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WIPFLI - Uniform Guidance for Pass-through Entities

Tuesday, August 19, 2025Thursday, August 21, 2025

Join us for an exclusive training session tailored for state monitors and pass-through entities. This comprehensive program will cover essential aspects of the Uniform Guidance, including an introduction to 2 CFR Part 200, subrecipient financial monitoring, procurement standards, cost principles, and audit requirements. This training is specifically designed for grant managers, financial officers, and compliance officers responsible for monitoring or managing subrecipients. Participants will gain valuable insights and engage in interactive discussions to deepen their expertise in federal award administration and monitoring. By the end of the session, you will be able to navigate the Uniform Guidance giving you increased confidence in managing subrecipients, have built your knowledge of procurement standards, and be ready to enhance your monitoring processes. We look forward to your participation in this essential training opportunity.

Online event registration closes 1 hour prior to the start of the training. Please email trainings@wipfli.com to register.

FEE: $975

AGENDA

Day 1: Introduction and General Provisions

Overview of Uniform Guidance: Introduction to 2 CFR Part 200, including its purpose and applicability.
Administrative Requirements: Discussion on pre-award and post-award requirements, including notices of funding opportunities, risk assessment, and specific grant conditions.
Subrecipient Monitoring: Review financial management and reporting, managing and monitoring subrecipients to ensure compliance, and internal controls.

Day 2

Procurement Standards: We will cover the rules and regulations for procurement under federal awards.
Performance Measurement: Strategies for measuring and reporting performance outcomes.
Records: Review regulations around record retention and access.

Day 3

Cost Principles: Guidelines on allowable costs, cost allocation, and indirect costs.
Audit Requirements: Information on audit processes, including single audits and audit findings.

8/19/2025 12:30 PM - 8/21/2025 4:00 PM
Central Daylight Time

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