Review of OMB Circulars Plus Expense and Funding Management
Why Attend
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.
Deb Pagel
Senior Manager, Nonprofit and Government Practice
Wipfli LLP
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
- 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*
Register
Monday, August 22, 2011 | |
7:45 a.m. - 8:30 a.m. | 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. | 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 |
- 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!
Register for this training
Registration fee includes:
- 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.
Conference Location
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”
*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. Compliants regarding registered sponsors may be addressed to the national Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417or by visiting www.nasba.org.
Field of Study: Specialized Knowledge and Applications. Instructional Delivery: Group-Live. Course Level: Basic. Prerequisites: None. Advance Preparation: None. For more information regarding administrative policies, such as complaint, cancellation and refund policies, please contact our offices at 888.876.4992.