Skip to main content

Event Calendar

News & Events

WIPFLI - In-depth training on OMB’s Uniform Guidance preconference to NCAP annual conference

Tuesday, August 30, 2022
8:30 am EDT5:00 pm EDT

Why Attend
Are you attending the National Community Action Partnership’s annual convention in New York City this summer? If so, this in-person preconference is the perfect event to jumpstart your conference experience.

On August 29 and 30, we’re hosting a training workshop that covers Uniform Guidance regulations and, more importantly, how to implement them in your organization. By attending, you will:

Review the regulations you need to know to stay in compliance.
Hear examples, stories and best practices learned from our years of auditing and consulting.
Take back up-to-date and relevant information to implement immediately in your agency.
Gain in-depth training related to financial management and administration and understand the rules governing how you can and cannot spend federal dollars.
Professionals new to your organization, as well as those 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”).

Registration Fee*
Early-bird rate: $950 per person if registered by July 30, 2022
Regular rate: $1,000 per person if registered after July 30, 2022
*Wipfli accepts AmEx, Discover, Visa and Mastercard.

My Wipfli Membership Service members automatically receive an additional $25 discount per registrant!

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.
Reference materials (any PowerPoint presentations and/or additional references) available for download.

The Marriott Marquis New York City
1535 Broadway
New York, NY 10036

Community Action Partnership Annual Convention Aug 2022 - Start your reservation (

Please note: Wipfli will only be presenting at this conference. Wipfli does not have a room block. If you have any questions, you must contact Community Action Partnership or the hotel.

Monday, August 29, 2022

7:45 – 8:00 a.m. Registration and light refreshments
8:30 a.m. – 12:00 p.m. General provisions and administrative requirements
12:00 – 1:30 p.m. Lunch (on your own)
1:30 – 5:00 p.m. Administrative requirements (continued)

Tuesday, August 30, 2022

8:00 – 8:30 a.m. Light refreshments
8:30 a.m. –12:00 p.m. Cost principles and cost allocation
12:00 – 1:30 p.m. Lunch (on your own)
1:30 – 5:00 p.m. Selected items of cost and audit requirements

Day 1: General provisions and administrative requirements
Monday, August 29, 2022, 8:30 a.m. – 5:00 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
Tuesday, August 30, 2022, 8:30 a.m. – 5:00 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 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:

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:
You’ll receive an email once you have been added to our event hosting platform, as well as reminders one day and one hour prior to the training. Materials will be available from one hour before the training until one day after the training. When the materials become available, you can access them by clicking the Materials tab in the app or desktop menu.