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Two-Day In-Depth Training on OMB's Uniform Guidance Plus One-Day Tribal Government Hot Topics

3/20/2018 7:45 AM - 3/22/2018 4:00 PM (MT)

Type: In Person Event

Industry: Nonprofits, Governments

Cost: $895

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com

Event Location:

DoubleTree Suites by Hilton Downtown SLC

110 West 600 South

Salt Lake City

Utah

84101


Register For Event 

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 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, we will focus on the specific needs of tribal government entities by exploring hot topics such as the general audit and compliance requirements under the Uniform Guidance, the requirements for accounting for leases under GASB 87, the changes regarding fiduciary activities as clarified in GASB 84, and more.

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

All three days

  • Early-bird rate: $745 per person if registered by February 19, 2018
  • Regular rate: $895 per person if registered after February 19, 2018

Days one and two only

  • Early-bird rate: $645 per person if registered by February 19, 2018
  • Regular rate: $795 per person if registered after February 19, 2018

Day three

  • $475 per person

Registration fees include:

  • Up to 20 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 19, 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

DoubleTree Suites by Hilton Downtown SLC
110 West 600 South
Salt Lake City, Utah, 84101
801.359.7800

Reservations: 
P: 800.HILTONS (Ask for “Wipfli Training”)
Online Reservations

Room rates expire February 19, 2018: 

  • $145 Single/Double Occupancy
  • $160 Triple Occupancy
  • $175 Quad Occupancy 


DAILY SCHEDULE

Tuesday, March 20, 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 21, 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 22, 2018

8:30 – 9 a.m.     Light Refreshments
9 – 10:30 a.m.      Governmental Accounting
10:45 a.m. – 12 p.m.     Governmental Accounting Update and Review
12 – 1 p.m.
   Lunch (on your own)
1 – 2:30 p.m. 
   Uniform Guidance Update and Review
2:45 – 4 p.m. 
   GASB 87 Leases and GASB 84 Fiduciary Activities  


TRAINING WORKSHOP OUTLINE

Day 1: General Provisions and Administrative Requirements
Tuesday, March 20, 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

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 21, 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 Uniform Guidance.
  4. Review the changes in audit requirements.

Day 3: Governmental Accounting, Reporting and Update, Uniform Guidance Update and Review, GASB 87 Leases and GASB 84 Fiduciary Activities
Thursday, March 22, 2018 | 9 a.m. – 4 p.m.

Advanced Preparation: None
Level: Overview until 2:30 p.m., Intermediate from 2:30 – 4 p.m.
Prerequisite: None
Field of Study: Accounting (Governmental)
CPE*: 6.0 credits

Join us for an introduction to and overview of governmental accounting and reporting under GASB 34, including an overview of government-wide financial statements, component unit reporting, and fund statements. 

We will discuss the Uniform Guidance requirements for single audits and offer a general overview of the Uniform Guidance along with the latest 2017 updates. 

To conclude the day, we will discuss GASB 87 Leases and GASB 84 Fiduciary Activities by offering an overview of new GASB pronouncements that will have a significant impact on accounting for leases and the reporting of fiduciary activities, including updates to GASB guidance on fiduciary component units. 

Learning Objectives:

  1. Discuss general audit and compliance requirements under the Uniform Guidance, including the changes and updates applicable to the 2017 Uniform Guidance.
  2. Explore the requirements for accounting for leases under GASB 87 along with the reporting requirements.
  3. Identify the changes regarding fiduciary activities as clarified in GASB 84.
  4. Obtain a general overview of the basic accounting differences in government-wide financial statements, including fund accounting principles.
  5. Identify the latest updates in proposed changes related to the GASB reporting model.

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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Brunson_Mark
Mark R. Brunson, CPA
Senior Manager
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Travis Kennedy
Travis Kennedy, CPA
Senior Accountant
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Event Location:

DoubleTree Suites by Hilton Downtown SLC

110 West 600 South

Salt Lake City

Utah

84101