Onsite conference schedule

Preconferences

Conference concierge! – Would you like assistance customizing your training experience? We have sessions for nonprofits and governments to choose from and would be happy to help you choose the sessions to best meet your development needs. Please send an email to gfponline@wipfli.com with the subject “Conference concierge,” and you will be contacted to help you build a conference schedule that is personalized for you.

Did you know there are special preconferences before the conference? Learn more:
OMB's Uniform Guidance regulations overview preconference
Head Start/Early Head Start regulations overview preconference
Organizational change management: Building change competency overview preconference

Monday, July 11

Monday, July 11, 2022

Monday Morning Full Sessions (attend one)

8:30 a.m.-5:00 p.m.

Head Start/Early Head Start Regulations Overview (Preconference)

Date: 07/11/2022 8:30 a.m.-5:00 p.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
HS/EHS Director/Manager
HS/EHS Program Staff

Tracks: Boards and tribal councils; Head Start/Early Head Start

Type: Full

Level: Overview

Qualifies for Yellowbook?: Yes

Prerequisites: None

CPE Credits: 7

Trainers:

Tammy Jelinek, MBA

Principal

Kate Atkins, MS

Client Development Advisor

Learning Objectives:
1. Explore how the Head Start Act and the HSPPS impact each other.
2. Discuss the future of these regulations.
3. Share ideas, thoughts and best practices of ongoing leadership about these requirements.

Session Description:
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:
• Administrative requirements (definitions, administrative limitations, non-federal match [a/k/a in-kind], following 45 CFR Part 75, recordkeeping)
• Power and functions (governing body, policy council, policy committees and administrative requirements)
• Program requirements overview (health, nutrition, ratios, ERSEA)
• Qualifications and wages (background check and minimum staff requirements)
• And time for your questions too!

8:30 a.m.-5:00 p.m.

OMB’s Uniform Guidance Regulations Overview (Preconference)

Date: 07/11/2022 8:30 a.m.-5:00 p.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Accounting (Governmental)

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
Finance Staff
HR Director/Manager
HR Staff
HS/EHS Director/Manager
HS/EHS Program Staff
IT Director/Manager
Program Director/Manager
Quality Improvement Leader

Tracks: Financial, accounting and tax; Boards and tribal councils; Head Start/Early Head Start; Risk

Type: Full

Level: Overview

Qualifies for Yellowbook?: Yes

Prerequisites: None

CPE Credits: 7

Trainers:

Denes Tobie, CPA

Partner

Katherine Eilers, CPA

Senior Manager

Learning Objectives:
1. Explore the guidance and the various sections.
2. Review where to get answers in the regulation.
3. Identify areas for improvement back at the agency.

Session Description:
Join us for this fully packed day of compliance regulations. After an introduction to laws and regulations, there will be a discussion of the general provisions and administrative requirements in 2 CFR Part 200 Uniform Guidance. We’ll focus on these key areas:
• Standards for financial management systems and internal controls
• Procurement, property and equipment
• Reporting and record retention requirements
The cost principles cover the costs that a grant-funded program can charge to federal grant awards. General principles, allowable costs, unallowable costs and costs that require prior approval will be discussed. We’ll also discuss certain selected items of cost. And we will give an overview of the audit requirements.

8:30 a.m.-5:00 p.m.

Organizational Change Management: Building Change Competency (Preconference)

Date: 07/11/2022 8:30 a.m.-5:00 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Business Management & Organization

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
HR Director/Manager
HS/EHS Director/Manager
IT Director/Manager
Program Director/Manager

Tracks: Performance improvement; Talent

Type: Full

Level: Intermediate

Qualifies for Yellowbook?: No

Prerequisites: Some leadership experience preferred

CPE Credits: 7

Trainers:

Deron Kling

Senior Manager

Daniel Bashore, Ph.D.

Consultant II

Learning Objectives:
1. Explore how reactions to change can impact future initiatives.
2. Discuss the process for change management that leaders can implement.
3. Share ideas, thoughts and best practices for tools and actions when implementing change in the agency.

Session Description:
Leaders, bring your team and join us for this one-day preconference session where together you will build skills and competencies around organizational change management. Taking these back to your organizations will help the transformation into a more “change agile” organization. Through a mix of both hands-on and instructional learning, you will explore and discuss the foundations in implementing effective change management efforts.

Monday Lunch

12 p.m.-1 p.m.

Connect with Wipfli Luncheon

Date: 07/11/2022 12 p.m.-1 p.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: None

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
CSBG/Org Standard
Finance Staff
HR Director/Manager
HR Staff
HS/EHS Director/Manager
HS/EHS Program Staff
IT Director/Manager
Program Director/Manager
Providers, Nurses
Quality Improvement Leader

Tracks: Financial, accounting and tax; Boards and tribal councils; Health care -FQHC only; Head Start/Early Head Start; Performance improvement; Risk; Technology; Talent

Type: Mini

Level: Overview

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 0

Trainers:

Brian Gaumont

Principal

Learning Objectives:
N/A

Session Description:
Please join us for our Connect With Wipfli Lunch. 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. Registration by July 5 is required to provide enough lunches for attendees.

Tuesday, July 12

Tuesday, July 12, 2022

Tuesday Morning Full Session

8:30-12 p.m.

Opening Session

Date: 07/12/2022 8:30-12 p.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: None

Tracks: Financial, accounting and tax; Boards and tribal councils; Health care -FQHC only; Head Start/Early Head Start; Performance improvement; Risk; Technology; Talent

Type: Full

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 0

Trainers:

Learning Objectives:

Session Description:
Join us for an exciting welcome event!

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.

CFO Roundtable: Hot Topic Issues to Discuss With Peers

Date: 07/12/2022 1:30-3:05 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: None

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff

Tracks: Financial, accounting and tax

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Amanda Flohr, CPA

Senior Manager

Denes Tobie, CPA

Partner

Ciara Leahy, CPA

Senior Manager, Audit

Learning Objectives:
1. Explore financial challenges.
2. Share best practices.
3. Identify areas of improvement to use back in the agency.

Session Description:
Please join us — and your peers — to discuss fiscal-focused hot topic issues. Together we will discuss what other organizations are doing in the face of these issues: cash flow projections, bank financing, allocation of grants, safeguarding assets and more.

1:30-3:05 p.m.

Financials for Non-Financial Leaders

Date: 07/12/2022 1:30-3:05 p.m.

History: New

Experience: Beginner

Advanced Preparation: None

Field of Study: Business Management & Organization

Applicable Audience: Board Member
CEO/Executive Director
COO
Clinic Leadership
HR Director/Manager
HS/EHS Director/Manager
HS/EHS Program Staff
IT Director/Manager
Program Director/Manager

Tracks: Financial, accounting and tax; Boards and tribal councils; Performance improvement

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Katherine Eilers, CPA

Senior Manager

Learning Objectives:
1. Explore financials — identify basic financial statements and classifications.
2. Discover where non-financial people struggle with financials.
3. Identify how to hold open discussions and ask questions.

Session Description:
Are you a self-identified non-financially savvy person? Then welcome to a session built just for you. If part of your current or future responsibilities is understanding the financial information of the agency, this session will give you easy-to-understand, practical suggestions for helping to learn agency financials. We will discuss the financials and explain the basics of financials and how to encourage questions and discussion at your agency to expand your understanding.

1:30-3:05 p.m.

Situational Awareness in 2022

Date: 07/12/2022 1:30-3:05 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Tracks: Boards and tribal councils; Performance improvement; Risk; Talent

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Andrew Hofstetter

Director, Organizational Performance

Learning Objectives:
1. Explore the situational environment.
2. Identify when a situation becomes actionable.
3. Discuss the planning process in various situations.

Session Description:
During this session, we will explore the baseline of situational awareness in an environment. We will connect what would be the concentric ring that connects a "normal" situation to one you need to be more aware of as you decide on action. Also, we will explore how having a plan impacts actions.

1:30-3:05 p.m.

How Do You Know If You Are Ready for Retirement?

Date: 07/12/2022 1:30-3:05 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Management Services

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
HR Director/Manager
HS/EHS Director/Manager
IT Director/Manager
Program Director/Manager

Tracks: Financial, accounting and tax; Boards and tribal councils; Health care -FQHC only

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Lisa Loughry

Executive VP, National Accounts Mutual of America Financial Group

Earl Jones, Jr.

VP, National Accounts, Mutual of America Financial Group

Learning Objectives:
1. Define retirement planning success and retirement readiness.
2. Identify best practices in selecting plan providers and plan costs.
3. Discuss fiduciary reviews, diversification of portfolios and increase of participation rates.

Session Description:
Mutual of America Financial Group is pleased to present this session that will discuss better positioning your agency for retirement plan success and retirement readiness from an employee perspective.

Hear about best practices agencies should follow when selecting plan providers, understanding the “all in” costs of a retirement plan, due diligence plan fiduciary reviews, diversification of portfolios, achievement of higher participation rates and more.

1:30-3:05 p.m.

The Leader's Role in Fostering a Positive Culture

Date: 07/12/2022 1:30-3:05 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
HR Director/Manager
HS/EHS Director/Manager
IT Director/Manager
Program Director/Manager

Tracks: Boards and tribal councils; Talent

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Barbara Low, SPHR, RODC

Manager

Julia Johnson

Director, Organizational Performance

Learning Objectives:
1. Self-reflect regarding tone at the top.
2. Discuss how positivity impacts others.
3. Explore practical applications to help implement a positive culture.

Session Description:
Positive culture is often cited as one reason employees stay with their organization. Culture is so important, and this session will explore what role leaders play in creating, changing and/or perpetuating a positive culture. And what happens when you as a leader are not feeling so positive? We will discuss that too!

1:30-3:05 p.m.

Nonprofits and FQHCS: Working Together to Strengthen Communities

Date: 07/12/2022 1:30-3:05 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership

Tracks: Health care -FQHC only; Performance improvement

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Greg Facktor

Managing Partner, GFA

Darrell Gardner

Partner, GFA

Dan Winokur

Senior Director, GFA

Learning Objectives:
1. Review the benefits of nonprofit and FQHC collaboration.
2. Discuss the process of crafting bi-directional agreements.
3. Identify the business case for building a collaborative contractual framework.

Session Description:
There are countless ways nonprofits and FQHCs can work together to mutually benefit the communities they serve. Collaboration can leverage each organization’s strengths and act as a driver for new business.

Tuesday 2nd Afternoon Mini Sessions (attend one)

3:25-5 p.m.

COSO and Internal Controls

Date: 07/12/2022 3:25-5 p.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Accounting

Applicable Audience: CFO/Finance Director
Finance Staff

Tracks: Financial, accounting and tax; Performance improvement; Risk

Type: Mini

Level: Basic

Qualifies for Yellowbook?: Yes

Prerequisites: None

CPE Credits: 1.5

Trainers:

Amanda Flohr, CPA

Senior Manager

Learning Objectives:
1. Discuss the requirements for internal controls.
2. Explore internal control components.
3. Identify how to apply internal controls to your organization.

Session Description:
Federally funded organizations are required to establish and maintain effective internal controls. The Uniform Guidance states that your internal controls should comply 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 continue effective internal controls in our ever-changing world.

3:25-5 p.m.

Leadership Roundtable

Date: 07/12/2022 3:25-5 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
COO
Clinic Leadership
HS/EHS Director/Manager
Program Director/Manager

Tracks: Boards and tribal councils; Talent

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: Coming Soon

Trainers:

Tammy Jelinek, MBA

Principal

Denes Tobie, CPA

Partner

Julia Johnson

Director, Organizational Performance

Learning Objectives:
N/A

Session Description:
Join this Wipfli-led panel discussion for leaders to explore what your current challenges are and what's just around the corner. This panel discussion will connect you those from Wipfli with leadership expertise to answer questions and explore ideas and connect you with peers in the audience.

3:25-5 p.m.

Human Trafficking Awareness

Date: 07/12/2022 3:25-5 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
COO
Clinic Leadership
HR Director/Manager
HR Staff
HS/EHS Director/Manager
HS/EHS Program Staff
Program Director/Manager

Tracks: Risk; Talent

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Andrew Hofstetter

Director, Organizational Performance

Learning Objectives:
1. Identify the forms of human trafficking.
2. Discuss the signs of human trafficking.
3. Identify appropriate steps to take if it occurs in the workplace.

Session Description:
As an agency, we deal with crises on a daily basis. Some crises are more subtle than others. During this session, we will discuss the forms of human trafficking. We will explore the signs to be aware of regarding human trafficking. We will talk about trauma bonding and dos and don'ts when it comes to addressing human trafficking in the workplace.

3:25-5 p.m.

ESG Investing – How to Invest With a Social Purpose

Date: 07/12/2022 3:25-5 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Management Services

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
HR Director/Manager
HS/EHS Director/Manager
IT Director/Manager
Program Director/Manager

Tracks: Financial, accounting and tax; Boards and tribal councils; Health care -FQHC only

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Lisa Loughry

Executive VP, National Accounts Mutual of America Financial Group

Earl Jones, Jr.

VP, National Accounts, Mutual of America Financial Group

Andrew Kramer, CFA

Chairman, 320 Park Analytics LLC

Learning Objectives:
1. Explore retirement plan sponsors.
2. Illustrate how to match investments with philosophical views.
3. Identify investments with ESG factors.

Session Description:
Mutual of America Financial Group is pleased to present valuable insights into the recent growth of Environmental, Social and Governance (ESG) investing and considerations for retirement plan sponsors. Today, more investors than ever want to see their investment portfolios guided by their philosophical views. You may have heard about ESG investing, as well as socially responsible — or green — investing. These descriptors mean the same thing: investing money in funds that align with one or more recognized ESG factors. ESG investing also considers an investment’s potential environmental and social impacts as part of the selection process.

3:25-5 p.m.

Is FQHC Status a Goal We Can Achieve?

Date: 07/12/2022 3:25-5 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership

Tracks: Health care -FQHC only; Performance improvement

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Greg Facktor

Managing Partner, GFA

Darrell Gardner

Partner, GFA

Dan Winokur

Senior Director, GFA

Learning Objectives:
1. Review the pros and cons of seeking FQHC status.
2. Discuss how FQHC status benefits the organization and strengthens your current lines of business.
3. Identify the routes to becoming an FQHC.

Session Description:
Is FQHC status the right goal for you? Health centers and other nonprofits may be able to apply for FQHC status.

3:25-5 p.m.

Success in Project Management

Date: 07/12/2022 3:25-5 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Business Management & Organization

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
HR Director/Manager
HS/EHS Director/Manager
IT Director/Manager
Program Director/Manager

Tracks: Performance improvement

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Jennifer Summers

Manager

Learning Objectives:
1. Explore best practices for successful project management.
2. Identify the top five things to consider in building your project team.
3. Review the most common mistakes in managing projects and how to avoid them.

Session Description:
Have you been tasked with "doing more with less"? Do you have a project looming but you’re not sure where to even start? Join us for an informative session that takes you through project management best practices and common pitfalls to avoid for effective project management. We will review operational efficiencies you can adopt to help you "do more with less" and streamline processes to help alleviate resource constraints and build your team for project success.

Tuesday Afternoon Networking

5:30-7:00 p.m.

Evening with Wipfli

Date: 07/12/2022 5:30-7:00 p.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: None

Tracks: Financial, accounting and tax; Boards and tribal councils; Health care -FQHC only; Head Start/Early Head Start; Performance improvement; Risk; Technology; Talent

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: None

Trainers:

Denes Tobie, CPA

Partner

Learning Objectives:
N/A

Session Description:
Do you want to make connections with your peers? How about have a chance to talk with other leaders about the success and/or struggles you’ve experienced in 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.

Wednesday, July 13

Wednesday, July 13, 2022

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.

Assessing Readiness and Managing the Risks of Change

Date: 07/13/2022 8:15-11:45 a.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: CEO/Executive Director
COO
Clinic Leadership
HR Director/Manager
HR Staff
HS/EHS Director/Manager
HS/EHS Program Staff
Program Director/Manager

Tracks: Performance improvement; Risk; Talent

Type: Full

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 3.5

Trainers:

Deron Kling

Senior Manager

Daniel Bashore, Ph.D.

Consultant II

Learning Objectives:
1. Identify risks in preparing for change.
2. Explore methods to address change in the agency.
3. Self-reflect about how your way of addressing change impacts how others address change.

Session Description:
Are you ready for change — and are you prepared to mitigate the risks? Assessing readiness and developing a change management strategy for any project are ultimately an attempt to mitigate risk. In this session, we will present ways of self-assessing your organization or team’s readiness for change. This will provide a practical approach to assessing risk and developing a risk mitigation plan that informs the larger change strategy.

8:15-11:45 a.m.

Business Continuity Planning for Nonprofits

Date: 07/13/2022 8:15-11:45 a.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
IT Director/Manager

Tracks: Performance improvement; Risk; Technology

Type: Full

Level: Intermediate

Qualifies for Yellowbook?: No

Prerequisites: Bring your organizations business continuity plan

CPE Credits: 3.5

Trainers:

Ryan Peasley

Senior Technology Manager

Learning Objectives:
1. Explore modern risks to organizational resiliency.
2. Discuss ways to prepare for future business continuity planning.
3. Leave with the beginning of your own plan.

Session Description:
Our organizations provide families in need with the services, tools and resources they need to work toward and achieve economic self-sufficiency. As incidents and events such as pandemics, cybersecurity threats, wildfires, etc. continue to threaten the ability of agencies to serve their mission, it has become clear that they need to continue to build resiliency into their operations. Join us in this session to discuss ways you can continue to increase the resiliency of your organization and begin creating your own business continuity plans. You are welcome to bring your own plan to review during the session as we aim to build your own business continuity plan.

8:15-11:45 a.m.

HS/EHS Eligibility, Recruitment, Selection, Enrollment and Attendance (ERSEA)

Date: 07/13/2022 8:15-11:45 a.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: HS/EHS Director/Manager
HS/EHS Program Staff

Tracks: Head Start/Early Head Start

Type: Full

Level: Basic

Qualifies for Yellowbook?: Yes

Prerequisites: None

CPE Credits: 3.5

Trainers:

Tammy Jelinek, MBA

Principal

Learning Objectives:
1. Review requirements for Regulation 45 CFR Part 1302, Subpart A (ERSEA).
2. Share best practices in implementing ERSEA in the program.
3. Explore future challenges and solutions regarding ERSEA.

Session Description:
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 the eligibility, recruitment, selection, enrollment and attendance requirements of Regulation 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.

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.

Connecting Strategy to Budget

Date: 07/13/2022 8:15-9:50 a.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Business Management & Organization

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
Finance Staff
HR Director/Manager
HS/EHS Director/Manager
IT Director/Manager
Program Director/Manager

Tracks: Financial, accounting and tax; Boards and tribal councils; Performance improvement

Type: Mini

Level: Intermediate

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Katherine Eilers, CPA

Senior Manager

Ciara Leahy, CPA

Senior Manager, Audit

Learning Objectives:
1. Explore the connection between budget and outcome.
2. Review methods to connect the steps between the strategic plan and budgeting.
3. Discuss a new approach to budgeting.

Session Description:
Completing your strategic plan is not the end of the planning process. So what's next? In this session, we will explore connecting the strategic plan to the budgeting process and what this means for the planned outcomes and eventual impact on our community. As leaders, we need to help ensure our budgeting process identifies our plans and goals, connects them to the dollars and expected outcomes, and impact the communities served.

8:15-9:50 a.m.

HS/EHS Governance: What Makes It Unique

Date: 07/13/2022 8:15-9:50 a.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
HS/EHS Director/Manager
HS/EHS Program Staff

Tracks: Boards and tribal councils; Head Start/Early Head Start

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Denes Tobie, CPA

Partner

Learning Objectives:
1. Explore governing bodies and the policy council working together.
2. Review the governance requirements.
3. Identify how to build the relationship beyond compliance.

Session Description:
Leaders, board members and policy councils of Head Start/Early Head Start (HS/EHS) organizations working together is a requirement. It's also an area of risk in an organization. The requirements for boards are like no others. Leadership needs to know what their role is, so their agency does not get into trouble. Over the past few years, much more scrutiny has been placed on boards — and too many members are not fully aware. This is a must-attend session for HS/EHS grantee leaders.

8:15-9:50 a.m.

Managing Compensation, Compression and Total Rewards in a Dynamic Labor Market

Date: 07/13/2022 8:15-9:50 a.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
HR Director/Manager

Tracks: Financial, accounting and tax; Boards and tribal councils; Talent

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Julia Johnson

Director, Organizational Performance

Learning Objectives:
1. Identify the key components of employee retention.
2. Explore compensation trends of the future.
3. Discuss how non-cash reward considerations impact compensation.

Session Description:
The dynamic labor market we are all operating in is shining a bright light on compensation practices. It is imperative that organizations look through multiple lenses when addressing compensation to attract and retain hard-to-find talent. Whether your wage comparability was just updated or it is time to look at it, this session is for you.

Wednesday 2nd Morning Mini Sessions (attend one)

10:10-11:45 a.m.

Connecting Strategy to Budget Workshop: BYON (Bring Your Own Numbers)

Date: 07/13/2022 10:10-11:45 a.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: Bring your information (strategic plan, most recent audit or financial documents)

Field of Study: Business Management & Organization

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
Finance Staff
HS/EHS Director/Manager
Program Director/Manager

Tracks: Financial, accounting and tax; Boards and tribal councils; Performance improvement

Type: Mini

Level: Intermediate

Qualifies for Yellowbook?: No

Prerequisites: Connecting Strategy to Budget session

CPE Credits: 1.5

Trainers:

Katherine Eilers, CPA

Senior Manager

Ciara Leahy, CPA

Senior Manager, Audit

Learning Objectives:
1. Examine the connection between the strategic plan and budgeting to meet planned outcomes.
2. Apply knowledge of budgeting for strategic priority outcomes.
3. Create a budget plan to meet identified community needs.

Session Description:
Time to bring your own numbers! Attend this workshop — yes, we'll be working — with your team and practice what you learned. Begin your budget planning process as a team and begin implementing a new budget plan. Must attend the Connecting Strategy to Budget session.

10:10-11:45 a.m.

Improve Future Client Experience

Date: 07/13/2022 10:10-11:45 a.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
COO
Clinic Leadership
HS/EHS Director/Manager
Program Director/Manager

Tracks: Boards and tribal councils; Performance improvement; Technology; Talent

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Andrew Potasek

Principal

Devin Dukes, Prosci CCP

Consultant

Ryan Peasley

Senior Technology Manager

Learning Objectives:
1. Discover why you should focus on a centralized intake strategy.
2. Learn about what options are available on the market.
3. Identify how to move forward with implementing a strategy.

Session Description:
This session will focus on how incorporating a centralized intake strategy can help your organization better serve your clients, increase collaborate across programs and provide holistic, structured data to provide better reporting. We will address the primary challenges a centralized intake strategy aims to solve, as well as share our experiences on how to implement a strategy and cover technology tools that exist in this space.

10:10-11:45 a.m.

Federally Negotiated Indirect Cost Rates and 10% DeMinimis

Date: 07/13/2022 10:10-11:45 a.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Accounting

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
Finance Staff
HR Director/Manager
HS/EHS Director/Manager
HS/EHS Program Staff
Program Director/Manager

Tracks: Financial, accounting and tax

Type: Mini

Level: Basic

Qualifies for Yellowbook?: Yes

Prerequisites: None

CPE Credits: 1.5

Trainers:

Karl Eck, CPA

Partner

Learning Objectives:
1. Review implementation of a negotiated or a 10% de minimis rate.
2. Discuss the differences in how funding sources are calculating modified total direct costs (MTDC).
3. Be aware of potential challenges resulting from implementing a 10% de minimis rate.

Session Description:
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.

10:10-11:45 a.m.

Creating a Vision for the Future Utilizing Career Paths and Blueprints

Date: 07/13/2022 10:10-11:45 a.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: CEO/Executive Director
COO
Clinic Leadership
HR Director/Manager
HR Staff

Tracks: Talent

Type: Mini

Level: Intermediate

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Barbara Low, SPHR, RODC

Manager

Learning Objectives:
1. Identify the basics of career blueprints.
2. Explore the power of the plan.
3. Identify next steps.

Session Description:
Preparing employees for promotion is a critical leadership role. Creating an organizational career path program will provide employees with a vision for their future. Developing individual career blueprints will support them with the guidance and direction to achieve their professional goals.

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.

Employee Retention Strategies

Date: 07/13/2022 1:30-5 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
COO
Clinic Leadership
HR Director/Manager
HR Staff
HS/EHS Director/Manager
Program Director/Manager

Tracks: Boards and tribal councils; Performance improvement; Talent

Type: Full

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 3.5

Trainers:

Julia Johnson

Director, Organizational Performance

Barbara Low, SPHR, RODC

Manager

Learning Objectives:
1. Explore critical factors for employee retention.
2. Discuss future employment trends and statistics.
3. Identify best practices as you move forward.

Session Description:
Retention, retention, retention! Much is being written on the "great resignation." Let's turn the tables and explore what we can do — and should be doing — to retain our valuable employees. Human resources practices typically evolve over time, but today we are moving at an ever-increasing pace. We need to respond quickly to a changing employment landscape. In this session, we will explore how your organization may need to modernize the human resources strategies and practices to remain competitive in an effort to retain employees.

1:30-5 p.m.

General Board Governance

Date: 07/13/2022 1:30-5 p.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
HS/EHS Director/Manager

Tracks: Boards and tribal councils; Risk

Type: Full

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 3.5

Trainers:

Denes Tobie, CPA

Partner

Learning Objectives:
1. Build awareness of overall board roles and responsibilities.
2. Discuss board responsibilities related to risk management.
3. Explore how to create a “tone at the top.”

Session Description:
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 explore your level of understanding.

1:30-5 p.m.

The Ins-and-Outs of Cost Allocation

Date: 07/13/2022 1:30-5 p.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Accounting (Governmental)

Tracks: Financial, accounting and tax

Type: Full

Level: Overview

Qualifies for Yellowbook?: Yes

Prerequisites: None

CPE Credits: 3.5

Trainers:

Katherine Eilers, CPA

Senior Manager

Learning Objectives:
1. Discuss the importance of a cost allocation plan and key components it should include.
2. Review allowable methods of cost allocation, including direct allocation and using an indirect cost rate.
3. Discuss the allocation of costs and the effect of administrative cost limitations.

Session Description:
An organization’s defined method of allocation should be simple, straightforward, and comply with its approved policies and procedures. Using the Uniform Guidance regulations, we will review allowable methods of cost allocation including direct costing and indirect cost rates (including the 10% de minimis rate), administrative cost limits, and discuss how your organization may use cost allocation to run more efficiently and effectively.

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.

Connecting the Dots to Grant Funded Finances

Date: 07/13/2022 1:30-3:05 p.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Accounting

Tracks: Financial, accounting and tax

Type: Mini

Level: Basic

Qualifies for Yellowbook?: Yes

Prerequisites: None

CPE Credits: 1.5

Trainers:

Karl Eck, CPA

Partner

Learning Objectives:
1. Identify common accounting and reporting challenges in grant-funded organizations.
2. Review the impact of applicable accounting standards.
3. Discuss different options and points of view related to grant-funded accounting challenges.

Session Description:
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. Connecting the dots of the financial aspects of a grant-funded program can be daunting. This session gives you time to explore accounting for these unique items and the freedom 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.

1:30-3:05 p.m.

Communication Plans – Develop and Deliver

Date: 07/13/2022 1:30-3:05 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
COO
Clinic Leadership
HR Director/Manager
HS/EHS Director/Manager
IT Director/Manager
Program Director/Manager

Tracks: Boards and tribal councils; Performance improvement; Talent

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Deron Kling

Senior Manager

Learning Objectives:
1. Explore tools in writing a change story.
2. Discuss positive methods in communication planning.
3. Identify when a communication plan is needed.

Session Description:
If you have ever wondered why a change was made, this session is for you. Communication is essential. The better we plan our communications, the more effective our efforts are. In this session we will present a practical approach to developing a communication plan and delivering that planned communication.

1:30-3:05 p.m.

Managing Digital Assets in the "Great Resignation”

Date: 07/13/2022 1:30-3:05 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Business Management & Organization

Applicable Audience: Board Member
CEO/ED
CFO
Finance Staff
HR Director
HR Staff
IT Director

Tracks: Financial, accounting and tax; Boards and tribal councils; Technology

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Marc Courey, CPA/CFF, JD, LLM, CFE, CICA, CCEP, CIA

Director – Forensic & Litigation Services

Learning Objectives:
1. Identify digital assets of concern.
2. Explore how the loss of digital assets can negatively impact agencies.
3. Discuss how your organization can protect digital assets in the face of staff turnover.

Session Description:
Staff might be leaving as part of the "Great Resignation," but are your digital assets also leaving? Preserving and protecting your digital assets — and your rights as an employer — start by being prepared before employees depart. Even before employment begins, as well as during employment, we have to be aware of how staff losses impact digital assets and the agency. In this session, we will cover the often-overlooked digital assets that organizations easily overlook. We will also explore the measures that are critical to protecting your organization from the potential aftermath and consequences of an employee’s departure.

1:30-3:05 p.m.

Leveraging Team Building For Good (Not Evil)

Date: 07/13/2022 1:30-3:05 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: CEO/Executive Director
CFO/Finance Director
HS/EHS Director/Manager

Tracks: Performance improvement

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Tammy Jelinek, MBA

Principal

Teri LeSage

Curriculum Developer

Learning Objectives:
1. Identify the signs of when you need to do team building.
2. Explore an assortment of team building exercises.
3. Discuss the positive impacts of team building.

Session Description:
In this session, we will explore why team building matters. To build a sense of community among your teams, going above and beyond the day-to-day job is often necessary. Though team building can be used to solve a challenge or build a solution, it can also help leaders identify behavioral areas of concern within the team dynamics. Together, we will “test drive” a few of these team building exercises, explore the purpose behind each exercise and identify how team building can be used to meet your desired outcomes.

Wednesday 2nd Afternoon Mini Session

3:25-5 p.m.

Leader to leader: A fireside chat with Dorri McWhorter, President and CEO of YMCA of Metropolitan Chicago

Date: 07/13/2022 3:25-5 p.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
Finance Staff
HR Director/Manager
HS/EHS Director/Manager
HS/EHS Program Staff

Tracks: Financial, accounting and tax; Boards and tribal councils; Health care -FQHC only; Head Start/Early Head Start; Performance improvement; Risk; Technology; Talent

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Dorri McWhorter

CEO, YMCA of Metro Chicago

Kathleen DuBois, M.A., CFRE

Principal

Learning Objectives:
Learning objectives:
1. Walk away from this session with at least three key leadership traits that you can immediately
integrate into your lives.
2. Set goals and strategy for how you can overcome barriers and challenges.
3. Become fearless and execute change and improvement across your organization.

Session Description:
Do you want to feel inspired, motivated, recharged and empowered? Then you won’t want to miss this keynote on leadership lessons from a very influential leader in the nonprofit space, Dorri McWhorter (CEO, YMCA of Metropolitan Chicago). We will sit with Dorri in a “fireside chat” format with our very own fearless leader, Kathleen DuBois, and discuss all the challenges and opportunities our leaders in the nonprofit industry face and how they can overcome them with confidence and strategy.

Thursday, July 14

Thursday, July 14, 2022

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.

Aligning Finance, Talent and Technology to Your Strategic Plan

Date: 07/14/2022 8:15-11:45 a.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Business Management & Organization

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
Finance Staff
HR Director/Manager
HS/EHS Director/Manager

Tracks: Financial, accounting and tax; Performance improvement; Technology; Talent

Type: Full

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 3.5

Trainers:

Jeffrey Prottas, MBA, CFRE

Manager

Learning Objectives:
1. Explore managing diversifying revenue in a grant-funded program.
2. Discover how to set a strategy that does not shy away from critical areas due to lack of resources and lack of strategy to secure necessary assets.
3. Assess what your organization should do to eliminate barriers.

Session Description:
This session aligns finance, talent and technology strategies with discussions about resources for long-term organizational success. We will explore ways of diversifying revenue streams that allow for maximum flexibility to meet needs that are unable to be met with restricted funding. Together we will explore how maximizing human capital and managing talent can successfully position organizations for financial growth and how technology is vital to managing the engagement of key stakeholders and funders.

8:15-11:45 a.m.

Leadership Styles and Effective Management of Your Teams

Date: 07/14/2022 8:15-11:45 a.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Business Management & Organization

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
HR Director/Manager
HS/EHS Director/Manager

Tracks: Talent

Type: Full

Level: Intermediate

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 3.5

Trainers:

Alyson McKinster

Manager

Learning Objectives:
1. Explore leadership styles and the impact leadership has on teams.
2. Consider the impact of team-style dynamics.
3. Receive and develop recommendations for next steps.

Session Description:
This session is a unique opportunity for leaders to assess and enhance awareness around leadership styles. Explore how to maximize the strength of teams to achieve the organization's mission and vision. There will be lively discussion and exploration of the numerous unique styles of leaders.

8:15-11:45 a.m.

The Ever-Evolving Search for In-Kind

Date: 07/14/2022 8:15-11:45 a.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
Finance Staff
HS/EHS Director/Manager
HS/EHS Program Staff

Tracks: Head Start/Early Head Start

Type: Full

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 3.5

Trainers:

Tammy Jelinek, MBA

Principal

Learning Objectives:
1. Explore the requirements around allowable in-kind.
2. Determine what in-kind to ask for.
3. Get tools to use when making your ask.

Session Description:
Generating in-kind can be a challenge. In this 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. We will also explore methods to plan who to ask, how to ask, and what in-kind to ask for in the community. 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!)

8:15-11:45 a.m.

Has Your Fraud IQ Kept Pace With Your COVID Fraud Risk?

Date: 07/14/2022 8:15-11:45 a.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
CFO
Finance Staff
HR Director
HR Staff
IT Director

Tracks: Financial, accounting and tax; Boards and tribal councils; Technology

Type: Full

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 3.5

Trainers:

Marc Courey, CPA/CFF, JD, LLM, CFE, CICA, CCEP, CIA

Director – Forensic & Litigation Services

Learning Objectives:
1. Explore new fraud schemes.
2. Share stories and best practices around fraud occurrences.
3. Plan next steps to take back to your agency to address rising fraud concerns.

Session Description:
Occupational fraud was estimated to cost U.S. organizations a whopping five percent of gross revenue — before COVID. COVID, government mandates and staff pressures all increased your organization’s risk of occupational fraud. This increase comes through your organization's response and by fueling the components of the fraud triangle — need, opportunity and rationalization. It's a perfect storm that increases the potential for staff to act inappropriately and take advantage of your resources. This session will address the origins of occupational fraud risk, why that risk has increased as a result of the COVID response and what the organization can do to address the increased risk.

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.

Integrating Digital Strategy in Your Planning

Date: 07/14/2022 8:15-9:50 a.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Computer Software & Applications

Applicable Audience: CEO/Executive Director
HS/EHS Director/Manager

Tracks: Performance improvement; Technology

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Andrew Potasek

Principal

Ryan Peasley

Senior Technology Manager

Learning Objectives:
1. Explore technology road mapping.
2. Identifying when to keep (or not keep) your current systems.
3. Discuss next steps.

Session Description:
This session will give you the time and tools to think about technology - current and future. We will discuss how to build a strategy and roadmap, evaluating current technology and needs, exploring future trends, and the process to deciding to replace/integrate and build/buy. How often do you review your technology strategy - maybe it is time?

8:15-9:50 a.m.

Software Selection: How to Maximize Value and Minimize Risk in this Crucial Decision

Date: 07/14/2022 8:15-9:50 a.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Computer Software & Applications

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
IT Director/Manager
Program Director/Manager

Tracks: Performance improvement; Risk; Technology

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Brett Polglaze

Senior Manager

Learning Objectives:
1. Define a process for choosing a software system for your organization.
2. Explore the difference between features, functions and business processes.
3. Develop a framework for minimizing risk when choosing software.

Session Description:
You have been tasked with finding new software for your organization. How do you choose the right one? This session will walk through the steps for minimizing risks when choosing an enterprise software system. From defining key requirements through vendor negotiation, this session will be an education and dialog—removing the mystery from your next system purchase.

8:15-9:50 a.m.

Uniform Guidance Procurement Regulations

Date: 07/14/2022 8:15-9:50 a.m.

History: Updated

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Accounting (Governmental)

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
Finance Staff
HS/EHS Director/Manager
Program Director/Manager

Tracks: Financial, accounting and tax; Risk

Type: Mini

Level: Basic

Qualifies for Yellowbook?: Yes

Prerequisites: None

CPE Credits: 1.5

Trainers:

Katherine Eilers, CPA

Senior Manager

Learning Objectives:
1. Examine an overview of federal procurement regulations.
2. Review the methods of procurement in federal grant regulations.
3. Identify procurement internal controls and best practices in the procurement process.

Session Description:
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 in 2 CFR Part 200, and discuss additional steps in the procurement process, including internal controls.

8:15-9:50 a.m.

Spend Management Best Practices for Nonprofits

Date: 07/14/2022 8:15-9:50 a.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: CFO/Finance Director
Finance Staff
HS/EHS Director/Manager
HS/EHS Program Staff

Tracks: Financial, accounting and tax; Performance improvement

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Rebecca Hurst, CPA

Manager

Learning Objectives:
1. Discuss common headaches organizations have related to spend management.
2. Explore automated spend management functionality in the accounting system.
3. Discuss spend management best practices.

Session Description:
Spend management provides a way for organizations to automatically control spending according to a specified budget. It informs leaders when an expense exceeds the set budget. In this session, we will use Sage Intacct as an example of how this process looks in today's technology. We will also discuss methods different nonprofits are using to incorporate spend management best practices into their everyday finance operations to increase insight and provide valuable data for decision making.

Thursday 2nd Morning Mini Sessions (attend one)

10:10-11:45 a.m.

Using Data Analytics to Measure and Impact Your Mission

Date: 07/14/2022 10:10-11:45 a.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Computer Software & Applications

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Finance Staff
HR Director/Manager
HS/EHS Director/Manager
HS/EHS Program Staff
IT Director/Manager
Program Director/Manager

Tracks: Performance improvement; Technology

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Ryan Peasley

Senior Technology Manager

Andrew Potasek

Principal

Anirudh Nadkarni

Solutions Manager, BI and Analytics

Learning Objectives:
1. Identify tips and tricks to standardize and streamline data capture.
2. Discuss data strategies and what some organizations within the network are doing to solve this challenge.
3. Explore how the combination of structured organization-wide data and publicly available information can be leveraged to inform strategic decision making.

Session Description:
All of us understand the challenges and burden of cleansing, deduping, and analyzing program and client data to meet program requirements. So much time and focus are spent on just meeting those requirements that often the ability to leverage existing data to inform and support strategic decisions, compliance and programmatic performance is missed. In this session, we will explore possibilities and outcomes of addressing data integration within Community Action. This will include ways to help standardize and de-dupe data and how to leverage data that is collected to fulfill existing requirements more efficiently but also help identify areas of need and inform future growth potential.

10:10-11:45 a.m.

How Boards and Executive Directors Work Together Related to Finances

Date: 07/14/2022 10:10-11:45 a.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership

Tracks: Financial, accounting and tax; Boards and tribal councils

Type: Mini

Level: Basic

Qualifies for Yellowbook?: Yes

Prerequisites: None

CPE Credits: 1.5

Trainers:

Denes Tobie, CPA

Partner

Learning Objectives:
1. Explore board roles and responsibilities as they relate to finances.
2. Identify ways to work together more effectively.
3. Realize that fiscal responsibility is more than just the financial statements.

Session Description:
This session explores the many areas of fiscal responsibility that boards and CEOs/EDs need to address when working together. Topics covered will include legal and fiscal responsibility, roles, budgets, fundraising, risk and approvals. Both new and experienced board members will benefit.

10:10-11:45 a.m.

Understanding Process Waste

Date: 07/14/2022 10:10-11:45 a.m.

History: New

Experience: All (All levels of experience)

Advanced Preparation: None

Field of Study: Specialized Knowledge

Applicable Audience: Board Member
CEO/Executive Director
CFO/Finance Director
COO
Clinic Leadership
Finance Staff
HS/EHS Program Staff
IT Director/Manager
Program Director/Manager

Tracks: Performance improvement

Type: Mini

Level: Basic

Qualifies for Yellowbook?: No

Prerequisites: None

CPE Credits: 1.5

Trainers:

Brett Polglaze

Senior Manager

Learning Objectives:
1. Explore the definition of waste in business processes.
2. Identify non-value activities that are required by funding sources.
3. Share tips and tricks to eliminate waste in your processes.

Session Description:
Through real-world examples and case study, you will learn to diagnose process waste, how to differentiate between non-value added steps and waste, and tools to eliminate waste from your organization.

10:10-11:45 a.m.

Your Financial Policies and Procedures Say What? Oh My