Head Start Training from The Private Client Law Group

Training Solutions for Nonprofits and Grant-Funded Entities

Overview

Fiscal management remains not only an area of focus for the Office of Head Start but an area of challenge for Head Start and Early Head Start agencies.  These challenges include on-going revisions to the supposedly final rules in the OMB's Uniform Grants Guidance (HHS Part 75), the steady evolution of Federal audit requirements, annual changes to the new Aligned Monitoring System 2.0, and lingering questions about the effect of the updated Performance Standards.  Adding to the pressure that agencies and their fiscal staff face is the Office of Head Start's continued scrutiny of financial management.  In short, programs need to keep their eyes on the money.  When you attend the Fifth Annual Head Start Fiscal Integrity Institute in San Antonio on February 21 and 22, 2019, you will learn not only how your Head Start or Early Head Start agency can meet these challenges and withstand the scrutiny but stay a top fiscal management performer.

When

February 21, 2019 (Thursday)
8:00 AM CST (On-site Check-in)
8:30 AM CST (Morning Session)
11:45 AM CST (Lunch - On Your Own)
1:15 PM CST (Afternoon Session)
4:30 PM CST (Adjourn for Day)

February 22, 2019 (Friday)
8:00 AM CST (On-Site Check-in)
8:30 AM CST (Morning Session)
11:45 AM CST (Lunch - On Your Own)
1:15 PM CST (Afternoon Session)
4:30 PM CST (Adjourn)
     

Where

Hotel Valencia Riverwalk
150 East Houston Street
San Antonio, TX 78205
 

 
Driving Directions 

A special conference rate of $169 per night (plus tax) for single or double occupancy is available for February 20 through 23, 2019. The cut-off date for the group room block is January 30, 2019, or until the room block has been exhausted. Hotel room reservations can be made online through the hotel website using the block code 1902PCLG.

1-800-627-8258

Pricing

The Early Bird gets the discount. The price for this special, two-day Head Start Fiscal Integrity Institute is just $399 per person until January 25, 2019.  After January 25, 2019, the regular rate of $459 per person applies.

Registration "at the door" will not be available for the conference.  You must register in advance.

Contact

R. Brian Tipton, Esq.
The Private Client Law Group
75 Fourteenth Street, Suite 2200
Atlanta, GA 30309

404-974-3484
btipton@tpclg.com

 

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Fifth Annual Head Start Fiscal Integrity Institute 

February 21 - 22, 2019

Exclusive, Two-Day Event

Head Start and Early Head Start Fiscal Training in San Antonio

 

Does your Head Start agency and its management team have their eyes on the money? Sound fiscal management is still mission critical for all Head Start and Early Head Start programs.  However, agencies face not just continued challenges implementing effective financial management policies but also on-going scrutiny from the Office of Head Start.  Agencies must contend with regular revisions to OMB's Uniform Grants Guidance (Part 75), the evolution of Federal audit requirements, annual changes to the new Aligned Monitoring System 2.0, and unresolved questions about the current Program Performance Standards.  By attending the Fifth Annual Head Start Fiscal Integrity Institute in San Antonio on February 21 and 22, 2019, though, you will learn how to meet these financial management challenges and avoid unwanted scrutiny from the Office of Head Start while remaining a top fiscal management performer.

This annual training features a revised and updated curriculum for 2019 addressing current challenges and areas of monitoring focus.  The special two-day Fiscal Integrity Institute will help you and your agency to implement fiscal management policies in compliance with Head Start requirements.  While in San Antonio, you will learn about Head Start and Early Head Start fiscal management in detail, including:

  • Identifying and avoiding common fiscal management problem areas;
  • Navigating fiscal integrity monitoring under the revised Aligned Monitoring System 2.0;
  • Complying with fiscal management requirements under the Head Start Program Performance Standards and HHS Part 75 (the Uniform Grants Guidance);
  • Maintaining an adequate fiscal management system;
  • Developing a compliant recordkeeping system to support effective fiscal management;
  • Implementing effective internal controls;
  • Understanding and following rules for direct and indirect costs;
  • Complying with Head Start program income rules and fundraising guidance;
  • Meeting Head Start match requirements (including requirements related to in-kind contributions);
  • Understanding recent fiscal management guidance;
  • Ensuring compliance with Head Start procurement standards and avoiding questioned costs;
  • Preparing for success under the Single Audit Act (Subpart F) and responding to issues; and,
  • Understanding and addressing the consequences of noncompliance with fiscal management requirements.

The Institute will discuss these topics and more to provide you with the key knowledge needed to make sound financial management decisions and avoid common problem areas.  You will also have ample opportunities over both days to ask your individual questions about Head Start and Early Head Start fiscal management.

AGENDA

The Fifth Annual Head Start Fiscal Integrity Institute will be held over two days (February 21 and 22, 2019) in San Antonio, Texas.  The planned agenda for each day is as follows:

Day One (Thursday, February 21, 2019)

8:00 A.M. On-site Conference Check-in
8:30 A.M. Session I:  Head Start Fiscal Issues and Monitoring Update
10:00 A.M. Morning Break
10:15 A.M. Session II:  Fiscal Management under the Head Start Act and Performance Standards
11:45 A.M. Lunch (On Your Own)
1:15 P.M. Session III-A:  Uniform Grants Guidance (Part 75) Refresher
2:45 P.M. Afternoon Break
3:00 P.M. Session III-B:  Uniform Grants Guidance (Part 75) Refresher (Continued)
4:30 P.M. Adjourn (Day One)

Day Two (Friday, February 22, 2019)

8:00 A.M. On-site Conference Check-in
8:30 A.M. Session IV:  Conquering the Cost Principles
10:00 A.M. Morning Break
10:15 A.M. Session V:  Match and Fundraising Issues
11:45 A.M. Lunch (On Your Own)
1:15 P.M. Session VI:  Lessons from the Departmental Appeals Board (What Not to Do)
2:45 P.M. Afternoon Break
3:00 P.M. Session VII: Audit Issues 
4:30 P.M. Adjourn (Conference)

OUTCOMES AND OBJECTIVES

By participating in this two-day Institute, you will gain the knowledge needed to help your Head Start or Early Head Start program stay fiscally fit and remain in compliance with financial management requirements.  After attending you will be able to:

  • Identify at least four common fiscal integrity "red flags" for Head Start or Early Head Start agencies and explain what agencies can do to prevent these problems;
  • List the components of an acceptable financial management system;
  • Distinguish between financial management monitoring under the current Aligned Monitoring System 2.0 protocols and the previous approach;
  • Describe how the current versions of the Head Start Act and Program Performance Standards affect fiscal management;
  • Explain how the requirements of the Uniform Grants Guidance (HHS Part 75) apply to Head Start and Early Head Start programs;
  • List the requirements for match or non-Federal share;
  • Identify the key requirements for a compliant procurement system;
  • Describe current internal control requirements for Head Start and Early Head Start;
  • List the requirements for allowable costs and explain the general allowability of major specific items of cost; and,
  • Describe the audit process for Head Start and Head Start programs under the Single Audit Act (Subpart F standards) and the Audit Compliance Supplement.

AUDIENCE

You will benefit from this exclusive Head Start Fiscal Integrity Institute in San Antonio whether you are an Executive Director, Fiscal Officer, Head Start or Early Head Start Director, Governing Board or Policy Council member, Procurement or Contracting Officer, or Fiscal or Head Start/Early Head Start program staff.

REGISTRATION AND PRICING

Space at this Institute is limited.  Early Bird registration for the Head Start Fiscal Integrity Institute is just $399 per person through January 25, 2019.  Regular registration starting January 26, 2018, is just $459 per person. Cancellations before January 1, 2019, are subject to a $25 administrative fee, and all cancellations on or after January 1, 2019 (but before January 25, 2019), are subject to a $125 administrative fee.  Refunds will not be issued for cancellations on or after January 25, 2019.  In lieu of cancellation, registrants may substitute another participant from his or her organization at no charge.  Please note that the conference registration fee does not include lodging or transportation; conference participants are responsible for making their own hotel and transportation reservations. However, a special room rate has been negotiated for the conference hotel. 

Given the limited number of spaces available, at the door registration will not be available for this Institute.  You must register in advance.

HOTEL

The Institute will take place at the Hotel Valencia Riverwalk, the most awarded hotel in San Antonio with a prime location on the famous Riverwalk.  Rooms at this recently remodeled boutique hotel are available for special conference rates starting at just $169 per night (plus tax). The special rates are available for February 20 through 23, 2019, and may be offered for additional nights subject to hotel availability. Hotel reservations can be made by calling 1-855-596-3387.  Please ask for the special group rate for "The Private Client Law Group San Antonio 2019" or mention code "SA2435" to receive the discounted rate.  Hotel reservations can also be made online by clicking here for the hotel's website and selecting "Group/Block" under "Promo Type" and entering code SA2435. The room reservation cut-off date is January 30, 2019 (or until the block is exhausted). Because of the small number of rooms available, we advise making your reservations as soon as possible.

ABOUT THE SPEAKER

R. Brian Tipton is a practicing attorney with almost two decades of experience working with nonprofits and grant-funded organizations across the United States.  Currently, Brian is Managing Director with The Private Client Law Group, P.C., in Atlanta, where he heads the firm's charitable solutions and grant-funded organizations practice.  He is a summa cum laude graduate of the Louisiana State University and the Cumberland School of Law of Samford University.  Brian regularly represents Head Start and Early Head Start programs (as well as other grant-funded entities) in the areas of regulatory compliance, audits, funding source disputes, administrative appeals, and litigation.  Brian also consults with organizations on governance, human resources, programmatic, and corporate matters, and develops and presents training programs for nonprofits.