providing the tools for public b

Plans to Win in Turbulent Times: Best practices in analyzing fundraising efficiency and effectiveness
Station finance executives and station managers should not miss this opportunity to learn best practices in analyzing your fundraising operations throughout the year to better maximize results. DEI’s President and CFO team up to share with you the results of their studies of the fundraising performance of more than 100 of DEI’s member stations. You will learn how stations of all sizes performed before the economic crisis hit and how key stations are performing during the crisis. They have also surveyed station executives, consultants and development service bureaus to get their views on how to survive and thrive in revenue development for the next two years. Bring your current data, observations and questions. Stacey and Doug promise an interactive session.

Producer: Esperanza Flury, WXPN, Philadelphia, PA
Presenters: Doug Eichten and Stacey Stang, DEI, Minneapolis, MN

Learning Objectives:

Learn which performance metrics are important and how to track them.
Learn the plans of many public radio executives to update your station revenue development plans.
Obtain benchmarks to assist in analyzing your station’s performance.

Course Level: Intermediate    Instructional Method: Group/Live
Prerequisite: An understanding of station fundraising practices
CPE Credits:   1              Field of Study: Specialized Knowledge and Applications

Public Broadcasting Management Association (PBMA) 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
addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700,
Nashville, TN, 37219-2471. Website: www.nasba.org

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Employees in Cyberspace: Blogging, Telecommuting and Related Issues
In this informative session, employment law attorney Michael Lorenger will provide an important overview and discussion of the legal issues that companies are facing as increasing numbers of their employees engage in online activities on their own time. The session will describe the legal rights and restrictions facing employers who attempt to regulate and control their employees’ use of web blogs and social networking web sites. The session will also discuss the increase in employee demands for telecommuting arrangements and will identify the rewards and risks of such programs.

Producer: Liz Rosa-Piñero, PBS, Arlington, VA
Presenter: Michael Lorenger, Lorenger & Carnell, PLC, Alexandria, VA

Learning Objective:
    ● legal rights companies have to regulate their employees’ use of web logs and other online
       communication
    ● how to implement and enforce effective telecommuting policies without increasing their exposure
       to legal claims and liability.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of HR management practices within the industry
CPE Credits: 1     Field of Study: Human Resource Management in Industry

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Understanding Financial Statements
This session will review the basic financial statements of an organization and help non-numbers people learn how to read and understand them better. How do you tell if an organization is healthy or not? What might Board members focus on? What are some key items to focus on?

Producer: Esperanza Flury, WXPN, Philadelphia, PA
Presenter: Erin Moran, Public Radio Capital, Centennial, CO

Learning Objectives:

Understand the Statement of Financial Position (balance sheet) and Statement of Financial Activities (income statement).
Understand the relevant information in Cash Flow statements and financial footnotes.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of accounting practices
CPE Credits: 1 Field of Study: Accounting - Financial Statements & Reports

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Employee Engagement
In a recent study conducted by Right Management of more than 650 senior leaders and HR professionals, Employee Engagement was ranked the highest in strategic initiatives for our companies to focus on during these Tough Economic times. Join us in an exciting session exploring this recent study and discovering the real meaning of Employee Engagement.

Producer: Mary Lallucci, Right Management, Tampa, FL
Presenter: Carole Gill, Right Management, Tampa, FL

Learning Objectives:
    ● Define Employee Engagement
    ● How to measure Employee Engagement
    ● What drives Employee Engagement
    ● Review sample Analysis and Report
    ● Identify how results of EE Surveys give direction for Future Actions

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of HR management practices
CPE Credits: 2 Field of Study: Personnel/HR

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Successful PTFP Applications
The PTFP provides Federal matching funds for equipment for public television and radio stations on a competitive basis. This presentation will provide practical information about how to improve your application’s chance of success.

Producer: Rebecca Davis, KUED, Salt Lake City, UT
Presenters: Lynn Chadwick, PTFP, Washington, DC; Scott Hanley, WDUQ, Pittsburgh, PA;
Madison Hodges, WQCS, Ft. Pierce, FL; Brian Sickora, WSKG, Binghamton, NY

Learning Objectives:

Understand the evaluation criteria for PTFP/Federal Grants.
How to present the equipment project for the best chance of receiving a federal grant

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: General understanding of PTFP grants
CPE Credits: 2 Field of Study: Specialized Knowledge and Applications

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Nothing but Net
This session will provide examples of how to run your organization using net revenue as your guide focusing primarily on Development activities.

Producer/Presenter: Brian Sickora, WSKG, Binghamton, NY

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20-Second Manager – Addressing the Economic Challenges
The session will focus upon issues related to the economic stresses placed upon stations and how to address the resulting challenges and stresses. Some of the management topics include Handling Layoffs, Budget Cuts, Overhead Increases and What to Do, Communications - Essential for Success, Problem Employees, and When Salaries are Public.

The session draws from best management practices in the field developed for public broadcasting. The training is designed specifically for university-licensed stations, but the examples and resource are also appropriate for community-licensed and school-licensed stations.

Producer/Presenter: Craig Beeby, University Station Alliance, Stillwater, OK

Learning Objective:

The tools needed to address contemporary management issues affecting public broadcast stations

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403(b) New Requirements
This session will cover the recently issued regulations related to 403(b) plans, effective for calendar years 2009 and after. New audit requirements have been enacted which apply to these plans. The discussion will cover determining whether these requirements apply to your organization and, if so, what procedures need to be performed and information obtained to meet these requirements.

Producer: Jocelyn Enriquez, WJCT, Jacksonville, FL
Presenters: Bob Watson and Daniel Shorstein, James Moore & Co., Gainesville, FL

Learning Objectives:

Understand the new filing and audit requirements.
How to determine whether the organization needs to file a Form 5500 and/or have an audit.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of government regulations and auditing practices
CPE Credits: 2 Field of Study: Auditing - General

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A-133 Audits
This session will discuss how to determine if an A-133 audit is required. It will also cover various types of grants common to public broadcast entities that might be subject to A-133. The session will discuss the additional information you will need to gather as well as additional procedures, testing and reporting to be performed by your auditors.

Producer: Jocelyn Enriquez, WJCT, Jacksonville, FL

Presenters: Bob Watson, Daniel Shorstein, and Elizabeth Cantrell, James Moore & Co., Gainesville, FL

Learning Objectives:

Learn how to determine whether you need to have an A-133 audit.
Gain an understanding of the additional information required in connection with an A-133 audit.
Learn the additional procedures, testing and reporting requirements for an A-133 audit.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of Auditing Practices
CPE Credits: 1 Field of Study: Auditing - General

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The New 990
This session will cover the significant changes to the Form 990, effective for calendar year ends 2008 and after. These changes include expanded disclosures to increase transparency. Discussion topics will include commonly encountered relationships and transactions requiring disclosure.

Producer: Jocelyn Enriquez, WJCT, Jacksonville, FL
Presenters: Bob Watson and Elizabeth Cantrell, James Moore & Co., Gainesville, FL

Learning Objectives:

Understand the changes in 2008 Form 990.
Information needed to fulfill the new reporting requirements

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: General knowledge of accounting practice within public broadcasting
CPE Credits: 2 Field of Study: Specialized Knowledge and Applications

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GASB/FASB Update
This session will cover recently issued GASB/FASB pronouncements as well as exposure drafts. Emphasis will be placed on those pronouncements that will impact public broadcast entities. Examples of new accounting and disclosure requirements will be discussed.

Producer: Jocelyn Enriquez, WJCT, Jacksonville, FL

Presenters: Bob Watson, Daniel Shorstein, and Elizabeth Cantrell, James Moore & Co., Gainesville, FL

Learning Objectives:

Learn what GASB/FASB pronouncements become effective this year or will be in the near future.
Learn how they will impact accounting and disclosures for public broadcast entities.

Course Level: Intermediate Instructional Method: Group/Live

Prerequisite: General understanding of accounting and reporting in the not-for-profit sector

CPE Credits: 2 Field of Study: Accounting (Governmental)

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Completing the AFR Schedule B
This session is intended only for institutional licensees (i.e. stations licensed to states, local governments, colleges and universities (private or public), and outlying territories like Puerto Rico or Guam). CPB staff will guide you through detailed instructions on completing AFR Schedule B (Indirect Administrative Support).

Producer: Marc McDonald, CPB, Washington, DC

Presenters: Tim Appel and Bob Michel, CPB, Washington, DC

Learning Objectives:

The different Indirect Administrative Support calculation methods available to institutional licensees
How to complete Schedule B for each method.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of CPB reporting practices
CPE Credits: 2 Field of Study: Specialized Knowledge and Applications

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Blue Ocean Strategy
Learn a systematic approach to finding new market space that increases customer value, decreases costs, and makes the competition irrelevant. Blue Ocean Strategy helps organizations find new, underserved customers and escape the grind of cut throat completion, competing on price and eroding margins.

Producer/Presenter: Ron Kirsch, UF Leadership Development Institute, Gainesville, FL

Learning Objectives:

The difference between “red ocean” markets and “blue ocean” markets
The 6 Pathways to finding “blue ocean” market space

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of management practices
CPE Credits: 1 Field of Study: Management advisory services

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Common Legal Mistakes to Avoid on Your Web Site
No one regulates the Internet -- everyone does. Broadcast stations with web sites have to worry about copyright and trademark issues, laws related to privacy and data security concerns, FCC posting requirements, and FTC regulations designed to protect children. This session will zip through some of the most common legal problems with media web sites.

Producer/Presenter: Melodie Virtue, Garvey, Schubert, Barer, Washington, DC

Learning Objectives:

How to limit exposure to liability for copyright infringement on your website
How to keep federal agencies from fining you for collecting certain types of information on your website

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of FCC and FTC regulations
CPE Credits: 1 Field of Study: Regulatory Ethics

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CSG Overview and CPB Update
In the upcoming year, CPB anticipates holding two separate consultations for the television and radio Community Service Grant formula. This session will provide an overview of the current CSG formula and the CSG consultation process and will allow attendees to provide feedback on the current CSG formula. In addition, the session will also include updates about current CPB initiatives.

Producer: Marc McDonald, CPB, Washington, DC
Presenters: Kevin Martin and Marc McDonald, CPB, Washington, DC

Learning Objectives:

How the current CSG is calculated
How the CSG consultation process works

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of CPB reporting practices
CPE Credits: 1 Field of Study: Specialized Knowledge and Applications

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Effective & Legal Terminations
Newspaper reports of wrongful termination suits brought by workers against their employers are all too common. In the overwhelming majority of cases, the courts tend to favor the workers, resulting in hefty fines, back wage payments, or costly settlements for the employer. Participants will learn the specific actions to take, and when to take them, in order to ensure that their employment terminations are above legal reproach, while minimizing the pain and discomfort for all affected employees.

Producer: Liz Rosa-Piñero, PBS, Arlington, VA
Presenter: Marc Morales, Thirteen/WNET, New York, NY

Learning Objectives:

The action steps required to carry out the four phases of effective and legal progressive discipline in cases of unacceptable employee performance or conduct
The skills involved in conducting an effective and legal employment termination meeting

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: An understanding of management practices
CPE Credits: 2 Field of Study: Administrative Practice - Planning & Control Systems

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Effective Interviewing
Labor comprises a significant and key element of operating resources. Consequently, in order for organizations to be successful, managers must make accurate and prudent hiring decisions. Effective Interviewing offers proven principles and techniques to effectively prepare for and conduct interviews that serve to assess candidates on three critical dimensions of performance that can practically guarantee a successful hire. Among the key questions this session will answer are: How can I best identify and define the skill-sets and competencies required for success in a position? What kinds of interview questions will elicit the most candid and accurate information from candidates? What interviewing approach can best lead to effectively qualify applicants, and select the best person for the job?

Producer: Liz Rosa-Piñero, PBS, Arlington, VA
Presenter: Marc Morales, Thirteen/WNET, New York, NY

Learning Objectives:

Effectively identify and specify the requirements of a position
Effectively develop and deliver questions that are targeted to elicit the specific information needed to accurately qualify applicants, and hire “winners”

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of HR management practices
CPE Credits: 2 Field of Study: Personnel / HR

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Effective Performance Appraisal
Many managers come to dread performance appraisals recognizing that it often represents a lot of work for very little return. However, when conducted as an important part of an overall performance management process, performance appraisals can serve to effectively improve employee performance. This session will provide a practical understanding of how performance appraisal fits in, complements and supports the overall performance management process, and serves as a key tool for documenting, planning, and effecting ongoing performance improvement.

Producer: Liz Rosa-Piñero, PBS, Arlington, VA
Presenter: Marc Morales, Thirteen/WNET, New York, NY

Learning Objectives:

The role and purpose of performance appraisals in managing and improving employee performance
Proven approaches for effectively analyzing and discussing performance problems, and gaining employee commitment to viable solutions

Course Level: Intermediate    Instructional Method: Group/Live
Prerequisite:   Knowledge of HR management practices
CPE Credits: 1              Field of Study:   Personnel/HR

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FCC EEO Compliance
The session will cover the processes required by the FCC’s EEO rules, program administration, record-keeping, reporting, and FCC review procedures. There will be an opportunity for those participating to exchange views on their experiences with program design and implementation and FCC audits, as well as ideas for best practices in the area.

Producer: Monica Shumake, WLJT, Martin, TN
Presenter: Lawrence Miller, Schwartz, Woods & Miller, Washington, DC

Learning Objectives:

Improve your compliance with the FCC’s EEO regulations.
Update yourself on current FCC EEO rule enforcement practices, procedures, and issues.
Prepare for the possibility of an FCC review of your EEO program in an audit, mid-term review, or license renewal review.
Learn from examples of what other stations are doing to stay in compliance at reasonable cost.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of public broadcasting business practices
CPE Credits: 2 Field of Study: Business Law - Employment Law

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How to Lead in Today's Economic Environment
Today’s economic environment is putting a type of pressure on organizations that is a new and different reality than they have ever experienced. As a leader, how do you insure that your organization will be there when things get better? This practical session will give you real tools to help lead your organization in a way that it doesn’t just survive this downturn, but that it comes out stronger on the other side.

Producer: Tom Livingston, Livingston Associates, Baltimore, MD
Presenter: Brian Emerson, Riverstone Endeavors, Arlington, VA

Learning Objectives:

The foundational concepts of how organizations typically deal with difficult times and what differentiates those that survive from those that don’t
Practical tools and methods of leading their organization through the downturn and to a better place on the other side
Solutions to several of real-life problems that are worked on as a part of the class interactions

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: None
CPE Credits: 2 Field of Study: Personal Development

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Implementing Effective Employee Wellness Programs
This seminar is designed to help employers who are considering implementing an employee wellness program. The seminar will give employers an understanding of how an effective program can improve employee morale and health and lower potential healthcare cost increases. Included in the seminar will be a discussion of the following topics:

The focus of a wellness program and increase popularity of these programs
Developing employer goals for an effective wellness program
The various wellness program options available to employers
The ideal wellness program model
The challenges and keys to successfully implementing a wellness program

Producer/Presenter: Christopher J. Labbate, Corporate Consulting Service, New York, NY

Learning Objectives:

Various types of wellness programs available to employers
Methods used to implement an effective employee wellness program
Common pitfalls and challenges to employers

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: General knowledge of employee benefit programs
CPE Credits: 1 Field of Study: Personnel/HR

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In-kind Contributions and Underwriting Trade Agreements
Many CPB grantees receive in-kind (non-cash) contributions and engage in underwriting trade agreements each year. In terms of NFFS and financial reporting, CPB has very specific guidelines governing the recognition and treatment of in-kind contributions and underwriting trade agreements. In this session, CPB staff will discuss the intersection of NFFS policy, in-kind contributions, and underwriting trade agreements, as well as how to properly report in-kind contributions on the annual financial report (AFR).

Producer: Marc McDonald, CPB, Washington, DC
Presenters: Tim Appel and Bob Michel, CPB, Washington, DC

Learning Objectives:

The valuation and documentation requirements of in-kind contributions, including how to value in-kind contributions received in underwriting trade agreements
How to properly report in-kind contributions on the AFR

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of CPB reporting practices
CPE Credits: 2 Field of Study: Finance

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Introduction to ISIS
The Integrated Station Information System (ISIS) is a web-based portal that integrates the CSG Legal Forms, AFR/FSR, SABS and SAS into one solution. Learn the various reporting requirements and deadlines that all grantees must meet in order to participate in the CSG program.

Producer: Marc McDonald, CPB, Washington, DC
Presenter: Joseph Nguyen, CPB, Washington, DC

Learning Objectives:

How to navigate the new Integrated Station Information System (ISIS)
How to use the system to make required reports to CPB
Compliance requirements of CPB Community Service Grant program

Course Level: Intermediate    Instructional Method: Group/Live
Prerequisite:   Knowledge of CPB reporting practices
CPE Credits:   1             Field of Study: Finance

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Managing Millennials in the Workplace – Flexibility Is Your Friend!
Here come the Millennials! Our youngest workers are full of enthusiasm, drive – and may need more creative hand-holding than any generation before them. We’ll explore ideas for managing and relating to this age group, and we’ll learn some of their preferences as to how they wish to be treated in the workplace. There will be time for questions and shared experiences on channeling this high-energy group into a perfect fit for your organization.

Producer: Susie Julbe, NPR, Washington, DC
Presenter: J.C. Patrick, KUHF, Houston, TX

Learning Objectives:

Characteristics of the millennial age group – how they think, react, things that motivate them, and things that repel them
Research and surveys from this age group as to their workplace preferences and look at ways employers may wish to consider adapting the work environment to fit this unique group.
How to integrate this generation into a work environment that may offer little opportunity for change

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of management practices
CPE Credits: 1 Field of Study: Business management and organization

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Managing Teams in Times of Stress
Leading teams can be tough—even when times are good and the environment is steady. During turbulent times and during times of recovery, teams have special needs to keep them producing as effectively as possible. This session will focus on practical tips and tools to insure that you are giving your team what they need so that in return you get everything you need to help your organization through the tough times!

Producer: Tom Livingston, Livingston Associates, Baltimore, MD
Presenter: Brian Emerson, Riverstone Endeavors, Arlington, VA

Learning Objectives:

The foundational concepts of how teams and their needs change during times of stress
Practical tips and tools for leading teams that are undergoing stress
An action plan to implement upon return to work

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: None
CPE Credits: 2 Field of Study: Personal Development

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SUPER SESSION
Mastering Change in a Turbulent World
Change is occurring at light speed and in unpredictable ways. This session focuses on the ability of leaders to self-manage transitions, lead others through transitions, and create a “change-ready” organization.

Producer/Presenter: Ron Kirsch, UF Leadership Development Institute, Gainesville, FL

Learning Objectives:

Learn a change and transition model that takes the mystery out of change.
Map your own progress through a critical change.
Learn the leadership skills to successfully lead others through change.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: None
CPE Credits: 4 Field of Study: Personal Development

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Technology: Opportunities and Challenges (PBS hosted luncheon on Wednesday)
Speaker: John McCoskey, Chief Technology Officer, PBS

Public broadcasters have spent years and billions of dollars making the transition to digital technology. Now that we are nearly done, what are the opportunities and challenges to exploit new technologies and meet changing media consumption habits? Should we be focused on survival or growth and monetization of new broadcast and multiplatform services? This discussion will explore where the industry is today, explain several new digital media opportunities that are now or will soon be available to broadcasters, and prognosticate about future directions in a multiplatform world.

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SUPER SESSION
Myers Briggs – Knowing Yourself to Be the Leader Your Organization Needs During These Times
As a leader the biggest tool you have available to help lead your organization through these turbulent times is yourself. The better you know yourself, the more effective you will be in leading your people and your organization to a place of stability. The Myers-Briggs is a self-awareness tool that helps leaders understand what drives them and how they can manage this to be a better leader. This interactive session requires pre-registration so that you can take the MBTI prior to the conference. You will be given your results in the workshop along with practical tips and tools about how to utilize your Myers-Briggs to be a better leader as you help your organization get to the other side of this crazy time.

Producer/Presenter: Tom Livingston, Livingston Associates, Baltimore, MD

Learning Objectives:

Understand the foundational concepts of the Myers Briggs Type Indicator
Learn their Myers-Briggs type; understand what it means for them as a person and as a leader.
How to leverage their type as a way to be a better leader in their organization.

Course Level: Intermediate    Instructional Method: Group/Live
Prerequisite:   None
CPE Credits:    4            Field of Study: Personal Development

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Overview of HRA and HSA Plans
The session will provide a thorough overview of Health Savings Accounts (HSA) and Health Reimbursement Arrangements (HRA) for employers who are considering implementing either plan. The focus of the session is a better understand of the intricacies of Health Savings Accounts and the factors that an employer must consider prior to implementing a plan.

Producer/Presenter: Christopher J. Labbate, Corporate Consulting Service, New York, NY

Learning Objectives:

Provide an overview of Health Savings Accounts
Understand the intricacies of Health Savings Accounts Including:

            - Eligibility
            - Employee and Employer Contributions
            - HSA/HRA/FSA Coordination
            - Advantages and Disadvantages

Provide an overview of the HSA alternative: Health Reimbursement Arrangements (HRA) including

- 2009 Qualified High Deductible Plan Requirements

Employee Eligibility Requirements

- Employee and Employer Contributions Strategies
- HSA/HRA/FSA Coordination

Record Keeping Requirements
Member Decision Support Tools

- Advantages and Disadvantages of HSA Plans
- HRA – the H.S.A. Alternative

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of employee benefit plans
CPE Credits: 1 Field of Study: Personnel / HR

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Personal Paradox – Leading More (and Less) in Times of Stress
Effectively leading an organization through turbulent times requires managers to be many things at once—conservative and daring, candid and diplomatic, tough and caring, disciplined and flexible are just a few of the paradoxes that leaders must be—all at once! This session examines how to harness the power of the “and” to help seasoned leaders show up stronger (and with a soft side) for their organization.

Producer: Tom Livingston, Livingston Associates, Baltimore, MD
Presenter: Brian Emerson, Riverstone Endeavors, Arlington, VA

Learning Objectives:

The foundational concepts of Polarity Management and how they relate to the importance of Leadership Paradox
How to apply Leadership Paradox concepts to lead their organization through economically turbulent times

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: None
CPE Credits: 1 Field of Study: Personal Development

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State of the System and What the Future Holds for Public Television
The session will review public television trends utilizing the wealth of data found in SABS and also examine recent economic trends to determine how long will it take for public broadcasting to reach its revenue heights of FY2007 and FY2008. Having analyzed public television for nearly five years, BI Solutions will provide ample time for questions throughout this presentation and expects an interactive experience with those attending

Producer: Marc McDonald, CPB, Washington, DC

Presenters: Damon Frazier and Kevin Thompson, BI Solutions Group, LLC, Washington, DC

Learning Objective:

Insights into public television revenue and expense trends to help station managers understand how they should position their station for the future

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: General understanding of SABS online reporting system
CPE Credits: 2 Field of Study: Specialized Knowledge and Applications

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Discrete Accounting for the CSG
The General Provisions of CPB Community Service Grant (CSG) require that recipients practice discrete accounting of CSG funds. CPB staff and others will discuss the minimum standards for discrete accounting for proper compliance with the General Provisions. Typically, compliance with the discrete accounting requirement is tested in audits by CPB’s Inspector General.

Producer: Marc McDonald, CPB, Washington, DC

Presenters: Tim Appel and Bob Michel, CPB, Washington, DC
Anita Sims, NETA, Columbia, SC

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Station Video Vault: Streaming Your Archive of Programs for Your Community

Learn the basics on how to develop and launch a video streaming service that makes your old and new programming available to your community, searchable, and linked to state educational standards. And while you’re at it, end up cleaning up your broadcast quality archive of all your work as a side effect. There’s lots of government money out there to support archiving our nation’s video content. We’ll show you our strategy for tapping into it – which has so far returned over $1,000,000. Check out our outcome at www.mnvideovault.org

Producer: Christine Maloney, Twin Cities Public Television, St. Paul, MN

Presenters: Christine Maloney and Stephen Usery, Twin Cities Public Television, St. Paul, MN

Learning Objectives:

A basic “how-to” framework for setting this up at your station
The barriers to success, and how to get past them.
How to incorporate tagging and streaming into your existing production processes to expand service without increasing costs.
A list of assessment parameters to test your station’s readiness, technology-wise and staff-wise to launch an archive streaming site.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: None
CPE Credits: 1 Field of Study: Specialized Knowledge and Applications

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The Digital Dilemma – What Can I Do with HD Capacity?
Now that you've converted (or are about to convert) to HD, what will you do with the new channel capacity? What can you do? This seminar would explain current FCC regulations, explore unresolved regulatory questions, highlight CPB's new policy on permissible uses of digital channels, and leave time for stations to exchange ideas, digital ones of course.

Producer/Presenter: Melodie Virtue, Garvey, Schubert, Barer, Washington, DC

Learning Objectives:

Discover recent initiatives to increase programming options and diversity through the use of digital subchannels.
Find out what regulations and limitations have been imposed on use of digital subchannels.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: None
CPE Credits: 1 Field of Study: Specialized Knowledge and Applications

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Underwriting Dashboard for a Down Economy
The current economy has changed the rules for managing underwriting. This session will look at what has changed and the specific adjustments we need to make in order to maximize underwritings revenue potential. Specific topics include:

1. Current market conditions and their impact on underwriting

2. The economy’s impact on the things that drive underwriting; people and inventory

3. Creating short and long term department plans that address current market conditions
and insure you’re getting the most revenue out of your underwriting department

Producer: Jocelyn Enriquez, WJCT, Jacksonville, FL
Presenters: Kirk Nelson and Jim Taszarek, Public Radio Partners, Phoenix, AZ

Learning Objectives:

How the new rules impact revenue, pacing, and sales efforts to give you a clear understanding of how you can monitor the underwriting department’s success at meeting the new challenges that exist
Strategies, ideas and suggestions, along with specific tools your underwriting department will need to help create Short-Term and Long-Term plans for dealing with the current market conditions

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: An understanding of station fundraising practices
CPE Credits: 1 Field of Study: Specialized Knowledge and Applications

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University-Station Peer Review Assessment Tool
This session will present a review process for public broadcasters that would be familiar to university administrators, who are accustomed to outside reviews of their academic programs. The result of this session could be greater licensee buy-in to a station’s future plans.

The session draws from best practices in the field. The session can also provide the station’s staff, board, and university-licensees with ideas for addressing current challenges and identifying resources to aid in that effort. Though the assessment tool is designed specifically for university-licensed stations, it is also user-friendly and appropriate for community-licensed and school-licensed stations. Due to frequent turnover in university administrations, changes in station management and the economic environment, changes in university public radio stations are looming. This session will assist in planning for such a transition.

Producer: Craig Beeby, University Alliance, Stillwater, OK

Presenters: Craig Beeby, University Station Alliance, and Madison Hodges, WQCS, Ft. Pierce, FL

Learning Objective:

Preparation for the challenges and questions raised in times of economic stress and management transition.

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Using ISIS: Your Station’s Connection to CPB
The session will provide an overview on how to access and navigate CPB’s ISIS: Integrated Station Information System. ISIS allows stations to submit their annual financial reports, certify their Community Service Grant legal forms and provide their contact information, just to name a few. In addition, there is a tremendous number of reporting features for station to utilize that allow the stations to compare themselves to others in the system.

Producer: Marc McDonald, CPB, Washington, DC
Presenter: Joseph Nguyen, CPB, Washington, DC

Learning Objectives:

How to navigate through all the features of ISIS
How to generate a wide variety of reports.

Course Level: Intermediate    Instructional Method: Group/Live
Prerequisite:   Knowledge of CPB reporting practices
CPE Credits:   1             Field of Study: Finance

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Lilly Ledbetter Act and Pay Discrimination: New Risks for Employers
The Lilly Ledbetter Fair Pay Act was signed into law on January 29, 2009. The new law will have a profound effect on employers because it will enable individuals to file pay discrimination claims for events that occurred years earlier, exposing employers to additional risks and making it potentially more difficult to defend claims.

Learn how workforce changes (such as layoffs and pay freezes) that are being made in response to the current economic downturn open employers to additional risks related to pay discrimination.

Producer: Liz Rosa-Piñero, PBS, Arlington, VA
Presenter: Steve Bernstein, Fisher & Phillips, Tampa, FL

Learning Objectives:

Identify the risks associated with their current compensation practices
Develop plans to address current risks
Measure and monitor progress over time to mitigate future risks

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: An understanding of employment law
CPE Credits: 1 Field of Study: Business Law

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Employers’ Legal Obligations to Employees in the Military
This session is intended to bring to the attention of employers the legal obligations they have to employees who have been called to active military duty and what happens when they return. Employers usually try to treat returning veterans fairly but lack clear guidance and understanding of USERRA which covers all persons entitled to military leaves of absence their rights and benefits.

For example, what obligations, if any, does an employer have to re-employ a veteran in the position they held before being called to active duty? What if in doing so displaces another employee or results in hardship to the employer? What happens when a veteran returns to work with a disability?

This is the time for all employers to show their gratitude for those who have chosen to serve their country in these difficult times. They must support and address the needs of those who have already returned, as well as those who will return from duty by providing employment and proactively addressing the impact upon their businesses.

Producer: Liz Rosa-Piñero, PBS, Arlington, VA
Presenter: Steve Bernstein, Fisher & Phillips Attorneys at Law

Learning Objectives:

Familiarity with the current laws and regulations pertaining to military service leaves of absence
Familiarity with the current laws and regulations covered by the Americans With Disabilities Act (ADA)

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of personnel and human resource practices
CPE Credits: 2 Field of Study: Personnel / HR

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Underwriting Inventory, Rates and Packaging to Maximize Revenue
Rates should be a reflection of market demand for your public radio or television station. In a recessionary economy, it’s critical that your rate cards and underwriting packages meet the demands and interest of your marketplace. You will leave this session with rate card concepts and specific rate card examples, along with package concepts and examples to help maximize department revenue.

Producer: Jocelyn Enriquez, WJCT, Jacksonville, FL
Presenters: Kirk Nelson and Jim Taszarek, Public Radio Partners, Phoenix, AZ

Learning Objective:
     • Learn inventory management strategies that maximize station revenue.
     • Learn how to structure a rate card and develop packages to execute the strategy.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: An understanding of station fundraising practices
CPE Credits: 2                   Field of Study: Specialized Knowledge and Applications

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New Opportunities for Revenue: Following the research
What would it take for public broadcasters to take advantage of new media as a source of significant new revenue? To begin with, what would those revenue streams be? And then, what key indicators would give us insight into our potential to cultivate these sources?

In this session, we will identify the key elements that would allow stations to capitalize on two income opportunities—the ones we have used to build our broadcast system—namely, memberships and corporate support.

The key indicators we will look at are the ones that are highly correlated with success in growing these revenue streams: for membership, frequency of use and a sense of personal importance; and for corporate support, the volume of impressions and sales capability.

Producer: Esperanza Flury, WXPN, Philadelphia, PA
Presenter: Mark Fuerst, IMA, Rhinebeck, NY

Learning Objectives:

Providing CFOs and station financial planners with a basic grounding in new media metrics: Which measurements are currently viewed as key performance indicators? How is the information collected?
Provide CFOs and other station financial planners with actual comparative performance data that can be used to assess current local station progress in establishing a new media franchise.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: An understanding of station fundraising practices
CPE Credits: 2 Field of Study: Specialized Knowledge and Applications

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Ready for Launch: Three New Media Technologies That are Ready to Produce New Revenue for Station/Program Sites and Program Producers
Over the last year, at least three major projects have emerged within the broad “public media” world that show some signs of providing significant new revenue—revenue beyond memberships and local underwriting.
These projects are:

1. ReelChanges.org and Spot.us: These two sites use a “pre-production” “crowd source” fund raising strategy, in which producers can offer ideas for development—from investigative reports and news stories to documentary films. The sites are up and running and starting to gain some attention.

2. Kachingle: Developed by a group of Silicon Valley bright lights, this system allows individuals to “reward” websites or blogs through a sophisticated “tip jar” system that is based, in part, on public radio’s voluntary memberships.

3. The National Public Media Remnant Ad Network: This project, developed by the staff of NPM and backed by IMA, DEI and PBS Development, could provide thousands of dollars in passive income to individual stations or programs that contribute visitors and page views to a national network sites.

Producer:          Esperanza Flury, WXPN, Philadelphia, PA
Presenters:       Mark Fuerst, IMA, Rhinebeck, NY; Hal Plotkin, ReelChanges.org, Palo Alto, CA; and
                        Cynthia Typaldos, Kachingle, Saratoga, CA

Learning Objectives:

Introduce CFOs and other station managers to innovative, new media-based fundraising technologies that have moved well beyond the planning stages.
Help station personnel identify ways that these techniques could be applied at individual stations, depending on the size of station and content format.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of the public media market
CPE Credits: 2 Field of Study: General Knowledge and Applications

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Disaster Mitigation Begins Before Calamity Strikes
Disaster preparedness is a continuous process. It involves assessing the protections afforded by your insurance policy, understanding what perils are not covered, developing a relationship with qualified remediation professionals and documenting conditions pre-loss. This presentation will focus on practical tips for assuring your facility has adequate amounts and types of insurance coverage, sufficient evidence to support a claim for loss, procedures for implementing immediate disaster mitigation and guidance in perfecting a damage claim. Attendees will be encouraged to ask questions.

Producer: Mel Jones, Georgia Public Broadcasting, Atlanta, GA
Presenter: Jean F. Niven, Esquire, Merlin Law Group, Tampa, FL

Learning Objectives:
   - how to implement a practical plan for disaster control and mitigation;
   - how to document the condition of your facility pre-loss and the legal necessity of that analysis;
   - how to interpret a commercial insurance policy regarding peril coverage and exclusions.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of HR management practices within the industry
CPE Credits: 1 Field of Study: Human Resource Management in Industry

Public Broadcasting Management Association (PBMA) 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
addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700,
Nashville, TN, 37219-2471. Website: www.nasba.org

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Effective Employee Assistance Programs
This session is an overview on how employee assistance programs add to the value of the organization’s mission. This session will describe the resources and services offered by employee assistance programs that are beyond the scope and abilities of management within an organization.

Producer: Mel Jones, Georgia Public Broadcasting, Atlanta, GA
Presenter: Jerry A. Brown, Cameron and Associates, Inc., Atlanta, GA

Learning Objectives:
   How to set up and employee assistance program.
   How to make employee assistance a “go to” resource for employers.

Course Level: Intermediate Instructional Method: Group/Live
Prerequisite: Knowledge of personnel and human resource practices
CPE Credits: 2 Field of Study: Personnel/HR

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Maintaining CPB Eligibility and CSG Compliance
Bob Winteringham, Deputy General Counsel, and Bill Richardson, Deputy Inspector General, will provide an overview of station compliance in order to maintain its eligibility as a CPB-qualified station. The presenters will also provide examples of the most common non-compliant incidents and give you tips on how to meet all the guidelines and regulations as a CSG recipient.

Producer: Marc McDonald, CPB, Washington, DC
Presenters: Bill Richardson and Bob Winteringham, CPB, Washington, DC

Learning Objective:
   The session will ensure stations are maintaining their compliance to the Community Service Grant
   General Provisions and the Public Broadcasting Act.

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