Stronger to Serve 2021 Wipfli National Training Conference

Stronger to Serve 2021 Wipfli National Training Conference

Stronger to Serve 2021 Wipfli National Training Conference

Stronger to serve.

Register now for our expanded Virtual Training Experience that includes more than 25 sessions from July 26-30.

Your registration includes access to all our virtual sessions July 26-30 — and the ability to access them on-demand to share with your team until Aug.13.

You’ll also get full access to training materials, access to speakers and opportunities to network with your colleagues.

Our trainers have crafted practical and engaging virtual sessions to help nonprofit organizations navigate today’s unique challenges.

Sign in or create an account to register now.

Not ready to commit?

Check out these links to our special conference website to learn more. 

See the schedule for our virtual sessions. Learn more about the conference.

 

Cancellation Policy: Cancellations made after June 18, 2021 will be charged $100 per person cancellation fee.  If you cancel, you may send a substitute from your organization or transfer your registration fee to a future seminar without penalty.  Participants who register but neither attend or cancel, are charged for their full registration fee.  Call 888.876.4992 for questions about this policy.

Media Policy: Unless you specifically advise us otherwise in writing, by attending this training you authorize Wipfli LLP to use your name, likeness, image, attributed quotations or other identifying indicia acquired or received in connection with your participation in the training in the firm’s promotional efforts related to future training sessions or similar or related activities.


The National Training Conference – Virtual Training Experience

(Group Discount for 3+ Virtual Only Attendees/ Use Code GRPVIR21)

When    7/26/2021 - 7/30/2021

Where  Online

 
When
7/13/2021 8:30 AM - 7/30/2021 12:00 PM
Where
Caesars Palace Las Vegas + Virtual 3570 S Las Vegas Blvd Las Vegas, NV 89109 UNITED STATES

Program

   

Tuesday, 13 July 2021

 
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)    • 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 - 5:00 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:    • Standards for financial management systems and internal controls    • Procurement, property and equipment    • Budgets    • Reporting and record retention requirements The cost principles cover the costs that a grant-funded program can charge to federal grant awards. General principles, allowable costs, unallowable costs, and costs that require prior approval will be discussed. We’ll also discuss all changes in regard to cost allocation and selected items of cost. In addition, we'll discuss changes in audit requirements coming with implementation of the new regulations.
Time
8:30 AM - 5:00 PM
8:30 AM

Join us for a Lunch and Learn about Wipfli Services.
Category
50
Time
12:00 PM - 1:00 PM
12:00 PM

Wipfli  is excited to give leaders the unique opportunity to assess and build on their leadership effectiveness with best practice insights, from a valid and reliable tool. By convening a high-powered group of leaders, we will take a journey showing that numerous unique styles are leaders. By May 14th, registered attendees will be invited to complete the Predictive Index ® Behavioral Assessment (PI). The PI provides executives and directors with unique insights into their personal behaviors and styles. We also offer the survey for up to seven members of your leadership team. This will highlight the impact of your behaviors on others’ behavior and performance. See below for important timing information. IMPORTANT PI INVITATION TIMING INFORMATION All leaders registering by May 14, 2021 will be guaranteed inclusion in the composite training group and receive individual results at the conference.  Leaders registering after May 14, 2021 will be sent a PI invitation before the conference, and every effort will be made to include the results in the composite training group and to provide individual results at the conference. We will be using the results, in combination with content and lessons learned from around the country, so that you may walk away with actionable and personalized strategies for improving your own leadership.
Time
1:30 PM - 5:00 PM
1:30 PM

New to the conference this year, a blend of the Evening with Wipfli and the Welcoming Opening Session. Join this evening event for food and future focused discussions. There will be prize drawings, an opportunity to learn more about the conference, and a chance to connected with fellow leaders. Stay tuned for more details!
Time
5:30 PM - 7:00 PM
5:30 PM

Wednesday, 14 July 2021

 
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. Connecting the dots of the financial aspects of a grant-funded program can be daunting. This session gives you time to explore accounting for these unique items, and the freedom 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
8:15 AM - 11:45 AM
8:15 AM

Every person in a work environment brings various knowledge, skills, and behaviors to the workday. If you have a person in a job where they must change their natural behaviors to complete the job, they will be exhausted. Eventually they could burnout and leave. Or they could be unhappy or unproductive and stay. We will use the predictive Index ® Behavioral Assessment as an example of tools in the hiring and development process that can impact job descriptions, job advertisements, and job satisfaction.
Time
8:15 AM - 9:50 AM
8:15 AM

During crisis, teams and stakeholders experience heightened levels of fear and uncertainty.  This is a normal, human response to change. As leaders, there are steps we can take to help them through this, and ultimately help them cope while remaining productive. Together we will discuss those steps and measures you can take as a leader to help those you serve.
Time
8:15 AM - 9:50 AM
8:15 AM

As a leader the hats you must wear throughout the day vary based on need and situation. Sometimes it feels like you are wearing numerous hats at a time - and often it is true. In this session we will identify the fundamentals of leading and managing. We will explore when one works better than the other, or when they are needed interchangeably to meet the opportunity of the moment. And through self-reflection, you can identify where you excel and areas of improvement in both.
Time
8:15 AM - 11:45 AM
8:15 AM

As a leader, if you have ever implemented software in your organization and had a less than stellar result, this session is for you. Hear from a former University IT division leader on the ins-and-outs of software implementation. He will explore what to ask and listen for in software selections. You have the chance to ask the "what if" and "what should I have done" questions to help the next implementation go much smoother.
Time
8:15 AM - 9:50 AM
8:15 AM

Regulations require it. The community requires it. We require it. But how do we take the "have to" of health and safety in the work environment to the "want to"? This explores building the culture of health and safety in a way that makes it an integrated piece of the process, versus a checklist have to part of the process.
Time
10:10 AM - 11:45 AM
10:10 AM

We all use technology every day. Integrating digital strategies into our strategic thinking and plans for serving our communities and engaging our workforce is critical to our ongoing success. If nothing else, the global pandemic has shown us how important it is to be digitally ready.  As client expectations continue to evolve, it’s becoming essential to build a digital strategy in order to expand your reach and better connect with the communities you serve.  Our session will address the following questions from a non-technical leadership perspective while exploring how to develop a strategic technology mindset to improve organizational performance and client experience.    • What is Digital Strategy and why is it important?    • What do I need to know as a leader?    • How does my organization compare to my peers?    • How do I establish a Digital mindset?    • What comes next?
Time
10:10 AM - 11:45 AM
10:10 AM

Leaders, your board members and policy councils of Head Start/Early Head Start (HS/EHS) organizations working together is a requirement. It's also an area of risk in an organization.  The requirements for boards are like no others. Leadership needs to know what their role is, so their agency does not 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 a HS/EHS grantee leader.
Time
10:10 AM - 11:45 AM
10:10 AM

We all know that findings can happen. We are monitored, audited and reviewed all the time. It's not even the 6 o'clock news we need to worry about anymore, it is social media too. This session identifies examples of some of the top findings in the industry and what you can do to help ensure your organization is not the next example.
Time
1:30 PM - 3:05 PM
1:30 PM

CSBG has specific requirements related to strategic plans. In this session we will explore going above just meeting the requirements of the CSBG Organizational Standards for strategic planning. We will review the standards and discuss how organizations are meeting the criteria. We will discuss a sample strategic plan and case study. We will identify best practice approaches from client examples, as well as what has been done by other participants.
Time
1:30 PM - 3:05 PM
1:30 PM

If you have CSBG funding, this session explores why you are required to get an Enterprise Risk Management assessment (ERM) as part of the Organizational Standards. We will discuss the process of most ERM's, your role, and the possible risks you might not have realized exist. Together we will discuss goals, the enterprise risk management process and identify areas of risk/concern that agency leaders will want to think about back home.
Time
1:30 PM - 3:05 PM
1:30 PM

Annual performance appraisals are a thing of the past, yet are still alive and well in most agencies. We also spend thousands of dollars on professional development each year. The goal of both of these exercises is to help employees get to the next level of their development, while they take the agency to the next level too. Individual development plans can be simple documents that help teams identify strengths, areas to grow, connections to training and lead career growth. These help with succession planning at all levels of the agency. If turnover and performance is an area for improvement in your organization, this is a session for you.
Time
1:30 PM - 3:05 PM
1:30 PM

We all love technology that works and makes our life easier. Steve is a leader who LOVES it more than most! In this session we will learn about some of the new technology apps that are out there, how you might apply them to how you work (and even have fun, too) and how your organization might use them to better serve your clients and community. And we want you to share your favorite apps with us!
Time
1:30 PM - 3:05 PM
1:30 PM

As change becomes the new normal, we need a new plan to help our organization implement it. This session explores the key factors involved in the styles and processes that help change become reality. Who will lead it? Who should communicate it? Who has to be the change champion to impact effective  change? Not all these answers are you! We will explore practical approaches to managing strategic change for all of our stakeholders.
Time
3:25 PM - 5:00 PM
3:25 PM

Fatigue. Burnout. Exhaustion. If these words have been uttered in your agency, or in your life, join this session for practical best practice ideas to help you as a leader help your team fight the fatigue.
Time
3:25 PM - 5:00 PM
3:25 PM

If you are part of the Head Start/Early Head Start world and have a burning question, please join us for an open dialog to ask the trainer, or the audience, to share feedback and help you find the answers.
Time
3:25 PM - 5:00 PM
3:25 PM

Even for the organizations that develop the best strategic plan, many will faulter when it comes to execution.  There are a variety of contributing factors: lack of visible leadership, confusion on or lack of accountability, poor communication, and unclear expectations, among other things.  Executing on a strategic plan requires a clear process supported by tools that make the plan visible, accessible, and agile.  In this session, we will speak to the best practices relating to the execution of strategic plans and how you can use a reporting and dashboard tool to track your process and report on your outcomes.
Time
3:25 PM - 5:00 PM
3:25 PM

In today’s environment it is essential to find palatable ways to engage staff, and we must begin to look at things differently.  Get ready to delve into some peppery hot tips for leaders to normalize what’s next. Some are sweet and mild, but as we go up the Scoville Scale we will look at some ideas that might have you looking for a glass of milk to reduce the heat.
Time
3:25 PM - 5:00 PM
3:25 PM

Thursday, 15 July 2021

 
Budgeting can be stressful at times. Having antiquated process and antiquated systems do not help the process. If you have ever heard or found yourself saying, we have always done it that way, this is the session for you. Join us as we discuss pain points that many organizations seek to eliminate in the process,  benefits they receive from using a streamlined approach,  and steps you need to take to get there.
Time
8:15 AM - 9:50 AM
8:15 AM

As a leader the "buck" stops with you. That includes the procurement dollars that are spent annually. If it's time to familiarize yourself with the  allowable methods of procurement and what policies and procedures are affected by the procurement regulations, this session is for you. We will connect the Uniform Guidance procurement regulations with steps leaders need to take, from purchase orders to accounts payable, to meet the process head-on.
Time
8:15 AM - 9:50 AM
8:15 AM

Leaders it is time to help your governing body be the board they need to be for the future. Governance leadership is impactful. They give leadership, guidance, and time to help create the organization of the future. Join this session to explore where management’s expectations do not always meet board roles and responsibilities. Explore when you need board involvement and when you need their guidance. Explore where the risks and rewards are in having an engaged and involved governance structure.
Time
8:15 AM - 11:45 AM
8:15 AM

Picture this, you are a client walking into your organization and asking for help.  You are asked to contact multiple divisions. You are asked to fill in numerus forms, often with the same or similar information. You are asked to share your story over, and over, and over. You decide to give-up. These were the challenges/barriers multi-funded clients were sharing with us and they wanted solutions. In this session, we will show you some of the options for centralized systems, alerts of progress along the way, self-service focused options, and future trends.
Time
8:15 AM - 9:50 AM
8:15 AM

People — the right people — are your competitive differentiator and advantage. As demographic shifts escalate and the job market changes, talent assessment and talent succession are critical business priorities. Retention and development of talent needs to be a core focus of leadership. And the next person who leads will not be the next you. 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

Completing your strategic plan is completed is not enough. As a leader, your next job is to follow through on the process. This means pulling up the budget and having program write-up the narrative and fiscal adjust the numbers is a process of the past. In this session we will explore where funding sources want us to go - impact and outcomes. This means as leaders we need to ensure that our process identifies our plans and goals, connects them to the budgeted dollars, and connects what is spent to the outcomes and impact we drive to achieve.
Time
10:10 AM - 11:45 AM
10:10 AM

As leaders we know there is no class that can truly teach you how to have hard conversations, because they are often learned in the moment. This session will give you some practical and tactical advice around preparing for the conversations and engaging your emotional intelligence as you have the conversation. We will share the stories and the impact that having the right hard conversations can have on others, and on you.
Time
10:10 AM - 11:45 AM
10:10 AM

Culture may seem like a buzzword; however, the culture of an organization can make or break achieving the mission and making the impact on the community you as a leader strive to achieve. Culture assessments can begin to identify the gaps between what leadership thinks are the strengths and challenges, and what the employees think. This session will discuss assessment options, best practices in implementation, and share stories of when it goes wrong.
Time
10:10 AM - 11:45 AM
10:10 AM

That's right, we have space holders this year to add the latest hot topics that are impacting your agencies, your leadership, and you. Stay tuned for updates closer to conference as we add the topics and the trainers to this holding spot.
Time
1:30 PM - 3:05 PM
1:30 PM

There is a great saying - it is hard to work on the business when you are working in the business. Use this session and the techniques shared, to give you tips to identify when it is time to stop doing "what we have always done", so we can start doing "what we need to do" or change how we are we currently doing "it".
Time
1:30 PM - 3:05 PM
1:30 PM

Your organization is required to establish and maintain effective internal controls. What does this mean for you as leader? The Uniform Guidance states that your internal controls should be in compliance with the Standards for Internal Control in the Federal Government (Green Book) or the COSO Framework. But really internal controls start with the tone at the top. Your tone. In this session we will review the components of internal control, from the control environment to monitoring and risk assessment. We will also discuss ways your organization can continue effective internal controls in our ever-changing world.
Time
1:30 PM - 3:05 PM
1:30 PM

One of the requests we often receive is to build a panel of client's who can share their stories and take questions. This is session will feature executive, program, and fiscal leaders of grant-funded programs. Together they will discuss how they have diversified their funding over the years.
Time
1:30 PM - 3:05 PM
1:30 PM

The world changed significantly. And we are not done.  We  will continue to change at the most rapid pace in our history. 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 NOW and heading in the future.
Time
1:30 PM - 5:00 PM
1:30 PM

Join this Wipfli led panel discussion to explore "What Are Your Current Challenges and What's Just Around the Corner?" This panel will have expertise in fiscal, technology, and processes to answer questions, explore ideas, and to connect you with peers in the audience.
Time
3:25 PM - 5:00 PM
3:25 PM

Join this Wipfli led panel discussion to explore "What Are Your Current Challenges and What's Just Around the Corner?" This panel will have expertise in regulations, talent, and strategic planning to answer questions, explore ideas, and to connect you with peers in the audience.
Time
3:25 PM - 5:00 PM
3:25 PM

Friday, 16 July 2021

 
As leaders we know that communication can make or break a project. However, effective communication, especially in the time of major change, is not a class you take. Or is it? Join this highly impactful session to explore practical approaches to building a change story. Leaders share with us that after going through this exercise they do not understand why they have not built change communication plans (change stories) for every initiative they have ever done. Now you can!
Time
8:15 AM - 11:45 AM
8:15 AM

A leader's job in protecting the organization comes in many forms. From legal to fiduciary, leads must know enough to empower their team to protect the organization. And Cyber-attacks are expensive. 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, utilization of cloud and mobile applications, etc. Attendees will leave with an awareness of what should be included in their organization's security awareness program.
Time
8:15 AM - 9:50 AM
8:15 AM

As stakeholders are you regularly asking for additional detailed financial information in a timelier fashion? Finance, are you having to do too much manual work to meet your compliance requirements? And are you all wondering whether your accounting system just can’t do what you need and whether maybe there is a better way? In this session we will discuss the top challenges teams experience when their accounting system can no longer meet the requirements of their organization demands.
Time
8:15 AM - 9:50 AM
8:15 AM

The employee experience starts way before they accept the job. Your culture as viewed by others, your social media presence, the look of your location, your leadership style - they all start the employee engagement journey. It transcends more than direct and indirect compensation. Today, employee engagement is a fast-changing discussion and needs equally fast-changing results. This session puts you right tin the middle of the discussion. Let us explore and identify key components of engagement and the mindset organizations (i.e. leaders) must have to be competitive in today's marketplace.
Time
8:15 AM - 11:45 AM
8:15 AM

We have financial policies and procedures. We have financial systems and processes. We have financial management. What if we have a major change (positively or negatively) in the finances? Whether you lead finance, a program, or the agency, this session is for you. We will explore what to look for in past and future trends in the finances and how it helps with the decisions of the future.
Time
8:15 AM - 9:50 AM
8:15 AM

That's right, we have space holders this year to add the latest hot topics that are impacting your agencies, your leadership, and you. Stay tuned for updates closer to conference as we add the topics and the trainers to this holding spot.
Time
10:10 AM - 11:45 AM
10:10 AM

Our peers are an excellent 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. Led by an executive level nonprofit leader, turned Wipfli leader, this session explores how leaders go from fatigue to fantastic.
Time
10:10 AM - 11:45 AM
10:10 AM

Sometimes identifying the challenge is the first challenge. In this session, we will explore the idea of having challenge statements. We will first share one or two with you. For instance, a challenge statement like "how can we administer and distribute $15 million in funding in less than 3 months?" Another might be "how might we connect young people from low-income communities and the private sector technology?" We will then give you time to explore your challenge statement and discuss process options to meet the challenge.
Time
10:10 AM - 11:45 AM
10:10 AM

Monday, 26 July 2021

 
The Uniform Guidance gave non-federal entities a new method of charging indirect and certain administrative costs to grants using a 10% de minimis indirect cost rate. This session is for non-federal entities that currently utilize the 10% de minimis option, are thinking of implementing it or have subrecipients that use a 10% de minimis rate.
Time
1:00 PM - 3:00 PM
1:00 PM

We know that communication can make or break a project. However, effective communication, especially in the time of major change, is not a class you take. Or is it? Join this highly impactful session to explore practical approaches to building a change story. Leaders share with us that after going through this exercise they do not understand why they have not built change communication plans (change stories) for every initiative they have ever done. Now you can!
Time
1:00 PM - 3:00 PM
1:00 PM

Your organization relies on data and systems to provide your services. With the increase in cyber-attacks, no organization is immune from being a target, no matter how big or how small the organization is. In this session, we will discuss recent data breaches and successful hacks and identify how the perpetrators were able to compromise the security controls. We will also provide a roadmap you can use within your organization to reduce your risk of cybersecurity attacks. Come prepared to share experiences and learn from others.
Time
1:00 PM - 3:00 PM
1:00 PM

Congratulations, you have been promoted. Your new job responsibilities include supervising others. As an emerging leader, you want to hit the ground running and do an excellent job. And you learn right away that supervising and building teams takes time. Join us to explore the challenges and rewards that come from leading a team and ensuring the mission is met in your agency.
Time
1:00 PM - 3:00 PM
1:00 PM

Tuesday, 27 July 2021

 
The cost principles cover the costs that a grant-funded program can charge to federal grant awards. General principles, allowable costs, unallowable costs, and costs that require prior approval will be discussed.
Time
10:00 AM - 2:00 PM
10:00 AM

This session aligns finance, talent and technology strategies with discussions about resources for long-term organizational success. We will explore ways of diversifying revenue streams that allow for maximum flexibility to meet needs unable to be met with restricted funding. Together we will explore how maximizing human capital and managing talent can successfully position organizations for financial growth and how technology is vital to managing the engagement of key stakeholders and funders.
Time
10:00 AM - 12:00 PM
10:00 AM

Being new to leadership means getting your arms, minds, and actions around motivating a team. But what motivates you? This session explores thinking about your new leadership goals and the legacy you want to leave whether you are there for a year or a career.
Time
10:00 AM - 12:00 PM
10:00 AM

Does your organization know the general procurement standards under the Uniform Guidance? Does it know the allowable methods of procurement and what policies and procedures are affected by the procurement regulations? In this session, we will review the Uniform Guidance procurement regulations and discuss steps of the procurement process, from purchase orders to accounts payable.
Time
10:00 AM - 12:00 PM
10:00 AM

Sometimes you just want to ask your question and seek advice of those in a similar situation. This is the session for you. Based on topics of interest and questions from the audience, we will address with best practices and options to avoid. Join this frank discussion about leading in an ever changing world.
Time
1:00 PM - 3:00 PM
1:00 PM

Applying for, or updating, your approved indirect cost rate can be intimidating. The plan needs to be well throughout and well laid out. And though it is called a negotiation, sometimes a rate is approved, and it is not the one you requested. What then? This session explores when a rate makes sense for your agency and what needs to be in the proposal.
Time
1:00 PM - 3:00 PM
1:00 PM

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 key components of a total rewards system, pay equity and the mindset organizations must have to be competitive in today's marketplace.
Time
1:00 PM - 3:00 PM
1:00 PM

You've developed long-term strategies and identified short-term goals to help them, but now what? How do you take those short-term goals and turn them into an action plan, to move to get things done? How do you identify who “owns” a goal without the burden falling back on the same small group of leaders every time? Join this highly interactive workshop session to learn practical approaches to action planning, gaining participation across the organization and designing real-world, measurable steps to fulfill those short-term goals and complete the long-term strategies. Participants will use action planning tools and templates in a hands-on environment to design plans and approaches.
Time
1:00 PM - 3:00 PM
1:00 PM

Wednesday, 28 July 2021

 
Is your organization prepared for a business interruption? Do you have resiliency for your people, processes, services, programs and technology? Learn about the important components of a business continuity program, how your program stacks up, and what you can do to be better prepared and build resiliency into your organization?
Time
10:00 AM - 12:00 PM
10:00 AM

This session will give you the time and tools to think about technology - current and future. We will discuss how to build a strategy and roadmap, evaluating current technology and needs, exploring future trends, and the process to deciding to replace/integrate and build/buy. How often do you review your technology strategy - maybe it is time?
Time
10:00 AM - 12:00 PM
10:00 AM

Most grant-funded organizations have financial policies and procedures. But what do they say? Do they reference outdated regulations? Do they follow old software systems when new ones are in place? Will they cause a finding because how they are written is not how they are followed? This session will explore all that and more!
Time
10:00 AM - 12:00 PM
10:00 AM

This session will be an overview of best practices for budgeting and forecasting and a discussion on budgeting trends and how to automate your forecasting through the use of a rolling forecast.
Time
1:00 PM - 3:00 PM
1:00 PM

Documentation, or lack of adequate or proper documentation, is often cited in monitoring reviews and audits. From funding sources to the Office of Inspector General, it’s an area where organizations who offer excellent services can run into trouble. In addition, the need for documentation does not disappear when a crisis hits. As operations change during COVID, agencies will need to ensure their documentation identifies how taxpayers’ dollars are spent on items that are necessary, reasonable, allowable, allocable and what a prudent person would do in similar circumstances. Join this session and we will share challenges we have seen, possible solutions, and areas of improvement.
Time
1:00 PM - 3:00 PM
1:00 PM

Whether you are an emerging leader, or have been leading for a while, this is a must join session. We have to learn to work together to meet the mission. And sometimes the past impacts the future. In this session we will explore the opportunities to bring multiple generations together for the greatest impact in the agency and the community.
Time
1:00 PM - 3:00 PM
1:00 PM

During the current crisis, or in other times of unplanned change, organizations need to respond quickly. This webinar will review a planned approach to dealing with an unplanned event, ensuring stakeholders are identified, intentional action is planned (and delivered) and a mechanism for dealing with additional changes is created.
Time
1:00 PM - 3:00 PM
1:00 PM

Thursday, 29 July 2021

 
If you are a grant-funded organization, it is likely you are required to allocate costs. Funding sources only want to pay their fair share and it is your job to prove they did. This session will explore what is in a cost allocation plan and areas of concerns agencies need to be aware of as they implement their plans.
Time
10:00 AM - 12:00 PM
10:00 AM

In our ever-changing environment, one of the many new things staff are learning and adapting to is how to communicate in ways that they haven't had to in the past. They are building their skill base and becoming more confident and comfortable with using technology and finding other ways to get the job done. As a leader your job in helping to keep your staff motivated and focused during a time of unconventional communication is the new normal. Let’s explore best practices and practical solutions to new expectations.
Time
10:00 AM - 12:00 PM
10:00 AM

Performance management is the process of creating and maintaining an environment of accountability to enable employees to perform to the best of their abilities. It is a process that begins when an individual starts the employment relationship and ends when the individual leaves. In this session, we will explore what prevents an employee from achieving effective levels of performance and how managers can engage in effective coaching to assist employees in achieving personal and professional success.
Time
10:00 AM - 12:00 PM
10:00 AM

Your organization is required to establish and maintain effective internal controls. The Uniform Guidance states that your internal controls should be in compliance with the Standards for Internal Control in the Federal Government (Green Book) or the COSO Framework. In this session we will review the components of internal control, from the control environment to monitoring and risk assessment. We will also discuss ways your organization can continue effective internal controls in our ever-changing world.
Time
1:00 PM - 3:00 PM
1:00 PM

Whether you are at a job for a year or a career, your growth is your responsibility. This session explores how you can control what's added to your resume each year. We will explore how to measure your strengths and areas for improvement. And we will identify how to have conversations about added responsibilities and advancement if that is your goal.
Time
1:00 PM - 3:00 PM
1:00 PM

You have been tasked with finding new software for your organization. How do you choose the right one? This session will walk through the steps for choosing an enterprise software system.  From defining key requirements through vendor negotiation, this session will be an education and dialog—removing the mystery from your next system purchase.
Time
1:00 PM - 3:00 PM
1:00 PM

Friday, 30 July 2021

 
That's right, we have space holders this year to add the latest hot topics that are impacting your agencies, your leadership, and you. Stay tuned for updates closer to conference as we add the topics and the trainers to this holding spot.
Time
10:00 AM - 12:00 PM
10:00 AM

We all use technology every day. Integrating digital strategies into our strategic thinking and plans for serving our communities and engaging our workforce is critical to our ongoing success. If nothing else, the global pandemic has shown us how important it is to be digitally ready.  As client expectations continue to evolve, it's becoming essential to build a digital strategy in order to expand your reach and better connect with the communities you serve.  Our session will address the following questions from a non-technical leadership perspective while exploring how to develop a strategic technology mindset to improve organizational performance and client experience.    • What is Digital Strategy and why is it important?    • What do I need to know as a leader?    • How does my organization compare to my peers?    • How do I establish a Digital mindset?    • What comes next?
Time
10:00 AM - 12:00 PM
10:00 AM

Individuals working in the finance department and NOT working in the finance department need to understand financial terms, budgets, reports, overall financial management and each other.  This session will give fiscal and program directors guidance on how to communicate with each other while achieving good financial management. In this session, fiscal staff and program staff will determine what each of their roles are and why certain aspects of fiscal are necessary.  We will discuss what program staff should look for in financial reports and how to monitor their budgets throughout the year.
Time
10:00 AM - 12:00 PM
10:00 AM

We all have the same amount of time in a day; however, some people seem to manage their time better than others - why is that? Join this session to explore how your personal preferences in a day can impact your effectiveness on projects, during meetings, and with deadlines. Identify ways to use everyday technology and planning tips to help you make better use of your time.
Time
10:00 AM - 12:00 PM
10:00 AM

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