Showing posts with label Financial Management. Show all posts
Showing posts with label Financial Management. Show all posts

Thursday, July 19, 2012

Essential Governance Policies Webinar Series


Effectively governed organizations have policies and systems in place to deal with conflicts of interest, to encourage staff and other stakeholders to report possible improprieties without fear of retaliation, and to ensure that the organization’s records are properly protected, maintained and disposed of when appropriate. Developing and implementing conflict of interest, whistleblower, and records management policies can be tricky.

Join CAPLAW for a series of three free webinars on these topics in which we will provide sample policies and pointers on how to deploy them in your organization. The series is intended for executive directors and management staff, board members, and attorneys of Community Action Agencies, as well as others in the Community Action network with an interest in this topic.

  • Roadmap for Resolving CAA Conflicts of Interest
    August 1, 2012, 2 - 3:30 p.m. eastern time 
  • Whistleblower Policies
    August 8, 2012, , 2 - 3:30 p.m. eastern time 
  • Records Management
    August 15, 2012
    , , 2 - 3:30 p.m. eastern time

Tuesday, June 19, 2012

Financial Consultant's Corner


Get the answers to the financial questions you've always wanted to ask!
How should our CAA prepare for an upcoming audit? Can we charge mortgage interest on our headquarters to our federal grants? What should we be looking for when hiring a new CFO?
Get the answers to the financial management questions you've always wanted to ask in CAPLAW’s Financial Consultant’s Corner! Kay Sohl of Kay Sohl Consulting will provide a FREE 30-minute phone consultation to two CAAs each month for the next several months. We will either answer them in-house or refer them to Kay Sohl for a phone consultation.

Monday, May 7, 2012

Free Webinar: How Sharing Services Can Help You Do More With Less


Join CAPLAW and Peggy Eagan of Children and Family Services for a free webinar that will discuss the innovative collaboration between 9 nonprofits to share services and how these shared services now better serve the children and families of Charlotte, NC. The webinar will be moderated by Kay Sohl of Kay Sohl Consulting.

Join us to explore:
  • Accounting, IT, HR, and other services your CAA may be able to provide for other nonprofits
  • Costs/benefits of sharing infrastructure functions
  • Challenges of becoming a service provider – balancing your CAA needs with customer/partner needs
  • Structuring infrastructure collaborations and resource sharing agreements


Presenters: Peggy Eagan of Children and Family Services, and Kay Sohl of Kay Sohl Consulting

When
: May 15, 2012, 2 - 3:30 p.m. eastern time

Fee
: FREE!




Wednesday, November 2, 2011

New "Top-Notch CAAs" Publication Now Available

Introducing the newest CAPLAW publication, Tools for Top-Notch CAAs: A Practical Approach to Governance and Financial Excellence. The toolkit is intended to assist boards and management in their collaborative efforts to build well-governed and effective CAAs. Learn more and download the toolkit for free!
 
The toolkit includes case scenarios and examples to help you understand and apply the principles discussed. And, many of the sections provide sample documents that CAAs can use as a starting point for developing their own policies.
 
The toolkit addresses how to:

  • Conduct and maintain minutes for board meetings;
  • Build financial capacity through hiring of skilled financial staff and effective audits;
  • Prepare organization-wide budgets;
  • Get the most out of financial statements;
  • Address conflicts of interest; and
  • Draft and implement effective whistleblower policies.
Members: free of charge
Non-members: free of charge
  
Learn more and downloand the toolkit!
 

Friday, September 30, 2011

New Fall 2011 CAPLAW Update Newsletter

The latest edition of the CAPLAW Update newsletter is now available!

View the complete Fall 2011 CAPLAW Update Newsletter or select an article:

Evaluating Cost-Saving Workforce Options in Leaner Times View Article >>
CAPLAW Conference Prepares CAAs for Future Challenges View Article >>
Real Estate Donation Q&A View Article >>
CAPLAW Promotes Team-Based Approach to Financial Leadership View Article >>  
Oral Complaints: Casual Workplace Banter or Properly Filed Wage and Hour Claim? View Article >>
Employer Liability for USERRA and
Other Discrimination Claims Expanded 
View Article >>
Nonprofits Beware: Your Employees’ Blogs, Facebook Posts and Twitter Tweets May Be Protected by the National Labor Relations Act View Article >>
2011 OMB Circular A-133 Compliance Supplement Issued View Article >

CAPLAW e-News Bulletin, September 29, 2011

Read the latest issue of the CAPLAW e-News Bulletin!

In this issue:
Stay connected with the legal and financial issues affecting Community Action Agencies. CAPLAW's E-News Bulletin is a continuing series of resources and information on current legal and financial topics of interest to CAAs and professionals working with CAAs.

Monday, September 12, 2011

CAPLAW e-News Bulletin, September 12, 2011

Stay connected with the legal and financial issues affecting Community Action Agencies. CAPLAW's E-News Bulletin is a continuing series of resources and information on current legal and financial topics of interest to CAAs and professionals working with CAAs.

View the complete September 12, 2011 issue.

Wednesday, August 17, 2011

Jean Block Stresses the Need for a Diverse Development Plan


Today’s funding climate requires all nonprofits to diversify their revenue, and community action agencies are no different! During today's Beyond the Basics webinar, Jean Block, of Jean Block Consulting, LLC, stressed to CAAs the need to diversify revenue sources by create a development plan. Jean shared tips how to get started on building a diversified development plan, the various types of fundraising and income generation you should include in your plan and the keys to success for a variety of fundraising applications.

Miss today's webinar?  You can view archived recordings and materials of all Beyond the Basics webinars anytime on the CAPLAW website.



Wednesday, August 3, 2011

Dealing with Audit Findings -- Today's Financial Management Call





Today, Kay Sohl was joined by Mary Pockl and Mike Zeno, CPAs with S.R. Snodgrass A.C. to discuss strategies CAAs can use to prepare successful responses to both audit findings and concerns of funders and communities. As A-133 experts, Mike and Mary provided insight on the challenges auditors confront in identifying and reporting control and compliance weaknesses and questioned costs.  

If you missed today's call, Dealing with Audit Findings, you can view the recording of and access materials from the conference call on the CAPLAW website.

Interested in participating in the CAPLAW Financial Network?  Find out how!

Friday, July 29, 2011

Keys to Cost Effective Controls and Clean Audits – the COSO Internal Control Integrated Framework



On Wednesday, July 27th Kay Sohl of Kay Sohl Consulting, discussed the COSO internal control framework and how Community Action Agencies can use this framework to develop more cost effective controls and streamline the audit process. The webinar explored new strategies to address the risks which emerge during periods of budget cutbacks and cash flow problems.


The next webinar in the Beyond the Basics webinar series will be Strategic Resource Development: Fundraising and Revenue Creation Plans on August 17 , 2011, 2 p.m. - 3:30 p.m. eastern time.

Wednesday, July 20, 2011

Free Training Opportunities From CAPLAW

Register today for two free upcoming training opportunities from CAPLAW!
 
FREE! Beyond the Basics Webinar
Keys to Cost Effective Controls and Clean Audits – the COSO International Control Integrated Framework
July 27 , 2011, 2 p.m. - 3:30 p.m. EST


FREE! Financial Management Call
Dealing with Audit Findings
August 3 , 2011, 2 p.m. – 3 p.m. EST

Tuesday, July 12, 2011

Register Today for FREE Upcoming CAPLAW Events!

Register for free trainings oppportunities from CAPLAW!

FREE! Financial Management Call
Getting Your Money’s Worth from Your Audit
July 18, 2011, 2 p.m. – 3 p.m. EST
http://www.caplaw.org/FiscalManagement.html


FREE! Beyond the Basics Webinar
More than Math: The Board’s Role in Financial Oversight and Monitoring
July 20 , 2011, 2 p.m. - 3:30 p.m. EST
http://www.caplaw.org/audioconferences/beyondthebasics2011.html

Wednesday, March 2, 2011

Register Today! Financial Management Conference Call

  
Preparing the Annual Budget in Uncertain Times 
 
Register now!
 
 

Explore strategies to prepare your next annual budget amidst tumultuous changes in state and federal funding levels. Learn how other CAAs are dealing with the challenge of preparing a comprehensive annual budget while major shifts in funding levels are still under discussion. Explore strategies to maintain core administrative and infrastructure functions as program dollars shrink, and CSBG, our most flexible federal source is under attack.

  
Join fellow CFOs and CEOs to explore:
  • Scenario planning – creating a budget framework for multiple unknowns
  • Determining the full cost of downsizing
  • Outsourcing, sub-leasing, and vendor negotiation strategies
  • Internal resource sharing strategies
  • Sustaining core admin functions
Date: Thursday, March 17th
Time: 2:00 PM - 3:00 PM EST
Fee: FREE!
Format: Webinar





Friday, January 7, 2011

Free Fisher & Phillips LLP Webinar

Register for the January 26th webinar, Anatomy of an I-9 Audit: Managing Risks, Auditing Forms, and Avoiding Penalties. In this webinar, attorneys at Fisher & Phillips will discuss the most current legal obligations for I-9 documentation and verification, best strategies for auditing both current and terminated employees' I-9 forms, and more. Lean more information.

Friday, November 19, 2010

FREE Upcoming Financial Management Conference Call

Join CAA fiscal professionals during the December 15th Financial Management Conference Call, Chief Financial Officers: Changing Needs and Expectations in Community Action.

About the Call
New emphasis on overall financial health, board financial oversight, generation of unrestricted income, and other emerging challenges is leading many Community Action Agencies (CAAs) to re-evaluate the role of the Chief Financial Officer (or CFO, known in some CAAs as the finance or fiscal director or fiscal officer). This new emphasis is also causing many CFOs to question where they will find the time and energy to step up to the new levels of strategic leadership their roles may demand. Join CAPLAW financial consultant Kay Sohl and financial managers from Community Action Agencies across the country to discuss emerging challenges and strategies CAA CFOs are using to provide the financial leadership their organizations need.

Discussion topics will include:
  • CFO role in overall grants compliance – beyond grants accounting, how CFOs are contributing to clean audits during the rollercoaster ride of ARRA funding
  • CFO as manager – reconfiguring finance departments, providing effective supervision, finding resources needed to make the job doable
  • CFO as communicator – how CFOs are working with Boards, CEOs and executive management teams to build understanding of overall financial health and key strategic questions
  • CFO as strategist – how CFO’s are using their expertise to help their nonprofits identify and implement new strategies to withstand tumultuous times
Date: Wednesday, December 15, 2010
Time: 2:00 PM - 3:00 PM EST
Fee: FREE!
Format: Webinar

 

 
Registration Questions?

For questions regarding the conference calls or registration, please contact Cara Loffredo at (617) 348-6426. Or, e-mail her at loffredo@caplaw.org.

Wednesday, November 17, 2010

Self Assessment Tools for CAAs

CAPLAW has compiled the following list of self-assessment tools to assist CAAs in evaluating and improving various aspects of their organizations. The list is organized by topic and includes a description of each tool. View the Self Assessment Tools!

Self Assessment Topics Include:

Tuesday, September 14, 2010

New! Fall 2010 Legal Update Newsletter


View the newest edition of the CAPLAW Legal Update Newsletter, a continuous series of reports on legal issues of interest to CAAs.







Inside this issue:
  • Health Care Reform: What it Means for CAAs
  • CAA Leaders Tackle the Issues
  • Head Start Enrollment & Eligibility
  • Requirements Refresher
  • DAB Examines Grant Termination
  • DAB Upholds Denial of Continuation Award
  • Mission Possible: Understanding & Developing an Effect Mission Statement

 

Understanding Contracts Video Conference

Register for the October 5th Pfizer / DLA Piper video conference, Just Sign on the Dotted Line? Understanding, Negotiating, and Living with Contracts.

E-mail registerboston@dlapiper.com to register. For registering questions, please contact Naomi Miali at Naomi.Miali@dlapiper.com or 312-984-5732.

Wednesday, July 28, 2010

What Fiscal Topic Would You Like To Discuss?

Which fisal topic would you be most interested in discussing during an upcoming Financial Management Monthly Conference Call?  Tell us now!

Join the CAPLAW Fiscal Network!
Network, share and connect with other CAA fiscal professionals during an upcoming Monthly Financial Management Conference Call!

The CAPLAW financial network connects Community Action Agency (CAA) professionals and experts in dealing with Community Action Agency financial issues.  Learn More!

Monday, July 12, 2010

Last Chance To Register -- Accrued Vacation Challenges

REGISTRATION CLOSES TODAY!
Register for this month's Financial Management Conference Call, Accrued Vacation Challenges!

REGISTER NOW!



Learn more about the Financial Management calls