Overview of OMB's Uniform Guidance (Preconference to the Iowa Community Action Association Annual Conference)

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Overview of OMB's Uniform Guidance (Preconference to the Iowa Community Action Association Annual Conference)

7/25/2023 08:30 AM - 05:00 PM (CT)

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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.

At this workshop, our experts will provide you with in-depth training relating to financial management and administration.

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.”

Registration Fee*

• Early-bird rate:$475 per person if registered by July 2, 2023
• Regular rate:  $550 per person if registered after July 2, 2023

*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 7 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 (Use subject line: “Registration Transfer [or Cancellation]”).

Hotel Information

West Des Moines Marriott
1250 Jordan Creek Parkway
Des Moines, IA 50266

Reservations: Contact the Iowa Community Action Association for information on the room block.

Book Your Group/Corporate Rate | Marriott International

Room rate:  $119 per night
Rate expires:  July 2, 2023

Daily Schedule

Tuesday, July 25, 2023

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)

Training Workshop Outline

Tuesday, July 25, 2023; 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:

• Standards for financial management systems and internal controls
• Procurement, property and equipment
• Budgets
• Reporting and record retention requirements

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 implementing the new regulations.

Learning objectives:

1. Explore the guidance and the various sections.
2. Review where to get answers in the regulation.
3. Identify areas for improvement back at the agency

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 in the app.

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:
  • Complete the survey located in the app menu.
  • Enter the keywords in the order they are given during the training. We can’t provide the keywords later.
• Upon receipt, the information will be verified and if it’s accepted, you’ll receive a certificate of participation via email within two to three weeks.

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.