CAPPA Training:
"Everything Fiscal"

Planned Workshops:

• Fiscal Essentials-NEW from CDE!!
  CDFS representatives will present a variety of fiscal topics, from the basic to the advanced, affecting AP contractors. This workshop will present the basics for both CalWORKs Stages 2 and 3 and Alternative Payment (AP) contracts. A wide variety of topics will be covered including reporting requirements, revenue, expenses, apportionments, administrative and supportive services allowances, augmentations/reductions for CalWORKs, and requests for AP contingency funds.  CDE will also discuss how CalWORKs fiscal and caseload report data are used. Whether the attendee is new to the agency or a seasoned accountant, everyone will benefit from this session.
  Additionally, CDFS will also address questions on Procurement.  
  -Corey Khan and Jordan Clegg, CDE Fiscal Services

• Fiscal Projections:
  Come prepared to hear how some agencies are doing their budget projections and data and trends that ought to be considered as part of any budget forecasting exercise.  This workshop will help you better monitor your contracts and learn best practices that work efficiently.
  -Beth Chiaro and Floyd Alcutt, Child Care Resource Center; Candy Meade, Options for Learning; Teri Sedrick, North Coast Opportunities
  

• Preparing For Year-End Activities from an Auditor’s Perspective:
  This workshop will be presented by an independent auditor versed in the practices of agencies as well as the Department of Education. Topics that will be covered include: how should agencies prepare for an audit, how can agencies save money in audit fees, what your auditor is looking for, and how to prepare for a year-end close.
  -Michelle Elder, CPA, Elder Accountancy

–A registered attendee who does not attend the training will be considered a no-show and is still liable for any outstanding balance.

–Substitutions of attendees must be submitted via email to danielle@cappaonline.com no later than Monday, August 21st.