Upcoming Events

Documentation, Documentation, Documentation

3/29/2022 10:00 AM - 11:30 AM (CT)

Type: Live Webinar

Industry: Nonprofits

Cost: $195

CPE Credits: 1.5

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com


Training Seminar Outline

Advanced Preparation: None
Level:   Basic
Prerequisite: None
Field of Study:   Specialized Knowledge
CPE*:  1.5 credits


Documentation — or lack of adequate or proper documentation — is often cited in monitoring reviews and audits. From funding sources to the Office of Inspector General, it’s an area where organizations who offer excellent services can run into trouble. In addition, the need for documentation does not disappear when a crisis hits. As we’ve seen, operations change, and agencies need to ensure their documentation identifies how taxpayers’ dollars are spent on items that are necessary, reasonable, allowable, allocable and what a prudent person would do in similar circumstances. Join this session, and we will share challenges we have seen, possible solutions and areas of improvement.

Learning Objectives:

1. Discuss red flags when it comes to documentation.
2. Explore areas of documentation best practices.
3. Identify areas of improvement moving forward.

Registration Fee

$195 per connection

My Wipfli Nonprofit and Government Membership Service members automatically receive an additional $25 discount per registrant!


Payment is processed at the time of registration. Wipfli accepts AmEx, Discover, Visa and Mastercard.

Transfers and Cancellations:

  • Participants who are unable to attend may be eligible to transfer or cancel their registration. All transfer or cancellation requests must be received in writing no later than two business days before the start of the event for which you are currently registered.* A $25.00 service fee will be applied to all transfer and cancellation requests. Additional fees may apply.
  • Participants who registered but did not attend the event or complete a request to transfer or cancel within the allotted time are liable for the full registration fee.
  • If Wipfli reschedules or cancels the event, you will be notified via email, at which time you will be given the option to transfer to another training or receive a refund.
  • *For more information including deadlines and fees, view the full policy here. For questions or concerns, please call 888 876 4992 or email gfponline@wipfli.com with the subject line “Registration Transfer (or Cancellation).”

Be Prepared:

You will receive the webinar access information upon registration as well as reminders one day and one hour prior to the training. Materials will be available from one hour before the training until one day after the training. When the materials become available, you can access them by clicking the Materials tab in the app or desktop Menu.

Tips for a Good Experience:

  • Use the desktop version of Bizzabo and the Google Chrome Browser.
  • If you use a mobile device:
    • iPhone – Use the Safari browser.
    • Android – Use the Google Chrome browser.
    • You will not see the trainer. You will see only the presentation and video (if applicable).
  • If you are connected to a VPN, you should disconnect.
  • If you experience the webinar freezing or lagging, try refreshing your browser.
  • Test your system: https://smart.newrow.com/room/testPage/.

Certificate of Participation and CPE credit

  • Each person attending the webinar who needs a certificate of participation/continuing professional education (CPE) credits (live webinars only) must submit their key words within 24 hours of the webinar:
    • Complete the survey (located in the Menu).
    • Enter the key words in the order they were given during the webinar. We cannot provide the key words after they’ve been given.
  • Upon receipt, the information will be verified, and if it is accepted, you will receive a Certificate of Participation via email within 14 business days. 

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 Internet-Based. For more information regarding administrative policies, such as complaint, cancellation and refund policies, please contact our offices at 888 876 4992.



Katherine Eilers
Katherine Eilers, CPA
Senior Manager
View Profile