Illinois Cost Allocation / Blended Funding Training

Sponsored by Region V Office of Head Start

Region V OHS Training and Technical Assistance Network



Monday, June 3, 2019 at 1:00 PM CDT
Wednesday, June 5, 2019 at 12:00 PM CDT

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Times: June 3 (1pm - 5pm), June 4 (9pm - 5pm) & June 5 (9am - 12pm)

2019 Directors Institute will begin at 1:00pm on June 5th. Each event requires a SEPERATE registration. For more information on the Directors Institute CLICK HERE


Illinois Beach Resort
1 Lake Front Dr
Zion, IL 60099

Driving Directions 

Registration Fees:

Member Registration Fee:  $150.00

5 or more registrations from the same Agency: $125.00

Non Member Registration Fee: $300.00

Registration fee includes:

Monday: Afternoon Break

Tuesday: Continental Breakfast & Lunch

Wednesday: Continental Breakfast

Meet Your Trainer!

Janice Stephens, Fiscal Consultant Mississippi Early

Janice served as comptroller in a multi-funded Head Start program before becoming a full-time consultant to Head Start agencies. She served as the Co-Coordinator for the Fiscal Consultant Initiative at the National Center on Program Management & Fiscal Operations (NCPMFO). Janice also worked collaboratively with Regional Office Staff and TTA Networks in strengthening fiscal management systems.


Michelle Iocca
Illinois Head Start Association

Intended participants: Executive Directors, CFOs and Head Start Directors 

Training topics include regulation requirements, different methodologies, how to apply methodologies, building the holistic budget with cost allocations, and developing a cost allocation plan. Cost Allocation Exercise - understanding the impact different methodologies have on the same cost. Tools include cost allocation tables, cost allocation plan template, and budget templates.

Learning Outcomes

By the end of the session participants will be able to:

  1. Increase understanding of Federal and State requirements
  2. Understand the difference between direct and indirect costs
  3. Ability to identify appropriate methodologies for allocating direct and indirect costs
  4. Identify the elements in developing a cost allocation plan/indirect cost proposal  
  5. Increase understanding of how to implement and monitor cost allocations
  6. Increase understanding in developing and applying a wholistic budget for effectively managing multiple funding sources



Sleeping Room Rate:  $99.00 Plus Tax 

Hotel Direct Number

(847) 625-7300

Don't Miss the WONDERFUL location for this training! 

Experience a destination unlike any other at Illinois’ only hotel on the shore of Lake Michigan. llinois Beach Resort is the only premiere resort hotel in the state that is nestled into the shimmering beaches of Lake Michigan offering its guests a unique experience, which no other hotel in Illinois can provide! Tucked away into a scenic state park, Illinois Beach Hotel offers guests a true escape into nature. Illinois Beach Hotel is located in Illinois Beach State Park, known for over 4,000 acres of beach, dunes, wetlands, prairie, and oak savanna. Spend your free time swimming in the lake, hiking a trail, boating, or simply enjoying nature. The Illinois Beach Hotel will sweep you away from the hustle and bustle of metropolitan life and into a scenic paradise.  Don't miss this wonderful training opportunity at an amazing location!