18th Annual Wipfli National Training Conference

18th Annual Wipfli National Training Conference
Together, we make an impact! Join us for the 18th Annual Wipfli National 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 18th Annual Wipfli 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 June 16, 2017 will be charged $100 per person cancellation fee. If you cancel, you may send a substitute from your organization or transfer your registration fee to a future seminar without penalty. Participants who register but neither attend or cancel are charged for their full registration fee. Call 888.876.4992 for questions about this policy.

When
7/9/2017 - 7/14/2017
Where
Caesars Palace 3570 Las Vegas Blvd. S. Las Vegas, NV 89109

Program

   

Sunday, 09 July 2017

 
Time
11:00 AM - 1:30 PM
11:00 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
1:30 PM - 5:00 PM
1:30 PM
"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 HSPPS, we will explore the highlights of all of the Head Start Program Performance Standards (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, minimum staff requirements) The best part is that this preconference sets you up to attend the in-depth sessions offered throughout the conference."
Time
1:30 PM - 5:00 PM
1:30 PM

Monday, 10 July 2017

 
8:00 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
"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 HSPPS, we will explore the highlights of all of the Head Start Program Performance Standards (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, minimum staff requirements) The best part is that this preconference sets you up to attend the in-depth sessions offered throughout the conference."
Time
8:30 AM - 12:00 PM
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
1:30 PM - 5:00 PM
1:30 PM
"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 HSPPS, we will explore the highlights of all of the Head Start Program Performance Standards (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, minimum staff requirements) The best part is that this preconference sets you up to attend the in-depth sessions offered throughout the conference."
Time
1:30 PM - 5:00 PM
1:30 PM

Tuesday, 11 July 2017

 
Time
7:30 AM - 1:30 PM
7:30 AM
The future is a pretty exciting place. It's full of new opportunities to address the needs of our communities. Think of it, we'll have tools like Artificial Intelligence which can help us make better decisions, knowledge will be available at the sound of our voice helping guide us to better problem solving, we'll know more about the impacts of our efforts and where to steer our investments to produce the best possible outcomes, and our costs will be lower while our expectations will be higher. Can you see this? After all, you will be leading your organization into the future whether you see this or not. What we're really talking about is the evolution of your organization and your role in that process. We also know that evolution is pretty unforgiving to those who don't adapt to the world around them. Will your organization evolve into a thriving future entity or will it evolve into extinction? The decisions you make today can impact your organization's evolution. And your community is depending on you to help guide your organization's evolution. Please join Wipfli's Brian Dietz, Steve Lipton and Denes Tobie along with Denise Harlow, CEO of the Community Action Partnership, as they share a vision of the organization of the future. This team will present a peek into how the organization of the future will operate along with a discussion of our current operating realities. There is a path and a process to guiding your organization through evolution. By understanding what is coming we are better prepared to make the right decisions today. Our communities depend on us to guide our organizations down the evolutionary path. Let's start here.
Time
10:00 AM - 11:45 AM
10:00 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, 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
"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 nonfinancially-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
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
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
If you are interested in learning why so many nonprofits are switching to Intacct, this is your session. You will learn how Intacct provides greater efficiency and managerial visibility so your nonprofit can drive down costs while fully pursing your organization's mission. You will also learn basic Intacct navigation and how it handles general accounting functions.
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, and 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
Get an update on new functionality in MIP and new products, as well as tips and tricks.
Time
1:30 PM - 5:00 PM
1:30 PM
Pensions are a hot topic for governments, as proven by the GASB's continued focus on pension standards in the last few years. We will discuss the recent pension and OPEB standards and their impact on the financial statements. This session will start with a basic description of each plan, continue with the applicable disclosures required, and then end with an in-depth analysis of the assumptions and disclosures in the financial statements to help understand the reasons and background of the information presented. Anyone involved in preparing or reviewing financial statements will benefit from this session.
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
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
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
Time
5:30 PM - 7:00 PM
5:30 PM

Wednesday, 12 July 2017

 
"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 will maximize the service you provide to your clients and your communities.
Time
8:15 AM - 11:45 AM
8:15 AM
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
8:15 AM - 11:45 AM
8:15 AM
This session is designed to benefit organizations that intend to expand programs, services, or locations by illustrating a planning process designed to properly evaluate expansion opportunities, as wll as a planned approach to implementation.
Time
8:15 AM - 11:45 AM
8:15 AM
CFOs and finance staff for nonprofits will benefit from this overview of new and recent FASB pronouncements. Gain expertise from a high-level approach to financial reporting issues backed by detailed descriptions and examples of the implementation of new standards. This training session guides you in assessing recent FASB guidance that has a major effect on nonprofits and provides you with an understanding of the latest pronouncements and exposure documents so you are able to develop implementation strategies. In addition, we will provide an overview of the latest auditing standards and how they will affect your organization’s audit process.
Time
8:15 AM - 11:45 AM
8:15 AM
"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
Come prepared to unleash your creative side! Spend an afternoon telling and retelling your agency stories in different ways for different people. With the right story, your recognition in the community, your donor dollars, and your impact can flourish!
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. Executing data analytics is not as complicated as it may appear to be; however, 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 perform data analytics in your own organization to potentially identify fraud, waste, and abuse.
Time
8:15 AM - 11:45 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
When you know the tricks, setting up payroll is as easy as 1-2-3. Come to this mini-session to find out how to set up everything you need to process flawless payrolls. Earnings codes, benefit codes, deduction codes, and leave codes will become clear as we set up a payroll system from scratch and consider some of the most common elements seen in payroll systems of grant-funded programs. This is one of four mini-sessions offered to provide the complete picture of electronic time sheet entry for processing payroll in Abila MIP Fund Accounting, along with HR Management, Employee Web Services, and Payroll Processing.
Time
8:15 AM - 9:50 AM
8:15 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
8:15 AM - 9:50 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
By now, most of you are aware of the challenges presented by the Form 990. There are challenges for staff in gathering information and preparing and reviewing the Form 990. Executive directors and board members also face challenges, both in terms of understanding the returns and in making sure their organization puts its best foot forward with respect to explaining mission and operations and adopting policies and disclosures. This session is designed to provide a high-level understanding of the Form 990 and the efforts that are required for its completion.
Time
8:15 AM - 9:50 AM
8:15 AM
The Human Resource Management module in Abila MIP Fund Accounting offers the ability to keep track of extensive HR data, by employee, such as job history, complex benefit and leave plans, education, certifications, and more. But it can be confusing, since some of the setup still must be done in the Payroll module. Come to this session to learn how the two modules integrate and how to define custom options, track employee data, and process payrolls using additional functionality in the HR Management module. This is one of four mini-sessions offered to provide the complete picture of electronic time sheet entry for processing payroll in Abila MIP Fund Accounting, along with EWS, Payroll Setup, and Payroll Processing.
Time
10:10 AM - 11:45 AM
10:10 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
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
The purpose of this program is to obtain an understanding of unrelated business income (UBI), more specifically, an understanding of the distinctions between taxable and nontaxable income and some of the income tax implications of UBI activities. By the end of this program, attendees will be able to better understand how their current and potential revenue streams fit under UBI regulations and the general guidelines of how such revenue will be reported on their corresponding tax return.
Time
10:10 AM - 11:45 AM
10:10 AM
Budgeting can be a difficult and time-consuming task for many governments and nonprofits. Unfortunately, it is common to see expenses increasing at a rate higher than that of the funding being available. This class will explore best practices in budgeting techniques, budget processes, capital budgeting, and long-term strategy and planning. Although the class will be geared toward governments, other nonprofits may benefit from this discussion. 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 improve the financial status of your organization.
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
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
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
1:30 PM - 5:00 PM
1:30 PM
The Employee Web Services (EWS) module integrates with the Human Resource (HR) Management and Payroll (PR) modules in Abila MIP Fund Accounting. Processing payroll with EWS, HR, and PR can be tricky if not configured correctly. If you used to set up and process payroll without EWS and HR, and you now have both (or are thinking of investing in the complete solution), this mini-session is a must to understand the differences. This is one of four mini-sessions offered to provide the complete picture of electronic time sheet entry to processing payroll in Abila MIP Fund Accounting, along with HR Management, Payroll Setup, and Payroll Processing.
Time
1:30 PM - 3:05 PM
1:30 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
1:30 PM - 3:05 PM
1:30 PM
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
1:30 PM - 3:05 PM
1:30 PM
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
1:30 PM - 3:05 PM
1:30 PM
This session will provide detailed information regarding HRSA's On-Site Visit (OSV) to support health centers in meeting the 19 program requirements.
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 these provisions? We will explore this provision and many others, as well as the administrative and tax implications of each provision.
Time
1:30 PM - 3:05 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
The people you serve in your communities depend on you to be there, and having strong donor relationships and strategy can improve the sustainability of your organization. You know that it is getting harder to impact the community when relying solely on federal and state funding. You need a plan that allows donors to accomplish their philanthropic dreams through your organization. Join this session to gather tools for creating a dream catching fund development plan, one that helps you engage the donors you need in order to have the most significant impact on your community.
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 and will discuss methods of efficiently gathering and reporting this data.
Time
3:25 PM - 5:00 PM
3:25 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
3:25 PM - 5:00 PM
3:25 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
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
3:25 PM - 5:00 PM
3:25 PM
With today’s erratic federal and state funding, organizations need to have multiple funding streams. Having a strong donor-relation strategy can improve the sustainability of your organization. How can donor management software help you? 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? How can donor management software improve your relationships with those who support you most?
Time
3:25 PM - 5:00 PM
3:25 PM
Whether you have the EWS, HR management, or just Payroll module, at some point all processing is the same. This is the last of four mini-sessions that review how to calculate payroll, make any adjustments, print checks, create a direct deposit file, run reports, and finally transfer everything to accounting.
Time
3:25 PM - 5:00 PM
3:25 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
3:25 PM - 5:00 PM
3:25 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
3:25 PM - 5:00 PM
3:25 PM

Thursday, 13 July 2017

 
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
8:15 AM - 11:45 AM
8:15 AM
Learn the differences between "commercial" accounting and grant-funded accounting, including significant differences between GAAP reporting and grant reporting.
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
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
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 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
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
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
8:15 AM - 11:45 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
"We will discuss what workpapers need to be provided by your organization to effectively prepare the Form 990. There will be an overview of questions that change annually and how to gather the information to provide to your paid preparer in order to efficiently prepare the Form 990. The following questions, and many more, will be answered: - Why does my tax preparer need so much information? - What information has been provided for the financial statement audit that is also being used for the tax return? - What information has been only partially provided for the audit that requires more from the tax return? - What does the ideal information gathering and preparation process look like? - What is changing from year to year, and what is consistent on the form and PBC requests? "
Time
8:15 AM - 9:50 AM
8:15 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
8:15 AM - 9:50 AM
8:15 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 financials, posting journal entries, accruing for unrecorded liabilities, handling trade-ins for both governmental and financial audits, and component unit determination).
Time
8:15 AM - 9:50 AM
8:15 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
8:15 AM - 9:50 AM
8:15 AM
You've just discovered potential fraud by a coworker! This evokes a range of emotions including anger, sadness, and 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
8:15 AM - 9:50 AM
8:15 AM
Many people in your community depend on your being there. But does the community as a whole know your message? Do they understand who you are, what you do, and who you help? Join this session to create a multi-media communications plan that targets your entire community and especially people passionate about your cause.
Time
8:15 AM - 9:50 AM
8:15 AM
This session will highlight the key differences between 401(k) and 403(b) plans in the context of a plan sponsor. We will explore the concept of universal availability and its applicability to 403(b) plans, including its impact on eligibility, participant counts, and the audit requirement. We will compare/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 that favor 401(k) versus 403(b) and vice versa.
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 HS administrative limit.
Time
10:10 AM - 11:45 AM
10:10 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
10:10 AM - 11:45 AM
10:10 AM
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
10:10 AM - 11:45 AM
10:10 AM
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
10:10 AM - 11:45 AM
10:10 AM
In this Don’t Be a Secret: Rally Your Community Track, you are gathering concrete tools and tasks you can implement immediately when you return to your agency.  Hopefully you will be inspired to share your message with the community.  But who is going to “own” and do all of this work.  Join this session to find people in your agency who have the traits you need to be on your community presence team.
Time
10:10 AM - 11:45 AM
10:10 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
1:30 PM - 5:00 PM
1:30 PM
If you need to bring in transactions like journal entries from another source, such as an outsourced payroll provider, or import timesheet information into the payroll module of MIP, then this session is for you. We will learn how to create definition files to import data from other sources through the data import/export module, rather than having to retype everything.
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
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
Now that you’ve learned how to communicate with the media and the community, it’s time to practice your skills!  Bring your cell phone, your smile, and your creative energies as we practice, practice and practice so you can be prepared and confident sharing your message when you return home.
Time
1:30 PM - 5:00 PM
1:30 PM
When it comes to retirement plan fees, it is easy to get confused. We will explore the fundamentals of all of the plan-related fees charged to retirement plans and employers. The topics covered include mutual fund operating expense ratios, custodial fees, revenue sharing, and 12(b)(1) fees. We will also discuss fees required to be disclosed to plan participants under ERISA 404(a)(5) and to service providers under ERISA 408(b)(2).
Time
1:30 PM - 3:05 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 - 3:05 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
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
1:30 PM - 3:05 PM
1:30 PM
Do you have a "rubber stamp" board, relegated to just listening to a quarterly QI report and approving it? Or are the board members actively engaged in quality improvement efforts? Participants will learn about the evolution of the quality focus in health care and why the board's role in the governance of an organization is important to instilling formal adoption of a culture of quality. The components of a full-scope quality improvement program will be reviewed, and attendees will learn how to engage the health center's board members in the QI effort.
Time
1:30 PM - 3:05 PM
1:30 PM
There have been many changes to the Uniform Guidance since it was enacted in 2014. Attend this session to see what is new, what has been changed and what has been clarified. We will also review the key FAQ's issued by OMB since 2014.
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
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 nonfederal 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
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
Most nonprofits at some point in time hold a fundraising event and there is a lot of confusion about how to report these events and what best practices should be in place for these events. Join us in this session to learn from your peers about what has worked for them and to ensure you are in compliance in your own events on the Form 990.
Time
3:25 PM - 5:00 PM
3:25 PM
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
3:25 PM - 5:00 PM
3:25 PM
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
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

Friday, 14 July 2017

 
The Patient-Centered Medical Home (PCMH) model of care is here to stay. With health care reimbursement moving toward a value-based payment structure, adoption of the PCMH tenets is critically important. This session will review the 2017 NCQA PCMH standards and demonstrate how each fits into health center operations. Standards include access and continuity, team-based care, care management, care coordination, and quality improvement. Attendees will be guided through the creation of action steps to move the organization toward the PCMH model.
Time
8:15 AM - 11:45 AM
8:15 AM
Learn the powerful features built into MIP Reporting and the advanced reporting module DrillPoint to provide the customized financial statements you need.
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
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
The ability to successfully cope and thrive in a changing work environment is an ever-important skill in all organizations. This session will clarify why dealing with change is so difficult for many of us. We will examine the concept of change readiness and the important elements of successful change, including the elusive concept of sustaining change efforts for the long term.
Time
8:15 AM - 9:50 AM
8:15 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
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
"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
8:15 AM - 9:50 AM
8:15 AM
Are you a fiduciary with respect to your organization's retirement plan? As a fiduciary, do you understand your responsibilities to the plan participants? Please join this session to answer these questions, learn best practices in your role as fiduciary, and discover ways to reduce your fiduciary liability.
Time
8:15 AM - 9:50 AM
8:15 AM
In this session we will provide an overview of GASB pronouncements that are effective from June 30, 2017, through June 30, 2018, that affect RSI and SI. We will perform a case study in preparing an MD&A using example governmental financial statements, preparing RSI, and determining what is required and what disclosures go with it. We also will do a case study on preparation of a SEFA and showing the required disclosures and information needed to be presented in SEFA.
Time
10:10 AM - 11:45 AM
10:10 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
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

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