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Upcoming Events

In-depth training on OMB’s Uniform Guidance

4/23/2024 12:30 PM - 4/25/2024 04:00 PM (CT)

Type: Live Webinar

Industry: Nonprofits

Cost: $925

CPE Credits: 10.5

Event Contact:

Phone: 888 876 4992

Email: trainings@wipfli.com


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Advanced preparation: None
Level: Overview
Prerequisite: None
Field of study: Accounting (Governmental)
CPE: 10.5 credits

Why you should attend

Join us online for a training workshop to learn about the Office of Management and Budget’s (OMB’s) Uniform Guidance regulations (2 CFR Part 200: Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards).

We’ll review the regulations and share examples, stories and best practices learned from years of auditing and consulting.

Wipfli’s nonprofit specialists have been presenting high-quality training for more than 40 years. During this virtual workshop, we’ll provide you with federal grant regulation training relating to financial management and administration to help you with financial grant compliance.

Participants declare Wipfli training to be “empowering,” “outstanding,” “meaningful,” “invaluable” and “relevant.”

Join us from the comfort of your location. Sign up today.

Registration fee

$925 per connection

My Wipfli nonprofit and government membership service members automatically receive an additional $25 discount per registrant.

Wipfli accepts AmEx, Discover, Visa and Mastercard.

The registration fee includes:

  • Up to 10.5 continuing professional education (CPE) credits in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour.
  • Reference materials (any PowerPoint presentations and/or additional references) available for download.

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.”

Daily Schedule 

Tuesday, April 23, 2024

12:30-4 p.m. CT | General provisions, administrative requirements and procurement 

Wednesday, April 24, 2024

12:30-4 p.m. CT | Monitoring and reporting, cost principles and cost allocation 

Thursday, April 25, 2024

12:30-4 p.m. CT | Selected items of cost and audit requirements 

Day 1: General provisions, administrative requirements and procurement

Tuesday, April 23, 2024

12:30 p.m.-4:00 p.m. CT

 Advanced preparation: None

Level: Basic

Prerequisite: None

Field of study: Accounting (governmental)

CPE: 3.5 credits

After an introduction and discussion of the laws and regulations, we’ll discuss the general provisions and administrative requirements of Uniform Guidance. Then, we’ll focus on standards for financial management systems and internal controls, property and equipment, and procurement.

Day 2: Monitoring and reporting, cost principles and cost allocation

Wednesday, April 24, 2024

12:30 p.m.-4:00 p.m. CT

 Advanced preparation: None

Level: Basic

Prerequisite: None

Field of study: Accounting (governmental)

CPE: 3.5 credits

Day two will include discussions around the requirements for pass-through entities, reporting and record retention requirements, general provisions of the cost principles and cost allocation (including indirect cost rates).

Day 3: Selected items of cost and audit requirements

Thursday, April 25, 2024

12:30 p.m.-4:00 p.m. CT

 Advanced preparation: None

Level: Basic

Prerequisite: None

Field of study: Accounting (governmental)

CPE: 3.5 credits

Day three will follow the cost principles discussion with a discussion of the costs that a grant- funded program can charge to federal grant awards, including allowable costs, unallowable costs and costs that require prior approval. We’ll conclude with a discussion of the audit requirements.

Learning objectives

  1. Review the organization and applicability 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.
  5. Explore the basics of allowable costs.
  6. Discuss direct and indirect costs.
  7. Explore the options for cost allocation
  8. Review the changes in audit requirements.

Be prepared

You’ll receive an email once you’ve been added to our event hosting platform, as well as reminders one day and one hour prior to the training. Materials will be available one hour before the training until one day after the training.

Certificate of participation and CPE credit

  • Each person attending the webinar can receive a certificate of participation/CPE credits (live webinars only).
  • To receive a certificate of participation, participants must answer the interactive polling questions or submit the keywords presented throughout the training.
  • The information will be verified upon receipt and, if 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: 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.

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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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Ciara Leahy
Ciara M. Leahy, CPA
Senior Manager, Audit
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