19th Annual Wipfli National Training Conference

19th Annual Wipfli National Training Conference
For nineteen years, Wipfli has been presenting the Wipfli National 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.

Please Do Not Forget to Expand the Dates Below to Select Your Sessions for the Conference

Cancellation Policy. Cancellations made after June 15, 2018, 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
7/8/2018 - 7/13/2018
Where
Caesars Palace 3570 Las Vegas Blvd. S. Las Vegas, NV 80109

Program

   

Sunday, 08 July 2018

 
Time
11:00 AM - 5:00 PM
11:00 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
1:30 PM - 5:00 PM
1:30 PM
"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
1:30 PM - 5:00 PM
1:30 PM

Monday, 09 July 2018

 
7:30 AM
This half-day preconference training will provide business users with a broad understanding of the Sage Intacct system, including how to navigate and perform accounting functions using Sage Intacct. You will perform common procedures such as entering bills and making payments, entering invoices and receiving payments, and reconciling bank statements and credit cards. You will also run standard reports to provide business and workflow insights.
Time
8:30 AM - 12:00 PM
8:30 AM
Time
7/9/2018 8:30 AM - 7/13/2018 11:45 AM
8:30 AM
Would you like to join us for a Connect with Wipfli Lunch on day 2 from 12-1 p.m.?  A variety of complementary box lunches will be available.  During this hour, we want to hear about your organization's success, issues, and concerns. The dialogue created will provide insight and ideas on real solutions built around the success of people, process, technology, and finances.  Subject to change.
Time
12:00 PM - 1:00 PM
12:00 PM
Wipfli is excited to give leaders attending the 19th Annual Management Conference the unique opportunity to assess and build on their leadership effectiveness with best practice insights, valid and reliable research tools, and the convening of a high-powered group of leaders together at the Summit. Upon registering you will be invited to complete the Leadership/Impact® (L/I) inventory from Human Synergistics International. The L/I provides executives and directors with unique insights into their personal leadership strategies — and the impact of those strategies on others’ behavior and performance. The product of extensive leadership effectiveness research, this 360° style feedback assessment for leaders is used by organizations worldwide.  You will also be asked to invite up to 12 peers, managers, or subordinates to complete the L/I Description-by-Others inventory, in which they provide feedback on your leadership impact and overall effectiveness.   See below for important L/I invitation timing information. We will be using the aggregated L/I results of the Leadership Summit’s participants – in combination with content and lessons learned from around the country – so that you may walk away with actionable and personalized strategies for improving your own leadership. IMPORTANT L/I INVITATION TIMING INFORMATION All leaders registering by May 11, 2018 will have guaranteed inclusion in the composite training group and receive individual results at the conference.  Leaders registering after May 11, 2018 will be sent an L/I invitation before the conference, and every effort will be made to include the results in the composite training group and to provide individual results at the conference. Individual results will be provided no later than the end of August.
Time
1:30 PM - 5:00 PM
1:30 PM

Tuesday, 10 July 2018

 
Time
7:30 AM - 1:30 PM
7:30 AM
Join your peers and other community leaders for our opening session at the 19th Annual Wipfli National Training Conference. You’ll hear important and impactful messages from our three dynamic and well-known keynote speakers to help you understand tools and resources available to your organization to help you meet your mission. GuideStar's Adrian Bordone will talk about his experiences with innovative leaders who have learned that the right tools can help them leverage their nonprofit’s financial and impact data to amplify their voice. Adrian will provide a deeper understanding into donor segments and how to make the most of the data you have. Sage Intacct’s Kent Hollrah and Katie McCloskey want to help you make the most of your resources today. Your organization is committed to serving your community for the long-term and with the right digital tools, it is easy to take control of your financials and trace dollars from funding through impact. Learn how other organizations are measuring their outcome metrics and ensuring they’re being reported to stakeholders, including potential donors, charity evaluators, and even other organizations.
Time
9:30 AM - 12:00 PM
9:30 AM
The full schedule for sessions is now available.
Time
1:30 PM - 5:00 PM
1:30 PM
This learning session provides the history of quality focus in health care. Attendees will review the structure and components of a full-scope quality management program and discover how to incorporate staff efforts into the performance improvement objectives in order to successfully respond to grant requirements, participate in population health initiatives, and create metrics for the organization’s mission. Discussion will include Medicare missed opportunities.
Time
1:30 PM - 5:00 PM
1:30 PM
Using examples of real-life fraud schemes that have been perpetrated, we will discuss the internal controls that failed, alternative controls that could have alleviated these control weaknesses, and the various costs associated with making these system changes.
Time
1:30 PM - 5:00 PM
1:30 PM
In this session we will emphasize how to generate profits in your organization, either by starting a business venture or through social enterprise. The session topics will include:     - Ideas for developing a business.    - Possibilities in social enterprise.    - Analyzing financial performance.    - Understanding how federal regulations fit in. There will be an opportunity for participants to brainstorm new business and social enterprise ideas for an interactive discussion between participants and the trainers.
Time
1:30 PM - 5:00 PM
1:30 PM
Your culture—more than your brand, strategy, grant money, talent or technology—is the greatest driver of outcomes for your agency. How well do you understand your culture and how it works for (or against) your biggest goals and your mission in the community? Most would admit "not enough." This session will be facilitated in groups using a new and very unique visual map to accelerate learning.
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
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
1:30 PM - 5:00 PM
1:30 PM
From process automation to artificial intelligence, there are several technology trends affecting the future of the nonprofit sector. Whether analyzing data or collaborating with constituents, it’s important to look ahead when investing in the future of your nonprofit. Follow along as we list four technology trends to watch for in the not-so-distant future.
Time
1:30 PM - 5:00 PM
1:30 PM
This updated session will discuss various ways to analyze the data you currently have but may not be using effectively. We will discuss ways to assist you when trying to relate financial information to non-financially savvy individuals.  We will cover:   - Providing effective financial analysis throughout the year.     - Creation and use of trend analysis.    - Budget preparation and use.    - Board reports and narration.   - Analytical procedures and how they can help you.    - Use of projecting as a tool.   - A variety of financial analyses to assist you in using the information you currently have to enhance your organization’s financial reporting.
Time
1:30 PM - 5:00 PM
1:30 PM
Are you tired of relying on spreadsheets to track your budgets and forecast? If so, you will learn in this session how nonprofit organizations are moving to Host Analytics, a cloud-based budgeting, forecasting, and reporting system, to streamline the budgeting and forecasting process, and to gain better insight into their financial health.
Time
1:30 PM - 3:05 PM
1:30 PM
Is your nonprofit organization faced with the challenge of controlling administrative expenses with changing funding levels—doing more with less? Are you struggling to compete when recruiting and paying comparable wages? Could “sharing the load” open up opportunities to offer more programs or services? In this session we will discuss shared services solutions for administration, fiscal, and IT services.
Time
1:30 PM - 3:05 PM
1:30 PM
How can you set your organization apart from the more than 1.6 million nonprofits in the United States? One valuable tool to increase your organization’s online visibility is your GuideStar Nonprofit Profile, which puts you in front of nine million unique visitors on GuideStar. In this session, GuideStar’s Vice President of Strategic Partnerships, Adrian Bordone, will highlight the extensive benefits of your organization’s GuideStar Nonprofit Profile and teach you how to maximize this tool so you can reach key decision makers. You will leave this workshop with the tools to achieve the Platinum Seal of Transparency, GuideStar’s highest level of nonprofit participation.
Time
1:30 PM - 3:05 PM
1:30 PM
Indirect cost management for grant-funded organizations is crucial to successful management of grant awards. Learn best practice techniques for managing your indirect cost rates within Sage Intacct. See techniques for using multiple sets of books to track provisional, predetermined, fixed, and de minimus rates (in compliance with 2 CFR 200) to ensure you are being reimbursed at the largest possible rate.
Time
3:25 PM - 5:00 PM
3:25 PM
Your organization's support departments perform a range of activities, but is each individual performing the right ones? 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 in on the finance department. We will discuss appropriate roles and responsibilities for each level of an accounting department’s staff, 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 support departments.
Time
3:25 PM - 5:00 PM
3:25 PM
Your organization relies on data and systems to provide your services. With the increase in cyber attacks, no organization is immune from being a target, no matter how big or how small the organization is. In this session, we will discuss recent data breaches and successful hacks and identify how the perpetrators were able to compromise the security controls. We will also provide a roadmap you can use within your organization to reduce your risk of cybersecurity attacks. Come prepared to share experiences and learn from others.
Time
3:25 PM - 5:00 PM
3:25 PM
Not achieving the CLASS score is a common reason for entering the (DRS) process. This introductory session reviews what CLASS is and provides hints for avoiding DRS.
Time
3:25 PM - 5:00 PM
3:25 PM
In this session, Chris Llorente (SAP Concur) will introduce you to the seven effective ways nonprofits are controlling costs and driving down admin overload via expense management & AP automation. You will learn how to unlock powerful insights that help you reduce complexity and see spending clearly, so you can manage it proactively. SAP Concur works with nonprofits of all sizes and stages beyond automation to a completely connected spend management solution encompassing travel, expense, invoice, compliance and risk.
Time
3:25 PM - 5:00 PM
3:25 PM
There are many reasons why organizations need to be thinking about succession planning.  With the changing realities across the workplace today and the impending retirement of the baby boomers, this will have a major impact for many businesses.  Is your organization one that will be impacted? Join Rick Dreher, current Managing Partner at Wipfli LLP, and Kurt Gresens, Practice Partner, as they share Wipfli’s process in selecting our next managing partner as well as the transition of other leaders in the organization as they retire from the firm.  There will be time for Q&A on issues affecting your organization in this area.   • MP Transition Process (Executive)     o Process and Timing     o Board of Directors and Task Force roles     o Outside consultant     o Testing /Tools   • Retiring Partner Process (Leader Positions)     o Guidance        -Timeline expectations        -Client relationships/transitions     o Tools        -Action plans   • Q&A on issues affecting your organization
Time
3:25 PM - 5:00 PM
3:25 PM
Do you want to make connections with your peers? How about having a chance to talk with other leaders about the success and/or struggles you’ve experienced leading your organization? Would you like to get additional insight from the Wipfli staff and trainers, or just get to know them? We want to get to know you, and we hope you’ll join us at our Evening With Wipfli. Join us for an evening of fun that includes opportunities to: Network with your peers Talk with Wipfli staff and trainers Win a donation check to your agency just for being in attendance! Enjoy appetizers And more! There will be a cash bar serving beer and wine. Nonalcoholic drinks will be complimentary.
Time
5:30 PM - 7:00 PM
5:30 PM

Wednesday, 11 July 2018

 
Review the 2017 NCQA PCMH standards and demonstrate how each fits into health center operations. The standards include team-based care and practice organization, knowing and managing your patients, patient-centered access and continuity, care management and support, care coordination and care transitions, and performance measurement and quality improvement.  Action planning tools will be provided to help the attendees document deficiencies and potential action steps to improve perfomance.
Time
8:15 AM - 11:45 AM
8:15 AM
The changes to the recording and reporting of assets and liabilities in the financial statements as a result of these two new pronouncements is significant. This session will provide an overview of these pronouncements and how they will affect your government.
Time
8:15 AM - 11:45 AM
8:15 AM
If you are interested in learning why so many nonprofits are switching to Sage Intacct to help them track and measure outcomes, this is your session. You will learn how Intacct provides greater efficiency and managerial visibility so that nonprofits can drive down costs while fully pursing their organization's mission. You will also learn basic Sage Intacct dashboard and reporting capabilities.
Time
8:15 AM - 11:45 AM
8:15 AM
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 the financial results of an agency over a five-year period will be analyzed.
Time
8:15 AM - 11:45 AM
8:15 AM
Head Start/Early Head Start programs are required to use data for decision making in all programmatic areas as well as the Self-Assessment. This session will be an introduction to data utilization for programmatic decision making. This interactive session will focus on different types of data, the data utilization cycle, data dialogs, and action planning. The session will conclude with a case study on how data was used to significantly increase the CLASS scores for one agency.
Time
8:15 AM - 11:45 AM
8:15 AM
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
8:15 AM - 11:45 AM
8:15 AM
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 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
8:15 AM - 11:45 AM
8:15 AM
Health and welfare plans are commonly neglected by plan sponsors who are misinformed about reporting and disclosure requirements. In this session we will explore the Form 5500 for health and welfare plans and how to utilize the delinquent filer voluntary compliance program as well as wrap plans to simplify and minimize penalties. We will discuss cafeteria plan compliance including plan document requirements, nondiscrimination testing requirements, and flexible spending accounts for health care and dependent care, including the use-it-or-lose-it rule, what items qualify for reimbursement, pretax premium option, and HSAs. We also will address the tax benefits of these plans, as well as various practical applications, including how to increase participation in cafeteria plans.
Time
8:15 AM - 11:45 AM
8:15 AM
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 maximize the service you provide to your clients and your communities.
Time
8:15 AM - 11:45 AM
8:15 AM
It is natural to be anxious when the media come to you for an interview. You want the messages about your organization and your mission to reach the community in a positive light. Join this session to gain tips on doing just that. Bring your cell phone, your smile, and your creative energy as we practice, practice, and practice—so you can be prepared and confident using the media to convey your message.
Time
8:15 AM - 9:50 AM
8:15 AM
Computer intrusions and misuse, phishing, sabotage, corporate espionage, lost or stolen laptops, backup tapes—these are just some examples of the incidents plaguing organizations today. Are you prepared? Not all incidents can be prevented, but an effective incident response program can mitigate their impact and hasten resolution. Once a security incident is suspected, it is critical to move quickly to corroborate the incident in a manner that preserves potential evidence for later use. This session will highlight the common risks organizations face and ways in which they can prepare and respond promptly and effectively.
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
8:15 AM - 9:50 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 your organization can implement effective controls in lean staffing environments.
Time
10:10 AM - 11:45 AM
10:10 AM
As the demand and competition for quality and talent in our Head Start programs grow, we need to rethink the way we approach and strategize for compensation plans. Join Wipfli’s expert in Head Start wage comparability to discuss compensation trends, strong compensation philosophies, and how to address the competitive labor market through a dedicated process for understanding and overcoming the belief that Head Start programs just “can’t pay enough.”
Time
10:10 AM - 11:45 AM
10:10 AM
Most nonprofits hold a fundraising event at some point in time, and there is a lot of confusion about how to report these events and what best practices should be in place for them. Join us in this session to learn from your peers about what has worked for them and to ensure you are in compliance on the Form 990 with your own events.
Time
10:10 AM - 11:45 AM
10:10 AM
Research clearly indicates that the most critical success factor for any change initiative is effective leadership and sponsorship, yet very few leaders and managers truly understand exactly how to perform the role. This session will focus on defining the role of a change leader and providing tools and techniques to help best ensure change management success.
Time
1:30 PM - 5:00 PM
1:30 PM
Internal controls are emphasized even more in the new Uniform Guidance. This session will focus on how an auditor analyzes internal controls throughout the audit process. We specifically will cover internal controls best practices.  If you are a fiscal officer, program director, or program staff, join us for this session to discuss the internal controls your organization must have regarding:    - Assets     - Liabilities     - Revenue and expense accounts  We will even give you fraud prevention suggestions for these areas.
Time
1:30 PM - 5:00 PM
1:30 PM
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
Are you tired of the words "strategic planning"? We can help! 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
1:30 PM - 5:00 PM
1:30 PM
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
1:30 PM - 5:00 PM
1:30 PM
If you are not already familiar with Form 990, or you desire a refresher, this course is for you. This hands-on session will familiarize you with some of the key considerations for the Form 990 to get you ready to file. Come to this session to explore the answers to the following questions:   - What changes/clarifications have been made during the year to the Form 990, and how will they affect my organization and me in my role?   - What are all those questions on the Form 990, and what do they mean to my organization?    - How do I properly report the organization's board of directors’ members and employees on the Form 990? What do all the different employee classifications mean?  These questions and more will be answered as we walk through Form 990 and all of its schedules during our discussion. Bring specific questions to this updated session, and we'll discuss them as a group.
Time
1:30 PM - 5:00 PM
1:30 PM
If you are interested in seeing the power of Sage Intacct, a modern financial accounting and reporting system, then this session is for you. You will learn how Sage Intacct provides better visibility into outcomes and financial results, streamlines and automates processes, increases collaboration across the organization, and integrates with other systems..
Time
1:30 PM - 3:05 PM
1:30 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
1:30 PM - 3:05 PM
1:30 PM
If you wish to expand your practical knowledge of retirement plans, this session is for you. We will discuss common plan provisions as well as the advantages and/or disadvantages of each provision. For example, did you know that 401(k), 403(b), and governmental 457(b) plans can offer a Roth feature? Do you and your employees understand the differences and when it is advantageous to utilize this provision? We will explore this provision and many others, as well as the administrative and tax implications of each provision. We will compare and contrast provisions between the plans, including the types of investments allowed, nondiscrimination testing requirements, statutory exemptions, and the overall plan design. We will also provide practical examples for determining the best plan in various circumstances.
Time
1:30 PM - 3:05 PM
1:30 PM
What are the benefits of a Human Resources Information System (HRIS)? Is it right for your organization? How do you choose a system? This session will walk through the steps for choosing an HRIS. From defining key requirements through vendor negotiation, this session will be an education and dialog, removing the mystery from your next system purchase.
Time
1:30 PM - 3:05 PM
1:30 PM
Financial and operational experts with many years of experiences with FQHCs, RHCs, community clinics, and county-based clinics will be gathered in one room. Join this session to meet and ask them your pressing questions. During this interactive session, learn from the panelists and the audience. Remember to bring your questions.
Time
1:30 PM - 3:05 PM
1:30 PM
You've just discovered potential fraud by a coworker! This evokes a range of emotions including anger, sadness, or potentially guilt. What will you do next? What should you do next? What pitfalls should you avoid? Attendees will walk through a real-life example of potential wrongdoing and discuss what options and risks exist for the organization as it determines whether—and how best—to proceed.
Time
3:25 PM - 5:00 PM
3:25 PM
In a tightening labor market for qualified accountants, organizations are facing increased difficulty in attracting and retaining qualified accounting staff at all levels. Some organizations are turning to outsourced accounting solutions for payroll, accounts payable, and even CFO positions. Outsourced solutions can be a way to improve quality and/or reduce the costs of your accounting functions but may not be the right solution for everyone. Join in this session to find out whether your organization might be a good candidate for outsourced accounting solutions.
Time
3:25 PM - 5:00 PM
3:25 PM
Your organization's fiscal department performs a range of activities, but is each individual performing the right ones? 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's fiscal department. We will discuss general roles and responsibilities for each level of an accounting department’s staff, 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
3:25 PM - 5:00 PM
3:25 PM
In this session we will provide an overview of the health care reform law and cover recent updates. The emphasis will be on helping employers better understand the provisions of health care reform and its impact on their organizations. We will also provide insight about the steps employers need to take to comply with the law.
Time
3:25 PM - 5:00 PM
3:25 PM

Thursday, 12 July 2018

 
In this session we will dig into the development/fundraising process.  If you don’t currently have a development department or if yours needs to grow, this session is for you. We will discover ways to find new people who are passionate about your cause and ways to engage current donors. Discussion will include ways to build a repeatable process to help manage your fundraising communications in a multi-media world and ways to engage current employees, board members, and volunteers to perform the work. We will end the session by making asking for money easy so it becomes your favorite part of your job.
Time
8:15 AM - 11:45 AM
8:15 AM
Data analytics can be an incredibly powerful deterrent, if used correctly, to potentially identify fraud, waste, and abuse within your organization.  In this lively and interactive session, we will:  * Develop a business case for using data analytics  * Discuss how to develop effective and efficient data analytics  * Compare different tools used for performing data analytics  * Determine what areas are best to perform data analytics on  * Provide examples of data analytic tests that can be performed  * Analyze data files via a live demo using specialized audit software. Executing data analytics is not as complicated as it may appear to be. But it does take good planning and intentional focus to make it come to fruition. You should come out of this session much more informed and better prepared to use data analytics in your own organization to potentially identify fraud, waste, and abuse.
Time
8:15 AM - 11:45 AM
8:15 AM
Building a community-focused strategic plan with an engaged board and stakeholders is critical, but the devil is in the details! Executing the plan always involves change. Because your vision and goals involve change at many levels, you have 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 falling back on 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
8:15 AM - 11:45 AM
8:15 AM
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 challenging 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
8:15 AM - 11:45 AM
8:15 AM
The Office of Head Start (OHS) has 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 Aligned Monitoring System 2.0 and Focus Area 1 and Focus Area 2 expectations. 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
Nonprofits everywhere are realizing it has become increasingly difficult to continue to drive impact in the communities we serve. If it isn’t the unrelenting wave of social issues, it’s the decreasing amount of resources we are given to drive change. What we need is a means to transform the way we work so we can do far more with the resources that are available. Technology has extraordinary power, but technology alone is not the answer. Adopting a well-thought-out digital strategy that connects our people, process, and technology can not only improve the way we work, but deliver our mission to our communities. In this session, we’ll make the case for why nonprofits need to digitally transform and provide practical guidance on how to start building a transformative digital strategy.
Time
8:15 AM - 11:45 AM
8:15 AM
Research demonstrates that the vast majority of employees do not leave an organization; rather, they leave their leader. Ineffective leaders cause employees to become disconnected and disengaged, resulting in turnover, or worse yet, quitting while still on the job! In this highly interactive session, we will identify how your leadership style and behaviors impact individuals and teams. Every participant will have the opportunity to experience Predictive Index®, a behavioral assessment tool that demonstrates the power (and ease) of understanding your own behavioral preferences and that of the team you lead. Join us in learning how you can become more productive and effective as a leader through self-awareness.
Time
8:15 AM - 11:45 AM
8:15 AM
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
The Uniform Guidance gave nonfederal 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
8:15 AM - 9:50 AM
8:15 AM
This session will provide an overview of cost report need-to-know concepts and the type of information required for the Medicare cost report. We will discuss rate setting and rate rebasing concepts, including cost analysis and management, and explore various types of Medicare billing opportunities that are often missed or overlooked by clinics.
Time
8:15 AM - 9:50 AM
8:15 AM
Identity theft, or identity fraud, is a crime that can have substantial financial and emotional consequences. This session will provide tips on how to take precautions with personal information and, if you become a victim, the steps to take immediately to minimize the damage.
Time
8:15 AM - 9:50 AM
8:15 AM
When was the last time you updated your financial policies and procedures manual? In this session, we will cover model financial policies and procedures, discuss what’s new with the Uniform Guidance changes, and provide you with a process for updating your manual.
Time
8:15 AM - 9:50 AM
8:15 AM
Description Coming Soon!
Time
8:15 AM - 9:50 AM
8:15 AM
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
10:10 AM - 11:45 AM
10:10 AM
In this session we will examine common significant deficiencies and material weaknesses in financial reporting and determine the cause. We will also discuss the differences between significant deficiencies and material weaknesses. We will do a case study of common findings in financial audits and how to avoid them (i.e., having the ability to prepare your own financial statements, posting journal entries, accruing for unrecorded liabilities, handling trade-ins for both governmental and financial audits, and component unit determination).
Time
10:10 AM - 11:45 AM
10:10 AM
The key to having a successful and sustainable cybersecurity program, is building a culture of awareness. This starts with setting the tone at the top, allocating resources to manage risk, training employees, and providing communication to the board and other stakeholders. This session will provide tips on how to create a culture of security awareness.
Time
10:10 AM - 11:45 AM
10:10 AM
Do you ever ask yourself what the purpose of a retirement plan audit is? If so, hear from an experienced retirement plan auditor how to best prepare for the efficient completion of your plan audit. Also, we will discuss the most common errors found during a plan audit and how to avoid these issues in your organization.
Time
10:10 AM - 11:45 AM
10:10 AM
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, you still need to determine what must or should be retained and for how long. Add to the information mix the 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
How does an organization implement micro-purchases? What is a sealed bid, and when is it used? When do you 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 related to the implementation and compliance with the regulations.
Time
1:30 PM - 5:00 PM
1:30 PM
Is your organization's culture helping, hindering, or having no impact on your performance? 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, modern research, and new options for measurement and action!
Time
1:30 PM - 5:00 PM
1:30 PM
We will provide an overview of the governmental reporting model, how to understand the differences between government-wide statements and fund statements, how to determine a major fund and how it is reported, and the difference between a major fund and a major program. We also will cover how to read financial statements as a user. We will do a case study to determine major funds and reconcile fund statements to government-wide statements.
Time
1:30 PM - 5:00 PM
1:30 PM
The workforce is changing rapidly, and so must our approach to recruitment and selection of the next Head Start superstars. From job postings to onboarding, there are opportunities to attract and engage talent that will help your program thrive. Join this session to discover creative elements you can infuse into a hiring process that also meets requirements.
Time
1:30 PM - 5:00 PM
1:30 PM
What are the benefits of a donor management software system? How do you choose a system? In this session, we will discuss what to look for as you review fundraising software. Which bells and whistles are most needed for your fundraising efforts? What do you really need to track to have successful interactions with donors in your organization? From defining key requirements through vendor negotiation, this session will be an education and dialog, removing the mystery from your next system purchase.
Time
1:30 PM - 3:05 PM
1:30 PM
Each year, health center grantees report on their performance using the measures defined in the Uniform Data System (UDS). This session will provide health center staff with an overview of the UDS reporting system, discuss methods of efficiently gathering and reporting this data, and illustrate how UDS data can be used to compare your results with other similar organizations.
Time
1:30 PM - 3:05 PM
1:30 PM
The new Uniform Guidance Compliance Supplement is the driver of all audits for grant-funded programs. It provides the auditor with specific steps to follow while auditing the compliance section. This session, which has been updated for the 2017 Compliance Supplement, will explain the supplement and the audit approach. We will discuss many of the specific requirements regarding programs provided by grant-funded agencies. This is a must-attend session for fiscal officers and program managers alike.
Time
1:30 PM - 3:05 PM
1:30 PM
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
1:30 PM - 3:05 PM
1:30 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
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
This interactive, hands-on session will provide you with tools, checklists, and resources needed to run and operate your incident command/emergency operations center. During this session, you will fill a role within your facility.
Time
1:30 PM - 3:05 PM
1:30 PM
The Emergency Preparedness Rule requires providers to develop a comprehensive Emergency Preparedness Program ("EP Program"). The EP Program describes a facility's comprehensive approach to meeting the health, safety, and security needs of the facility, its staff, their patient population, and community prior to, during, and after an emergency or disaster. An EP Program encompasses four core elements:  an emergency plan that is based on a risk assessment and incorporates an all-hazards approach; policies and procedures; a communication plan; and a training and exercise program.
Time
3:25 PM - 5:00 PM
3:25 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
3:25 PM - 5:00 PM
3:25 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
3:25 PM - 5:00 PM
3:25 PM
How do I keep my website relevant? How do I engage more donors and volunteers through social media? How do I properly secure my website? If you’ve asked yourself any of these questions recently, you will want to come and see mobile-first, social-centric solutions that can help you get answers.  In this session, Wipfli’s Web experts will showcase tips, tricks, and tools that can make for a successful online and social presence. Optionally, all attendees can receive a free 10-point review of their current website.
Time
3:25 PM - 5:00 PM
3:25 PM
You have been tasked with finding new software for your organization. How do you choose the right one? This session will walk through the steps for choosing an enterprise software system.  From defining key requirements through vendor negotiation, this session will be an education and dialog—removing the mystery from your next system purchase.
Time
3:25 PM - 5:00 PM
3:25 PM
With the recent adoption of the Tax Cuts and Jobs Act, tax-exempt organizations will be facing some serious changes. In this session, we will discuss what reporting changes exempt organizations will face, including one of the largest pitfalls—the increase to the standard deduction, which could potentially decrease individual charitable giving. We will look at ways to proactively prepare for this loss of contributions and ways to invest our development dollars wisely.
Time
3:25 PM - 5:00 PM
3:25 PM

Friday, 13 July 2018

 
Nonprofit organizations are required to establish and maintain effective internal controls. What does this mean for your organization? The Uniform Guidance states 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
8:15 AM - 11:45 AM
8:15 AM
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
8:15 AM - 11:45 AM
8:15 AM
How many times as a leader have you felt just, well let's say it, stupid? And this is not the kind of stupid where you don't know some tidbit of information. This is the kind where you are trying to engage people in your organization to embrace the vision and act on strategies (or maybe just some tasks) and you are met with the deer-in-the-headlights stare. As leaders, we've all been there. Why does this happen? Our tradition has been to blame the deer. But what if it's us? What if our people and our organization are continuing to evolve and we have not caught up to their needs? This session will help you explore what is needed to avoid the stupidity and lead the organization you are becoming.
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
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 that donors were most inspired to give 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 and, in turn, increase your ability to fundraise 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 its 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
8:15 AM - 11:45 AM
8:15 AM
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
8:15 AM - 11:45 AM
8:15 AM
Succession planning and budgeting can be difficult and time-consuming tasks for many governments and nonprofits. Unfortunately, it is common to see expenses increasing at a rate higher than that of funding being available, as well as individuals retiring at an unprecedented rate. This class will explore best practices in budgeting techniques, budget processes, capital budgeting, and long-term strategy and planning as they relate to succession planning. Feel free to bring and share your own ideas and questions, and we will have an open discussion to help everyone become more comfortable with the budget process and address challenges all organizations are facing related to succession planning.
Time
8:15 AM - 11:45 AM
8:15 AM
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 an employee's 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
8:15 AM - 9:50 AM
8:15 AM
Learn the differences between "commercial" accounting and fund/nonprofit accounting, including recording promises to give, restricted contributions, in-kind revenues/expenses, agency transactions, reporting disclosures, and more. This training will give you an overview of the concepts behind these concepts that are unique to nonprofit and governmental entities. Because of upcoming changes in revenue recognition standards, this topic will be discussed in a separate mini-session.
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 having a discussion about 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
8:15 AM - 9:50 AM
8:15 AM
Businesses have a broad responsibility for managing both customer and internal data.  Going to the cloud may sound like an easy task, but important consideration must be given to the people, processes, technology, and regulatory factors at play. We will start by defining the reasons for your organization to go paperless and build a rubric from which to evaluate the endless solutions in the marketplace. Learn the regulations related to document retention, the basics of security, and best practices for effective record management.
Time
8:15 AM - 9:50 AM
8:15 AM
The new revenue recognition standards (Topic 606) are the most significant changes to GAAP in decades. These changes will impact nonprofit organizations less than businesses, but nonprofit entities will need to be aware of how these changes may impact their organization to prevent findings in the first years the standard is applicable. If you have exchange transactions, this session will help you understand whether these changes will impact your organization and how to update your policies and procedures for these changes.
Time
10:10 AM - 11:45 AM
10:10 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 Head Start administrative limit.
Time
10:10 AM - 11:45 AM
10:10 AM

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