In-Depth Training on OMB's Uniform Guidance Preconference

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…and these rules are changing.

Professionals new to the organization as well as professionals who have been there for decades will benefit from this training on the administrative and cost principles/allocation sections of the 2 CFR Part 200—Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards.

Join this training workshop to learn about the Uniform Guidance regulations and, more importantly, how to implement them into 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 training, Denes L. Tobie and Janet S. Johnson will provide you with in-depth training relating to financial management and administration and community action-specific requirements.

More registration information.

Be Prepared: Wipfli has "Gone Green!"

Materials for this workshop will be available online two weeks prior to the start of the conference. For your convenience, you will have access to the online materials for two months following the conference.

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

You will receive a workbook on site for hands-on activities. Registered attendees will receive an e-mail when the materials are available online.

Trainers

Denes L. Tobie, CPA
Partner, Nonprofit and Government Practice, Wipfli LLP
Maile Pa'alani, CPA
Senior Manager, Nonprofit and Government Practice, Wipfli LLP

Training Seminar Outline

Day 1: General Provisions and Administrative Requirements

Date: Sunday, July 9, 2017, 1:30-5 p.m.
Tracks: Performance Improvement, Finance, Accounting and Tax, Head Start, Risk, Technology, Healthcare
History: Updated
Type: Full
Experience: All (All levels of experience)
Level: Basic
Advanced Preparation: None
Prerequisites: None
Field of Study: Specialized Knowledge
Trainers: Denes Tobie
Applicable Audience:

CEO/Executive Director
CFO/Finance Director
Finance Staff
HR Director/Manager
IT Director/Manager
Board Member
HS/EHS Director/Manager
CSBG/Org Standard Director/Manager
HS/EHS Program Staff
Program Director/Manager

More registration information.

Session Description:
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 records retention requirements
  • Learning Objectives:

    1. Review the organization, applicability, and implementation timeline of the new circular.
    2. Discuss the requirements for financial systems.
    3. Discuss the regulations on program income, property, and procurement.
    4. Discuss the requirements for reporting and records retention.

    CPE credits for day one: 3.5 credits *

    Day 2: OMB Cost Principles, Cost Allocation, Selected Items of Cost, and Audit Requirements

    Date: Monday, July 10, 2017, 8:30 a.m.-5 p.m.
    Tracks: Performance Improvement, Finance, Accounting and Tax, Head Start, Risk, Technology, Healthcare
    History: Updated
    Type: Full
    Experience: All (All levels of experience)
    Level: Basic
    Advanced Preparation: None
    Prerequisites: None
    Field of Study: Specialized Knowledge
    Trainers: Denes Tobie
    Applicable Audience:

    CEO/Executive Director
    CFO/Finance Director
    Finance Staff
    HR Director/Manager
    IT Director/Manager
    Board Member
    HS/EHS Director/Manager
    CSBG/Org Standard Director/Manager
    HS/EHS Program Staff
    Program Director/Manager

    More registration information.

    Session Description:
    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 implementation of the new regulations.

    Learning Objectives:

    1. Review the basics of allowable costs.
    2. Discuss direct and indirect costs.
    3. Review the options for cost allocation in the new circular.
    4. Discuss the changes in audit requirements.

    CPE credits for day two: 7.0 credits *

    * 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.


    Daily Schedule

    Sunday, July 9, 2017

    11 a.m. – 1:30 p.m. Uniform Guidance Preconference Check-in
    1:30 – 5 p.m. General Provisions and Administrative Requirements

    Monday, July 10, 2017

    8 – 8:30 a.m. Light Refreshments
    8:30 a.m. – 12 p.m. OMB Cost Principles and Cost Allocation
    12 – 1:30 p.m. Lunch (on your own)
    1:30 – 5 p.m. OMB Selected Items of Cost and Audit Requirements


    More registration information.

    Registration Fee

    Uniform Guidance Preconference and registration to the Wipfli National Training Conference:

    • Preregistration rate: $1,250 per person if registered by February 1, 2017
    • Early-Bird Rate: $1,375 per person if registered between February 2, 2017 and June 9, 2017
    • Regular rate: $1,575 per person if registered after June 9, 2017

    More registration information.

    Uniform Guidance Preconference-only rate:

    • Early-bird rate: $675 per person if registered by June 9, 2017
    • Regular rate: $725 per person if registered after June 9, 2017

    More registration information.

    Registration fee includes:

    • Up to 10.5 hours of training in accordance with the standards of the National Registry of CPE Sponsors. CPE credits are granted based on a 50-minute hour.
    • Training workbook.
    • Access to download presentation.
    • Refreshment breaks.

    * Cancellation Policy: Cancellations made after June 16, 2017, will be charged $100 per person cancellation fee. If you cancel, you may send a substitute from your organization or transfer your registration fee to a future seminar without penalty. Participants who register but neither attend or cancel are charged for their full registration fee. Call 888.876.4992 for questions about this policy.


    What our attendees say...



    "I recommend this conference to all of our regional agencies. Provides relevant information on policy, best practices, and general operations of non-profits."
    Misty O'Keefe, COO
    Child Care Aware of Missouri
    "As a new executive director, I found the conference to be organized, well planned, information-rich, and an excellent use of my time."
    Angele Thibodeaux Burns, CEO
    East Central Illinois Community Action Agency
    "If you want your organization to grow and become a leader in your community, you need to come to this conference."
    Brian Heese, Executive Director
    Northern California Child Development, Inc.
    "Best conference I have ever attended in my career. Very relevant topics to finance for non-profits and excellent presenters."
    Mary Werner, Director, Financial Planning & Analysis
    Lutheran Social Services of the South Upbring
    "This was my first year attending and I have learned so much! Wipfli rocks!! See you all next year!"
    Daphne Harris Brown, Compliance Specialist/IT Specialist
    Washington County Opportunities
    "This conference was intensive. I would recommend this training and conference to all my colleagues. The staff and presenters are second to none."
    Charlie Ugarte, Director of Finance
    Puerto Rican Family Institute