Archive of Past Seminars and Events

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Inventory Best Practices

Manufacturers and distributors must make inventory control a top priority. We have found that our most profitable manufacturers and distributors have implemented controls and systems to gain a firm grasp over their inventory and have taken advantage of the useful financial information derived from their cost accounting systems to make effective business decisions. We will discuss how these best of class companies have overcome various challenges to implement these systems within their organizations. This seminar will assist you in developing a game plan for evaluating your current inventory system and provide a blueprint to implement best of class strategies to increase profitability.

Architects and Engineers Annual Update
Feeley & Driscoll, P.C. is hosting a seminar designed to help you better understand Overhead rates, FAR’s Regulations and Pricing Techniques. The seminar will include discussions lead by a combination of experts from Feeley & Driscoll’s Architect and Engineers Group. This seminar will be held at the F&D Conference Center.


Business Best Practices for Large Engineering Firms (Over 40 Employees)

The most successful A/E/C firms employ proactive project managers, executives and finance staff who “know the costs” and use it as an essential part of the project management process. This program is designed to help you better understand accounting and finance issues specific to the A/E/C industry. We will present strategies and financial know-how as well as identify tools to increase the profitability of your projects and your organization’s bottom line. We encourage you and members of your team to participate in this timely, informative and valuable seminar.


Buying & Selling a Business
This seminar will discuss tax and accounting issues involved when buying or selling a Manufacturing or Distributing business. A sample of the issues to be addressed include: acquisition/sale structures (stock vs. asset deals); financial statement ramifications and tax/financial treatment of the various components of the purchase and sale.

Balancing Act—Network Building for the Project Manager

A successful project manager understands the importance of relationship building.  Contractors are discovering that effective networking and people management produces a climate of efficiency and sustained growth.  We will discuss the importance of advance planning, time management, effective communication methods, mentoring, delegation and goal setting.


Budgeting for Profitable Results, Capital Retention, and Bank Loan Compliance

This seminar is a hands-on case study in creating a law firm budget from scratch. It is ideal for attorneys, firm administrators and accounting personnel involved in the budgeting or tax planning process. We will consider budgeting allowances for employees, capacity, clients and new business; as well as explore some popular models for budgeting and performance tracking.


Business Best Practices for Small to Mid-size Engineering Firms (Under 40 Employees)

The most successful A/E/C firms employ proactive project managers, executives and finance staff who “know the costs” and use it as an essential part of the project management process. This program is designed to help you better understand accounting and finance issues specific to the A/E/C industry. We will present strategies and financial know-how as well as identify tools to increase the profitability of your projects and your organization’s bottom line. We encourage you and members of your team to participate in this timely, informative and valuable seminar.


Compliance Officer's Roundtable Series Presents: An Open Forum with CMS, AHS and NHIC
Please join us for the next meeting in our Compliance Officer’s Roundtable series - an educational forum designed to provide CEOs, CFOs, Compliance Officers, General Counsel Staff, and Others with information, ideas and strategies to address current issues in Healthcare Compliance. The first portion of our program will include presentations from representatives of CMS, AHS and NHIC on the structure of their entity’s enforcement functions and a brief discussion of their view of key current issues. The second portion of our program will incorporate a moderated panel discussion featuring representatives of CMS, AHS and NHIC (question and answer format) focused on current regulatory issues. Please note that this meeting will be held at the Hilton Hotel in Dedham, MA. This meeting will be an expansion of our normal format. Representatives from the Centers for Medicare and Medicaid Services Region I, Associated Hospital Services (Part A Fiscal Intermediary) and National Heritage Insurance Company (Part B Carrier) will join us as participants.


Compliance Officer's Roundtable Series Presents: An Open Forum with CMS, AHS and NHIC
Please join us for the next meeting in our Compliance Officer’s Roundtable series - an educational forum designed to provide CEOs, CFOs, Compliance Officers, General Counsel Staff, and Others with information, ideas and strategies to address current issues in Healthcare Compliance. The first portion of our program will include presentations from representatives of CMS, AHS and NHIC on the structure of their entity’s enforcement functions and a brief discussion of their view of key current issues. The second portion of our program will incorporate a moderated panel discussion featuring representatives of CMS, AHS and NHIC (question and answer format) focused on current regulatory issues. Please note that this meeting will be held at the Hilton Hotel in Dedham, MA. This meeting will be an expansion of our normal format. Representatives from the Centers for Medicare and Medicaid Services Region I, Associated Hospital Services (Part A Fiscal Intermediary) and National Heritage Insurance Company (Part B Carrier) will join us as participants


Compliance Roundtable - The OIG's Supplemental Compliance Program Guidance for Hospitals
Each roundtable includes discussions lead by a combination of experts from Feeley & Driscoll's Healthcare Services Group and outside agencies, payors and regulators. We encourage you to send a member (or members) of your team to participate in these valuable, timely and informative sessions. Agenda: Wednesday, February 23, 2005 8:45 - 9:00 Registration & Coffee 9:00 - 10:00 The OIG's Supplemental Compliance Program Guidance for Hospitals - Discussion of Changes with Mark Rich of Feeley & Driscoll, P.C. 10:00 - 11:00 Update on Current Compliance Issues & Q&A with invited guest James Bryant, Esq., Deputy Administrator, CMS Region I


Compliance Roundtable - The OIG's Supplemental Compliance Program Guidance for Hospitals
Each roundtable includes discussions lead by a combination of experts from Feeley & Driscoll's Healthcare Services Group and outside agencies, payors and regulators. We encourage you to send a member (or members) of your team to participate in these valuable, timely and informative sessions. Agenda: Wednesday, February 23, 2005 8:45 - 9:00 Registration & Coffee 9:00 - 10:00 The OIG's Supplemental Compliance Program Guidance for Hospitals - Discussion of Changes with Mark Rich of Feeley & Driscoll, P.C. 10:00 - 11:00 Update on Current Compliance Issues & Q&A with invited guest James Bryant, Esq., Deputy Administrator, CMS Region I

Cost Saving Best Practices for Manufacturers & Distributors
The northeast is finally experiencing economic growth. Despite this fact, companies have struggled to improve their top and bottom lines. Many manufacturing and distribution companies have implemented changes to improve sales and results. This seminar will describe steps companies use to achieve a "Best in Class" standing and the approaches used. The discussion will emphasize how to apply critical cost savings and offer examples of dollar savings for small to mid-sized manufacturers and distributors. Please note that this meeting will be held at the Westford Regency Hotel, Westford, MA.


Cost Segregation Strategies for Contractors
Cost segregation studies on commercial construction projects can maximize savings by accelerating depreciation deductions and cash flow, reduce property taxes and lower sales tax liabilities. Learn how this process works and, if you are in the construction industry, how this may provide you with a distinct advantage over your competition.


Current Surety Market and the Financial and Bonding Capacity for Contractors
Geared towards Contractors, this seminar will address the Surety Market of the 1990's vs. that of 2000 and that of today. Also discussed will be Contract Surety Losses, Top Surety Writers, and Advice for Contractors in Today's Market. This seminar will be held at the Feeley & Driscoll Training Center located at 200 Portland Street, Boston, MA.


Do Work
The key people in your organization determine your success. This seminar will discuss how to attract, hire and keep the best people. Other topics include how to determine if an incentive compensation plan is right for your company as well as assessing your current project delivery system.


ERP Selection Process Survival Guide

This presentation will educate and inform you with a high level overview of the many tax options available for manufacturers, distributors and technology companies.  We will discuss how today’s leading companies are achieving their tax objectives by implementing the available tax favored opportunities and new regulations.  Understanding what the new regulations mean and how to work them into your organization are key.  Of the many opportunities available, we will focus on the following: research and development tax credits; section 199 manufacturers deduction; cost segregation; sales tax; Massachusetts medical device tax credit; charitable contributions of inventory; IC-DISC; establishing a 30 day lower of cost or market inventory value; state income and sales tax measures; acceleration of insurance deduction; lowering Mass. tax by creating out of state nexus, and the Mass. Economic opportunity area credit.


Get Paid
Are you doing all that you can to evaluate your customers’ creditworthiness to ensure you will get paid. This seminar will be a discussion of how to monitor the financing source for a project and what to do when the money stops.


Get Work
In the last five years work has found many contractors. Today there is a need for a coordinated marketing/business development effort. This seminar will show you how to define who you are and where you want to go and how to get that message to the market.


Getting Results from Quickbooks Pro
This program is for current users of Quickbooks Pro who want to customize it to effectively manage their construction process and maximize their ability to produce accurate construction accounting information and timely management reports.


HIPAA...What it Means for You and Your Organization
Worried about HIPAA? Do you know what PHI really means? This seminar will discuss what HIPAA is, how it will affect you and your organization, and when changes can be expected. Come join us to learn about the practical steps your organization should take to prepare. This program will provide you will a checklist for ensuring HIPAA compliance through a practical discussion of the regulations and implementation schedule.


How to Maximize Profits through Benchmarking and Process Improvement
This seminar is geared towards Manufacturers and Distributors. Building a solid foundation of organizational strategies within your company will allow you to prosper. Sales growth has been the focus and many financial reporting functions have fallen to the back burner. Financial reporting should now be a priority within your organization. Measurement systems are the most important tool that you can use to identify problems immediately. Shrinking backlog, cash, and margins in tandem with growing accounts receivable days, inventory, leverage and overhead are financial warning signs for organizational change. The following are the keys to profitability we will discuss: Are you aligning business intelligence and performance measurements to your strategic planning process; Is your accounting/finance department participating in the formulation of strategy to support objectives; What are the key financial benchmarks and how often should they be measured; What key financial indicators should be looked at within production segments; Understand operating cycle and cash gap analysis; Which "numbers" does my bank track most closely; What is your competitive advantage; Define customer selection process; Refine billing process/Accounts receivable management; Prepare cash flow projections; How to stay focused and disciplined in your strategic planning, problem solving and processes. Please Note: this seminar will be held at the Westford Regency Hotel - Westford, MA.


How to Maximize Profits through Benchmarking and Process Improvement
This seminar is geared towards Manufacturers and Distributors. Building a solid foundation of organizational strategies within your company will allow you to prosper. Sales growth has been the focus and many financial reporting functions have fallen to the back burner. Financial reporting should now be a priority within your organization. Measurement systems are the most important tool that you can use to identify problems immediately. Shrinking backlog, cash, and margins in tandem with growing accounts receivable days, inventory, leverage and overhead are financial warning signs for organizational change. The following are the keys to profitability we will discuss: Are you aligning business intelligence and performance measurements to your strategic planning process; Is your accounting/finance department participating in the formulation of strategy to support objectives; What are the key financial benchmarks and how often should they be measured; What key financial indicators should be looked at within production segments; Understand operating cycle and cash gap analysis; Which "numbers" does my bank track most closely; What is your competitive advantage; Define customer selection process; Refine billing process/Accounts receivable management; Prepare cash flow projections; How to stay focused and disciplined in your strategic planning, problem solving and processes. Please Note: this seminar will be held at the Westford Regency Hotel - Westford, MA.


Implementing & Measuring Activity Based Costing within Your Organization
This seminar is geared towards manufacturers interested in learning the steps to building a successful, profitable organization. Topics to be discussed include: Introduction to Activity Based Costing, The Process, and How to Ensure a Successful Implementation within Your Organizations.


Incentive Compensation
This seminar will focus on the components of an effective compensation program to help you attract and keep the best people. This program will also stress methods of rewarding them for performance that contributes to the increased success of your company


Increasing Your Software Utilization to Best of Class Standards
General and Subcontractor Tracks - This program will include outside experts from Timberline Software and Prolog Software for discussion of the functionality of each program including: how their best of class contractors are integrating the various applications, and modules to create efficiencies.


Internal Controls: Safeguarding Your Company

With the introduction of the rules and standards incorporated in the Sarbanes-Oxley Act, the Committee of Sponsoring Organizations of the Treadway Commission (“COSO”) and other regulatory and professional association pronouncements, there has never been a greater emphasis on the presence of internal controls in an organization.  A strong internal control system is not only important in publicly traded companies, it is just as critical in privately held organizations. We will discuss an overview of the aspects of a sound internal control system, walk through some basic internal control elements in each major transaction processing cycle, and discuss the impact of automated systems in a company’s overall internal control environment.  This program will provide your organization with key points to consider in establishing proper internal controls.


Integrating Business Processes to Drive Down Costs and Increase Profitability
This seminar is geared for the General Contractor and Subcontractor Tracks. We have found that software programs are not used 100% when they come right out of the box, if the program is to be applied to everyday tasks, more and more features of the software will need to be maximized. This is essential for making jobs more organized and staff more accountable.


Keys to Managing your Growing Law Firm Practice
This seminar is geared towards new law firms (under 3 years old) and will discuss firm management and governance, increasing profitability while sustaining growth, setting policies and procedures and the motivation and retention of employees.

Law Firm Financing & Capitalization Strategies
This seminar focused on proper levels of law firm capitalization, benchmarks of successful financial performances and realistic personal earning expectations. This seminar covered various methods of financing for working capital needs, equipment, relocation and practice development projects


LTCH PPS Roundtable Series
Feeley & Driscoll, P.C. and MHA are hosting a series of complimentary roundtables designed to help you and your staff stay abreast of issues related to the implementation of the new Medicare Prospective Payment System for Long-term Hospitals. The agenda includes: Introduction & Overview of Final Regulations; Implementation Issues - Questions & Answers; Questions / Other Issues


LTCH PPS Roundtable Series
As you know, Feeley & Driscoll, P.C. and MHA are hosting a series of complimentary roundtables designed to help you and your staff stay abreast of issues related to the implementation of the new Medicare Prospective Payment System for Long-term Hospitals. Implementation Issues - Questions & Answers -Guests: Bill Wheeler & Renne Richard, AHS Revenue Recognition Issues & A/R Valuation: -Mark Rich, Feeley & Driscoll, P.C.


LTCH PPS Roundtable Series
Feeley & Driscoll, P.C. is hosting a series of complimentary roundtables designed to help you and your staff stay abreast of issues related to the implementation of the Medicare Prospective Payment System for Long-term Hospitals.


LTCH PPS Roundtable Series
Feeley & Driscoll, P.C. and MHA are hosting a series of roundtable discussions designed to help you and your staff stay abreast of issues related to the implementation of the new Medicare Prospective Payment System for Long-term Hospitals. The agenda includes: Introduction - Proposed Regulation Overview by Mark Rich (Feeley & Driscoll, P.C.), Implementation Issues - Questions & Answers by guest speakers Bill Wheeler & Renee Richard (AHS), Implementation Issues - Continued Discussion and Other Issues.


Mapping a Strategic Plan for Your Firm
This program is designed for Attorneys in Start-up and Growing Law Firm Practices less than 5 years old). Topics to be discussed include: 5 steps in the strategic planning process; developing and implementing your plan; strategic practical aids including how to create a vision, get the clients, do the work, and remain profitable.


Maximize Profits through Productivity Improvements
U.S. companies have increased productivity by 2-4% over the last few years, while productivity in the construction industry has increased by only 0.8%. By implementing and communicating an effective Productivity Strategy you will be able to increase productivity by 5% over the next 12 months - increasing your bottom line and profitability. Productivity improvements must start with the CEO and top level managers and filter down to the field personnel. This program will discuss what the best of class contractors are doing to improve productivity from a process and training standpoint. This seminar will be held at the F&D Training Center.


Medicare Reimbursement for Interns and Residents Not in Approved Programs
As you know, the Fiscal Intermediary historically has recognized the costs of residents and interns so long as the hospital could prove that they were in an approved GME program at another hospital. Recently, at the instruction of the Blue Cross and Blue Shield Association, the FI has undertaken a complete change of direction. Since it is likely that your institution either is now or will soon be facing an audit on these principals, we thought it appropriate to bring together the interested parties to discuss this issue and any opportunities for cooperative resolution to the benefit of all the hospitals. Please respond to MAFerreira@haslaw.com or 617 345 9000 Ext. 4636 to indicate whether you can attend. Please note this meeting will be held at the offices of Hinckley, Allen & Snyder, 28 State Street, Boston.


Mergers & Acquisitions/Succession

This program will focus on the current issues that leaders of manufacturing and distributing companies face with succession planning, selling a company or buying another business. This seminar should be attended by business owners considering business succession or acquisition, and those considering selling or merging their current organization. We will be exploring deal transactions from both seller and buyer perspectives.


National Provider Identifier (NPI)

Geared towards an audience of hospital providers, Feeley & Driscoll, P.C. is hosting a series of complimentary roundtables designed to help you and your staff stay abreast of breaking issues impacting your institution’s financial position. These informal forums present timely topics that are affecting the health care environment. This seminar will be held at the F&D Conference Center, 2nd Floor.


On the Ground: Best of Class Practices for the Foreman

As a foreman, you oversee the daily workings of the project, controlling the work environment.  Establishing quantifiable goals for crew members is the best way to increase performance, improve morale, and reduce turnover.  This program will discuss best of class practices, including: how to be a superstar foreman, involving your crew in planning, and how to monitor the job site.  We will also give you tools to implement these practices: foreman’s daily plan, daily huddle, performance measurements, and improvement measurements. 


Paperwork and Closeout Track
Given the current economic trends in the industry, the challenge will be for construction companies to continue to obtain revenue stream at current profit margins. The key to this will be maintaining an efficient and effective project management system. This seminar is geared towards project managers and owners who are looking to develop and implement a best of class project management system within their organizations.


Project Management - Project Specific Website
Waiting for information or acting with the wrong information can cause major cost overruns. With a Project Specific Web Site, changes to the project are communicated to the entire project team instantly; shop drawings submitted, checked, and returned on-line; meeting minutes and schedule revisions are available to the project team. Product and color schedules can be posted and test results can be made available. At the same time, project information is secure, available only to those who have the appropriate access privileges.  This seminar will feature a Massachusetts contractor who is using a Project Specific Web Site and a representative from a provider of these services. This program will demonstrate the functionality of a Project Specific Web Site and allow you to discuss the advantages and disadvantages with a current user and a service provider.


QuickBooks for the Emerging Contractor

This seminar is designed specifically for the emerging (25 to 35 year old) contractor looking to learn how to set up Quickbooks to manage the construction process. This program is geared toward current Quickbooks users who want to maximize their ability to produce accurate construction accounting information and timely management reports to maximize productivity and profit.


Reimbursement Roundtable
As you know, Feeley & Driscoll, P.C. is hosting a series of complimentary roundtables designed to help you and your staff stay abreast of breaking issues impacting your institution’s financial position. These informal forums present timely topics that are affecting the reimbursement structures within the health care environment. At each forum we will hear from a combination of experts from F&D, outside agencies, payors, and regulators who will lead a discussion designed to keep your staff "on the cutting edge" of current events and topics. This seminar will be held at the Feeley & Driscoll Training Center.


Reimbursement Roundtable Series
As you know, Feeley & Driscoll, P.C. is hosting a series of complimentary roundtables designed to help you and your staff stay abreast of current issues impacting the financial position of acute care hospitals in the Commonwealth. Current Issues: Federal & State Udpate -Joe Kirkpatrick, MHA Provider-based Entities: The Final Rule - Planning for Implementation -Tim Hogan, Feeley & Driscoll, P.C.


Reimbursement Roundtable Webinar
This Webinar is a discussion of the Implementation and Enhancement Strategies of Medicare's Prospective Payment System for Inpatient Hospital Services Furnished in Psychiatric Facilities and Certified Units of Acute Care Hospitals. We are pleased to present this program as a webinar for your ongoing education and encourage you and members of your team to participate in this valuable, timely, and informative session. Using the power of the Web combined with conference calling, you can participate in this hour-long forum conveniently from your desktop. You can listen to our expert presenters, view their Powerpoint presentations, and ask questions.


Reimbursement Roundtable: Update on State Issues and Future Medicare Issues.
Feeley & Driscoll, P.C. is hosting a Health Care Reimbursement Roundtable with an Update on State Issues: UC Pool, the Waiver and More with Dan McHale, MHA. Future issues with Medicare will also be addressed. This seminar will be held at the F&D Training Center, 200 Portland Street, Boston, MA.


Reimbursement Roundtable: Update on State Issues and Future Medicare Issues.
Feeley & Driscoll, P.C. is hosting a Health Care Reimbursement Roundtable with an Update on State Issues: UC Pool, the Waiver and More with Dan McHale, MHA. Future issues with Medicare will also be addressed. This seminar will be held at the F&D Training Center, 200 Portland Street, Boston, MA.


Satisfaction
In today's vibrant economic climate, if your business suffers from the following, Constraints Management might be for you. The Program is designed to help small to mid-sized manufacturing companies improve performance, create competitive advantage and maximize sales by identifying and managing process constraints.


Show Me the Money! Tax Saving Strategies for Manufacturers, Distributors and Exporters
This program will discuss recent economic stimulus legislation that provides significant tax benefits to manufacturers, distributors, and exporters. We will focus the discussion on the following high level topics: Research & Development Credits; EOAC; Mass. Apportionment for Manufacturers; Independent Contractor Rules in MA; MA Manufacturers 355Q; Review Schedule M-3; Entity Choice Issues and Strategies; Federal Empowerment Zone/Enterprise Community and Renewal Initiatives; Estimated Tax Payment Alternatives; Sales & Use Tax; Prepaid Insurance Deduction; Obsolete Inventory Rule; IC-DISC; Transfer Pricing; Deferred Compensation Rules; Foreign Related Party Interest Limit; Foreign Dividends and 5.25% Tax Rate. Please Note: this seminar will be held at the Westford Regency Hotel - Westford, MA.


Show Me the Money: Grants and Economic Incentives for your Company
This seminar is geared towards the Construction Industry. Thinking of expanding or training your workforce? If so, there are several economic incentives and grants available to you at both the federal and state level. For example, the Massachusetts Workforce Training Fund and the U.S. Department of Labor Grants will reimburse you for the cost of training to upgrade employee skills. In addition, there are some very attractive federal and state tax credits and incentive financing packages available for increasing employment or expanding into selected areas within the state. Please join us on October 19 from 9 to 11 AM when Feeley & Driscoll directors Jackie Weir and Jonathan Chapman team up with Lynn Tokarczyk of Business Development Strategies, Inc. and Susan Gray of Workforce Designs, Inc. discuss these important economic opportunities that can save you thousands of dollars in employee training and business expansion costs. Please note this seminar will be held at the Feeley & Driscoll Conference Center.


Software User Group Meeting
As the number of Timberline users in the area continues to grow, we felt creating a forum for users to discuss issues associated with the software will ultimately increase the utilization of the product. We will present an overview of Estimating Explorer and Estimating Reports Manager and how to import data to accrue such costs as, General Liability insurance or invoices in Timberline's Accounts Payable Pending Invoice System. This seminar will be held at the Feeley & Driscoll Training Center located at 200 Portland Street, Boston, MA.


Software User Group Meeting
As the number of Timberline users in the area continues to grow, we felt creating a forum for users to discuss issues associated with the software will ultimately increase the utilization of the product. We will be featuring Document Management and Desktop Functionality with an Open Forum/Discussion to wrap the session. This seminar will be held at the Feeley & Driscoll training center.


Software User Group Meeting
As the number of Timberline users in the area continues to grow, we felt creating a forum for users to discuss issues associated with the software will ultimately increase the utilization of the product. We encourage you to send a member (or members) of your team to participate in this valuable, timely and informative session discussing: Buyout: Timberline’s Buyout module allows you to better manage your bid solicitation process and quickly and accurately turn your detailed estimates into RFQ’s and Purchase Orders. And, Timberline's Project Management vs. Prolog: we will discuss the pros and cons of using each program as it relates to both General Contractors and Subcontractors. This meeting will be held at F&D's Training Center, 200 Portland Street, Boston, MA.


Software User Group Seminar
As the number of Timberline users in the area continues to grow, we felt creating a forum for users to discuss issues associated with the software will ultimately increase the utilization of the product. We will discuss Timberline's Project Management vs. Prolog: the pros and cons of using each program as it relates to both General Contractors and Subcontractors And hold an Open Forum: Back by popular demand. This group discussion will focus on: current utilization of the software, third party applications that you are using, problems you are encountering, tips to overcome the shortfalls and expand on strengths, what's new in release 9.2 or best practices among current users for the everyday use of Timberline modules. This seminar will be held at the Feeley & Driscoll conference center.


Strategic Planning for the Emerging Contractor
This seminar is geared towards the young (i.e., ages 25-35) emerging general contractors and subcontractors interested in learning the steps to building a large, profitable construction organization. This seminar will discuss; the basics of strategic planning; explain the financial and nonfinancial criteria when managing construction companies; measure performance and maximize profitability; provide for the long-term stability of the company; and growth strategies.


Strategic Planning for the Emerging Contractor
A successful contractor must differentiate itself from the competition and provide outstanding service and greater value to its customers. Contractors are discovering that strategic planning is the key to meeting this challenge. Unplanned, uncontrolled growth usually leads a company to crisis. A comprehensive strategic plan can mean the difference between success and failure in your company’s future. This program will also discuss how the “Best of Class” contractors are utilizing Quickbooks Pro to effectively manage the construction process and maximize their ability to produce accurate construction accounting information and timely management reports. This seminar will be held at the Feeley and Driscoll Conference Center.


Tax & Accounting Issues
This seminar will compare and contrast the tax and GAAP issues for Manufacturers and Distributors. Some of the issues affecting the M&D industry to be discussed include: inventory, receivables, payables, compensation, multi-state concerns and accounting methods.


Tax Planning Opportunities and Pitfalls; A Call for Immediate Action
2005 is turning out to be a fairly active year for federal and state tax developments. These developments provide both savings opportunities and expensive pitfalls. At the top of the list of pitfalls is a new law that was enacted in 2004 that involves non qualified deferred compensation plans. Lending new meaning to the phrase “a trap for the unwary”, a failure to comply with this provision can result in a 20% penalty plus interest on amounts paid under these plans (in addition to the regular tax). We will discuss some recent guidance provided by the IRS and some important year-end and long-term planning that will help you avoid these consequences. In addition, we will discuss some of the more positive legislative and regulatory developments and year-end tax planning considerations that could result in considerable tax savings. This seminar will be held at the F&D Conference Center.


Timberline Software User Group Meeting
As the number of Timberline users in the area continues to grow, we felt creating a forum for users to discuss issues associated with the software will ultimately increase the utilization of the product. We will present an overview of Estimating Explorer and Estimating Reports Manager and how to import data to accrue such costs as, General Liability insurance or invoices in Timberline's Accounts Payable Pending Invoice System. This seminar will be held at the Feeley & Driscoll Training Center located at 200 Portland Street, Boston, MA.


Timberline Software User Group Meeting
As the number of Timberline users in the area continues to grow, we felt creating a forum for users to discuss issues associated with the software will ultimately increase the utilization of the product. We will be featuring Document Management and Desktop Functionality with an Open Forum/Discussion to wrap the session. This seminar will be held at the Feeley & Driscoll training center.


Tips on How to Survive an IRS Audit
This seminar will provide you with a game plan for dealing with the IRS should you receive an audit notice or an IRS surprise visit. Some of the issues to be discussed include the statute of limitations, classification and selection of returns, types of audits, taxpayers' rights during an audit, and the appeal process for unagreed cases.


Three Key Responsibilities of the CEO: Leader of Change
What is the work of the CEO?  In growing construction organizations, CEOs must continuously transform their organizations in the face of unrelenting change.  This program will discuss the three key responsibilities of an effective CEO: seeing reality, setting the right goals, and developing generations of future leaders.  We will also give you tools to implement change in your organization, including: the Behavior Grid, CEO Report Cards and CEO Best Practices.


Using Quickbooks Pro Accounting Software
To Manage Your Fast-Growing Manufacturing Company Profitably. This program is for current users of Quickbooks Pro who want to customize it to effectively manage their manufacturing organization and maximize their ability to produce accurate accounting information and timely management reports.


Year End Tax Considerations and Client Trust Accounting Controls
This seminar is geared towards attorneys and law firms. This seminar will be broken out into two sections. In the first section we will discuss year end tax considerations, concentrating on: income and expense issues; sales tax and employment issues; advanced client costs; retirement plan considerations and will conclude with with a discussion on year end strategies. During the second part, we will discuss on Client Trust Accounting Controls. This program will summarize a Lawyer’s responsibility on the basics of Trust Account Management. We will focus on detailed controls vs. suervisory control along with ways to improving trust account internal controls to reduce risk of loss.