If you struggle to get started on cash flow projection, attend this session to arm yourself with the fundamentals. Together we’ll consider how to analyze historical data, your environment and strategy, the nature of your funding streams, and accounting for your line of credit or other debt vehicles. We’ll discuss accrual vs. cash-based variables and cover the importance of collaboration in development. An effective cash flow projection tells an on-point story. Let’s get that story started!
8:15 AM
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During this session we will dive into examples of compliance and control issues that can be solved by automation and best practices for finance transformation and change management including well-thought-out system integrations, and we will round out the discussion with how technology trends are influencing process automation and controls.
8:15 AM
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Imagine a well-organized, inclusive planning process aligned with the vision of the organization and providing a roadmap to the future! Join Wipfli’s experienced strategic planners to understand the essential elements for any successful strategic planning effort. This highly interactive workshop will help you with effective planning in today’s ultra-collaborative and compliance-focused environment. Expect a best practices discussion, followed by opportunities for you to explore what keeps you up at night about planning and the achievement of your vision and goals.
8:15 AM
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Donors. Who are they? How do you attract them? How do you get them involved? How do you keep them? How can everyone in your agency be a part of each donor’s experience? In this session we will discuss tools and techniques you need to have a successful donor fundraising program.
8:15 AM
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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.
8:15 AM
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Blockchain technology appears to be one of the most impactful technology advancements since the introduction of the Internet. Most people have little knowledge about it, though it promises to impact every industry, especially nonprofits and governments. It is already in use today. Most know it through the use of cryptocurrencies, though distributed ledger technology is also being used and will be growing exponentially in other financial and nonfinancial applications. The session will first cover, in nontechnical terms, what blockchain is and how it works. Then, the course will provide real-world illustrations of how it is being used in various industries and focus on how the technology is currently being used and what applications are in process today for nonprofits and governments.
8:15 AM
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If you are not already familiar with Form 990, or you desire a refresher, this course is for you. This hands-on session will familiarize you with some of the key considerations for the Form 990 to get you ready to file. Come to this session to explore the answers to the following questions: - What changes/clarifications have been made during the year to the Form 990, and how will they affect my organization and me in my role? - What are all those questions on the Form 990, and what do they mean to my organization? - How do I properly report the organization's Board of Directors’ members and employees on the Form 990? What do all the different employee classifications mean? These questions and more will be answered as we walk through Form 990 and all of its schedules during our discussion. Bring specific questions to this updated session, and we'll discuss them as a group.
8:15 AM
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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.
8:15 AM
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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, utilization of cloud and mobile applications, etc. Attendees will leave with an understanding of how to protect themselves and what should be included in their organization's employee security awareness program.
8:15 AM
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Many health centers operate with a rudimentary approach to quality assurance/quality improvement, without thought of extending beyond the basics. This session will provide a history of quality focus in health care and pique interest in enhancing the culture of quality in the organization. Attendees will learn how to expand HRSA's required QI/QA approach into a performance improvement program which enables reporting for grant requirements, participation in population health initiatives and incentive programs, and creation of metrics for mission.
8:15 AM
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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.
8:15 AM
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Having a plan is important, but going through a good, thorough process to develop your plan is essential. 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.
8:15 AM
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Attendees will learn how to optimize Medicare reimbursement for FQHC services through G Code rates and 519 wrap payments as well as review criteria for non-FQHC services for Chronic Care Management (CCM) and Transitional Care Management (TCM).
10:10 AM
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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.
10:10 AM
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The consistent number one feedback and improvement area in employee surveys is better communication. Whether it's communication from senior executives, communication between supervisors and employees or communication between teams and departments, the call to action for leaders who want to keep their talent engaged and productive is clear. This forum will focus on practical and efficient employee communication methods and tools, especially for organizations going through change without the luxury of an in-house, internal communications resource.
10:10 AM
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Bad stuff happens. How your organization responds to a data breach, device loss or corporate account takeover will either minimize or compound the impact of the event. In this session we will review components of an effective IRP and facilitate an interactive group tabletop exercise to simulate the decisions that need to be made during a crisis.
10:10 AM
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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.
1:30 PM
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This updated session will discuss various ways to analyze the data you currently have but may not be using effectively. We will discuss ways to assist you when trying to relate financial information to non-financially savvy individuals. We will cover: - Providing effective financial analysis throughout the year. - Creation and use of trend analysis. - Budget preparation and use. - Board reports and narration. - Analytical procedures and how they can help you. - Use of projecting as a tool. - A variety of financial analyses to assist you in using the information you currently have to enhance your organization’s financial reporting.
1:30 PM
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The Office of Head Start (OHS) has made major changes in the Head Start Monitoring Protocol last year with AMS 2.0. and has made a few tweaks for FY 2019. This session will address what's different from past years and how the Uniform Guidance is included. We will take a deep look at the Aligned Monitoring System 2.0 and Focus Area 1 and Focus Area 2 expectations for FY 2019.
1:30 PM
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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.
1:30 PM
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The what/why/how of best practices: What best practices are, why they are important to the plan sponsor and how they can lead to better outcomes for participants.
1:30 PM
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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.
1:30 PM
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This session is a case study-based review of how to prioritize, plan, implement, monitor and improve finance and HR operations with a change management focus.
1:30 PM
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The new Uniform Guidance Compliance Supplement is the driver of all audits for grant-funded programs. It provides the auditor with specific steps to follow while auditing the compliance section. This session, which has been updated for the 2018 Compliance Supplement, will explain the supplement and the audit approach. We will discuss many of the specific requirements regarding programs provided by grant-funded agencies. This is a must-attend session for fiscal officers and program managers alike.
1:30 PM
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The purpose of this session is to breakdown the high-level impact of the new UBIT tax imposed by the TCJA for Qualified Transportation benefits. We will include an overview of the IRS guidance on the topic, with examples. There will be ample time for Q &A for specific attendee situations.
1:30 PM
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Today’s CFOs fill an increasingly complex and strategic role. We will explore the disruptive technology trends CFOs face, review the resulting attributes needed by finance teams going forward and practice critical soft skills, such as leadership and communication, CFOs of the future will need.
1:30 PM
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Did you think about your organization's executive administrator at all today? Find out why you absolutely should and why this position can make or break the near future of your nonprofit. Learn why it’s important to mindfully develop and continually evolve and empower this role and identify the skillsets and behavioral characteristics that align with success. Discuss effective strategies for hiring or developing a rock star and keeping that person engaged even when pay is scant. Understand the power of this position and how to keep that power working for good.
1:30 PM
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Building a community-focused strategic plan with an engaged board and stakeholders is critical, but the devil is in the details! Executing the plan always involves change at many levels, requiring you to lead and communicate far beyond completion of the strategic plan document. Join this workshop session to understand the key factors involved in leading, communicating and championing effective strategic change. Using the Wipfli Change Toolkit, we will explore practical approaches to develop a clear change story, draft a communication plan and confirm that we are managing strategic change for all of our stakeholders.
3:25 PM
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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.
3:25 PM
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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.
3:25 PM
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Plan fees are still a hot button in 2019. What do plan sponsors need to know about their fees to minimize their risks and maximize participant outcomes?
3:25 PM
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The workforce is changing rapidly, and so must our approach to recruiting and hiring committed talent. From role design to interviewing to predicting job fit, there are opportunities to stop hoping for that "unicorn" and intentionally find the best player for the team. Join this session to discover creative elements you can infuse into a hiring process that diversifies your talent pool and helps your organization thrive.
3:25 PM
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