Upcoming Events

In-Depth Training on OMB's Uniform Guidance (Preconference to the Community Action Partnership 2021 Annual Convention)

8/30/2021 08:30 AM - 8/31/2021 05:00 PM (ET)

Type: In Person Event

Industry: Nonprofits

Cost: $895

CPE Credits: 14

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com

Event Location:

The Boston Marriott Copley Place

110 Huntington Ave

Boston, Massachusetts 02116


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 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 importantly, 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:$775 per person if registered by July 30, 2021
  • Regular rate:  $895 per person if registered after July 30, 2021

Registration fees include:

  • Up to 14 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 July 30, 2021, will be charged a $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

The Boston Marriott Copley Place
110 Huntington Avenue
Boston, MA  02116

Reservations: capcon21 | National CAP (communityactionpartnership.com)

Please note:  Wipfli will only be presenting at this conference. Wipfli does not have a room block. If you have any questions, you must contact Community Action Partnership or the hotel.

Daily Schedule

Monday, August 30, 2021

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)

Tuesday, August 31, 2021

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

Training Workshop Outline

Day 1: General Provisions and Administrative Requirements

Monday, August 30, 2021; 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, 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 2:  OMB Cost Principles, Cost Allocation, Selected Items of Cost, Audit Requirements

Tuesday, August 30, 2021; 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. 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. 

*Certificate of Participation and CPE credit

  • Each person attending the live webinar is eligible to receive a Certificate of Participation/Continuing Professional Education (CPE).
  • To receive a Certificate of Participation/CPE, participants must answer all the interactive polling questions presented throughout the webinar; participants will have approximately 30 seconds to respond to the questions.
  • Upon receipt, the information will be verified and if accepted, you will receive a Certificate of Participation via email within 14 business days of the webinar presentation.

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.



Denes Tobie
Denes Tobie, CPA
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Katherine Eilers
Katherine Eilers, CPA
Senior Manager
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Event Location:

The Boston Marriott Copley Place

110 Huntington Ave

Boston, Massachusetts 02116