Upcoming Events

In-depth training on OMB's Uniform Guidance plus Head Start

10/4/2022 08:30 AM - 10/6/2022 05:00 PM (ET)

Type: In Person Event

Industry: Nonprofits

Cost: $1475

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com

Event Location:

Holiday Inn Portland – By the Bay

88 Spring Street

Portland, Maine 04101


Why 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-day review of the administrative and cost principles/allocation sections of the 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 will want to stay for day three, when we discuss the latest impacts of the Head Start Act and Program Performance Standards.

Join this training workshop to learn about the Uniform Guidance and Head Start program regulations and, more importantly, how to implement them in your organization. Review the regulations you need to know to stay in compliance through examples, stories and best practices learned from years of auditing and consulting. Take back up-to-date and relevant information to implement immediately in your agency.

Wipfli’s nonprofit specialists have been presenting the highest-quality training for more than 40 years. Participants declare Wipfli training “empowering,” “outstanding,” “meaningful,” “invaluable” and “relevant.” At this workshop, our professionals will provide you with in-depth training relating to financial management and program administration.

Training seminar outline

Training location

Holiday Inn Portland – By the Bay
88 Spring Street
Portland, ME  04101

P: 207 775 2311

Group Name: WIP

Room Rate:  $299 per night
Rate Expires:  September 12, 2022

Daily Schedule

Tuesday, October 4, 2022

7:45 – 8:30 a.m.  |  Registration and light refreshments
8:30 a.m. – 12 p.m.  |  General provisions and administrative requirements
12:00 – 1:30 p.m.  |  Lunch (on your own)
1:30 – 5:00 p.m.  |  Administrative requirements (continued)

Wednesday, October 5, 2022    

8:00 – 8:30 a.m.  |  Light refreshments
8:30 a.m. –12:00 p.m.  |  Cost principles and cost allocation
12:00 – 1:30 p.m.                      Lunch (on your own)
1:30 – 5 p.m.                             Selected items of cost and audit requirements 

Thursday, October 6, 2022

8:00 – 8:30 a.m.                        Light refreshments
8:30 a.m. –12:00 p.m.                Head Start/Early Head Start regulation overview
12:00 – 1:30 p.m.                      Lunch (on your own)
1:30 – 5:00 p.m.                        Head Start/Early Head Start regulation overview (continued)                                               

Training Workshop Outline

Day 1: General provisions and administrative requirements

Tuesday, October 4, 2022; 8:30 a.m. – 5:00 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, there will be a discussion of 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, October 5, 2022; 8:30 a.m. – 5:00 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. General principles, allowable costs, unallowable costs and costs that require prior approval will be discussed. We’ll also discuss all changes regarding cost allocation and selected items of cost. In addition, we’ll discuss changes in audit requirements coming 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.

Day 3:  Head Start/Early Head Start Overview

Thursday, October 6, 2022; 8:30 a.m. – 5:00 p.m.

Advanced Preparation: None
Level:   Basic
Prerequisite: None
Field of Study:   Specialized Knowledge and Applications
CPE*:  7.0 credits

The Head Start Act identifies pages of guidelines that HS/EHS programs need to follow to stay in compliance. When you are implementing the Head Start Act, there are numerous things to consider, including how decisions impact your program. In this overview we will explore the Head Start Act and give you time to learn where to find information and dig into the details once you are back at the office. And since the Head Start Act goes hand in hand with the Head Start Program Performance Standards – 45 CFR Parts 1301-1305 (HSPPS), we will explore the highlights of the HSPPS. Our goal is to help you get comfortable with what HS/EHS programs need to follow to stay in compliance. We will pay special attention to the following areas:

  • Definitions (they sometimes differ depending on the regulation)
  • Administrative requirements (administrative limitations)
  • Power and functions (governing body, policy council, policy committees and administrative requirements)
  • ERSEA (eligibility, recruitment, selection, enrollment and attendance)
  • Records (what to keep, how to keep it and for how long)
  • Qualifications and wages (background checks, trainings, minimum staff requirements)
  • Monitoring Protocol (FA1 and FA2)

Learning objectives:

  1. Explore how the Head Start Act and the HSPPS impact each other.
  2. Discuss how the Head Start Act and the HSPPS impact your program.
  3. Share ideas, thoughts and best practices of ongoing leadership for these requirements.

Registration Fee*

Early-bird rate expires:  September 12, 2022

  • 3-day: $1,425 early bird/$1,475 regular
  • 2-day: $950 early bird/$1,000 regular
  • 1-day: $475 early bird/$550 regular

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

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]”).

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 from one hour before the training until one day after the training.

Certificate of participation and CPE credit

  • Each person attending the training who needs a certificate of participation/continuing professional education (CPE) must submit their key words within 24 hours of the training.
  • 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.



Tammy Jelinek
Tammy T. Jelinek, MBA
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Katherine Eilers
Katherine Eilers, CPA
Senior Manager
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Event Location:

Holiday Inn Portland – By the Bay

88 Spring Street

Portland, Maine 04101