7th Annual Wipfli Winter Training Conference

7th Annual Wipfli Winter Training Conference
Together, we make an impact! Join us for the 7th Annual Wipfli Winter Training Conference for ways to serve your community even better. The services you provide have a direct impact on the people in your community. Let us help you keep your funding and vital services available, hire and keep talented team members, and so much more! Then you can focus on the important areas, like serving your community. The 7th Annual Wipfli Winter National Training Conference includes multiple sessions with detailed—yet easy-to-understand—information to help you comply with regulations, seek new revenue opportunities, and impact your mission.

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 7, 2019, 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
12/2/2019 8:30 AM - 12/6/2019 11:45 AM
Where
DoubleTree By Hilton At the Entrance To Universal 5780 Major Blvd Orlando, FL 32819

Program

   

Monday, 02 December 2019

 
Time
7:30 AM - 5:00 PM
7:30 AM
The FQHC Bootcamp is intended for those who are new to FQHCs, notwithstanding their experience in their respective professional fields. This one-day workshop includes a General Introduction and sessions on Governance, a Financial Overview, HRSA Program Management, Components of a Quality Program, and an Overview of Emergency Preparedness Programs and Requirements.
Time
8:30 AM - 12:00 PM
8:30 AM
The Head Start Act identifies pages of guidelines that HS/EHS 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 HS/EHS 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)   - Qualifications and wages (background check and minimum staff requirements)
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 record retention requirements
Time
8:30 AM - 12:00 PM
8:30 AM
Time
12:00 PM - 1:00 PM
12:00 PM
Time
1:30 PM - 5:00 PM
1:30 PM

Tuesday, 03 December 2019

 
Time
7:30 AM - 5:00 PM
7:30 AM
Budgeting and reporting can be stressful at times, but how do you know when it is time to ditch Excel? Join us as we discuss pain points that many organizations seek to eliminate by migrating to an application, benefits they receive from using an application, and steps you need to take before selecting an application.
Time
1:30 PM - 3:05 PM
1:30 PM
This session is designed specifically for board members of Head Start/Early Head Start (HS/EHS) 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
1:30 PM - 3:05 PM
1:30 PM
Bad stuff happens. How your organization responds to a data breach, device loss or corporate account takeover will either minimize or compound the impact of the event. In this session we will review components of an effective IRP and facilitate an interactive group tabletop exercise to simulate the decisions that need to be made during a crisis.
Time
1:30 PM - 3:05 PM
1:30 PM
We all love toys, and Steve and Ryan have been told that they love them more than most (and it’s probably true). In this session we will learn about some of the new technology gadgets that are out there, how you might apply them to how you work and have fun and how your organization might use them to better serve your clients and community. And we suspect we’ll have a little fun doing it.
Time
1:30 PM - 3:05 PM
1:30 PM
Does your organization experience delays in processing of payables, eligibility applications, close-out reports, or performance of other functions? Would your organization like to improve response times to better help the community members it is serving, reduce processing errors, improve fiscal processing times and more? Using our experience in performing business process reviews, we'll share some of the common themes we see that can be considered and implemented in your organization, focusing on the fiscal department. We will discuss a straightforward method you can use to evaluate your fiscal department's, or other departments' processes for efficiencies. This session will emphasize discussion on what may work best for your organization and will include exercises to help participants focus on their own support departments.
Time
1:30 PM - 3:05 PM
1:30 PM
The workforce is changing rapidly, and so must our approach to recruiting and hiring committed talent. From role design to interviewing to predicting job fit, there are opportunities to stop hoping for that "unicorn" and intentionally find the best player for the team. Join this session to discover creative elements you can infuse into a hiring process that diversifies your talent pool and helps your organization thrive.
Time
1:30 PM - 3:05 PM
1:30 PM
Time
4:00 PM - 5:30 PM
4:00 PM

Wednesday, 04 December 2019

 
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
8:15 AM - 11:45 AM
8:15 AM
Does your organization know the general procurement standards under the Uniform Guidance? Does it know the allowable methods of procurement and what policies and procedures are affected by the procurement regulations? In this session, we will review the Uniform Guidance procurement regulations and discuss steps of the procurement process, from purchase orders to accounts payable.
Time
8:15 AM - 11:45 AM
8:15 AM
Strong programs with skilled leaders and cohesive teams are capable of creating an environment where more impactful factors than pay drive employee retention, engagement and results. With a labor market that's more competitive than ever, it's vital to create and nurture an atmosphere where you can unleash the power of your people. This session focuses on methods to diagnose and address common engagement challenges to begin planning for an environment of lower stress, less need for enforcement and correction, and clearer priorities.
Time
8:15 AM - 11:45 AM
8:15 AM
Donors. Who are they? How do you attract them? How do you get them involved? How do you keep them? How can everyone in your agency be a part of each donor’s experience? In this session we will discuss tools and techniques you need to have a successful donor fundraising program.
Time
8:15 AM - 9:50 AM
8:15 AM
Our peers are our best source of knowledge. In this session, we will bring together a group of leaders and leverage each other to help us improve our leadership knowledge.
Time
8:15 AM - 9:50 AM
8:15 AM
CSBG has specific requirements related to strategic plans. In this session we will explore meeting the requirements of the CSBG Organizational Standards for strategic planning: a. We will review each of the standards and discuss how organizations can best meet the criteria. b. We will present a sample strategic plan and case study. c. We will discuss best practice approaches as well as what has been done by other participants.
Time
10:10 AM - 11:45 AM
10:10 AM
Now that you have heard the compliance side of in-kind in John Hemming's in-kind session, participate in this practicum to determine who to ask, how to ask and what to ask for. Leave with specific goals, strategies and tasks to bring more in-kind into your agency. (Imagine if you had all the in-kind you needed!)
Time
10:10 AM - 11:45 AM
10:10 AM
Your organization’s employees are critical to delivering lasting impact in your community. Their commitment and passion are what continue to drive your mission forward and achieve success, but do your employees have access to the right technology and training to engage and empower them to continue being successful? In this session, we’ll cover five key principles and tools to empower your employees' innovation and productivity – even with a tight budget. You’ll leave with a way to assess your organization’s approach to empowering your employees and action steps to get started.
Time
1:30 PM - 5:00 PM
1:30 PM
For social change organizations, it is vital to show the impact you hope to achieve over the short term and how those outcomes will lead to realizing long-term change in your community. A theory of change is the organization's story of how and why the world will be different because of what you do, and it makes the connection between your mission and program(s). For this reason, it has important implications for your planning efforts and how you evaluate your activities along the way. Join this session to practice building a theory of change and leave with methods for continuing the work in your program(s).
Time
1:30 PM - 5:00 PM
1:30 PM
If improving your board’s and management team’s understanding of your audited financial statements is a goal, then don't miss this updated session. Board members, executive directors and fiscal officers should participate in this session for an in-depth look at audited financial statements completed in accordance with the new Uniform Guidance reporting requirements. A complete set of audited financial statements will be analyzed from beginning to end. Learn what is required to be included and what you should be looking for in your statements. In addition, beyond every aspect of the audited financial statements being discussed and analyzed, this session will include an interactive project in which an agency's financial results over a five-year period will be analyzed.
Time
1:30 PM - 5:00 PM
1:30 PM
How do you "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 assessment 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. You will also learn about tools to assess your own organization's readiness for planning, including change readiness and assessment of culture, capabilities, capacity, skills, structure and more.
Time
1:30 PM - 5:00 PM
1:30 PM
Your organization's fiscal department performs a range of activities, but is each individual performing the right ones? Using our experience with performing business process reviews, we'll share some of the common themes we see that can be considered and implemented in your organization's fiscal department. We will discuss general roles and responsibilities at various levels of staff in an accounting department, from the CFO to accounting clerks. This session will emphasize discussion on what may work best for your organization and will include exercises to help participants focus on their own accounting departments.
Time
1:30 PM - 3:05 PM
1:30 PM
The Head Start Performance Standards raise the bar for data and direct programs to implement “continuous quality improvement.”  Programs are being asked to move from traditional compliance,  by using their data in new ways.  This session will draw on the field of improvement science, a discipline that helps organization improve through effective inquiry and strategic use of often overlooked program data.  It also looks at strategies for helping the most vulnerable and at-risk children and families, who might otherwise be overlooked. Sometime the biggest challenge is knowing where to start:  the technical, human and organizational demands can be daunting.  In this session, we will examine the pathway for programs to build their data analysis and advance quality improvement.  Participants will leave with a clearer picture of how to advance their program’s analytic capacity, including the organizational leadership they will need to provide to help move staff towards a proactive relationship with data and a culture of inquiry.
Time
1:30 PM - 3:05 PM
1:30 PM
Applying Improvement Strategies to Attendance and Chronic Absence: The latest Head Start Performance Standards go beyond requirements for average daily attendance, mandating that programs pro-actively track data to prevent and respond to chronic absence.  This reflects a broader mandate to implement “continuous quality improvement.”    While chronic absence is the single strongest predictor of school readiness, many programs don’t even track it, let alone intervene with intentional strategies to prevent or reduce it.  Doing so requires a coordinated approach including ERSEA, education and family services leadership. This session will draw on national research into what works, highlighting effective practices for getting staff on board as well as children and families.   It will help programs to leverage data they already have, and develop tiered approaches to efficiently deploy program resources for results. For program leaders seeking to introduce improvement science to their staff, attendance is a great place to start, because the data is straight forward, comprehensible, engages staff across the organization, and the results on child outcomes are measurable and significant.
Time
3:25 PM - 5:00 PM
3:25 PM
Well-defined financial policies and procedures help ensure compliance with federal grant regulations and clearly communicate the organization's processes and internal controls to its employees, monitors, auditors and others. Financial policies and procedures should be reviewed and updated regularly to help ensure efficient grants management and compliance with funding regulations. This session will review the topics found in a standard financial policies and procedures manual and will discuss how your organization can implement a process for updating its manual.
Time
3:25 PM - 5:00 PM
3:25 PM

Thursday, 05 December 2019

 
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
8:15 AM - 11:45 AM
8:15 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
8:15 AM - 11:45 AM
8:15 AM
During this hands-on session you’ll get a chance to test drive Microsoft solutions and discover how they can deliver immediate business value to both you and your organization. Each facilitator-led session is customized to meet your needs, so you can explore tools at your own pace, focus on the products and solutions you want and discover firsthand how they can solve your biggest challenges.
Time
8:15 AM - 11:45 AM
8:15 AM
Millennials (born 1981-1999) now make up 50% of the workforce, and by 2022 Gen Z (born after 2000) will begin catching up to them! Where does that leave the state of nonprofit leadership? Join this session to explore best practices and innovative approaches to designing leadership roles and alignment opportunities that are appealing to the next generation and that help meet your agency’s most pressing succession and sustainability needs. We will explore leader development practices and alignment across all aspects of the organization. You will leave with a personal leadership narrative to begin or continue engaging across generations in your agency.
Time
8:15 AM - 11:45 AM
8:15 AM
The world has changed significantly and will continue to do so at an even more rapid pace. Cloud computing, artificial intelligence, shared services, outsourcing and blockchain will continue to be drivers for change that impact the accounting functions in our organizations. Join this journey as we explore where accounting is heading.
Time
8:15 AM - 9:50 AM
8:15 AM
Dwight D. Eisenhower said, "…I have always found that plans are useless, but planning is indispensable." Having a great plan is important, but going through a good, thorough process to develop your plan is essential.  Planning and strategic management is at the forefront of success. Most strategies involve a significant amount of human resources involvement--either around building capacity, aligning policies and procedures, modifying the organizational structure, or managing change. In this session, we will discuss the strategic planning process and the importance of creating a Human Resources Strategic Plan aligned to the strategies across the organization.
Time
8:15 AM - 9:50 AM
8:15 AM
A session for new and seasoned board members to get a clear understanding of their roles and responsibilities when overseeing a not-for-profit organization. This session will go beyond governance to discussing being mission focused and goal oriented, understanding the qualities of being an effective board member, understanding the importance of fund development, working with staff, reporting best practices and recruiting and evaluating board members.
Time
10:10 AM - 11:45 AM
10:10 AM
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
10:10 AM - 11:45 AM
10:10 AM
Determining what is and is not allowable is a challenge all federally funded organizations face. This is a hands-on session designed to help you make those determinations. Come prepared to use the regulations to assist in making your determinations.  *If you attended the Uniform Guidance Preconference the content is repeated for this session.  Please choose another session.
Time
1:30 PM - 5:00 PM
1:30 PM
The Office of Head Start (OHS) has made major changes in the Head Start Monitoring Protocol last year with AMS 2.0. and has made a few tweaks for FY 2019. 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 Aligned Monitoring System 2.0 and Focus Area 1 and Focus Area 2 expectations for FY 2019.
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 are critical business priorities. 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
You've developed long-term strategies and identified short-term goals to help them, but now what? How do you take those short-term goals and turn them into an action plan, to move to get things done? How do you identify who “owns” a goal without the burden falling back on the same small group of leaders every time? Join this highly interactive workshop session to learn practical approaches to action planning, gaining participation across the organization and designing real-world, measurable steps to fulfill those short-term goals and complete the long-term strategies. Participants will use action planning tools and templates in a hands-on environment to design plans and approaches.
Time
1:30 PM - 3:05 PM
1:30 PM
The new revenue recognition standards, ASC 605 and 606, are the most significant changes to GAAP in decades. These changes will impact some nonprofit organizations and you will need to be aware of how these changes may impact your organization to prevent findings. We will also demonstrate how you can automate the new revenue recognition standards using Sage Intacct.
Time
1:30 PM - 3:05 PM
1:30 PM
Nonprofit organizations are required to establish and maintain effective internal controls. What does this mean for your organization? The Uniform Guidance states that your internal controls should be in compliance with the Standards for Internal Control in the Federal Government (Green Book) or the COSO Framework. In this session we will review the components of internal control, from the control environment to monitoring and risk assessment. We will also discuss ways your organization can establish effective internal controls by applying the framework.
Time
1:30 PM - 3:05 PM
1:30 PM
The Uniform Guidance gave non-federal entities a new method of charging indirect and certain administrative costs to grants using a 10% de minimis indirect cost rate. This session is for non-federal entities that currently utilize the 10% de minimis option, are thinking of implementing it or have subrecipients that use a 10% de minimis rate.
Time
3:25 PM - 5:00 PM
3:25 PM
This session will discuss performance measures, both financial and operational, when it comes to meeting organizational goals and objectives. We will discuss why you need to measure performance, effective reporting methods, performance dashboards and what your key stakeholders expect from you.
Time
3:25 PM - 5:00 PM
3:25 PM
Time
3:25 PM - 5:00 PM
3:25 PM

Friday, 06 December 2019

 
Imagine a well-organized, inclusive planning process aligned with the vision of the organization and providing a roadmap to the future! Join Wipfli’s experienced 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
Time
8:15 AM - 11:45 AM
8:15 AM
Time
8:15 AM - 11:45 AM
8:15 AM
Total rewards encompass everything associated with the overall employment experience of employees. They transcend direct and indirect compensation. In this session we will identify and discuss the five key components of a total rewards system and the mindset organizations must have to be competitive in today's marketplace.
Time
8:15 AM - 11:45 AM
8:15 AM

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