WIOA Conference and Training Resources
This page provides links to documents, presentations, and other resources that were originally distributed at WIOA-related conferences and Trainings.
DOL/ETA Oregon "mini-SMART 3.0 Training" Materials
SMART 3.0 CONFERENCE 2019
October 22-24, 2019 - Salem, OR
Day 1 October 22
1:00 – 1:15 Welcome – DOL
1:15 – 2:00 Introduction to SMART Training and Formula Grant Overview – Tom DiLisio
2:00 – 3:00 ETA Grant Management Overview & Readiness – Thou Ny and Yazmin Escorcia
3:00 – 3:15 Break
3:15 – 4:30 Uniform Guidance: Cost Principles – Tom DiLisio and Thou Ny
4:30 – 5:00 Wrap–up: Q & A session
Day 2 October 23
8:15 – 8:30 Welcome and Recap of Day 1
8:30 – 10:00 Financial Management Procedures & Internal Controls – Yazmin Escorcia and Thou Ny
10:00 – 10:15 Break
10:15 – 11:45 Subrecipient Management & Oversight – Thou Ny and Tom DiLisio
11:45 – 12:45 Lunch Break
12:45 – 2:15 Cost Allocation Plans & Indirect Costs – Tom DiLisio and Yazmin Escorcia
2:15 – 2:30 Break
2:30 – 4:00 Procurement & Contract Administration – Yazmin Escorcia and Tom DiLisio
4:00 – 4:30 Wrap–up: Q & A session
Day 3 October 24
8:15 – 8:30 Welcome and Recap of Day 2
8:30 – 10:00 Fiscal Overview 101 – HECC
10:00 – 10:15 Break
10:15 – 11:15 Financial Reporting – Thou Ny
11:15 – 11:45 Wrap–up: Q&A
October 22-24, 2019 - Salem, OR
Day 1 October 22
1:00 – 1:15 Welcome – DOL
1:15 – 2:00 Introduction to SMART Training and Formula Grant Overview – Tom DiLisio
2:00 – 3:00 ETA Grant Management Overview & Readiness – Thou Ny and Yazmin Escorcia
3:00 – 3:15 Break
3:15 – 4:30 Uniform Guidance: Cost Principles – Tom DiLisio and Thou Ny
4:30 – 5:00 Wrap–up: Q & A session
Day 2 October 23
8:15 – 8:30 Welcome and Recap of Day 1
8:30 – 10:00 Financial Management Procedures & Internal Controls – Yazmin Escorcia and Thou Ny
10:00 – 10:15 Break
10:15 – 11:45 Subrecipient Management & Oversight – Thou Ny and Tom DiLisio
11:45 – 12:45 Lunch Break
12:45 – 2:15 Cost Allocation Plans & Indirect Costs – Tom DiLisio and Yazmin Escorcia
2:15 – 2:30 Break
2:30 – 4:00 Procurement & Contract Administration – Yazmin Escorcia and Tom DiLisio
4:00 – 4:30 Wrap–up: Q & A session
Day 3 October 24
8:15 – 8:30 Welcome and Recap of Day 2
8:30 – 10:00 Fiscal Overview 101 – HECC
10:00 – 10:15 Break
10:15 – 11:15 Financial Reporting – Thou Ny
11:15 – 11:45 Wrap–up: Q&A
2019 WIOA Statewide Conference Materials
Wednesday, April 10th 8am-5pm
8:00 – 9:30 : Registration Open
9:30 : General Session
11:30 : Break/Lunch Buffet
12:00 : Lunch Keynote
1:15 : Break – Move to Breakout Sessions
1:30 : Breakouts
Work ethic - sometimes called soft skills – are emerging as critical skills for the future. Students with strong non-cognitive skills graduate college at nearly double the average rate. Nearly 9 out of 10 hiring managers nationwide say work ethic is their most important factor in hiring. The challenge is that fewer than 1 in 5 students have these basic skills, and almost all education is focused on academic and cognitive skills. However, new strategies in developing work ethic are making a huge difference with diverse populations around the world. This engaging and interactive presentation highlights simple training and leadership approaches that everyone can use. By analyzing employer-based research, defining the seven behaviors of work ethic, and applying innovative teaching methodology, participants discover how to make lasting behavior change. Discover how you can build the foundational behaviors of work ethic and build the critical skills for the 21st Century!
Review reports navigation and standard report definitions. Learn ways to customize and save your own report parameters for easy access. Gain a better understanding of how report output aligns with data input so you can tell an accurate story.
3:00 : Break
3:15 : Breakouts
Work ethic - sometimes called soft skills – are emerging as critical skills for the future. Students with strong non-cognitive skills graduate college at nearly double the average rate. Nearly 9 out of 10 hiring managers nationwide say work ethic is their most important factor in hiring. The challenge is that fewer than 1 in 5 students have these basic skills, and almost all education is focused on academic and cognitive skills. However, new strategies in developing work ethic are making a huge difference with diverse populations around the world. This engaging and interactive presentation highlights simple training and leadership approaches that everyone can use. By analyzing employer-based research, defining the seven behaviors of work ethic, and applying innovative teaching methodology, participants discover how to make lasting behavior change. Discover how you can build the foundational behaviors of work ethic and build the critical skills for the 21st Century!
Review reports navigation and standard report definitions. Learn ways to customize and save your own report parameters for easy access. Gain a better understanding of how report output aligns with data input so you can tell an accurate story.
WIOA youth providers are required to achieve a variety of specific outcomes dictated by federal and local policies and the days fill quickly working to deliver services and meet outcomes. This workshop explores how Community Services Consortium worked with community partners to create a hands-on, small-scale manufacturing venture – or MakerSpace – where 3d printers, vinyl cutters, sewing machines, embroidery machines, laser cutters, desktop CNC machines, and heat presses have placed WIOA youth in the center of the action. We will explore how the program grew out of being part of a MakerSpace pilot project to forming its own community-based program with a focus on education, technology and entrepreneurial education.
4:45 : Closing Session
Thursday, April 11th 8am-5:15pm
8:00 : Breakfast Available
8:30 : General Session
10:00 : Break
10:15 : General Session
11:45 : Break/Lunch Buffet
12:15 : Lunch Keynote
1:30 : Break/Move to Breakout Sessions
1:45 : Breakouts
We all want to “help” people but sometimes wanting to help a client leads to trying to “fix” the client and it is impossible to “fix” others. Motivational interviewing is generally short-term counseling that requires just one or two sessions, though it can also be included as an intervention along with other, longer-term coaching sessions. There are five fundamental skills that practitioners must learn and practice in order to be adept at using motivational interviewing techniques. At this session, we will review the skills, give you a chance to practice those skills and talk about when to use them with clients.
Navigate WIOA Performance Reports / Understand Numerators & Denominators / Understand how to use Reports to investigate and solve performance data questions
Learn about three local areas’ innovative apprenticeship development activities in the Healthcare, Tech and Construction sectors.
3:15 : Break
3:30 : Breakouts
A key skill which helps us to create successful relationships with our customers is being able to look at our systems from the perspective of our customers. By understanding someone else’s viewpoint, we find what they need and want from us, how they are doing with our services and as a result, how we can build a better experience. This session will cover how to learn from your customer’s view of how to build a better program. Staff will be able to identify points in the program process which are the most likely to lead to disengagement and lack of participation.
Navigate WIOA Performance Reports / Understand Numerators & Denominators / Understand how to use Reports to investigate and solve performance data questions
The Certification Office for Business Inclusion and Diversity (COBID) provides certifications for small businesses owned by Minorities, Women and Service-Disabled Veterans as well as Emerging Small Businesses. The certifications connect small businesses to public procurement opportunities with both State and Local governments. Governor Brown also signed Executive Order 18-03 in March 2018 encouraging all State agencies to use COBID Certified firms. Understanding COBID certifications provides a business outreach specialist with additional tools to share with businesses in any region. This workshop will cover an overview of certification and resources available to new businesses and those already receiving services.
5:00 : Closing Session
Friday, April 12th 8am - noon
8:00 : Breakfast Available
8:30 : Local Area Breakout
10:15 : Partnerships
11:45 : Close
8:00 – 9:30 : Registration Open
9:30 : General Session
- Welcome/Conference Open
- Bridget Dazey; Chair, Oregon Workforce Partnership, Executive Director, Clackamas Workforce Partnership
- Kurt Tackman; Deputy Director of Workforce Investments, Higher Education Coordinating Commission, Office of Workforce Investments
- Nick Beleiciks; State Employment Economist, Oregon Employment Department
11:30 : Break/Lunch Buffet
12:00 : Lunch Keynote
- 2030: The Workplace Revolution
- Josh Davies; Center for Work Ethic Development
1:15 : Break – Move to Breakout Sessions
1:30 : Breakouts
- Josh Davies; Center for Work Ethic Development
Work ethic - sometimes called soft skills – are emerging as critical skills for the future. Students with strong non-cognitive skills graduate college at nearly double the average rate. Nearly 9 out of 10 hiring managers nationwide say work ethic is their most important factor in hiring. The challenge is that fewer than 1 in 5 students have these basic skills, and almost all education is focused on academic and cognitive skills. However, new strategies in developing work ethic are making a huge difference with diverse populations around the world. This engaging and interactive presentation highlights simple training and leadership approaches that everyone can use. By analyzing employer-based research, defining the seven behaviors of work ethic, and applying innovative teaching methodology, participants discover how to make lasting behavior change. Discover how you can build the foundational behaviors of work ethic and build the critical skills for the 21st Century!
- I-Trac Reports
- Jen Medhaug; Worksystems
Review reports navigation and standard report definitions. Learn ways to customize and save your own report parameters for easy access. Gain a better understanding of how report output aligns with data input so you can tell an accurate story.
- Rajinder Gill; Co-Creator and Content Development Director, New World of Work
- Kaitlynn Chritton; Senior Project Manager, Worksystems
3:00 : Break
3:15 : Breakouts
- Work Ethic: The Building Blocks of the 21st Century Workforce (Repeat)
- Josh Davies
Work ethic - sometimes called soft skills – are emerging as critical skills for the future. Students with strong non-cognitive skills graduate college at nearly double the average rate. Nearly 9 out of 10 hiring managers nationwide say work ethic is their most important factor in hiring. The challenge is that fewer than 1 in 5 students have these basic skills, and almost all education is focused on academic and cognitive skills. However, new strategies in developing work ethic are making a huge difference with diverse populations around the world. This engaging and interactive presentation highlights simple training and leadership approaches that everyone can use. By analyzing employer-based research, defining the seven behaviors of work ethic, and applying innovative teaching methodology, participants discover how to make lasting behavior change. Discover how you can build the foundational behaviors of work ethic and build the critical skills for the 21st Century!
- I-Trac Reports (Repeat)
- Heather Fercho; Worksystems
Review reports navigation and standard report definitions. Learn ways to customize and save your own report parameters for easy access. Gain a better understanding of how report output aligns with data input so you can tell an accurate story.
- Mona K-Hinds; Principal Youth Advisor, Community Services Consortium Polk County
- Sean Larsen/Joshua Hjelmberg/Morea Lloyd; Community Services Consortium
WIOA youth providers are required to achieve a variety of specific outcomes dictated by federal and local policies and the days fill quickly working to deliver services and meet outcomes. This workshop explores how Community Services Consortium worked with community partners to create a hands-on, small-scale manufacturing venture – or MakerSpace – where 3d printers, vinyl cutters, sewing machines, embroidery machines, laser cutters, desktop CNC machines, and heat presses have placed WIOA youth in the center of the action. We will explore how the program grew out of being part of a MakerSpace pilot project to forming its own community-based program with a focus on education, technology and entrepreneurial education.
4:45 : Closing Session
- Review Day
- Review Tomorrow
- What’s Out & About in Eugene
Thursday, April 11th 8am-5:15pm
8:00 : Breakfast Available
8:30 : General Session
- Panel of Local Business Representatives to discuss their engagement with Workforce Development Programs
10:00 : Break
10:15 : General Session
- Shaun Engstrom; Office of Workforce Investments/Bureau of Labor and Industries
- Gabby Nunley; Oregon Department of Education
11:45 : Break/Lunch Buffet
12:15 : Lunch Keynote
- Jodie Sue Kelly; Cygnet Associates
1:30 : Break/Move to Breakout Sessions
1:45 : Breakouts
- Jodie Sue Kelly
We all want to “help” people but sometimes wanting to help a client leads to trying to “fix” the client and it is impossible to “fix” others. Motivational interviewing is generally short-term counseling that requires just one or two sessions, though it can also be included as an intervention along with other, longer-term coaching sessions. There are five fundamental skills that practitioners must learn and practice in order to be adept at using motivational interviewing techniques. At this session, we will review the skills, give you a chance to practice those skills and talk about when to use them with clients.
- Jen Medhaug; Worksystems
Navigate WIOA Performance Reports / Understand Numerators & Denominators / Understand how to use Reports to investigate and solve performance data questions
- Registered Apprenticeships Panel (Apprenti, Construction, Medical Assistant)
- Kelly Haines; Worksystems
- Alane Jennings; Southwestern Oregon Workforce Investment Board
- Stephen Parac; XS Media
- Kyle Stevens; Southwestern Oregon Workforce Investment Board
- Facilitator: Stefanie Siebold; East Cascades Works
Learn about three local areas’ innovative apprenticeship development activities in the Healthcare, Tech and Construction sectors.
3:15 : Break
3:30 : Breakouts
- Jodie Sue Kelly
A key skill which helps us to create successful relationships with our customers is being able to look at our systems from the perspective of our customers. By understanding someone else’s viewpoint, we find what they need and want from us, how they are doing with our services and as a result, how we can build a better experience. This session will cover how to learn from your customer’s view of how to build a better program. Staff will be able to identify points in the program process which are the most likely to lead to disengagement and lack of participation.
- WIOA Performance Reports (Repeat)
- Heather Fercho; Worksystems
Navigate WIOA Performance Reports / Understand Numerators & Denominators / Understand how to use Reports to investigate and solve performance data questions
- Daniel Jackson; Certification Specialist, Certification Office for Business Inclusion and Diversity
The Certification Office for Business Inclusion and Diversity (COBID) provides certifications for small businesses owned by Minorities, Women and Service-Disabled Veterans as well as Emerging Small Businesses. The certifications connect small businesses to public procurement opportunities with both State and Local governments. Governor Brown also signed Executive Order 18-03 in March 2018 encouraging all State agencies to use COBID Certified firms. Understanding COBID certifications provides a business outreach specialist with additional tools to share with businesses in any region. This workshop will cover an overview of certification and resources available to new businesses and those already receiving services.
5:00 : Closing Session
- Review Day
- Review Tomorrow
- What’s Out & About in Eugene
Friday, April 12th 8am - noon
8:00 : Breakfast Available
8:30 : Local Area Breakout
- Gather together with your local team members to talk about what you are taking away from the conference
10:15 : Partnerships
- Panel discussion highlighting three examples of local area partnership;
- Amy Black; Clackamas Workforce Partnership
- Narek Daniyelyan; Workforce Southwest Washington
- Victoria Libov; Worksystems
- Facilitator: Bryan Fuentez; Clackamas Workforce Partnership
11:45 : Close
- Oregon Workforce Partnership Compliance Advisory Committee