Events

Wipfli Upcoming Events

Events to help grow your organization

In-Depth Training on OMB's Uniform Guidance Plus Managing Cybersecurity Risks (Co-Sponsor: Maine Community Action Association [MCAA])

3/6/2018 8:30 AM - 3/8/2018 12:00 PM (ET)

Type: In Person Event

Industry: Nonprofits, Governments

Cost: $875

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com

Event Location:

Portland Marriott at Sable Oaks

200 Sable Oaks Drive

South Portland

Maine

04106


 

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. Managing cybersecurity risks is also more important than ever.

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”) and Managing Cybersecurity Risks.

Join days one and two of 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.

On day three, partake in a discussion regarding the increase in cyber-attacks, recent data breaches, and successful hacks and identify how the perpetrators were able to compromise the security controls.  Receive a roadmap you can use within your organization to reduce your risk of cybersecurity attacks and review components of an effective Incident Response Program (IRP).

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:  $775 per person if registered by  February 13, 2018
  • Regular rate:  $875 per person if registered after February 13, 2018

Registration fees include:

  • Up to 17.5 CPE credits in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour.
  • Training workbook.
  • Reference materials (any PowerPoint presentations and/or additional references) available for download.
  • Refreshment breaks.

Cancellation Policy:
Cancellations made after February 13, 2018, 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

Portland Marriott at Sable Oaks
200 Sable Oaks Drive
South Portland, ME 04106
207.871.8000

Reservations: 
P:  800.752.8810 (Ask for “Wipfli LLP Training”)
Online Reservations

Room Rate:  $132 per night
Rate Expires:  February 13, 2018


DAILY SCHEDULE

Tuesday, March 6, 2018

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)
5:30 – 7 p.m.     Evening Q&A (optional)


Wednesday, March 7, 2018

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 


Thursday, March 8, 2018

8 – 8:30 a.m.     Light Refreshments
8:30 a.m. –12 p.m.     Managing Cybersecurity Risks


TRAINING WORKSHOP OUTLINE

Day 1: General Provisions and Administrative Requirements
Tuesday, March 6, 2018  |  8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level: Basic 
Prerequisite: None
Field of Study: Specialized Knowledge
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 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 1: Evening Q&A (optional)
Take advantage of the opportunity to talk with Wipfli’s experts and get answers to your specific questions in a casual setting.

Day 2:  OMB Cost Principles, Cost Allocation, Selected Items of Cost, and Audit Requirements
Wednesday, March 7, 2018  |  8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Specialized Knowledge and Applications
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.

Day 3:  Managing Cybersecurity Risks
Thursday, March 8, 2018  |  8:30 a.m. – 12 p.m.

Advanced Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Specialized Knowledge and Applications
CPE*:  3.5 credits

Your organization relies on data and systems to provide your services. With the increase in cyber-attacks, no organization is immune from being a target, no matter how big or how small the organization is. Bad stuff does happen.  How your organization responds to a data breach, device loss, or corporate account takeover will either minimize or compound the impact of the event. In this session we will discuss recent data breaches and successful hacks and identify how the perpetrators were able to compromise the security controls. We will also provide a roadmap you can use within your organization to reduce your risk of cybersecurity attacks and will review components of an effective Incident Response Program (IRP).

Learning Objectives:

  1. Create awareness of risks in today’s computing environment.
  2. Explore how to mitigate security risks and avoid common pitfalls.
  3. Discuss what it takes to implement a cost-effective information security and data protection strategy.
  4. Discuss the roles, procedures, and knowledge that need to be in place to efficiently execute an incident response program (IRP) and review the complete incident response life cycle. 

BE PREPARED:  Download your materials two weeks prior to training

All reference materials (any PowerPoint presentations and/or additional references) for this training workshop will be available online two weeks prior to the start of the training workshop. For your convenience, you will have access to the online materials for two weeks following the training workshop.

Please download the materials before the training workshop to your computer/device and bring your computer/device with you to 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. Registered attendees will receive an email when the materials are available online.


*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 Event

Speakers

Denes Tobie
Denes Tobie, CPA
Partner
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Maile Pa'alani
Maile Pa'alani, CPA
Senior Manager
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Robert Cedergren
Robert D. Cedergren, CPA, CGMA, CITP, CISA, CISSP, CISM, CGEIT, CCSFP
Risk Advisory Services Partner In Charge
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Event Location:

Portland Marriott at Sable Oaks

200 Sable Oaks Drive

South Portland

Maine

04106