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


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 one (1) hour before the training until one (1) day after the training. When the materials become available, you can access them by clicking the Materials tab in the app or desktop Menu.

*Certificate of Participation and CPE credit

  • Each person attending the webinar who needs a certificate of participation/ / continuing professional education (CPE) credits (live webinars only)
  • To receive a Certificate of Participation, participants must submit their keywords within 24 hours of the webinar:
    • Complete the Survey (located in the Menu)
    • Enter the “keywords” in the order the words were given during the webinar. We cannot provide the key words after they’ve been given
  • Upon receipt, the information will be verified and if accepted, you will receive a Certificate of Participation via e-mail 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: www.NASBARegistry.org.

Instructional Delivery: Group Internet-Based. For more information regarding administrative policies



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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David Imus
David Imus, CPA
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