Wipfli logo

Upcoming Events

Financial Cohort Series on Grant Accounting

8/6/2024 10:00 AM - 9/24/2024 12:00 PM (CT)

Type: Live Webinar

Industry: Financial Institutions

Event Contact:

Phone: 888.876.4992

Email: trainings@wipfli.com


REGISTER NOW

Advanced preparation: None

Level: Overview
Prerequisite: None
Field of study: Accounting (Governmental)
CPE: Up to 16 credits

Why you should attend

This series is designed specifically for professionals who are looking to develop and strengthen their core competencies in grant accounting and finance. The need for financial compliance is critical within federally grant-funded nonprofits, as is being able to navigate the complexities of federal grant awards. More than ever, financial departments need a trusted advisor to provide support, training and guidance to build stronger financial operations. Wipfli is responding to this need by using its 40+ years of experience in grant-funded experience and in-depth understanding of current trends and best practices by offering an eight-week, virtual cohort program that will allow individuals to form strong and lasting professional connections and to engage with instructors and peers.

Registration fee

$2500 per connection

My Wipfli nonprofit and government membership service members automatically receive an additional $25 discount per registrant.

Wipfli accepts AmEx, Discover, Visa and Mastercard.

The registration fee includes:

  • Up to 16 continuing professional education (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.

Transfers and cancellations

  • Participants who are unable to attend may be eligible to transfer or cancel their registration. All transfer or cancellation requests must be received in writing no later than two business days before the start of the event for which you are currently registered.
  • A $25 service fee will be applied to all transfer and cancellation requests. Additional fees may apply.
  • Participants who registered but did not attend the event or complete a request to transfer or cancel within the allotted time, are liable for the full registration fee.
  • If Wipfli reschedules or cancels the event, you will be notified via email, at which time you will be given the option to transfer to another training or receive a refund.
  • For more information including deadlines and fees, view the full policy here. For questions or concerns, please call 888 876 4992 or email trainings@wipfli.com with the subject line: “Registration Transfer” or “Cancellation.”

Daily schedule

8/06/24: New to the grant-funded world 

8/13/24: Grant management 101 

8/20/24: Introduction/Overview of Uniform Guidance 

8/27/24: Documentation and policies 

9/3/24: Internal and external reporting 

9/10/24: Cost allocation 

9/17/24: Grants administration 

9/24/24: Recap and summary 

Be prepared

You’ll receive an email once you’ve been added to our event-hosting platform, as well as reminders one day and one hour prior to the training. Materials will be available one hour before the training until one day after the training.

Certificate of participation and CPE credit

  • Each registered person attending the live webinar is eligible to receive a certificate of participation/continuing professional education (CPE) credit.
  • To receive a certificate of participation/CPE credit, participants must answer the interactive polling questions presented throughout the webinar; participants will have approximately 30 seconds to respond to the questions.
  • Each session is eligible for two credits. There are three polling questions per one CPE credit. To receive full credit for each session, participants must answer at least six polling questions.
  • Upon receipt, the information will be verified and if accepted, you will receive a certificate of participation via email within 14 business days of the webinar presentation.

Please note:

  • Registration is on a per-person basis.
  • Certificate of participation/CPE credit is only awarded to the registered name associated with the link used to log in. 
  • You must use your personalized link to access the training to help ensure that you qualify for a certificate of participation/CPE credit.
  • Our team will be monitoring the active attendee list throughout the training event. If a registrant is on the list more than once, the additional logins will be removed.

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: NASBAregistry.org.

Instructional delivery: Group, internet-based. For more information regarding administrative policies, such as complaint, cancellation and refund policies, please contact our offices at 888 876 4992. 

REGISTER NOW

Speakers

Eilers, Katherine
Katherine Eilers, CPA
Senior Manager
View Profile
Ciara Leahy
Ciara M. Leahy, CPA
Senior Manager, Audit
View Profile