Allocating Costs Among Multiple Funders Webinar

 

 

 

Allocating Costs Among Multiple Funders 

MIE presents a Webinar
with:

Steven Pelletier, Director of Finance, Northwest Justice Project    
Shamim Huq, Fiscal Director at the Legal Aid Society of Northeastern NY   
Sergio Valenzuela, Chief Fiscal Officer, Legal Aid Society of San Diego, Inc.

Tuesday, October 29, 2019
2:00 – 3:30 PM EDT

 

As our legal aid programs seek to diversify resources by cultivating more funding sources, clear strategies and policies to address allocating costs in a reasonable, rational, consistent and documented way is of growing importance.  Updated Federal Uniform Guidance requirements and recent LSC regulations have also added some new expectations, wrinkles, and layers that have kept even the calmest ED, CFO or manager awake at night.  

MIE will present a 90-minute webinar on Tuesday, October 29, 2019 from 2:00 – 3:30, to demystify cost allocations for those who oversee, develop, manage, document and defend cost allocations in this increasing complex and scrutinized environment. 

Are you: 

 

• A Finance Director, CFO or other financial staff,
• A grants manager,
• A program manager responsible for budgeting and allocating costs among multiple funding sources,
• The executive director of a legal aid program,
• A board member who wants understand better how certain costs can be allocated,
• Facing a visit from LSC…?

If so, this webinar is for you!

 

Allocating costs appropriately is dynamic and not a cookie-cutter or one-size-fits-all process. It will vary between organizations, but within an organization, it must be Reasonable, Rational, Consistent and Documented.

 

Participants in this webinar will:

• Increase their knowledge and understanding of cost allocation options and best practices; including some discussion about compliance with LSC regulations;
• Understand the difference between direct, indirect, and functional allocations;
• Learn the distinctions between program expenses, management and administrative costs and fundraising costs;
• Receive sample policies related to attorney fees and other derivative income apportionment in the LSC environment;
• Understand why accounting software, account structures, general ledgers and reporting systems are critical;
• Learn the importance of case management systems and timekeeping systems as the foundational support for allocations;
• Better understand funder, donor and IRS considerations;
• Receive tips for creating a Cost Allocation Plan(CAP); and,
• Consider approved indirect rates, de minimis rates and MDS;
• Receive helpful materials, including:
• Resources & guides to assist the cost allocation process & management; and,
• Sample protocols and policies. 

 

The webinar will also include practical guidance on developing and implementing appropriate and effective cost allocation policies; complying with LSC allocation and documentation requirements, and demonstrating compliance in the event of an audit.

 

Our speakers for this webinar will be:

  Steven Pelletier, Director of Finance, Northwest Justice Project Steve has 37 years of accounting and auditing experience and has served as Northwest Justice Project’s (NJP) Director of Finance for the past 20 years overseeing accounting, finance, reporting, budgeting, fiscal policy and compliance. NJP is the LSC grantee in Washington State and its budget is $32 million with staffing of 240 FTE’s. Steve is a MIE Board member, a licensed CPA, a member of the American Institute of Certified Public Accountants and of the Washington Society of Certified Public Accountants. He can be reached at spelletier@nwjustice.org.

  Shamim Huq, Fiscal Director, Legal Aid Society of Northeastern NY  Shamim has been with LASNNY since 2011. He holds an MBA from Delta State University in Cleveland Mississippi. Shamim brings a wealth of experience in non-profit fund and grant accounting with over 20 years in the industry. His knowledge of Federal Cost Principles creates a strong foundation to understand and implement regulations that govern the legal aid world. He can be reached at shuq@lasnny.org.

  Sergio Valenzuela, Chief Fiscal Officer, Legal Aid Society of San Diego, Inc. Sergio has 36 years of accounting and auditing experience mostly in the nonprofit sector, he has been with Legal Aid Society of San Diego (LASSD) for the past 23 years serving as its Chief Fiscal Officer overseeing the accounting department and developing the agency annual budget and all grant budgets as well as insuring its fiscal policies and procedures are in compliance. He’s been involved in the purchase and remodeling process of one of Legal Aid’s buildings. LASSD has an annual budget of $17,500,000 and a staff of 146 employees. He can be reached at SergioV@lassd.org.

  Special thanks to Mary Lou Czerner, Director of Finance and Operations, Community Legal Aid SoCal, for her invaluable assistance in developing this webinar. Mary Lou is the Director of Finance and Operations for Community Legal Aid SoCal (formerly the Legal Aid Society of Orange County LASOC).  She has her MBA Degree and has been part of CLA SoCal’s management team for over 45 years overseeing finance, budgeting, human resources, information technology and facilities. She is looking forward to retiring on November 1, 2019. She can be reached at mczerner@clsocal.org.

  Eugene R. King is a career legal aid lawyer, manager, and trainer. He retired from the Ohio Poverty Law Center where he was the founding director. He now consults on training, staff development, executive recruitment and policy advocacy with legal aid programs and nonprofit advocacy groups. Gene will facilitate this webinar. He can be reached at king.eugener@gmail.com.

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Registration:
MIE subscribers: $75
Non-subscribers: $100

With your registration for this webinar, you may gather multiple staff to view the presentation around one computer.  Multiple computers and/or multiple offices require separate individual registrations.

**Please Note: You must Register and Pay separately by following this two-step process:

1. REGISTER by clicking on this link:

https://register.gotowebinar.com/register/121137995651602188

After registering, you will receive a confirmation email from gotowebinar with a link to access the webinar. 

2. PAY by credit card or check:
Click on the button at the top of this page that says  "Register with Go to Webinar Then Pay Here with MIE."  

 

For any questions, contact:
Eric Mittelstadt
MIE Director of Programs
801-573-3636
eric@mielegalaid.org