new Working Better Together

A Two-Part Mergers & Shared Services Webinar Series

Part One: An Exploration of Shared Administrative Services
Tuesday, July 18, 2:00-3:30 p.m. E.D.T.
Presenters: Eleanor Evans, Esq. and Veronica Zhang, Esq., CAPLAW

Faced with government budget cuts and increased competition for funding, CAAs are exploring various alternatives for sharing or combining resources to reduce their operational costs and increase their efficiency and effectiveness. Sharing administrative services with another organization can also be a first step towards pursuing closer collaborations, including mergers, with potential community partners. In this webinar, we will discuss the various options for sharing services and the financial, legal, and government grant law issues to consider before doing so.

Intended Audience: Board members, executive directors, finance directors, HR directors, other CAA senior management staff, attorneys working with CAAs, and state association and state CSBG office staff supporting these types of collaborations

On Demand

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Part Two: Mergers as a Strategy for Success
Thursday, July 20, 2:00-3:30 p.m. E.D.T.
Presenters: Eleanor Evans, Esq. and Veronica Zhang, Esq., CAPLAW

Many nonprofit organizations view mergers as a last resort, a reaction to financial distress or leadership vacuum. But what if CAA leaders considered mergers proactively—as a way to encourage organizational growth, strengthen effectiveness, replicate best practices—and to do so in a cost-effective manner? This webinar will explore how CAAs can reframe mergers as tools for furthering their impact. We will discuss the merger planning process and legal structuring, as well as tackle potential barriers to successful mergers, including Head Start competition issues, organizational culture, and the post-merger integration process.

Intended Audience: Board members, executive directors, finance directors, HR directors, other CAA senior management staff, attorneys working with CAAs, and state association and state CSBG office staff supporting these types of collaborations


On Demand

View Recording | View PowerPoint

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Webinar and Audio Conference Library

To purchase a recording please email Nasha Foster at nasha.foster@caplaw.org.

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Topics

CSBGFinancial ManagementGovernanceGrant LawHead Start
Human ResourcesLobbying & Political Activity RulesOther Topics of Interest



Community Services Block Grant (CSBG)

new The Nuts and Bolts of the Federal CSBG Act
(Part 2 of the CAA Leaders Legal Bootcamp Webinar Series)
Presented by Allison Ma'luf, Esq. and Christopher Logue, Esq.
Presented on April 7, 2016

The Community Services Block Grant (CSBG) Act is the legal cornerstone of Community Action. While the Act itself is short, it contains many important requirements. This webinar offers an introduction to the Act for Community Action newcomers and serves as a refresher for seasoned leaders. Topics covered will include an overview of laws and guidance relevant to CAAs; uses of CSBG funds; income eligibility; tripartite boards; state plans; monitoring; and funding reduction and termination.

On Demand

View Recording | View PowerPoint | View CAA Leaders' Legal Guide


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new Public CAA Essentials
(Part 5 of the CAA Leaders Legal Bootcamp Webinar Series)
Presented by Allison Ma'luf, Esq. and Christopher Logue, Esq.
Presented on August 17, 2016

Public community action agencies (CAAs) face unique opportunities and obstacles in operating their programs. In this webinar we will explore the relationship between a public CAA’s tripartite board and staff and the local government entity of which it is a part. In particular, we will analyze the authority delegated to the CAA, the role of the tripartite board, and the ways in which a public CAA can fulfill the goals of the Community Services Block Grant Act.

On Demand

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Significant CSBG Issues to Examine When Planning for the Future

Presented by Anita Lichtblau, Esq., Casner and Edwards
Presented on June 11, 2014

Maintaining a healthy and sustainable CAA requires an organization not only to keep ahead of new requirements but also to maintain compliance with existing rules as it responds to the changing needs of the communities it serves.  In this session, we will discuss the legal and practical impact of the proposed Communtiy Service Block Grant Act (CSBG) organizational standards. We will also address the ways in which CAAs are permitted to use CSBG funds and the limitations that must be considered.  We will focus on issues relating to eligibility for CSBG services, especially when leveraging CSBG funds or integrating intake processes, along with the limitations in the CSBG Act relating to property and facilities. 

On Demand

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Making the Grade: How to Prepare for and Respond to CSBG Monitoring

Presented by Allison Ma'luf, Esq., CAPLAW
Presented on May 23, 2012

Taking a proactive approach to the CSBG monitoring process will place a CAA on the road to becoming a healthier and stronger organization. Join Allison Ma'luf, Esq. of CAPLAW for a webinar that will discuss actions a CAA can take to affect its success in a monitoring before it is even selected by its state CSBG office for a review, and much more.

Topic: Governance
Format: Audio Conference

On Demand

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Tripartite Board Tips and Traps Free to members

Focus on Community Action Agency (CAA) tripartite board composition and selection. Get answers to questions such as: How many directors should a CAA have? How should directors be selected? Must low-income sector directors be low-income themselves? Can a director send an alternate to a board meeting that he or she cannot attend? How can a CAA get rid of ineffective or troublesome directors? What are the responsibilities of a tripartite board?

Topic: Governance
Format: Audio Conference

  • Members: FREE!
  • Non-members: $116

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Top Notch CAAs: Organizational Standards from the Legal Perspective

Presented by Anita Lichtblau, CAPLAW
Presented on August 8, 2013

The Community Action network has participated in many discussions recently about the Organizational Performance Standards proposed by the Community Action Partnership.  These Community Action Agency standards are intended to increase the accountability and capacity of CAAs to achieve their anti-poverty mission by requiring specific organizational practices in nine areas, such as leadership, governance, human resource management, strategic planning, and financial operations. This webinar will look at the legal angle of some of the standards, such as those in the governance and human resources areas, best practices on how to use legal resources to meet the standards, and legal issues relating to implementation of the standards.

For further reading, please click the links below:

On Demand

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Note: The recording begins at 00:02:55

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Do the Right Thing: Creating a Culture of Compliance and High Ethical Standards

Presented by Eleanor Evans, CAPLAW
Presented on August 15, 2013

Today, Community Action Agencies (CAAs) face unprecedented challenges due to an increased demand for their services, decreased government funding, and intensified competition for that funding. CAAs are being held to higher standards of accountability in terms of their ability to exercise effective financial oversight and stewardship, to comply systematically with the many laws and regulations that apply to their operations. Yet, at the same time, a few CAAs have encountered ethical lapses and compliance crises that have jeopardized their funding and required them to lay off staff, terminate programs and, in some cases, close their doors.

Be sure your organization is prepared to avoid crises and meet current challenges. Attend this session and learn about CAPLAW’s new compliance and ethics toolkit, as well as actions CAA boards and management can take to establish and maintain a strong ethical culture and effective compliance throughout the organization.

For further reading, please click the links below:

On Demand

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^Back to Topics

Financial Management

new Dollars & Sense: Federal Grant Financial Management Rules
(Part 3 of the CAA Leaders Legal Bootcamp Webinar Series)
Presented by Allison Ma'luf, Esq. and Christopher Logue, Esq.
Presented on April 12, 2016

One of the most important responsibilities of a CAA’s board of directors and executive management team is to ensure that the organization is financially sound and compliant. This webinar will focus on the requirements applicable to the federal funds CAAs receive. Topics covered will include the history and applicability of the Office of Management and Budget Uniform Guidance; administrative requirements and financial management systems under the Uniform Guidance, federal cost principles; Single Audit requirements; nonprofit CAA financial statements; and annual budgets.

On Demand

View Recording | View PowerPoint | View CAA Leaders' Legal Guide

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Does Our CAA Effectively Estimate and Reconcile Indirect Costs?
(Part of the Ins and Outs of Indirect Costs Under the Super Circular Webinar Series)
Presented by Kay Sohl, Kay Sohl Consulting
Presented on March 4, 2015

In this webinar we will considered the impact of over- or underestimating an indirect cost rate.  We discussed what reporting and reconciliations are required under the Uniform Guidance for those CAAs that wish to request a four year extension of their current rate.  We also explored the benefits and downsides of extending your current rate.

Topic: Financial Management
Format: Webinar

On Demand

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What is the Best Option for Calculating Our CAA's Indirect Cost Rate?
(Part of the Ins and Outs of Indirect Costs Under the Super Circular Webinar Series)
Presented by Kay Sohl, Kay Sohl Consulting
Presented on February 25, 2015

The Uniform Guidance continues the options for submitting proposals for federal  indirect cost rates that were previously included in OMB Circular A-122.  Learn how indirect cost rates are computed using the Simplified Allocation Method, Multiple Allocation Base Method, and Direct Allocation Methods and understand the pros and cons of utilizing the permissible choices for bases (total direct cost, salaries and wages, and total personnel costs).  We discussed how to apply for an indirect cost rate and explore the potential benefits of changing methods along with opportunities to raise or lower your rate at your next negotiation.

Topic: Financial Management
Format: Webinar

On Demand

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Will the 10% De Minimis Indirect Cost Rate Work for Our CAA?
(Part of the Ins and Outs of Indirect Costs Under the Super Circular Webinar Series)
Presented by Kay Sohl, Kay Sohl Consulting
Presented on February 18, 2015

Learn which organizations may receive the 10% de minimis rate and what “indirect costs” will be covered with this rate.  We discussed how a CAA would calculate an actual indirect cost rate using the Modified Total Direct Cost (MTDC) method required for calculation of the de minimis rate by the Uniform Guidance.  We explored strategies for addressing a reality where actual indirect costs are higher or lower than the 10% de minimis rate.

Topic: Financial Management
Format: Webinar

On Demand

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What Impact Does the New Guidance Have on the Treatment of Indirect Costs?
(Part of the Ins and Outs of Indirect Costs Under the Super Circular Webinar Series)
Presented by Kay Sohl, Kay Sohl Consulting
Presented on February 11, 2015

In this webinar, we provide an overview of the impact of the Uniform Guidance on a CAA’s ability to charge administrative and other indirect costs to its federal awards.  We discussed the potential conflicts between federal statutory limitations on administrative costs and new Uniform Guidance provisions and explain ways which your CAA can deal with both.  For CAAs without federal indirect cost rates, we explored the pros and cons of using a cost allocation plan to support charging administrative costs as direct costs. We contrasted this approach with utilizing the 10% de minimis rate allowed by the Uniform Guidance. We also looked at the most common problems encountered by CAAs with federal indirect cost rates.

Topic: Financial Management
Format: Webinar

On Demand

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Changing Needs and Expectations for Chief Financial Officers in Community Action
(Part of the Strategic Issues Facing CAAs Webinar Series)
Presented by Kay Sohl, Kay Sohl Consulting
Presented on May 14, 2014


What does it take to be truly effective as a Chief Financial Officer (CFO) in Community Action?  The answer for most CAAs goes way beyond the basics – an excellent knowledge of accounting principles, OMB Circular requirements, and specific funding source compliance issues. Today’s CFO must also be an outstanding communicator and a true strategic partner for the Executive Director. Effective CFOs provide tools to help managers test the financial impact of new strategies and monitor progress toward key financial goals.  Increasingly, CFOs are cash management experts – dealing with daunting challenges when state reimbursements slow down or contracts are delayed.  Many CFOs wear multiple hats, managing IT, HR, and facilities functions as well as core accounting and financial reporting.  Learn how experienced CFOs are finding the time required to shift their focus to new demands by streamlining accounting functions, and how new CFOs are getting the support they need to be effective in the complex world of Community Action.

Topic: Financial Management
Format: Webinar

On Demand

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Critical Indicators for CAA Sustainability
(Part of the Strategic Issues Facing CAAs Webinar Series)
Presented by Kay Sohl, Kay Sohl Consulting
Presented on February 12, 2014

Discover new tools that CAAs are using to focus board attention on their organization’s most important financial choices and challenges. In this session, we will explore strategies to build your board’s understanding of your CAA’s current financial health and the increased emphasis that funders are placing on organization-wide sustainability and management capacity.  We will evaluate new formats for financial reports and the value of dashboard presentations that use graphics to convey important trends and comparisons at a glance.  Attendees will learn how improving the presentation of financial information can actually improve the usefulness of Board discussions by helping board members identify and evaluate the choices they need to make to strengthen their organization and monitor progress toward increased sustainability.

Topic: Financial Management
Format: Webinar

On Demand

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Cost Allocation: Red Flags and Remedies
Presented by Kay Sohl, Kay Sohl Consulting
Presented on September 27, 2012

Across the country, Community Action Agencies are experiencing heightened auditor and Inspector General interest in cost allocation plans and practices. CAPLAW and the Partnership have teamed up to produce a new Cost Allocation Toolkit designed for CAAs who do not have federally negotiated indirect cost rates and face the torturous web of cost allocation requirements in A-122 and layers of additional, at times conflicting guidance from specific federal and state programs.

Topic: Financial Management
Format: Webinar

On Demand

View Recording | View Handouts

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Personnel Activity Reports (PARS): The Do's and Don'ts

Presented by Janet S. Johnson, CPA, CMA, Senior Manager, WIPFLI
This webinar was hosted In partnership with the Community Action Partnership

Presented on September 20, 2012

This webinar will cover key aspects of time and effort reporting and cost allocation, including: what’s required; red flags that may mean you need to look at PARs; what is best practice; and practical advice for doing them well. The webinar is based on a new guide from Wipfli created in partnership with CAPLAW and the Community Action Partnership.

Topic: Financial Management
Format: Webinar

On Demand

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How Sharing Services Can Help You Do More With Less

Presented by Peggy Eagan of Children and Family Services and Kay Sohl, Kay Sohl Consulting
Presented on May 15, 2012

This webinar discussed the innovative collaboration between 9 nonprofits to share services and how these shared services now better serve the children and families of Charlotte, NC. The webinar is moderated by Kay Sohl of Kay Sohl Consulting.

Topic: Financial Management
Format: Webinar

On Demand

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Constructing a Community Action Agency Dashboard

Presented by Michael Anderson, Nonprofits Assistance Fund
Presented on January 17, 2012

Data can be overwhelming. Community Action Agencies, often to comply with funder requirements, build and manage complex financial recordkeeping systems that can result in information overload. An effective dashboard report distills data to some key measures and makes meaningful comparisons to benchmarks and goals. With greater clarity, organizational leaders can focus on the most relevant information to make strategic decisions.

Topic: Financial Management
Format: Webinar

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Budget Builders: Who Does What? Why is it Important"

Presented by Kay Sohl, PA, Kay Sohl Consulting
Presented on May 18, 2011

Your budget may be the most important document your CAA will create this year. It will guide your use of resources and ensure your continuing capacity to deal with the daunting challenges of poverty in your community. Budget Builders will provide practical strategies to organize your annual budget development and approval process amidst uncertainty and ongoing financial stress. This new webinar will explore multiple approaches to obtain meaningful Board and staff input on key choices and build buy-in and support for the budget which emerges.

Topic: Financial Management
Format: Webinar
Part of the "Beyond the Basics" webinar series

View Recording | View PowerPoint

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Agency-wide Budgeting: Counting Every Dollar Because Every Dollar Counts

Presented by Dan Miller and Owen Heiserman, Meliora Partners
Presented on June 1, 2011

An agency-wide budget helps a community action agency ensure that it has accounted for all the dollars in its fiscal year, and that all the dollars are in their proper place. Using a model agency-wide budget, participants will learn how to diagnose occurrences of duplicate funding of positions or expenses; identify the size and timing of funding gaps; establish “drop dead” timelines and contingency plans in case funding doesn’t materialize; highlight positions that may be vulnerable and the appropriate personnel actions that may be required; and use advance knowledge and planning to mitigate financial risk.

Topic: Financial Management
Format: Webinar
Part of the "Beyond the Basics" webinar series

View Recording | View PowerPoint | Download Budget Template | Download Budget Workbook | CAP Standards of Excellence Check Sheet

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More than Math: The Board’s Role in Financial Oversight and Monitoring

Presented by Jack Siegel, Esq., CPA, of Charity Governance Consulting LLC
Presented on July 20 , 2011

Many boards fail to recognize that although a CAA is a nonprofit, it also is a business. This in-depth session will emphasize why all CAA board members must focus on their CAA's finances if the board is to avoid problems and discharge its fiduciary duties. Webinar participants will explore who should lead the board discussion of financial statements, the roles that management and the finance committee should play, and what steps the board should follow as it reviews financial statements. More than Math is designed to give board members, who are not experts in finance or accounting, tools that enable them to participate in the discussion of their CAA’s financial issues.

Topic: Financial Management
Format: Webinar
Part of the "Beyond the Basics" webinar series

On Demand

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Keys to Cost Effective Controls and Clean Audits – the COSO Internal
Control Integrated Framework


Presented by Kay Sohl , Kay Sohl Consulting
Presented on July 27, 2011

Auditors use the COSO framework to understand and evaluate your internal controls. Learn how you can use the COSO framework to develop more cost effective controls and streamline the audit process. Spot old fashioned approaches to controls that may be wasting time and leaving your systems insufficiently protected from fraud in our electronic age. Explore new strategies to address the risks which emerge during periods of budget cutbacks and cash flow problems.

Topic: Financial Management
Format: Webinar
Part of the "Beyond the Basics" webinar series

On Demand

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Dealing with Audit Findings

Facilitated by Kay Sohl
Guest Panelist: Mike Zeno and Mary Pockl, CPAs, S.R. Snodgrass A.C.
Presented on August 3, 2011

Part of the Financial Management Conference Call Series

On Demand

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Getting Your Money's Worth From Your Audit

Facilitated by Kay Sohl
Guest Panelist: Gary McGee, Managing Partner at Gary McGee & Co. LLP
Presented on July 18, 2011

Part of the Financial Management Conference Call Series

On Demand

View Recording | View PowerPoint

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Board Audit Committees

Facilitated by Kay Sohl
Guest Panelist: Mitch Beauregard, Finance and Administration, ACCESS
Presented on May 25, 2011

Part of the Financial Management Conference Call Series

On Demand

View Recording | View PowerPoint

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Preparing the Annual Budget

Facilitated by Kay Sohl
Presented on March 23, 2011
Part of the Financial Management Conference Call Series

On Demand

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How to Avoid Common Audit Problems Through Proper Preparation Free to members
Learn how to avoid common audit problems by being prepared for your audit. Auditee responsibilities in the audit process; the impact of internal controls on financial statement process and audit preparedness; receive updates on stimulus package requirements and how that may affect your audit and your audit costs.

Topic: Financial Management
Format: Audio Conference

  • Members: FREE!
  • Non-members: $116

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Building Financial & Management Capacity Across a CAA

CAPLAW and the Community Action Partnership have teamed up to offer a series of three webinars focusing on a team approach to cultivating and administering program budgets. The series adds a new perspective to the old adage "the whole is only as good as the sum of its parts" by exploring the cross pollination that needs to occur within a CAA to produce compliant and successful programs.

View the recordings and more information on the Community Action Partnership website.

On Demand


^Back to Topics

Governance

Records Management 101: First Steps to a Successful Record Management Program
Presented on August 15, 2012
Presented by: Peggy Nagel, CAPLAW


The right steps are essential to successfully implementing an organization-wide paper and electronic records management program. In this webinar, we will consider some basic records management concepts, the first steps to take in planning and organizing your records, how to create a file plan and create a record retention schedule, and more. Learn some of the key ways to effectively manage and organize your physical and digital records.

Topic: Governance
Format: Webinar
Part of the "Essential Governance" webinar series

On Demand

View Recording | View PowerPoint | View Sample Record Retention Policy

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Whistleblower Policies

Presented on August 8, 2012
Presented by Anita Lichtblau, Esq., CAPLAW

Did you know that most fraud is discovered through hotlines and whistleblower reports? In this webinar, you will learn about legal requirements for whistleblower policies and how to create and implement effective policies for your CAA.

Topic: Governance
Format: Webinar
Part of the "Essential Governance" webinar series

On Demand

View Recording | View Handouts

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Roadmap for Resolving CAA Conflicts of Interest

Presented on August 1, 2012
Presented by Eleanor Evans, Esq., CAPLAW

Confused by conflicts of interest? You’re not alone. Community Action Agencies are expected – and in some cases, required – to adopt and implement conflicts of interest policies. Yet developing these policies and applying them to actual situations can be a daunting task, especially given the many different rules from various sources that may apply.

In this webinar we will distribute and review sample policies and provide practical tips for drafting, implementing and using conflict of interest policies to resolve problematic situations.

Topic: Governance
Format: Webinar
Part of the "Essential Governance" webinar series

On Demand

View Recording | View Handouts

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Quality Improvement: The Payoff from Internal Controls

Presented by Owen Heiserman, Meliora Partners
Presented on September 14, 2011

This webinar will emphasize—analysis and corrective action—those parts of the quality improvement cycle that alter performance. Emphasis will be on illustrating how executive directors and program managers utilize internal control systems to define quality, assess performance, and target enhancement strategies. Management attention will be demonstrated as critical to the success of sound policies and procedures.

Topic: Governance
Format: Webinar
Part of the "Beyond the Basics" webinar series

On Demand

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Purposeful Planning: How to Focus Board & Staff Efforts to Guide Your CAA to Success

Presented by Kay Sohl, PA, Kay Sohl Consulting
Presented on April 27, 2011

Learn how to structure your planning processes to yield useful frameworks to guide financial, program, and leadership choices…and how to avoid unfocused, duplicative, unbearably long planning processes that drain resources and yield untouched doorstops. Join CAA Executive Directors, Fiscal Officers, Development Directors, and Board Leaders for this 90 minute interactive session to explore practical strategies to integrate your planning efforts to chart your course through the tough choices CAAs confront as community needs explode and public funding resources shrink.

Note: Due to technical difficulties, this recording begins at slide 13. The handouts are complete.

Topic: Governance
Format: Webinar
Part of the "Beyond the Basics" webinar series

On Demand

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Risk Management: An Organizational "Flu Shot"

Presented by Dan Miller and Owen Heiserman, Meliora Partners
Presented on May 11, 2011

This webinar will illuminate the dimensions of risk that CAAs should consider on a regular basis. This session will highlight activities which integrate risk management, strategic planning, agency-wide budgeting, and performance improvement planning. Participants will walk through a risk management planning process, with examples from several experts. ISO 31000:2009, a new international risk management standard, will be examined. Participants will use a checklist to identify risk management practices they already use and others they should add to their planning processes.

Topic: Governance
Format: Webinar
Part of the "Beyond the Basics" webinar series


On Demand

View Recording | View PowerPoint | View Handouts

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Leadership Transition Strategies Free to members

Filling nonprofit CEO and CFO positions is growing more challenging as the boomer generation begins its exodus from the nonprofit sector. While the recession has delayed some boomer exits, it has also created a new pool of applicants with high level corporate experience, opening new opportunities and pitfalls in transition planning, Explore new strategies to plan for leadership transition and create flexible opportunities for highly skilled professionals to provide transitional leadership.

Topic: Governance
Format: Audio Conference

  • Members: FREE!
  • Non-members: $116

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CAA Bylaws Free to members
Experts recommend that nonprofits review their bylaws at least every three years. When was the last time your organization reviewed its bylaws? Learn what you need to think about when updating your organization’s bylaws.

Topic: Governance
Format: Audio Conference

  • Members: FREE!
  • Non-members: $116

^Back to Topics

Grant Law

Uncle Sam’s Money: Fundamentals of Federal Grant Law
(Part 1 of the CAA Leaders Legal Bootcamp Webinar Series)
Presented by Eleanor Evans, Esq. and Veronica Zhang, Esq.
Presented on April 5, 2016

Given that federal grants represent a major source of funding for CAAs, it is important for CAA leaders to have a working knowledge of federal grant law.  This webinar kicks off the series by covering the key statutory and regulatory compliance requirements for both public and nonprofit CAAs as recipients of federal grants. We will discuss the grant life cycle; requirements for CAAs entering into subaward agreements; lobbying and political activity restrictions applicable to federal grantees; and a CAA’s options when a federal agency takes enforcement action against the organization.

On Demand

View Recording | View PowerPoint | View CAA Leaders' Legal Guide


^Back to Topics

Head Start

Head Start Risk Management

Presented by Brian Tipton, Esq., The Private Client Law Group
Presented on July 16, 2014

Thinking and acting proactively is critical if a CAA’s Head Start program is to not only survive but thrive. In this session we will learn from the mistakes of others and explore actions a CAA that may take to strengthen its organization and avoid Head Start recompetition.  We will discuss the most recent guidance for five-year project grants and identify common problems that have placed grantees on the recompetition list.  We will also explore proactive steps an organization can take to avoid those problems as it prepares for its next round of monitoring.

On Demand

View Recording | View PowerPoint


^Back to Topics

Human Resources

new Ins and Outs of Retirement Plan Audits
(Part One of the Keeping Your Organization’s Retirement Plan in Shape Webinar Series)
Presented on February 28, 2017

In the first webinar, learn from an experienced retirement plan auditor about: which retirement plans are required to have audits; what auditors look at when conducting an audit; how to prepare for the efficient completion of your plan’s next audit; what are the most common errors found during a plan audit and how your organization can avoid those errors.

Presenter: Angie Whiteside, CPA, Wipfli

On Demand

View Recording | View PowerPoint

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new Navigating Retirement Plan Fiduciary Rules and Correcting Plan Errors
(Part Two of the Keeping Your Organization’s Retirement Plan in Shape Webinar Series)
Presented on March 1, 2017

In the second webinar, a seasoned retirement plan attorney will help you understand what your organization must do to fulfill the fiduciary responsibilities of a plan sponsor under the Employee Retirement Income Security Act (ERISA). You will also learn about steps your organization can take to correct plan compliance errors.

The presenter for Webinar Two, Attorney Michele Golkow, provided additional information regarding two questions that were raised during the webinar; that information can be found on the last page of the Webinar Two handout.

Presenter: Michele Golkow, Esq., Ballard Spahr LLP

On Demand

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Taking Care of Business...and Working Overtime
Presented on August 17, 2016

The U.S. Department of Labor recently issued its long-anticipated “overtime rule,” which affects whether certain employees may be treated as exempt from the minimum wage and overtime pay requirements of the federal Fair Labor Standards Act. The DOL estimates that the new overtime rule, which will go into effect on December 1, 2016, will extend overtime protections to an additional 4.2 million exempt workers who are not currently eligible for overtime pay. This webinar reviews the changes in the new overtime rule and how they apply to CAAs, discusses various options for compliance, and addresses common employee classification issues, including the classification of Head Start teachers.

To accompany this webinar, CAPLAW issued an extensive FAQ addressing the new overtime rule and its implications for CAAs.

On Demand

View Recording | View PowerPoint

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Determining if Individuals are Full-Time Employees under the Employer Mandate
(Part One of the Affordable Care Act Check-up: Tips on Complying with the Employer Mandate webinar series)
August 11, 2015
Wondering how to determine whether particular CAA staff members are considered full-time employees under the ACA and whether employer mandate assessments will apply if health coverage is not offered?  Our first webinar will help CAAs apply the employer mandate rules by explaining how those rules apply to a number of common CAA situations, including Head Start staff who are laid off during the summer and individuals enrolled in job training programs.  Attendees will learn how to address a number of key situations in applying the employer mandate and basic rules for addressing other situations.

Presenter: Edward I. Leeds, Esq., Ballard Spahr LLP

On Demand

View Recording | View PowerPoint

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Understanding the Employer Mandate’s Reporting Requirements
(Part Two of the Affordable Care Act Check-up: Tips on Complying with the Employer Mandate webinar series)
August 12, 2015
Concerned about which of the new IRS reporting requirements under the employer and individual mandates apply to you?  What data do you need collect?  When do you need to submit and deliver the new forms?  How do you complete those forms?  Our second webinar will discuss these new reporting requirements, focusing primarily on IRS Forms 1094-C and 1095-C forms, as well as key issues to be aware of when collecting information and reporting.  Attendees will leave this webinar with a framework for meeting the new requirements as they begin to examine the new forms and instructions.

Presenter: Edward I. Leeds, Esq., Ballard Spahr LLP

On Demand

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When the Going Gets Tough, Who Gets Going?: Employment Laws Affecting Staffing Options
(Part of the Strategic Issues Facing CAAs Webinar Series)
March 12, 2014
Preparing for uncertain times is not always easy.  CAAs are often faced with potential funding cuts and program changes that affect their most valuable resource, their employees.  Don’t wait until you are faced with these difficult scenarios to assess your CAA’s staffing options.  Attend this webinar to learn about the applicable employment laws affecting different staffing choices and ways to reduce your employment law liability relating to those choices.  In this session we will focus on the wage and hour issues associated with alternative employment arrangements such as furloughs and reductions in an employee’s pay and hours; the discrimination laws that are triggered when an employer is making staffing changes; the application of the federal layoff notice law, the WARN Act, for certain employment actions; and the documentation and evaluation procedures that every employer should have in place to help protect it from potential claims.

Presenter: Rick Pins, Esq., Stinson Leonard Street LLP

On Demand

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Employee Benefits Check-Up: Are You in Compliance with the Affordable Care Act?
(Part of the Strategic Issues Facing CAAs Webinar Series)
January 15, 2014
As employers work towards compliance with the Affordable Care Act many questions still remain.  Attend this webinar to hear about the latest developments in implementation of the health care reform law and their impact on employer-sponsored health plans.  Topics discussed will include not only provisions that are currently in effect, such as the 90-day waiting period limit, but also upcoming requirements such as the “pay or play” mandate and the nondiscrimination requirements for fully insured plans.

Presenter: Sheldon J. Blumling, Esq., Fisher & Phillips LLP

On Demand

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Conquering Employment Law Conundrums Webinar Series

Employee Benefits Check-Up: Are You Ready for the Affordable Care Act?
January 16, 2013
Health Care Reform is an undeniable reality – the U.S. Supreme Court upheld the Affordable Care Act in June 2012 and the November presidential and congressional election results quieted the political dissenters.  Now, it's time for employers to get to work preparing for its full implementation.  Attend this webinar to hear about the latest developments in implementation of the health care reform law and their impact on employer-sponsored health plans.  Topics discussed will include: an update on preparing for the “pay or play” mandate; preparing for upcoming nondiscrimination and auto enrollment requirements; handling medical loss ratio rebates; complying with the requirement to provide a summary of benefits and coverage; and reporting the cost of group health plan coverage on W-2 Forms.

Presenter: Sheldon J. Blumling, Esq., Fisher & Phillips LLP

On Demand

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Managing the Changing Face, Risk and Cost of Discrimination
February 13, 2013
The face of discrimination has changed markedly since the passage of landmark workplace civil rights protections nearly 50 years ago, Title VII of the Civil Rights Act of 1964.  These days, the EEOC’s charge inventory consists increasingly of disability, age, and retaliation matters, protected categories that can now cover a majority of the American workforce.  The cost of defending EEOC matters has steadily increased, perhaps to the point where employers think they can no longer fight when they’re right.  And worse, non-profits have increasingly landed on the EEOC’s radar.  This webinar will help participants sort out which EEOC matters pose real risk and which ones do not, based on the EEOC’s recently released 2012-2016 strategic plan.  Once armed with the ability to triage risk, employers can make more strategic decisions about when to bear the certain expense of retaining outside counsel or alternatively, when to realize the incredible cost-savings of D-I-Y participation in the EEOC’s administrative process.

Presenter: Merrily Archer, Esq., EEO Legal Solutions


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Tackling Tricky Wage and Hour Topics
March 13, 2013
Test your wage and hour prowess by working through several scenarios that address some of the trickier federal Fair Labor Standards Act (FLSA) issues faced by Community Action Agencies (CAAs).  This practical look at the FLSA will aid CAAs in discovering ways to reduce wage and hour law liability.  We will focus on alternative employment arrangements in tough economic times such as furloughs and reductions in an employee’s pay and hours; the accurate classification of Head Start teachers; training and travel time for non-exempt employees; and compliance with the salary basis requirement by avoiding impermissible deductions that can jeopardize an employee’s exempt status.

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

On Demand

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Navigating an Employee Request for Accommodation
April 10, 2013
Are you confused about when and how your community action agency (CAA) must accommodate employee requests for individualized treatment? Do you struggle with striking a balance between accommodating employees and maintaining a productive and effective workplace?  This webinar will provide you with practical suggestions on how to respond to such requests, especially ones for religious observances and/or a “disability.”  We will examine the Americans with Disabilities Act Amendments of 2008 (ADAA) along with other discrimination laws as we carefully explore an employer’s duty to provide reasonable accommodations.  We will also discuss the role of the “interactive process” and the “undue hardship” defense along with the policies and procedures your CAA can implement to help protect itself from liability and optimize its operations.

Presenter: Andria Lure Ryan, Esq., Fisher & Phillips LLP

On Demand

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A Cup of Alphabet Soup To Cure A Few FMLA Ills
May 15, 2013
If you manage employees’ requests for leave, you may need a generous helping of alphabet soup. That is not the A to Z of the Family Medical Leave Act (FMLA), but a serving of the more challenging aspects that often cause management consternation in administering a law that can result in  staffing issues,  low morale,  and perceptions (or reality) of abuse.   Mitzi will provide the right recipe for dealing with particularly prickly aspects of the FMLA such as intermittent and reduced schedule leave, leave for grandparents and adult children, the exhaustion of FML time,  and  the absence of the ADA’s  “undue hardship” defense.   Mitzi, who represents many CAAs, offers a practical, proactive approach to managing employees’ leave to avoid or limit legal pitfalls and minimize the operational challenges related to intermittent and reduced schedule leave. 

Presenter: Mitzi Martin, Esq., Feagre Baker Daniels LLP 

On Demand

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Lobbying and Political Activity Rules

new Make Your Voice Heard: Advocacy and Lobbying
Part One of the Webinar Series "Changing the Game: How CAAs can engage in politics, advocacy, and lobbying"
Presented by Eleanor Evans, Esq. and Christopher Logue, Esq., CAPLAW
Presented on Tuesday, April 4, 2:00-3:30 p.m. E.D.T.

This webinar focuses on advocacy and lobbying and addresses questions such as: What is the difference between lobbying, advocacy, and education? What kinds of activities are considered lobbying, and what are not? How do we lobby while staying within Internal Revenue Service and federal grant rules? What kind of funds can pay for time spent lobbying and doing advocacy?

On Demand

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new Political Activity: Playing by the Rules
Part Two of the Webinar Series "Changing the Game: How CAAs can engage in politics, advocacy, and lobbying"
Presented by Eleanor Evans, Esq. and Christopher Logue, Esq., CAPLAW
Presened on Tuesday, April 11, 2:00-3:30 p.m. E.D.T.

This webinar discusses the laws that govern how CAAs engage in political activity, and will address questions such as: What is political campaign activity and how is it different from lobbying and advocacy? Can our CAA get involved with activities like voter registration, voter education, candidate forums, endorsing candidates, or issue advocacy? What is the Hatch Act, and how does it limit the off-duty political activity of our employees?

On Demand

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Lobbying Legally & Effectively Free to members


Involvement in public policy issues is a must for organizations working to improve the lives of low-income people. In this session, examine the rules that apply to lobbying by CAAs, Head Start programs, and 501(c)(3) organizations and find out how to advocate effectively within those rules.

Topic: Lobbying
Format: Audio Conference
Part of the "Back to Basics for CAA" Series

  • Members: FREE!
  • Non-members: $116

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Other Topics of Interest

new In a Nutshell: Tax-Exempt Law for Nonprofit CAAs
(Part 4 of the CAA Leaders Legal Bootcamp Webinar Series)
Presented by Eleanor Evans, Esq. and Veronica Zhang, Esq
Presented on April 14, 2016

A nonprofit CAA’s federal tax-exempt status is one of its most valuable assets. In this webinar we will review the do’s and don’ts of protecting that status. Topics covered will include advantages and basic requirements of tax exemption under Internal Revenue Code section 501(c)(3); restrictions and prohibitions on 501(c)(3) organizations – including lobbying and political activity; transactions with insiders; unrelated business activity; fundraising receipts and disclosures; and the IRS Form 990.

On Demand

View Recording | View PowerPoint | View CAA Leaders' Legal Guide

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Spotlight on Immigrant Eligibility for Public Benefits
Presented by Tanya Broder, Esq., National Immigration Law Center
Presented on September 19, 2012

Because of the intricacies of immigration and public benefits laws, it is often difficult for Community Action Agencies working with immigrants to assist them effectively. Controversial immigration laws in states such as Alabama and Arizona have caused additional confusion for CAAs and other human services providers. During this webinar we will outline the effect of immigration status on immigrant clients’ eligibility for benefits and services commonly provided by CAAs, such as Head Start, CSBG and LIHEAP.

On Demand

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| Immigrant Eligibility for Selected Federal Program Chart |

Typical Documents Used by Lawfully Present Immigrants


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