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Upcoming Events

In-depth training on OMB's Uniform Guidance

12/5/2023 08:30 AM - 12/6/2023 05:00 PM (ET)

Type: In Person Event

Industry: Nonprofits

Cost: $1000

CPE Credits: 14

Event Contact:

Phone: 888.876.4992

Email: trainings@wipfli.com

Event Location:

Rosen Shingle Creek

9939 Universal Blvd.

Orlando, Florida 32819


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, you’ll want to stay for day three, 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, December 5, 2023

  • 7:45-8:30 a.m.  |  Registration and 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)

Wednesday, December 6, 2023

  • 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: General provisions and administrative requirements

Tuesday, December 5, 2023
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 2: OMB cost principles, cost allocation, selected items of cost and audit requirements

Wednesday, December 6, 2023
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: $950 per person if registered by November 13, 2023
  • Regular rate: $1000 per person if registered after November 13, 2023
  • My Wipfli nonprofit and government membership service members automatically receive an additional $25 discount per registrant.
  • Wipfli accepts AmEx, Discover, Visa and Mastercard.

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.
  • A training workbook.
  • Reference materials (any PowerPoint presentations and/or additional references) available for download.
  • Refreshment breaks.

Hotel information

Rosen Shingle Creek
9939 Universal Blvd.
Orlando, FL 32819

Room rate:  $189 per night
Rate expires: November 13, 2023.

To book a reservation, call 407 996 9939 or 866 996 9939 and request the group rate for Wipfli LLP. Be sure to book before November 13, 2023 to get the Wipfli rate.

Be prepared

  • You’ll receive an email invitation to access the Wipfli mobile app.
  • 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 it’s accepted), you’ll 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.



Denes Tobie
Denes Tobie, CPA
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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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Event Location:

Rosen Shingle Creek

9939 Universal Blvd.

Orlando, Florida 32819