Lorman Education Services |
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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
Lorman Education Services Seminar Schedule
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
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
: 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
A Tax Primer on Real Estate Investment Trusts
: 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.
Buying and Selling Partnerships, LLCs and Other Similar Entities
: 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...
FASB Codification: Are You Ready?
: Benefits strong The official launch of the FASB Codification begins on July 1, 2009, on that date the codification becomes 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. /strong 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 be one level of authoritative GAAP, excluding the guidance issued more...
Federal Tax Classification of Series LLCs
: 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 impact of the recently-finalized treasury regulations on open-account debt extended to S corporations by their shareholders. The extension of debt by shareholders to S corporations can be an effective way of producing tax basis that supports the ability of shareholders to deduct losses. The regulations now limit that ability with respect to open-account debt. We will discuss how the regulations impact S corporations and their shareholders. Methods of mitigating this impact will be explored.
Accountants, CPAs, CEOs, presidents, vice presidents, CFOs, controllers, business owners and managers, enrolled agents and attorneys
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...
Independent Contractor Reporting
: 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
: 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...
LLCs: Advanced Planning and Latest Trends
: Steer clear of the common pitfalls that plague LLCs.
Choosing the proper business entity is crucial to the success of a new business, and more and more small businesses are choosing LLCs. Unfortunately, many businesses are unprepared for the tax consequences associated with these entities. Attend this seminar and get the information you need to make informed decisions regarding forming, operating and terminating LLCs, as well as transferring their interests.
You'll learn from experienced professionals how LLCs are formed, maintained and taxed. Find out how to operate your business to reap the benefits that LLCs provide. Don't pass up this more...
Preparing an Accurate Form 1041
: BenefitsWith more individuals using trusts in estate planning, knowing how to prepare an accurate Form 1041 is becoming more important than ever. Properly computing taxable income and correctly allocating taxable income between the entity and its beneficiaries can avoid not only challenges by the IRS but also disgruntled beneficiaries. This teleconference will help you understand the main rules on 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...
Preparing for the International Financial Reporting Standard
: nOn November 14, 2008, the SEC released its proposed road map for the adoption of IFRS in the United States. At 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.
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nBoth of these events represent progress toward the adoption of IFRS in the United States. more...
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
: nThis 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 90-minute teleconference and stay apprised of these tax developments, as well as learn valuable tax saving strategies in real estate taxation.
Restructuring: Changing Your Choice of Business Entity
: 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)
: 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'll not only learn how to identify these pitfalls, but you'll also get practical tips on dealing with them.
Accountants, CEOs, presidents, vice presidents, CFOs, controllers, attorneys, financial planners, business owners and enrolled agents
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
: 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
: 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...
Tenancies in Common - Legal and Practical Issues
: 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...
Understanding Business Valuations From Purpose to Product
: 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
: nApportionment 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 that - without such planning - 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 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 New Penalties for Tax Preparers
: 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 and Powers of the Trust Protector
: nThink 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 towards 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 more...
Banking
Bankruptcy Preferences
: 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.
Commercial and Real Estate Loan Documents: More Than Just Papers
: 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 payment stops coming.
Learn to make the ironclad loan documents that will go a long way in protecting your organization in these shaky financial times. You'll 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 Real Estate Finance in Challenging Times
: 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 and State Mortgage Lending Laws, and Other Developments in the Mortgage Market
: Concerned about how mortgage lending is changing - and how this affects your practices?
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 Minnesota 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 legal standards in Minnesota. We'll show you how to overcome any obstacles you may encounter - including ethical issues. Whether you are new to the field or have years of 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
: 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
: BenefitsThe financial crisis occurred in mid-2008 and was brought to a crescendo when AIG was taken over and Lehman Brothers failed in September 2008. The reasons behind the failures were many but beneath it all was the collateral position of the real estate and proper risk assessment of the asset. The single most important question is always - What is the value? All federally regulated institutions are required by law to have due diligence and appraisals completed. When this process is short cut, not understood or more...
Current Trends in Green Lending
: 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.
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Designing Effective Interest Rate Risk Management in Turbulent Times
: 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.
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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
: 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 teleconference will help you navigate the complex universe of document retention rules. Perhaps more importantly, however, this teleconference will explain the necessity for a vigorous document destruction program. Consistent management of documents reduces litigation exposure and regulatory criticism.
more...
Due Diligence Considerations for Participation Loans
: 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 teleconference will explore loan assignment and participation transactions from the perspective of both the originating lender and the assignee or participant. You'll 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.
Attorneys, bankers, mortgage brokers more...
Enabling Loan Processes with Paperless Files
: 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...
FCRA and FACT Act Regulatory and Litigation Update 2009
: 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
: 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.
Foreclosure and Repossession
: Benefits strong Protect your organization - know the ins and outs of 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 Iowa 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. Sign more...
Fundamentals of SBA Lending: Documenting, Closing and Funding the SBA Loan
: BenefitsSBA lending affords banks and other lending institutions with the opportunity to finance commercial loans to small businesses and, at the same time, secure a 50 to 90 percent loan guarantee from the federal government. While the program can be quite profitable, it's not without its risks. Compliance with SBA regulations is mandatory to ensure success and profitability. With seismic changes occurring to the program over the last several months, it is critical to understand the new regulations and the way to make the SBA loan programs work for you.
Presidents, vice presidents, branch managers, lending and loan officers, brokers, loan department personnel, credit and collection managers, accountants and attorneys
IRA Rollovers and Transfers: Common Portability and Processing Concerns
: 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.
Lender Liabilities
: BenefitsRecent unrest in the credit markets and the unknown fallout from widespread instability in the subprime lending markets has prompted numerous economic prognosticators to predict an increase in loan defaults and corporate bankruptcy filings. As a result, lenders should expect that borrowers, guarantors and bankruptcy trustees will become more aggressive in asserting lender liability 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 more...
Loan Modifications: Available Programs, Issues and Fundamentals
: BenefitsIn this economic downturn with the mortgage loan default rate at unprecedented highs, lenders, investors and servicers are in a quandary as to how best to deal with their loan portfolios. Facing workouts or foreclosures, the mortgage industry must weigh its options to determine how to maximize its return. With likely foreclosure moratoriums, decreasing home values and governmental pressure, loan modifications are becoming a necessity.
This teleconference will address the latest loan modification programs available, the advantages and disadvantages of each, as well as servicing issues that may affect a servicer's ability to modify its portfolios, given 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
: 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...
Payment Fraud
: nAs a business owner, how do you know your customers are who they say they are? How do you know if the payments they are making to you, using credit cards or ACH, are good? Fraud is on the rise, with a tough economy and the abundance of malware in the market today, it is only a matter of time before your company becomes a target. As a business owner you need to understand the signs to look for that an order may be bad. You need to understand the tools that are available to you to investigate a potential customer.
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nThe teleconference is intended to be a fundamentals session, providing you a foundation-level of knowledge about the theories, best practices and terminology more...
Recent Developments With Loan Syndications
: 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.
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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!
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
Strategies Short of Foreclosure: Real Estate Short Sales and Beyond
: 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 Business Banking Litigation, Default, Workout, Repossession, Foreclosure and Bankruptcy: A Secured Lender's Perspe
: Protect your organization - know the ins and outs ofbankruptcy from the creditor's perspective.
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 every challenge you face.
Benefits for You
- Increase your more...
The UCC Article 9 Update
: BenefitsThe revisions to Article 9, which generally became effective in 2001, substantially changed the law. Now, with a few years of experience, the case law is beginning to emerge and develop, and practitioners are beginning to identify issues not contemplated by the drafting committee. The changes to the Article 9 filing system were significant and the prevalence of filing cases suggests that secured parties need to be reminded to do a better job. You also need to be aware of characterization issues and the potentially significant adverse impact if a deal that is documented in a manner that a court later determines does not reflect the true character of more...
The Uniform Commercial Code Article 9 Update
: Concerned 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'll get an inside look at how to respond to confusing issues surrounding perfection forms.
This seminar is presented by experts who practice revised Article 9 law in the trenches every day of their professional lives. Take advantage of more...
Understanding the Basics of Bankruptcy and Bankruptcy Terminology
: 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 teleconference will give you a road map to understand the bankruptcy process.
Attorneys, paralegals, presidents, vice presidents, branch managers, loan officers, loan department personnel, credit and collection managers, and accountants
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 that creditors need to avoid and obstacles that should be addressed. However, with careful planning, more...
Benefits
401(k) Plan Costs Including Recent Update on Supreme Court Rule LaRue v. DeWolff, Boberg & Associates Inc.
: nUnhappy 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 makers more...
Benchmarking your Health Benefit Program: How Do You Stack Up?
: 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.
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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...
Changes to Cafeteria Plans: What You Need to Know to Prepare
: BenefitsThe IRS recently issued new rules which replaced parts of the old regulations. These new rules are exciting but require you to review and act on your old documents. The information provided will assist you in decisions for the upcoming plan year and how to prepare for the changes.
Human resources and benefits managers, attorneys, controllers, CFOs finance directors, payroll managers, presidents, vice presidents, business owners and managers
Controlling Health Care Costs With Self-Funded Plan Options
: BenefitsThis teleconference will address questions an employer must answer when deciding to switch from a fully insured health plan arrangement to a self-insured arrangement. The speaker will cover different self-insured health plan options, for example, preferred provider, HMO, health savings accounts and health reimbursement arrangements. The importance of choosing a third-party administrator 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
Form 5500 Reporting Update
: 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. This teleconference 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.
Human resource managers, benefits administrators, payroll managers, controllers, finance directors, presidents, vice presidents, business managers, insurance professionals and attorneys
Fully Funded vs. Self-Funded Health Benefits: Which Option Is Best for Your Organization?
: 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: Implications for Employers, Insurers, and Individuals
: BenefitsHealth care reform could have a more significant impact on the United States economy and on our personal lives than any federal legislation in the past 100 years. 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 address the status of the various health care reform bills in Congress as of September more...
Health Insurance Boot Camp
: 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...
Internal ERISA Audits: Getting It Right Before the Government Shows Up
: nEmployee benefits plans are subject to a large number of requirements imposed by the Employee Retirement Income Security Act and by other laws such as the Internal Revenue Code. Failure to comply with these complex and ever-changing requirements could lead to substantial penalties or even the meltdown of the plan. This teleconference will highlight a number of these requirements and show you how you can audit your plans to ensure you comply with the rules. Keeping plans problem-free - or identifying and correcting problems that may exist - is a much better approach by an employer than waiting for a visit from a federal agency or having a participant initiate a lawsuit.
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...
Meeting Your Fiduciary Responsibilities Under ERISA
: 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
: 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
: 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...
Recognizing and Addressing COBRA
: BenefitsCOBRA - It has CHANGED AGAIN! But it wasn't actually the COBRA law that changed - you must track other laws to be sure you are in compliance. You have heard about the stimulus package but what has it done to our COBRA? The stimulus package now states that employees involuntarily losing their job between September 1, 2008, and December 31, 2009, will have special COBRA privileges including eligibility of a tax subsidy of their COBRA premiums. Actually the employer fronts the money for the majority of the COBRA more...
Return on Investment for Wellness Programs
: nMounting 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.
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nHuman resource, benefits and compensation staff members are all too familiar with the difficult - some say impossible - task of controlling more...
Same-Gender Marriage Rulings: Impacts on Employee Benefit Plans Across the Nation
: 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...
Smoking Discrimination in the Workplace: On and Off the Clock
: 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
: 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...
Understanding the COBRA Alternative Coverage Rules
: 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.
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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
: 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 more...
Wellness Programs: Legal Developments, Requirements and Risks
: BenefitsAs Congress looks at making significant changes to health insurance, wellness programs are playing a central role in the debate. Congress wants to encourage wellness programs and healthy lifestyles to help control the cost of health insurance and much of their interest is based on success stories from the private sector. But privacy advocates and some federal regulators take the position that wellness programs erode individual rights. Despite the regulatory uncertainties, more employers than ever are looking to wellness programs to control health insurance costs. Some employers are providing incentives to employees more...
Why Is This Guy Still on My Health Plan?
: nThis teleconference will cast light on an area many employers overlook but which has the potential to create significant exposure - that is, failing to coordinate a company's leave policies with the eligibility and termination provisions of its benefit plans. This results many times in inactive employees (inactive usually because of a disability or other leave of absence) lingering on employer's health and other benefit plans (dental, group life) where the employer continues to pay premiums despite the employee being no longer eligible under the plan. This teleconference will discuss the relevant legal pitfalls, including FMLA notice failure, 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: Master Your Usage of Excel's More Powerful 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 more...
Compliance With the PCI/CISP Credit Card Security Standards
: nThe Payment Card Industry Data Security Standard is now in its third year of existence and iteration. Derived from the original VISA Cardholder Information Security Program and MasterCard Site Data Protection program, PCI-DSS's now 245 distinct requirements have troubled merchants and financial institutions alike for years. This teleconference will help you understand how PCI-DSS applies to your organization and will provide time-saving and money-saving tips to get you compliant with the standard. Failure to comply will result in proactive fines from card associations, and massive fines in the case of a breach.
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. Excel Pivot Tables
: nAny 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. It also has a great visual complementary feature - a pivot chart - that further more...
Excel Formulas and Functions De-Mystified: Manage Your Excel Worksheets With Power and Confidence as You Master Formulas and Fun
: 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 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 more...
Microsoft Outlook 2007 Tips and Tricks
: 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...
Mortgage Cocktail: Lessons From the Credit Crisis and What May Be Next
: 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.
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nRather than poring over charts and graphs, you'll hear the unique insight and more...
Show Me the Money: Determining Return on Investment for People, Projects and Programs
: Benefits'Show me the money!' is the mantra of the day. Senior leaders in private sector, public sector, and social sector organizations want to see value for investments made in people, projects and programs. This value, more than ever before, is defined in terms of return on investment. Until you can produce solid, verifiable numbers that prove the worth of investments, you may never gain the 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
: nIn 90 information-packed minutes, you will gain the essential knowledge you need to read and interpret financial statements. First, you will learn what the major financial statements - the balance sheet, income statement and cash flow statement - tell you about an organization and how they tie together. You will examine the concepts behind the major sections in the financial statements, such as current versus long-term, cost versus expense, etc. This teleconference will also explore several approaches to interpreting the meaning behind the numbers, including comparative analysis and ratio analysis. Finally, you will learn various approaches to evaluating new investment opportunities and how to determine the sales they need to breakeven or to achieve a desired profit.
Using Green Strategies for Your Business to Increase Your Profits
: 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...
What Every Business Person Needs to Know About Legal Issues in Contracts
: nMost 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 teleconference 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 teleconference also 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
Collection
Chapter 13 Bankruptcy Procedures: What You Need to Know
: 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 Law: The Good, the Bad and the Profitable
: 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...
Cracking Nuts: Locating Hidden and Transferred Assets
: 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 transfers, more...
Establishing Payment Arrangements: Beyond Net 30
: 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.
FDCPA Claims Based on Collection Letters
: nThe collection of debts and judgments is a challenge for most businesses even when the economy is healthy. However, during times of economic slowdown and recession, you will face a higher volume of slow-pay and no-pay problems with both vendors and customers. This teleconference is designed to provide an overview of the Federal Fair Debt Practices Act; an explanation of key terms and definitions under the FDCPA; practical guidance on how the FDCPA applies to collection letters; a discussion of recent cases involving claims arising from the use, or misuse of collection letters; and more...
Foreclosing on Real and Personal Property Collateral: What You Need to Know
: 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 teleconference, 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 teleconference 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
: BenefitsThis teleconference will walk you through the steps in the life of a letter of credit, identifying pitfalls along the way. The teleconference will review and illustrate fundamental principles using real-life examples. Our presenter will explain how these principles apply to both commercial and standby letters of credit and how these two types differ. In particular, you'll learn why letters of credit might not get paid. Along the way, you will learn about standard and silent confirmation and how to get paid in hours instead of weeks.
Attorneys, credit and collection managers, presidents, vice presidents, business owners and managers, insurance professionals, lending professionals, bankers and accountants
How to Write an Effective Credit Policy
: 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
: nThis 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 voicemails, caller ID, emails, 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 the new technology available to the industry.
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? In this teleconference, 'Online Collection Techniques: Do's and Don'ts,' you can learn more about what types of online more...
Reading Financial Statements: A Creditor's Perspective
: nThis teleconference will teach you how to read and understand financial statements, especially from a creditor's perspective. It is also for investors and business owners who not only desire to expand their business, but who want a better handle on what the number on their financial statements mean and how they can become useful tools. This teleconference will impart useful and practical ideas, take the mystery out of finance and accounting, and allow you to use financial statements as useful and practical tools.
Skip Tracing: Three Types of Skips
: BenefitsIt's true that anyone can do skip-tracing - but to do it properly, you need to know more than the raw mechanics. At this teleconference you'll learn the practical techniques you can use to finally find who you're looking for. You'll get insider secrets from a renowned skip-tracing expert. Discover the no-nonsense tools you need to perform database searches, get valuable information and read a credit application. Become an expert in different kinds of skips - and explore the tools the pros use in skip-tracing and locating assets. Register today for this cutting-edge teleconference and find who you need to find.
Collections managers, credit managers, attorneys, presidents, vice presidents, controllers, accountants, business owners, bankers and loan officers
Telephone Collections: Do's and Don'ts - Surviving the Jungle
: 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...
Construction
2009 Updates to the International Residential Codes
: 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...
5 Principles for Successful Design-Build Projects
: 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 propose potential risks in design-build.
- You will be able to apply design-build in the public sector.
- You will be able to compile contract provisions.
- You will be able to integrate more...
Advancing and Defending Oregon Construction Liens
: BenefitsAttend this teleconference and learn strategies for tackling construction lien issues. Experienced attorney, Douglas R. Hookland, will provide an examination of the construction lien laws of the state of Oregon. Find out how to efficiently collect payment for your labor, materials, supplies and/or equipment - or protect your property from unwarranted lien claims. Learn how you can succeed in the litigation and foreclosure of construction liens.
Learning Objectives
- You will be able to identify what property is subject to a lien and who is more...
AIA and ConsensusDOCS Contract Documents: Comparison and Contrast
: 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
: Benefits strong Know what you're getting into before you sign your next AIA contract. /strong
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. more...
AIA Document A312 Payment Bond Forms
: 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...
Avoiding the Pitfalls of GMP Contracting
: nAs owners have searched 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 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 (a) the differences between GMP contracts and the contracts the users are used to working under or (b) the risks that are inherent to this delivery system. This teleconference is designed to highlight those differences and alert you to the unique risks of using this format.
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Basic Principles of Construction Insurance
: BenefitsThis popular teleconference offers an overview of basic insurance coverage used for construction projects. The presenters are experienced construction and insurance coverage attorneys 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. This teleconference will provide significant material in a relatively short period of time. Prior participants have described this as among the best presentations they've participated in, 'extremely informative and more...
Builders Liens
: 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 Codes
: Benefits strong Don't just guess - know that your project is code-compliant. /strong
Prevent mistakes and fines before they happen. Come to 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.
Register today and hear experts simplify building code issues and help you stay out of sticky complications - like permitting roadblocks, failed inspections and costly renovations. Make sure every project decision you make is up to code - sign up now!
Benefits for You
- Take the guesswork out of fire protection codes
- more...
Building Codes
: Don't just guess - know that your project is code-compliant.
Avoid having to re-build your building - and prevent mistakes and fines before they happen. Come to this seminar and be proactive in learning about the latest changes to building codes, especially since we have the new objective-based code.
Register today and find out what building problems the industry is facing and how to prevent them in your projects. Avoid the high cost of construction litigation by learning more about designing and building leak-free buildings. Make sure every project decision you make is up to code - sign up now!
Benefits for You
- Stay ahead of the curve by learning the recent changes to more...
Building Information Modeling: Planning, Design and Legal Considerations
: nWhether 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 about more...
Challenges and Contractual Issues With Sub-Subcontractors
: 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 Orders
: Stop change order nightmares in their tracks - get on the right track from the start.
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 properly address when negotiating and evaluating change orders. Don't miss this timely opportunity to get the information you need to help your company avoid the added time and expense of resolving and renegotiating unexpected claims when more...
Collecting Construction Payments
: 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...
Combating Rising Construction Costs
: BenefitsRising construction costs are a fact of life. Budget overruns are frequent occurrences. When costs rise, someone pays - how can you avoid being the one who pays? A savvy construction business person can take many steps along the way to apportion the risks of construction in a way to ensure that his or her company avoids getting stuck with the bill for escalating costs. Some of the most important tools at your disposal come into play before construction begins, and some come into play during construction requiring significant vigilance and the employment of defensive solutions along the way. This teleconference will help you understand some of the decision points during a typical more...
Conflicts With Additional Insured Coverage
: 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...
Construction Claims
: Don't let claims sneak up on you - learn the right way to avoid them and handle them when they do happen.
You can learn, in just one day, how to better manage and mitigate any claims that arise on your next construction project. Our experienced professionals will give you knowledge to minimize or avoid construction claims without losing valuable project time or money. 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 Louisiana construction projects. With the materials and presentations from this seminar, you'll have a clear understanding of the effect claims have on the more...
Construction Contract Accounting: A Three-Dimensional Look at the Numbers
: 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.
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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.
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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
: 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.
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nLearning Objectives
n- You will more...
Construction Documentation: Preparing Effective Job Records
: 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. And should an irreconcilable dispute nevertheless arise, thorough project documentation facilitates the efficient resolution of that dispute.
This teleconference will help you to not only recognize the significance of various project documents, but also the true importance of the information recorded. The teleconference will also explain what to more...
Construction Insurance, Bonding and Liens
: Stop insurance 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 construction insurance, bonding and liens. Our seasoned professionals will provide practical answers to your most pressing questions about Alabama mechanics lien law. You'll get an inside look at how to respond to confusing issues surrounding bond claims.
Take advantage of this opportunity to make sure you stay current and stay out of trouble. You'll walk away with the ability to confidently handle every construction insurance challenge you face. Sign up today!
Benefits for You more...
Construction Lien Law and Other Payment Rights
: Benefits strong Understanding mechanics' liens, stop notices and payment bonds - Don't be caught off guard! /strong
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. Or, 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 Arizona can be a turbulent process, but armed with the necessary legal more...
Construction Management/Design-Build
: What you don't know can hurt you - stay informed on construction management and design-build.
Join us for this innovative seminar and get up to speed on how construction projects are undertaken today. Understand the intricacies of two widely recognized methods - design-build and construction management. Get a handle on complicated issues surrounding these delivery methods and the respective risk allocations among the various parties. Don't wait - register today to make sure you stay on the cutting edge of your field.
Benefits for You
- Don't get caught by surprise - master project process variables
- Tips on dealing with design and construction risks
- Interpret the characteristics, more...
Construction Management/Design-Build
: 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 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 Closeout: Is Your Customer Satisfied?
: 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.
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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.
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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
: 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 Site Hazard Prevention
: 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...
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...
CPM in Construction Management: Preventing and Measuring Delays
: Benefits This teleconference will discuss how to use today's project management tools effectively to identify project delays before they are insurmountable. You'll learn how to use the schedules persuasively and reliably to measure and quantify project delays. The discussion will also provide the technical and legal foundation for the techniques presented. You will be brought up to date on the very latest scheduling 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...
Differing Site Conditions
: 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
: BenefitsTime truly is money, especially in construction. Consequently, being able to determine and document delay is a crucial skill for owners, contractors, subcontractors, design consultants, project managers and their legal team. This teleconference 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 more...
Effective Job Cost Reports in Construction Project Management
: nIn today's fast-paced and complex construction environment, construction industry professionals require immediate access to timely and accurate information. One of the most important management tools available to project teams is the job cost report. Properly designed and used, the JCR can be a powerful document that provides an up-to-date snapshot of the project status that also highlights 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...
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...
Green Building and Sustainable Design in New Jersey
: 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
: 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
: 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...
How To Prevent Construction Projects From Going Bad
: nIn today's economy, the construction process may have become more risky than ever. This teleconference focuses on actions you can take to keep your project pointed toward success. It addresses the steps that can and should be taken to help anticipate, identify and manage the problems inherent in the construction process.
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nThis teleconference is intended to benefit attendees who want to have a better understanding of the pitfalls of the construction process and how to meet them head on. It will provide a summary level discussion of the aspects of construction that can often lead to a bad project and of the fundamentals necessary to implement a successful project.
n more...
Implied Obligations in Construction Contracts
: BenefitsWhen parties enter into construction or design contracts, there may be numerous implied obligations that arise under law or in equity. These implied obligations should be carefully considered by owners, design professionals and contractors. These implied obligations apply to most construction and design contracts unless a specific contractual provision is provided in the contract that supersedes each implied obligation. During this national teleconference 12 implied obligations will be discussed.
Learning Objectives
- You will be able to explain warranty of workmanship.
- You will be able to point out duty of good faith and more...
Integrated Project Delivery Principles and Building Information Modeling
: BenefitsMany in the facilities community, including designers, builders and owners, need a hand understanding IPD and BIM. What does it all mean? Who benefits and how? Some that have heard about IPD and BIM may be wondering how to either ask for it in their projects or implement these principles in their firms. There are some basic concepts in IPD and BIM that can be used in every project large or small. Dialogue among the project team members is the key but without a level understanding that dialogue can fail to bring the desired results. This teleconference will help anyone on the project more...
Key Provisions of Two New EJCDC Contract Documents
: nThe EJCDC documents are widely used in the construction industry for design and construction of public and private infrastructure projects, including bridge, highway and other transportation projects, water and wastewater treatment facilities, utilities, processing facilities, pipelines, landfills, and other engineer-designed facilities. This teleconference will provide a focused discussion of key provisions of the new editions of two principal EJCDC publications: the standard form of agreement between owner and engineer, and the standard general conditions of the construction contract. Hugh Anderson is EJCDC's attorney and will provide insights into the drafting and use of the EJCDC documents.
Legal Issues Facing the Construction Professional in Texas: The Most Common Pitfalls and How to Avoid Them
: Stop construction project nightmares in their tracks - get on the right track from the start.
Attend this seminar and make sure your next project is free of claims and disputes - and learn how to effectively handle these problems when things go wrong. Regardless of how well-planned your construction project is, unexpected circumstances can impede your success and potentially cost you far more in time and money than you intended.
Our experienced faculty members will provide you with critical insight into the often turbulent construction process, including issues surrounding termination, liens and bond claims. Whether you are starting your first construction more...
Les principes fondamentaux des contrats de construction : comprendre les enjeux
: Ce séminaire est destiné à ceux qui désirent parfaire leurs connaissances des éléments-clé qui peuvent avoir un impact sur les projets de construction.
Une personne ayant assimilé les principes présentés dans ce séminaire aura une vision globale des problèmes légaux qui peuvent survenir en cours de projet, ainsi que des façons de les éviter et de protéger ses droits. Une meilleure compréhension du rôle des différents intervenants, de leur responsabilité et de la façon dont ces problèmes sont normalement résolus permettra à cette personne de solutionner les problèmes courants.
Points culminants de la conférence :
- La responsabilité des différents intervenants
- Les offres et soumissions
- L'interaction avec une compagnie de cautions
- La gestion par le choix du type de contrat
Managing Construction Projects
: Benefits strong Are you asking for construction claims and litigation - without even realizing it? /strong
From preconstruction issues to project closeout, managing the construction process is complex. To maintain control and minimize the risks inherent in the construction process, you must stay current on construction issues and trends.
Whether you're new to the profession or very experienced, this seminar will provide you with the critical information and updates you need to succeed on your next project, such as how to navigate the various project delivery system options and handle change orders. To ensure your future projects are completed on time and more...
Managing Construction Projects
: Benefits strong Don't lose valuable time and money - join us and find out how to improve your project management skills. /strong
Make sure your projects are completed on time and within budget - minus costly claims and lawsuits. Staying current on construction issues and trends has never been this important and it's never been this easy. Attend this seminar and hear industry professionals share their wealth of experiences to help you avoid frustration so you can look forward to your next project with confidence.
Whether you're new to the profession or very experienced, this seminar is your key to a better managed project - and a better bottom line. You more...
Managing Post-Construction Claims
: BenefitsClaims that arise after project completion can ruin a previously successful job. Such claims arise from a host of problems, such as physical failures, unpaid lower tier contractors, undiscovered defects of design and construction, and personal injuries. Taking steps to avoid such claims is prudent but companies also need strategies to deal with claims that inevitably arise. This teleconference will explore how to manage such claims, focusing on identifying and addressing the particular issues that have the potential to minimize the adverse impact of post-construction claims.
You will be able to discuss physical failures and warranty issues.
You will be able to point out code more...
Measuring Inefficiency on a Construction Project
: BenefitsEfficiency is often the key to profitability. Conversely, inefficiency boosts costs, busts budgets and kills profits. Given the consequences, understanding and managing the efficiency of construction is important to everyone on the project - from the contractors, subcontractors and suppliers that experience inefficiency to the owners and design consultants whose actions can lead to inefficiencies. The first step toward managing efficiency is to understand what it is and know how to measure it. That is the objective of this teleconference.
The benefits of being a part of this teleconference include an experienced instructor who will explain ways to enhance your more...
Mitigating the Impact of Construction Projects: Hurdles to Project Success
: nAll construction projects have impacts on their surroundings, including neighbors, businesses, communities and the physical environment. These impacts frequently are the center of controversy surrounding a project and can lead to unnecessary delays, lost productivity, added project costs and bad public relations. This teleconference will provide you with practical strategies for identifying and controlling negative impacts to the surrounding community and environment. The teleconference will cover the most common nuisance complaints and methods to avoid each, including noise, air quality, vibration, water resource and erosion control, traffic, economic factors more...
Mitigation of Damage to Structures Adjacent to Construction Sites in Urban Environments
: Do you have the most effective strategies for mitigating damages to structures adjacent to construction sites?
Attend this enlightening seminar and stay abreast of the latest issues relating to mitigating damages to adjacent structures in urban environments. Our seasoned professionals will provide practical answers to your most pressing questions about building damages. You'll get an inside look at how to respond to confusing issues surrounding insurance and notification requirements.
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 the job done with minimal more...
Multistate Sales Tax Issues for Contractors
: nAttendance at this teleconference will assist you in understanding who and what is subject to sales and use taxes, including who is responsible for collecting the sales tax or paying the use tax, e.g., who is the ultimate consumer, the differences between real and personal property, the taxation of repairs and repair services, and the taxation of intangibles such as warranties. Without an understanding of these concepts, a contractor may significantly under-bid construction projects or be subject to additional taxes, penalties and interest upon audit. This teleconference will not only review basic general rules but discuss exceptions and special applications.
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nLearning more...
Nanotech Materials for Sustainable Buildings
: BenefitsA nanotech revolution is underway in building materials and technologies. In fact, you won't achieve truly green, sustainable buildings without some of the products emerging from this revolution. Many nanotech products are already here and you can use them with confidence. This 90-minute, nontechnical teleconference will give an overview of how nanotech is changing the full spectrum of building materials and technologies. For instance, you will learn about stronger and lighter nano-steel, translucent nano-concrete, ultra-low-energy nano-lighting, flexible nano-solar panels, insulating nano-glass, waterproof nano-drywall, more...
Navigating the Troubled Construction Project: Recognizing, Analyzing and Handling the Risks
: nThe current economic downturn has given rise to a massive increase in the number of troubled construction projects. Whether trouble arises from the withdraw or lack of funding or a failure in performance of the contractors, subcontractors and suppliers to perform, the reality is that each project represents unique challenges that must be met head on. This teleconference presents the issues surrounding the project and is designed to assist owners and contractors in dealing with these projects, identifying the risks, analyzing the potential path forward and to focus attention on the potential strategies to adopt in dealing with the troubled project. Representative more...
Plan Reading and Scheduling
: How to avoid the pitfalls of plan reading and scheduling - what you don't know could hurt you.
Attend this seminar and learn about the importance of documentation in the successful prosecution of construction projects, with special emphasis on the construction plans and progress schedules. Find out how to read, understand and interrelate all the parts of construction drawings - plans, sections, elevations, details and other information.
Learn how to read both bar chart and CPM progress schedules. Discover how these documents may lead to disputes or may be used to resolve disputes, either during the project or during litigation. Don't miss this timely more...
Prevailing Wage Law
: Benefits strong Discover no-hassle ways to comply with prevailing wage law - and get the job done! /strong
Prevailing wage is a mandatory component of many public works projects. Unfortunately, the law often raises more questions than it answers. What is the prevailing wage? What paperwork do I need? How can I avoid liability and complaints? What if I need help? Let's start with this seminar.
Turn to our experienced panel and you'll get the answers you seek - and the practical guidance you need to avoid penalties and costly litigation. You'll learn the nuts and bolts of complying with prevailing wage law - minus the confusion and worries. Sign up now and get more...
Prevailing Wage Law--An Understanding of The Davis-Bacon Act
: BenefitsWage and hour laws have become the principal source for the new wave of employment class actions, which often result in hundreds of thousands of dollars, and in many cases millions of dollars, of recoverable damages and attorneys' fees awarded to the successful litigants and their attorneys - in addition to the substantial amount of legal fees and administrative costs incurred by contractors in defending these actions. The U.S. Department of Labor and the Office of Federal Contract Compliance Programs have also become increasingly vigilant in their investigation and enforcement more...
Pros and Cons of Cost-Plus vs. Fixed Price Contracts
: nLump sum and cost-plus contracts for construction projects offer different protections and incentives for both owners and contractors. With today's economic pressures, it is important that project participants know the factors to consider in choosing between these pricing approaches and to understand the advantages and disadvantages to each.
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nThe current economic situation has imposed great strains on the construction market. Every project and every industry participant has felt the impact. In this environment, it is critical for owners and contractors to understand how the adverse economic climate may impact the legal rights and duties that apply to a construction more...
Terminating a Construction Contract: Legal Issues and Considerations
: BenefitsAn unstable economy causes owners and contractors to increasingly consider the last resort of terminating their construction contracts. It is important to fully appreciate and understand the law governing termination in order to avoid causing even more economic damage. This teleconference will provide the basic concepts of termination and will provide some examples of the right and wrong way to terminate construction agreements.
Learning Objectives
- You will be able to distinguish termination clauses from standard form contracts (AIA, etc.).
- You will be able to explain more...
The Dilemma of Dealing With Bad Plans and Specs: Key Legal Concepts and Tips for Pro-actively Managing Design Errors, Omissions
: 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...
The Fundamentals of Construction Contracts: Understanding the Issues
: Benefits strong Today's economic struggles demand a thorough knowledge of contracts - know your risks before you sign. /strong
Keep your risks to a minimum and your profits to a maximum. Construction contracts can help you do this and much more! Sign up for this seminar and get a working understanding of contracts to minimize your risk of devastating financial loss in today's uncertain 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 more...
Tricks, Traps and Ploys Used in Construction Scheduling
: Protect your project - understand the risk and benefits of the construction schedule.
Efficiently plan and construct your next project - join us for this seminar and stay abreast of the latest issues surrounding construction scheduling. You'll gain an understanding of CPM as both a claims analysis tool and management tool.
Register today to gain the practical insight you need to deal with any challenges that come your way, including tips on avoiding legal claims related to CPM schedules. Don't wait - register today to make sure you stay out of trouble and keep your project on track.
Benefits for You
- Protect your legal position more...
Understanding Legal Issues with Construction Subcontracts
: nThis teleconference will provide you with information and knowledge on legal and contractual issues affecting subcontracts that are commonly encountered, such as changes and extras, pricing, termination, dispute resolution, risk allocation, pay to be paid provisions and other common clauses. The information obtained through this will assist you in fully comprehending the risk you are assuming in a contract. Knowledge of the risk will allow you to better evaluate the desirability of bidding upon or taking a specific job, and how to protect yourself from unforeseen or unanticipated loss.
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nLearning Objectives
n- You will more...
Understanding the Complexities of OCIPs and CCIPs Insurance Programs
: BenefitsOwner-controlled insurance programs and contractor-controlled insurance programs, sometimes referred to as wrap-ups, are becoming more popular, as they can result in significant savings if properly structured and managed. While historically available only on the largest of projects, more recently these programs have been used on projects as small as $25 million in construction costs. Another variant known as the rolling wrap-up is becoming more popular for businesses that build multiple projects or maintain a number of large facilities. In order to realize the significant price advantages afforded by these programs, it is imperative to understand how they more...
Understanding the Federal Construction Bidding Process
: nThe federal construction bidding process is complex. This teleconference will review the complicated federal construction bidding process, including sealed bidding procedures and negotiated procurements. You'll learn about practical substantive issues that commonly arrive in preparing a bid or proposal for federal construction work, such as proprietary specifications, design vs. performance specifications, and the duty to inquire during the bidding stage. In addition, we'll cover the bid protest procedures in place to protect your rights, including small business, disadvantaged business and veteran set-aside issues. You cannot compete effectively in this field without more...
Understanding Warranties and Guarantees in the Standard AIA Contract
: nUnderstanding the interplay between warranties and call-back periods and the limitations on each is critical to both successful negotiation of a construction contract and the successful completion of a construction project. This teleconference will help you understand the issues concerning warranties and call-back periods, including the legal limitations on them, which will in turn allow you to adequately negotiate and enforce or comply with those provisions. This teleconference will also discuss the new AIA statute of repose language and what effect that language may have on the AIA warranty and call-back provisions.
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Using OCIPs and CCIPs
: Increase your project efficiency and profitability - learn the intricacies of OCIPs and CCIPs.
Increasingly, owners and contractors are turning to OCIPs and CCIPs to insure some or all parties to a construction project. Whether you're the sponsor of a program or an enrolled party in someone else's program, this seminar will help you navigate the complexities of contract language, bid credits, administrative procedures and coverage issues that can make or break your success on a project.
Attend this cutting-edge seminar and get the best OCIP and CCIP more...
What to Do When Construction Projects Go Bad
: Stop construction project nightmares in their tracks - get on the right track from the start.
Attend this seminar and make sure your next project is free of claims and disputes - and learn how to effectively handle these problems when things go wrong. Regardless of how well-planned your construction project is, unexpected circumstances can impede your success and potentially cost you far more in time and money than you intended.
Our experienced faculty members will provide you with critical insight into the often turbulent construction process, including issues surrounding overruns, dispute resolution and tenders. Whether you are starting your first construction project or more...
Development
Affordable Housing
: Learn how to build compliant housing the community can afford - using a process you can afford.
Shelter is a basic human need - but not everybody can afford decent housing. It falls to developers to offer good homes for low-income families. Unfortunately, federal, state and local governments have complicated and meticulous guidelines that developers have to become familiar with. What does it take to stay in compliance?
Find out at this seminar. Learn what your local government expects of developers in the area - and uncover information and resources that will help make the process less of a burden. Know what to expect on your next project - register today at www.lorman.com to get the insight you need more...
Affordable Housing: Finance and Development, How to Maximize the Available Resources
: BenefitsToday's housing market has been severely impacted by the subprime mortgage crisis and a downturn in the general economy. As a result, finding capital and equity to build affordable housing has become more and more difficult as investors sit this one out while the market stabilizes. This teleconference will highlight the issues, problems, causes, recent trends, what can be done and what is being done to address and stabilize the affordable housing market. It will also discuss how the various government stimulus concepts and programs may prove helpful to developers of affordable housing.
This teleconference is designed for those involved in all aspects of more...
Brownfield Redevelopment and LEED. in 2009 - What Happens When You Mix Green and Brown?
: nThis teleconference will help you understand the contributing factors to ROI of the maturing green building practices on brownfields. Many professionals in the real estate investment business have witnessed how the redevelopment of brownfields has increased over time due to the market realizing the ability to make a return on investment on contaminated properties. In effect, the value of a cleaned-up property is no longer stigmatized by experienced investors and developers because of our mature position on the learning curve. Conventional wisdom was the costs incurred for green building related costs may not enhance the market more...
Common Annexation Issues in Development
: BenefitsAnnexation is a process for the adjustment of government boundaries. Annexation can have a significant impact on the owners of the real property to be annexed, on the annexing government agency and on those who own property in the immediate area. This teleconference will discuss the pros and cons of annexation and how it is used to control development. You will gain useful information regarding the general requirements for annexation and the remedies available to those opposing the annexation.
Learning objectives:
You will be able to discuss annexation agreements.
You will be able to identify what constitutes contiguous or adjacent territory.
You will be able to describe more...
Current Issues in Cell Tower Leases
: BenefitsThe wireless industry has built more than 220,000 cell sites in the United States in the past 20 years. But many more cell sites are needed as the wireless industry expands coverage and extends the capabilities of cell phones and wireless devices into data, email, computer and video applications. New cell sites and significant modifications to existing cell sites will also be needed to facilitate the provision of the FCC's new Advanced Wireless Services.
This teleconference will help 'level the playing field' by providing private and more...
Current Issues in Cell Tower Regulation
: BenefitsThis teleconference will provide you with a description of the major issues and decisions in current federal zoning cases involving cellular towers, practice pointers on how municipalities can successfully handle cell tower zoning cases, and a description of the new federal backup power rule for cell towers and its implications for municipalities. You will gain a useful understanding regarding wireless communications technology for nontechnical staff, including overview discussions of cellular, PCS, DAS and WiMAX provided by wireless carriers. This teleconference will more...
Current Issues in Digital Billboards and Sign Regulations
: BenefitsLocal governments, elected officials, municipal lawyers, zoning and building officials, and professional planners face increasing litigation threats due to the proliferation of digital signs. One national expert has predicted a wave of litigation at localities across the country that is trying to maintain attractive communities and prevent visual blight. What is the role of the Federal Highway Administration in controlling digital signs that create distractions to drivers and degrade aesthetics? What tricks are used by the billboard industry to secure permits from local officials to build or more...
Detention Pond Design: Water Storage Solutions
: nYou will learn design tips for both dry and wet storm water management ponds. You will understand the relationship between variables in hydrologic and hydraulic runoff models and their impact on pond design. You will learn about the impact of USEPA Phase II storm water regulation.
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nLearning objectives:
n- The attendee will be able to differentiate wet vs. dry ponds.
n- The attendee will be able to explain weir and central devices.
n- The attendee will be able to identify maintenance issues.
Easements, Covenants and Similar Rights
: You've found yourself face-to-face with an easement - now what?
You can get what you need from your real estate despite the intimidating complexity of easements, covenants and rights of way. Whether you're looking to comply with them, fight them or draft them, our local experts will give you the know-how you need to succeed - without getting caught in exhausting and expensive legal battles.
Come to this seminar and get the practical easement, covenant and right of way information you won't find anywhere else. You'll hear it all - the types of easements and rights of way, uses of restrictive covenants - and how to find them before it's too late. All you've ever wanted to know about more...
Federal Flood Plain Regulation
: BenefitsSafety and environmental issues are the most significant issues in flood plain development today. Practitioners continue to struggle with jurisdictional issues under the Clean Water Act regarding wetlands regulation, with new EPA and USACE guidance following the Rapanos decision offering limited relief. In the post-Hurricane Katrina era, FEMA is proposing sweeping changes to flood plain regulations in conjunction with its Flood Insurance Rate Map more...
Form-Based Coding: An Alternative to Conventional Zoning
: BenefitsThis teleconference will provide a basic understanding of form-based codes: how they are different, how they can be applied and how they can help implement more sustainable communities. Lessons learned and steps toward beginning the process will provide you with a clear path toward a successful form-based code. Legal and practical considerations associated with adopting form-based zoning regulations will be reviewed. Form-based provisions may not fit neatly into a municipality's existing zoning and subdivision framework. Practitioners must consider a variety of legal issues, such as the municipality's general authority to adopt form-based provisions, more...
Historic Preservation: Easements, Tax Incentives and Other Considerations
: Learn how to navigate through complex historic preservation procedures - and prevent costly mistakes.
Attend this enlightening seminar and stay abreast of the latest issues relating to historic preservation in New York. Our seasoned professionals will provide practical answers to your most pressing questions about tax incentives. You'll get an inside look at how to respond to confusing issues surrounding easements.
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
- Tips on using the tax credit more...
Keys to Understanding Land Records
: nThis teleconference will provide you with the practical information you need to better understand the process of researching and evaluating land records in connection with the transfer of ownership and real estate financing. This teleconference will identify real property interests and sources of land information, explain how property interests are created and transferred, and discuss title search procedures. In addition, you'll learn about the recording system, property descriptions, the chain of title, off-record interests, rights and claims, and what resources are available to the purchaser and lender concerning minimizing risks associated with the title.
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nLearning more...
Law of Easements and Eminent Domain: Legal Issues and Practical Considerations
: Benefits strong You've found yourself face-to-face with an easement - now what? /strong
You can get what you need from your real estate despite the intimidating complexity of easements. Whether you're looking to comply with one, fight one or draft one, our local experts will give you the know-how you need to succeed - without getting caught in exhausting and expensive legal battles.
Come to this seminar and get the practical easements information you won't find anywhere else. You'll hear it all - the types of easements, their requirements, how to make one bulletproof - and how to find them before it's too late. All you've ever wanted to know about easements, more...
Legal Construction Issues in Connection With Office Condominiums
: BenefitsWhat you don't know could hurt you - stay updated on issues concerning office condominiums.
Join us for this innovative teleconference and get up to speed on the construction of condominiums. Get a handle on complicated issues surrounding the construction of a condominium association. 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 you way, including tips on how to get a corporate loan for an office condominium. Don't wait - register today to make sure you stay on the cutting more...
Low Quality Asphalt: How to Avoid Problems Down the Road
: BenefitsLow quality asphalt is a facility owner's or manager's nightmare. How to turn it into a high quality asset can be a difficult question. That's what this teleconference is about. Reconstruction of asphalt pavements, whether a roadway, commercial parking lot or large distribution center, can be time consuming and very expensive. Costs associated with loss of use can easily exceed costs of construction. We will discuss alternate methods of rehabilitation or remediation which can shorten construction time and lower construction costs. Methods discussed will include complete reconstruction; full-depth reclamation using lime, more...
Major Issues in WiMAX Tower Leases and Zoning
: BenefitsHigh speed over the air broadband service for your computer, home or office, often called WiMAX service, is being rolled out in more than 80 U.S. metropolitan areas in 2009 and 2010. WiMAX is like Wi-Fi computer service, but covers an entire city or county. WiMAX will lead to more leases of land for communications towers because an entire new set of antennas and some new towers will be required for communities receiving the service, but some antennas will be put on existing cell towers. For many of these existing towers and the landowners who leased the land for them, WiMAX raises the issue of more...
Making It Through the Land Entitlement Process
: nWith a multilayered regulatory framework and a myriad of reviewing agencies and stakeholders, the land entitlement process is often bewildering. The rules, processes and players vary widely by jurisdiction but there are common keys to success. Get an insider's perspective on differentiating the various regulatory processes, understanding and addressing stakeholder concerns, getting staff on your side, dealing with elected officials and ultimately solving the entitlement puzzle.
More Affordable and Sustainable Communities: The Role of Good Design for Workforce Housing
: nYou will see at least three dozen case studies of completed affordable workforce housing developments which were well-received by their neighbors and residents. These will be explained using images of plans and photos of the completed developments. This teleconference will help you understand how to successfully organize a community to engage rationally and creatively in the design of new housing developments which meet the needs of the developers, neighbors and future residents. To avoid lengthy and contentious public review procedures, these methods have proven to help expedite the design and public review process, saving time and money for developers, and more...
Not in My Backyard (NIMBY): Overcoming Development Resistance
: BenefitsNIMBY resistance to land use proposals can add millions to the cost of the development project and add months to the permitting process. This teleconference will provide practical, actionable tools to anticipate and avoid community resistance to controversial land use projects and to actively build community enthusiasm for the proposal. We'll begin with an in-depth look at managing hostile audiences - how to avoid triggering angry feelings, how to head off aggressive behavior and what do to when a good audience goes bad. We'll next be looking at the four causes of opposition to land use projects and discuss how to deal with these challenges without creating more...
Real Estate Development From Beginning to End
: The basics are the same in good times and in bad - learn them from the experts.
Developing real estate is tough - its even tougher in a down economy. Learn what others are doing to maneuver through and succeed in these challenging times.
Each link in the complex and multifaceted real estate development process affects the success of the project. Do you have every angle covered? This seminar provides the perfect opportunity to get updated on all aspects of real estate development, including platting and subdivision, and environmental issues. Take the headaches out of potential zoning problems through prevention.
With legislation changing constantly, you need a sound more...
Real Estate Market Studies: Critical Decision Tool or Superfluous Information?
: nMost significant real estate projects are required to pass the market study hurdle during due diligence. What factors impact the applicability, reliability and timeliness of these market studies? This teleconference will help real estate professionals identify the best providers of market studies, formulate a scope of work to suit the needs of the assignment, assist the consultant without clouding the conclusions and understand the output. You will benefit from a better understanding of what is involved in the market study process and how to ensure the most insightful results. The outcome of a market study can make or break a project - be prepared to secure the more...
Reclamation and Rehabilitation of Vacant Properties
: nDistressed real estate is easy to find in this market. To come out of the recession, just waiting for the economic cycle to change for the better may not be enough. Coming out of the recession will require new techniques. The sprawl model is dying and not just because of swings in energy prices. Consumers increasingly enjoy urban settings and lifestyles. This is driven by demographics and consumer preferences. To deliver what people want, it's time to learn more about urban community building techniques. These can be applied across the transect from villages, suburbs and cities. Building community will be closely tied to building real estate value. This teleconference more...
Strategies for Successful Mixed Use Development
: nThe ideals and realty of mixed use as the preferred urban form are still in their relative infancy as part of the 21st century development vocabulary. Ironically, the ideals behind the tremendous push for this development form harken back to the urban fabric of our oldest cities. The driving factors behind the attraction to the mixed use model include current trends and attitudes toward a more urban lifestyle, changing demographics and psychographics, sustainable design trends and codification of the mixed use form in our development ordinances. Planning and design for successful mixed use projects in today's environment is a complex more...
Subdividing Real Property: Legal, Practical and Technical Issues
: Learn how to navigate through complex subdivision procedures - and prevent costly mistakes.
Even in the current tight economy, you can be successful - and even prosper - in subdividing real property. Take advantage of this timely opportunity to boost your income by learning about the complex subdivision process under Georgia law.
Discover how the subdivision process interacts with other land use processes. Take the guesswork out of complying with statutory requirements. Sign up for this must-attend seminar and get critical updates and practical pointers on avoiding the legal pitfalls inherent in the subdivision process. more...
Surface Parking Lots Development and Design
: BenefitsThis teleconference will be of great benefit to architects, engineers, developers and contractors. You will learn how to acquire a potential property, how to design and maintain surface parking lots. This teleconference will not only devote time to surface features, such as pavements, drainage and striping, it will also discuss the importance of paying attention to soil preparation and pavement foundation.
Learning Objectives
- You will be able to distinguish different types of surface parking lots.
- You will be able to review surface parking lots design.
- You will be able to outline pavement design.
- You will be able to more...
Sustainable Development and Land Use: The Future is Here and it is Green
: nBuilding green was for years entirely voluntary. The U.S. Green Building Council's LEED® program and other high performance building rating systems are not legislated by any governmental entity and they are not designed to be mandatory. But thanks to an explosion of state legislation and local ordinances across the country, green building methods and requirements have now been given the force of law by inclusion and cross reference within land use laws, zoning ordinances and building codes. This teleconference will identify the compelling public policies underpinning the wave more...
The Development Approval Process
: Don't get lost on the road to development approval.
Can't figure out how to get through complicated application, development review and other approval stages? Don't panic - get the guidance you need at this informative seminar. You'll learn about land use application and entitlements within the Las Vegas Valley, specifically for the planning and development departments.
Discover strategies for working with local government to ensure an orderly and timely review of your application. The land is purchased - find out what you need to do before the shovel hits the ground.
Benefits for You
- Take the mystery out of the local planning hierarchy more...
Water Considerations in Land Development
: Learn how to navigate through water considerations and prevent costly delays in development.
Failing to account for wetlands when planning a project can result in long delays and increased expenses. What's more, a violation of wetlands law - even if inadvertent - will subject you to civil and criminal penalties, as well as the cost of restoring the impacted wetlands.
The balance between private property rights and endangered species protection has always been a difficult one. But this seminar is here to make sure you don't drown in complex water law. Register today to make sure you stay current on water considerations in South more...
Who Should Bear the Risk? Top 10 Things Developers Need to Know About Loan Documents
: BenefitsWith the tightening in the commercial lending market, developers are under increased pressure to provide lenders with projects that present no more than a responsible risk. After an equity requirement, loan documentation is the primary vehicle for allocating risk between the parties. This teleconference will help you understand lenders' requirements and the variety of loan documentation solutions actively used in today's commercial lending marketplace that allow parties to meet these requirements. This teleconference is critical for developers who continue to seek funding for projects during this challenging economic period.
Learning more...
Zoning Variances: Nonconforming Uses and Structures
: BenefitsThis teleconference will be useful in determining how to devise and apply nonconforming development and use land use regulations, how to review evidence documenting nonconforming development and uses, and how to determine whether a nonconforming development or use has been terminated, abandoned or modified.
Learning Objectives
- You will be able to report and document a nonconforming use.
- You will be able to differentiate between a nonconforming use, unlawful use or vested right.
- You will be able to point out termination or abandonment of nonconforming uses.
- You will be able to reconstruct or reestablish a more...
Zoning, Subdivision and Land Development Law
: Use inventive techniques to get through the zoning and land development process in one piece.
Go beyond zoning basics and learn what you need to know to succeed in land development. You'll learn what makes a project successful and how to present an effective case in the land use process.
Register today and discover new strategies for preparing complete applications, working with local boards and handling the hearing process to make entitlement less painful. You'll also get the latest on legal issues that affect your practices - including recent court decisions. Don't miss this opportunity to get your most important zoning concerns addressed.
Benefits for You
- Comply with the more...
Engineering
A Road Map to Greening Our Residential Buildings: National Green Building Standards Review
: BenefitsIn this teleconference, you will uncover the hidden opportunities across our largest environmental problem areas in residential buildings. We will uncover how we are missing substantial ways to save energy, water and money, and discuss the new national green building standards that will affect you and your industry. You'll be exposed to new data and connections you've never seen before and have a new perspective on the importance of green building.
Learning Objectives
- You will be able to specify which systems will help save the most water and energy.
- You will be able to define ways to save money and the more...
Building Green Without Losing Green: Managing Risk in Sustainable Design and Construction Contracts
: BenefitsRising energy costs, government mandates and market forces are combining to produce a surge of interest in sustainable development. The introduction of new green practices and processes requires a fresh review of old design and construction template agreements. In this teleconference, you will learn to identify areas of contractual risk in the green development context. You will also learn how to manage and mitigate emerging risks present in green design and construction contracts. Contractual risk mitigation will be analyzed from the perspective of both the owner/developer and the design/construction professional. This teleconference will also review more...
Concrete From A to Z
: Stop concrete nightmares in their tracks - get on the right track from the start.
Interested in learning more or in refreshing your knowledge about the nuts and bolts of concrete? Besides being the most popular and versatile building construction material, concrete can also be the most complicated to work with. As such, anyone involved in the construction process should have a working knowledge of concrete material issues.
Attend this seminar and you'll get a comprehensive overview of concrete as a building material, including nondestructive testing methods, concrete mix selection, shrinkage and curling, and contractual issues. Register today to make sure you stay on the cutting edge of your field. more...
Design Codes and Standards for Noise Control
: nAcoustics strongly affects the human response to our environment and yet noise rises to the top of any list of user complaints in buildings. Complaints relate to poor hearing conditions, annoyance from neighbors, inadequate privacy, noisy mechanical equipment and a plethora of other issues. This teleconference will provide you with information on how to use building design to control sound and noise. The session will discuss the general nature of acoustics problems, the design tools to avoid such problems, and obligatory performance goals and the nature of applicable standards. These standards relate to common interior noise sources for commercial, residential and educational more...
Design Professionals' Exposure for Design Errors and Omissions
: nToday, design professionals are being asked to take on greater risk and liability than ever before. For the individual responsible for identifying and evaluating risk for design professionals on a project-by-project basis, complex issues concerning measure of damages, insurance and other potential sources of risk must be understood and examined on every project. This teleconference will identify the areas of greatest risk and address how insurance and contractual protections can be used to minimize the exposure of the design professional.
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nLearning Objectives
n- You will be able to discuss the new 2007 provisions of more...
Documenting and Organizing LEED Projects: Lessons Learned for Better LEED Submissions
: BenefitsLEED certification is becoming a more common requirement for designs in this environmentally sensitive and energy-conscious world. Design teams are being asked to integrate steps for LEED certification into already established design processes. Even though a designer might understand the principles of sustainable design and are familiar with LEED certification, until they have managed a LEED design through certification, do they really know what it takes to get a building LEED certified? This teleconference will use case studies and the experiences of designers who have completed the LEED certification process to help more...
Floodproofing Fundamentals: Design Methods to Reduce Flood Damages
: nProblem: Floods are the most common natural disaster in the United States. According to the National Flood Insurance Program, more than 80 percent of the natural disaster losses in the United States are caused by flooding. Over the past 10 years, the National Weather Service estimates that flood losses have averaged more than $4 billion a year nationwide. Various government and insurance groups agree that nearly 40 percent of small businesses that experience more...
Green Roof Sustainable Design Techniques
: nIt is essential that customers for green roofs appreciate the importance of their decisions to achieving wished-for benefits. Design choices do have implications. All green roof assemblies will not confer equivalent benefits. This teleconference will explain how specific aspects of a green roof design will affect long term waterproofing performance, storm water runoff, energy requirements and sustainability. By obtaining a better understanding of green roof design principles, you will be in a position to make better choices. You will leave this teleconference with an appreciation for the importance of adopting a systematic approach to design that includes setting appropriate goals, more...
How to Prevent the Potential Hazards of Green Design
: Green buildings are taking the LEED®. Don't just get in line - get ahead
Stay ahead of the curve - learn how to incorporate sustainable designs into your next project.
The green building industry is gaining market share and still growing. Green is everywhere - but how do you make it work in your project? Sign up for this seminar and get the knowledge you need to separate green design hype from reality. Start making smart decisions about implementing green design strategies in any project.
Benefits for You
- Find out the risks of not building green
- Tips on using green options for mechanical systems
- Must-have strategies to avoid dated evaluation methods
- Recognize both the benefits and detriments of LEED® design
LEED Tax Incentives and Credits for Green Buildings
: BenefitsLEED is a certification program for green buildings. Key elements of the program are water conservation, energy conservation and a reduction in waste going to landfill. Federal, state and local jurisdictions are looking for ways to incentivize improved performance in these key areas. The President is working with Congress to pass comprehensive legislation to protect our nation from the serious economic and strategic risks associated with our reliance on foreign oil and the destabilizing effects of a changing climate. The American more...
Liability Issues for Design Professionals
: nIt is critical that design professionals keep up with the major issues affecting their profession. These issues range from the more traditional ones such as standard of care, indemnity, and ownership and use of documents to the more recent issues such as electronic media, building information modeling and limitation of liability. The effect on the design profession of these issues is even more complex now because of the release of the 2007 AIA documents. Register for this teleconference and get detailed information on AIA documents' effect on design professionals and the changes to those documents on the more...
Lighting Design and Control for Commercial Buildings: Increase Sales, Increase Productivity and Save Energy
: BenefitsWhatever your business is, the proper illumination can provide paybacks that far exceed the energy saved. Studies have confirmed findings. This topic will be presented in a fast paced teleconference with many real life examples. System efficiencies, impact on other architectural systems and integrated controls will all be discussed. We will discuss daylighting, a 100 year old feature that is more relevant now than ever. This teleconference will take you past LEED and show you how proper illumination will improve your bottom line.
Learning Objectives
- You will be able to more...
Maximizing Innovation and Design Process Credits for LEED. Certification
: nThis teleconference will help you understand how to gain credits for advanced green building practices, including both system technologies and design innovations, which may qualify under the Innovation and Design Process section. The IDP section and qualifications policy has been reworked under the 2009 revisions to the LEED® program.
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nThe information in this teleconference is important to anyone involved with major green building projects and is useful for building professionals who will engage in more...
Noise Control Design for Condominium and Multifamily Dwellings
: nToday's condominium buyers have become much more sophisticated with respect to acoustical issues, largely because of the horror stories related to them by the media and their acquaintances. Buyers not only want a condominium unit that is quiet when the building is complete, but they also want assurance during the design and sales process that footfall noise from above and airborne noise from adjacent units will be adequately controlled. This teleconference will help designers and contractors address noise issues by identifying what the design, sales and construction pitfalls can be, and addressing those issues during the different phases of the project.
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Performance Evaluation and Rehabilitation of Constructed Bridges
: BenefitsThe deterioration of constructed bridges is one of the most critical problems facing the infrastructure of the United States. According to a recent survey (ASCE 2005), an overall grade of D has been given to our infrastructure systems. Typical sources of bridge deterioration include increased live load, environmental attack and physical damage such as collision of heavy trucks. This teleconference presents an overview of the performance evaluation and rehabilitation of constructed bridges from elementary concepts to advanced topics. The technical contents will include more...
Pervious Concrete - The Pavement That Drinks!
: BenefitsPervious concrete is an innovative building material with many environmental, economic and structural advantages. The proper use of pervious concrete is a recognized best management practice by the U.S. Environmental Protection Agency for providing first-flush pollution control and storm water management. Property owners and developers can also reduce fees and enhance the bottom line by using pervious concrete, which commonly provides 20 or more years of service with little or no maintenance. You will learn about the latest mix designs, freeze and thaw resistance, environmental benefits, storm water management planning more...
Pervious Pavement Alternatives
: nPorous pavements are becoming one of the most important tools for meeting nonpoint source pollution goals, building low-impact developments and rehabilitating cities in a sustainable manner. However designers, developers and municipal officials are reluctant to use porous pavements until numerous questions about their practicality and feasibility are answered. This teleconference conveys the scientific results and on-the-ground experiences that answer those questions. It reviews performance results and important provisions for pavement design, construction and maintenance. It provides established standards for installation of two types of porous paving materials: pervious concrete and more...
Problems and Risks Associated With Green Construction
: nThe benefits of pursuing green design and construction continue to expand, causing many diverse owner/developer groups and project types to embrace these technologies, design elements and operation models. Moving in the green direction without proper preparation may cause a development to see red in the form of red tape, interruptions and negative bottom-line impacts. In this teleconference, we will be going beyond the basic principles of designing and building green to explore some of the challenges more likely to be encountered when building green, or made more acute when the goal of the project takes on a greenish hue. From this teleconference you will learn risk more...
Reading and Understanding Soil Reports
: nJust because you have hired a consultant to provide you a soils report does not necessarily mean it will be put to good use. Many of the terms and even the recommendations given in soils reports could use some explanation. This teleconference helps the users of the soils report(s) understand what type of soils report you may need, the technical terms found within the soils report, what is really the important information you need to get out of a soils report and what is the next step after receiving the soils information. Soils reports can be used in the earlier of middle stages of design and construction phases of a project. Findings from soils reports may also lead to acquiring more...
Shop Drawings and Other Construction Submittals - Legal and Architectural Perspectives
: BenefitsThere is perhaps no aspect of construction which is more misunderstood, and which is more fraught with the potential for confusion, than the shop drawing submittal process. When the process breaks down, the result can be deficient work, economic loss and even disastrous collapse. This teleconference will help you understand your responsibility and risks in the shop drawings submittal process, and how to handle problems when they arise. In addition, this teleconference will discuss change order requests and requests for information, two other types of construction submittals which frequently lead to disputes and are fraught with risk. The presenters are a more...
Slope Stabilization: Best Practices and Challenges
: BenefitsThis teleconference will address the types of slope stabilization failures and techniques used to avoid failures by the application of best practices. There are well-established engineering principles for the design and maintenance of stable slopes. This teleconference summarizes practices to overcome challenges to enhance slope stability. Many engineers are faced with challenges to protect against the potential for slope failure. Indicators include sloughs, erosion and deep rotation/sliding failure. This teleconference will provide best practices such as the use of weight at the toe, milder slopes, drainage and other methods to avoid these types of failure. more...
Sustainable Development: Incorporating Green Design Into Your Building Projects
: Stay competitive in the changing marketplace and create a more sustainable future.
The green building industry is gaining market share and still growing. Green is everywhere - but how do you make it work in your project? Sign up for this seminar and get the knowledge you need to separate green design hype from reality.
Start making smart decisions about implementing green design strategies in any project. Find out what you need to know about sustainable design trends in your community. Don't miss this chance to get a down-to-earth approach to green design - enroll today!
Benefits for You
- Hear case studies on how green ideas are converted into solid, more...
Sustainable Development: Incorporating Green Designs Into Your Building Projects
: Stay ahead of the curve - learn how to incorporate sustainable designs into your next project.
The green building industry is gaining market share and still growing. Green is everywhere - but how do you make it work in your project? Sign up for this seminar and get the knowledge you need to separate green design hype from reality.
Start making smart decisions about implementing green design strategies in any project. Find out what you need to know about LEED® and its role in your community. Get need-to-know tactics to reduce the risks inherent in sustainable design. Don't miss this chance to get a down-to-earth approach to more...
Understanding Geotechnical Reports and Designs
: Benefits strong Discover how to understand geotechnical reports and designs with ease. /strong
Subsurface conditions can have a significant financial impact on all construction projects. Involving a qualified and experienced geotechnical engineer in the project development, design and construction is a proven way to reduce risks and deliver better designs and better performing projects. Learning to properly implement geotechnical engineering conclusions and recommendations - typically included in the project geotechnical report - is a key component to realizing this better performance.
Benefits for You
- more...
Understanding LEED for Sustainable Building
: BenefitsThis teleconference will help you better understand the U.S. Green Building Council 2009 Leadership in Energy and Environmental Design (LEED ) program.
In January 2009 the U.S. Green Building Council installed the third-generation version of its well known green building performance rating and certification system, Leadership in Energy and more...
Understanding LEED. for Existing Buildings Operations and Maintenance
: nThe U.S. Green Building Councils' LEED® for Existing Buildings' program goal is obtaining higher performance in buildings that have already been constructed and are currently in operation. LEED® EB emphasizes maximizing operational service and efficiency while minimizing environmental impacts. The system addresses whole-building energy and water use, indoor comfort and air quality, cleaning and maintenance issues (including chemical use), recycling programs, purchasing activity, transportation integration and exterior maintenance programs. LEED® EB helps building more...
Understanding the Language of Mold Assessment Reports
: nLaymen and professionals who do not deal with mold assessment reports on a regular basis are likely to struggle with understanding the language presented in a mold assessment report. They may be prone to accepting the written word of the consultant at face value, without question. This would be a mistake for anyone. For others it could be considered negligent and result in liability. Far too many mold assessment reports are produced by nonscientists. As a group, nonscientists often do not appreciate the limitations inherent to microbial sampling and they often fail to communicate to their clients the inherent uncertainties associated with mold sampling, analysis and more...
Writing Construction Specifications: Formats and Practices
: nAfter a facility's design is complete and construction products have been selected, construction specifications must be prepared that are clear, correct, complete and concise. Specifications also need to conform to recognized standards for formats in order to be expediently produced and used. This teleconference is an overview of current construction specification formats and writing practices, including CSI's recently updated MasterFormat and SectionFormat/PageFormat . The teleconference will more...
Environmental
Clean Air Act Update
: BenefitsU.S. businesses are facing unprecedented uncertainty as to future requirements under the Clean Air Act and an array of new programs addressing stationary and mobile emission sources. The Obama Administration and Congress are poised to usher in a new era of greenhouse gas and energy regulation. At the same time, the Obama EPA is confronting a bewildering array of court-ordered regulatory revisions and politically charged environmental initiatives. All of these changes will have a direct impact on numerous business more...
Clean Water Act Jurisdiction Guidance Under the New Administration - Rapanos or Oberstar?
: nThe federal regulatory landscape affecting development in and around waters of the United States was significantly altered by the Rapanos decision. Indeed, that landscape continues to shift as the Army Corps and the courts respond in new ways to a perceived loss of jurisdiction. This teleconference will help you understand the ever-changing jurisdictional landscape and navigate a course to project approval. The teleconference will explain how we got here and what to expect next. Failing to give proper consideration to more...
Coastal Engineering and Land Use Issues
: Stay up to speed and in compliance - learn the facts about coastal regulations and land use issues.
Join us for this innovative seminar and get up to speed on the Coastal Zone Management Act. Understand the intricacies of regulations related to streams, wetlands and buffers. Get a handle on complicated issues surrounding the one-stop coordination express permitting program. 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 more...
Common NEPA Mistakes and How to Avoid Them
: nSince 1970, the National Environmental Policy Act has been the cornerstone for environmental protection in the United States. To implement NEPA, federal agencies must prepare environmental impact statements or environmental assessments to study the impacts of their proposed actions. Unfortunately, some federal agencies, their consultants and affected citizens do not fully understand the regulations, legal interpretations and practices for properly complying with NEPA. Thus, there are many mistakes in implementing the law. This more...
Current Issues in CEQA
: BenefitsWhile others chose to fight over the reality of climate change, those of us who work on new development or projects in California only have time to fight to keep up with the enormous changes in California law and jurisprudence concerning climate change. This teleconference will provide an update on the proposed changes to the California Environmental Quality Act guidelines for mitigation of greenhouse gas emissions as well as their effects on the environment. We will discuss the many changes proposed to the guidelines, issues and concerns of the private and public sectors, and how this will affect future projects within California. We will also more...
Current Trends in Carbon Credits and Markets
: BenefitsThe world of greenhouse gas regulation is increasingly complex. International, national, state and regional greenhouse gas reduction programs typically include carbon offsets or allowances as one of the tools to achieve compliance. This teleconference will help those who are involved with and responsible for climate change programs and compliance to understand the nature, use and value of carbon credits.
Learning Objectives
- You will be able to discuss what a carbon credit is.
- You will be able to distinguish between types of credits.
- You will be able to recite how they are valued.
- You will be able to identify what carbon more...
Low-Impact Development and Storm Water Management
: Do you have the latest and most effective strategies for low-impact development?
Attend this enlightening seminar and stay abreast of the latest issues relating to low-impact development and storm water management. Our seasoned professionals will provide practical answers to your most pressing questions about land use trends that impact water quality. You'll get an inside look at how to respond to confusing issues surrounding the implementation of LID.
Take advantage of this opportunity to make sure you stay current on the latest LID and storm water management issues in Virginia. You'll hear more...
Low-Impact Development Maintenance and Upkeep Techniques
: BenefitsThroughout the country new storm water regulations are requiring the control of runoff peak flow rates, runoff volume and water quality. To meet these requirements, engineers and planners are implementing low impact development concepts into their site development plans. This results in the use of many complex storm water BMPs such as bioinfiltration systems, infiltration basins, constructed wetlands, wet ponds, green roofs and porous pavement. Unlike conventional detention basins which require little maintenance, these complex BMPs require significant short-term and long-term maintenance in order to continue to work as more...
Management and Protection of Wetland Buffers
: nBuffers are upland or riparian areas that separate wetlands or other aquatic resources from upland areas, which are often found in developed or agricultural states. They are very critical to the ecological integrity of the wetlands and typically consist of native plant communities that reflect the local landscape and ecology. They perform a variety of habitat functions for wildlife and other organisms, increase runoff filtration into wetlands, help in moderation of water temperature changes and serve as a source of detritus for aquatic food webs. Under federal and state regulatory mechanisms that have been promulgated to manage jurisdictional wetlands, these important areas are more...
New Rules for Compensatory Mitigation Under Section 404
: nIn 2008, the U.S. Army Corps of Engineers adopted new rules that dramatically changed its approach to mitigation under Section 404 of the Clean Water Act, which regulates fill in wetlands and other waters of the United States. The new rules adopt a mitigation hierarchy that moves away from the prior preference for onsite, in-kind mitigation in favor of mitigation banks and watershed-based mitigation programs. The rules also clarify the financial more...
Recent Updates to the EPA's Brownfields Program
: BenefitsThis teleconference will provide you with an update on the current status of the Federal Brownfields Program. You will learn about benefits you can obtain under the Federal Brownfields Program, the status of the program and some of the risks to brownfields development resulting from a recent Supreme Court case and environmental risks associated with vapor intrusion.
Learning Objectives
- You will be able to summarize regulatory updates.
- You will be able to predict how the stimulus package will affect more...
SEQRA
: Benefits strong Find out how you can prosper in spite of complex laws and changing legal standards in New York. /strong
We'll show you how to overcome any obstacles you may encounter - including issues surrounding the supplementation of SEQRA review. Hear about the latest trends in mitigation measures. Get all your toughest questions answered regarding bringing and defending SEQRA litigation. Whether you are new to the field or have years of experience, you'll walk away with the ability to confidently handle every challenge you face.
Benefits for You
- Learn more...
Wetland Regulation
: Benefits strong Wetland regulations are constantly evolving - have your practices evolved with them? /strong
Join us for this innovative seminar and get up to speed on what constitutes a wetland. Understand the intricacies of wetland and water regulation. Get a handle on complicated issues surrounding the New York State Freshwater Wetlands Act. 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 the latest on local government methods of wetland protection. Don't wait - more...
Estate
Accounting for Estates and Trusts
: Avoid errors and penalties in trust and estate accounting, and minimize your client's tax and heartache.
Save your clients' hard-earned money - and avoid legal battles - by learning trust and estate accounting essentials. Come to this seminar and let our experts show you how to transfer assets in a tax-efficient manner. Get the most up-to-date strategies to minimize your errors and your legal liability.
Stay up to date on current estate accounting issues and potential major tax changes down the road. Register now to improve your trust and estate accounting accuracy and efficiency - because in today's volatile economy, every dollar counts!
Benefits for You
- Avoid liability by correctly more...
Asset Protection Planning and Techniques: Safeguard Your Retirement and Other Assets
: Benefits When building retirement wealth for yourself or your clients, you want to protect it. For this reason, asset protection strategies for retirement are necessary as part of your wealth building strategy for the future. This teleconference will give you the tools to protect yourself or your client's retirement wealth, help build more wealth and help secure your future.
Basics of Trust Administration
: nThis teleconference will provide an overview of basic principles of trust administration under U.S. law, including powers and duties of trustees; relations with beneficiaries; removal and replacement of trustees; the use of directed trustees, protectors and investment managers, etc., to "slice and dice" trustee powers; probate court involvement in trust administration; and concepts in fiduciary accounting and income tax reporting. The materials and the speaker will focus on general concepts and principles shared by the laws in most U.S. states with an emphasis on the considerable deviations that written trust instruments can make from state law. The materials will provide citations to the more...
Convergence of Estate Planning, Trust Administration and Financial Advice
: nIn the current volatile and uncertain economic climate, estate planning advisors and their clients need to re-examine conventional estate planning wisdom, better understand how fiduciary performance will be tested and evaluated, and more carefully assess the perceived benefits and actual risks of a variety of investment types within planning structures.
Current Issues in Revocable Living Trusts
: Benefits Revocable living trusts are a foundation of many estate plans. The use of a revocable living trust generally provides for a confidential distribution of family wealth without required court interference and also allows for assets to avoid probate in most jurisdictions. Using a revocable living trust allows for planning in the event of incapacity without having to formally declare a person incompetent and without requiring the opening of a guardianship proceeding. A revocable living trust can provide a simplistic method of utilizing estate tax exemptions in the most efficient manner possible.
Drafting Trusts in Estate Planning
: nEstate tax laws keep changing. Did you know that even though the estate tax exemption is predicted to stay at $3.5 million the lifetime gift tax exemption will stay at $1 million, leaving the door open to reduce the estate tax exemption back down to $1 million when Congress tries to balance the budget in a few years? In addition to estate taxes, clients' families need protection from probate, bad marriages and creditors, especially if they get into financial distress in the future. This teleconference will help you address all of these issues. Find out how to avoid probate, especially lifetime probate. Learn about the flexibility that our estate more...
Estate and Gift Tax Audits
: nThe first question the executor asks when the estate tax return is selected for audit is "why this return?". What was it about the return that caused it to be selected for IRS examination?
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nThis teleconference answers that question and many more related to the subject of estate and gift tax return audits. Learn about the characteristics that trigger audits and why some estate and gift tax returns are more likely to be the focus of an internal revenue service examination. There will also be a discussion of how you can expect the IRS to approach and conduct the audit. The final section of the teleconference will be devoted to how you should handle the defense more...
Estate Planning for Vacation Homes
: nSummer and holiday gatherings at the family vacation home have become important traditions for many families. Providing a place where family members can relax, reconnect and escape the busy pace of life is increasingly significant to many families. Parents want to perpetuate these cherished memories and experiences throughout the generations. To do so requires careful, thoughtful planning by both the parents who own the property and those to whom they would like to pass this unique legacy. This teleconference will review the many options available to vacation homeowners to plan for such important transfers. You'll learn about the mechanics of such strategies, as well as the potential more...
Estate Planning Opportunities in an Uncertain Environment
: nMotivate the reluctant client; freeze the estate value to reduce the estate tax load. How many of us have clients waiting on the sidelines to decide what to do after experiencing 2008? The uncertain times and uncertain market have actually created the perfect time to use some of the advanced planning tools in the estate planner's arsenal. Depressed values for good assets open up the opportunity to leverage our clients' assets to achieve bigger results down the road than we thought possible. In this teleconference, you'll find out what techniques you can use with clients now in the current state of the economy and tax law situation.
Family Limited Partnerships in Estate Planning
: BenefitsMany estate planners who are asked about family limited partnerships or family limited liability companies do not understand the reasons for forming these entities in the planning process. They also are not clear on what is the current status of statutory and case law concerning the continued use of these entities. This teleconference will help you learn to identify when the use of this entity for a particular client situation is warranted and what steps to take to maintain or correct an existing family entity to comply with recent changes in the law. This teleconference will also explain the various valuation issues for gift and estate tax purposes, and asset more...
Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan
: BenefitsA wrong determination of whether a trust qualifies as a designated beneficiary of retirement benefits can cost the owner decades of tax deferral as well as 50 percent excise tax penalties. Learn how to provide the best asset protection and estate planning benefits for large retirement plans so that the valuable 'stretch out' does not become a 'blow out.' Most trusts are inadequately drafted to handle retirement plans, especially in light of the recent changes of the Pension Protection Act. New preparer penalties put an additional premium on determining whether the trust is likely to qualify.
This more...
Form 706: Estate Tax Return Fundamentals
: nAmericans have been able to accumulate wealth. It is estimated more than $10 trillion dollars in wealth will be transferred over the next 15 years. If a person has been fortunate to amass significant wealth, the government imposes a tax when the person transfers their wealth at death. In 2009, if a person's gross estate plus adjusted taxable gifts equals or exceeds $3.5 million in value, a Form 706 must be filed. In the teleconference, you will learn the rules applicable to properly preparing and filing Form 706. The program will cover which assets are subject to tax, the available deductions and major elections. Each schedule required to be more...
Form 709: Gift Tax Fundamentals
: BenefitsTransfer taxes are imposed on the gratuitous transfer of property. When property is transferred during lifetime, a gift tax may be imposed. While the most ignored tax, failure to properly comply with the gift tax laws during life may cause estate tax problems at death. During this teleconference, you will learn when a gift tax return should be filed, what type of gifts need to be reported, what type of information needs to be included to adequately disclose what is reported and the benefits of properly complying with the gift tax laws. By properly reporting gratuitous transfers during life, surprises at death can be avoided.
Estate planners, accountants, attorneys, presidents, vice more...
Funding Trusts in Estate Planning
: BenefitsIt is all too common for clients who go through the time and expense of creating a revocable trust to not properly fund the trust. Failing to fund a revocable trust will often defeat the very purpose for creating such a trust, i.e., avoiding probate and the public disclosure of assets. This teleconference will provide an overview of the mechanics of contributing property to revocable trusts, and the timing and tax consequences of funding testamentary and irrevocable trusts. It will be a helpful introduction to those who will be assisting clients with funding trusts, and a solid refresher course for professionals who advise clients on tax issues of contributing property to trusts. more...
IRA and Qualified Plan Distributions
: BenefitsThis teleconference is specially designed for those who advise their clients on IRA and qualified plan distributions. This program will focus on the required minimum distribution rules and how one can have an IRA payable to a trust and still have it qualify as a designated beneficiary. This teleconference can help you spot and avoid some of the common mistakes taxpayers make with their IRAs and inherited IRAs.
Attorneys, financial and estate planners, accountants, presidents, vice presidents, finance directors, controllers, insurance professionals and CFOs
Managing Risk and Investments for Trustees and Other Fiduciaries
: nAlthough the investment decisions by fiduciaries supposedly are not to be judged with hindsight, and trustees are not deemed to be guarantors of the investment performance of trust assets under their management, as a practical matter, claims by beneficiaries for poor investment performance will only be raised when the trust has sustained losses. Further complicating the matter, such litigation may not occur for many years after the initial investment decisions in question were made, and the people involved in those initial decisions are no longer living or employed by the fiduciary. This teleconference will discuss those areas that have presented the greatest more...
Matrimonial Considerations in Estate and Trust Planning
: BenefitsThis teleconference will review matrimonial implications to estate and trust planning. It will focus on the use of trusts and other estate planning techniques before marriage and during, after and before remarriage, to protect assets from matrimonial claims. Practical planning concepts; drafting considerations; income, gift and estate tax implications; and ancillary considerations will be reviewed. The objective of this teleconference is to provide you with a practical and detailed understanding of how to address potential divorce and related concerns of your clients.
Attorneys, presidents, vice presidents, accountants, finance directors, controllers, CFOs, financial planners and estate planners
Medicaid and Elder Law: Representing Clients in a New Legal Landscape
: Learn proven strategies for navigating the Medicaid maze.
Discover how to protect your clients' assets and provide the high-quality services they're looking for. To properly advise our increasing elder population, it's essential that you know the fundamentals of Medicaid and elder planning.
Attend this vital seminar and explore the complexities of Medicaid eligibility, discover the latest strategies for transferring assets and learn ways to handle the ethical considerations common to planning for elderly clients. Don't miss this valuable opportunity - register today to learn from top professionals in the elder law field. more...
Special Needs Trusts: Planning for the Disabled and Elderly
: Learn proven strategies for planning for the disabled and elderly.
Families with a loved one with special needs face many difficult decisions. The family often wants to take care of the disabled or elderly person financially but is faced with the possibility that the disabled family member may lose his or her public benefits. In some cases, a disabled or elderly person may receive assets through a personal injury lawsuit or inheritance that threatens his or her eligibility for public benefits.
Attend this seminar and learn how to use special needs trusts to solve these dilemmas. Our experts will help you explore the major issues surrounding the creation, more...
Structuring and Drafting Conservation Easements
: nCreating a conservation easement can be complicated and the failure to consider the effects of possible pitfalls can be devastating. This teleconference will provide you with the legalities of creating a conservation easement and establish what the priorities are when it comes to structuring and drafting them. You will gain an appreciation for the complexities of crafting a form of conservation easement that works. Pitfalls that are currently being encountered in the field, including valuation issues and tax matters will be addressed. The teleconference also explains the ways in which a conservation easement can be challenged and by whom.
Tax and Estate Planning for Clients Relocating to Florida
: nThis timely teleconference will highlight the legal and tax impact of a client relocating to Florida. Certainly the appeal of Florida's great weather can be too much to resist for some, but the move has consequences. Tax laws in Florida are generally much more favorable than the laws of the state the client is departing. Similarly, the laws impacting asset protection planning are generally more protective of the client's assets. In addition, out-of-state practitioners must be aware of some unique laws concerning a person's homestead residence both from a tax perspective and a property rights perspective. Lastly, Florida has more...
Tax Implications of Generation-Skipping Techniques - Planning to Minimize the Generation-Skipping Transfer (GST) Tax
: nBy attending this teleconference, you will learn key elements of the GST tax rules, including the rules for automatic allocation of GST tax exemption. Benefits and differences between different types of basic GST tax planning techniques, including various lifetime planning and post-mortem planning along with the implications of leveraging GST tax planning with discounted assets will also be discussed. Insight into considerations for coordinating GST tax planning during life and at death, and nontax issues connected with GST tax planning, including asset protection and trust planning, will round out the teleconference.
The 8 Greatest Estate Planning Techniques
: Master the intricacies of estate planning today and help your clients plan for tomorrow.
Help your clients save money and tears down the road - learn all the latest and most effective techniques for dealing with the uncertainty of estate planning in today's politically charged atmosphere. The estate tax may change, but your clients' peace of mind doesn't need to.
Give your clients the security they need by helping them through the sensitive but necessary steps of planning. Don't miss out - learn to navigate planning methods and tax-reducing strategies with ease at this cutting-edge seminar.
Benefits for You
- Save money for future generations using the latest tax-advantaged more...
The Fundamentals of Estate Planning for Pets
: BenefitsPets are an important part of the lives of many individuals. People own pets for a variety of reasons - they love animals, they enjoy the companionship and they enjoy receiving unconditional love. On many occasions, pets have supplanted children in people's lives. Planning for these companions requires a comprehensive look at the various opportunities and techniques which are available to provide for the care and planning in regards to pets. This teleconference will provide you with some of the tools that are out there to assist your clients whose most important beneficiaries are often overlooked, whether because the client is embarrassed, or the attorney is ill equipped more...
The Rules of Trust Administration
: Refine your trust administration skills - and discover new ones.
Your professional advice and trust knowledge is essential to your clients - make sure you're giving them your best. Attend this innovative seminar and learn to juggle trust complexities while remaining focused on what really matters: your clients' needs.
Discover ways to recognize the different levels of trust intricacy depending on the type and value of the assets involved. You'll learn valuable techniques to improve trust function for everyone involved, as well as tips on managing important legal, tax and family issues. Register today and reinforce your position as a top source for trust service.
This more...
Updating and Maintaining Wills, Trusts and Estate Plans for the Evolving Client
: nThis teleconference has two primary focuses. The first part will highlight issues and opportunities for a drafting attorney to revisit and update an existing client's estate plan or prepare an update for a new client with existing documents. This part will focus on when and why clients need to review and revisit their estate plans and how to spot those issues for existing and potential clients. The second part will highlight various drafting techniques that will allow a will and trust to maintain maximum effectiveness in the future. We'll focus on how to best address a client's future needs with flexibility built into the document and address future changes to more...
Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science
: BenefitsThis teleconference will bring together a panel with differing perspectives on the use and creation of investment policy statements, including outside legal counsel to address perceived problems arising from nonconforming activities; inside legal counsel to discuss techniques for ensuring that the instrument clearly and fully reflects the investor's expectations and the firm's responsibilities; and a senior member of the staff of an asset manager who can give a real life view of an IPS 'from the trenches.' The teleconference will focus on the underlying bases for the establishment of an investment policy statement and more...
Utilizing Spendthrift Trusts in Estate Plans
: BenefitsA spendthrift trust is an invaluable tool in protecting assets for the beneficiary. This teleconference will introduce you to the use and purpose of spendthrift trusts. Additionally, this program will provide specific guidance of drafting an effective spendthrift trust and highlight drafting pitfalls.
Attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, financial planners and enrolled agents
Valuation for Gift and Estate Tax Purposes in a Troubled Economy
: nWhether we are in a recession or depression, the values of assets are not what they once were. If you are contemplating whether to consider gift and estate tax planning or executing a plan, what will the impact of this troubled economy be on your tax valuations? This teleconference provides up-to-date guidance on current market conditions, and evolving valuation industry practices and techniques that will impact gift and estate tax valuations.
When Worlds Collide - Bankruptcy and Probate
: BenefitsUntil the U. S. Supreme Court's 2006 decision in Marshall v. Marshall, 547 U.S. 293 (2006), there was a common belief among many bankruptcy and probate practitioners that the so-called probate exception to federal jurisdiction served to prevent bankruptcy courts from adjudicating any matters that were related, even only slightly, to a probate estate. In giving a very narrow interpretation to the probate exception to federal jurisdiction within the context of bankruptcy jurisdiction, the Supreme Court's ruling in Marshall clearly grants bankruptcy more...
Government
Community Benefit Agreements
: nCommunity benefits agreements can increase public participation in the planning process, promote smart growth and environmental justice goals, and bring neighborhoods, local governments, and private interests together to make development projects more sustainable, transparent and accountable. Negotiating a CBA can be a win-win solution for community groups and developers. The community receives assurances about job benefits, affordable housing, environmental impacts and other issues related to the development and to the community's needs. The project developer, in return, gets community support for permit approvals and subsidies, as well as a release of more...
Economic Development Financing
: Benefits strong Ensure nothing gets overlooked - get on the road to success in economic development financing. /strong
Join us for this must-attend seminar and get surefire techniques for overcoming challenges surrounding economic development financing. Ease your economic development financing worries - find out what to do now until the economy is back on track.. Solve your toughest problems regarding new market tax credits - without worry. Know what state and federal tax resources are available. Register today and get a game plan for ensuring your success.
Benefits for You
- Get up to speed on public finance issues more...
From TV to Twitter: Working With the Media During a Crisis
: BenefitsIn today's media-intensive world, how leaders communicate during a crisis can be just as important - sometimes even more important - than how they manage the problem itself. Whether it's a natural disaster, accident, sensational crime or political controversy, the public and the media demand answers and information now, whether through traditional or new social media channels. Managing and surviving a crisis depends on your ability to respond quickly, to communicate with authority and to demonstrate leadership. Are you ready to survive a crisis - and the media attention that goes with it? This teleconference, created specifically to meet your needs, covers more...
GASB Statement No. 51: Rules for Intangible Assets Come to Governmental Entities
: BenefitsIntangible assets have been present in government operations for many years, but until now there have not been specific rules on how governments were to account and to report for these assets. GASB Statement No. 51 changes this situation. We now have specific rules on how to account and report for these types of assets. These rules go beyond what is typically found in the private sector as it includes internally generated intangible assets, including computer software. This teleconference will examine in detail the requirements of GASB Statement No. 51 and explain the ins and outs of accounting and more...
Implementing Green Initiatives in Government
: nPublic agencies across the country are implementing green mandates and determining the best routes to meet their objectives in an efficient and effective manner. Green experts and experienced agencies are sharing their best practices and information so as to help other public agencies reap the benefits of their tested proven methodologies. Register for this teleconference and gain access to a wealth of step-by-step instructions for various environmental purchasing programs and resources that can guide your way - including lists of green products and services, how to evaluate them and how to purchase them. In addition, you'll hear firsthand experiences and case studies to access the latest in new activities in the green purchasing arena for more advanced green purchasers.
Media Relations for Government Officials
: Do you have the latest and most effective strategies for interacting with the press?
Register for this seminar and get strategies on how to effectively, ethically and legally interact with the news media. You'll get an inside look at how to respond to confusing issues surrounding public records and open meeting laws, as well as a host of other legal and practical issues.
Attend this seminar and you'll get perspectives on dealing with government officials and private industry using hypothetical situations and different exercises. Don't miss this timely opportunity to ask questions of front-line reporters, editors and legal professionals to gain practical insights about doing more...
Obtaining a Portion of the Stimulus Grant Funding
: BenefitsThis past year the federal government has provided a significant economic stimulus program that has been primarily implemented through grant funding. The Recovery Act (American Recovery and Reinvestment Act of 2009 signed by President Obama on February 16, 2009) is the economic stimulus package of $787 billion.
Because of the national scope of the economic situation, stimulus money has been targeted at nearly every business and more...
The Claims Process on Federal Government Contracts - Maximizing the Return on Your Investment
: BenefitsMany federal contractors incur additional costs for changes, delays, differing site conditions and contract terminations. However, all too often these contractors do not understand how to effectively seek compensation for these additional costs. This teleconference will help you understand the types of costs you can recover, the circumstances under which certain costs may be recovered and how to go about recovering these costs. This teleconference also explains the claims process under federal procurements as well as the options available, including forum selection alternatives, when the claim process does not achieve the desired result. Failing to more...
What You Need to Know About Public Records and Open Meetings
: Benefits strong Pennsylvania's open records law has changed - Learn about it all here! /strong
The free flow of information is the cornerstone of our democratic society. The challenge for everyone - especially our policymakers - is to balance the public's right to information with the individual's right to privacy. If you're involved with a public entity or work for a government agency, you need to know the ins and outs of Pennsylvania's public records and open meetings laws. Join us for this seminar and get up to date on changes to the state's more...
Labor
7 Questions to Ask When Establishing Cause for Disciplining and Terminating Employees
: nThis teleconference will focus on understanding and implementing a simple, yet comprehensive approach to investigating and documenting potential disciplinary and termination actions. You will learn seven questions to establish cause for discipline or termination, as well as why proper investigation and documentation minimizes potential for the filing of discrimination claims, decreases settlement value of discrimination claims and reduces potential for meritorious administrative actions or litigation.
ADA Update: Overview of Americans with Disabilities Act and Practical Implications for Employers
: BenefitsThe ADA Amendments Act of 2008 takes effect January 1, 2009. The new amendments substantially alter and expand the definition of disabled under the ADA and who might be protected. This teleconference will review the ADA amendments and related issues, provide you with practical advice on how to comply with the ADA, and address common ADA and employment issues that may be impacted by the new law.
Human resource managers, benefits professionals, business owners and managers, payroll professionals, risk managers, insurance administrators, rehabilitation specialists and claims representatives, accountants and attorneys
Administering the Family and Medical Leave Act Under the New Regulations
: Benefits strong The Changing World of Family and Medical Leave in New Jersey /strong
Recent changes to both United States and New Jersey family and medical leave laws pose new challenges in the workplace. Complying with both state and federal FMLA laws has always been complex, confusing and conflicting. Three significant events make it essential to update your knowledge of these new and revised laws:
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Affirmative Action in Employment - What Does It Really Mean?
: BenefitsThe Office of Federal Contract Compliance Programs is the government agency charged with enforcement of affirmative action regulations. It is armed with a new leader and an increased budget. During fiscal year 2008, the OFCCP recovered a record $67,510,982 in back pay for salary and benefits on behalf of 24,508 individuals who, in OFCCP's view, were subjected to unlawful employment discrimination. The FY 2008 financial recovery represents a more than 20 percent increase over the amount recovered in FY 2007 ($51,680,950). The compliance reviews are thorough and employers must be more...
Alternatives to Reductions in Force
: nLayoffs spawn headlines, adverse publicity and labor relations challenges. While the economic crisis has caused numerous companies to consider restructurings in response to a turbulent business environment, there are compelling business and legal reasons to consider alternatives to layoffs. This teleconference will address the legal and business cases for considering alternatives to layoffs and will discuss several potential alternatives, including pay cuts, forced vacation, hiring freezes, reduced work schedules, dividend reduction and increased attention to performance reviews. You'll also learn about the viability of the various alternatives in the cross-border context.
Avoid Wrongful Termination Lawsuits: Strategies to Keep Your Managers Out of Legal Trouble
: nThis teleconference will review tried-and-true methods for eliminating employment litigation risks, will build managers' confidence in dealing with a range of common-place employee issues, and sharpen their understanding of workplace practices and policies which will dramatically reduce exposure to litigation risks for themselves and their companies.
Avoiding Costly Mistakes In Harassment Policies and Investigations
: BenefitsSexual and other forms of harassment remain a significant problem for employers. Courts and legislatures continue to create new obligations for employers and continue to increase the potential for liability for employers. Many employers continue to have policies and procedures for harassment that are outdated or that actually create potential liability. This teleconference will help you understand the common errors in drafting policies that create problems and how to draft proper policies that help insulate you from liability. The teleconference will also explain best practices for investigating and documenting investigations of harassment complaints. more...
California Employment Law Update
: nCompanies with employees in California face a bewildering and complicated set of employment laws, which are often inconsistent with federal law. This three-hour teleconference will address the most important and current issues facing California employers (or out-of-state companies with employees in California), including wage and hour compliance and litigation trends, California's unique disability and discrimination laws, recently enacted legislation, and important case law developments including cases pending before the California Supreme Court. The teleconference will also cover new more...
Case Study: What Makes Dixon Schwabl One of the "Best Small Companies to Work for in America"
: BenefitsLearn how to motivate, empower and excite employees to build a great place to work. Dixon Schwabl, Inc., CEO Lauren Dixon will share her experiences developing a company culture built on flexibility, freedom and respect for employees, inspiring an innovative approach to everyday workplace practices. No matter the size, geography or industry - any company can be a great place to work. Ms. Dixon will share how she implemented a strategic leadership and talent management initiative, expanded her headquarters in more...
Completing and Submitting the EEO-1 Report By September 30
: BenefitsIn this interactive teleconference, you will learn the EEO-1 reporting requirements as well as practical, easy to use approaches to completing and submitting the EEO-1 report by the filing deadline. This engaging teleconference will also explain the EEOC's and OFCCP's systemic discrimination enforcement initiatives. From understanding the EEOC's and OFCCP's new focus on these issues to learning effective strategies to limit your organization's risk in these areas, you will be provided with the tools necessary to effectively manage your employment more...
Conducting Background Checks
: BenefitsAn ever increasing number of employers are recognizing the benefits that can be derived from conducting background checks on both current and prospective employees. While background checks can be an effective tool for weeding out questionable employees, legal limitations on how such checks can be performed (and how the resulting data discovered can be used) must be understood or otherwise an employer will find themselves defending against their own illegal actions. This teleconference will discuss generally the kinds of background checks that can be conducted by employers and will likewise address the various legal restrictions imposed (primarily under federal law) for conducting more...

