors and buyers also need to understand what is involved, knowing when and how to invest or buy. A better appreciation of foreclosures can also lead to alternative approaches, which can be of benefit to all parties. Illinois mortgage foreclosures will be examined step-by-step in a more...
Mortgage Fraud: An Epidemic : BenefitsThe FBI recognized 2008 as the worst year ever for mortgage fraud. 2009 has seen the mortgage fraud epidemic spread even wider and deeper. This teleconference will focus on the most prevalent forms of mortgage fraud. Best practices for detection and prevention are outlined, with industry-specific recommendations for bankers, lawyers and mortgage professionals. We will conclude with a discussion of choosing and pursuing appropriate remedies. Bankers, loan officers, mortgage brokers and owners, accountants, controllers, CFOs, CEOs, attorneys, presidents, vice presidents, branch managers and real estate professionals
Municipal Finance Fundamentals : BenefitsThe global economy has endured tremendous stress and fluctuation during the past three years. Investors are seeking investments that will provide them with a favorable rate of return and yet afford them a higher degree of security. Increasingly, investors are looking to the United States tax-exempt municipal market to obtain those two objectives. As a result, the volume of the municipal market in primary and secondary trading has expanded significantly over the last decade. Many of the new investors in the municipal market have been long-term participants in the corporate market and are familiar with those securities. However, municipal more...
Navigating through the Maze of Unclaimed Property Compliance - Unique Rules and Regulations for Financial Institutions : BenefitsFinancial institutions are frequently challenged to keep up and implement the ever changing federal and state requirements imposed on this industry. Ensuring that proper internal controls, risk management and fraud prevention are adequately addressed is critical. One of the additional areas of compliance includes ensuring that you have established proper procedures and controls to prepare for the upcoming unclaimed property filings. Though these laws have been in effect since the early 1900s there are still financial institutions facing significant assessments and aggressive audits due to noncompliance. It is more...
New Regulations for the Credit Card Industry: Prepare Now and Avoid Penalties : BenefitsOn May 22, 2009, President Obama signed the Credit Card Accountability, Responsibility and Disclosure Act of 2009 to regulate several aspects of the credit card industry. This is one of the most sweeping changes to hit the industry for quite some time. This new legislation amends the Truth in Lending Act, the Fair Credit Reporting Act and the Federal Trade Commission Act, and more...
New Rules and Formats for International ACH Transactions instructor led training : nInternational commerce is rapidly growing but with that growth comes challenges, the most significant being the need to track transactions to ensure funds are not being disbursed to or from individuals that are threats to the U.S. The Office of Foreign Asset Control is the government organization that tracks this information. Their regulations require that all international transactions comply with the travel rule which includes all sorts of information not currently carried in domestic ACH entries. To comply with this regulation, the more...
Overdraft Opt-Ins: Protecting Your Bank Under Regulation E : BenefitsIn response to public criticism and high-profile litigation relating to overdraft fees, the Federal Reserve Board revised Regulation E to give consumers the right to limit overdraft costs associated with certain transactions by giving consent or opting-in to a financial institutions overdraft program. Financial institutions must comply with the new regulation by July 1, 2010. This important teleconference will cover the changes to and scope of Regulation E and provides practitioners and responsible persons with guidance on more...
Payment Fraud instructor led training : 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 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 more...
Prepaid Cards: An Alternative to Traditional Checking Accounts? : BenefitsThis live audio conference will provide banking and other financial services companies with essential information to evaluate prepaid card/access products that will best complement their current business models and risk tolerance. The program will explore the advantages and disadvantages of this rapidly evolving financial product line. It will provide organization with solid guidance on key issues to consider in evaluating and structuring such programs and provide an update on critical legal and regulatory issues that may impact further development of the product. This live audio conference is designed for presidents, vice presidents, branch managers, more...
Recent Developments With Loan Syndications instructor led training : nAttend this teleconference and stay abreast of the latest issues relating to the loan syndication process. Our seasoned faculty will provide practical answers to your most pressing questions about loan documentation. You'll get an inside look at how to respond to confusing post-Lehman bankruptcy issues and other new developments. n nRegister now and you'll learn how to overcome any obstacles you may encounter - even in today's credit crunch. Whether you are new to the field of loan syndication or have years of experience, you'll walk away with the ability to confidently handle every challenge you face. Sign up today!
Reengineering Revenue in Today's Market : BenefitsThe days of simplicity in bank income have long past. Recently, staying on top of noninterest income has become even more complex with the migration to electronic transactions, changes to Reg E and current economic conditions. As bankers adjust to these changes, they have to be more creative with how to oversee NII. This teleconference helps you understand the exact impact the current environment is having on NII, why and how to explore nontraditional sources, how to consistently evaluate traditional strategies and the effects on bank culture. This teleconference will reinforce why, how and when revenue more...
Restructuring the Commercial Loan : BenefitsA commercial loan restructuring requires a working knowledge of a number of commercial law aspects, e.g., bankruptcy, transactional and litigation issues. This teleconference will help provide you with an understanding of these issues from inception through the end of the commercial loan restructuring process. Listen to our panel of experienced counsel provide seasoned advice so that you will be able to understand various issues and approaches to loan workouts; learn the significance of key loan provisions to both borrower and lender, and market trends; and obtain negotiating pointers to benefit your client. You will review strategies related to all stages of loan default and more...
Reverse Mortgages: A Lender's Perspective : BenefitsThe reverse mortgage market is expanding exponentially as the population ages and new players are coming into the market. Don't get left behind. Learn what a reverse mortgage is, what's involved in offering such a product, which reverse mortgage products are currently offered in the market, state and federal requirements, and potential pitfalls. Join Reed Smith attorney Arthur Axelson for an informative discussion on the important issues involved in reverse mortgage lending. Attorneys, presidents, vice presidents, branch managers, loan officers, mortgage brokers, accountants, credit analysts and loan department personnel
Risk-Based Pricing Regulation Update: Are You Ready for the Upcoming Compliance Deadline? : BenefitsThe Risk-Based Pricing Rule is effective January 1, 2011, and requires all lenders to provide a specific notice to a consumer when the lender sets or adjusts the price and other terms of credit provided to the consumer based on the consumer's credit report. In this teleconference, you will learn the various strategies for compliance, including the special exceptions for auto lending, mortgage lenders, instant retail credit and credit card issuers. This teleconference is designed for attorneys, presidents, vice presidents, branch managers, lending and loan officers, mortgage brokers, accountants and loan department personnel.
SBA Loan Guarantees: Current Purchase Issues and Complexities : BenefitsIn the current economy, many lenders are looking to the credit enhancement offered by the U.S. Small Business Administration's government guaranteed lending programs to keep capital flowing to America's small businesses. While the many benefits of the programs may be appealing to lenders an understanding of the guaranty purchase process and the pitfalls which lenders fall victim to, resulting in discounts and denials of these same loan guarantees, is more important now than ever. As the oversight standards of the SBA tighten, more...
Secondary Sources of Repayment Fundamentals : BenefitsCollateral and personal guarantees are important components of commercial loan structure because they provide secondary sources of repayment in the event the primary source of repayment is no longer adequate. Collateral and personal guarantees are evaluated 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 rather than normal conditions, more...
Securitized Loan Fundamentals : BenefitsReal estate loans that a loan originator intends to securitize are documented with the underwriting requirements of CMBS underwriters, rating agencies and buyers in mind. Consequently, their structure, documentation, closing and administrative requirements are less subject to negotiation than other types of real estate loan products. This live audio conference will help you understand these structure, documentation, intercreditor and administration issues, and how they differ from more conventional real estate loans. This live audio conference is designed for attorneys, presidents, vice presidents, branch managers, loan officers, loan department personnel, credit and collection managers, executives, accountants and real estate professionals.
Strategies Short of Foreclosure: Real Estate Short Sales and Beyond instructor led training : nRecord numbers of foreclosures have radically changed the residential real estate market in the last year and affected all aspects of the practice of residential real estate law, real estate closings, lending and sales. Whether your real estate market has experienced a bubble burst or merely a fizz, your practice has been affected by slowing markets, the subprime meltdown and the record number of foreclosures. In response, mortgage lenders are increasingly entering into negotiated settlements to accept less money than is owed on a mortgage as an alternative to foreclosure. While the short sale is not a new concept, it has seen increased importance as a means of more...
The Basics of Banking Litigation, Default, Workout, Repossession, Foreclosure and Bankruptcy: A Secured Lender's Perspective on instructor led training : Benefits strong Protect your organization - know the ins and outs of bankruptcy from the creditor's perspective. /strong Register for this information-packed seminar and get an overview of common legal issues arising in defaulted loan situations involving secured business loans. Hear about the latest trends in lien avoidance. Get all your toughest questions answered regarding automatic stay issues. We'll show you how to overcome any obstacles you may encounter - including issues surrounding reaffirmation. Whether you are new to the field or have years of experience, you'll walk away with the ability to confidently handle more...
Title Issues for Lending Professionals : BenefitsWho reviews the title commitment to make sure that there are no title problems? Not having a solid understanding of the title can cause headaches for everyone involved in the title process. This audio conference offers insights into what the title insurance policy really covers. We will answer some commonly asked questions, such as: What should you be concerned about on Schedule A? What types of exceptions on Schedule B-II should you worry about? What is the difference between an owner's policy and a loan policy? By attending this program you will come more...
UCC Article 9 Update instructor led training : BenefitsThe revisions to Article 9, which generally became effective in 2001, substantially changed the law. Now, with years of experience, the case law is developing, and practitioners are beginning to identify issues not contemplated by the original drafting committee. As a result, a Joint Review Committee was formed and has recommended changes to Article 9 that are expected to be approved this summer. In addition to learning about the proposed changes we will review significant cases, including those that serve as reminders to be diligent in times of financial stress. This live audio conference is more...
Understanding Insider Lending and Regulation O : BenefitsLending to insiders can be a regulatory danger zone for bank officers and directors. While loans to bank insiders are not prohibited, they are tightly regulated and attract greater than normal regulatory attention, and not without good reason. Insider loan abuses historically have been a major reason for bank failures. This teleconference will review the rules applicable to loans to insiders as set forth in Sections 22(g) and 22(h) of the Federal Reserve Act (12 USC 375a and 375b) and its accompanying more...
Understanding the Basics of Bankruptcy and Bankruptcy Terminology instructor led training : BenefitsThe current economic environment makes bankruptcy a particularly timely and relevant topic. Whether you are forced to deal with bankruptcy issues as a debtor, secured or unsecured creditor, lessor or lessee, or investor looking for distressed-asset opportunities, this live audio conference will give you a road map to understand the bankruptcy process. This live audio conference is designed for attorneys, presidents, vice presidents, branch managers, loan officers, loan department personnel, credit and collection managers, and accountants.
Understanding the Durbin Amendment's Impacts and Implications : BenefitsThe Durbin Amendment was game-changing legislation for the debit card industry. Certain Durbin Amendment impacts have been immediate but the industry will continue to evolve for some time in response to the longer-term implications of these new requirements. Attendees at this live audio conference will engage with the speaker on an overview of the various provisions of the Durbin Amendment and the Federal Reserve Board's final implementing regulations. Following this level-setting discussion, attendees will join the speaker on a deep dive into the more...
Understanding UCC Article 9 Foreclosures : BenefitsCurrent market conditions pose an alarming rate of defaults on commercial loans not seen in years. With defaults commonplace and secured creditors facing challenges in protecting their interests, foreclosing on assets under UCC Article 9 may be the right option. If appropriate, a public auction, private sale or friendly foreclosure under Article 9 may provide a quick and relatively inexpensive resolution. The UCC foreclosure process contains some pitfalls you need to avoid and obstacles that should be addressed. However, with careful planning, these issues more...
Uniform Commercial Code Article 9 Update in South Carolina instructor led training : BenefitsConcerned about how UCC Article 9 has changed - and how your practices may be impacted? Attend this enlightening seminar and learn how to decipher revised Article 9 rules that seem to be causing the greatest problems in the commercial world. Our seasoned professionals will provide practical answers to your most pressing questions about collateral descriptions. You will get an inside look at how to respond to confusing issues surrounding perfection forms. This seminar is presented by experts who practice Article 9 law in the trenches every day of their professional lives. more...
Using Social Media in Banking : BenefitsSocial media has become a hot topic for bank boards and senior managers as hundreds of millions of consumers have congregated to social networks, blogs, and other social media platforms. The widespread use of social media has resulted in structural changes in commerce, politics, and now, banking. Banks are being forced to adapt to changes created by social media. Specifically, banks must consider the implementation of social media in order to meet the needs of consumers. However, due to regulatory, reputation and other risks, adoption of social media requires a well thought out approach. This live audio conference provides you with the information needed to fully understand the risks more...
Workout Strategies for Troubled Condominium Projects : BenefitsThe present economic 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 involved in these projects. This teleconference will be of benefit to professionals dealing with distressed condominium projects by identifying, from each participant's perspective, ways to minimize risk and maximize recovery in a troubled marketplace. It will raise more...
Benefits
Benchmarking your Health Benefit Program: How Do You Stack Up? instructor led training : nInformation is power. You can increase your competitiveness by knowing the kinds and the quality of health insurance other employers are offering. Measuring your health plan against meaningful benchmarks will help fuel your strategies not only for reducing cost, but also for recruiting, employee retention and health plan design. n nThis teleconference will work through several methods to evaluate your health benefit program's cost, design and impact on employees with an eye to comparing your plan to others - regionally and nationally. In addition, we will discuss the trends in health benefits and give you benchmarking statistics on the current landscape for more...
Can Medical Tourism Lower Your Healthcare Costs? : BenefitsThis teleconference will address a myriad of legal issues associated with persons traveling abroad for their medical care. Medical travel, or medical tourism, has become a major focus of interest as a potential means for helping to mitigate the high cost of health care in the United States. It is no longer really about tourism but substantially more about the nature of medical care that might be available from destination providers. While originally largely the domain of self-pay individuals, many self-insured employers and their consultants are assessing the benefit of offering a medical travel option to their employees. more...
Changes of Status Checklist : BenefitsIf you are an employer who sponsors a cafeteria plan or other health and welfare plans, it can be confusing to administer your plan when an employee has a change in status. This teleconference will assist you in determining when you can allow an employee to change their election under your cafeteria plan. It will also cover what happens when an individual has a change in status while on COBRA. We will cover the details of what is considered a change in status, how this will impact the cost of benefits to your employees, and other key administrative issues. Human resource managers, benefits professionals, payroll managers, employee relations managers and personnel directors
Changes to Cafeteria Plans: What You Need to Know to Prepare instructor led training : BenefitsThe IRS recently issued new rules which replaced portions of the old regulations. These new rules are exciting but require you to review and act on your old documents. The information provided in this live audio conference will assist you in decisions for the upcoming plan year and how to prepare for the changes. This live audio conference is designed for human resources and benefits managers, attorneys, controllers, CFOs finance directors, payroll managers, presidents, vice presidents, business owners and managers.
COBRA: A Little of Everything is Changing instructor led training : BenefitsThis live audio conference is for agents and new employee benefit specialists or the seasoned specialist that want to double check the basics and the most recent changes in the COBRA law. We will discuss who has the compliance responsibilities and what an employer must do every day to be in compliance! How do all of the employee benefit laws work together - when do they work separately. How can the employer keep up? SO many things changing in the employee benefit world - COBRA, Subsidy, National Health Care, more...
Code Section 409A : BenefitsThe IRS is giving employers one last chance to fix their plan documents and compensation agreements for Code Section 409A. However, the IRS has also announced some new interpretations of Section 409A provisions that will require most employers to make changes to their plans and agreements. Employers that make these changes before January 1, 2011, can avoid IRS penalties, in most cases. In 2010, the IRS issued Notice 2010-6, Relief and Guidance on Corrections of Certain Failures of a Nonqualified Deferred Compensation Plan to more...
Controlling Health Care Costs With Self-Funded Plan Options instructor led training : 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 based on factors beyond just the per person administrative fee and types of savings achieved though a well thought out stop loss arrangement will be addressed. Human resource managers, benefits administrators, attorneys, controllers, CFOs, presidents, vice presidents, business and office managers and insurance professionals
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
Evaluating Your Third-Party Administrator: Are You Getting What You're Paying For? : BenefitsUsing a third-party administrator is ubiquitous with health and welfare, and retirement 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 TPAs, how to evaluate a TPA and the key areas to be evaluated to ensure you are receiving what you are paying for. This teleconference will cover health and welfare and retirement [including more...
Flexible Spending Accounts : BenefitsMany employee benefit plan sponsors are unaware of all the complex rules governing flexible spending accounts. In this session you will receive a thorough overview of the numerous plan design considerations and legal requirements of flexible spending accounts. This knowledge will enable you to avoid running afoul of rules that could jeopardize the tax-favored status of your plans. This live audio conference is designed for human resource and benefits professionals, accountants, controllers, CFOs, payroll managers, presidents, vice presidents, business owners and managers, office managers and insurance professionals.
Form 5500 Reporting Update instructor led training : BenefitsEmployers who offer an employee benefit plan must file an annual report regarding the plan's financial condition, investments and operations, unless specifically exempt by law. Filing the Form 5500 will satisfy this requirement. This audio conference will help you understand when you need to file a Form 5500 and what you need to file, and will focus on some recent changes that may impact your filings. This audio conference is designed for human resource managers, benefits administrators, payroll managers, controllers, finance directors, presidents, vice presidents, business managers, insurance professionals and attorneys.
Form 5500: What You Need to Know to File instructor led training : Benefits strong Do you work with Form 5500? With recent changes and an increased audit climate it is more important than ever to get it right. /strong You no longer need to be overwhelmed by the complexities surrounding Form 5500. Take away the worry by expanding your knowledge about dealing with Form 5500 and related schedules. You will walk away with the confidence that comes from knowing the numerous types of plans and sponsors, which are required to file and what is included in the filing. You will be a part of an in-depth discussion on Form 5500 and delinquent filers will receive guidance as well. You will successfully and accurately more...
Fully Funded vs. Self-Funded Health Benefits: Which Option Is Best for Your Organization? instructor led training : Meet the challenges ahead - discover which funding option is best for your health benefits plan. Join us for this innovative seminar and get up to speed on the components of an effective benefit strategy. Understand the intricacies of HRAs, FSAs and HSAs. Get a handle on the risks and potential rewards of self-funding your health plans. Avoid problems down the road by protecting yourself and your company - find out exactly what the critical issues are and how to best handle them. You'll gain the practical insight you need to deal with any challenges more...
Health Care Reform for Employers: Now What? : BenefitsHealth care reform is impacting all employers - get the guidance you need now. The Patient Protection and Affordable Care Act of 2010 which was signed by the President and upheld by the Supreme Court, is impacting employers and employees alike. These dramatic changes to the health care law call for action by all employers. This seminar is an opportunity for employers to sort through all the information to get the facts on what is required, how to make the most cost-advantageous more...
Health Care Reform Update : BenefitsPresident Obama signed the Patient Protection and Affordable Care Act into law on March 23, 2010. This legislation will effectively restructure one-sixth of our economy and have a significant impact on our personal lives. Beyond the partisan politics and media hype are the practical concerns of employers, HR professionals, attorneys, third-party administrators, and other consultants and professionals who work with group health plans and related benefits on a daily basis. This teleconference will cover the more...
Health Insurance Basics For Employers : BenefitsMany people do not understand the basics of health insurance. This includes people new to the health insurance industry or new to interacting with the industry. It also includes people who have been in or interacting with the insurance industry for a while but never received adequate training. Attend this teleconference and come away with an understanding of the basics of health insurance for employers in the United States. An overview of the history of health insurance and the various roles played by employers, employees and the government will be discussed. We will describe the different models of plans, including traditional more...
Health Insurance Boot Camp instructor led training : Concerned about how health insurance is changing - and how your practices may be impacted? What a dilemma! Every day it's in the newspaper, on the Internet and in our businesses - the rising cost of health care versus the high cost of turnover in a low unemployment environment. Employers want to provide a benefit package that will help retain employees, and yet they have to wrestle with the increasing costs of overhead and creating enough of a profit margin to stay in business. Attend this seminar and we'll bring you up to speed on these issues and ensure you're headed in the right direction. You'll learn practical strategies that will help you control more...
Health Savings Accounts : BenefitsThis live audio conference will explain the basic rules for eligibility, contributions and use of an HSA with a high deductible plan. It will also review current studies on whether HSAs are achieving the goal of reducing total health care costs through consumerism. Focusing on the final comparability rules for employer contributions and updates on the new contribution limits and IRS guidelines, it will explore new design opportunities for employers considering how to implement a successful HSA program. This live audio conference is designed for human resource managers, benefits and more...
HSAs, HRAs, FSAs: How They Can Reduce Your Cost and Increase Your Benefits instructor led training : BenefitsDon't get left behind - arm yourself with an updated knowledge of HSAs, HRAs and FSAs. Recent regulation as well as implementation of the Affordable Care Act has changed the way that we think about health insurance. Offering supplemental health insurance options to your employees has become complicated as a result. Attend this seminar and stay ahead of the game with a comprehensive knowledge of the most recent updates that affect you. Walk away with not only the rules and regulations, but also more...
Implementing a Health Risk Assessment for Your Health Plan: What Works, What Doesn't, What's Legal : BenefitsMaybe you've heard about health risk assessments and wonder if they're a good idea for your organization. Or you've been tasked with implementing a health risk assessment as part of your health plan and don't know much about them. You have a lot of questions such as 'How can a health risk assessment help control health care costs?,' 'What makes for an effective health risk assessment?,' 'How do I get employees to participate?,' 'What should I look for in a vendor?' and 'Aren't there a lot of legal issues with gathering health information about employees?' This teleconference will allow you to begin the process of implementing a health risk assessment as more...
Is a Benefits Portal Right for Your Company? : BenefitsIn this session, you will get an overview of the latest trends in benefit portals and how a benefits portal can improve employee engagement, drive employee self service and streamline benefits administration. Demonstrated by best practice models and live examples, you will leave with a real-world understanding of benefit portals and 'next step' ideas to introduce or further advance this essential technology within your organization. This live audio conference is designed for human resources and benefits managers, controllers, CFOs finance directors, payroll managers, presidents, vice presidents, business owners and managers, and IT managers.
Is Your Health Care Plan Grandfathered Under the Health Care Reform? : BenefitsEmployers and other sponsors of group health plans routinely make annual changes to their plans that are designed to reduce costs, increase efficiency, and improve employee health and productivity. As plan sponsors consider design changes for 2011, they must also take into account new federal mandates under the Patient Protection and Affordable Care Act, as modified by the Health Care and Education Reconciliation Act of 2010 (collectively, the 'Act'). more...
Limited Medical Programs: How Employers Are Using Them to Control Health Care Costs : BenefitsAfter years of increasing medical premiums, employers are hitting road blocks in cost saving measures. We are at a point of office visit co-pays approaching $50, prescription drug co-pays of $50 to $100, deductibles exceeding $2,000 for in-network benefits, and more and more premium cost shifting from employer to employee. Employee's are finding it hard to afford the per pay premiums and coupled with huge out-of-pocket expenses, this combination is like a nuclear warhead ready to explode. This teleconference will help you understand the benefits of limited medical programs and how they can be utilized in combination with major medical programs to control more...
Managing Benefit Options for Part-Time Employees : BenefitsAs the U.S. economy recovers and restructures, many employers find themselves employing more of their workforce on a part time basis. Additionally, in hard to recruit fields such as health care, or with entry level employers such as retailers, part-time employment is the norm and may account for more than 50% of the workforce. Employers struggle with how to design a program that will attract and retain the workers they need on a cost effective basis. This teleconference will explore the myriad of options and approaches available to employers while sharing typical solutions by industry. The presentation will include benchmark data, case studies and practical more...
Meeting Your Fiduciary Responsibilities Under ERISA instructor led training : BenefitsMaintaining an employee benefit plan subject to the Employee Retirement Income Security Act of 1974 requires that people managing the plan or investing plan assets become fiduciaries. You need to know when they might become an ERISA plan fiduciary. You must understand your legal obligations to plan participants and beneficiaries. This teleconference will provide you with an overview of the ERISA rules governing plan fiduciary conduct and the basic duties of a plan fiduciary. Human resource managers, benefits administrators, payroll managers, controllers, CFOs, presidents, vice presidents, business owners and managers, and attorneys
Opt-Out Incentives and Other Cost Cutting Measures for Health Plans : BenefitsThe recent debate regarding health care reform has highlighted for the public what employers have known for years - health care is expensive. Employers have for years looked for creative ways to alleviate double digit annual increases in the cost of health coverage provided to its employees. Employers have toggled deductibles and co-payments, and they have implemented wellness programs and consumer driven health care programs. While many of the measures taken by employers have operated to reduce costs, the cost to provide health care is still high. An often overlooked method to reduce cost is to implement an opt out incentive. It is not uncommon for more...
Pitfalls of Participant Loans in Retirement Plans instructor led training : BenefitsParticipant loans in a qualified employee benefit plan are a common problem area due to their complex administration. Plan sponsors of qualified employee benefit plans need to be aware of many pitfalls to avoid tax consequences. Even worse than tax consequences is the possibility of the entire plan losing its preferred tax status. This teleconference will explain the regulations of participant loans in a plan, help you avoid the associated pitfalls and ensure the plan complies with the regulations regarding participant loans. Human resource managers, CFOs, controllers, plan administrators, benefits and payroll professionals, financial planners, business owners and managers, presidents, vice presidents and attorneys
Providing Investment Advice to Retirement Plan Participants Without Triggering Liability instructor led training : BenefitsThe current recession and volatile financial markets highlight the importance of financial literacy. Until recently, 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 consultants and attorneys, as to how to comply with ERISA's rules regarding investment advice, including the new more...
Qualified Retirement Plans Eligibility and Vesting Tips and Traps for the Unwary : BenefitsThis teleconference will familiarize you with the general rules of eligibility and vesting. It will also assist you with specifically interpreting the provisions of your own plans and introduce you to a variety of options in order to make sure you know what you have and have what you want. In addition, although many provisions appear to be straightforward, the practical application of these functions can be complex. Human resource managers, benefits administrators, payroll managers, plan administrators, controllers, CFOs, finance directors, accountants, bookkeepers, presidents, vice presidents, business and office managers, and attorneys
Recent Developments in Employer Liability for 401(k) Investments instructor led training : BenefitsUnhappy employees, U.S. Department of Labor investigations, IRS investigations, massive class action lawsuits - an ever-expanding list of factors bombards sponsors of 401(k) plans, and places companies and their management potentially in the cross hairs. From Enron, Worldcom and Sarbanes-Oxley, to the more recent massive class actions filed against Fortune 500 companies regarding 401(k) plan service fees, decision more...
Return on Investment for Wellness Programs instructor led training : BenefitsMounting evidence indicates that worksite wellness should be part of every strategic health plan. These plans can offer a valuable tool for employers to promote a fit and health-conscious work force that will save employers money by keeping health insurance premiums down, reducing workers' compensation costs, and by increasing productivity and decreasing lost time. Implementing a plan takes time, attention and deserves a well thought-out strategy to ensure it is effective for the long-term health of your employees and your bottom line. Human resource, benefits and compensation staff members are all too familiar with the difficult - some say impossible - task of more...
Same-Gender Marriage Rulings: Impacts on Employee Benefit Plans Across the Nation instructor led training : nIn May 2008, the California Supreme Court ruled that the state cannot deny same-gender couples the right to marry. Same-gender couples - many of them, in fact - flocked to California and started getting legally married on June 17, 2008. But then in November 2008, California voters approved Proposition 8, which bans same-sex marriage going forward. Massachusetts and Canada also allow same-gender more...
Self-Auditing Your Employee Benefits:A Guide to What May Need Fixing instructor led training : BenefitsStaying in compliance with the numerous complex requirements and the specific terms of your employee benefits plans is a monumental task. It is easy to have your time consumed by the day-to-day issues and questions that arise under your benefit plans and the typical annual processes and compliance requirements already in place. It is difficult to take the time to step back and ask what issues may be lurking that could create significant liabilities and penalties for the employer that are not being identified under your current processes and procedures. This live audio conference will give you a checklist of the most important issues to look at from a more...
Smoking Discrimination in the Workplace: On and Off the Clock instructor led training : nDriven by reports that smokers file more health insurance claims and are absent more frequently than nonsmokers, a growing number of employers have implemented programs to minimize the number of smokers in its workforce. These employer programs range from offering quit smoking programs to refusing to hire smokers and even terminating smokers. Privacy advocates argue an employer's interest in the smoking habits of applicants and employees ends at the employer's property line, and that an employer has no business regulating whether applicants or employees smoke off-duty, away from the employer's premises. They caution that if an employer can regulate an more...
The New HIPAA Special Enrollment Rules and Related Disclosure Issues instructor led training : nRecently enacted legislation expands the special enrollment rights currently applicable to group health plans and imposes new notice and disclosure obligations for employers that maintain such plans. While many of these obligations are not effective until after 2009, the special enrollment changes are effective April 1, 2009. In addition, the new law imposes civil penalties of up to $100 a day for failure to comply with the new notice and disclosure requirements. By attending this teleconference, you will learn what the new special enrollment rules are, what plans they apply to, and what you need to do to comply with these more...
The Open Enrollment Challenge: Strategies for Success : BenefitsIs your benefits information often greeted by a yawn? Are you viewed as the enemy because you tell your employees how much more they have to pay for benefits every year? And why does the good news always get lost in the mix? Sometimes, it's not so much what you say as how you say it - and how often. Communications should never be an afterthought. Make sure employees appreciate all your company provides by communicating year-round, not just during enrollment season. This live audio conference will give you the tools to reframe negatives, provide honest communication and build credibility for your organization. This live audio conference is designed for benefits more...
Total Compensation Statements as a Tool to Communicate Total Value : BenefitsOften 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 employees are unaware of the benefit. This teleconference will help you understand the value of creating total compensation statements as well as the process for information gathering, data management, and printing and production of the final statements. Human resource managers, benefits professionals, payroll administrators, business owners and managers, personnel managers and attorneys
Understanding the COBRA Alternative Coverage Rules instructor led training : nThis teleconference is essential for company personnel who are involved with COBRA coverage and what can be done to reduce costs. In lieu of a company's traditional health plan, for COBRA purposes, the company is allowed to offer alternative health coverage although the procedure for doing so is quite complicated. n nDiscussed first is what constitutes the various forms of alternative health coverage, how it applies and in what circumstances. Secondly is a discussion of what procedures must be followed in order to offer alternative coverage under COBRA. There are numerous ERISA and more...
Understanding Your Summary Plan Descriptions instructor led training : BenefitsEmployers who sponsor ERISA-covered health and welfare plans are required to communicate the terms of the plan to participants in a summary plan description. The SPD is an important disclosure document that describes, in understandable terms, the rights, benefits and responsibilities of participants and beneficiaries in ERISA-covered health and welfare benefit plans. The SPD must include important information regarding the plan, such as information on how the plan works, eligibility requirements, what benefits the plan provides and how those benefits may be obtained. The summary of material more...
Weight Loss At the Workplace: Legal Issues For Employers Seeking To Reduce Health Care Costs : BenefitsLearn the issues used to identify and address when formulating and implementing a corporate wellness program that is aimed at weight loss reduction. The number of potentially applicable federal and state laws requires careful consideration of the potential issues raised with drafting and managing a corporate wellness program. The multiple relevant laws and regulations only heighten the need for a deliberate review and consideration of any work place programs assembled to reduce health care costs by encouraging employees to lose weight. The speaker's discussion of employee wellness programs targeting weight reduction or obesity will analyze this issue more...
Wellness Programs: Rewards, Penalties, Legal Risks, and Legal Developments instructor led training : BenefitsWellness programs played a central role in the health reform debate. Health care reform clearly demonstrates the desire of Congress and the President to encourage wellness programs and healthy lifestyles to control the cost of health insurance. Much of their interest is based on success stories from the private sector. Despite regulatory uncertainties, rising health insurance costs have led more employers than ever to turn to wellness programs to control rising costs. Some employers are providing incentives to employees who participate in wellness programs, follow disease more...
Why Is This Guy Still on My Health Plan? instructor led training : BenefitsWe have encountered many situations where an employee remains on the company's health benefits as an active employee for many years past the date in which the employee was actively at work for the company. This live audio conference will answer a common problem employers experience, what date should an employee be treated as a terminated employee when he/she is on a leave of absence, or fails to return from a leave of absence, and how does this coordinate with the company provided health benefits? This program will discuss the legal issues surrounding a leave of absence. It will explore how an employee may fall through the cracks, and how to change things, if that is what more...
Business
A Privacy Law Primer: What Every Attorney, Compliance and Security Officer Should Know : BenefitsPrivacy and information security legislation, standards and case law are having an ever-larger impact on your relationships with your customers, clients and employees, as well as on your company's management of personal information. Issue-spotting in this area requires some familiarity with the complex state, federal and international regulatory patchwork and nongovernmental standards that now apply, a sense of the practical contexts in which you are most likely to see privacy issues and some sense of what you can expect on the horizon. This teleconference will provide an overview and update regarding United more...
Advanced Microsoft Excel Formulas and Functions : BenefitsEven if you are fairly comfortable with building formulas and functions in Excel , you might still be missing out by having overlooked some powerful functions or just not be aware of special capabilities, like array formulas. There's no question that Excel's 300+ functions give you tremendous capabilities to tackle a myriad of statistical, mathematical and financial challenges, not to mention functions that extract valuable date information and let you manipulate text at the character level. But who has the time to explore all of them (and of course you don't need to know them all)? This teleconference gives you exposure to those more...
Boot Camp for QuickBooks by Lorman Education Services instructor led training : BenefitsDiscover all that QuickBooks can do and solve your toughest QuickBooks problems by spending 90 information-packed minutes with a nationally renowned QuickBooks expert who can answer all your questions. Learn the foundation of QuickBooks the right way and discover much of what QuickBooks can do for you. Don't waste time by figuring it out yourself, make sure you're doing things right. Among other topics, understand the difference between QuickBooks editions, learn topics not covered in user manuals, how to work with bank reconciliations, inventory, sales tax and customizing QuickBooks . QuickBooks is a registered more...
Compliance With the PCI/CISP Credit Card Security Standards instructor led training : BenefitsThe Payment Card Industry Data Security Standard has driven compliance and security spending up, while giving long-time security professionals a stick to push the organization into thinking more strategically about data security. While the standard updates every two years, it is still a baseline by which we should far exceed, not the ceiling by which we judge our information security efforts. Payment brands are assessing fines all the while breaches continue to increase in volume and complexity. This live audio conference will help you prepare for the upcoming changes in the standard, as well as provide strategies to reduce the scope and impact more...
Current Issues in Cloud Computing: Is There Sun Behind Those Clouds? : BenefitsCloud computing is an enormous, pervasive and game-changing technology. Tech industry heavyweights such as Microsoft , IBM and Google have each committed billions to developing and marketing it. Smaller players and startups are cropping up daily with new offerings. Yet, for all the hype, few people understand the technology nor the unique issues cloud computing poses - particularly when it comes to contracting with cloud companies. Many may be taking substantial risks without even knowing it. This teleconference will provide a thorough more...
Discover the Secrets of Microsoft(R) Excel Pivot Tables instructor led training : BenefitsAny Excel 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 important meeting or need more detailed analysis for a printed report, a pivot table will meet your needs. This feature also lets you create a summary of data gathered from more than one worksheet. And there's a great visual more...
Doing Business in Mexico: What You Need to Know : BenefitsThis teleconference will focus on legal issues commonly encountered by American companies doing business in Mexico. We will highlight key differences in conducting business in the U.S. and Mexico, both from a business and legal point of view. Typical issues will be analyzed from an American legal perspective, the Mexican legal viewpoint will be outlined and we will give potential solutions to avoid problems in the first place. This information will be valuable to companies considering entry into the Mexican market, as well as those who are already more...
Excel Power Tips and Shortcuts : BenefitsNeed an Excel productivity boost? You can now learn simple tricks and many shortcuts that will make you instantly more proficient using Excel ! Most Excel users are underutilizing this software. Start using the full power of Excel , and learn cool Excel tips and tricks that will make you the 'go-to' person in your office! Master more than 100 tips to make you a Power User! This live audio conference gives you a ton of productivity pointers! Get an immediate return on your investment as you learn powerful and efficient ways to save you hours every week. This live audio conference will cover all versions of more...
Financial Statement Analysis: Interpret Financial Results for Better Management, Investment and Credit Decisions instructor led training : Benefits strong Spot the key performance indicators found - and sometimes hidden - in financial statements. /strong Financial statement analysis is one of the most complicated and time-consuming tasks you will face, but it is a key means of determining the financial health of a company. Financial statements often contain a gold mine of information if you know what to look for. Join us for this seminar and our experts will help you see financial statements in a different light - one that will lead to improved investment, credit or management decision making. Find out what financial statements really reveal about a business more...
Google Wave(TM): Effective Uses and Applications for Businesses : BenefitsGoogle Wave : Is it a social platform? A replacement for email? Is it the new app businesses need to survive in the next decade? Google Wave is none of these, all of these and just about anything you want it to be. Wave is a platform for development. This 90 minute teleconference will show you how everything from corporations to collegiate blogs are using Google Wave to save time, save money and be more productive. Be ready to see the future of not just web apps, but the web apps you will need for your company to compete in the new virtual office model of the next decade.  more...
How to Avoid Death by PowerPoint : BenefitsEvery day, executives, managers, and rank and file employees sit through bullet-riddled presentations that are boring, uninspiring and worse, don't get the message across. Attend this live audio conference and learn how to use several techniques that will engage and excite your audience without using bullet point after bullet point. You will learn how visual metaphors, targeted animation techniques and careful placement of graphics will turn your drab presentations into fabulous presentations that compel your audience members to action. This live audio conference does NOT give step-by-step instructions on how to use a specific version of more...
How to Detect Fraud : BenefitsA typical organization loses an estimated five percent of its annual revenue due to fraud. If you apply that estimate to the 2009 Gross World Product, this fraud equates to more than $2.9 trillion dollars lost each year to fraud. This live audio conference will educate listeners to the different varieties of occupational fraud and relevant statistics. We will provide a foundation to the listeners as to who perpetrates the fraud, how they are detected, and what companies can do to mitigate fraud losses. The live audio conference will also address what role accountants can play in this detection/prevention. This live audio conference is more...
How to Successfully Identify, Propose, Win and Manage Government Contracts : BenefitsSmall and medium-sized businesses often experience difficulty conducting business with 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 governing the federal acquisition process. Further, this teleconference provides valuable information about the numerous free tools and resources available to companies wishing to do more...
Is Your Insurance Coverage Adequate? : BenefitsThis teleconference will provide an overview of key considerations and issues in evaluating the adequacy of insurance coverage maintained by corporate America. Areas addressed will include the broad range of first- and third-party insurance available in today's insurance markets; important factors in ensuring coverage for the proper parties (corporate and individual); key considerations in analyzing the proper scope of coverage as related to policy terms, conditions and exclusions; issues relevant to deciding the appropriate amounts of insurance coverage to maintain; and a discussion of alternative vehicles for transferring or spreading more...
Legal Implications of Doing Business on the Internet : BenefitsThe Internet is the modern day Wild Wild West. Digital pirates, copyright trolls, cybersquatters, website hijackers, hackers, and scammers are only a few of the nasty breed of outlaws that prowl the Internet. Online threats from unscrupulous competitors, Internet activists, and disenchanted employees may be even more damaging to a business. Legal claims such as false advertising, unfair competition, copyright infringement, trademark infringement, false endorsement and right of publicity, and invasion of privacy, can come from every direction. This live audio conference will more...
Microsoft Excel : Benefits strong Need an Excel productivity boost? /strong You can now learn simple tricks and understand new features that will make you instantly more proficient using Excel ! Most Excel users are underutilizing this software. Start using the full power of Excel , and learn cool Excel tips that will make you the 'go-to' person in your office! Register today and get the information to make you a power user of Excel . Get an immediate return on your investment as you learn powerful and efficient ways to save you hours every week. Benefits for You - Get data entry shortcuts that will save you valuable time - Understand how to use more...
Microsoft Outlook 2007 Tips and Tricks instructor led training : BenefitsOutlook is a powerful, feature-filled personal information manager but many users are overwhelmed by the features and options available and never take full advantage of the potential it offers for managing email, calendar and contacts. They don't discover the time-saving shortcuts Outlook provides or utilize the many options included in Outlook. This teleconference offers a quick course in using Microsoft Outlook, showing users how to use Outlook and get the most use from their investment. It teaches Outlook users how to use Outlook's many features to manage email, appointments and tasks, more...
Minimizing Credit Card Processing Fees instructor led training : BenefitsFor most retailers, payment processing costs represent more than 2 percent of sales. Effective management can reduce these costs by one-third or more and the savings can be even more dramatic for retailers selling through direct marketing channels such as e-commerce, mail and telephone orders, and infomercials where processing costs can run 50 percent higher. But direct cost savings aren't the only thing to consider. Every payment processing decision impacts your customers' shopping experience. Poor payment processing decisions can lead to hidden costs and lost revenue. In this teleconference, we will review all aspects of the credit card processing cycle for more...
Mortgage Cocktail: Lessons From the Credit Crisis and What May Be Next instructor led training : nJoin us at this teleconference and you'll gain perspective on the massive forces moving within the credit markets - the genesis of their movements, their direction and their likely consequences. We'll spend some time describing less obvious contributors to the arc of the credit bubble. During the majority of the teleconference, you'll hear about fiscal and monetary solutions to the crisis and the possible regulatory changes as a result of the crisis. Our renowned speaker will provide practical insight and predictions on the equity, bond, housing and commercial real estate markets. n nRather than poring over charts and graphs, you'll hear the unique insight and more...
New Features and Functions in Updating to Excel 2007 : BenefitsAny Excel user who is making the transition into Excel 2007 needs to get up to speed and needs help in locating familiar features that have been redesigned or relocated. Version 2007 is the biggest change in Excel's history and without a road map to its new features, you will waste a lot of time and be inefficient - you need this teleconference! We will give you indispensable tips for navigating through the new ribbon/office button/quick access toolbar menu system. You will learn how to customize the quick access toolbar for maximum usage, get vital tips on how to best create charts 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 teleconference helps you understand the key components of effective replacement planning and its value as a starting point for succession planning and talent management. It also helps you realize what can happen to your organizations if you do not have a functioning, more...
Refining Your Business Writing Skills : BenefitsDo your written communications to clients, employees and stakeholders position your message appropriately? Are you getting responses to your business letters and emails that show you are being heard? Without question, your written communications influence the way internal and external audiences view you and your organization. In fact, in today's global marketplace, this may be the only form of communication you have with those individuals. That well-written letter, executive summary or email can establish and maintain long-lasting relationships. Conversely, deliver that message poorly, and you can dilute the intent, alienate the audience and weaken perceptions. This audio more...
Show Me the Money: Determining Return on Investment for People, Projects and Programs instructor led training : 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 respect and leverage necessary to keep your processes moving forward. But to report ROI in isolation of other measures of performance is insufficient. The ROI methodology is the most applied and documented approach to addressing this more...
Understand and Interpret Financial Statements instructor led training : BenefitsFinancial statements can be thought of as a report card for any business. They provide both a historical and current perspective on the health of an organization, as well as offer indications of future performance. They offer management, creditors, prospective investors and various other users a means to judge the financial performance of an organization. The speaker will discuss the various components of a set of financial statements. He will also discuss balance sheet and income statement analysis and understanding cash flow statements. Finally, he will touch on key ratio analysis and how ratios provide an additional tool to judge financial performance. This live more...
Understanding and Troubleshooting Copyright Law : BenefitsCopyright is one of the most complex, confusing and broadly applicable areas of law. Copyright protection vests in even the smallest amount of creativity, and with the proliferation of electronic media, your employees and clients have unprecedented access to these protected works. As a result, it is easier than ever for you, your clients or your company's employees to infringe the copyrights of others. Also, with one click of a mouse, a nameless, faceless internet surfer on the other side of the world can easily infringe your rights. This teleconference helps anyone responsible for creating works or approving those works to understand the basic principles of copyright more...
Upgrading to Microsoft Office 2010: What's New and Improved? : BenefitsOffice 2010 has many new and improved features which can mean a longer learning curve for users upgrading from older versions. New Microsoft Office users may be overwhelmed by the number of features and options available and never take full advantage of the potential it offers for managing email, PowerPoint , Access , SharePoint workspace and Excel . Join us to learn the new and improved features on more...
Using Green Strategies for Your Business to Increase Your Profits instructor led training : BenefitsEven though times are tough, companies with green products and services are weathering the storm better, and are better positioned for the future. CEO's of many of the largest corporations say sustainability is just as relevant during this economic crisis, if not more so (source: World Business Council on Sustainable Development). Obama's Stimulus Plan is focused on green jobs and infrastructure. Monster.com surveys show that green is a critical talent retention strategy. Discover what is driving this more...
Utilizing Data in Microsoft Access : BenefitsOriginally released in 1992, Microsoft Access is part of the Microsoft Office Suite. Microsoft Access is the most popular Windows desktop database used by most organizations around the world, from small to large businesses, government agencies, nonprofits, etc. Microsoft Access fits a unique space between the skills of the information worker and professional developers. It's a database platform that allows information workers to extend the power of Excel into more...
Utilizing Formulas in Microsoft Excel instructor led training : BenefitsAnyone using Excel invariably needs to create and understand how to use formulas and functions. For some Excel users, it is the centerpiece of what they do on a daily basis. Many Excel formulas involve simple mathematical constructions using addition, subtraction, multiplication and division, but sometimes you need more complex formulas to reach an answer. Excel has more than 300 built-in functions that simplify what could be more cumbersome and lengthy formulas. Whether it's calculating the monthly payment on a car loan or quickly tabulating a total or average for a column of numbers, Excel 's functions give you a tremendous capability to more...
Utilizing Graphs and Charts in Microsoft Excel : BenefitsAny Excel user who needs quick methods to show numerical information in a visual way needs to know the basics 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 at a glance and Excel gives you a ton of formatting tools to add flair and pizzazz that enliven presentations and reports. This audio more...
Utilizing Macros in Microsoft Excel : BenefitsWhen you find yourself repeating actions in Excel - whether it's a five-step sequence you use when formatting a certain cell type or the 30 steps you use when you sort, filter, and print multiple worksheets once a week, the possibility exists that you can automate these actions in the form of a macro. Thereafter, you can perform these sets of actions with a simple keystroke combination, a button in a worksheet, or by using a button in the Quick Access toolbar. This live audio conference shows you how to create these macro shortcuts, alerts you to situations ideal for creating macros, and explores more...
Utilizing Microsoft Word(TM) Features and Functions : BenefitsEnjoy the time-saving benefit of learning shortcuts and 'must know' automation features. While you may have used Word for years, completing documents using basic features, the more in-depth features will add a new level of capability to current skill sets. Participants transitioning to version 2010 will regain their bearings on the new locations of Word commands. So many features and so little time! This live audio conference is designed for business owners and managers, accounting managers, controllers, bookkeepers, CPAs, associate directors, administrative professionals, analysts and accountants.
What Every Business Person Needs to Know About Legal Issues in Contracts instructor led training : BenefitsMost businesses enter into contracts thinking they know precisely what they want to accomplish and what they have agreed to. All too often this is not actually the case. Written agreements may not reflect what a business believes it negotiated. Parties may later recall terms different from what seems to be reflected in the initial agreement. And all too often, the legal boilerplate terms turn out to matter in ways never considered by the parties. This audio conference will help you avoid many of the common problems that can lead to expensive litigation by addressing these and other fundamental issues in contract negotiation and execution. This live audio more...
Working Capital Management: Effective Policies and Techniques : BenefitsLiquidity is top of mind for executives and they are looking at all sources of incremental free cash flow within their organizations. One area that is on everyone's list of sources is working capital, but most companies fail to reap the full opportunity that is available to them. What are leading companies doing to effectively drive cash flow from working capital? This teleconference will provide best practices for releasing cash flow that's tied up in working capital. Accountants, controllers, bookkeepers, CFOs, tax managers, enrolled agents, cash managers, treasurers and attorneys
Your Organization's Obligations Under the FTC's Red Flags Rule: A Comprehensive Overview : BenefitsThe Federal Trade Commission's Identity Theft Red Flags Rule is set to go into effect on June 1, 2010. Yet, uncertainty remains as to which organizations are subject to the rule and what it takes to comply with the rule's requirements. Compliance is further complicated by the rule's nonprescriptive nature. Rather than tell organizations subject to the rule what they must include in their identity theft prevention programs, the rule sets out the process that organizations must follow to create their own more...
Collection
Accounts Receivable and Collection Management with QuickBooks by Lorman Education Services : BenefitsCash flow is truly the livelihood of any business. It is important that you use the tools and tips available in QuickBooks to get your business's cash flowing quickly. This live audio conference will help you to learn how to optimize your cash flow by properly utilizing QuickBooks for the customer cycle, setting preferences, using reports and tools, and preparing customer and collection letters. After watching this audio conference, you will be better suited to collect from your customers and manage accounts receivable in the most efficient manner. This live audio conference is designed for accountants, more...
All You Need to Know About the Fair Debt Collection Practices Act but Didn't Know to Ask instructor led training : BenefitsAs the economy falters and the credit crisis continues help keep your business out of a lawsuit by better understanding and learning more about the Fair Debt Collection Practices Act, who is affected, what debts are covered, who enforces it and how you can collect more money while following the law. Failing to properly train collectors is a top reason companies get sued. Don't let this happen to you, learn as much as you can about what constitutes a violation of the FDCPA and how you can avoid making those mistakes. This live audio conference is more...
Assignments for the Benefit of Creditors: What You Need to Know About ABC's : BenefitsThis teleconference will give you an overview of the basics to general assignments for the benefit of creditors, a state law alternative for the liquidation of a distressed business that while long available under state laws, has had little use outside of states such as California, Illinois, Florida and Massachusetts. The fiduciary nature and responsibilities of the assignee will be covered, as will the advantages and disadvantages to the process as compared to bankruptcy. You will gain a more...
Buying and Selling Claims in Bankruptcy : BenefitsYou will benefit from an analysis of the latest bankruptcy procedures and forms for the trading 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 debtor's responses thereto. There will also be a discussion of the emerging role of hedge funds and private equity firms in claims trading, and the advantages and disadvantages of serving on more...
Chapter 13 Bankruptcy Procedures: What You Need to Know instructor led training : BenefitsBankruptcies are a fact of life and with the new bankruptcy amendments, Chapter 13s are taking a bigger slice of the consumer bankruptcy pie. This teleconference will discuss the Chapter 13 process and how it differs from Chapter 7 bankruptcies. It details the structure of the typical Chapter 13 case and presents pointers on maximizing the recovery of you and your client. This teleconference is geared to those who have some knowledge of the bankruptcy process but who wish to expand that knowledge in order to increase their recovery more...
Collection Disputes: A Good Defense Is the Best Offense : BenefitsTiming is often everything when attempting to collect debts and delinquent accounts. A collection dispute can cause prejudicial delays that may severely impair your ability to collect a debt, or worse, may result in the debtor filing a lawsuit against your firm or agency. Collection disputes may take the form of a dispute about the debt itself, whether the debt is owed by the person upon whom a collection demand has been made, about the collector's actions and even about the dispute itself. Learn how to recognize, address and resolve disputes that are commonly asserted, and some less common ones. The failure to resolve collection disputes in an appropriate more...
Collection Law: The Good, the Bad and the Profitable : Benefits strong Discover how to navigate the minefields of collection law with ease. /strong Join us for this innovative seminar and get up to speed on important collection practices. Understand the intricacies of a typical collection case. Get a handle on complicated issues surrounding judgment collection procedures. Avoid problems down the road by protecting yourself and your company - find out exactly what the critical issues are and how to best handle them. You'll gain the practical insight you need to deal with any challenges that come your way, including tips on what to do when you get a notice of bankruptcy. Don't wait - more...
Collection Law: The Good, the Bad and the Profitable instructor led training : What you don't know can hurt you - stay updated on collection law. Attend this enlightening seminar and stay abreast of the latest issues relating to collection law in Saskatchewan. You'll gain a clear understanding of the legal process in getting from debt to judgment. Our seasoned professionals will provide practical answers to help you succeed - no matter what challenges arise. Don't miss this opportunity to learn to navigate the complex and changing issues surrounding privacy and debt collections. Take advantage of this opportunity to make sure you stay current and stay out of trouble. You'll hear proven techniques for more...
Collection Strategies for Locating Hidden and Transferred Assets instructor led training : BenefitsDebtors who utilize corporate shells are the bane of commercial collectors, attorneys and creditors. Too often debts and collateral are not recovered from cunning debtors. Most of us are familiar with the shell game in which someone puts a ball under one of several shells and then mixes up the shells leaving another person to guess which shell the ball is under. Debtors like to play 'hide the ball' under shell companies. Creditors who entertain that game are missing the ball! This teleconference is for those who want to learn how to pierce the corporate veil, pursue alter ego corporations, and levy on hidden assets and collect despite fraudulent more...
Commercial Loan Stress Testing Fundamentals : BenefitsStress testing of loan portfolios is rapidly becoming an integral component of the credit risk management process. All banks should perform some type of stress testing to quantify the impact of changing economic conditions on asset quality, earnings and capital. This teleconference will benefit those who are beginning to incorporate the concepts of stress testing into their loan portfolio administration practices. You will learn how to apply stress testing techniques to your commercial and commercial real estate portfolios, and integrate stress testing into your enterprise risk management function as it pertains to contingency planning and capital adequacy. This more...
Creditors' Proof of Claims and Objection Requirements : BenefitsGenerally speaking, a creditor must file a proof of claim with the bankruptcy court prior to the bar date in order to receive a distribution or to vote for or against confirmation of the debtor's plan of reorganization. Unfortunately, the filing of a proof can adversely affect the creditor's ability to defend against claims asserted by the debtor. Additionally, there are a number of technical requirements relating to the proper filing of a proof, including when and where, the content and the required supporting documentation. This live audio conference will address all of these issues thereby enabling every practitioner to understand how to assess or analyze the more...
Current Issues in Commercial Collections : BenefitsThis teleconference is geared toward the practitioner involved in collecting commercial debts. Since the specific remedies available, and best practices, will vary from state to state, this is designed to provide a general overview of the various techniques and ideas to improve collection success. Attorneys, presidents, vice presidents, branch managers, loan officers, loan department personnel, credit and collection managers, controllers, directors, accountants and real estate professionals
Effective Collections: A Proactive Approach to Credit Management : BenefitsMore than 10,000 businesses have slow or nonpaying customers. How can you collect that money efficiently and quickly, and keep that money coming in? The credit crisis, high fuel costs, job losses, bankruptcies, foreclosures and the failing economy are all contributing to factories closing, job loss and business owners going out of business because they can't get paid. Learn how to take specific steps and use positive action to streamline and maximize your credit management policies. This live audio conference is designed for credit and collection managers, presidents, vice presidents, business owners and managers, accounting managers, accounts receivable professionals, lending professionals, controllers, accountants and attorneys.
Email Collections: Do's and Don'ts : BenefitsTechnology has changed how we communicate and do business. Businesses and collectors have the added challenge of trying to contact customers or debtors who may only use cell phones, have given up their landline phones, and use email, instant messages, social media websites and text messages as their primary form of communications. In this live audio conference, you will learn how you can use email to enhance your customer's experience and streamline your business' productivity in relation to getting paid. Learn how email can help improve your collections and what some of the most common mistakes are when using email and how you can avoid them. This live audio conference is more...
Establishing Payment Arrangements: Beyond Net 30 instructor led training : nMore than 10,000 businesses have slow or nonpaying customers. How can you collect that money efficiently and quickly and keep that money coming in? The credit crisis, high fuel costs, job losses, bankruptcies, foreclosures and the failing economy are all contributing to factories closing, job loss and business owners going out of business because they can't get paid. Maximize your in-house receivables, learn how to take specific steps and use positive action to streamline and maximize your credit management and payment plans and options.
Foreclosing on Real and Personal Property Collateral: What You Need to Know instructor led training : BenefitsLoan defaults are rising and secured creditors are once again having to think about enforcing their rights through foreclosure of real and personal property collateral. This can be a complicated process that requires a good deal of planning in order to reach a successful outcome. This teleconference will help the people responsible for loan workout and enforcement evaluate their positions and formulate and execute foreclosure plans for loans secured by both real and personal property. It will also touch on issues relating to resale of foreclosed property. Attorneys, presidents, vice presidents, credit and collections managers, loan officers, loan department personnel, branch managers, real estate professionals, controllers and accountants
Handling Your Post-Judgment Files : BenefitsObtaining a judgment may seem easier than keeping it, effectively enforcing it and collecting your money. The effective use of judgments and developing a strategy toward effective enforcement can be confusing. In this live audio conference, you will learn how to assure that your judgment is effective and can be enforced in and out of the jurisdiction where the judgment was entered. You will learn how judgment liens can be secured and enforced for maximum leverage, including registration outside of the jurisdiction. This audio conference will help you identify issues in advance of bankruptcy, how to avoid them and how to address the avoidance powers of the more...
How Letters of Credit Work and Why Sometimes They Don't instructor led training : BenefitsThis audio conference will walk you through the steps in the life of a letter of credit, identifying pitfalls along the way. The program 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. You will learn why letters of credit might not get paid. You will also learn about standard and silent confirmation, and how to get paid in hours instead of weeks. This audio conference is designed for attorneys, credit and collection managers, presidents, vice presidents, business owners and managers, lending professionals and accountants.
How to Write an Effective Credit Policy instructor led training : nThis teleconference will help you establish and adhere to a corporate credit policy. You will receive a template outlining the scope of the credit policy, defining areas that must be addressed to create a comprehensive policy, and delineating the areas of responsibility and accountability required to create a credit department that is effective and responsive to company needs. This will be especially helpful in reviewing and updating your present credit policy.
New Technology and the Fair Debt Collections Practices Act instructor led training : BenefitsThis teleconference will provide you with information regarding the interplay between the Fair Debt Collection Practices Act, the Telephone Consumer Protection Act and the use of new technology in contacting debtors. The speakers will cover the use of voice mail, caller ID, email, text messages and faxes, and discuss recent case law addressing the application of this technology to the debt collection industry. This teleconference will assist you to understand how the statute is being interpreted and applied by the courts to 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 are outdated and don't cover new technology or ways of communication? Attend this audio conference and learn what types of online collection tools are available, how to use them and how not to use them. Learn how the Internet can improve your more...
Reading Financial Statements: A Creditor's Perspective instructor led training : BenefitsThis 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, take the mystery out of finance and accounting, and allow you to use financial statements as useful and practical tools. Presidents, vice presidents, loan officers, loan department personnel, credit and collection managers, branch managers, accountants and attorneys
Reclaiming Goods in Debt Collection : BenefitsGet practice tips for crafting effective reclamation demands under UCC Section 2-702 and learn how to avoid common missteps in the enforcement of UCC security interests. Attend this live audio conference and obtain important information on how Bankruptcy Code affects reclamation rights of creditors. This live audio conference is designed for credit and collection managers, attorneys, presidents, vice presidents, business owners and managers, accounting managers, accounts receivable professionals, lending professionals, controllers and accountants.
Skip Tracing vs. Cyber Tracing instructor led training : 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 audio conference, you'll learn the practical techniques you can use to finally find who you're looking for. Learn how to profile your skip with old-school skip tracing and new age cybertracking. You'll get insider secrets from a renowned skip tracing expert. 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 audio conference and find who you need to find. This audio conference is designed for collections managers, credit managers, attorneys, presidents, vice presidents, controllers, accountants, business owners, bankers and loan officers.
Strategies and Techniques for International Debt Recovery : BenefitsGlobalization has taken business and industry to new levels of competition. To stay in the game, successful organizations need to adjust to the demands of an international market. Most foreign buyers expect to receive credit terms. However, once popular tools, like the letter of credit, are becoming too expensive and complicated for the quick pace of today's international business environment. And, as you know, where credit is extended, delinquent accounts will unavoidably follow. At this point, most companies turn to an outside receivable management firm for help. However, as foreign buyers become more credit savvy, the powers of persuasion of a collection more...
Telephone Collections: Do's and Don'ts - Surviving the Jungle instructor led training : BenefitsThe credit and collection industry has grown dramatically over the past 20 years. Creditors are faced with increasing challenges in making loans and extending credit. The collection staff members in these creditor settings face mounting customer difficulties and tighter compliance environments. This teleconference will help you understand the importance of developing an effective recovery strategy for optimum success while operating in a compliant and ethical manner. Techniques for managing the process and creating the proper collection culture within all business settings will be reviewed. A cursory overview of the most pertinent regulations will afford more...
Understanding Bankruptcy Code Section 503(b)(9) : BenefitsIn today's economy there is an unprecedented wave of retailer bankruptcies that is likely to increase over the next year. Frequently, sellers of goods to insolvent retailers end up financing, unwittingly, these bankruptcy cases. In 2005, the bankruptcy laws were amended to provide sellers of goods received by a debtor within 20 days before bankruptcy an administrative expense priority claim in bankruptcy. This teleconference is designed to help sellers and their professionals maximize the opportunities to get paid in priority to other creditors. This teleconference will explain how to perfect these priority claims and how to successfully resolve any objections.  more...
Uniform Customs and Practice for Documentary Credits Update : BenefitsOn July 1, 2007, the rules governing letters of credit, the Uniform Customs and Practice for Documentary Credits, changed for the first time in over 12 years. The objective of this change is to clarify the rules, reduce discrepancies and disputes, and encourage renewed usage of letters of credit. Significant revisions include a change in the amount of time banks are allowed to examine documents, revised rules for bills of lading and multimodal transport, and a provision for more...
Using Social Media in Collections : BenefitsTechnology has changed how we all communicate and do business. Business owners and collectors have the added challenge of trying to contact debtors who may only have a cell phone and no landline, and use email, text messages or instant messages to communicate. How can you face this challenge while following the laws, following your ethics and without breaking any debt collection laws? In this audio conference, 'Using Social Media in Collections,' you will learn how you can use social media websites and new technology to maintain a good customer base, keep good paying customers on track, and more...
When Words Get In The Way: FDCPA Claims Based On Collection Letters instructor led training : BenefitsThe defects in collection letters form the primary basis of claims against debt collectors. This live audio conference will provide an overview of the typical claims that are brought against debt collectors pursuant to the Fair Debt Collection Practices Act and the best defenses against such claims, a discussion of recent cases involving claims emerging from the language and format used in collection letters, and practical do's and don'ts to avoid common FDCPA violations. This live audio conference is designed for attorneys, credit and collection managers, presidents, vice presidents, business owners and managers, lending professionals, bankers and accountants.
Construction
2009 Updates to the International Residential Codes instructor led training : nSignificant changes to the 2009 International Residential Code lie ahead for many in the construction industry. Some of the changes will be controversial as jurisdictions will have to choose whether or not to adopt the new codes, such as residential fire code provisions, as system manufacturers and installers work to keep up with the mandates. Some professionals view the changes as unnecessary, express technical concerns or unjustified expense. On the other hand, homes that are constructed under the new 2009 IECC are forecasted to save more...
Advanced Issues in GMP Contracting : BenefitsAs owners have searched for project delivery systems that reduce the overall duration from project conception to project completion without increasing their risks or their costs disproportionately, one of the most common approaches has included the use of guaranteed maximum price, or GMP, contracts. However, as the use of the various GMP contract formats has proliferated, so have disputes. This live audio conference will address and resolve these dispute suggestions that parties to these disputes often lack full appreciation of the differences between GMP contracts and the contracts that the users are used to working under, how to manage the more...
AIA and ConsensusDOCS Contract Documents: Comparison and Contrast instructor led training : nHardly a business day goes by in the construction industry when the parties involved in the construction contracting process encounter standard form contract documents. Two of the principal sources of such standard form construction contract documents have both recently issued the 2007 editions of their respective families of contract forms. The long established family of documents published by the American Institute of Architects has been substantially revised. The new family on the block, the ConsensusDOCS, represents an more...
AIA Contracts instructor led training : BenefitsAvoid the pitfalls of misinterpretation. Make AIA contracts work for you. Help is available for understanding complex AIA contract provisions - get it now, before you wind up with costly delays or time-consuming lawsuits. Join us for this seminar and get a solid understanding of commonly used AIA documents and how to use them to minimize your liability. Discover how to protect your company and avoid pitfalls such as delays, cost issues, payment disputes and much more. Know exactly what will happen if things go wrong - and how AIA contracts can help you avoid these disasters by addressing the issues upfront. Register today to get the insight you need to sign your more...
AIA Contracts: The Owner-General Contractor Agreement : BenefitsFor more than a century, The American Institute of Architects has published an integrated set of contract forms for the construction industry. While other industry groups independently have prepared their own competing set of forms and, more recently, some have banded together to create more of a consensus-based set of forms, the AIA forms remain the most widely used and accepted in the industry. Some owners and developers use the AIA forms without any changes and many others have developed their own standard set of revisions to more...
AIA Document A312 Payment Bond Forms instructor led training : nMany owners require contractors to obtain payment and performance bonds using the American Institute of Architect's A312 bond forms, but those bond forms require contractors, owners and sureties to contend with a number of challenges - the most recent of which 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 more...
AIA Document A401 : BenefitsConstruction subcontract agreements are often given less strategic consideration than prime contract documents. Whereas the prime contract may be analyzed and negotiated for an extended period, the subcontract may be pulled from an older project and put in place with a simple name change and scope of work change. Failure to consider the subcontract strategically may prove disastrous. Subcontractor disputes are common, and without strategic planning during the contract formation stage, the parties may suffer later. This teleconference analyzes a standard subcontract document which is readily used on construction projects, and identifies areas where the standard form may be improved. The more...
AIA Document D503(TM) - 2011: Guide for Sustainable Projects : BenefitsThe movement toward a sustainable built environment is rapidly evolving, significantly impacting the way buildings are planned, designed, constructed and used. Different and potentially competing forces, such as owners' goals, code requirements, and basic liability considerations, can impact the sustainable objective targeted for a project and the sustainable measures needed to achieve the sustainable objective. It is critical that everyone involved in a sustainable project understand the distinctions between potential objectives, and have a clear process for development and implementation of the project design. In May of more...
Avoiding Legal Pitfalls on Construction Projects: The Three Ds (Dollars, Delay and Defects) : BenefitsConstruction projects are notoriously fecund areas for legal disputes, most of which can be categorized according to the Three Ds: dollars, delay and defects. Is it inevitable that all construction projects will at some point be labeled troubled, or is it possible to avoid the chronic and recurring bugbears? This audio conference will help you anticipate and maybe even avoid the classic legal pitfalls arising on construction projects. We will explain how emerging technologies - such as high-tech 3-D computer assisted design and sustainable construction methods - will provide new more...
Avoiding the Basic Pitfalls of GMP Contracting instructor led training : BenefitsAs owners search for project delivery systems that reduce the duration from project conception to project completion one of the most common approaches has included the use of guaranteed maximum price, or GMP, contracts. However, as the use of these contract formats has proliferated so have disputes that strongly suggest that the parties using them do not fully understand: the differences between GMP contracts and the contracts that the users are used to working under, or the risks that are inherent to this delivery system. This audio conference will highlight basic differences and alert you to the unique risks of using this format. more...
Avoiding the Risk of Subcontractor Default instructor led training : BenefitsIn today's construction market, many contractors find themselves expanding into new territories to secure profitable work. With this expansion comes the increased risk of subcontractor default due to unfamiliarity with local subcontractors and suppliers. The default of a critical subcontractor or supplier can have a substantial impact on a project causing delays that can adversely affect the general contractor, other subcontractors, and owners and developers. This teleconference will provide best practice procedures for prequalifying subcontractors and managing subcontractor default risk. It will also provide guidance for steps to take in the event a default occurs. more...
Basic Principles of Construction Insurance instructor led training : BenefitsThis live audio conference will offer an overview of basic insurance coverage used for construction projects. The presenter is an experienced construction and insurance coverage attorney who will discuss how to secure appropriate insurance coverage at a project's inception and what to do when claims arise during construction or after project completion. Builder's risk, CGL and other common project policies will be discussed. Prior attendees have described this as among the best presentations they've participated in, extremely informative and useful, and have described the presenter as knowledgeable and possessing in-depth understanding more...
Builders Liens instructor led training : Exercise your lien rights and be prepared for any legal battles on the horizon - Don't be caught off guard! Attend this seminar and get a solid understanding of the key legal issues that commonly arise on construction projects in British Columbia in relation to builders liens - and an up-to-date knowledge of the latest developments in the law. You'll learn about related topics essential to understanding builders liens, including the trust, and labour and material payment bonds. Handling construction payment disputes in British Columbia can be a turbulent process, but armed with the necessary legal knowledge, you can more...
Building Assessments : Benefits strong Proper building condition assessments can save you headaches and money. /strong Understanding what to look for in a building condition assessment can help you find potential problems early before they turn into major expenses. Attend this seminar and get the information you need to conduct audits and determine repair needs early. Our expert faculty will walk you through common issues and the different testing techniques to help you determine what repairs may be needed. Register today and learn how to properly evaluate buildings to help make long term maintenance and repair plans, and avoid unexpected costs. Benefits for You - more...
Building Code Compliance Specifications : BenefitsBuilding codes place responsibility for designing a building project in accordance with the appropriate adopted codes and standards in the location of the project while building officials are charged with reviewing the plans and specifications for compliance. Many design professionals do not understand how much information to include in their project specifications as it relates to code compliance nor the limits placed on them by their professional liability insurers. This teleconference helps design professionals understand their responsibilities regarding code compliance and how to incorporate these requirements into their project specifications. The teleconference also more...
Building Codes in Alberta instructor led training : BenefitsDon't just guess - know that your project is code-compliant. Prevent mistakes and fines before they happen. Attend this seminar and be proactive in learning about the latest changes to building codes in Alberta. Register today and learn to handle even the most complicated building code issues without hassles. You will walk away with practical how-to's for avoiding code violations. Make sure every project decision you make is up to code - register now. Benefits for You - Navigate building codes from a legal perspective - Gain insight on fire safety and how reviews are more...
Building Codes in Massachusetts instructor led training : BenefitsDon't just guess - know that your project is code-compliant. Prevent mistakes and fines before they happen. Attend this seminar and find out how building code compliance at the front end will save you from headaches, charges and costly project delays throughout the building process. You will also explore the implications of the Massachusetts Architectural Access Board regulations for both existing buildings and new construction. Register today and walk away with a reliable road map for code compliance under the Massachusetts building code. Make sure every project decision you make is up to code. Benefits for You - more...
Building Information Modeling: Planning, Design and Legal Considerations instructor led training : BenefitsWhether you are an owner, a designer or a builder, you need information about building information modeling. The good news is that there is lots of information out there; the bad news is that much of it is not useful. No one knows everything about BIM but we can start by talking about authoritative sources for BIM information, then sprinkle in some basic BIM concepts. Information will be presented that will be of interest for any team member. We will talk about some new developments in BIM contract language that you may have heard about, as well as what legal issues may be real and what may just be excuses. When we talk more...
Calculating the Cost of a Change : BenefitsChanges on construction costs are inevitable. That means that often-difficult negotiations of the appropriate price for the change are also inevitable. The objective of this live audio conference is to help systematically strip away the mystery, the magic, the misconceptions, and the uncertainty surrounding the pricing of changes. Contractors will learn what they must include to be made whole. Owner's will learn both what they should pay and what they shouldn't pay. CMs, attorneys, and the consultants and accountants that advise them will learn what is needed to accurately and persuasively price a change. We will focus on the hard topics - the legitimate damages associated with more...
Challenges and Contractual Issues With Sub-Subcontractors instructor led training : nA subcontractor in today's construction industry faces unique challenges and concerns - from dealing with 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 subcontractor is often tempted if not altogether resigned to subject itself to unfavorable indemnification clauses, payment clauses, etc. However, a contract that is overly favorable more...
Change Order Basics : BenefitsAttend this teleconference and receive valuable information on change orders, construction change directives, cardinal changes, abandonment, contract modifications and managing change. You will gain a clear understanding of these concepts and how they apply to the owner, contractor, subcontractor, lender and surety. The panel will discuss differing site conditions, defective or ambiguous plans and specifications, disclosure of information, allowances, owner interference, inspections, unit prices, ripple effect, cumulative impacts, disruption, total cost claims, modified total cost claims and contingency, and how these concepts relate to construction contract modifications. Learning more...
Change Orders in New Jersey instructor led training : BenefitsLearn how to navigate through complex change order procedures to prevent costly mistakes. As a professional involved in construction projects, you know how important it is for change orders to accurately reflect the intent of all parties. Hastily negotiated and vaguely drafted change orders fail to express the intent of parties and - more often than not - lead to unwanted and unnecessary disputes. Attend this highly informative seminar and learn about key issues you need to address when negotiating and evaluating change orders. Don't miss this timely opportunity to get the information you need to help your organization avoid the added time and expense of having to resolve and more...
Collaborative Delivery Method Fundamentals : BenefitsMany owners looking to maximize the 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 that are considered to be collaborative. A tool to help organizations understand which options are used by their own organization will be introduced. Building on this foundation of understanding of the available options, a closer look will be more...
Collecting Construction Payments instructor led training : Yes, you can collect your payments without fear! What every construction professional needs to know. Attend this enlightening seminar and stay abreast of the latest issues relating to collecting construction payments. Our seasoned professionals will provide practical answers to your most pressing questions about extras and changes. You'll get an inside look at how to respond to confusing issues surrounding mechanics liens. Take advantage of this opportunity to make sure you stay current and stay out of trouble. You'll hear proven techniques for getting results - and getting ahead. Benefits for You - Avoid potholes on the road to success in collecting money for your work - Increase your more...
Collective Bargaining and Construction Labor Contracts : BenefitsThe construction industry is rife with contractors who sign collective bargaining agreements and later find out that the agreements do not accurately represent the verbal understandings they had reached with the union. Many of these contractors soon learn they are bound to the collective bargaining agreements for longer periods of time than expected and that the agreements cover all projects involving work within the union's jurisdiction. As a result, the contractors exposed their businesses to increased labor costs as well as potential liability to the union benefit funds for unpaid benefit contributions. With proper planning and a better understanding of the more...
Common Principles for Successful Design-Build Projects instructor led training : BenefitsYou will learn how design-build project delivery systems differ from the traditional design-bid-build system, how to evaluate whether design-build may be advantageous for your particular situation and project, how to structure a design-build approach to maximize the probability of a successful project in either the private or the public sector and how to select an appropriate contract format. Learning Objectives - You will be able to explain potential risks in design-build. - You will be able to review and apply design-build in the public sector. - You will be able to define and compile contract provisions. - You will more...
Condominium Construction Issues in Florida : BenefitsStop condominium construction nightmares in their tracks - get on the right track from the start. Attend this enlightening seminar and stay abreast of the latest issues relating to condominium construction. Our seasoned professionals will provide practical answers to your most pressing questions about new developments. You will get an inside look at how to respond to confusing issues surrounding risk management and claims avoidance. Take advantage of this opportunity to make sure you stay current and stay out of trouble. You will hear proven techniques for getting results - and getting ahead. Benefits for You - Find out what makes a more...
Conflicts With Additional Insured Coverage instructor led training : BenefitsStandard form contracts and purchase orders often require contract counterparties to add one another as additional insureds to general liability, property and other insurance policies. Relying upon another parties' insurance coverage can offer important benefits to the additional insured, whose own insurance coverage may not be implicated in the event of a claim. At the same time, relying upon additional insurance coverage can present pitfalls. A variety of forms are used to provide this coverage and these different forms may provide less (or more) coverage than the parties understand or anticipate. This teleconference will provide a critical review of both the basics of more...
ConsensusDOCS Contract Fundamentals : BenefitsIn the fall of 2007, the Associated General Contractors of American and the Construction Owners of America folded their AGC contract documents program into a new organization and issued a new series of contracts called the ConsensusDOCS. These forms, some revised and some entirely new, were issued at nearly the same time as the American Institute of more...
Construction and the Uniform Commercial Code : BenefitsHow and when does the law of sales affect the rights and responsibilities of the parties in a construction project? Construction contracts are service contracts and sales of personal property contracts are contracts governed by Article 2 of the Uniform Commercial Code. What are the theoretical and practical differences between the two types of contract? When is the sale of goods simply part of a construction contract and when does a construction contract become a contract for the sale of goods? How does a general contractor make sure that the personal property components it more...
Construction Claims in Mississippi instructor led training : BenefitsDon't let claims sneak up on you - learn the right way to avoid and handle them when they do happen. You can learn, in just one day, how to handle construction claims without losing valuable project time and money. Our experienced and well-respected professionals can even give you the tips you need to avoid claims altogether. All you have to do is enroll in this seminar today. Attend this seminar and get valuable information on delays and extra work claims in Mississippi construction projects. With the materials and presentations from this seminar, you will have a clear understanding of the effect claims have on the construction and more...
Construction Contract Accounting: A Three-Dimensional Look at the Numbers instructor led training : nFinancial reports do more than help you comply with the terms of the contract. Financial reporting can help you become more profitable by giving you the information you need to make smart management 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 third-parties. n- You will be able to identify contract costs. n- You will be able to calculate cost structure analysis for more accurate estimating. n
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 conduct the procurement of construction services, those who seek the award of contracts, and the attorneys who advise and represent the parties will all benefit from this teleconference. Learning Objectives - You will be able to compare types of bid more...
Construction Delays Caused by Permitting instructor led training : nConstruction delays caused by delays in obtaining permits can result in significant costs to all parties involved in a project. It is essential for you to know how to avoid permitting delays and how to address them when they arise. This teleconference will address how to use contract language to minimize and allocate the risks associated with permitting delays. In addition, it will address certain best practices, such as carefully considering the permitting process during the development of the design and construction schedule. You will also learn how to handle claims that arise from permitting delays. n nLearning Objectives n- You will more...
Construction Documentation: Preparing Effective Job Records instructor led training : BenefitsAlthough the term 'papering the file' is often associated with increased documentation efforts in preparation for litigation after a job has gone bad, it shouldn't be. Effective communication and accurate recordation of those communications can keep the parties - and the project - on course and out of litigation. Should an irreconcilable dispute nevertheless arise, thorough project documentation facilitates the efficient resolution of that dispute. This program will help you to not only recognize the significance of various project documents, but also the true importance of the information recorded. The live audio conference will also explain what to more...
Construction Joint Ventures: Benefits and Pitfalls : BenefitsConstruction joint ventures, properly conceived and implemented, enhance the marketing opportunities and organizational assets of the individual joint venturers thereby enabling the joint venture to obtain and successfully complete larger more complex projects than those the joint venturers could undertake individually. Construction joint ventures are excellent vehicles for combining various disciplines for a particular project and for including MBE, WBE and DBE participation. But, ill conceived or poorly implemented joint ventures can be disastrous for the more...
Construction Lien and Bond Claims in Texas : BenefitsAnalyzing construction payment disputes in Texas can be a complex process. Learn strategies for tackling lien and bond issues for private and public projects. Owners will learn how to protect property from unperfected liens - and what steps to take if they do arise. Contractors, subcontractors and suppliers will learn how to efficiently collect payment for work performed or materials provided. Attorneys will learn how to deal with perfection issues in the litigation and foreclosure of mechanics liens Learning Objectives - You will be able to describe how to perfect lien rights on private more...
Construction Lien and Bond Law in North Carolina instructor led training : BenefitsArm yourself with an updated knowledge of North Carolina's newly amended lien and bond law. Attend this seminar and learn strategies for tackling lien and bond issues in any project. Find out how to efficiently collect payment for your work or supplies - or protect your property from unwarranted liens. If you're an attorney, learn how to properly advise your clients in the event of payment disputes or litigation. Handling construction payment disputes in can be a turbulent process, but armed with the necessary legal knowledge, you can successfully manage even the most complex and costly situation. Register today. more...
Construction Management At-Risk Fundamentals : BenefitsProject delivery systems continue to evolve as owners and contractors continue to look for better ways to manage the risks associated with the time and money it takes to get from project concept to project completion. The adversarial nature of the traditional design-bid-build approach has led many to look for ways to create more collaborative approaches. Construction management at-risk is one such collaborative approach that is having more and more successes in the marketplace. Whether you are an owner, an architect/engineer, a contractor, or a trade subcontractor, this live audio conference will help you understand how and why CM at-risk projects are more...
Construction Management/Design-Build instructor led training : How to avoid the pitfalls of ­­­construction management and design-build - what you don't know could hurt you. Attend this enlightening seminar and stay abreast of the latest issues relating to construction management and design-build. Our seasoned professionals will provide practical answers to your most pressing questions about risk management. You'll get an inside look at how to respond to confusing issues surrounding LEED® certification. We'll show you how to overcome any obstacles you may encounter - including cost and scheduling issues. Whether you are new to your field or have years of experience, you'll walk away with the ability to more...
Construction Management/Design-Build in New Jersey instructor led training : BenefitsWhat you don't know can hurt you - stay informed on issues in construction management and design-build. Attend this cutting-edge seminar and get helpful insight on construction management and design-build. You will gain a clear understanding of legal issues, organization and more. Meet the challenges ahead and find out what you need to know about contracts, ADR and litigation, and other important topics. These are just a few of the valuable tips we will discuss at this must-attend seminar. You will acquire the shrewd wisdom and good judgment necessary to succeed - no matter what challenges arise. Don't miss this opportunity to more...
Construction Payment Bond Fundamentals : BenefitsIn a tight economy, more situations arise where someone in the line of project contracts, from the prime contractor down to a second- or lower-tier subcontractor, fails to pay its bills - or even goes out of business. Those who are unpaid must seek alternative means to ensure payment. And those who are higher on the project chain must take steps to assure the flow of funds all the way down the line. This live audio conference helps the persons responsible for project controls, accounts receivable, accounts payable, and general risk management, to understand first the normal parameters and terms of payment bonds. We will provide practical tips associated with either 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 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 more...
Construction Project Accounting : BenefitsThe euphoria of being awarded a contract often overshadows the real work behind the scenes required to make the project successful. Join us for a 'tour of the bases' as we use a baseball analogy for construction project accounting. Learn to identify up-front issues and procedures needed to have a successful bid, assure yourself you are prepared once you get 'up to bat' by pinpointing the areas you need to control and monitor as the job progresses, identify the obstacles that get in the way and how you address them so cash flow is supporting the costs of the project and not your company, and end with what project close out means for you to score early and win. Learning more...
Construction Project Closeout: Is Your Customer Satisfied? instructor led training : nMake sure your customer is satisfied at project completion - register for this thorough teleconference today. You'll learn the proactive strategies you need to make sure project closeout goes smoothly and you're not spending the final days dealing with claims and complaints. n nOur expert will give you tips on establishing a bulletproof closeout checklist, handling move coordination and dealing with owner training - all the skills you'll want to have come closeout time. n nLearning Objectives n- You will be able to discuss scheduling and setting the ground rules. n- You will be able to explain the commissioning program. n- You will be able to review regulatory occupancy approvals. n- You will be able to discuss warranty maintenance programs.
Construction Project Management in Remote Locations: Site Considerations and Unique Challenges instructor led training : BenefitsClients that are developing projects in remote locations are increasingly demanding comprehensive design-build solutions for projects where the defined scope is often little more than a half-page concept of the desired output or regulatory result. The client expectations: technical and commercial analysis, scope of work development, a detailed execution plan, a detailed CPM schedule with day certain financial closing and a fixed price lump sum price to perform the work, all due in 3 to 6 weeks. A sense of urgency is the common thread that runs through all of the construction planning steps and is essential to the more...
Construction Recordkeeping and Documentation Requirements for Government Contracts : BenefitsWhile a systematic records retention policy is a hallmark of every successful business, it is also a mandatory condition of contracting with the federal government. Federal laws and regulations require federal contractors, including construction contractors, to maintain certain records related to the contract for a specific number of years. Consequently, federal contractors are well advised to establish good recordkeeping policies and procedures that satisfy their legal obligations. Establishing such policies and procedures however, can be complicated, especially because other practical considerations of contracting with the government may expand a more...
Construction Release Due Diligence : BenefitsIt's not the release you see that will hurt you. It's the release you don't see. The release embedded in the fine print of the standard form contracts you sign. The release that's not called a release. It's called a lien waiver, or a pay application, or acceptance of final payment, or a change order, or waiver of subrogation. The document you sign without recognizing how it may impact your right to make a claim. In these recessionary times, money is tight and cash is king. Claims are at a premium. Pressure to make the schedule trumps claims administration. 'Do the work and we'll sort it out later' is the mantra of the modern construction project. And, it causes contractors to take more...
Construction Site Hazard Prevention instructor led training : nSerious injuries, fatalities and citations issued by OSHA tend to involve the same violations over and over again. Penalties can be quite severe and may also result in lost business. Although most companies have detailed safety programs, translation of requirements to field activities may not be consistent. The most difficult aspect of establishing an effective safety plan involves the establishment of proactive hazard recognition and accident prevention systems. We all want our workers to go home at the end of the day safe and sound to their families. This teleconference will help you achieve that goal by understanding how to evaluate your current more...
Construction Substitutions: Current Issues and Complexities : BenefitsSubstitution requests on construction projects have been around since the first contractor had to competitively bid for the work. In today's market, winning a contract for the provision of construction products has become even more competitive. This audio conference will help you understand the steps in the process and what the important considerations are in reviewing a substitution request. We will also provide insight on current issues surrounding substitution requests. Learning Objectives - You will be able to discuss initiating and processing a substitution request. - You will be able to define what to say more...
Contractor Guidance on Avoiding OSHA and Other Legal Problems : BenefitsConstruction employment is at a record low and yet construction employers make up over 60% of the employers cited by OSHA and account for an even higher percentage of the unlucky employers placed on the OSHA Severe Violators Enforcement Program List. Even those contractors with national recognized safety management programs find themselves exposed to costly 'repeat' citations and unusual new enforcement approaches and interpretations. This live audio conference will focus on three areas: (1) recognizing and responding to OSHA's increasingly complex citation theories; (2) managing OSHA and other government visits under more...
Contractor Selection : BenefitsIn today's difficult financial times when construction is considered, it is vital to have the best construction team members available. While design professionals, lenders and other professionals are important for a successful project, in these 'watch the bottom line' times, the contractor you place in charge of the work is the most important person on the project. This teleconference will assist you review the key issues on contractor selection and raise important points for the negotiation of construction contracts. Learning Objectives - You will be able to breakdown project delivery methods. - You will be able to explain contract negotiation and more...
Contractor's Dilemma of Dealing With Bad Plans and Specs instructor led training : BenefitsPlans and specifications are, 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 and remedies when confronted with poorly drafted, ambiguous or conflicting plans and specifications on both public and private construction projects. Knowing what options are available and what you can or should do to mitigate damages, more...
CPM in Construction Management: Preventing and Measuring Delays instructor led training : BenefitsThis audio conference will discuss how to use today's project management tools effectively to identify project delays before they are insurmountable. You will learn how to use the schedules persuasively and reliably to measure and quantify project delays. The discussion will also provide the technical and legal foundation for the techniques presented. You will be brought up-to-date on the very latest scheduling tools and concepts relevant to recognizing and quantifying delays on a construction project. Our speaker will introduce the concept of the longest path, present a simple way to understand float ownership and tackle the conundrum of concurrent more...
Current Issues in Subcontracts and Teaming Agreements : BenefitsSubcontracts and teaming agreements are common in business and take many forms. When the customer is the Federal Government however, companies often try to squeeze these relationships into their standard purchase orders and performance work statements. Particularly with heightened scrutiny by all federal agencies over the entry into contracts and the performance of those contracts, by all tiers, ensuring that the relationship is structured in the most efficient manner and shares risks in the most efficient manner will minimize the headaches associated with investigations and claims. This live audio conference more...
Damage to Adjacent Property and Structures : BenefitsConstruction projects present many risks, including the risk of damage to adjacent structures and real property. For example, subsidence caused by improper or ineffective excavation and shoring may cause foundations to crack and other resultant damage. Soil and groundwater can be contaminated from construction materials used by trade contractors. This teleconference focuses on best practices for identifying these risks at the outset of a project and their effective and appropriate transfer using contractual and insurance based risk transfer methods. You will also learn how to effectively manage claims when they arise. The presenters are experienced construction attorneys more...
Differing Site Conditions instructor led training : nThe advent of and increasing use of 3-D building information modeling is taking 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 condition claims as between those subtrades if BIM is in use. However, BIM has only been used in the most complex and high-dollar more...
Documentation and Proof of Construction Delay instructor led training : BenefitsTime truly is money, especially in construction. Consequently, being able to determine and document delay is a crucial skill. This live audio conference will focus on the key terms, important contract provisions and the most successful approaches to the determination of delay. It will include a discussion of the importance of the critical path, the importance of the contemporaneous documentation and the pitfalls associated with discredited analytical techniques. It will also describe the underlying legal concepts and decisions. Step-by-step, real-life examples will allow you to see how the concepts and techniques presented in the audio conference are actually applied. more...
Effective Job Cost Reports in Construction Project Management instructor led training : 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 potential problems before they seriously impact a project's success. This 90 minute teleconference will address the entire life cycle of the JCR, including the proper creation, implementation, maintenance and use of a JCR. You'll learn the more...
Effective Quality Control and Quality Assurance : BenefitsDelivering quality in building design and construction faces two major challenges. The first is that buildings are becoming ever more complex and less resilient against normal use. HVAC, Controls, and Lighting systems in even simple buildings can be quite challenging and innovative. Building enclosure technology is rapidly changing with new ideas such as rainscreen walls and air barriers. New materials are entering the market and many are not as durable traditional materials. Energy savings are driving a good bit of this innovation. Second, delivery of these complex buildings is during more...
Eichleay Damages and Delay Claims : BenefitsThe latest issue in Eichleay debates is whether Eichleay damages are dead or just dying. Eichleay damages are only recoverable upon certain elements being met, but the elements continue to get stricter interpretation. Entitlement to Eichleay damages requires proof of three elements: 1) an owner imposed delay; 2) there is standby; and 3) while on standby the contractor cannot take on substitute work. Under this stricter federal standard, a contractor must demonstrate effective suspension of much or all of its work to satisfy the standby requirement for entitlement to Eichleay damages. Should you even focus on Eichleay damages in your delay more...
Embracing Social Media to Build Concrete Relationships in a Bricks-and-Mortar World : BenefitsTo many, social media may sound more like social waste of time. In reality, social media is a shift in how we communicate. It's about relationships, not technology. It's changing our business world faster than we thought possible. Many within the more traditional bricks-and-mortar A/E/C industry are getting left behind. Attend this audio conference and you will learn how some companies in the industry have already embraced social media and consequently are now seeing huge results. Rather than a tutorial on different online technologies, this program will discuss specifically how you can use social media to establish yourself as a go-to expert in your more...
Energy Efficiency Tax Incentives for Residential Builders and Commercial Building Owners : BenefitsThere are a number of energy incentives available for builders and owners of residential and commercial real estate. These federal tax incentives are available for projects ranging from relatively simple building upgrades to the implementation of new electrical systems. The types of tax incentives available to taxpayers include tax deductions, tax credits, and payments of cash grants in lieu of tax benefits. These incentives are often overlooked by buildings and owners of residential and commercial real estate even though these incentives can substantially reduce the cost of installing energy efficient property. This live audio conference will guide more...
Essential Concepts In Construction Contracting : BenefitsThis live audio conference is designed to educate persons responsible for construction contracting about project delivery systems, basic concepts and contract terms, and the allocation and avoidance of risk in construction contracts. Pitfalls for the unwary will be addressed, especially when using standard form agreements and informal contracting on small projects. This program is appropriate to persons whose previous responsibility did not involve negotiating construction contracts or understanding the financial implications of risk allocations. Whether you are an owner, contractor or design professional, the information learned in this audio conference will more...
Everything a Construction Player Should Know About Insurance instructor led training : Benefits strong Stop construction insurance nightmares in their tracks - get on the right track from the start. /strong Liability insurance is a critical component of risk management for every owner, general contractor or subcontractor today. Attend this seminar and learn the basics of liability insurance, including covered risks. You'll get up to speed on cutting-edge issues facing the parties and acquire tools for dealing with difficult contractors and insurance companies as well as the court system. Take advantage of this opportunity to make sure you stay current and stay out of trouble. Register today to reserve your more...
Fast-Track Construction: Opportunities and Challenges Management : BenefitsMore and more construction projects are being done with at least some fast-tracking where construction starts before the design is complete. At the same time, there are industry trends that are dramatically changing the way projects are designed and built. Understanding the challenges and inherent risks of fast-track construction and these trends can help owners, architects, engineers and contractors maximize their potential for profit and success. Owners are attracted to fast-track construction for potential money and time savings, but may not be aware of trade-offs that may cause some project budget items to increase, including internal project more...
Float Ownership Issues in Construction Project Management : BenefitsFloat is a measure of schedule flexibility. It can be used to avoid creating disputes about delays or misused to exacerbate them. We will discuss the relationships between schedules, float and delays, and examine techniques which may be used to manipulate them and to minimize manipulation. This teleconference will also review the effect of contract provisions and the development of case law related to the use of float. This teleconference will increase awareness of issues related to float and better idea of how you can address those issues. Learning Objectives - You will be able to discuss contract provisions. - more...
Forums for Resolving Construction Disputes : BenefitsWhen the parties to a construction contract are unable to resolve a change order request, the decision to pursue the matter beyond the administrative remedies defined in the contract can turn out to be a worthwhile investment or throwing good money after bad. Often the difference is related to the forum that has been chosen to resolve the dispute. As a result, contractors and owners, and the attorneys who represent them, need to be familiar with the different options that exist for resolving construction disputes. This teleconference will focus on certain key aspects of these various forums as they relate specifically to construction disputes. It will include a discussion more...
Fundamentals of Construction Contracts in Pennsylvania: Understanding the Issues instructor led training : BenefitsKnow your risks before you sign. Learn the essentials of contract law and risk management. Keep your risks to a minimum and your profits to a maximum. Construction contracts can help you do this and much more. Register for this seminar and get a working understanding of contracts to minimize your risk of devastating financial loss in today's economic climate. Improve your contract know-how so you can have an advantage in your next contract negotiation. A strong knowledge of contract terms and conditions will help you save money and avoid disputes - so start building that knowledge now. Register today. Benefits for You - more...
Fundamentals of Construction Contracts: Understanding the Issues instructor led training : Benefits strong How to avoid the pitfalls of construction contracting - what you don't know could hurt you. /strong Contracts are a legally charged part of every construction project - they can impact the rights and remedies of owners, lenders, contractors, subcontractors and suppliers positively or negatively. Building a strong knowledge of construction contracts and related terms and conditions will go a long way in helping you avoid disputes. Attend this seminar and get the knowledge and practical insight you need to understand the legal and administrative issues associated with construction contracts. Our experts will more...
Green Building and Sustainable Design in New Jersey instructor led training : Green building isn't as costly as you think - find out how to save money while minimizing your risk. Yes, you can build green and save money. Unfortunately, many professionals lack the know-how to make sure their budgets don't suffer. Even for those who do, green technology and legal issues are changing so fast that it may seem impossible to keep up. That's where we can help! Attend this seminar and discover how green buildings can help you make more money because they're more attractive to buyers. Get the latest techniques that top professionals are using to slash their costs and prevent time-consuming legal headaches. Building green doesn't have to mean sleepless more...
Green or Sustainable Construction instructor led training : Stay ahead of the curve - learn how to incorporate the latest green building practices into your next project. Green technology and technical issues are changing so fast that it may seem impossible to keep up. That's where we can help! Attend this seminar and discover how green buildings can help you make more money because they're more attractive to buyers. Hear an informative case study to help you learn the techniques that top professionals have used to succeed in green construction. Building green doesn't have to mean sleepless nights and heated arguments with your design team. Find out how by signing up today! Benefits for You - Stay updated on the latest green products and more...
How Design Documents Can Prevent or Cause Construction Claims instructor led training : Stop construction claim nightmares in their tracks - get on the right track from the start. Join us for this must-attend seminar and gain a clear understanding of the relationship of design documents to construction claims. Gain winning strategies for navigating the labyrinth of risk management issues. Solve your toughest problems regarding claims without worry. Avoid problems down the road by making sure you have all the latest information and survival tips. And that's not all! This seminar will also change the way you approach dispute resolution. Register today and get a game plan for ensuring success for you and your company. Benefits for You - Get a more...
Head Office
MilwaukeeWIUSA
Training and Seminar Locations
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