Upcoming Events

In-Depth Training on OMB's Uniform Guidance

12/7/2021 12:30 PM - 12/9/2021 04:00 PM (CT)

Type: Live Webinar

Industry: Nonprofits

Cost: $825

CPE Credits: 10.5

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com


REGISTER NOW

Why Attend

Join us online for this virtual training workshop to learn about the Uniform Guidance regulations (2 CFR Part 200, Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards). We will review the regulations, share examples and stories and also share best practices learned from years of auditing and consulting.

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

Participants declare Wipfli training “empowering,” “outstanding,” “meaningful,” “invaluable” and “relevant.” Join us from the comfort of your location. Sign up today! 


Registration Fee*

  • Regular rate:  $825 per person.

*Wipfli accepts AmEx, Discover, Visa, and Mastercard.

Registration fees include:

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

Cancellation Policy
Cancellations made after November 23, 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.


Daily Schedule

Tuesday, December 7, 2021;     
12:30 – 4 p.m. CT                      General Provisions, Administrative Requirements, Procurement

Wednesday, December 8, 2021             
12:30 – 4 p.m. CT                      Monitoring and Reporting, Cost Principles, Cost Allocation

Thursday, December 9, 2021   
12:30 – 4 p.m. CT                      Selected Items of Cost and Audit Requirements 


Training Workshop Outline

Day 1: General Provisions, Administrative Requirements, Procurement

Tuesday, December 7, 2021; 12:30 – 4 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 will discuss the general provisions and administrative requirements of Uniform Guidance, then focus on standards for financial management systems and internal controls, property and equipment and procurement.

Day 2:  Monitoring and Reporting, Cost Principles, Cost Allocation

Wednesday, December 8, 2021; 12:30 – 4 p.m. CT

Advanced Preparation: None
Level:   Basic
Prerequisite: None
Field of Study:  Accounting (Governmental)
CPE*:  3.5 credits

Day two will include discussion regarding 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, December 9, 2021; 12:30 – 4 p.m. CT

Advanced Preparation: None
Level:   Basic
Prerequisite: None
Field of Study:  Accounting (Governmental)
CPE*:  3.5 credits

Day three will follow with the cost principles and 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 will 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 will receive the webinar access information from GoToWebinar upon registration as well as reminders one day and one hour prior to the training. Materials will be available 24 hours before. A link to access them will be in the email.


*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 Internet-Based. For more information regarding administrative policies

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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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David Imus
David Imus, CPA
Manager
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