2018 Conference Schedule

 
Select EITHER one Afternoon Full Session OR a 1st and 2nd Afternoon Mini Session

Tuesday Afternoon Full Sessions (attend one)

1:30-5 p.m.
Connecting the Care Team to the Performance Improvement Program
1:30-5 p.m.
Real-Life Fraud Adventures
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.
Total Rewards: Get and Keep the Best People for Your Nonprofit
1:30-5 p.m.
Impactful Technology From Not-So-Distant Future
1:30-5 p.m.
Financial Analysis
1:30-5 p.m.
Map Your Culture: The First Step to Successful Change
If you did not select an Afternoon Full Session, select a 1st and 2nd Afternoon Mini Session
Choose one session per time slot below

Tuesday 1st Afternoon Mini Sessions (attend one)

1:30-3:05 p.m.
Data Speaks: Using GuideStar to Amplify Your Voice
1:30-3:05 p.m.
Budgeting and Forecasting for Nonprofits
1:30-3:05 p.m.
Would a Shared Service Arrangement Work for Your Nonprofit Organization?

Tuesday 2nd Afternoon Mini Sessions (attend one)

3:25-5 p.m.
Indirect Allocations in Sage Intacct
3:25-5 p.m.
Uncover Efficiencies Through Process Workflows
3:25-5 p.m.
Managing Cybersecurity Risk and Tips on How Not to Become a Victim
3:25-5 p.m.
Go to the Head of CLASS
3:25-5 p.m.
Seven Ways Nonprofits Are Controlling Costs and Driving Down Admin Overload
3:25-5 p.m.
Succession Planning – Building a Legacy Organization
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.
Bringing the 2017 NCQA PCMH Standards to Life
8:15-11:45 a.m.
Tribal GASB Update Including GASB 84 – Fiduciary Activities and GASB 87 – Leases
8:15-11:45 a.m.
Reporting for Grant-Funded Organizations in Sage Intacct
8:15-11:45 a.m.
Analyzing Audited Financial Statements for Executive Directors and Board Members
8:15-11:45 a.m.
Data Utilization for Decision Making and Continuous Quality Improvement
8:15-11:45 a.m.
Talent Assessment & Succession Planning
8:15-11:45 a.m.
Planning for Your Future 1: Research Approaches
8:15-11:45 a.m.
Cafeteria Plans, FSAs, HSAs and Form 5500
8:15-11:45 a.m.
Operational Excellence: Using Continuous Improvement to Streamline Business Processes
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.
Take Control of Your Message
8:15-9:50 a.m.
Incident Detection and Response Planning in Today's Threat Environment
8:15-9:50 a.m.
Budgeting for Head Start/Early Head Start Directors

Wednesday 2nd Morning Mini Sessions (attend one)

10:10-11:45 a.m.
Internal Controls for Lean Organizations
10:10-11:45 a.m.
Competitive Compensation in Head Start
10:10-11:45 a.m.
Fundraising and Tax Management
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.
Change Happens: Keep Calm and Carry On
1:30-5 p.m.
An Auditors Look at Internal Controls
1:30-5 p.m.
HS/EHS Eligibility, Recruitment, Selection, Enrollment, and Attendance (ERSEA)
1:30-5 p.m.
Planning for Your Future 2: Essentials of Strategy
1:30-5 p.m.
Office 365 Tips, Tricks and Takeaways
1:30-5 p.m.
Understanding the IRS Form 990
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.
On Site Visit and HRSA Scope Change
1:30-3:05 p.m.
Sage Intacct for In-kind and Grant-Funded Organizations
1:30-3:05 p.m.
Real-Life Grant-Funded Challenges
1:30-3:05 p.m.
403(b) vs. 401(k) Plan Comparison and Retirement Plan Design Considerations
1:30-3:05 p.m.
How to Choose the Right HRIS for Your Organization

Wednesday 2nd Afternoon Mini Sessions (attend one)

3:25-5 p.m.
We Have a Fraud: What to Do (or Not Do) Next
3:25-5 p.m.
Evaluating Outsourced Accounting Solutions for Your Organization
3:25-5 p.m.
Roles and Responsibilities of the Finance Department
3:25-5 p.m.
The Affordable Care Act
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.
Launching a Fundraising Program: From A to Z
8:15-11:45 a.m.
Using Data Analytics to Identify Fraud, Waste, and Abuse
8:15-11:45 a.m.
Planning for Your Future 3: Leading Strategic Change and Transformation
8:15-11:45 a.m.
Preparing for the Audit
8:15-11:45 a.m.
Head Start Monitoring Protocol Under AMS 2.0
8:15-11:45 a.m.
Technology – Your Strategy for a Better Bottom Line
8:15-11:45 a.m.
Leadership Self-Awareness: Using Predictive Index to Increase Your Effectiveness
8:15-11:45 a.m.
General Board Governance
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.
10% de Minimus Indirect Cost Rate
8:15-9:50 a.m.
FQHC Cost Analysis, Reporting, and Rate Setting
8:15-9:50 a.m.
Preventing and Responding to Identity Theft
8:15-9:50 a.m.
Fiscal Policy and Procedures
8:15-9:50 a.m.
Understanding Retirement Plan Fiduciary Responsibility and Fee Compliance

Thursday 2nd Morning Mini Sessions (attend one)

10:10-11:45 a.m.
Nonprofit Financial Statement Reporting Model
10:10-11:45 a.m.
Identifying Common Errors in Financial Statements
10:10-11:45 a.m.
Building a Culture of Security Awareness
10:10-11:45 a.m.
Retirement Plan Audit Best Practices
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.
Accelerate Your Performance Through Culture
1:30-5 p.m.
Developing an Information Governance Discipline
1:30-5 p.m.
Methods of Procurement Under Uniform Guidance
1:30-5 p.m.
GASB Update: Governmental Financial Statement Preparation
1:30-5 p.m.
Recruiting and Selecting Head Start Superstars
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.
Donor Management Software Selection
1:30-3:05 p.m.
Step-by-Step Process for Completing Your Annual UDS Report
1:30-3:05 p.m.
OMB Compliance Supplement
1:30-3:05 p.m.
Focus on Leadership
1:30-3:05 p.m.
Find the Keys to Driving Performance
1:30-3:05 p.m.
HS/EHS Governance: Working Together for the Mission
1:30-3:05 p.m.
101's of Incident Command/How to Run Your Emergency Operations Center

Thursday 2nd Afternoon Mini Sessions (attend one)

3:25-5 p.m.
Did You Capture all the Criteria in Your Emergency Operations Plan?
3:25-5 p.m.
Federally Negotiated Indirect Cost Rates
3:25-5 p.m.
You've Been Hacked…Now What?
3:25-5 p.m.
Keeping Your Nonprofit Website Fresh in 2018
3:25-5 p.m.
Selecting the Software That Works for You
3:25-5 p.m.
Tax Reform and What It Means for Fundraising
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.
Applying the COSO Framework or Green Book
8:15-11:45 a.m.
Coaching for Performance
8:15-11:45 a.m.
Leading Tomorrow’s Organization (Or Don’t Succumb to Stupidity)
8:15-11:45 a.m.
Office 365 Tips, Tricks and Takeaways
8:15-11:45 a.m.
Enhancing Your Community Presence
8:15-11:45 a.m.
Theory of Change: Your Key to Planning and Evaluation
8:15-11:45 a.m.
Budgeting for the Future
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.
Building an Effective Process for Managing Records and Going Paperless
8:15-9:50 a.m.
Gone but Not Forgotten: Tips for Managing Information Before Employees Become “Former”
8:15-9:50 a.m.
Intro to Fund Accounting
8:15-9:50 a.m.
I'm a Board Member . . . Now What?

Friday 2nd Morning Mini Sessions (attend one)

10:10-11:45 a.m.
Nonprofit Revenue Recognition
10:10-11:45 a.m.
HS/EHS 15% Admin Limit

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