Wipfli Upcoming Events

Events to help grow your organization

In-Depth Training on OMB's Uniform Guidance

5/8/2018 7:45 AM - 5/9/2018 5:00 PM (ET)

Type: In Person Event

Industry: Nonprofits, Governments, Health Care

Cost: $795

Event Contact:

Phone: 888.876.4992


Event Location:

Sheraton LaGuardia East Hotel

135-20 39th Avenue


New York


Register For Event 


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.


  • Early-bird rate: $675 per person if registered by April 7, 2018
  • Regular rate: $795 per person if registered after April 7, 2018

Registration fees include:

  • Up to 13 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 April 7, 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.


Sheraton LaGuardia East Hotel
135-20 39th Avenue
Flushing, NY 11354

P: 888.268.0717 (Ask for “Wipfli Training”)
Online Reservations

Room Rate: $209/night
Rate Expires: April 7, 2018, at 5 p.m. (CDT)


Tuesday, May 8, 2018 

8:15 – 9 a.m.     Registration and Light Refreshments
9 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, May 9, 2018

8:30 – 9 a.m.     Light Refreshments 
9 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


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

Advanced Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Specialized Knowledge and Applications
CPE*: 6.5 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 1: Evening Q&A (optional)

Take advantage of the opportunity to talk with Wipfli’s team 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, May 9, 2018  |  8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Specialized Knowledge and Applications
CPE*: 6.5 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.

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.


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:

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


Denes Tobie
Denes Tobie, CPA
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Maile Pa'alani
Maile Pa'alani, CPA
Senior Manager
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Event Location:

Sheraton LaGuardia East Hotel

135-20 39th Avenue


New York