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Upcoming Events

One-day Head Start plus two-day Uniform Guidance training

6/11/2024 08:30 AM - 6/13/2024 05:00 PM (CT)

Type: In Person Event

Industry: Nonprofits

Cost: $1475

CPE Credits: 21

Event Contact:

Phone: 888.876.4992

Email: trainings@wipfli.com

Event Location:

Embassy Suites Bloomington

2800 American Boulevard West

Bloomington, Minnesota 55431


REGISTER NOW

Why you should 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-to-three-day review of the administrative and cost principles/allocation sections of the Office of Management and Budget’s (OMB’s) 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, come early for day one, when we’ll discuss the latest impacts of the Head Start Act and the Head Start Program Performance Standards.

Review the regulations you need to know to stay in compliance through examples, stories and best practices learned from years of auditing and consulting. You won’t just learn about the regulations but, more importantly, you’ll learn how to implement them in your organization immediately.

Wipfli’s nonprofit professionals have been presenting the highest-quality training for more than 40 years. Participants declare Wipfli training to be “empowering,” “outstanding,” “meaningful,” invaluable” and “relevant.”

Daily schedule

Tuesday, June 11, 2024

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

8:30 a.m.-noon                                 Head Start/Early Head Start regulations overview

Noon-1:30 p.m.                                 Lunch (on your own)

1:30-5 p.m.                                        Head Start/Early Head Start regulations overview (continued)   

Wednesday, June 12, 2024            

8-8:30 a.m.                                        Light refreshments

8:30 a.m.-noon                                 General provisions and administrative requirements

Noon-1:30 p.m.                                 Lunch (on your own)

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

Thursday, June 13, 2024

8-8:30 a.m.                                        Light refreshments

8:30 a.m.-noon                                 Cost principles and cost allocation

Noon-1:30 p.m.                                 Lunch (on your own)

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

Day 1 Head Start/Early Head Start overview

Tuesday, June 11, 2024

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 Head Start Act identifies pages of guidelines that Head Start/Early Head Start programs need to follow to stay in compliance. When you’re implementing the Head Start Act, there are numerous things to consider, including how decisions impact your program. In this overview, we’ll explore the Head Start Act and give you time to learn where to find information and dig into the details once you’re back at the office. And since the Head Start Act goes hand in hand with the Head Start Program Performance Standards (HSPPS) 45 CFR Parts 1301-1305, we’ll also explore the highlights of those standards. Our goal is to help you get comfortable with what Head Start/Early Head Start programs need to follow to stay in compliance. We’ll pay special attention to the areas of:

  • Definitions (they sometimes differ depending on the regulation)
  • Administrative requirements (administrative limitations)
  • Power and functions (governing body, policy council, policy committees and administrative requirements)
  • Eligibility, recruitment, selection, enrollment and attendance (ERSEA)
  • Records (what to keep, how to keep it and for how long)
  • Qualifications and wages (background checks, trainings, minimum staff requirements)
  • Monitoring protocol (FA1 and FA2)

Learning objectives:

  1. Explore how the Head Start Act and the HSPPS impact each other.
  2. Discuss how the Head Start Act and HSPPS impact your program.
  3. Share ideas, thoughts and best practices of ongoing leadership with these requirements.

Day 2 General provisions and administrative requirements

Wednesday, July 12, 2024

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, we’ll discuss 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 3:  OMB cost principles, cost allocation, selected items of cost and audit requirements

Thursday, June 13, 2024

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. We’ll discuss the general principles, allowable costs, unallowable costs and costs that require prior approval. We’ll also discuss all the changes related to cost allocation and selected items of cost, as well as the changes in audit requirements that will come 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.

Registration fee

  • Early-bird rate ends May 20, 2024
  • 3 days: $1475 (early-bird), $1525 (regular)
  • 2 days: $1000 (early-bird), $1050 (regular)
  • 1 day: $525 (early-bird), $600 (regular)
  • My Wipfli Membership Service members (NGE only) automatically receive an additional $25 discount per registrant.

Wipfli accepts AmEx, Discover, Visa and Mastercard.

Registration fees include:

  • Up to 21 CPE credits in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour.
  • A training workbook.
  • Reference materials (any PowerPoint presentations and/or additional references) available for download.
  • Refreshment breaks.

Hotel information

Embassy Suites Bloomington

2800 American Boulevard West

Bloomington, MN  55431

To reserve your room online, visit bit.ly/wipfli_June.

To reserve your room by phone, call 952-967-8700 and press “2” for reservations.

Room rate: $129 until May 20, 2024

Be prepared

  • You’ll receive an email invitation to access the Wipfli event hosting platform.
  • All reference materials (any PowerPoint presentations and/or additional resources) will be available on the app until one day after the training.
  • If you prefer to print, please bring printouts 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 materials.
  • You’ll receive a workbook on site for hands-on activities.

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 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 trainings@wipfli.com with the subject line “registration transfer” or “cancellation.”

Certificate of participation and CPE credits

Each person attending the training who needs a certificate of participation/CPE credits must submit their keywords within 24 hours of the training:

  1. Complete the survey located in the app menu.
  2. Enter the keywords in the order they are given during the training. We can’t provide the keywords later.
  3. Upon receipt, the information will be verified and if accepted, you will receive a certificate of participation via email within two to three weeks.

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: 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.

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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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Ciara Leahy
Ciara M. Leahy, CPA
Senior Manager, Audit
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Event Location:

Embassy Suites Bloomington

2800 American Boulevard West

Bloomington, Minnesota 55431