In-Depth Training on OMB's Uniform Guidance and Head Start Regulations

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In-Depth Training on OMB's Uniform Guidance and Head Start Regulations

10/15/2019 08:30 AM - 10/17/2019 12:00 PM (ET)

Register for this training

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 2.5 day 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”) and one-day review on implementing the Head Start Act and Head Start Program Performance Standards.

Join this training workshop to learn about the new Uniform Guidance and Head Start 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.

REGISTRATION FEE

• Early-bird rate:$800 per person if registered by September 23, 2019

• Regular rate:  $900 per person if registered after September 23, 2019

Registration fees include:

• Up to 17.5 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 September 23, 2019, 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

Boston Marriott Peabody
8A Centennial Drive
Peabody, MA, 01960

Reservations:
P:  800.228.9290 or 978.977.9700
(Ask for “Wipfli Training”)
Online Reservations: https://www.marriott.com/events/start.mi?id=1563626754605&key=GRP

Room Rate:  $159/night
Rate Expires:  September 23, 2019

DAILY SCHEDULE

Tuesday, October 15, 2019       
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) and Cost Principles Intro

Wednesday, October 16, 2019 
8 – 8:30 a.m.                             Light Refreshments
8:30 a.m. –12 p.m.                    Cost Principles, Cost Allocation, Selected Items of Cost and Audit   Requirements
12 – 1:30 p.m.                           Lunch (on your own)
1:30 – 5 p.m.                             Head Start Regulations  

Thursday, October 17, 2019 
8 – 8:30 a.m.                             Light Refreshments
8:30 a.m. –12 p.m.                    Head Start Regulations (continued)

TRAINING WORKSHOP OUTLINE

Day 1: General Provisions, Administrative Requirements and Cost Principles Intro

Tuesday, October 15, 2019; 8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level:   Basic
Prerequisite: None
Field of Study:   Specialized Knowledge
CPE*:  7.0 credit(s)

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 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

We will also begin discussion of cost principles.

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.
5. Increase your comfort level with finding the regulations you need.

Day 2 a.m.:  OMB Cost Principles, Cost Allocation, Selected Items of Cost and Audit Requirements

Wednesday, October 16, 2019; 8:30 a.m. – 12 p.m.

Advanced Preparation: None
Level:   Basic
Prerequisite: None
Field of Study:   Specialized Knowledge and Applications
CPE*:  3.5 credit(s)

The cost principles cover the costs 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 2 p.m.:  Head Start Regulations

Wednesday, October 16, 2019; 1:30 a.m. – 5 p.m.

Advanced Preparation: None
Level:   Basic
Prerequisite: None
Field of Study:   Specialized Knowledge and Applications
CPE*:  3.5 credit(s)

The Head Start Act identifies pages of guidelines that HS/EHS programs need to follow to stay in compliance. When you are implementing the Head Start Act, there are numerous things to consider, including how decisions impact your program. In this overview, we will explore the Head Start Act and give you time to learn where to find information and dig into the details once you are back at the office. And since the Head Start Act goes hand in hand with the Head Start Program Performance Standards, 45 CFR Parts 1301-1305 (HSPPS), we will explore the highlights of the HSPPS. Our goal is to help you get comfortable with what HS/EHS programs need to follow to stay in compliance. We will 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).
• ERSEA (eligibility, recruitment, selection, enrollment and attendance).
• 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.

Share ideas, thoughts and best practices of ongoing leadership about these requirements

Day 3 a.m.:  Head Start Regulations (Continued)

Thursday, October 17, 2019; 8:30 am – 12 pm
Advanced Preparation: None
Level:   Basic
Prerequisite: None
Field of Study:   Specialized Knowledge and Applications
CPE*:  3.5 credit(s)

Be Prepared: Wipfli Mobile App

All reference materials (any PowerPoint presentations and/or additional references) for this training workshop will be available via our mobile training app. Two weeks before the training you will receive an email invitation to access the app. 

For your convenience, you will also have access to the materials for two weeks following 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.

*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.