CAPLAW Webinars and Audio Conferences

To enable CAAs across the country to access high-quality training while minimizing travel costs, CAPLAW has conducted a number of web and audio conferences on topics.  To order a recording, click the Buy Now button or fill out an order form and mail it to: CAPLAW, 178 Tremont st. 10th fl, Boston MA 0211.

Upcoming Webinars

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Did you miss the CAA Dashboard webinar?

View a recording of and materials from the January 17th webinar, Constructing a Community Action Agency Dashboard, on demand!


Archived Webinars and Audio Conference

ARRA   |   Financial Management    |    Governance   |   Grant Law

Head Start   |   Human Resources   |   Lobbying  |   Webinar Series Collections

ARRA 

Introduction to CSBG
Explore the ins and outs of the Community Services Block Grant (CSBG) Act, the linchpin of the current Community Action movement. Join us for a discussion of: the composition, roles, and responsibilities of tripartite boards; limitations on the use of CSBG funds; allocation, payment and carryover of those funds; reduction and termination of CSBG funding; and designation of new entities eligible to receive CSBG funds.
 
Topic: ARRA
Format: Audio Conference

Part of the Back to Basics for CAA Series

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Davis-Bacon Update
Get updated on Davis-Bacon compliance and receive answers to questions like: who must be paid Davis-Bacon prevailing wages? How do you choose a wage classification while waiting for DOL to issue wage determinations for a weatherization worker job classification? How do you calculate Davis-Bacon wages and fringe benefits?

Topic: ARRA
Format: Audio Conference

 

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Internal Controls: Get Ready for the ARRA Spotlight
Check-up of the most important controls, highlighting issues specific to ARRA as well as overall management of federal funds.

Topic: ARRA
Format: Audio Conference

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Weatherization Stimulus Funding
Community Action Agencies and other Weatherization Assistance Program (WAP) providers are ramping up for the additional $5 billion in stimulus funding. Be sure your organization understands the legal rules that apply to this funding.

Topic: ARRA
Format: Audio Conference

  

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Solving the Davis-Bacon Payroll Puzzle and other Weatherization Matters
Work through four sample payroll forms intended to address not only the simple Davis-Bacon scenarios but also the nagging complexities that arise when completing the form.

Topic: ARRA
Format: Audio Conference

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Roadmap to Recovery Act Financial Compliance
Find out what Community Action Agencies (CAAs) need to do to comply with the financial and reporting requirements of the American Recovery and Reinvestment Act (ARRA).

Topic: ARRA
Format: Audio Conference

 

Financial Management

NEW! Constructing a Community Action Agency Dashboard

Presented by Michael Anderson, Nonprofits Assistance Fund

Presented on January 17, 2012

Data can be overwhelming. Community Action Agencies, often to comply with funder requirements, build and manage complex financial recordkeeping systems that can result in information overload. An effective dashboard report distills data to some key measures and makes meaningful comparisons to benchmarks and goals. With greater clarity, organizational leaders can focus on the most relevant information to make strategic decisions.

Topic: Financial Management
Format: Webinar

FREE!

View Recording | View PowerPoint

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Budget Builders: Who Does What? Why is it Important"
Presented by Kay Sohl, PA, Kay Sohl Consulting
Presented on May 18, 2011

Your budget may be the most important document your CAA will create this year. It will guide your use of resources and ensure your continuing capacity to deal with the daunting challenges of poverty in your community. Budget Builders will provide practical strategies to organize your annual budget development and approval process amidst uncertainty and ongoing financial stress. This new webinar will explore multiple approaches to obtain meaningful Board and staff input on key choices and build buy-in and support for the budget which emerges.

Topic: Financial Management
Format: Webinar

Part of the Beyond the Basics webinar series

FREE!


View Recording
| View PowerPoint

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Agency-wide Budgeting:  Counting Every Dollar Because Every Dollar Counts

Presented by Dan Miller and Owen Heiserman, Meliora Partners
Presented on June 1, 2011

An agency-wide budget helps a community action agency ensure that it has accounted for all the dollars in its fiscal year, and that all the dollars are in their proper place. Using a model agency-wide budget, participants will learn how to diagnose occurrences of duplicate funding of positions or expenses; identify the size and timing of funding gaps; establish “drop dead” timelines and contingency plans in case funding doesn’t materialize; highlight positions that may be vulnerable and the appropriate personnel actions that may be required; and use advance knowledge and planning to mitigate financial risk.

Topic: Financial Management
Format: Webinar

Part of the Beyond the Basics webinar series

FREE!


View Recording
| View PowerPoint | Download Budget Template | Download Budget Workbook | CAP Standards of Excellence Check Sheet

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More than Math: The Board’s Role in Financial Oversight and Monitoring
Presented by Jack Siegel, Esq., CPA, of Charity Governance Consulting LLC
Presented onJuly 20 , 2011

Many boards fail to recognize that although a CAA is a nonprofit, it also is a business. This in-depth session will emphasize why all CAA board members must focus on their CAA's finances if the board is to avoid problems and discharge its fiduciary duties. Webinar participants will explore who should lead the board discussion of financial statements, the roles that management and the finance committee should play, and what steps the board should follow as it reviews financial statements. More than Math is designed to give board members, who are not experts in finance or accounting, tools that enable them to participate in the discussion of their CAA’s financial issues.

Topic: Financial Management
Format: Webinar

Part of the Beyond the Basics webinar series

FREE!

View Recording | View PowerPoint

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

Presented by Kay Sohl , Kay Sohl Consulting
Presented on July 27, 2011

Auditors use the COSO framework to understand and evaluate your internal controls. Learn how you can use the COSO framework to develop more cost effective controls and streamline the audit process. Spot old fashioned approaches to controls that may be wasting time and leaving your systems insufficiently protected from fraud in our electronic age. Explore new strategies to address the risks which emerge during periods of budget cutbacks and cash flow problems.

Topic: Financial Management
Format: Webinar

Part of the Beyond the Basics webinar series

FREE!

View Recording | View PowerPoint

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Right on the Money: OMB Circular A-122
Compliance with OMB Circular A-122 – the federal cost principle circular for nonprofits – is crucial for CAAs and other organizations receiving federal grants. This audio conference will provide an overview of the circular’s general principles, how to distinguish between direct and indirect costs, and different methods for allocating indirect costs. Using CAPLAW’s annotated guide to A-122, this session will also examine selected items of cost – both the plain language of individual rules and how to apply the principles in combination to particularly thorny issues faced by grantees.  CAPLAW’s A-122 guide will also be offered at a reduced price to all conference registrants.

Topic: Financial Management
Format: Audio Conference

Part of the Beyond the Basics webinar series

 

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Effective Cost Allocation Strategies
CAAs and other government grantees that do not have federally negotiated indirect cost rates face special challenges in allocating and recovering indirect costs.  Explore practical strategies to comply with Office of Management and Budget (OMB) Circular A-122’s rules on indirect cost allocation, including ways to cope with limitations on administrative and indirect costs.

Topic: Financial Management
Format: Audio Conference

 

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Fundraising Strategies and Rules
Facing shrinking government budgets and growing client needs, Community Action Agencies (CAAs) are looking for other sources of revenue.  Many CAAs want to step up their fundraising efforts but have questions about how .

Topic: Financial Management
Format: Audio Conference


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How to Avoid Common Audit Problems Through Proper Preparation
Learn how to avoid common audit problems by being prepared for your audit. Auditee responsibilities in the audit process; the impact of internal controls on financial statement process and audit preparedness; receive updates on stimulus package requirements and how that may affect your audit and your audit costs.

Topic: Financial Management
Format: Audio Conference

 

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Dealing Properly with Property
Focus on federal grant law rules that apply to buying, managing and disposing of real estate, equipment and supplies, and to constructing and renovating buildings.  Get answers to questions such as, what steps do grantees need to take to before acquiring property with grant funds? What property management standards should grantees have in place? What is a federal interest in property and what steps must grantees take to protect it?

Topic: Financial Management
Format: Audio Conference

 

Governance

NEW! Quality Improvement: The Payoff from Internal Controls
Presented by Owen Heiserman, Meliora Partners

Presented on September 14, 2011

This webinar will emphasize—analysis and corrective action—those parts of the quality improvement cycle that alter performance. Emphasis will be on illustrating how executive directors and program managers utilize internal control systems to define quality, assess performance, and target enhancement strategies. Management attention will be demonstrated as critical to the success of sound policies and procedures.

Topic: Governance
Format: Webinar

Part of the Beyond the Basics webinar series

FREE!

 

View Recording | View Handouts Packet

NEW! Tapping into the Time, Talent, and Treasure of the Tripartite Board
Presented by Lisa A. Brown, Director of Development & Community

Presented on September 7 , 2011

In this session, participants will learn why the CAA’s tripartite board structure is a powerful asset that can—and should—be developed and deployed for resource development, and how to discard the one-size-fits-all approach and discover ways to engage and inspire your board to serve as active ambassadors, informed advocates, and enthusiastic fundraisers.

Topic: Governance
Format: Webinar

Part of the Beyond the Basics webinar series

FREE!

 

View Recording | View PowerPoint

Purposeful Planning: How to Focus Board & Staff Efforts to Guide Your CAA to Success
Presented by Kay Sohl, PA, Kay Sohl Consulting
Presented on April 27, 2011

Learn how to structure your planning processes to yield useful frameworks to guide financial, program, and leadership choices…and how to avoid unfocused, duplicative, unbearably long planning processes that drain resources and yield untouched doorstops. Join CAA Executive Directors, Fiscal Officers, Development Directors, and Board Leaders for this 90 minute interactive session to explore practical strategies to integrate your planning efforts to chart your course through the tough choices CAAs confront as community needs explode and public funding resources shrink.

Topic: Governance
Format: Webinar

Part of the Beyond the Basics webinar series

FREE!


 
View Recording | View Handouts

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Risk Management: An Organizational "Flu Shot"
Presented by Dan Miller and Owen Heiserman, Meliora Partners
Presented on May 11, 2011

This webinar will illuminate the dimensions of risk that CAAs should consider on a regular basis. This session will highlight activities which integrate risk management, strategic planning, agency-wide budgeting, and performance improvement planning. Participants will walk through a risk management planning process, with examples from several experts. ISO 31000:2009, a new international risk management standard, will be examined. Participants will use a checklist to identify risk management practices they already use and others they should add to their planning processes.

Topic: Governance
Format: Webinar

Part of the Beyond the Basics webinar series

FREE!



View Recording | View PowerPoint | View Handouts

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Leadership Transition Strategies

Filling nonprofit CEO and CFO positions is growing more challenging as the boomer generation begins its exodus from the nonprofit sector. While the recession has delayed some boomer exits, it has also created a new pool of applicants with high level corporate experience, opening new opportunities and pitfalls in transition planning, Explore new strategies to plan for leadership transition and create flexible opportunities for highly skilled professionals to provide transitional leadership.

Topic: Governance
Format: Audio Conference

     

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501(c)(3) Fundamentals
A nonprofit’s federal tax-exempt status is one of its most valuable assets. Review the do’s and don’ts of protecting that status. This audio conference will cover: definitions, advantages and basic requirements of tax exemption under Internal Revenue Code section 501(c)(3); restrictions and prohibitions on 501(c)(3) organizations – including lobbying and political activity, transactions with insiders, and unrelated business activity; fundraising receipts and disclosures; and the IRS Form 990.

Topic: Governance
Format: Audio Conference

Part of the Back to Basics for CAA Series
 

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CAA Bylaws
Experts recommend that nonprofits review their bylaws at least every three years.  When was the last time your organization reviewed its bylaws? Learn what you need to think about when updating your organization’s bylaws. 

Topic: Governance
Format: Audio Conference

 

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Tripartite Board Tips and Traps
Focus on Community Action Agency (CAA) tripartite board composition and selection.  Get answers to questions such as: How many directors should a CAA have? How should directors be selected? Must low-income sector directors be low-income themselves? Can a director send an alternate to a board meeting that he or she cannot attend? How can a CAA get rid of ineffective or troublesome directors? What are the responsibilities of a tripartite board?

Topic: Governance
Format: Audio Conference

Grant Law

Federal Grant Law
The basics of federal grant law for Community Action Agency attorneys.  Topics to be covered include: the power Congress has to authorize grants, the difference between a grant and a contract, the process for funding federal grants, rules governing federal grants and more.

Topic: Grant Law
Format: Audio Conference

 

Head Start

NEW! Head Start: Prepare for the New Renewal System

The Office of Head Start recently issued final regulations outlining new procedures for renewal and recompetition of Head Start grants. Join CAPLAW for a 1½ hour webinar to learn about how the new “Designation Renewal System” will work, what criteria will trigger recompetition, and what your organization can do to prepare for the new system.

Presenter: Anita Lichtblau, Esq., CAPLAW

Presented on December 14, 2011

Topic: Head Start

Format: Webinar


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Head Start Reauthorization
Focus on changes likely to have the most immediate impact on Head Start grantees, including: new governance requirements – including governing body and policy council composition, responsibilities and information sharing; new eligibility and enrollment requirements; and new fiscal and administrative requirements.

Topic: Head Start

Format: Audio Conference


Human Resources

Health Care Reform: Prepare Now for 2011 Requirements
Earlier this year, Congress passed and President Obama signed into law what is now commonly known as the Patient Protection and Affordable Care Act. The Act makes sweeping changes to the provision of health benefits in America, with an impact on employers, government,and individuals. In this session, we will focus on the immediate impact of health care reform on your CAA and the steps you need to take now to ensure compliance.

Topic: Human Resources
Format: Audio Conference
  

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Complying with the New 403(b) Plan Rules
The ADA Amendments Act of 2008 took effect January 1st, 2009, heralding major changes in employer relations with disabled employees.  Learn about the practical implications of the amendments, including answers to questions like: How will recent amendments transform the way in which employers look at “disability” under the Americans with Disabilities Act? How can employers manage performance and promote accountability notwithstanding the broader applicability of the Americans with Disabilities Act?

Topic: Human Resources
Format: Audio Conference

 

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Legal issues in Working with Volunteers
Volunteers provide valuable services and benefits to CAAs, but working with them can also raise a range of legal questions.

Topic: Human Resources
Format: Audio Conference

  

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Update on I-9 Form Employment Eligibility Verification
Employers are required by federal law to complete Form I-9 for all new hires to ensure that they are authorized to work in the U.S.   There have been some recent changes in the form, new guidance from the Department of Homeland Security, increased enforcement, and proposals to use “No-Match Letters” from the Social Security Administration to catch unauthorized workers.

Topic: Human Resources
Format: Audio Conference

 

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Revised IRS Form 990
The newly revised Form 990 greatly expands the information that tax-exempt organizations, including nonprofit Community Action Agencies (CAAs) and Head Start programs, must disclose about their operations, creating both opportunity and potential peril. Review the changes to the form and find out what you need to know in order to adjust practices and policies that will be reflected on the revised form when filing.

Topic: Human Resources
Format: Audio Conference

 

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Recent Changes to the Americans With Disabilities Act
The ADA Amendments Act of 2008 will took effect January 1st, 2009, heralding major changes in employer relations with disabled employees. Learn about the practical implications of the amendments.

Topic: Human Resources
Format: Audio Conference

 

Lobbying

Lobbying Legally & Effectively

Involvement in public policy issues is a must for organizations working to improve the lives of low-income people. In this session, examine the rules that apply to lobbying by CAAs, Head Start programs, and 501(c)(3) organizations and find out how to advocate effectively within those rules. 

Topic: Lobbying
Format: Audio Conference

Part of the Back to Basics for CAA Series

Webinar Series Collections

Beyond the Basics Webinar Series

This in-depth nine-session webinar series will help executive directors, financial officers, fundraisers, program managers, and board members work together to adopt a pro-active and solutions-driven approach to the risks, compliance demands, and financing challenges CAAs face today.

Topic: Varies

Format: Webinar

FREE!

View the complete series archives