Head Start Fiscal Management

October 13, 2027 to October 14, 2027

Strong fiscal management is essential to the success and sustainability of every Head Start program. With requirements spanning the Head Start Program Performance Standards, Uniform Guidance, and other federal regulations, program leaders must understand both their compliance obligations and their responsibilities for effective financial oversight.

This two-day workshop provides an in-depth examination of the most important fiscal issues facing Head Start organizations today.  Throughout the training, the presenters will explore key requirements related to fiscal management, oversight, internal controls, and accountability, while exploring practical approaches to managing risk and supporting sound financial decision-making.

Led by the nation's leading Head Start attorneys, the workshop combines regulatory guidance with real-world application. Attendees will leave with a stronger understanding of fiscal requirements, practical tools and strategies, and resources that can be used to support ongoing compliance and effective program operations.

Topics Include:

  • Compensation
  • Cost principles
  • Facilities and property
  • Financial management systems
  • Reporting requirements
  • Procurement policies and procedures

How is this training different? 

  • It’s collaborative. Attorneys will lead participants in collaborative, solution-oriented discussions.
  • It’s active. While the training is virtual, it's hands-on. Our attorneys will lead you in exercises to help you learn how to read statutes and regulations critically so that when there are changes, you will be better equipped to understand and adapt to the new rules.
  • It’s practical. You’ll walk away with a roadmap to success, complete with to-do lists, best practices, and practical advice on policies and procedures.

Target Audience

  • CFOs, Finance Managers, and Finance Department Personnel
  • Other Managers involved in Budgeting and Funds Management
  • Head Start Leadership, including CEOs, COOs, CMOs
  • Executive Directors/Head Start Program Directors
  • Grant Managers, Specialists, and Administrators
  • Program Officers
  • Grant Officers

Learning Objectives

After this training, you will be able to:

  1. Identify how to reduce risk within your Head Start program
  2. Understand how the HSPPS affects fiscal issues
  3. Discuss how to be innovative within the confines of both the HSPPS and Uniform Guidance
  4. Describe the key fiscal risk areas for Head Start programs and strategies to reduce risk

Course summary

Available credit: 
  • 11.25 Certificate of Attendance
  • 12.00 CPE
Course opens: 
10/21/2026
Course expires: 
04/15/2028
Event starts: 
10/13/2027 - 9:30am EDT
Event ends: 
10/14/2027 - 4:30pm EDT
Cost:
$1,799.00
Add to calendar: 

Agenda

Virtual Classroom
October 13-14, 2027
*Agenda times are all ET and subject to change*
 

Wednesday, October 13

9:30 – 9:45 a.m.Introductions and Overview
9:45 – 11:00 a.m. Unpacking your Notice of Grant Award: What did you really agree to?
11:00 – 11:15 a.m.Break
11:15 a.m. – 12:30 p.m.Cost Allowability 
Cost Allocation and Blended Funding, Part 1
12:30 – 1:30 p.m.Break
1:30 – 3:00 p.m.Cost Allocation and Blended Funding, Part 2
3:00 – 3:15 p.m.Break
3:15 – 4:30 p.m.Federally Supported Facilities and Other Property Issues
 

Thursday, October 14

9:30 – 11:00 a.m.Partners, Contractors, Subrecipients, Delegates: Choosing the Best Agreement for Your Agency
11:00 – 11:15 a.m.Break
11:15 – 11:45 a.m.Davis-Bacon Act Requirements
11:45 a.m. – 12:30 p.m.Compensation Issues
12:30 – 1:30 p.m.Break 
1:30 – 2:30 p.m.Match, Administrative Cap, and Waivers
2:30 – 2:45 p.m.Break
2:45 – 4:15 p.m.Hot Topics in Head Start Grants Management
4:15 – 4:30 p.m.Wrap-Up and Q&A

Feldesman Training Solutions Virtual Classroom

This live, interactive training will take place in the Feldesman Training Solutions Virtual Classroom, hosted by Zoom.  Should you have any technical questions or would like more information, please contact us at [email protected] or 855.200.3822.

Phillip A. Escoriaza

Phillip Escoriaza, a Partner in the firm’s Federal Grants practice group, counsels Head Start programs, non-profit organizations, municipalities, local government agencies, and for-profit grantees. A TV and radio news commentator and university professor, Phillip served in Puerto Rico’s Office of the Governor, the Government Development Bank, the Senate of Puerto Rico and as General Counsel, University of Puerto Rico’s main campus. His bilingual, nationwide practice assists clients with grant funding administrative requirements and strategies, procurement and funded-property standards, allowable costs and cost allocation, audit resolution, and disputes with federal and local agency funders. [Full Bio]

Ted Waters

Ted Waters serves as Managing Partner of the firm and a member of the Federal Grants and Health Care practice groups, Ted is a national authority in the area of federal grants, particularly in the community service spheres. He advises Head Start clients on all aspects of program requirements, including governance, cost share and the never-ending list of grant administration matters. Ted's experience in administrative issues is widely recognized, and he routinely handles government audits, internal investigations and litigation. [Full Bio]

Participants can earn up to 12.00 CPE credits in Specialized Knowledge upon completion of all course requirements. For every 50-minute hour of CPE credit offered, attendees must answer at least 3 of the polling questions or participation engagement elements.  More information can be found in our FAQs.

ADDITIONAL INFORMATION

  • Prerequisites: None 
  • Target Audience: CFOs, Finance Managers, and Finance Department Personnel; Other Managers involved in Budgeting and Funds Management; Head Start Leadership, including CEOs, COOs, CMOs; Executive Directors/Head Start Program Directors; Grant Managers, Specialists, and Administrators; Program Officers; Grant Officers
  • Advanced Preparation: None  
  • Program Level: All
  • Delivery Method: Group 
  • Location: Online

Feldesman LLP 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 (formerly www.learningmarket.org).

Available Credit

  • 11.25 Certificate of Attendance
  • 12.00 CPE

Price

Cost:
$1,799.00
Please login or register to take this course.

Training is Not Recorded

This training will not be recorded for later viewing, as we would like attendees to be comfortable and candid, sharing their experiences and asking scenario-based questions. The discourse between the attorneys and participants is a valued part of each training.

Registration Fees:

Early Registration

(Through August 13, 2027)

Regular Registration

(August 14, 2027 and later)

$1,799$1,999

Group Discounts

Bring your team! Discounts are available for groups of three (3) or more individuals from the same organization. Please contact us to process your registration.

Groups of 3 - 6

Groups of 7 - 10

Groups of 11 - 15

Over 15 attendees

10% off 15% off20% offCall us!

Registration Instructions

Each registration must be in the name of the individual(s) who will attend. This allows us to communicate important course information to the actual attendee(s), add training materials and handouts to the right account, and properly assign certificates of attendance or CPE credits. 

To register for this training:

  • For yourself: login to your account and register with your personal information
  • For someone else: login with the ATTENDEE’S login information or create an account for the ATTENDEE and register from the ATTENDEE's account
  • For a group: email [email protected] to complete group registration

If you encounter problems or have questions contact us.

Payment Policy

We accept the following forms of payment: American Express, Mastercard, Visa, ACH, PayPal, electronic check, and check. For information about the methods of payment we accept, please review our Payment FAQs. 

Refunds/Cancellations

Review our Cancellation Policies.

Required Hardware/Software

Google Chrome or Mozilla Firefox are the preferred browsers.