Review of OMB Circulars Plus Expense and Funding Management
August 22, 2011 - August 23, 2011
Location:
San Francisco Marriott Marquis
55 Fourth Street
San Francisco, CA 94103
This conference is now full, registration is closed. Please contact gfponline@wipfli.com to be placed on a waiting list.
Join us for a pre-conference to the Community Action Partnership 2011 Annual Convention.
Financial management and compliance are the two most important areas facing federally funded programs. It is important that agencies be in compliance with federal administrative requirements and cost principles. This requires an organization to be committed to understanding the regulations and the importance of being in compliance with them. Organizations out of compliance risk losing their grants, having grant funding reduced, or the potential for having to repay disallowed costs.
Wipfli’s nonprofit experts have been presenting the highest quality of training for more than 40 years. Participants declare Wipfli training “empowering”, “outstanding,” “meaningful,” “invaluable,” and “relevant.” At this training, Steve Lipton, Denes Tobie, Janet Johnson, Deb Pagel and Seth Finestack will provide you with in-depth training relating to financial management and administration and with practical ways to apply the most current information to your program operations.
Training Seminar Outline
DAY 1: Administrative Requirements/Cost Principles
2 CFR Part 215 (OMB Circular A-110, and the Common Rule) including financial management system requirements and controls, equipment, budgeting, and procurement. Cost Principles 2 CFR Part 230 and 2 CFR Part 225 (OMB Circulars A-122 and A-87) including general criteria for all costs, allowable and unallowable costs.
CPE for day one: 7.5 credits*
DAY 2: Expense and Funding Management
Funding is tight. Yet, communities need more help than ever. This session will explore practical methods you can implement today that will help you evaluate and manage your programs and funding sources, take a critical look at your ongoing operating expenses with an eye towards better management and control, take a hard look at your organization’s people expenses including salaries, benefits, and managing the expenses related to a reduction in force if necessary. We will cover a process that includes strategic thinking so that the changes you need to make today help position you to provide the services your communities need.
CPE for day two: 7.5 credits*
This conference is now full. Registration is closed. Please contact gfponline@wipfli.com to be placed on a waiting list.
Daily Schedule
Monday, August 22, 2011 | |
7:45 a.m. - 8:30 a.m. (PST) | Registration and Morning Refreshments |
8:30 a.m. - Noon | Administrative Requirements |
Noon. - 1:30 p.m. | Lunch (on your own) |
1:30 p.m. - 5:00 p.m. | Cost Principles |
Tuesday, August 23, 2011 | |
8:00 a.m. - 8:30 a.m. (PST) | Morning Refreshments |
8:30 a.m. - Noon | Expense & Funding Management Part 1 |
Noon. - 1:30 p.m. | Lunch (on your own) |
1:30 p.m. - 5:00 p.m. | Expense & Funding Management Part 2 |
Registration Fee
Register on or before June 24 - Pay $495 per person
Register from June 25 - July 31 - Pay $545 per person
Register from August 1st until the conference - Pay $595 per person
GFP Internet Service Subscribers automatically receive an additional $25 discount per person!
Registration fees include:
- Up to 15 hours of training in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour
- Comprehensive training manual
- Refreshment breaks
Cancellation Policy
Cancellations made after August 8, 2011 will be charged $100 per person cancellation fee. If you cancel, you may send a substitute from your organization or transfer your registration fee to a future seminar without penalty. Participants who register but neither attend or cancel are charged for their full registration fee. Call 888.876.4992 for questions about this policy.
Hotel Information
San Francisco Marriott Marquis
55 Fourth Street I San Francisco, CA 46240
Phone: 1.800.228.9290
Special convention rate: $199 single/double, with additional person: $20 each, are guaranteed up to July 22, based on availability. Mention group name “Community Action”
To register online for this event, please see the above information.
$495.00
Speaker(s)
Steve Lipton
Partner in Charge, Nonprofit & Government
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Seth Finestack, CPF
Manager, Nonprofit & Government Practice
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