Sentences with phrase «clients draft policies»

Our attorneys can provide a comprehensive legal program to help clients draft policies, materials and training documents in response to workplace injuries.

Not exact matches

Comments received by the Department and media reports also indicate that many financial institutions already had completed or largely completed work to establish policies and procedures necessary to make the business structure and practice shifts required by the Impartial Conduct Standards earlier this year (e.g., drafting and implementing training for staff, drafting client correspondence and explanations of revised product and service offerings, negotiating changes to agreements with product manufacturers as part of their approach to compliance with the PTEs, changing employee and agent compensation structures, and designing conflict - free product offerings), and the Department believes that financial institutions may use this compliance infrastructure to ensure that they meet the Impartial Conduct Standards after taking the additional Start Printed Page 16910sixty days for an orderly transition between June 9, 2017, and January 1, 2018.

There are no hidden fees, and our policy of allowing clients ten days to ask for edits on the final draft gives you the last say.

An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager.

He represents clients across a number of industries and in addition to handling litigation matters, Badoux assists clients on a proactive basis by conducting audits, providing preventive employee and managerial training and drafting sound employee handbooks and policies.

Lydia frequently negotiates and drafts complex contracts, participates in briefings with various stakeholders and assists in the development and review of policy for health sector clients.

He also advises clients on day - to - day personnel matters, drafts employment agreements and policies, and assists with sexual harassment and discrimination investigations.

Having a written policy, performing a credit check, and most importantly, having a fair payment plan with auto - draft will greatly minimize the risk of financing your clients.

Title insurers» denial of access to draft policies is a clear example of a practice that increases risk for both lawyers and their clients.

Working on its own and in tandem with our other practice groups, our clients routinely rely on our Labor and Employment Practices Group for a broad range of labor and employment needs, including drafting and negotiating employment contracts, employee handbooks, employee policies and the labor aspects of corporate transactions.

Rooney advises clients about their legal rights and responsibilities, drafts employment agreements, handbooks, and policies, and performs employment - related corporate due diligence.

The team tailors yacht crew contracts and contractor agreements for its clients and is adept at drafting workplace policies covering a variety of topics such as disability discrimination and grievance procedures.

We interpret insurance policies, draft and file responses to lawsuits on behalf of clients, locate expert witnesses, prepare oral and written discovery, negotiate settlements and bring cases to trial when necessary.

Greg has been involved in a broad range of transactional work, ranging from performing IP due diligence in connection with mergers, asset purchases and divestitures, to preparation of IP policies and procedures, to drafting agreements for domain name sales and transfers, and protection of his clients» interests through confidentiality, manufacturing, licensing, consulting and employment agreements.

He assists clients with drafting, maintaining, and enforcing employment contracts, including restrictive covenants, as well as preparing, implementing and monitoring workplace policies to eliminate future friction.

Our attorneys regularly draft, audit and update employee handbooks, as well as advise clients on employment related documents and policies and procedures that reinforce a company's expectations and guidelines.

Cary assists clients with the development and review of employee handbooks and policies and the drafting of employment and severance agreements.

She has also advised insurance company clients on issues of regulatory compliance and assisted in the drafting of insurance policies and associated endorsements in conformity with state, national, and international law.

As an alternative to getting funds wired into your account, tell your client that your firm's policy is that all funds deposited by cheque or bank draft will be held for 30 days or until your firm is able to get confirmation that the funds have cleared.

According to Gesualdi - Fecteau, the legal opinions and services that provincial lawyers provide their employer / client with on a daily basis — everything from policy development and legislative drafting to advisory and legal services and litigation — puts them in an awkward negotiating position.

He also counsels clients with regard to affirmative action, drug testing, reduction in force, and other employment - related issues; drafts employment documents for start - up companies; reviews employment policies for clients; and conducts in - house employer management training concerning harassment, employee supervision and discipline, and labor law compliance.

Mr. Gatto's practice is national and international, and it encompasses a full range of IP and technology issues, including: patent, trademark, copyright and trade secret litigation; counseling and technology transactions; developing and implementing IP strategies to protect and to monetize IP assets; creating and implementing corporate IP programs; conducting IP audits; conducting complex patent prosecution, including patent appeals, interferences, Inter Partes Review (IPRs), reissues and protests; handling patent enforcement issues, including licensing and litigation; negotiating and drafting technology agreements; conducting IP due diligence in and negotiating IP aspects of mergers, acquisitions and financings; rendering opinions concerning the infringement, validity and enforceability of patents; handling trademark prosecution, domain name, copyright and trade secret matters; handling IP aspects of employment issues; advising clients on legal issues associated with open source software including open source patent issues, licensing, open source compatibility issues, indemnity issues and developing and implementing corporate policies on use of open source software; advising clients on the legality of cutting edge Internet business methods and technology; and advising clients on computer law issues such as computer fraud and abuse and SPAM - related issues.

We can draft policies, and represent clients with wage claims, discharge, and employment disputes.

We help clients with drafting policies and procedures, training, contractual review, data protection compliance and policies, data retention, regulatory compliance, procurement (such as contractor vetting and contractual protections) and cyber insurance.

Priya routinely drafts or negotiates her clients» employment agreements, collective agreements, HR policies, independent contractor / consulting agreements and separation packages and she regularly advises on post-employment obligations, conducting harassment investigations and meeting employment, human rights and workplace safety standards.

Assisting clients with drafting and implementing OSS governance and compliance policies and procedures

In this context, Rod advises clients on hiring and termination decisions, drafting and implementing employment policies, and guarding intellectual property through employment agreements and trade secret policies.

They may draft and review employment policies and employee handbooks for their employer clients.

We collaborate with our clients in the drafting of appropriate Corporate Documents, Policies, Directives, Bylaws as well as Protocols for various types of meetings, hearings, privacy concerns, admission requirements and examinations.

Possible topics about pedagogy include: • Structuring statutory drafting courses • Simulation courses designed using mock legislatures or committees • Course linkages with real - world legislators and special interest organizations • Service learning or clinical opportunities for law students • Courses focused on law reform efforts • How to employ Plain - English principles in statutory and rule drafting • Theoretical perspectives on statutory drafting • Involving political realities in law school drafting courses • Teaching practical aspects of drafting that addresses theories and principles of statutory interpretation and construction Possible topics about practice include: • Unique challenges of drafting laws and / or regulations in specific areas such as criminal law, environmental, health law, etc. • Lawyering for non-profits, federal and state agencies, local governments, and other clients in frequent need of rule - drafting • Practicing in employment law, health law, environmental law, and other heavily regulated fields where private clients require rule and policy drafting • Non-legal drafting opportunities, such as sports league rules, industry trade group policies, and university rules Possible topics about politics include: • Political influences affecting legislative drafting • Direct democracy and the unique challenges of drafting initiatives and referenda • The implications of special interests driving drafting decisions • Polictics and its influence on legislative history • Lobbyists as legislative drafters.

Gray counsels clients on virtually all stages of the employment relationship, including drafting offer letters and negotiating employment, restrictive covenant, severance and separation agreements, as well as drafting and implementing critical workplace policies and procedures, conducting employee and management training, and strategically advising on workforce restructuring and union avoidance issues.

Carmen regularly assists clients with wrongful dismissal suits, injunctions, employee terminations, drafting employment contracts, pay equity calculations, and the creation of workplace policies, manuals and procedures.

Mateo - Harris counsels clients on virtually all stages of the employment relationship, including drafting and negotiating employment, restrictive covenant, and separation agreements, as well as drafting and implementing critical workplace policies and procedures and training employees and management on them, and conducting internal investigations and related risk assessments.

As a means to prevent problems, clients often ask us to review new company practices and procedures and draft and implement policies to protect them against exposure to class litigation.

In conclusion, for all types of real property, know your clients» expectations and review a draft policy with them before closing to ensure that it meets their needs.

She advises clients on a wide range of privacy - compliance initiatives, including conducting privacy and security reviews and audits; drafting privacy policies, practices and procedures; managing privacy / security breaches; assisting with investigations by privacy regulatory authorities; and drafting outsourcing and other service - provider agreements involving transfers (including transborder flows) of personal information.

Gamers share enormous amounts of information, and our Interactive Entertainment Group can help clients draft and enforce effective privacy and data policies as well as handle privacy breaches.

Duties will include: • Using sales, business development, marketing techniques and networking in order to attract business from client companies; • Building relationships with clients; • Developing a good understanding of client companies, their industry, what they do and their work culture and environment; • Advertising vacancies appropriately by drafting and placing adverts in a wide range of media; • Headhunting - identifying and approaching suitable candidates; • Completing a search of the candidate database to find the right person for the employer's vacancy; • Receiving and reviewing applications, managing interviews and short - listing candidates; • Requesting references and checking the suitability of applicants before submitting their details to the employer; • Briefing the candidate about the responsibilities, salary and benefits of the job in question; • Preparing CV's and correspondence to forward to clients in respect of suitable applicants; • Organising interviews for candidates as requested by the client; • Informing candidates about the results of their interviews; • Negotiating pay and salary rates and finalising arrangements between clients and candidates; • Offering advice to both clients and candidates on pay rates, training and career progression; • Reviewing recruitment policies to ensure effectiveness of selection techniques and recruitment programmes.

Draft policies that will help the client organization tap the opportunities and manage risks in market

How do I handle requests for such references?Thank you so much for your help!CherylCHERYL M. EARLE3407 Old Dobbin Road, Montgomery, Alabama 36116 - 1903Home Phone: [phone] Cell Phone: [phone] Fax: [phone] E-mail: [email protected] position managing legal discovery and document review with opportunity to assist attorneys with civil litigationBAR ADMISSIONAlabama State Bar, 1999LAW - RELATED EXPERIENCELaw Firm, AlabamaResearch Attorney for Special Projects, Mass Torts Department, November 2001 — February 2008 • Managed Multi-District Litigation (MDL) Document Depository (September 2002 to February 2008) o Reviewed more than 1 million pages of evidentiary documents for litigation purposes and for inclusion in electronic databaseso Coordinated document review assignments with attorneys at local depository and at other sites across the USo Retrieved, reviewed and coded documents in Concordance and Summation legal databaseso Prepared memoranda and spreadsheets providing detailed analysis of discovery materials • Aided attorneys and support staff with processing and preparation of personal injury claims and litigationo Conducted legal research and drafted pleadingso Conducted supplementary online research for additional documents and information pertinent to litigationo Assisted with preparation of correspondence to clients and referring attorneyso Contacted clients for additional information needed in case preparation, litigation, and potential settlementso Prepared and input case intakes and referrals into databaseLaw School, AlabamaStudent Intern, Alabama Disabilities Advocacy Program (ADAP), August 1996 — June 1997 • Participated in law school clinical program under third - year law student practice rule (as authorized by Alabama Supreme Court) o Assisted attorneys and advocates in cases involving mentally ill patients confined to state mental health facilitieso Interviewed clients in person (at state facilities) and over the phoneo Worked with clients, attorneys, and social workers to investigate and resolve issues concerning involuntary confinement and treatmento Aided in legal research on an appellate brief submitted to the U. S. Court of Appeals for the Eleventh Circuit (ruling granted in favor of our client) Faculty Research Assistant for Library Services, Bounds Law Library, March 1996 — June 1997 • Prepared research and teaching materials for law school faculty; worked 20 hours per week while matriculating 10 - 15 hours per semester) o Investigated copyright issues related to procuring and reproducing texts for academic useo Conducted legal research using WESTLAW, LEXIS and the InternetADDITIONAL RELEVANT EXPERIENCEManufacturing Company (MC), Montgomery, AlabamaAdministrative Assistant and Cost Analyst, Materials Purchasing Department, April 1999 — September 2001 • Assisted materials buyers in negotiating and preparing commodities contracts between raw materials suppliers and MC for manufacturing plants in the US and Mexicoo Assisted Legal Department at MC's corporate headquarters with coordination and preparation of documents for litigationo Notified and educated suppliers about MC's freight - on - board policy and its corresponding Uniform Commercial Code (UCC) provisions; result was the reduction of freight claims for both the company and its supplierso Prepared contracts and purchase orders for raw materials and capital projects involving plant maintenanceo Solicited price quotations from current vendors and established Excel spreadsheet format which simplified quote submission process and allowed MC to track and compare usage volumes and costs over timeo Prepared and analyzed cost reports used by materials buyers and production planners in purchasing decisions, including cost reductions, materials consolidation, and selection of vendorso Acted as liaison between vendors and the Purchasing, Transportation and Accounting Departments on issues concerning inbound freight, commercial carriers, and payment terms for commodities, resulting in reductions in freight costs and greater payment discounts for raw materialso Established online databases and printed directories for the Purchasing Department, allowing buyers to have easier and faster access to current vendor informationo Completed Year 2000 (Y2K) compliance project, which involved data collection and communication with MC's past, present, and potential materials suppliers and service providersNot - For - Profit Organization, AlabamaAdministrative Assistant, Combined Federal Campaign, September 1998 — January 1999 • Aided Campaign Director with 1998 Federal Campaigns (CFCs) in City 1 and City 2, which together generated nearly $ 700,000 for more than 1,000 local, national and international charitieso Prepared weekly reports on donations using WordPerfect, Microsoft Word, Excel and dBase IVo Wrote script for Talent Showcase at City 1's 1998 CFC Kickoffo Assisted Director with merger of the City 1 and City 2 CFCs in 1999Regional Bank, AlabamaAdministrative Assistant, Year 2000 (Y2K) Department, March — June 1998 • Worked with Vice President of Corporate Projects on short - term project for the bank's Y2K Departmento Analyzed and processed data on Y2K readiness for all branches of Bank throughout the southeastern USo Organized meetings for personnel of Banko Communicated with vendors of computer hardware, software, and office equipment to request information on Y2K complianceo Prepared compliance files for Federal Reserve auditso Prepared in - house memoranda and reports using Microsoft Word and ExcelRecord / Music Promotion Company, AlabamaRecord Pool Co-Founder; Office Manager, September 1990 — December 1991 • Co-founded record pool to enhance promotion of music in Alabama and the southeastern USo Procured and distributed records from major and independent labels for club, radio and mobile disc jockeyso Coordinated jointly sponsored promotional events with record companies, radio stations and clubso Designed, wrote, and published bi-weekly reports and brochures to inform the music industry of the progress and popularity of music and performers in the region, with specific focus on the Alabama music sceneMajor University, AlabamaGraduate Research Assistant, AUM Department of Marketing, June 1989 — August 1990 • Worked 13 - 20 hours per week as a research assistant to Marketing faculty while carrying a full course load in the MBA programo Analyzed consumer surveys used in academic researcho Assisted Conference Chairperson with coordination for Atlantic Marketing Association (AMA) annual meeting (October 1989) o Co-authored five - year index and classification of AMA Proceedings (published Fall 1991) EDUCATIONLaw School, AlabamaJuris Doctor (JD), 1997 • Scholarshipso Seybourn H. Lynne Scholarship, 1996 - 97o Dexter C. Hobbs Memorial Scholarship, 1995 - 96o E. W. Godbey Memorial Scholarship, 1994 - 95 • Honorso Who's Who Among American Law School Students, 1996 - 94o Arthur Davis Shores Award, 1997 • Activitieso Frederick Douglass Moot Court Team Manager, 1996 - 97 Southern Regional Competition, Second Place National Competition, Eighth Placeo John A. Campbell Moot Court Competition, Spring 1996o Black Law Students Association Delegate, BLSA National Convention, 1997 Co-Chairperson, Public Relations Committee, 1996 - 97 Chairperson, Public Relations Committee, 1995 - 96 BLSA President's Award, 1996 and 1997o American Bar Association, 1996 - 97 Entertainment and Sports Industries Forum Intellectual Property Section Law Student Divisiono LAWS Student Group Leader, 1995 - 96Major University, AlabamaMaster of Business Administration (MBA), 1990Bachelor of Science in Business Administration (B.S.B.A.), 1988 (Major: Marketing — Advertising and Promotion Track) • Honorso Dean's List • Activitieso National Student Advertising Competition Team, 1988 - 90 Seventh District Competition: Third Place, 1990o Marketing Club, 1987 - 90 Vice President — Career Development, 1988 - 89o Public Relations / Advertising (PR / AD) Club, 1988 - 90 Charter Member, 1988 Active in fund - raising and membership driveso Theater Guild, 1988 - 90 Screening Committee, 1989REFERENCESAvailable upon request

Drafted audit reports with well - documented findings and effective recommendations for improvement to policies and procedures that were presented to management and clients.

Key Highlights: • Created and implemented tracking and updating physician records policies assisting the claims department and drafted monthly / quarterly reports for various clients in compliance with state regulatory requirements.

Responsibilities: The role is demanding and diverse and involves: - using sales, business development, marketing techniques and networking to attract business from client companies; - visiting clients to build and develop relationships and understand they culture and environment; - advertising vacancies by drafting and placing adverts in a range of media, for example newspapers, websites, magazines; - headhunting - identifying and approaching suitable candidates who may already be in work; - using candidate databases to match the right person to the client's vacancy; - candidate's management (reviewing applications, managing interviews, reference checking)- preparing CVs and correspondence to forward to clients regarding of suitable applicants; - negotiating pay and salary rates and finalizing arrangements between client and candidates; - working towards and exceeding targets that may relate to the number of candidates placed, a value to be billed to clients or business leads generated; - reviewing recruitment policies to ensure effectiveness of selection techniques and recruitment programmers.

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation