2011 National Training Conference - Minneapolis, MN


Pre-Conference A. Charity or Tax-Exempt Business? Sustainability through Social Enterprise

Presenters: Jean Block, Jean Block Consulting, Inc.
Eleanor Evans, Esq., CAPLAW
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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Pre-Conference B. From the Welcome Letter to the Pink Slip: Hiring and Firing Legal Lessons

Presenter: Richard (Rick) W. Pins, Esq., Leonard, Street and Deinard, PA
CPE Field of Study: Personnel/HR
Level: Basic

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Pre-Conference C. A, B, Cs of Nonprofit Accounting

Presenters: Mary Pockl, CPA, S.R. Snodgrass A.C.
Mike Zeno, CPA, S.R. Snodgrass A.C.
CPE Field of Study: Accounting
Level: Basic

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1A. Governance: Getting Your Board on Board

Presenters: Connie Greer and Joelle Hoeft Office of Economic Opportunity,
Minnesota Department of Human Services
CPE Field of Study: Specialized Knowledge & Applications
Level: Basic

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1B. HR: The Basics of Employee Leave: ADA and FMLA

Presenter: Jonathan T. Naples, Esq., Leonard, Street and Deinard, PA
CPE Field of Study: Personnel/HR
Level: Basic

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1C. HR: Retirement Benefits Refresher

Presenters: Theresa Corona, Esq., Leonard, Street and Deinard, PA
Diane Simpson, CPA, QPA, QKA, TGPC, Abdo, Eick & Meyers, LLP
CPE Field of Study: Personnel/HR
Level: Intermediate
Prerequisite: Basic understanding of retirement benefit plan
legal and operational issues

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1D. Fiscal: Savvy Auditor Selection and Recent Audit Developments

Presenters: Mary Pockl, CPA, S.R. Snodgrass A.C.
Mike Zeno, CPA, S.R. Snodgrass A.C.
CPE Field of Study: Auditing
Level: Overview

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1E. Minimizing Risk when Using Media for Your Message

Presenter: Eric Paulsrud, Esq., Leonard, Street and Deinard, PA
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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1F. CSBG Monitoring from the State and Federal Perspective

Presenters: Jeannie Chaffin, NASCSP
Frances Harley, Division of State Assistance, Office of Community Services, HHS
Francie Mathes, Office of Economic Opportunity, Minnesota Department
of Human Services
Anita Lichtblau, Esq., CAPLAW (moderator)
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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2A. Governance: Are You a Governance Guru?

Presenters: Anita Lichtblau, Esq., CAPLAW
Patricia Steiger, Management Consultant and CAPLAW Board Member
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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2B. HR: Anatomy of a Workplace Dispute

Presenters: Richard (Rick) W. Pins, Esq., Leonard, Street and Deinard, PA
CPE Field of Study: Personnel/HR
Level: Overview

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2C. Fiscal: Understanding OMB Circular A-110

Presenter: Dan Miller, CPA, Meliora Partners, Inc.
CPE Field of Study: Specialized Knowledge & Applications
Level: Basic

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2D. Fiscal: Strategies for Sustainability – Shared Services, Collaborations and Mergers

Presenters: Adrian Fassett, Economic Opportunity Council of Suffolk, Inc.
Joel L. Kaleva, Esq., Crowley Fleck PLLP
Renae Oswald-Anderson, Project ReDesign, MAP for Nonprofits
Gale Hennessy, Southern New Hampshire Services
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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2E. Development: Beyond Bake Sales: Raising Money from Private Sources

Presenter: Jean Block, Jean Block Consulting, Inc.
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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2F. Head Start Update

Presenters: R. Brian Tipton, Esq., Sasser, Sefton, Tipton & Davis, P.C.
Yasmina Vinci, National Head Start Association
CPE Field of Study: Specialized Knowledge & Applications
Level: Update

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3A. Governance: Anything But a Cold Shower: Incorporating Financial Statements Into Your Board Meetings

Presenter: Jack Siegel, Esq., CPA, Charity Governance Consulting LLC
CPE Field of Study: Accounting
Level: Overview

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3B. HR: Perfecting Your Performance Evaluations

Presenter: Myra Thompson, Mid-Iowa Community Action, Inc.
CPE Field of Study: CPE Field of Study: Personnel/HR
Level: Basic

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3C. HR: Staff Reductions in Belt Tightening Times: Layoffs and Alternatives

Presenter: Merrily S. Archer, Esq., Fisher & Phillips, LLP
CPE Field of Study: Personnel/HR
Level: Overview

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3D. Fiscal: Keeping Tabs on Related and Sponsored Entities

Presenter: Kay Sohl, PA, Kay Sohl Consulting
CPE Field of Study: Accounting
Level: Intermediate
Prerequisite: Experience with planning, management or governance of
inter-related organizations

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3E. Development: Focus on Fundraising Rules

Presenter: Joel L. Kaleva, Esq., Crowley Fleck, PLLP
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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3F. OCS-Funded Initiatives of the CSBG National Partners

Presenters: Arnie Anderson, Minnesota Community Action Partnership
Jeannie Chaffin, NASCSP
Lindley (Lil) Dupree, Community Action Partnership
Eleanor Evans, Esq., CAPLAW
Owen Heiserman, Meliora Partners, Inc.
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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4A. Governance: Risk Aversion: Recognizing Red Flags

Presenter: Dan Miller, CPA, Meliora Partners, Inc.
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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4B. HR: Wage and Hour 101

Presenter: Lawrence S. McGoldrick, Esq., Fisher & Phillips, LLP
CPE Field of Study: Personnel/HR
Level: Basic

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4C. HR: EEO Update: The Changing Face of Discrimination

Presenter: Merrily S. Archer, Esq., Fisher & Phillips, LLP
CPE Field of Study: Personnel/HR
Level: Update

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4D. Fiscal: Managing Cash Flow Challenges

Presenter: Kay Sohl, PA, Kay Sohl Consulting
CPE Field of Study: Finance
Level: Overview

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4E. Development: The Perfect Match: Identifying Foundation Prospects

Presenter: Linda DeLauri, EdM., CAPLAW
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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4F. Working with Attorneys

Presenters: William J. “Bill” Davis, Community Action of Minneapolis
Robert Sasser, Esq., Sasser, Sefton, Tipton & Davis, P.C.
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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5A. Governance: Conflicts of Interest: Sitting On a Barbed-Wire Fence

Presenter: Jack Siegel, Esq., CPA, Charity Governance Consulting LLC
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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5B. HR: Hot Topics in Health Care Reform

Presenter: Theresa Corona, Esq., Leonard, Street and Deinard, PA
CPE Field of Study: Personnel/HR
Level: Update

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5C. HR: Wage and Hour 201

Presenter: Lawrence S. McGoldrick, Esq., Fisher & Phillips, LLP
CPE Field of Study: Personnel/HR
Level: Intermediate
Prerequisite: Wage & Hour Law 101 and/or working knowledge of basic
wage & hour law concepts

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5D. Fiscal: Preserving Your Tax-Exempt Status: 501(c)(3) Update and
Advanced UBIT Topics
Presenter: Jeanne Schuster, Esq., CPA, Ernst & Young LLP
CPE Field of Study: Taxes
Level: Update

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5E. Spotlight on Immigrant Eligibility for Benefits

Presenter: Tanya Broder, Esq., National Immigration Law Center
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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5F. Lobbying and Political Activity: Playing by the Rules

Presenter: Eleanor Evans, Esq., CAPLAW
CPE Field of Study: Specialized Knowledge & Applications
Level: Overview

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2010 National Training Conference - Savannah, GA

Pre-Conference A. Making Money for Your Mission: Revenue-Generating Ventures

Timothy Phillips, Esq., American Cancer Society, Inc.
R. Brian Tipton, Esq., Sasser, Sefton, Connally, Tipton & Davis, P.C.
Stacey Flowers, Community Action Partnership
Howard Snyder, Northwest Side Community Development Corporation
Rich Dieter, Southwestern Pennsylvania Community Development Corporation

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Pre-Conference B. Personal Negotiation Skills for the Workplace

Tracey Pilkerton Cairnie, CoreVision, LLC
Norval D. (John) Settle, Esq., SETTLEment Associates, LLC

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1A. GOVERNANCE: Developing a Comprehensive Risk Management Approach
Timothy Phillips, Esq., American Cancer Society, Inc.

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1B. HR: The Anatomy of DISTRUST: Coping with Suspicion and Betrayal at Work

Tracey Pilkerton Cairnie, CoreVision, LLC
Norval D. (John) Settle, Esq., SETTLEment Associates, LLC

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1C. FISCAL: Beyond a Handshake: Contracts 101

Monica Scott Beckham, Esq., United Planning Organization

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1D. Political Activity: Playing by the Rules

Eleanor Evans and Allison Ma’luf, Esq., CAPLAW

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1E. CSBG: The Federal Perspective

Seth Hassett, Division of State Assistance, Office of Community Services, HHS
Anita Lichtblau, Esq., CAPLAW
Jeffrey Polich, Esq., HHS Office of General Counsel

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2A. Governance: Putting Good Governance into Practice: Nonprofit Governance Case Studies

Anita Lichtblau, Esq., CAPLAW
Patricia Steiger, Management Consultant and CAPLAW Board Member

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2B. Workplaces that Work: Positive People Management

Merrily S. Archer, Esq., Fisher & Phillips, LLP

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2C. FISCAL: From the Auditor’s Desk: Taking a Proactive Audit Approach and Coping with Cost Principles

Mary Pockl, CPA, S.R. Snodgrass A.C.
Michael Zeno, CPA, S.R. Snodgrass A.C.

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2D. Tapping into the Technology Wave

Allison Ma’luf, Esq., CAPLAW
Jessica E. Margolin, Esq., Ropes & Gray LLP
Colin A. McRae, Esq., Hunter Maclean Exley & Dunn, P.C.
Sherry Heyl, Concept Hub, Inc.
Joyce J. Dorsey, Fulton Atlanta Community Action Authority, Inc.

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2E. Fast Fundraising Facts for Fame & Fortune

Jean Block, Jean Block Consulting, Inc.
Christina Sieber, Action for Boston Community Development
Rachel Spears, Esq., Pro Bono Partnership of Atlanta

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3A. GOVERNANCE: Governance When Everyone Is Watching: Internal Controls

Dan Miller, CPA, Meliora Partners

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3B. HR: Cutting Edge Issues in Employment Law

Jessica E. Margolin, Esq., Ropes & Gray LLP

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3C. FISCAL: Fiscal Sponsorship: Making the Right Connections

Rachel Spears, Esq., Pro Bono Partnership of Atlanta

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3D. Expand Your Reach with Reporting

Tabitha Beck , National Association for State Community Services Programs
Marjorie Lombard, Action for Boston Community Development
Christina Sieber, Action for Boston Community Development

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3E. Head Start Hot Topics

Ann Linehan, HHS Office of Head Start
Robert Sasser, Esq. and R. Brian Tipton, Esq., Sasser, Sefton, Connally, Tipton & Davis, P.C.

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4A. GOVERNANCE: ABCs of CAA Bylaws

Eleanor A. Evans, Esq., CAPLAW

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4B. HR: Keeping Good Time – Wage and Hour Law

Lawrence S. McGoldrick, Esq., Fisher & Phillips, LLP

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4C. FISCAL: Managing Multiple Funding Streams

Dan Miller, CPA, Meliora Partners

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4D. Payroll Puzzles: The Davis-Bacon Act and Community Action

Richard (Rick) W. Pins, Esq., Leonard, Street and Dienard
Allison Ma'luf, Esq., CAPLAW

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4E. Roadmap to Resources and Initiatives of the National Partner Organizations

Jeannie Chaffin, National Association for State Community Service Programs
Lindley (Lil) Dupree, Community Action Partnership
Cara Loffredo, CAPLAW

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5A. GOVERNANCE: Board and Staff Roles: The Invisible Yellow Line

Jean Block, Jean Block Consulting, Inc.

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5B. HR: A Measured Approach to Managing Union Impact

Richard (Rick) W. Pins, Esq., Leonard, Street and Dienard

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5C. FISCAL: Tricks and Traps of the New Form 990 and Other 501(c)(3) Tax Tips

Jeanne Schuster, Esq., CPA, Ernst & Young LLP

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5D. Purely for Public CAAs

Anita Lichtblau, Esq., CAPLAW
Lois Carson, Executive Director of the CA Riverside CAA

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5E. Good For What Ails You: What Health CareReform Means for Your CAA

Edward I. Leeds, Ballard Spahr LLP

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2009 National Training Conference - Seattle, WA

Pre-Conference A: Adventures in Nonprofit Governance: Case Studies

Jack Siegel, Esq., CPA, Charity Governance Consulting LLC

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Pre-Conference B: OMB Circular Overview

Dan Miller, CPA, Meliora Partners

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1A. Governance: Introduction to Community Action

Allison Ma’luf, Esq., CAPLAW
Seth Hassett, Director, Division of State Assistance, Office of Community Services
Brian Tipton, Esq., Sasser, Sefton, Connally, Tipton & Davis, P.C.

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1B. HR: Ensuring Equal Opportunity in the Workplace

Merrily S. Archer, Esq., Fisher & Phillips, LLP

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1C. Fiscal: Constructing an Agency-Wide Budget

Dan Miller, CPA, Meliora Partners

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1D. Trust: The Key to Collaborative Leadership

Norval D. (John) Settle, Esq., SETTLEment Associates, LLC

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1E. Adventures in Nonprofit Governance: Case Studies

Jack Siegel, Esq., CPA, Charity Governance Consulting LCC

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2A. Governance: Effective Board Procedures

Jack Siegel, Esq., CPA, Charity Governance Consulting LLC
Patricia Stieger, Management Consultant

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2B. HR: ADA and FMLA Update

Peter Ebb, Esq., Ropes & Gray

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2C. Fiscal: 501(c)(3) Hot Topics

Jeanne Schuster, Esq., CPA, Ernst & Young LLP

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2D. Head Start Update

Teresa Cox, Mid-Willamette Valley Community Action Association
Ann Linehan, HHS Office of Head Start
Robert Sasser, Esq., and Brian Tipton, Esq., Sasser, Sefton, Connally, Tipton & Davis, P.C.

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2E. Primer on Privacy and Confidentiality

Eleanor Evans, Esq., and Alicia A. Gilleskie, Esq., Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan, L.L.P.

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3A. Governance: Developing and Managing Community Partnerships

Anita Lichtblau, Esq., CAPLAW
Ona Porter, Community Action New Mexico

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3B. HR: Rightful Discharge: Terminating without Litigating

Merrily S. Archer, Esq., Fisher & Phillips, LLP

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3C. Fiscal: Spotlight on Social Enterprise (Part I)

David Carleton, Executive Director, Kitchens With Mission
Ken J. Robinette, Executive Director, South Central Community Action Partnership

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3D. Federal Housing Law and Policy Update

Danna Fischer, Esq., National Low-Income Housing Coalition

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3E. Got Funding? Finding Additional Program Resources while Nourishing Children through Federal Nutrition Programs

Ellen Teller, Esq., Food Research and Action Center

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4A. Governance: Contending with Conflicts of Interest

Cynthia Cumfer, Esq., Community Development Law Center
Eleanor A. Evans, Esq., CAPLAW

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4B. HR: Conducting Bulletproof Workplace Investigations

Merrily S. Archer, Esq., Fisher & Phillips, LLP

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4C. Fiscal: Spotlight on Social Enterprise (Part II)

Brian Tipton, Esq., Sasser, Sefton, Connally, Tipton & Davis, P.C.
LaVerne Woods, Esq., Davis Wright Tremaine LLP

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4D. Focus on the Foreclosure Crisis

Danna Fischer, Esq., National Low-Income Housing Coalition

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4E. Leadership Transition Strategies

Kay Sohl, Nonprofit Financial Management Consultant, Kay Sohl Consulting

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4F. Davis-Bacon Act 101

Rick Pins, Esq., Leonard, Street, and Deinard

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5A. Governance: Transformative Leadership and the High-Impact CAA

Ona Porter, Community Action New Mexico

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5B. HR: Health and Welfare Plan Check-Up

Sarah Bhagwandin, Esq., Davis Wright Tremaine LLP

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5C. Fiscal: Proficiency in Procurement

Kay Sohl, Nonprofit Financial Management Consultant, Kay Sohl Consulting

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5D. The Art of Advocacy

Anita Lichtblau, Esq., CAPLAW
Ellen Teller, Esq., Food Research and Action Center

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