OKACAA 2020 Spring Training Conference - Sheraton Oklahoma City Downtown One North Broadway Avenue - Oklahoma Association of ...
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OKACAA
2020 Spring Training
Conference
Sheraton Oklahoma City Downtown
One North Broadway Avenue
Oklahoma City, OK 73102
Wednesday, March 4, 2020
Registration 8:30am - 4:00pm Century Foyer
Pre-Conference 10:00am - 12:00pm
Lunch on Your Own 12:00pm-1:30pm
Meetings Time Category Room
OKACAA BOD 10:00am-12:00pm OKACAA Board Red Carpet
OHSA 10:00am-10:30am HS Directors/HS Staff Plaza North
OHSA Affiliates 10:30am-11:30am HS Directors Plaza North
OHSA 10:30am-11:30am HS Staff Plaza South
OHSA Reconvenes 11:30am-12:00pm HS Directors/HS Staff Plaza North
RX for Oklahoma 10:00am-12:00pm RX for Oklahoma Green Country
SESSIONS
1:30pm – 4:45pm
BREAK 3:00pm - 3:15pm
1:30pm-4:45pm Plaza South
Health Managers Networking –
Jean Marie Gueniot
Region VI Health Specialist
Emmaculate Guillory
National Center on Early Childhood Health and Wellness
1:30pm-4:45pm Kiamichi
New Year, New Rules: 2020 FLSA Updates & FMLA Overview
The US Department of Labor’s Wage & Hour Division has implemented a Final Rule related to “white-collar”
exemptions under the Fair Labor Standards Act and is proposing several new rules for 2020. Don’t miss this
session to learn more about these changes and what your organization can do to comply. As a bonus, an
overview of the Family & Medical Leave Act will be offered, along with interactive discussion about best
practices.
Jamie Nightengale
US Department of Labor
1
Wednesday March 4, 2020
Registration 8:30am - 4:00pm Century Foyer
SESSIONS
1:30pm – 4:45pm
BREAK 3:00pm - 3:15pm
1:30pm-3:00pm Green Country
Advocacy and Us
The War on Poverty is on trial in the court of public perception. This workshop will look at how our own
assumptions, statements, and actions can either transmit or transmute poverty. Has the War on Poverty
failed? Does our work really lift people out of poverty? Do we treat people differently because they are poor?
You will join your peers in answering the big questions facing our network. The answer is within the
seemingly small things you do every day.
Lana Shope
Executive Director
Iowa Community Action Agency
1:30pm-3:00pm 18th Century
Homeless and Veterans Household Assistance
Linda Love
Ki Bois Community Action Foundation
1:30pm-4:45pm 20th Century
Intro to ROMA
Amber Freeman
INCA Community Services
Julie Teska
Oklahoma ROMA Professionals
3:15pm-4:45pm Green Country
Strategies for Influencing Change in the Public Policy Arena
This interactive workshop will teach us all why the Community Action Network should engage in public
policy debate, how to do so and what to say. We will look at engagement at the local, state, and national
levels to influence policies that improve the lives of people living in poverty.
Lana Shope
Executive Director
Iowa Community Action Association
2
Wednesday March 4, 2020
Registration 8:30am - 4:00pm Century Foyer
Sessions
1:30pm – 4:45pm
BREAK 3:00pm - 3:15pm
3:15pm-4:45pm Plaza North
Head Start-TBD
3:15pm-4:45pm 18th Century
Recidivism and Reentry
Barbara Loudermilk
Executive Director, Central Oklahoma Community Action Agency
3Thursday March 5, 2020
Registration 8:00am - 4:00pm Century Foyer
18th/19th/20th CENTURY BALLROOMS
8:00am-10:00am
Breakfast Served at 8:00am
Facilitator: Brent Morey, Executive Director,
Community Action Development Corporation
Senator Roger Thompson, 8th District of Oklahoma
Lindsay March, National Community Action Partnership
Sessions
10:15am – 12:00pm
Lunch on Your Own 12:00pm-1:30pm
10:15am-12:00pm Red Carpet
Census Counts 2020 and Community Action Counts
An accurate count in 2020 is crucial for the community Action Network. Agencies rely on census data to
determine federal funding allocations, conduct needs assessments, and ultimately create programs that
meet local needs, and lift up the communities and families we serve. Learn to LISTEN, LEARN, AND LEND A
HAND.
Lindsay Marsh
National Community Action Partnership
10:15am-12:00pm Kiamichi
Using ROMA for Continuous Quality Improvement (CQI) (3 part session)
Part 1 – The Performance Management Framework and the Role of Data
We believe that the Community Action Network is ready to consider moving from having theoretical
knowledge about ROMA and how the phases of the ROMA cycle are woven together, to creating a concrete
pathway toward improving ability to achieve results. This includes understanding the difference between
knowing that something needs to change, knowing how to change it, as well as routing continuous quality
improvement activities. Join this interactive workshop to discuss the collection, aggregation and reporting
of data, and how to put the information gleaned from your data analysis to work for you. Leave the session
with an increased understanding of the level of detail needed to identify where the action points are that
will produce an impact on your agency’s management and accountability practices, with ideas on creating
your own Impact Pathway Plan, and tips for using scorecards to monitor your agency’s progress to
achieving results.
Patricia Davis
Association of Nationally Certified ROMA Trainers
4Wednesday March 5, 2020
Registration 8:00am - 4:00pm Century Foyer
Sessions
10:15am – 12:00pm
10:15am-12:00pm Red Carpet
Using a Trauma Informed Approach to Serve Clients
This training will cover the prevalence and impact of trauma on individuals, organizations, communities and
the principles of trauma-informed care. It will include a presentation on the prevalence and impact of
violence, abuse and other forms and signs of trauma on individuals, organizations and communities.
Debbie Morey
Professional Counseling Solutions, PLLC
10:15am-12:00pm Plaza South
“Sales Tax in Oklahoma: What taxes nonprofits need to be charging as well as paying”
If they’re not careful, nonprofits that are recognized by the Internal Revenue Service as “tax exempt, non-
profit organizations” can fall into the trap of thinking they’re exempt from paying and collecting taxes of any
kind. Months or even years later, they’re in for a rude awakening when the tax man comes to collect.
In this presentation, Tony Mastin, a tax attorney and the former executive director of the Oklahoma Tax
Commission, reviews what it actually means to be recognized as a “tax exempt non-profit organization,” the
various types of taxes administered by the Oklahoma Tax Commission, and the types of taxes that nonprofits
should be paying and collecting in Oklahoma.
Tony Mastin
McAfee&Taft
10:15am-12:00pm Plaza North
Implementing Effective Transitions to Kindergarten – This Session Counts toward CECPD
• Describe why kindergarten transition practices are key to children’s success in school
• Identify core concepts and practical tools to plan effective kindergarten transitions
• Identify ways to increase collaboration between HS and receiving elementary schools
Robin Bowen
Booz Allen Hamilton
Tamara Brickey
Booz Allen Hamilton
5Thursday March 5, 2020
Registration 8:00am - 3:00pm Century Foyer
Sessions
1:30pm – 4:45pm
Break 3:00pm – 3:15pm
1:30pm-3:00pm Kiamichi
Using ROMA for Continuous Quality Improvement (CQI) (3 part session)
Part 2 – Making Friends with Data and Reporting
We believe that the Community Action Network is ready to consider moving from having theoretical
knowledge about ROMA and how the phases of the ROMA cycle are woven together, to creating a concrete
pathway toward improving ability to achieve results. This includes understanding the difference between
knowing that something needs to change, knowing how to change it, as well as routing continuous quality
improvement activities. Join this interactive workshop to discuss the collection, aggregation and reporting
of data, and how to put the information gleaned from your data analysis to work for you. Leave the session
with an increased understanding of the level of detail needed to identify where the action points are that
will produce an impact on your agency’s management and accountability practices, with ideas on creating
your own Impact Pathway Plan, and tips for using scorecards to monitor your agency’s progress to
achieving results.
Patricia Davis
Association of Nationally Certified ROMA Trainers
1:30pm-4:45pm Plaza South
“2020 Employment Law Outlook”
In this session, labor and employment attorney Paul Ross provides an update on developments in
employment law affecting nonprofits, including the Empower Independent Contractors Act of 2019, the
Protection from Workplace Harassment and Violence Act, employers’ rights and obligations to prohibit
firearms, and changes to the unemployment benefits appeals process. The session will include a
comprehensive review of the Oklahoma Medical Marijuana and Patient Protection Act/Unity Bill, the new
“safety-sensitive” exception, and what steps employers can and should take to maintain a safe workplace.
The presentation will also include a rundown of U.S. Supreme Court decisions affecting employers, as well as
recent noteworthy rulings by the National Labor Relations Board.
Paul Ross
McAfee&Taft
1:30pm-4:45pm Plaza North
Implementing Effective Transitions to Kindergarten – This Session Counts toward CECPD Hours
• Describe why kindergarten transition practices are key to children’s success in school
• Identify core concepts and practical tools to plan effective kindergarten transitions
• Identify ways to increase collaboration between HS and receiving elementary schools
Robin Bowen
Booz Allen Hamilton
Tamara Brickey
Booz Allen Hamilton
6Thursday March 5, 2020
Registration 8:00am - 4:00pm Century Foyer
Sessions
1:30pm – 4:45pm
Break 3:00pm – 3:15pm
1:30pm-4:45pm Green Country
OHFA Finance and Roundtable
Chevelle Galbreath
Oklahoma Housing Finance Agency
1:30pm-4:45pm Great Plains
Advocacy-TBD
Joe Dorman
Oklahoma Institute for Child Advocacy
3:15pm-4:45pm Kiamichi
Using ROMA for Continuous Quality Improvement (CQI) (3 part session)
Part 3 – Understanding Change and Creating Pathways Plans
We believe that the Community Action Network is ready to consider moving from having theoretical
knowledge about ROMA and how the phases of the ROMA cycle are woven together, to creating a concrete
pathway toward improving ability to achieve results. This includes understanding the difference between
knowing that something needs to change, knowing how to change it, as well as routing continuous quality
improvement activities. Join this interactive workshop to discuss the collection, aggregation and reporting
of data, and how to put the information gleaned from your data analysis to work for you. Leave the session
with an increased understanding of the level of detail needed to identify where the action points are that
will produce an impact on your agency’s management and accountability practices, with ideas on creating
your own Impact Pathway Plan, and tips for using scorecards to monitor your agency’s progress to
achieving results.
Patricia Davis
Association of Nationally Certified ROMA Trainers
7Complimentary
Beer and Wine Reception
Please Wear OKACAA Nametags
Snacks Provided
5:30pm-6:30pm
The Brick Room
1st Floor
Sheraton Hotel
8Friday March 6, 2020
Sessions
8:30am– 12:00pm
Break 10:00am – 10:15am
8:30am-12:00pm Kiamichi
Intro to ROMA
Amber Freeman
INCA Community Services
Julie Teska
Oklahoma ROMA Professionals
8:30am-10:15am Green Country
OHFA Compliance
Sandra McGougan
Oklahoma Housing Finance Agency
8:30am-10:00am 18th Century
Lobbying and Political Activity: Playing by the Rules
This workshop will focus on how CAAs can advocate effectively within the political activity and lobbying
rules that apply to them, their employees and board members. We will discuss the Internal Revenue Service,
Office of Management and Budget, Community Services Block Grant, and Head Start rules governing
lobbying and political campaign activity, as well as the Hatch Act and voter registration rules.
Veronica Zhang
CAPLAW
8:30am-12:00pm Plaza North
Behavior Has Meaning – This Session Will Count toward CECPD Hours
Objectives:
• Define social/emotional development
• Understand the evolutionary basis for social connections
• Explore Behavior: Form and Function
• Examine Behavior as Communication
• Reflect on: Personal Beliefs on Behavior
Robin Bowen
Booz Allen Hamilton
Tamara Brickey
Booz Allen Hamilton
9Friday March 6, 2020
Sessions
8:30am– 12:00pm
Break 10:00am – 10:15am
8:30am-10:00am Plaza South
Emotional Intelligence
Metro Tech
8:30am-10:00am Green Country
OHFA Compliance
Sandra McGougan
Oklahoma Housing Finance Agency
10:15am-12:00pm 18th Century
Doing Good with More: A Model for Social Enterprise
Nonprofit organizations seeking to reduce their dependence on government grants and private charitable fundraising
have long looked to social enterprise ventures as a way to diversify their revenue sources. For nonprofit CAAs,
venturing into the social enterprise space can feel like entering into a brave new world. This workshop will build on
the case study CAPLAW developed in 2016 about Pace Community Action Agency in Vincennes, Indiana, and its
experiences and challenges developing businesses that both align with its mission as well as foster innovation within
its workforce. We will also discuss developing businesses based on a CAA’s core strengths and mission, structuring
social enterprises for flexibility to grow while protecting programs from liability, unrelated business income tax
(UBIT) issues, and potential conflicts of interests between the CAA and its related for-profit entities
Veronica Zhang
CAPLAW
10:15am-12:00pm Plaza South
Managers as Coaches
Metro Tech
10:15am-12:00pm Red Carpet
“Opportunity Zones and Other Tax Incentives for Nonprofits”
The tax reform package approved at the end of 2017 included a new tax incentive designed to incentivize
investments in low-income communities. “Opportunity Zones” have become a buzz word in both the
nonprofit and for-profit communities. What does it all mean? Nonprofits are often “first movers” in low-
income communities and can use this new incentive to help fund their projects. Foundations can also partner on
these projects with their donors who benefit from this incentive. During this session, attorney Cheryl Denney will
discuss the practical implications and legal requirements of the Opportunity Zone incentive as well as give a
general overview of other tax incentives that can be combined with Opportunity Zones to provide more benefits to
low-income communities.
Cheryl Denney
McAfee&Taft
10CLOSING LUNCHEON
12:15pm
19th&20th Century Ballrooms
Ted Allen/David Walker Scholarship Award
SAVE THE DATE!
OKACAA ANNUAL CONFERENCE
SEPTEMBER 16-18, 2020
Sheraton Hotel, Downtown
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