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Upcoming Events

In-depth training on OMB's Uniform Guidance

11/28/2023 12:30 PM - 11/30/2023 04:00 PM (CT)

Type: Live Webinar

Industry: Nonprofits

Cost: $925

CPE Credits: 10.5

Event Contact:

Phone: 888.876.4992

Email: trainings@wipfli.com


Why you should 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’ll review the regulations and share examples and stories, as well as best practices learned from years of auditing and consulting. During this virtual workshop, we’ll provide you with federal grant regulation training relating to financial management and administration to help you with financial grant compliance.

Wipfli’s nonprofit professionals have been presenting high-quality training for more than 40 years. Participants declare Wipfli training “empowering,” “outstanding,” “meaningful,” “invaluable,” and “relevant.”  Join us from the comfort of your location. Sign up today

Daily schedule

Tuesday, November 28, 2023

12:30-4 p.m. CT  |  General provisions, administrative requirement, procurement

Wednesday, November 29, 2023

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

Thursday, November 30, 2023

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

Day 1: General provisions, administrative requirements and procurement

Tuesday, November 28, 2023
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’ll discuss the general provisions and administrative requirements of Uniform Guidance. Then, we’ll focus on the standards for financial management systems and internal controls, procurement, and property and equipment.

Day 2:  Monitoring and reporting, cost principles, cost allocation

Wednesday, November 29, 2023
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, November 30, 2023
12:30-4 p.m. CT

Advanced Preparation: None
Level:    Basic
Prerequisite: None
Field of study:    Specialized Knowledge and Applications
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’ll 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.

Registration fee

  • $925 per person
  • My Wipfli Membership Service members (NGE only) automatically receive an additional $25 discount per registrant.
  • 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.

Be prepared

  • You’ll receive an email invitation to access the Wipfli mobile app, 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.

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, 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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