Events

Wipfli Upcoming Events

Events to help grow your organization

One-Day Overview of Uniform Guidance, One-Day HS Overview and One-Day HS Deep Dive — From Strategy to Execution Workshop: Planning for the EHS/HS Five-Year Grant Cycle

2/5/2019 7:45 AM - 2/7/2019 5:00 PM (CT)

Type: In Person Event

Industry: Governments, Nonprofits, Tribal Gaming and Government

Cost: $900

CPE Credits: 21

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com

Event Location:

Doubletree Hotel by Hilton Hotel Dallas – Market Center

2015 Market Center Blvd

Dallas

TX

75207


Register for this training

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 if you administer a Head Start/Early Head Start program, you will want to stay for day three when we discuss the latest impacts of the Head Start Act and Program Performance Standards.

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 overview 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 if you administer a Head Start/Early Head Start program, you will want to stay for days two and three when we discuss the latest impacts of the Head Start Act, Program Performance Standards, and the “how to” (the processes related to strategic planning, approvals, budgeting and outcomes) of the grant cycle process.

Join this training workshop to learn about the new Uniform Guidance and Head Start 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.


Trainer(s)


Denes L. Tobie, CPA
Partner, Nonprofit and Government Practice

Maile Pa’alani, CPA
Senior Manager, Nonprofit and Government Practice

Tammy Jelinek, MBA
Partner, Nonprofit and Government Practice

Katherine Eilers, CPA
Manager, Nonprofit and Government Practice


Registration Fee

  • Early-bird rate:$800 per person if registered by January 7, 2019
  • Regular rate:$900 per person if registered after January 7, 2019

 

Registration fees include:

  • Up to 21 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 7, 2019, 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

Doubletree Hotel by Hilton Hotel Dallas – Market Center
2015 Market Center Blvd
Dallas, Texas, 75207
214.741.7481

Reservations:
P:  800.222.TREE (Ask for “Wipfli Training”)
Online Reservations

Room Rate:  $159 per night
Rate Expires:  January 7, 2019


Daily Schedule

Tuesday, February 5, 2019 

7:45 – 8:30 a.m.                        Registration and Light Refreshments

8:30 a.m. – 12 p.m.                    Overview of Uniform Guidance

12 – 1:30 p.m.                           Lunch (on your own)

1:30 – 5 p.m.                             Overview of Uniform Guidance

5:30 – 7 p.m.                             Evening Q&A (optional)

Wednesday, February 6, 2019   

8 – 8:30 a.m.                             Light Refreshments

8:30 a.m. –12 p.m.                    Head Start/Early Head Start Regulation Overview

12 – 1:30 p.m.                           Lunch (on your own)

1:30 – 5 p.m.                             Head Start/Early Head Start Regulation Overview                                             

 
Thursday, February 7, 2019      

8 – 8:30 a.m.                             Light Refreshments

8:30 a.m. –12 p.m.                    Planning for the EHS/HS 5-Year Grant Cycle

12 – 1:30 p.m.                           Lunch (on your own)

1:30 – 5 p.m.                             Planning for the EHS/HS 5-Year Grant Cycle    

 


Training Workshop Outline

Day 1:  Head Start/Early Head Start Overview

Wednesday, February 6, 2019; 8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level:   Basic

Prerequisite: None
Field of Study:   Specialized Knowledge and Applications

CPE*:  7.0 credit(s)

The Head Start Act identifies pages of guidelines that HS/EHS programs need to follow to stay in compliance. When you are implementing the Head Start Act, there are numerous things to consider, including how decisions impact your program. In this overview, we will explore the Head Start Act and give you time to learn where to find information and dig into the details once you are back at the office. And since the Head Start Act goes hand in hand with the Head Start Program Performance Standards, 45 CFR Parts 1301-1305 (HSPPS), we will explore the highlights of the HSPPS. Our goal is to help you get comfortable with what HS/EHS programs need to follow to stay in compliance. We will pay special attention to the areas of:

  • Definitions (they sometimes differ depending on the regulation).
  • Administrative requirements (administrative limitations).
  • Power and functions (governing body, policy council, policy committees and administrative requirements).
  • ERSEA (eligibility, recruitment, selection, enrollment and attendance).
  • Records (what to keep, how to keep it and for how long).
  • Qualifications and wages (background checks, trainings, minimum staff requirements).
  • Monitoring Protocol (FA1 and FA2).

Learning Objectives:

  1. Explore how the Head Start Act and the HSPPS impact each other.
  2. Discuss how the Head Start Act and HSPPS impact your program.
  3. Share ideas, thoughts and best practices of ongoing leadership about these requirements.

Day 1: Evening Q&A (optional)

Take advantage of the opportunity to talk with Wipfli’s experts and get answers to your specific questions in a casual setting. 


Day 2:  From Strategy to Execution Workshop: Planning for your EHS/HS Five-Year Grant Cycle

Thursday, February 7, 2019; 8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level:   Basic

Prerequisite: None
Field of Study:   Specialized Knowledge and Applications

CPE*:  7.0 credit(s)

Having a strong grant application is only the beginning of the grant cycle process. Join this session to really discuss the “have to” (the Head Start Act and the Head Start Program Performance Standards) and the “how to” (the processes related to strategic planning, approvals, budgeting and outcomes). We will address the following areas:

  • Community Assessments – What needs to be in them and why
  • Strategic Planning – How community assessment results impact your strategic and grant goals
  • Goal Planning – Building five-year goals and one-year goals to meet them
  • Budgeting – Ensuring the budget is robust enough to address the goals
  • Outcomes – Identifying what needs to be tracked, and possibly improved on, to meet your goals
  • Results – Sharing your celebrations with the community you serve

Learning Objectives:

  1. Identify the rules, regulations and responsibilities of those in the planning and execution process.
  2. Discuss the processes related to assessments, planning, goal setting and outcomes.
  3. Explore and build best practices, tools and applications to implement back at your agency.

Day 3:  High-Level Overview of the Uniform Guidance

Tuesday, February 5, 2019; 8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level:   Basic

Prerequisite: None
Field of Study:   Specialized Knowledge and Applications

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 highlight these key areas:

  • Applicability of and implementation dates for the 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

In addition, 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.

Learning Objectives:

  1. Gain hands-on experience in finding answers within the regulations.
  2. Prepare a list of action items/next steps.
  3. Determine what policy and procedures will need changes.
  4. Increase your comfort level with finding the regulations you need.

Be Prepared: Download your materials two weeks prior to training

All reference materials (any PowerPoint presentations and/or additional references) for this training workshop will be available online two weeks prior to the start of the training workshop. For your convenience, you will have access to the online materials for two weeks following the training workshop.

Please download the materials before the training workshop to your computer/device and bring your computer/device with you to the training workshop. If you prefer to print the materials, please bring them with you because paper copies will not be available on site.

Internet access and power outlets will be available. Please limit Internet access to checking email and accessing training workshop materials. You will receive a workbook on site for hands-on activities. Registered attendees will receive an email when the materials are available online. 


*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 for this training

Speakers

Denes Tobie
Denes Tobie, CPA
Partner
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Maile Pa'alani
Maile Pa'alani, CPA
Senior Manager
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Tammy Jelinek
Tammy T. Jelinek, MBA
Partner
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Katherine Eilers
Katherine Eilers, CPA
Manager
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Event Location:

Doubletree Hotel by Hilton Hotel Dallas – Market Center

2015 Market Center Blvd

Dallas

TX

75207