Upcoming Events

In-depth training on OMB's Uniform Guidance

6/7/2022 12:30 PM - 6/9/2022 04:00 PM (CT)

Type: Live Webinar

Industry: Nonprofits

Cost: $875

CPE Credits: 3.5

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com


Join us for a 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, as well as share examples, stories and best practices learned from years of auditing and consulting.

In three virtual sessions, you’ll learn about a range of OMB Uniform guidance topics, including:

  • General provisions, administrative requirements and procurement
  • Monitoring, reporting, cost principles and cost allocation
  • Selected items of cost and audit requirements

Wipfli’s nonprofit specialists have been presenting high-quality training for more than 40 years. During this virtual workshop, we will provide you with federal grant regulation training related 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.


Denes Tobie, CPA 

Katherine Eilers, CPA
Senior Manager

Ciara Leahy, CPA
Senior Manager

Kimberly Tomala, CPA
Senior Accountant

Registration Fee*

  • $875 per person

*Wipfli accepts AmEx, Discover, Visa and Mastercard.

My Wipfli Membership Service members automatically receive an additional $25 discount per registrant!

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.

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 $25.00 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 gfponline@wipfli.com (subject line: “Registration Transfer [or Cancellation]”).

Daily Schedule

Tuesday, June 7, 2022               

12:30 – 4 p.m. CT                      General provisions, administrative requirements, procurement

Wednesday, June 8, 2022          

12:30 – 4 p.m. CT                      Monitoring and reporting, cost principles, cost allocation

Thursday, June 9, 2022           

12:30 – 4 p.m. CT                      Selected items of cost and audit requirements   

Training Workshop Outline

Day 1: General provisions, administrative requirements, procurement

Tuesday, June 7, 2022; 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, June 8, 2022; 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, June 9, 2022; 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’ll receive an email once you have been added to our event hosting platform, as well as reminders one day and one hour prior to the training. Materials will be available one hour before the training until one day after the training. When the materials become available, you can access them by clicking the Materials tab in the app or desktop Menu.

Tips for a good experience:

  • Use the desktop version of Bizzabo and the Google Chrome Browser.
  • If you use a mobile device:
    • iPhone: Use the Safari browser.
    • Android: Use the Google Chrome browser.
    • You will not see the trainer. You will see only the presentation and video (if applicable).
  • If you are connected to a VPN, you should disconnect.
  • If you experience the webinar freezing or lagging, try refreshing your browser.
  • Test your system: https://smart.newrow.com/room/testPage/.

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) must submit their key words within 24 hours of the webinar:
    • Complete the survey (located in the Menu).
    • Enter the key words in the order they 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 it is accepted, you will receive a certificate of participation via email 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, 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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