Date: 07/09/2012 9:00 - 11:00 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 2.0
Field of Study: Specialized Knowledge and Applications

Track: Pre-Conference
Type: Regular
Prerequisite: None
Trainers: Rich Ruvelson , Janet Johnson

Learning Objectives
1. Learn the basic differences between a nonprofit and a for-profit company.
2. Learn how to guide yourself around the conference.
3. Discuss and share our experiences while working for a nonprofit organziation.

Session Description
If this is your first position working for a nonprofit, this session will clarify the differences between working for a nonprofit and a for-profit organization. Discussion topics will include:
* Funding for a nonprofit
* Roles of Board of Directors and Executive Director
* Human Resources
* Tax
* Accounting
* Information Technology
* Fraud
* How a nonprofit makes a 'profit'

Date: 07/09/2012 9:00 - 12:00 pm
History: New
Level: Intermediate
Advanced Preparation: Have the budget module in Sage; come with current version of SFA loaded on laptop
CPE Credits: 3.0
Field of Study: Specialized Knowledge and Applications

Track: Sage Software
Type: Regular
Prerequisite: Have the budget module in Sage; come with current version of SFA loaded on laptop
Trainers: Maile Pa'alani

Learning Objectives
1. Prepare collaborative budgets in Sage 100 Fund Accounting.
2. Revise budgets that have already been prepared.
3. Learn how to set up the budget module for effective budget collaboration.

Session Description
Attend this HANDS-ON preconference session on preparing budgets in Sage 100 Fund Accounting. We will look at preparing collaborative budgets through the Executive View User, and how to revise already prepared budgets. You must have the current version of Sage 100 Fund Accounting loaded on your laptop with the budget module. We will be providing a common database for class use. Because the results will be on your machines, you can take them home with you. Register early, since space is limited so each participant can receive personal attention.

Date: 07/09/2012 9:00 - 12:00 pm
History: New
Level: Advanced
Advanced Preparation: None
CPE Credits: 3.0
Field of Study: Personnel/HR

Track: Organization Development/Leadership
Type: Regular
Prerequisite: Human Resource Leader
Trainers: Deb Pagel , Julia JohnsonSeth FinestackEileen Wallace

Learning Objectives
1. Learn how to create alignment with staff and strategy.
2. Gain understanding of how your vision needs to align with your strategy.
3. Creating strategies around outcomes of achievement regarding your goals and objectives.

Session Description
Alignment Equals Achievement! As a Senior Human Resources leader in your organization, how do you assure you are achieving your strategic goals and objectives? You align people, jobs and systems with the organization's vision. In this Human Resources Executive Session, specifically designed for highly experienced human resource professionals, we will focus on how to think about alignment of staff with strategy. One of the reasons so many strategic plans are never fully executed is because people, jobs, and systems are not aligned with the vision and the plan. In this interactive session we will talk about the power of vision and culture. We will discuss ways to help staff members see their critical roles in reaching strategic goals. We will walk through ways to analyze what is currently getting in the way of execution and achievement. And we will highlight approaches on how to align people to achieve your organization's desired outcomes. Join us in this session as we celebrate those unsung heroes leading HR!

Date: 07/09/2012 2:00 - 5:00 pm
History: New
Level: Advanced
Advanced Preparation: None
CPE Credits: 3.0
Field of Study: Personal Development

Track: Organization Development/Leadership
Type: Regular
Prerequisite: Organization Leader
Trainers: Steve Lipton , Multiple Trainers

Learning Objectives
1. Understand the process for creating better outcomes.
2. Learn best pratices.
3. Network with your peers.

Session Description
You are a leader. What is your role? How do you move your organization toward a successful future? How sure are you of that successful future? In sum, what are you (your organization) achieving?Last year in our Executive Session, we explored Execution; that is, how we get things done. This year, we are going to move past execution to Achievement. Achievement requires a few things: Superior Ability, Special Effort, and Great Courage We can all do things to make our community and organization better. I believe every leader is already doing these things. In this session, we are going to look at how to move past better to great, to achieve those things that leave a lasting legacy of positive change in your community and your organization. This is Achievement. During the session, you will be presented with some thoughts about achievement and a case study for you to work on in small groups. Each group will present its path to achievement for discussion and critique. At the end, attendees will leave with a better sense of how to get to achievement and have a few more tools to lead their organization to greatness. Please join your fellow leaders and our team of Wipfli experts as we explore this important topic.

Date: 07/10/2012 9:00 - 11:45 am
History:
Level: Overview
Advanced Preparation: None
CPE Credits: 3.0
Field of Study: Specialized Knowledge and Applications

Track:
Type:
Prerequisite: None
Trainers: Steve Lipton , Denes TobieKeynote Speaker: Michael JohnsonKeynote Speaker: David Bradley

Learning Objectives

Session Description
Join your peers, Wipfli professionals, and two very special guest speakers to kick-off the 13th Annual conference. This year we are pleased to have David Bradley, the Executive Director for the National Community Action Foundation and a leading voice for grant-funded programs, share his thoughts on where we are headed. We are also excited to bring Michael Johnson, the CEO of the Dane County Boys and Girls Club in Madison, WI, to our conference to provide a unique perspective on building community partnerships that will diversify and strengthen our organizations. Each of these speakers have developed a national reputation as thought leaders who can help us achieve what we need to succeed. Of course, it wouldn't be an opening session without a regulations update and what's new for our organizations discussion led by Denes Tobie, a Wipfli partner who leads our training practice. Denes will cover the latest news and changes you need to be aware of. And finally, Steve Lipton, a Wipfli partner who leads our Nonprofit and Government practice, will provide an update on the Achievement discussion and results from the pre-conference Executive Leadership session.Don't miss this important session that helps set the tone for a week of intense learning.

Date: 07/10/2012 1:30 - 5:00 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: Not Applicable
Field of Study: Personal Development

Track: Organization Development/Leadership
Type: Regular
Prerequisite: None
Trainers: David Bradley

Learning Objectives
1. Understand activities happening to help organizations succeed.
2. Learn how other organizations are adapting to the new environment.

Session Description
Here's your chance to learn the future of community action from one of the experts, David Bradley. David will be available to take your questions and share his thoughts and experience. Those registered for the session will be able to submit questions in advance. Please join David for this unique experience.

Date: 07/10/2012 1:30 - 5:00 pm
History: New
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Computer Science

Track: Technology
Type: Regular
Prerequisite: Recommended for IT Related Roles such as IT Managers, CIO, Network Engineer or Systems Administrators
Trainers: Mark Burger , Don Emery

Learning Objectives
1. Learn about the history of backup and disaster recovery solutions and new technologies available today.
2. Learn how we can implement these new solutions and be creative, to help maximize your capablities yet keep costs down.
3. Review policies and procedures that should be in place to help govern the backup and DR solutions we've developed.

Session Description
In this session, we'll look at backup and disaster recovery solutions for your organization. We'll analyze the current tools, how these tools have changed recently, and what it will take for us to implement those changes. We'll look at how we can be working with other agencies and our vendors to help develop solutions that allow us to minimize downtime while keeping costs at a minimum. We'll also review best practices and procedures to help you effectively manage your disaster recovery plan.

Date: 07/10/2012 1:30 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Computer Science

Track: Risk
Type: Regular
Prerequisite: None
Trainers: Bob Cedergren , Paul Johnson

Learning Objectives
1. Identify Information Technology security-related threats.
2. Learn about tools and technologies for addressing security weaknesses.
3. Learn how to develop a security awareness plan.

Session Description
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 session, participants will learn the latest security threats to nonprofit organizations. We will explore approaches to closing vulnerabilities in your computing environment and will cover, in depth, the development and delivery of a staff education plan, including safe computing measures. We will also develop an initial security awareness plan.

Date: 07/10/2012 1:30 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Accounting

Track: Finance/Accounting/Tax
Type: Regular
Prerequisite: None
Trainers: Karl Eck

Learning Objectives
1. Learn proven methods to generate profit within a nonprofit.
2. Learn how to effectively manage your organization to generate profits.
3. Interactively generate ideas to run your organization more effectively.

Session Description
First, we will provide an overview of the tools necessary to successfully operate a grant-funded nonprofit organization like a business. The topics of this session will include: guidelines and ratios for determining financial health, methods of generating unrestricted funds in a grant-funded environment, an overview of how to read financial statements, how to tell if your audit is effective, the role of an audit committee, and corrective action for management letters and audit findings. Then, there will be an opportunity for participants to brainstorm new business ideas for an interactive discussion between participants and the trainer.

Date: 07/10/2012 1:30 - 5:00 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Sage Software
Type: Regular
Prerequisite: None
Trainers: Peggy Farah , Maile Pa'alani

Learning Objectives
1. Review recent changes in Sage 100 Fund Accounting.
2. Explore potential future updates to the software.
3. Discover tips and tricks to help optimize your use of the system.

Session Description
Learn what new and exciting updates are happening with the Sage Fund Accounting software system at this User Group session. We will review recent changes and look at what may be on the horizon for future upgrades to the software. We will also highlight some tips and tricks to help optimize your use of the system.

Date: 07/10/2012 1:30 - 5:00 pm
History: New
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5.
Field of Study: Personal Development

Track: Organization Development/Leadership
Type: Regular
Prerequisite: Experience in a Leadership role
Trainers: Seth Finestack , Eileen Wallace

Learning Objectives
1. Learn why a planning process is more effective than a strategic plan document.
2. Gain knowledge in designing and implementing a solid process for your organization or program.
3. Learn steps, techniques, and tools to apply throughout the process to increase strategy execution.

Session Description
Strategic planning takes leadership, vision, objectivity, commitment, collaboration, and a heavy dose of creativity-all qualities you and your agency possess! Unfortunately, the ability to harness these ingredients and capture your most critical goals is something most agencies don't execute well. Join this updated session to learn about the critical steps and pieces of best practices for strategic planning efforts. We will also share tips and tactics for making strategic plans carry through to action and results.

Date: 07/10/2012 1:30 - 5:00 pm
History: Updated
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Head Start/Early Head Start
Type: Regular
Prerequisite: Directly work with Head Start
Trainers: John Hemming

Learning Objectives
1. Learn about the basics of in-kind and all of the requirements.
2. Learn about the different types of in-kind, with tips on how to generate more in-kind.
3. Learn the specifics of in-kind policy clarifications and the common pitfalls to avoid pertaining to in-kind.

Session Description
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 nonfederal in-kind
* How to decide if a contribution is allowable nonfederal in-kind
* Where the most amount of nonfederal match is missed
* Documenting all in-kind

Date: 07/10/2012 1:30 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Management Advisory Services

Track: Management Best Practices
Type: Regular
Prerequisite: None
Trainers: Janet Johnson

Learning Objectives
1. Learn federal regulations that address cash management.
2. Understand how to design internal controls in your cash processes.
3. Learn ideas for streamlining your cash processes.

Session Description
We will cover 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 drawdowns
* Management of accounts and receivables and collections, including use of accounts receivable software
* Employee receivables and travel advances
* Accounting for grants, income, and receivables
* Bank reconciliations
* Use of line of creditOur focus will include effective internal controls, and we will give you many examples and will refer to the federal regulations that address cash management. There will also be time for your questions. Please join us for this session to get ideas on process streamlining and improved internal controls that you can apply immediately.

Date: 07/10/2012 1:30 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Taxes

Track: Finance/Accounting/Tax
Type: Regular
Prerequisite: None
Trainers: Rich Ruvelson

Learning Objectives
1. Understand the requirements for tax exemption under Internal Revenue Code Section 501(c )(3)'s organizational and operations tests.
2. Understand the factors of the operations test.
3. Understand how to obtain and maintain tax-exempt status under IRC Section 501(c )(3).

Session Description
This session will take you through the fundamentals of tax-exempt status. This is important for the purposes of obtaining both tax exemption and maintaining it. We will discuss exempt purpose, private inurement, lobbying and political activity rules, and unrelated business income tax and intermediate sanctions.

Date: 07/10/2012 1:30 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Personnel/HR

Track: Human Resources
Type: Regular
Prerequisite: None
Trainers: Deb Pagel , Julia Johnson

Learning Objectives
1. Learn what is meant by internal equity and how to evaluate each position.
2. Learn what external data is appropriate for your organization and how to use the information to develop minimum, mid-point, and maximum pay ranges.
3. Develop a compensation plan for your organization that pays employees competitively and ensures the organization is spending its payroll budget wisely.

Session Description
Compensation plans must be in compliance with federal regulations and state and federal labor laws, but they must also reflect your organization's mission and values and be carried out as efficiently and effectively as possible. This session will address compensation from plan design through execution, specifically covering:
* Compensation in federal regulations
* Compensation philosophy
* Suggestions for, and examples, of plans that are in compliance and support your mission and vision

Date: 07/10/2012 1:30 - 5:00 pm
History: New
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Risk
Type: Regular
Prerequisite: Board members or senior management responsible for organizational leadership.
Trainers: Mike Yankunas

Learning Objectives
1. Learn a methodology to identify organizational risks.
2. Understand the role Directors play in managing risk.
3. Learn the key requirements for successful risk management.

Session Description
In this session, participants will learn a methodology that can be used to identify major risk elements present in their organizations. Participants will also learn the importance of the Board of Directors' involvement in all phases of risk management. Finally, we will discuss the responsibilities and the leadership that must be present for a risk management program to be successful.

Date: 07/11/2012 8:15 - 11:45 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Computer Science

Track: Technology
Type: Regular
Prerequisite: Recommended for IT Related Roles such as IT Managers, CIO, Network Engineer or Systems Administrators
Trainers: Mark Burger

Learning Objectives
1. Learn ways to become more efficient with technologies and processes within your infrastructure.
2. Review available technologies such as virtualization and hosting and how they can save on costs.
3. Understand how to work with other agencies or look at outsourcing/rightsourcing as a cost-savings measure.
4. Understand how to present your cost savings to the organization.

Session Description
Efficient processes and technology can save your organization time and money. This session will cover technologies such as virtualization and hosting, and solutions to allow for desktop centralization and remote computing. We'll discuss ways to work with other agencies to reduce overhead, and how outsourcing/rightsourcing can be a good thing. We'll finish with a look back at everything discussed and provide tips to present the cost savings to the organization.

Date: 07/11/2012 1:30 - 5:00 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Computer Science

Track: Technology
Type: Regular
Prerequisite: None
Trainers: Bob Cedergren , Mark Burger

Learning Objectives
1. Explore hosted-environment benefits.
2. Understand which product solutions can and should move to a hosted environment.
3. Learn when is the best time to move to a hosted solution.
4. Learn the risks of moving to a cloud solution and management's responsibility for managing cloud relationships.

Session Description
Hosted solutions are now becoming more feasible, cost-effective, and reliable in comparison to in-house approaches. From co-locating servers to the 'cloud,' we'll explain the terms and show examples of how these technologies can support your organization and allow better collaboration. We'll identify options for moving to a hosted environment and explore what to consider and the best time to make a change. We will also identify the risks with moving to a cloud solution, including management's responsibilities for oversight and managing the cloud implementation.

Date: 07/11/2012 8:15 - 11:45 am
History: New
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track:
Type: Regular
Prerequisite: An understanding of the requirements for HR and Payroll processing functions
Trainers: Deana Dearry

Learning Objectives
1. Learn the functional features available in workforce solutions.
2. Learn the benefits of implementing time and attendance automation within an organization.
3. Learn how to leverage automation to meet today's compliance challenges and payroll hot topics.

Session Description
Workforce Management is more than just payroll of course, but it's highly likely that Payroll represents your Agency's greatest expense. It also represents its greatest asset! Implementing the right Workforce Management solution will empower your team to do more with less paper and have better pro-active information! Our session will begin with views of Workforce Management from three perspectives - the employee experience, transactional processing and strategic thought behind the process. Best practices will be presented along with suggestions for process improvements and factors to consider when making changes to existing processes. You can move beyond the 'we've always done it this way' challenge! Participants will gain an understanding of how to adapt solutions to their particular employee population and 'culture', and be armed with tools to make the case and successfully implement Workforce Management solutions. We'll review multiple data collection options and cover some of the common Payroll 'hot topics' and compliance challenges many nonprofits face today. We'll complete the session - and the Workforce Management picture - by detailing features to consider, reporting needs and how to incorporate an HRMS, Accounting or Payroll system into your complete solution.

Date: 07/11/2012 8:15 - 11:45 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Computer Science

Track: Technology
Type: Regular
Prerequisite: None
Trainers: Don Emery

Learning Objectives
1. Obtain the ability to perform a self-assessment of current IT systems.
2. Understand how to manage a technology environment, including vendors.
3. Understand Cloud computing, virtual networks, hosted services, and fully managed computing environments and how these are being used in today's nonprofits.
4. Understand technology transitions and upgrade planning and how to plan and prepare for this change.

Session Description
It can be challenging to be responsible for coordinating technology in your organization when you do not have a technology background. You may be working to answer questions such as: 'Do we need an e-mail server, or is there someone who can host our e-mail environment? How can we securely store information off-site? With our servers and computers getting older, what is the best strategy for replacing them? How do I know if my IT investment is working the way it should?' This session will answer these questions and many more!

Date: 07/11/2012 8:15 - 11:45 am
History: Updated
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Sage Software
Type: Regular
Prerequisite: Sage Fund Accounting User
Trainers: Peggy Farah

Learning Objectives
1. Discuss how to configure and use the Sage 100 Fund Accounting internal report writer.
2. Discover how to customize analyse and financial reports.
3. Explore using the Drill Down feature to view detailed transaction information.

Session Description
Do you find yourself exporting reports from your Sage Fund Accounting system to Microsoft Excel to sort or format the data? Attend this updated session to learn how to configure reports using the Sage Fund Accounting internal reporting features to get at just the information you need. Participants will learn how to customize analyse and financial statement reports directly from the software system and how to drill into the detail behind financial statements to investigate the source transactions that make up the report balances.

Date: 07/11/2012 8:15 - 11:45 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Personal Development

Track: Organization Development/Leadership
Type: New
Prerequisite: None
Trainers: Seth Finestack , Deb Pagel , Steve Lipton , Brian Angus

Learning Objectives
1. Review why community, agency, and board engagement is crucial for success.
2. Learn principles, approaches, and applicable tools for creating engagement opportunities at all levels.
3. Hear recent examples of this process and be able to ask a Wipfli Transformation client and his consultants questions.

Session Description
Engagement can be defined as a willingness to go above and beyond assigned duties to advance a mission, achieve a shared goal, or reach a shared vision. Are you surrounded by fully engaged people? With today's complex challenges, you need every leader to be an engaged one. If you are working through agency or program transformation, engaging the community, your staff, and key partners is likely job number one. Attend this updated session to hear from our consultants and a Wipfli Transformation client as they describe and explore the practices and tactics they used to create a newly engaged community.

Date: 07/11/2012 8:15 - 11:45 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Taxes

Track: Finance/Accounting/Tax
Type: Regular
Prerequisite: None
Trainers: Kristen Hager

Learning Objectives
1. Understand the significance of Form 990 to your organization.
2. Understand the rules behind particular questions and the impact of particular answers.
3. Understand the information that you are required to provide to your tax return preparer.

Session Description
Effective for years ending December 31, 2008, and thereafter, the IRS significantly revised Form 990. In 2011 the IRS issued final regulations with respect to the Form. If you are not already familiar with Form 990, or you desire a refresher, this course is for you. This session will familiarize you with some of the key considerations for the revamped Form 990 to get you ready to file. Come to this session to learn the answers to the following questions:
* What changes have been made to the Form, and how will they affect my organization and me in my role?
* What are all those questions on the Form, and what do they mean to my organization?
* Where do I report our 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.

Date: 07/11/2012 8:15 - 11:45 am
History: New
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Head Start/Early Head Start
Type: Regular
Prerequisite: Head Start Management Background
Trainers: Janet Johnson

Learning Objectives
1. Learn how the new Protocol is different from prior years.
2. Learn how to use the Protocol to improve operations.
3. Learn what many of the questions are specifically addressing.
4. Learn where in the regulations these requirements come from.

Session Description
Do you have a Head Start or Early Head Start monitoring review coming up? If so, you need to get up to speed on the 2012 Monitoring Protocol, which the Office of Head Start released in October 2011. If you aren't due for a monitoring visit, this is still a valuable document because every Head Start and Early Head Start program is required to self-monitor in order to maintain sound management. And don't forget that OHS is making more surprise visits, so you can't be sure you won't have a review. Join us for this session to learn what's changed and how to get ready for your monitoring visit. We will review the documents, questions, and people who will need to be involved in four sections of the Protocol: 1) Program Governance 2) Management Systems 3) Eligibility, Recruitment, Selection, Enrollment and Attendence (ERSEA) 4) Fiscal Integrity. Let us introduce you to the 2012 Monitoring Protocol so you can successfully perform self-monitoring and prepare for your review.

Date: 07/11/2012 8:15 - 11:45 am
History: Updated
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Personnel/HR

Track: Human Resources
Type: Regular
Prerequisite: Supervisory Experience
Trainers: Julia Johnson

Learning Objectives
1. Gain an understanding of the different approaches to solving people problems.
2. Discuss common people challenges.
3. Review a proven problem-solving methodology.
4. Practice the methodology on actual people challenges.

Session Description
Leaders in organizations are often called upon to solve any number of people problems and often without the benefit of having all the facts or an effective methodology for doing so. The pace at which leaders are asked to move can sometimes cause 'premature solution syndrome,' which is taking an action on the basis of partial knowledge and/or becoming the owner of a situation that isn't theirs to own simply because of the pressures to get it done. In this highly interactive session, leaders will learn an empowering methodology to assist them in solving people problems. First, tried and true principles and processes. Second, a roll-up-the-sleeves exercise to experience firsthand how to apply and witness the resulting effectiveness of these principles. Leaders will leave with a new set of skills to enable them to make an immediate impact back in the organization.

Date: 07/11/2012 8:15 - 11:45 am
History: New
Level: Advanced
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Accounting

Track: Accounting/Finance/Tax
Type: Regular
Prerequisite: Fiscal background
Trainers: Karl Eck

Learning Objectives
1. Determine how to evaluate the financial expertise of your Board.
2. Review what type of reports should be presented to the Board.
3. Learn tips and recommendations of how to address the Board.

Session Description
We will discuss how to evaluate the financial experience and knowledge of the Board, and how to customize reports to that knowledge. We will discuss how to not overwhelm the Board with finances, but to highlight the key areas and how to do it in a way to keep them engaged and interested. If your systems aren't user friendly, or don't provide workable reports, are you providing the best information to the Board? Probably not, that is why we will also discuss how to evaluate your current software and accounting process. This will help you to determine if the information you give the Board is accurate and timely.

Date: 07/11/2012 8:15 - 11:45 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Auditing

Track: Finance/Accounting/Tax
Type: Regular
Prerequisite: NPO Fiscal Background
Trainers: Denes Tobie

Learning Objectives
1. Understand the definition of internal control findings.
2. Learn how an auditor determines the severity of a finding.
3. Learn how findings impact the organization and how they are communicated.

Session Description
Join us for this updated session to discuss SAS 115: Communicating Internal Control Related Matters Identified in an Audit. SAS 115 revised the definitions of the terms 'material weakness' and 'significant deficiency' that had been previously established in SAS No. 112. We will cover SAS 115 established standards and provide guidance on communicating matters related to an entity's internal control over financial reporting identified in an audit of financial statements, including how SAS 115 would affect that communication. The following are some of the changes resulting from the issuance of SAS 115:
* 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.
* Specific significant deficiencies and material weaknesses communicated in previous years need to continue to be communicated as long as those deficiencies continue to exist. Attend this session to see how these and other aspects of SAS 115 may affect your organization.

Date: 07/11/2012 8:15 - 11:45 am
History: Updated
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Risk
Type: Regular
Prerequisite: Senior management or operational managers responsible for design, implementation or monitoring of internal controls and other risk factors.
Trainers: Mike Yankunas , Marc Courey

Learning Objectives
1. Identify fraud schemes that could impact your organization.
2. Learn internal control opportunities that can help mitigate your organization's risk of becoming a fraud victim.
3. Learn additional ways your organization can manage potential fraud risks.

Session Description
This highly regarded session returns with an updated emphasis on actual examples of fraud schemes that have been perpetrated. We will discuss the internal controls that failed, the steps necessary to eliminate these control weaknesses, and the various costs associated with making these system changes.

Date: 07/11/2012 1:30 - 5:00 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Computer Science

Track: Technology
Type: Regular
Prerequisite: None
Trainers: Don Emery , Paul Johnson

Learning Objectives
1. Learn the uses for social media technologies and the differences of each.
2. Learn how to properly set up accounts for the most popular technologies (Facebook, LinkedIn, Twitter, and Google+) and maximize the use of each.
3. Identify the risks of using social media and learn about the steps to take to keep your organization safe.

Session Description
We all know the term 'Social Media' and could go out and create a Facebook or LinkedIn page, but are we utilizing it to its maximum potential? This session will walk through the technologies of Facebook, LinkedIn, Twitter, etc. and show what we can do within them to gain exposure with clients, vendors, etc. We'll also talk about the risk management side and how to ensure these technologies stay safe for our organization.

Date: 07/11/2012 1:30 - 5:00 pm
History: New
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Sage Software
Type: Regular
Prerequisite: Sage Fund Accounting User
Trainers: Peggy Farah , Eileen Wallace

Learning Objectives
1. Review the varied purposes of the budget process as a tool for nonprofit management.
2. Discuss the opportunities and challenges around collaborative budgeting.
3. Explore tools to facilitate collaborative budgeting.

Session Description
Budgets link financial leaders and program leaders in an organization. Nonprofit organizations frequently have multiple budgets pertaining to the various activities they perform? An agency-wide budget for the fiscal year helps the Board and CEO manage the overall operation of the organization. Individual grant or project budgets guide program directors in achieving the goals of specific activities. These budgets may have fiscal periods that do not align with the organization's fiscal year. In addition, an organization may choose to prepare a budget on some other basis, such as location or department budgets. Managing all of these different budgets can present a significant challenge to an organization's financial management team. In this session, we will explore the various types of budgets a nonprofit organization may prepare, some of the tools that are available to help prepare and manage these budgets, and the importance of budgets as a communication tool for nonprofit staff members, both financial and nonfinancial.

Date: 07/11/2012 1:30 - 5:00 pm
History: Updated
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Auditing

Track: Finance/Accounting/Tax
Type: Regular
Prerequisite: Accounting/Finance experience
Trainers: John Hemming

Learning Objectives
1. Learn why internal controls play a vital role in running an organization.
2. Learn about key areas that organizations should focus on related to internal controls.
3. Learn about good internal controls and common pitfalls to avoid surrounding internal controls.

Session Description
This session will focus on how an auditor analyzes internal controls throughout the audit process. We will specifically cover internal control 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 suggestions for fraud prevention in these areas.

Date: 07/11/2012 1:30 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Management Advisory Services

Track: Management/Best Practices
Type: Regular
Prerequisite: None
Trainers: Janet Johnson

Learning Objectives
1. Gain an understanding of federal procurement regulations.
2. Learn efficient methods for procuring what you need and staying in compliance.
3. Learn internal controls for the procurement process.

Session Description
Federal regulations for procurement are long and complex. Not surprisingly, procurement is one of the topics we are questioned about most. For example, we get questions about requirements for competition and price comparisons, sole-sourced procurements, etc. ARRA's increased emphasis on transparency and accountability, as well as confusion over 'buy American,' has also complicated procurement. This updated session will give you the tools and information to manage procurement effectively while staying compliant with federal regulations. Internal controls will be highlighted throughout the session, and we'll give you lots of examples. There will also be time for your questions. Plan to attend to learn about easy-to-implement, practical procurement methods.

Date: 07/11/2012 1:30 - 5:00 pm
History: Updated
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Personnel/HR

Track: Organization Development/Leadership
Type: Regular
Prerequisite: Experience in an HR Leadership role
Trainers: Julia Johnson , Seth Finestack

Learning Objectives
1. Create understanding of the importance and components of succession management.
2. Self-assess the current state of your organization's talent.
3. Identify key succession management planning and implementation cornerstones.
4. Explore barriers to effective succession management.

Session Description
Succession management is the systematic and defined process to ensure continuity for all key positions by identifying and developing employees within the organization. It is important to understand that succession isn't reserved exclusively for the top management positions but should incorporate other critical roles and responsibilities needed now and in the future. Succession management is very future-focused and is most effective when aligned with the strategic plan. In this session, you will learn the importance of succession management and approaches to take in developing, enhancing, and sustaining succession plans.

Date: 07/11/2012 1:30 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Accounting

Track: Finance/Accounting/Tax
Type: Regular
Prerequisite: None
Trainers: Stephanie Cavadeas

Learning Objectives
1. Learn the differences between GAAP and other forms of financial statements.
2. Learn how to adjust your books to be in accordance with GAAP.
3. Learn what type of footnotes should be included in the audit.

Session Description
This session is designed to teach grant-funded organizations how to prepare financial statements in accordance with GAAP. Topics covered include the Schedule of Expenditures of Federal Awards, basic financial statements, typical financial statement disclosures, specific conflicts between GAAP and grant accounting, and tips on how to research and record difficult accounting issues properly. During this session, we will review:
* The codification of GAAP and how to research tricky accounting issues
* Basic GAAP concepts that appear in most nonprofit financial statements
* Supplemental schedules and reports that are not required under GAAP, but are applicable to most grant-funded organizations
* Areas where nonprofit agencies usually get tripped up when preparing financial statements

Date: 07/11/2012 1:30 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Personnel/HR

Track: Human Resources
Type: Regular
Prerequisite: None
Trainers: Deb Pagel

Learning Objectives
1. Understand the components of a functional Human Resource Policies and Procedure Manual.
2. Help ensure compliance with the many federal and state regulations.
3. Learn how to create or update your Human Resources Policies and Procedures.
4. Learn how to create or update your Employee Handbook.

Session Description
Most organizations have some form of a policy and procedures manual. These policies and procedures run the gamut from long, detailed, all-inclusive manuals that are not user-friendly to an accumulation of memos, e-mails and sticky notes that never officially make it to a manual. During this session, we'll leverage Wipfli's Model Human Resources Policies and Procedures to teach you the components of a functional Policies and Procedures Manual that will ensure compliance with OMB Circulars and federal and state regulations. We will take a common-sense approach to showing you how to create or update policies and procedures that promote consistency in dealing with employee and organizational matters. From the Policies and Procedures Manual, we will help you create an effective Employee Handbook. This important communication tool can promote good employee relations, provide a ready reference for employees and supervisors, encourage consistency in policy administration, and demonstrate compliance with applicable laws. If prepared improperly, however, an Employee Handbook can pose significant legal challenges. Poorly written policies, not aligned with organizational procedures and practices, or policies omitting or misrepresenting employment laws increase an organization's risk and expo...

Date: 07/11/2012 1:30 - 5:00 pm
History: New
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Personal Development

Track: Organization Development/Leadership
Type: Regular
Prerequisite: Basic Knowledge of Strategy Creation and Implementation
Trainers: Steve Lipton

Learning Objectives
1. Understand the ideal organization model.
2. Learn about current methods to be more effective.
3. Understand a process for moving your organization toward the ideal model.

Session Description
What if you were starting a new organization today? What if you were not burdened by the baggage of the'way we've always done things' and had the opportunity to pick your own team? Using an interactive case study approach, we are going to walk down the road of starting a new organization. We will start with a community need. From that need, we will build the systems required to deliver solutions. Looking at all facets of the organization (HR, Finance, Program, Technology), we will discover together the organization of the future-only it's really the organization of today. At the end, we will introduce a method for you to use to understand how to discover the gaps between where your organization is today and where it could be.

Date: 07/11/2012 1:30 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Head Start/Early Head Start
Type: Regular
Prerequisite: None
Trainers: Denes Tobie

Learning Objectives
1. Understand the requirements as they relate to eligibility.
2. Learn what is and is not included in the definition of income for a family.
3. Review policy clarifications to help insure interpretation of the regulations.

Session Description
In light of all of the recent events in the Head Start world, ensuring accurate enrollment and eligibility are keys to a program's success. Now is the time to review the Head Start and Early Head Start income eligibility requirements, as you are starting next year's enrollment activities and designing next school year's staff training. 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 Improving Head Start for School Readiness Act relating to income eligibility, including:
* Homeless children
* Families with income between 100% and 130% of the poverty guidelines
* Military pay that can be included
* Enrollment reporting and more

Date: 07/11/2012 1:30 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Risk
Type: Regular
Prerequisite: None
Trainers: Mike Yankunas , Marc Courey

Learning Objectives
1. Identify control weaknesses that expose your organization to the risk of becoming a fraud victim.
2. Learn how actual fraud investigations develop and 'play out.'
3. What to do, and not do, to achieve the best results when your organization is victimized.

Session Description
Want to become a fraud investigator? Here's your chance. Participants work together to uncover the control weaknesses in our fictitious grant-funded organization, resulting in an understanding of how the fraud was perpetrated. You will have the opportunity to identify the perpetrator through a series of interviews, ithrough nspection of various documents, and by applying the information gained in understanding the weaknesses present in the organization.

Date: 07/12/2012 8:15 - 11:45 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Accounting

Track: Finance/Accounting/Tax
Type: Regular
Prerequisite: None
Trainers: Karl Eck , Randy Beard

Learning Objectives
1. Learn about new accounting standards.
2. Learn about new auditing standards.
3. Learn how these new standards apply to you.

Session Description
Formerly known as GAAP Update, this session has been expanded to include auditing standards updates. You don't have to be a CPA to understand GAAP and auditing standards! This updated session is designed to present new and proposed accounting and auditing standards in an easy-to-understand format. Attend this session and learn what new disclosures should be in your financial statements and what new standards your auditors are following.

Date: 07/12/2012 8:15 - 11:45 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Technology
Type: Regular
Prerequisite: None
Trainers: Peggy Farah

Learning Objectives
1. Gain an understanding of the variety of constituents and their related information management needs.
2. Gain an understanding of the process improvement opportunities available through integrated constituent relationship management (CRM) systems.
3. Identify CRM system options available to nonprofit organizations.

Session Description
Nonprofit organizations have relationships with a wide variety of constituents. Often these relationships are managed in multiple software systems by individual departments within the organization.This session will look at the process improvement, regulatory, and development implications of having an application or system that helps us manage all of our donors, vendors, clients, and volunteers within a single system.

Date: 07/12/2012 8:15 - 11:45 am
History: New
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Personal Development

Track: Organization Development/Leadership
Type: Regular
Prerequisite: Experience in a Leadership role
Trainers: Seth Finestack , Dave Globig , Eileen Wallace

Learning Objectives
1. Understand the critical success factors in merging organizations and programs.
2. Learn a detailed approach for pre-merger planning and due dilligence.
3. Understand what makes up a good merger deal.
4. Learn what makes post-merger integration successful.

Session Description
Merging programs or agencies to create new opportunities is becoming an important option in today's nonprofit environment. By joining forces, your organization may be able to build upon a solid track record, share expensive resources, broaden your reach to new communities, or maybe even save a program. If you have never merged groups of people, systems, and their assets before, you probably have heard that it is a big effort. Attend this session to demystify the merger and consolidation process. We will walk through Wipfli's new Merger Toolkit from beginning to end. Participants will have an opportunity to get questions answered, no matter where you are in your approach to mergers.

Date: 07/12/2012 8:15 - 11:45 am
History: Updated
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Auditing

Track: Finance/Accounting/Tax
Type: Regular
Prerequisite: Be an Executive Director, Board Member, or Fiscal Director
Trainers: John Hemming

Learning Objectives
1. Learn about all of the components that go into a complete set of financial statements.
2. Learn about key financial indicators to access your financial viability.
3. Interactively learn about potential red flags when looking at financial information.

Session Description
If improving your Board's and management team's understanding of your audited financial statements is a goal, then don't miss this updated session. Board members, Executive Directors and Fiscal Officers should participate in this session for an in-depth look at audited financial statements completed in accordance with OMB Circular A-133 reporting requirements. A complete set of audited financial statements will be analyzed from beginning to end. Learn what is required to be included and what you should be looking for in your statements.In addition, beyond every aspect of the audited financial statements being discussed and analyzed, this session will include an interactive session where the financial results of an agency over a five-year period are analyzed.

Date: 07/12/2012 8:15 - 11:45 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Personnel/HR

Track: Human Resources
Type: Regular
Prerequisite: None
Trainers: Julia Johnson , Eileen Wallace

Learning Objectives
1. Understand the purpose and importance of an HR Review.
2. Determine when a review should be conducted.
3. Explore how to prepare for and identify functions for review.
4. Identify who should conduct the review.

Session Description
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

Date: 07/12/2012 8:15 - 11:45 am
History: New
Level: Advanced
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Sage Software
Type: Regular
Prerequisite: Worked with SFA for a year
Trainers: Maile Pa'alani

Learning Objectives
1. Discuss the potential reasons for importing information into the Sage 100 Fund Accounting system.
2. Review types of data and transactions that can be imported into Sage 100 Fund Accounting.
3. Examine the necessary steps to import data and transactions into the system.

Session Description
Do you need to bring in transactions like journal entries from another source such as an external payroll provider? Do you want to import your time sheet information into the payroll module of Sage 100 Fund Accounting? In this new session, we will look at creating definition files to bring in data from other sources through the data import module, rather than risking 'fat finger errors' by retyping everything.

Date: 07/12/2012 8:15 - 9:50 am
History: Updated
Level: Overview
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Personnel/HR

Track: Human Resources
Type: Mini
Prerequisite: None
Trainers: Deana Dearry

Learning Objectives
1. Review new features and the product roadmap.
2. Connect with other TimeStar users.
3. Experience a question and answer opportunity.

Session Description
Come and join our third annual TimeStar Users Group with your peers, for interactive reviews and discussions!
See the new TimeStar screens and enhanced functionality including:
* Mobile device support
* Timesheet/worksheet templates
* New reporting options
* Finger biometric and low-cost biometric clock solutions
Learn about new interface options for Payroll and HRMS and participate in facilitated a Question and Answer session with TimeStar grant-funded program experts and your peers!
We encourage new and advanced TimeStar users to attend.

Date: 07/12/2012 8:15 - 9:50 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Specialized Knowledge and Applications

Track: Head Start/Early Head Start
Type: Mini
Prerequisite: None
Trainers: Tammy Jelinek

Learning Objectives
1. Understand the history of parent involvement in the HS/EHS program.
2. Understand how parents can benefit the HS/EHS program.
3. Learn ways to excite and engage parents to increase involvement in HS/EHS programs.

Session Description
Parents play a key role in the HS/EHS program. During this session, participants will learn how to engage, or re-engage, parents and volunteers in the program. Together, we will discuss the history of parent involvement in the HS/EHS program since day one. We will discuss how parents are currently involved in programs, and explore ways parents can be advocates for the program.

Date: 07/12/2012 8:15 - 9:50 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Personal Development

Track: Organization Development/Leadership
Type: Mini
Prerequisite: None
Trainers: Michael Johnson

Learning Objectives
1. 2.3.

Session Description

Date: 07/12/2012 8:15 - 9:50 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Computer Science

Track: Technology
Type: Mini
Prerequisite: None
Trainers: Steve Lipton , Don Emery

Learning Objectives
1. Discuss trends being seen in organizations and the technologies being implemented.
2. Learn about the Top 10 technologies to be aware of for the next 24 months.

Session Description
We're looking into the magic crystal ball to develop this session! Not really, but we'll be presenting the Top 10 technologies that you need to be aware of in the next 24 months based on trends we've been tracking. Some of the solutions your probably aware of but don't know if they're worth the investment. Others will be brand new to you. Either way, join us to find out what you should be thinking about in the coming months to stay ahead of the curve.

Date: 07/12/2012 8:15 - 9:50 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Finance

Track: Finance/Accounting/Tax
Type: Mini
Prerequisite: None
Trainers: Lisa Desotelle

Learning Objectives
1. Learn the basics of creating a budget.
2. Learn the timeline of when the budget should be prepared.
3. Learn common mistakes and traps people fall into when preparing a budget.

Session Description
During this session, we will go over the basics of budgeting for people new to the process. We will discuss common budgeting practices and mistakes and will walk through a case study on how to budget for a multi-program organization. When we are done, you will have a working knowledge of the importance of the budgeting process, how to design the budgeting process to run smoothly, and practical budgeting tips and tricks.

Date: 07/12/2012 8:15 - 9:50 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Taxes

Track: Finance/Accounting/Tax
Type: Mini
Prerequisite: None
Trainers: Rich Ruvelson

Learning Objectives
1. Understand the IRS' current efforts to bring about compliance.
2. Understand the factors to be considered in classifying your workers.
3. Understand the risks of noncompliance.

Session Description
The IRS has become aggressive in its efforts to reclassify independent contractors as employees. As part of this effort, the IRS has initiated the 'Voluntary Classification Settlement' program. This session will update you with respect to the status of the rules in this area, as well as the IRS' most recent compliance efforts.

Date: 07/12/2012 10:10 - 11:45 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Management Advisory Services

Track: Technology
Type: Regular
Prerequisite: None
Trainers: Bob Cedergren , Deana Dearry

Learning Objectives
1. Understand the IRS' current efforts to bring about compliance.
2. Understand the factors to be considered in classifying your workers.
3. Understand the risks of noncompliance.Session Description:

Session Description
The IRS has become aggressive in its efforts to reclassify independent contractors as employees. As part of this effort, the IRS has initiated the 'Voluntary Classification Settlement' program. This session will update you with respect to the status of the rules in this area, as well as the IRS' most recent compliance efforts.

Date: 07/12/2012 10:10 - 11:45 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Computer Science

Track: Technology
Type: Mini
Prerequisite: None
Trainers: Steve Lipton

Learning Objectives
1. Understand new technologies.
2. Understand how to apply these techologies.
3. Learn about improving productivity.

Session Description
Last year we had a little fun in this session answering questions like: Should I buy an iPad? Steve, what phone should I get? What apps are you using? How do I use this thing? I love these questions and talking about all the cool things that can be done with the way-too-many gadgets I've purchased. Yes, I'm addicted. And, I'm happy to say, many people like to take advantage of my addiction. So, why not do this session again?Well, here it is. In this session, I will walk through many of the personal productivity technologies I've 'discovered,' explaining how I use them and how I think they can help you. I'll cover smartphones, PCs, Ultrabooks, Tablets, and some of my favorite applications. I'll also share some of the sources I use to find these things. We'll have some fun and even learn some ways to work smarter (or at least be smarter than a Smart TV!).

Date: 07/12/2012 10:10 - 11:45 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Specialized Knowledge and Applications

Track: Finance/Accounting/Tax
Type: Mini
Prerequisite: None
Trainers: Tammy Jelinek , Alicia Cameron

Learning Objectives
1. Learn how to research CPA firm's qualifications.
2. Learn the timeline and process for completing an RFP.
3. Learn how to evaluate proposals.

Session Description
Are you planning to put out a request for proposal (RFP) for your audit services? If so, this course will walk you through how to conduct a successful RFP process. We'll discuss the logistics of the RFP, how to find CPA firms that are qualified to conduct your audit, and what you can expect from the RFP process. All participants will also receive a generic RFP template for audit services that can be modified with your own agency's details.

Date: 07/12/2012 10:10 - 11:45 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Taxes

Track: Finance/Accounting/Tax
Type: Mini
Prerequisite: None
Trainers: Rich Ruvelson

Learning Objectives
1. Learn some of the key pronouncements from the IRS and the courts, as well as, any recently enacted tax legislation impacting tax-exempt organizations.
2. Learn some of the changes impacting payroll taxes and information reporting.
3. Learn about recent individual income tax changes, if any, and potential changes that could impact your organization, your employees, and your donors.

Session Description
Receive an update on the federal tax issues impacting your organization as a tax-exempt organization and an employer. Also, learn about some of the key federal income and employment tax changes of the past year and their impact on your employees.

Date: 07/12/2012 10:10 - 11:45 am
History: New
Level: Overview
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Specialized Knowledge and Applications

Track: Head Start/Early Head Start
Type: Mini
Prerequisite: None
Trainers: Denes Tobie

Learning Objectives
1. Gain an understanding of new Head Start developments.
2. Learn how the developments affect organizations.
3. Learn ways to be proactive so the developments don't negatively impact your organization.

Session Description
Do you know about the new and changing issues that will be affecting your Head Start and/or Early Head Start Program? In this session, we will discuss the important topics you need to be aware of to keep your program in compliance. We will review several Information Memorandums and Program Instructions issued over the year that affect Head Start and Early Head Start programs. We will discuss the new Designation Renew System and how to proactively prepare for this new and complicated area, as well as cover a high-level overview of the updated intent of the FY 2012 Office of Head Start Monitoring Protocol. We will highlight recent findings that are being reported in Department of Health and Human Services Office of Inspector General Reports on Head Start programs, and we will cover any last minute changes that may occur.

Date: 07/12/2012 10:10 - 11:45 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Business Management & Organization

Track: Risk
Type: Mini
Prerequisite: None
Trainers: Mike Yankunas , Marc Courey

Learning Objectives
1. Identify various ways in which identity theft can occur.
2. Identify how mobile devices are susceptible to identity theft.
3. Learn practical ways you can protect yourself and your organization from becoming a victim of identity theft.

Session Description
In this new mini-session, we will discuss the continuing risk of identity theft. We will also cover the increased opportunities for identity thieves that are caused by the explosion of the use of smartphones and other mobile electronic devices. Finally, participants will learn how to best protect themselves from unwanted intrusions while still being able to get the most use from their mobile devices.

Date: 07/12/2012 1:30 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Accounting

Track: Finance/Accounting/Tax
Type: Regular
Prerequisite: None
Trainers: Alica Cameron

Learning Objectives
1. Learn about the audit process.
2. Learn what the auditors are looking to accomplish during an audit.
3. Learn 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, come learn the secrets from a real-life auditor and become informed about the practices auditors do not reveal to their clients while performing an audit.

Date: 07/12/2012 1:30 - 5:00 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Sage Software
Type: Regular
Prerequisite: None
Trainers: Peggy Farah

Learning Objectives
1. Discuss how to use attributes and caddy items to record donor interests and characteristics.
2. Use custom cards to track organization-specific information.
3. Explore how the systems query and reporting features can enhance development efforts.

Session Description
Attend this session to learn how Sage Fundraising 50 can help you jump-start your agency's fundraising efforts. Learn how this software system can help you keep track of your agency's donors, their interests, and their various interactions with your organization. Discover how you can use the data collected to better target future development efforts.

Date: 07/11/2012 8:15 - 11:45 am
History: Updated
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Auditing

Track: Finance/Accounting/Tax
Type: Regular
Prerequisite: Works with Federal Programs
Trainers: John Hemming

Learning Objectives
1. Learn about all of the components of the compliance supplement.
2. Learn about what applies to your organization.
3. Learn how to use the compliance supplement to prepare you for your upcoming audit.

Session Description
The OMB Circular A-133 Compliance Supplement 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 2011 Supplement, will explain the supplement and the audit approach, and touch on many of the programs provided by grant-funded agencies. This is a must-attend for fiscal officers and program managers alike.

Date: 07/12/2012 1:30 - 5:00 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Management Best Practices
Type: Regular
Prerequisite: None
Trainers: Janet Johnson

Learning Objectives
1. Learn what is required for monitoring subrecipients.
2. Gain ideas for efficiently collecting information from your subrecipients.
3. Learn how to use your time effectively during on-site monitoring.

Session Description
Are you responsible for subrecipient monitoring? Is your monitoring processing efficient and effective? Are you confident that you are focusing on the right things?Learn how to make monitoring an ongoing process. We will discuss three approaches to monitoring that incorporate all of the ways you interact with a subrecipient. The approaches are:
* Regular ongoing monitoring, including monthly financial and program reports
* Informal monitoring, including phone calls and other means of communication
* Formal monitoring, including monitoring visits and on-site testingOur goal is to increase your awareness of all of the ways you get information so you can develop a system that focuses on the right things and gives you tools to assess your subrecipients' processes and results.

Date: 07/12/2012 1:30 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: Not Applicable
Field of Study: Personnel/HR

Track: Human Resources
Type: Regular
Prerequisite: None
Trainers: Deb Pagel , Julia JohnsonEileen WallaceSeth Finestack

Learning Objectives
N/A

Session Description
In this session, we'll generate answers to your questions as they relate to human resources. We'll first answer your presubmitted questions on the specific topics that are important to your agency. After dedicating time to the presubmitted questions, the discussion will be opened up for general human resources questions.E-mail your questions in advance to gfpinfo@wipfli.com, subject line: HRQA.

Date: 07/12/2012 1:30 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Head Start/Early Head Start
Type: Regular
Prerequisite: None
Trainers: Denes Tobie

Learning Objectives
1. Learn about and become aware of overall Board responsibilities; learn how to create a 'tone at the top.'
2. Learn and understand Board responsibilities as required by the Improving Head Start for School Readiness Act of 2007.
3. Understand risk management and its importance from a Board perspective.

Session Description
'What are the roles and responsibilities of the Board of Directors? What exactly does Head Start require of the Board? Who is ultimately responsible for the organization? Where are we at risk as an organization?' If your agency is asking these questions, you need to attend this session so you can properly structure your leadership.

Date: 07/12/2012 1:30 - 3:05 pm
History: Updated
Level: Overview
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Accounting (Governmental)

Track: Finance/Accounting/Tax
Type: Mini
Prerequisite: None
Trainers: Randy Beard

Learning Objectives
1. Gain knowledge of current government audit standards.
2. Gain understanding of new pronouncements being considered.
3. Take the opportunity to engage in question and answers.

Session Description
Show your auditors you have the ability to review or prepare your financial statements! This session is designed to present new governmental accounting standards in an easy-to-understand format. Attend this session and learn what new disclosures should be in your financial statements, how to prepare them, and how new accounting standards will affect the way certain transactions are accounted for.During this session, we will review:
* New standards first applied to last year's financial statements
* Current standards effective now and in the near future
* Other projects on GASB's technical calendar
* And more!

Date: 07/12/2012 1:30 - 3:05 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Computer Science

Track: Technology
Type: Mini
Prerequisite: None
Trainers: Don Emery , Mark Burger, Tyson Murphy

Learning Objectives
1. Learn the key technology solutions every organization should have in place.
2. Explore the process and procedural items that should be in place to manage your technology.

Session Description
Are you an organization that is starting new and needs to implement technology solutions for your infrastructure? Of course you're not! In this session, however, we'll look at the recommendations we'd give to a new organization based on the technologies available today. We'll also go beyond the technologies and discuss process and procedural items that should be in place to help manage your technology. As a follow-up to this session: attend the mini-session, 'From Here to There: Migrating to the Ideal Technology Infrstructure,' and we'll discuss how to get you from your current state to this 'ideal' solution.

Date: 07/12/2012 1:30 - 3:05 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Specialized Knowledge and Applications

Track: Sage Software
Type: Mini
Prerequisite: Own EWS module in SFA
Trainers: Maile Pa'alani

Learning Objectives
1. Discover the benefits of a completely integrated timekeeping to payroll processing solution.
2. Learn how to configure your timekeeping and expense reporting system to capture the necessary information that allows employees to charge their time directly to the appropriate cost centers.
3. Learn how to review and approve time, leave, and expense entries in EWS.

Session Description
The Employee Web Services (EWS) module integrates with the Human Resource Management and Payroll modules in Sage 100 Fund Accounting. Processing payroll with EWS, HR, and PR can be tricky if not configured correctly. If you used to set up and process payroll without EWS and HR, and you now have both (or are thinking of investing in the complete solution), this mini-session is a must to understand the differences. This is one of four mini-sessions offered to provide the complete picture of electronic time sheet entry to processing payroll in Sage 100 Fund Accounting, along with HR Management, Payroll Set Up, and Payroll Processing.

Date: 07/12/2012 1:30 - 3:05 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Personnel/HR

Track: Finance/Accounting/Tax
Type: Mini
Prerequisite: None
Trainers: Rich Ruvelson

Learning Objectives
1. Understand the projects to which Davis-Bacon applies and your compliance requirements.
2. Understand the concept of 'prevailing wage.'
3. Understand the significance of 'certified payrolls' and Form WH-347.

Session Description
Davis-Bacon Act compliance is an often misunderstood requirement of Head Start organizations. There is little in the way of official guidance, and what is available can at times be contradictory. There are guidelines from the U.S. Department of Health and Human Services, as well as requirements enforced by the U.S. Department of Labor, to be considered.

Date: 07/12/2012 1:30 - 3:05 pm
History: New
Level: Intermediate
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Management Advisory Services

Track: Technology
Type: Mini
Prerequisite: Project Management Experience
Trainers: Ryan Swiderski

Learning Objectives
1. Discover how Agile project management with Scrum differentiates itself from the waterfall methodology.
2. Learn what types of IT projects should be implemented using an Agile approach and which ones shouldn't.
3. Determine if your organization would benefit by piloting a project with Scrum.

Session Description
Many organizations approach IT projects in the traditional way, using the waterfall methodology with a 'Big Design,' followed by a build-out, testing, and deployment. Although this approach does have its advantages, project managers and IT leaders should be aware of Agile approaches to help reduce project risks and focus on delivering the key objectives of any IT project.

Date: 07/12/2012 1:30 - 3:05 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Management Advisory Services

Track: Risk
Type: Mini
Prerequisite: None
Trainers: Mike Yankunas , Marc Courey

Learning Objectives
1. Understand how to respond to an allegation or actual fraud incident.
2. Understand who needs to be involved when responding to a suspected fraud.
3. Understand which outside experts you need to engage, and when.

Session Description
Discovering your organization has been the victim of fraud evokes a wide range of emotions. Responding emotionally isn't the best way to react to a suspected fraud, and can even lead to the organization incurring liability to a fraudster. Attendees will learn the do's and don'ts of how best to respond to known or suspected fraud or wrongdoing. We'll discuss how to set the stage for a successful outcome, including who to get involved, when to involve them, and frequently overlooked actions that can significantly impact the organization's ability to recover its losses.

Date: 07/12/2012 3:25 - 5:00 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Accounting (Governmental)

Track: Finance/Accounting/Tax
Type: Mini
Prerequisite: None
Trainers: Greg Dunham

Learning Objectives
1. Gain knowledge of basic financial statements of a local governmental unit.
2. Obtain knowledge of useful tools when reading government financials.
3. Review examples of what these analytical tools reveal.

Session Description
Review the basic elements of governmental financial statements. Also, learn a number of analytical techniques used by those charged with governance, or managing government operations, and what the results of those techniques mean to users.

Date: 07/12/2012 3:25 - 5:00 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Computer Science

Track: Technology
Type: Mini
Prerequisite: Recommned attending:'From the Ground Up: Building the Ideal Technology Infrastructure'
Trainers: Don Emery , Mark Burger, Tyson Murphy

Learning Objectives
1. Define the 'Ideal Technology Infrastructure' learn to determine when you have it in place.
2. Determine the key times to transition to new technologies.
3. Learn steps to take when transitioning to new technologies.

Session Description
If you attended 'From the Ground Up,' you heard the recommendations we'd give to an organization that is starting from scratch with technology. We all know that we can't just start from scratch and need to figure out how to get to the 'ideal' state from our current state, so in this session we'll walk through the migration points and solutions to get the 'Ideal Technology Infrastructure.'

Date: 07/12/2012 3:25 - 5:00 pm
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Accounting

Track: Finance/Accounting/Tax
Type: Mini
Prerequisite: None
Trainers: Lisa Desotelle

Learning Objectives
1. Learn to identify incompatable accounting functions.
2. Learn how to evaluate the strength of your internal controls.
3. Learn who should be a part of your accounting system and who shouldn't be.

Session Description
Do you consider your accounting department 'understaffed'? Do you have a hard time spreading work around to employees to maximize your internal controls? Do you get segregation of duties comment on your management letter every year? If any of this applies to you, then this is the session to attend! During this session, we'll discuss setting up good internal controls, what functions are incompatable, and how to recruit people to help out with the accounting functions.

Date: 07/12/2012 3:25 - 5:00 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Specialized Knowledge and Applications

Track: Sage Software
Type: Mini
Prerequisite: Own HR Module in SFA
Trainers: Maile Pa'alani

Learning Objectives
1. Explore the features available to track employee demographic information in the Sage 100 Fund Accounting HR Management module.
2. Discover how benefit and leave plans can be customized in HR Management to accommodate more complex plans.
3. Understand how HR Management works with Sage Fund Accounting Payroll and Employee Web Services.

Session Description
The Human Resource Management module in Sage 100 Fund Accounting offers the ability to keep track of extensive HR data by employee, such as job history, complex benefit and leave plans, education, certifications, and more. But it can be confusing since some of the setup still must be done in the Payroll module. Come to this session to learn how the two modules integrate and how to define custom options, track employee data and process payrolls using additional functionality in the HR Management module. This is one of four mini-sessions offered to provide the complete picture of electronic time sheet entry to processing payroll in Sage 100 Fund Accounting, along with EWS, Payroll Set Up, and Payroll Processing.

Date: 07/12/2012 3:25 - 5:00 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Specialized Knowledge and Applications

Track: Technology
Type: Mini
Prerequisite: None
Trainers: Ryan Swiderski

Learning Objectives
1. Track and manage donations and pledges of cash and goods and services.
2. Set and track fund-raising goals.
3. Plan and operate programs and fund-raising campaigns (including events) from the 'ask' to the 'thank you.'

Session Description
Microsoft Dynamics CRM has developed a solution for nonprofits to help manage, organize, and track all types of relationships surrounding doners, pledges, goals, and constituents. Using the 'XRM' platform, Microsoft Dynamics CRM provides an easy way for nonprofits to get off the ground quickly and start makings heads and tails of all the data typically stored in Excel spreadsheets. We will explore this solution and discuss how it can benefit your organization.

Date: 07/12/2012 3:25 - 5:00 pm
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Management Advisory Services

Track: Risk
Type: Mini
Prerequisite: None
Trainers: Mike Yankunas , Marc Courey

Learning Objectives
1. What types of insurance coverage are available to mitigate various fraud risks?
2. What special considerations and coverage options apply to fraud-oriented coverage?
3. How does insurance fit into your risk management philosophy?

Session Description
Fraudsters don't invest their ill-gotten gains. If you don't have insurance you likely won't get any recovery from a fraudster. The ways in which your organization meets its objectives have grown dramatically, leading to a growth in the risks to the organization. While insurance options exist to mitigate these increased risks, the variety of insurance options and subtle differences can make choosing appropriate coverage a challenge for any organization. We'll discuss the variety of insurance coverage and some frequently overlooked options, that can significantly increase the likelihood of recovery from a wrongdoer's action.

Date: 07/13/2012 8:15 - 11:45 am
History: New
Level: Overview
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Specialized Knowledge and Applications

Track: Sage Software
Type: Regular
Prerequisite: None
Trainers: Deana Dearry

Learning Objectives
1. Review new features and product roadmap.
2. Connect with other Abra user.s
3. Experience a question and answer opportunity.

Session Description
2012 is an exciting time for Abra users - both new and long time users! Join us for our annual Abra User's group and learn about the developments with Abra Suite and the newest release of the SQL version of Abra - Sage HRMS 2012. We'll cover the features in the newest releases, the product roadmap for both versions, and discuss planning for migrating from Abra Suite (FoxPro) to Sage HRMS (Abra SQL). We'll also review the new endorsed solutions for Abra users to meet your needs for: Recruiting; Paperless workflow/document management; Position Control; and Training/Learning Management.

Date: 07/13/2012 8:15 - 11:45 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Specialized Knowledge and Applications

Track: Head Start/Early Head Start
Type: Regular
Prerequisite: None
Trainers: Stephanie Cavadeas

Learning Objectives
1. Understand what auditors will be testing when Head Start is a major program.
2. Learn what has changed in recent years.
3. Learn how to prepare your organization for an audit of your Head Start program.

Session Description
Have you ever wondered what exactly an auditor is looking for 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 on 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 reportingYou 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.

Date: 07/13/2012 8:15 - 11:45 am
History: Updated
Level: Intermediate
Advanced Preparation: None
CPE Credits: 3.5
Field of Study: Accounting

Track: Finance/Accounting/Tax
Type: Regular
Prerequisite: Nonprofit Fiscal Background
Trainers: Denes Tobie

Learning Objectives
1. Learn best practices for month-end and year-end preparation.
2. Learn to use trends, analytical analysis, key performance indicators, and other tools to better assess your financial situation.
3. Learn how to use your audited financial information and other tools to educate financial information users.

Session Description
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 to assist you in using the information you currently have to enhance your organization's financial reporting

Date: 07/13/2012 8:15 - 9:50 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Business Management & Organization

Track: Risk
Type: Mini
Prerequisite: None
Trainers: Bob Cedergren , Marc Courey

Learning Objectives
1. Understand record management standards, including GAARP, DIRCKS, and MoReq.
2. Learn the risks and recommendations for developing a record management discipline for your organization.
3. Understand the operational benefits that accompany enhanced records management.

Session Description
Keep everything forever? Keep nothing? Regardless of whether your organization creates the information or is the recipient, it still needs to determine what must or should be retained, and for how long. Add to the information mix current ways in which information is created and communicated, whether by e-mail, instant messaging, social networking, or traditional paper documents, and what is an organization to do? The volume of information your nonprofit organization processes has been growing at an exponential rate. We will cover how you can guide your team members and anticipate issues.

Date: 07/13/2012 8:15 - 9:50 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Personal Development

Track: Organization Development/Leadership
Type: Mini
Prerequisite: None
Trainers: Seth Finestack , Eileen Wallace

Learning Objectives
1. Increase awareness of change leadership competencies and aptitudes.
2. Increase understanding of change and transition theories and approaches.
3. Increase knowledge of change management techniques and tools.

Session Description
Change is difficult for people and organizations, even in the best of times. The most seasoned managers still cringe when it comes time to implement necessary change in their organizations. Explore the fundamental ways we as people, groups, and organizations best deal with change. Learn how to overlay a 'transition curve' on any major or minor change in your agency. You can proactively address people's anxiety and fear and help lead your agency through uncertainty to new beginnings. This session combines theory with practical tools and steps for shifting your culture to change-readiness.

Date: 07/13/2012 8:15 - 9:50 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Taxes

Track: Finance/Accounting/Tax
Type: Mini
Prerequisite: None
Trainers: Kristen Hager

Learning Objectives
1. Understand the significance of Form 990 to your organization.
2. Understand the rules behind particular questions and the impact of particular answers.
3. Understand the information your organization will be required to provide to your tax return preparer.

Session Description
By now, most of you are aware of the challenges presented by Form 990. There are challenges for staff in gathering information, preparing, and reviewing Form 990. Executive Directors and Board Members also face challenges, both in terms of understanding the returns and in making sure organizations put their best foot forward with respect to explaining mission and operations and adopting policies and disclosures. This session is designed to provide a 'high level' understanding of the new form and the efforts that are required for its completion.

Date: 07/13/2012 8:15 - 9:50 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Management Advisory Services

Track: Management/Best Practices
Type: Mini
Prerequisite: None
Trainers: Janet Johnson

Learning Objectives
1. Learn a method for streamlining processes fast.
2. Gain an introduction to tools to help you analyze and plan changes.
3. Learn how to avoid pitfalls that stop change.

Session Description
Change is a constant part of every organization's life. Therefore, it is critically important to know how to quickly adapt processes for new conditions. The goal of this session is to provide you with the framework, tools, and techniques to rapidly analyze and improve processes. The new session will help you avoid the pitfalls that slow down process change. You will leave this session with:
* An easy-to-implement problem-solving methodology
* Introduction to analysis tools
* Guidelines on who should be involved at every step in the process
* Timelines and keys to success to make fast changesIn addition, you will be introduced to simple data collection and analysis tools, when to use them, and how to apply these methods to your agency. Join us to learn tools and techniques you can put to use now.

Date: 07/13/2012 8:15 - 9:50 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Specialized Knowledge and Applications

Track: Sage Software
Type: Mini
Prerequisite: Own PR module in SFA
Trainers: Maile Pa'alani

Learning Objectives
1. Learn how to set up your Sage 100 Fund Accounting Payroll system to accommodate your agency's payroll processing needs.
2. Explore how earnings, leave, benefits, and deductions are configured for Payroll-only users.
3. Learn how to set up the default time sheet for efficient payroll processing.

Session Description
Setting up payroll is as easy as 1-2-3 when you know the tricks. Come to this mini-session to find out how to set up everything you need to process flawless payrolls. Earnings codes, benefit codes, deduction codes, and leave codes will become clear as we set up a payroll system from scratch and consider some of the most common elements seen in payroll systems of grant-funded programs. This is one of four mini-sessions offered to provide the complete picture of electronic time sheet entry to processing payroll in Sage 100 Fund Accounting, along with HR management, EWS, and Payroll Processing.

Date: 07/13/2012 8:15 - 9:50 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Personnel/HR

Track: Human Resources
Type: Mini
Prerequisite: None
Trainers: Deb Pagel

Learning Objectives
1. Be able to identify when you should have an HR Department.
2. Learn how it should be structured.
3. Develop policies and procedures within an HR Department.

Session Description
How do you decide if and when you need a Human Resources (HR) Department? There are many things to consider such as, the different areas of responsibility for HR, and what they oversee. Once you decide that you need an HR Department, how do you go about starting it? In this session, we will discuss the framework of the HR function. We will help you identify what it takes to build a strong human resources foundation in your organization. We will discuss topics such as the employee handbook, policies and procedures, benefits and compensation, interviewing and hiring, employee relations, and job descriptions. This session is ideal for organizations that want an HR department that will support their current needs and prepare them for future growth.

Date: 07/13/2012 8:15 - 9:50 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Tax

Track: Finance/Accounting/Tax
Type: Mini
Prerequisite: None
Trainers: Rich Ruvelson

Learning Objectives
1. Learn what is and is not unrelated business income.
2. Learn the filing requirements for Form 990-T and available deductions.
3. Learn the risks (and rewards) associated with earning unrelated business income.

Session Description
If your organization needs more dollars to thrive (or survive), join this session to learn the tax issues and opportunities of earning income that go beyond traditional types of fund-raising.In the past, some organizations steered clear of activities that might generate unrelated business income. In today's economy, more organizations are seeking new revenue sources by conducting entrepreneurial activities that could result in additional revenues and, potentially, unrelated business income tax (UBIT).In this session, learn what is and is not unrelated business income. We will discuss:
* How income from charitable contribution's, grants, and activities that are clearly related to your organizations charitable, educational, or other exempt purposes is not subject to UBIT
* How income from activities that are regularly carried on as trades or businesses, unrelated to your tax-exempt purposes, may be subject to UBIT
* How certain investment income, such as debt-financed income, may need to be considered in calculating UBIT, while income from some activities may be excluded

Date: 07/13/2012 10:10 - 11:45 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Accounting

Track: Finance/Accounting/Tax
Type: Mini
Prerequisite: None
Trainers: Lisa Desotelle

Learning Objectives
1. Identify the sources of guidelines for record retention (laws, regulations, policies).
2. Describe the guidelines for record retention policies based on laws, regulations, and best practices.
3. Describe the guidelines for proper disposal/destruction of records.

Session Description
Record retention guidelines are essential for all organizations. Do you ever wonder how long to store old records or how to properly dispose of information? During this session we will provide best practices and review IRS and other federal requirements related to paper and electronic record retention for:
* Corporate and organizational records
* Accounting records
* Payroll records
* Tax records

Date: 07/13/2012 8:15 - 9:50 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: Not applicable
Field of Study: Computer Science

Track: Technology
Type: Mini
Prerequisite: None
Trainers: Don Emery , Steve Lipton , Mark Burger , Paul Johnson

Learning Objectives
1. Learn about current technology trends.
2. Learn about various technology solutions through audience questions.
3. Allow audience members to Interact with other audience members and brainstorm solutions for your organization.

Session Description
Have a burning question about technology and how to use it? We've created this new session for you! Our prestigious panel of geeks will be assembled to answer your questions. This session is for both novices and experienced technical people. Everybody is welcome. By the way, according to Merriam-Webster, there are three definitions of geek:1. A carnival performer often billed as a wild man whose act usually includes biting the head off a live chicken or snake
2. A person often of an intellectual bent who is disliked
3. An enthusiast or expert, especially in a technological field or activityYour panel for this session will be based on definition number 3! This is a great opportunity to get your questions answered and brainstorm ideas with some of Wipfli's best technology enthusiasts as well as your peers.

Date: 07/13/2012 10:10 - 11:45 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Personal Development

Track: Organization Development/Leadership
Type: Mini
Prerequisite: None
Trainers: Seth Finestack

Learning Objectives
1. Review the importance and urgency of effective communications in today's environment.
2. Learn an audience-based communications framework and planning process.
3. Practice applying communication methods and preparing for more effective communications at home.

Session Description
Communicating in today's world of changes, media, apps, and complexity can be scary. The environment presents a big opportunity for programs and agencies to reconnect with their critical supporters and clients as they are bombarded with messages and 'asks' from all sides. Attend this session to discover how to get a better grasp of effective communication methods, messaging, and measures. In this session, we will work in small-groups and provide you with key takeaways to use in your agency.

Date: 07/13/2012 10:10 - 11:45 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Management Advisory Services

Track: Management/Best Practices
Type: Mini
Prerequisite: None
Trainers: Janet Johnson

Learning Objectives
1. Learn three types of flowcharts to use to analyze processes.
2. Get hands-on experience creating a flowchart.
3. Learn the keys to success when using flowcharts for improvement.

Session Description
The need for program and fiscal accountability and effective internal controls is more important than ever. At the same time agencies have fewer resources available for operations. This session will introduce participants to methods and tools they can use to assess and streamline processes.Participants will:
* Be able to identify internal control weaknesses through flowcharts
* Be able to include all areas of their organization in process improvement with flowcharts
* Leave this session with tools they can apply immediately

Date: 07/13/2012 10:10 - 11:45 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Personnel/HR

Track: Human Resources
Type: Mini
Prerequisite: None
Trainers: Julia Johnson , Deb Pagel

Learning Objectives
1. Gain understanding of breadth and depth of social media.
2. Identify potential threat areas.
3. Understand compliance and explore considerations for use of social media.

Session Description
Social media is no longer (in fact, it has never been) used simply as a social medium to keep people connected. In today's fast-paced and highly technical world, social media is being used more than ever for business activities. As a result, social media will continue to pose opportunities and challenges for employers as they navigate a myriad of considerations within the business environment. Social media must be proactively managed. In this session, we will explore what your organization may need to do to effectively manage and leverage social media with an eye toward policy, compliance, and practical administration considerations.

Date: 07/13/2012 10:10 - 11:45 am
History: New
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Specialized Knowledge and Applications

Track: Sage Software
Type: Mini
Prerequisite: Own the payroll module in SFA
Trainers: Maile Pa'alani

Learning Objectives
1. Learn the payroll processing steps within the Payroll Module of Sage 100 Fund Accounting.
2. Discover the required steps for making adjustments to a calculated payroll, printing checks, and creating and sending a direct deposit file for the bank.
3. Examine the payroll and related tax reports available in the system.
4. Explore the steps for allocating payroll costs and transferring payroll transactions to accounting.

Session Description
Whether you have EWS, HR management, or just Payroll modules, at some point all processing is the same. This is the last of four mini-sessions that review how to calculate payroll, make any adjustments, print checks, create a direct deposit file, run reports, and finally transfer everything to accounting.

Date: 07/13/2012 10:10 - 11:45 am
History: Updated
Level: Basic
Advanced Preparation: None
CPE Credits: 1.5
Field of Study: Taxes

Track: Finance/Accounting/Tax
Type: Mini
Prerequisite: None
Trainers: Rich Ruvelson

Learning Objectives
1. Learn the requirements under the Internal Revenue Code that impact your donors' contribution deductions, as well as your organization's own obligations for reporting and receipting, if applicable, related to special events and various types and levels of contributions.
2. Learn how to properly establish the reporting requirements under both state law and federal tax law, along with the potential for withholding.
3. Bring your fund-raising events into compliance.

Session Description
Contribution revenue is important to charitable organizations. Receiving contributions, as well as hosting special events, results in compliance obligations for the recipient organization. Donors may require substantiation from charitable organizations for their tax returns. Information may have to be provided in solicitations or in receipts as to benefits received in exchange for payments. Learn your organization's requirements under the Internal Revenue Code. They can impact your donors' contribution deductions, as well as your organization's own obligations for reporting related to special events. Learn how to properly establish the reporting requirements under both state law and federal tax law, along with the potential for withholding. Bring your fund-raising events into compliance.

We are hosting a special evening networking opportunity for you to meet with colleagues and celebrate the Conference's 13th year. At the reception, you can also learn a bout products and services that can help your organization achieve your mission.