OKACAA 2020 Spring Training

Conference Sheraton Oklahoma City Downtown

One North Broadway Avenue Oklahoma City, OK 73102

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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

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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

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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

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Thursday 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

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Wednesday 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

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Thursday 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

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Thursday 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

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Complimentary

Beer and Wine Reception Please Wear OKACAA Nametags

Snacks Provided

5:30pm-6:30pm

The Brick Room 1st Floor

Sheraton Hotel

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Friday 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

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Friday 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

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CLOSING 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