2017 Conference Schedule

 

General conference check-in is Monday, July 10, 2017 from 8 a.m.-5 p.m. & Tuesday, July 11, 2017 from 7:30 a.m.-1:30 p.m.

Tuesday Morning Full Sessions

10 –11:45 a.m.
Opening Session

Tuesday Afternoon Full Sessions (attend one)

1:30-5 p.m.
Pension and OPEB Reporting Requirements
1:30-5 p.m.
Preparing for the Audit and Working With the Auditor
1:30-5 p.m.
Developing an Information Governance Discipline
1:30-5 p.m.
Intacct Basics
1:30-5 p.m.
Generating Unrestricted Net Assets Through Business and Social Enterprises
1:30-5 p.m.
HS/EHS Non-Federal Share/In-Kind/Match: No Matter What You Call It, You Have to Have It!
1:30-5 p.m.
MUG: - MIP User Group
1:30-5 p.m.
Microsoft® Office 365: Your Office, Your Way
1:30-5 p.m.
Financial Analysis
1:30-5 p.m.
Understanding the IRS Form 990
1:30-5 p.m.
Enhancing Your Community Presence
Select EITHER one Morning Full Session OR a 1st and 2nd Morning Mini Session

Wednesday Morning Full Sessions (attend one)

8:15-11:45 a.m.
GAAP and Auditing Standards Update
8:15-11:45 a.m.
FQHC: Financial Planning for Service Expansion
8:15-11:45 a.m.
Cafeteria Plans, FSAs, HSAs, and Form 5500 Compliance
8:15-11:45 a.m.
Head Start Monitoring Protocol
8:15-11:45 a.m.
Enabling Technology Transformation
8:15-11:45 a.m.
Creating a Culture of Continuous Improvement
8:15-11:45 a.m.
Using Data Analytics to Identify Fraud, Waste, and Abuse
8:15-11:45 a.m.
Storytelling Workshop
If you did not select a Morning Full Session, select a 1st and 2nd Morning Mini Session
Choose one session per time slot below

Wednesday 1st Morning Mini Sessions (attend one)

8:15-9:50 a.m.
Direct Charging Allowable Costs
8:15-9:50 a.m.
Strategic Planning 1: Community Impact Assessments
8:15-9:50 a.m.
Payroll Setup in MIP
8:15-9:50 a.m.
Talent Management Session 1: Talent Management and Organizational Effectiveness
8:15-9:50 a.m.
Understanding IRS Form 990 for Executives

Wednesday 2nd Morning Mini Sessions (attend one)

10:10-11:45 a.m.
Nonprofit Financial Statement Reporting Model
10:10-11:45 a.m.
HR Management in MIP
10:10-11:45 a.m.
Talent Management Session 2: Leadership Self-Awareness
10:10-11:45 a.m.
Unrelated Business Income Overview
Select EITHER one Afternoon Full Session OR a 1st and 2nd Afternoon Mini Session

Wednesday Afternoon Full Sessions (attend one)

1:30-5 p.m.
Budgeting and Financial Planning
1:30-5 p.m.
Strategic Planning 2: Essentials
1:30-5 p.m.
EHS/HS: Eligibility, Recruitment, Selection, Enrollment, Attendance (ERSEA)
1:30-5 p.m.
General Board Governance
If you did not select an Afternoon Full Session, select a 1st and 2nd Afternoon Mini Session
Choose one session per time slot below

Wednesday 1st Afternoon Mini Sessions (attend one)

1:30-3:05 p.m.
Methods of Procurement
1:30-3:05 p.m.
EWS Implementation in MIP
1:30-3:05 p.m.
Organization of the Future 1: Overview and Culture
1:30-3:05 p.m.
Managing Cybersecurity Risk and Tips on How Not to Become a Victim
1:30-3:05 p.m.
FQHC: Preparing for an HRSA OSV (On-site Visit – Site Visit)
1:30-3:05 p.m.
The Magic of Data Analytics
1:30-3:05 p.m.
Retirement Plan Design
1:30-3:05 p.m.
Your Development Plan, Your Dream Catcher

Wednesday 2nd Afternoon Mini Sessions (attend one)

3:25-5 p.m.
Navigating the World of Donor Management Software
3:25-5 p.m.
Gone But Not Forgotten: Tips for Managing Information Before Employees Become “Former”
3:25-5 p.m.
Davis-Bacon Act for Head Start/Early Head Start
3:25-5 p.m.
Payroll Processing in MIP
3:25-5 p.m.
Understanding the Compliance Supplement
3:25-5 p.m.
Testing Disaster Recovery Plans
3:25-5 p.m.
FQHC: Completing the Annual UDS Report
3:25-5 p.m.
Leading Change for Sponsors and Champions
Select EITHER one Morning Full Session OR a 1st and 2nd Morning Mini Session

Thursday Morning Full Sessions (attend one)

8:15-11:45 a.m.
Intacct Reporting and Analytics
8:15-11:45 a.m.
Strategic Planning 3: Leading and Communicating Change
8:15-11:45 a.m.
An Auditor's Look at Internal Controls (COSO)
8:15-11:45 a.m.
Top Challenges Facing EHS/HS Directors
8:15-11:45 a.m.
Talent Management Session 3: Coaching for Performance
8:15-11:45 a.m.
Fund Accounting 101
8:15-11:45 a.m.
Impactful Technology Solutions (At Low to No Cost)
If you did not select a Morning Full Session, select a 1st and 2nd Morning Mini Session
Choose one session per time slot below

Thursday 1st Morning Mini Sessions (attend one)

8:15-9:50 a.m.
We Have a Fraud: What to Do (or Not Do) Next
8:15-9:50 a.m.
Budgeting for EHS/HS Directors
8:15-9:50 a.m.
Identifying Common Errors in Financial Statements
8:15-9:50 a.m.
How to Go to the Head of CLASS
8:15-9:50 a.m.
Form 990: How to Effectively Prepare Information for Your Paid Preparer
8:15-9:50 a.m.
Retirement Plan Audit Best Practices
8:15-9:50 a.m.
Creating Your Communication Plan

Thursday 2nd Morning Mini Sessions (attend one)

10:10-11:45 a.m.
Internal Controls for Lean Organizations
10:10-11:45 a.m.
Understanding Financial Statements
10:10-11:45 a.m.
403(b) vs. 401(k) Plan Differences
10:10-11:45 a.m.
Organization of the Future 2: Leadership
10:10-11:45 a.m.
HS/EHS 15% Administrative Limit: From Legislation to Implementation
10:10-11:45 a.m.
Identifying Your Community Presence Team
Select EITHER one Afternoon Full Session OR a 1st and 2nd Afternoon Mini Session

Thursday Afternoon Full Sessions (attend one)

1:30-5 p.m.
Real-Life Fraud Adventures
1:30-5 p.m.
Analyzing Audited Financial Statements for Executive Directors and Board Members
1:30-5 p.m.
Talent Management Session 4: Total Rewards
1:30-5 p.m.
Data Import With MIP Fund Accounting
1:30-5 p.m.
Creating Your Presence: LAB
If you did not select an Afternoon Full Session, select a 1st and 2nd Afternoon Mini Session
Choose one session per time slot below

Thursday 1st Afternoon Mini Sessions (attend one)

1:30-3:05 p.m.
FQHC: Quality Improvement – What Board Members Need to Know
1:30-3:05 p.m.
Federally Negotiated Indirect Cost Rates
1:30-3:05 p.m.
Finance Department Roles and Responsibilities
1:30-3:05 p.m.
Enhancing Your Understanding of Retirement Plan Fees and Compliance
1:30-3:05 p.m.
You've Been Hacked…Now What?
1:30-3:05 p.m.
Organization of the Future 3: Systems, Data Alignment
1:30-3:05 p.m.
What's New for the Uniform Guidance

Thursday 2nd Afternoon Mini Sessions (attend one)

3:25-5 p.m.
10% de Minimis Indirect Cost Rates
3:25-5 p.m.
Documenting Fiscal Workflow to Determine Process Efficiencies
3:25-5 p.m.
The Affordable Care Act
3:25-5 p.m.
Preventing and Responding to Identity Theft
3:25-5 p.m.
HS/EHS Governance: Working Together for the Mission
3:25-5 p.m.
Fundraising and Tax Management
Select EITHER one Morning Full Session OR a 1st and 2nd Morning Mini Session

Friday Morning Full Sessions (attend one)

8:15-11:45 a.m.
FQHC: Anchoring the NCQA PCMH Standards in Your Health Center
8:15-11:45 a.m.
Has Your Fraud IQ Kept Pace With Your Fraud Risk?
8:15-11:45 a.m.
Talent Management Session 5: Talent Assessment and Succession Planning
8:15-11:45 a.m.
Financial Reporting With MIP and DrillPoint
If you did not select a Morning Full Session, select a 1st and 2nd Morning Mini Session
Choose one session per time slot below

Friday 1st Morning Mini Sessions (attend one)

8:15-9:50 a.m.
HS/EHS: The Best Kept Secret—Now Stop It!
8:15-9:50 a.m.
Technology Governance for Senior Management and Board Members
8:15-9:50 a.m.
Presenting to the Board
8:15-9:50 a.m.
Understanding Fiduciary Responsibility in Your Retirement Plan
8:15-9:50 a.m.
Change Management Essentials (for Change Agents)

Friday 2nd Morning Mini Sessions (attend one)

10:10-11:45 a.m.
Making the Ask
10:10-11:45 a.m.
Real-Life Grant-Funded Challenges
10:10-11:45 a.m.
Government Reporting Model

What our attendees say...



"I recommend this conference to all of our regional agencies. Provides relevant information on policy, best practices, and general operations of non-profits."
Misty O'Keefe, COO
Child Care Aware of Missouri
"As a new executive director, I found the conference to be organized, well planned, information-rich, and an excellent use of my time."
Angele Thibodeaux Burns, CEO
East Central Illinois Community Action Agency
"If you want your organization to grow and become a leader in your community, you need to come to this conference."
Brian Heese, Executive Director
Northern California Child Development, Inc.
"Best conference I have ever attended in my career. Very relevant topics to finance for non-profits and excellent presenters."
Mary Werner, Director, Financial Planning & Analysis
Lutheran Social Services of the South Upbring
"This was my first year attending and I have learned so much! Wipfli rocks!! See you all next year!"
Daphne Harris Brown, Compliance Specialist/IT Specialist
Washington County Opportunities
"This conference was intensive. I would recommend this training and conference to all my colleagues. The staff and presenters are second to none."
Charlie Ugarte, Director of Finance
Puerto Rican Family Institute