Events

Wipfli Upcoming Events

Events to help grow your organization

In-Depth Training on OMB’s Uniform Guidance Plus the From Strategy to Execution Workshop: Planning for the HS/EHS 5-Year Grant Cycle

11/6/2018 7:45 AM - 11/8/2018 5:00 PM (ET)

Type: In Person Event

Industry: Tribal Gaming and Government, Governments, Nonprofits

Cost: $900

CPE Credits: 21

Event Contact:

Phone: 888.876.4992

Email: gfponline@wipfli.com

Event Location:

DoubleTree by Hilton Hotel Bethesda - Washington DC

8120 Wisconsin Ave

Bethesda

Maryland

20814


Register for this training

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 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 grant, you will want to stay for day three, when we 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) of the Head Start/Early Head Start five-year grant cycle.

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)

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 on or before October 9, 2018
  • Regular rate:  $900 per person if registered after October 9, 2018

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 October 9, 2018 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 by Hilton Hotel Bethesda - Washington, D.C.
8120 Wisconsin Ave.
Bethesda, Maryland, 20814
301.652.2000

Reservations:
P:  800.835.9873 (Ask for “Wipfli Training”)
Online Reservations

Room Rate:  $ 135 per night
Rate Expires:  October 9, 2018


Daily Schedule

Tuesday, November 6, 2018     

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.                          Connect With Wipfli Lunch
1:30 – 5 p.m.                            Administrative Requirements (continued)
5:30 – 7 p.m.                            Evening Q&A (optional)

 Wednesday, November 7, 2018           

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

Thursday, November 8, 2018

8 – 8:30 a.m.                            Light Refreshments
8:30 a.m. – 12 p.m.                  From Strategy to Execution Workshop: Planning for the EHS/HS 5-Year Grant Cycle
12 – 1:30 p.m.                          Lunch (on your own)
1:30 – 5 p.m.                            From Strategy to Execution Workshop: Planning for the EHS/HS 5-Year Grant Cycle (continued)

 


Training Workshop Outline

Day 1: General Provisions and Administrative Requirements

Tuesday, November 6, 2018; 8:30 a.m. – 5 p.m.

Advanced Preparation: NoneLevel:   Basic 

Prerequisite: None
Field of Study and Applications: Specialized Knowledge

CPE*:  7 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:

  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 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:  OMB Cost Principles, Cost Allocation, Selected Items of Cost and Audit Requirements

Wednesday, November 7, 2018; 8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level:   Basic

Prerequisite: None
Field of Study:  Specialized Knowledge and Applications

CPE*:  7 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:

  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.


Day 3:  From Strategy to Execution Workshop: Planning for the EHS/HS 5-Year Grant Cycle

Thursday, November 8, 2018; 8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level:   Basic

Prerequisite: None
Field of Study:  Specialized Knowledge and Applications

CPE*:  7 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 tracked, and possibly improved upon, 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.


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

Tammy Jelinek
Tammy T. Jelinek, MBA
Partner
View Profile
Katherine Eilers
Katherine Eilers, CPA
Manager
View Profile

Event Location:

DoubleTree by Hilton Hotel Bethesda - Washington DC

8120 Wisconsin Ave

Bethesda

Maryland

20814