SESSION  SUMMARIES

Pre-Conference, Opening Session and Evening Sessions

Session Name: Pre-Conference Session for Executives

Session Full – please call us at 888-876-4992 to be placed on a waiting list.
Level: Intermediate
Prerequisite: NPO Management Experience
CPE Credits: 3 - Field of Study: Specialized Knowledge and Applications
Time: Monday July 7, 2:30 pm to 5:00 pm
Session Leader: Steve Lipton

Back by popular demand – the Pre-Conference Session for Executives! This special pre-conference session for organization leaders is facilitated by Wipfli experts allowing you to share and discuss solutions with your peers.  Building upon the success of last year’s event and your feedback, we will again create an environment for Executive Directors, Finance Directors, Human Resources Directors and Board Officers to interact with each other while leveraging the specialized knowledge of our Wipfli experts in the areas of People, Process, Technology and Finance.  This year, our discussion will revolve around a theme:  Tools and techniques your organization is using to manage change.

Using a pre-conference survey you complete and our experts to kick off discussion, we will create opportunities for you to share your best practices with each other for managing the change that is occurring in the four key components of your organization – people, process, technology and finances.  Wipfli’s experts will again be on hand to help brainstorm some practical take-a-ways you can leverage back at the office.

Join us during this exclusive opportunity to network with your peers from across the nation! This pre-conference session is limited to 100 executives, for an additional $50 per person registration fee, so register now!  (Register early, last year’s session sold out quickly.)

Session Name: Opening Session - What You Need to Know!
Level: Overview
Prerequisite: None
CPE Credits: 3 - Field of Study: Specialized Knowledge and Applications
Time: Tuesday, July 8, 9:30 pm to Noon
Session Leader: Howard Gesbeck, Steve Lipton, Gerry Zack

Join all your peers for this exciting session in which you will hear Wipfli’s perspective on management issues important to the ongoing success of your organization.  Kicking off the 9th Annual Grant-Funded Programs Management Conference, Howard Gesbeck will share information on what's new and changed in grant-funded programs. He will review the relationship of the Federal laws, regulations, OMB circulars, and other kinds of information. He'll discuss which takes precedence over another, changes that have occurred in the basic Federal regulations applicable to Federal grant programs in the last couple of years, and how to keep at peace with those important funding sources.

In addition, Gerry Zack, a nationally recognized expert on fraud related issues, will speak on common fraud issues that are plaguing organizations today.  He will discuss what to look for, and how the prevention of fraud is an important best practice for all agencies.

Finally, Steve Lipton will provide an overview of the new and exciting changes with Wipfli’s Grant-Funded Program practice area.  Steve will also provide an overview of the things you need to know to maximize your benefit of attending the Grant-Funded Programs Management Conference.

Session Name: Grant-Funded Programs Subscriber User Group- NEW!
Level: Overview
Prerequisite: Be A Grant-Funded Programs Internet Subscription Member
CPE Credits: Not Applicable
Time: Monday, July 7, 5:15 pm to 7:15 pm
Session Leader: Tammy Jelinek

The Grant-Funded Programs Internet Service has been helping organization leaders for over a decade.  Whether you have been a subscriber that whole time, or you just joined, this NEW evening session is a must attend.

The website was just refreshed from the ground up.  Our subscribers wanted more, and we delivered by:

• Adding more to the extensive Regulatory Library
• Enhancing the site search capabilities
• Offering additional areas of expertise to ask questions
• Continuing to add more benefits to the site all the time

Join us during this evening to learn how to navigate through the new site, test drive the site search, explore the regulatory library, and more.  We will even take an opportunity to gather your feedback for website enhancements of the future.

Session Name: Sage Abra User Group - Gain, Find, Participate
Level: Overview
Prerequisite: Sage Abra Knowledge Recommended
CPE Credits: 2 - Field of Study: Specialized Knowledge and Applications
Time: Monday, July 7, 5:15 pm to 7:15 pm
Session Leaders:Deana Dearry

Join this interactive Sage Abra Users Group to Gain, Find, Participate:

• Gain new ideas for utilizing Sage Abra to Track and Report Staff and Program Information
• Find out about new Features and Products
• Participate in facilitated Question & Answer session with Sage Abra GFP Experts (Your Peers!)

Everyone from brand-new Sage Abra to long-time Sage Abra Usera are welcome to participate in this updated session.

*To help us build the the curriculum, please email your questions in advance of the conference to gfpinfo@wipfli.com, subject line: ABRAQA.

Session Name: Sage MIP Fund Accounting User Group
Level: Overview
Prerequisite: Sage MIP Knowledge Recommended
CPE Credits: 2 - Field of Study: Specialized Knowledge and Applications
Time: Monday, July 7, 5:15 pm to 7:15 pm
Session Leader: Maile Pa`alani, John Copeland

Confused by the release of two new versions of Sage MIP? 
Wondering if you know all the hidden gems of the new releases? 

Join our user group where our main focus is you, and helping you get the most out of your system.  Learn to use the "accountants best friends" introduced in version 9.0, review the new efiling options for payroll with Sage MIP, make your screens more "colorful" through the new color settings, learn about the dashboard and being able to monitor your organziation with just one glance.

Register early - we are surveying you, our Sage MIP participants, to customize a portion of our presentation to your specific needs. And don't forget to submit your questions* in advance to Wipfli's Mipsters (or is it MIPStars), and we will try to solve your most vexing issues.

*Email your questions in advance of the conference to gfpinfo@wipfli.com, subject line: MIPQA

Session Name: What Wipfli Can Do for You!
Level: Overview (Sales-Oriented)
Prerequisite: None
CPE Credits: Not Applicable
Time: Tuesday, July 8, 5:15 pm to 7:15 pm
Session Leaders: Tammy Jelinek, Jamie Plueddeman

Helping you help you those you serve is always our goal.  We are firm believers that in order to meet your mission all systems in your organization must be working together.  You know that People, Processes, Technology, and Finances must be in alignment for a successful outcome.

Wipfli delivers solutions.  But more importantly, we deliver a trusting relationship that lasts long after the training, consulting, implementation or service is completed.  Our goal is to always implement best practices within an organization to meet your unique needs.

During this interactive, sales-oriented session, you will have an opportunity to share with us your needs and/or requests for the future.  You can ask questions, and we will review the numerous solutions Wipfli has to offer.

Declare freedom from doing it all alone – partner with Wipfli because “We are all in it together”.

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Early Head Start/Head Start Sessions

Session Name: An Auditor's Look At Head Start Compliance
Level: Intermediate
Prerequisite: Head Start Compliance and Management Background
CPE Credits: 4 - Field of Study: Specialized Knowledge and Applications
Time: Thursday, July 10, 1:30 pm to 5:00 pm
Session Leader: John Hemming, Stephanie Cavadeas

Have you ever wondered what exactly an auditor is looking at when they test your Head Start program for compliance?   Well wonder no more! Head Start directors and staff, as well as fiscal directors and staff, are invited to this updated session to learn how an auditor reviews your Head start program for compliance. 

We will focus and discuss:

• Required compliance audit steps
• Understanding, and the documentation of, internal controls for the Head Start program
• Overview and application of the Head Start compliance supplement
• Head Start financial reporting

You won’t be an auditor when you leave this session, but you will know what they are looking for the next time they come to your organization.

Session Name: Head Start 2008 OHS Fiscal Management Monitoring Protocol
Level: Intermediate
Prerequisite: Head Start Background
CPE Credits: 4 - Field of Study: Specialized Knowledge and Applications
Time: Wednesday, July 9, 8:30 am to Noon
Session Leader: Howard Gesbeck

The FY 2008 Office of Head Start Monitoring Protocol (formerly know as the Program Review Instrument for Systems Management - PRISM) was released on September 24, 2007. For 2008, the wording of many questions has been revised and many new questions have been added to the prompts. Attend this webinar to ensure your organization is in compliance and ready for review!

The Fiscal Management section is broken down into the following six subsections; Organizational Capacity, Use of Head Start Grant Funds, Grant Property, Compensation, Financial Reporting, and Internal Controls.

There are 38 main compliance questions relating to fiscal management. Each main question has 'prompts' that tell the reviewerswhat to look for and includes items to be discussed with the fiscal officer, fiscal staff, other staff and board members.

In this updated session, we will:

• Review all of the questions in the Monitoring Protocol-Fiscal Management section
• Discuss the types of documentation needed to show compliance with the Head Start program regulations
• Explain how the checklist can be used internally by each Head Start program to improve fiscal operations

Join this session because every Early Head Start/Head Start program is required to maintain sound financial management, whether or not they are scheduled for a monitoring review in 2008. This fiscal management checklist is an important tool that all programs can use to identify underlying problems and fiscal areas that need to be improved.

Note: The 2008 OHS Monitoring Protocol - Fiscal is not affected by the Improving Head Start for School Readiness Act of 2007.

Session Name: Head Start 2008 OHS Program Design & Management Monitoring Protocol
Level: Intermediate
Prerequisite: Head Start Management Background
CPE Credits: 4 - Field of Study: Specialized Knowledge and Applications
Time: Wednesday, July 9, 1:30 pm to 5:00 pm
Session Leader:Howard Gesbeck

The FY 2008 Office of Head Start Monitoring Protocol ( formerly know as the Program Review Instrument for Systems Management - PRISM) was released on September 24, 2007.  Attend this session to ensure your organization is in compliance and ready for a review! For 2008, the wording of many questions has been revised or combined, and many new questions have been added to the prompts. 

The Program Design and Management (PDM) section is broken down into the following ten subsections; Program Governance, Internal Controls, Share Decision-Making, Self-Assessment, Ongoing Monitoring, Eligibility, Enrollment and Attendance, Planing, Communications, Record-Keeping and Recording, and Human Resouces.

There are seven new main compliance questions (and a total of 50 main questions) in the PDM section.  Each main question has 'prompts' that tell the reviewers what to look for and includes items to be discussed with the fiscal officer, fiscal staff, other staff and board members. 

In this updated session, we will review:

• All of the questions in the Monitoring Protocol-Program Design and Management section
• Discuss the types of documentation needed to show compliance with the Head Start program regulations
• Explain how the checklist can be used internally by each Head Start program to improve fiscal operations

Join this session because every Early Head Start/Head Start program is required to maintain sound management systems, whether or not they are scheduled for a monitoring review in 2008.  This PDM checklist is an important tool that all programs can use to identify underlying problems and management areas that need to be improved.

Note: The 2008 OHS Monitoring Protocol - PDM is not affected by the Improving Head Start for School Readiness Act of 2007.

Session Name: Head Start Eligibility
Level: Basic
Prerequisite: None
CPE Credits: 4 - Field of Study: Specialized Knowledge and Applications
Time: Friday, July 11, 8:30 am to Noon
Session Leader: Howard Gesbeck

One of the most important issues today for every Head Start program is to be fully enrolled — all children must meet Head Start eligibility requirements. If a program is under-enrolled or over-enrolled, this could result in a finding of non-compliance or even a deficiency. If a program has enrolled too many over-income children, then the cost of serving the excess over-income children can be disallowed. It is important that all staff in a Head Start program understand these and all other Head Start eligibility requirements.

In this session, we will focus on the current Head Start income eligibility requirements. We will discuss the two different definitions of family and when to use them, the different ways to determine a low-income family, the two programs that qualify as "public assistance,” what is and is not income, the period of time to consider, and more! In addition, we will discuss the Office of Head Start Policy Clarifications relating to income eligibility.

Finally, we will discuss the provisions in the recently signed Improving Head Start for School Readiness Act of 2007 income eligibility including:

• Homeless children
• Families with income between 100% and 130% of the poverty guidelines
• Military pay that can be excluded
• Enrollment reporting
• And more

Session Name: Head Start Governance (Governing Body and Policy Council) - Part 1
Level: Basic
Prerequisite: None
CPE Credits: 4 - Field of Study: Specialized Knowledge and Applications
Time: Thursday, July 10, 8:30 am to Noon
Session Leader: Howard Gesbeck

This session is Part 1 of 2 and the discussion will continue in Head Start Governance (Governing Body and Policy Council) - Part 2. Sign up for Head Start Governance (Governing Body and Policy Council) - Part 2 in the afternoon.

Organizations that operate /Head Start programs have a very unique governance structure that shares decision-making between the Governing Board and Policy Council. The success of every Head Start program depends on these two groups properly working together.  This is why, in this new 2-part session, we will share with you the current (since 1998) Head Start Governance and the many important new provisions in the Improving Head Start for School Readiness Act of 2007 (signed by the President on December 12, 2007) relating to Head Start Governance.

Head Start staff must communicate with, provide training to, and assist both the Governing Board and Policy Council.  This unique structure has been a part of Head Start since 1970, and the current requirements have been in place since January 1, 1998.  There are provisions in the Head Start Reauthorization that will make numerous changes to the current governance structure and to the responsibilities of both the Governing Board and Head Start Policy Council.

Join us to discuss the current Head Start governance, and the new provisions including the:

• Composition of a Governing Board and Policy Council
• Powers, functions, and roles for the Governing Board, Policy Council, and staff
• New requirements for reporting to the Governing Board and Policy Council
• Actions that Head Start grantees and delegate agencies should take to transition each agency to the requirements of the new law

(Note:  This two-part session will go into detail on all areas of Head Start Governance. We will briefly overview all of the requirements of the Improving Head Start for School Readiness Act of 2007, in a separate session.  )

This session is Part 1 of 2 and the discussion will continue in Head Start Governance (Governing Body and Policy Council) - Part 2. Sign up for Head Start Governance (Governing Body and Policy Council) - Part 2 in the afternoon.

Session Name: Head Start Governance (Governing Body and Policy Council) - Part 2
Level: Basic
Prerequisite: None
CPE Credits: 4 - Field of Study: Specialized Knowledge and Applications
Time: Thursday, July 10, 1:30 pm to 5:00 pm
Session Leader: Howard Gesbeck

This session is Part 2 of 2 and is a continuation of the discussion from Head Start Governance (Governing Body and Policy Council) - Part 1. Sign up for Head Start Governance (Governing Body and Policy Council) - Part 1 in the morning.

Organizations that operate Head Start programs have a very unique governance structure that shares decision-making between the Governing Board and Policy Council. The success of every Head Start program depends on these two groups properly working together.  This is why, in this new 2-part session, we will share with you the current (since 1998) Head Start Governance and the many important new provisions in the Improving Head Start for School Readiness Act of 2007 (signed by the President on December 12, 2007) relating to Head Start Governance.

Head Start staff must communicate with, provide training to, and assist both the Governing Board and Policy Council.  This unique structure has been a part of Head Start since 1970, and the current requirements have been in place since January 1, 1998.  There are provisions in the Head Start Reauthorization that will make numerous changes to the current governance structure and to the responsibilities of both the Governing Board and Head Start Policy Council.

Join us to discuss the current Head Start governance, and the new provisions including the:

• Composition of a Governing Board and Policy Council
• Powers, functions, and roles for the Governing Board, Policy Council, and staff
• New requirements for reporting to the Governing Board and Policy Council
• Actions that Head Start grantees and delegate agencies should take to transition each agency to the requirements of the new law

(Note:  This two-part session will go into detail on all areas of Head Start Governance. We will briefly overview all of the requirements of the Improving Head Start for School Readiness Act of 2007, in a separate session.  )

This session is Part 2 of 2 and is a continuation of the discussion from Head Start Governance (Governing Body and Policy Council) - Part 1. Sign up for Head Start Governance (Governing Body and Policy Council) - Part 1 in the morning.

Session Name: Head Start In-Kind
Level: Basic
Prerequisite: None
CPE Credits: 4 - Field of Study: Specialized Knowledge and Applications
Time: Thursday, July 10,1:30 pm to 5:00 pm
Session Leader: Tammy Jelinek

Are you finding in-kind harder to generate?  Is answering the question, "is this in-kind?" your responsibility?  Does generating in-kind fall on your shoulders? If you answered yes to any of these questions, please join us in this updated session.

We will discuss the tools, techniques, and regulations of generating, calculating, and documenting in-kind.  Make generating in-kind everyone's responsibility in your program. This session will focus on:

• What regulations and guidelines govern non-Federal in-kind
• How to decide if a contribution is allowable non-Federal in-kind
• Where the most amount of non-Federal match is missed
• Documenting all in-kind

Session Name: Human Resources and the New Head Start Act - NEW!
Level: Basic
Prerequisite: Head Start Program/HR Management Background
CPE Credits: 4 - Field of Study: Specialized Knowledge and Applications ----- Personnel/HR
Time: Wednesday, July 9, 8:30 am to Noon
Session Leader: Tammy Jelinek

The Improving Head Start for School Readiness Act of 2007 made significant changes to the Human Resource responsibilities in a Head Start program.  Join this new session to discuss proactive actions you can implement now to begin adopting these changes. 

Together we will talk about:

• Adjusting personnel policies in regards to hiring, evaluation, termination and compensation of employees
• Governing body and policy council involvement in personnel policies and procedures regarding hiring, evaluation, compensation, and termination
• Staff qualifications and development including teaching degree requirements and timelines, and having professional development plans for all fulltime employees who provide direct services to children
• Ramificaton of the Fair Labor Standards Act (FLSA) and degree requirements

We look forward to assisting you in understanding these new requirements and timelines, and helping you prepare for their impact.

Session Name: Review of Head Start Reauthorization - NEW!
Level: Intermediate
Prerequisite: Head Start Background
CPE Credits: 4 - Field of Study: Specialized Knowledge and Applications
Time: Tuesday, July 8, 1:30 p.m. to 5:00 p.m.
Session Leader: Howard Gesbeck

The Improving Head Start Readiness Act of 2007 was signed by the President on December 12, 2007. We have been waiting for this reauthorization since 2003. It is the biggest change to EHS/HS since the program was created over 40 years ago. There have been numerous changes to Head Start over the years, but never as many as this.

As leaders of EHS/HS, you will need to deal with changes in almost every area of your programs, including:

• Governing Board (membership, conflicts of interest, responsibilities)
• Policy Council (similar to the past with specific requirements)
• Fiscal Management (accountability, transparency, new reporting, compensation limit, auditing)
• Human Resources (staff qualifications and degrees, personnel polices, professional development)
• Eligibility and Enrollment (new definitions, new monthly reporting, potential loss of funds)
• Designation of EHS/HS agencies (5 year grants, recompetition, deficiencies)
• Transportation (waivers, impact on non-federal share)

This session will be focusing on changes in the Act regarding the areas mentioned. In addition, there will be a discussion of actions that each agency can implement immediately to be in compliance with this new law.

Wipfli GFP staff have combined the 2007 revisions with the 1998 act by striking out the deletions and bolding the new words and provisions. The complete version of the HS Act will be available for downloading after the conference at www.gfpinvegas.com, along with a comprehensive outline of the revisions.

On the same day the act was signed by the President, we presented a Webinar covering the Head Start Reauthorization Act. After the Webinars, we sent out a survey to each participating agency, and every agency that responded said that the webinar would help them do their job and that they would recommend it to others. We received many comments like:

• "Thank you for going through the reauthorization in detail and sharing this valuable information with all of us!"
• "I especially appreciated the action items."

However, our favorite comment was:

• "Loved It, Loved It, Loved It! Howard has a gift for cracking open your head and pouring in an amazing amount of info."
  

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Financial/Accounting Sessions

Session Name: Analyzing Your Financial Data
Level: Intermediate
Prerequisite: NPO Fiscal Background
CPE Credits: 4 - Field of Study: Accounting
Time: Tuesday, July 8, 1:30 pm to 5:00 pm
Session Leader: Denes Tobie

This updated session will discuss various ways to analyze the data that you currently have, but may not be using effectively. We will discuss ways to assist you when trying to relate financial information to non-financially savvy individuals.

We will cover:

• Providing effective financial analysis throughout the year 
• Creating and using trend analysis
• 2 CFR Part 215 (OMB Circular A-110) required financial management analysis
• Budget preparation and use
• Board reports
• Analytical procedures and how they can help you
• What your financial statements and 990 can tell you

A variety of financial analyses will be addressed to assist you in using the information you currently have to enhance your organization’s financial reporting.

Session Name: Cash Management Best Practices – NEW!
Level: Intermediate
Prerequisite: Familiarity With Federal Administrative Regulations
CPE Credits: 4 - Field of Study: Management Advisory Services
Time: Wednesday, July 9, 1:30 pm to 5:00 pm
Session Leader: Janet Johnson

Cash flow is the life blood of every organization. Implementing best practices and effective internal controls to manage disbursement, and collect and process cash receipts will help you have necessary resources available as efficiently as possible. Please join us for this updated session to get ideas on process streamlining and improved internal controls that you can apply immediately.

We will discuss the many aspects of best practices in cash management including:

• Internal controls in cash collection and disbursement processes
• Cash handling procedures
• Efficient billing processes and grant draw-downs
• Management of accounts receivables and collections, including use of accounts receivable software
• Employee receivables and travel advances
• Accounting for grants income and receivables
• Bank reconciliation's
• Use of line of credit

Our focus will include effective include internal controls and we will give you many examples, and we will refer to the federal regulations that address cash management. We will make time for your questions. 

Session Name: Implementing SAS 104-111: The Risk Based Audit Standards – NEW!
Level: Basic
Prerequisite: NPO Fiscal Experience
CPE Credits: 4 - Field of Study: Auditing
Time: Wednesday, July 9, 1:30 pm to 5:00 pm
Session Leaders: Stephanie Cavadeas, Karl Eck

How you can assist your auditors in effective implementation to minimize audit fees and audit findings?  Attend this new session to find out, and to ensure your organization is applying the most effective internal controls in an ever changing environment of transparency and accountability. Help your organization gain an in-depth understanding of the new auditing standards related to risk assessment.  You will learn how implementation will affect your organization's internal controls, your audit preparation, and how the standards will improve the quality and effectiveness of audits. 

Topics to be discussed:

• Basic overview of SAS #104-111 - in a way you will understand.
• How soon these standards will effect your organization - should you adopt early?
• What the auditor's responsibilities are - how will your audit be different?
• What the auditee's responsibilities are - what you can do to prepare and save time and audit fees.
• Tools for implementation of SAS #104-111 - what will the auditor want from me.
• Effect on audit preparation, audit fees, planning and fieldwork time - new audits.

Session Name: IRS Tax Issues Update and Refresher
Level: Basic
Prerequisite: NPO Fiscal Experience
CPE Credits: 4 - Field of Study: Taxes
Time: Thursday, July 10, 8:30 am to Noon
Session Leader: Denes Tobie

Every year nonprofit organizations face more and more IRS regulations and compliance areas. This updated session will discuss many of the topics facing nonprofit organizations. We will discuss pertinent IRS issues in an easy to understand format and will cover various topics including:

• Pension Protection Act and its implications to nonprofits
• Required schedules of contributors
• For-profit entities
• Website taxation matters
• Filing requirements
• Common UBIT Matters

We’ll also cover many additional IRS issues and how they affect nonprofits.

Session Name: Look at Internal Controls Like An Auditor
Level: Intermediate
Prerequisite: NPO Fiscal Background
CPE Credits: 4 - Field of Study: Auditing
Time: Wednesday, July 9, 8:30 pm to Noon
Session Leader: John Hemming, Denes Tobie

This session will focus on how an auditor analyzes internal controls throughout the audit process. We will be specifically covering internal control best practices. This is not a session specifically about the new risk based standards but is an excellent session to attend in conjunction with the new risk based standard session. 

If you are a fiscal officer, program director or program staff, join us for this session to discuss the internal controls your organization must have regarding:

• Assets
• Liabilities
• Revenue and Expense Accounts

We will even give you suggestions for the prevention of fraud prevention in these areas.

Session Name: Preparing for the Audit
Level: Intermediate
Prerequisite: NPO Fiscal Background
CPE Credits: 4 - Field of Study: Auditing
Time: Tuesday, July 8, 1:30 pm to 5:00 pm
Session Leader: Peter Olsen

Preparing for an audit can be a daunting task.  Your financial life is interrupted for paperwork searches, question answering – you know, documentation, documentation, documentation. By the session’s end, you will have a new appreciation of what occurs in your audit and the important part you play in it.

This updated session will address the following issues to help your financial staff or CFO better prepare for your next audit.  We are looking forward to helping you answer important audit questions like:

• What is an audit and what is the auditor trying to accomplish?
• What are your responsibilities when being audited?
• What impact does A-133 have on your audit?
• What will the auditors focus on during the audit?
• What workpapers should you prepare for the audit?

Session Name: Preparing the “New” IRS Form 990 – NEW!
Level: Basic
Prerequisite: None
CPE Credits: 4 - Field of Study: Taxes
Time: Friday, July 11, 8:30 am to Noon
Session Leader: Denes Tobie

The IRS recently revised the IRS Form 990, so now is the perfect time to get familiar with it. This session will go through completing the current 2007 Form 990 and will discuss some of the key considerations for the revamped Form 990 for 2008 to get you ready to file that return.

Come to this updated session and find the answers to the following questions:

• What are the changes and how will they affect me?
• Ever wonder what all those questions are on the IRS Form 990, and what they mean to your organization?
• Do you know where to report your rental income?
• What is a substantial contributor, anyway?
• What should be attached to the return?
• What about Electronic Filing - when should it be completed, and how easy is it?

These questions and more will be answered as we walk through the preparation of Form 990 and Schedule A during our discussion. Bring specific questions to this updated session, and we’ll discuss them as a group.

Session Name: SAS 112 - Internal Controls Noted In Audits – NEW!
Level: Basic
Prerequisite: NPO Fiscal Background
CPE Credits: 4 - Field of Study: Auditing
Time: Thursday, July 10, 1:30 pm to 5:00 pm
Session Leaders: Denes Tobie

Join us for this new session to discuss SAS 112 Communication of Internal Control Related Matters Noted in an Audit. SAS 112 establishes standards and provides guidance on communicating matters related to an entity's internal control over financial reporting identified in an audit of financial statements.  The following are some of the changes resulting from the issuance of SAS 112:

• The term reportable condition is no longer used. The terms significant deficiency and material weakness are used to describe control deficiencies that must be communicated to management and those charged with governance.
• Communication to management and those charged with governance must be in writing.
• Communicated specific significant deficiencies and material weaknesses in previous years need to continue to be communicated as long as those deficiencies continue to exist.
• These items may now appear in your audited financial statements.

Attend this training to see how these and other aspects of SAS 112 may affect your organization.

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Human Resources Sessions

Session Name: Compensation 101 – NEW!
Level: Intermediate
Prerequisite: HR Management Experience
CPE Credits: 4 - Field of Study: Personnel/HR
Time: Wednesday, July 9, 1:30 pm to 5 pm
Session Leaders: Mavis Luther

Have you ever noticed that one of the most discussed, yet private, issues in an organization is compensation?  So much is linked to an organizations compensation structure, hiring, promotions, and regulatory compliance.  

During this updated session we will discuss various facets of developing wage comparability studies and designing classification systems including:

• What are the requirements for compensation in grant-funded programs?
• What is a Wage Comparability Study?
• How do you do a Wage Comparability Study?
• How do you use the Study information to design a Wage Classification System?
• What are the different types of Classification Systems?
• Do you want to develop both internal equity and external competitive parts of a System?
• How do you effectively administer a Classification System?

Session Name: Competency Modeling - Linking People to Strategy – NEW! (Session Full)
Level: Overview
Prerequisite: None
CPE Credits: 4 - Field of Study: Personnel/HR
Time: Wednesday, July 9, 1:30 pm to 5:00 pm
Session Leaders: Jeff Wulf

It is widely accepted that the people within our organizations are our most important asset.  We also know that it is critical to retain our high performers and to develop others to this high performer level. Competency modeling or competency assessments have become one of the most valuable tools available to management.  Knowing this, a few questions come to mind:

• What traits or characteristics make our high performers “perform” at a high level?
• How can we objectively agree on what our "people" needs in the future to accomplish our strategy?
• Assuming we can answer the previous questions, how can we coach/develop others to achieve this high level of performance?
• A major part of the answer to these questions lies within the concept of competency modeling.

Session Name: Conducting an HR Review
Level: Overview
Prerequisite: None
CPE Credits: 4 - Field of Study: Personnel/HR
Time: Thursday, July 10, 1:30 pm to 5:00 pm
Session Leaders: Deb Pagel

A human resource review is an opportunity for an organization to conduct an in-depth analysis of current human resource practices. The review will help answer the question, “Are your human resource practices helping, hindering, or having little impact on what your organization is trying to accomplish?”

In this updated session, we will present and discuss a systematic approach to evaluating the strengths and weaknesses of the human resource function as well as developing comprehensive action plans. Specifically, we will discuss the following:

• Hiring practices
• New employee practices
• Job descriptions
• Performance appraisal systems
• Compensation practices
• Wage and hour practices Record keeping
• Personnel files
• Posting requirements

Session Name: Generational Diversity - Four Generations Working Together – NEW!
Level: Overview
Prerequisite: None
CPE Credits: 4 - Field of Study: Personnel/HR
Time: Tuesday, July 8, 1:30 pm to 5:00 pm
Session Leaders: Deb Pagel

Generational diversity is not new, but never before have four generations come together at the workplace and worked side by side. We heard this message loud and clear during last year's Executive Session, where organization leaders discussed how important it was for each generation to learn, share and embrace each other.

Generational Management is a challenge because each generation brings to the workplace its own set of values, beliefs, life experiences, and attitudes. By understanding the generations, you capitalize on the strengths of each generation by developing and administering practices that embrace generational differences.

In this new session we will help you gain a better understanding of the rich resources and opportunities four generations bring to the workplace:

• Shed light on how to bridge generational gaps that exist in today’s world by understanding the differences that drive the generations apart.
• Begin to understand the events, conditions, values, and behaviors that make each generation unique.
• Help you get the most out of each generation in the workforce, by better understanding all the generations, their values, motivations, and work ethics to deploy practices that embrace generational differences. Not everyone in the workplace is motivated by the same things anymore.
• Recognize and identify clash points between the generation.
  

Session Name: Human Resource and Employment Law
Level: Intermediate
Prerequisite: HR Management Experience
CPE Credits: 4 - Field of Study: Personnel/HR
Time: Thursday, July 10, 8:30 am - Noon
Session Leaders: Mavis Luther

Gain a better understanding of employment laws and how they affect your organization. The Department of Labor, Equal Employment Opportunity Commission and the National Labor Relations Board oversee the laws and regulations that protect the rights of employees.  Beyond reviewing the roles of these agencies, the purpose of this updated session is to review the regulations that impact the administration of the human resource role in a non-profit environment on a daily basis. 

We will discuss how the following are impacted by the regulations:

• Hiring and Selection Process
• Application Forms
• Employee Handbook
• Performance Management System
• Discipline and Termination
• Personnel Records
• Harassment
• Disability Discrimination
• Fair Labor Standards Act (FLSA)
• Family and Medical Leave Act (FMLA)
• Employment Posters
• Record Retention

Session Name: Key Internal Control Elements in the Human Resource Function
Level: Intermediate
Prerequisite: HR Management Experience
CPE Credits: 4 - Field of Study: Personnel/HR
Time: Thursday, July 10, 8:30 am - Noon
Session Leaders: Gerry Zack

Preventing and detecting fraud, unethical behavior, noncompliance, and critical mistakes involves many aspects of management. None plays a more important role than the H.R. function.

Join us for this updated session where we will take a look at best practices in the area of HR-related internal controls, from hiring and employment-screening practices, to codes of ethics, conflict of interest policies, evaluations, hotlines, and grievance systems, all the way through to the departure or termination of an employee.

Session Name: Performance Management - Understanding Employee Motiviations
Level: Intermediate
Prerequisite: Executive Leadership Experience
CPE Credits: 4 - Field of Study: Management Advisory Services
Time: Wednesday, July 9, 8:30 am - Noon
Session Leaders: Deb Pagel, Julia Johnson

As an executive leader, you’re the one who is expected to have all the answers.  This updated session was developed strictly for the top level leaders – Presidents, Executive Directors, CEOs and Board Officers. You will leave this session with insight into your challenges and a greater understanding of how the motivational needs of your people effects the dynamics of your agency.

This interactive workshop will provide you with the opportunity to problem solve your greatest people-related issues and challenges with fellow executive leaders in the safety of strict confidentiality.

• Struggle with how to leverage the strengths of your executive leadership team?
• Wonder why your board has a difficult time making effective decisions?
• Can't figure out how to get one of your executives to stop micromanaging your agency?
• Wonder why the “meeting” always takes place after the meeting?
• Don't know if your team has the “right stuff” to create and implement that strategic plan?
• Retiring soon? Find out who’s on deck for your job!
• This is your opportunity to find answers to the problems that are keeping you up at night!

Special Note: In an effort to build a meaningful, interactive workshop for all participants, attendees of this session will be required to present at least one people-related issue or challenge to your session work group. This session is limited to 55 participants, so register today!

Session Name: Planning to Hire the Best
Level: Overview
Prerequisite: None
CPE Credits: 4 - Field of Study: Personnel/HR
Time: Friday, July 11, 8:30 am - Noon
Session Leaders: Mavis Luther

Having the best employees on board starts right up front with the selection process.  More than ever, organizations need to be proactive in their recruiting and hiring process.  We need and want to hire the best.  The job market is becoming more competitive and changing like never before.  Large numbers of baby boomers are expected to leave the job market in the next few years with fewer workers to take their place and the needs and expectations of all employees are changing.  The challenge is finding and keeping them. 
      
In this updated session we will discuss how to compete in today’s changing job market.   

Having a well organized recruiting and hiring plan in place will result in hiring employees who can do the job, want to do the job, and will fit in with the rest of the team.  Making the right hiring selections reduces employee turnover and improves client services.  Not to mention, saves the manager’s time so they can focus on other issues.  

As a result of the program, organizations will be challenged to find new ways to fill open positions and do a better job of identifying and selecting the candidates whose qualifications and skills best match the needs of the job positions.  Selecting the right candidates doesn’t just happen, it’s a process. 

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Management Sessions

Session Name: Conducting an Organizational Assessment - Tools & Techniques
Level: Intermediate
Prerequisite: Management & Planning Experience
CPE Credits: 4 - Field of Study: Management Advisory Services
Time: Tuesday, July 8, 1:30 pm to 5:00 pm
Session Leaders: Jeff Wulf

All organizations deal with constant change, some of it significant. Being able to proactively manage change and transition your organization through the process is becoming increasingly important. In this updated session, participants will be introduced to a number of diagnostic and planning tools and techniques. Understanding and managing change is a first step in developing the strategies to help organizations better serve their respective communities.

Specific topics to be addressed include:

• Introduction to organization truisms
• How to assess your organizations readiness for change
• Introduction to the Wipfli organizational assessment approach
• Introduction to a number of assessment tools, such as core capability assessment and scenario planning
• Apply new knowledge and tools to an actual case study relevant to grant-funded organizations

This interactive session is designed to provide assessment tools to help you understand where your organization is today - a vital step as you plan for the organization of tomorrow.

Session Name: Fraud Happens! - Part 1
Level: Intermediate
Prerequisite: Management or Fiscal Experience
CPE Credits: 4 - Field of Study: Management Advisory Services
Time: Wednesday, July 9, 8:30 am to Noon
Session Leaders: Gerry Zack, Mike Yankunas

Unfortunately fraud does happen, and is certainly not limited to the for-profit world.  These days more and more grant-funded organizations are highlighted as fraud victims in the press.  Questions you may be asking yourself are:

• How does fraud happen?
• How is fraud detected, and most importantly
• How can fraud be prevented?
• This significantly updated session gives participants an inside look (from two Certified Fraud Examiner) at how specific fraud schemes are perpetrated (skimming of income, disbursements and purchasing, payroll, grant fraud, etc).

With each fraud scheme discussed, we’ll explain the most important preventive and detective controls necessary to protect against that scheme.

This session is Part 1 of 2. Sign up for Fraud Happens - Part 2 in the afternoon.

Session Name: Fraud Happens! - Part 2 (The Fraud Game)
Level: Intermediate
Prerequisite: Management or Fiscal Experience
CPE Credits: 4 - Field of Study: Management Advisory Services
Time: Wednesday, July 9, 1:30 pm to 5:00 pm
Session Leaders: Gerry Zack, Mike Yankunas

This session is Part 2 of 2. Sign up for Fraud Happens - Part 1 in the morning.

Based on the knowledge participants gained from Part I (the morning session), this session picks up with a discussion of who commits fraud and why.

The group with then (with the help of some volunteers from the group!) attempt to solve a fraud case. You'll be given a set of facts and while some members of the group play the parts of various employees of an organization, you'll be asked to determine what type of fraud took place and who did it! You'll be permitted to ask questions of the role players. This case will give you a feel for how difficult it is in real life to determine whether a fraud has taken place, and how to go about figuring it all out.

After the case, we'll wrap up by explaining what to do if fraud is suspected in your organization.

Session Name: Fundraising Compliance Issues
Level: Intermediate
Prerequisite: Fundraising Experience
CPE Credits: 4 - Field of Study: Management Advisory Services
Time: Tuesday, July 8, 1:30 pm to 5:00 pm
Session Leader: Gerry Zack

This session is NOT about how to raise funds. It's about how to do so in a manner that avoids the multitude of problems that can ensue when fundraising is done without a clear understanding of the compliance issues.

This updated session with explain many of the legal, accounting, tax, insurance, reporting, disclosure, policy, ethical, and financial management issues associated with fundraising activities and special events. Some of the fundraising activities that will be used as examples to illustrate thse issues will include direct mail, web-based fundraising, grasss roots and volunteer-based activities, special events, corporate sponsorships, grant-writing, long-term giving programs, and others. We'll explain the issues that arise in planning, carrying out, and following up on fundraising events and activities.

Session Name: IT Related Internal Controls
Level: Intermediate
Prerequisite: IT Management Experience
CPE Credits: 4 - Field of Study: Computer Sciences
Time: Thursday, July 10, 1:30 pm to 5:00 pm
Session Leader: Gerry Zack, Steve Lipton

Many internal controls are either dependent on, or can be greatly enhanced by, an organization’s information technology. Join this updated session and we will explain the many roles of IT in improving internal controls in order to protect against fraud, ensure compliance with program regulations, and improve operational efficiency.

We will share with group specific and practical examples of strong IT-related internal controls that can be implemented immediately.

Session Name: Monitoring Basics – NEW!
Level: Intermediate
Prerequisite: Familiarity With Federal Administrative Regulations
CPE Credits: 4 - Field of Study: Management Advisory Services
Time: Friday, July 11, 8:30 am to Noon
Session Leader: Janet Johnson

Are you responsible for subrecipient monitoring? 
Is your monitoring processing efficient and effective? 
Are you confident that you are focusing on the right things? 

Join us for this new session to learn how to make monitoring an on-going process. Our goal is to increase your awareness of all of the ways you get information so you can develop a system that focuses on right things and gives you tools to assess your subrecipients’ processes and results. We will show three approaches to monitoring that incorporate of all of the ways you interact with a subrecipient.  The approaches are:

• Regular on-going, including monthly financial and program reports
• Informal, including phone calls and other means of communication
• Formal, including audit reports and monitoring visits.

Effective systems of regular on-going and informal monitoring will guide you in designing the most effective formal monitoring processes for each subrecipient.

Session Name: Process Streamlining - Maximize Your Resources
Level: Intermediate
Prerequisite: Familiarity With Federal Administrative Regulations
CPE Credits: 4 - Field of Study: Management Advisory Services
Time: Thursday, July 10, 1:30 pm to 5:00 pm
Session Leader: Janet Johnson, Jeff Wulf

One of the greatest challenges managers face is using organization resources wisely.  Whether we are talking about money, staff time or any other resource, we must find the most efficient and effective ways to produce good results. Process and system streamlining can play a significant role in maximizing resources. Plan on attending this action-based, fun session to get ideas and applications you can use now.

The updated session is an introduction to methods for analyzing of all your systems, from intake to paying bills and producing reports.  You will learn and practice some simple techniques to help you make immediate improvements to save time and money.  We will cover:

• High-level systems analysis methods that tell you where to focus your improvement efforts
• Simple process analysis techniques using flowcharts
• Easy techniques for gathering, sorting and analyzing data
• Keys to success

In additon, you will be introduced to “lean” process methods used by the most successful organizations in the world, and show you how to apply these methods to your agency. 

Session Name: Procurement Best Practices
Level: Intermediate
Prerequisite: Familiarity With Federal Administrative Regulations
CPE Credits: 4 - Field of Study: Management Advisory Services
Time: Thursday, July 10, 8:30 am to Noon
Session Leader: Janet Johnson

Federal regulations for procurement are long and complex.  So, not surprisingly, procurement is one of the topics we get the most questions on.  Examples of these include questions about requirements for competition and price comparisons, sole sourced procurements, what should go into procurement policies and procedure, as well as questions dealing with the use of credit cards and purchase orders.  Plan to join this updated session to learn about easy-to-implement, practical procurement methods.

This session will give you the tools and information to manage procurement effectively while staying compliant with federal regulations.  We will cover:

• What to include in written procedures such as a code of conduct
• Competition requirements
• Price and cost comparisons
• Sole sourced procurements
• Spending limits, approvals and documentation of decisions
• Use of purchase orders
• Use of credit cards
• Accounts payable management:
  • New vendor approval and set up
  • Approval and coding of invoices
  • Processing scheduling and cash drawdowns

Internal controls will be highlighted throughout the session and we’ll give you lots of examples.  There will also be time for your questions. 

Session Name: Risk Management for GFP's – NEW!
Level: Intermediate
Prerequisite: Familiarity With Federal Administrative Regulations
CPE Credits: 4 - Field of Study: Management Advisory Services
Time: Friday, July 11, 8:30 am to Noon
Session Leader:Gerry Zack

This new "hands on" session will work through a model of risk management that all grant-funded organizations can take back and utilize in their operations.

First, we'll explain the model of Enterprise Risk Management (ERM) as developed by the Committee of Sponsoring Organizations. Next, we'll discuss how this highly-respected model can be adapted for use by grant-funded organizations. Finally, we'll work through certain elements of the ERM model, customizing for your organizations, resulting in the first steps of a formal risk management philosophy and program that can be used to identify and management risks of all types in your organizations.

Session Name: Strategic Planning – NEW!
Level: Basic
Prerequisite: Management Experience
CPE Credits: 4 - Field of Study: Specialized Knowledge and Applications
Time: Wednesday, July 9, 8:30 am to Noon
Session Leaders: Janet Johnson, Steve Lipton

Please join us for new informative session to learn how to develop a plan that won’t be just another report sitting on your shelf! As Dwight D. Eisenhower  said, “Plans are worthless, but planning is everything.” In other words, it’s all about the process. 

The goal of this new session is to introduce methods and tools that will walk you through strategic planning and implementation.  We will present techniques that you can use to create an effective strategic plan that includes initiatives, timelines and accountabilities.   We will discuss tools and techniques that you can use to keep you on track during the planning process as well as through implementation.

Session Name: Understanding An Audit Report For Executive Directors & Board Members
Level: Overview
Prerequisite: Familiarity with Federal Organizations
CPE Credits: 4 - Field of Study: Management Advisory Services
Time: Thursday, July 10, 8:30 am to Noon
Session Leader: John Hemming

If getting your board more involved with the financial management of your organization is a goal – come join this updated session!  Board members, executive directors and fiscal officers should participate in this session for an in-depth look at the audit report.

Beyond every aspect of the audit report being discussed and analyzed, this session will include a case study.  The interactive case study covers:

• The understanding of the audit report
• Key financial indicators
• Potential red-flag issues within the audit report

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Technology Sessions

Session Name: Automating Payroll From Time Sheet to Paycheck
Level: Basic
Prerequisite: Payroll Understanding Recommended
CPE Credits: 4 - Field of Study: Specialized Knowledge and Applications
Time: Tuesday, July 8, 1:30 pm to 5:00 pm
Session Leaders: Maile Pa`alani, Deana Dearry

One of the most important financial responsibilities we have as organizations is to pay our staff.  Come to this updated session as we outline the process from "punch to paycheck".  We will explore the Who's, What's and How's of the timesheet to paycheck process, and provide options for automation and streamlining your processes.  If you would like to learn how to:

• Eliminate or significantly reduce processing costs while increasing efficiency
• Meet current and future staffing needs
• Reduce compliance costs and risks
• Ensure seamless integration of your payroll information and your accounting information

You need this session.

Session Name: Bringing Your Organization and IT Together – NEW!
Level: Overview
Prerequisite: None
CPE Credits: 4 - Field of Study: Computer Sciences
Time: Tuesday, July 8, 1:30 pm to 5:00 pm
Session Leaders: Deron Kling, Steve Lipton

Users:  Why can't the IT department make the system do what we need it to?  Why can't we get the reports we need? 
IT Department:  Why won't the user's tell us what they need up front, why does this all come out after we have implemented the software? 

In this new session we will cover ideas that will help bridge the gap between IT and the rest of the organization.  Areas discussed include  the essentials of defining user requirements,  clarifying the objectives of a technology solution, and methodologies for more productive interaction.  Whether you are an IT person or a department staff member this session will help you work with each other in a way that gets the most benefit from your technology environment.

Session Name: Managing Technology in a Virtual World – NEW!
Level: Overview
Prerequisite: None
CPE Credits: 4 - Field of Study: Computer Sciences
Time: Wednesday, July 9, 8:30 am to Noon
Session Leaders: Deron Kling

Today's technology environment offers more choices than ever for your organization.  For example, why use Microsoft's expensive Office program when Google offers comparable products for free?  Should I be managing my e-mail in-house when there are services that will do it for a few dollars per mailbox?  How do I pick a place to safely back up my organization's data?  I have a large technology investment coming up, should I buy new hardware or outsource?

These are difficult business decisions many organization's are facing.  The key to success is understanding that they are business decisions that need to be made in the context of your organization's operational requirements.  This new session will provide an approach that will arm you with the knowledge to make the right decision for your organization.   Participants will be introduced to new approaches for managing their technology environment, including a look at virtual networks, hosted services, and fully managed computing environments.  In addition, we will help the organization's leaders understand the right questions to ask and what the implications are of many of these decisions.  Not knowing this information could lead to technology decisions that cost more than they should.

Session Name: Information Security Awareness – NEW!
Level: Basic
Prerequisite: None
CPE Credits: 4 - Field of Study: Computer Sciences
Time: Thursday, July 10, 8:30 am to Noon
Session Leader: Deron Kling, Steve Lipton

Information technology is a tool for accomplishing our organizational goals and managing valuable resources.  It can also be a risk, with organizations experiencing an increase in unauthorized attempts to access their computers and networks.

In this updated session participants will review current security threats to non-profit organizations.  Approaches to closing vulnerabilities in your computing environment will be explored.  The development and delivery of a staff education plan including safe computing measures will be covered in depth, including the development of an initial Security Awareness Plan.

Session Name: Technology Planning and Governance – NEW!
Level: Overview
Prerequisite: None
CPE Credits: 4 - Field of Study: Computer Sciences
Time: Wednesday, July 9, 1:30 pm to 5:00 pm
Session Leaders:Steve Lipton

As a leader in your organization, you are responsible for ensuring your organization is operating as effectively as possible.  One key to effective operations is having the right technology in place that helps your people perform at their best.   However, many organizations struggle to select and implement the right technologies at the right time.  The struggle can come from fear of something not well understood (I don’t understand technology so I won’t make it a priority), budget (we can’t afford the right technology), and leadership (I don’t have technology leadership I can trust).  

This new session will provide organization leaders the tools and methods they can use to overcome these struggles.

• A review of technology best practices organizations have put in place
• How to create a technology plan
• How to create effective technology governance in your organization and establish trust

Session Name: Technology Top 10 – NEW!
Level: Overview
Prerequisite: None
CPE Credits: 4 - Field of Study: Computer Sciences
Time: Friday, July 11, 8:30 am to Noon
Session Leaders: Steve Lipton

Few things are certain. One of them is that in the fast paced world of technology, there is always something new and better that could be helping your agency perform more effectively.

This interactive updated session will take a fun and informative look at the Top 10 Technology Tools (and some toys) that could help your agency work smarter.  Each tool will be presented, in Top 10 order, of course, along with an idea of how your agency might use it.

Be prepared, this session is interactive and participants will be asked to add ideas and thoughts regarding a product's usefulness.  Along the way will be some surprises, some fun, and some learning.  Our focus will be on each tool's usefulness, not the techno-speak of how it works. So, all you non-techies, come join us and see what you could be doing.

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Sage MIP/Tools & Solutions/Other

Session Name: Advanced Reporting with Sage MIP – NEW!
Level: Advanced
Prerequisite: Experienced in Sage MIP Reporting
CPE Credits: 4 - Field of Study: Specialized Knowledge and Applications
Time: Thursday, July 10, 8:30 am to Noon
Session Leader: John Copeland

Are you looking to get a little more out of your reporting?  Wishing you could link MIP data to external data sources?  Are you fond of your Excel pivot tables and pivot charts?  Are you currently using, or moving to, SQL Server 2005 and wondering if your organization should utilize SQL Server Reporting Services? 

Come to this new session and receive a 101 on using the reporting technologies that many of us already have: MS Excel; MS Access; SQL Server Reporting Services (included with SQL Server 2005 and 2005 Express Edition).