Uniform Guidance for state monitors and pass-through entities

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Uniform Guidance for state monitors and pass-through entities

3/18/2025 12:30 PM - 3/20/2025 04:00 PM (CT)

Advanced preparation: None
Level: Overview
Prerequisite: None
Field of study: Accounting (Governmental)
CPE: 10.5 credits

Why you should attend

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, have 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.

Registration fee

$975 per person

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 10.5 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 email trainings@wipfli.com with the subject line: “Registration Transfer” or “Cancellation.”

Agenda

Day 1:

• Overview of Uniform Guidance: Introduction to 2 CFR Part 200, including its purpose and applicability.
• Administrative requirements: Discussion on preaward and postaward 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.

Learning objectives

1. Explore the key components of Uniform Guidance.
2. Discuss financial management systems, monitoring practices, and internal controls.
3. Enhance knowledge of the subrecipient monitoring and audit process to help ensure compliance with federal award requirements.

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.
• This session is eligible for 10.5 credits. There are 3 polling questions per 1 CPE credit and 2 polling questions for .5 CPE credit. To receive full credit, participants must answer all 33 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 ensure that you qualify for a certificate of participation/CPE.
• 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 email trainings@wipfli.com or contact our offices at 888 876 4992.