LEGAL
Basics of Trust Administration
| Presenter: Jeffrey S. Dible, Frost Brown Todd LLC Credits*: Bankers, CAC, CBC, CFP, CLE, CPE . |
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 This live webinar 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. This webinar will focus on general concepts and principles shared by the laws in most U.S. states. The materials will provide citations to the Uniform Trust Code and revised Uniform Principal and Income Act to illustrate each general principle or issue.. |
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HR
Inclement Weather Pay Policies
| Presenter: Douglas J. Farmer, Esq., Ogletree, Deakins, Nash, Smoak & Stewart, P.C. Credits*: AIPB, CPP/FPC, CLE, CPE, HR Certification Institute, HRPD . |
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In this comprehensive webinar, you will learn basic employment law rules impacting inclement weather policies, including legal tests for when employees must be paid, reporting time pay rules, rules governing employee call back, reporting time pay, payment for controlled and uncontrolled standby, enforcement of employer attendance policies, and the impact of inclement weather policies on the employee’s exempt status. Practical elements of inclement weather policies, including communicating with employees on short notice, objective standards for determining if work can be performed, and balancing safety against enforcement of employer attendance policies will be addressed. . |
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ACCOUNTING
Sales and Use Tax Determination Headaches
| Presenter: John R. Morrow, JR Morrow Consulting, LLC Credits*: AIPB, CAC, CPE . |
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Sales and use tax professionals are faced with the legal and practical challenges of learning as many as 50 different state sales and use tax laws and regulations. No one could possibly learn all of the different state requirements and yet our jobs demand it. The purpose of this live webinar is to reveal the secrets to working in a multistate environment. You will learn about the four different types of taxing states which greatly reduces the complexity of a 50-state environment. Five states don’t even have sales and use taxes. You will master the principles of nexus and reduce your exposure to audit from other states. Since audits in this area are inevitable, audit techniques for negotiating with auditors and how to reduce the amount they assert your organization owes will be addressed. . |
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CONSTRUCTION
Change Order Basics
| Presenter: Mark R. Hartney, Esq., Allen Matkins Leck Gamble Mallory & Natsis LLP George T. “Tim” McDonnell, Esq., Allen Matkins Leck Gamble Mallory & Natsis LLP Credits*: AIA, CC, CLE, CPE, ENG, PMI . |
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Attend this live webinar and receive valuable information on change orders, construction change directives, cardinal changes, abandonment, contract modifications and managing change. You will gain a clear understanding of these concepts and how they apply to the owner, contractor, subcontractor, lender and surety. The speakers will discuss differing site conditions, defective or ambiguous plans and specifications, disclosure of information, allowances, owner interference, inspections, unit prices, ripple effect, cumulative impacts, disruption, total cost claims, modified total cost claims and contingency, and how these concepts relate to construction contract modifications. . |
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MEDICAL
Medical Records: Responding to Subpoenas and Investigations
| Presenter: Matthew P. Keris, Esq., Marshall, Dennehey, Warner, Coleman & Goggin Credits*: ACHE, AHIMA, CLE, HFMA . |
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| Don’t be caught off guard. You could be breaching the confidentiality of patients without even realizing it. From HIPAA requirements to state privacy laws, legal issues abound in the medical records arena. If you’re not up-to-date on medical records law, your company could face serious legal and financial liability risks. Attend this live webinar and gain critical information on confidentiality, disclosure, documentation requirements and HIPAA issues you face every day. You will learn everything you need to know to deal with the changing legal landscape and avoid putting yourself at risk. Don’t miss this opportunity to broaden your knowledge of how to handle medical records properly and protect your company, and how to respond if you are subpoenaed. . |
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SALES & MARKETING
Customer Service Upselling: Best Practices to Capitalize on Every Call
| Presenter: Kerry Weiner Elkind, The Elkind Group . |
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| Each call that comes in is an opportunity to do more with your customers. This live webinar will teach you how to successfully train and motivate reps to incorporate selling into their service calls. Join us to discover proven ways to increase revenue from incoming calls, how to transform attitudes with value-based selling, how to reduce turnover with skilled, confident, and motivated front-line employees and finally overcome rep resistance. . |
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