Financial Management Services (FMS) Conference - 2011

File Downloads / Links

  • Opening Pienary PDF
  • “Ask the IRS” PDF
  • Jones Presentation PDF
  • Kasprzak Presentation PDF
  • Challenge in Operations and Compliance PDF
  • Agency with Choice PDF
  • Presentation PDF
  • Handout PDF
  • Handout PDF
  • Handout PDF
  • Enrolling Participants as Employers PDF
  • Baby Boomers PDF
  • Fenton Presentation PDF
  • Jones Presentation PDF
  • Financial Management Services NULL
  • Kayala Presentation PDF
  • Carmichael Presentation PDF

Article Publication Date: 
11/14/2011
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.
Article 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
Populations: 
N/A
Sources: 
NRCPDS
Programs/Initiatives: 
N/A
Keywords: 
N/A
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;

Contact

Elizabeth Maguire
National Resource Center for Participant-Directed Services
elizabeth.maguire.1@bc.edu
Phone: 
617-552-0562

Short URL: http://www.advancingstates.org/node/53010