In-Depth Training on OMB's Uniform Guidance
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In-Depth Training on OMB's Uniform Guidance
1/18/2022 07:45 AM - 1/19/2022 05:00 PM (PT)
Event Location:
Hilton San Diego Mission Valley
901 Camino Del Rio South
San Diego, California 92108
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 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”).
Join this training workshop to learn about the new Uniform Guidance regulations and, more important, 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 experts 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 experts will provide you with in-depth training relating to financial management and administration.
Registration Fee*
- Early-bird rate:$925 per person if registered by January 3, 2022
- Regular rate: $975 per person if registered after January 3, 2022
*Wipfli accepts AmEx, Discover, Visa, and Mastercard.
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.
- Training workbook.
- Reference materials (any PowerPoint presentations and/or additional references) available for download.
- Refreshment breaks.
Cancellation Policy
Cancellations made after January 3, 2022 will be charged $100 per person cancellation fee. If you cancel, you may send a substitute from your organization. Participants who register but neither attend nor cancel are charged for their full registration fee. Call 888.876.4992 for questions about this policy.
Hotel Information
Hilton San Diego Mission Valley
901 Camino Del Rio South
San Diego, CA 92108
619-543-9000
Reservations:
P: 1-800-682-6099 (Ask for “Wipfli Training - San Diego 2022” group rate)
Click here for online reservations
Room Rate: $139 per night
Rate Expires: January 3, 2022
Trainers
David Imus
Denes Tobie
Kimm Tomal
Daily Schedule
Tuesday, January 18, 2022
7:45 – 8:30 a.m. Registration and Light Refreshments
8:30 a.m. – 12 p.m. General Provisions and Administrative Requirements
12 – 1:30 p.m. Lunch (on your own)
1:30 – 5 p.m. Administrative Requirements (continued)
Wednesday, January 19, 2022
8 – 8:30 a.m. Light Refreshments
8:30 a.m. –12 p.m. Cost Principles and Cost Allocation
12 – 1:30 p.m. Lunch (on your own)
1:30 – 5 p.m. Selected Items of Cost and Audit Requirements
Training Workshop Outline
Day 1: General Provisions and Administrative Requirements
Tuesday, January 18, 2022; 8:30 a.m. – 5 p.m.
Advanced Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Accounting (Governmental)
CPE*: 7.0 credit(s)
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:
- Review the organization, applicability, and implementation timeline of the new Uniform Guidance.
- Discuss the requirements for financial systems.
- Discuss the regulations on program income, property, and procurement.
- Explore the requirements for reporting and record retention.
Day 2: OMB Cost Principles, Cost Allocation, Selected Items of Cost, and Audit Requirements
Wednesday, January 19, 2022; 8:30 a.m. – 5 p.m.
Advanced Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Accounting (Governmental)
CPE*: 7.0 credit(s)
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:
- Explore the basics of allowable costs.
- Discuss direct and indirect costs.
- Explore the options for cost allocation in the new Uniform Guidance.
- 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..
*CPE
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.
REGISTER NOWSpeakers
Event Location:
Hilton San Diego Mission Valley
901 Camino Del Rio South
San Diego, California 92108
