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

21st Annual Wipfli Nat'l Trng Conf & NEW Virtual Experience
Together, we make an impact! Join us for the 21st Annual Wipfli National Training Conference to learn ways to serve your community even better. The services you provide have a direct impact on the people in your community. We can 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 21st 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. And NEW this year, we’re providing the option of a Virtual Training Experience, including access to 40 sessions over three months, for those who would prefer to learn from our best trainers in a virtual setting. Those who register and attend the National Training Conference in Las Vegas will also have access to the full Virtual Training Experience, in addition to the sessions they attend in person. We know you have not wavered from your mission to serve those who need it most in your communities. And we have not wavered in providing the support and the training you need to fulfill your mission!
Please Do Not Forget to Expand the Dates Below to Select Your Sessions for the Conference

Virtual Sessions begin July 14 and go through October 8, 2020
On-Site in Vegas sessions are from October 11-16, 2020

Cancellation Policy:The health, well-being and safety of our participants and staff is our top priority. With the ongoing COVID-19 situation, we are closely monitoring this conference and will be updating participants accordingly if any changes need to be made. If Wipfli cancels the conference, we will refund your registration fee. Please consider your flight and/or hotel change/cancellation policies as you book.

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.

When
7/14/2020 - 10/16/2020
Where
On-site October 11-16, 2020 Paris Las Vegas Hotel & Casino Las Vegas, NV 89109

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

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

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

 
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
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

 
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

Sunday, 11 October 2020

 
Time
11:00 AM - 5:00 PM
11:00 AM
The FQHC Boot Camp is intended for those who seek a concise yet comprehensive introduction to FQHC organizations and operations. This day-and-a-half boot camp is ideal for experienced leaders who come to FQHCs from other industries, those within an FQHC organization who are advancing to positions of more responsibility, governing board members, and key FQHC managers for whom a broader understanding of FQHC requirements would help them carry out important day-to-day operational activities.  The first half-day session includes overviews of HRSA Health Center Program guidelines and governance requirements as well as an overview of the financial and regulatory environment to give participants a framework for understanding the unique aspects of FQHC operations.  The second session is a full day in which we go deeper into topics such as the HRSA operational site visit; payment systems, with a focus on Medicare and Medicaid; billing and revenue cycle overview; audit preparation; budgeting; and the Quality Improvement Program.  Throughout this interactive boot camp, there is ample time for group discussion and Q&A. You will leave with handouts for resources and new connections to support continued growth and learning beyond the boot camp.
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 Head Start Program Performance Standards (HSPPS), we will explore the highlights of all of the HSPPS (45 CFR Parts 1301-1305). Our goal is to help you get comfortable with what HS/EHS programs need to follow to stay in compliance. We will pay special attention to the areas of:   - Definitions (They sometimes differ depending on the regulation.)   - Administrative requirements (administrative limitations, non-federal match [a/k/a in-kind], following 45 CFR Part 75).   - Power and functions (governing body, policy council, policy committees and administrative requirements).   - ERSEA (eligibility, recruitment, selection, enrollment and attendance).   - Records (what to keep, how to keep it and for how long).   - Qualifications and wages (background check and minimum staff requirements).
Time
1:30 PM - 5:00 PM
1:30 PM
After an introduction and discussion of the laws and regulations, there will be a discussion of the general provisions and administrative requirements. We’ll focus on these key areas:     - Applicability of and implementation dates for the new regulations     - Standards for financial management systems and internal controls     - Property and equipment     - Program income     - Budget revisions     - Procurement     - Requirements for pass-through agencies     - Reporting and record retention requirements
Time
1:30 PM - 5:00 PM
1:30 PM

Monday, 12 October 2020

 
Time
7:30 AM - 5:00 PM
7:30 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
Time
12:00 PM - 1:00 PM
12:00 PM
Time
1:30 PM - 5:00 PM
1:30 PM

Tuesday, 13 October 2020

 
Time
7:30 AM - 1:30 PM
7:30 AM
9:30 AM
Join your peers and other community leaders for our opening session at the 21st Annual Wipfli National Training Conference.
Time
9:30 AM - 12:00 PM
9:30 AM
The world has changed significantly and will continue to do so at an even more rapid pace. Cloud computing, artificial intelligence, shared services, outsourcing and blockchain will continue to be drivers for change that impact the accounting functions in our organizations. Join this journey as we explore where accounting is heading.
Time
1:30 PM - 3:05 PM
1:30 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
1:30 PM - 3:05 PM
1:30 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
1:30 PM - 3:05 PM
1:30 PM
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
1:30 PM - 3:05 PM
1:30 PM
Honest evaluation is critical to your agency's success.  Whether it through use of ROMA or a comparable evaluation system, our strategies have to be measurable.  But in this time of constant change, our agencies must be more agile than ever.  We have to respond to community needs, as well as shifts in requirements or funding.  To do that, we need ways of determining our progress on goals at any given time.  Join this session to learn about the creation of milestones and lead measures, as well as a cadence for evaluation to gain an understanding of what is working, what isn't, and where time and resources should be allocated or reallocated.
Time
1:30 PM - 3:05 PM
1:30 PM
Do you want to make connections with your peers? How about have a chance to talk with other leaders about the success and/or struggles you’ve experienced in leading your organization? Would you like to get additional insight from the Wipfli staff and trainers or just get to know them? We want to get to know you, and we hope you’ll join us at our Engage With Wipfli event. Join us for fun that includes opportunities to: •Network with your peers. •Talk with Wipfli staff and trainers. •Win a donation check to your agency just for being in attendance! •Enjoy appetizers. •And more! There will be a cash bar serving beer and wine. Nonalcoholic drinks will be complimentary.
Time
4:00 PM - 5:30 PM
4:00 PM

Wednesday, 14 October 2020

 
In addition to preventing cybersecurity incidents, prudent organizations also prepare to handle the worst-case scenario: a cybersecurity breach. In this session, you will learn the core components of an incident response plan as well as how this integrates with existing disaster and business continuity plans. You will also learn how to evaluate your organization's forensic readiness to investigate and recover from an attack.  This session also includes time to work with your peers in a variety of breakout sessions as you organize recovery efforts from simulated cybersecurity incidents.
Time
8:15 AM - 11:45 AM
8:15 AM
This session is designed for all types of boards. It will cover the following topics:    - Management’s expectations    - Conflicts of interest    - Rights    - Responsibilities    - Board and internal controls    - Risk management    - Board evaluation It will also include an exercise to test your level of understanding.
Time
8:15 AM - 11:45 AM
8:15 AM
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
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
With community needs growing and the desire to diversify revenue streams, many nonprofits are searching for new ideas on how to generate additional unrestricted revenue.  During this session, several nonprofit executives will participate in a panel discussion and share their ideas for and experiences with generating additional unrestricted revenue.
Time
8:15 AM - 9:50 AM
8:15 AM
We invest a lot of time in meetings —- within our organizations, with donors, with our communities. Preparing, participating, and leading is essential for the success of the meeting —- and ultimately the success of the overall effort. Getting the most out of this time can be part art, part science. In this exciting new session, we will lead participants through several techniques for facilitating dynamic meetings, collecting information more effectively through collaborative processes, and creating visually appealing notes. Join this session to learn about and practice these techniques. We promise —- no serious artistic abilities or speaking skills are necessary.
Time
8:15 AM - 9:50 AM
8:15 AM
Wipfli guest Michael Johnson will cover trends in philanthropic giving in the U.S. and how to find success through diversified funding streams. He will also cover ways to analyze and engage your board of directors through report cards, gap analysis and increased engagement.  Michael will also teach strategies and share success stories on funding big, new and exciting initiatives.
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
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
With decades of experience in the nonprofit world, Wipfli guest Michael Johnson will share his strategies for creating a diverse workforce through intentional decisions that create expectations of diversity and a culture of accountability.
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 an agency's financial results over a five-year period will be analyzed.
Time
1:30 PM - 5:00 PM
1:30 PM
Retaining, engagement and developing our people are critical aspects that allow our organization to achieve our goals.  Your technology is also a key enabler for your people to do their jobs effectively. So how do we ensure we have the right people and technology to support our strategic goals? In this session we will discuss how your talent and technology systems should be designed to achieve your goals.
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
Data analytics, if used correctly, can be an incredibly powerful way to potentially identify fraud, waste and abuse within your organization. Executing data analytics is not as complicated as it may appear to be. But it does take good planning and intentional focus to make it come to fruition. You should come out of this session much more informed and better prepared to use data analytics in your own organization to potentially identify fraud, waste and abuse.
Time
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
Learn how to build a diverse and engaged volunteer board of directors by driving collective accountability from the president and CEO of Boys & Girls Clubs of Dane County, Michael Johnson. He will also cover ways to analyze and engage your board of directors through report cards, gap analysis and increased engagement.
Time
1:30 PM - 3:05 PM
1:30 PM
Learn how President and CEO of Boys & Girls Clubs of Dane County Michael Johnson grew his budget by 423% over 10 years through a diverse operating budget and creation of in-depth strategic plans.
Time
3:25 PM - 5:00 PM
3:25 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
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
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
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 - 11:45 AM
8:15 AM
Individuals working in the financial department and those not working in the financial department need to understand financial terms, budgets, reports, overall financial management, and each other.  This session will offer financial and program guidance on how to communicate with each other while achieving good financial management.  Financial staff and program staff will discuss their roles and how they can assist each other with ultimately serving our community, and what program staff should look for in financial reports and how to monitor their budgets throughout the year.
Time
8:15 AM - 11:45 AM
8:15 AM
Come one leader,  come all leaders to this roundtable discussion of working in a board environment. That’s right, we want to lead a discussion around what makes great dialog when you are a board member, or if you are working with the board as a leader of the agency. Join this lively discussion of questions, answers, best practices, practical advice and the opportunity to learn from a room of professionals of what works – and what to avoid.
Time
8:15 AM - 9:50 AM
8:15 AM
We all love toys, and Steve and Ryan have been told that they love them more than most (and it’s probably true). In this session we will learn about some of the new technology gadgets that are out    there, how you might apply them to how you work and have fun and how your organization might use them to better serve your clients and community. And we suspect we’ll have a little fun doing it.
Time
8:15 AM - 9:50 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
Nearly everyone uses Excel, but how much of its vast functionality do you really know? This session will provide you with ideas for more intermediate and advanced usage of this common spreadsheet tool and help you to get more efficient and effective with it along the way. Examples of common data normalizing and cleansing techniques, along with more advanced Excel functionality like pivot tables, lists and conditional formatting will be fully explored. You will have the ability to follow along and try everything in real time with real data. While you may not become a data ninja during this mini session, you will take home some great new ideas you'll be able to use and implement right away when you return from the conference. Who knows? Maybe you'll even help some of your fellow attendees out by sharing one of your tips or tricks with them during this interactive session.
Time
10:10 AM - 11:45 AM
10:10 AM
This session is designed specifically for board members of Head Start/Early Head Start (HS/EHS) organizations. The HS requirements for boards are like no others. Program and board members need to know what their role is, so their agency doesn’t get into trouble. Over the past few years much more scrutiny has been placed on boards, and too many members are not fully aware. This is a must-attend session for any board member of an HS/EHS grantee.
Time
10:10 AM - 11:45 AM
10:10 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
Following a brief discussion of general approaches to internal controls, this all new session will discuss specific internal control activities and the specific risk(s) each control addresses.  This will include specific internal controls for many functions like payables, expenses, payroll, etc., including the policies that support those controls, that attendees can take back to their organization to implement.
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
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
A session for new and seasoned board members to get a clear understanding of their roles and responsibilities when overseeing a not-for-profit organization. This session will go beyond governance to discussing being mission focused and goal oriented, understanding the qualities of being an effective board member, understanding the importance of fund development, working with staff, reporting best practices and recruiting and evaluating board members.
Time
1:30 PM - 3:05 PM
1:30 PM
We often hear the word change associated with a negative thought or feeling. In this session, we will explore what happens when change is handled well and has a positive outcome.
Time
1:30 PM - 3:05 PM
1:30 PM
This entertaining session will explore the techniques hackers use to gain unauthorized access to your network.  It's a complex, technical topic that we'll translate to non-technical terms.  As we explain and provide case studies of real-world attack scenarios, you'll learn the security configurations and network defenses that are most important to protect against a hack.  At the end of this session, you'll be equipped with a series of discussion topics to discuss with your security team or IT service provider to help strengthen your defensive posture.
Time
3:25 PM - 5:00 PM
3:25 PM
With 10,000+ baby boomers retiring daily, change at the leadership level is inevitable. In this session we will explore a leader's prospective on change and share best practices and — with hindsight always being 20/20 — some of the worst pitfalls.
Time
3:25 PM - 5:00 PM
3:25 PM
Your organization's financial department performs a range of activities and tasks, but is each individual performing the right ones? Using our experience with performing business process reviews, we will share some of the common themes we see and discuss  solutions to possibly implement in your organization's financial department. We will also discuss general roles and responsibilities at various levels of staff in a financial department, from the CFO to financial clerks. This session will emphasize discussion on what may work best for your organization and will include exercises to help participants focus on their own financial departments.
Time
3:25 PM - 5:00 PM
3:25 PM

Friday, 16 October 2020

 
Developing a clear and well-communicated career pathing model enables employees to see what opportunities are available to them — whether they are a new or seasoned employee. Enabling employees to see the various paths that may be available allows the employee and the organization to plan for targeted development and mentorship opportunities.
Time
8:15 AM - 11:45 AM
8:15 AM
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
Following a brief but candid discussion on the background of fraud and better practices to manage fraud risk, participants in this updated session will work together to identify fraud risks, control weaknesses and appropriate organizational responses in specific scenarios based on real-life scenarios encountered. The result is an understanding of the optional ways to identify, prevent, investigate and ultimately manage the risk of fraud, waste and abuse.
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
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 - 11:45 AM
8:15 AM
Time
8:15 AM - 9:50 AM
8:15 AM

Sign In