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    In-Depth Training on OMB's Uniform Guidance

    March 07, 2017 - March 08, 2017

     
    Location:
    Wyndham Dallas Suites - Park Central
    7800 Alpha Rd.
    Dallas, TX  75240
     
    Event Contact:
    (888) 876-4992
    gfponline@wipfli.com



     
    Having strong internal controls and understanding the rules governing how you can and cannot spend federal dollars are keys to fiscal management and overall compliance in your organization.
     
    Professionals new to the organization, as well as professionals who have been there for decades, will benefit from this review of the administrative and cost principles/allocation sections of 2 CFR Part 200 – Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (also known as the “Uniform Guidance”).
     
    Join this training workshop to learn about the new Uniform Guidance regulations and, more important, how to implement them in your organization. Review the regulations you need to know to stay in compliance through examples, stories, and best practices learned from years of auditing and consulting. Take back up-to-date and relevant information to implement immediately in your agency.
     
    Wipfli’s nonprofit experts have been presenting the highest-quality training for more than 40 years. Participants declare Wipfli training “empowering,” “outstanding,” “meaningful,” “invaluable,” and “relevant.” At this workshop, our experts will provide you with in-depth training relating to financial management and administration.
     

    Be Prepared: Download your materials two weeks prior to training

     
    All reference materials (any PowerPoint presentations and/or additional references) for this training workshop will be available online two weeks prior to the start of the training workshop. For your convenience, you will have access to the online materials for two weeks following the training workshop.
     
    Please download the materials before the training workshop to your computer/device and bring your computer/device with you to the training workshop. If you prefer to print the materials, please bring them with you because paper copies will not be available on site.
     
    Internet access and power outlets will be available. Please limit Internet access to checking email and accessing training workshop materials. You will receive a workbook on site for hands-on activities. Registered attendees will receive an email when the materials are available online. 
     

     
    Trainers

    Denes L. Tobie, CPA
    Partner, Nonprofit and Government Practice
    Wipfli LLP
     
    Maile Pa’alani, CPA
    Senior Manager, Nonprofit and Government Practice
    Wipfli LLP
     

    Training Workshop Outline

    Day 1: General Provisions and Administrative Requirements
    Tuesday, March 7, 2017; 8:30 a.m. – 5 p.m.
     
    Advanced Preparation: None
    Level:  Basic 
    Prerequisite: None
    Field of Study: Specialized Knowledge
     
    After an introduction and discussion of the laws and regulations, there will be a discussion of the general provisions and administrative requirements. We’ll focus on these key areas:
     
    • Applicability of and implementation dates for the new regulations
    • Standards for financial management systems and internal controls
    • Property and equipment
    • Program income
    • Budget revisions
    • Procurement
    • Requirements for pass-through agencies
    • Reporting and record retention requirements
     
    Learning Objectives:
    1. Review the organization, applicability, and implementation timeline of the new Uniform Guidance.
    2. Discuss the requirements for financial systems.
    3. Discuss the regulations on program income, property, and procurement.
    4. Explore the requirements for reporting and record retention.
     
    CPE credits for day one:  7.0 credits*
     
    Day 1: Evening Q&A (optional)
    Take advantage of the opportunity to talk with Wipfli’s experts and get answers to your specific questions in a casual setting. 
     
    Day 2:  OMB Cost Principles, Cost Allocation, Selected Items of Cost, and Audit Requirements
    Wednesday, March 8, 2017; 8:30 a.m. – 5 p.m.

    Advanced Preparation: None
    Level:  Basic
    Prerequisite: None
    Field of Study: Specialized Knowledge
     
    The cost principles cover the costs that a grant-funded program can charge to federal grant awards. General principles, allowable costs, unallowable costs, and costs that require prior approval will be discussed. We’ll also discuss all changes in regard to cost allocation and selected items of cost. In addition, we’ll discuss changes in audit requirements coming with the implementation of the regulations.
     
    Learning Objectives:
    1. Explore the basics of allowable costs.
    2. Discuss direct and indirect costs.
    3. Explore the options for cost allocation in the new Uniform Guidance.
    4. Review the changes in audit requirements.
     
    CPE credits for day two:  7.0 credits*
     

    Daily Schedule
     
    Tuesday, March 7, 2017                     
    7:45 – 8:30 a.m.                                  Registration and Light Refreshments
    8:30 a.m. – 12 p.m.                             General Provisions and Administrative Requirements
    12 – 1:30 p.m.                                     Lunch (on your own)
    1:30 – 5 p.m.                                       Administrative Requirements (continued)
    5:30 – 7 p.m.                                       Evening Q&A (optional)
     
     
    Wednesday, March 8, 2017               
    8 – 8:30 a.m.                                       Light Refreshments
    8:30 a.m. –12 p.m.                              Cost Principles and Cost Allocation
    12 – 1:30 p.m.                                     Lunch (on your own)
    1:30 – 5 p.m.                                       Selected Items of Cost and Audit Requirements
                                                                
     

    Registration Fee
     
    • Early-bird rate:  $645 per person if registered by  February 20, 2017
    • Regular rate:  $795 per person if registered after February 20, 2017
     
    My Wipfli Nonprofit and Government Membership Service members automatically receive an additional $25 discount per registrant!

    Registration fees include:
    • Up to 14 CPE credits in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour.
    • Training workbook.
    • Reference materials (any PowerPoint presentations and/or additional references) available for download.
    • Refreshment breaks.
     
    Cancellation Policy:
    Cancellations made after February 20, 2017, 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
     
    WYNDHAM Dallas Suites – Park Central
    7800 Alpha Rd.
    Dallas, TX  75240
    972.233.7600
     
    Reservations:
    Online reservations
    P:  800.996.3426 (Ask for “Wipfli OMB Training”)


    Room Rate:  $135 per night
    Rate Expires:  February 20, 2017; 5 p.m. (CST)

    *National Registry of CPE Sponsors: Wipfli LLP 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 submitted to the national Registry of CPE Sponsors through its website: www.NASBARegistry.org.
     
    Instructional Delivery: Group-Live.  For more information regarding administrative policies, such as complaint, cancellation, and refund policies, please contact our offices at 888.876.4992.
     

     
     
    In-Depth Training on OMB's Uniform Guidance
    March 07, 2017 - March 08, 2017
    To register online for this event, please see the above information.
    Cost:  $795.00