Documentation, Documentation, Documentation

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Documentation, Documentation, Documentation

11/3/2021 10:00 AM - 11:30 AM (CT)

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Training Seminar Outline

Advanced Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Specialized Knowledge
CPE*: 1.5 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 who 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, 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

$170 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.

Be Prepared:

You will receive the webinar access information upon registration as well as reminders one day and one hour prior to the training. Materials will be available one (1) hour before the training until one (1) day after the training. When the materials become available, you can access them by clicking the Materials tab in the app or desktop Menu.

*Certificate of Participation and CPE credit

• Each person attending the webinar who needs a certificate of participation / continuing professional education (CPE) credits (live webinars only).
• To receive a Certificate of Participation, participants must submit their keywords within 24 hours of the webinar:
  • Complete the Survey (located in the Menu).
  • Enter the “keywords” in the order the words were given during the webinar. We cannot provide the key words after they’ve been given.
• Upon receipt, the information will be verified and if accepted, you will receive a Certificate of Participation via e-mail within 14 business days. 

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.

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.