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In-Depth Training on OMB's Uniform Guidance

2/25/2020 07:45 AM - 2/26/2020 05:00 PM (ET)

Type: In Person Event

Industry: Governments, Nonprofits

Service: Audit and Accounting

Cost: $875

CPE Credits: 14

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com

Event Location:

Crowne Plaza Charlotte Executive Park

5700 Westpark Drive

Charlotte, North Carolina 28217


Register for this training

WHY ATTEND

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 the 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.


REGISTRATION FEE*

  • Early-bird rate:  $725 per person if registered by February 4, 2020
  • Regular rate:  $875 per person if registered after February 4, 2020

*Wipfli accepts AmEx, Discover, Visa, and Mastercard.

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 4, 2020,will be charged $100 per person cancellation fee. If you cancel, you may send a substitute from your organization. Participants who register, but neither attend nor cancel are charged for their full registration fee. Call 888.876.4992 for questions about this policy.


HOTEL INFORMATION

Crowne Plaza Charlotte Executive Park
5700 Westpark Drive
Charlotte, North Carolina, 28217

704.527.9650

Reservations: 
P:  866.380.0612(Ask for “Wipfli Group Rate”)
Online Reservations

Room Rate:  $139 per night
Rate Expires:  February 4, 2020

Crowne Plaza Charlotte Executive Park Incidental Policy
Hotel requires individuals to be financially responsible for their own incidental charges. Be prepared to provide credit or cash deposit equivalent to $50 per night during their stay.

DAILY SCHEDULE

Tuesday, February 25, 2020

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)

Wednesday, February 26, 2020            
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                                 

TRAINING WORKSHOP OUTLINE

Day 1General Provisions and Administrative Requirements

Tuesday, February 25, 2020; 8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level:  Basic  
Prerequisite: None
Field of Study:Specialized Knowledge
CPE*:  7.0 credit(s)

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.

Day 2: OMB Cost Principles, Cost Allocation, Selected Items of Cost, and Audit Requirements

Wednesday, February 26, 2020; 8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level:  Basic
Prerequisite: None
Field of Study:Specialized Knowledge and Applications
CPE*:  7.0 credit(s)

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.

BE PREPARED: Wipfli Mobile App

All reference materials (any PowerPoint presentations and/or additional references) for this training workshop will be available via our mobile training app. Two weeks before the training you will receive an email invitation to access the app.  

For your convenience, you will also have access to the materials for two weeks following 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.


*CPE

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.

Register for this training

Speakers

Katherine Eilers
Katherine Eilers, CPA
Manager
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Denes Tobie
Denes Tobie, CPA
Partner
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Event Location:

Crowne Plaza Charlotte Executive Park

5700 Westpark Drive

Charlotte, North Carolina 28217