Organizational Sustainability Resources

Posted on: November 8th, 2021 by NADO Admin


EDD/RDO 101 for New Hires

NADO Annual Training Conference 2018: Running An Effective EDO: Strategies for New (and soon to be) Executive Directors

The turnover rate in RDO executive directors continues to roll along, and much of the turnover is due to retirements. As existing staff take on the responsibilities of executive director, or as new staff join the RDO to bring their expertise and ideas to the organization, there is much to be learned… from organizational culture to managing diverse employees to handling unexpected challenges and much more. This presentation will offer tips and strategies from RDO executive directors that have successfully met the challenge(s) of the role head on.

Monica Scamardo, PhD, NADO Annual Training Conference 2015: Preparing for the Future: Tools for the Early Career ED/AD

NADO’s research has shown a trend in executive director retirements, which is not too surprising given the sheer number of baby boomers that are considering retirement in the near future. As today’s executive directors start to plan for their departure from their organization, there is a class of deputy or assistant directors in the wings ready to take on the challenges and opportunities that leading an RDO presents. This presentation helps emerging executive directors identify the characteristics of a strong and successful executive director and helps them develop a strategy for assuring they become one in the future.

Cybersecurity

Joey Howland, VC3, NADO Annual Training Conference 2020: Cybersecurity and the Changing Workplace Environment (https://www NULL.youtube NULL.com/watch?v=01O6iPxjcxU)

RDOs, along with businesses and organizations everywhere, have been adjusting in many ways since the World Health Organization declared COVID-19 a global pandemic. Stay-at-home orders in many areas resulted in employees working remotely from their homes. No matter how prepared an organization could be for remote working situations, there are challenges to mitigating cyber risks that RDOs should know.

Finance for Non-finance staff: Budgets, Reading FS, Audits

Bob Lloyd, NADO Annual Training Conference 2021: Audit Readiness

The massive amounts of federal assistance made available under the Coronavirus Assistance Relief and Economic Stability (CARES) Act and the American Rescue Plan Act (ARPA) have ratcheted up federal government concerns about grant accountability. Congress reflected these concerns by significantly increasing the budgets of the federal inspectors general whose jobs are to prevent and detect fraud, waste, and abuse in federal programs. The independent auditors who conduct those audits get their instructions from the Compliance Supplement, a hefty audit guide issued annually by the U.S. Office of Management and Budget. The Supplement identifies the grant requirements that must be tested and suggests ways for the auditors to determine compliance. This presentation will drill down on the sections of the Supplement that affect federal programs that most RDOs administer and will demonstrate how to be audit ready in this highly charged grant audit environment.

NADO Professional Development Webinar Series 2018: FASB New NFP Reporting Standards (https://youtu NULL.be/FU3hO-Go1fU)

In 2016, the Financial Accounting Standards Board (FASB) issued an Accounting Standards Update (ASU) intended to simplify and improve how a not-for-profit organization classifies its net assets, as well as the information it presents in financial statements and notes about its liquidity, financial performance, and cash flows. Not-for-profit entities with fiscal years that begin after December 15, 2017 are subject to these changes.  Many RDOs have established 501 (c) (3) entities to allow them to enhance their regional development work.  Training will cover key changes in net asset classes, investment returns, expense reporting, statement of cash flow, liquidity, and availability.

Financial Management (Staff & Board)

North Central Regional Planning Commission, EDA Denver 2019: Revolving Loan Fund (RLF) Program

EDA-funded revolving loan funds (RLFs) are helping locally owned businesses with financial resources needed to launch and grow. Across the 10-state region, almost 60 RLFs are working to build strong  economies. In this presentation staff from North Central RPC in Beloit, KS, shares their experiences in creating strong lending programs that are making a positive impact in their communities.

NADO Annual Training Conference 2015, Laura Mathis Middle Georgia Regional Commission: Revenue Diversification

Every RDO needs strategies to bring in much-needed revenue and sustain new programs that do not have grant support. Learn about the revenue-generating programs, institutional arrangements, and business models that RDOs have used to monetize solutions to regional problems.

OMB: Procurement, Indirect Cost Rate

Bob Lloyd, NADO Annual Training Conference 2020: OMB’s Revisions to 2 CFR 200- What’s Changed and What You Need to Do About It

The Office of Management and Budget’s revisions to 2 CFR 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards are felt by all organizations that receive federal grants and subgrants. The revisions took effect on November 12, 2020. OMB also rolled out the 2020 version of its Compliance Supplement, the audit guide that independent auditors must use when they conduct your annual single audit. This presentation will cover the things that you need to know about these key federal grants management documents and provide practical advice about how your organization should prepare for their use.

NADO Professional Development Webinar Series 2018: Purchasing with Federal Grants under OMB’s Circulars Part 1 (https://youtu NULL.be/Xff6sYyjWmY)

The first webinar covers transitioning to the new policies, the difference between sub awards and contracts, required elements of your purchasing policies, acceptable methods of procurement, potential grantor agency involvement, reliance on organizational procedures, and agreement privacy.

NADO Professional Development Webinar Series 2018: Purchasing with Federal Grants under OMB’s Circulars Part 2 (https://www NULL.youtube NULL.com/watch?v=S7SjAGTlDOE)

The second webinar addresses acquisition planning, competition, developing solicitations, offer evaluations, contractor selection, contract administration and required provisions, procurement records, special requirements (such as audit services, architect and engineering services), and practical considerations for procurement of social services (pertains to OAA and WIOA funds).

Talent Attraction & Retention

Donna Shannon, SWREDA 2019: Recruiting and Retaining Talent

Donna Shannon talks about the challenges of recruiting and retaining talent, including changes in hiring practices, writing job descriptions, creating company culture and more.

Jeff Kiely, SWREDA 2019: Insights from the Field- Leadership & Human Resource Challenges

Jeff Kiely, a former EDD executive director, presents about various aspects of HR with a focus on onboarding staff and nurturing staff, navigating through difficult situations and creating a transition plan.

Grants Administration  

Bob Lloyd, NADO Annual Training Conference 2021: The American Rescue Act Plan: RDO Roles

The American Rescue Plan Act (APRA) includes the $350 billion State and Local Fiscal Relief Fund which distributes federal assistance to all states, tribal governments, and general purpose local governments nationwide. While RDOs do not receive a direct allocation themselves, their member governments do. There are a number of ways that RDOs may become involved with Fiscal Relief Funds: being a subrecipient of funds transferred from a direct recipient; being a paid contractor providing services to a direct recipient; or being a provider of technical assistance helping direct recipients to administer their allocation. Performing any of these roles requires a basic knowledge of ARPA requirements and of the resources available to manage these relationships. This presentation will help you gain that up-to-date knowledge.

Federal Grants Management Webinar Series 2021: Purchasing with Federal Grant Funds- Proper Procedures and Allowable Costs (https://youtu NULL.be/MH2H7obXzwI)

Purchasing with Federal Grant Funds: Proper Procedures and Allowable Costs, explains the purchasing methods that are acceptable when spending federal grant funds and demonstrates how to justify and document the costs of the most common goods and services you buy to support your awards.

Federal Grants Management Webinar Series 2021: Playing Well with Others (https://youtu NULL.be/pMoYG6_6rLY)

Playing Well with Others: Effective Collaboration in all Directions encourages and supports examination of your Regional Development Organization’s existing “vertical and lateral” relationships and identifies federal policies that can be used to fashion sensible and effective alternatives.

Federal Grants Management Webinar Series 2021: Indirect Cost Fundamentals for Program Directors and Other Non-financial RDO Staff (https://youtu NULL.be/bKMNgedBEXo)

This webinar distills the requirements for recovery of indirect costs contained in federal regulations and demonstrate in easy-to-grasp terms how a resulting indirect cost rate is obtained and used while planning and executing your federally grant-funded projects and programs. Bernadette Grafton, Program Analyst, Performance and National Programs, U.S. Economic Development Administration (EDA), joins Bob to talk about EDA’s approach to Indirect Cost.

Bob Lloyd, NADO Annual Training Conference 2019: Good to Know- Federal Grants Management Fundamentals

Regional development organizations sit at the “intersection” of a variety of federal grant transactions. In that location, federal funds can arrive in lots of different ways. And depending upon the substance of award agreements it receives, an organization can be a recipient, a subrecipient, and a contractor under a grant–all at the same time. Those roles impose differing direct responsibilities. The fact that some of those federal funds may have to be re-awarded to other organizations creates a situation in which its’ easy to make mistakes. Sorting out what key rules flow with the money and how to respond to them should be a high priority for board members and staff. The list of organizations that have failed to do those things is long and distinguished, and the unfortunate consequences are pretty visible. This presentation will alert you to key fundamentals that can help you avoid vulnerabilities and protect your organizational reputation.

Bob Lloyd, NADO Annual Training Conference 2019: Sharpening Your Indirect Cost Recovery Skills

OMB’s 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles and Audit Requirements, also known as the Super Circular, consolidates three separate sets of cost principles into one comprehensive document. The now five-year-old requirements were intended to simplify cost principles and requirements but once you wade through the policy changes, you’re still left with the heavy lifting necessary to develop and support an indirect cost allocation plan and rate proposal for your organization. This presentation will accurately brief you on the federal policies and then highlight how to sharpen those tools.

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