Cost Allocation Deep Dive

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Cost Allocation Deep Dive

9/29/2026 01:00 PM - 02:30 PM (CT)

Training description

Experienced grant recipients and subrecipients looking to deepen their expertise in cost allocation under 2 CFR Part 200, will review advanced methodologies, calculation examples and discuss best practices for documentation including justification. We’ll also discuss monitoring, adjusting allocations and managing indirect costs effectively.

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Registration fee

$145/person

Wipfli accepts AmEx, Discover, Visa and Mastercard.

Registration fees include:

• Up to 1.5 CPE credits in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour.
• Reference materials (any PowerPoint presentations and/or additional references) available for download.

Transfers and cancellations

• Participants who are unable to attend may be eligible to transfer or cancel their registration. All transfer or cancellation requests must be received in writing no later than two business days before the start of the event for which you are currently registered.
• A $25 service fee will be applied to all transfer and cancellation requests. Additional fees may apply.
• Participants who registered but did not attend the event or complete a request to transfer or cancel within the allotted time are liable for the full registration fee.
• If Wipfli reschedules or cancels the event, you will be notified via email, at which time you will be given the option to transfer to another training or receive a refund.
• For more information including deadlines and fees, view the full policy here.
• For questions or concerns, please email trainings@wipfli.com with the subject line “registration transfer” or “cancellation.”

Daily schedule

Advanced preparation: None
Level: Intermediate 

Prerequisite: None
Field of study: Accounting (Governmental)

CPE: 1.5 credits

Learning objectives:

1. Review methodologies and calculation examples for cost allocation.

2. Discuss best practices for documentation and justification to help ensure compliance with federal requirements.

3. Explore effective strategies for monitoring allocations, adjusting allocations and managing indirect costs.

Be prepared

You’ll receive an email invitation to download our app, as well as reminders one day and one hour prior to the training. Materials will be available one hour before the training until one day after the training.

Certificate of participation and CPE credit

• Each registered person attending the live webinar is eligible to receive a certificate of participation/continuing professional education (CPE).
• To receive a certificate of participation/CPE, participants must answer the interactive polling questions presented throughout the webinar; participants will have approximately 30 seconds to respond to the questions.
• This session is eligible for 1.5 CPE credits. There are three polling questions per one CPE credit. To receive full credit and a certificate of participation, participants must answer all five polling questions. To receive partial credit and a certificate, participants must answer at least three polling questions.
• Upon receipt, the information will be verified and if accepted, you will receive a certificate of participation via email within 14 business days of the webinar presentation.

Please note:

• Registration is on a per person basis.
• Certificate of participation/CPE is only awarded to the registered name associated with the link used to log in. 
• You must use your personalized link to access the training to help ensure that you qualify for certificate of participation/CPE.
• Our team will be monitoring the active attendee list throughout the training event. If a registrant is on the list more than once, the additional logins will be removed.

National Registry of CPE Sponsors: Wipfli 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: NASBAregistry.org.

Instructional delivery: Group, internet-based. For more information regarding administrative policies, such as complaint, cancellation and refund policies, please email trainings@wipfli.com or contact our offices at 888 876 4992.

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