20th Annual Wipfli National Conference

20th Annual Wipfli National Conference
Together, we make an impact! Join us for the 20th Annual Wipfli National Training Conference for ways to serve your community even better. The services you provide have a direct impact on the people in your community. Let us help you keep your funding and vital services available, hire and keep talented team members, and so much more! Then you can focus on the important areas, like serving your community. The 20th 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.                                                                                                                                          Would you like assistance customizing your training experience?  We have over 75 sessions to choose from and we would like to help you chose the sessions to meet your development needs/goals(?).  Please send an email to gfponline@wipfli.com with the subject:  “Conference Concierge” and you will be contacted to help build a schedule that is personalized for you!                                                                                                                                                                                                                                                                                  Additional conference and hotel information can be found at http://wipflinationalconference.com/2019/

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


Cancellation Policy: Cancellations made after June 11th, 2019 will be charged $100 per person cancellation fee. If you cancel, you may send a substitute from your organization. Participants who register but neither attend nor cancel are charged for their full registration fee. Call 888.876.4992 for questions about this policy.



When
7/14/2019 - 7/19/2019
Where
Caesars Palace 3570 Las Vegas Blvd. S. Las Vegas, NV 80109

Program

   

Sunday, 14 July 2019

 
Time
11:00 AM - 5:00 PM
11:00 AM
The Head Start Act identifies pages of guidelines that HS/EHS programs need to follow to stay in compliance. When you are implementing the Head Start Act, there are numerous things to consider, including how decisions impact your program. In this overview we will explore the Head Start Act and give you time to learn where to find information and dig into the details once you are back at the office. And since the Head Start Act goes hand-in-hand with the 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, 15 July 2019

 
7:30 AM
The FQHC Bootcamp is intended for those who are new to FQHCs, notwithstanding their experience in their respective professional fields. This one-day workshop includes a General Introduction and sessions on Governance, a Financial Overview, HRSA Program Management, Components of a Quality Program, and an Overview of Emergency Preparedness Programs and Requirements.
Time
8:30 AM - 12:00 PM
8:30 AM
Imagine if…. You could see and understand the future. And not only could you see and understand the future, you could incorporate the changes coming into your current actions. If this were true, we would all be amazing visionary leaders. We believe this is true, and each of you can be the visionary leader who successfully incorporates the future. Let us show you how… Think for a minute how you have created your strategic plan. Most likely you did some surveys, did a SWOT, convened a retreat and produced a document with strategic goals and objectives. This worked well when the future was coming at us at a reasonable pace. Today, however, the pace is greatly increased, and change happens suddenly. As leaders, we are then forced to react, often without the strategic thinking really needed. This session will walk you through an agile strategic approach that helps you engage the future at the pace it's coming and in a way that will help engage a strategy and your organization's talent, producing faster actions and outcomes. This session will cover: A new, agile strategic approach. Facilitation methods to better see and incorporate the future. Group activity that will give you hands-on experience you can take back with you. Join us and be the visionary leader who helps your organization embrace the future with a strategic approach.
Time
8:30 AM - 12:00 PM
8:30 AM
Would you like to join us for a Connect with Wipfli Lunch on day 2 from 12-1 p.m.?  A variety of complementary box lunches will be available.  During this hour, we want to hear about your organization's success, issues, and concerns. The dialogue created will provide insight and ideas on real solutions built around the success of people, process, technology, and finances.  Subject to change.
Time
12:00 PM - 1:00 PM
12:00 PM
If you are interested in learning why so many nonprofits are switching to Intacct, this is your session. You will learn how Intacct provides greater efficiency and managerial visibility, so your nonprofit can drive down costs while fully pursing your organization's mission. You will also learn basic Intacct navigation and how it handles general accounting functions.
Time
1:30 PM - 5:00 PM
1:30 PM

Tuesday, 16 July 2019

 
Time
9:30 AM - 12:00 PM
9:30 AM
Your organization’s employees are critical to delivering lasting impact in your community. Their commitment and passion are what continue to drive your mission forward and achieve success, but do your employees have access to the right technology and training to engage and empower them to continue being successful? In this session, we’ll cover five key principles and tools to empower your employees' innovation and productivity – even with a tight budget. You’ll leave with a way to assess your organization’s approach to empowering your employees and action steps to get started.
Time
1:30 PM - 5:00 PM
1:30 PM
How do you "plan"? How do the needs of the community inform your programming efforts? And further, are you in a strong, capable or weak position to deliver on those community needs? To be successful in achieving your mission and fulfilling your obligations, you must have the explicit support of your community. Attend this session to discover how to use your community needs assessment to lay the foundation for your planning and goal-setting efforts, as well as to dynamically change the way your organization is perceived by funders, partners and the community as a whole. You will also learn about tools to assess your own organization's readiness for planning, including change readiness and assessment of culture, capabilities, capacity, skills, structure and more.
Time
1:30 PM - 5:00 PM
1:30 PM
This session is designed for all types of boards. It will cover the following topics:    - Management’s expectations    - Conflicts of interest    - Rights    - Responsibilities    - Board and internal controls    - Risk management    - Board evaluation It will also include an exercise to test your level of understanding.
Time
1:30 PM - 5:00 PM
1:30 PM
Although the name has changed, the results are the same. If you run an HS/EHS program, you need to generate non-federal match (in-kind)! Are you finding it harder to generate? Is answering the question, "Is this allowable match?" your responsibility? Does generating in-kind fall on your shoulders? If you answered yes to any of these questions, please join us for this updated session. We will discuss the tools, techniques and regulations of generating, calculating and documenting non-federal match. Make generating in-kind the responsibility of everyone in your program. This session will focus on:   - What regulations and guidelines govern non-federal match.   - How to decide whether a contribution is allowable non-federal match.   - Where the most amount of in-kind is missed.   - Documenting all non-federal match.
Time
1:30 PM - 5:00 PM
1:30 PM
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
Provide an in-depth review of the FQHC 18 Program requirements, provide detailed info regarding HRSA's Onsite Visit to support health centers in meeting the 18 Program Requirements.  Obtain an understanding of the HRSA scope change including when a clinic is expanding sites.
Time
1:30 PM - 3:05 PM
1:30 PM
Are your stakeholders regularly asking you for additional detailed financial information in a more timely fashion? Are you having to do too much manual work to meet your compliance requirements? And are you beginning to wonder 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 finance teams experience when their accounting system can no longer meet the requirements of their organization or the demands of their stakeholders. We will review some of the accounting system options in the market today and how to go about finding the system that would best meet your needs.
Time
1:30 PM - 3:05 PM
1:30 PM
Does your organization experience delays in processing of payables, eligibility applications, close-out reports, or performance of other functions? Would your organization like to improve response times to better help the community members it is serving, reduce processing errors, improve fiscal processing times and more? Using our experience in performing business process reviews, we'll share some of the common themes we see that can be considered and implemented in your organization, focusing on the fiscal department. We will discuss a straightforward method you can use to evaluate your fiscal department's, or other departments' processes for efficiencies. This session will emphasize discussion on what may work best for your organization and will include exercises to help participants focus on their own support departments.
Time
1:30 PM - 3:05 PM
1:30 PM
This session will provide an overview of cost report need-to-know concepts and the type of information required for the Medicare cost report. We will discuss rate setting and rate rebasing concepts, including cost analysis and management, and explore various types of Medicare billing opportunities that are often missed or overlooked by clinics.
Time
3:25 PM - 5:00 PM
3:25 PM
While procurement systems and workflow automation have been around for some time, many organizations are still relying on manual processes and have not taken advantage of the many benefits these systems offer. Together, we will explore the options available in today's most popular financial systems as well as specialty systems designed to work with any ERP, discuss the benefits of automation and develop a plan to help transition your current processes.
Time
3:25 PM - 5:00 PM
3:25 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
3:25 PM - 5:00 PM
3:25 PM
Your organization's fiscal department performs a range of activities, but is each individual performing the right ones? Using our experience with performing business process reviews, we'll share some of the common themes we see that can be considered and implemented in your organization's fiscal department. We will discuss general roles and responsibilities at various levels of staff in an accounting department, from the CFO to accounting 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 accounting departments.
Time
3:25 PM - 5:00 PM
3:25 PM
Do you want to make connections with your peers? How about having a chance to talk with other leaders about the success and/or struggles you’ve experienced 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 Evening With Wipfli. Join us for an evening of 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
5:30 PM - 7:00 PM
5:30 PM

Wednesday, 17 July 2019

 
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!
Time
8:15 AM - 11:45 AM
8:15 AM
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.
Time
8:15 AM - 11:45 AM
8:15 AM
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.
Time
8:15 AM - 11:45 AM
8:15 AM
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.
Time
8:15 AM - 11:45 AM
8:15 AM
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
8:15 AM - 11:45 AM
8:15 AM
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.
Time
8:15 AM - 11:45 AM
8:15 AM
If you are not already familiar with Form 990, or you desire a refresher, this course is for you. This hands-on session will familiarize you with some of the key considerations for the Form 990 to get you ready to file. Come to this session to explore the answers to the following questions:   - What changes/clarifications have been made during the year to the Form 990, and how will they affect my organization and me in my role?   - What are all those questions on the Form 990, and what do they mean to my organization?   - How do I properly report the organization's Board of Directors’ members and employees on the Form 990? What do all the different employee classifications mean? These questions and more will be answered as we walk through Form 990 and all of its schedules during our discussion. Bring specific questions to this updated session, and we'll discuss them as a group.
Time
8:15 AM - 11:45 AM
8:15 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
8:15 AM - 11:45 AM
8:15 AM
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.
Time
8:15 AM - 9:50 AM
8:15 AM
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.
Time
8:15 AM - 9:50 AM
8:15 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
8:15 AM - 9:50 AM
8:15 AM
Dwight D. Eisenhower said, "…I have always found that plans are useless, but planning is indispensable." Having a great plan is important, but going through a good, thorough process to develop your plan is essential.  Planning and strategic management is at the forefront of success. Most strategies involve a significant amount of human resources involvement--either around 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 to the strategies across the organization.
Time
8:15 AM - 9:50 AM
8:15 AM
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).
Time
10:10 AM - 11:45 AM
10:10 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
10:10 AM - 11:45 AM
10:10 AM
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.
Time
10:10 AM - 11:45 AM
10:10 AM
Bad stuff happens. How your organization responds to a data breach, device loss or corporate account takeover will either minimize or compound the impact of the event. In this session we will review components of an effective IRP and facilitate an interactive group tabletop exercise to simulate the decisions that need to be made during a crisis.
Time
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
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.
Time
1:30 PM - 5:00 PM
1:30 PM
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.
Time
1:30 PM - 5:00 PM
1:30 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 the five key components of a total rewards system and the mindset organizations must have to be competitive in today's marketplace.
Time
1:30 PM - 5:00 PM
1:30 PM
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.
Time
1:30 PM - 3:05 PM
1:30 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
1:30 PM - 3:05 PM
1:30 PM
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.
Time
1:30 PM - 3:05 PM
1:30 PM
The new Uniform Guidance Compliance Supplement is the driver of all audits for grant-funded programs. It provides the auditor with specific steps to follow while auditing the compliance section. This session, which has been updated for the 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.
Time
1:30 PM - 3:05 PM
1:30 PM
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.
Time
1:30 PM - 3:05 PM
1:30 PM
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.
Time
1:30 PM - 3:05 PM
1:30 PM
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.
Time
1:30 PM - 3:05 PM
1:30 PM
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.
Time
3:25 PM - 5:00 PM
3:25 PM
Head Start programs often have difficulty finding local health care resources to provide the required screenings and clinical services for their enrollees.   Federally Qualified Health Centers (FQHC) have a mission to provide care to uninsured and underserved populations, making them a perfect partner for the Head Start program families. This session will provide information about each service entity and highlight the benefits of such a partnership.
Time
3:25 PM - 5:00 PM
3:25 PM
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
3:25 PM - 5:00 PM
3:25 PM
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
3:25 PM - 5:00 PM
3:25 PM
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?
Time
3:25 PM - 5:00 PM
3:25 PM
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.
Time
3:25 PM - 5:00 PM
3:25 PM

Thursday, 18 July 2019

 
For social change organizations, it is vital to show the impact you hope to achieve over the short term and how those outcomes will lead to realizing long-term change in your community. A theory of change is the organization's story of how and why the world will be different because of what you do, and it makes the connection between your mission and program(s). For this reason, it has important implications for your planning efforts and how you evaluate your activities along the way. Join this session to practice building a theory of change and leave with methods for continuing the work in your program(s).
Time
8:15 AM - 11:45 AM
8:15 AM
This session is a combination of brand blueprint training from Wipfli's Web marketing group and culture/employee engagement.
Time
8:15 AM - 11:45 AM
8:15 AM
Nonprofit organizations are required to establish and maintain effective internal controls. What does this mean for your organization? 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 establish effective internal controls by applying the framework.
Time
8:15 AM - 11:45 AM
8:15 AM
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
8:15 AM - 11:45 AM
8:15 AM
This session is about you, your agency goals, and possible risks in meeting those goals that you might not have realized exist. Prior to the session, those registered will be sent a short survey to identify your top three agency goals. We will use the collective answers to identify 10 of the most popular goals. We will compare those goals with the enterprise risk management process and identify areas of risk/concern that agency leaders and staff will want to think about when they get back home.
Time
8:15 AM - 11:45 AM
8:15 AM
As the CFO/finance director/accounting manager for your nonprofit, you have an intimate knowledge of money and people — the two essential ingredients at the foundation of any problem. Like it or not, you're the go-to guy! Cultivate your skills as the essential problem solver by learning to:  (1) understand how to truly identify and characterize problems whether they come on slowly or hit like a tsunami, (2) articulate that problem to other key stakeholders with just the right balance of fact and emotion to facilitate a solution, (3) facilitate the identification of possible action and selection of next steps, and (4) shepherd the follow-through and cultivate continuous improvement.
Time
8:15 AM - 11:45 AM
8:15 AM
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
8:15 AM - 9:50 AM
8:15 AM
CSBG has specific requirements related to strategic plans. In this session we will explore meeting the requirements of the CSBG Organizational Standards for strategic planning: a. We will review each of the standards and discuss how organizations can best meet the criteria. b. We will present a sample strategic plan and case study. c. We will discuss best practice approaches as well as what has been done by other participants.
Time
8:15 AM - 9:50 AM
8:15 AM
Projects come in all shapes and sizes, covering everything from building/construction to implementation of new software or management of a physical office move. In this session, we will offer a high-level review of the common pitfalls encountered by people as they try to manage various projects. We will discuss what tools to employ to assist you with identifying and possibly eliminating some of these problems. We will cover establishing project governance, developing an effective project plan, how to assign resources and set expectations, running an effective status meeting, keeping track of timelines and budgets and reporting to management.
Time
8:15 AM - 9:50 AM
8:15 AM
Using examples of real-life fraud schemes that have been perpetrated, we will discuss the internal controls that failed, alternative controls that could have alleviated these control weaknesses, and the various costs associated with making these system changes.
Time
8:15 AM - 9:50 AM
8:15 AM
Although internal controls seem to be a simple concept, many organizations struggle to implement effective control environments. Attendees will learn a range of internal controls to address various risks, including theft or misappropriation. In particular, we will discuss ways your organization can implement effective controls in lean staffing environments.
Time
10:10 AM - 11:45 AM
10:10 AM
Join us to dig into a case study where we start by using Excel for project management activities, then take it to the next level by employing SmartSheets, one of the many project management software solutions available on the market today. Since many project management software programs offer similar capabilities, by exploring how SmartSheet is able to streamline and add benefit to managing multiple projects for the user, we will share what is available in these solutions to help you identify what is most important for you when choosing or using a tool of this type. We will explore some of the many ways a project management tool can be implemented to help organize, define and keep track of all aspects of a project — including resources, timelines and budgets — to keep important processes and outcomes from falling through the cracks.
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
In this session attendees will learn the basics of emergency preparedness. We will discuss conducting an organization-wide hazard vulnerability assessment (HVA), core components of an emergency operations plan (what should be included within this), communications and a training an exercise plan. Together, these components create a foundation for organizational preparedness and response. This session will include an interactive breakout where individuals will discuss top organizational hazards and tie those to a training/exercise plan, followed up by a discussion of business continuity and how organizations will continue to operate.
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
Internal controls are emphasized even more in the new Uniform Guidance. This session will focus on how an auditor analyzes internal controls throughout the audit process. We specifically will cover internal controls best practices. If you are a fiscal officer, program director or program staff, join us for this session to discuss the internal controls your organization must have regarding:    - Assets    - Liabilities    - Revenue and expense accounts We will even give you fraud prevention suggestions for these areas.
Time
1:30 PM - 5:00 PM
1:30 PM
Leaders, you don't need one more distraction taking you away from meeting your goals, managing your teams and supporting governing bodies. By identifying risks at an organizational level, you have a better chance of ensuring one risk doesn't cause you to miss on your mission. This session explores what capabilities you should develop and what actions you need to take to ensure critical risks are identified and managed effectively at your agency. For example, having clear business objectives tied to overall strategy, understanding your business context and the impact your community partners could have on your agency, understanding whether you are staying in compliance with regulatory guidelines and more. This session will highlight what an enterprise risk management system can teach you about your organization and why you won't want to manage your agency without one. You have a governing body. You may even have a few committees as part of your board. But do you have the right committee to oversee risks at an organizational level, and does a risk committee make sense for you? Join this session to discuss the differences between the audit committee and a risk committee. You don't want to be in the position to have to design and implement a risk committee after you need it. You want it to be in place to provide input to management on critical risk issues evident throughout the organization, not just the financial risks. You want it to establish a risk appetite so clear guidelines exist for the amount of risk considered acceptable by the organization, and you want it to help coordinate the activities of other committees assigned to manage risk. A risk committee may not make sense for every organization, but it may make more sense than you realize.
Time
1:30 PM - 5:00 PM
1:30 PM
People — the right people — are your competitive differentiator and advantage. As demographic shifts escalate, and the job market improves, talent assessment and succession planning are critical business priorities. Retention and development of talent needs to be a core competency of the human resources strategy. In this session we will discuss what your organization needs to be doing — today — to be prepared for the future.
Time
1:30 PM - 5:00 PM
1:30 PM
Millennials (born 1981-1999) now make up 50% of the workforce, and by 2022 Gen Z (born after 2000) will begin catching up to them! Where does that leave the state of nonprofit leadership? Join this session to explore best practices and innovative approaches to designing leadership roles and alignment opportunities that are appealing to the next generation and that help meet your agency’s most pressing succession and sustainability needs. We will explore leader development practices and alignment across all aspects of the organization. You will leave with a personal leadership narrative to begin or continue engaging across generations in your agency.
Time
1:30 PM - 5:00 PM
1:30 PM
"By failing to prepare, we are preparing to fail." - Benjamin Franklin. During this session attendees will learn what to include in their own tabletop exercises to ensure compliance across multiple industries. An effective tabletop exercise allows you to assess your organization's emergency preparedness readiness and plan, identify weaknesses and improve your training program. Tabletop exercises are also a low-cost opportunity to test and educate your employees while focusing on a specific hazard (an active shooter, earthquake, etc.). Because of the unfortunate increase in active shooters across America in all industries (including but not limited to government, hospitality, health care, nonprofit, tribal), we have developed an interactive, hands-on tabletop exercise based on active shooters in the workplace. Here, attendees will collaborate with one another and discuss their organization's plans, employees' roles/responsibilities and their organization's business continuity planning. To conclude this session, attendees will learn what must be included in an After Action Report (AAR) and the value of conducting an exercise.
Time
1:30 PM - 3:05 PM
1:30 PM
This session will provide a guide for defining, initiating and executing a digital transformation initiative to maximize results. The panelists will provide a framework for digital transformation and will showcase success stories to highlight the fact that while the technology is important, it's the people transitions, the culture and the processes that ultimately determine the outcome.
Time
1:30 PM - 3:05 PM
1:30 PM
Almost everyone in the workforce today uses Excel in some capacity in the performance of their daily job. Many people have also used some of the more common formulas like sum, avg, etc. However, most people never venture into some of the more powerful formulas such as VLookup, "If" Statements, Text extraction formulas, etc. We will review some of the top formulas that I use on a regular basis and provide real life examples of how those formulas can/should be used.
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
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. We will also demonstrate how you can automate the new revenue recognition standards using Sage Intacct.
Time
1:30 PM - 3:05 PM
1:30 PM
This session starts with an overview of all the technology systems that encompass the operational areas of a nonprofit and continues through the interaction all the way to the end users. We will provide an introduction to the Tech for Social Impact (TSI) division of Microsoft and what they can provide your organization. Then, we'll discuss a survey of the market for nonprofits and what makes up their digital DNA. We'll cover the systems that support key operational areas and how the common data model (CDM) can support them. There will be a case study walk-through, and we'll discuss how operationalizing a critical system can increase volunteer engagement and greater impact. This will be followed by a discussion and Q&A.
Time
1:30 PM - 3:05 PM
1:30 PM
This session will discuss performance measures, both financial and operational, when it comes to meeting organizational goals and objectives. We will discuss why you need to measure performance, effective reporting methods, performance dashboards and what your key stakeholders expect from you.
Time
3:25 PM - 5:00 PM
3:25 PM
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
3:25 PM - 5:00 PM
3:25 PM
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
3:25 PM - 5:00 PM
3:25 PM
This session addresses the collaboration challenges in a modern nonprofit and the ways to speed the time to connect and richness in communication. The session will begin with an overview of key scenarios that most nonprofits face and a walk-through of processes/tools to gain efficiencies. The end of the session will include a discussion and Q&A reviewing challenges in the participants' organizations to determine areas of opportunity to increase impact (for example, speeding your grant application coordination and co-editing/approval process).
Time
3:25 PM - 5:00 PM
3:25 PM
In this session for strategic leaders we will discuss ways to adapt agile thinking to your organizational leadership approach, especially when it comes to taking strategy from theory to reality.
Time
3:25 PM - 5:00 PM
3:25 PM

Friday, 19 July 2019

 
Attend this working session to tie your conference experience together and prepare for successfully leading change after a week of intense learning. We will recap cornerstone sessions from Designing Your Future, Attracting & Retaining Talent, (Harnessing Technology), Improving Performance, and Leading Change. The session includes a complete checklist of best practice's and tools for ensuring your plan is top-notch and you are ready to make an impact at your agency right away. Trainers and experts from all areas will be on hand to guide your plan and answer your questions.
Time
8:15 AM - 11:45 AM
8:15 AM
Now that you have heard the compliance side of in-kind in John Hemming's in-kind session, participate in this practicum to determine who to ask, how to ask and what to ask for. Leave with specific goals, strategies and tasks to bring more in-kind into your agency. (Imagine if you had all the in-kind you needed!)
Time
8:15 AM - 11:45 AM
8:15 AM
What is an audit? Why do I have to have one? If I prepare all the workpapers, what does my auditor really do? In this updated session learn the secrets from a real-life auditor and become informed about the practices auditors do not usually reveal to their clients while performing an audit. Do you have a difficult time preparing for the year-end financial statement audit? Do you find it 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
8:15 AM - 11:45 AM
8:15 AM
Strong programs with skilled leaders and cohesive teams are capable of creating an environment where more impactful factors than pay drive employee retention, engagement and results. With a labor market that's more competitive than ever, it's vital to create and nurture an atmosphere where you can unleash the power of your people. This session focuses on methods to diagnose and address common engagement challenges to begin planning for an environment of lower stress, less need for enforcement and correction, and clearer priorities.
Time
8:15 AM - 11:45 AM
8:15 AM
Strategic Issues and Options panel: In this panel discussion, we will cover issues facing our nonprofit clients now and what they see just around the corner. This session will improve your futurist thinking and help you gain insight into tomorrow’s challenges, today.
Time
8:15 AM - 9:50 AM
8:15 AM
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
10:10 AM - 11:45 AM
10:10 AM

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