Financial Management Workshop for CILs…Regulations and Beyond
IL-NET presentation on May 25-27, 2016
Module 19: Resources on Financial Management and Ethical Practices

PAULA MCELWEE: We have a number of resources on our website, and we've mentioned that a couple of times.

I hope that all of you have subscribed to our mailings.

If you go to the ILRU.org website, at the bottom left-hand corner you can subscribe to getting updates.

On that website you will find all the webinars.

Sometimes people don't realize that.

But you know, there are webinars that are held, NCIL is our partner that takes care of the setting up of most of those webinars and you can talk to Tim about them.

You can see them.

Receive notices about them.

All of those are posted under their topic and under the on demand training, so you can do it live, where you can ask and answer questions, or you can, within 48 hours, usually access it without any cost, and if you do one live and you think, wow, this is really something, I should have had so and so look at, well, so and so can look at it.

It's right there on your website, so there's on demand training, which includes all of our webinars.

It will also include the videos from a number of on site trainings like this one, so you can find some of those up on the website.

This one will also be posted, and there's a specific link for this information, financial information, and you can find it on your handout there, and it provides by topic, so there's a bunch of topics down the left-hand column.

The right-hand column of your website, and you can also look at the type of training as you go across.

We also have something called online classes on different topics, online classes are a bulletin board type setting, usually three weeks, five days a week, everybody participating in the class reads an assignment and posts their answer and shares back and forth in a peer kind of environment.

You can do it in your own time frame because we cross a lot of time zones.

We have people in Guam and Hawaii that are attending some of this stuff, not just here on the East Coast but everywhere across the country.

Since that's the case, this kind of a setting is, really works well because you can do it in your own time whenever it's convenient.

Also something called a rapid course that does have a comprehension quiz at the end of it, and we can issue a certificate like the one you're getting for the course here.

You get a certificate for that as well, and then rapid courses are available to you, and then we just, topic by topic, a great search bar, and you can go in.

If you haven't looked at it for a while, we really updated it a couple years ago to where it's much more searchable.

And it really is easy to find the things that you want, so whatever topic, history and philosophy of independent living, so you're going to do an orientation for board and staff.

There are a number of different topics on there, but the financial topics specifically you can find at this ILRU.org/resources-financial- management and that contains a whole mix of things, handouts like financial policies are there.

We include links for you to other resources, so we have a number of things that we can make available to you there.

If you can't find something, that's the kind of thing I sometimes help with or Dawn in our office helps with, if you call Houston or e-mail one of us, if you can't find something you know must be there, it probably is and we can help you navigate it to find it, give you the exact link, if that's helpful you have to.

Okay.

JOHN HEVERON: A few other resources that we thought were helpful, Independent Sector, as we talked about, for your lobbying and advocacy, sample whistle blower protection policies from Blue Avocado, and then additional information on whistle blower policies from the Nonprofit Risk Management Center.

Some information on a code of ethics, developing a code of ethics, and explanation of corporate compliance.

PAULA MCELWEE:  Corporate compliance was around the Sarbanes-Oxley and what you still have to do as a nonprofit, even though you don't fit into the larger category on the whistle blowing, so that's what that is.

So I think we're done with our content.

We have a couple more references.

JOHN HEVERON: Just Google Uniform Guidance, that's way easier.

PAULA MCELWEE: If you want to, the electronic copy is posted and you can click on the link from the electronic copy, if you're working online.

So last questions.

Got one back here.

He's faster than I am because he's younger.

AUDIENCE MEMBER:  Thank you.

I do have one question that didn't get shaken out for me on lobbying, if you don't mind.

The PowerPoint explains lobbying an activity is, that needs to be charged with indirect costs.

And can be identified in your indirect cost proposal.

As indirect costs are pooled, and charged across all cost objectives, including federal funding sources, would it be more appropriate to charge it as a direct cost to a fee based program? 

PAULA MCELWEE: What we're saying here is you must, that lobbying, your activity of lobbying has to bear its fair share of indirect costs.

We're saying something kind of different than what you were interpreting it.

So you have a separate cost, you have a separate cost objective around lobbying, then that lobbying also has to be charged your indirect rate of 20% or whatever.

So 20% of your cost of lobbying have to be added as indirect.

AUDIENCE MEMBER:  I understand what you meant.