2019 Summer Conference
 
 Earn CPE Credits at the Conference
 
Conference participants can earn up to CPE credits in specialized knowledge fields of study. For detailed information, see the listing of CPE—eligible sessions in the below and in the program.
 
"Goodwill Industries International, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org."
  

Monday, August 12, 2019

9:30 a.m. – 10:45 a.m.


Concurrent Sessions
 
Best Practices for Developing a Loss Prevention Program at Goodwill
Speakers: Larry Hartman, Senior Director of Risk Management, Loss Prevention and Safety, Goodwill Industries of Central Florida; Marcus Guzman, Loss Prevention Manager, Goodwill-Suncoast; and Bill Thielen, Director of Risk Management, Goodwill Manasota

Join us to learn best practices for developing different types of loss prevention programs within your Goodwill organization, depending on your Goodwill’s unique needs. Attendees will learn how to develop a variety of loss prevention programs, from awareness-based training programs to those that are fully comprehensive.
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Production, Non-technical; Delivery Method: Group Live)


Closing the Books in Two Days, “The Motorola Way”
Speaker: Marla Jackson, Director, Consultative Services, GII

During this session, participants will learn how to use six sigma and performance excellence techniques to perform the financial month-end close.
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Management Services, Technical; Delivery Method: Group Live)
 
11:00 a.m. – 12:15 a.m.

Concurrent Sessions
 
Loss Prevention Ambassadors: More than Just Loss Prevention
Speaker: Hank Cooper, Loss Prevention Manager, Goodwill Industries of the Inland Northwest

Join us to learn how a loss prevention security ambassador can prevent loss of inventory through interactions and training with other coworkers, maintaining a visible presence throughout the store and interacting with customers in a professional and pleasant demeanor. 
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Production, Non-technical; Delivery Method: Group Live)


CFO Data Sharing with CEOs and Boards
Speakers: Marla Jackson, Director Consultative Services, and Benjamin Saul, Director, Member Health and Compliance, GII

During this session, we will discuss the appropriate levels of data a financial team should share with their CEO and board of directors. Participants will also learn how to effectively use dashboards to tell the financial story of their organizations.
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Management Services, Technical; Delivery Method: Group Live)
 
3:00 p.m. – 4:15 p.m.

Concurrent Sessions
 
Double Benefit: How the Work Opportunity Tax Credit (WOTC) Helps Your Mission and Your Workforce
Speaker: Merrilee Downs, Chief Financial Officer, Goodwill Industries of the Inland Northwest, and Kevin K. Cox, Regional Tax Managing Principal, CliftonLarsonAllen LLP
 
Goodwill Industries of the Inland Northwest has been utilizing the WOTC for several years. Hiring individuals from targeted groups defined by the Internal Revenue Service can qualify some individuals for this federal tax credit. The process is made easy with the assistance of an accounting firm and some brief screening of newly hired individuals. Join us to learn how the WOTC can provide big savings in employer tax credits for your Goodwill.
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Tax, Technical; Delivery Method: Group Live)
 
Powerful Conversations, Part 1
Speaker: Everett Shupe, Director, Leadership Programs, GII

This session is about achieving positive change and impactful results through powerful communication. The book Fierce Conversations by Susan Scott demonstrates how we must transform everyday conversations in order to get our message across and achieve results. Using Scott's book as a guide, we will discuss how to: 
Overcome barriers to meaningful communication. 
Expand and enrich relationships with colleagues. 
Increase clarity and improve understanding. 
Handle strong emotions on both sides of the table. 
Connect with colleagues at a deep level.
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Personal Development, Non-technical; Delivery Method: Group Live)

Becoming a Five-Dimensional Leader
Speaker: Peter Beck, Chief Learning Officer, RightPath

In this session, we will explore how Goodwill organizations can build a culture of leadership development by focusing on the five dimensions of leadership: (1) Get Results, (2) Build Relationships, (3) Develop Others, (4) Establish Trust and (5) Use Emotional Intelligence. In addition to exploring best practices in these areas, we will examine the behavioral basis for each dimension of leadership and the tools to measure them.
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Personal Development, Non-technical; Delivery Method: Group Live)
 
4:30 p.m. – 5:45 p.m.

Concurrent Sessions

Surviving Minimum Wage Increases: A Roadmap for Planning and Execution

Speaker: Tom Moran, CFO, Goodwill Central Coast

This session builds on last year’s Summer Conference session: “Impact of Wage Increases on DGR Programs,” which focused on:
Demonstrating the outsized impact that higher labor costs will have on Goodwill organizations.
Helping members with a method to analyze and predict the expected impact.
Discussing actions Goodwill organizations must take as a result.
 
This session will present a framework for the actions to be taken, namely:
Assessing the current situation.
Not making things worse.
Identifying productive investments.
Determining how to finance them.
Evaluating results.
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Production, Non-technical; Delivery Method: Group Live)

Powerful Conversations, Part 2
Speaker: Everett Shupe, Director, Leadership Programs, GII

This session is a continuation from part 1. You do not need to attend part 1 in order to participate in this session. 

This session is about achieving positive change and impactful results through powerful communication. The book Fierce Conversations by Susan Scott demonstrates how we must transform everyday conversations in order to get our message across and achieve results. Using Scott's book as a guide, we will discuss how to: 
Overcome barriers to meaningful communication. 
Expand and enrich relationships with colleagues. 
Increase clarity and improve understanding. 
Handle strong emotions on both sides of the table. 
Connect with colleagues at a deep level.
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Personal Development, Non-technical; Delivery Method: Group Live)
 
E-commerce Online Sales Tax – Preparing for this Newest Legislation
Speaker: Ryan Smith, Internet Database Architect, Goodwill Industries of Orange County; and Randy Dohne, DGR Consultant, GII

Court rulings have unleashed changes in what states expect with internet sales tax collection and remittance. These changes affect Goodwill organizations that sell goods online, and the effects are different across the states. The complexity of the situation caused Goodwill Industries of Orange County, operator of shopgoodwill.com®, to seek outside counsel to understand how to best respond. Payment and tax collection flow systems will change to comply with an array of new state laws, rules and regulations. Join us to explore the many considerations Goodwill faces when it comes to selling donated goods online.
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Tax, Technical; Delivery Method: Group Live)

Tuesday, August 13, 2019


9:30 a.m. – 10:45 a.m.

Concurrent Sessions
 
Keeping Up Your “A” Game and Managing Risk 
Speakers: Nicole Jewell, Accreditation and Organizational Assessment Consultant, and Carol Warren, Accreditation and Organizational Assessment Consultant, GII

Risk management is often considered a matter of compliance that can be solved by establishing a set of complex rules. However, evidence demonstrates that rules-based risk management will not diminish either the likelihood or the impact of a disaster. During this session, participants will learn about the intent behind the current CARF risk management and health and safety standards. We will also, cover methods used to identify, mitigate and manage risk. There will be a focus on building a strong health and safety program and establishing an effective culture of risk management throughout the organization.
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Management Services, Technical; Delivery Method: Group Live) 


MeetMe: Goodwill Industries of the Inland Northwest Financial Team
Speaker: Merrilee Downs, Chief Financial Officer, Goodwill Industries of the Inland Northwest

Join us to hear how Goodwill Industries of the Inland Northwest’s financial services team has faced challenges and improved support to operations while ensuring regulatory compliance. The team will also share their vision on collaborations across departments.
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Management Services, Technical; Delivery Method: Group Live)

11:00 a.m. – 12:15 p.m.

Concurrent Session
Accounting for Leases ASC 842: How Goodwills Will Be Affected
Speakers: Jaclyne C. Hawley, CPA, MBA, Director; and Jeremy Newcomb, Signing Director, CliftonLarsonAllen LLP

As transparency within financial statements has been a focal point for the Financial Accounting Standards Board (FASB), new accounting models for leases have been released. This session will expose participants to the important elements of ASC 842, including how it will affect them and how to prepare.
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Finance, Technical; Delivery Method: Group Live)
 
3:15 p.m. - 4:30 p.m.
 
Concurrent Sessions 
 
Tools You Can Use to Measure Your Safety Performance – and Much More!
Speakers: Sandy Johannes, Director Safety and Medical Services, Goodwill Industries of Southeastern Wisconsin, Inc.; Jamie Schlenvogt, Manager of Risk Management, Goodwill Easter Seals of Minnesota; Steve Lovette, Director, Safety and Security, Palmetto Goodwill; Zackary Wimer, Loss Prevention and Risk Manager, Goodwill Industries of Southwest Oklahoma and North Texas; and Michelle Michael, Senior Director of Sales and Marketing, LP Software

Are you new to safety? Is safety just one of the hats you are wearing and managing? Do you want information at your fingertips to make sound safety decisions? Do you need a user-friendly way to track, manage and report incidents? During this session, attendees will gain insights into several approaches to incident management systems and measurement tools. Our Goodwill presenters and vendor have success systems in place and will engage the group in interactive a group activities and discussions. You won’t want to miss this session!
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Production, Non-technical; Delivery Method: Group Live)


Grant Management Matters! Federal Rules and Regulations for Grants (2 CFR 200) and Best Practices 
Speakers: Tracey Flanagan, Grant Accountant, GII

Join us for a discussion of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards — also known as the Uniform Guidance or 2 CFR 200. This interactive session will include a review of the rules and regulations governing U.S. government grants with which members must comply. We will review best practices and member experiences implementing internal policies and procedures that are in line with the 2 CFR 200.
 
CPE Eligible (Program Level: Basic; Recommended Credits: 1.5 CPE; Prerequisites: None; Advance Preparation: None; Field of Study: Auditing, Technical; Delivery Method: Group Live)