Recorded Webinars

Master Industry-Proven CMS Reconciliation Practices
9/2/2010
An Intensive Online Mini Course for MA Plans
Validating Revenue and Financial Reconciliation
9/2/2010
Best Practices for Reconciling Part C and Part D
CMS Star Ratings Update: Emerging Issues and Concerns for MA plans
9/1/2010
What MA plans must know about the current state of the stars
What to do after completing prospective assessments
7/30/2010
Closing the gap between risk management and medical management
Planning Under the Tax Rules of Controlled Foreign Corporations
7/29/2010
Understanding CFCs and their impact on your tax plan
Preparing for the Foreign Account Tax Compliance Act
7/27/2010
What’s the latest on FATCA and how will it affect my fund?
Tax Considerations for Distressed Debt
7/22/2010
A comprehensive look at timing and loss character issues, OID, market discounts and more…
Executing the actual health risk assessment
7/21/2010
Documents, procedures and communications
The Nuts & Bolts of Home Assessments
7/19/2010
Preparing for success in prospective assessments
7/19/2010
Operational requirements, resource allocation and program set up
Increasing Revenue through CMS’ Quality Star Rating System
7/12/2010
Case Study! Bridging the Gap Between Compliance and Risk Adjustment
7/1/2010
Achieving more effective interdepartmental collaboration to meet new requirements from CMS
Official Warning Letters
7/1/2010
Protecting your company in a new era of stronger FDA enforcement
K-1 Essentials for Hedge Funds and Fund of Funds
6/30/2010
Practical tips and techniques to simplify interpretation and preparation of K-1s
Form FDA-483 Inspectional Observations and Warning Letters
6/29/2010
Crafting effective, timely and appropriate responses in a new era of stronger FDA enforcement
Crafting Appropriate and Effective Responses to FDA Form 483 Notices of Observations
6/29/2010
Crafting effective, timely and appropriate responses in a new era of stronger FDA enforcement
ACOs: Key Issues Impacting Plans
6/23/2010
Provider Engagement & Risk Adjustment
6/23/2010
Key considerations in your efforts to engage providers
Best Practices in Risk Adjustment
6/21/2010
Engaging physicians, maintaining compliance, and balancing quality, revenue, and resources
Optimizing Your Return on Investment in Risk Adjustment
6/21/2010
Balancing quality, revenue and resources
ACOs: Implications and Issues for Medicare Advantage
6/21/2010
ACOs for Providers
6/21/2010
The Financial Reform Bill’s Impact on Hedge Funds
6/17/2010
How will the new rules affect your fund?
Launching a UCITS Compliant Fund
5/26/2010
Exploring the rapid growth of UCITS III and IV products and the global opportunities that abound!
The True Value of Hedge Fund Managed Accounts
5/12/2010
Are they right for you?
How to Bend the Cost Curve using the Collaborative Payer Model
5/12/2010
Inside an Industry Game-Changer
Marketing and Advertising Compliance for Investment Advisors
5/11/2010
10 common errors you don’t know you’re making (and how to fix them fast!)
CMS Pay for Performance--The Future
5/4/2010
What health plans need to know about value-based purchasing
Part B vs. Part D – How to Ensure Appropriate Billing
4/29/2010
The Ultimate Guidance on B/D Coverage Determination
Solving Fiscal Issues Relevant To Part D Plans
4/28/2010
Maximize returns by having a solid plan in place!
Best Practices for Part D Plans in Processing Retro-LIS Determinations
4/28/2010
Practical Guidance on How to Effectively Receive LICS Payments
Preparing for the 2010 version of the GIPS® Standards: Are you ready?
3/24/2010
Effectively Integrating Forensic Testing to Your Compliance Program
3/18/2010
Steer Clear of Serious Pitfalls by Implementing Forensic Testing!
Ensure you comply with the SEC’s Final Amended Custody Rule
3/17/2010
A practical analysis of the latest revisions and what they mean to your firm
ACOs: Implications and Issues for Medicare Advantage
3/16/2010
Accountable Care Organizations – potential roles for Plans that serve the Medicare population
3/11/2010
ACOs Defined: Assessing the value and impact for Medicare Advantage
3/11/2010
Inflation or Deflation?
3/8/2010
Will China Float?
3/1/2010
Medicare Advantage Planning and Bidding Part 2
2/25/2010
The tactical framework of bidding
Medicare Advantage Planning for 2011 and Beyond
2/23/2010
Key Components for Bidding Success
Medicare Advantage Planning and Bidding Part 1
2/23/2010
The strategic framework
Weekly Webinars from Dr. Ed Yardeni
2/22/2010
Presented by CCM
Clash of the Titans: Bond Vigilantes vs. Socialist Governments
2/22/2010
Schedule K-1 Essentials for Hedge Funds and Fund of Funds
2/18/2010
Interpretation, Preparation, Disclosures, and more…
Preparing for the Increased Demands with FBAR Reporting
1/27/2010
Understanding the latest amendments
Tips & Techniques for Preparation of Tax Forms Relating to Foreign Investments for Hedge Funds
1/25/2010
A brass-tacks guide to filling out mandatory tax forms for hedge funds with foreign investments
Complying with Medicare Advantage & Part D
1/21/2010
Reporting, Compliance, Program, and Policy Requirements
Tax Considerations for FDAP and ECI
1/21/2010
Strategies to improve your tax plan
Tax Planning for Investments in Controlled Foreign Corporations (CFCs)
1/20/2010
Maximize your returns through an efficient tax plan!
International Tax Considerations for Hedge Funds and Private Equity Funds
1/13/2010
A comprehensive web series that will help you steer clear of costly pitfalls!
Avoiding Tax Traps within Passive Foreign Investment Companies
1/13/2010
Everything you need to know to avoid major obstacles
Pay For Your Bloomberg with Bond Trades
1/12/2010
Financial Statements 101: The Nuts & Bolts of Reporting
12/17/2009
Tax Considerations of Distressed Debt Instruments
12/16/2009
A comprehensive look at timing and loss character issues, OID, market discounts and more…
Footnote Disclosures: Practical Examples of What is Really Required
12/15/2009
SFAS 157 and Fair Value: New 2009 Disclosure Requirements
12/14/2009
Financial Statement Preparation for Hedge Funds
12/8/2009
A Survivor’s Guide to the Latest Requirements
SFAS 161: New Disclosure Requirements for Derivatives & Hedging Activities
12/8/2009
Insider Trading Laws: The Latest Developments & Enforcement Actions
12/8/2009
Everything you need to know to ensure your firm’s compliance
Business Structure Implications and Legal Ethics
12/7/2009
Duty of Confidentiality and Reporting Up--When to go to the SEC
11/30/2009
Managing the Conversion to 5010 HIPAA
11/30/2009
Planning & Executing the Conversion, Going Live and Overcoming Post-Implementation Set-backs
Duties of the In-House Counsel
11/23/2009
Ethics CLE for Financial Attorneys
11/17/2009
Earn 6 CLE Credits for attending this series!
Untangling the Ethics Web: Identifying Conflicts and Which Rules Apply
11/17/2009
Preparing for Success on RADV
11/11/2009
How to allocate resources, test for readiness and conduct on-going reviews
Footnote Disclosures: Practical Examples of What is Really Required
11/2/2009
Tax Consequences of Hedge Fund Structures
10/30/2009
SFAS 161: New Disclosure Requirements for Derivatives & Hedging Activities
10/29/2009
SFAS 157 and Fair Value: New 2009 Disclosure Requirements
10/28/2009
Clinical Trials 101: How to Partner with Your Clinical Development Team to Optimize Publication Plan
10/27/2009
SERIES: Financial Statement Preparation for Hedge Funds
10/22/2009
A Survivor’s Guide to the Latest Requirements
Financial Statements 101: The Nuts & Bolts of Reporting
10/22/2009
Retrospective Review and Compliance
10/21/2009
SERIES: Coding, Compliance and Chart Reviews
10/20/2009
Crucial Updates for MA Plans
2010 ICD-9-CM Diagnosis Code Changes
10/20/2009
Advanced Hedge Fund Tax Practices
10/19/2009
SERIES: Fundamentals of Hedge Fund Tax
10/14/2009
A comprehensive web series that will help you achieve an actionable hedge fund tax plan!
Hedge Fund Tax 101
10/14/2009
Defining and Leveraging the Metrics of Success in Publication Planning
10/13/2009
Tax Considerations for Implementation of FIN 48
10/8/2009
Tax Implications of Cancellation of Debt Income
10/7/2009
Researching & Writing Meta-analysis
10/6/2009
What publication planners need to know
Accounting for FDAAA, clinicaltrials.gov and ICMJE
10/5/2009
Critical concerns for drugs, biologics and devices
SERIES: Evolving Issues in Publication Planning: Smart Strategies for Success
10/5/2009
4 events to Help You Streamline your Publication Plan without Sacrificing Oversight
Basics of Cross Border Private Equity Transaction
9/30/2009
SERIES: Effective Tax Practices for Private Equity Funds
9/30/2009
Optimize your tax efficiency!
Private Equity Tax 101
9/23/2009
Publication Planning Master Class
9/22/2009
Ethics, Metrics, and Collaboration--A 3 Part Series
Issues in Authorship and Publication: Ethical Considerations and Expectations
9/22/2009
Handling ERISA Issues When Managing Plan Asset Look-Through Funds
9/16/2009
What every fund manager needs to know!
How to Successfully Implement On-Bill Financing
9/15/2009
Addressing Tax Compliance Issues Arising From Foreign Investments by Hedge Fund of Funds
9/14/2009
Maximize your returns through an efficient tax plan!
Feed-in Tariffs
9/14/2009
Opportunities to Advance Renewable Energy by Applying FITs
Processes and Strategies in the Bankruptcy Auction Process
9/9/2009
SERIES: Statistical Concepts For Non-Statisticians
9/1/2009
4 Events on Statistical Principles for the Design and Analysis of Clinical Trials
Clinical Data 102
9/1/2009
Schedule K1 Essentials for Hedge Fund of Funds
8/27/2009
Interpretation, Preparation, Disclosures, and more…
Debt Repurchases, Exchanges and Tenders
8/26/2009
Structuring, Documentation, Regulatory Capital, and Tax Consequences
Treasury Grants for Renewable Energy Property in Lieu of Tax Credits
8/25/2009
Get the complete details of this valuable financing opportunity straight from the source!
Clinical Data 101
8/19/2009
Disclosing Negative Results
8/18/2009
Practical & proactive strategies to effectively negotiate this tough process
Series: A Complete Guide to Successful Hedge Fund Tax Strategies
8/13/2009
A comprehensive web series that will help you achieve an actionable hedge fund tax plan!
Tax Consequences of Hedge Fund Structures
8/13/2009
Maximize your fund efficiency & avoid major obstacles
Advanced Hedge Fund Tax Practices
8/12/2009
Key tax concerns & complex issues revealed
Unrelated Business Taxable Income – What Every Fund Should Know
8/11/2009
How can UBTI affect your tax plan?
Hedge Fund Tax 101
7/30/2009
Basic Statistics 102
7/29/2009
Understanding Section 28(e) and Client Commission Arrangements for Fixed Income Research
7/28/2009
A comprehensive discussion on Section 28(e) and client commission arrangements
Model of Care for Special Needs Plans
7/28/2009
Go beyond meeting CMS requirements—Increase value and quality to your unique target populations
Medicare Advantage Operational Metrics and Reporting for Maximization of Efficiency and Compliance
7/24/2009
Metrics and strategies to boost ensure health plan’s high performance
Effective Targeting for Chart Reviews
7/23/2009
Learn to prioritize and master a huge workload!
Preparing for and Surviving a CMS Coding Intensity Audit
7/22/2009
Being prepared will save you time and money!
Managing the End of Life Experience
7/22/2009
Viable solutions for your Medicare Advantage Plans and its members
Series: Best Practices in Medicare HCC Management
7/21/2009
3 webinars to help you prevent revenue loss, survive an audit and target your chart reviews
HCC Coding Red Flags: Strategies to Avoid Common Errors Losing Revenue
7/21/2009
Follow some simple steps and maximize your profits!
Preparing for and surviving a CMS Risk Adjustment Data Validation Audit
7/16/2009
Get ready for an audit we will see more of in the months ahead
Basic Statistics 101
7/15/2009
Gap Analysis 101
7/14/2009
A step-by-step breakdown of performing a gap analysis
Legal, Accounting and Tax Issues Related to Redemptions
7/9/2009
Clawbacks, Side Pockets, Gates & SPVs
Avoiding Tax Traps within Passive Foreign Investment Companies
7/7/2009
Maximize your returns through an efficient tax plan!
Hedge Fund Regulatory Update
6/25/2009
An up-to-the-minute look at the latest hot button issues in hedge fund regulatory compliance!
Effects of the Stimulus Act on Financing Renewable Energy Projects
6/23/2009
Schedule K-1 Essentials for Hedge Fund of Funds
6/11/2009
Interpretation, Preparation, Disclosures, and more…
Preparing for the 2010/2011 GIPS® Standards: Are you ready?
5/28/2009
Including Highlights from the draft of the revised GIPS® Standards
Financial Accounting Standards Update: FAS 157 and FAS 161
5/28/2009
The latest in fair value and disclosures
CFC Rules for Tax Efficiency
5/12/2009
Maximizing your returns through efficient tax practices!
Legal and Regulatory Update for Publication Planners
4/2/2009
Medicare Industry Hot-Button Issues: Federal Legislation, MIPPA 2008 and CMS Regulations
3/24/2009
Preparing for and surviving a CMS Risk Adjustment Data Validation Audit
3/19/2009
VEBAs and Pre-Funding Retiree Health Benefits
3/18/2009
Practical Guidance for Employers, Plan Administrators, Investors and their Advisors
Simplifying Passive Foreign Investment Companies for Tax Efficiency
3/12/2009
Everything you
(N)ever wanted to know about PFIC Investments
Tax Considerations for Distressed Investments
3/11/2009
Tax Considerations for acquiring distressed securities
Current Legal Issues in Redemptions and the Liquidation of Securities and Positions
3/10/2009
Identify & Mitigate Your Potential Liabilities
Fraud & Breach of Fiduciary Duty by Fund Managers
3/6/2009
What You Need to Know to Protect Yourself & Your Fund
Preparing for the 2010/2011 GIPS® Standards: Are you ready?
2/27/2009
Including Highlights from the draft of the revised GIPS® Standards
Basic Clinical Statistics for Non-Statisticians
2/23/2009
Crisis Control: Retaining & Reassuring Investors in a Time of Financial Crisis with SEC Compliant Co
12/16/2008
409A Fee Deferrals/FAS 133 & 157/FIN 48: How the “Bailout” Affects Hedge Funds
11/12/2008
A point-by-point discussion of the effects of provisions of the financial bailout that have immediate consequences to hedge funds
Protect Your Fund from the Risk of Derivatives Documentation
10/16/2008
Strategies to Overcome the Challenges of Dealer Templates
Fixed Income Research Credits
10/15/2008
Current Developments with the GIPS® Standards
10/10/2008
Including Highlights from the GIPS® Standards Annual Conference
How to Conduct Valuation Due Diligence
9/30/2008
Valuation of Private Equity
9/23/2008
Restructuring Distressed Investments: Preparing for the Covenant Lite Default Cycle
9/23/2008
Preparing for the Covenant Lite Default Cycle
Operating in the 403(b) Regulatory Environment
9/18/2008
A Handbook for Service Providers to Meet the Requirements and Retain Business
Secondary Life Market: State Law Compliance
9/17/2008
An insider's look at recent regulatory developments, including changes to NAIC and NCOIL Model Acts
Valuation Techniques for Complex Financial Products
9/16/2008
Best Practices for Reconciling Part D Membership and PDE Data
9/10/2008
Valuation Best Practices Webinar Series
9/9/2008
These 4 webinars will give you the tools you need to stay ahead of the competition.
VEBAs and Pre-Funding Retiree Health Benefits
9/9/2008
Practical Guidance for Employers, Plan Administrators, Investors and their Advisors
The Risk Adjustment Revolution: Next Generation Prospective HCC Management
9/8/2008
How plans are implementing/ interpreting CMS’ new Medicare Marketing Guidelines
9/4/2008
Series: Medicare Revenue Management
8/28/2008
Optimize your Medicare product offerings with this 4-Part series!
Medicare Advantage Execution Risks for Year 4 and Beyond
8/28/2008
Medicare Member Retention Strategies for Enhancing the Bottom Line
8/20/2008
Understanding the Complex Taxation of Hedge Fund of Funds
8/14/2008
How Drug Plans Can Survive a CMS Medicare Part D Audit
8/14/2008
Be prepared and audit ready!
Medicare Risk Adjustment for Your SNP: Getting the Scores You Deserve
8/13/2008
Combining Your Market Strategy and Analysis with Your Bid Process
8/6/2008
Medicare Call Center Compliance – Strategies to Stay in Compliance While Boosting Enrollments
7/31/2008
Preparing for Success: The CMS Application and Bidding Process
7/30/2008
Hedge Fund Financial Reporting
7/30/2008
Righting the Wrong: Appeals, Grievances and Corrective Action Plans
7/24/2008
Structuring Offshore Funds for Tax Efficiency
7/23/2008
Preparing and Surviving a CMS Audit
7/17/2008
Current Key Tax Concerns Affecting Hedge Funds
7/15/2008
Series: Medicare Compliance
7/10/2008
Practical compliance strategies and tactics in 5 sessions
Ensuring Compliance of Your External Partners
7/10/2008
Series: Hedge FundTax
7/9/2008
Get up-to-speed on key tax issues and developments in 4 webinars
Hedge Fund Taxation 101
7/9/2008
How to Avoid Being the Target of an Investor or Receiver Lawsuit
6/27/2008
New 403(b), 12(b) 1, 401K Fees & Disclosure Rules
6/27/2008
Determining the Most Effective DCIO Vehicles
6/25/2008
ERISA Operational Risks
6/25/2008
Financing Your Fund’s Operations: Liquidity Risks and Requirements
6/19/2008
Using the Right Sales Model - From Retail to Institutional
6/18/2008
Fund Administration Best Practices for Operational Compliance
6/18/2008
Managing Counterparty Risk for Hedge Funds
6/17/2008
Practical Guidance for the Complex Valuation and Pricing Scenarios Under FAS 157
6/12/2008
Valuation Processes & Procedures that Safeguard Your Fund
6/11/2008
Strategies for Getting Onto a Platform & Maintaining Longevity
6/11/2008
What Hedge Funds Should Know about FAS 157
6/10/2008
Forming & Structuring Your DCIO Business Model & Approach
6/4/2008
Best Practices for Operational Due Diligence
6/4/2008
Identity Theft Compliance Regulations and Requirements
6/3/2008
Part 4 of a 4-Part Series
SERIES: Hedge Fund Operational Risk Management
6/1/2008
Achieve effective operational due diligence with this 4-part series
Series: New Opportunities in the Defined Contribution & DCIO Marketplace
6/1/2008
5 webinars to set you apart as a DCIO leader!
Series: Hedge Fund Accounting
6/1/2008
A 3-part HF series lead by industry experts
Preparing for your Fund’s Audit—Practical Know-How for Hedge Fund CFOs, Internal Accountants and Aud
5/29/2008
The Accountant’s Guide to Surviving an SEC Examination
5/28/2008
Website and Internet Compliance Issues
5/22/2008
Part 3 of a 4-Part Series
The ABCs of Portable Alpha
5/22/2008
Mastering the SEC and FINRA General Advertising Requirements
5/15/2008
Part 2 of a 4-Part Series
Strategic Client Communications for Down Markets, Firm Underperformance and other Bad News
5/14/2008
Navigating Effective Client Communication in Sensitive Times
An Introduction to Fund of Funds and Multi-Strategy Funds
5/13/2008
Valuation as an SEC "Hot Button" Issue: Current Regulation & Compliance Concerns
5/13/2008
Part 1 of a 4-Part Series
Fundamentals of Performance Measurement & Attribution
5/8/2008
A Guide for Client Service Professionals
Understanding Hedge Fund Back- and Middle-Office Operations
5/8/2008
Preparing for and Surviving a CMS Audit
5/6/2008
Effective strategies to meet CMS expectations and pass your next audit
Best Practices in Client Servicing Models and Methods
5/1/2008
Learn How Top Client Service Professionals Balance the Demand for Superior Client Services while Supporting the Business
Investment Adviser Compliance
5/1/2008
A 4-Part Series on the Industry’s Top Compliance Challenges!
Hedge Fund Liability and Insurance
4/30/2008
Protecting the Firm and Staff from Ever-Increasing Risk
Introduction to Hedge Fund Strategies Part 2
4/30/2008
Winning Institutional Business
4/29/2008
What Consultants Really Look for When Selecting Investment Managers
Series: Institutional Marketing and Client Servicing Series
4/29/2008
A 4 Part Webinar Series
Introduction to Hedge Fund Strategies Part 1
4/22/2008
Series: Hedge Funds A to Z Series
4/17/2008
A 6 part webinar series designed to introduce the fundamentals of hedge funds
Hedge Fund Basics and Essentials
4/17/2008
The Fundamentals of Outsourcing Hedge Fund Business Operations
3/27/2008
An interactive web seminar designed to provide expert advice and peer insight
Private Equity Fund Compensation A - Z
3/25/2008
Current trends in compensation for private equity fund managers
Strategies for Hedge Fund Busines Continuity Management
3/20/2008
Essential elements of an effective disaster recovery plan
Incorporating Collective Funds into Your Plan and Strategy
3/19/2008
Looking Beyond Mutual Funds in the Quest for Cost-Effective Investments
Medicare Call Center Marketing Communications and Compliance
3/18/2008
Effective strategies to stay in compliance while boosting enrollments
VEBAs and Pre-Funding Retiree Health Benefits
3/14/2008
Should Pubic Sector Employers Consider Retiree Health VEBAs as a Solution to GASB OPEB Issues?
Alternative Strategies and Products for the Sub-Advisory and Multi-Managed Funds Market
2/28/2008
Maximize profitability and gain a competitive edge in your sub-advised relationships
Capital Account Maintenance Best Practices
2/27/2008
Necessary Fundamental Economics for Every Private Equity CFO, Controller & Manager
Best Practices for Verifying Proper Pricing and Valuation
2/27/2008
The latest guidance from the SEC
New Developments Concerning Pharmaceutical Marketing Disclosure
2/26/2008
Ensuring Compliance with Changing Regulations and Guidelines
Revenue Optimization Strategies for the 100% Risk-Adjusted Payment System
2/21/2008
Tactics for Optimizing Product Offerings to Maximize Revenue
Pricing and Risk Management of Credit Derivatives
2/20/2008
Practical insight about the proper application and valuation methods of credit derivatives
Annuities in DC Plans – Creating Products for and Marketing to DC Plan Sponsors
2/6/2008
How to benefit from upcoming regulatory changes regarding offering annuities to DC Plan participants
Best Practices for Valuing and Pricing Private Equity Investments
2/6/2008
The latest developments and trends in the private equity arena regarding valuation practices
Hedge Fund Back- and Middle-Office Compensation and Talent Retention
1/31/2008
Industry trends and insights on employee retention and compensation structures
Legal and Regulatory Update for Publication Planners
1/24/2008
Maintain compliance to minimize risk of criminal prosecutions and civil litigations.
Establishing Investment Operations In London
1/23/2008
Ensuring success by identifying key regulatory and operational issues
Best Practices for Valuing and Pricing PIPE Investments
1/23/2008
Explore the common valuation methodologies for PIPEs and their effect on investors
Medicare Marketing Broker & Agent Compliance
1/22/2008
The GIPs Standards: Establishing and Maintaining a Framework for Compliance
1/22/2008
Ensuring that Your Policies and Procedures Meet the GIPS Standards/ Requirements
Hedge Fund Financial Reporting
1/17/2008
The Essentials of Statement Format and Report Disclosures
FDAAA 2007 Expansion of Clinical Trial Registration and Clinical Trial Results Posting Requirements
12/12/2007
Complying with new FDA regulations regarding clinical trial registration and results posting
Off-Label Communications: How to Develop Internal Policies and Procedures to Help Maintain Complianc
11/29/2007
Establish a Culture of Compliance under Increased Regulations
Basic Clinical Statistics for Non-Statisticians
9/11/2007
Get a grounding in essential statistical knowledge in just 120 minutes at your desktop!
Electronic Common Technical Document (eCTD) Format
6/28/2007
Copyright for Publication Planning Professionals
5/15/2007
Clinical Trial Registry Requirements: Life after the State of Maine Rules
5/9/2007
Journal Selection and Publication Considerations
12/5/2006
In just 90 minutes at your desktop, gain expert insight on managing the factors that determine the success of your publication plan!
Developing a Strategic Global Publication Plan
10/19/2006
Publication Policy Compliance: Adhering to Legal, Regulatory and Industry Guidelines
9/11/2006
Gain insight on how to manage the legal aspects of your publication strategy