Fiscal/Procurement Webinar Bundle

Fiscal/Procurement Webinar Bundle
Running your organization and meeting the needs of your community requires you to stay current with industry best practices and regulations. As a fiscal leader in your organization, check out our upcoming webinars to help you tackle the unique demands you face each day. Register for one or all of our upcoming webinars online.



Can’t make the live webinar? No problem. Once you are registered, email gfponline@wipfli.com to request access to the recording. Please note: no CPE credits are awarded from a recording.
When
5/8/2018 - 5/22/2018 11:00 AM
Where
Webinars

Program

   
 
With the recent adoption of the Tax Cuts and Jobs Act, tax-exempt organizations will be facing some serious changes. In this brief session, we will discuss what reporting changes exempt organizations will face, including one of the largest pitfalls—the increase to the standard deduction, which could potentially decrease individual charitable giving. We will look at ways to proactively prepare for this loss of contributions and ways to invest our development dollars wisely.
Time
10:00 AM - 11:00 AM
2/28/2018 10:00 AM

This session discusses various ways to analyze the data you currently have but may not be using effectively. We will include ways to assist you when trying to relate financial information to non-financially savvy individuals.  We will cover providing effective financial analysis throughout the year, trend analysis, budgets, board reports, and a variety of financial analyses to assist you in using the information you currently have to enhance your organization’s financial reporting.
Time
10:00 AM - 12:00 PM
3/14/2018 10:00 AM

What is an audit? Why do I have to have one? If I prepare all the workpapers, what does my auditor really do? In this updated session, learn the secrets from a real-life auditor and become informed about the practices auditors do not usually reveal to their clients while performing an audit. Do you have a difficult time preparing for the year-end financial statement audit? Do you find it difficult to provide information requested by the independent auditor? Does it seem to take a long time to finalize the audit and receive your report? Let us provide some ideas to help identify areas for improvement in your audit process and ways to collaborate with other staff members in the process. Share your ideas, too, during this session.
Time
10:00 AM - 11:00 AM
3/20/2018 10:00 AM

Uniform Guidance no longer refers to vendors, yet you know you have them. They are now “contractors.” But do you have subrecipients? How do you know? This webinar will help you identify the characteristics of vendors/contractors and subrecipients and how to effectively manage each relationship. The training will cover: Critical indicators of each relationship. Differences between monitoring subrecipients and managing contracts. Tools to help you track information and stay on top of your monitoring process.
Time
10:00 AM - 11:00 AM
3/27/2018 10:00 AM

Are you confused about the various indirect cost rates and their relationship to your administrative limit?  They are not the same. Could the 10-percent de minimis option be for you? In this webinar, we will provide an overview of the different types of indirect cost rates, advantages and disadvantages of an indirect cost rate, what constitutes administrative costs (including those limitations like 15 percent for Early Head Start/Head Start), and how the two relate. In addition, you will have the opportunity to participate in indirect cost rate calculation examples.
Time
1:00 PM - 2:00 PM
3/27/2018 1:00 PM

In this session we will examine common significant deficiencies and material weaknesses in financial reporting and determine the cause. We will also discuss the differences between significant deficiencies and material weaknesses. We will do a case study of common findings in financial audits and how to avoid them (i.e., having the ability to prepare your own financials, understanding how the financial statements and footnotes connect to each other,  understanding the supplemental information that accompanies your financial statements, posting journal entries, understanding the recording of transactions and how they relate to the financial statements, and determining component units).
Time
10:00 AM - 11:30 AM
4/19/2018 10:00 AM

Are you ready for the first substantial change in not-for-profit financial reporting in decades? Not since FASB 116/117 was issued in the 1990s has there been such a significant modification in the way that NFPs tell their story. Financial Accounting Standards Board (FASB) Accounting Standards Update (ASU) 2016-14 was issued in August 2016 and is effective for years beginning on or after December 15, 2017.  This standard update is Phase I and will impact virtually every not-for-profit organization and the presentation of their financial statements.  Key changes include net asset classification, presentation of investment return/expenses, reporting and disclosure of operating measures, reporting and disclosure of liquidity/availability and resources, and presentation of the cash flow statement.  Join the webinar to learn about these changes, how you can help your auditors in gathering information, and what you can do to efficiently and timely implement the changes.
Time
10:00 AM - 11:00 AM
5/8/2018 10:00 AM

During this webinar, we will cover many aspects of best practices in cash management, including:  Internal controls in cash collection and disbursement processes Cash handling procedures Efficient billing processes and grant drawdowns Management of accounts receivable and collections Accounting for grants, income, and receivables Bank reconciliations Line of credit We will give you many examples and will refer to the federal regulations that address cash management. There will also be time for your questions. Please join us for this session to get ideas on process streamlining and improved internal controls that you can apply immediately.
Time
10:00 AM - 11:00 AM
5/22/2018 10:00 AM

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