21st Annual Wipfli Nat'l Trng Conf & NEW Virtual Experience

21st Annual Wipfli Nat'l Trng Conf & NEW Virtual Experience

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


The Virtual Training Experience began July 14 and goes through October 8, 2020. 
The Online Conference is October 12-16, 2020. 
For the health and safety of all, the conference has been moved to an online format.

Cancellation Policy: A $100 cancellation fee will be applied if you wish to cancel your registration before July 13, 2020.  After July 13, 2020, no refunds will be given. 

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 other marketing related activities.

The National Training Pre-Conference Online

When: 10/12/2020 - 10/13/2020

The National Training Conference Online

When    10/12/2020 - 10/16/2020                                                                                                              

The National Training Conference – Virtual Training Experience

When    7/14/2020 - 10/13/2020

When
7/14/2020 - 10/16/2020
Where
On-site Moved To Online October 11-16, 2020

Program

   

Tuesday, 14 July 2020

 
Welcome to the virtual opening session at the 21st Annual Wipfli National Training Conference experience. Join your peers and other community leaders for our opening session to hear industry leaders tell their stories of change in 2020 – and explore how to continue being resilient for the rest of your year – and your career!
Time
10:00 AM - 12:00 PM
10:00 AM
This session is designed specifically for staff, policy council, parents and board members of Head Start/Early Head Start (HS/EHS) organizations. The Head Start requirements are like no others. You need to know what your role is to help keep your agency in compliance. Over the past few years, much more scrutiny has been placed on staff, policy council, parents and boards, and regulations and requirements are changing all the time. During this presentation and workshop, the audience will have the opportunity to hear information, share information, and work through scenarios to help them explore how to use the information back in their agencies.
Time
2:00 PM - 4:00 PM
2:00 PM

Thursday, 16 July 2020

 
Continuous improvement within an organization is a clear path to meeting the goals, objectives and most importantly, 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
10:00 AM - 12:00 PM
10:00 AM
Time
7/16/2020 1:30 PM - 7/20/2020 11:45 AM
1:30 PM

Monday, 20 July 2020

 
1:30 PM

Tuesday, 21 July 2020

 
The Head Start/Early Head Start (HS/EHS) program is more than 50 years old and still making an impact! Join this session for a high-level overview of: •The history of the program (why you do what you do). •The regulations you use to govern and keep in compliance (what you do and how to do it). •What is expected in the future, with current guidelines impacted by future funding/monitoring (where you are going). If you are just starting a new job in the HS/EHS program or just started an HS/EHS program, this session will give you an idea of what you need to learn to help you be successful.
Time
10:00 AM - 12:00 PM
10:00 AM
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
2:00 PM - 4:00 PM
2:00 PM

Thursday, 23 July 2020

 
Fundraising reporting and compliance can be challenging — especially when you start a new endeavor. Knowing what potential information needs to be tracked, what should be avoided and when all this reporting may occur is critical for any organization engaging in fundraising. Attendees of this training will get a better understanding of IRS rules and reporting required for their fundraising endeavors. Because of the wide range of attendees, we will avoid specifics on state requirements but will touch on the general approach taken. After the session, attendees will have a sound understanding of what they need to track and the questions they need to ask before their next fundraising endeavor.
Time
10:00 AM - 12:00 PM
10:00 AM
This session discusses the top 10 common security oversights in a non-profit organization's IT environment and recommendations on how to address them.
Time
2:00 PM - 4:00 PM
2:00 PM

Tuesday, 28 July 2020

 
Sage Intacct provides an extensive amount of out of the box functionality, but do you know how to customize the system to best fit your business needs? Learn how to utilize Platform Services to customize transactions, templates, and reports in Sage Intacct,
Time
10:00 AM - 12:00 PM
10:00 AM
Our peers are our best source of knowledge. In this session, we will bring together a group of leaders and leverage each other to help us improve our leadership knowledge.
Time
2:00 PM - 4:00 PM
2:00 PM

Thursday, 30 July 2020

 
This session will focus on how incorporating a centralized intake strategy can help your organization better serve your clients, increase collaborate across programs, and provide holistic, structured data to provide better reporting. We will address the primary challenges a centralized intake strategy aims to solve, as well as share our experiences on how to implement a strategy and cover technology tools that exist in this space.
Time
10:00 AM - 12:00 PM
10:00 AM
2020 has been quite a year so far. There has been trauma, and yet out of trauma comes hope. We have an opportunity as organization leaders to create honest and open conversations and actions about the racial divide in our organizations and how we can work to overcome it. This year has proven that we have a long way to go in addressing the biases our workforce faces in our workplace and our communities. Let's start the conversation and see what we can do to make ourselves better leaders for those who need it most right now. This session will be led by a diverse team sharing their experiences, frustrations and ideas. You will have time to ask your questions as well. Please join us for this important conversation.
Time
2:00 PM - 4:00 PM
2:00 PM

Tuesday, 04 August 2020

 
Proper budgeting is crucial for any program, especially Head Start programs. This session will cover the entire process, from setting up a budget to forecasting expenses to handling the final closeout of a grant. Applicable regulations will be explained throughout the process.
Time
10:00 AM - 12:00 PM
10:00 AM
A review of run, hide, fight — including a group discussion and tabletop exercise on what specific plans an organization can implement. Active participation that allows attendees to build upon a model tailored for their organization.
Time
2:00 PM - 4:00 PM
2:00 PM

Thursday, 06 August 2020

 
Total rewards encompass everything associated with the overall employment experience of employees. They transcend direct and indirect compensation. In this session we will identify and discuss the five key components of a total rewards system and the mindset organizations must have to be competitive in today's marketplace.
Time
10:00 AM - 12:00 PM
10:00 AM

Tuesday, 11 August 2020

 
The composition of the workforce is changing, and so are the best practices and strategy you need to get and keep the right talent. In this session we will discuss what you need to do in response to the changes in the workforce. Resumes are no longer an effective indicator of job success. Instead, organizations of the future are going beyond traditional approaches to hiring and are making data-driven decisions that predict candidate job success. The changing workforce is also showing a growing need for organizations to design unique employee experiences that build commitment to delivering business outcomes. This session will demystify some of the strategies that can be used for hiring and inspiring top talent, including the use of Predictive Index®.
Time
10:00 AM - 12:00 PM
10:00 AM

Thursday, 13 August 2020

 
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 real-life auditors 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
10:00 AM - 12:00 PM
10:00 AM
Time
2:00 PM - 4:00 PM
2:00 PM

Tuesday, 18 August 2020

 
We want to ensure that whether an employee is with us for a year or a career we get the best they have to offer. That starts with getting them on boarded quickly and allowing them to make impact quickly. Join this session for an action-packed hour and a half of practical take-a-ways.
Time
10:00 AM - 12:00 PM
10:00 AM
Budgeting and reporting can be stressful at times, but how do you know when it is time to ditch Excel? Join us as we discuss pain points that many organizations seek to eliminate by migrating to an application, benefits they receive from using an application, and steps you need to take before selecting an application.
Time
2:00 PM - 4:00 PM
2:00 PM

Thursday, 20 August 2020

 
Indirect cost management is a critical component of running a grant-funded organization. In this session you will learn how to leverage Sage Intacct to track, apply and analyze your indirect cost rate to ensure you are covering your costs.
Time
10:00 AM - 12:00 PM
10:00 AM
The importance of having an ICS in place. This is a tabletop exercise where attendees develop and start mapping contingencies for when an incident occurs. This session will prepare you for when disaster strikes and how your organization will address the complexities of safety, communication, use of resources and continuation of services.
Time
2:00 PM - 4:00 PM
2:00 PM

Tuesday, 25 August 2020

 
Considered to be one of the strongest delineators among top-performing organizations, culture has grown tremendously in popularity over the past decade or so. More and more organizations are shifting their focus to improving their culture because they recognize that culture sets the context for everything and everyone within it. But identifying, measuring and changing culture have been elusive for most. This session is designed to help build a common understanding of and language for culture to increase quality and effectiveness of culture change initiatives.
Time
10:00 AM - 12:00 PM
10:00 AM
The Head Start Act clearly states that goals for programs include “parent literacy training that leads to economic self-sufficiency and financial literacy.” Come hear easily transferable information about how to meet the requirement. Join a former banker (and person who lived in poverty) to engage in conversations about money! We will discuss the psychology of money, easy tricks to save money, pitfalls to avoid, and free resources in your community.
Time
2:00 PM - 4:00 PM
2:00 PM

Thursday, 27 August 2020

 
Your people are the heart of your organization — propelling your cause to the next level. When your top talent is spending more time on tracking their work hours than with your donors, it is time to make a change. Join us to learn how leveraging technology and getting away from manual processes not only reduces errors but gives your staff more time to focus on strategic activities, increases employee engagement and further the bottom line of your cause.
Time
10:00 AM - 12:00 PM
10:00 AM
Parents play a key role in the HS/EHS program. Join this online training to discuss how to engage (or reengage) parents and all volunteers in the program. We will discuss the history of parent involvement in the program. We will identify how parents are currently involved in programs. And we will explore ways engaged parents can be advocates for the program.
Time
2:00 PM - 4:00 PM
2:00 PM

Tuesday, 01 September 2020

 
The biggest failing of strategic planning efforts is not in the planning — it's in putting it into action. In this session we will explore both the discipline of action planning and the science of taking action plans through to execution. Approaches to managing a project portfolio, an annual and quarterly calendar and a 90-day timeline will be explored. Participants will use real-world examples to try out best practice approaches to breaking down action plans into projects, next steps and deliverable dates. The measurement of progress against objectives will be addressed for all levels of planning.
Time
10:00 AM - 12:00 PM
10:00 AM

Thursday, 03 September 2020

 
Internal controls continue to be emphasized in the 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
10:00 AM - 12:00 PM
10:00 AM
2:00 PM

Thursday, 10 September 2020

 
Managing volunteers can be far more difficult than managing employees. Without the incentive of a paycheck, how do you ensure volunteers arrive on time, work the hours needed, and complete the work to the best of their ability?  How do you integrate technology to engage your volunteer base and streamline administration?   In this session we will touch on: • Creating awareness and recruiting volunteers. • Onboarding, scheduling and training volunteers. • Leveraging technology to ease the process of managing volunteers. • Evaluating performance and increasing and assessing impact.
Time
10:00 AM - 12:00 PM
10:00 AM
Nothing stays the same. We know that in the regulatory environment more than anyone. If you are part of an agency going through change (and who isn’t right now), we are in a consistent flux. During the conference one of the positive feedbacks we receive is the option to ask the trainers questions. We are adding this session as an open forum for your questions and answers. We will explore how the regulations, guidance, auditing, reviews and more impact 2020 – and could impact 2021. Please note: There will be no CPE offered for this session.
Time
2:00 PM - 4:00 PM
2:00 PM

Tuesday, 15 September 2020

 
Preparing the 990 is a challenging endeavor with all the information reported. How does the reader of the 990 evaluate what all that information is saying about the organization? What sections are the most important? If I am not a finance person, what value do I bring to reviewing the 990 for my organization? Attendees of this session will learn what areas of the return to focus on during their review. What questions to ask their paid preparer? What are grantors looking at? What is the IRS looking at?
Time
10:00 AM - 12:00 PM
10:00 AM
Effective auditors have a broad range of soft skills in addition to their deep technical expertise. Using soft skills, the internal auditor can communicate effectively with others and gain the trust and respect of the auditee.
Time
2:00 PM - 4:00 PM
2:00 PM

Thursday, 17 September 2020

 
The Head Start Act and Head Start Program Performance Standards outline numerous health and safety requirements. It’s time to add the “why” to the “what” and “how” of the safety and health regulations. Join this session to hear easily transferable information about how to meet the requirement. Join a former Head Start employee to discuss how to go from “have-to” checklists to really embedding health and safety in the best parts of our jobs in working with children and families.
Time
10:00 AM - 12:00 PM
10:00 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
2:00 PM - 4:00 PM
2:00 PM

Tuesday, 22 September 2020

 
In this session we will walk through things to consider when evaluating the need for a finance transformation to include process improvement work and technology evaluation. Additionally, we will dive into best practices for project and change management when you have selected a system. We will also discuss best practices for integration exploration with your new system, and how to be a seasoned user post-go-live.
Time
10:00 AM - 12:00 PM
10:00 AM
As a nonprofit organization, it is critical to understand recent giving trends and their relevance to your organization’s impact. As we meet today’s challenges head on, we need to focus on what we can do today – to ensure the sustainability of our mission success. Join us as we look at 5 things you can do right now to ramp up faster and at what recent giving data tells us matters most - for growing your nonprofit’s funding. How do you leverage your data and performance metrics to better tell your story? How do you build engagement with donors to prioritize your mission? We’ll share some best practices, along with specific examples of how you can elevate your story to all generations of prospective donors to help strengthen sustainability for the long term.
Time
12:30 PM - 1:30 PM
12:30 PM
IT audits can be overwhelming and stressful, and the final report can be confusing. This session will discuss key steps your organization can take to prepare for an upcoming IT audit to reduce the anxiety and improve the overall experience. It will also help those who are responsible for reviewing IT audit reports understand what to look for and how to determine how the results impact the organization.
Time
2:00 PM - 4:00 PM
2:00 PM

Thursday, 24 September 2020

 
If you are interested in discovering why so many nonprofits are upgrading to Sage Intacct Cloud Financial Management, this session is for you. Join us as we highlight valuable functionality including: grant management, spend management, budget vs. actual and committed cost reporting, indirect cost allocations, and revenue recognition. Switching to Sage Intacct can help you worry less about the back office and free up time to pursue your organization’s mission with more focus than ever.
Time
10:00 AM - 12:00 PM
10:00 AM
This session provides an in-depth review of HRSA’s 18 program requirements, including detailed information about HRSA's operational on-site visit to support health centers. We will also discuss the HRSA scope change, including when a clinic is expanding sites.
Time
2:00 PM - 4:00 PM
2:00 PM

Tuesday, 29 September 2020

 
Internal controls can prevent embezzlement but may be a challenge to implement in smaller organizations. We will discuss common embezzlement schemes and how to prevent or catch them early with simple, basic internal controls.
Time
2:00 PM - 4:00 PM
2:00 PM

Thursday, 01 October 2020

 
The FQHC business environment is in a state of flux that includes opportunities for growth. How can health centers grow strategically, given all the uncertainties in the environment? What factors should be considered in evaluating a growth opportunity? What is the best method for growth? In this session, we will discuss these topics and offer a framework with which to evaluate the various options.
Time
2:00 PM - 4:00 PM
2:00 PM

Tuesday, 06 October 2020

 
Get a crash course on everything you need to know about offering a retirement plan to your employees, including the various plan types available to nonprofits/governmental entities and the advantages and disadvantages of each. Once you determine the best type of plan, we will dive into what you need to know about being a fiduciary and how to protect yourself and your organization. Finally, we will discuss best practices and avoiding pitfalls.
Time
10:00 AM - 12:00 PM
10:00 AM
NPO leaders face a complex business environment in which change is continuous and accelerating. Constant regulatory updates, rapid technological advancements and shifting cultural trends — with five generations now in the workforce — cause many leaders to ask themselves, “Who do I need to be to guide my organization into the future?” In this session, we explore new attributes needed by leaders in today’s dynamic world, as well as practice evidence-based techniques to develop these new attributes in current and future leaders.
Time
2:00 PM - 4:00 PM
2:00 PM

Thursday, 08 October 2020

 
The Uniform Guidance Compliance Supplement issued by OMB 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 2019 Compliance Supplement released in August 2019, 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
10:00 AM - 12:00 PM
10:00 AM
This session provides an overview of financial audit considerations related to the compliance requirements of the various sources of funding for the COVID-19  Public Health Emergency.  Areas impacted include general ledger revenue and expense recording, policies and procedures, single audit requirements, internal controls, supporting documentation and audit testing procedures.
Time
2:00 PM - 4:00 PM
2:00 PM

Monday, 12 October 2020

 
The Head Start Act identifies pages of guidelines that HS/EHS programs need to follow to stay in compliance. When you are implementing the Head Start Act, there are numerous things to consider, including how decisions impact your program. In this overview we will explore the Head Start Act and give you time to learn where to find information and dig into the details once you are back at the office. And since the Head Start Act goes hand-in-hand with the Head Start Program Performance Standards (HSPPS), we will explore the highlights of all of the HSPPS (45 CFR Parts 1301-1305). Our goal is to help you get comfortable with what HS/EHS programs need to follow to stay in compliance. We will pay special attention to the areas of:   - Definitions (They sometimes differ depending on the regulation.)   - Administrative requirements (administrative limitations, non-federal match [a/k/a in-kind], following 45 CFR Part 75).   - Power and functions (governing body, policy council, policy committees and administrative requirements).   - ERSEA (eligibility, recruitment, selection, enrollment and attendance).   - Records (what to keep, how to keep it and for how long).   - Qualifications and wages (background check and minimum staff requirements).
Time
8:30 AM - 12:00 PM
8:30 AM
Leadership is critical to achieving the organizational and individual goals in any agency. This one-day workshop unpacks the critical competencies necessary for a new or seasoned leader to improve the likelihood of success. It also provides a roadmap tor skill-building and practical application of concepts to take some of the mystery out of why some leaders are more successful than others. Conversations will include content in the following areas: • Leadership versus management • Effective communications and influence strategies • Problem solving and decision making • Goal and standard setting • Creation of a leadership roadmap to achieve success
Time
8:30 AM - 12:00 PM
8:30 AM
After an introduction and discussion of the laws and regulations, there will be a discussion of the general provisions and administrative requirements. We’ll focus on these key areas:     - Applicability of and implementation dates for the new regulations     - Standards for financial management systems and internal controls     - Property and equipment     - Program income     - Budget revisions     - Procurement     - Requirements for pass-through agencies     - Reporting and record retention requirements
Time
8:30 AM - 12:00 PM
8:30 AM
Time
1:30 PM - 5:00 PM
1:30 PM

Tuesday, 13 October 2020

 
9:30 AM
Join your peers and other community leaders for our opening session at the 21st Annual Wipfli National Training Conference.
Time
12:30 PM - 2:30 PM
12:30 PM
The world has changed significantly and will continue to do so at an even more rapid pace. Cloud computing, artificial intelligence, shared services, outsourcing and blockchain will continue to be drivers for change that impact the accounting functions in our organizations. Join this journey as we explore where accounting is heading.
Time
3:00 PM - 4:30 PM
3:00 PM
This session will discuss performance measures, both financial and operational, related to meeting organizational goals and objectives. We will discuss why you need to measure performance, effective reporting methods, performance dashboards and what your key stakeholders expect from you.
Time
3:00 PM - 4:30 PM
3:00 PM
There is guidance pending on numerous audit requirements. In addition, there have been guidance's issued that could be obsolete by October 2020. We could even see full regulation and guidance changes. Though the future is not clear, we will be watching for changes and share them with you during this session. We want to ensure we have the most up-to-date information for you, so we may not have the materials until after the session.
Time
3:00 PM - 4:30 PM
3:00 PM

Wednesday, 14 October 2020

 
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
Davis-Bacon Act compliance is an often-misunderstood requirement for Head Start organizations, and what is available can at times be difficult to interpret or understand. During this session, we will discuss definitions and examples of projects Davis-Bacon applies to. We will also explore ways organizations may monitor their contractors to help ensure compliance.
Time
8:15 AM - 9:50 AM
8:15 AM
Change is constant, successful change is not. Worse yet, the rate of change facing today’s nonprofits is only accelerating. In this session we will explore challenges our organizations face with continuous change, change fatigue and change resistance — the three-headed monster. We will provide useful strategies and tactical-level actions you can take in developing your solutions for thriving in a changing world!
Time
8:15 AM - 9:50 AM
8:15 AM
Well-defined financial policies and procedures help ensure compliance with federal grant regulations and clearly communicate the organization's processes and internal controls to its employees, monitors, auditors, and others. Financial policies and procedures should be reviewed and updated regularly to help ensure efficient grants management and compliance with funding regulations. This session will review the topics found in a standard financial policies and procedures manual and will discuss how your organization can implement a process for updating its manual.
Time
10:10 AM - 11:45 AM
10:10 AM
Nothing stays the same. We know that in the regulatory environment more than anyone. If you are part of a Head Start/Early Head Start program and want to know the latest updates and have a chance to get your questions answered, this session is for you. We will explore how the regulations, guidance, monitoring reviews and more impacted 2019 — and could impact 2020.
Time
10:10 AM - 11:45 AM
10:10 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 are critical business priorities. Retention and development of talent needs to be a core competency of the human resources strategy. In this session we will discuss what your organization needs to be doing — today — to be prepared for the future.
Time
1:30 PM - 5:00 PM
1:30 PM
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
Does your organization know the general procurement standards under the Uniform Guidance? Does it know the allowable methods of procurement and what policies and procedures are affected by the procurement regulations? In this session, we will review the Uniform Guidance procurement regulations and discuss steps of the procurement process, from purchase orders to accounts payable.
Time
1:30 PM - 5:00 PM
1:30 PM
The new revenue recognition standards, ASC 605 and 606, are the most significant changes to GAAP in decades. These changes will impact some nonprofit organizations and you will need to be aware of how these changes may impact your organization to prevent findings.
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 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
3:25 PM - 5:00 PM
3:25 PM

Thursday, 15 October 2020

 
Cost allocation is a complex and critical component to an organization’s allowable grant costs. Cost can be allocated directly using a cost allocation plan, through a 10% de minimis rate and a negotiated indirect cost rate. Funding sources can make cost allocation more difficult by limiting or not allowing administrative and indirect costs. This session will cover all of these aspects of cost allocation.
Time
8:15 AM - 11:45 AM
8:15 AM
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:   - Which regulations and guidelines govern non-federal match.   - How to decide whether a contribution is allowable non-federal match.   - Where the most amount of in-kind is missed.   - Documenting all non-federal match.
Time
8:15 AM - 11:45 AM
8:15 AM
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 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 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 its role in your organization.
Time
8:15 AM - 9:50 AM
8:15 AM
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. Expect a best practices discussion, followed by opportunities for you to explore what keeps you up at night about planning and the achievement of your vision and goals.
Time
8:15 AM - 9:50 AM
8:15 AM
In the past, cybersecurity and privacy were often low on the list of priorities for nonprofits. But as cyber threats have increased, so have the risks of ignoring those threats. Breaches, compromised data and cyberattacks can put vulnerable beneficiaries at risk, disrupt nonprofit operations and services, expose your organization to liability and tarnish the reputation you have so painstakingly built. In this session we'll jointly determine how to combat cyber threats, stay up to date on security best practices and respond to nonprofit compliance obligations.
Time
10:10 AM - 11:45 AM
10:10 AM
Determining what is and is not allowable is a challenge all federally funded organizations face. This is a hands-on session designed to help you make those determinations. Come prepared to use the regulations to assist in making your determinations.
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
This session will cover the information that should be shared with all employees to protect themselves and your organization. We will provide information regarding security best practices in the areas of internet usage, email best practices, passwords, mobile device use, handling of sensitive information, use of cloud and mobile applications, etc. Attendees will leave with an understanding of how to protect themselves and of what should be in their organization's employee security awareness program.
Time
1:30 PM - 3:05 PM
1:30 PM
There always questions regarding new guidance's (and some old ones too). Please join this session to get your Head Start and Early Head Start questions addressed.
Time
1:30 PM - 3:05 PM
1:30 PM

Friday, 16 October 2020

 
Join this informative discussion for an overview of the nine categories of the Organizational Standards for Private Nonprofit CSBG Eligible Entities. Together we will explore methods for improving agency compliance and future impact in the areas of: •Community involvement. •Internal leadership. •Governance. •Human resource management. •Financial operations oversight. •Data analysis.
Time
8:15 AM - 11:45 AM
8:15 AM
"Teamwork and communication between employees and customers are critical to running a successful organization. Today’s nonprofits are required to update their approach to improve efficiencies, enable broader cross-team and community collaboration, support a growing mobile workforce and enhance security to protect customer and organizational information. Organizations that take these steps and invest in modern teamwork solutions are five times more likely to be high performing. In this session we’ll assess our own organization’s communication and teamwork requirements and show you new ways to channel the power of teamwork using tools and resources that ensure your employees can collaborate effectively and share information securely no matter where they work."
Time
8:15 AM - 11:45 AM
8:15 AM
8:15 AM
Dwight D. Eisenhower said, “I have always found that plans are useless, but planning is indispensable.” Having a great plan is important, but going through a good, thorough process to develop your plan is essential. Planning and strategic management is at the forefront of success. Most strategies involve a significant amount of human resources involvement — related to building capacity, aligning policies and procedures, modifying the organizational structure or managing change. In this session we will discuss the strategic planning process and the importance of creating a human resources strategic plan aligned with the strategies across the organization.
Time
10:10 AM - 11:45 AM
10:10 AM

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