7th Annual Wipfli Winter Training Conference, December 2-6, 2019 - DoubleTree by Hilton - Orlando, Florida 7th Annual Wipfli Winter Training Conference

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.

At this training, Denes L. Tobie and Katherine Eilers will provide you with in-depth training relating to financial management and administration and community action-specific requirements.

 

Trainers

Denes Tobie, CPA

Denes Tobie, CPA
Partner, NGP
Wipfli LLP

Katherine Eilers

Katherine Eilers
Manager, NGP
Wipfli LLP

Schedule

Monday, December 2, 2019
7:30 – 8:30 a.m. Preconference check-in
8 – 8:30 a.m. 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. OMB Selected Items of Cost and Audit Requirements
Tuesday, December 3, 2019
8 – 8:30 a.m. Light refreshments
8:30 a.m. – 12 p.m. General Provisions and Administrative Requirements
12 – 1:30 p.m. Lunch (on your own)

Training Seminar: Day 1

General Provisions and Administrative Requirements and OMB Cost Principles

Date: Monday, December 2, 2019, 8:30 a.m. – 5 p.m.
Tracks:
  • Performance Improvement
  • Finance, Accounting and Tax
  • Head Start/Early Head Start
  • Risk
  • Tribal Government
  • Technology
  • Health Care
History: Updated
Type: Full
Experience: All (All levels of experience)
Level: Basic
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • CSBG/Org Standard
  • ERSEA
  • Finance Staff
  • HR Director/Manager
  • HR Staff
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
  • In-Kind
  • IT Director/Manager
  • Program Director/Manager

Advanced Preparation: None
Prerequisites: None
Field of Study: Specialized Knowledge
Qualifies for Yellowbook: Yes
Trainers: Denes Tobie; Katherine Eilers
CPE Credits for Day 1: 7.0 credits*

 

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.
  5. Review the basics of allowable costs.

 

See Pricing and Register

Training Seminar: Day 2

Cost Allocation, Selected Items of Cost, and Audit Requirements

Date: Tuesday, December 3, 2019, 8:30 a.m.-12 p.m.
Tracks:
  • Performance Improvement,
  • Finance, Accounting and Tax,
  • Head Start/Early Head Start,
  • Risk,
  • Tribal Government,
  • Technology,
  • Health Care
History: Updated
Type: Full
Experience: All (All levels of experience)
Level: Basic
Applicable Audience:
  • Board Member
  • CEO/Executive Director
  • CFO/Finance Director
  • COO
  • CSBG/Org Standard
  • ERSEA
  • Finance Staff
  • HR Director/Manager
  • HR Staff
  • HS/EHS Director/Manager
  • HS/EHS Program Staff
  • In-Kind
  • IT Director/Manager
  • Program Director/Manager

Advanced Preparation: None
Prerequisites: None
Field of Study: Specialized Knowledge
Qualifies for Yellowbook: Yes
Trainers: Denes Tobie; Katherine Eilers
CPE Credits for Day 2: 3.5 credits*

 

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

 

See Pricing and Register

 

* 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.


Registration Fee

In-Depth Review of OMB's New Uniform Guidance Preconference and the Wipfli Winter Training Conference rate:

  • Early-Bird Rate: $1,475 per person if registered by November 7, 2019
  • Regular rate: $1,675 per person if registered after November 7, 2019

In-Depth Review of OMB's New Uniform Guidance Preconference-only rate:

  • Early-Bird Rate: $775 per person if registered by November 7, 2019
  • Regular rate: $800 per person if registered after November 7, 2019

 

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.
See Pricing and Register

 

Cancelation Policy: Cancelations made after November 7, 2019, will be charged $100 per person cancelation 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.

 

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