national training conference

June 7-9, 2017 - Denver, CO, Denver Marriott City Center


Pre-Conference Workshops

Pre-Conference A. Governance: A Case Study: The Power of a Public CAA Tripartite Board
While the federal CSBG Act requires the tripartite board of a public CAA to “participate actively in the development, planning, implementation and evaluation” of Community Action programs, the reality of how to fulfill this role in an impactful way is not always clear. A public CAA tripartite board often perceives its ability to act on behalf of the public CAA as limited by the level of authority delegated to it by the local governing body. In this session, we will use a recently developed CAPLAW case study to explore how the tripartite board of a public CAA fulfills its responsibilities with respect to the CSBG Organizational Standards. We will help participants define and establish the role of their public CAA tripartite boards, learn how the board may effect change even when the board’s decision-making authority is limited, and identify areas of growth for their boards.

CPE Field of Study: Specialized Knowledge
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Allison Ma’luf, Esq., CAPLAW; Sharon Strauss, Montgomery County Community Action Agency; Leah Goldfine, LSGW, Montgomery County Community Action Agency

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Pre-Conference B. HR: OSHA: What CAAs Need to Know About Occupational Safety and Health
CAAs are generally covered by at least some OSHA rules and regulations. Coverage provisions can vary depending on the size, nature and operations of the organization. There have also been recent changes and new additions to employer obligations regarding OSHA compliance. In this session, in addition to reviewing the general duty clause and obligations specifically applicable to CAAs, we will discuss some new and more generally applicable regulations including recordkeeping, mandatory reporting requirements, OSHA’s new penalty structure, drug testing after an accident or injury which could lead to potential retaliation claims, and how to handle a workplace inspection when an OSHA compliance officer shows up at your door.

CPE Field of Study: Business Law
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenters: Kate Raabe, Esq., Fisher & Phillips LLP; Adam Brown, Esq., Fisher & Phillips LLP

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Pre-Conference C. Financial: Mind the GAAP: Focus on New Nonprofit Accounting Rules
For the first time in over 20 years, the Financial Accounting Standards Board (FASB) has issued major changes to the way nonprofit organizations present their financial statements. These revisions are intended to provide more relevant information about nonprofits’ resources – and changes in those resources – to donors, grantors, creditors, and other users of nonprofit financial statements. Attend this workshop to get up to speed on these changes, the timing of their implementation and how they are likely to impact your organization’s preparation and presentation of its financial statements. This session will also cover other recent changes to generally accepted accounting principles (GAAP) applicable to nonprofits, including revisions to FASB accounting standards for leases.

CPE Field of Study: Accounting
Level: Update
Advance Preparation: None
Prerequisites: Basic understanding of GAAP rules for nonprofit organizations
After participating in this workshop you will be able to:

Presenter: Keith Hundley, CPA, Carr, Riggs & Ingram

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Pre-Conference D. Sustainability: Using Data to Drive Change (But First You Have to be Willing to Change)
The rigorous and regular use of data to measure and improve outcomes over time is critical for an organization to be able to assess program impact and develop best practices. However, it can be challenging initially for organizations to see the value in obtaining data AND to have the capacity to do so. This session will uncover the challenges and opportunities to support evidence-based decision-making by exploring case studies of how to build capacity and to assess your organization’s readiness and willingness to be held accountable for improving outcomes.

CPE Field of Study: Specialized Knowledge
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenters: Bill Fulton, The Civic Canopy; Becky Hoffman, Adams County Youth Initiative

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Pre-Conference E. Program: Starting with ABCD: Asset Building and Community Development
Individual Development Accounts (IDAs) and other asset-building programs offer low-income individuals the opportunity to save money for specific goals, including education fees, small business expenses, or a car or home purchase, along with matched savings, peer support, and financial advising. Learn the basics of how IDAs work, how to fund them, partnerships with public and private institutions, and other types of asset-building programs. Two CAAs share their experience starting and operating such programs, as well as the lessons they have learned about the barriers that prevent individuals in their communities from full participation. We will also discuss compliance with IDA program rules and entering into contractual agreements with outside partners to run successful programs.

CPE Field of Study: Specialized Knowledge
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenters: Kathy DiNolfi, A New Leaf; Dawn Hommer, Community Action Agency of Southern New Mexico

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Pre-Conference F. Advanced Governance: Head Start and Community Action: Stronger Together
Head Start and Community Action have a 50+ year history. Yet, many CAAs with Head Start programs operate Head Start independently from their other programs, rather than viewing the organization as an integrated whole. During these critical times, it is important for everyone in the organization to work together for maximum efficiency, compliance, and impact. We will discuss governance responsibilities related to the Head Start program, including the relationship between the board and the Policy Council. In addition, we will explore practical ways to leverage the relationship between Head Start and Community Action and share established approaches for implementation. The strategies will promote sustainability across all programs.

CPE Field of Study: Specialized Knowledge
Level: Intermediate
Advance Preparation: None
Prerequisites: Basic understanding of the funding source requirements that govern the Head Start and Community Services Block Grant (CSBG) programs, in particular the governance requirements specific to each program
After participating in this workshop you will be able to:

Presenters: Dr. Bertha Proctor, Pace Community Action; Tai Blythe, Pace Community Action; Lori Williams, Pace Community Action

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Session 1 Workshops

1A. Governance: Building an Effective Board of Directors: Raising Funds and Thinking Strategically
Imagine what your nonprofit could accomplish if all your board members were 100% committed to the fundraising and strategic planning of the organization. Board members need guidance and strict roles and responsibilities to ensure that they are effective leaders of the organization, especially with respect to ensuring that the organization has the funds it needs to operate at its full potential. This workshop will focus on how to create an effective board culture, recruit community leaders for organizational needs rather than seat fillers, and develop a process for effective management of a board to ensure that everyone is actively involved.

CPE Field of Study: Business Management & Organization
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Dr. Leah Weiner, Nonprofit Learning Lab

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1B. HR: That Was Then, This Is Now: A Post-Election Labor and Employment Law Update
At both the state and federal level, labor and employment law has changed at an extraordinary pace in the past few years. At the time of the election last November, a number of additional changes were in the works. The election results have created a great deal of uncertainty with respect to the recent changes, the pending changes, and the intentions of the new administration. In this session, we will cover labor and employment law developments in the latter half of 2016, the status of changes pending as of the date of the election, and developments under the new administration. We also will discuss what employers should expect during the remainder of 2017 and beyond.

CPE Field of Study: Business Law
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Darin Mackender, Esq., Fisher & Phillips LLP

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1C. Financial: Procurement Primer
The Uniform Guidance made significant changes to the procurement rules for federal grantees, especially nonprofits. Attend this session for a refresher on the five general procurement standards and the five available methods of procurement under the Uniform Guidance. Get answers to procurement questions such as: When must your organization conduct a cost or price analysis and how should it do so? When and how must you negotiate profit as a separate element of price? When may a contract be awarded on a basis other than the lowest price? What types of procurement actions might be considered arbitrary and thus run afoul of the requirement for full and open competition? What steps must your organization take to assure that minority businesses, women’s businesses and labor area surplus firms are used when possible?

CPE Field of Study: Business Law
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Keith Hundley, CPA, Carr, Riggs & Ingram

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1D. Sustainability: Working with Volunteers: Legal and Practical Issues
Volunteers provide valuable services to CAAs, but can also raise a range of legal and practical issues such as: when and how to do criminal background checks on volunteers; whether wage and hour laws cover volunteers; how to get the most out of your volunteers while minimizing risks; and how to treat volunteer time under the Uniform Guidance rules. Attend this session to develop a better understanding of these and other legal and practical issues related to volunteers, learn how CAAs can protect themselves and their volunteers from liability, and get tips on the practical aspects of supporting your programs with assistance from volunteers.

CPE Field of Study: Specialized Knowledge
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenters: Christopher B. Logue, Esq., CAPLAW; Rodolfo Acosta-Pérez, Community Action Agency of Southern New Mexico

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1E. Program: Energy Programs Round-Up
Join us for a discussion of new initiatives and developments in two federal energy programs important to many CAAs—the Weatherization Assistance Program (WAP) and the Low Income Home Energy Assistance Program (LIHEAP). During this session, we will address the results of the federal Department of Energy’s (DOE’s) recently conducted survey, the American Customer Satisfaction Index, asking grantees and subgrantees to recommend how to better achieve WAP’s goal to provide comprehensive weatherization services to as many vulnerable families as possible. We will discuss steps that DOE and state WAP offices are taking to improve program management based on the study results as well as other WAP initiatives such as guidance on using WAP funding for solar photovoltaics and other renewable energy systems. We will also hear about new LIHEAP initiatives such as the recently launched performance management website. We will discuss current LIHEAP hot topics including what is considered a proper obligation of federal funds, categorical eligibility, and state assurance 16 activities which require states to use up to 5% of LIHEAP funds to provide energy services that encourage and enable households to reduce their home energy needs.

CPE Field of Study: Specialized Knowledge
Level: Update
Advance Preparation: None
Prerequisites: Understanding of WAP and LIHEAP rules and operations
After participating in this workshop you will be able to:

Presenters: Lauren Christopher, JD, Office of Community Services; Dave Rinebolt, JD, U.S. Dept. of Energy; Katrina Metzler, National Energy and Utility Affordability Coalition

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1F. Advanced HR: Workplace Investigations: Sex, Lies, and Videotapes
This review of workplace investigations through video vignettes puts you in the place of a Human Resource (HR) professional whose day just got very complicated. A routine disciplinary investigation suddenly turns into a challenging, high-risk sexual harassment investigation of a long-term, highly valued manager. You will see a video presentation of each step in the process, and then participate in an interactive discussion of what the HR professional should do next. Under the law, the employer’s response to the harassment complaint is a significant factor in determining potential liability. Effective HR action can help ensure a respectful work environment and appropriate corrective action, and can prevent years of expensive and damaging litigation. The presentation will help show how the HR professional can ensure legal compliance, eliminate/minimize litigation risk and, most importantly, solve the problem.

CPE Field of Study: Personnel/HR 
Level: Intermediate
Advance Preparation: None
Prerequisites: Working knowledge of an employer’s obligations under Title VII of the Civil Rights of 1964
After participating in this workshop you will be able to:

Presenter: Tillman Coffey, Esq., Fisher & Phillips LLP

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Session 2 Workshops

2A. Governance: Fine Tuning the Mechanics of Board Operations
A well-functioning board of directors is in the best position to oversee and direct the affairs of the organization. Attend this session to explore practical approaches for optimizing the mechanics of your board’s operations. Through scenarios and group discussions, we will address topics such as settings for meetings (in person, by teleconference or computer); developing meeting agendas; customizing meeting procedures and decorum; decision-making by voting or consent; recording and maintaining meeting minutes; delineating the role of officers; establishing board committees; obtaining directors and officers insurance; and determining which governance documents are useful and necessary.

CPE Field of Study: Business Management & Organization 
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Anita Lichtblau, Esq., Casner & Edwards, LLP

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2B. HR: Wage and Hour 101
Explore the fundamentals of the federal Fair Labor Standards Act (FLSA) and get answers to questions such as: Which employers and employees are covered by the FLSA? What are the FLSA’s basic requirements? How does the FLSA relate to state wage and hour laws? How do you calculate minimum wage and overtime pay? How do you compute hours worked, and when do you need to count rest and meal periods and time employees spend on call, waiting, or attending meetings and trainings? And, what records are employers required to keep under the FLSA?

CPE Field of Study: Business Law
Level: Basic
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

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

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2C. Financial: Recovering Costs under a Cost Allocation Plan
A guiding principle under the Uniform Guidance is that a federal funding source that benefits from a cost must bear its fair share of paying for that cost. Multiple options exist under the Uniform Guidance for recovering allowable costs from a variety of federal funding sources. In this session, we will focus on the use of cost allocation plans to recover what are often referred to as “joint” or “shared” costs. We will first discuss the general principles of cost allocation established by the Uniform Guidance and the different options available for recovering costs. We will then explore the elements of cost allocation plans for both nonprofit and governmental organizations, common allowable cost allocation methods, and issues organizations sometimes face when using the cost allocation plan option.

CPE Field of Study: Finance
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenters: Adam Pyzdrowski, CPA, CliftonLarsonAllen LLP and Allison Slife, CPA CliftonLarsonAllen LLP

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2D. Sustainability: Mergers as a Strategy for Success
Mergers are often viewed as a last resort for struggling nonprofit organizations, a reaction to financial distress or a 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 workshop will explore how a group of CAAs came together to strategize how they could use mergers and shared services as tools for furthering their impact, and discuss how two of the CAAs ultimately pursued a merger. We will discuss the merger planning process and legal structuring, due diligence, Head Start competition issues, organizational culture, the post-merger integration process, and the advantages and disadvantages of merging as opposed to entering into a shared services arrangement.

CPE Field of Study: Specialized Knowledge
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenters: Harlan Tardy, United Community Action Partnership; Veronica Zhang, Esq., CAPLAW

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2E. Program: Head Start Update
This workshop will feature a lively panel discussion on current policy issues impacting your organization’s Head Start program. Topics will include: priorities and initiatives of the Office of Head Start; changes to Head Start monitoring; the experience of OHS and grantees to date in implementing of the new Head Start Performance Standards; challenges some grantees have faced in complying with other grant requirements; and a Head Start legislative update.

CPE Field of Study: Specialized Knowledge 
Level: Update
Advance Preparation: None
Prerequisites: Familiarity with Head Start requirements and operations
After participating in this workshop you will be able to:

Presenters: Ann Linehan, Federal Office of Head Start; R. Brian Tipton, Esq., The Private Client Group; Yasmina Vinci, National Head Start Association

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2F. Advanced Governance: Financial Analysis: Use Your Data Effectively
Learn how to use your financial data to be proactive rather than reactive! In this session, we move beyond the review of financial statements to a discussion of tools a board of directors can use to engage in an in-depth analysis of the financial facts presented by such statements. We will explore ways in which board members can use key metrics to analyze trends in programs as well as assess the current and future financial health of their organizations. Using examples and exercises, we will identify and discuss a number of meaningful financial ratios that an organization may use to monitor its financial performance and position. We will explain the importance of continually monitoring ratios and making proper comparisons to similarly situated organizations.

CPE Field of Study: Finance 
Level: Intermediate
Advance Preparation: None
Prerequisites: Ability to review and understand nonprofit financial statements
After participating in this workshop you will be able to:

Presenter: Denes Tobie, CPA, Wipfli LLP

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Session 3 Workshops

3A. Governance: Empower Your Team to Produce Results
Everyone knows it is important for your organization to set goals. But do you know how to lead your organization through accomplishing those goals? Discover what leaders can do before and after goal setting to learn from the past, adjust behaviors and approaches, encourage teamwork, and create a fun and inspiring accountability system that works.

CPE Field of Study: Specialized Knowledge
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Robin Doss, DossPerformance; Aaron Cohen, 3PG Consulting

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3B. HR: Staffing Options in Belt-Tightening Times
With possible budget cuts on the horizon, it is important for CAAs to know their options and be prepared to address potential reductions in staff and changes to their employment structure. In this workshop, we will analyze the different options available to employers such as layoffs, reductions in pay, schedule changes, and furloughs. We will discuss the benefits and risks of each option and ways to minimize the risks and the potential for lawsuits. We will also address the impact of the federal WARN Act and how to avoid discrimination claims. Our discussions will touch on ways to retain essential talent, support those employees who are in transition, and effectively communicate staff changes with employees.

CPE Field of Study: Business Law
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Anita Lichtblau, Esq., Casner & Edwards LLP

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3C. Financial: Preserving Your Tax-Exempt Status: 501(c)(3) Compliance and Tax Tips
This workshop will address common Form 990 challenges faced by 501(c)(3) tax-exempt organizations including the reporting of fundraising expenses, executive compensation, and political and lobbying activity as well as presenting and explaining the Form 990 to the organization’s board of directors. We will also discuss recent, notable revisions to the Form 990 and provide an update on federal tax requirements for 501(c)(3) organizations. We will explore other tax compliance matters affecting 501(c)(3)s such as employee vs. independent contractor classification from a tax perspective and unrelated business income as it relates to developing a new program and participating in earned income ventures.

CPE Field of Study: Taxes
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Adam Pyzdrowski, CPA, CliftonLarsonAllen LLP

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3D. Sustainability: Doing Good With More: A Model for Social Enterprise
Nonprofit organizations seeking to reduce their dependence on government grants and private charitable fundraising have long looked to social enterprise ventures as a way to diversify their revenue sources. For nonprofit CAAs, venturing into the social enterprise space can feel like entering a brave, new world. This workshop will build on a recently developed CAPLAW case study about Pace Community Action Agency in Vincennes, Indiana, and its experiences and challenges developing businesses that both align with its mission as well as foster innovation within its workforce. We will also discuss developing businesses based on a CAA’s core strengths and mission, structuring social enterprises for flexibility to grow while protecting programs from liability, unrelated business income tax issues, and potential conflicts of interests between the CAA and its related for-profit entities.

CPE Field of Study: Specialized Knowledge
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenters: Dr. Bertha Proctor, Pace Community Action Agency; Veronica Zhang, Esq., CAPLAW

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3E. Program: CSBG Hot Topics
Join us for a panel discussion of current Community Services Block Grant (CSBG) hot topics. Panelists will discuss: priorities of the federal Office of Community Services (OCS); the elements and significance of the National Community Action Theory of Change; an update on implementation of the CSBG Performance Management Framework (CSBG Organizational Standards, federal and state accountability measures, ROMA Next Generation and the new CSBG Annual Report); and CSBG network training and technical assistance (T/TA) initiatives.

CPE Field of Study: Specialized Knowledge 
Level: Update
Advance Preparation: None
Prerequisites: Familiarity with CSBG program requirements and administration
After participating in this workshop you will be able to:

Presenters: Denise Harlow, Community Action Partnership; William Bolduc, MS, LCSW, BCD, U.S. Department of Health and Human Services; Jackie Orr, NASCSP

Moderator: Eleanor Evans, Esq., CAPLAW

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3F. Advanced Financial: Conquering Complex Cost Allowability Issues
Don’t wait for a monitoring finding or deficiency to realize you are tangled up in a cost allowability mishap! Accountability and scrutiny are at an all-time high and responses like “this is how we’ve always done it” and “we’ve never received a monitoring finding before” are not likely to save the day. In this session, we will focus on allowability issues associated with trickier items of cost such as facilities, interest, incentive compensation, employee benefits, and rent. With the help of examples, we will discuss actions organizations can take to maintain compliance.

CPE Field of Study: Finance 
Level: Intermediate
Advance Preparation: None
Prerequisites: Working knowledge of the Uniform Guidance, in particular the federal cost principles
After participating in this workshop you will be able to:

Presenter: Denes Tobie, CPA, Wipfli LLP

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Session 4 Workshops

4A. Governance: Passing the Baton: Planning for Leadership Change
Change is inevitable, but planning for it isn’t. When an organization experiences a leadership transition, especially an unexpected one, having a succession plan on hand is crucial to a smooth transition. This session will help your organization assess its current succession plan against a model process, identify concrete next steps to ensure your organization is ready for its next leadership transition, and ensure that transition planning collaboratively addresses the challenges that come with leadership change.

CPE Field of Study: Specialized Knowledge
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Dr. Jarle Crocker, Community Action Partnership

Handouts Coming Soon

 

4B. HR: Keeping Employees Safe: Minimizing Workplace Violence
The federal Occupational Safety and Health Administration states that nearly 2 million American workers report having been victims of workplace violence each year. Many episodes go unreported. According to the Bureau of Labor Statistics Census of Fatal Occupational Injuries, of the 4,679 fatal workplace injuries that occurred in the United States in 2014, 403 were workplace homicides. The cost of workplace violence is estimated in the billions each year, including poor morale and legal fees and awards. This session will cover preventative measures intended to minimize the risk of bullying, harassment, assaults, and other forms of workplace violence. You will also learn the theories of legal liability used against employers and what to include in workplace violence and firearms policies and training.

CPE Field of Study: Personnel/HR
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Susan Schaecher, Esq., Fisher & Phillips LLP

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4C. Financial: Understanding the Full Costs of Providing Your Services
Discover new budget approaches to identify what it really costs your organization to provide each of its services. In this session we will explore research findings on the most effective ways to talk about the real costs of your services with donors, foundations, and governmental funders. We will break through the tangled language of “indirect, administrative, and overhead costs” to choose the budget format that gives you the clearest picture of your financial choices in an ever changing funding environment.

CPE Field of Study: Finance
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Kay Sohl, PA, Kay Sohl Consulting

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4D. Sustainability: A Way to Develop a Diversified Fundraising Plan
Learn the basics of developing a fundraising plan that seeks a variety of funds from multiple sources. In this session, we will follow a quick and easy case study with a hypothetical nonprofit organization to explore how your organization may develop a plan that best meets its sustainability needs. You will also receive a blank template you can use to set up a diversified fundraising plan for your organization.

CPE Field of Study: Specialized Knowledge
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Janine Vanderburg, Joining Vision and Action, Inc.

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4E. Program: Spotlight on CSBG Annual Reporting and Data Collection
The new CSBG Annual Report marks the largest overhaul of CSBG data collection and reporting since the first comprehensive CSBG Information Survey (CSBG-IS) was developed in 1983. In this session, join presenters from the federal Office of Community Services (OCS) and the National Association for State Community Services Programs (NASCSP) as they: review the most significant changes from the CSBG-IS reporting system to the new CSBG Annual Report; describe steps to be taken by OCS, states and CAAs in the transition to the new reporting format; and examine future challenges and opportunities in CSBG data collection, analysis and use throughout the ROMA cycle.

CPE Field of Study: Specialized Knowledge
Level: Update
Advance Preparation: None
Prerequisites: Familiarity with CSBG annual reporting and data collection
After participating in this workshop you will be able to:

Presenters: William Bolduc, MS, LCSW, BCD, U.S. Department of Health and Human Services; Jackie Orr, NASCSP; Katy Kujawski, NASCSP

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4F. Advanced HR: Tackling Tricky Wage and Hour Topics
Test your wage and hour prowess by working through several scenarios that address some of the trickier federal Fair Labor Standards Act (FLSA) issues. This practical look at the FLSA will aid your organization 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; properly differentiating between employees and independent contractors; accurately classifying exempt employees, in particular administrative staff and Head Start teachers; determining training and travel time for non-exempt employees without running afoul of FLSA requirements; and complying with the salary basis requirement by avoiding impermissible deductions that can jeopardize an employee’s exempt status.

CPE Field of Study: Business Law
Level: Intermediate
Advance Preparation: None
Prerequisites: Basic understanding of FLSA requirements
After participating in this workshop you will be able to:

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

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Session 5 Workshops

5A. Governance: The Nonprofit Board as a Strategic Asset
What if your organization’s board was an unstoppable force for the organization's mission? In this workshop, you will learn tips, techniques, and wisdom from the trenches to help elevate your organization’s board into a strategic asset. Participants will be introduced to a powerful meeting format that puts strategy at the heart of board conversations, as well as a performance template that defines board performance in nine key areas.

CPE Field of Study: Specialized Knowledge
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Kimberley Sherwood, Third Sector Group

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5B. HR: Keeping Your Organization’s Retirement Plan in Shape
A retirement plan is a key component of your organization’s employee benefits package. Yet complying with retirement plan rules can be tricky and compliance failures can be costly. Join us for this session to learn about key requirements for 403(b) and 401(k) plans, differences between the two types of plans, common retirement plan compliance mistakes, and steps your organization can take to correct them.

CPE Field of Study: Business Law
Level: Overview
Advance Preparation: None
Prerequisites: Basic familiarity with retirement plan operations
After participating in this workshop you will be able to:

Presenter: Renée W. O'Rourke, Esq., Greenberg Traurig

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5C. Financial: Budgeting in Uncertain Times
Multi-program, multi-funding source budgeting has never been easy. But for many organizations, budgeting has become much more difficult as federal, state, and local government funding realities twist and turn in ever more unpredictable winds of change. Learn practical strategies to cope with what you know and what you don’t know in a budget format that can roll with the punches, making it as easy as possible to update your master plan as the individual funding pieces come into focus.

CPE Field of Study: Finance
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Kay Sohl, PA, Kay Sohl Consulting

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5D. Sustainability: Show Me the (Unrestricted) Money: 7 Steps to Developing a Social Enterprise Business Plan
In the current political environment, it’s more important than ever to diversify your organization’s funding sources. One way to do that is to think outside the box and develop a business plan for unrestricted revenue through a social enterprise (a.k.a. an earned income venture) that leverages your organization’s assets…what you do, what you have and what you know. This isn’t just a trend – social enterprise has been around for years, and nonprofits across the country have learned to diversify their funding by creating viable business plans for unrestricted revenue. This hands-on workshop – based on the popular “Nonprofit Guide to Social Enterprise: Show Me the (Unrestricted) Money” – will show you the seven steps required to develop a social enterprise business plan.

CPE Field of Study: Specialized Knowledge
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: Jean Block, Jean Block Consulting and Social Enterprise Ventures

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5E. Program: Highlights of the Head Start Performance Standards
The new Head Start Performance Standards represent the most complete revision and reorganization of the Head Start Program Performance Standards since the program began in 1965. While some changes merely streamline and simplify prior standards, other changes more dramatically impact how grantees manage and operate their Early Head Start and Head Start programs. Join us as we examine the following key sections of the new Performance Standards: program governance, background checks, staff qualifications, staff training and coaching, program structure, suspension and expulsion, and privacy of child records.

CPE Field of Study: Specialized Knowledge
Level: Overview
Advance Preparation: None
Prerequisites: None
After participating in this workshop you will be able to:

Presenter: R. Brian Tipton, Esq., The Private Client Group

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5F. Advanced Program: Issues Affecting Access to Benefits for Immigrant Families
CAAs, Head Start programs, and other organizations providing services to low-income people need to understand the effect of immigration status on their clients’ eligibility for government-funded benefits and services, in order to ensure that eligible immigrants and their family members are able to avail themselves of the assistance the organizations provide. Join us for an interactive session about common issues that affect access to government-funded benefits and services for immigrants, such as concerns about “public charge,” confidentiality, verification of eligibility, sponsor-related barriers, and language access. The workshop will also discuss any recent developments and proposed rules affecting immigrants’ eligibility for and access to public benefits.

CPE Field of Study: Specialized Knowledge
Level: Intermediate
Advance Preparation: None
Prerequisites: Basic understanding of the immigrant eligibility requirements for the government-funded benefits and services offered by your organization
After participating in this workshop you will be able to:

Presenter: Tanya Broder, Esq., National Immigration Law Center

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General Sessions

National Partners Dialogue - Thursday, June 8, 2017

NASCSP Update

Effective Messaging

NCAF Community Action Advocacy & Messaging Toolkit


Strategies for Effective Advocacy in Uncertain Times - Friday, June 9, 2017

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