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WIPFLI - In-Depth Training on OMB's Uniform Guidance

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 importantly, 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.

Registration Fee*
Early-bird rate: $925 per person if registered by August 1, 2022
Regular rate: $975 per person if registered after August 1, 2022

Registration fees include:

Up to 14 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.

Hotel Information
Hilton San Diego Mission Valley
901 Camino Del Rio South
San Diego, CA 92108
619 543 9000

P: 1 800 682 6099 (Ask for “Wipfli Training - San Diego 2022” group rate)
Online Reservations

Room Rate: $169 per night
Rate Expires: August 1, 2022

Daily Schedule
Tuesday, August 16, 2022
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)

Wednesday, August 17, 2022
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

Training Workshop Outline
Day 1: General provisions and administrative requirements
Tuesday, August 16, 2022; 8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level: Basic

Prerequisite: None
Field of Study: Accounting (Governmental)

CPE*: 7.0 credits

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
Requirements for pass-through agencies
Reporting and record retention requirements

Learning Objectives:

Review the organization, applicability and implementation timeline of the new Uniform Guidance.
Discuss the requirements for financial systems.
Discuss the regulations on program income, property and procurement.
Explore the requirements for reporting and record retention.
Day 2: OMB cost principles, cost allocation, selected items of cost and audit requirements
Wednesday, August 17, 2022; 8:30 a.m. – 5 p.m.

Advanced Preparation: None
Level: Basic

Prerequisite: None
Field of Study: Accounting (Governmental)

CPE*: 7.0 credits

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 related 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:

Explore the basics of allowable costs.
Discuss direct and indirect costs.
Explore the options for cost allocation in the new Uniform Guidance.
Review the changes in audit requirements.

Be Prepared: Wipfli Mobile App
All reference materials (any PowerPoint presentations and/or additional references) for this training workshop will be available via our mobile training app. Two weeks before the training, you will receive an email invitation to access the app.

For your convenience, you will also have access to the materials for two weeks following 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.