May 25-27, 2016; Baltimore, Maryland
Register online or by using the printable registration form (PDF)
Registration Fee: $150.00
Are you trying to keep up with all of the new guidance and regulations for CILs? We can help!
The CIL-NET is offering an updated version of our popular financial management workshop to give your CIL the latest information on compliance and financial management practices. Whether you are new to nonprofit accounting or are looking to bolster your Center’s financial policies and procedures, you will learn exactly what you need to do to strengthen your Center, effectively manage finances, and ensure compliance with federal regulations. Led by John Heveron, a certified CPA with over 40 years working with non-profits – including Centers for Independent Living – this workshop will give you the skills and resources that are essential to sound financial management in a thriving Center for Independent Living.
This event may sell out. Sign-up today!
Learning Objectives
You will learn:
- The new environment of accountability, good governance, and ethical practice for nonprofits, Uniform Guidance regulations & the key principles that impact CILs
- How to survive scrutiny, to secure resources, and to make sure those resources are used properly
- Responsibilities of the board to the community it serves and for financial direction of the organization
- The policies & procedures your CIL must have in place
- Effective purchasing policies/procurement procedures
- What things can go wrong in nonprofits and how policies and internal controls can prevent them from happening
- Policies governing meeting and meal costs
- Special requirements for certain types of costs and allowability of other types of cost and cost allocation
- Changes in time and effort reporting
- The new auditing standards for nonprofits
- The risks of fraud & theft, and how controls can limit both, including how to identify risks
- Ways of reassessing exposure as risks change
- How technology creates opportunities for fraud
- To identify the most efficient & effective way to submit an indirect cost proposal
- How to identify potential embezzlers
Purpose and Target Audience
This training will instruct participants in identifying and implementing good practices for accountability and governance, and assist them in complying with key regulations for nonprofits.
Executive Directors, fiscal staff, program managers, and board members interested in CIL and nonprofit financial management will benefit most from this training. Staff and members of SILCs may also benefit.
Location
Baltimore Marriott Waterfront
700 Aliceanna Street
Baltimore, MD 21202
Front Desk: (410) 385-3000
Marriott Reservations: (888) 236-2427
$189/night (single/double) + tax
Mention “IL-NET Training” when making your reservation to receive the group rate.
Guestroom reservation deadline is May 3, 2016.
Meet Your Presenters
John Heveron is a Principal of Heveron & Company CPAs. He has been serving non-profit organizations, including centers for independent living, small businesses and individuals since 1969 with design of financial reporting systems, entity planning, planning and reviewing audits, compliance audits and other audit services and assistance with indirect cost rates, as well as assisting with strategic planning. John keeps his technical skills sharp through writing and teaching. He has authored a CPA conference manual on Mastering the Nonprofit Environment – Accounting, Auditing and Taxation – for 19 years. He also authors Nonprofit GPS, a quarterly newsletter with current information for nonprofits. John also presents seminars on non-profit issues for Independent Living Research Utilization, the National Council on Independent Living, the Foundation for Accounting Education, United Way of Greater Rochester, and many others.
Paula McElwee is the Technical Assistance Coordinator for the IL-NET project at ILRU. She previously served on the board of Resources for Independence of the Central Valley and served as interim executive director for four CILs in California, assisting the boards to transition to their next executive director. Paula has consulted with the California state association, California Foundation for Centers for Independent Living, and numerous centers throughout the state.
Paula was the Director of Link, Inc. in Kansas in 1979, one of the first 10 centers funded through the Rehabilitation Act. She worked in the disability field in Kansas for 25 years, and was appointed by two governors to serve three terms on the Statewide Independent Living Council of Kansas.
Steven Spillan has been a Legislative Assistant at Brustein & Manasevit, PLLC since 2011. He assists clients with federal grants management and various federal education programs, including the Elementary and Secondary Education Act, the Carl D. Perkins Career and Technical Education Act, the Workforce Investment Act, the Higher Education Act, and the Family Educational Rights and Privacy Act.
Steven also works with the Legislative Director and clients to develop their federal legislative strategies and facilitates their representation before Congress and administrative agencies. As part of his legislative duties, he monitors and writes about the federal budget process, education legislation, and important administrative actions to keep clients informed of activities in Washington that can affect their federal programs.
Steven received his J.D. from the Catholic University of America’s Columbus School of Law in May 2011. He is admitted to practice law in Maryland and the District of Columbia.
PRESENTED BY CIL-NET: A program of the IL-NET national training and technical assistance project for Centers for Independent Living (CIL-NET) and Statewide Independent Living Councils (SILC-NET). The IL-NET is operated by ILRU, Independent Living Research Utilization, in partnership with the National Council on Independent Living (NCIL) and the Association of Programs for Rural Independent Living (APRIL).
