Financial Management for Centers for Independent Living: Regulations and Beyond

IL-NET Presents… A Virtual Multi-Day Training

September 21 – 24, 2020

** Registration for this training is now closed **

We are excited to announce that we’re taking our popular on-location financial management training online! You can save on travel costs and access all of the critical information on financial management from the comfort and safety of your own office or home!

Are you trying to keep up with all of the new guidance and regulations for CILs? We can help!

The IL-NET T&TA Center for Centers for Independent Living 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 and CILs, and Paula McElwee, ILRU’s Technical Assistance Coordinator, this workshop will give you the skills and resources that are essential to sound financial management in a thriving Center for Independent Living.

About This Virtual Training

  • Live sessions will be 11:00 a.m. – 1:00 p.m. Eastern and 3:00 – 5:00 p.m. Eastern daily. The training will end at 1:00 p.m. Eastern on Thursday, September 24.
  • We will also have virtual office hours and practical assignments in between sessions.
  • Please see the “Brief Agenda” in this announcement for details. We will release a full agenda with topics and timelines in the coming weeks.

Learning Objectives

  • The environment of accountability, good governance and ethical practice for nonprofits, and the key principles that affect CILs
  • What centers must do to survive scrutiny, to secure resources, and to make sure those resources are used properly
  • The policies and procedures your CIL must have in place
  • Budget development cost allocation and documentation, including payroll
  • Record keeping
  • What things can go wrong in nonprofits and how policies and internal controls can prevent them
  • Latest internal control requirements and principles – five categories of controls and 17 principles
  • Entity wide controls versus specific controls
  • 45 CFR Part 75 Uniform Administrative Requirements, Cost Principles and Audit Requirements for HHS Awards
  • The Workforce Innovation and Opportunity Act of 2014 (WIOA) as detailed in 45 CFR Part 1329.
  • Technical guidance from the U.S. Department of Health and Human Services, Administration for Community Living (ACL)
  • Special requirements for certain types of costs and allowability of other types of cost and cost allocation
  • The auditing standards for nonprofits
  • The basics of lobbying rules for nonprofits
  • Compliance and Outcome Monitoring Protocol (COMP) Tool – Evaluation tool used for onsite reviews of Centers for Independent Living conducted by ACL
  • Annual filing requirements
  • Sales tax and payroll tax requirements
  • How to identify risks and the types of risks commonly found in nonprofits
  • Reassessing exposure as risks change
  • Maintaining proper security and quality with increased technology and outsourcing
  • How to prevent embezzlement
  • Cybersecurity risks and defenses
  • Tools and techniques for hiring qualified people and employee retention in tight job markets
  • Nonprofit financial reports and key reports for board members

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.

Brief Agenda (All Times Eastern)

Monday, September 21

  • Morning Session: 11:00 a.m. – 1:00 p.m. EDT
  • Afternoon Session: 3:00 p.m. – 5:00 p.m. EDT

Tuesday, September 22

  • Morning Session: 11:00 a.m. – 1:00 p.m. EDT
  • Afternoon Session: 3:00 p.m. – 5:00 p.m. EDT

Wednesday, September 23

  • Morning Session: 11:00 a.m. – 1:00 p.m. EDT
  • Afternoon Session: 3:00 p.m. – 5:00 p.m. EDT

Thursday, September 24

  • Morning Session: 11:00 a.m. – 1:00 p.m. EDT

Training ends at 1:00 p.m. EDT on Thursday.

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 National Training and Technical Assistance Center for Independent Living at Independent Living Research Utilization (ILRU). In addition to providing individualized technical assistance, Paula moderates training calls monthly for new CIL Executive Directors and Program Managers and for SILCs. She also hosts quarterly calls for CIL financial managers and the staff of Designated State Entities (DSEs). Paula was the first Director of Link, Inc. in Kansas (one of the first IL programs funded through the Rehabilitation Act) beginning in 1979. 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 before moving to California in 2000. She is chair of 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 provided training, facilitation, and consultation with state associations, SILCs, and numerous centers throughout the country.

The IL-NET National Training and Technical Assistance (T&TA) Center for Independent Living is operated by ILRU (Independent Living Research Utilization). The IL-NET T&TA Center provides training and technical assistance to centers for independent living and statewide independent living councils. ILRU arranges some training activities through the National Council on Independent Living (NCIL), peer-to-peer mentoring and youth program support through the Association of Programs for Rural Independent Living (APRIL), and online courses and document development through Utah State University Center for Persons with Disabilities.

The IL-NET is supported by grant numbers 90ILTA0001 and 90ISTA0001 from the U.S. Administration for Community Living, Department of Health and Human Services, Washington, D.C. 20201. Grantees undertaking projects under government sponsorship are encouraged to express freely their findings and conclusions. Points of view or opinions do not, therefore, necessarily represent official Administration for Community Living policy.