Upcoming Events

In-Depth Training on OMB's Uniform Guidance

8/3/2020 12:30 PM - 8/7/2020 04:00 PM (CT)

Type: Live Webinar

Industry: Nonprofits, Governments

Cost: $795

CPE Credits: 10.5

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com


Register now

Why Attend

Your needs have changed during COVID-19, and we are ready to accommodate them. During this time of uncertainty and crisis, it is important to understand what can and should be done to continue running our programs and providing services to our community while continuing to ensure compliance with federal grant regulations.   

Join us online for this 3-day 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 will review the regulations, share examples and stories and also share best practices learned from years of auditing and consulting.

Wipfli’s nonprofit experts have been presenting high-quality training for more than 40 years. During this virtual workshop, we will provide you with federal grant regulation training relating to financial management and administration to help you with financial grant compliance.

Participants declare Wipfli training “empowering,” “outstanding,” “meaningful,” “invaluable” and “relevant.” Join us from the comfort of your location. Sign up today!


Registration Fee*

Regular rate:  $795 per person.

*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.
  • Training workbook.
  • Reference materials (any PowerPoint presentations and/or additional references) available for download.
  • Refreshment breaks.

Cancellation Policy

Cancellations made after July 27, 2020, will be charged a $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

Virtual – We will send you the link prior to the training.


Daily Schedule

Monday, August 3, 2020            

12:30 – 4 p.m. CT                      General Provisions and Administrative Requirements, Procurement

Wednesday, August 5, 2020      

12:30 – 4 p.m. CT                      Monitoring and Reporting, Cost Principles, Cost Allocation

Friday, August 7, 2020            

12:30 – 4 p.m. CT                      Selected Items of Cost and Audit Requirements


Training Workshop Outline

Day 1: General Provisions and Administrative Requirements, Procurement

Monday, August 3, 2020; 12:30 – 4 p.m. CT

Advanced Preparation: None
Level:   Basic
Prerequisite: None
Field of Study:   Accounting (Governmental)
CPE*:  3.5.0 credit(s)

After an introduction and discussion of the laws and regulations, we will discuss the general provisions and administrative requirements of the Uniform Guidance, then focus on standards for financial management systems and internal controls, property and equipment and procurement.

Day 2:  Monitoring and Reporting, Cost Principles, Cost Allocation

Wednesday, August 5, 2020; 12:30 – 4 p.m. CT

Advanced Preparation: None
Level:   Basic
Prerequisite: None
Field of Study:   Accounting (Governmental)
CPE*:  3.5 credit(s)

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

Friday, August 7, 2020; 12:30 – 4 p.m. CT

Advanced Preparation: None
Level:   Basic
Prerequisite: None
Field of Study:   Accounting (Governmental)
CPE*:  3.5 credit(s)

Day three will follow with the cost principles and discussion of the costs a grant-funded program can charge to federal grant awards, including allowable costs, unallowable costs and costs that require prior approval. We will 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.

Be Prepared: Wipfli Mobile App

All reference materials (any PowerPoint presentations and/or additional references) for this training workshop will be available via our mobile training app. Two weeks before the training you will receive an email invitation to access the app. For your convenience, you will also have access to the materials for two weeks following the training workshop.


*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 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

Katherine Eilers
Katherine Eilers, CPA
Manager
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Ciara Leahy
Ciara M. Leahy, CPA
Manager
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