Pre-Conference Tour: Southern History, Style and Heritage
Join us Wednesday morning, June 16 from 8:00 a.m.–12:15 p.m., for a tour highlighting the history, style and heritage of Georgia’s first city.  Hosted by Savannah’s CAA, the Economic Opportunity Authority For Savannah-Chatham County, Inc (EOA), this southern adventure begins with a light breakfast at EOA’s most recently constructed facility, its Head Start and administration building, followed by a brief tour of the site.

We will then proceed with a guided tour focusing on Savannah’s rich, multi-cultural heritage.  The tour will include a visit to the new Ralph Mark Gilbert Civil Rights Museum which chronicles the civil rights struggle of Georgia's oldest African American community from slavery to present.  The tour will also include a visit to the Haitian Monument memorializing the role that more than 500 Haitian volunteers played in the 1779 Battle of Savannah during the Revolutionary War. 

We will close out our southern journey by viewing other notable historical landmarks and the Hollywood sites where such movies as Midnight in the Garden of Good and Evil were filmed.  For lunch, we will return to EOA for a taste of true southern cuisine catered by celebrity chef Paula Deen’s restaurant, The Lady and Sons.

Cost of the tour is $55 and includes a light breakfast, lunch and museum admission. Space is limited. Pre-registration, including payment, is required. Register for the tour on the conference registration form and, on the morning of the tour, please plan to meet us in the main lobby of the hotel (which is the lower level lobby not to be confused with the Atrium lobby one level up) at 8:00 a.m.

Riverboat Cruise Networking Reception
Join friends and collegues during CAPLAW's networking reception onboard the Savannah River Queen riverboat cruise, a signature Savannah experience. Network, sightsee and relax while sailing down the Savannah river and dining on an assortment of hors d'oeuvres.

1E. CSBG: The Federal Perspective
CPE Field of Study: Specialized Knowledge and Applications                                Level: Update
Get the scoop on the latest developments in the CSBG program from federal officials charged with overseeing it. Topics include: the Administration’s current priorities and initiatives for the program; the status of the federal Office of Community Services’ (OCS) CSBG risk assessment process, including training and technical assistance offered as part of that process; an update on issues surfaced by ARRA, including the appropriate use of CSBG funds; and insight into CSBG monitoring. We will also discuss some open policy issues currently being considered by OCS.

Seth Hassett, Division of State Assistance, Office of Community Services, HHS (invited)
Anita Lichtblau, Esq., CAPLAW
Jeffrey Polich, Esq., HHS Office of General Counsel (invited)

1D. Political Activity: Playing by the Rules
CPE Field of Study: Specialized Knowledge and Applications                                Level: Overview
It’s another big election year. Be sure you’re up to speed on the rules that apply to political campaign activity by CSBG and Head Start grantees, 501(c)(3) organizations, and their employees and board members. Attend this session and familiarize yourself with Internal Revenue Service, CSBG, Head Start and Hatch Act requirements on political campaign activity and voter registration. Learn what, if any, impact Citizens United, the U.S. Supreme Court’s recent campaign finance decision, will have on CAAs and nonprofit organizations.

Eleanor Evans and Allison Ma’luf, Esq., CAPLAW

1C. FISCAL/Beyond a Handshake: Contracts 101
CPE Field of Study: Specialized Knowledge and Applications                                Level: Overview
Once signed by all parties, contracts typically dictate a future collaboration or business arrangement. Don’t be controlled by a contract, rather take control before the ink hits the paper, negotiate the best deal for your organization, and secure a record of the deal that most accurately represents the current and future obligations agreed to by all involved. In this session, explore effective contract negotiation strategies and issues to consider when drafting contracts – such as which party should draft a contract when it is not clear who should do so, what to look for when reviewing a contract, key provisions to include or avoid. Also examine what steps to take when a contract has been breached.

Monica Scott Beckham, Esq., United Planning Organization

1B. HR/The Anatomy of DISTRUST: Coping with Suspicion and Betrayal at Work
CPE Field of Study: Personnel/HR                                                                      Level: Overview
Most of us recognize the importance of trust, and many have experienced the impacts of broken trust in the workplace. Distrust often leads to low morale, low productivity, negative behaviors, and a toxic work environment. As managers, supervisors and leaders, it is important to understand how trust is an essential precondition upon which all real success depends. This session will help you gain a better understanding of the meaning of trust and distrust, how to build trust, and especially, what you can do to rebuild when trust is broken.

Tracey Pilkerton Cairnie, CoreVision, LLC
Norval D. (John) Settle, Esq., SETTLEment Associates, LLC

1A. GOVERNANCE/Developing a Comprehensive Risk Management Approach
CPE Field of Study: Specialized Knowledge and Applications                                Level: Overview
In the absence of a crystal ball, nonprofit organizations, like their business counterparts, must develop policies and procedures to effectively manage the risks that could create harm to their people, their property, their reputations and their viability. There is often a tendency to take a “headlines” approach to risk management – directing our energies toward protecting against a repeat of the latest crisis affecting a community or enterprise. But this front-page approach to risk management fails to provide practical solutions to the risks that impact an organization as a result of its day-to-day operations. This workshop will highlight an enterprise approach to risk management for the nonprofit organization. Attendees will receive practical tips and methods for developing a risk management program that is not only effective but also tailored to their particular organization’s structure and operations.

Timothy Phillips, Esq., American Cancer Society, Inc.

B. Personal Negotiation Skills for the Workplace
CPE Field of Study: Specialized Knowledge and Applications                                Level: Overview
Critical to good leadership, effective relationships in the workplace, teamwork, and customer service are the skills and knowledge related to NEGOTIATION AND PERSUASION. This highly interactive session begins with basic principles and then moves into specific behaviors and techniques for: preparing to participate in negotiations – what to do "at the table"; achieving binding agreements; and dealing with impasse. Included is emphasis on negotiations with employees to achieve productivity in the workplace, and how to succeed in negotiations on behalf of your organization.

Tracey Pilkerton Cairnie, CoreVision, LLC
Norval D. (John) Settle, Esq., SETTLEment Associates, LLC

A. Making Money for Your Mission: Revenue-Generating Ventures
CPE Field of Study: Specialized Knowledge and Applications                                Level: Overview
Revenue-generating ventures by nonprofits are often referred to as “social enterprises” and reflect a developing trend that involves earned income activities that either directly advance an organization’s mission or simply serve to generate funds used to support an organization’s programs. These two approaches to social enterprise, which may be thought of as revenue-centered and mission-centered, will influence the nature of ventures a nonprofit pursues. In this session, you will learn about common forms of revenue-generating ventures, hear from nonprofits that have successfully established such ventures, and discover how to identify earned income opportunities based on your organization’s mission, values and assets. You will also examine the practical legal and tax issues that pose challenges to the nonprofit organization desiring to engage in a revenue-generating venture and review the structures that minimize risk to the nonprofit while maximizing rewards from the venture.

Timothy Phillips, Esq., American Cancer Society, Inc.
R. Brian Tipton, Esq., Sasser, Sefton, Connally, Tipton & Davis, P.C.

Stacey Flowers, Community Action Partnership

Howard Snyde, Northwest Side Community Development Corporation

Rich Dieter, Southwestern Pennsylvania Community Development Corporation