Documentation, documentation, documentation

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Documentation, documentation, documentation

4/28/2020 11:00 AM - 12:00 PM (CT)

Register for this training

Training Seminar Outline

Advanced Preparation: None
Level:   Basic
Prerequisite: None
Field of Study:  Specialized Knowledge
CPE*:  1.0 credit(s)

Description

Documentation — or lack of adequate or proper documentation — is often cited in monitoring reviews and audits. From funding sources to the Office of Inspector General, it’s an area where organizations that offer excellent services can run into trouble. In addition, the need for documentation does not disappear when a crisis hits. As operations change during COVID-19, agencies will need to ensure their documentation identifies how taxpayers’ dollars are spent on items that are necessary, reasonable, allowable, allocable and what a prudent person would do in similar circumstances. Join this session, and we will share challenges we have seen, possible solutions and areas of improvement.

Learning Objectives:

1. Discuss red flags when it comes to documentation.
2. Explore areas of documentation best practices.
3. Identify areas of improvement moving forward.

Registration Fee: $95 per connection

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

Cancellation Policy
Notice of cancellation must be received 24 hours prior to start time of the webinar for a full refund of registration fees. If Wipfli cancels the webinar, you will be notified 24 hours prior to the webinar via email. All registration fees will be refunded. For questions or concerns, please call 888.876.4992.

*CPE

To receive continuing professional education (CPE) credits (live webinars only), you will need to complete and submit a CPE request form within three business days of the webinar. A link to the form and directions to submit it are included in a webinar access email you will receive 24 hours prior to the start of webinar. Payment is processed at the time of registration. The webinar must be paid in full to receive CPE credits. You will receive a certificate via email within 14 business days of the webinar presentation.

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: www.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.