Head Start Fiscal Fitness Institute

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March 19 and 20, 2015
Residence Inn Arlington Capital View
Arlington, VA (Metro Washington, DC)
Exclusive, Two-Day Head Fiscal Management Training in the Washington, DC Area

Start the New Year with a resolution to ensure that your Head Start or Early Head Start program is fiscally fit.  The Office of Head Start has long been concerned with fiscal management, and, as part of the transition to five-year grant cycles, OHS has placed special emphasis on sound fiscal management.  Because of recent concerns over audit quality, OHS has been paying extra attention to fiscal management, and fiscal monitoring is still a key component of the new aligned monitoring system.  The recent implementation of the OMB Super Circular for Head Start and Early Head Start programs has also brought additional attention to fiscal management.  In short, strong fiscal management is more critical than ever for Head Start and Early Head Start.  Programs that want to avoid findings, possible recompetition, and costly disallowances must ensure that they are and remain fiscally fit.

This special conference is dedicated to ensuring that Head Start and Early Head Start programs achieve and maintain fiscal fitness.  Over the course of two days, the conference will explore Head Start and Early Head Start fiscal management issues in detail, including:

  • Common Head Start and Early Head Start fiscal management findings;
  • Fiscal monitoring under the new Head Start aligned monitoring system;
  • Procurement and inventory management;
  • Issues with match and program income;
  • Changes to required internal control standards under COSO and the Green Book;
  • Prevention of fraud, waste, and abuse, in Head Start and Early Head Start programs;
  • Implementation of the new OMB Super Circular and the impact of the Super Circular on Head Start and Early Head Start;
  • Audit oversight issues and Single Audit Act audits under the OMB Super Circular; and,
  • Recent real-world examples of fiscal management issues and how they were (and should have been) addressed.

The institute will discuss these topics and more to provide attendees with the critical information about Head Start and Early Head Start fiscal management needed to get and stay fiscally fit.  There will also be extensive opportunities for attendees to ask questions about Head Start and Early Head Start fiscal management issues.



The conference will be held in the Washington, DC, area over two days, March 19 and 20, 2015.  The planned agenda for each day is as follows:

Day One (Thursday, March 19, 2015)

8:00 A.M. On-site Conference Check-in
8:30 A.M. Session I:  Five-Year Grants, Aligned Monitoring, and Fiscal Management
10:00 A.M. Morning Break
10:30 A.M. Session II-A:  Common Fiscal Management Issues
12:00 P.M. Lunch (On Your Own)
1:30 P.M. Session II-B:  Common Fiscal Management Issues (Continued)
3:00 P.M. Afternoon Break
3:15 P.M. Session III:  Internal Controls
4:45 P.M. Adjourn (Day One)

Day Two (Friday, March 20, 2015)

8:00 A.M. On-site Conference Check-in
8:30 A.M. Session IV:  Preventing Fraud, Waste, and Abuse
10:00 A.M. Morning Break
10:15 A.M. Session V:  The OMB Super Circular and Head Start
12:00 P.M. Lunch (On Your Own)
1:30 P.M. Session VI:  Costs, Audits, and Oversight
3:00 P.M. Afternoon Break
3:15 P.M. Session VII: Procurement and Property Management
4:30 P.M. Adjourn (Conference)


Participants in this special two-day fiscal fitness institute will gain the knowledge needed to comply with Head Start and Early Head Start fiscal management requirements.  Institute attendees will:

  • Gain a better understanding of the most common fiscal management issues, and how to avoid these problem areas;
  • Understand the relationship between fiscal management issues and the transition to five-year grant cycles;
  • Learn about the changes to Head Start and Early Head Start fiscal monitoring under the new, aligned monitoring system and what reviews will be looking to find;
  • Understand the effect of the implementation of the OMB Super Circular to Head Start and Early Head Start, including changes to the audit standards;
  • Understand changes to the internal control standards applicable to Head Start and Early Head Start and how to design controls to prevent fraud and waste; and,
  • Know how to respond to potential fiscal management issues.


This unique Head Start Fiscal Fitness Institute will benefit Executive Directors, Fiscal Officers, Head Start and Early Head Start Directors, Governing Board and Policy Council members, Procurement or Contracting Officers, and fiscal and program staff.


Registration opportunities available for this institute are limited.  Early Bird registration for the Head Start Fiscal Fitness Institute is just $375 per person through February 13, 2015.  Regular registration starting February 14, 2015, is just $399 per person. Cancellations before February 14, 2015, are subject to a $25 administrative fee, and all cancellations on or after February 23, 2015 (but before March 5, 2015), are subject to a $125 administrative fee.  Refunds will not be issued for cancellations on or after March 5, 2015.  In lieu of cancellation, registrants may substitute another participant from his or her organization at no charge.  Please note that the conference registration fee does not include lodging or transportation; conference participants are responsible for making their own hotel and transportation reservations. However, a special room rate has been negotiated for the conference hotel.

Given the limited number of spaces available, at the door registration will not be available for this conference.  You must register in advance.  Please bring your event “ticket” or registration confirmation with you to speed your on-site conference check-in on the morning of March 19, 2015.  Conference check-in will begin at 8:00 A.M.  The morning session will start promptly at 8:30 A.M.


The conference will take place at the Residence Inn Arlington Capital View hotel, which is conveniently located in Arlington, Virginia, just across the Potomac River from the heart of Washington, DC, and the Capitol.  The Capital View is one of the newest hotels in the Residence Inn chain.  Rooms are available for a special conference rate of $185 per night (plus tax) for single or double occupancy.  This special conference rate is offered for March 18 and 19, 2015, and may be offered for additional nights subject to hotel availability.  Participants are responsible for making their own hotel reservations directly with the hotel.  Hotel reservations can be made by calling 1-703-415-1300.  Please ask for the special group rate for “The Tipton Workshop” to receive the discounted conference rate.  Reservations can also be made on-line by clicking here for the reservations page.  The room reservation cut-off date is March 6, 2015 (or until the block is exhausted, whichever occurs first).


R. Brian Tipton is a practicing attorney, nonprofit consultant, and trainer, with more than a decade’s experience working with nonprofits and grant-funded organizations across the United States.  Currently, he is Managing Director with The Graham Private Client Law Group, P.C., in Atlanta, where he heads the firm’s charitable solutions practice.  Brian is a summa cum laude graduate of the Louisiana State University and the Cumberland School of Law of Samford University.  He regularly represents grant-funded entities (including Community Action Agencies and Head Start programs) in the areas of regulatory compliance, audits, funding source disputes, administrative appeals, and litigation.  Brian also consults with organizations on governance, human resources, programmatic, and corporate matters, and develops and presents training programs for nonprofits.

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