FISCAL
LEADERSHIP
SUMMIT
Two Days of Fiscal Mastery for Head Start Leaders
A focused, in person training experience designed for Head Start and Early Head Start fiscal professionals, executive directors, board members, policy council representatives, and leadership teams.
Why This Training Matters
Head Start fiscal leadership has become increasingly complex. Between evolving Uniform Guidance requirements, heightened federal scrutiny, procurement expectations, new internal control requirements, and growing oversight responsibilities, programs need more than generic webinars and surface level compliance discussions.
The Fiscal Leadership Summit is designed to provide practical, real world guidance that participants can immediately apply within their organizations. Whether you are new to the Head Start program or looking for a comprehensive refresher on the latest regulatory changes, this summit will equip you with the knowledge and confidence to ensure your organization is in full compliance with its grant requirements.
Who Should Attend
This summit is built for anyone with a stake in your program's fiscal health and compliance posture.
Meet Your Presenter
Perry Davis, MBA
CEO, The Management Institute LLC • Adjunct Instructor, National Head Start Association Academy
Perry Davis brings decades of hands on experience helping Head Start programs navigate complex fiscal and compliance requirements. As CEO of The Management Institute LLC, Perry specializes in federal grants and cooperative agreements, grant writing, and helping organizations modernize their financial processes. He holds a Bachelor's Degree in Business and Finance and a Master's in Business Administration with a concentration in Financial Management, both from Jackson State University.
Perry serves as an adjunct instructor with the Academy at the National Head Start Association and has conducted workshops at the national, regional, and state levels for Head Start associations across the country. Known for his practical, direct teaching style, Perry focuses on helping programs understand not only what the regulations require but how to operationalize those requirements successfully within real world Head Start environments.
Participants will benefit from Perry's deep expertise across the full spectrum of Head Start fiscal compliance, including:
What You Will Learn
Uniform Guidance
Deep dive into financial management systems, cost sharing and non federal share, property management, procurement standards, allowable and unallowable costs, and federal fiscal requirements under 2 CFR Part 200.
HHS Grants Policy Statement
Understand how the updated HHS Grants Policy Statement aligns with the Uniform Guidance and what those changes mean for your day to day grant administration.
Internal Controls
An overview of the new internal control requirements for Head Start programs, including what they are, why they matter, and how to implement them effectively.
Performance Standards
Walk through the fiscal requirements embedded in the Head Start Performance Standards and how they connect to your broader compliance obligations.
Cost Allocation
Learn the process for determining and allocating costs across your programs to ensure accuracy and compliance with federal requirements.
Financial Reports
Guidance on completing the Federal Financial Report (SF 425), the Tangible Property Report (SF 428), and the Real Property Report (SF 429) correctly and on time.
What You Will Walk Away With
Regulatory Clarity
A clear understanding of recent changes to the Uniform Guidance, HHS Grants Policy Statement, and evolving fiscal expectations for Head Start programs.
Compliance Confidence
The knowledge to ensure your oversight and management structure fully supports compliance with the terms and conditions of your Head Start award.
Operational Strategies
The ability to align your organization's financial policies and procedures to Head Start regulations to achieve and maintain full compliance.
Real World Solutions
Practical tools, examples, and implementation ideas grounded in actual Head Start operations that you can put to work immediately.
Two Day Agenda
Secure Your Spot
Registration includes both days of training, breakfast and lunch each day, and access to the Thursday evening networking reception and karaoke night. This is an intentionally focused, in person experience with limited seating designed to maximize engagement and discussion.
The Fiscal Leadership Summit is part of HSE LIVE: Syracuse, September 23 through 25, 2026 at Turning Stone Resort Casino in Verona, New York.
Register Now