Upcoming Events

In-depth training on OMB’s Uniform Guidance preconference to NCAP annual conference

8/29/2022 08:30 AM - 8/30/2022 05:00 PM (ET)

Type: In Person Event

Industry: Nonprofits

Cost: $1000

CPE Credits: 14

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com

Event Location:

New York Marriott Marquis

1535 Broadway

New York, New York 10036


REGISTER NOW

Why Attend

Are you attending the National Community Action Partnership’s annual convention in New York City this summer? If so, this in-person preconference is the perfect event to jumpstart your conference experience.

On August 29 and 30, we’re hosting a training workshop that covers Uniform Guidance regulations and, more importantly, how to implement them in your organization. By attending, you will:

  • Review the regulations you need to know to stay in compliance.
  • Hear examples, stories and best practices learned from our years of auditing and consulting.
  • Take back up-to-date and relevant information to implement immediately in your agency. 
  • Gain in-depth training related to financial management and administration and understand the rules governing how you can and cannot spend federal dollars. 

Professionals new to your organization, as well as those who have been there for decades, will benefit from this 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”).  

Registration Fee*

  • Early-bird rate: $950 per person if registered by July 30, 2022
  • Regular rate: $1,000 per person if registered after July 30, 2022

*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 14 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]”).

HOTEL INFORMATION

The Marriott Marquis New York City
1535 Broadway
New York, NY  10036 

Reservations:  
Community Action Partnership Annual Convention Aug 2022 - Start your reservation (passkey.com)

Please note:  Wipfli will only be presenting at this conference. Wipfli does not have a room block. If you have any questions, you must contact Community Action Partnership or the hotel.

DAILY SCHEDULE

Monday, August 29, 2022

7:45 – 8:00 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)

Tuesday, August 30, 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 

TRAINING WORKSHOP OUTLINE

Day 1: General provisions and administrative requirements

Monday, August 29, 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

Tuesday, August 30, 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.

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. 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 live webinar is eligible to receive a certificate of participation/Continuing Professional Education (CPE).
  • To receive a Certificate of Participation/CPE, participants must answer the interactive polling questions or submit the key words presented throughout 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 of the webinar presentation.

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-Live. For more information regarding administrative policies, such as complaint, cancellation and refund policies, please contact our offices at 888 876 4992.

Online registration closes at 5 p.m. CST two business days before the event.  

REGISTER NOW

Speakers

Denes Tobie
Denes Tobie, CPA
Partner
View Profile

Event Location:

New York Marriott Marquis

1535 Broadway

New York, New York 10036