Upcoming Events

In-depth training on OMB's Uniform Guidance plus recruiting (and keeping) great people

11/1/2022 08:30 AM - 11/3/2022 03:00 PM (ET)

Type: In Person Event

Industry: Nonprofits

Cost: $1475

CPE Credits: 19.5

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com

Event Location:

Doubletree by Hilton Bethesda – Washington DC

8120 Wisconsin Avenue

Bethesda, Maryland 20814


REGISTER NOW

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 stay for day three, when we will explore strategies and the recruitment and retention process. Together, we will explore how the job descriptions from the past need to change for the future. We will talk through the hiring process. We will explore advertisings for job openings. We will discuss connecting applicants with organizational culture and results. We will discuss the interview process and where we bring in our personal bias to the process — even when we do not mean to. And we will explore best practices in welcoming people into our culture and keeping them once we get them hired.

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

Doubletree by Hilton Bethesda – Washington DC
8120 Wisconsin Avenue
Bethesda, MD  20814

Reservations:
P: 301 652 2000
https://www.hilton.com/en/book/reservation/deeplink/?ctyhocn=WASBAUP&groupCode=WT0&arrivaldate=2022-10-31&departuredate=2022-11-03&cid=OM,WW,HILTONLINK,EN,DirectLink&fromId=HILTONLINKDIRECT

Group Name: WIP

Room Rate:  $199 per night
Rate Expires:  October 4, 2022

Daily Schedule

Tuesday, November 1, 2022

7:45 – 8:30 a.m.  |  Registration and light refreshments
8:30 a.m. – 12:00 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, November 2, 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 – 5:00 p.m.  |  Selected items of cost and audit requirements 

Thursday, November 3, 2022

8:00 – 8:30 a.m.  |  Light refreshments
8:30 a.m. –12:00 p.m.  |  Recruiting (and keeping) great people
12:00 – 1:00 p.m.  |  Lunch (on your own)
1:00 – 3:00 p.m.  |  Recruiting (and keeping) great people (continued)         

Training Workshop Outline

Day 1: General provisions and administrative requirements

Tuesday, November 1, 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, November 2, 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 in regard to 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:  Recruiting (and keeping) great people

Thursday, November 3, 2022; 8:30 a.m. – 3:00 p.m.

Advanced Preparation: None
Level:   Basic
Prerequisite: None
Field of Study:   Personnel/HR
CPE*:  5.5 credits

Join our day three session to explore the full strategies of the recruiting process. Together, we will explore how the job descriptions from the past need to change for the future. We will talk through the hiring process. We will explore advertisings for job openings. We will discuss connecting applicants with organizational culture and results. We will discuss the interview process and where we bring in our personal bias to the process — even when we do not mean to. And we will explore best practices in welcoming people into our culture and keeping them once we get people hired.

Specific topics include the following:

  • Recruitment
  • Job descriptions
  • Job advertisements
  • Interviewing
  • Onboarding

We will discuss how to make the most of the new hiring environment we work in today.

Learning objectives:

  1. Explore how practices of the past are not part of the future.
  2. Discuss tactical and practical changes you can make in the hiring process.
  3. Identify next steps in building future talent.

Registration Fee*

Early-bird rate expires:  October 4, 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 19.5 CPE credits in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour.
  • 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.

REGISTER NOW

Speakers

Denes Tobie
Denes Tobie, CPA
Partner
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Tammy Jelinek
Tammy T. Jelinek, MBA
Principal
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Katherine Eilers
Katherine Eilers, CPA
Senior Manager
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Event Location:

Doubletree by Hilton Bethesda – Washington DC

8120 Wisconsin Avenue

Bethesda, Maryland 20814