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Overview: The first step in catapulting your career ahead of your competitors is fully to use Microsoft Outlook. If you are using Outlook mainly to send and receive email and to record appointments and meetings, about 85% of the power of Microsoft Outlook is being left unused.

In this session you will learn how to customize the Calendar for productivity, overcoming hurdles that delay the completion of tasks and projects while creating a methodical way to meet deadlines. With this session, you can be assured nothing slips through the cracks.

Well-known business writer Tom Peters asked, "How does a major project get to be a year late?" And then he answered his own question: "One day at a time." As an individual contributor, it is your responsibility to complete your assignments on time. With this instruction you'll keep your projects moving down the tracks at a steady speed and finish by the deadline plus you'll have a tool for setting and reaching your personal goals.

This session teaches the secrets of using the Calendar and Tasks Folders in tandem, supporting assignments from a deep-dive organizational standpoint to keeping track of urgent deadlines. The techniques demonstrated makes Outlook a reliable tool for exponential productivity. When the principles are implemented, you will gain company-wide recognition for completing your assignments on time and being a valuable team player.

When you are in snowy mountains, you take great care to avoid areas where an avalanche might occur. In the workplace, you want to avoid an avalanche of emails dumping into your inbox on a daily basis.

In this session, you will learn to dig out from the heavy load of tasks that arrive via email and work from a cleaner Outlook Inbox. You will gain the skills to reduce what flows into your Inbox while expediting email processing.

You'll get quick tips for processing email in Outlook that can save you precious minutes every day and help you leave work on time. You'll be amazed at how many features the Outlook Inbox has that can help you organize, sort and prioritize email - enabling you to stay on top of urgent tasks and project deadlines. You'll work faster and smarter as you process email and benefit from instructions to:

Now that you have conquered the Calendar, Tasks and Inbox, this session will teach you advanced techniques to further customize Outlook to your personality, job, and work habits. As you examine the additional features explored in this session, you'll discover that if you know what you want to do in Outlook, you can find a way to do it. It's like programming your productivity!

Why you should Attend: To function in the 21st century workplace, you need superior time management and technology skills. This webinar brings you both. Microsoft Outlook is a great technology tool for self-management IF you understand the time management benefits of the Outlook features.

This webinar infuses time management principles into Microsoft Outlook and brings you superior techniques for staying on top of your workload. You win in both world: time management and technology.

As the time management principle is explained, you will recognize it and wonder why you have not been successfully practicing it. This program refreshes the time management principle and makes you a winner by coaching you on how to use the principle in Microsoft Outlook.

The Microsoft Outlook tips and techniques will save you nanoseconds that add up to hours of time. You will think you found 1 extra hour a day.

Agenda: Session 1: Catapult Your Career with These Time Management and Microsoft Outlook Techniques Duration: 75 minutes This session includes how to:
  • Use the calendar to manage the daily workflow and keep track of sensitive deadlines
  • Estimate the time tasks take and complete work within the identified time frame
  • Never miss a meeting
  • Use categories to help sort information in all folders: Calendar, Contacts, Tasks, and Inbox
  • Use the Outlook Calendar to provide a workload overview
  • Pace daily productivity
  • Keep a track of project deadlines
  • Ensure you keep a track of personal "life balance" activities
  • Use Categories to help you sort information
  • Use the "All day event" designation for your advantage
  • Stop procrastination
Session 2: How Using the Tasks and Calendar in Tandem Gives You Unprecedented Productivity Duration: 90 minutes You will benefit professionally as you learn how to:
  • Identify the differences between the To-Do List, Tasks, and the To-Do Bar
  • Use the Tasks Folder to organize complex work requests
  • Record and remember all assignments and deadlines
  • Prioritize delegated tasks and projects
  • Remove completed tasks from your working view
  • Create new folders for multifaceted projects
  • Capture all details of every project
  • Customize column headings in Task folders enabling the user to view project-relevant information
  • Tailor reminder windows with REAL information
  • Record details and time spent on each assignment
  • Use the Tasks folder and the Calendar in tandem to plot mid-assignment check points
  • Using the tips and techniques taught in this session will enable you to stop spinning your wheels in unproductive activities. You will leave the office on time with a calm feeling that your assignments are under control.
  • BONUS: We'll cover how to use the Assign Tasks feature in the Tasks folder, enabling managers to receive up-to-date information on the status of assigned tasks for each direct report
Session 3: Surviving Avalanche Email: Take Control of Your Inbox Duration: 75 minutes
  • Session Highlights
  • Clear your Inbox every day
  • Handle work assigned to you via email
  • Use reminders effectively
  • Organize and search for emails you need to keep
  • Use "Favorites" to highlight frequently used folders
  • Move email automatically to selected folders
  • Understand features such as "Ignore," and "Clean Up"
  • Group conversation topics with "Show As Conversations"
  • Take advantage of voting buttons
  • Discover Quick Parts and Quick Steps
  • Set preferred commands with the Quick Access Toolbar
Session 4: Become an Outlook Geek: Tips for the Advanced User Duration: 45 minutes In this advanced session you will learn how to:
  • Set conditional formatting
  • Choose personal folder options in the File Tab
  • Enable the Weather Bar
  • Set two Time Zones
  • Use the Rules Wizard
  • Give delegate access to calendars and tasks
  • Customize signatures and use them in innovative ways
  • Archive information
  • Move PST files to another computer
  • Use simple keyboard shortcuts
  • Use Search Folders

Who Will Benefit: This time and technology webinar has broad appeal and is instructive for all employees who want to be more productive and who want to understand the time management features of Microsoft Outlook. This webinar is a critical element of productivity for:
  • Administrative Personnel
  • Team Leaders
  • Team Members
  • Project Managers
  • Project team Members
  • Engineering Teams
  • Managers at all Levels of the Company
  • Executives
  • Sales Professionals
  • Sales Managers
  • Customer Service Personnel
  • Employees who use Microsoft Outlook for just Email and Appointments
Karla Brandau is a thought leader in management and team building techniques. She trains managers to improve their relationship with the employees to earn their gift of discretionary effort. She specializes in personalities, communication skills, leadership principles. She is the CEO of Workplace Power Institute and has educated mangers with her proven leadership principles in companies such as Motorola, Coca-Cola Enterprises, Panasonic, and BYD America.

She has a degree in education and is a Certified Speaking Professional, an earned designation given by National Speakers Association. Karla’s book, How to Earn the Gift of Discretionary Effort, teaches managers how to be the leader people CHOOSE to follow, not have to follow because of their position on the organizational chart.

Overview: The webinar training will address ADAAA, FMLA, and Worker's Comp laws that HR is responsible for upholding. When the laws are not followed, it increases the liability for the organization and interferes with a fair and equitable work environment for employees. Why should you Attend There are times when the legal requirements of both FMLA and the ADAAA are similar, yet at other times one law contradicts another. We find that we can't comply with both laws at the same time, so which one takes precedence over the other? And where does WC come in?

To complicate matters, WC is a state law, while FMLA and ADAAA are federal laws, and there are other state civil rights laws that also impact FMLA and the ADAAA.

Consider that an injury under WC may also be a "serious health condition"under FMLA. State laws may differ from federal laws by covering additional health conditions, may apply to small organizations, or may cover situations in which the federal laws have no say such as domestic abuse. The HR department has the responsibility of sifting through these laws to ensure compliance with each law that provides the best benefit to employees.

This training program will explore how these laws provide entitlements to employees which means they are not considered an optional benefit.

So, even if you fail to apply the law to your employee, they can claim protection anyway. For example, if you fail to provide appropriate leave under FMLA, that does not remove the employee's right to a job-protected leave. The ultimate goal of all three laws is to assist the employee to return to work.

Areas Covered in the Session
  • Review the intricacies of how WC, ADAAA, and WC intersect to provide employees' coverage under these acts
  • Discuss the challenges in terminating an employee after they have expended their FMLA benefits without ignoring their rights through the ADAAA or state laws
  • Identify steps to follow when an employee fails to provide the requested and required medical certification
  • Explain the process in responding to an intermittent leave request that may include a potential ADAAA accommodation
  • Describe essential documentation guidelines to prevent liability
  • Outline best practices when conducting the legally required interactive process when determining an accommodation
  • Clarify a physical or mental impairment that substantially limits one or more major life activities based on the ADAAA
  • Discuss the criteria for essential job functions
  • Determine if and why you need a second or third medical opinion
  • Review WC/ADAAA light duty restrictions while keeping FMLA intermittent and reduced scheduled leave viable

Who Will Benefit
  • CEOs, COOs, CFOs
  • Human Resources Directors, Managers and Specialists
  • HR Executives
  • Managers and Supervisors
  • Benefit Specialists
  • Business Owners
  • General Managers
  • Human Resource Managers / Administration
  • Privacy Officers
  • Health Information Managers
  • Healthcare Counsel/Lawyers
  • Office Managers
  • HR Practitioners
  • Leave Administrators
  • Benefits Administrators
Dr. Susan Strauss is a national and international speaker, trainer, consultant and a recognized expert on workplace and school harassment and bullying. She conducts harassment and bullying investigations and functions as an expert witness in harassment and bullying lawsuits. Her clients are from business, education, healthcare, law, and government organizations from both the public and private sector.

Dr. Strauss has conducted research, written over 30 books, book chapters, and journal articles on harassment,bullying, and related topics. She has been featured on television and radio programs as well as interviewed for newspaper and journal articles.Susan has a doctorate in organizational leadership. She is a registered nurse, has a bachelor’s degree in human services and counseling, a master's degree in community health, and professional certificate in training and development.

Overview: New supervisors will be ready to hit the ground running with the skills learned in this Webinar. Be ready to take on any challenge, be your best and put what you’ve learned into practice immediately. You will learn the skills you need to plan, prioritize and execute effectively each and every day. Putting into practice both the "hard stuff" and "soft stuff" will help you meet new challenges with increased confidence, respect and power.

One of the toughest parts of a manager’s job is dealing with and turning around problem employees. The solutions aren’t “textbook”, yet in this Webinar, you will gain skills and tools for solving problems and making decisions, especially when dealing with those who challenge you the most.

Why you should Attend: Why should one attend this webinar?
By participating, you will be able to more effectively:
  • Understand how to approach an intact team as their new supervisor
  • Develop your own management game plan
  • Motivate your direct reports
  • Coach for improved performance
  • Think and act strategically
  • Plan and prioritize your time
  • Handle difficult conversations
  • Listen actively and effectively
  • Create a motivational environment using feedback and reinforcement to guide and motivate behavior
  • Effectively deal with "difficult" people
Would you like to gain and build confidence in your ability to manage effectively?

What about your ability to motivate others who previously were your peers?

How about learning a management game plan?

Would you like your team to improve performance?

If you answered "yes" to any of these questions, then come laugh, listen and learn as Chris DeVany leads us all through those important topics, key questions and answers we all need to be able to address effectively to improve our team members' and team's performance!

Areas Covered in the Session: Setting Yourself up for Success
  • Understanding your new role as a supervisor
  • Making a change or letting go: Working with the three phases of change
  • Recognizing common challenges and pitfalls to avoid
  • Meeting the expectations of key stakeholders, including your boss, direct reports, senior management, and former peers
Motivating Others
  • Understanding what motivation is
  • Understanding what motivates each and every one of your direct reports
  • Creating Performance Plans and Professional Development Plans which address individual motivation
Managing Employee Performance
  • Setting SMART goals for yourself and others
  • Using a five-step model to train your employees
  • Giving and receiving supportive and corrective feedback
Managing Up
  • Understanding and adapting to your manager's style
  • Anticipating your manager's needs and fulfilling them
  • Developing the best possible relationship with your manager
Communication Skills
  • Demonstrating active listening to show understanding and check content
  • Asking questions that uncover valuable information and strengthen the relationship
Great Performance Through Coaching
  • Demonstrating giving and receiving feedback constructively
  • Assessing your own strengths and development needs as a coach
  • Asking questions that increase employees’ self-awareness and accountability
Delegating Effectively
  • Creating a plan for delegation and using this process to assign key tasks
  • Overcoming your fears of turning over responsibility and authority
Handling Conflict with Ease
  • Knowing your conflict-handling styles
  • Developing the right conflict approach for each individual and situation
Managing Your Time
  • Applying the time priority model to workplace tasks
  • Managing and protecting your time to get more of the right things done

Who Will Benefit:
  • CEO
  • Senior Vice President
  • Vice President
  • Executive Director
  • Managing Director
  • Regional Vice President
  • Area Supervisor
  • Manager
Chris DeVany is the founder and president of Pinnacle Performance Improvement Worldwide, a firm which focuses on management and organization development. Pinnacle's clients include global organizations such as Visa International, Cadence Design Systems, Coca Cola, Sprint, Microsoft, Aviva Insurance, Schlumberger and over 500 other organizations in 22 countries. He also has consulted to government agencies from the United States, the Royal Government of Saudi Arabia, Canada, Cayman Islands and the United Kingdom.

He has published numerous articles in the fields of surviving mergers and acquisitions, surviving change, project management, management, sales, team-building, leadership, ethics, customer service, diversity and work-life balance, in publications ranging from ASTD/Performance In Practice to Customer Service Management. His book, "90 Days to a High-Performance Team", published by McGraw Hill and often accompanied by in-person, facilitated instruction, has helped and continues to help thousands of executives, managers and team leaders improve performance.

He has appeared hundreds of times on radio and television interview programs to discuss mergers and acquisitions (how to manage and survive them), project management, sales, customer service, effective workplace communication, management, handling rapid personal and organizational change and other topical business issues.

He has served or is currently serving as a board member of the International Association of Facilitators, Sales and Marketing Executives International, American Management Association, American Society of Training and Development, Institute of Management Consultants, American Society of Association Executives, Meeting Professionals International and National Speakers Association. Chris is an award-winning Toastmaster's International Competition speaker. He recently participated in the Fortune 500 Annual Management Forum as a speaker, panelist and seminar leader.

Chris has distinguished himself professionally by serving multiple corporations as manager and trainer of sales, operations, project management, IT, customer service and marketing professionals. Included among those business leaders are Prudential Insurance, Sprint, BayBank (now part of Bank of America), US Health Care and Marriott Corporation.

He has assisted these organizations in mergers and acquisitions, facilitating post-merger and acquisition integration, developing project management, sales, customer service and marketing strategies, organizing inbound and outbound call center programs, training and development of management and new hires, and fostering corporate growth through creative change and innovation initiatives.

Chris holds degrees in management studies and organizational behavior from Boston University. He has traveled to 22 countries and 47 states in the course of his career.

Overview: Joseph Juran tells us that “All improvement happens project by project and in no other way.” So what do we mean by project management? This seminar will explore that question through reviewing the varius components of project manager. While not part of the preparation for the PMP exam, this seminar follows the body of knowledge areas off the exam.

The latest area of interest is that of Agile project management, so you will spend some time looking at all the aspects of the area surrounding Agile Management. In addition particiapnts will receive links to download project management tools.

This seminar is NOT a prep for the PMP exam.

Why you should Attend:
  • Understanding of the basics of project management
  • The role of individuals within projects
  • The critical factors that determine project success
  • The role of agile management in project management
  • Two views of cost management
  • The powerful tools at your disposal

Areas Covered in the Session:
  • History of Project Management
  • What is a project and project management
  • Project Life Cycles
  • Project selection
  • Project teams
  • Project Business Case
  • Project Charter
  • Project Requirements
  • Time management

Who Will Benefit:
  • Human Resource Professionals
  • Supervisors
  • Team Leaders
  • Subject Matter Experts
  • Senior Executives
  • Project Managers
  • Strategic Planners
  • Management Consultants
  • Entrepreneurs
Daniel T. Bloom is a well-respected author, speaker, and HR strategist, who during his career has worked as a contingency executive recruiter, a member of the internal HR staff of a Fortune 1000 corporation, an HR Consultant and a Corporate Relocation Director for several real estate firms.

He is an active participant within the HR social Media scene maintaining Blogs since 2006 and has written over 40 articles, which have appeared online and in print;

He has written and published seven books, the majority through Productivity Press (Just Get Me There- A Journey through Corporate Relocation -2005; Achieving HR through Six Sigma -2013, Field Guide to Achieving HR Excellence through Six Sigma – 2016, The Exceptional Educational System: Using Six Sigma to Transform Schools – 2017, Reality, Perception and Your Workplace Culture – 2019, and Employee Empowerment- The Prime Component of Sustainable Chang Management – 2020, Achieving HR Excellence through Six Sigma 2nd Edition - 2021).

He also serves on the St Petersburg College’s Six Sigma Black Belt Review Board.

Dan earned a Bachelor of Arts in Education from Parsons College and his Six Sigma Black Belt training from the Engineering and Technology Program at St. Petersburg College.

He holds dual certification as a Senior Professional in Human Resources from HRCI, and as a Six Sigma Black Belt.

Overview: Joseph Juran tells us that “All improvement happens project by project and in no other way.” So what do we mean by project management? This seminar will explore that question through reviewing the varius components of project manager. While not part of the preparation for the PMP exam, this seminar follows the body of knowledge areas off the exam.

The latest area of interest is that of Agile project management, so you will spend some time looking at all the aspects of the area surrounding Agile Management. In addition particiapnts will receive links to download project management tools.

This seminar is NOT a prep for the PMP exam.

Why you should Attend:
  • Understanding of the basics of project management
  • The role of individuals within projects
  • The critical factors that determine project success
  • The role of agile management in project management
  • Two views of cost management
  • The powerful tools at your disposal

Areas Covered in the Session:
  • Decision making
  • Problem Solving
  • Project Scheduling
  • Cost Management
  • Quality Management
  • Agile management
  • Risk management
  • Communications

Who Will Benefit:
  • Human Resource Professionals
  • Supervisors
  • Team Leaders
  • Subject Matter Experts
  • Senior Executives
  • Project Managers
  • Strategic Planners
  • Management Consultants
  • Entrepreneurs
Daniel T. Bloom is a well-respected author, speaker, and HR strategist, who during his career has worked as a contingency executive recruiter, a member of the internal HR staff of a Fortune 1000 corporation, an HR Consultant and a Corporate Relocation Director for several real estate firms.

He is an active participant within the HR social Media scene maintaining Blogs since 2006 and has written over 40 articles, which have appeared online and in print;

He has written and published seven books, the majority through Productivity Press (Just Get Me There- A Journey through Corporate Relocation -2005; Achieving HR through Six Sigma -2013, Field Guide to Achieving HR Excellence through Six Sigma – 2016, The Exceptional Educational System: Using Six Sigma to Transform Schools – 2017, Reality, Perception and Your Workplace Culture – 2019, and Employee Empowerment- The Prime Component of Sustainable Chang Management – 2020, Achieving HR Excellence through Six Sigma 2nd Edition - 2021).

He also serves on the St Petersburg College’s Six Sigma Black Belt Review Board.

Dan earned a Bachelor of Arts in Education from Parsons College and his Six Sigma Black Belt training from the Engineering and Technology Program at St. Petersburg College.

He holds dual certification as a Senior Professional in Human Resources from HRCI, and as a Six Sigma Black Belt.

Overview: Gain the insights and skills to know where your business stands today and where it’s heading tomorrow. In today’s unpredictable business environment, strategic leadership is not just for top management alone. It’s for:
  • Managers who may be managing their entire team remotely, particularly for the first time
  • Managers who want to increase their competitive advantage by anticipating their customers’ priorities, needs, and expectations
  • Managers who want to distinguish operational data from strategic data, creatively develop sources of information, and increase their staff’s flexibility and responsiveness
  • Managers who want to broaden their perspective, improve flexibility without compromising quality and increase their department’s value to the organization
  • Every manager who wants to anticipate, initiate and manage change for maximum competitiveness!
If you want to move from being a good manager to being a great manager, you can’t afford to miss this seminar. Because strategic leadership is a blending of attributes that every superior manager requires in today’s unpredictable business environment.

Here’s where you'll learn to anticipate, initiate and manage change for maximum competitiveness and stay on course while constantly redefining and refocusing your department’s goals in order to hit a moving target and determine where your unit is headed, as you take into account the multiple groups your decisions will impact.

Prepare to make a transition. Instead of being buried in your department’s ongoing activities, you’ll become an innovator able to add value to your organization, its customers, and stakeholders. This course will provide you with the skills required to move your team or department forward decisively.

Why you should Attend:
By participating, you will be able to do even more effectively:
  • Inspire and direct your team to greater readiness and competitiveness
  • Add value to your organization by understanding the needs of your customers
  • Anticipate, create and encourage change
  • Spot opportunities for successful strategic alliances
  • Become an innovative, visionary leader
  • Establish a strategic culture
  • Identify the strengths and weaknesses in your work unit
  • Keep your unit moving forward
  • Take risks with confidence
Would you like to inspire and direct your team more effectively?

What about being more able to anticipate, create and encourage change?

How about becoming an innovative, visionary leader?

Would you like your team to improve its performance?

If you answered "yes" to any of these questions, then come laugh, listen and learn as Chris DeVany leads us all through those important topics, key questions, and answers we all need to be able to address effectively to improve our team members and team’s performance!

Agenda:
  • Crossing the line to strategic effectiveness
  • Learning the strategic leadership approach
  • Vision and strategic leadership
  • Becoming an effective leader
  • Building influence through communication
  • Understanding the role of teams
  • Managing change with action-oriented skills

Who Will Benefit:
  • CEO
  • Senior Vice President
  • Vice President
  • Executive Director
  • Managing Director
  • Regional Vice President
  • Area Supervisor
  • Manager
Chris DeVany is the founder and president of Pinnacle Performance Improvement Worldwide, a firm which focuses on management and organization development. Pinnacle's clients include global organizations such as Visa International, Cadence Design Systems, Coca Cola, Sprint, Microsoft, Aviva Insurance, Schlumberger and over 500 other organizations in 22 countries. He also has consulted to government agencies from the United States, the Royal Government of Saudi Arabia, Canada, Cayman Islands and the United Kingdom.

He has published numerous articles in the fields of surviving mergers and acquisitions, surviving change, project management, management, sales, team-building, leadership, ethics, customer service, diversity and work-life balance, in publications ranging from ASTD/Performance In Practice to Customer Service Management. His book, "90 Days to a High-Performance Team", published by McGraw Hill and often accompanied by in-person, facilitated instruction, has helped and continues to help thousands of executives, managers and team leaders improve performance.

He has appeared hundreds of times on radio and television interview programs to discuss mergers and acquisitions (how to manage and survive them), project management, sales, customer service, effective workplace communication, management, handling rapid personal and organizational change and other topical business issues.

He has served or is currently serving as a board member of the International Association of Facilitators, Sales and Marketing Executives International, American Management Association, American Society of Training and Development, Institute of Management Consultants, American Society of Association Executives, Meeting Professionals International and National Speakers Association. Chris is an award-winning Toastmaster's International Competition speaker. He recently participated in the Fortune 500 Annual Management Forum as a speaker, panelist and seminar leader.

Chris has distinguished himself professionally by serving multiple corporations as manager and trainer of sales, operations, project management, IT, customer service and marketing professionals. Included among those business leaders are Prudential Insurance, Sprint, BayBank (now part of Bank of America), US Health Care and Marriott Corporation.

He has assisted these organizations in mergers and acquisitions, facilitating post-merger and acquisition integration, developing project management, sales, customer service and marketing strategies, organizing inbound and outbound call center programs, training and development of management and new hires, and fostering corporate growth through creative change and innovation initiatives.

Chris holds degrees in management studies and organizational behavior from Boston University. He has traveled to 22 countries and 47 states in the course of his career.

Overview: In this three-hour webinar on the proper handling and processing of garnishments we will discuss the rules, regulations and requirements as they apply to withholding and paying child support, tax levies, creditor garnishments and others. Why you should Attend: Part 1: The Rules and Regulations of Child Support To bring a national standard to child support withholding, the Federal government enacted laws that require states to adopt certain rules when setting their own standards for implementing child support requirements. These requirements include deadlines for withholding and remitting payments, filing procedures, and penalties and fines for violations.

However, states are free to set up their own rules and regulations if they fall within those guidelines and many do differ from the minimum federal requirements. Payroll departments must know both the federal laws and the state laws and must determine which one applies to the child support withholding order.

In addition to these laws and regulations, the federal rules now require that a standard Income Withholding Order (IWO) be used for all child support withholding garnishments. This webinar will review this form and its requirements. And although the IWO can include all the information necessary to comply with the order, employers must familiarize themselves with both federal and state regulations to avoid penalties and liabilities.

Withholding monies for child support is not the only requirement that applies to providing for a child, medical support orders are required to be process by payroll as well. And these orders have their own rules and regulations on both the federal and state level.

How to define child support garnishments
  • The federal requirements a payroll department must know for child support
  • How state requirements affect child support
  • Specific requirements for child support, including deduction limits, deadlines, filing procedures, administrative fees, and penalties/fines for violations
  • How to handle terminated employees regarding child support
  • Which garnishment to take when an employee has current support orders, medical support orders, and arrearages
  • In-depth discussion of the latest OCSE withholding notice

Part 2: The Laws Governing Tax Levies and Other Garnishments Tax levies and creditor garnishments can be some of the most complex tasks required of any payroll department. If garnishments are not handled correctly, you may find yourself facing situations that become extremely costly both financially and emotionally. Courts, federal and state regulations, bureaucracies, lawyers, and a multitude of other factors can complicate even the most basic procedures. Add in the emotional turmoil that often accompanies garnishment orders and even small errors can become major disasters.

All people and entities involved in tax levies and other types of creditor garnishments expect action from the payroll department. Payroll must understand all the laws that apply towards processing these types of garnishments backwards and forwards.

It is sometimes even up to the payroll department to catch and correct errors that have been made by someone else along the way! Precise and accurate compliance with garnishment regulation can help to reduce or eliminate the emotional and financial toll that can result from these unfortunate situations as well stave off any penalties that may result if processed incorrectly
  • How to define the various types of tax levies and creditor garnishments
  • The federal requirements a payroll department must know on each type of garnishment
  • How state requirements affect garnishments
  • How to handle terminated employees regarding garnishments
  • What rules are followed when it comes to state tax levies-and it may not be the CCPA
  • What to do with "payday loans" or what are known as voluntary wage assignments for creditors

Part 3: Garnishments: Best Practices to Follow and Getting the Math Right to Ensure Compliance Now we turn our attention to the best practices for processing garnishments within the payroll department. For example, how and when should payroll communicate with the employee concerning a garnishment? Should tracking reports be set up to ensure proper deductions and payments? These are just a few of the questions we will answer during this webinar.

In this section we will apply all that we learned in parts 1 and 2 by reviewing all types of examples of calculating garnishments. Now it is time to do the math! This will include how to prorate when an employee has two or more child support withholding orders and not enough disposable income to cover both; the proper calculations for a federal tax levy; what to do if the employee has a creditor garnishment and a child support withholding order and much, much more.

Areas Covered in the Session:
  • Best practices for communicating with employees and issuing parties for all types of garnishments
  • Best practices for responding to garnishments
  • Best practices for processing garnishments in the payroll department
  • Examples for calculating child support when the employee has one, two and more Withholding Orders with and without arrears
  • Deducting the proper amounts for student loans and creditor garnishments
  • Calculating the withholding for a federal tax levy
  • Calculating the withholding for a creditor garnishment
  • Examples of how to calculate the withholding and prioritize the order of distribution when an employee has more than one type of garnishment

Who Will Benefit:
  • Payroll Executives/Managers/Administrators/Professionals/Practitioners/Entry Level Personnel
  • Human Resources Executives/Managers/Administrators
  • Accounting Personnel
  • Business Owners/Executive Officers/Operations and Departmental Managers
  • Lawmakers
  • Attorneys/Legal Professionals
  • Any individual or entity that must deal with the complexities and requirements of Payroll compliance issues
Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company’s website www.thepayrolladvisor.com offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations.

With over 35 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert has become the most sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States that have been attended by executives and professionals from some of the most prestigious firms in business today.

A pioneer in electronic and online education, Ms. Lambert produces and presents payroll related audio seminars, webinars and webcasts for clients, APA chapters and business groups throughout the country. Ms. Lambert is an adjunct faculty member at Brandman University in Southern California and is the creator of and instructor for their Practical Payroll Online program, which is approved for recertification hours by the APA. She is also the instructor for the American Payroll Association’s “PayTrain” online program also offered by Brandman University