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Your speaker portal Hi, Perry — this page is yours. Bookmark it and reach for it any time during the summit.

Welcome, Perry · Your HSE LIVE: Syracuse portal

Perry Davis, MBA

CEO, The Management Institute LLC
Adjunct Instructor, National Head Start Association Academy

2 days · Fiscal Leadership Summit Sep 23–24, 2026 Turning Stone Resort · Verona, NY

See sessions ↓

A note from the HSE LIVE team

Hi Perry — we're so glad you're with us in Syracuse.

This page is your home base for the Fiscal Leadership Summit. Everything you need to feel prepared, supported, and at home is gathered here in one place — your two-day agenda, the room, the AV setup, and the real people you can reach the moment anything comes up.

Thank you for bringing your expertise to our community. Whatever you need, we're a message away.

— Andy Roszak and the HSE LIVE team

On this page: Your agenda Day-of logistics Your contacts

About the speaker

Bringing decades of fiscal expertise to Head Start

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.

What Perry is teaching

Fiscal Leadership Summit · Two days

A focused, in-person experience for fiscal staff, executive and program directors, and board and policy council members. Limited seating by design.

Day One

Wednesday, September 23

Uniform Guidance, Grants Policy, and Performance Standards

9:00 AM – 4:30 PM Seneca Room · Turning Stone

9:00 AMOpening and Welcome

9:15 AMUniform Guidance (2 CFR Part 200) / HHS Grants Policy Statement

10:30 AMBreak

10:45 AMUniform Guidance / HHS Grants Policy Statement (continued)

12:00 PMLunch (provided)

1:15 PMUniform Guidance / HHS Grants Policy Statement (continued)

2:45 PMBreak

3:00 PMHead Start Performance Standards: Fiscal Requirements

4:30 PMAdjourn

Day Two

Thursday, September 24

Internal Controls, Cost Allocation, and Financial Reports

8:30 AM – 4:00 PM Seneca Room · Turning Stone

8:30 AMInternal Controls

10:00 AMBreak

10:15 AMCost Allocation

12:00 PMLunch (provided)

1:15 PMFinancial Reports (SF 425 / SF 428 / SF 429)

2:30 PMBreak

2:45 PMFinancial Reports (continued)

4:00 PMAdjourn

Areas of expertise

What Perry covers, in depth

Uniform Guidance (2 CFR Part 200)

Internal Controls

Cost Allocation

Financial Reporting

Procurement Requirements

Head Start Fiscal Compliance

For Perry · Day-of logistics

Everything you need on site

Check-in, AV, meals, and what to expect — all in one place so you can focus on what you came here to do.

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Where to check in

Speaker check-in opens at 8:00 AM at the HSE LIVE registration desk on the Event Center concourse. Look for the cream and navy banner.

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AV and tech setup

Wireless lavalier mic, confidence monitor, and HDMI input provided. Slides accepted day-of or in advance — see Slides intake below.

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Meals and breaks

Continental breakfast and lunch are provided both days in the adjacent ballroom. Speaker green room with refreshments next to Seneca.

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Thursday evening

Networking reception and karaoke night, open to all Syracuse attendees. We'd love for Perry to join — no obligation to perform.

Who to ask

Your point people for Syracuse

Real humans, real cell numbers, real fast responses. Save these now.

Program lead

Andy Roszak

andy@icp.us

A/V and slides

Audio Visual Lead — TBD

av@headstarteast.org

Venue questions

Turning Stone concierge

Front desk · ext. 0