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Tightening Our Belts in Titletown
Wisconsin Human Services Financial Management Association Conference
May 3-5, 2017
Tundra Lodge Resort – Waterpark & Conference Center
Green Bay, Wisconsin

From the Desk of the Chair. . . .

Welcome to the 38th annual WI Human Services Financial Management Association (WHSFMA) conference!  I think this year’s theme is one most of us could get in to; in fact, I believe you might be greeted by a few obvious Packer fans on Wednesday.
Our conference venue has a nice view of Wisconsin’s beloved Packers’ home - Lambeau Field.  Our theme is about tightening our belts; while I don’t think the Packers have to worry about money, that phrase can also be interpreted as enduring hardship patiently.  I don’t know about you, but I don’t think enduring hardship patiently is an easily acquired skill; especially when it involves your heart.  Football players pursue careers in football because they love the game.  I work in human services because I love all things about numbers AND I love providing quality services to our county residents.  I know that sounds cheesy, but it is true.  Do what you love and love what you do.  It isn’t enough though.  Just like the Packers, I believe there are skills we both continuously strive to improve in; beyond the love of the game (or love of the job).  Leadership, teamwork, communication, respect, determination, and integrity are some of mine; and you may have come up with a few more of your own.  Our skills are tested year after year (sometimes hour to hour).  We experience all kinds of changes in our work; in fact, change is a constant presence.  The question we should ask ourselves is, what skills do I want to have to help keep my heart and head in the game? 

"Individual commitment to a group effort -- that is what makes a team work, a company work, a society work, a civilization work." — Vince Lombardi


New this conference:

WHSFMA Board of Directors

Jennifer Vote, Marquette County DHS, Chair
Stephanie Box, Sauk County DHS, 1st Vice Chair
Erica Wojcik, Portage County HHS, 2nd Vice Chair
Cathy Karls, Columbia County HHS, Treasurer
Nikki Revak, Bayfield County HSD, Secretary

WHSFMA Conference Committee

WHSFMA is a statewide organization of individuals who are interested in the improvement of their skills for financial support, sharing ideas and information.

RegionName and CountyTerm


Debbie Tubbs, Washburn DHHS


North Central

Coleen Krasowski, Marathon DSS






Erica Becker, Waupaca DHHS



Heidi Syvinski, Barron DHHS



Kristen Tranel, Walworth DHHS


State Liaison

Jean M O’Leary, DHS

State Liaison

Sue Losen, DCF


WHSFMA Welcomes Our Vendor

Schenck SC – Government & Not-For-Profit Team

Schedule of Events

Wednesday, May 3, 2017

11:00 – 12:45    Registration – Ballroom Lobby

12:45 – 1:00      General Session – Ballroom B & C
Welcome and Announcements
JenNik II – “Goal Posts of Conference”

1:00 – 2:00        General Session – Ballroom B & C
Motivational Speaker
                                    In the huddle.

2:10 – 2:55        General Session – Ballroom B & C
DCF Fiscal Update
John Tuohy Director of Regional Operations
Update on fiscal issues for Department of Children and Families programs, including proposals in the 2017-19 state budget bill. Will cover child welfare, juvenile justice, child care and child support programs.

2:55 – 3:15        Break / Vendor Exhibits – Ballroom A

3:15 – 4:00        General Session – Ballroom B & C
2017 Field Goals
Julie Anstett, Director of Area Administration, DHS
DHS Fiscal Update

4:00 – 5:00        General Session – Ballroom B & C
DHS 1 Uniform Fee System Update
Mary Jablonski, Section Chief, DHS
Status of Rule Change to DHS1 Uniform Fee System

Cash Bar Before/During Banquet – Ballroom A

6:00                  Banquet – Ballroom A

After Banquet  Hospitality Suite - Rooms 388 & 389 - Sponsored by Conference Vendors

Thursday, May 4, 2017

7:30 – 8:20        Registration – Ballroom Lobby

6:30 – 8:20        Hot Buffet Breakfast – Caribou Restaurant in Hotel

8:20 – 9:20        General Session – Ballroom B & C
Score with SPARC
Kozue Bush, Senior Accountant, DCF
How to use DCF new grant payments system reports and how to report on cost pools.

9:30 – 10:30      Session I – Ballroom B & C
942/HSRR - Michael Christopherson
                        In the huddle.

9:30 – 10:30      Session II – Superior & Michigan Rooms (Lower Level)
Wisconsin Home Energy Assistance Program (WHEAP) Fiscal Management
Jeff Heino, Lead Administrative Review Monitor; Jamie Her, Lead Policy Analyst
The WHEAP serves over 200,000 households annually and contracts with all 72 Counties and seven tribes to administer the program. The Division of Energy, Housing and Community Resources will provide an overview of agency responsibilities and available system resources to assist them in the effective management and oversight of their program.

10:30 – 10:50    Break / Vendor Exhibits – Ballroom A

10:50 – 11:50    General Session – Ballroom B & C
CCOP and CLTS General Session
Jeff Blankenheim, Budget and Policy Analyst Div. – Adv; Autumn Knudtson, Children’s Program Ops & Partner Relations Section Chief; Sue Liegel, Budget and Policy Analyst Div. – Adv.
A general summary of the CCOP and CLTS Waiver programs.

12:00 – 12:30    Business Meeting – Ballroom B & C

12:30 – 1:30      Buffet Lunch – Ballroom A

1:30 – 2:30        General Session – Ballroom B & C
Creating a Trauma Informed Culture Within Your Agency
Kasey Kaepernick, Trauma Informed Care Coordinator, Waupaca County, DHHS; Erica Becker, Fiscal Services Administrator
Trauma Informed Care is a universal approach in providing support to families, clientele, and each other.  It is not only for those directly serving families, but is a critical component in creating a culture that most effectively serves our county’s residents.  The overall goal of this presentation is to help you understand that the benefits of a Trauma Informed Care approach are evident with the families we serve and the fiscal health of our organization.

2:40 – 3:40        Session I – Ballroom B & C
DCF Rate Regulations
Kevin Pings, DCF – Accountant – Advanced
A look into Child Welfare Provider Rate Regulation: Background, present, where it’s
Headed, challenges, and what it means to you.

2:40 – 3:40        Session II – Superior & Michigan Rooms (Lower Level)
Business Objects Basics
Charles Rumberger, LTCare Information Exchange Tech Lead; Scott Slavik, Data Warehouse Technical Lead
An overview of Business Objects including report development, report retrieval and distribution, report modification, user access and support, and universe definitions.

3:40 – 4:00        Break / Vendor ExhibitsBallroom A

4:00 – 5:00        Session I – Ballroom B & C
Audit, Fiscal Management and Expenditures: New Resources and Guidance to Help You Up Your Game
Barb Loescher, Chief, Internal Audit Section; Christopher Cook, Auditor-Advanced
The Internal Audit Section at DHS has been busy updating resource materials that your county can use including the DHS Audit Guide, the Financial Management Manual and the Allowable Cost Policy Manual.  The changes to these manuals reflect new requirements under the Uniform Guidance and clarify DHS expectations as we team up to provide services.  This session will highlight key changes that affect you and new tricks you can add to your playbook.

4:00 – 5:00        Session II – Superior & Michigan Rooms (Lower Level)
Community Aids Reporting System (CARS) Overview
Rob Hamilton, Expenditure Accounting Section Chief; Justin Brown, Lead Accountant, CARS Unit
Department of Health Services representatives from the Expenditure Accounting Section will provide an overview of the Community Aids Reporting (CARS) System along with helpful insight into reading CARS Reports


Done for the Day – Go Explore Green Bay!
"The difference between a successful person and others is not a lack of strength, not a lack of knowledge, but rather in a lack of will." — Vince Lombardi

Friday, May 5, 2017

6:30 – 8:20        Hot Buffet Breakfast – Caribou Restaurant in Hotel

8:20 – 9:30        Session I – Ballroom B & C
Mitchell Perry, Business Analyst; Salvatore Topino, Apprentice Business Analyst; Alissa Kordrupel
PCG will be presenting on the WIMCR and the Comprehensive Community Services (CCS) Programs. This will include any updates on timelines, cost reporting, recent optimizations of the cost reporting tool and any new guidance from the Centers for Medicaid and Medicare Services (CMS).
8:20 – 9:30        Session II – Superior & Michigan Rooms (Lower Level)
                                    In the huddle.

9:40 – 10:40      Session I – Ballroom B & C
Purchase of Services Contract GuideLucinda Champion,
Writing Contracts for Purchase of Care and Services – Wis. Stat. 46.036

9:40 – 10:40      Session II – Superior & Michigan Rooms (Lower Level)
DOR (Department of Revenue) State Debt Collection (SDC) Program
Joseph Mugenga, IS Business Analyst; Roxanne Walker, IS Business Analyst; Rick Karls, Revenue Supervisor

10:40 – 11:00    Break / Vendor Exhibits – Ballroom A

11:00 – 12:00    General Session – Ballroom B & C
Fraud Awareness & Management in County Government
Lois Schepp, CPA/MBA. Comptroller
 This session will look at what constitutes fraud, how to be aware of it, and manage your risk.  An emphasis will be placed on county government, especially Health & Human Service Departments.


Thank you for attending the 38th WHSFMA Conference!

”People who work together will win, whether it be against complex football defenses, or the problems of modern society." — Vince Lombardi

Registration Information

View/Print Brochure (PDF)
Register Online

Registration Fee:

REGISTRATION:$175 - Full conference, this includes the banquet on Wednesday evening, breakfast and lunch on Thursday, breakfast on Friday, and breaks listed in the program.  $150 — Wednesday and Thursday only, or Thursday and Friday only; includes the banquet on Wednesday evening (if applicable), breakfast and lunch on Thursday, breakfast on Friday, and breaks listed in the program.  Please note that Registration Cut-Off is April 14, 2017.

WHSFMA Federal ID Number: 39-1480130
WHSFMA ES Number: ES-29946

To Register for the Conference, you must complete the registration on line at website for each individual attending. Payment must be mailed in to the address below.  Be sure to include payment for additional meals noted on the online registration form.  Fees are non-refundable for no-shows without prior notification (four full working days—Wednesday, April 26, 2017) before the workshop.  

Registration Deadline: April 14, 2017

Please Make Checks Payable and Mail to:
WHSFMA Conference
Cathy Karls, Treasurer
Columbia County Health & Human Services
P. O. Box 136, Portage, WI  53901

Phone:  608-742-9292
FAX: 608-742-9700

1 CPE credit = 50 minutes related to your field


Lodging Information

Tundra Lodge Resort Waterpark & Conference Center
865 Lombardi Avenue, Green Bay, WI 54304
State rates will apply.  A block of rooms will be held until April 17, 2017.  Lodging accommodations are the responsibility of the registrants.  Please ask for a room in the Wisconsin Human Services Financial Management Association Room Block.  All reservations must be made with a major credit card to hold the room.  State of Wisconsin S211 tax exempt form must be submitted to Tundra Lodge Resort Waterpark & Convention Center at time of check-in.  Cancellations subject to hotel policy.  Tundra Lodge Resort Waterpark & Convention Center will not guarantee the State rate or availability of a room beyond April 17th.

Rooms being paid for with a credit card of an individual not staying in the room will require a Credit Card Authorization form prior to check in.


For Reservations           920-405-8700
Hotel Web Site:  

Check in Time:  4:00 p.m.
Check out Time:  11:00 a.m.


For additional information on lodging and directions: Print Brochure