Upcoming Events

In-Depth Training on OMB's Uniform Guidance and Head Start/Early Head Start Regulations Boot Camp

9/27/2021 08:30 AM - 9/30/2021 05:00 PM (ET)

Type: In Person Event

Industry: Nonprofits

Cost: $1500

CPE Credits: 28

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com

Event Location:

DoubleTree by Hilton at the Entrance to Universal Orlando

5780 Major Boulevard

Orlando, Florida 32819


REGISTER NOW

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 two-day 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”). And if you administer a Head Start/Early Head Start program, you will want to attend days three and four, when we discuss the latest impacts of the Head Start Act and Program Performance Standards.

Join this training workshop to learn about the Uniform Guidance and Head Start program regulations and, more importantly, 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 program administration.


Registration Fee*

In-Depth Training on OMB's Uniform Guidance Only:

  • Early-bird rate:$875 per person if registered by August 27, 2021
  • Regular rate:  $925 per person if registered after August 27, 2021

Head Start/Early Head Start REgulations boot camp Only:

  • Early-bird rate:$875 per person if registered by August 27, 2021
  • Regular rate:  $925 per person if registered after August 27, 2021

Both in-depth training on omb’s Uniform Guidance and Head Start/early head start regulations boot camp

  • Early-bird rate:$1,425 per person if registered by August 27, 2021
  • Regular rate:  $1,500 per person if registered after August 27, 2021

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

Registration fees include:

  • Up to 28 CPE credits if you attend all four days; 7 credits/day 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 August 27, 2021, will be charged a $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

DoubleTree by Hilton at the Entrance to Universal Orlando

5780 Major Boulevard
Orlando, FL 32819
407 351 1000

Reservations:
P: 800 222 TREE (special code: WF1)
Online Reservations

Room Rate:  $134 per night


Daily Schedule

Monday, September 27, 2021;   

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

1:30 – 5 p.m.: Administrative requirements (continued)

Tuesday, September 28, 2021   

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

1:30 – 5 p.m.: Selected items of cost and audit requirements                

Wednesday, September 29, 2021

7:45 – 8:30 a.m.: Registration and light refreshments

8:30 a.m. – 12 p.m.: Head Start/Early Head Start boot camp

12 – 1:30 p.m.:  Lunch

1:30 – 5 p.m.: Head Start/Early Head Start boot camp

Thursday, September 30, 2021  

8 – 8:30 a.m.: Light refreshments

8:30 a.m. –12 p.m.:  Head Start/Early Head Start boot camp

12 – 1:30 p.m.: Lunch

1:30 – 5 p.m.: Head Start/Early Head Start boot camp


Training Workshop Outline

Day 1: General provisions and administrative requirements

Monday, September 27, 2021; 8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level:  Basic 

Prerequisite: None
Field of Study: Accounting (Governmental)

CPE*: 7.0 credits

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, audit requirements

Tuesday, September 28, 2021; 8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level: Basic

Prerequisite: None
Field of Study: Accounting (Governmental)

CPE*: 7.0 credits

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.

Days 3 and 4: Head Start/Early Head Start Regulation Boot Camp

Wednesday and Thursday, September 29-30, 2021; 8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level: Overview

Prerequisite: None
Field of Study: Specialized Knowledge and Applications

CPE*:  14.0 credits

HS/EHS are two of the largest federally funded programs. The Head Start Act and the Head Start Program Performance Standards (HSPPS) contain pages and pages of guidelines that HS/EHS programs need to follow to stay in compliance.

When you are implementing these regulations, there are numerous things to consider, including how decisions impact your program. In this boot camp, we will explore the Head Start Act and give you time to learn where to find information and dig into the details once you are back at the office. And since the Head Start Act goes hand in hand with the HSPPS, we will explore the highlights of all of the HSPPS (45 CFR Parts 1301-1305). And though this is not a two-day Uniform Guidance (UG) training, we will certainly highlight areas of the UG regulations (45 CFR Part 75) in the areas of allowable costs and procurement.

The goal is to help you get comfortable with what HS/EHS programs need to follow to stay in compliance. We will pay special attention to the following areas:

  • Definitions (They sometimes differ depending on the regulation.)
  • Administrative requirements (administrative limitations, spending federal funds, and non-federal match [a/k/a in-kind])
  • Power and functions (governing body, policy council, policy committees and administrative reports)
  • ERSEA (eligibility, recruitment, selection, enrollment and attendance)
  • Records (what to keep, how to keep them and for how long)
  • Qualifications and wages (background check, minimum staff requirements)

From running the program to working with the board and policy council to collaborating with the fiscal department, this boot camp will help you discover action items to take back to the program to help you get up to speed and make an impact.

Learning Objectives:

  1. Explore how the Head Start Act and the HSPPS impact each other and your program.
  2. Discuss how working with each department enhances the overall impact of the program.
  3. Take away ideas, thoughts and best practices of ongoing leadership with these 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 NOW

Speakers

Denes Tobie
Denes Tobie, CPA
Partner
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Katherine Eilers
Katherine Eilers, CPA
Senior Manager
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Tammy Jelinek
Tammy T. Jelinek, MBA
Principal
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Event Location:

DoubleTree by Hilton at the Entrance to Universal Orlando

5780 Major Boulevard

Orlando, Florida 32819