The health, well-being and safety of our participants and staff is our top priority. With the ongoing COVID-19 situation, we have decided to move our onsite conference online.

21st Annual Wipfli National Training Conference Online | Virtual: July 14-October 13, 2020 | Online conference: October 12-16, 2020 21st Annual Wipfli National Training Conference Online

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Recently added

On demand
OMB Compliance Supplement
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Auditing (Governmental)
Applicable Audience:
  • CFO/Finance Director
  • COO
  • Finance Staff
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
  • Program Director/Manager
Tracks: Attract Talent & Build Leadership; HS/EHS; Mitigate Risk; Strong Financial Health
Type: Mini
Level: Basic
Qualifies for Yellowbook?: Yes
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Explore all of the components of the Compliance Supplement.
2. Discuss what applies to your organization.
3. Identify how to use the Compliance Supplement to prepare you for your upcoming audit.
Session Description:
The Uniform Guidance Compliance Supplement issued by OMB is the driver of all audits for grant-funded programs. It provides the auditor with specific steps to follow while auditing the compliance section. This session, which has been updated for the 2019 Compliance Supplement released in August 2019, will explain the supplement and the audit approach. We will discuss many of the specific requirements regarding programs provided by grant-funded agencies. This is a must-attend session for fiscal officers and program managers alike.
On demand
Financial Audit Considerations in the COVID Era
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Clinic Leadership
  • IT Director/Manager
  • Program Director/Manager
  • Providers, Nurses
  • Quality Improvement Leaders
Tracks: HC/Health Care/FQHC ONLY
Type: Mini
Level: Intermediate
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Review considerations for emergency funding compliance from an auditor's standpoint.
2. Application of Uniform Guidance to emergency funding sources.
3. Implications for effective grant management.
Session Description:
This session provides an overview of financial audit considerations related to the compliance requirements of the various sources of funding for the COVID-19 Public Health Emergency. Areas impacted include general ledger revenue and expense recording, policies and procedures, single audit requirements, internal controls, supporting documentation and audit testing procedures.
On demand
What You Need to Know If You Offer (or Are Thinking of Offering) A Retirement Plan to Your Employees
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • CEO/Executive Director
  • CFO
  • Finance Staff
  • HR Director
  • HR Staff
Tracks: Strong Financial Health
Type: Mini
Level: Overview
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Principal, Human Capital Management
Learning Objectives:
1. Explore the different plan options available, including 401(k), 403(b) and 457(b) plans.
2. Discover the fiduciary responsibilities of offering a plan and how to minimize risk.
3. Review best practices with regard to plan design and administration.
Session Description:
Get a crash course on everything you need to know about offering a retirement plan to your employees, including the various plan types available to nonprofits/governmental entities and the advantages and disadvantages of each. Once you determine the best type of plan, we will dive into what you need to know about being a fiduciary and how to protect yourself and your organization. Finally, we will discuss best practices and avoiding pitfalls.
On demand
Leadership Characteristics for the Future
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Clinic Leadership
  • IT Director/Manager
Tracks: HC/Health Care/FQHC ONLY
Type: Mini
Level: Overview
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Discuss the key challenges leaders encounter in today’s dynamic business and social environment.
2. Explore new attributes leaders will need to guide their organizations into the future.
3. Practice evidence-based techniques to develop new leadership attributes to be successful in the future.
Session Description:
NPO leaders face a complex business environment in which change is continuous and accelerating. Constant regulatory updates, rapid technological advancements and shifting cultural trends — with five generations now in the workforce — cause many leaders to ask themselves, “Who do I need to be to guide my organization into the future?” In this session, we explore new attributes needed by leaders in today’s dynamic world, as well as practice evidence-based techniques to develop these new attributes in current and future leaders.
On demand
Strategies for Growth
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Program Director/Manager
Tracks: HC/Health Care/FQHC ONLY
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Discuss strategic considerations for growth.
2. Review the internal and external factors that affect FQHC expansion decisions.
3. Survey the options for growth, including merger, acquisition and expansion of existing sites.
Session Description:
The FQHC business environment is in a state of flux that includes opportunities for growth. How can health centers grow strategically, given all the uncertainties in the environment? What factors should be considered in evaluating a growth opportunity? What is the best method for growth? In this session, we will discuss these topics and offer a framework with which to evaluate the various options.
On demand
Active Shooter Training
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • CSBG/Org Standard
  • Clinic Leadership
  • Finance Staff
  • HR Director/Manager
  • HR Staff
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
  • IT Director/Manager
  • Program Director/Manager
  • Providers, Nurses
  • Quality Improvement Leader
Tracks: Attract Talent & Build Leadership; HC/Health Care/FQHC ONLY; Boards & Tribal Councils; HS/EHS; Mitigate Risk
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Consultant I
Learning Objectives:
1. Review active shooter protocols.
2. Discuss measures that can reduce the effectiveness of an active shooter.
3. Describe actions that can be expected from responding law enforcement officers.
Session Description:
A review of run, hide, fight — including a group discussion and tabletop exercise on what specific plans an organization can implement. Active participation that allows attendees to build upon a model tailored for their organization.
On demand
An Auditor's Look at Internal Controls, Part 1
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Auditing (Governmental)
Applicable Audience:
  • CFO/Finance Director
  • Finance Staff
  • Program Director/Manager
  • Program Staff
Tracks: Strong Financial Health
Type: Full
Level: Intermediate
Qualifies for Yellowbook?: Yes
Prerequisites: Accounting/finance experience
CPE Credits: 2
Trainers:
Learning Objectives:
1. Discuss why internal controls play a vital role in running an organization.
2. Explore key areas organizations should focus on related to internal controls.
3. Review good internal controls and common pitfalls to avoid regarding internal controls.
Session Description:
Internal controls continue to be emphasized in the Uniform Guidance. This session will focus on how an auditor analyzes internal controls throughout the audit process. We specifically will cover internal controls best practices. 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 fraud prevention suggestions for these areas.
On demand
An Auditor's Look at Internal Controls, Part 2
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Auditing (Governmental)
Applicable Audience:
  • CFO/Finance Director
  • Finance Staff
  • Program Director/Manager
  • Program Staff
Tracks: Strong Financial Health
Type: Full
Level: Intermediate
Qualifies for Yellowbook?: Yes
Prerequisites: Accounting/finance experience
CPE Credits: 2
Trainers:
Learning Objectives:
1. Discuss why internal controls play a vital role in running an organization.
2. Explore key areas organizations should focus on related to internal controls.
3. Review good internal controls and common pitfalls to avoid regarding internal controls.
Session Description:
Internal controls continue to be emphasized in the Uniform Guidance. This session will focus on how an auditor analyzes internal controls throughout the audit process. We specifically will cover internal controls best practices. 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 fraud prevention suggestions for these areas.
On demand
Before It Happens... The Basics of Emergency Preparedness
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO
  • CSBG/Org Standard
  • Finance Staff
  • HR Director
  • HR Staff
  • Head Start
  • IT Director
Tracks: Attract Talent & Build Leadership; HC/Health Care/FQHC ONLY; HS/EHS; Mitigate Risk
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Consultant I
Learning Objectives:
1. Understand the principles and basic structure of the ICS.
2. Understand the importance of an ICS.
3. Discuss how to set up a basic ICS.
Session Description:
The importance of having an ICS in place. This is a tabletop exercise where attendees develop and start mapping contingencies for when an incident occurs. This session will prepare you for when disaster strikes and how your organization will address the complexities of safety, communication, use of resources and continuation of services.
On demand
Best Practices for Finance Process and Technology Transformation
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Computer Software & Applications
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Finance Staff
  • IT Director/Manager
  • Quality Improvement Leader
Tracks: Automate & Measure Performance; Boards & Tribal Councils; Strong Financial Health
Type: Mini
Level: Overview
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Explain some best practices for undertaking finance function transformation, including software evaluation and process improvement work.
2. Discuss some nuances of software integrations to watch out for both before and after your software selection.
3. Describe best practices for project management once the software is selected, integration exploration, change management and what it means to become a seasoned product user post-go-live.
Session Description:
In this session we will walk through things to consider when evaluating the need for a finance transformation to include process improvement work and technology evaluation. Additionally, we will dive into best practices for project and change management when you have selected a system. We will also discuss best practices for integration exploration with your new system, and how to be a seasoned user post-go-live.
On demand
Budgeting and Forecasting Best Practices for Nonprofits
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Information Technology
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Finance Staff
  • HR Director/Manager
  • HR Staff
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
  • IT Director/Manager
  • Program Director/Manager
  • Quality Improvement Leader
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; Strong Financial Health
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Identifying when it is time to move away from Excel.
2. Identify the benefits of using an application for budgeting and reporting.
3. List the steps you should take before looking for an application.
Session Description:
Budgeting and reporting can be stressful at times, but how do you know when it is time to ditch Excel? Join us as we discuss pain points that many organizations seek to eliminate by migrating to an application, benefits they receive from using an application, and steps you need to take before selecting an application.
On demand
Budgeting for Head Start/Early Head Start Directors
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: none
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • Finance Staff
  • HR Director/Manager
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
Tracks: HS/EHS
Type: Full
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Review budgeting basics.
2. Discuss expenditure forecasting.
3. Review applicable regulations.
Session Description:
Proper budgeting is crucial for any program, especially Head Start programs. This session will cover the entire process, from setting up a budget to forecasting expenses to handling the final closeout of a grant. Applicable regulations will be explained throughout the process.
On demand
Common IT Issues
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • CEO/Executive Director
  • IT Director
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance
Type: Mini
Level: Basic
Qualifies for Yellowbook?: Yes
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Identify common IT security oversights.
2. Examine the impact of these security oversights on your organization.
3. Discuss recommendations on how organizations have addressed these IT security oversights.
Session Description:
This session discusses the top 10 common security oversights in a non-profit organization's IT environment and recommendations on how to address them.
On demand
Creating a Culture of Continuous Improvement, Part 1
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • Board Member
  • Board Member
  • CEO/Executive Director
  • CFO
  • CSBG/Org Standard
  • Finance Staff
  • HR Director
  • HR Staff
  • Head Start
  • IT Director
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; HC/Health Care/FQHC ONLY; Boards & Tribal Councils; HS/EHS; Mitigate Risk; Strong Financial Health
Type: Full
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Senior Manager
Senior Manager, Business Development
Learning Objectives:
1. Discover how continuous improvement plans can help meet your goals and impact your mission.
2. Demonstrate how key observations lead to implementing the right solutions.
3. Create a culture of teamwork to solve problems and implement solutions using this model of problem solving.
Session Description:
Continuous improvement within an organization is a clear path to meeting the goals, objectives and most importantly, the ongoing mission you serve. This session will provide you with a new perspective on how to make key observations within your organization and follow them up with the right solutions. Creating a culture around this model will not only bring your organization closer together but maximize the service you provide to your clients and your communities.
On demand
Creating a Culture of Continuous Improvement, Part 2
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • Board Member
  • Board Member
  • CEO/Executive Director
  • CFO
  • CSBG/Org Standard
  • Finance Staff
  • HR Director
  • HR Staff
  • Head Start
  • IT Director
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; HC/Health Care/FQHC ONLY; Boards & Tribal Councils; HS/EHS; Mitigate Risk; Strong Financial Health
Type: Full
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Senior Manager
Senior Manager, Business Development
Learning Objectives:
"1. Discover how continuous improvement plans can help meet your goals and impact your mission.
2. Demonstrate how key observations lead to implementing the right solutions.
3. Create a culture of teamwork to solve problems and implement solutions using this model of problem solving. "
Session Description:
Continuous improvement within an organization is a clear path to meeting the goals, objectives and most importantly, the ongoing mission you serve. This session will provide you with a new perspective on how to make key observations within your organization and follow them up with the right solutions. Creating a culture around this model will not only bring your organization closer together but maximize the service you provide to your clients and your communities.
On demand
Culture of Health/Safety
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • Finance Staff
  • HR Director/Manager
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
Tracks: HS/EHS
Type: Full
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Discuss the regulations around health and safety.
2. Explore ways to address the regulations in our culture.
3. Identify resources and best practices to implement in your program.
Session Description:
The Head Start Act and Head Start Program Performance Standards outline numerous health and safety requirements. It’s time to add the “why” to the “what” and “how” of the safety and health regulations. Join this session to hear easily transferable information about how to meet the requirement. Join a former Head Start employee to discuss how to go from “have-to” checklists to really embedding health and safety in the best parts of our jobs in working with children and families.
On demand
Customizing Transactions, Templates and Reports in Sage Intacct
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO
  • Finance Staff
  • IT Director
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; Strong Financial Health
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 1.5
Trainers:
Learning Objectives:
1. Create custom fields on transactions in Sage Intacct.
2. Create custom reports that contain custom fields and non-financial data.
3. Customize templates that are sent to customers from Sage Intacct.
Session Description:
Sage Intacct provides an extensive amount of out of the box functionality, but do you know how to customize the system to best fit your business needs? Learn how to utilize Platform Services to customize transactions, templates, and reports in Sage Intacct.
On demand
Early Head Start/Head Start 101: A Program Overview
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
Tracks: HS/EHS
Type: Full
Level: Overview
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Review the history of the program.
2. Discuss how the regulations impact programs.
3. Identify where to find the answers in the regulations.
Session Description:
The Head Start/Early Head Start (HS/EHS) program is more than 50 years old and still making an impact!

Join this session for a high-level overview of:
• The history of the program (why you do what you do).
• The regulations you use to govern and keep in compliance (what you do and how to do it).
• What is expected in the future, with current guidelines impacted by future funding/monitoring (where you are going).

If you are just starting a new job in the HS/EHS program or just started an HS/EHS program, this session will give you an idea of what you need to learn to help you be successful.
On demand
Early Head Start/Head Start Teaching Financial Literacy to Parents
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • Finance Staff
  • HR Director/Manager
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
Tracks: HS/EHS
Type: Full
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Discuss the psychology of money.
2. Explore easily transferable and teachable tips and tricks about saving and spending.
3. Identify community resources to help you help parents.
Session Description:
The Head Start Act clearly states that goals for programs include “parent literacy training that leads to economic self-sufficiency and financial literacy.” Come hear easily transferable information about how to meet the requirement. Join a former banker (and person who lived in poverty) to engage in conversations about money! We will discuss the psychology of money, easy tricks to save money, pitfalls to avoid, and free resources in your community.
On demand
Financial Audit Considerations in the COVID Era
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Clinic Leadership
  • IT Director/Manager
  • Program Director/Manager
  • Providers, Nurses
  • Quality Improvement Leaders
Tracks: HC/Health Care/FQHC ONLY
Type: Mini
Level: Intermediate
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Review considerations for emergency funding compliance from an auditor's standpoint.
2. Application of Uniform Guidance to emergency funding sources.
3. Implications for effective grant management.
Session Description:
This session provides an overview of financial audit considerations related to the compliance requirements of the various sources of funding for the COVID-19 Public Health Emergency. Areas impacted include general ledger revenue and expense recording, policies and procedures, single audit requirements, internal controls, supporting documentation and audit testing procedures.
On demand
From Good to Great: Elevating Your Nonprofit Story with Data and Performance Metrics
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • CSBG/Org Standard
  • Clinic Leadership
  • Finance Staff
  • HR Director/Manager
  • HR Staff
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
  • IT Director/Manager
  • Program Director/Manager
  • Providers, Nurses
  • Quality Improvement Leaders
Tracks:
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 0
Trainers:
Sage Intacct, Director Nonprofit Industry Marketing
Sage Intacct, Senior Solutions Consultant, Nonprofit Industry
Learning Objectives:
N/A
Session Description:
As a nonprofit organization, it is critical to understand recent giving trends and their relevance to your organization’s impact. As we meet today’s challenges head on, we need to focus on what we can do today – to ensure the sustainability of our mission success.

Join us as we look at 5 things you can do right now to ramp up faster and at what recent giving data tells us matters most - for growing your nonprofit’s funding. How do you leverage your data and performance metrics to better tell your story? How do you build engagement with donors to prioritize your mission?

We’ll share some best practices, along with specific examples of how you can elevate your story to all generations of prospective donors to help strengthen sustainability for the long term.
On demand
Fundraising Compliance: Capital Campaigns, Professional Fundraisers, Gaming and Fundraising Events
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Taxes
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • Finance Staff
Tracks: Boards & Tribal Councils; Strong Financial Health
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Senior Manager
Learning Objectives:
1. Identify required information to be recorded for fundraising.
2. Review IRS requirements to ensure compliance.
3. Discuss a general approach to fundraising and tracking.
Session Description:
Fundraising reporting and compliance can be challenging — especially when you start a new endeavor. Knowing what potential information needs to be tracked, what should be avoided and when all this reporting may occur is critical for any organization engaging in fundraising. Attendees of this training will get a better understanding of IRS rules and reporting required for their fundraising endeavors. Because of the wide range of attendees, we will avoid specifics on state requirements but will touch on the general approach taken. After the session, attendees will have a sound understanding of what they need to track and the questions they need to ask before their next fundraising endeavor.
On demand
HRSA Onsite Visit and Scope Change
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Clinic Leadership
  • IT Director/Manager
  • Program Director/Manager
  • Providers, Nurses
  • Quality Improvement Leaders
Tracks: HC/Health Care/FQHC ONLY
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Review the HRSA Compliance Manual as it relates to the OSV.
2. Convey experiences with and insight into the HRSA operational on-site visit for compliance.
3. Review the HRSA scope of change, including expansion of sites.
Session Description:
This session provides an in-depth review of the HRSA 18 program requirements, including detailed information about HRSA's operational on-site visit to support health centers. We will also discuss the HRSA scope change, including when a clinic is expanding sites.
On demand
HS/EHS Governance for Board Members and for Policy Council
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • Finance Staff
  • HR Director/Manager
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
Tracks: HS/EHS
Type: Full
Level: Intermediate
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Review how the governing body is set up according to the Head Start Act and the Head Start Program Performance Standards.
2. Discuss the role requirements of staff, policy council, parent and board members, and why the requirements exist.
3. Examine how these roles work together.
Session Description:
This session is designed specifically for staff, policy council, parents and board members of Head Start/Early Head Start (HS/EHS) organizations. The Head Start requirements are like no others. You need to know what your role is to help keep your agency in compliance. Over the past few years, much more scrutiny has been placed on staff, policy council, parents and boards, and regulations and requirements are changing all the time. During this presentation and workshop, the audience will have the opportunity to hear information, share information, and work through scenarios to help them explore how to use the information back in their agencies.
On demand
HS/EHS Non-Federal Share/In-Kind/Match: No Matter What You Call It, You Have to Have It!
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Accounting (Governmental)
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • Finance Staff
  • HR Director/Manager
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
Tracks: Boards & Tribal Councils; HS/EHS; Strong Financial Health
Type: Full
Level: Intermediate
Qualifies for Yellowbook?: Yes
Prerequisites: Working with Head Start
CPE Credits: 2
Trainers:
Learning Objectives:
1. Explore the basics of in-kind and all of the requirements.
2. Discuss the different types of in-kind, with tips on how to generate more in-kind.
3. Review the specifics of in-kind policy clarifications and the common pitfalls to avoid that pertain to in-kind.
Session Description:
Although the name has changed, the results are the same. If you run an HS/EHS program, you need to generate non-federal match (in-kind)! Are you finding it harder to generate? Is answering the question, "Is this allowable match?" your responsibility? Does generating in-kind fall on your shoulders? If you answered yes to any of these questions, please join us for this updated session.

We will discuss the tools, techniques and regulations of generating, calculating and documenting non-federal match. Make generating in-kind the responsibility of everyone in your program.

This session will focus on:
• What regulations and guidelines govern non-federal match.
• How to decide whether a contribution is allowable non-federal match.
• Where the most amount of in-kind is missed.
• Documenting all non-federal match.
On demand
HS/EHS You are Your Community's Best Kept Secret - Now Stop It
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • Finance Staff
  • HR Director/Manager
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
Tracks: HS/EHS
Type: Full
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Discuss all the data you have available.
2. Share examples of what the data tells yours.
3. Explore where and how you can share your progress with others.
Session Description:
One of the saddest things I experience going into a community to work with a Head Start/Early Head Start (HS/EHS) program, and no one in the community knows you exist.

You have a story to tell. And if you want to attract and retain great employees—or meet full enrollment, or make your non-federal share requirements—it’s time to act!

This session is geared specifically toward HS/EHS programs to use the data they have to tell their community about all they impact. Together we will make action plans of all the areas and ways you can share your impact.

Whether you want to be loud and proud or prefer to be quiet and light it, ignite your community and show off. Why? Because you have an AWESOME program, doing great things in the community, with amazing people, and cute children!
On demand
Head Start/Early Head Start Engaging Parents in the Program
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • Finance Staff
  • HR Director/Manager
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
Tracks: HS/EHS
Type: Full
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Discuss the history of parent involvement.
2. Identify how parents can benefit the program.
3. Explore ways to excite and engage parents to increase their involvement.
Session Description:
Parents play a key role in the HS/EHS program. Join this online training to discuss how to engage (or reengage) parents and all volunteers in the program. We will discuss the history of parent involvement in the program. We will identify how parents are currently involved in programs. And we will explore ways engaged parents can be advocates for the program.
On demand
Hire and Inspire: Talent Management Strategies for 2020, Part 1
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • CEO/Executive Director
  • HR Director
  • HR Staff
Tracks: Attract Talent & Build Leadership
Type: Full
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Manager, Organizational Performance
Learning Objectives:
1. Discuss the changing workforce demographics and its their effect on hiring practices.
2. Identify the best pre-employment predictors of job success.
3. Designing a "hire and inspire" strategy including best practices tools.
Session Description:
The composition of the workforce is changing, and so are the best practices and strategy you need to get and keep the right talent. In this session we will discuss what you need to do in response to the changes in the workforce. Resumes are no longer an effective indicator of job success. Instead, organizations of the future are going beyond traditional approaches to hiring and are making data-driven decisions that predict candidate job success. The changing workforce is also showing a growing need for organizations to design unique employee experiences that build commitment to delivering business outcomes. This session will demystify some of the strategies that can be used for hiring and inspiring top talent, including the use of Predictive Index®.
On demand
Hire and Inspire: Talent Management Strategies for 2020, Part 2
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • CEO/Executive Director
  • HR Director
  • HR Staff
Tracks: Attract Talent & Build Leadership
Type: Full
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Manager, Organizational Performance
Learning Objectives:
1. Discuss the changing workforce demographics and its their effect on hiring practices.
2. Identify the best pre-employment predictors of job success.
3. Designing a “hire and inspire” strategy including best practices tools.
Session Description:
The composition of the workforce is changing, and so are the best practices and strategy you need to get and keep the right talent. In this session we will discuss what you need to do in response to the changes in the workforce. Resumes are no longer an effective indicator of job success. Instead, organizations of the future are going beyond traditional approaches to hiring and are making data-driven decisions that predict candidate job success. The changing workforce is also showing a growing need for organizations to design unique employee experiences that build commitment to delivering business outcomes. This session will demystify some of the strategies that can be used for hiring and inspiring top talent, including the use of Predictive Index®.
On demand
How to Engage and Maximize the Impact of Your Volunteer Workforce, Part 1
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CSBG/Org Standard
  • HR Director
  • HR Staff
  • Head Start
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; HS/EHS
Type: Full
Level: Basic
Qualifies for Yellowbook?: no
Prerequisites: None
CPE Credits: 2
Trainers:
Senior Manager
Client Development Advisor
Learning Objectives:
1. Learn how nonprofits can use technology to manage the entire volunteer management lifecycle.
2. Understand strategies for keeping volunteers engaged.
3. Review strategies for cultivating donors as volunteers and volunteers as donors.
4. Develop checklists for de-risking the use of a volunteer workforce.
5. Discuss strategies for assessing and reporting on impact.
Session Description:
Volunteers are one of the most valuable and crucial assets of many nonprofit organizations. This session will look at how numerous nonprofits integrate technology into their volunteer management strategies to streamline administration and allow staff valuable time to focus on delivering that human touch so crucial to maintaining an engaged volunteer workforce.

In this session we will touch on:

• Creating awareness and recruiting volunteers.
• Credentialing, onboarding and training volunteers.
• Optimizing deployment.
• Evaluating performance and assessing impact (volunteer and donor).
On demand
IT Audit: How to Prepare For and Read the Report
History: New
Experience: Seasoned (6+ years experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • CEO/Executive Director
  • IT Director
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance
Type: Full
Level: Basic
Qualifies for Yellowbook?: Yes
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Evaluate the scope of an IT audit and identify who is responsible for defining it.
2. Outline the preparation that should be done in advance of an IT audit and what will be expected of your organization.
3. Determine the criticality and priority of findings, how they impact your organization and identify which findings are more important and should be addressed first.
Session Description:
IT audits can be overwhelming and stressful, and the final report can be confusing. This session will discuss key steps your organization can take to prepare for an upcoming IT audit to reduce the anxiety and improve the overall experience. It will also help those who are responsible for reviewing IT audit reports understand what to look for and how to determine how the results impact the organization.
On demand
Improve Client Experience and Break Down Digital Silos With Centralized Intake
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • CSBG/Org Standard
  • Clinic Leadership
  • HR Director/Manager
  • HS/EHS Director/Manager
  • IT Director/Manager
  • Program Director/Manager
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; HC/Health Care/FQHC ONLY; Boards & Tribal Councils; HS/EHS
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Senior Manager
Senior Technology Manager
Learning Objectives:
1. Why should you focus on a centralized intake strategy?
2. Learn about what options are available on the Market.
3. Identify how to move forward with implementing a strategy.
Session Description:
This session will focus on how incorporating a centralized intake strategy can help your organization better serve your clients, increase collaborate across programs, and provide holistic, structured data to provide better reporting. We will address the primary challenges a centralized intake strategy aims to solve, as well as share our experiences on how to implement a strategy and cover technology tools that exist in this space.
On demand
Leader to Leader
History: Updated
Experience: Seasoned (6+ years experience)
Advanced Preparation: Leadership Experience
Field of Study: Business Management and Organization
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • CSBG/Org Standard
  • Clinic Leadership
  • HR Director/Manager
  • HS/EHS Director/Manager
  • IT Director/Manager
  • Program Director/Manager
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; Boards & Tribal Councils; HS/EHS; Mitigate Risk; Strong Financial Health
Type: Mini
Level: Intermediate
Qualifies for Yellowbook?: No
Prerequisites: Intermediate
CPE Credits: 2
Trainers:
Learning Objectives:
1. Create leadership ideas.
2. Generate tasks to improve leaders in your organization.
3. Create self-awareness of the gaps in current leadership methods.
Session Description:
Our peers are our best source of knowledge. In this session, we will bring together a group of leaders and leverage each other to help us improve our leadership knowledge.
On demand
Leaders and Race: A Conversation
History: New
Experience: Seasoned (6+ years experience)
Advanced Preparation: Leadership Experience
Field of Study: Business Management and Organization
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • CSBG/Org Standard
  • Clinic Leadership
  • HR Director/Manager
  • HS/EHS Director/Manager
  • IT Director/Manager
  • Program Director/Manager
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; Boards & Tribal Councils; HS/EHS; Strong Financial Health
Type: Mini
Level: Intermediate
Qualifies for Yellowbook?: No
Prerequisites: Intermediate
CPE Credits: 2
Trainers:
Owner and President, The Davis Group
Learning Objectives:
1. Define the role of organization leaders as it relates to a diverse workforce.
2. Create awareness of the open and honest conversations needed in the workplace.
3. Provide executable ideas on having conversations to build strength in a diverse workforce.
Session Description:
2020 has been quite a year so far. There has been trauma, and yet out of trauma comes hope. We have an opportunity as organization leaders to create honest and open conversations and actions about the racial divide in our organizations and how we can work to overcome it. This year has proven that we have a long way to go in addressing the biases our workforce faces in our workplace and our communities. Let's start the conversation and see what we can do to make ourselves better leaders for those who need it most right now. This session will be led by a diverse team sharing their experiences, frustrations and ideas. You will have time to ask your questions as well. Please join us for this important conversation.
On demand
Leadership Characteristics for the Future
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Clinic Leadership
  • IT Director/Manager
Tracks: HC/Health Care/FQHC ONLY
Type: Mini
Level: Overview
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Discuss the key challenges leaders encounter in today’s dynamic business and social environment.
2. Explore new attributes leaders will need to guide their organizations into the future.
3. Practice evidence-based techniques to develop new leadership attributes to be successful in the future.
Session Description:
NPO leaders face a complex business environment in which change is continuous and accelerating. Constant regulatory updates, rapid technological advancements and shifting cultural trends — with five generations now in the workforce — cause many leaders to ask themselves, “Who do I need to be to guide my organization into the future?” In this session, we explore new attributes needed by leaders in today’s dynamic world, as well as practice evidence-based techniques to develop these new attributes in current and future leaders.
On demand
Managing Indirect Costs Within Grant-Funded Organizations Using Sage Intacct
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Computer Software & Applications
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Finance Staff
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
  • IT Director/Manager
  • Program Director/Manager
Tracks: Automate & Measure Performance; Boards & Tribal Councils; Mitigate Risk; Strong Financial Health
Type: Mini
Level: Intermediate
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Explore the basic principles of indirect costing for grant-funded organizations.
2. Review the process and related accounting for applying indirect costs using Sage Intacct.
3. Explore the details of typical configuration.
4. Produce grant financial statements that include indirect costs computed several ways for comparison purposes.
Session Description:
Indirect cost management is a critical component of running a grant-funded organization. In this session you will learn how to leverage Sage Intacct to track, apply and analyze your indirect cost rate to ensure you are covering your costs.
On demand
OMB Compliance Supplement
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Auditing (Governmental)
Applicable Audience:
  • CFO/Finance Director
  • COO
  • Finance Staff
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
  • Program Director/Manager
Tracks: Attract Talent & Build Leadership; HS/EHS; Mitigate Risk; Strong Financial Health
Type: Mini
Level: Basic
Qualifies for Yellowbook?: Yes
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Explore all of the components of the Compliance Supplement.
2. Discuss what applies to your organization.
3. Identify how to use the Compliance Supplement to prepare you for your upcoming audit.
Session Description:
The Uniform Guidance Compliance Supplement issued by OMB is the driver of all audits for grant-funded programs. It provides the auditor with specific steps to follow while auditing the compliance section. This session, which has been updated for the 2019 Compliance Supplement released in August 2019, will explain the supplement and the audit approach. We will discuss many of the specific requirements regarding programs provided by grant-funded agencies. This is a must-attend session for fiscal officers and program managers alike.
On demand
Onboarding Strategies to Maximize Engagement
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • CEO/Executive Director
  • COO
  • Clinic Leadership
  • HR Director/Manager
  • HR Staff
  • HS/EHS Director/Manager
Tracks: Attract Talent & Build Leadership; Boards & Tribal Councils
Type: Mini
Level: Overview
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Manager, Organizational Performance
Recruiting Specialist
Learning Objectives:
1. Discuss the need for engaging onboarding.
2. Explore where current practices aren’t meeting future needs.
3. Identify methods to quickly allow new hires to make impact.
Session Description:
We want to ensure that whether an employee is with us for a year or a career we get the best they have to offer. That starts with getting them on boarded quickly and allowing them to make impact quickly. Join this session for an action-packed hour and a half of practical take-a-ways.
On demand
Preparing for the Audit, Part 1
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Auditing (Governmental)
Applicable Audience:
  • CFO/Finance Director
  • Finance Staff
Tracks: Attract Talent & Build Leadership; HS/EHS; Mitigate Risk; Strong Financial Health
Type: Full
Level: Overview
Qualifies for Yellowbook?: Yes
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Explore the audit process.
2. Discuss what the auditors are looking to accomplish during an audit.
3. Define what you should prepare for the audit.
Session Description:
What is an audit? Why do I have to have one? If I prepare all the workpapers, what does my auditor really do? In this updated session learn the secrets from real-life auditors and become informed about the practices auditors do not usually reveal to their clients while performing an audit.

Do you have a difficult time preparing for the year-end financial statement audit? Do you find it challenging to provide information requested by the independent auditor? Does it seem to take a long time to finalize the audit and receive your report?

Let us provide some ideas to help identify areas for improvement in your audit process and ways to collaborate with other staff members in the process. Share your ideas, too, during this session.
On demand
Preparing for the Audit, Part 2
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Auditing (Governmental)
Applicable Audience:
  • CFO/Finance Director
  • Finance Staff
Tracks: Attract Talent & Build Leadership; HS/EHS; Mitigate Risk
Type: Full
Level: Overview
Qualifies for Yellowbook?: Yes
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Explore the audit process.
2. Discuss what the auditors are looking to accomplish during an audit.
3. Define what you should prepare for the audit.
Session Description:
What is an audit? Why do I have to have one? If I prepare all the workpapers, what does my auditor really do? In this updated session learn the secrets from real-life auditors and become informed about the practices auditors do not usually reveal to their clients while performing an audit.

Do you have a difficult time preparing for the year-end financial statement audit? Do you find it challenging to provide information requested by the independent auditor? Does it seem to take a long time to finalize the audit and receive your report?

Let us provide some ideas to help identify areas for improvement in your audit process and ways to collaborate with other staff members in the process. Share your ideas, too, during this session.
On demand
Putting the Cause First: Ways to Streamline Your People-Related Processes to Give Back Time Where It Matters Most
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • CEO/Executive Director
  • CFO
  • Finance Staff
  • HR Director
  • HR Staff
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Principal, Human Capital Management
Learning Objectives:
1. Describe what human capital is and how it affects your organization.
2. Review automation options and best practices.
3. Discover how human capital management. systems and processes impact employee engagement.
Session Description:
Your people are the heart of your organization — propelling your cause to the next level. When your top talent is spending more time on tracking their work hours than with your donors, it is time to make a change. Join us to learn how leveraging technology and getting away from manual processes not only reduces errors but gives your staff more time to focus on strategic activities, increases employee engagement and further the bottom line of your cause.
On demand
Soft Skills for Internal Auditors
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO
  • CSBG/Org Standard
  • Finance Staff
  • HR Director
  • HR Staff
  • Head Start
  • IT Director
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance
Type: Mini
Level: Basic
Qualifies for Yellowbook?: Yes
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Demonstrate how to set the tone for audit interviews.
2. Identify ways to establish rapport with the auditee.
3. Develop ways to communicate internal audit issues to the auditee and the organization.
Session Description:
Effective auditors have a broad range of soft skills in addition to their deep technical expertise. Using soft skills, the internal auditor can communicate effectively with others and gain the trust and respect of the auditee.
On demand
Strategies for Growth
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Program Director/Manager
Tracks: HC/Health Care/FQHC ONLY
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Discuss strategic considerations for growth.
2. Review the internal and external factors that affect FQHC expansion decisions.
3. Survey the options for growth, including merger, acquisition and expansion of existing sites.
Session Description:
The FQHC business environment is in a state of flux that includes opportunities for growth. How can health centers grow strategically, given all the uncertainties in the environment? What factors should be considered in evaluating a growth opportunity? What is the best method for growth? In this session, we will discuss these topics and offer a framework with which to evaluate the various options.
On demand
Strategy to Action: How to Move Your Strategic Objectives Into Actionable Projects, Part 1
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO
  • CSBG/Org Standard
  • Finance Staff
  • HR Director
  • HR Staff
  • Head Start
  • IT Director
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; HC/Health Care/FQHC ONLY; Boards & Tribal Councils; HS/EHS; Mitigate Risk; Strong Financial Health
Type: Full
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Senior Manager
Learning Objectives:
1. Create and design strategic action plans.
2. Explore how to execute action steps by using a standard and structured approach.
3. Review how to break down large strategic goals in to manageable action plans with measurable and achievable results.
Session Description:
The biggest failing of strategic planning efforts is not in the planning — it's in putting it into action. In this session we will explore both the discipline of action planning and the science of taking action plans through to execution. Approaches to managing a project portfolio, an annual and quarterly calendar and a 90-day timeline will be explored. Participants will use real-world examples to try out best practice approaches to breaking down action plans into projects, next steps and deliverable dates. The measurement of progress against objectives will be addressed for all levels of planning.
On demand
Strategy to Action: How to Move Your Strategic Objectives Into Actionable Projects, Part 2
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO
  • CSBG/Org Standard
  • Finance Staff
  • HR Director
  • HR Staff
  • Head Start
  • IT Director
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; HC/Health Care/FQHC ONLY; Boards & Tribal Councils; HS/EHS; Mitigate Risk; Strong Financial Health
Type: Full
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Senior Manager
Learning Objectives:
1. Create and design strategic action plans.
2. Explore how to execute action steps by using a standard and structured approach.
3. Review how to break down large strategic goals in to manageable action plans with measurable and achievable results.
Session Description:
The biggest failing of strategic planning efforts is not in the planning — it's in putting it into action. In this session we will explore both the discipline of action planning and the science of taking action plans through to execution. Approaches to managing a project portfolio, an annual and quarterly calendar and a 90-day timeline will be explored. Participants will use real-world examples to try out best practice approaches to breaking down action plans into projects, next steps and deliverable dates. The measurement of progress against objectives will be addressed for all levels of planning.
On demand
Taking Charge of Culture
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • CSBG/Org Standard
  • Finance Staff
  • HR Director/Manager
  • HR Staff
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
  • IT Director/Manager
  • Program Director/Manager
  • Quality Improvement Leaders
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Define organizational culture and why it's important.
2. Review the elements that help shape and reinforce culture.
3. Identify actions that can increase the likeliness of successful culture change.
Session Description:
Considered to be one of the strongest delineators among top-performing organizations, culture has grown tremendously in popularity over the past decade or so. More and more organizations are shifting their focus to improving their culture because they recognize that culture sets the context for everything and everyone within it. But identifying, measuring and changing culture have been elusive for most. This session is designed to help build a common understanding of and language for culture to increase quality and effectiveness of culture change initiatives.
On demand
Total Rewards: Get and Keep the Best People for Your Nonprofit, Part 1
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Personnel/Human Resources
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • CSBG/Org Standard
  • HR Director/Manager
  • HS/EHS Director/Manager
  • Program Director/Manager
Tracks: Attract Talent & Build Leadership; Boards & Tribal Councils
Type: Full
Level: Intermediate
Qualifies for Yellowbook?: No
Prerequisites: Baseline human resource knowledge
CPE Credits: 2
Trainers:
Manager, Organizational Performance
Director, Organizational Performance
Learning Objectives:
1. Identify the key components of a total rewards system and mindset.
2. Discuss how to establish a total rewards system that is supportive of the organization's goals and objectives.
3. Explore compensation plan essentials.
4. Discuss non-cash reward considerations.
Session Description:
Total rewards encompass everything associated with the overall employment experience of employees. They transcend direct and indirect compensation. In this session we will identify and discuss the five key components of a total rewards system and the mindset organizations must have to be competitive in today's marketplace.
On demand
Total Rewards: Get and Keep the Best People for Your Nonprofit, Part 2
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Personnel/Human Resources
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • CSBG/Org Standard
  • HR Director/Manager
  • HS/EHS Director/Manager
  • Program Director/Manager
Tracks: Attract Talent & Build Leadership; Boards & Tribal Councils
Type: Full
Level: Intermediate
Qualifies for Yellowbook?: No
Prerequisites: Baseline human resource knowledge
CPE Credits: 2
Trainers:
Manager, Organizational Performance
Director, Organizational Performance
Learning Objectives:
1. Identify the key components of a total rewards system and mindset.
2. Discuss how to establish a total rewards system that is supportive of the organization's goals and objectives.
3. Explore compensation plan essentials.
4. Discuss non-cash reward considerations.
Session Description:
Total rewards encompass everything associated with the overall employment experience of employees. They transcend direct and indirect compensation. In this session we will identify and discuss the five key components of a total rewards system and the mindset organizations must have to be competitive in today's marketplace.
On demand
Transforming Your Financial Operations With Sage Intacct
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Information Technology
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Finance Staff
  • IT Director/Manager
  • Program Director/Manager
  • Quality Improvement Leader
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; Boards & Tribal Councils; Strong Financial Health
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Learning Objectives:
1. Learn how Sage Intacct shines with managing grants and calculating and analyzing indirect costs.
2. Identify the valuable uses for dimensions across the system including robust yet easy to use reporting and dashboards.
3. Describe how the system can control spending with regard to budgets and committed costs.
4. Learn about automated revenue recognition for nonprofits that takes the worry out of compliance.
Session Description:
If you are interested in discovering why so many nonprofits are upgrading to Sage Intacct Cloud Financial Management, this session is for you. Join us as we highlight valuable functionality including: grant management, spend management, budget vs. actual and committed cost reporting, indirect cost allocations, and revenue recognition. Switching to Sage Intacct can help you worry less about the back office and free up time to pursue your organization’s mission with more focus than ever.
On demand
Trust Is Not an Internal Control: Embezzlement Scheme Awareness and Prevention
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member CEO/Executive Director
  • CFO/Finance Director
  • COO
  • Program Director/Manager
Tracks: HC/Health Care/FQHC ONLY
Type: Mini
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Senior Manager
Senior Manager
Learning Objectives:
1. Review some of the most common embezzlement schemes.
2. Discuss important steps to take if you are concerned about embezzlement in your organization.
3. Identify basic internal controls for organizations with small accounting departments.
Session Description:
Internal controls can prevent embezzlement but may be a challenge to implement in smaller organizations. We will discuss common embezzlement schemes and how to prevent or catch them early with simple, basic internal controls.
On demand
Understanding the IRS Form 990 for Executives
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Taxes
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • Finance Staff
Tracks: Boards & Tribal Councils; Strong Financial Health
Type: Mini
Level: Basic
Qualifies for Yellowbook?: Yes
Prerequisites: None
CPE Credits: 2
Trainers:
Senior Manager
Learning Objectives:
1. Examine the significance of Form 990 to your organization.
2. Discover the rules behind particular questions and the impact of particular answers.
3. Identify similarities and differences from your audited financial statements to your Form 990.
Session Description:
Preparing the 990 is a challenging endeavor with all the information reported. How does the reader of the 990 evaluate what all that information is saying about the organization? What sections are the most important? If I am not a finance person, what value do I bring to reviewing the 990 for my organization?
Attendees of this session will learn what areas of the return to focus on during their review. What questions to ask their paid preparer? What are grantors looking at? What is the IRS looking at?
On demand
Virtual Opening Session
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Business Management and Organization
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • CSBG/Org Standard
  • Clinic Leadership
  • Finance Staff
  • HR Director/Manager
  • HR Staff
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
  • IT Director/Manager
  • Program Director/Manager
  • Providers, Nurses
  • Quality Improvement Leaders
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; HC/Health Care/FQHC ONLY; Boards & Tribal Councils; HS/EHS; Mitigate Risk; Strong Financial Health
Type: Full
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
CEO, Pace Community Action Agency
Learning Objectives:
1. Identify all the conference has to offer.
2. Explore how leaders are making impact during unprecedented times.
3. Identify tools to help you be resilient leaders.
Session Description:
In this opening session, Wipfli leaders will welcome you to our brand-new Virtual Training Experience and further dive into what to expect from this online event. In addition:
• You’ll hear from Denise Harlow, CEO of Community Action Partnership, about how human services meet and connect to community needs.
• We’ll highlight a couple of our clients and tell their stories of how they’ve been resilient in their communities and how they’ve been able to pivot to meet changing needs.
• Our keynote speaker, Dr. Bertha Proctor, will talk about leadership resiliency in 2020 — sharing takeaways about the importance of leadership and learning, how to be resilient and what actions you can take into the second half of 2020.
All in all, it’s going to be an energizing opening session that will set the tone for the rest of the Virtual Training Experience, highlighting opportunities and solutions to better enable you to impact today and spark tomorrow.
On demand
What You Need to Know If You Offer (or Are Thinking of Offering) A Retirement Plan to Your Employees
History: Updated
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • CEO/Executive Director
  • CFO
  • Finance Staff
  • HR Director
  • HR Staff
Tracks: Strong Financial Health
Type: Mini
Level: Overview
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 2
Trainers:
Principal, Human Capital Management
Learning Objectives:
1. Explore the different plan options available, including 401(k), 403(b) and 457(b) plans.
2. Discover the fiduciary responsibilities of offering a plan and how to minimize risk.
3. Review best practices with regard to plan design and administration.
Session Description:
Get a crash course on everything you need to know about offering a retirement plan to your employees, including the various plan types available to nonprofits/governmental entities and the advantages and disadvantages of each. Once you determine the best type of plan, we will dive into what you need to know about being a fiduciary and how to protect yourself and your organization. Finally, we will discuss best practices and avoiding pitfalls.
On demand
Wipfli Virtual Panel Q&A
History: New
Experience: All (All levels of experience)
Advanced Preparation: None
Field of Study: Specialized Knowledge
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CSBG/Org Standard
  • HR Director
  • HR Staff
  • Head Start
Tracks: Attract Talent & Build Leadership; Automate & Measure Performance; HC/Health Care/FQHC ONLY; Boards & Tribal Councils; HS/EHS; Mitigate Risk; Strong Financial Health
Type: Full
Level: Basic
Qualifies for Yellowbook?: No
Prerequisites: None
CPE Credits: 0
Trainers:
Director, Organizational Performance
Manager, Organizational Performance
Senior Technology Manager
Learning Objectives:
None
Session Description:
Nothing stays the same. We know that in the regulatory environment more than anyone. If you are part of an agency going through change (and who isn’t right now), we are in a consistent flux. During the conference one of the positive feedbacks we receive is the option to ask the trainers questions.

We are adding this session as an open forum for your questions and answers. We will explore how the regulations, guidance, auditing, reviews and more impact 2020 – and could impact 2021.

Please note: There will be no CPE offered for this session.