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Financial Management Services (FMS) Conference - 2011
11/14/2011 | Requests *Summary
The NRCPDS hosted the 4th Biennial Financial Management Services Conference in November 2011. The day and a half long conference featured workshops with participant direction tax experts from the Internal Revenue Service as well as with other Financial Management Services specialists and experts. Review the archived presentation slides for an overview of the content.
Author
Mahoney, Kevin J.; Selkow, I; Murphy, Mollie Grotpeter; Davis, Judith; Weigelt, M.; Jones, Elizabeth; Kasprzak, S; Crisp, Suzanne; Bohnet, C.; Hansen, K.; Horvath, D.; Steadman, J.; Reiss, D.; Murphy, G; Fenton, M; Carmichael, J.; Kayala, D.; Sanz, D
Available Files
- Link to Conference Booklet Off-site link (48 pages)
- Opening Pienary PDF (263K, 8 pages)
- “Ask the IRS” PDF (812K, 17 pages)
- Monitoring for Quality
- Jones Presentation PDF (352K, 33 pages)
- Kasprzak Presentation PDF (269K, 11 pages)
- Link to Monitoring Tool Off-site link (1 page)
- Challenge in Operations and Compliance PDF (502K, 34 pages)
- Agency with Choice PDF (303K, 31 pages)
- Mitigating Fraud
- Presentation PDF (1,797K, 47 pages)
- Handout PDF (177K, 1 page)
- Handout PDF (46K, 1 page)
- Handout PDF (79K, 6 pages)
- Enrolling Participants as Employers PDF (316K, 22 pages)
- Baby Boomers PDF (1,025K, 17 pages)
- Comparing the Cost
- Fenton Presentation PDF (825K, 10 pages)
- Jones Presentation PDF (896K, 14 pages)
- Financial Management Services
- Kayala Presentation PDF (198K, 9 pages)
- Carmichael Presentation PDF (513K, 13 pages)
- Link to Sanz Presentation Off-site link (27 pages)
Keywords
The State of Participant Direction; Internal Revenue Service: Updates and "Ask the IRS"; Certifying Providers of Financial Management Services and Monitoring for Quality; Challenges in Fiscal/Employer Agent Operations & Compliance; Agency with Choice: A Review of Key Components and Issues; Detecting and Mitigating Fraud in Participant Direction; Enrolling Participants as Employers: Tax Forms 101; Baby Boomers: The Impending Reality – a Crisis or Opportunity?; Comparing the Cost of Participant-Directed Services to Traditional Services; Promising Practices in Financial Management Services;
Topic
Consumer/Participant Direction
Type/Tool
Archived conference materials / Presentations
Source
NRCPDS
State
All States/Territories
Date Created
12/01/2011
Contact
Elizabeth Maguire
National Resource Center for Participant-Directed Services
elizabeth.maguire.1@bc.edu
617-552-0562
National Resource Center for Participant-Directed Services
elizabeth.maguire.1@bc.edu
617-552-0562
Short URL
Permission to use any element of this document should be obtained by the above named contact person. Always name the originator as the source of this material.
* Reflects requests since January 1, 2007
Options
HCBS / Clearinghouse for the Community Living Exchange Collaborative / (http://www.hcbs.org)