Conquering Employment Law Conundrums Webinar SeriesJoin us for an employment law webinar series that focuses on honing the skills and increasing the knowledge of experienced CAA executives and HR professionals. The series consists of five one-hour webinars that provide practical approaches to dealing with particularly thorny employment law issues ranging from complying with the “play or pay” mandate of the health care reform act to understanding how to protect your CAA against discrimination in the stricter EEOC environment to addressing particularly tricky wage and hour issues such as properly classifying employees and avoiding impermissible deductions to navigating an employee’s request for reasonable accommodation of seemingly amorphous disabilities to deciphering some of the pricklier FMLA requirements like what exactly qualifies as a “serious health condition” and why. Expert employment law attorneys from around the country will be offering useful and effective guidance to help conquer many of the employment law conundrums haunting CAA executives and HR professionals.
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Webinar and Audio Conference Archive Library
Past CAPLAW conferences are available for purchase in the CAPLAW online store. Your recording will include all associated presentation materials and handouts. Browse available conference by topic below. Visit the online store to order or fill out an order form.
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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
View Recording | View PowerPoint
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Introduction to CSBG
Explore the ins and outs of the Community Services Block Grant (CSBG) Act, the linchpin of the current Community Action movement. Join us for a discussion of: the composition, roles, and responsibilities of tripartite boards; limitations on the use of CSBG funds; allocation, payment and carryover of those funds; reduction and termination of CSBG funding; and designation of new entities eligible to receive CSBG funds.
Topic: Governance
Format: Audio Conference
Part of the "Back to Basics for CAA" Series
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Tapping into the Time, Talent, and Treasure of the Tripartite Board
Presented by Lisa A. Brown, Director of Development & Community
Presented on September 7 , 2011
In this session, participants will learn why the CAA’s tripartite board structure is a powerful asset that can—and should—be developed and deployed for resource development, and how to discard the one-size-fits-all approach and discover ways to engage and inspire your board to serve as active ambassadors, informed advocates, and enthusiastic fundraisers.
Topic: Governance
Format: Webinar
Part of the "Beyond the Basics" webinar series
View Recording | View PowerPoint
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Tripartite Board Tips and Traps
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
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
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
View Recording | View PowerPoint
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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
View Recording | View PowerPoint
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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
View Recording | View PowerPoint
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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
View Recording | View PowerPoint
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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
View Recording | View PowerPoint
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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
View Recording | View PowerPoint
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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
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
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
View Recording | View PowerPoint
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Right on the Money: OMB Circular A-122
Compliance with OMB Circular A-122 – the federal cost principle circular for nonprofits – is crucial for CAAs and other organizations receiving federal grants. This audio conference will provide an overview of the circular’s general principles, how to distinguish between direct and indirect costs, and different methods for allocating indirect costs. Using CAPLAW’s annotated guide to A-122, this session will also examine selected items of cost – both the plain language of individual rules and how to apply the principles in combination to particularly thorny issues faced by grantees. CAPLAW’s A-122 guide will also be offered at a reduced price to all conference registrants.
Topic: Financial Management
Format: Audio Conference
Part of the "Back to Basics" webinar series
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Effective Cost Allocation Strategies 
CAAs and other government grantees that do not have federally negotiated indirect cost rates face special challenges in allocating and recovering indirect costs. Explore practical strategies to comply with Office of Management and Budget (OMB) Circular A-122’s rules on indirect cost allocation, including ways to cope with limitations on administrative and indirect costs.
Topic: Financial Management
Format: Audio Conference
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Fundraising Strategies and Rules
Facing shrinking government budgets and growing client needs, Community Action Agencies (CAAs) are looking for other sources of revenue. Many CAAs want to step up their fundraising efforts but have questions about how .
Topic: Financial Management
Format: Audio Conference
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How to Avoid Common Audit Problems Through Proper Preparation
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
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Dealing Properly with Property
Focus on federal grant law rules that apply to buying, managing and disposing of real estate, equipment and supplies, and to constructing and renovating buildings. Get answers to questions such as, what steps do grantees need to take to before acquiring property with grant funds? What property management standards should grantees have in place? What is a federal interest in property and what steps must grantees take to protect it?
Topic: Financial Management
Format: Audio Conference
Working with Attorneys
Presented on: September 24, 2012
Presented by: Brian Tipton, Esq. and Robert Sasser, Esq., Sasser, Sefton, Brown, Tipton & Davis, P.C.
This webinar will help your organization determine when it needs to consult with an attorney and how to navigate the attorney-client relationship to foster a healthy and legally compliant organization. Topics include identifying issues and when to contact a lawyer, finding the right attorney for the issue, legal fees (and use of grant funds to pay those fees), recruiting attorneys for your organization’s board (and the limitations on board member attorneys), free and low-cost resources to manage legal costs, communicating with attorneys, and building good working relationships.
Topic: Governance
Format: Webinar
View Recording | View PowerPoint
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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
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
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
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
View Recording | View PowerPoint
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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.
Topic: Governance
Format: Webinar
Part of the "Beyond the Basics" webinar series
View Recording | View PowerPoint
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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
View Recording | View PowerPoint | View Handouts
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Leadership Transition Strategies
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
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501(c)(3) Fundamentals
A nonprofit’s federal tax-exempt status is one of its most valuable assets. Review the do’s and don’ts of protecting that status. This audio conference will cover: definitions, 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, and unrelated business activity; fundraising receipts and disclosures; and the IRS Form 990.
Topic: Governance
Format: Audio Conference
Part of the "Back to Basics for CAA" Series
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CAA Bylaws
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
Federal Grant Law
The basics of federal grant law for Community Action Agency attorneys. Topics to be covered include: the power Congress has to authorize grants, the difference between a grant and a contract, the process for funding federal grants, rules governing federal grants and more.
Topic: Grant Law
Format: Audio Conference
Head Start: Prepare for the New Renewal System
The Office of Head Start recently issued final regulations outlining new procedures for renewal and recompetition of Head Start grants. Join CAPLAW for a 1½ hour webinar to learn about how the new “Designation Renewal System” will work, what criteria will trigger recompetition, and what your organization can do to prepare for the new system.
Presenter: Anita Lichtblau, Esq., CAPLAW; Presented on December 14, 2011
Topic: Head Start
Format: Webinar
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Head Start Reauthorization
Focus on changes likely to have the most immediate impact on Head Start grantees, including: new governance requirements – including governing body and policy council composition, responsibilities and information sharing; new eligibility and enrollment requirements; and new fiscal and administrative requirements.
Topic: Head Start
Format: Audio Conference
Employee Benefits Check-Up: Are You Ready for the Affordable Care Act?
Part of the Conquering Employment Law Conundrums Series
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
Level: Advanced
Format: Webinar
View Recording | View PowerPoint
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Complying with the New 403(b) Plan Rules
The ADA Amendments Act of 2008 took effect January 1st, 2009, heralding major changes in employer relations with disabled employees. Learn about the practical implications of the amendments, including answers to questions like: How will recent amendments transform the way in which employers look at “disability” under the Americans with Disabilities Act? How can employers manage performance and promote accountability notwithstanding the broader applicability of the Americans with Disabilities Act?
Topic: Human Resources
Format: Audio Conference
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Legal issues in Working with Volunteers
Volunteers provide valuable services and benefits to CAAs, but working with them can also raise a range of legal questions.
Topic: Human Resources
Format: Audio Conference
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Recent Changes to the Americans With Disabilities Act
The ADA Amendments Act of 2008 will took effect January 1st, 2009, heralding major changes in employer relations with disabled employees. Learn about the practical implications of the amendments.
Topic: Human Resources
Format: Audio Conference
Lobbying Legally & Effectively
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
The Exemplary CAA's Toolbox: New CAPLAW Resources for Success
Presented by Eleanor Evans, Esq., Allison Ma’luf, Esq., and Cara Loffredo, CAPLAW
Presented on November 13, 2012
How can I find the right attorney to work with our CAA? How can our organization adopt policies and procedures to make sure we meet compliance and ethical standards? How can we create an effective procurement policy? Where can I learn more about immigrant eligibility for public benefits? Join us for the free upcoming webinar The Exemplary CAAs’ Toolbox: New CAPLAW Resources for Success where we will walk through recently released CAPLAW training resources that will answer these questions and provide vital insight on building a well-governed and effective Community Action Agency.
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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.
View Recording | View PowerPoint | Immigrant Eligibility for Selected Federal Program Chart |
