In-Depth Review of OMB Circulars Plus Head Start/Early Head Start In-Kind & Board Governance
November 08, 2011; 7:30 AM - November 10, 2011 4:00 PM (PST)
Location:
Hilton San Diego Airport/Harbor Island
1960 Harbor Island Drive
San Diego, CA 92101
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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, cost principles, and HS/EHS regulations. Organizations out of compliance risk losing their grants, having grant funding reduced, or potentially having to repay disallowed costs.
At this training, Denes Tobie and Janet Johnson 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.
Who should attend?
Finance Directors, fiscal staff, Head Start and Early Head Start Directors, Head Start program staff involved in fiscal and/or administration, auditors, and others (including governing body or policy council members) involved with or interested in the Financial Operations of Head Start Programs.
Training Seminar Outline
Day 1: Administrative Requirements
Advance Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Specialized Knowledge and Applications
Time: Tuesday, November 8, 2011; 8:30 a.m. – 5:00 p.m.
After an introduction and discussion of the laws and regulations, there will be a discussion of the administrative requirements (OMB Circular A-110, 45 CFR Part 74, and the Common Rule, 45 CFR Part 92). We’ll review all of the administrative requirements (how a program operates), and focus on these key areas:
- Standards for financial management systems and internal controls
- Procurement
- Property and equipment
- Program income
- Budget revisions
This includes applicable requirements from the HHS Grants Policy Statement Manual.
CPE credits for day one: 7.5 credits*
Optional Evening Q&A
Here’s your opportunity to talk with Wipfli’s experts and get answers to your specific questions in a casual setting.
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Day 2:
Morning: OMB Cost Principles
Advance Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Specialized Knowledge and Applications
Time: Wednesday, November 9, 2011; 8:30 a.m. – 12:00 p.m.
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 (A-122 for NPOs and A-87 for units of government). This session will also include a discussion of various allowable costs issued from the HHS grants Policy Statement manual.
Afternoon: OMB Cost Allocation
Advance Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Specialized Knowledge and Applications
Time: Wednesday, November 9, 2011; 1:30 p.m. – 5:00 p.m.
Costs incurred by an organization in connection with programs are eligible charges against grants and contracts. Whether these costs are incurred by the program itself, or another program that provides supportive services to the program, they are allowable if the costs are necessary for the efficient conduct of the grant or contract. This session will focus on direct and indirect cost allocation. We’ll discuss and clarify policies that apply to funds that are used in collaboration with other funding sources. Cost allocation plans should be simple and straightforward, and we’ll give you some suggestions for ways to accomplish this. We’ll also suggest ways to allocate your costs to help your agency run efficiently and effectively.
CPE credits for day two: 7.5 credits*
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Day 3:
Morning: Head Start In-Kind
Advance Preparation: None
Level: Intermediate
Prerequisite: SALY
Field of Study: Auditing
Time: Thursday, November 10, 2011; 8:30 a.m. – 12:00 p.m.
Join us for this session to learn what regulations and guidelines govern nonfederal in-kind, how to decide if a contribution is allowable nonfederal in-kind, where the most amount of nonfederal match is missed and how to document all in-kind. We will discuss the tools, techniques, and regulations of generating, calculating, and documenting in-kind. Make generating in-kind everyone's responsibility in your program.
Afternoon: Head Start Governance
Advance Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Specialized Knowledge and Applications
Time: Thursday, November 10, 2011; 1:30 p.m. – 4:00 p.m.
There are provisions in the Head Start Reauthorization that make numerous changes to the governance structure and to the responsibilities of both the Governing Board and Head Start Policy Council. We will review Head Start governance, including the provisions for composition, reporting requirements, powers, functions, and roles for the Governing Board and Policy Council.
CPE credits for day three: 6.5 credits*
Registration will be taken on-site.
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Daily Schedule
Tuesday, November 8, 2011 | |
7:30 a.m. - 8:30 a.m. | Registration and Light Refreshments |
8:30 a.m. - Noon | OMB Administrative Requirements |
Noon. - 1:30 p.m. | Lunch (on your own) |
| OMB Administrative Requirements |
| 5:30 p.m. - 7:00 p.m. | Optional Evening Q&A Session |
Wednesday, November 9, 2011 | |
8:00 a.m. - 8:30 a.m. | Light Refreshments |
8:30 a.m. - Noon | OMB Cost Principles |
Noon. - 1:30 p.m. | Lunch (on your own) |
1:30 p.m. - 5:00 p.m. | OMB Cost Allocation |
Thursday, November 10, 2011 | |
8:00 a.m. - 8:30 a.m. | Light Refreshments |
8:30 a.m. - Noon | HS/EHS In-Kind |
Noon. - 1:30 p.m. | Lunch (on your own) |
1:30 p.m. - 4:00 p.m. | HS/EHS Board Governance |
*Times are approximate and may vary depending on participant discussion- Registration will be taken on-site.
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Registration Fee
Register by October 21st, 2011 and pay Early Bird Rates of $625 per participant
Register after October 21st, 2011 and pay $825 per participant
Registration fees include:
- Up to 21.5 CPE Credits 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 October 7th, 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.
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Hotel Information
Hilton San Diego Airport/Harbor Island
1960 Harbor Island Drive
San Diego, CA 92101
HILTON ROOM BLOCK IS FULL – Please see Sheraton Hotel below for available rooms.
Rate: $129 (single & double)
Reservation Cut-off date: October 18th, 2011
Phone: 619.291.6700
Additional Rooms Available at:
Sheraton San Diego Hotel & Marina
1380 Harbor Island Drive
San Diego, CA 92101
Rate: $199 (single & double)
Reservation Cut-off date: October 31th, 2011
Central Reservations Line: 877-734-2726
Request: Wipfli Training Room Block
- Registration will be taken on-site.
Wipfli’s nonprofit experts have been presenting the highest quality of training to more than 45,000 attendees over the last 40+ years. More than 900 federal staff and board members and 10,000 HS/EHS staff have been trained by Wipfli. These expert trainers are CPAs who work with agencies on audit, consulting, reviews, and customized training services.
Denes Tobie, CPA
Partner, Nonprofit and Government Practice
Wipfli LLP
Janet Johnson, CPA
Senior Manager, Nonprofit and Government Practice
Wipfli LLP
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*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.learningmarket.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.
To register online for this event, please see the above information.
$625.00