5th Annual Wipfli Winter Training Conference

5th Annual Wipfli Winter Training Conference
For five years, Wipfli has been presenting the Wipfli Winter Training Conference. The work you do has a direct impact on the people in your community. It's important that you know how to keep your finances flowing and vital services available, hire and keep talented team members, and so much more! Attend our training, select the sessions of interest to you, and soak in the knowledge from our experienced trainers. Our goal is to help you get back to the daily grind and be able to focus on the important areas, like achieving your goals.

Media Policy:
Unless you specifically advise us otherwise in writing, by attending this training you authorize Wipfli LLP to use your name, likeness, image, attributed quotations, or other identifying indicia acquired or received in connection with your participation in the training in the firm’s promotional efforts related to future training sessions or similar or related activities.

Cancellation Policy.
Cancellations made after November 3, 2017, will be charged $100 per person cancellation fee. If you cancel, you may send a substitute from your organization. Participants who register but neither attend nor cancel are liable for their full registration fee. Call 888.876.4992 for questions about this policy.
When
11/28/2017 8:30 AM - 12/1/2017 5:00 PM
Where
Hyatt Regency Orlando 9801 International Drive Orlando, FL 32819

Program

   

Tuesday, 28 November 2017

 
Time
7:30 AM - 5:00 PM
7:30 AM
The Head Start Act identifies pages of guidelines that EHS/HS programs need to follow to stay in compliance. When you are implementing the Head Start Act, there are numerous things to consider, including how decisions impact your program. In this overview we will explore the Head Start Act and give you time to learn where to find information and dig into the details once you are back at the office. And since the Head Start Act goes hand-in-hand with the Head Start Program Performance Standards (HSPPS), we will explore the highlights of all of the HSPPS (45 CFR Parts 1301-1305). Our goal is to help you get comfortable with what EHS/HS programs need to follow to stay in compliance. We will pay special attention to the areas of: • Definitions (they sometimes differ depending on the regulation) • Administrative requirements (administrative limitations, non-federal match [a/k/a in-kind], following 45 CFR Part 75) • Power and functions (governing body, policy council, policy committees, and administrative requirements) • ERSEA (eligibility, recruitment, selection, enrollment, and attendance) • Records (what to keep, how to keep it, and for how long) • Program requirements highlights (curriculum, parent engagement, and health and safety) The best part is that this preconference sets you up to attend the in-depth sessions offered throughout the conference, including: • HS/EHS Non-Federal Share/In-Kind/Match: No Matter What You Call It, You Have to Have It! (Wednesday 11/29/17, 1:30-5 p.m.) • Head Start Monitoring Protocol (Thursday 11/30/17, 8:15-11:45 a.m.) • Budgeting for HS/EHS Directors (Thursday, 11/30/17, 10:10-11:45 a.m.) • EHS/HS Eligibility, Recruitment, Selection, Enrollment, and Attendance (ERSEA) (Thursday 11/30/17, 1:30-5 p.m.) • Davis-Bacon Act for HS/EHS (Thursday 11/30/17, 1:30-3:05 p.m.) • HS/EHS Working Together for the Mission (Friday 12/1/17, 8:15-9:50 a.m.) • HS/EHS: The Best Kept Secret—Now Stop It! (Friday, 12/1/17, 10:10-11:45 a.m.) • HS/EHS 15% Administrative Limit: From Legislation to Implementation (Friday 12/1/17, 10:10-11:45 a.m.) • Top Challenges Facing HS/EHS Directors ((Friday 12/1/17, 1:30-5 p.m.)
Time
8:30 AM - 12:00 PM
8:30 AM
After an introduction and discussion of the laws and regulations, there will be a discussion of the general provisions and administrative requirements. We’ll focus on these key areas: - Applicability of and implementation dates for the new regulations - Standards for financial management systems and internal controls - Property and equipment - Program income - Budget revisions - Procurement - Requirements for pass-through agencies - Reporting and records retention requirements
Time
8:30 AM - 12:00 PM
8:30 AM
1:30 PM
The cost principles cover the costs that a grant-funded program can charge to federal grant awards. General principles, allowable costs, unallowable costs, and costs that require prior approval will be discussed. We’ll also discuss all changes in regard to cost allocation and selected items of cost. In addition, we'll discuss changes in audit requirements coming with implementation of the new regulations.
Time
1:30 PM - 5:00 PM
1:30 PM

Wednesday, 29 November 2017

 
8:30 AM
The cost principles cover the costs that a grant-funded program can charge to federal grant awards. General principles, allowable costs, unallowable costs, and costs that require prior approval will be discussed. We’ll also discuss all changes in regard to cost allocation and selected items of cost. In addition, we'll discuss changes in audit requirements coming with implementation of the new regulations.
Time
8:30 AM - 12:00 PM
8:30 AM
If you are interested in seeing the power of Intacct's reporting multidimensional general ledger and easy-to-use reporting and dashboards, this session is for you. You will learn how to view Intacct reports and set related preferences; work with standard reports, lists, and registers; create financial, statistical, budget, forecast, and book reports; manage reports; and create and manage performance cards and dashboards.
Time
1:30 PM - 5:00 PM
1:30 PM
How long do you have to keep email? Should you delete everything after 90 days?  Should you keep everything forever? Regardless of whether your organization creates the information or is the recipient, it still needs to determine what must or should be retained and for how long. Add to the information mix current ways in which information is created and communicated (email, instant messaging, social networking, or traditional paper documents), and what is an organization to do? The volume of information your nonprofit organization processes has been growing at an exponential rate. How do you guide your team members and anticipate issues?
Time
1:30 PM - 5:00 PM
1:30 PM
Do you currently have an indirect cost rate agreement, or are you thinking of getting one? If so, this session is for you. We will provide an overview of the different types of indirect cost rates, the advantages and disadvantages of an indirect cost rate, the process of applying for an indirect cost rate, and more!
Time
1:30 PM - 5:00 PM
1:30 PM
Although the name has changed, the results are the same. If you run an HS/EHS program, you need to generate non-federal match (in-kind)! Are you finding it harder to generate? Is answering the question, "Is this allowable match?" your responsibility? Does generating in-kind fall on your shoulders? If you answered yes to any of these questions, please join us for this updated session. We will discuss the tools, techniques, and regulations of generating, calculating, and documenting non-federal match. Make generating in-kind the responsibility of everyone in your program. This session will focus on:   - What regulations and guidelines govern non-federal match.   - How to decide whether a contribution is allowable non-federal match.   - Where the most amount of in-kind is missed.   - Documenting all non-federal match.
Time
1:30 PM - 5:00 PM
1:30 PM
In this session, you will learn the value proposition behind Microsoft® Office 365, how to take advantage of its features, and how to unlock the power of Office 365 services such as email, office Web apps, collaboration tools, instant messaging, and online meetings. After completing this course, you and your team will be able to work from just about anywhere, on almost any device, and at virtually any time using Office 365.
Time
1:30 PM - 5:00 PM
1:30 PM
We will begin this session by reviewing positives and negatives of starting social entrepreneurship in your organization.  We will learn from case studies of organizations that have been successful and from those who were not.  We will follow this with discussion on what financial tools you will need in order to monitor your social enterprise and determine if it is a success.
Time
1:30 PM - 5:00 PM
1:30 PM
In a year of uncertainty for nonprofit organizations related to the extent of future federal funding, elevating your organization’s profile in the community to help enhance your fundraising efforts has never been more important. According to the 2016 Global NGO Online Technology Report, the four mediums people were most inspired by were social media, emails, websites, and print media. With that in mind, if your organization is not collectively leveraging public relations, social media, and your website together, there are so many opportunities for you to grow your community presence with an even broader audience. So, how do you get your community members to say, “We can’t live without you!” How do you increase awareness of the extraordinary work you are doing in your community? How can you and your board members leverage local media and social media platforms to showcase your organization and the significant difference you are making in your community? What can you do to improve your website to enhance your ability to get the word out about your work? Please join us for this session to learn more about the ways your organization can enhance your organization’s presence through public relations, social media, and your website to demonstrate your organization’s value in the community and the difference you are making every day.
Time
1:30 PM - 5:00 PM
1:30 PM

Thursday, 30 November 2017

 
The Office of Head Start (OHS) made major changes in the Head Start Monitoring Protocol yet again. This session will address what's different from past years and how the Uniform Guidance is included. We will take a deep look at the following sections: Leadership, Governance, and Management Systems; Fiscal Integrity; Eligibility, Recruitment, Selection, Enrollment, and Attendance (ERSEA); and the Head Start Key Indicator-Compliance (HSKI-C) Review. PLEASE NOTE: This session description will change once the new protocols are issued and reviewed.
Time
8:15 AM - 11:45 AM
8:15 AM
Technology can be a powerful force that opens exciting opportunities for nonprofits to achieve their missions and accelerate their impact. In this session, we'll cover what Microsoft is doing to enable this force by offering nonprofits world-class productivity, platform, and cloud technology to help them do even more in their communities.
Time
8:15 AM - 11:45 AM
8:15 AM
Occupational fraud is estimated to cost U.S. organizations a whopping five percent of gross revenue. Moreover, the down economy increased your organization’s risk of occupational fraud by fueling all three components of the fraud triangle: need, opportunity, and rationalization. This session will address the origins of occupational fraud risk, why that risk has increased in the challenging economy, and what the organization can do to address the increased risk.
Time
8:15 AM - 11:45 AM
8:15 AM
Talent management is a critical business strategy that enables an organization to recruit, develop, reward, and retain employees. Effective talent management drives organizational effectiveness and success. At the heart of any organization's success are its people. In this session we will explore the Talent Management Effectiveness Loop and the importance of creating a culture of accountability for talent management beyond the walls of the human resources department.
Time
8:15 AM - 9:50 AM
8:15 AM
Is your organizational culture helping, hindering, or having no impact on your outcomes? This session explores what defines culture and what impact (positive and negative) it has on the bottom-line outcomes of day-to-day work. We will explore current trends, old truths, and new options (a/k/a actions!).
Time
8:15 AM - 9:50 AM
8:15 AM
We will discuss how to evaluate the financial experience and knowledge of the board and how to customize reports targeted toward that knowledge. We will also discuss how to not overwhelm the board with finances but highlight key areas—and how to do it in a way that will keep them engaged and interested! If your systems aren’t user friendly or don't provide workable reports, are you providing the best information to the board? Probably not. That is why we will also discuss how to evaluate your current software and accounting process. This will help you to determine whether the information you give the board is accurate and timely.
Time
8:15 AM - 9:50 AM
8:15 AM
This session discusses various ways to analyze the data you currently have but may not be using effectively. We will include ways to assist you when trying to relate financial information to nonfinancially-savvy individuals. We will cover providing effective financial analysis throughout the year, trend analysis, budgets, Board reports, and a variety of financial analyses to assist you in using the information you currently have to enhance your organization’s financial reporting.
Time
8:15 AM - 9:50 AM
8:15 AM
Proper budgeting is crucial for any program, especially Head Start programs. This session will cover the entire process, from setting up a budget to forecasting expenses to handling the final closeout of a grant. Applicable regulations will be explained throughout the process.
Time
10:10 AM - 11:45 AM
10:10 AM
How does your organization "plan"? How do the needs of the community inform your programming efforts? And further, are you in a strong, capable, or weak position to deliver on those community needs? To be successful in achieving your mission and fulfilling your obligations, you must have the explicit support of your community. Attend this session to discover how to use your community needs to lay the foundation for your planning and goal-setting efforts, as well as to dynamically change the way your organization is perceived by funders, partners, and the community as a whole.
Time
10:10 AM - 11:45 AM
10:10 AM
Leadership self-awareness has been identified as the strongest predictor of overall success for leaders and managers. So often, leaders and managers do not know what is expected of them. In this session, we will explore and discussion definitions of leadership, we will challenge participants to engage in self-reflection to determine leadership strengths and areas for development, and we will explore six management styles.
Time
10:10 AM - 11:45 AM
10:10 AM
Don’t wait for a monitoring finding or deficiency to realize you are tangled up in a cost allowability mishap! Accountability and scrutiny are at an all-time high and responses like “this is how we’ve always done it” and “we’ve never received a monitoring finding before” are not likely to save the day. In this session, we will focus on allowability issues associated with trickier items of cost such as facilities, interest, incentive compensation, employee benefits, and rent. With the help of examples, we will discuss actions organizations can take to maintain compliance.
Time
10:10 AM - 11:45 AM
10:10 AM
Head Start/Early Head Start programs have a specific set of requirements to assist program leaders in identifying, recruiting, and selecting those children and families with the most need in their communities. In this session we focus on all of the eligibility, recruitment, selection, enrollment, and attendance requirements of 45 CFR Part 1302, Subpart A, best known by the initials ERSEA, including adjusted guidelines in:   - Determining community strengths   - Documentation   - Definition of family   - Attendance   - Suspension and expulsion   - Fees   - And more! We will share current best practices with your professional peers and explore challenges and solutions regarding the future of ERSEA in the programs.
Time
1:30 PM - 5:00 PM
1:30 PM
Performance management is the process of creating and maintaining an environment of accountability to enable employees to perform to the best of their abilities. It is a process that begins when an individual starts the employment relationship and ends when the individual leaves. In this session, we will explore what prevents an employee from achieving effective levels of performance and how managers can engage in effective coaching to assist employees in achieving personal and professional success.
Time
1:30 PM - 5:00 PM
1:30 PM
What is an audit? Why do I have to have one? If I prepare all the workpapers, what does my auditor really do? In this updated session learn the secrets from a real-life auditor and become informed about the practices auditors do not usually reveal to their clients while performing an audit. Do you have a difficult time preparing for the year-end financial statement audit? Do you find it difficult to provide information requested by the independent auditor? Does it seem to take a long time to finalize the audit and receive your report? Let us provide some ideas to help identify areas for improvement in your audit process and ways to collaborate with other staff members in the process. Share your ideas, too, during this session.
Time
1:30 PM - 5:00 PM
1:30 PM
This session is designed for all types of boards. It will cover the following topics:    - Management’s expectations    - Conflicts of interest    - Rights    - Responsibilities    - Board and internal controls    - Risk management    - Board evaluation It will also include an exercise to test your level of understanding.
Time
1:30 PM - 5:00 PM
1:30 PM
Audit and compliance professionals have used data analytics, sometimes referred to as continuous auditing, as a method to monitor internal controls and identify fraud. While data analytics is not new, many organizations haven’t considered the governance, compliance, or fraud-fighting benefits that it can bring to the organization. What, really, is data analytics? What types of data can be analyzed? Most importantly, what information does it provide to management, and how does it help manage risk to the organization? Whether you’ve never heard of “data analytics” or are trying to decide how it might fit in your organization, this overview will provide attendees with the answers to these and other basic questions and allow you to evaluate the role for your organization.
Time
1:30 PM - 3:05 PM
1:30 PM
In August 2016, the Financial Accounting Standards Board (FASB) released an Accounting Standards Update (ASU) that is changing how nonprofits report financial information in their audited financial statements.  This session provides an overview of those changes so you can be prepared.
Time
1:30 PM - 3:05 PM
1:30 PM
Davis-Bacon Act compliance is an often misunderstood requirement for Head Start organizations. There is little in the way of official guidance, and what is available can at times be contradictory. There are guidelines from the U.S. Department of Health and Human Services as well as requirements enforced by the U.S. Department of Labor to be considered.
Time
1:30 PM - 3:05 PM
1:30 PM
Preserving and protecting your information—and your rights as an employer—starts by having the right policies and procedures in place even before employment begins, as well as during employment, as you learn of their departure, and after employment is terminated. We will cover the main measures that are critical to protecting your organization from the potential aftermath and consequences of an employee’s departure.
Time
3:25 PM - 5:00 PM
3:25 PM
Grant-funded organizations are unique in regard to the innovative programs they provide. Often, accounting for programs and circumstances can be difficult because of the lack of specific accounting guidance on these programs and activities. Take a moment to explore accounting for these unique items, and feel free to discuss your organization's unique accounting issues. This session is a great way for you to gain perspective on grant-funded challenges and learn what others are experiencing.
Time
3:25 PM - 5:00 PM
3:25 PM
Leaders have the best job in the world. They get to find, develop, and watch talented people do great things. Sometimes they just need to learn to actually let that happen. In this session, we will discuss the make-it-or-break-it ways that leaders help or hinder outcomes.
Time
3:25 PM - 5:00 PM
3:25 PM

Friday, 01 December 2017

 
Are you tired of the words "strategic planning"? Let us work with you to remove the mystery and mundaneness from these words! Join Wipfli’s strategic planners to understand the essential elements for any successful strategic planning effort. This highly interactive workshop will help you with effective planning in today’s ultra-collaborative and compliance-focused environment. Expect a best practices discussion, followed by opportunities for you to explore what keeps you up at night about planning and the achievement of your vision and goals.
Time
8:15 AM - 11:45 AM
8:15 AM
Total rewards encompasses everything associated with the overall employment experience of employees. It transcends direct and indirect compensation. In this session, we will identify and discuss the five key components of a total rewards system and the mindset that organizations must have in order to be competitive in today's marketplace.
Time
8:15 AM - 11:45 AM
8:15 AM
Although internal controls seem to be a simple concept, many organizations struggle to implement effective control environments. Attendees will learn a range of internal controls to address various risks, including theft or misappropriation. In particular, we will discuss ways organizations can implement effective controls in lean staffing environments.
Time
8:15 AM - 9:50 AM
8:15 AM
Whether you have an indirect cost rate or not, it is likely your organization also has direct cost allocation. This session will provide you with the tools and knowledge to allocate expenses across all grants and activities in your organization. Attend this session if you want to learn more about cost allocation or come up with ideas for improving how to allocate costs.
Time
8:15 AM - 9:50 AM
8:15 AM
Powerful technology tools have never been easier to acquire, install, and use than they are today. Are you taking advantage of all that is available to you? In this session we will talk about innovative technology tools and trends that can help with both your goals and outcomes.
Time
8:15 AM - 9:50 AM
8:15 AM
This session is designed specifically for board members of Head Start (HS) organizations. The HS requirements for boards are like no others. Program and board members need to know what their role is so their agency doesn’t get into trouble. Over the past few years much more scrutiny has been placed on boards, and too many members are not fully aware. This is a must-attend session for any board member of an HS/EHS grantee.
Time
8:15 AM - 9:50 AM
8:15 AM
This session will help you understand the progression from legislation (i.e., the Head Start Act) through the performance standards to implementation on a topic, specifically the HS administrative limit.
Time
8:15 AM - 9:50 AM
8:15 AM
Asking for money can sometimes be very scary and awkward. Many people and organizations have great anxiety over just the thought. You know deep down that you need major donors to stay sustainable, especially if you are heavily grant-funded, but the anxiety about “making the ask” likely finds you moving this task to the bottom of your to-do list. In this session, we will show you when and how to make asking for money for your organization easier. With a plan and a few simple techniques, this can be a very enjoyable part of your job. After all, who doesn’t want to celebrate offering more services to those who need it most?
Time
10:10 AM - 11:45 AM
10:10 AM
How does an organization implement micro-purchases? What is a sealed bid, and when is it used? When do we need to have prior written approval? In this session, we will review the methods of procurement identified in the Uniform Guidance and discuss procurement internal controls and best practices surrounding the implementation and compliance with the regulations.
Time
10:10 AM - 11:45 AM
10:10 AM
One of the saddest things I experience going into a community to work with a Head Start/Early Head Start (HS/EHS) program, and no one in the community knows you exist. You have a story to tell. And if you want to attract and retain great employees—or meet full enrollment, or make your non-federal share requirements—it’s time to act! This session is geared specifically toward HS/EHS programs to use the data they have to tell their community about all they impact. Together we will make action plans of all the areas and ways you can share your impact. Whether you want to be loud and proud or prefer to be quiet and light it, ignite your community and show off. Why? Because you have an AWESOME program, doing great things in the community, with amazing people, and cute children!
Time
10:10 AM - 11:45 AM
10:10 AM
Not achieving the CLASS score is a common reason for entering the Designation Renewal System (DRS) process.  This introductory session reviews what CLASS is, and provides hints for avoiding DRS.
Time
10:10 AM - 11:45 AM
10:10 AM
Building a community-focused strategic plan with an engaged board and stakeholders is critical, but the devil is in the details of how you execute the plan, and that invariably involves change.  Because your vision and goals involve change at many levels, you will be required to lead and communicate far beyond completion of the strategic plan document. How do you get your staff, board, and key partners to take action and maintain accountability for your agency’s strategic goals? How do you identify who "owns" a goal without the burden coming back to the same small group of leaders every time? Join this session to understand the key factors involved in leading, communicating, and championing effective strategic change.
Time
1:30 PM - 5:00 PM
1:30 PM
If you want a chance to talk with your peers about challenges (and possible solutions) facing Head Start/Early Head Start (HS/EHS), this is your session. This will be a facilitated discussion using a problem-solving methodology you can take back and implement in your agency, with a survey prior to the session to help identify the top challenges that face seasoned professionals in the HS/EHS world. The group will be divided by HS and EHS leaders to allow interaction with peers in helping to address the challenges. However, there will be time to come together in a large group to share learnings, explore more options, and connect with all the leaders.
Time
1:30 PM - 5:00 PM
1:30 PM
People—the right people—are your competitive differentiator and advantage. As demographic shifts escalate and the job market improves, talent assessment and succession planning is a critical business priority. Retention and development of talent needs to be a core competency of the human resources strategy. In this session, we will discuss what your organization needs to be doing—today—to be prepared for the future.
Time
1:30 PM - 5:00 PM
1:30 PM
Continuous improvement within an organization is a clear path to meeting the goals, objectives, and most important, the ongoing mission you serve. This session will provide you with a new perspective on how to make key observations within your organization and follow them up with the right solutions. Creating a culture around this model will not only bring your organization closer together, but will maximize the service you provide to your clients and your communities.
Time
1:30 PM - 5:00 PM
1:30 PM
We visit nonprofit organizations all over the country, performing internal control and business process reviews. We frequently observe that fiscal managers tend to do the their staff’s work, rather than the tasks and responsibilities appropriate for their level. In this session we will discuss appropriate roles and responsibilities for each level of an accounting department’s staff, from CFO to accounting clerk. Our focus will emphasize managers and how they can best benefit the organization. Our session will include exercises to help participants focus on their own accounting departments.
Time
1:30 PM - 3:05 PM
1:30 PM
Technology transformations starts by changing our mindset to view technology as a strategy rather than a cost center. This means we must change our acceptance of low-cost technology alternatives to viewing technology as a strategic investment in our organizations, as well as a key component in how we achieve our missions. In this session we'll discuss what it takes to develop this mindset and how we use it to reshape our organizations.
Time
1:30 PM - 3:05 PM
1:30 PM
Nonprofit organizations have a large number of fiscal requirements that add to the everyday workload. Instead of merely keeping up and meeting last-minute deadlines, there may be a way to get ahead of the fiscal process, gain control of the workload, and still maintain effective internal controls. This session will introduce participants to a general process for assessing the organization's fiscal processes and developing steps and solutions to improve efficiency while incorporating internal controls. This session will show how to determine the current process and evaluate whether improvements could be implemented.
Time
3:25 PM - 5:00 PM
3:25 PM
Organizations increasingly rely on Information Technology - Technical (IT) to deliver services. There are challenges and risks to ensure this technology supports the current and future needs of the organization. Without proper governance, Information Technology - Technical may be a roadblock rather than an enabler for the organization. This session will cover key components of an IT governance structure to help ensure technology is enabling your organization. Topics covered will include IT strategy, operational performance metrics, and risk management. Board members and senior management will come away with ideas based on proven techniques for management and oversight of Information Technology - Technical to help ensure they are maximizing their investment.
Time
3:25 PM - 5:00 PM
3:25 PM

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