This in-depth multi-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. Sessions in the Beyond the Basics series will help both seasoned and emerging CAA leaders identify and incorporate best practices and aim for the Community Action Partnership Standards of Excellence and other nonprofit sector high performance standards.

    

   

  

Webinar Materials and Recordings:

Purposeful Planning: How to Focus Board & Staff Efforts
to Guide Your CAA to Success
Presented by CAPLAW and Kay Sohl, PA, Kay Sohl Consulting
April 27, 2011
 
View Recording | View Handouts

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

View Recording | View PowerPoint | View Handouts

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

View Recording | View PowerPoint

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

Presented by Dan Miller and Owen Heiserman, Meliora Partners

Wednesday, June 1, 2011

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

More than Math: The Board’s Role in Financial Oversight and Monitoring
 Wednesday, July 20 , 2011, 2 p.m. - 3:30 p.m. Eastern Time
Presented by Jack Siegel, Esq., CPA, of Charity Governance Consulting LLC

View Recording | View PowerPoint

Keys to Cost Effective Controls and Clean Audits – the COSO Internal Control Integrated Framework
Wednesday, July 27, 2011, 2 p.m. - 3:30 p.m. Eastern Time
Presented by CAPLAW and Kay Sohl , Kay Sohl Consulting

View Recording | View PowerPoint

Strategic Resource Development: Fundraising and Revenue Creation Plans
Wednesday, August 17, 2011
Presented by CAPLAW and Jean Block of Jean Block Consulting, Inc. and Social Enterprise Ventures, LLC

View Recording | View PowerPoint

NEW! Tapping into the Time, Talent, and Treasure of the Tripartite Board
Wednesday, September 7 , 2011
Presented by CAPLAW and Lisa A. Brown, Director of Development & Community

View Recording | View PowerPoint

NEW! Quality Improvement: The Payoff from Internal Controls
Wednesday, September 14, 2011, 2 p.m. - 3:30 p.m. Eastern Time
Presented by Owen Heiserman, Meliora Partners

View Recording | View Handouts Packet

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The Beyond the Basics webinar series and is part of the National T/TA Strategy for Promoting Exemplary Practices and Risk Mitigation for the CSBG program and is presented by Community Action Program Legal Services, Inc. (CAPLAW) in the performance of the U.S. Department of Health and Human Services, Administration of Children and Families, Office of Community Services Cooperative Agreement Number Numbers 90ET0432 and 90SQ0047.  Any opinion, findings, and conclusions, or recommendations expressed by the presenter(s) are those of the presenter(s) and do not necessarily reflect the views of the U.S. Department of Health and Human Services, Administration of Children and Families.