2023 CAPLAW National Training Conference

Tuesday, 27 June 2023 7:30 AM - Thursday, 29 June 2023 12:00 PM CDT

101 Red River Street, Austin, TX, 78701, United States

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To inquire about your CAPLAW membership status, please email conference@caplaw.org.

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Tuesday, 27 June 2023 7:30 AM - Thursday, 29 June 2023 12:00 PM CDT

Fairmont Austin, 101 Red River Street, Austin, TX, 78701, United States.

CAPLAW National Training Conference

Our annual training conference brings together leaders of Community Action Agencies and other grant-funded organizations across the country to navigate the legal and governance challenges they face as they deliver essential services in their communities. Join us for three packed days of learning from attorneys, accountants, network leaders, as well as your peers to increase your organizational capacity for effectiveness and accountability.

Registration

Your conference registration includes admission to all general and workshop sessions, the networking reception, the opening session lunch, two continental breakfasts, and access to the conference app.


Conference Hotel

The CAPLAW hotel block at the Fairmont Austin is sold out. If you are in need of a hotel room for the conference, please contact us conference@caplaw.org.



Pre-Conference Tours

Join us on Tuesday, June 27 for your choice of two pre-conference tours exploring Austin’s deep connections to the War on Poverty and the city's fight to end homelessness. On the Community First! Village tour, we will visit the inspiring, vibrant, 51-acre master planned community that provides homes and a supportive community to individuals coming out of chronic homelessness. On the Lyndon B. Johnson Presidential Library & Museum tour, we will explore the turbulent times of the 1960s and the Johnson Administration’s efforts to launch the War on Poverty and pass the Economic Opportunity Act in 1964.

Both tours are currently sold out. Click here to register for the waiting list.



Education Credits

You may register to earn the following educational credits (additional fee): continuing legal education (CLE) and Human Resources Certification Institute (HRCI) credits. Learn more about each credit and register here.
 

Sponsors + Exhibitors

Support CAPLAW and connect with attendees by sponsoring an event, purchasing a program announcement, or becoming an exhibitor! Learn more and sign up here.


Emerging Leaders Scholarship

We are pleased to offer the Robert M. Coard and Winston Ross Emerging Leaders Scholarships, which will cover the conference registration fees and provide a travel stipend for selected emerging leaders. Learn more here and apply by April 28, 2023!

 

FAQs


What are the registration payment options?

Starting June 7, 2023 the only accepted form of payment is by credit card.


When are check payments due and where do I send them?

We must receive check payments no later than Tuesday, June 13, 2023, or your registration will be automatically cancelled. Please make checks payable to "CAPLAW", include a note indicating the individuals covered by the check payment, and mail them to:

CAPLAW 
800 Boylston St #990626
Boston, MA 02199


How do I request an invoice and/or a W-9?

To receive an invoice or a W-9, please contact conference@caplaw.org.


Can I update my registration information?

Yes! You can update your registration information through our online registration platform, Eventzilla. You can retrieve your conference registration ticket by having the buyer (the person who completed the conference registration and payment) log into their Eventzilla account and use the self-service option to make necessary updates (see instructions here).


Can I attend a different workshop session than the one I registered for?

Yes. We collect this information at registration to help us select the right size room for each session and to help our speakers prepare for their workshops, but you are free to attend any session at the conference.


Will I need to show proof of COVID-19 vaccination?

No.


Will I be required to wear a mask?

Masking is optional, but we encourage wearing them at all conference sessions and events and in common areas.


What is the cancellation and refund policy? 

You may cancel your conference registration for a refund of your conference fees, less a $100 administrative fee, so long as we receive your cancellation request by Friday, June 2, 2023 via email to conference@caplaw.org. No refund will be available for any registrant who submits a cancellation request after Friday, June 2, 2023. Please contact conference@caplaw.org with any questions.  

In the event that CAPLAW cancels the conference, a full refund will be provided.


Can I transfer my registration to someone else?

If you cannot attend the conference, another individual from your organization may attend in your place, but you must update your registration information. Please retrieve your conference registration ticket by having the buyer (the person who completed the conference registration and payment) log into their Eventzilla account and use the self-service option to update your registration information (see instructions here).

To make changes to your hotel reservation, please contact the Fairmont Austin.


Will the conference be live-streamed or available to view virtually?

No, the conference will be an in-person event only.


Is there a printable version of the conference agenda?

Yes! You can download a copy of the conference agenda here.

Cancellation policy

You may cancel your conference registration for a refund of your conference fees, less a $100 administrative fee, so long as we receive your cancellation request by Friday, June 2, 2023 via email to conference@caplaw.org. No refund will be available for any registrant who submits a cancellation request after Friday, June 2, 2023. Please contact conference@caplaw.org with any questions.  

In the event that CAPLAW cancels the conference, a full refund will be provided. 

You may also transfer your registration to someone else, provided you update your conference registration ticket by having the buyer (the person who completed the conference registration and payment) log into their Eventzilla account and use the self-service option to update your registration information (See instructions here: bit.ly/caplaw-update-registration). 

Community Action Program Legal Services, Inc. (CAPLAW)

CAPLAW is the national legal expert for the Community Action network. Through consultations, training and resources, we equip Community Action Agencies (CAAs) with the knowledge and tools to operate as accountable and effective change agents. We also provide guidance to federal, state, and national Community Action partners on legal and financial issues affecting CAAs. CAPLAW is a 501(c)(3) nonprofit membership organization.

Contact the Organizer

Charisse Johnson
Director
Office of Community Services

Charisse Johnson is the Director of the Division of Community Assistance, which administers the Community Services Block Grant (CSBG). Ms. Johnson’s career in human services spans over 30 years in a wide range of roles and leadership positions. All of Ms. Johnson’s roles have required her to act as a change leader. Ms. Johnson’s work in the Administration for Children and Families began in 2010 as a Program Specialist in the Children’s Bureau within the Office on Child Abuse and Neglect. In 2012, Ms. Johnson became the Branch Chief for the Healthy Marriage and Responsible Fatherhood Discretionary Grant Program in the Office of Family Assistance. Since 2018, Ms. Johnson served as the Director of the Division of Community Strengthening Grants in the Office of Grants Management. Prior to becoming a federal employee, Ms. Johnson worked in North Carolina’s child welfare system. From 2007 to 2010, Charisse served as the Section Chief for North Carolina’s Child Welfare System, and in that capacity provided primary leadership and oversight for the state’s child welfare system. Ms. Johnson also has experience in the non-profit sector, and has served on a number of state and national boards and advisory groups. As the Deputy Director of Wayne Action Group for Economic Solvency (WAGES), a Community Action Agency in North Carolina, Ms. Johnson had oversight for Head Start, Early Head Start, CSBG, childcare services, and a home visiting program. Ms. Johnson earned a Master’s Degree in Social Work from East Carolina University in Greenville, North Carolina. Ms. Johnson has two adult children and two grandchildren.

About Charisse Johnson

Director
Office of Community Services
Alan Graham
Founder & CEO
Mobile Loaves & Fishes

Alan is the founder and CEO of Mobile Loaves & Fishes (MLF). MLF is a social outreach ministry committed to providing permanent, sustainable solutions for the chronically homeless while surrounding them with compassion, love and dignity. Alan and the other founders started by making sack lunches and serving them from the back of a green minivan. Since its founding in 1998, MLF volunteers have served more than 6 million meals with a side of hope to homeless men and women living on the streets of Austin. The organization has also spawned similar food truck ministries in other cities across the U.S. With the support of more than 20,000 volunteers, MLF is the largest prepared feeding program to the homeless and working poor in Austin, Texas. Graham is also the visionary behind MLF’s Community First! Village — a 51-acre master planned development that provides affordable, permanent housing and a supportive community to the chronically homeless in Central Texas. Previously a real estate investor and developer, Alan founded Trilogy Development and the Lynxs Group, which developed Austin’s airport cargo facility and similar facilities at airports around the country. Alan and his wife, Tricia Graham, were married in September 1984 and have four children of their own and a niece that they raised as well. They welcomed their first grandchild in April 2022!

About Alan Graham

Founder & CEO
Mobile Loaves & Fishes
Allison Ma'Luf, Esq.
Executive Director & General Counsel
CAPLAW

Allison is the Executive Director and General Counsel of CAPLAW. She advises community action agencies on a wide range of legal issues, including board responsibilities, Head Start, employment law, and tax-exempt organization law requirements. Prior to joining CAPLAW, Allison practiced law as a corporate associate at Goodwin Procter LLP in Boston, Massachusetts and Troutman Sanders LLP in Atlanta, Georgia where she represented public and private companies and nonprofit organizations in general corporate matters. She also completed a two-year appointment to the Staff Attorney’s Office at the United States Court of Appeals, Eleventh Circuit. Allison received her undergraduate and law degrees from Wake Forest University.

About Allison Ma'Luf, Esq.

Executive Director & General Counsel
CAPLAW
Andrea Elkon, PhD
Licensed Psychologist
Best Within You Therapy & Wellness

Andrea is an independently-practicing licensed clinical psychologist, based in Atlanta, GA and nearing two decades in her profession. As a former collegiate athlete herself, Andrea specializes in working with athletes and active adults; who are struggling with the emotional and physical effects of injury and illness; as well as anxiety, performance issues, perfectionism, and eating concerns. Andrea believes in a multidisciplinary approach to care, and that mental health is a critical component of overall wellness. Prior to transitioning into independent practice, Andrea served as the Director of Behavioral Health Services for Alliance Spine and Pain Centers. In that capacity, she developed a behavioral health program to offer a broader range of services to clients struggling with chronic pain and other chronic health conditions. She also spent the first decade of her career in public mental health, both in the State of Georgia hospital system and the Department of Veteran’s Affairs. Andrea is a graduate of the University of Virginia, where she completed her Ph.D. and Master’s degree in Clinical Psychology. Prior to earning these degrees, she obtained her Bachelor of Arts degree from Haverford College and completed a research fellowship at the University of Pennsylvania. Andrea is a member of the American Psychological Association, Division of Sports, Exercise and Performance Psychology; as well as a member of the American Academy of Pain Medicine and the Georgia Psychological Association.

About Andrea Elkon, PhD

Licensed Psychologist
Best Within You Therapy & Wellness
Anita Lichtblau, Esq.
Partner
Casner & Edwards LLP

Anita is a partner in the Nonprofit Organizations Law practice of Casner & Edwards, a Boston law firm which provides comprehensive legal advice to tax exempt organizations and businesses and individuals involved in nonprofit matters. Her areas of legal expertise include nonprofit formation and affiliations, governance, fundraising, lobbying and political activity, employment, and government and foundation grants and contracts. Before joining Casner & Edwards, Anita served for fifteen years as both the General Counsel for Action for Boston Community Development (ABCD), a large nonprofit human services organization and Community Action Agency (CAA) that provides Head Start and other services to low-income people, and Executive Director of Community Action Program Legal Services (CAPLAW), a nonprofit providing legal training and technical assistance to the approximately 1,000 CAAs across the country. In those positions, she advised, provided training, and wrote numerous articles and publications on many issues. She presented hundreds of in-person workshops and webinars across the national Community Action network. Prior to holding those positions, Anita was a senior trial attorney with the United States Department of Justice handling white collar criminal cases in federal courts in New England and practiced with the Boston firm Hill & Barlow and the Washington D.C. firm Steptoe & Johnson. Anita is a graduate of Harvard Law School and Cornell University.

About Anita Lichtblau, Esq.

Partner
Casner & Edwards LLP
Arnold Ramirez
Fiscal Team Lead
Head Start National Center on Program Management and Fiscal Operations

Arnold has over 43 years of Head Start experience at the local, state, regional, and national levels in grants management/administration, contract negotiations, community partnerships, governance, fiscal management, program planning/development, and human resource management. Mr. Ramirez has worked with Head Start Program Performance Standards from a service delivery standpoint, as a technical assistance provider, and an advocate for change. He has directly operated programs and assisted agencies in meeting both program and fiscal compliance standard requirements. Mr. Ramirez received a Master of Public Administration and a Bachelor of Arts, both from Arizona State University.

About Arnold Ramirez

Fiscal Team Lead
Head Start National Center on Program Management and Fiscal Operations
Bertha Proctor, EdD
CEO
Pace Community Action Agency; WiseCAP Training & Consulting

Bertha is the Chief Executive Officer and formerly served as both the ED and Head Start Director of Pace Community Action Agency. She is currently a Lead Consultant for WiseCAP Training & Consulting, and the Board President of CAPLAW. Her expertise in leadership training and staff development stem from advanced education in Communications, Human Resource Development and Educational Leadership. She previously received the Chamber of Commerce’s Woman in Business Award in her county. Bertha has served as an adjunct faculty member at local universities, a member on various boards, and she has conducted state and national trainings. She has also developed and implemented a variety of management systems and business initiatives. Bertha is a graduate of the University of Maryland, Indiana State University, and Oakland City University.

About Bertha Proctor, EdD

CEO
Pace Community Action Agency; WiseCAP Training & Consulting
R. Brian Tipton, Esq.
Partner
Tipton KPCL

R. Brian Tipton, Esq., is a practicing attorney with over two decades of experience working with nonprofits and grant-funded organizations across the United States. Currently, Brian is Managing Director of Tipton KPCL in Atlanta, where he heads the firm's tax-exempt entities practice. He is a summa cum laude graduate of the Louisiana State University and the Cumberland School of Law of Samford University. As part of his law practice, Brian regularly advises and represents Head Start and other grant-funded entities in the areas of regulatory compliance, audits, funding source disputes, administrative appeals, and litigation. He also consults with organizations on governance, human resources, program, and corporate matters. In addition, Brian develops and presents training programs for nonprofits and a wide range of other grant-funded entities.

About R. Brian Tipton, Esq.

Partner
Tipton KPCL
Catrena Bowman
Executive Director
Northern Kentucky Community Action Commission

Catrena Bowman has worked in non-profit leadership for over 25 years. She is the Executive Director of Northern Kentucky Community Action Commission (NKCAC). Catrena has strategically grown the budget from 13 million to 26 million to serve the community in a more comprehensive way. She has developed key relationships with the business community and helped to improve the visibility of the agency throughout the community. NKCAC is now seen as a leading Non-profit in the Northern Kentucky Region. She serves on many boards throughout the region, including the Chair of the Community Action Kentucky board, current Chair for the Southeastern Association of Community Action Agencies, a board member for the Northern Kentucky Chamber of Commerce and many more. She holds a Bachelor of Family Studies, and a Master’s in Public Administration with an emphasis in Non-profit management. She is a certified early childhood trainer in the state of Kentucky. She has taught many national, state, and local trainings for the Community Action Partnership and many other institutions. Ms. Bowman was recently appointed by the Governor to serve on the Health Equity Committee for the state of Kentucky. She has received many awards and recognitions for her contributions in the non-profit field. Ms. Bowman has a proven track record in nonprofit leadership, program development and implementation as well as community outreach and advocacy. She is a charismatic, dynamic leader and is committed to ending the cycle of poverty and injustice. She has spent her career helping individuals and families find a life of self-reliance. In addition to her work in the non-profit field Catrena owns a women’s clothing boutique, Inspired Fashion, in Covington, Ky. She believes all women are beautiful and shares her passion for empowering women by offering workshops and speaking at various events supporting women. She is an experienced speaker and dynamic emcee that brings high energy to events throughout our region.

About Catrena Bowman

Executive Director
Northern Kentucky Community Action Commission
Cheryl Williams, Esq.
Executive Director
National Association for State Community Services Programs

Cheryl is a seasoned executive with more than 20 years of public policy and operations experience in the federal government and nonprofit sector. As Vice President of the Women’s Congressional Policy Institute, she provided strategic leadership to bring together women policymakers and trusted partners to advance issues important to women and girls, develop the next generation of women leaders, and foster a more effective and representative democracy. Previously, Cheryl served as Associate Director of Government Affairs for the United Negro College Fund, where she advocated on behalf of historically black colleges and universities and to increase access to higher education for students with low incomes. As senior legislative assistant to Congresswoman Eleanor Holmes Norton, she was a trusted advisor on voting rights, women’s health, labor and employment, education, and appropriations, among other issues. She earned her bachelor’s degree from Spelman College and her law degree from American University. A native Washingtonian, Cheryl serves on the boards of Everyone Home DC and the CKA SAVE Project. She also is a longtime volunteer with Food and Friends and SisterMentors.

About Cheryl Williams, Esq.

Executive Director
National Association for State Community Services Programs
David A. Jones
Senior Program Specialist
Federal Office of Head Start

David is a Senior Program Specialist in the Office of Head Start (OHS) and a Federal Project Officer for the National Center on Program Management and Fiscal Operations. Prior to joining OHS, he was the Division Director of Family Support Services at the Visiting Nurse Service of New York for four years and a Program Director for twelve. He implemented their Early Head Start program, targeting adolescent parents providing home and center based services. He developed the nationally recognized Father’s First Initiative and the Bronx Fatherhood Program, one of New York City’s most successful programs serving 16 to 24-year-old non-custodial fathers. He provided mental health consultation for Head Start and Early Head Start Programs. The Visiting Nurse Association of America (VNAA) selected him as Innovator of The Year for his outstanding work with fathers. He was awarded a William Randolph Hearst Foundation fellowship in 2001 and in 2005. He is a 2016 UCLA Head Start Management Fellow, and a 2018 Nike Starting Block Leadership Fellow. David holds a Bachelor’s of Arts in Forensic Psychology from John Jay College, a Master’s of Social Work from Hunter College City University of New York. He completed a postgraduate clinical institute at the Jewish Board of Children and Family Services in Infant Toddler Psychotherapy.

About David A. Jones

Senior Program Specialist
Federal Office of Head Start
David Bradley
Co-Founder + CEO
National Community Action Foundation

For more than 30 years, David has been one of Washington’s leading advocates on behalf of low-income programs. In 1981, David helped found the National Community Action Foundation (NCAF). As a private nonprofit organization funded solely by non-governmental contributions, NCAF represents funding and policy interests of the nation’s 1,000 Community Action Agencies before Congress and the Executive Branch. In this role at NCAF, David was the primary architect of the Community Services Block Grant (CSBG) Act. Besides the CSBG, David’s legislative activities include Weatherization Assistance, the Low Income Home Energy Assistance Program, Head Start, and job training programs. In an age in which partisan gridlock is too often the norm, David has shown an uncanny ability to make poverty issues a concern to both parties. After facing elimination in the 1995 House Republican’s Contract with America, David was able to work with key House Republican leaders to ensure CSBG funding procured the largest percentage received of any domestic program in FY 1997. In his role at NCAF, David has also helped power CAPLAW and CAPPAC, a Political Action Committee. Prior to joining NCAF, David worked in Congressional Affairs at the Small Business Administration under President Jimmy Carter. He has bachelor’s and master’s degrees from George Washington University. In 1987, he was a Senior Executive Fellow at the John F. Kennedy School at Harvard University. David’s mentor, Sargent Shriver, perhaps described David’s advocacy best when he wrote “no one has done more to keep the War on Poverty fresh in the hearts and minds of individuals than David Bradley.”

About David Bradley

Co-Founder + CEO
National Community Action Foundation
Denes Tobie, CPA
Partner
Wipfli LLP

Denes is a Certified Public Accountant and Partner in Wipfli LLP’s nonprofit practice (NPO). For 25 years, she has been overseeing audit engagements and consulting opportunities and working with clients to maintain compliance with laws and regulations. She trains nonprofits and government agencies in regulations, best practices, and governance. She graduated from University of Wisconsin, Platteville with degrees in accounting and business administration.

About Denes Tobie, CPA

Partner
Wipfli LLP
Denise Harlow
CEO
National Community Action Partnership

Denise Harlow was named the Chief Executive Officer of the Community Action Partnership in December 2014. She has been with the Partnership since 2011 and served as Senior Director of Training and Technical Assistance and Interim Chief Operating Officer. Prior to her tenure at the Partnership, she was the CEO of the New York State Community Action Association and Sr. Vice President for Capacity Building for the New York Council of Nonprofits. Denise has more than 29 years of experience in the nonprofit sector, has served on several nonprofit boards of directors, and was an appointee to the Governor’s Early Childhood Advisory Council in New York State. She started her Community Action career as a social worker with the Schenectady Community Action Program. She has a master’s degree in Social Work from the University at Albany where she was also a Fellow on Women and Public Policy at the Center for Women in Government and Civil Society, and holds a bachelor’s degree in Social Work from Valparaiso University.

About Denise Harlow

CEO
National Community Action Partnership
Edward Waters, Esq.
Partner
Feldesman, Tucker, Leifer, Fidell LLP

Ted has served as Managing Partner of the law firm Feldesman, Tucker, Leifer, Fidell LLP since 2003, and as a member of the Health Law and Federal Grants practices since 1992. Well known for his expertise in federal grants, government reimbursement, payment and administrative issues, and his strategic handling of organizations facing crises, Ted has been selected again as a “Super Lawyer” for Health Care in Washington, DC. in 2023. Ted has been counsel to numerous community action agencies and other recipients of federal grants as well as state, national and regional grantee associations in the past 30 years. During his time at the firm, he has represented clients before federal and State courts, legislative bodies, administrative tribunals, Offices of Inspector General and federal agencies. Ted has has taught the first law school class in the country on federal grant programs at the George Washington University School of Law for the past several years. He is a member of the National Grants Management Association (NGMA), where he served on the Board for many years and served two terms as Chair and is also a member of the National Association of College and University Attorneys (NACUA). Ted graduated with a B.A. in Economics from Washington University in St. Louis and a J.D. from the University of Virginia School of Law.

About Edward Waters, Esq.

Partner
Feldesman, Tucker, Leifer, Fidell LLP
Eleanor Evans, Esq.
Counsel
Hemenway & Barnes

Eleanor is Counsel in the nonprofit practice at Hemenway & Barnes LLP. She has over 20 years’ experience representing Community Action Agencies and other tax-exempt organizations in a diverse range of legal, governance and compliance matters. She provides practical advice on strategic initiatives and day-to-day operations in areas such as shared services and mergers, bylaws, government grants and data privacy and security. Prior to joining Hemenway & Barnes, Eleanor served as Executive Director/General Counsel of Community Action Program Legal Services, Inc. (CAPLAW) and as General Counsel of Action for Boston Community Development, Inc. (ABCD), Boston’s Community Action Agency. She is a graduate of Georgetown University Law Center and Smith College.

About Eleanor Evans, Esq.

Counsel
Hemenway & Barnes
Haley Wright
BizOps CFO
CliftonLarsonAllen LLP

Haley Wright is a BizOps Chief Financial Officer at CliftonLarsonAllen LLP. Haley focuses her time on serving nonprofit clients. Haley has over 18 years of experience in accounting, including both public and private accounting roles, with 13 of those years focused on nonprofits. Since being at CLA, Haley has served in an outsourced CFO role for a local community action agency. This role included implementing process improvements and revamping the accounting department to better meet the funding requirements for the agency. Haley graduated with a B.A. from Millikin University and a Master of Professional Accountancy from Indiana University.

About Haley Wright

BizOps CFO
CliftonLarsonAllen LLP
Hugh Poole
CSBG Director
National Association for State Community Services Programs

Hugh is the CSBG Director with NASCSP, responsible for providing direction and oversight to NASCSP’s CSBG State Assistance initiatives. He previously served as the CSBG Program Manager with the State of Kansas, and prior to that role, he spent almost fourteen years working in leadership roles for the Kansas Department of Corrections in fiscal, operations, and personnel management. Hugh is a Nationally Certified ROMA Implementer and a certified Crucial Conversations trainer, with a passion for developing trusting relationships that help transform problems into opportunities. In his spare time, he enjoys doing just about anything with his wife and grandchildren, and working on projects in his woodworking shop.

About Hugh Poole

CSBG Director
National Association for State Community Services Programs
Jacqueline Davis
Director of Professional Development
Head Start National Center on Program Management and Fiscal Operations

Jacqueline brings years of experience as director, project manager and training and technical assistance specialist for early care and education. Jacqueline is currently the Director of Professional Development for the National Center on Program Management and Fiscal Operations (PMF0). She assumed a lead role in developing and publishing a suite of products for emerging leaders in early childhood, a series of interactive homelessness lessons for staff who work with families, and a suite of human resource modules. Jacqueline has continued her work as a principal contributor for the leadership messaging and human resources work that comes through PMFO. She has earned a Master’s in Public Administration from California State University, Dominguez Hills and a Bachelor of Science degree from Louisiana State University. Recently, Jacqueline earned certificates from Cornell University in Strategic Human Resource Leadership, Leading Remote Teams, and Systems Thinking.

About Jacqueline Davis

Director of Professional Development
Head Start National Center on Program Management and Fiscal Operations
Joel Evans
President/CEO
Delta Area Economic Opportunity Corp

Joel Evans is the President & CEO of Delta Area Economic Opportunity Corporation (DAEOC), a private CAA serving some of Missouri’s most impoverished counties. Joel earned a Bachelor’s of Science in Business Administration at Southeast Missouri State University, and later completed a Secondary Education program in Business Education and Masters work in Secondary Education Administration. Joel was selected to represent Missouri in the Delta Regional Authority’s Delta Leadership Institute in 2009-2010 and was later selected to participate in an Executive Development Series at Harvard’s Kennedy School of Government. In addition to serving on CAPLAW’s Board of Directors, Joel has also served as President of the Missouri Community Action Network’s Board of Directors, President of the Missouri Community Action Executive Directors Association, and President of the Region 7 Association of Community Action. He is also a member of the Bootheel Regional Planning Commission Board, an officer of the Missouri Delta Medical Center Board, and the Board of Director of the Greater St. Louis Area Council of the Boys Scouts of America, where he was awarded the Whitney Young Jr. Service Award in 2018 for service to impoverished youth.

About Joel Evans

President/CEO
Delta Area Economic Opportunity Corp
Julia Johnson
Director of Organizational Performance
Wipfli LLP

As an accomplished consultant with more than 25 years of diversified human resources and organizational development experience, Julia Johnson works closely with executive and senior management teams to enhance organizational performance through effective deployment of resources. She builds lasting relationships with clients and tailors recommendations for complex business issues supportive to the unique culture and business environment of each client. Julia received her Bachelor of Science in Industrial Psychology from the University of Wisconsin – Stevens Point and her Master of Arts in Industrial/Organizational Psychology from Western Kentucky University.

About Julia Johnson

Director of Organizational Performance
Wipfli LLP
Katrina Metzler
Executive Director
National Energy and Utility Affordability Coalition

Katrina Metzler is the Executive Director of the National Energy and Utility Affordability Coalition (NEUAC), a leading organization in the fields of public policy and advocacy for energy and poverty issues. Members of the organization include utilities, non-profit organizations, energy assistance programs, trade associations and tribal organizations. NEUAC currently serves more than 200 member organizations that span the nation. The organization bridges the gap between states, social service organizations and government to empower them to work together and learn from each other in times of energy and poverty crisis. Katrina is a graduate of Otterbein University.

About Katrina Metzler

Executive Director
National Energy and Utility Affordability Coalition
Kay Sohl
Principal
Kay Sohl Consulting

Kay has provided training and consultation for Executive Directors, CFOs, and Boards of Directors of over 8,500 nonprofit organizations throughout the United States. She focuses her work on rethinking nonprofit strategies for financial sustainability, Board financial oversight, compliance with federal funds management requirements, and the challenges of nonprofit accounting and financial reporting. She is a frequent presenter for state and regional coalitions of nonprofits, and continuing professional education programs for attorneys and accountants serving the nonprofit sector. She has worked extensively with Community Action Agencies, CAPLAW, and the National Community Action Partnership. Kay has authored multiple financial management toolkits for CAAs and other nonprofits, including resources for cost allocation, financial reporting, dashboard development, and the new OMB Uniform Guidance. She is a licensed public accountant and graduate of University of California at Berkeley. She has a master’s in teaching from Reed College and completed post-graduate work in accounting and business law at Portland State University.

About Kay Sohl

Principal
Kay Sohl Consulting
Keith Hundley, CPA
Partner
Carr, Riggs & Ingram

With 23 years of diversified CPA experience, Keith provides accounting and auditing services to governmental entities and not-for-profit organizations across the United States. As a part of the firm’s governmental and not-for-profit audit team, Keith participates extensively in audits of community action agencies, Head Start programs, and state and local government, specializing in the Single Audit Act and the OMB Uniform Guidance. Additionally, Keith provides accounting and consulting services to not-for-profit organizations in the areas of budgetary compliance, cost allocation plans, tax planning and compliance, special transactions accounting assistance, fiscal operations training and technical assistance, and board training. As a consultant for the Head Start National Center on Program Management and Fiscal Operations’ Fiscal Consultant Initiative, Keith provides T/TA services to Head Start programs across the nation. Keith regularly serves as a continuing education leader for CRI. Keith is an active member of the American Institute of Certified Public Accountants (AICPA) and the Alabama Society of Certified Public Accountants (ASCPA). Keith is a graduate of Troy University and a 2011 inductee to the Troy University Accounting Hall of Honor.

About Keith Hundley, CPA

Partner
Carr, Riggs & Ingram
Khari Garvin
Director
Federal Office of Head Start

Khari Garvin is the director of the Office of Head Start at the Administration for Children and Families at the U.S. Department of Health and Human Services. Joining the Biden-Harris Administration in March 2023, Garvin served as the president and CEO of the United Way of Greater Greensboro in North Carolina, leading the mission to end generational poverty in the Greensboro metro area. Garvin served as the executive director of the Head Start program for a large, multi-state grantee serving children and in rural communities across five states in the southern, southeastern, midwestern and Great Plains regions of the U.S. As the director of North Carolina’s Head Start collaboration office, he convened 55 affiliate grantee organizations including public school systems, community action agencies, county governments and private non-profits that served over 28,000 children and families in all 100 counties. Garvin is a proud alumnus of the National Head Start Fellowships program, where he worked at the Office of Head Start. He previously served as a Head Start grantee program manager in Illinois. He was an assistant Head Start/Early Head Start program director at a North Carolina Head Start program. Garvin holds a degree in psychology from Emory University and a master’s degree in education from Southern Illinois University.

About Khari Garvin

Director
Federal Office of Head Start
Lanikque Howard, PhD
Director
Federal Office of Community Services

Lanikque is the director in the Office of Community Services, Administration for Children and Families (ACF). As the OCS director, she provides leadership and oversight of over $6 billion in mandatory and discretionary grants through seven social service and community development programs. Dr. Howard served three years in the Obama Administration in the Immediate Office of the Assistant Secretary supporting the development and implementation of ACF policy and cross-cutting initiatives. Prior to returning to ACF, Dr. Howard was the senior administrator for Programs at First 5 Alameda County, where she oversaw a number of strategic programs, initiatives, and partnerships aimed at addressing the causes and consequences of poverty, reducing racial disparities, and maximizing the potential of young children and their families. During her tenure, she oversaw First 5’s place-based initiatives, early care and education workforce development program, fatherhood and engagement strategies, concrete support programs, maternal and infant health strategies, and medical-legal partnerships. Dr. Howard also worked at the Institute for Research on Poverty, where she provided technical assistance to county and state government agencies on a range of issues that impact the well-being of marginalized children, families, and communities, including co-leading the modification of statewide child welfare policy. Dr. Howard received a B.A. in American Studies from the University of California, Berkeley, and her MSW and Ph.D. in Social Welfare from the University of Wisconsin, Madison. Her research focused on the interaction of human service programs and how uncoordinated policies and programs affect the well-being of dually served families.

About Lanikque Howard, PhD

Director
Federal Office of Community Services
Laurie Santos, PhD
Professor of Psychology
Yale University

Dr. Laurie Santos is the Chandrika and Ranjan Tandon Professor of Psychology at Yale University. Laurie is an expert on human cognition and the cognitive biases that impede better choices. Her new course, Psychology and the Good Life, teaches students how the science of psychology can provide important hints about how to make wiser choices and live a life that’s happier and more fulfilling. Her course recently became Yale’s most popular course in over 300 years, with almost one of our four students at Yale enrolled. Her course has been featured in numerous news outlets including the New York Times, NBC Nightly News, The Today Show, GQ Magazine, Slate and O! Magazine. A winner of numerous awards both for her science and teaching, she was recently voted as one of Popular Science Magazine’s “Brilliant 10” young minds, and was named in Time Magazine as a “Leading Campus Celebrity.” Her podcast, The Happiness Lab, has nearly 100 million downloads.

About Laurie Santos, PhD

Professor of Psychology
Yale University
Lucy Di Rosa, PhD
Executive Director
Sargent Shriver Peace Institute

Lucy is the Executive Director of the Sargent Shriver Peace Institute (SSPI). Over the years, she has developed the public presence of the organization, leading its communications function and building its social media presence. She is responsible for outreach, community building, and collecting content for the digital and physical archives. As part of her archival work, Lucy discovered an unpublished memoir by Sargent Shriver that details his time as the Director of Economic Opportunity under President Lyndon Johnson. The manuscript will be published under the title 'We Called It a War.' Working in collaboration with SSPI's Founding Director, Jamie Price, Lucy has developed conflict resolution workshops that have been delivered to staff at Community Action agencies in various regions. Lucy is an experienced instructor and researcher who holds a Ph.D. in Italian Studies from the University of Toronto. She speaks several languages, including English, Italian, and French.

About Lucy Di Rosa, PhD

Executive Director
Sargent Shriver Peace Institute
Luther Wright, Jr., Esq.
Shareholder
Ogletree Deakins

Luther is Of Counsel and Assistant Director of Client Training at Ogletree Deakins. After graduating from Middle Tennessee State University and Vanderbilt University School of Law, Luther began his career with a general practice firm in the litigation section. He spent the first several years of his legal career practicing in the general litigation area before joining the Labor & Employment team. He has significant experience in the areas of labor and employment law, corporate business litigation and complex litigation, including class action and collective action lawsuits. He typically represents management in all forms of employment discrimination litigation, including litigation based on federal anti-discrimination statutes, state statutes and common law, violence in the workplace, Fair Labor Standards Act claims and independent contractor disputes. Luther is a member of Ogletree’s Diversity and Inclusion Action Team that provides timely client advice and guidance on diversity related matters. Luther also devotes a significant amount of his practice to day-to-day client advice, general supervisor/employee training, training and advising on diversity and inclusion issues and workplace violence issues, and also acts as the Assistant Director of Client Training as part of the Ogletree Deakins Learning Solutions (“ODLS”) team. ODLS provides employee and supervisor training in a variety of formats, including in-person training, training by webinar/webcasts and customized video training products.

About Luther Wright, Jr., Esq.

Shareholder
Ogletree Deakins
Maribeth Schneber-Rhemrev
Director of Organizational Capacity Building
National Community Action Partnership

Maribeth is the Director of Organizational Capacity Building at the National Community Action Partnership. Maribeth has proudly served the Community Action network since 2010 at the local, state, and national levels, including at a local Community Action Agency where she provided direct services, facilitated agency planning, and supported continuous improvement efforts; serving at the state level as Kentucky’s Director of Family Support where she led the state team responsible for administration and implementation of SNAP, TANF, Medicaid, CSBG, and LIHEAP; and at the national level as the CSBG State Assistance Director at the National Association for State Community Services Programs (NASCSP) where she supported CSBG Lead Agencies to effectively administer CSBG and address poverty at the state level. Maribeth is a Certified Community Action Professional (CCAP), Nationally Certified ROMA Trainer (NCRT) and Accountability Trainer, and certified Project Management Professional (CPMP). She has a degree in human services management and holds a Master of Public Administration with a specialization in law and public policy. Maribeth is an avid animal lover and enjoys hiking and being in nature.

About Maribeth Schneber-Rhemrev

Director of Organizational Capacity Building
National Community Action Partnership
Michael Elkon, Esq.
Partner
Fisher Phillips

Michael is a partner in the Atlanta office of the national employment law firm, Fisher Phillips. Michael advises clients and handles litigation regarding a bevy of employment laws, including Title VII, Section 1981, the Fair Labor Standards Act (FLSA), the Americans with Disabilities Act (ADA), the Family and Medical Leave Act (FMLA), Employee Retirement Income Security Act (ERISA), and state assault and battery laws. He specializes in providing advice and handling litigation relating to covenants not to compete, non-solicitation and non-disclosure provisions, employee raiding, trade secrets, the duty of loyalty, deceptive trade practices under state and federal law, the Computer Fraud & Abuse Act (CFAA), and state computer protection statutes. Michael is also a member of the firm’s COVID-19 Taskforce, a cross-disciplinary team of attorneys dedicated to advising employers on the many workplace law aspects of the global coronavirus pandemic. In addition to litigating, Michael drafts restrictive covenants for numerous different types of agreements and counsels clients on protecting their confidential information and customer relationships, as well as recruiting talent. He received his undergraduate degree from the University of Michigan with High Distinction and his law degree from the University of Virginia School of Law.

About Michael Elkon, Esq.

Partner
Fisher Phillips
Richard Pins, Esq.
Partner
Stinson

Rick is a Partner in and Co-Chair of the Labor and Employment Practice Group at Stinson LLP. He splits his practice equally between the labor and employment disciplines, and both counsels and litigates on behalf of clients. Rick also has considerable commercial litigation experience. He has appeared before numerous state and federal judges and administrative agencies, including the Department of Labor, the National Labor Relations Board and the Equal Employment Opportunity Commission (EEOC). Rick counsels clients daily in a variety of employment-related areas, including wage and hour, drug and alcohol testing, Family and Medical Leave Act (FMLA), discrimination, hiring, discipline, separation, privacy, background checking, record keeping, and workplace violence. He also counsels clients on compliance with state and federal prevailing wage laws and transportation regulations. Rick frequently trains supervisors and employees on the basics of employment law, positive employee relations, and preventing workplace harassment and discrimination. He has been regularly selected for inclusion in both Super Lawyers® and Top 40 Employment Super Lawyers®. Rick received his bachelor’s degree in Economics and Political Science from the University of Wisconsin-Madison and his law degree from the University of Minnesota Law School.

About Richard Pins, Esq.

Partner
Stinson
Tai Blythe
COO
Pace Community Action Agency; WiseCAP Training & Consulting

As Pace Community Action Agency’s Chief Operating Officer, Tai handles agency communications, using technology to streamline processes at her CAA. She also works within the Head Start and Energy Programs. In the past, she has been an adjunct university professor, an ERSEA Specialist and a Program Coordinator. Tai was previously named one of the top 50 Exceptional Emerging Leaders in Early Childhood Education in the United States. She has worked with a variety of non-profit organizations and Fortune 500 companies to develop employee wellness and workplace safety initiatives, as well as smoking cessation and parenting classes. Efficiency and compliance are her specialties. Tai holds a Master’s degree in Leadership Development from Saint Mary-of-the-Woods College and a Bachelor’s in Psychology from the University of Southern Indiana.

About Tai Blythe

COO
Pace Community Action Agency; WiseCAP Training & Consulting
Tommy Sheridan
Deputy Director
National Head Start Association

Tommy Sheridan is the Deputy Director for the National Head Start Association (NHSA) in Alexandria, VA where he has worked since June 2009. In this role, Tommy leads NHSA’s efforts to strategize, develop, and implement the Head Start community’s vision for the future of Head Start and early learning with a specific focus on ensuring all vulnerable children and families have access to Head Start’s comprehensive model of support for the whole child, family, and community. Tommy also oversees NHSA’s advocacy, communications, and government affairs efforts seeking to lobby, advocate, educate, and inform Congress, the White House, states, and the Federal Administration about the realities facing Head Start and early learning. During his tenure at NHSA, annual funding for Head Start has increased nearly 40% and Head Start has become seen as a rare bipartisan program with deep support from all ends of the political spectrum. Prior to his career at NHSA, Tommy worked in the Minnesota State Senate, on several political campaigns, and as a sales manager. Tommy received an Honors Bachelor of Arts from Saint Louis University and a Masters of Public Administration from George Washington University with a specific focus on social policy leadership.

About Tommy Sheridan

Deputy Director
National Head Start Association
Tracy Diaz
Executive Director
Community Action Partnership of Northwest Montana

Tracy has lived in Kalispell for nearly 8 years, and moved there for her current job as the Executive Director of CAPNM. A few years ago, she took on the additional role of Human Resources Manager. Prior to moving to Montana, she lived in Washington and was the Deputy Director for the Human Services Department. She also worked at the Community Action Agency in Washington as a Department Director. Tracy has over 25 years’ experience working in social services, many of those as an administrator. Prior to her current career in Community Action, she was a school teacher, probation officer and social worker. She obtained her degree in Criminal Justice, Sociology and Psychology, received her teaching credential and returned to school for a Masters in Administration. Tracy’s professional focus has always been on homelessness, mental health and equal justice. She is a proud parent of five children and four grandchildren who live in Washington and California. She loves to travel and has been to forty two different countries.

About Tracy Diaz

Executive Director
Community Action Partnership of Northwest Montana
Victor Perello
Director/Manager
CliftonLarsonAllen LLP

Victor is a Director/Manager in CLA’s private industry group. Victor focuses a large portion of his time serving clients primarily in the non-profit industry and growing the Texas non-profit practice. Prior to joining the firm in October 2022, Victor worked for 11 years with another national firm to grow their south Texas government and non-profit practice with a focus on non-profits requiring single audits. Victor grew that practice to almost $2M in client assurance services provided, which does not include tax and consulting services. Victor has more than 18 years of experience in public accounting and industry. He has extensive experience serving a wide variety of non-profits in the San Antonio community and surrounding areas, including but not limited to private foundations and charitable organizations, including those receiving government funding through state and federal grants. He has served the San Antonio community and surrounding areas for the entirety of his career and assisted numerous clients with the implementation of new accounting pronouncements and consulting on interpretations and their financial reporting vs business impact.

About Victor Perello

Director/Manager
CliftonLarsonAllen LLP
William Holt
Chairperson
Agricultural and Labor Program, Inc.

William Holt has served in the community action field for over 35 years, consulting and facilitating many community action agencies' governing bodies across the nation. He attended Alcorn State, is a graduate of Webster College, and earned an Accounting Degree and Associates of Science in data processing. He is a graduate of the Life Underwriters Training Council(LUTCF). His professional affiliations include: Present- Chairperson-Agricultural and Labor Program, Inc.; Past President, Florida Head Start Association; Past President Florida Association Community Action (FACA); Life Member Treasurer: Region IV Head Start Association Board of Directors; Present President (SEACAA) Southeastern Association Community Action Association, Member (NCAF) National Community Action Foundation, Washington, DC; (NCAP) National Action Partnership, Audit Chair for SERCAP Board of Directors Roanoke VA. William has attended a great number of board development trainings and seminars over the years.

About William Holt

Chairperson
Agricultural and Labor Program, Inc.

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Sessions on Jun 27, 2023

08:30 AM
Networking

Pre-Conference Tour | Community First! Village: The True Heart of Austin

08:30 AM - 11:30 AM
Networking

Pre-Conference Tour | Lyndon B. Johnson Library and Museum

08:30 AM - 11:30 AM
11:30 AM
General

Opening Session Lunch: How to Stay Happy (Even During Stressful Times)

11:30 AM - 01:30 PM
    Laurie Santos, PhD
    Professor of PsychologyYale University
    Dr. Laurie Santos is the Chandrika and Ranjan Tandon Professor of Psychology at Yale University. Laurie is an expert on human cognition and the cognitive biases that impede better choices. Her new course, Psychology and the Good Life, teaches students how the science of psychology can provide important hints about how to make wiser choices and live a life that’s happier and more fulfilling. Her course recently became Yale’s most popular course in over 300 years, with almost one of our four students at Yale enrolled. Her course has been featured in numerous news outlets including the New York Times, NBC Nightly News, The Today Show, GQ Magazine, Slate and O! Magazine. A winner of numerous awards both for her science and teaching, she was recently voted as one of Popular Science Magazine’s “Brilliant 10” young minds, and was named in Time Magazine as a “Leading Campus Celebrity.” Her podcast, The Happiness Lab, has nearly 100 million downloads.
    01:45 PM
    Governance

    1A. Burning Bylaws Questions

    01:45 PM - 03:00 PM
      Anita Lichtblau, Esq.
      PartnerCasner & Edwards LLP
      Anita is a partner in the Nonprofit Organizations Law practice of Casner & Edwards, a Boston law firm which provides comprehensive legal advice to tax exempt organizations and businesses and individuals involved in nonprofit matters. Her areas of legal expertise include nonprofit formation and affiliations, governance, fundraising, lobbying and political activity, employment, and government and foundation grants and contracts. Before joining Casner & Edwards, Anita served for fifteen years as both the General Counsel for Action for Boston Community Development (ABCD), a large nonprofit human services organization and Community Action Agency (CAA) that provides Head Start and other services to low-income people, and Executive Director of Community Action Program Legal Services (CAPLAW), a nonprofit providing legal training and technical assistance to the approximately 1,000 CAAs across the country. In those positions, she advised, provided training, and wrote numerous articles and publications on many issues. She presented hundreds of in-person workshops and webinars across the national Community Action network. Prior to holding those positions, Anita was a senior trial attorney with the United States Department of Justice handling white collar criminal cases in federal courts in New England and practiced with the Boston firm Hill & Barlow and the Washington D.C. firm Steptoe & Johnson. Anita is a graduate of Harvard Law School and Cornell University.
      HR

      1B. Psychological and Legal Strategies for Creating Resilient Workplaces

      01:45 PM - 03:00 PM
        Andrea Elkon, PhD
        Licensed PsychologistBest Within You Therapy & Wellness
        Andrea is an independently-practicing licensed clinical psychologist, based in Atlanta, GA and nearing two decades in her profession. As a former collegiate athlete herself, Andrea specializes in working with athletes and active adults; who are struggling with the emotional and physical effects of injury and illness; as well as anxiety, performance issues, perfectionism, and eating concerns. Andrea believes in a multidisciplinary approach to care, and that mental health is a critical component of overall wellness. Prior to transitioning into independent practice, Andrea served as the Director of Behavioral Health Services for Alliance Spine and Pain Centers. In that capacity, she developed a behavioral health program to offer a broader range of services to clients struggling with chronic pain and other chronic health conditions. She also spent the first decade of her career in public mental health, both in the State of Georgia hospital system and the Department of Veteran’s Affairs. Andrea is a graduate of the University of Virginia, where she completed her Ph.D. and Master’s degree in Clinical Psychology. Prior to earning these degrees, she obtained her Bachelor of Arts degree from Haverford College and completed a research fellowship at the University of Pennsylvania. Andrea is a member of the American Psychological Association, Division of Sports, Exercise and Performance Psychology; as well as a member of the American Academy of Pain Medicine and the Georgia Psychological Association.
        Michael Elkon, Esq.
        PartnerFisher Phillips
        Michael is a partner in the Atlanta office of the national employment law firm, Fisher Phillips. Michael advises clients and handles litigation regarding a bevy of employment laws, including Title VII, Section 1981, the Fair Labor Standards Act (FLSA), the Americans with Disabilities Act (ADA), the Family and Medical Leave Act (FMLA), Employee Retirement Income Security Act (ERISA), and state assault and battery laws. He specializes in providing advice and handling litigation relating to covenants not to compete, non-solicitation and non-disclosure provisions, employee raiding, trade secrets, the duty of loyalty, deceptive trade practices under state and federal law, the Computer Fraud & Abuse Act (CFAA), and state computer protection statutes. Michael is also a member of the firm’s COVID-19 Taskforce, a cross-disciplinary team of attorneys dedicated to advising employers on the many workplace law aspects of the global coronavirus pandemic. In addition to litigating, Michael drafts restrictive covenants for numerous different types of agreements and counsels clients on protecting their confidential information and customer relationships, as well as recruiting talent. He received his undergraduate degree from the University of Michigan with High Distinction and his law degree from the University of Virginia School of Law.
        Finance

        1C. Preventative Care for CAA Audits: Auditor Engagement and Audit Readiness

        01:45 PM - 03:00 PM
          Denes Tobie, CPA
          PartnerWipfli LLP
          Denes is a Certified Public Accountant and Partner in Wipfli LLP’s nonprofit practice (NPO). For 25 years, she has been overseeing audit engagements and consulting opportunities and working with clients to maintain compliance with laws and regulations. She trains nonprofits and government agencies in regulations, best practices, and governance. She graduated from University of Wisconsin, Platteville with degrees in accounting and business administration.
          Program

          1D. CSBG Hot Topics

          01:45 PM - 03:00 PM
            Allison Ma'Luf, Esq.
            Executive Director & General CounselCAPLAW
            Allison is the Executive Director and General Counsel of CAPLAW. She advises community action agencies on a wide range of legal issues, including board responsibilities, Head Start, employment law, and tax-exempt organization law requirements. Prior to joining CAPLAW, Allison practiced law as a corporate associate at Goodwin Procter LLP in Boston, Massachusetts and Troutman Sanders LLP in Atlanta, Georgia where she represented public and private companies and nonprofit organizations in general corporate matters. She also completed a two-year appointment to the Staff Attorney’s Office at the United States Court of Appeals, Eleventh Circuit. Allison received her undergraduate and law degrees from Wake Forest University.
            Cheryl Williams, Esq.
            Executive DirectorNational Association for State Community Services Programs
            Cheryl is a seasoned executive with more than 20 years of public policy and operations experience in the federal government and nonprofit sector. As Vice President of the Women’s Congressional Policy Institute, she provided strategic leadership to bring together women policymakers and trusted partners to advance issues important to women and girls, develop the next generation of women leaders, and foster a more effective and representative democracy. Previously, Cheryl served as Associate Director of Government Affairs for the United Negro College Fund, where she advocated on behalf of historically black colleges and universities and to increase access to higher education for students with low incomes. As senior legislative assistant to Congresswoman Eleanor Holmes Norton, she was a trusted advisor on voting rights, women’s health, labor and employment, education, and appropriations, among other issues. She earned her bachelor’s degree from Spelman College and her law degree from American University. A native Washingtonian, Cheryl serves on the boards of Everyone Home DC and the CKA SAVE Project. She also is a longtime volunteer with Food and Friends and SisterMentors.
            Denise Harlow
            CEONational Community Action Partnership
            Denise Harlow was named the Chief Executive Officer of the Community Action Partnership in December 2014. She has been with the Partnership since 2011 and served as Senior Director of Training and Technical Assistance and Interim Chief Operating Officer. Prior to her tenure at the Partnership, she was the CEO of the New York State Community Action Association and Sr. Vice President for Capacity Building for the New York Council of Nonprofits. Denise has more than 29 years of experience in the nonprofit sector, has served on several nonprofit boards of directors, and was an appointee to the Governor’s Early Childhood Advisory Council in New York State. She started her Community Action career as a social worker with the Schenectady Community Action Program. She has a master’s degree in Social Work from the University at Albany where she was also a Fellow on Women and Public Policy at the Center for Women in Government and Civil Society, and holds a bachelor’s degree in Social Work from Valparaiso University.
            Lanikque Howard, PhD
            DirectorFederal Office of Community Services
            Lanikque is the director in the Office of Community Services, Administration for Children and Families (ACF). As the OCS director, she provides leadership and oversight of over $6 billion in mandatory and discretionary grants through seven social service and community development programs. Dr. Howard served three years in the Obama Administration in the Immediate Office of the Assistant Secretary supporting the development and implementation of ACF policy and cross-cutting initiatives. Prior to returning to ACF, Dr. Howard was the senior administrator for Programs at First 5 Alameda County, where she oversaw a number of strategic programs, initiatives, and partnerships aimed at addressing the causes and consequences of poverty, reducing racial disparities, and maximizing the potential of young children and their families. During her tenure, she oversaw First 5’s place-based initiatives, early care and education workforce development program, fatherhood and engagement strategies, concrete support programs, maternal and infant health strategies, and medical-legal partnerships. Dr. Howard also worked at the Institute for Research on Poverty, where she provided technical assistance to county and state government agencies on a range of issues that impact the well-being of marginalized children, families, and communities, including co-leading the modification of statewide child welfare policy. Dr. Howard received a B.A. in American Studies from the University of California, Berkeley, and her MSW and Ph.D. in Social Welfare from the University of Wisconsin, Madison. Her research focused on the interaction of human service programs and how uncoordinated policies and programs affect the well-being of dually served families.
            Charisse Johnson
            DirectorOffice of Community Services
            Charisse Johnson is the Director of the Division of Community Assistance, which administers the Community Services Block Grant (CSBG). Ms. Johnson’s career in human services spans over 30 years in a wide range of roles and leadership positions. All of Ms. Johnson’s roles have required her to act as a change leader. Ms. Johnson’s work in the Administration for Children and Families began in 2010 as a Program Specialist in the Children’s Bureau within the Office on Child Abuse and Neglect. In 2012, Ms. Johnson became the Branch Chief for the Healthy Marriage and Responsible Fatherhood Discretionary Grant Program in the Office of Family Assistance. Since 2018, Ms. Johnson served as the Director of the Division of Community Strengthening Grants in the Office of Grants Management. Prior to becoming a federal employee, Ms. Johnson worked in North Carolina’s child welfare system. From 2007 to 2010, Charisse served as the Section Chief for North Carolina’s Child Welfare System, and in that capacity provided primary leadership and oversight for the state’s child welfare system. Ms. Johnson also has experience in the non-profit sector, and has served on a number of state and national boards and advisory groups. As the Deputy Director of Wayne Action Group for Economic Solvency (WAGES), a Community Action Agency in North Carolina, Ms. Johnson had oversight for Head Start, Early Head Start, CSBG, childcare services, and a home visiting program. Ms. Johnson earned a Master’s Degree in Social Work from East Carolina University in Greenville, North Carolina. Ms. Johnson has two adult children and two grandchildren.
            Specialized

            1E. Facilities and Leases in Grant-Funded Programs

            01:45 PM - 03:00 PM
              R. Brian Tipton, Esq.
              PartnerTipton KPCL
              R. Brian Tipton, Esq., is a practicing attorney with over two decades of experience working with nonprofits and grant-funded organizations across the United States. Currently, Brian is Managing Director of Tipton KPCL in Atlanta, where he heads the firm's tax-exempt entities practice. He is a summa cum laude graduate of the Louisiana State University and the Cumberland School of Law of Samford University. As part of his law practice, Brian regularly advises and represents Head Start and other grant-funded entities in the areas of regulatory compliance, audits, funding source disputes, administrative appeals, and litigation. He also consults with organizations on governance, human resources, program, and corporate matters. In addition, Brian develops and presents training programs for nonprofits and a wide range of other grant-funded entities.
              Keith Hundley, CPA
              PartnerCarr, Riggs & Ingram
              With 23 years of diversified CPA experience, Keith provides accounting and auditing services to governmental entities and not-for-profit organizations across the United States. As a part of the firm’s governmental and not-for-profit audit team, Keith participates extensively in audits of community action agencies, Head Start programs, and state and local government, specializing in the Single Audit Act and the OMB Uniform Guidance. Additionally, Keith provides accounting and consulting services to not-for-profit organizations in the areas of budgetary compliance, cost allocation plans, tax planning and compliance, special transactions accounting assistance, fiscal operations training and technical assistance, and board training. As a consultant for the Head Start National Center on Program Management and Fiscal Operations’ Fiscal Consultant Initiative, Keith provides T/TA services to Head Start programs across the nation. Keith regularly serves as a continuing education leader for CRI. Keith is an active member of the American Institute of Certified Public Accountants (AICPA) and the Alabama Society of Certified Public Accountants (ASCPA). Keith is a graduate of Troy University and a 2011 inductee to the Troy University Accounting Hall of Honor.
              03:45 PM
              Governance

              2A. Maximizing Impact: Engaging the Board in Organizational Sustainability

              03:45 PM - 05:00 PM
                Anita Lichtblau, Esq.
                PartnerCasner & Edwards LLP
                Anita is a partner in the Nonprofit Organizations Law practice of Casner & Edwards, a Boston law firm which provides comprehensive legal advice to tax exempt organizations and businesses and individuals involved in nonprofit matters. Her areas of legal expertise include nonprofit formation and affiliations, governance, fundraising, lobbying and political activity, employment, and government and foundation grants and contracts. Before joining Casner & Edwards, Anita served for fifteen years as both the General Counsel for Action for Boston Community Development (ABCD), a large nonprofit human services organization and Community Action Agency (CAA) that provides Head Start and other services to low-income people, and Executive Director of Community Action Program Legal Services (CAPLAW), a nonprofit providing legal training and technical assistance to the approximately 1,000 CAAs across the country. In those positions, she advised, provided training, and wrote numerous articles and publications on many issues. She presented hundreds of in-person workshops and webinars across the national Community Action network. Prior to holding those positions, Anita was a senior trial attorney with the United States Department of Justice handling white collar criminal cases in federal courts in New England and practiced with the Boston firm Hill & Barlow and the Washington D.C. firm Steptoe & Johnson. Anita is a graduate of Harvard Law School and Cornell University.
                HR

                2B. Wage and Hour Law Tune Up

                03:45 PM - 05:00 PM
                  Richard Pins, Esq.
                  PartnerStinson
                  Rick is a Partner in and Co-Chair of the Labor and Employment Practice Group at Stinson LLP. He splits his practice equally between the labor and employment disciplines, and both counsels and litigates on behalf of clients. Rick also has considerable commercial litigation experience. He has appeared before numerous state and federal judges and administrative agencies, including the Department of Labor, the National Labor Relations Board and the Equal Employment Opportunity Commission (EEOC). Rick counsels clients daily in a variety of employment-related areas, including wage and hour, drug and alcohol testing, Family and Medical Leave Act (FMLA), discrimination, hiring, discipline, separation, privacy, background checking, record keeping, and workplace violence. He also counsels clients on compliance with state and federal prevailing wage laws and transportation regulations. Rick frequently trains supervisors and employees on the basics of employment law, positive employee relations, and preventing workplace harassment and discrimination. He has been regularly selected for inclusion in both Super Lawyers® and Top 40 Employment Super Lawyers®. Rick received his bachelor’s degree in Economics and Political Science from the University of Wisconsin-Madison and his law degree from the University of Minnesota Law School.
                  Finance

                  2C. Nobody's Perfect: Common Mistakes in Nonprofit Financial Statements

                  03:45 PM - 05:00 PM
                    Denes Tobie, CPA
                    PartnerWipfli LLP
                    Denes is a Certified Public Accountant and Partner in Wipfli LLP’s nonprofit practice (NPO). For 25 years, she has been overseeing audit engagements and consulting opportunities and working with clients to maintain compliance with laws and regulations. She trains nonprofits and government agencies in regulations, best practices, and governance. She graduated from University of Wisconsin, Platteville with degrees in accounting and business administration.
                    Program

                    2D. Head Start Update

                    03:45 PM - 05:00 PM
                      R. Brian Tipton, Esq.
                      PartnerTipton KPCL
                      R. Brian Tipton, Esq., is a practicing attorney with over two decades of experience working with nonprofits and grant-funded organizations across the United States. Currently, Brian is Managing Director of Tipton KPCL in Atlanta, where he heads the firm's tax-exempt entities practice. He is a summa cum laude graduate of the Louisiana State University and the Cumberland School of Law of Samford University. As part of his law practice, Brian regularly advises and represents Head Start and other grant-funded entities in the areas of regulatory compliance, audits, funding source disputes, administrative appeals, and litigation. He also consults with organizations on governance, human resources, program, and corporate matters. In addition, Brian develops and presents training programs for nonprofits and a wide range of other grant-funded entities.
                      David A. Jones
                      Senior Program SpecialistFederal Office of Head Start
                      David is a Senior Program Specialist in the Office of Head Start (OHS) and a Federal Project Officer for the National Center on Program Management and Fiscal Operations. Prior to joining OHS, he was the Division Director of Family Support Services at the Visiting Nurse Service of New York for four years and a Program Director for twelve. He implemented their Early Head Start program, targeting adolescent parents providing home and center based services. He developed the nationally recognized Father’s First Initiative and the Bronx Fatherhood Program, one of New York City’s most successful programs serving 16 to 24-year-old non-custodial fathers. He provided mental health consultation for Head Start and Early Head Start Programs. The Visiting Nurse Association of America (VNAA) selected him as Innovator of The Year for his outstanding work with fathers. He was awarded a William Randolph Hearst Foundation fellowship in 2001 and in 2005. He is a 2016 UCLA Head Start Management Fellow, and a 2018 Nike Starting Block Leadership Fellow. David holds a Bachelor’s of Arts in Forensic Psychology from John Jay College, a Master’s of Social Work from Hunter College City University of New York. He completed a postgraduate clinical institute at the Jewish Board of Children and Family Services in Infant Toddler Psychotherapy.
                      Khari Garvin
                      DirectorFederal Office of Head Start
                      Khari Garvin is the director of the Office of Head Start at the Administration for Children and Families at the U.S. Department of Health and Human Services. Joining the Biden-Harris Administration in March 2023, Garvin served as the president and CEO of the United Way of Greater Greensboro in North Carolina, leading the mission to end generational poverty in the Greensboro metro area. Garvin served as the executive director of the Head Start program for a large, multi-state grantee serving children and in rural communities across five states in the southern, southeastern, midwestern and Great Plains regions of the U.S. As the director of North Carolina’s Head Start collaboration office, he convened 55 affiliate grantee organizations including public school systems, community action agencies, county governments and private non-profits that served over 28,000 children and families in all 100 counties. Garvin is a proud alumnus of the National Head Start Fellowships program, where he worked at the Office of Head Start. He previously served as a Head Start grantee program manager in Illinois. He was an assistant Head Start/Early Head Start program director at a North Carolina Head Start program. Garvin holds a degree in psychology from Emory University and a master’s degree in education from Southern Illinois University.
                      Tommy Sheridan
                      Deputy DirectorNational Head Start Association
                      Tommy Sheridan is the Deputy Director for the National Head Start Association (NHSA) in Alexandria, VA where he has worked since June 2009. In this role, Tommy leads NHSA’s efforts to strategize, develop, and implement the Head Start community’s vision for the future of Head Start and early learning with a specific focus on ensuring all vulnerable children and families have access to Head Start’s comprehensive model of support for the whole child, family, and community. Tommy also oversees NHSA’s advocacy, communications, and government affairs efforts seeking to lobby, advocate, educate, and inform Congress, the White House, states, and the Federal Administration about the realities facing Head Start and early learning. During his tenure at NHSA, annual funding for Head Start has increased nearly 40% and Head Start has become seen as a rare bipartisan program with deep support from all ends of the political spectrum. Prior to his career at NHSA, Tommy worked in the Minnesota State Senate, on several political campaigns, and as a sales manager. Tommy received an Honors Bachelor of Arts from Saint Louis University and a Masters of Public Administration from George Washington University with a specific focus on social policy leadership.
                      Specialized

                      2E. (Potential) Energy: Unlocking the Possibilities of LIHEAP

                      03:45 PM - 05:00 PM
                        Katrina Metzler
                        Executive DirectorNational Energy and Utility Affordability Coalition
                        Katrina Metzler is the Executive Director of the National Energy and Utility Affordability Coalition (NEUAC), a leading organization in the fields of public policy and advocacy for energy and poverty issues. Members of the organization include utilities, non-profit organizations, energy assistance programs, trade associations and tribal organizations. NEUAC currently serves more than 200 member organizations that span the nation. The organization bridges the gap between states, social service organizations and government to empower them to work together and learn from each other in times of energy and poverty crisis. Katrina is a graduate of Otterbein University.
                        05:15 PM
                        Elective Session

                        Elective Session

                        05:15 PM - 05:45 PM
                        06:00 PM
                        Networking

                        Networking Reception

                        06:00 PM - 07:00 PM

                        Sessions on Jun 28, 2023

                        09:00 AM
                        Governance

                        3A. Strength Lies Within: CAA Boards and Internal Controls

                        09:00 AM - 10:15 AM
                          Keith Hundley, CPA
                          PartnerCarr, Riggs & Ingram
                          With 23 years of diversified CPA experience, Keith provides accounting and auditing services to governmental entities and not-for-profit organizations across the United States. As a part of the firm’s governmental and not-for-profit audit team, Keith participates extensively in audits of community action agencies, Head Start programs, and state and local government, specializing in the Single Audit Act and the OMB Uniform Guidance. Additionally, Keith provides accounting and consulting services to not-for-profit organizations in the areas of budgetary compliance, cost allocation plans, tax planning and compliance, special transactions accounting assistance, fiscal operations training and technical assistance, and board training. As a consultant for the Head Start National Center on Program Management and Fiscal Operations’ Fiscal Consultant Initiative, Keith provides T/TA services to Head Start programs across the nation. Keith regularly serves as a continuing education leader for CRI. Keith is an active member of the American Institute of Certified Public Accountants (AICPA) and the Alabama Society of Certified Public Accountants (ASCPA). Keith is a graduate of Troy University and a 2011 inductee to the Troy University Accounting Hall of Honor.
                          HR

                          3B. Cause the Culture, Lead the Change

                          09:00 AM - 10:15 AM
                            Bertha Proctor, EdD
                            CEOPace Community Action Agency; WiseCAP Training & Consulting
                            Bertha is the Chief Executive Officer and formerly served as both the ED and Head Start Director of Pace Community Action Agency. She is currently a Lead Consultant for WiseCAP Training & Consulting, and the Board President of CAPLAW. Her expertise in leadership training and staff development stem from advanced education in Communications, Human Resource Development and Educational Leadership. She previously received the Chamber of Commerce’s Woman in Business Award in her county. Bertha has served as an adjunct faculty member at local universities, a member on various boards, and she has conducted state and national trainings. She has also developed and implemented a variety of management systems and business initiatives. Bertha is a graduate of the University of Maryland, Indiana State University, and Oakland City University.
                            Tai Blythe
                            COOPace Community Action Agency; WiseCAP Training & Consulting
                            As Pace Community Action Agency’s Chief Operating Officer, Tai handles agency communications, using technology to streamline processes at her CAA. She also works within the Head Start and Energy Programs. In the past, she has been an adjunct university professor, an ERSEA Specialist and a Program Coordinator. Tai was previously named one of the top 50 Exceptional Emerging Leaders in Early Childhood Education in the United States. She has worked with a variety of non-profit organizations and Fortune 500 companies to develop employee wellness and workplace safety initiatives, as well as smoking cessation and parenting classes. Efficiency and compliance are her specialties. Tai holds a Master’s degree in Leadership Development from Saint Mary-of-the-Woods College and a Bachelor’s in Psychology from the University of Southern Indiana.
                            Finance

                            3C. Staying Ahead of the Game: Navigating the Latest Accounting and Tax Guidance for Nonprofits

                            09:00 AM - 10:15 AM
                              Haley Wright
                              BizOps CFOCliftonLarsonAllen LLP
                              Haley Wright is a BizOps Chief Financial Officer at CliftonLarsonAllen LLP. Haley focuses her time on serving nonprofit clients. Haley has over 18 years of experience in accounting, including both public and private accounting roles, with 13 of those years focused on nonprofits. Since being at CLA, Haley has served in an outsourced CFO role for a local community action agency. This role included implementing process improvements and revamping the accounting department to better meet the funding requirements for the agency. Haley graduated with a B.A. from Millikin University and a Master of Professional Accountancy from Indiana University.
                              Victor Perello
                              Director/ManagerCliftonLarsonAllen LLP
                              Victor is a Director/Manager in CLA’s private industry group. Victor focuses a large portion of his time serving clients primarily in the non-profit industry and growing the Texas non-profit practice. Prior to joining the firm in October 2022, Victor worked for 11 years with another national firm to grow their south Texas government and non-profit practice with a focus on non-profits requiring single audits. Victor grew that practice to almost $2M in client assurance services provided, which does not include tax and consulting services. Victor has more than 18 years of experience in public accounting and industry. He has extensive experience serving a wide variety of non-profits in the San Antonio community and surrounding areas, including but not limited to private foundations and charitable organizations, including those receiving government funding through state and federal grants. He has served the San Antonio community and surrounding areas for the entirety of his career and assisted numerous clients with the implementation of new accounting pronouncements and consulting on interpretations and their financial reporting vs business impact.
                              Program

                              3D. Head Start Change in Scope: Using Data to Support Decision-Making

                              09:00 AM - 10:15 AM
                                Jacqueline Davis
                                Director of Professional DevelopmentHead Start National Center on Program Management and Fiscal Operations
                                Jacqueline brings years of experience as director, project manager and training and technical assistance specialist for early care and education. Jacqueline is currently the Director of Professional Development for the National Center on Program Management and Fiscal Operations (PMF0). She assumed a lead role in developing and publishing a suite of products for emerging leaders in early childhood, a series of interactive homelessness lessons for staff who work with families, and a suite of human resource modules. Jacqueline has continued her work as a principal contributor for the leadership messaging and human resources work that comes through PMFO. She has earned a Master’s in Public Administration from California State University, Dominguez Hills and a Bachelor of Science degree from Louisiana State University. Recently, Jacqueline earned certificates from Cornell University in Strategic Human Resource Leadership, Leading Remote Teams, and Systems Thinking.
                                Arnold Ramirez
                                Fiscal Team LeadHead Start National Center on Program Management and Fiscal Operations
                                Arnold has over 43 years of Head Start experience at the local, state, regional, and national levels in grants management/administration, contract negotiations, community partnerships, governance, fiscal management, program planning/development, and human resource management. Mr. Ramirez has worked with Head Start Program Performance Standards from a service delivery standpoint, as a technical assistance provider, and an advocate for change. He has directly operated programs and assisted agencies in meeting both program and fiscal compliance standard requirements. Mr. Ramirez received a Master of Public Administration and a Bachelor of Arts, both from Arizona State University.
                                Specialized

                                3E. Client Data Sharing

                                09:00 AM - 10:15 AM
                                  Eleanor Evans, Esq.
                                  CounselHemenway & Barnes
                                  Eleanor is Counsel in the nonprofit practice at Hemenway & Barnes LLP. She has over 20 years’ experience representing Community Action Agencies and other tax-exempt organizations in a diverse range of legal, governance and compliance matters. She provides practical advice on strategic initiatives and day-to-day operations in areas such as shared services and mergers, bylaws, government grants and data privacy and security. Prior to joining Hemenway & Barnes, Eleanor served as Executive Director/General Counsel of Community Action Program Legal Services, Inc. (CAPLAW) and as General Counsel of Action for Boston Community Development, Inc. (ABCD), Boston’s Community Action Agency. She is a graduate of Georgetown University Law Center and Smith College.
                                  10:30 AM
                                  General

                                  CAPLAW Update

                                  10:30 AM - 11:00 AM
                                  11:00 AM
                                  General

                                  Legislative Update

                                  11:00 AM - 12:00 PM
                                    David Bradley
                                    Co-Founder + CEONational Community Action Foundation
                                    For more than 30 years, David has been one of Washington’s leading advocates on behalf of low-income programs. In 1981, David helped found the National Community Action Foundation (NCAF). As a private nonprofit organization funded solely by non-governmental contributions, NCAF represents funding and policy interests of the nation’s 1,000 Community Action Agencies before Congress and the Executive Branch. In this role at NCAF, David was the primary architect of the Community Services Block Grant (CSBG) Act. Besides the CSBG, David’s legislative activities include Weatherization Assistance, the Low Income Home Energy Assistance Program, Head Start, and job training programs. In an age in which partisan gridlock is too often the norm, David has shown an uncanny ability to make poverty issues a concern to both parties. After facing elimination in the 1995 House Republican’s Contract with America, David was able to work with key House Republican leaders to ensure CSBG funding procured the largest percentage received of any domestic program in FY 1997. In his role at NCAF, David has also helped power CAPLAW and CAPPAC, a Political Action Committee. Prior to joining NCAF, David worked in Congressional Affairs at the Small Business Administration under President Jimmy Carter. He has bachelor’s and master’s degrees from George Washington University. In 1987, he was a Senior Executive Fellow at the John F. Kennedy School at Harvard University. David’s mentor, Sargent Shriver, perhaps described David’s advocacy best when he wrote “no one has done more to keep the War on Poverty fresh in the hearts and minds of individuals than David Bradley.”
                                    01:30 PM
                                    Governance

                                    4A. Foundational Relationship: A CAA’s Executive Director and Board Chair

                                    01:30 PM - 02:45 PM
                                      Catrena Bowman
                                      Executive DirectorNorthern Kentucky Community Action Commission
                                      Catrena Bowman has worked in non-profit leadership for over 25 years. She is the Executive Director of Northern Kentucky Community Action Commission (NKCAC). Catrena has strategically grown the budget from 13 million to 26 million to serve the community in a more comprehensive way. She has developed key relationships with the business community and helped to improve the visibility of the agency throughout the community. NKCAC is now seen as a leading Non-profit in the Northern Kentucky Region. She serves on many boards throughout the region, including the Chair of the Community Action Kentucky board, current Chair for the Southeastern Association of Community Action Agencies, a board member for the Northern Kentucky Chamber of Commerce and many more. She holds a Bachelor of Family Studies, and a Master’s in Public Administration with an emphasis in Non-profit management. She is a certified early childhood trainer in the state of Kentucky. She has taught many national, state, and local trainings for the Community Action Partnership and many other institutions. Ms. Bowman was recently appointed by the Governor to serve on the Health Equity Committee for the state of Kentucky. She has received many awards and recognitions for her contributions in the non-profit field. Ms. Bowman has a proven track record in nonprofit leadership, program development and implementation as well as community outreach and advocacy. She is a charismatic, dynamic leader and is committed to ending the cycle of poverty and injustice. She has spent her career helping individuals and families find a life of self-reliance. In addition to her work in the non-profit field Catrena owns a women’s clothing boutique, Inspired Fashion, in Covington, Ky. She believes all women are beautiful and shares her passion for empowering women by offering workshops and speaking at various events supporting women. She is an experienced speaker and dynamic emcee that brings high energy to events throughout our region.
                                      Denise Harlow
                                      CEONational Community Action Partnership
                                      Denise Harlow was named the Chief Executive Officer of the Community Action Partnership in December 2014. She has been with the Partnership since 2011 and served as Senior Director of Training and Technical Assistance and Interim Chief Operating Officer. Prior to her tenure at the Partnership, she was the CEO of the New York State Community Action Association and Sr. Vice President for Capacity Building for the New York Council of Nonprofits. Denise has more than 29 years of experience in the nonprofit sector, has served on several nonprofit boards of directors, and was an appointee to the Governor’s Early Childhood Advisory Council in New York State. She started her Community Action career as a social worker with the Schenectady Community Action Program. She has a master’s degree in Social Work from the University at Albany where she was also a Fellow on Women and Public Policy at the Center for Women in Government and Civil Society, and holds a bachelor’s degree in Social Work from Valparaiso University.
                                      William Holt
                                      ChairpersonAgricultural and Labor Program, Inc.
                                      William Holt has served in the community action field for over 35 years, consulting and facilitating many community action agencies' governing bodies across the nation. He attended Alcorn State, is a graduate of Webster College, and earned an Accounting Degree and Associates of Science in data processing. He is a graduate of the Life Underwriters Training Council(LUTCF). His professional affiliations include: Present- Chairperson-Agricultural and Labor Program, Inc.; Past President, Florida Head Start Association; Past President Florida Association Community Action (FACA); Life Member Treasurer: Region IV Head Start Association Board of Directors; Present President (SEACAA) Southeastern Association Community Action Association, Member (NCAF) National Community Action Foundation, Washington, DC; (NCAP) National Action Partnership, Audit Chair for SERCAP Board of Directors Roanoke VA. William has attended a great number of board development trainings and seminars over the years.
                                      HR

                                      4B. Striking the Right Balance: Working with a Unionized Workforce

                                      01:30 PM - 02:45 PM
                                        Richard Pins, Esq.
                                        PartnerStinson
                                        Rick is a Partner in and Co-Chair of the Labor and Employment Practice Group at Stinson LLP. He splits his practice equally between the labor and employment disciplines, and both counsels and litigates on behalf of clients. Rick also has considerable commercial litigation experience. He has appeared before numerous state and federal judges and administrative agencies, including the Department of Labor, the National Labor Relations Board and the Equal Employment Opportunity Commission (EEOC). Rick counsels clients daily in a variety of employment-related areas, including wage and hour, drug and alcohol testing, Family and Medical Leave Act (FMLA), discrimination, hiring, discipline, separation, privacy, background checking, record keeping, and workplace violence. He also counsels clients on compliance with state and federal prevailing wage laws and transportation regulations. Rick frequently trains supervisors and employees on the basics of employment law, positive employee relations, and preventing workplace harassment and discrimination. He has been regularly selected for inclusion in both Super Lawyers® and Top 40 Employment Super Lawyers®. Rick received his bachelor’s degree in Economics and Political Science from the University of Wisconsin-Madison and his law degree from the University of Minnesota Law School.
                                        Finance

                                        4C. Program Income: Opportunities and Challenges

                                        01:30 PM - 02:45 PM
                                          Kay Sohl
                                          PrincipalKay Sohl Consulting
                                          Kay has provided training and consultation for Executive Directors, CFOs, and Boards of Directors of over 8,500 nonprofit organizations throughout the United States. She focuses her work on rethinking nonprofit strategies for financial sustainability, Board financial oversight, compliance with federal funds management requirements, and the challenges of nonprofit accounting and financial reporting. She is a frequent presenter for state and regional coalitions of nonprofits, and continuing professional education programs for attorneys and accountants serving the nonprofit sector. She has worked extensively with Community Action Agencies, CAPLAW, and the National Community Action Partnership. Kay has authored multiple financial management toolkits for CAAs and other nonprofits, including resources for cost allocation, financial reporting, dashboard development, and the new OMB Uniform Guidance. She is a licensed public accountant and graduate of University of California at Berkeley. She has a master’s in teaching from Reed College and completed post-graduate work in accounting and business law at Portland State University.
                                          Program

                                          4D. State Promising Practices for a More Engaged Network

                                          01:30 PM - 02:45 PM
                                            Hugh Poole
                                            CSBG DirectorNational Association for State Community Services Programs
                                            Hugh is the CSBG Director with NASCSP, responsible for providing direction and oversight to NASCSP’s CSBG State Assistance initiatives. He previously served as the CSBG Program Manager with the State of Kansas, and prior to that role, he spent almost fourteen years working in leadership roles for the Kansas Department of Corrections in fiscal, operations, and personnel management. Hugh is a Nationally Certified ROMA Implementer and a certified Crucial Conversations trainer, with a passion for developing trusting relationships that help transform problems into opportunities. In his spare time, he enjoys doing just about anything with his wife and grandchildren, and working on projects in his woodworking shop.
                                            Specialized

                                            4E. Rural CAAs: Surveying the Legal Landscape

                                            01:30 PM - 02:45 PM
                                              Eleanor Evans, Esq.
                                              CounselHemenway & Barnes
                                              Eleanor is Counsel in the nonprofit practice at Hemenway & Barnes LLP. She has over 20 years’ experience representing Community Action Agencies and other tax-exempt organizations in a diverse range of legal, governance and compliance matters. She provides practical advice on strategic initiatives and day-to-day operations in areas such as shared services and mergers, bylaws, government grants and data privacy and security. Prior to joining Hemenway & Barnes, Eleanor served as Executive Director/General Counsel of Community Action Program Legal Services, Inc. (CAPLAW) and as General Counsel of Action for Boston Community Development, Inc. (ABCD), Boston’s Community Action Agency. She is a graduate of Georgetown University Law Center and Smith College.
                                              Joel Evans
                                              President/CEODelta Area Economic Opportunity Corp
                                              Joel Evans is the President & CEO of Delta Area Economic Opportunity Corporation (DAEOC), a private CAA serving some of Missouri’s most impoverished counties. Joel earned a Bachelor’s of Science in Business Administration at Southeast Missouri State University, and later completed a Secondary Education program in Business Education and Masters work in Secondary Education Administration. Joel was selected to represent Missouri in the Delta Regional Authority’s Delta Leadership Institute in 2009-2010 and was later selected to participate in an Executive Development Series at Harvard’s Kennedy School of Government. In addition to serving on CAPLAW’s Board of Directors, Joel has also served as President of the Missouri Community Action Network’s Board of Directors, President of the Missouri Community Action Executive Directors Association, and President of the Region 7 Association of Community Action. He is also a member of the Bootheel Regional Planning Commission Board, an officer of the Missouri Delta Medical Center Board, and the Board of Director of the Greater St. Louis Area Council of the Boys Scouts of America, where he was awarded the Whitney Young Jr. Service Award in 2018 for service to impoverished youth.
                                              Tracy Diaz
                                              Executive DirectorCommunity Action Partnership of Northwest Montana
                                              Tracy has lived in Kalispell for nearly 8 years, and moved there for her current job as the Executive Director of CAPNM. A few years ago, she took on the additional role of Human Resources Manager. Prior to moving to Montana, she lived in Washington and was the Deputy Director for the Human Services Department. She also worked at the Community Action Agency in Washington as a Department Director. Tracy has over 25 years’ experience working in social services, many of those as an administrator. Prior to her current career in Community Action, she was a school teacher, probation officer and social worker. She obtained her degree in Criminal Justice, Sociology and Psychology, received her teaching credential and returned to school for a Masters in Administration. Tracy’s professional focus has always been on homelessness, mental health and equal justice. She is a proud parent of five children and four grandchildren who live in Washington and California. She loves to travel and has been to forty two different countries.
                                              03:15 PM
                                              Governance

                                              5A. CAA Board Recruitment and Engagement: Challenges and Opportunities

                                              03:15 PM - 04:30 PM
                                                Maribeth Schneber-Rhemrev
                                                Director of Organizational Capacity BuildingNational Community Action Partnership
                                                Maribeth is the Director of Organizational Capacity Building at the National Community Action Partnership. Maribeth has proudly served the Community Action network since 2010 at the local, state, and national levels, including at a local Community Action Agency where she provided direct services, facilitated agency planning, and supported continuous improvement efforts; serving at the state level as Kentucky’s Director of Family Support where she led the state team responsible for administration and implementation of SNAP, TANF, Medicaid, CSBG, and LIHEAP; and at the national level as the CSBG State Assistance Director at the National Association for State Community Services Programs (NASCSP) where she supported CSBG Lead Agencies to effectively administer CSBG and address poverty at the state level. Maribeth is a Certified Community Action Professional (CCAP), Nationally Certified ROMA Trainer (NCRT) and Accountability Trainer, and certified Project Management Professional (CPMP). She has a degree in human services management and holds a Master of Public Administration with a specialization in law and public policy. Maribeth is an avid animal lover and enjoys hiking and being in nature.
                                                HR

                                                5B. Navigating the Legal Landscape of Employee Social Media Policies

                                                03:15 PM - 04:30 PM
                                                  Luther Wright, Jr., Esq.
                                                  ShareholderOgletree Deakins
                                                  Luther is Of Counsel and Assistant Director of Client Training at Ogletree Deakins. After graduating from Middle Tennessee State University and Vanderbilt University School of Law, Luther began his career with a general practice firm in the litigation section. He spent the first several years of his legal career practicing in the general litigation area before joining the Labor & Employment team. He has significant experience in the areas of labor and employment law, corporate business litigation and complex litigation, including class action and collective action lawsuits. He typically represents management in all forms of employment discrimination litigation, including litigation based on federal anti-discrimination statutes, state statutes and common law, violence in the workplace, Fair Labor Standards Act claims and independent contractor disputes. Luther is a member of Ogletree’s Diversity and Inclusion Action Team that provides timely client advice and guidance on diversity related matters. Luther also devotes a significant amount of his practice to day-to-day client advice, general supervisor/employee training, training and advising on diversity and inclusion issues and workplace violence issues, and also acts as the Assistant Director of Client Training as part of the Ogletree Deakins Learning Solutions (“ODLS”) team. ODLS provides employee and supervisor training in a variety of formats, including in-person training, training by webinar/webcasts and customized video training products.
                                                  Finance

                                                  5C. Unleashing the Power of Automated Accounting Processes

                                                  03:15 PM - 04:30 PM
                                                    Haley Wright
                                                    BizOps CFOCliftonLarsonAllen LLP
                                                    Haley Wright is a BizOps Chief Financial Officer at CliftonLarsonAllen LLP. Haley focuses her time on serving nonprofit clients. Haley has over 18 years of experience in accounting, including both public and private accounting roles, with 13 of those years focused on nonprofits. Since being at CLA, Haley has served in an outsourced CFO role for a local community action agency. This role included implementing process improvements and revamping the accounting department to better meet the funding requirements for the agency. Haley graduated with a B.A. from Millikin University and a Master of Professional Accountancy from Indiana University.
                                                    Victor Perello
                                                    Director/ManagerCliftonLarsonAllen LLP
                                                    Victor is a Director/Manager in CLA’s private industry group. Victor focuses a large portion of his time serving clients primarily in the non-profit industry and growing the Texas non-profit practice. Prior to joining the firm in October 2022, Victor worked for 11 years with another national firm to grow their south Texas government and non-profit practice with a focus on non-profits requiring single audits. Victor grew that practice to almost $2M in client assurance services provided, which does not include tax and consulting services. Victor has more than 18 years of experience in public accounting and industry. He has extensive experience serving a wide variety of non-profits in the San Antonio community and surrounding areas, including but not limited to private foundations and charitable organizations, including those receiving government funding through state and federal grants. He has served the San Antonio community and surrounding areas for the entirety of his career and assisted numerous clients with the implementation of new accounting pronouncements and consulting on interpretations and their financial reporting vs business impact.
                                                    Program

                                                    5D. Lifecycle of a Cost Disallowance

                                                    03:15 PM - 04:30 PM
                                                      Edward Waters, Esq.
                                                      PartnerFeldesman, Tucker, Leifer, Fidell LLP
                                                      Ted has served as Managing Partner of the law firm Feldesman, Tucker, Leifer, Fidell LLP since 2003, and as a member of the Health Law and Federal Grants practices since 1992. Well known for his expertise in federal grants, government reimbursement, payment and administrative issues, and his strategic handling of organizations facing crises, Ted has been selected again as a “Super Lawyer” for Health Care in Washington, DC. in 2023. Ted has been counsel to numerous community action agencies and other recipients of federal grants as well as state, national and regional grantee associations in the past 30 years. During his time at the firm, he has represented clients before federal and State courts, legislative bodies, administrative tribunals, Offices of Inspector General and federal agencies. Ted has has taught the first law school class in the country on federal grant programs at the George Washington University School of Law for the past several years. He is a member of the National Grants Management Association (NGMA), where he served on the Board for many years and served two terms as Chair and is also a member of the National Association of College and University Attorneys (NACUA). Ted graduated with a B.A. in Economics from Washington University in St. Louis and a J.D. from the University of Virginia School of Law.
                                                      Specialized

                                                      5E. Disrupting the Patterns of Workplace Conflict

                                                      03:15 PM - 04:30 PM
                                                        Lucy Di Rosa, PhD
                                                        Executive DirectorSargent Shriver Peace Institute
                                                        Lucy is the Executive Director of the Sargent Shriver Peace Institute (SSPI). Over the years, she has developed the public presence of the organization, leading its communications function and building its social media presence. She is responsible for outreach, community building, and collecting content for the digital and physical archives. As part of her archival work, Lucy discovered an unpublished memoir by Sargent Shriver that details his time as the Director of Economic Opportunity under President Lyndon Johnson. The manuscript will be published under the title 'We Called It a War.' Working in collaboration with SSPI's Founding Director, Jamie Price, Lucy has developed conflict resolution workshops that have been delivered to staff at Community Action agencies in various regions. Lucy is an experienced instructor and researcher who holds a Ph.D. in Italian Studies from the University of Toronto. She speaks several languages, including English, Italian, and French.

                                                        Sessions on Jun 29, 2023

                                                        09:30 AM
                                                        Governance

                                                        6A. Taking DE&I to the Next Level: Thoughts on Full Integration into the Organizational Culture

                                                        09:30 AM - 10:45 AM
                                                          Luther Wright, Jr., Esq.
                                                          ShareholderOgletree Deakins
                                                          Luther is Of Counsel and Assistant Director of Client Training at Ogletree Deakins. After graduating from Middle Tennessee State University and Vanderbilt University School of Law, Luther began his career with a general practice firm in the litigation section. He spent the first several years of his legal career practicing in the general litigation area before joining the Labor & Employment team. He has significant experience in the areas of labor and employment law, corporate business litigation and complex litigation, including class action and collective action lawsuits. He typically represents management in all forms of employment discrimination litigation, including litigation based on federal anti-discrimination statutes, state statutes and common law, violence in the workplace, Fair Labor Standards Act claims and independent contractor disputes. Luther is a member of Ogletree’s Diversity and Inclusion Action Team that provides timely client advice and guidance on diversity related matters. Luther also devotes a significant amount of his practice to day-to-day client advice, general supervisor/employee training, training and advising on diversity and inclusion issues and workplace violence issues, and also acts as the Assistant Director of Client Training as part of the Ogletree Deakins Learning Solutions (“ODLS”) team. ODLS provides employee and supervisor training in a variety of formats, including in-person training, training by webinar/webcasts and customized video training products.
                                                          HR

                                                          6B. Managing Compensation in a Dynamic Labor Market

                                                          09:30 AM - 10:45 AM
                                                            Julia Johnson
                                                            Director of Organizational PerformanceWipfli LLP
                                                            As an accomplished consultant with more than 25 years of diversified human resources and organizational development experience, Julia Johnson works closely with executive and senior management teams to enhance organizational performance through effective deployment of resources. She builds lasting relationships with clients and tailors recommendations for complex business issues supportive to the unique culture and business environment of each client. Julia received her Bachelor of Science in Industrial Psychology from the University of Wisconsin – Stevens Point and her Master of Arts in Industrial/Organizational Psychology from Western Kentucky University.
                                                            Finance

                                                            6C. De Minimis and Negotiated Indirect Cost Rate and Direct Cost Allocation, Oh My! Weighing Cost Allocation Options

                                                            09:30 AM - 10:45 AM
                                                              Kay Sohl
                                                              PrincipalKay Sohl Consulting
                                                              Kay has provided training and consultation for Executive Directors, CFOs, and Boards of Directors of over 8,500 nonprofit organizations throughout the United States. She focuses her work on rethinking nonprofit strategies for financial sustainability, Board financial oversight, compliance with federal funds management requirements, and the challenges of nonprofit accounting and financial reporting. She is a frequent presenter for state and regional coalitions of nonprofits, and continuing professional education programs for attorneys and accountants serving the nonprofit sector. She has worked extensively with Community Action Agencies, CAPLAW, and the National Community Action Partnership. Kay has authored multiple financial management toolkits for CAAs and other nonprofits, including resources for cost allocation, financial reporting, dashboard development, and the new OMB Uniform Guidance. She is a licensed public accountant and graduate of University of California at Berkeley. She has a master’s in teaching from Reed College and completed post-graduate work in accounting and business law at Portland State University.
                                                              Program

                                                              6D. Program: Get a Head Start on Promoting A Positive and Empowering Work Environment

                                                              09:30 AM - 10:45 AM
                                                                Jacqueline Davis
                                                                Director of Professional DevelopmentHead Start National Center on Program Management and Fiscal Operations
                                                                Jacqueline brings years of experience as director, project manager and training and technical assistance specialist for early care and education. Jacqueline is currently the Director of Professional Development for the National Center on Program Management and Fiscal Operations (PMF0). She assumed a lead role in developing and publishing a suite of products for emerging leaders in early childhood, a series of interactive homelessness lessons for staff who work with families, and a suite of human resource modules. Jacqueline has continued her work as a principal contributor for the leadership messaging and human resources work that comes through PMFO. She has earned a Master’s in Public Administration from California State University, Dominguez Hills and a Bachelor of Science degree from Louisiana State University. Recently, Jacqueline earned certificates from Cornell University in Strategic Human Resource Leadership, Leading Remote Teams, and Systems Thinking.
                                                                Arnold Ramirez
                                                                Fiscal Team LeadHead Start National Center on Program Management and Fiscal Operations
                                                                Arnold has over 43 years of Head Start experience at the local, state, regional, and national levels in grants management/administration, contract negotiations, community partnerships, governance, fiscal management, program planning/development, and human resource management. Mr. Ramirez has worked with Head Start Program Performance Standards from a service delivery standpoint, as a technical assistance provider, and an advocate for change. He has directly operated programs and assisted agencies in meeting both program and fiscal compliance standard requirements. Mr. Ramirez received a Master of Public Administration and a Bachelor of Arts, both from Arizona State University.
                                                                Specialized

                                                                6E. Working with the Federal Government

                                                                09:30 AM - 10:45 AM
                                                                  Edward Waters, Esq.
                                                                  PartnerFeldesman, Tucker, Leifer, Fidell LLP
                                                                  Ted has served as Managing Partner of the law firm Feldesman, Tucker, Leifer, Fidell LLP since 2003, and as a member of the Health Law and Federal Grants practices since 1992. Well known for his expertise in federal grants, government reimbursement, payment and administrative issues, and his strategic handling of organizations facing crises, Ted has been selected again as a “Super Lawyer” for Health Care in Washington, DC. in 2023. Ted has been counsel to numerous community action agencies and other recipients of federal grants as well as state, national and regional grantee associations in the past 30 years. During his time at the firm, he has represented clients before federal and State courts, legislative bodies, administrative tribunals, Offices of Inspector General and federal agencies. Ted has has taught the first law school class in the country on federal grant programs at the George Washington University School of Law for the past several years. He is a member of the National Grants Management Association (NGMA), where he served on the Board for many years and served two terms as Chair and is also a member of the National Association of College and University Attorneys (NACUA). Ted graduated with a B.A. in Economics from Washington University in St. Louis and a J.D. from the University of Virginia School of Law.
                                                                  11:00 AM
                                                                  General

                                                                  Closing Session | The Story of Community First! Village

                                                                  11:00 AM - 12:00 PM
                                                                    Alan Graham
                                                                    Founder & CEOMobile Loaves & Fishes
                                                                    Alan is the founder and CEO of Mobile Loaves & Fishes (MLF). MLF is a social outreach ministry committed to providing permanent, sustainable solutions for the chronically homeless while surrounding them with compassion, love and dignity. Alan and the other founders started by making sack lunches and serving them from the back of a green minivan. Since its founding in 1998, MLF volunteers have served more than 6 million meals with a side of hope to homeless men and women living on the streets of Austin. The organization has also spawned similar food truck ministries in other cities across the U.S. With the support of more than 20,000 volunteers, MLF is the largest prepared feeding program to the homeless and working poor in Austin, Texas. Graham is also the visionary behind MLF’s Community First! Village — a 51-acre master planned development that provides affordable, permanent housing and a supportive community to the chronically homeless in Central Texas. Previously a real estate investor and developer, Alan founded Trilogy Development and the Lynxs Group, which developed Austin’s airport cargo facility and similar facilities at airports around the country. Alan and his wife, Tricia Graham, were married in September 1984 and have four children of their own and a niece that they raised as well. They welcomed their first grandchild in April 2022!