2018 Conference Schedule

Thursday, July 14, 2016

1st Afternoon Mini Sessions

Is Your Fiscal Manual Up To Date?

Date: 07/14/2016 1:30-3:05 p.m.
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Accounting
Applicable Audience: CEO/Executive Director
CFO/Finance Director
Finance Staff
Board Member
Tracks: Finance, Accounting, and Tax; Performance Improvement
Type: Mini
Level: Basic
Prerequisites: None
CPE Credits: 1.5
Trainers: Janet Johnson
Applicable Audience:
CEO/Executive Director
CFO/Finance Director
Finance Staff
Board Member
Learning Objectives:
1. Discuss the impact of the Uniform Guidance on a fiscal policies and procedures manual.
2. Explore how to incorporate changes when creating a manual.
3. Identify ways to make it easy for staff to understand and follow.
Session Description:
This is the year everyone must update their fiscal policies and procedures manual. Why? Because you must incorporate changes due to the Uniform Guidance. This session will address how to get this task done. We will show you how to create a manual that makes it easy for your staff to understand and helps them do the right thing. Topics we will address include:

• Equipment
• Procurement including micro-purchases
• Electronic records
• Family-friendly policies
• Employee-employer relations